Buildmerce Agent Orders
Give sales staff a dedicated frontend portal to create an agreed order, record a SKU and PO, and email the client a WooCommerce payment link. Agents use individual accounts and see their own requests. Clients enter billing and shipping addresses and pay using an available WooCommerce gateway. Mercha
Give sales staff a dedicated frontend portal to create an agreed order, record a SKU and PO, and email the client a WooCommerce payment link. Agents use individual accounts and see their own requests. Clients enter billing and shipping addresses and pay using an available WooCommerce gateway.
Merchant settings include portal selection, sign-in method, payment-link verification policy, allowed gateways, quantity/amount limits, submission delay, request pagination and paid-order status.
A native Agent Payment Portal block is included. The original [buildmerce_agent_paylater] shortcode remains supported. PHP and JavaScript translation templates are included.
Orders contain an ad-hoc product line. The charge is the agreed unit price multiplied by quantity. Separate taxes/shipping rates, catalog inventory, subscriptions and catalog-product selection are not provided.
This is a free, open-source plugin. All included functionality is available without a Buildmerce account, license key, trial expiry or paid upgrade. The installed payment gateway may require its own merchant account and fees. See README.md for test coverage and gateway requirements.
- 01Install on HTTPS staging with WooCommerce 8.2 or newer active.
- 02Open WooCommerce → Agent Orders and review settings.
- 03Create separate WordPress users with the Payment Agent role.
- 04Open the portal page created at activation, or add the Agent Payment Portal block to your chosen published page.
- 05Exclude the portal and checkout order endpoints from page caching.
- 06Test the full agent → client email → order-pay → gateway → saved order flow before production use.
