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Creating a Bookable Product

To create bookings, you need to create a bookable product.

  1. Go to: Products > Add Product.
  2. Enter a title and description for your product.
  3. Select Bookable Product in the Product Data dropdown menu.

2013-12-02 at 12.07Also tick the Virtual checkbox if this isn’t a physical product, so shipping costs are not added.

Fields will change to reflect bookable products.

General settings

The first settings are booking duration, calendar display and confirmation preferences.

Screenshot 2015-01-13 10.22.00

Booking duration

This determines how long a booking lasts. The duration can be admin defined (fixed block) or customer defined (they need to input on the front-end). Duration units can be Hours, Minutes, Days or Months.

Fixed blocks have a set duration that you define. When a customer selects this booking, the booking lasts this amount of time.

Customer-defined blocks have a set duration, but the customer can choose how many blocks they want. For example, if I had a customer-defined block of 1 hour, and the user chooses 3 from the booking form, their booking would be for 3 hours.

If you set your booking to be customer defined, you can include a minimum and maximum allowed value in the General tab. For example, it’s possible to have a 30-minute customer defined block but a minimum bookable block of 2. This means the customer needs to book a minimum of 1 hour and increase the duration by 30 minutes.

A booking can be set in blocks using minutes, hours, days, weeks and months. If using hours and minutes, you can specify what time the bookings start.

Confirmation

If the booking needs to be reviewed by an admin before confirmation, tick the Requires confirmation? option. Rather than take payment at checkout, the user inputs details and submits them for approval.

To learn more, see Manage Booking.

Bookings requiring approval will remove other items from the cart. They must be checked out alone, so payment gateways can be safely disabled.

Cancellation

You may choose whether you want the user to have the option to cancel their booking. After selecting the option Can be cancelled?, two fields appear that allow you to choose how many Minutes/Hours/Days/Months prior to the start date that customers can cancel a booking.

Availability settings

Availability (what slots can be booked) can be controlled via the Availability tab. The first options allow you define dates that can be booked:

Bookings - Availability Tab

Max bookings per block

This setting allows multiple bookings at the same time. With a fixed booking of 1 day and maximum bookings per block set to 2, then each day I could have 2 bookings booked.

Minimum/Maximum block bookable into the future

If today is March 1 and you set minimum block bookable to 1 month into the future, then the first date a customer could book would be April 1st. The same applies to the maximum date bookable.

Require a buffer period between bookings

Based on the unit of time set for the booking (minutes, hours, days, months), you can specify a period of time before and after a confirmed booking that is unavailable for anyone else to book. For example, if you sell appointments in 60-minute blocks and wish to have a break of 15 minutes between them, you can specify a 15-minute buffer period.

All dates are

Depending on how you want to set up availability, this option allows you to set available by default or not available by default.

Check rules against

You have two options:

  • All blocks being booked – This checks all available blocks within a duration. For example if a customer chooses to book for 5 days and 1 block is equal to 1 day it will check availability for all 5 days.
  • Starting block only – This checks the first block the user selects. For example if a customer chooses to book for 5 days and 1 block is equal to 1 day it will ony check availability for the first day.

Custom Availability Range

You can set up specific availability rules, such as availability for:

  • Months
  • Day of the week
  • Time
  • Specific date

To add a rule, click the Add Range button:

Bookings - Add Range

A new row is created, where you can choose a range type, from/to, whether it’s bookable or not (yes or no) and a priority number.

Bookings - Ranges

The from/to values differ based on the range type:

  • Date range – from and to will show a datepicker field
  • Range of days – from and to will show a dropdown of days of the week (Monday to Sunday)
  • Range of months – from and to will show a dropdown of months (January to December)
  • Range of weeks – from and to will show a dropdown of weeks (1 to 52)
  • Time ranges – from and to will show time inputs
  • Date Range with time – a time range can be set based on a custom date range

WooCommerce Bookings - Date Range with Time

These rules will make bookings available from 9am-6pm daily, except for the month of January when bookings cannot be made between 3-6pm.

For the priority of the availability rule, the lower the priority number, the earlier this rule gets applied. By default, global rules take priority over product rules, which take priority over resource rules. By using priority numbers you can execute rules in a different order.

If multiple rows match the product being booked with the same priority, the furthest down the list will take priority.

Rows can be removed by clicking the X on the far right, or dragged and dropped to sort using the handle on the far left.

Also be aware that availability options can be set up globally if all bookable products share some dates. To read more about global availability, see Booking Settings.

Costs for Bookable Products

Costs for specific slots are controlled from the Booking Costs tab.

Screenshot 2015-01-15 14.55.51

The two main costs you can add are base cost and block cost.

The base cost is applied regardless of a customer’s choices on the booking form.

The block cost is the cost per block that was assigned in the General tab. If a customer books multiple blocks, this cost is multiplied by the number of blocks booked.

Display cost does not affect the actual cost of the product. In the example above, the product page displays 500 on the front-end. The cost is displayed to the user on the front-end. Leave blank to have it calculated for you. If a booking has varying costs, this is prefixed with the word “from:”

Beneath the display cost, you have an area where you can define extra costs. This works similar to availability. Click Add Range to begin:

Screenshot 2015-01-15 14.59.03

A row appears in which you can input the range type, from/to and cost:

Screenshot 2015-01-15 14.59.56

The from/to values differ based on the range type:

  • Date range – from and to will show a datepicker field
  • Range of months – from and to will show a dropdown of months (January to December)
  • Range of weeks – from and to will show a dropdown of weeks (1 to 52)
  • Range of days – from and to will show a dropdown of days of the week (Monday to Sunday)
  • Time range – from and to will show time inputs
  • Date range with time – a time range can be set based on a custom date range
  • Persons count – from and to will show number inputs.
  • Block count – from and to will show number inputs.

Base cost and Block cost can be added, subtracted, multiplied or divided by the amount you enter.

Rows can be removed by clicking the X on the far right, or dragged and dropped to sort using the handle on the far left.

This configuration will charge a block cost of 100, but between Dec. 23 - Jan. 1, there is an extra fee of 20 if the bookings are between 5-9pm.

This configuration will charge a block cost of 100, but between Dec. 23 – Jan. 1, there is an extra fee of 20 if the bookings are between 5-9pm.

If multiple rows match, all additional costs are used.

Persons

If the booking can be made for multiple persons at once, tick the Has persons checkbox. Once selected, a new tab appears:

Screen Shot 2014-11-20 at 11.21.05

You can set a min and maximum for persons. Similar to duration, the customer can input a value on the front-end booking form if enabled.

Persons also impacts the following cost options:

If multiple costs by person count is enabled, all costs are multiplied by the number of persons the customer defines.

If count persons as bookings is enabled, the person count is used as the quantity against the block. Remember the max bookings per block setting above? That determines the upper limit for allowed persons per block. Once the limit is reached, more persons cannot book.

Resources

For added flexibility, WooCommerce Bookings supports Bookable Resources that can be booked independently within a bookable product. Tick the Has resources checkbox to enable a new tab:

Screen Shot 2014-11-20 at 11.24.28

There are two types of bookable resource:

  1. Customer defined – A booking form shows a dropdown list of resources that the customer can select.
  2. Automatically defined – A resource is automatically assigned to a customer booking if available.

An example use-case for a customer-defined resource would be a room type, such as single and twin rooms.

An example use-case for an automatically defined resource would be a hair salon where the resources are staff and someone is assigned a booking.

After enabling resources, choose that option and give your resource a ‘label.’ This is shown on the front-end booking form.

Resources can be used globally across multiple products. For more information, see: Using Resources.

Registration

Registration

Potential vendors can register via the registration form on www.countryfi.com/providers.

productvendors-registrationform

Note: The Vendor Name must be unique and determines the name used throughout the store. If the name is taken, an error will be returned after submitting the form.

Once a vendor has submitted the form, Countryfi gets an email notification that they have applied and a user account is created for the vendor.

A status/role of Pending Vendor is assigned until Countryfi approves registration and applies a different role.

Note: You cannot login until you have received your confirmation email.

Once approved, there are two possible roles:

  • Vendor Admin – Has access to all settings.
  • Vendor Manager – Has limited access to the Vendor dashboard.

A vendor then receives an email stating their application has been approved, along with the username and password. They can start to set up and manage their store.

Commission

Commission

Commissions at site-wide level are set by Countryfi.

Vendors need a PayPal account to receive payment for commission.

PayPal

PayPal Setup

Vendors need to have a PayPal account of any type to receive Instant Payments and Scheduled Payments. Go to PayPal.com to sign up or verify that the email address is correct on your existing account.

Vendor Roles

Roles

A vendor can have one of two different roles:

  • Vendor Admin – Has access to all settings.
  • Vendor Manager – Has limited access to the Vendor dashboard.

A single user with one user account can be set up to manage multiple vendors if needed, switching between vendors to which they have access.

Shipping and Fulfilment of Physical Products

Shipping and Fulfilment of Physical Products

Vendors are responsible for fulfilling and shipping/sending orders after a customer has bought their product(s).

There are two possible shipping types:

  • Per Product Shipping – Shipping costs are passed to the Vendor, and the Vendor has the ability to add their own rates per product. See below.
  • All other shipping methods – Shipping costs are charged to the customer, and payment is collected in checkout.

Per Product Shipping

Vendors need to set up their own shipping costs per product.

This is set in Product Data under Shipping > Shipping Rules. More information at: Defining Shipping Costs for Products.

productvendors-shipping

Per Product Shipping

Per product shipping allows you to define different shipping costs for products, based on customer location. These shipping costs can be added to other shipping methods, or used as a standalone shipping method.

How Per-Product Shipping Can Be Used

Per-product shipping can be used in two ways:

  1. Multiple Shipping Methods: If enabled, rates can be applied in addition to your other shipping methods. For example:  If your store offered a bulky product that you wanted to set up with extra shipping fees, you could create a fee to be added to that specific product. If you had multiple items in your cart, 2 kinds of shipping would be represented in one cost – your default shipping costs for the other items in the cart, and the shipping cost of the bulky item.
  2. Standalone: In this scenario the ‘per-product shipping’ is the default shipping method. In this case, all product costs are added together to form a single rate.

In the future, Per-product shipping will be able to provide additional rates for the same cart, but this is not currently possible.

Defining Shipping Costs for products

First edit your product. On the Shipping tab you will see a per-product shipping checkbox. Check the box to enable per-product shipping – from there you can add your costs:

Prod2

 

If you choose to select the “Add per-product shipping cost to all shipping method rates?” option, the per product shipping cost you set will be added on top of any additional shipping methods (excluding free shipping) you have activated.

The table is where you define your custom rates. Click ‘add row’ and fill in each column;

  1. Country Code – Use the 2 digit country code, e.g. US or GB
  2. State/country Code – Use a 2 digit state code, e.g. AL or NY
  3. Zip/postcode – Enter a single postcode to apply the rule to. Use a wildcard to match multiple similar postcodes, e.g. PE* or 90210
  4. Line Cost – Enter a cost which is applied to the line (ignores quantity). This cost should exclude tax.
  5. Item Cost – Enter a cost which is applied to the item (cost * quantity). This cost should exclude tax.

You may add as many rows as you need. Only one row will match the customer location, starting from top to bottom.

In the following example, Flat Rate Shipping was set at $7.50 and the Per Product Shipping was set to $5 (per the screenshot settings above).

Per Prod2

Exporting a CSV

Beneath the rate table you will see two import/export buttons. The export button will export the product rates into a CSV file containing the following columns:

  • Product ID
  • Country Code
  • State Code
  • Postcode
  • Line cost
  • Item cost

For more information on how to import CSVs, see Importing rates via CSV below. This is useful if importing similar rates for all products.

Defining Shipping Costs for Variations

Each variation can have the same per product shipping options. To enable these costs, just check the ‘per-variation shipping’ box pictured below:

Screen Shot 2014-10-29 at 11.42.04

After doing that, the same per product shipping rule table as products have will appear.

Please note: Variation rates override product rates.

Using as a Standalone Method

Per-product shipping can be used as a standalone method whereby all product costs are added together to offer a single rate.

The following options are available:

  • Standalone method – Enable this to enable per-product shipping as your only shipping method
  • Method Title – When standalone, this is the name of this shipping method shown to the customer
  • Tax Status – Whether or not taxes should be added to this method
  • Default product cost – When products don’t have rates setup, they will inherit this cost
  • Handing fee (per product) – Either fixed or percentage, this fee is added to each and every product in the cart
  • Handing fee (per order) – Either fixed or percentage, this fee is applied once to the cart as a whole
  • Method availability – Which countries are offered this standalone shipping method

Standalone

Importing Rates via CSV

To import rates via a CSV file, you can either go to Tools > Import >Per Product Shipping Rates, or you can click the import button beneath a rate table:

Import Per Prod

Once on the import screen, you’ll be able to upload your CSV file:

Import Rates

Formatting your CSV file

Your CSV needs to have a set number of columns (6 in total) which include the following:

PRODUCT ID COUNTRY CODE STATE CODE POSTCODE LINE COST ITEM COST
DESCRIPTION ID of the product this rate applies to 2 Digit country code (if applicable) 2 Digit state code (if applicable) A single postcode or wildcard Cost for shipping each line item Cost for shipping each individual item
EXAMPLE 30 US AL PE30* 9.99 2.99
Tax

Tax

Countryfi sets up and places vendors in the correct tax class with relevant rates, according to location.

Email Notifications

Email Notifications

Several emails are set up on Countryfi for Vendors and Countryfi.

  • Vendor Registration (Countryfi) – Sent when vendor submits registration form.
  • Vendor Registration (Vendor) – Sent to confirm registration form was submitted to Countryfi.
  • Order Email (Vendor) – Notifies vendor of a new order.
  • Canceled Order Email (Vendor) – Sent to notify vendor that customer canceled.
  • Vendor Approval – Sent to vendors with login and password when registration is approved.
  • Product Added Notice – Sent to Countryfi to review when product is added by a vendor.
  • Order Note to Customer – Sent to customer when vendor adds a note, e.g., Tracking number, personal thank you.
Product Categories

Product Categories

Product categories and tags make your products searchable to more customers. They can be created, edited, and selected at any time. This can be done when you first create a product or come back and edit it or the category/tag specifically.

Product Types

Product Types

With attributes and categories set up and stock management configured, we can begin adding products. When adding a product, the first thing to decide is what type of product it is.

  • Simple product type covers the vast majority of any products you may sell. Simple products are shipped and have no options. For example, a book.
  • A Grouped product is a collection of related products that can be purchased individually and only consist of simple products. For example, a set of six drinking glasses.
  • A Virtual product is one that doesn’t require shipping. For example, selling a service.
  • A Downloadable product is much like a virtual one. It’s not shipping but your customers are given a downloadable file. For example, digital album, PDF magazine, or even photo.
  • 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 variations, each of which may have a different SKU, price, stock option, etc. For example, a t-shirt available in different colors and/or sizes.
  • A Bookable product is one that requires a booking to be made to access the service of activity. For example, an activity that requires time slots.
Adding a Simple Product

Adding a simple product

Hover over the Products menu, then select Add Product.

Under the editor is the Product Type panel. Define the product type (as outlined above) and whether it is a downloadable (digital) or virtual (service) product. Just note virtual products don’t require shipping — an order containing virtual products won’t calculate any shipping costs.

Product data

The Product Data meta box is where the majority of important data is added for your products.

WooCommerce Simple Product - General Tab
Product data is added in this panel

General section

  • SKU – Stock keep unit (SKU) tracks products. Must be unique and should be formatted so it does not match any post IDs. For example, post IDs are numbers so a SKU could be WS01. That could stand for WooShirt 01.
  • Price
    • Regular Price – Item’s normal/regular price.
    • Sale Price – Item’s discounted price that can then be scheduled for certain date ranges.

Inventory section

The inventory section allows you to manage stock for the product individually and define whether to allow back orders and more. If stock management is disabled from the settings page, only the ‘Manage stock?’ option is visible.

WooCommerce Simple Product - Inventory Tab

Just of note, ticking the Sold Individually checkbox limits the product to one per order.

Shipping section

  • Weight – Weight of the item.
  • Dimensions – Length, width and height for the item.
  • Shipping Class – Shipping classes are used by certain shipping methods to group similar products.

Linked Products section

Using up-sells and cross-sells, you can cross promote your products. They can be added by searching for a particular product and selecting the product from the dropdown list:

WooCommerce Simple Product - Linked Products Tab

After adding them, they are listed in the input field:

WooCommerce Simple Product - Linked Product Added

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.

WooCommerce Product Up-Sells

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 a spare stylus when they arrive at the cart page.

Grouping – Use this to make a product part of a grouped product. See the Grouped Productssection of this doc.

Attributes section

On the Attributes tab, you can assign details to a product. You will see a select box containing global attribute sets you created (e.g., platform). More at: Managing Product Categories, Tags and Attributes.

Once you have chosen an attribute from the select box, click add and apply the terms attached to that attribute (e.g., Nintendo DS) 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 in layered navigation or other products.

Advanced section

  • Purchase note – Enter an optional note to send the customer after they purchase the product.
  • Menu order – Custom ordering position for this item.
  • Enable Reviews – Enable/Disable customers reviews for this item.

Excerpt

Add a short product description. This typically appears next to product imagery on the listing page, and the long description appears in the Product Description tab.

Taxonomies

On the right-hand side of the Add New Product panel, there are product categories in which you can place your product, similar to a standard WordPress post. You can also assign product tags in the same way.

WooCommerce Product Categories and Tags

Setting catalog visibility and feature status

Setting catalog visibility and feature status

In the Publish panel, you can set catalog visibility for your product.

WooCommerce Product Visibility Options

  • Catalog and search – Visible everywhere, shop pages, category pages, & search results.
  • Catalog – Visible in shop pages & category pages, but not search results.
  • Search – Visible in search results, but not in the shop page or category pages.
  • Hidden – Only visible on the single product page – not on any other pages.

Product images

Product images

You can add a main image and a gallery of images.

Featured image

The Featured Image is the main image for your product. It is displayed in your product loops (i.e., product categories, up sells, related products, etc.) and serves as the focus in the image gallery of your product details page.

Click “Add featured image” and follow the instructions on screen.

adding-product-images-and-galleries-4

Add product galleries

 

Product galleries display all images attached to a product through the Product Gallery.

You can create a product gallery using the same method as adding a featured image, but using the Product Gallery meta box.

adding-product-images-and-galleries-1

 

Reorder and remove images from product galleries

Images in the product gallery can be re-ordered easily via drag and drop. Simply re-order your images by moving them around.

To remove an image from the product gallery, hover over the image and click on the red “x”.

Adding a grouped product

Adding a grouped product

A grouped product is created in much the same way as a simple product. The only difference is you select Grouped from the Product Type dropdown in the General product tab details:

WooCommerce Grouped Product - Inventory Tab
To create your parent product select ‘Grouped’ from the Product Type Dropdown.

Upon setting the product as Grouped, the price and several other fields disappear. This is normal because a Grouped Product is a collection of “child products”; you’ll add this information to individual child products. Once finished with the grouped product, publish it. The grouped product is now still an empty group. You need to create child products to add to this grouped product.

Create a child product to add to a grouped product

Once you’ve created a grouped product, you need to add at least one child product to add to this group. To create a child product, go to: Products > Add New to add a new product. The only information you must enter is:

  • Title
  • Product Type = Simple

You can also add a price and other product details, as needed. Now go to Linked Products to select the parent product from the Grouping dropdown:

WooCommerce Linking a Grouped Product

If you wish to control the order in which products are shown in a group, edit the Menu Order option under the Advanced section in product data.

Adding a virtual product

Adding a virtual product

When adding a simple product, you can check the Virtual box in the product type panel. This removes unnecessary fields, such as dimensions.

Adding a downloadable product

Adding a downloadable product

When adding a simple product, you can check the downloadable box in the product type panel. This adds two new fields:

  1. File path — Path or url to your downloadable file.
  2. Download limit – Limit on number of times the customer can download file. Left blank for unlimited downloads.
For maximum flexibility, downloadable products also incur a shipping cost (if, for example, you were offering both a packaged and a downloadable version of a product, this would be ideal). You can also check the Virtual box if the downloadable product is not shippable.
Note: If the Completed Order Email doesn’t contain downloadable links, please contact support.
Adding an external/affiliate product

Adding an external/affiliate product

Choose ‘External/Affiliate’ from the product type dropdown. This removes unnecessary tabs, such as tax and inventory, and inserts a new product URL field. This is the destination where users can purchase the product. Rather than Add to Cart buttons, they see a Read More button directing them to this URL.

Adding a variable product

Adding a variable product

Variable products are arguably the most complex of product types. They let you define variations of a single product where each variation may have a different SKU, price or stock level.

Step 1. Set the product type

To add a variable product, create a new product or edit an existing one.

  1. Go to: WooCommerce > Products.
  2. Select the Add Product button or Edit an existing product. The Product Data displays.
  3. Select Variable product from the Product Data dropdown.

Selecting variable product WooCommerce

Step 2. Add attributes to use for variations

In the Attributes section, add attributes before creating variations — use global attributes that are site wide or define custom ones specific to a product.

Global attributes

To use a global attribute:

1. Select one from the dropdown and Add.

2. Choose Select all to add all attributes to the variable product (if applicable).

3. Tick the Used for variations checkbox to tell WooCommerce it’s for your variations.

Adding Global Attribute to Product WooCommerce
Adding Global Attributes to a Product
Setting Up Global Attributes
Setting Up Global Attributes

Custom attributes specific to product

If adding new attributes specific to this product:

1. Select Custom product attribute, and Add.

Adding Custom Attributes to WooCommerce
Adding Custom Attributes to a Product

2. Name the attribute (e.g. Size),

3. Set values separated by a vertical pipe (e.g., small | medium | large)

4. Enable the Used for variations checkbox.

Setting Up Custom Attributes for Variations

5. Click Save attributes.

Step 3. Add variations

To add a variation, go to Variations section in the Product Data meta box.

Manually Adding a Variation

. Select Add variation from the dropdown menu, and click Go

Add Variation

2. Select attributes for your variation. To change additional data, click the triangle icon to expand the variation.

Any Color Any Size

3. Edit any available data. The only required field is Regular Price.

4. Save Changes.

Editing Many Variations

If you have more than 10 variations, use the buttons to navigate forward and backward through the list. Each time you navigate to a new set of variations, the previous set are saved. This ensures that all data is saved.

Variations Pagination

Setting Defaults

We recommend setting defaults you prefer on variations. In the example, we have no defaults set, so users can pick any color and size right away from the product page.

Settings Defaults

If you want a certain variation already selected when a user visits the product page, you can set those. This also enables the Add to Cart button to appear automatically on variable product pages.

You can only set defaults after at least one variation has been created.

Variation Data

Each variation may be assigned.

General:

  • Enabled – Enable or disable the variation.
  • Downloadable – If this a downloadable variation.
  • Virtual – If this product isn’t physical or shipped, shipping settings are removed.
  • Regular Price (required) – Set the price for this variation.
  • Sale Price (optional) – Set a price for this variation when on sale.
  • Tax status — Taxable, shipping only, none.
  • Tax class – 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 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 before a download expires after purchase.

Inventory:

  • SKU – If you use SKUs, set the SKU or leave blank to use the product’s SKU.
  • Manage Stock? – Manage stock at the variation level.
  • Stock Quantity – Shows if Manage Stock is selected. Input the quantity. Stock for the specific variation, or left blank to use the product’s stock settings.
  • Allow Backorders – Choose how to handle backorders.
  • Stock Status – Set the status of your variation’s stock.
  • Sold Individually? — Allow only one to be sold in an order.

Shipping

  • Weight – Weight for the variation, or left blank to use the product’s weight.
  • Dimensions – Height, width and length for the variation, or left blank to use the product’s dimensions.
  • Shipping class – Shipping class can affect shipping. Set this if it differs from the product.

Linked products

  • Upsells
  • Cross-sells
  • Grouped

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.

Add an image for the variation

  1. Expand the variation.
  2. Click the blue image placeholder (screenshot).
  3. Select the image you wish to use.
  4. Save.

Screen Shot on 2015-09-02 at 14-57-29

Duplicating a variable product

To save time, you can make a copy of a product and its variations to create similar ones.

Bulk editing

You can bulk-edit variations by selecting the specific piece of data you want from the dropdown. In this example, I want to edit prices for all variations.

Set Regular Prices

Linking possible variations

You can select Create variations from all attributes to have WooCommerce create every possible combination of variations.

Create Variations From All Attributes

If your example had two attributes – color (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

What customers see

On the frontend, when viewing a variable product, the user is presented with dropdown boxes to select variation options. Selecting options will reveal information about the variation, including available stock and price.

2016-05-18 at 12.17

If the user tries to click the greyed out add to cart button before choosing an attribute, a message will appear asking them to create some attributes.

In the product archive page, Add to Cart does not display because a variation must first be chosen before adding to cart on the product page.

variable product

Duplicating a product

Duplicating a product

duplicate

To save time, it’s possible to use a product and duplicate it to create similar products with variations and other qualities.

Go to Dashboard > Products and look through the list for a product you wish to replicate, then click Duplicate.

Deleting a product

Deleting a product

delete-product-woocommerce

To delete a product:

1. Go to: Dashboard > Products.

2. Find the product you wish to delete.

3. Hover in the area under the Product name and click Trash.

Managing orders

Managing orders

Orders are created when a customer completes the checkout process and are visible by Countryfi and Shop Manager users only. Each order is given a unique Order ID.

Order IDs are non-sequential.

An order also has a status. The order statuses let you know how far along the order is, starting from pending and ending with complete. The following order statuses are used:

  • Pending payment – Order received (unpaid)
  • Failed – Payment failed or was declined (unpaid). Note that this status may not show immediately and instead show as pending until verified (i.e., PayPal).
  • Processing – Payment received and stock has been reduced- the order is awaiting fulfillment
  • Completed – Order fulfilled and complete – requires no further action
  • On-Hold – Awaiting payment – stock is reduced, but you need to confirm payment
  • Cancelled – Cancelled by an admin or the customer – no further action required
  • Refunded – Refunded by an admin – no further action required

Viewing orders

WooCommerce-Order-OverviewWhen you start taking orders the order management page will begin to fill up. You can view these orders by going to WooCommerce > Orders in the left hand admin menu.

Each order row displays useful details, such as the customer’s address, email, telephone number, and the order status. You can click the order number or the ‘view order’ button to see the single order page (this is also where you can edit the order details and update the status).

WooCommerce Order Quick ActionsOrder rows also have some handy shortcut buttons to quickly mark orders complete and processing.

Filter WooCommerce Orders

You can filter the list of displayed orders by date, status and customer by using the form at the top of the screen.

Editing/viewing single orders

From the single order page not only can you view all order data, you can edit and update it. You can:

  • Change the order status
  • Edit order items – modify the product, prices, and taxes
  • Stock – Reduce and restore stock for an order
  • Order Actions – Resend order emails to the customer using the drop down menu above the Save Order button. Send New Order, Processing Order, Completed Order or Customer Invoice emails – very handy if manually creating an order for your customers
  • Modify product Meta to edit product variations by removing and adding meta.

Order Data

The order data panel lets you modify the order status, view (or change) the customer’s order note, and change which user the order is assigned to.

You’ll also find the customers billing and shipping addresses, along with a link to view other purchases the customer may have had in the past. To edit addresses, click ‘edit’ and a form will appear. Once saved, the new address will be displayed in a localized format.

Screen Shot 2015-02-06 at 14.54.12

Order Items

Please note: To edit the order, the status must be set to On Hold or Processing Payment.

The next panel on the order page is the order items panel. This panel lists items which are in the order, as well as quantities and prices.

Screen Shot on 2015-02-06 at 14-48-53

The editable parts of line items include:

  1. Tax Class – Tax class for the line. This may be adjusted if, for example, the customer is tax exempt.
  2. Quantity – The quantity of the item the user is purchasing
  3. Line Subtotal – Line price and line tax before pre-tax discounts
  4. Line Total – Line price and line tax after pre-tax discounts
  5. Add Meta – Add and remove meta to change product variable options.
  6. Sorting – Sort by Item, Cost, Quantity, and Total by clicking on the respective listed items.

Here you can also add additional fees for items. Click “Add fee” and fill out the fee name, tax status and amount:

wc_2-1_add_order_fee

To add custom meta fields, use the regular Custom Fields metabox:

wc_2-1_custom_fields

Order Totals

The Order Totals panel stores totals and tax for the order. You can enter these values yourself or have them part calculated for you using the ‘calc totals’ button. The totals comprise of the following:

  • Cart Discount – pre-tax discounts. Can be auto-calculated.
  • Order Discount – post-tax discounts. Need to be input manually.
  • Shipping cost – cost excluding tax.
  • Shipping method – name of the method.
  • Cart tax – cart tax total.
  • Shipping tax – shipping tax total.
  • Order total
  • Payment method – name of the payment method used.

There are two buttons available on this panel – calc taxes and calc totals. Calculating taxes will use your prices, and calculate the tax based on the customers shipping address. If the customer’s address has not been input, it will default to the stores base location.

There is also a section called tax rows. This is where you can define (and name) multiple tax rows. This is useful if, for example, you take multiple taxes or use compound taxes. These values are displayed on the customer invoice.

Adding an order manually

Adding an order manually

Add an order using the ‘Add New’ link at the top of the orders page. Once added you can input the customer details, add line items, and calculate the totals. You should set a relevant status for the new order – if it needs to be paid use ‘pending’.

After saving, you can use the Order Actions dropdown to email the Customer Invoice with payment instructions. To send, be sure to select Save Order.
WooCommerce Order Actions

Order/Customer Notes

Order/Customer Notes

The ‘Order Notes’ panel displays notes attached to the order. These are used for storing event details, such as payment results or reducing stock levels, and for adding notes to the order for customers to view

The notes panel - for internal use, or notifying customers
The notes panel – for internal use, or notifying customers

The notes feature can be a very powerful tool for communicating with customers. Need to add a tracking number for shipping? Some stock is delayed? Add a customer note and they will be automatically notified.

When added, customer notes are highlighted in purple. Customers receive notes via email, but can view them by viewing an order, or using the WooCommerce order tracking page.

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