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ALl About Your E-commerce

Here’s a detailed explanation of how your online store works, and how orders are processed. Your web store site has been built with Woocommerce, the de facto standard for WordPress e-commerce. We love Woocommerce, because like WordPress it is almost infinitely extensible—there’s virtually nothing we can’t do with it to build the web store perfect to best maximize revenue and customer satisfaction.

Customer Perspective

  • After a purchase is made, the customer receives a “processing order” email, which confirms the order has been received and informs them that you have begun processing the order.
  • The customer will be given the option of creating an account during checkout. If any of your products are subscriptions, account creation is not an option. If an account is created, a separate email is sent to the customer informing them of their new account and how to log in.
  • Customers can log in to their account during checkout to automatically recall their shipping address, billing address and credit card.
  • A customer account allows the customer to log in to the website and access their “My Account” page, which allows them to do the following:
    • View past orders
    • Quickly re-order previously purchased products again
    • View tracking numbers for shipments
    • View current subscriptions
    • Edit payment method for current subscriptions
    • Cancel subscriptions
    • Edit shipping or billing address
    • Edit or delete stored payment methods
    • Edit name, email address and change password
  • Once the order has shipped, customer receives a “completed order” email, confirming the order has shipped and providing them a tracking number.

Woocommerce admin

There are three sub-menus in the WordPress sidebar related to Woocommerce:

Products

Use the Products menu to view, edit and delete products (including physical products, virtual and downloadable products and subscription products. Because it’s included in your Website-as-a-Service (WaaS) plan, you may want to let us make any edits—just let us know what needs to change.

WooCommerce

 
The WooCommerce Dashboard
Dashboard: a summary of various metrics all in one place.
Orders: see the details of every order, change the status to indicate fulfillment, enter tracking numbers, handle refunds, etc.
Coupons: edit and delete coupon (discount) codes, and add new ones.
Subscriptions: if you store sells subscription-based products, here’s where you can view all active and inactive subscriptions, and suspend or cancel them.
Customers: View the details of every past customer, or export their records to manipulate offline (such as in Excel).
Reports: Various basic analytics to track your e-commerce performance across orders, customers, taxes, subscriptions, etc.

Analytics

This menu provides even more powerful analytics then the menu item in the Woocommerce menu.

Managing orders

There is lots you can do from the main Orders screen. Often you don’t need to even open the detail view of the order.

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Click the order number/customer name to open the order and view or edit its details.

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Click the “eye” icon (or “eyecon”) to see a quick view of the order summary. In this window that pops up you can complete an order (which is something you’ll do frequently.

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Orders with this icon have a subscription component (all or some of the order is a subscription).

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You can select multiple orders (use the checkboxes) and then do a “bulk action”. This is useful for marking several orders are complete after a day of productive fulfillment.

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The order details screen shows you all order details and gives you control over every aspect of a single order.

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You can change the status of the order here, for example to change it to Completed when you’ve fulfilled the order.

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Add a private note (reference information that only your staff can see) or a public note (information that the customer will see anywhere they can see their order (for example in the My Account screen).

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Issue a refund or partial refund to the customer. The amount will be credited to the same credit card used for payment.

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Any recurring subscriptions related to this order are shown here. A subscription is a “child” order—in this example, the “parent” order is #1898, while the child order (the subscription) is #1899. Click the child order number to view and edit it on a separate screen.

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Using coupons

Fulfilling new orders

  • After a purchase is made, a “new order” email is sent to your designated administrative email address informing you of the order. To fulfill the order you can either work from this email or log in to the website to access the order details. The status of the order is set to “processing”.
  • Once the product has shipped, you need to log in to the website, access the order, enter the tracking number and set the status to “completed”. This is the trigger to send the customer the “completed order” email and complete the order fulfillment.
    1. Log in to your website (use the link in the menu bar at the top of every page).
    2. Navigate to WooCommerce > Orders.
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