WooCommerce Shop as Customer lets staff impersonate a customer to place an order from the storefront, useful for phone orders, B2B reps, and CS-assisted purchases. Every assisted order lands in the standard WooCommerce orders table with the regular post_status values like wc-pending, wc-processing, wc-on-hold, wc-completed, and wc-refunded. The plugin writes a meta key recording which staff user placed the order, but the order list shows it the same as a self-service order.

SleekView Kanban reads the same orders through the WooCommerce REST endpoints, pulls the assisting-staff meta with each row, and turns the status column into the natural grouping axis. Each card shows the customer name, the order total, the payment method, and the staff member who placed the order. Columns mirror your real WooCommerce statuses, so a glance tells you how many assisted orders are waiting on shipment, how many shipped today, and which staff member handled each one.

Drag a card from Processing to Completed and SleekView writes through the WooCommerce REST endpoints. The assisting-staff meta is preserved, customer notification emails still send, and refund drags trigger the standard WooCommerce refund flow. Sales reps and CS leads finally have a board that respects the assisted-purchase context instead of mixing it into a generic order list.

WooCommerce Shop as Customer exists because not every order is a self-service purchase. Phone orders, B2B account managers, CS reps closing a recovery, all need a way to place orders on behalf of customers using the store's normal pricing and checkout. The plugin handles that beautifully, but once the order is placed, the default WooCommerce admin list shows it the same as any other order.

The rep who placed it disappears into a meta box. The customer's name shows but their relationship with the rep does not. The board view fixes this by lifting the assisting-staff attribution onto the card itself.

A CS lead reviewing today's work can see at a glance which rep placed which order and where each order sits in the queue. A sales manager running a per-rep board has an immediate view of pipeline by team member. Drag updates the WooCommerce order through the standard REST endpoints, so customer notifications still send and refunds still flow through the same path.

The result is a board that respects the assisted-purchase context the plugin was designed to support.