E-Commerce website instructions

Email Notifications

1. Dashboard → WooCommerce → Settings
2. Click the Emails Tab
3. The email notifications table below provides:
   • The email type (ie. New Order, Canceled Order, etc.)
   • Recipient(s) of that email
4. Below the email notification table are the standard email template fields

Order Processing & Status

1. All orders can be seen by going to Dashboard → WooCommerce → Orders
2. To update the order status
   • Click the Status dropdown, found in the main order details box, and update the order status
   • Status options:
     • Pending payment – The order has been received, but no payment has been made. Pending payment orders are generally awaiting customer action.
     • On hold – The order is awaiting payment confirmation. Stock is reduced, but you need to confirm payment.
     • Processing – Payment has been received (paid), and the stock has been reduced. The order is awaiting fulfillment.
     • Completed/Shipped – Order fulfilled and complete.
     • Failed – The customer’s payment failed or was declined, and no payment has been successfully made
     • Draft – Draft orders are created when customers start the checkout process while the block version of the checkout is in place.
     • Canceled – The order was canceled by an admin or the customer.
     • Refunded – Orders are automatically put in the Refunded status when an admin or shop manager has fully refunded the order’s value after payment.

Adding Tracking Number

1. However you are shipping the products, the carrier will provide you with a tracking number
2. Dashboard → WooCommerce → Orders → Click on the order you want to add the tracking number to
3. On the right-hand side of the order, you will see Order Notes
   • In the Add note field type:
     • Tracking Number: followed by the tracking number
   • Click the dropdown and select Note to customer
   • Click the Add button and an email will be sent to the customer

Edit/Add Products

1. Go to Dashboard → Products
2. To add a product click the Add New button on top of the page
3. To edit an existing product click on the product you want to edit
4. Product Fields:
   • Product Description
     • The Product description text editor is the full product description that appears below the product in the description.
   • Product Short Description
     • The product short description is the text that appears on the right side of the product, below the price on the front end.
5. Product Data
   • General Tab
     • Enter the price into the Regular price field
     • Select the tax status of the product.
       • Taxable – The Product & Shipping get taxed
       • Shipping Only – Product is not taxed, but shipping is taxed (not common)
       • None – Nothing is taxed
   • Inventory Tab
     • Click the Track stock quantity for this product checkbox, from there you can enter the stock quantity.
   • Shipping Tab
     • Here you can specify the weight and dimensions of the product, along with the Shipping Class
     • Shipping classes utilize a product classification system to group products of similar type (e.g. bulky products or small items). Shipping classes work with shipping methods, such as Flat Rate Shipping, to provide different rates to different classes or types of products.
     • No shipping class – Default option, this product will use the regular shipping options
   • Linked Products Tab
     • Upsells – Upsells are products which you recommend instead of the currently viewed product, for example, products that are more profitable or better quality or more expensive.
     • Cross-sells – Cross-sells are products which you promote in the cart, based on the current product.
     • On single product pages:
       • “You may also like” are Upsell Products.
     • Then when added to the cart
       • The “you may be interested in…” are the cross-sells products
   • Variable Product (products with different sizes, colors, etc.)
     • To create a variable products, click the Product Data dropdown and select Variable Product
     • Attribute Tab
       • Create a New Attribute (e.g. Size) and Values (e.g. small, medium, larger) or choose an existing attribute by clicking the Add existing dropdown, from there you can select existing
       • values from the chosen attribute.
       • Check Visible on the product page and Used for variations
       • Click Save attributes
     • Variations Tab
       • Create a new variation by clicking the Generate variations (which will create all possible variants of the product) or Add Manually (which will allow you to do one variant at a time.
       • You may receive an alert message(s), just click OK
       • Click on each variation to open up the variation fields
         • Enter the Regular Price
         • Enter the weight of the product
         • Check the Manage stock? Field (optional)
         • Enter the Stock quantity (optional)
6. Product Image
   • On the right-hand side of the screen under the Product Image section click on the Set product image link, select an existing image or upload a new image in the Upload files tab
7. Product Gallery
   • If a product has more than one image click the Add product gallery images and select existing images or upload new images in the Upload files tab

Update Product Inventory

1. The inventory will automatically update once a customer buys a product
2. Go to Dashboard → Products
3. Once you receive more inventory you can update the amount.
   • For Simple Products:
     • Hover over the product you want to update the product inventory and click Quick Edit
     • Update the number in the Stock qty field
     • Click the Update button
   • For Variable Products: (products with sizes)
     • Click on the product you want to update
     • Scroll down to the Product Data section and click the Variations tab
     • Click on the size you want to update the inventory
     • Update the Stock quantity number
     • Scroll up and click the Update button on the right-hand side

Change Shipping Rate

1. Dashboard → WooCommerce → Settings
2. Click the Shipping Tab
3. Click on the shipping zone you want to update
4. Under Shipping Methods click on the Flat rate
   •  A popup will appear where you can update the Method Title, Tax Status, and Cost
   • Once all of the fields are updated accordingly click the Save changes button

Payment

1. Navigate to WooCommerce → Settings → Payments Tab
2. Cash On Delivery – Have your customers pay with cash (or by other means) upon delivery.
3. Stripe – This is our preferred payment option. Accept debit and credit cards in 135+ currencies, methods such as SEPA, and one-touch checkout with Apple Pay.

Coupons

1. Dashboard → Marketing → Coupons
2. Adding coupons
   • Click Add Coupon on the top left
   • Generate a coupon code or type one in
   • General Tab
     • Discount Type: Percentage discount, Fixed cart discount & Fixed product discount
     • Select a coupon amount and expiry date
   • Usage Restrictions Tab
     • You can restrict the coupon usage for multiple reasons including: minimum and maximum spend, products, categories, etc.
   • Usage Limits Tab
     • • You can set a usage limit in this tab