=========================================== Stargate Sales Rep Order Creator

Version: 2.4.0 Author: Chris Mortlock Description: A custom WooCommerce extension that allows sales reps to log in, create WooCommerce cash orders, and view their own sales dashboard. Designed for in-person ticket/cash sales using mobile devices.

Automatically creates:

• /rep-login
• /rep-dashboard
• /sell

=========================================== FEATURES

✔ Sales Rep user role (locked down, no wp-admin access)
✔ Auto-created front-end pages for login, selling, and dashboard
✔ Login redirects reps to the dashboard (/rep-dashboard)
✔ Rep Dashboard includes "← Sell Tickets" button
✔ Order origin tagged as "mobile_sales_app" in WooCommerce
✔ Reps can only access /rep-dashboard and /sell
✔ Rep ID automatically attached to each order
✔ WooCommerce order created with correct totals & status
✔ Customer name/email collected at point of sale
✔ Order status set to “processing”
✔ Order notes include the rep ID
✔ Fully mobile-friendly workflow

=========================================== INSTALLATION

1. Upload the plugin folder to: /wp-content/plugins/stargate-sales-rep-order-creator/

2. Activate the plugin in WordPress.

3. On activation, 3 required pages are automatically created:

   • /rep-login – Sales rep login
   • /rep-dashboard – Sales rep order history
   • /sell – Sales rep ticket selling form

4. Ensure the Sales Rep role exists with correct permissions:

   • read = true (This is already configured in v2.4.0)

5. Create users with the role: Sales Rep

6. Reps Log In At: https://yourdomain.com/rep-login

After login, reps are redirected to: https://yourdomain.com/rep-dashboard

7. They click the “← Sell Tickets” button to make new orders.

=========================================== USAGE: HOW REPS SELL TICKETS

1. Sales rep visits /rep-login

2. Logs in with assigned username/password

3. Redirected to the /rep-dashboard

4. Clicks the “← Sell Tickets” button

5. Fills in:

   • Product
   • Quantity
   • Customer Name
   • Customer Email

6. Submits form

7. WooCommerce order is automatically created:

   • Status: processing
   • Payment: COD (cash)
   • Origin: mobile_sales_app
   • Rep ID stored in _sales_rep_id

8. Customer receives WooCommerce emails automatically.

=========================================== DATA STORED

Each order created by a sales rep includes:

• Order note (“Order created by rep: username”)
• Meta field _sales_rep_id = rep username
• Origin = mobile_sales_app

This allows filtering, reporting, and analytics tracking.

=========================================== ROLE PERMISSIONS

Sales Rep role includes ONLY:

read: true
edit_posts: false
delete_posts: false
publish_posts: false
upload_files: false

They cannot:

• Access wp-admin
• Edit posts
• Upload media
• Manage WooCommerce
• Manage settings

=========================================== SHORTCODES

[sales_rep_login]
Displays login form for sales reps.

[sales_rep_order_form]
Displays the order creation form (/sell).

[sales_rep_dashboard]
Displays the rep’s historical order list.

=========================================== TROUBLESHOOTING

• Sales reps see a blank /sell page
→ Ensure the “read” capability is set to TRUE.

• Plugin didn’t create pages
→ Deactivate and reactivate the plugin.

• Reps accessing wp-admin
→ Plugin forces redirect, so this should not happen.

• Orders show “origin unknown”
→ Fixed in v2.4.0 (created_via = mobile_sales_app)

=========================================== END