P R O D U C T M A N A G E M E N T T U T O R I A L

Welcome to Shopp, a WordPress plugin that will make managing

product on your website a whole lot easier. In this tutorial you will learn how to: add new products to your inventory, make changes to

your dashboard. The sec-tion on the right (in Grey) will give you lots of in-formation on whats hap-pening with your website including comments, on blog posts, updates to plugins and WordPress, etc.

The section to the left (in Red) is your main naviga-tion menu. This is how you will find your way around the back office of your website. If you ever get lost, just press the “Dashboard” option at the top of this menu.

products already in your inventory, check on your customers, and check your orders.To begin we must get to your web-site. Load up your favorite brows-er, in this tutorial we will be us-ing Firefox in all the images. Other

compatible browsers include: Safari, Chrome and Internet Explorer. You will first want to visit your web-site URL with the suffix /wp-admin. For example, if your website URL is http://mycoolgreenproducts.com, you will have to visit http://mycool-greenproducts.com/wp-admin. See below for an example.

Wordpress Login ScreenTo get logged in to your website you will need to input your username and password. Your username will be included in your completion sum-mary that you will receive from your web designer. After you type in your username and password and press “Log In” you will be taken to your website’s Dashboard.

WordPress DashboardThere are two important parts to

To manage everything that is going on with your online store you will

have to go to the “Shopp” sec-tion of your online store. Each of the major top-level menu op-tions will expand with several other submenu options. Shopp is a very robust application that can do several things. If you are

at all unfamiliar with an area of this it is recommended to contact cus-tomer services for assistance to not ruin your site.

Shopp In this section, you will find all of the orders that have come through as well as a list of all of the customer accounts you have.

Catalog In this section, you will add

and edit products, categories and promotions (discoutns and sales) for your webstore.

Setup This section is a very impor-tant section. This is where we have setup your store to receive pay-ments, charge shipping and taxes, as well as where we manage how your webstore displays on your website pages. It is not adviseable for you to go into this section. Should you need to make any changes to your web-store in regards to shipping, taxes or a change in merchant accounts, it is recommended you contact custom-er services at 877.44.0180 x2.

Managing Your Orders

1. Shopp Submenu: When you click on the “Shopp” menu item it will load into the “Orders” section. Addi-tionally the menu item will open up with two sub-options: Orders and Customers. The order section will show you a list of your orders that need filled. Customers will show a list of registered customers.2. Order #: Every order on your web-site will be shown here in reverse chronological order by order num-ber starting with “Order #1”.3. Name: This is the Name of the customer ordering the product.

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4. Destination: This is the city and state that the product will be shipped to.5. Transaction: This is a reference number given to every order cus-tomer. This is for you to easily ref-erence orders when speaking to cli-ents.6. Date: The date the Order was complted.7. Total: This is the total amount of the order. You should find an email from Paypal to match this amount to verify that payment has been re-

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ceived from the order.How are Orders Received?Whenever someone places and or-der on your website you will receive an email with an invoice that in-cludes the item, the full price of the order as well as any other informa-tion essential to placing the order with your dropshipper. You will also receive an email from Paypal saying payment has been received for the order. You should match the pay-ment with an invoice before placing the order with your dropshipper.

Managing Your Customers

CustomersAnyone that wants to order an item from your website will be required to register with your website much like how you must register with Amazon.com, eBay.com or any other online store. This means that customers are required to provide you with some information. This includes the customer name, billing and shipping address, a username and password. This is so that you can properly bill the person as well as ship the items they have ordered to the client.1. Name: The

Customer list you see here will show you a list of custom-ers in alpha-betical order.

2. Email: You will be able to see all of your cli-ents email ad-dresses. These emails can be used to email clients promo-tions and deals to reward them for being a repeat client.

3. Location: This will let you

know where they are located in the world.

4. Orders: This section shows recent orders and the price of recent orders.

5. Joined: The Date the customer joined.

6. Export Options: You are able to export all of your client infor-mation to an excel spreadsheet with the export options. Click this button to select the format you want to export your infor-

mation into and select down-load.

Customer EditorThis is the editor where you can see and change information about your customer. When would this be useful? When in contact with a client who has changed their ad-dress or billing information it can be changed here.Profile: Customer Name, email and phone number go here. Email is

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required as the main way to get in contact with someone.Billing Address: This is the address where your customer’s credit card statements are mailed to.Shipping Address: The address where the products will be shipped. This can be different from the billing address. When a customer buys a present as a gift and wants it shipped directly to the person, for

example.Save: Displays the number of or-ders, prices and allows you to save any changes you have made to the customer file.Settings: This is where you can con-trol whether a customer wants to be part of your mailing list. For any client that does not want to receive marketing emails from you, it is not advised to send them. You will no-

tice the dropdown box allows you to define a customer type. Because you will not be doing any sort of wholesaling or dealing with non-profits, customers should always be kept as ‘Retail.’Login & Password: This section allows you to change a customers username and password to login if it is needed.

Managing Your Products

The CatalogThe catalog section is where you manage everything regarding your products. This includes uploading new products, changing prices and information on old products, as well as managing promotions and categories. This section will load up into the Products section where you see a list of products that have been uploaded and are available for pur-chase on your store.Name: This column displays the name of the category. If you scroll your mouse over the name, you will notice a menu come up underneath the name of the product (Edit | Du-plicate | Trash | View). Edit will take you to the Product Editor to make changes to the product listing. Dupli-cate will make a carbon copy of the product listing. Trash will delete the product listing. View will allow you to see how the product looks to the

customer.Category: This column tells you which category each item is catego-rized under. We have categorized your products according to how your drop shipper categorizes them.Price: This is the full retail price of the item. This price can be changed in the product editor.Inventory: The inventory section is the number of each item in stock on your web store. We have set the stock of each item to 10 as an arbi-trary number. We do this to ensure that you get into the habit of check-ing the inventory of your drop ship-per to prevent back-orders.Featured: This list of grey and gold stars determines which products show up on the front page of your website. Any start that is gold means that the corresponding product will show up on the home page of the website. To feature a product, scroll

your mouse over to a product’s cor-responding grey star and click on it. The star will turn gold in a few sec-onds, which means you have set the product as featured. To deactivate the featured function for a product, simply click on he gold star and wait until it turns grey. This product is no longer ‘featured’ and will no longer show up on the home page of the website.Add New: At the top center of the page next to the word ‘Products’, you will find a button labeled ‘Add New.’ Pressing this button will load up a blank Product Editor for you to fill in information about prod-ucts you would like to add to your website. This includes an item name, description, pricing, etc. When adding new items to your inventory, it is encouraged that you use the tabbed browsing feature of your browser. To learn more

about tabbed browsing visit: http://en.wikipedia.org/wiki/Tab_(GUI). For Safari Tabs: http://support.apple.com/kb/HT2521; For IE Tabs: http://windows.microsoft.com/en-US/windows-vista/Tabbed-brows-ing-frequently-asked-questions; For Firefox Tabs: http://www.mozilla.org/en-US/firefox/tabs.html; For Chrome Tabs: http://support.google.com/chrome/bin/answer.py?hl=en&answer=95622.

Product EditorAfter you click the ‘edit’ option un-derneath the name of the product you would like to edit, or ‘Add New’ to add a new product, the product editor will load. This is the section of the website that will allow you to make changes to existing products and or input new information for a new product.The first main box is the Title of the product. Whatever name the prod-uct has should go in this box.Permalink: Directly beneath the product title box you will find a line that says permalink with a web ad-dress. This will be the specific ad-dress to refer someone from any-where on the web to directly view

this product. This is useful when you don’t want someone to get lost looking for a specific product on your website.Main Description Box: Beneath Permalink you will find a large box with a product description in it. This is where any and all descriptions should go for the product. We have copied and pasted the description directly from your drop shipper’s website into this product descrip-tion box. It is encouraged that you tweak this a bit to make it original for Search Engine Optimization. For a quick lesson on copying and past-ing information visit: http://www.webmasternow.com/copyandpaste.

html.Summary: This box should be com-pletely ignored. Do not put any more information in this box.Details & Specs: This box should be completely ignored. Do not put any more information in this box.Product Images: We have preload-ed all the images for your products. This required us to download the images from your drop shipper’s website and upload them to your website. To learn how to download an image visit: http://www.ehow.com/how_4939_download-picture-internet.html. To upload an image to the website, click the “Add New” button within the product images box. It will open up a dialog box to find the image on your computer to upload.Pricing: This box is where pricing is controlled. You should see four la-bels within this box: Price, Sale Price, Shipping, and Inventory. Price is the full retail price of your product. If you would like to change it, you can simply delete that price and type in a new one. We have calculated the pricing to be 40% above wholesale price. If the 40% increase is too high above the drop shipper’s suggested retail price (or MSRP), we used the MSRP as the retail price. Sale Price controls the price of the item if you want it on sale. When the Sale Price

check box is selected, a new pricing box will display beneath it. When you put a sale price in this section, your item will be on sale and anyone that purchases this item will be charged the Sale Price. Where there is a sale price, the item will display the item’s original price with a striketh-rough as well as the sale price with the amount saved if purchased now. Shipping should always be selected or else shipping will not be charged. We have already programmed in

your shipping information. If you see a number in the Weight box, that means your website has been set up with weight-based shipping. For any new products added, you will need to input a weight in pounds to calcu-late the proper shipping. The Inven-tory check box is where you will be able to change the number of prod-ucts you have in stock. The SKU box is the item number. SKU stands for Stock Keeping Unit, meaning each number in that box is unique to the product in your website. This item number matches the item number on your drop shipper’s website. If you are working with multiple drop shippers, it is recommended to use a prefix to your SKU that is unique to the drop shipper. For example, if

one of your drop shippers is GreenSupply.com, a SKU should look something link GS-8UHB43.Save: This is the box where you will save any changes to your products by clicking the blue “Save Product” button. The “Published On” checkbox allows you to pull products down off your shelf without having to delete the information. This is beneficial if you have seasonal items. When an item is unpublished, it will keep all the information in your website da-tabase but no customers will be al-lowed to order the item.Catalog Categories: This section is how we categorize our items in our store. If a category already ex-ists, all you have to do is select the check box of the category you want the item to be under. To add a new category, select the “New Category” option at the bottom of the box. It will ask you to type in the name of the category. Do so and click the Add button just beneath it.Catalog Tags: Ignore this box com-pletely.Settings: This section allows you to implement additional functionality to your web store. Here you will find options for Featured Products, Vari-ants, Add-Ons and Processing Time.Featured Products: This check box has the same functionality as the stars on the products list page. When this box is checked, the item will show up on the home page as a featured product. When it is un-checked, it will only show up in the catalog.Variants (See Next Page): Variants are used when you are selling and item that has several different op-tions to choose from, such as sizes and colors. For example, if you have

a T-Shirt that you are trying to sell that has three colors: red, green and blue; as well as three sizes: small, medium and large; this option will make it easy to make these distinc-tions. Instead of adding nine differ-ent products for each size and color combination, you can add the one product and allow people to pick their size and color combination from a series of drop-down menus.1. To set these options, check the

“Variants” box and then scroll down to the “Pricing” box. You will see within the Pricing Box a section labeled “Variation Op-tion Menus.”

2. Within the “Variation Option Menu” section, you should see two more boxes. Beneath those boxes you will find three buttons: “Add Menu”, “Link Variations” and “Add Option”. For you to add a new menu for a customer to select a color you must hit the “Add Menu” button. It will fill the two boxes with “Option Menu 1” on the left and “New Option 1” & “New Option 2” on the right.

3. Change these menu names by simply clicking once on them to highlight them, then type the titles you would like. If you have more than two colors, add an-other option in the right box by clicking the “Add Option” button. Each time you click it, a new op-tion will be added, and you can input the names accordingly.

4. To add a second menu for sizing, you will need to repeat steps 2 and 3.

5. After you have added all the options you want, you will need to add pricing and inven-tory options for each of the combinations. The system will auto-matically output the possible combinations below the “Variation Option Menus” box. You must fill in the pric-ing the same way you would without options. (Click here to see how to fill in pricing).

6. Deleting an Option or Menu: At any time if you want to delete a size or color, simply go to the option you want to delete and hover over the selection with your mouse. You should see a red circle with a dash in it. Clicking this will delete the selec-tion.

Add Ons: An add-on to a product includes anything someone can purchase for an extra fee. For example, if your drop shipper al-lows a line of embroidery to be added to any piece of clothing, this would be con-sidered an Add On. When this box is checked, you will notice an “Add-On Option Menu” option in the Pricing section. The “Add Ons” will be at the bottom beneath all the pricing of items.1. To set these options,

check the “Add-ons” box and then scroll

down to the “Pricing” box. You will see within the Pricing Box a section labeled “Add-on Option Menus.”

2. Within the “Add-on Option Menu” section, you should see two more boxes. Beneath those boxes you will find three but-tons: “New Add-on Group” and “Add Option”. For you to add a new menu for a customer to select an add-on, you must hit the “Add Menu” button. It will

fill the two boxes with “Add-on Group 1” on the left and “New Option 1” & “New Option 2” on the right.

3. Change these menu names by simply clicking once on them to highlight them, then type the titles you would like. If you have more than two Add-ons, add an-other option in the right box by clicking the “Add Option” button. Each time you click it, a new op-tion will be added and you can

input the names accordingly.4. To add a second menu for anoth-

er Add-on option, you will need to repeat steps 2 and 3.

5. After you have included all the Add-ons you want, you will need to add pricing and inventory options for each of the combi-nations. The system will auto-matically output the possible combinations below the “Varia-tion Option Menus” box. You must fill in the pricing the same

Managing Categories

way you would without options. (Click here to see how to fill in pricing).

6. Deleting an Option or Menu: At any time if you want to delete a size or color, simply go to the option you want to delete and hover over the selection with your mouse. You should see a red circle with a dash in it. Click-ing this will delete the selection.

Processing Time: If you have custom items, you may need to notify cus-tomers of a processing time. You can do this by selecting the processing time checkbox. This will ask you to

put a time range in (from 1 day to X-days).Another submenu of the Catalog option is Categories. Clicking on this section will get you into the category editor. This is the location that allows you to edit category names and descriptions. This sec-tion is much more robust than the category section within the product editor. When you hover your mouse over the name of the categories, you will see three options show up beneath the title: Edit, Delete and View.Edit: Clicking on the name of the

category or the “edit” button will get you into the Category Editor. This is the section where you will be able to change the name of a category, the description of a category and upload the photos that represent the cat-egory.Delete: Clicking this will delete the category from the system. This is useful in case you add a duplicate category or decide to no longer offer that category.View: Clicking this will open up a new browser window that will al-low you to see the products within that category. It will also allow you

Managing Promotions

to see exactly what your customers will see when browsing through this category.Promotions are the easy way to man-age sales and deals on your website. When you add input into the promo-tions section, you will see a list of all the promotions that you have, both active and inactive. To add a new promotion, click the “New Promo-tion” at the top of the page. It will load into the promotions editor.Promotion Name: You will want to title each promotion to keep track of what promotions do what. An ex-ample of a promotion name would be “Christmas 10% Off Sale.”Discount: This section will be where you can set what type of discount you want to apply. The dropdown menu will allow you to make your selection. You can have a percentage off, a dollar amount off, you can of-fer free shipping, or do a buy one get

one free promotion (labeled as ‘buy X, get Y’ in the menu).Conditions: The conditions section is what allows you to set the criteria that this promotion will be valid. for The first dropdown menu allows you to select what products this promo-tion will apply to. The choices here are catalog product, shopping cart, and cart item. When catalog prod-uct is selected, this will apply to any product in the catalog. You will be able to refine promotions with the conditions section at the bottom of this box. Therefore, if you want the category “Jackets” to be 10% off throughout your store, you don’t have to go edit each jacket’s price. When shopping cart is selected, the promotions will only apply for the shopping cart. You would use this option should you want to give 10% off if a customer spends over $150 on items. When cart item is select-

ed, the promotion will only apply to the items you specify and they must be in the cart for the promotion to be active.The second dropdown box is where you will select if a series of condi-tions must be met before the dis-count is applied. If you select “all” then every condition you set must be met for the promotion to acti-vate. If you select “any”, then only one condition must be met for the promotion to activate.The next series of dropdowns is where you can get specific with your conditions. In the image you can see that we have set that this promotion will only be active for products that are categorized as Jackets AND have the word Leather in their name. The first dropdown menu allows you to make a selection of Name, Category, Variation, Price, Sale Price, Type, and Stock. This will be the main section

you want to determine what prod-ucts get the promotions. The second dropdown will give you a series of options that apply to the section. The last text box is where you would want to put the specific condition.Save: In the save box you will see a start date and end date option. This is so you can automate promotions. If you put a start date some time in the future, then the promotion will automatically start on that date and automatically end on the end date you have inputted.

Shopp SetupThis section controls how your shop-ping cart will work. You will find vari-ous areas to adjust taxes, shipping and add different ways for people to pay. When you click on setup the first page that comes up allows you to insert basic information:• Support Key- Already activated

key that authorizes your website for usage. DO NOT DE-ACTIVATE THIS KEY. If you accidentally de-activate the key please contact Small Business Success and we will attempt to re-activate it.

• Base of Operations- The location of your business, the left box is for the country in which you op-erate and the right box is for the State or Provence.

• Target Markets- Select which countries your customers live in that you wish to do business.

• Merchant Email- Primary email address that notifications about your business (including sales and customer interaction) will be sent.

• Business Name- The legal name of your business.

• Business Address- (optional) En-ter the mailing address of your business.

Payment SettingsPayPal Standard- This is the default

setting that Small Business Success, Inc. has set up for you and we do not advise changing these settings un-less you have altered your PayPal ac-count. Click on PayPal in blue to edit· Option Name- Change the name

of the option when on the pay-ment screen.

· E-mail Account- Enter your Pay-Pal account e-mail address to in-sure correct payment.

· Enable order verification- Veri-fies order with PayPal

· Use with PayPal Sandbox- FOR DEVELOPERS ONLY, allows de-velopers to test different PayPal Add-ons they are working on.

Add Payment System- Select which option you wish to add, again PayPal is the default setting that Small Busi-ness Success, Inc. has set up for you. Any additional payment methods will be handled at your own risk.Shipping SettingsTo edit existing shipping options: Click on the shipping option that you wish to change. Fill in the appro-priate fields in regards to what you wish to change. Click “Add Destina-tion Rate” to add addition countries. Click the blue “Save Changes” but-ton to save your edits.To add new shipping options: Click the drop down menu labeled “Add a shipping method..” select which method fits the new option that you wish to add. Fill in the appropriate fields in regards to what you wish to change. Click “Add Destination Rate” to add addition countries. Click the blue “Save Changes” button to save your edits.Tax SettingsTo edit the current tax rate for your state, or if your business moves states, click the blue “%- State, Country” (i.e. 6% — Michigan, USA). On the next screen, change the rate and/or location of your business.