DK WC Live Orders Docs

DK WC Live Orders records secure Physical and Digital WooCommerce orders after an in-person external payment has already been received.
If an answer cannot be found in the docs or a new feature or setting request is needed, please email me.

Requirements

DK WC Live Orders records Physical, Digital, or mixed orders after an in-person payment has already been received. It does not collect payment or record your event selling prices or external transaction details.

Requirements: WordPress 6.0 or later, PHP 8.0 or later, WooCommerce 8.0 or later, DK Base Plugin, and DK WC Cart Item Notes. Required plugins must be active; missing dependencies disable the workflow and produce an admin notice.

Initial Setup

  1. Install and activate DK WC Live Orders through DK Plugins.
  2. Open WooCommerce → Settings → Live Orders, also available through the Live Orders Settings menu shortcut.
  3. Review the Live Orders Page. Activation reuses a suitable page or creates a published Live Orders page containing [dk_wc_live_orders] when no valid page is assigned.
  4. Optionally choose Product Categories. Selected top-level categories include their child categories; no selection means all otherwise-eligible products.
  5. Review the approval and Live icon settings below, then click Save changes.
  6. Open the assigned page while logged in as a seller with permission to manage WooCommerce, normally an administrator or shop manager.

To use a different page, add [dk_wc_live_orders] to its content and then select it in settings. The page selector only lists pages containing that shortcode.

Seller Approval Settings

  • Require Payment Confirmation: Enabled by default. Displays a checkbox that the seller must tick to confirm payment has already been received.
  • Require Seller Password: Enabled by default. Requires the logged-in seller's WordPress password before opening customer entry.

These settings are independent: either, both, or neither may be enabled. Turning either off removes that step; it does not allow logged-out visitors to create orders or make the plugin collect payment.

Live Icon

Always Show Live Icon is off by default, so the shortcut appears after a successful order. Enable it to make the Live icon available on every frontend page for allowed sellers, including the customer-entry screen. Using it opens a fresh seller form, so retrieve the device before starting another order.

Start Next Order Icon Roles defaults to Administrator and Shop Manager. A user must have both an allowed role and permission to manage WooCommerce. The icon appears beside header navigation or a menu button; themes without a suitable header use a fixed top-right position.

Deactivation and Uninstall

Deactivation retains settings. Uninstall removes the plugin's configuration but retains the generated page and WooCommerce order history.

Choosing a Catalog

The seller form starts in Digital mode. Switch between Digital and Physical without losing selections; the summary combines both catalogs. Bookmark the assigned page with ?dk_live_order_type=digital or ?dk_live_order_type=physical to choose the initial catalog.

Eligible Products and Fulfillment

Products must be published and purchasable, satisfy the category filter, and meet WooCommerce stock and backorder rules. Product and variation editors offer Live Orders fulfillment choices:

  • Inherit: A variation inherits its parent's explicit override when present. Otherwise, virtual, downloadable, or legacy eBook-format items resolve as Digital; other eligible items resolve as Physical.
  • Physical: Uses the physical catalog and customer address form.
  • Digital: Uses the digital catalog. A digital-only selection uses the shorter customer form.
  • Excluded: Omits the item from Live Orders.

A variation's explicit fulfillment override takes precedence over its parent's setting.

Catalog Organization

When DK Book Series is active and relevant, book products are organized into Collections, configured series, and Non-Series Books. Other products are grouped by top-level WooCommerce category. If DK Book Series is unavailable, the catalog uses category grouping.

Within a series banner, books follow the Series Number attribute's configured sorting, including its custom term order. Books without a Series Number appear after numbered books, ordered by product publish date from oldest to newest. Collections, Merch, Non-Series Books, and other category groups remain alphabetical. This applies to both Physical and Digital catalogs.

Variations and Quantities

Physical products provide variation selectors where needed. When DK WC Merch is active, recognized merch products use its configured custom controls, including Size buttons and Color swatches. Choose a valid variation before clicking ADD.

Each Physical ADD click selects one copy. The summary combines the quantity, but each copy becomes a separate quantity-one order item so it can retain its own personalization. Digital entries use checkboxes, and each purchasable Digital item can be selected once.

Seller Steps

  1. Receive the customer's payment outside this form.
  2. Open the assigned Live Orders page while logged in as a seller with WooCommerce management permission.
  3. Add Physical copies and tick Digital products. Switch catalogs as needed and review the combined summary.
  4. If enabled, tick the payment-received checkbox and enter the logged-in seller's WordPress password.
  5. Click Approve and Continue to Customer Information, or Continue to Customer Information when both approval requirements are off.
  6. Give the device to the customer only after the customer form appears.

Approved Selections

The approved selection is held on the server for up to 30 minutes and is tied to the logged-in seller. The customer cannot replace its products, variations, fulfillment types, or Physical quantities. No order, stock reduction, payment-completion event, or email is created until the customer submits the approved order.

When password approval is enabled, WordPress checks the seller's password; the plugin does not store it. Five failed password attempts trigger a five-minute approval lockout.

Starting the Next Order

After the success message, take the device back and use the Live icon to start a fresh seller form. Its visibility depends on the allowed roles and Always Show Live Icon setting described under Setup.

Customer Details

The customer enters their details on the seller's logged-in device. They do not need a WordPress account. Live Orders are recorded as guest orders rather than assigned to the seller's customer account.

  • Digital-only selection: First name and email are required; last name is optional. No address or personalization is requested.
  • Any Physical item: Requires name, email, and address details, including the appropriate state/province and postal code. Phone, address line 2, customer order notes, and applicable personalization are optional. The address is used for both billing and shipping.

Customer screens do not include Back, Cancel, Reset, or Start Over controls. After reviewing their details, the customer clicks Submit Details and returns the device to the seller when the success message appears.

Browser Autofill

The form asks browsers to disable address autocomplete, but browsers may still offer saved addresses. Use a dedicated event-device browser profile with address autofill disabled to avoid showing another person's saved details.

Personalization

DK WC Cart Item Notes category and product exclusion settings determine which Physical products offer personalization. Every displayed field is optional and has a 150-character maximum. Each Physical copy has its own field. Nonempty values are stored with that copy through DK WC Cart Item Notes; blank fields are ignored. Digital items do not request personalization.

Managing Live Orders

Use WooCommerce > Live Orders to open the native WooCommerce order list filtered to Live Orders. Physical-only and mixed orders use normal Processing status until fulfillment, then can be moved to Completed using standard WooCommerce controls. Digital-only orders are immediately Completed.

Order Values and Payment Label

Each completed submission creates one zero-value WooCommerce order containing all selected products. It records the Cash on Delivery payment method with the title CASH, even though the actual payment was received outside WooCommerce. Product totals, tax, and shipping totals are zero; this is not a record of the event's sales revenue.

WooCommerce's normal payment-completion process runs for the order. Existing download, BookFunnel, printer, and other integrations act according to their own configuration. Repeated submission of the same completed session returns the existing order rather than creating another one.

Email Notifications

Live Orders use WooCommerce's standard New Order, Processing Order, and Completed Order notifications. Product names, variations, quantities, personalization, customer information, and shipping information remain available, but product prices and all financial totals are removed from Live Order HTML and plain-text emails because event prices may differ from WooCommerce catalog prices. Ordinary WooCommerce emails are unchanged.

An eligible DK WC Merch item triggers the configured printer email through its existing payment-complete and order-status hooks. DK WC Merch tracks successful printer delivery to prevent duplicate printer emails.

Access or Page Problems

  • Permission denied: Log in as a seller with permission to manage WooCommerce. Changing the icon's allowed roles alone does not grant that permission.
  • Workflow unavailable: Check the admin dependency notice and activate DK Base Plugin, WooCommerce, and DK WC Cart Item Notes.
  • Page missing from settings: Add [dk_wc_live_orders] to the page's content, then reload the settings page and assign it.

Product or Approval Problems

  • Product is missing: Check publication, purchasability, stock/backorders, category filters, and fulfillment overrides. Look in both catalogs.
  • ADD is unavailable: Select a valid variation and check available stock. Stock and combined Physical quantities are checked again before the order is created.
  • Continue is unavailable: Select at least one product and complete whichever payment-confirmation and password steps are enabled.
  • Password rejected: Use the current seller's WordPress password. After five failed attempts, wait five minutes before trying again.

Customer Submission Problems

  • Session expired: Approved sessions last up to 30 minutes. Return the device to the seller, start again, and reapprove the products.
  • Security check failed: Confirm the seller is still logged in, then refresh and retry. The form normally refreshes its security token before submissions.
  • Details rejected: Complete required fields, check the email and country/state/postcode combination, and keep personalization within 150 characters.
  • Order already being created: Wait for the current request to finish. If completion is uncertain, have the seller check the Live Orders list before starting a new selection.
  • Order created but payment completion failed: Check the existing order. Retrying the same session reconciles that order; starting a fresh selection would create a separate order.

Icon or Email Problems

If the Live icon is missing, check the user's allowed role, WooCommerce management permission, and Always Show Live Icon setting. With that setting off, the shortcut appears after success.

If an email or digital delivery is missing, check the order status, WooCommerce email settings, and the relevant delivery plugin's configuration. Monetary values are intentionally absent from Live Order emails.