Phone and In-Store Sales

In addition to the online store solution, Bread financing is also available when WooCommerce is leveraged as an in-store or over-the-phone solution. Built on the Bread platform, Bread Carts allows merchants to build a cart directly from existing inventory in WooCommerce and generate a pre-configured Bread Cart that can be delivered to a customer as a unique link or opened on an in-store device. The Bread Cart link allows the customer to go through the pre-qualification process, and if approved, complete a checkout with financing.

Create a new order in WooCommerce’s admin panel

Step 1: Create a draft order in WooCommerce

  1. On your WordPress admin page, go to WooCommerce → Orders
  2. Click Add Order to create a new order
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  4. Choose a customer for the order or enter new customer information
  5. Add the items to be purchased by clicking Add item(s) → Add product(s) to find a product from your store
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  7. Add the shipping information by clicking Add item(s) → Add shipping. Select a shipping method and add the shipping cost. Click save
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  9. Add discounts by clicking Apply coupon and entering any relevant coupon code(s)
  10. Add tax information by clicking Recalculate, an alert should pop up, click OK
  11. Click Create or Update to save the order

Step 2: Create a Bread Cart

  1. In the draft order page, under Order Actions, select Create Bread cart link → “Create” or “Update”
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  3. In the Custom Fields section, there should be a Bread cart url (bread_cart_link)
  4. Send this link to the customer to complete their checkout
  5. You can also email or text the cart link directly to the customer by selecting Email Bread cart link or Text Bread cart link

Once the customer receives the cart link, they will be presented with the Bread flow. If the customer is approved for credit and completes the checkout, the transaction will appear in the Bread merchant portal and the order should be ingested into the WooCommerce order list.