Both consumers and businesses order products from our website (tinkeringlabs.com), and many of our b2b customers are schools that need to order using purchase orders. Does anyone know of a good solution for enabling purchase orders on a Woo Commerce e-commerce site? Ideally the customers would add items to their cart just like anyone else, and then have the opportunity to download a quote that they can give to their purchasing people, and then upload the PO once they have it. We'll then approve the PO at which point the order should be shipped and the invoice sent automatically.
We already have Woo connected with our fulfillment center for automated shipping of credit card / paypal orders, but handling POs is a manual process that is starting to become a burden.
I have done a bit of research regarding Woo Commerce Purchase Orders and Quote Requests. Although you do get Woo Commerce Quote Request plugins, they do not offer you the functionality of downloading a quote immediately after you added items to the shopping cart or automatizing your whole purchase order system. All of those I have researched, only allow you to request a quote from the merchant in order for the merchant to negotiate a deal with the client. I would therefore suggest a custom build plugin which can be build according to your own specifications and business needs.
I have implemented a solution that is working pretty well, and wanted to update the community here. I ended up using a combination of these two plugins:
WooCommerce Purchase Order Payment Gateway
WooCommerce PDF Invoices & Packing Slips plugins
This is giving me the workflow I needed, and it is pretty simple from a customer perspective. I've had about 15 PO orders since I implemented it and so far so good. If you're curious about how it looks to the customer, see this "how to order with a PO" PDF that we created:
Hello Matt, If you can map out your workflow we can assist with any manual intervention part. Without sounding like too much of a sales pitch we manage remote outsource teams for some things like this which cannot be done solely with an API integration. Once we review each step we can look at either developing an automation tool, or if not possible continuing to do the manual work. Hope this helps, Stuart Stuart@sigam.co.uk