Advanced Order Tables – User Guide

1. Introduction

Advanced Order Tables is a plugin that lets you create and manage custom WooCommerce order tables. You can reorder columns, select which data to show, apply styling, allow only certain user roles to view them, and even let customers or store managers export them to CSV/PDF if desired.

2. Requirements & Installation

2.1. Requirements

• A working WordPress site.
• WooCommerce installed and active.
• PHP 7.2+ recommended.

2.2. Installation Steps

1. Upload the Advanced Order Tables plugin via Plugins > Add New or place it in wp-content/plugins.
2. Activate the plugin from your WordPress Plugins page.
3. Ensure WooCommerce is active.
4. A default table (Default Table) is automatically created.

3. Key Concepts

• Custom Table: A re-orderable, configurable display of your WooCommerce orders.
• Front-End Display: Show these custom tables to customers or store managers using shortcodes.
• Role Restriction: Limit who can view the table.
• CSV/PDF Export: Users can export the table data if you enable that option.

4. Basic Usage

4.1. Creating or Editing a Table

1. In your WordPress Admin, go to Advanced Order Tables Table > Create/Edit Table.
2. Enter a Table Name (for your reference) and decide if the table should:
   • Have Front-End Filters (so users can search by product, keyword, dates).
   • Offer an Export Button (CSV) to front-end users.
   • Use a Fluid Layout (auto column widths) or manual widths.
3. In the Columns section:
   • Drag columns to reorder them.
   • Check “Show” to display a particular column or uncheck to hide it.
   • If Fluid Layout is off, specify column width percentages.
4. Choose which Order Statuses you want to display (e.g. Completed, Processing).
5. Optional: Restrict viewing by checking user roles that can see the table (e.g., shop_manager, administrator).
6. Customize Style: Font family, colors, text sizes, borders, or pick a preset theme like Modern, Classic, or Minimal.
7. Click Save.

Note: You can create multiple tables with different styles or column selections if you like.

4.2. Displaying a Table on Your Website

Once your table is created:

1. Copy its Shortcode (e.g., [gpo_custom_table id="your_table_id"]).
2. Paste it into any WordPress post/page (in the content editor) where you want orders displayed.
3. Publish or update the post/page, and you’ll see the order table there!

If you want to display the Default Table, simply use [gpo_orders_table] shortcode anywhere.

5. Exporting Data

You can allow front-end users (or only admins) to export order data in CSV or PDF format. Here are the ways to export:

1. Admin Export: From Advanced Order Tables Table > Export Table, select the table, apply filters, and click “Generate Report.” This can produce CSV or PDF with optional analytics charts.
2. Front-End Export: If you enabled “front-end export” for a table, visitors (or logged-in users with correct role) will see an “Export CSV” button in the table interface.

PDF exports can also include analytics charts (Sales by Date, Orders by Status, Top Products, and so on) if you select that option in the admin export settings.

6. Creating Custom Admin Pages (Optional)

You can add new pages to your WordPress Admin and place your custom tables in them. To do that:

1. Go to Advanced Order Tables Table > Create/Edit Admin Pages.
2. Click Create New Admin Page.
3. Enter the page title, choose an icon (dashicon), and decide if it’s top-level or under an existing menu.
4. Insert your desired content in the editor — you can also use the table shortcodes here if you want the orders to appear in the backend as well.
5. Save, and a new admin menu item will appear!

This is great for store managers who prefer to see specific data in a custom admin screen.

7. Deleting Tables & Uninstalling

7.1. Deleting a Custom Table

1. Go to Advanced Order Tables Table > Your Tables.
2. Locate the table and click Delete — that table is removed from the plugin’s list.
3. The Default Table cannot be deleted.

7.2. Uninstalling the Plugin

1. Deactivate it from the WordPress Plugins page.
2. Click Delete from the same Plugins page to remove the files.

8. FAQ & Conclusion

Q: I see no orders in my table. What’s wrong?

Check you’ve selected the correct order statuses (e.g., Completed, Processing), and that you actually have orders for those statuses. Also confirm no date filter is accidentally excluding your orders.

Q: My PDF exports fail or produce no file.

Ensure the Advanced Order Tables plugin can create the exports folder (permissions) and that WooCommerce is working properly.

Q: How to contact support?

Visit goalprevail.com or email [email protected] for further assistance.