MoBrook WooCommerce Club Plugin

Setting up the Club

There are just a couple of steps to creating a new Club. An important part of this is creating a "Default Order". This order will never be shipped but will be used as the base to create new Orders when new members are added to the club.

  1. Use the Wordpress Users menu to add a new "default" user for your new club. This user becomes the "owner" of the Default Order.
    • IMPORTANT select the appropriate Club Level for the user’s Role
  2. Use the Woocommerce Orders menu to create the new Default Order
    • IMPORTANT assign the Order to the default User you created above
    • Choose a default mix of products .. this is what new members will see in their first Order
    • save and remember the id of this Order ... you'll use that in the next step
  3. go to the Mobrook Club plugin - Members page
    • click "Add New" then fill in the details for the new Club
      • IMPORTANT: in the "Default Order" field, use the Order id of the default Order you created above.
    • click Save

 

Adding a new Club Member manually

  1. Use the Wordpress Users menu to add the new user
    • fill in all details including (IMPORTANT) Shipping and Billing address
    • IMPORTANT select the appropriate Club Level for the user’s Role
  2. go to the Mobrook Club plugin - Members page
      • When you open this page, it will search for new users
      • if necessary, click on the default order (#79 in example below) for the user and modify their preferred mix

 

Creating a new Shipment

After checking there are no new users without default orders (in the Members List):

  1. go to the Mobrook Club plugin - Shipments page
    • Click "Add New Shipment"
      • Important "User can edit expiry date" … set the deadline for editing by users. This will usually be a few days before the shipment date.
        • please enter in form: "2018-01-31 00:00:00"
      • Click "Save Changes"

  2. You're now ready to add the first Orders to the Shipment .. see below

 

Updating the Orders for a Shipment

You'll want to do this when:
  • You've just created a new Shipment and want to create new Orders for all the club members in the club. This process will automatically create new orders for each of the users in the Club - if the user had a previous order, the new order will have the same product mix as that last order.
  • You already have a Shipment set up (but not shipped) and a new User joins the club.
  • You have manually added an Order to WooCommerce that you'd like added to the Shipment. This can happen when you fully delete an Order for a customer that is in the shipment and replace it with a completely new one. See "Adding an Order manually to a Shipment below"
  1. go to the Mobrook Club plugin - Shipments page
    • Click "Create/Find Orders"

  2. That's all ... you'll see a summary of how many new orders were created, how many existing orders were found and added to the Shipment, and how many were removed.

 

Manually adding Orders to a Shipment

Sometimes you'll want to manually add an Order to an existing Shipment. This could happen when you already have a Shipment set up, and want to delete the Order for a member and replace it with a completely new Order.

  1. Open the Order in WooCommerce and add a Note with the Shipment Name
    • The format for the note is very important. e.g. if the Shipment's name is "March 2018 Club Shipment" ... the note should be titled "Club Order: March 2018 Club Shipment"
  2. Go to the Mobrook Club plugin - Shipments page and click edit for the Shipment you're adding the Order to
    • Click "Create/Find Orders"

  3. Next, you'll see a summary of the number of Orders found .. and will also be able to view the Orders in the "Mobrook Club Plugin - Orders" page

 

When ready to ship

    • When ready, set the Shipment Active