Help needed uploading csv file
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I am trying to upload a csv file that contains the first name and last name of sales people to WooCommerce Storefront. I would like to set up a drop down menu on the checkout page which will list all the uploaded names from the csv file and that allows a customer to give credit for their order to a particular salesperson by selecting their name. I would then like to be able to filter total sales by the salesperson’s name to identify which orders the salesperson generated. Is this possible?
The blog I need help with is http://www.afsus.net.
The page I need help with: [log in to see the link]
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Hi @sitilopa,
You can use the WooCommerce Checkout Add-Ons extension to add a dropdown field to the checkout page with the names of your salespeople so that customers have to select one to credit the sale to.
You’d have to have a developer write custom code for you that allows you to filter sales by salesperson, though. If you don’t have a go-to developer, we highly recommend contacting one of the services on our customizations page: https://woocommerce.com/customizations/.
Thank you Luminus,
I will contact customizations. I have been looking for somewhere to go and get some help on this. The list of salespeople does not remain constant. It is arrived at by uploading a .csv file. I successfully uploaded a .csv file and placed a drop down menu from the csv file on a test page at http://www.afsus.net/columbia/test-page/ but I can’t figure out how to create a field that will attach the salesperson’s name to the order on the check out page. I will see if custimizations can help me. Thank you again
That CSV route isn’t going to work unless you’ve got a plugin that specifically takes care of all the steps you need.
Speaking to a developer about this is your best bet.
I’ll go ahead and mark this thread as resolved now.
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