How It Works
A quick tour of the end‑to‑end flow, from a gated product to a fulfilled order.
The lifecycle of a prescription order
Step by step
1. You decide what needs a prescription
Mark individual products, or select whole categories, as prescription required. Gated products show a customizable label on the storefront.
2. The customer shops normally
Freely purchasable items (masks, vitamins, devices) behave like any WooCommerce product. Gated items display the Prescription Required label wherever you've placed it.
3. The customer attaches a prescription
When a gated item is in the cart, an Attach Prescription box appears at the position you chose (product, cart, checkout, or order page). The customer drags in a file — JPG, PNG, PDF, or DOC/DOCX.
4. Checkout is enforced
The order cannot be placed until a file is attached. The customer sees a reminder: "Kindly upload the medical prescription first in order to place an order."
If you've enabled Attach Later, logged‑in customers can skip this and upload from My Account afterwards; the order is held with an Attachment Pending status.
5. Your team reviews it
Every prescription order appears on the admin Orders review desk. Staff open the upload, read it (optionally with OCR/AI assistance), and set it to Approved or Rejected.
6. Everyone is notified
Depending on your settings, the customer and admin receive emails, and each status change is logged as an order note.
7. Rejections can be retried
If a prescription is rejected and Re‑upload if rejected is enabled, the customer can submit a fresh file, returning the order to Pending for another review.
Where the pieces live
| Area | Who uses it | What it's for |
|---|---|---|
| Configuration screen | Admin | Master switch, upload rules, labels, positions, emails, OCR/AI. |
| Product edit → Prescription meta | Admin | Mark one product as gated. |
| Orders review desk | Admin / staff | Read and approve/reject each prescription. |
| Product / cart / checkout Attach box | Customer | Upload the prescription. |
| My Account → My Prescriptions | Customer | Track submitted prescriptions and their status. |
Prescription statuses in brief
| Status | Meaning |
|---|---|
| Attachment Pending | Order placed via Attach Later; no file uploaded yet. |
| Pending | File(s) uploaded, waiting for admin review. |
| Approved | Admin verified the prescription. |
| Rejected | Admin rejected it; customer may re‑upload if enabled. |
Full details in Prescription Statuses.