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WP eStore – How Does the Manual Checkout Option Work?

This documentation will address the usage and setup of the ‘Manual/Off-line Checkout Settings‘ feature of the WP eStore plugin.

What is the Manual Checkout Option?

The manual checkout option (when enabled) allows your customers to proceed to checkout with an item without needing to pay. This feature is useful if you have a business that has physical products where most of the transactions occur offline. Other business owners are able to use this feature to sell items to a non-for-profit organization where they give the items in return for a payment later on. The ‘Manual Checkout Option’ is also widely used for companies that wish to offer an in-store pickup and payment option. This feature is fully customizable allowing you to:

  • Choose if the product database is updated automatically after a manual checkout
  • Add a shipping charge
  • Customize emails sent from the plugin to both the seller and the buyer
  • Direct your customers to a specific page after the checkout is complete
  • Decide on functions that relate to the WP Affiliate and WP eMember plugins
manual-checkout-option

How Do my Customer’s Checkout with the Manual Option?

1) Your customer goes to your store and checks out via the manual checkout option.

2) The customer gets an email that contains all the items he/she ordered.

3) The customer also gets some “instructions” in the email. You specify the instructions in the “Directions for the Customer” field under the manual checkout settings section. This instruction could read:
“Come to our store [address of your store] with the money to pickup your item.”

Example: Ability to Manually Checkout

manual-checkout-box

Example: Manual Checkout Form

form-for-manual-checkout-option

Locating the Manual Checkout Option

The manual checkout option is located in the ‘Settings’ menu of the WP eStore plugin.

  1. Click on the ‘Settings’ menu of the WP eStore plugin.
  2. Click on the ‘Payment Gateway Settings’ tab.
  3. You will now see a section titled ‘Manual/Off-line Checkout Settings’. This documentation will focus on this feature of the plugin.

Configuring the Manual Checkout Option

Configuring the manual checkout option is simple and easy.

Step 1) Under the ‘Payment Gateway Settings‘ tab, you will need to check the ‘Use Multiple Payment Gateways‘ box to be able to offer both a standard checkout (for example, PayPal) and a manual checkout to your customers.

Step 2) Use the above steps to locate the ‘Manual Checkout Options’ area. Check the box next to ‘Use Manual Payment Option‘ to enable this feature.

Step 3) Enter in the email address of the seller (merchant) and choose a subject for the emails that will be sent from the plugin.

Step 4) If you would like to add directions for your customers, you can type these in the ‘Directions for Customers‘ box. Email tags can be used in this field.

Step 5) Paste in a return URL where you would like to send your customers after they have enter in their details for manual checkout.

manual-checkout-options

Step 6) Tick the boxes for the following if they apply to your product: ‘Do Not Add Shipping Charge‘, ‘Automatically Update Customer & Product Database‘, ‘Create Membership Account‘, ‘Perform Autoresponder Signup‘, ‘Automatically Award Affiliate Commission‘ and ‘Send Product Download Links in the Email‘.

Step 7) You can edit the title of the ‘Manual Checkout Option’ viewed by your customers from the word ‘Manual’ to the wording of your choice in the ‘Manual Checkout Selector Label‘ field.

Step 8) Ensure you ‘Update‘ the changes you have made.

manual-checkout-full-options

There are several ways to set up the manual/offline payment option for your site. It’s also a good idea to read this post, which outlines the available options.

Promoting Manual Checkout for the Products

To give your customers the option to use the ‘Manual Checkout Option’ you will need to use an ‘Add to Cart’ button. This can be a ‘fancy’ add to cart button or a simple add to cart button. Using a ‘Buy Now’ button will not offer your customers the choice of ‘Manual Checkout’. Your customer will see the option to checkout manually when they view the ‘Shopping Cart’. The ‘Manual’ option appears beneath their item total in a drop down menu. To complete a manual order, your customer will be required to fill in an order form.

When a customer checkouts using the ‘Manual’ option, their ‘Payment Status’ will appear as ‘Unpaid‘. This can be manually edited by admin once the customer pays cash in person or transfer money into the business account.

WP eStore Download With Discount or Coupon AddOn

Addon Plugin Description

The eStore Download With Discount Addon is a plugin which allows your users to download a digital product by applying a 100% discount or coupon code.

This is very handy if you want to give the downloadable item for free to certain users.

Installing the Addon

You can install this addon just like you install any other WordPress plugin.

Using the eStore Download With Discount Addon

Once you have installed the addon you can create a download form by inserting the following shortcode:

[eStore_dl_with_discount id="19"]

Here, id is your eStore product ID.

The above shortcode will produce output like the following:

screenshot showing the download with discount estore addon demo

If a user enters a 100% discount code/coupon, he will be able to download the item instantly.

You can create 100% discount codes by going to the Coupons/Discounts menu in the eStore plugin.

Get the Download With Discount Addon

The price of this addon is $29.95

Shortcode Inserter Addon for eStore Plugin

All the shortcodes are listed on this page. You can copy and paste any shortcode into a standard text or shortcode block.

This addon is no longer needed. The main plugin has this functionality already.

The shortcode inserter addon allows you to easily insert eStore shortcodes into your WordPress post/page editor.

Using This Addon

Once you have actived this addon a tinyMCE button (eStore) will appear in your post/page editor. You can click it to directly insert any eStore shortcode. screenshot of the shortcode manager addon

Clicking on the “eStore” button will popup a window where you can choose the shortcode you want to insert.

Select the shortcode then enter any necessary ID value and hit the “Insert and Close” button.

shortcode-inserter-user-interface

Download the Addon (v1.1)

You can download this addon from the addon download area of our support forum.

Please note that some of these free eStore addons are developed by our users in the community. So they do not have any advanced customization option. The description above explains exactly what this addon does.

Automatically Apply Discounted Product Prices for Members

You can automatically give a discount to your emember users on your eStore products.

How Auto Member Discounts Work

Normal visitors (non-members) of the site will see the standard full product price. Logged in members of the site will see a discounted price (according to the discount rate you set in the settings).

discounted-product-prices-for-site-members

Configuring the Automatic Discounts for Members

Step 1) Download and install the eStore dynamic discounts/coupons addon

Step 2) Go to the “Dynamic Coupons” menu in from the eStore admin dashboard area

Step 3) Go to the “WP eMember Integration” section and check the “Enable Auto Discounts For Members” option.

Step 4) Specify a discount rate in the “Member Discount Amount” field. For example: use a value like 25 if the members should automatically receive a 25% discount.

Step 5) Save the settings

Step 6) This step is optional. You can edit your membership level and apply a different discount rate if you want to offer different discount to different levels. For example: you may want to apply 15% discount to silver level members and 30% discount to gold level members.

When members go to your store page, they will automatically see the discounted product price (according to their membership access level). Normal visitors (non-members) will continue to see the standard product price.

This works for any fancy product display templates offered in WP eStore. So this will work even if you are using it on a sales/landing page (instead of a store page).

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Featured Documents

Stylish Product Display Options for WP eStore WP eStore Quick Setup and Usage Video Tutorial WP eStore Shortcodes and Functions Reference WordPress eStore Plugin Features WordPress eStore Plugin Demo What Our Customers Have to Say About Our Products WordPress eStore WishList (Feature Suggestions) WordPress eStore Frequently Asked Questions (FAQ) How to Show Add to Cart buttons

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