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StoreAgent
Orders & fulfilment recipe

Turn Approved Quotes Into Orders

Finds approved quotes that are not orders yet and converts the ones you pick, with a note on each new order. Needs Wholesale Quotes.

WHAT IT DOES asks first Changes your store, only after you say yes
TIME SAVED ~15 min vs doing it by hand
REQUIRES BOTH
StoreAgentFree plugin · MCP on every plan
+
Wholesale Suite Installed and active
Connect your store
THE PROMPT
List all approved wholesale quotes that have not been converted to an order. Show the quote number, customer email, total and last updated date, oldest first. Wait for me to pick which ones to convert. Then convert each one into a WooCommerce order and add a private note to the new order that says which quote it came from. Give me the order numbers at the end.
PASTE INTO ClaudeChatGPTCursor+ any MCP client
WHAT HAPPENS NEXT

What Happens When You Paste It

Your assistant picks the right abilities, pulls live data from your store and does the work. Here’s roughly how the conversation goes.

1
It reads first. Read abilities run straight away, so it’s working from your real catalog, not guessing.
2
It checks with you. Anything that writes to your store stops and asks before it goes ahead.
3
It’s all logged. Every ability call shows up in wp-admin, so you can see exactly what changed.
Claude · connected to your store
yourstore.com · via StoreAgent MCP
Live
List all approved wholesale quotes that have not been converted to an order…
4 approved quotes are not orders yet. The oldest, Q-1038 for Ridgeway Hardware ($3,820), was approved 9 days ago. Calling:
wholesale-suite/list-quotesdone
wholesale-suite/get-quotedone
wholesale-suite/convert-quote-to-orderdone
woocommerce/order-add-notedone
CONFIRM BEFORE WRITING
This will make changes in WooCommerce. Do you want me to go ahead?
Yes, applyShow me first
Converted 4 quotes into orders #20511 to #20514, each with a note naming its quote. Total $8,960.
UNDER THE HOOD

Abilities This Recipe Calls

Make sure these are switched on in your StoreAgent MCP settings. You can turn any of them off at any time.

List quotes
read only
Lists wholesale quotes, filtered by status, customer, date or search.
From Wholesale Suite
wholesale-suite/list-quotes
Get quote
read only
Shows one quote with its items, totals, history and messages.
From Wholesale Suite
wholesale-suite/get-quote
Convert quote to order
asks first
Turns an approved quote into a WooCommerce order.
From Wholesale Suite
wholesale-suite/convert-quote-to-order
Add an order note
asks first
Adds a private note to an order, or a note the customer gets by email.
From WooCommerce
woocommerce/order-add-note
MAKE IT YOURS

Tweak It for Your Store

Add one of these to the end of the prompt. Swap anything in [brackets] for your own details.

+ Only convert quotes for customer [email].
+ Mark the new orders as [processing].
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Find Late and Stuck Shipments

Every late or stuck parcel with the customer behind it, so you can reach out before they email you.
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StoreAgent

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