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1 ecommerce Documentation Powered by Last Updated November 24 th 2015
2 Contents Introduction... 3 Products... 4 Add/Edit Products... 4 Product Details... 4 Product Categories... 5 Product Tags (optional)... 6 IMPORTANT - Save Your Work!... 7 Product Data... 8 General tab... 9 Inventory tab (optional)... 9 Shipping tab... 9 Linked Products tab (optional) Attributes tab (optional) Advanced tab Variable Products Product Attributes Usage scenario Adding attributes to your store Product Categories Product Tags (optional)
3 Introduction Once you have logged into the back end of your website you will see in the menu to the left two items named Woocommerce and Products. Woocommerce is the software that runs your online store and this menu item is where most of the shop settings are located. In most cases this area is only used by Ausgraphics to set up your shop and you probably won t need to access anything here. The Products tab is where you will do most of your work. This is the section of Woocommerce where all your products and categories are listed. When you hover over the Products tab you will see a side menu with the below tabs: Products where all your products are listed Add Product where you can add a new product Categories the categories for your products (e.g. Shirts, Pants, Shoes, Accessories, etc.) Tags Tags are used to group similar products Shipping Classes the Shipping methods specifically set for your site. Attributes used to create variations of a product for example size, colour, etc. We will now go through each of these in detail. 3
4 Products Once you click on the Products Tab, you will see a list of your current products. You will notice that when you hover over each product you will see the options to edit/delete each product. If you click on Edit or the product name you will be taken to the product page where you can edit your product. Otherwise click Add Product in the main menu to begin a new product. Add/Edit Products Product Details The first thing you will see is the product title box and product description editor. This section is the same as editing a page or post. Enter the product title, which will be the name of the product on the front end. Then provide your detailed description of the product using the editor to format your text. You can now add a featured image for your product. This will be the main image used for the product listings and the large photo on the product page. 4
5 Additionally you can also add extra images for your product which will appear underneath the featured image in a gallery style on the product page. Do this by selecting or uploading multiple images via the product gallery box. (optional) Product Categories Select the categories in which you want to display your product. These are created in the Product categories section of this documentation, or you can add new categories on the fly by clicking Add new product category : 5
6 Product Tags (optional) If your website uses Tag Clouds every product can be filed under one or more Tags. This aids in navigation and allows posts and to be grouped with others of similar content. Unlike Categories, Tags have no hierarchy so there is no Parent->Child relationship like that of Categories. But like Categories, Tag names must be unique. When someone viewing your site clicks on one of these Tag Cloud links, a Tag archive page with all the products belonging to that Tag, will be displayed. In addition, if using Widgets, the Tag Cloud Widget can be added to the sidebar to display all the Tags used in a cloud (Tags sized by number of times reference in posts). You can create product Tags on the fly here or create them in the Product Tags section of this documentation. You can begin typing to find existing tags or choose from the most used tags. 6
7 IMPORTANT - Save Your Work! It is good practice to save your work periodically or if you are leaving your computer for a period of time. If you don t want your product visible to the public yet, you can change the status to Draft before clicking the Publish/Update Button. 7
8 Product Data When adding your product, the first thing to decide is what type of product it is. The Simple product type covers the vast majority of any products you may sell. Simple products are shipped and have no options. For example, a can of drink. A Grouped product is a collection of related products which can be purchased individually and can only consist of simple products. For example, a PS3 could be a grouped product as there are 80GB, 120GB and 200GB variations of that same parent product. An External or Affiliate product is one that you list and describe on your website, but is sold elsewhere. A Variable product is a product that has different variations, each of which may have a different SKU, price, stock options etc. For example, a t-shirt available in several different colours and/or sizes. Adding a simple product is a straightforward process and similar to authoring a standard WordPress post. In the Products menu, click Add Product. You will be presented with a familiar interface and should immediately see where to type the product title and full description. Under the main dialog box is the Product Type panel. Here you define the product type (as outlined above) and whether it is a downloadable (digital) or virtual (service) product. (optional) 8
9 Virtual products don t require shipping an order containing virtual products won t calculate a shipping cost. Next is the Product Data tab set. This is where the majority of the product data is input. General tab SKU (optional) stock keep unit, used to track products. Must be unique, and should be named so it does not clash with post IDs. Price: o Regular Price Item s main price. o Sale Price Item s sale price. Inventory tab (optional) The inventory tab allows you to manage stock for the product individually and define whether to allow back orders. If stock management is disabled from the settings page, only the stock status option will be visible. Checking the Sold Individually box limits the product to 1 per order. Shipping tab Shipping is usually predefined in classes by Ausgraphics when your site is built, so all you need to do is select the class from the dropdown box (e.g. Free, $9.95, $19.95). However if your shipping is calculated by weight and dimensions you will need to add these details here. Weight Weight of the item. Dimensions Length, width, and height for the item. 9
10 Shipping Class Shipping classes are used by certain shipping methods to group similar products. Linked Products tab (optional) Using up-sells and cross-sells you can cross promote your products with one another. They can be added by searching for a particular product and selecting the product from the dropdown list: After adding them, they will be listed in the input field: Up-sells are displayed on the product details page. These are products that you may wish to encourage users to upgrade, based on the product they are currently viewing. For example, if the user is viewing the coffee product listing page, you may want to display tea kettles on that same page as an up-sell: Cross-sells are products that are displayed with the cart and related to the user s cart contents. As an example, if the user adds a Nintendo DS to their cart, you may want to suggest they purchase spare Styluses when they arrive at the cart page. Grouping Set this option to make a product part of a grouped product. 10
11 Attributes tab (optional) On the attributes tab, you can assign attributes to a product. You will see a select box containing global attribute sets you have created (e.g. Colour, Size). (See the Attributes Section of this Documentation) Once you have chosen an attribute from the select box, click add and you can apply the terms attached to that attribute (e.g., Red, Green, Blue) to the product. You can hide the attribute on the frontend by leaving the Visible checkbox unticked. Custom attributes can also be applied by choosing Custom product attribute from the select box. These are added at the product level and won t be available to add to other products. Attributes are also used when creating a variable product. See the Variable Products Section of this Documentation. If this is a variable product select the Used for Variation check box. 11
12 Advanced tab Purchase note Enter an optional note to send the customer after purchase. Menu order Custom ordering position for this item. Enable Reviews Enable/Disable customers reviews for this item Variable Products Variable products are arguably the most complex of product types. Variable products are a product type that lets you offer a set of variations on a product with control over prices, stock, image, and more for each variation. They can be used for a product like a shirt where you can offer a large t-shirt vs a small t-shirt. To add a variable product, either edit an existing product or create a new one by going to: Products > Products. You can select the Add Product button or edit an existing product from there. Once in a product select the Variable product from the Product Data dropdown. In the attributes section, you ll need to add attributes first before we can create variations you can use global attributes or define custom ones specific to each product. To use a global attribute select it from the dropdown and then select Add. Make sure to select the Select all button to add all of the attributes to the variable product, and select the Used for variations checkbox: 12
13 If you are adding new attributes select Custom product attribute then select Add. You ll then need to name the attribute, for example Size. Set the values separated by a vertical pipe, (usually located above Enter on your Keyboard) in this instance small medium large. Finally select the Used for variations checkbox to use these in the Variations section. Select Save attributes. After saving your variations, you can begin applying them a product. To add a variation, go to the Variation section in the Product Data menu. 13
14 Option 1. Manually Adding a Variation Select Add variation from the dropdown menu and click Go Select attributes for your variation. To change additional data, click the triangle icon to expand the variation. Edit any of the available data. The only required field is Regular Price If you have more than 10 variations, you must use the buttons to navigate forwards and backwards through the list of variations. Every time you navigate to a new set of variations the previous set are saved. This ensures that all data is saved. Each variation may be assigned the following data: An image Select the placeholder icon to see the image uploader. After you choose an image, select Set Variation Image. SKU If you use SKUs, set the SKU for the variation, or leave blank to use the variable product s SKU. Enabled Enable or disable the variation. Downloadable If this a downloadable variation. Virtual If this product isn t shipped, shipping settings for the variation are removed. Manage Stock Manage stock on the variation level. Stock quantity Stock for the particular variation, or left blank to use the variable product s stock settings. 14
15 Regular Price Set the price for this variation. Required Sale Price Set a price for this variation when on sale. Optional Stock Qty Shows if Manage Stock is selected. Input the quantity you have. Allow Backorders Choose how to handle backorders. Stock Status Set the status of your variations stock. Weight Weight for the variation, or left blank to use the variable product s weight. Dimensions Height, width and length for the variation, or left blank to use the variable product s dimensions. Shipping class Shipping class can affect shipping. Set this if it differs from the variable product. Tax class A tax class for this variation. Useful if you are offering variations spanning different tax bands. Downloadable Files Shows if Downloadable is selected. Add file(s) for this variation for customers to download Download Limit Shows if Downloadable is selected. Set how many times a customer can download the file(s). Leave blank for unlimited. Download Expiry Shows if Downloadable is selected. Set the number of days for the download to expire after purchase. If the SKU, weight, dimensions and stock fields are not set, then it inherits values assigned to the variable product. Price fields must be set per variation. Option 2. Automatically adding variations You can select Create variations from all attributes to create every possible combination of variations. If your example had 2 attributes colour (with values blue and green) and size (with values large and small), it creates the following variations: Large Blue Large Green Small Blue Small Green On the frontend, when viewing a variable product, the user will be presented with dropdown boxes to select the variation options; selecting options will reveal the stock, price and add to cart button for the variation so the user can purchase the product. 15
16 Product Attributes Attributes are pieces of data that can add more technical information to a product and help users refine your catalogue while browsing/searching. Creating an attribute set is done in a similar way to a category (explained later). For now we ll describe attributes and their primary benefit with a hypothetical example. Additionally, attributes are a key component of creating variable products. Usage scenario Say you re opening a clothing store, selling all the latest fashions. In this case, a top level product category will most likely be Clothing, inside of which, the majority of your catalogue will reside. Now, you could very easily create subcategories for different sizes, colours and so on, but this information is better suited as attributes. Why? Because a user can select concurrent attributes while refining their search. Example: A customer is looking for all black clothing. This is as simple as selecting the Black attribute from a sidebar widget. As you d expect, this will refresh the page so that it only displays clothing that s been linked to the black attribute. Adding attributes to your store Setting up attributes themselves uses an interface you are familiar with. It s recommended that you set up any attributes you will use over and over in this way. Navigate to Products > Attributes where you ll find the following screen: Here you can quickly and easily add attributes and their terms. Enter the attribute name e.g. Colour, and click save attribute. 16
17 You will then see your new attribute in the list of attributes. Now you can click on the settings icon next to each attribute to enter the variations of that attribute, e.g. Red, Green, Blue. Now when you create a variable product, you can easily import the necessary attribites as described in the Variable product section of this documentation. 17
18 Product Categories Similar to categories on posts, you can add, delete, and edit your product categories here. There are some added options on top of the normal category fields, you can also upload an image to be associated with the category: Categories are managed from the Products > Categories screen. You can create subcategories by assigning them a parent category to create nested groups such as: Clothing o Hoodie o T-Shirts Music o Albums o Singles 18
19 Product Tags (optional) If your website uses Tag Clouds every product can be filed under one or more Tags. This aids in navigation and allows posts and to be grouped with others of similar content. Unlike Categories, Tags have no hierarchy so there is no Parent->Child relationship like that of Categories. But like Categories, Tag names must be unique. When someone viewing your site clicks on one of these Tag Cloud links, a Tag archive page with all the products belonging to that Tag, will be displayed. In addition, if using Widgets, the Tag Cloud Widget can be added to the sidebar to display all the Tags used in a cloud (Tags sized by number of times reference in posts). Create Tags by entering the Name and clicking Add new product Tag 19
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