NuggetWeb User’s Manual

NugetWeb User Manual

Welcome to NuggetWeb Merchant Shops!  The fastest and least expensive way to jump-start your online business!  NuggetWeb was designed with small and home businesses in mind to be the most cost-effective way to get your business on the web.

This guide will show you how to get started and maintain your merchant shop, allowing your customers to shop with you, right from the comfort of their own home.

NuggetWeb Merchant Shops includes a shopping cart, several methods of checkout, the ability to put items on sale, the ability to ad or adjust items on the fly and local tax and shipping calculations, just like you’d see on a professionally designed website, for a fraction of the cost.

Let’s get started!


In writing this handbook it became clear that the effort that actually went into performing the tasks necessary to setup a Merchant Shop actually took much less time than reading through this handbook. is currently working on a Quick Start Guide that will take you through the process much quicker, and allow you to get your shop setup without reading an entire book on the subject.

This guide was written as a comprehensive look at your WordPress and WooCommerce site.  It explains the subject matter in detail to answer all the questions you may have about each step in setting up your Merchant Shop, something you won’t find in a Quick Start Guide.  This resource has been setup on the support site and broken down by subject matter to help you quickly gain access to each section and the material you need to answer your questions.  It is not necessary to read this manual in full to setup your Merchant Shop.

In reality, all the steps described in here, up to placing products into your Merchant Shop and maintaining the shop itself should only take you about an hour.  While the Quick Start Guide will answer the question “What do I need to do to get my Shop Online?” it doesn’t answer many other questions that the full guide will, such as:

“Why am I using this setting?”

“How will this affect me and my customers?”

“What will this (setting) do to my customers if I change it?”

“Who does this (setting) affect?”

“Where does my customer go to do _____?”

The handbook is truly a comprehensive look at your Merchant Shop.  If you feel there are any questions it doesn’t answer, feel free to contact us.

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Chapter 1 - Initial Setup

The initial setup of your Merchant Shop will include naming your shop, selecting the web address, deciding which method of payments to use, letting know which selections you’ve chosen, and activating your online shop.  Much of this can be determined while signing up for, but you may want to take some time to think it over before you decide.

Shop Name
The first decision you’ll want to make is what to name your shop.   If you have an existing business, you’ll want to use the same name.  If this is a new business for you, you’ll want to come up with something catchy.  We’ll use this name as the title of your online shop.

Your web Address
The next decision you’ll need to make is what name you want in your web address, commonly called a URL.


 Web address for your Merchant Shop

Figure 1: URL Highlighted in Blue (Above)


All URL’s are similarly named, with at the end of the address such as: is the Domain Name.  This saves you the cost of having to purchase your own .com domain name and maintain that name.  If you would like your own domain name (for example:, we can provide for this, but keep in mind an extra fee will be charged for the service, and a yearly cost is involved.

There are guidelines you should be concerned with when choosing your shop’s name:

  • The name should be a short, but descriptive name for your shop. Try to think of something that describes your business, and easy to remember and type into a web browser.


For example, “” would work very well, but “” is hard for people to digest.


  • The shop name is not case-sensitive, but it can only contain letters, numbers, and hyphens.
  • The hyphen cannot be the first character.
  • Lastly, domain names are subject to restrictions due to trademark and copyright laws. Most of the time, the owner of a registered trademark is able to contest the ownership of a domain name that mimics the registered trademark. This can be a very murky area, but in general it is highly recommended that you not register domains that infringe on registered trademarks unless you are the holder of that trademark (i.e.:

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If you already have a PayPal account, or are using another merchant service to process credit cards, you may skip this step.

Once you’ve decided on the name of your shop, you’ll want to setup a PayPal account. decided to go with PayPal because it’s an easy and cost effective way for your customers to pay you.  They can use their own PayPal account, credit cards or bank transfer to purchase items from your Merchant Shop.  In order for you to get paid, you will need a PayPal account.  You can sign up for one here:

Each plan has its own merits, so you will need to decide what service is right for you. NuggetWeb currently supports the following PayPal account types: PayPay Standard, PayPal Advanced, and PayPal Digital GoodsSome of these will require payments above and beyond your subscription to, and transactions will be handled separately from your monthly fee.

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In addition to PayPal, we support the following gateway services for payments.  Please keep in mind, most of these options will have their own service fees which may be monthly, or per transaction.

  • PayPal Standard
  • Stripe – Fast, easy and professional way to accept credit and debit cards through your Merchant Shop (recommended). Stripe also works well if you sell subscription products or services.
  • PayPal Digital Goods – For selling software or downloadable multimedia.
  • PayPal Advanced – Allows for a seamless checkout experience all in your Merchant Shop.
  • Amazon Payments Advanced – Allows customers to pay you with payment methods kept on file with
  • AIM – Runs Credit Card information through for payment.
  • CIM – Runs Credit Card information through for payment and allows you to keep your customers payment information on file.

Your Merchant Shop includes the ability to accept credit and debit cards using PayPal Standard and Stripe. Other payment gateways can be added by purchasing the Power Plugin Pack.

If you decide to use one of the alternative payment methods, support can help show you how to setup your Merchant Shop to interface with the provider, but you will be responsible for all procedures and costs associated to implement the desired service.  This is because the companies who offer these alternative forms of payment want to deal directly with the company they are offering their services to, and will not work with an intermediary to setup their services.  This protects you and them.  Support fees may be incurred if phone support is required via

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In order to setup your Merchant Shop, we will need both your desired web address, and your PayPal email address, so that we can tell PayPal which account to send payments.  We will not need your PayPal password – just the email address.  If you did not prvide this information on your sign-up form, please submit a support ticket so we can create your Merchant Shop.

Once we’ve received the necessary information outlined above, you will receive a reply email with your new web address and your login and password to your new Merchant Shop.

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You will have received an email from NuggetWeb directing you to your new Merchant Shop which will include your username and password.  Two links will be specified within the email.  The first will take you to your new shop, where you can log in and begin configuring your Merchant Shop.  The second will be a confirmation that you received the email and activate your shop.  Click this second link first.

Confirmation Email

Figure 2: Confirmation Email.  Click the Second Link First


Clicking this link will take you to a confirmation page, letting you know that your Merchant Shop is now active.  Once done, click the second link in the email.  This will direct you to your new shop!

 Confirmation Email

Figure 3: Confirmation Email.  Now Click the First Link

Once there, you will find a login screen to take us to the next step, setting up your shop.  You may have a separate email with a login and password.  Remember to keep these in a safe place where you will remember to find them. does not track password information, however, users can reset their own password in wordpress, using the “I forgot my password” link on the login screen. They will receive an email with a link, allowing them to reset their password online.

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Chapter 2 - Understanding the WordPress Menus

 Welcome to your Merchant Shop

Figure 4: Setting up your Merchant Shop with WordPress

Setting up your Merchant Shop will include a number of steps and decisions you will have to make for your online business.  You’ll want to set a little time aside for this, as it may take anywhere from 20-30 minutes to setup.  However, you should only have to do this once.  If you decide you’d like to go back and change something, you can always come back to the “My Shop” settings and make the change.  First, however, you should login to your new shop.

The first screen you will see when you click the link to your new shop, will contain a place for a username and password.  These will have been provided to you by

 Login Page

Figure 5: Merchant Shop Login Screen


Type your username and password into their respective fields.  If you would like your computer to remember you on the next login, place a checkmark in the box labeled “Remember Me”.  Your browser may also ask if you want it to remember your password.  If you are working on a personal computer, in which no one else has access, this option may be acceptable, but if you are working on a computer that is shared by employees or others, you may not want to allow your browser to remember your password.  Once your username and password are in the required fields, click the button labeled “Log In”.  You will be redirected to your shopkeeper page within WordPress.

WordPress is a simplified way to create and program a web page, in this case your Merchant Shop.  It requires no programming skills, and our guide will walk you through everything you need to know about putting your shop together and publishing it to the web.  Let’s go through the general settings page for your shop.  This will set the overall settings or “rules” by which your shop will follow.  For the most part, you should not need to make many changes to these settings, as most of the defaults are already setup by  However, you should have an understanding of these settings in case you decide to make any changes in the future.  Let’s start with the Merchant Shop Settings.

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The Dashboard is the first screen you will see when you login to your shop.  It gives a quick overview of all the activity that has been taking place in your Merchant Shop.

Figure 6

Figure 6: WordPress Dashboard Screen

The “Right Now” window lets you know what’s happening in your Merchant Shop at the moment.  It lets you know how many posts, pages, categories and tags you have, as well as any comments that have been left on your site.  You have the option to approve all comments, and as such, you will be able to see how many have been approved, how many are pending your approval and how many are deemed to be spam (comments left on your site to solicit business elsewhere).  As you scroll down the dashboard, you’ll notice a “Recent Comments” window, showing you the latest comments posted to your shop, an “Incoming Links” and “ News” (both are self-explanatory within their windows), as well as several merchant tools near the bottom of the page.

It should be noted that these tools are movable!  So if you decide you would like to have your “Monthly Sales Chart”, the “At a Glance” and “My Merchant Shop” right now at the top of the page, you can do so simply by clicking and dragging the tools where you would like them to appear on your screen.

 Figure 7

Figure 7: Some of the Merchant Shop Tools

In the first window pictured above, you’ll notice a quick overview of your shop.  The “My Merchant Shop Right Now” window will tell you how many products you have for sale, how many different categories of products you have (i.e.: electronics vs. food products, for example), how many product tags and product attributes.  It will also tell you how many pending orders you have, how many order are on hold, how many are awaiting payment processing, and how many have been completed.  The “My Merchant Shop Recent Orders” will list all orders in a given time frame, and “My Merchant Shop Recent Reviews” will give a quick overview of any reviews your customers have given to your shop.

“Tags” are keywords that relate to items, posts, or pages and help people find your products, pages, or posts when they use the site search function. They are optional, but useful to your clients.

Attributes are used for products that have variations. Attributes are things like size and color. If you use attributes, then you will likely have “variations”. Variations go hand in hand with attributes. Where an attribute may be “size”, the corresponding variation may be “small”, “medium”, “large”, etc.

In addition to these quick overviews of your sales activity, you will also want to monitor the “Monthly Sales” window, which will chart your sales progress for the month.

 Figure 8

Figure 8: Monthly Sales Chart


You’ll notice two menu’s in this window.  Across the top, is the WordPress menu, with the WordPress Logo in the top left hand corner of the screen.  The first thing you’ll notice is that you will get additional menu options by hovering (simply placing your mouse over the menu item) over the listed options instead of clicking.  Let’s go through the top menu of the screen.  Keep in mind, these are brief descriptions of the menu items listed.  If you are unsure how to use any of these options, it’s best to ask support before changing anything.  You’re sure to find the answer to any questions you have further into this document, but if you don’t, you can contact support by submitting a support ticket.

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The upper menu in the shopkeeper dashboard is primarily responsible for WordPress functionality.  Again, if you are unfamiliar with any of the options presented, make sure you ask support before changing anything.

upper menu2

Figure 9: The WordPress Menu at the top of your screen

Support: This link takes you directly to the NuggetWeb Support Portal (

My Sites: Drop-down menu displaying all the shops to which you have access (in case you have more than one).

My Merchant Shop: Displays an option for you to visit your shop as if you were a customer, but still retain the rights of a shop owner.

 Comments Icon:  Allows you to create, view and respond to any comments left by your customers.

+New: A shortcut icon allowing you to quickly create a new post, upload media (such as an image), create a new page or add a new product.

User Menu: Menu displayed to the far right of the menu bar that allows you to change user options such as password, email address, display name (for answering comments), contact information and any biographical data you’d like your users to know about you.  You will also use this menu to logout of your shopkeeper panel when you are finished making changes.

The user menu will also be populated as customers purchase items from your merchant shop. This way, your customer information is stored automatically for you, so you may contact them any time you need to do so. Also, returning customers can also log back into their account, and re-order merchandise they purchased from your Merchant Shop previously.

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In addition to the top menu, you’ll notice a side menu located on the left hand side of your screen.  You’ll be using this menu more regularly than you will the upper menu at the top of your screen.

Figure 10

Figure 10: The Sidebar

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Clicking the Dashboard menu item takes you directly to the dashboard, which we discussed earlier.  Directly below this menu item you’ll notice two options, “Home” and “My Sites”.

Figure 11

Figure 11: The Dashboard Sidebar Menu

Home:  Clicking the Home menu item, is the same as clicking the “Dashboard” menu item.  It will take you directly to your Dashboard overview screen.

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 Figure 12

Figure 12: Clicking “Posts”


Before we get too far, we should probably explain the difference between a “Post” and a “Page” as these two are easily confused.  This is a popular question, and it’s hard to explain because in a way, posts are pages too. When you click on a link to a page, you get the content from that page. The same thing happens with a post, but WordPress organizes pages differently than it does posts.

Normally, you would use Pages for your main navigation menus (Home, About, Contact Us). In Appearance -> Menus, you can even automatically add new pages that you create to one or all of you website menu’s. You can’t do that with a Post!  Pages are generally timeless, in that it’s something that should always be easily accessible to your visitors.

Posts are generally something that won’t have a permanent place on your website, and are displayed in chronological order to your visitors, placing new posts at the top and pushing older posts further down. A good example would be if you want to tell your customers about a sale coming up, a post would be a great way to get the word out.

It’s also useful to create “Categories” for posts, such as “Sale Events” and “Announcements”. This allows you to use the “Categories” widget in your sidebars, which lets your visitors view just the Posts you have published in specific categories.

You can create categories, by clicking the “Categories” menu item, or tags, by clicking the “Tags” menu item.  Categories split posts by topic, so if you have a shop where you are selling multiple types of items, you can create a category for each, for example, clothing and candles.  If you want to create a post that pertains only to those people shopping for candles in our example above, you would create the post and make sure it falls into the category of “Candles”, and thereby making sure it will only show up in the candle section of the store.  We’ll talk more later about how to create a post and place it into a specific category, but for now, we just want you to know that it can be done.

Tags again, allow you to create words that will associate with a particular item (a post in this case) that people can find by doing a search of your site.  We’ll go into how to create and use tags later.

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Media refers to “Multimedia”, whether it’s a picture for a product, a video or sound clip that you want to place to your site.  Clicking or hovering over the word “Media” will give you two options, “Library” and “Add New”.

Figure 13

Figure 13: From the Media Menu, you can use files you’ve already uploaded, or upload new items to add to your Merchant Shop

Your library is a list of items that you have already uploaded to your site such as pictures for your various products.  You will see the list of items here and have the option to “Edit” the item, “Delete” the item or “View” the item.  If you delete an item in your library, it will be permanently deleted.   The editing features within WordPress are fairly limited, and if you would like to edit an item such as a picture, we recommend using a program specifically for editing pictures, such as “Paint” (comes with Windows) or Adobe Photoshop.  For video editing, you will find there are various programs out there, but many of them are expensive, and you might find that Windows Movie Maker will do the trick.  This is entirely up to you.  However, a couple of things that the WordPress editing function will do that you might find useful is to create a caption or description for your picture.  This is generally an option setting in a Merchant Shop.  As we’ll show you later, you can add descriptive text both short and long form when you create the item for sale in your shop.

The “Add New” menu item is just that, it lets you upload items that are not currently in your library.  Let’s say you want to add a new candle to your shop.  You’ve gone to the effort of taking a rather artsy photograph of the item, and transferred it to your computer.  Now we want to put it into our shop, but first we’ll need to upload the picture to your Merchant Shop.

 Figure 14

Figure 14: You can upload new files by dragging them from Windows Explorer, or clicking the “Select Files” button and browsing for them on your computer.

As you can see in figure 11, you can use the drag and drop feature, by dragging the item from Windows Explorer into the “Drop Files Here” window by placing your browser and Windows Explorer side by side, or simply click “Select Files” and browse for them on your computer.  Once you have selected the file to upload, you will get a display as the file transfers from your computer to your Merchant Shop, and you will find that file in your Library, when it’s finished uploading.  Keep in mind, the maximum file size is 4 MB (megabytes), so file size should be kept fairly small.  In fact, the smaller your image sizes the better, as you pages will load more quickly.

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As we explained earlier under Posts, pages are permanent fixtures in your Merchant Shop.  They are used for such areas of the shop as “About us”, “Contact Us” or even the front page of your shop.

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The “Comments” menu item has only a single menu item.  There are no submenus to this item.

 Figure 15

Figure 15: The comments section allows you to see what people are saying about your Merchant Shop

You have the option to allow comments on new articles, WordPress will place a comment box at the bottom of posts and pages that let people leave public comments. Those comments will show up in this menu, where you can decide if you want to approve the comment, move it to the trash folder, or move it to the spam folder.  By default, has the comments turned off, however should you choose to enable them, you can do so by going to “Settings” and clicking the “Discussion” option and turning comments on.

The comments section allows you to monitor comments that people leave on your site.  In other words, what people are saying about your shop.  As the shopkeeper, you have control over these incoming messages and the comments menu allows you to “Approve” the comment for publication (where others can view it), mark the comment as spam (generally advertisements for other web sites) or place the comment in the trash.  Once a comment has been added to the site, you will have the ability to respond to that comment as well, so if a customer complains that you don’t have an item they would like to see in your shop, you can respond to them and let them know you’ll get it on order for them.  If you decide to enable comments, and spam becomes a problem on your shop, we have solutions available at no cost to Merchant Shop owners. Simply submit a support ticket, and we can assist you.

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This is where most of the action takes place, and where you will setup your items for sale, setup product

 Figure 16

Figure 16: The Products Menu

Categories, place products into categories, add tags, setup and execute shipping options and if needed, assign attributes to your products.  We’ll go into this more in a later chapter, but for now, this should be enough to give you a brief overview of this menu.

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My Merchant shop has several useful items in it, including allowing you to follow up on orders, view reports on your Merchant Shop, setup coupons (if you so desire), setup your Merchant Shop and check on the system status of your shop.  There are several submenus in this menu item.

 Figure 17

Figure 17: My Merchant Shop Menu

The first submenu, orders, allows you to step through the order process, once the order has taken place.  You can keep your customers apprised on where their order is in the process.

 Figure 18

Figure 18: You can mark orders as “in processing” or “Completed” once they are shipped or picked up!

While Figure 14 doesn’t show any current orders, we can see that it will show us the actions we have for a particular order, or we can perform actions on several orders at once using the “Bulk Actions” menu.  Simply check mark all orders that apply, and mark them as “in processing”, meaning you are in the process of fulfilling the order, or as “completed”, meaning you have shipped the item, or the customer has picked the item up from your shop.  Once you’ve selected the appropriate action for the selected orders, simply click “Apply” for those actions to take effect.

The Reports submenu is a very useful tool that you can use to track various things such as sales, coupons, your customers and any stock you may have on hand.

 Figure 19

Figure 19: View your statistics and chart your progress in the “Reports” screen

You’ll notice that this submenu also has its own menu at the top of the screen allowing you to select which report you’d like to view.  If you’re interested in seeing how much stock you have on hand on a particular item, simply click the “Stock” menu item at the top of the screen.  The same can be done for sales, coupons and customers.  These screens will not only tell you about your orders, but chart your progress as well.

The next submenu is the Coupons screen.  Here you can create coupons, edit them and place them in the trash when done.  You can even select several coupons at once and perform bulk actions on them, such as edit or trash.

 Figure 20

Figure 20: The coupon screen lets you create and edit coupons for your shop


We’ll go into more detail on how to create and maintain coupons later in this manual.

The next submenu item is the “Settings” page.  Here you’ll setup the overall functionality of your Merchant shop.  We’re going to dedicate an entire chapter on this, so rather than go into much detail now, we’ll save it for later.  Just know that this is where you will setup your Merchant Shop.

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The Users menu is similar to what you would have with any other online service with which you would have an account.  This option allows you to add and remove users and shopkeepers.  For example, if you would like one of your employees to help manage your shop, you can give them “Shopkeeper” rights to add, remove and edit items just as you would do.  Additionally, you can add users to your shop manually in the event you would like another employee to access your dashboard.

 Figure 21

Figure 21: The Users Menu

The “All Users” submenu allows you to see all active users and edit their profile.  You can assign a color scheme to their name (will show up when they post to your shop), edit username, password, website data, and contact information to include billing and shipping addresses.

The “Add New” submenu allows you to add a user manually in the event that one of your users may be having problems creating their own account, or gives you the ability to simply create an account manually at store checkout.  This is a value added option you can give your customers at checkout at your store.

The Profile submenu stores your personal information for you and your clients, and allows you to decide what “nickname” you would like your visitors to see as the author of your posts. You may want this to be your name, the name of your store, or something along the lines of “Sales Staff” or “Support Staff” if that’s what you want.

The profile page may appear differently depending on your theme. Some may allow you to have an Avatar (a picture associated with your profile), and other may not. In some themes, you may also change the color scheme of the Merchant Shop Dashboard.  Much of the information in your profile will be available to the public. Use caution, and don’t publicize anything you wouldn’t want the world to know about.

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The Wootique menu item Is a powerful tool that will allow you to customize your shop.  Here you can upload a company logo, set your homepage settings, setup the style of your web page, layout options, create a customer footer for your shop and even decide what text style you’ll be using.  There are so many options here, we will be dedicating an entire chapter to this menu item, but for now, know that this is where you will come to setup the look and feel of your Merchant Shop.

Figure 22

Figure 22: Wootique will help you customize the look and feel of your Merchant Shop

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All Merchant shops have a base theme they will run on.  Wootique is part of the theme used in this guide, however the appearance menu takes customizing the look and feel of your shop to the next level by allowing you to decide where your menus will appear, the structure of your menus, add any submenus you would like your customers to see and so on.  Again, we will dedicate an entire chapter to this topic, so all you need to know right now is that this will give you the creative license on how your customers will browse your shop.  (Note: themes can be changed, but will require Shopkeepers to submit a support ticket in order to change their theme.  Not all themes have the same menu items listed in our guide.)

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The “Tools” menu item allows you to import and export comments, posts and products.  You may find it useful to download your items to your local computer to keep on hand, especially if you rotate items through your shop on a regular basis (offer an item one week and not the next, for example).

While we’ve given you a broad tour of the menus within your Merchant Shop, you will most likely only use a small portion of these items on a regular basis.  In our next chapter, we’ll go through setting up your shop for the first time and how these options will affect your store and your customers.

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The settings menu item (not to be confused with the settings submenu under “My Merchant Shop”) gives you control over the WordPress settings for your shop.  You can setup items such as:

  • Your shop title
  • Email address where you will receive notifications
  • Writing settings – i.e. if :-), should appear as an emoticon Smile
  • Reading settings – i.e. In what order posts will appear on your page
  • Discussion settings
  • Media settings (i.e. how big a picture constitutes thumbnail, medium and large)
  • Permalinks
  • Contact form settings


These again will be discussed in further detail in their own chapter.

Figure 23

Figure 23: Settings Menu

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Chapter 3 - Setting up Your Merchant Shop

In this chapter we’ll go through all the menu items that will setup the behavior of your shop.  Things like currency, tax rates and shipping will be setup through this process.  While there may come a time where you will come back and change one of these settings, for most people this will be a one-time setup which should only take a few minutes to walk through.

From the Dashboard screen, click “My Merchant Shop” on the sidebar on the left, and select “Settings”.  This will open up the global settings for your Merchant Shop.  You’ll notice several tabs across the screen, from “General” to “Integration”.  We’ll go through these one by one and explain what each option means to you.  For most of the items listed the default setting will work for many Merchant Shops, although there will probably be at least a few fields you will need to change specific to your Merchant Shop.

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The General tab will setup the most basic behavior of your shop.  We’ll go through these items one by one below:

General Options
Base Location

This is where you will setup the primary location of your web store, whether you are running the Merchant Shop out of your own home or have a storefront, this will be the location where your Merchant Shop resides, by country or state.  Tax rates will be determined by your location.

The currency option allows you to decide which currency your shop will accept as payment.  Unless you are setting up a shop outside of the United States, the default of “US Dollars” would be best to use.

Allowed Countries & Specific Countries
These two fields work together to determine which countries you are willing to ship your products.  If you wish to keep your business within the United States, for example, you can simply list “Specific Countries” in the “Allowed Countries” field and specify “United States” in the “Specific Countries” field.  If you are willing to ship anywhere in the world, you can select “All Countries” in the “Allowed Countries” field, leaving the “Specific Countries” field blank.  Keep in mind shipping rates outside of the United States tends to be fairly expensive, so make sure you are prepared to explain the added cost to the customer.

Store Notice
A store notice will give you the option of displaying a message to those visiting your site that tells them something is going on with the site itself.  It could be anything from a sales event to a warning that your site will be down for maintenance for a period of time.  Regardless, it is a tool that allows you to make store-wide announcements to alert your customers that something is happening.

 Figure 24

Figure 24: Store Notice


Cart, Checkout and Accounts
Coupons (Checked by default)
This option enables the use of coupons within your Merchant Shop.

Figure 25

Figure 25: Cart, Checkout and Accounts Options

The checkout area allows for four options, enable guest checkout, enable customer note field on checkout, force secure checkout and un-force HTTPS when leaving checkout.  All of these items can be toggled by placing or removing a check mark beside each option.

Enabling the guest checkout will allow a person to add items to their cart and check out of your store without signing up for an account.   This option is un-checked by default, primarily because the system will not present local pickup or local delivery shipping options for guest checkout if this is checked.

Enabling the customer note field on checkout allows the customer to leave a note to you which may have something to do with their order.  For example, if your customer wanted to specify a date of delivery, they might put this in the note field, which would then tell you not to ship until a specific date.  This item is checked by default.

The last two items have to do with secure checkout. shops come with the ability to give your customers secure transactions with what’s known as a Secure Sockets Layer (SSL) certificate.  This encrypts data so that your customer’s transactions can be done securely over the web.   Once that transaction is finished, we want the customer to seamlessly transition out of the secure area, hence the “un-force HTTPS when leaving checkout” is also checked by default.

The registration area determines the behavior of your site when allowing users to register as a customer/user.  By default all three of these options are checked.

Allow registration on the checkout page gives your customers one last option to register on the site.

Allow registration on the “My Accounts” page will offer your customers the option to sign up as a customer/user on that page.

The “Register using the email address for username” will allow customers to login using their email address rather than having to specifically choose a username for themselves.

Customer Accounts
The three options listed here determine the behavior of the customer accounts once they’ve registered with your site.

 Figure 26

Figure 26: Customer Accounts Options

The first option, “Prevent Customers from accessing WordPress Admin” keeps outside users away from the menus you use to setup your shop.  This is checked by default.

The second option will automatically clear out the cart when your customer logs out of the site.  This is unchecked by default, as they may decide to come back at a later date to make their purchases.

Lastly, placing a checkmark in the “Allow customers to repurchase orders from their account page” will keep track of your users items that they have previously purchased and allow them to come back and add them to their cart in order to repurchase those items, saving them time.  However, if your store rotates items frequently, and older items have been taken out of stock, you may want to leave this option unchecked.

Styles and Scripts
The Styles and Scripts menu allows for customization for your Merchant Shop.

 Figure 27

Figure 27: Styles and Scripts Options

Under “Styling” you’ll notice that “Enable My Merchant Shop CSS” is checked by default.  CSS stands for Cascading Style Sheets, and it is what defines the styling of a website. This includes thing like the color, size, and font of you text. Background colors and images, and how menus are displayed.

Each Merchant Shop uses a “theme” that includes the CSS styles for each individual theme. All themes have options to allow you to customize these things to a degree in the “Appearance” menus. Some themes, like the default “Wootique” theme, also include an additional menu to allow Merchant Shop owners even more options.

The “Styles” options will allow you to customize the colors of your Merchant Shop.  These options are as follows:

Primary – Call to action buttons/price slider/layered navigation user interface
Secondary – Buttons and tabs
Highlight – Price labels and Sale Flashes
Content – Your themes page background – used for tab active states
Subtext – Used for certain text and asides – breadcrumbs, small text etc.

The next item allows a “Lightbox” window to be opened up when a customer clicks on a product to get more detail.  A Lightbox is the term given for items that open up in a “layer” over-top of the current page, rather than navigating your browser to a different page to see the content.

Figure 28

Figure 28: A lightbox window allows your customers to take a closer look without browsing away from the purchase page.
In the example shown above, I’ve clicked on a product within one of the shops to take a closer look at the item.  A window pops up (the lightbox) that allows me to see the item in more detail, without browsing away from the purchase page, which you can see in the background.

Downloadable Products
Downloadable products are items such as music, video or software that you are selling on your website.  Perhaps you are a drum instructor and want to sell your lessons online and each video is of a new lesson. gives you the option to sell downloadable products to your customers.  There are three options for this feature.

 Figure 29

Figure 29: Downloadable Products Options

The file download method is set to “force download” by default.  Once the item is purchased, your website will “push” the file down to your customer’s browser, and give them the option on where to save that file.  Additionally, “Force Download” will hide the URL of the file being downloaded (to keep people from passing a link to their friends to download for free), and “Redirect only” (another option in this drop down list) will direct the user’s browser to the URL of the file, which will give away the address of the file.  It is recommended that you keep the default setting of “Force Download” in order to maintain the value of your product.  A last option may appear in this list as “X-Accel-Redirect/X-Senfile”, however this is not yet supported by NuggetWeb. We anticipate this option being available by late 2014.

Access restriction for downloads is by default set to “Downloads require login”, basically forcing your customers to login to acquire their content.  This does not apply to content purchased under a guest login.  However, if a guest makes a content purchase, your system will not be able to track their purchase, so a guest will not be able to login in the future and re-download their purchase if they lost that content.

The last item, “Grant access to downloadable products after payment”, allows your customer immediate access to their purchase following payment.  It also allows them to come back, login in, and re-download the content that they have already purchased.

Save Changes
The last item on each setup page will be the “Save Changes” button.  If you have made any changes to the items on any of the settings page, you will want to click this button before moving on.

 Figure 30

Figure 30: Save Changes Button

If you have made changes to the page, and try to click out of the settings page you were working on, you will receive an error:

Figure 31

Figure 31: An Error message will popup if you have made changes and not saved them!

If you wish to keep the changes you made while editing the page you were working on, click “Stay on this page” and navigate to the “Save Changes” button at the bottom of the page and click this before leaving the page you were working on.  If you are uncertain, or know that you don’t want to save your changes, click “Leave this page”.  You can always come back to it and make changes later.

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The catalog tab gives you control over the items in your catalog, how they are displayed, what order they appear in and so on.  The catalog refers to everything, categories (optional), sub-categories (optional) and products.  It is the container for all other items in your Merchant Shop.

 Figure 32

Figure 32: How Categories, SubCategories and Products can be nested in your Catalog

Catalog Options
The catalog options primarily deal with how your shop should appear to your customers.

 Figure 33

Figure 33: Catalog Options allow you to customize how your items appear in your Merchant Shop

Default Product Sorting
The default product sorting tells your Merchant Shop how you would like your products displayed (in what order items should appear).  You have several sorting options which will display either within the store, or within each category:

–          Custom Ordering + Name (default setting): This sorts the items in your shop first by the order in which you place them into the shop, then by their name.

–          Popularity: Items that sell the most, will appear first.

–          Average Rating:  Items that are rated highest will appear first.

–          Most Recent:  Newest items will appear first.

–          Sort by Price (Asc): This will sort items by price with the highest dollar amount first and the lowest dollar amount last.

–          Sort by Price (Dec): This will sort items by price with the lowest dollar amount first and the highest dollar amount last.


Shop Page Display
The Shop Page Display refers to what the customer sees when they click on a “Shop” menu item.  If you have decide to break your products down into categories, you will probably want to choose either “Show subcategories”, or “Show both”. This may depend on how many categories you have created. If you only have a few categories, you will likely want to choose “Show both.  The best advice here is to choose a setting, look at your Merchant Shop, and decide if this is the best display for you.  If you don’t like it, you can always come back and change it to one of the other settings.

Default Category Display
This option lets you decide if you want to display categories and subcategories or just your products.  If you shop just has a few items and doesn’t contain any categories, you will probably want to select to show just your products.  However, if you have decided to create categories and subcategories, you will probably want to use the “Show Both” option for this feature.  Just to reiterate, categories can contain both products and subcategories contained within your catalog.


Product Data
The product data feature options allows you to choose which options you would like to display when creating your products and what options will appear to your customers.

Product Fields
There are several options to choose from that will help you manage your shop.  All are checked by default.

 Figure 34

Figure 34: product Data Options

Enable the SKU for products
The SKU, or Stock Keeping Unit is a unique identifier that is associated with a product. You may call this a stock number, or stock id. Enabling this option will allow you to keep track of your inventory by SKU making it easier for you to track your inventory.

Enable Weight Field for Products
This option allows you to predetermine the weight of your product for shipping purposes.

Enable the Dimension Fields for Products
This option will allow you to predetermine the length, width and height of your product for shipping purposes.

Show weight and dimension values on the Additional Information tab
This setting determines whether or not you wish to allow your customers to see the weight and dimensions of the item for sale.  If checked, the customer will see a tab in addition to the “Description” and “Reviews” tab that will allow them to see the values you’ve placed in the weight height and width fields for that product.

Product Ratings
There are three options under the products ratings section of the Catalog tab.  The first one, “Enable Ratings On Reviews” allows your customers to rate your product on a ratings scale.  This may be from zero to five stars, for example.  The second checkbox, “Ratings are required to leave a review” forces the customer to rate the product if they are going to leave a review.  Lastly, the checkbox labeled “Show “verified owner” label for customer reviews” allows other customers to know whether or not the person reviewing the product has actually purchased this product from your store and is a “verified owner” of the product being reviewed.
Pricing Options
The pricing options section of the Catalog tab allows you to set how the prices will be displayed in your shop.

 Figure 35

Figure 35: Pricing Options allow you to set how currency will be displayed

Currency Position
Controls the position of the currency symbol.  Dollars are typically to the left of the amount.

Thousand Separator
Determines which symbol will be used for amounts over $999.00.  For example, $2,599.00.

Decimal Separator
Determines which symbol will be used for amounts less than one dollar.  For example, gloves priced at $10.95.

Number of Decimals
This sets the amount of numbers which will show up after the decimal point.  In US currency, this is typically two.  For example, $10.95.

Trailing Zeros
This determines whether or not the price of an item at an even dollar amount will display zeros after the decimal point.  For example, if you have an item you are selling for ten dollars even (no additional change), by placing a check mark in this box, $10.00 will become simply $10 while on display in your Merchant Shop.

Image Options
The image options section of the catalog will allow you to set the dimensions of the images in your Merchant Shop.  Most shop owners will not need to change these, however, if you decide to resize the default settings for your images, you will need to regenerate your thumbnails that have been previously uploaded to your Merchant Shop.  Thumbnails are the small pictures representing your products, which will display at full size if the item is clicked.  In figure 35 below, you’ll see the size of your images represented in pixels.  A pixel is the smallest portion of a picture you see on your computer.   A single pixel is so small, it’s almost invisible on the computer screen.  By setting the number of pixels by height and width, you set the area of your picture.

 Figure 36

Figure 36: The Image Options are used to size the pictures displayed in your Merchant Shop

Catalog Images represent the pictures that will be used in your product listings.  They may be used for categories or subcategories to display the type of item you will find under each.  The single product images are used to show the product on the main product page, the page where the customer sees the full information for that product.  Lastly, product thumbnails are smaller pictures which are used in the gallery display that give customers a general idea of what the product looks like.  The “Hard Crop” checkbox next to each of these options can crop your photos for you to fit within the specified size.  The system will first attempt to fit your picture to the specified size before cropping whatever is left.  Lightbox images will display the entire picture, uncropped.


 Figure 37

Figure 37: Thumbnails of the items for sale in your Merchant Shop

 Figure 38

Figure 38: A Single Product Image takes up much more of the screen than a thumbnail

As you can see in the figures above, a representation of the product (smaller image) is used in the gallery display of all your products on a single page, while the product image gives the customer a better view (larger image) of the product on its actual page.

Lastly on the Catalog tab, we see the “Save Changes” button again.  If you have made any changes to the Catalog tab you wish to keep, make sure you click this button before moving on to the next tab.

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The pages tab defines which page does what within your Merchant Shop.  Many of these are built-in templates to the theme of your shop, so unless you have come up with a custom page (for your shop base page, for example) it’s best to leave these at their defaults.  We’ll define what each page represents below.

Shop Base Page
Also known as a “landing page”, this is where your customer will first enter your Merchant Shop, and is the first page they will see.

Terms Page ID
While does not provide you with a “Terms and Conditions of use” page, it may be in your best interest to create one, stating your company’s policies on things like purchases, returns and the things that you will and won’t be liable for when a customer purchase from your shop.  Generally speaking, most online stores present these terms and conditions at the time of purchase with a checkbox stating that the customer has agreed to your terms and conditions of use.  You will need a link from this checkbox to a page (terms page ID) which you will create stating your terms and conditions of use.  For a sample Retail terms and conditions, you can refer here:
Shop Pages
These are the various pages that make up your Merchant Shop.

Cart Page
The main page for your shopping cart.  This page holds the items your customer placed in their shopping cart while browsing through your Merchant Shop.

Checkout Page
This is where your customers determine their shipping options, quantity of each product and agree to your terms and conditions.

Pay Page
This is where your customers will pay for the items in their shopping cart via credit card, paypal or another gateway payment service that you have chosen to use.

Thanks Page
This is a page displays the order details to your customers after checkout.

My Account Page
This is the page your customer can change their account information.

Edit Address Page
Users can come here to create or update their billing address.

View Order Page
This page is typically seen after the customer has completed their order and displays a summary of the purchased products, how the merchandise was shipped and how the customer was billed.

Change Password
This is the area where the customer can go to change their password for their account.

Logout Page
A page that is displayed once the customer logs out of the site.

Lost Password Page
If your customer has lost their password to your Merchant Shop, they can come to this page to reset their password.  A new password will be sent to them via the email registered with your shop.

Again, at the bottom of the “Pages” tab is the “Save Changes” button.  If you have made any changes to the information on this page, make sure you click this button before leaving this page.

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This tab determines if you would like the system to keep control of your inventory for you and provide you with notifications such as low stock warnings.

 Figure 39

Figure 39: The inventory Options tab allows you to customize how the system will assist you in inventory control

Manage Stock
This allows you to determine if you would like the system to help you manage your shop inventory.

Hold Stock (Minutes)
This determines how long you are willing to hold an item for a customer before they pay for the product.  Hold time begins when someone places an item in their cart and prior to checkout.  Once this time limit is reached, and the order is not paid for, stock is released and the order is cancelled.  While using this option (checked) prevents unfinished orders from staying in your reports and also allows another customer to purchase the item after it is placed back in stock, your customer may be surprised to find out that they just came back from whatever task they were doing to find that the item they placed in their cart is now gone.  It may be prudent to inform the customer in the cart area of your Merchant Shop, if you are using this option.

When an item in your Merchant Shop inventory becomes low, you can be notified by the system that your stock is getting low, and also when you run out of an item.  These notifications will be sent to an email address you specify in the “Notification Recipient” field.

Low Stock Threshold
This is the number at which the system will send you a notice when your stock on a specific item is low, telling you it may be time to re-order more of that item.

Out of Stock Threshold
This is the number at which the system will send you a notification when you are out of stock on a particular item.

Out of Stock Visibility
This lets you determine if an item that is out of stock will continue to be displayed in the store.  If your customers don’t mind your backordering the item, you may decide to allow the item to stay visible on your Merchant Shop.  In this case, you would remove the checkmark from the box.  However, you may decide that you would like that item pulled from visibility until you are able to fulfill any orders that are submitted to your shop, in which case, leave this box checked.

Stock Display Format
This allows you to determine if you would like your customers to see how many items are in stock.  The first option, “Always show stock” will show the stock count, no matter how many items you have in stock.  The second option, “Only show stock when low” will display the stock when you’ve reached the low stock threshold, alerting the customer that there are not many more of this item in stock.  This can provide incentive for the customer to purchase the item before you run out of stock, and also alerts them that there are not many of this item left for them to purchase, and may be gone the next time they visit.  The last option, “Never show stock amount” will remove the option to show any stock amount at any time on any product.  If you feel you can fulfill your order quickly if out of stock, this may be an option for you.  However, customers who shop online tend not to be patient, and if they find out their order is on backorder after their purchase, you may very well lose a customer!

Again, at the bottom of the “Inventory” tab is the “Save Changes” button.  If you have made any changes to the information on this page, make sure you click this button before leaving this page.

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This tab allows you to determine how you would like to handle taxes on your customers’ purchases.

 Figure 40

Figure 40: The Tax Tab allows you to determine how best to collect taxes for your Merchant Shop

Given that most governments are rather unforgiving when it comes to collecting taxes, it will probably be a smart option to enable taxes and tax collection on your customers’ purchases.  Keep in mind that it is up to you to save this money back for the time when you will need to send your tax money in to the appropriate agencies.  The last thing you want is for the tax collector to come looking for you!

If you are selling a downloadable product, your products may be exempt under the Internet Tax Freedom Act (ITFA).  However, you should do some research and find out before you decide not to add tax your customers’ purchases by asking your accountant.

Enable Taxes and Tax Calculations
Not every state collects the same amount of taxes, and some don’t collect for online purchases at all!  The built in-tax calculator does this work for you, providing tax information, based on the customers location input by zip code.  Taxes will be calculated at the time of purchase and based on the shipping address of the product.  For more about when to tax and how much, you can read more about this topic at

Prices Entered With Tax
This is an important decision you will need to make.  Most online shops list the prices of their items without taxes included.  Should you wish to include taxes with each item, you will need to calculate the tax on each item manually.  If you have a chart showing state and city taxes around the country, you can do this fairly easily.  However, not knowing where the product is going ahead of time makes this task incredibly difficult and it is recommended that you allow the system to calculate your customers’ taxes at the time of checkout.

Calculate Tax Based On
In the US, Physical products purchased online are taxes based on where the goods are being sent, or the shipping address.  However, depending on where your Merchant Shop is based, you may need to collect taxes based on the billing address, or your own Merchant Shop address.

Default Customer Address
This should be set to your business’ physical address. Because there is no way to calculate sales tax prior to knowing the customers’ shipping address, this address will be temporarily used until the customer inputs their shipping address at checkout.

Round Tax at Subtotal rather than rounding per line
This option allows you to decide whether to round up your tax on each line item (unchecked) or round up at the subtotal line (checked) before your customer checks out. The calculations will end up being just slightly different, but can add up over time, so it’s a good idea to ask your accountant how you are required to calculate tax.

Additional Tax Classes
This field allows you to manually enter tax classes not listed in the Shipping Tax Class option.  Use this only if your country or state has alternate rules regarding taxes and shipping such as Value Added Tax (VAT). Again, if you are unsure of what your default tax class should be, you should take the time to ask your accountant.

Display Prices during Cart / Checkout
This gives you the option of including or excluding taxes prior to customer checkout.  Customers will be able to see the amount of tax prior to purchase.

Again, at the bottom of the “Taxes” tab is the “Save Changes” button.  If you have made any changes to the information on this page, make sure you click this button before leaving this page.

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The shipping tab allows you control over the various built-in shipping features of your Merchant Shop.

 Figure 41

Figure 41: Shipping options can be configured for your Merchant Shop in the Shipping Tab

Enable Shipping
Using this option allows the system to calculate shipping for you, based on the shipping address input by your customer and the type of shipping they have selected.

Enable the Shipping Calculator on the Cart page
Placing a check mark in this option allows the shipping calculator will be displayed before the customer’s shipping address is known, and this cost will be calculated based on the default shipping address (your business’ physical address) until the customer inputs their address.  Leaving it unchecked will wait until the customer has gone through the registration process before attempting to calculate shipping.

Hide Shipping Costs until an Address is Entered
Using this option will not allow a customer to see the shipping costs until they have entered a valid shipping address.

Shipping Method Display
This determines if your customer will be able to select the type of shipping they would like using Radio Buttons (Select button) or Selection Boxes (Form checkbox).  There is no functional difference between the two, this choice is simply for aesthetic purposes.

Shipping Destination
This option sets the default shipping option of shipping only to the customers shipping address, ship to the shipping address by default (allowing them the option of having it shipped elsewhere), or to collect the shipping address even when not required, for example when a customer has chosen to come in and pick up their item.

Shipping Methods
The shipping methods area allows you to set your default shipping method and the order in which the various shipping options will appear to your customer.   You can choose the default shipping method by placing a mark in the radio button () next to the shipping method you would like to use by default.  Additionally, you can decide the order in which the various shipping methods appear by dragging and dropping the desired shipping method above or below other shipping methods.

Additionally, you can decide which shipping methods you wish to use by using the menu at the top of the tab:

 Figure 42

Figure 42: You can decide to create, change or use a specific delivery method


If you don’t want to use a shipping option, click on the link for that shipping option, just below the tabs, and you can turn each shipping method off or on.  Additionally, if you would like to calculate Fedex, UPS, or USPS shipping, can offer an add-on for those services. You must have an account with the shipping service being added for the calculators to work.

 Figure 43

Figure 43: You can determine whether or not to use a specific shipping method, and when

There are also additional options for each shipping method such as surcharge for delivery fee, what zip codes allow for local pickup or local delivery and what qualifies for free shipping.  Look around each shipping option and determine what options will work best for your Merchant Shop.

Again, at the bottom of the “Shipping” tab is the “Save Changes” button.  If you have made any changes to the information on this page, make sure you click this button before leaving this page.

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The payment gateways tab allows you to determine which payment option will be the default and in what order they will appear.  Just like the “Shipping Methods” option above, you can drag and drop these to create the order in which your customers will see these options.

Similar to the shipping tab, you will notice a menu at the top of the page:

 Figure 44

Figure 44: Decide which payment methods to use and setup how those transactions will occur


This payment option can be setup by clicking the “PayPal” option at the top of the page.  The first checkbox will give you the option to use (checkmark) or not use (no checkmark) this form of payment.  As you look down the page, other options become available.

The title of this form of payment, in this case Paypal.

The description your customers will see regarding this form of payment.

Paypal Email
This is the email for your PayPal account.  This is a mandatory field in order for you to take payment.

Receiver Email
This is generally the same email address as you entered under “PayPal Email”, however if it does differ, you will need to enter your main receiver email you specified when setting up your PayPal account.  This used to verify Instant Payment Notification (IPN) requests.

Invoice Prefix
Most shops standardize their invoices with a prefix.  This could be a number or a short name that prefaces an automatically generated number for your invoice.  You might use this to separate your online sales from your offline sales, or make it a short version of your business name so your customers will always recognize your invoices.

Submission Method
If this box is checked, your customers order will be submitted to PayPal by a form, rather than a redirect request (electronically).

Page Style
This allows you to define the style of the page your customers will see and is setup through your PayPal account.  The name you place here is a reference that will be picked up by PayPal and your customer will be directed to your page style within the PayPal network.

Shipping Details
You have the option to send PayPal a shipping address instead of a billing address.  However this could complicate things if the shipping address is different from the billing address.  If the payment method is checked against the billing address and the addresses are different, payment will be denied, so it’s best to send the billing information to PayPal instead of the shipping information.

Address Override
PayPal verifies addresses by default, prior to shipping an item.  This “check” can cause errors and therefore we recommend keeping this setting disabled (unchecked).

Enable PayPal Sandbox
Enabling the PayPal sandbox allows you to send test payments through the system to verify they are working properly.  You will need a developer account for PayPal, which you can get on their developer site.

Debug Log
This is a built-in system of logging transactions through the PayPal system.  Use this if you are having problems with payment tranactions through PayPal.


The Stripe payment gateway requires a free account with, and allows your customers to checkout using their credit or debt card without leaving your Merchant Shop. Stripe is very easy to set up, and allows you to accept Visa, MasterCard, American Express, JCB, Discover and Diners Club.

Once your have your account set up, log into your dashboard and select Account Settings. 

 Stripe Dashboard

Select Account Settings in your Dashboard

At the top of your Account Settings screen, click on the API Keys icon.

Account Settings

Select API Keys in your Account Settings

The API Keys page provides you with the encryption keys you will need to configure your Merchant Shop to use Stripe. You will need these keys in a moment, so open another tab in your web browser (Ctrl + t) and log into your Merchant Shop Dashboard.

Hold your mouse over My Merchant Shop and click on Settings. Next, click on the Payment Gateways tab, and select Stripe.

Sstripe Gateway Top

In your Merchant Shop Payment Gateways tab, click the Stripe link.

Click the check-box to enable Stripe on your Merchant Shop checkout.

You can change the title and description that will be displayed to your customers at checkout, or leave them as they are.

If you would like to test your checkout with a dummy credit card number, place a check in the Enable Test Mode box. Just remember to un-check this when you are done testing so purchases will be processed properly. With Stripe, you can also test your checkout with test mode disabled.

The next section is for the API keys you retrieved earlier from your dashboard. Enter each or the keys from your Stripe dashboard into the corresponding fields in your Merchant Shop dashboard. Make sure to enter all four keys exactly as they are.

Stripe Gateway Lower

Enter your API Keys into your Merchant Account Dashboard.

Unless you don’t plan to charge your customers at the time of purchase, leave a checkmark in the box labeled “Capture charge immediately”.

The Enable Stripe Checkout and Stripe Checkout Image are optional. Instead of collecting the payment information directly on the page, this option will open a popup form with the image you specify to collect the payment information.

Make sure to click Save Changes, and again – if you plan to test your checkout, make sure to remove the check mark when you are done testing.


This section allows you to setup Check payments through your payment gateway. You can enable and disable this option in this section, as well as setup a Message to your customers telling them where to send their check for payment. Remember that it is probably a good idea to make sure the check clears the bank before sending your merchandise to your customer, and let them know the reason for the delay in delivery while using this payment method.

Cash On Delivery

This option allows your customers to purchase items with the understanding that they will be paying cash upon delivery of their purchase. You can also setup a message letting your customers know what areas you plan on delivering and any instructions you wish to add to their order.


BACS stands for Bank Account Clearing System, and is also known as a wire transfer or direct bank transfer.  Using this method, money is transferred directly from the customers account to yours.  While this seems like it would be the safest method of payment, it can be expensive and can take up to three working days to clear.

Mijireh Checkout

The last alternative method of payment is using Mijireh Checkout, which allows for over 90 separate types of payment gateways.  You can learn more about Mijireh Checkout on their website including how it interacts with WooCommerce (the system used on

At the bottom of the “Payment Gateways” tab is the “Save Changes” button.  If you have made any changes to the information on any of these pages, make sure you click this button before leaving this section.

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The emails tab sets up the automated functions and features of email correspondence with your customers.  These emails are sent out depending on what tasks you and your clients perform.

For example, when your customer purchase a product, the system will automatically send them a “Thank You” message. You can change the message your customers receive in the “New Order” section of the Email Settings.

Subsequently, emails will be generated when you begin processing the order, complete the order and send the customer their invoice.  The customer will also receive an automated email if they reset their password.

Some areas of this section will seem a little repetitive, but this is because certain functions related to email are exactly the same whether you are modifying the “New Order” options or the “Customer Invoice” tab.  It should also be noted that if you change anything in any of the email sections, you should click the “Save Changes” prior to moving on to the next section or you will lose any changes you have made.

 Figure 45

Figure 45: Email options allow you to customize the automated emails that are sent to your customers.

In the main section of the email tab, you will setup the look and feel of your email.

Email Sender Options
Use this section to setup the information you would like your customers to see about you.  In the “From Name” field, you can either place your name, or more commonly, the name of your shop.  In the “From Email Address” field, make sure you put the email address where you would like your customers to reach you.  You may use the email address associated with your account for your shop, if that is the best address to reach you at.

If you have an existing email address you would like to use you can alternatively place that email address in the box.

Email Template
The email template allows you to configure your emails with default items such as you company logo or stationary header (Header Image field), a footer that may contain your company signature or other information you’d like to tell your customer (such as a privacy statement), as well as the color scheme your emails will take on.

You set these colors and take a peek at how your emails will appear by clicking the “Click here to preview your email template” above the header image field.  Note: You will not be able to preview your changed colors until you have clicked the “Save Changes” button at the bottom of this page.  If you don’t like the colors scheme you picked out, try another!

You can’t go wrong, since the original (or default) colors are listed to the far right of each color field. Simply type those numbers back in to the color field to get back to the original colors.  Once you’re done configuring your email options, make sure you click the “Save Changes” button at the bottom of this page for your changes to take effect.

Header Image
The header image field is looking for a URL as to where your picture file will be located.  The easiest way to do this is to go to the “Media Uploader”, which can be accessed through this page via the “media uploader” link under the header image field, or by going to the “Media” option on the sidebar menu on the left.  If you haven’t uploaded the file you wish to use, you can do so by clicking the “Select File” button in the middle of the Media Uploader, and browse to your file.  Once the file has uploaded, it should show up just below the media uploader.

 Figure 46

Figure 46: You can upload and edit media pictures within the media section of the sidebar

In order to obtain the URL you will need for your email header, click the “Edit” link next to your picture.

Figure 47

Figure 47: Locate the URL of a Picture within the Edit Media page of WordPress

This will open up the “Edit Media” screen.  On the right hand side of this screen, you’ll find a field with the title “File URL”.  Click your mouse within this field and you’ll see your cursor blinking within the text.

Holding down the control button (CTRL), press the “a” key on your keyboard.  This key combination is a “select all” within windows.  The entire URL should now show in blue.

Right click on the text in this field and select “Copy” from the menu (alternatively, you can use CTRL+c to copy).

Now that you’ve copied your URL, head back to the email settings by clicking “My Merchant Shop” and then “Settings”, and finally the “Email” tab at the top of the settings page.

Find the “Header Image” field halfway down the page and right click within this field and select “Paste” from the context menu (alternatively, you can click your cursor within the field and use CTRL+v to paste).

You now have the URL to the image file you’d like to use within your emails.  Make sure to preview your header image by clicking the “Click here to preview your email template” and make sure you don’t need to resize your image.

In addition to your “sender” email options, you can also configure how your emails look and feel for each type of email that goes out to your customer.

 Figure 48

Figure 48: There are several types of emails your customers can receive

New Order
This type of email will be sent to you or your shipping department to notify you that you have a new order. You have the option to Enable/Disable this option, but if you remove the checkmark from this box, you will not be notified of new orders!

The field for “Recipients” is for either you, as the shop owner, or your order fulfillment department, if you have one.  Additionally, you can have an email automatically generated to more than one person by separating multiple email addresses by placing a comma between the email addresses.  For example:,, etc…..

Using the comma separators allows you to have automatically generated emails sent to more than one person in the event you have such a need.

Looking at the “Subject Header” field, you’ll notice a rather cryptic line that will fill in the blanks when an email is sent:

[{blogname}] New customer order ({order_number}) – {order_date}

[{blogname}]  –  Represents your shop name.  This will be filled in automatically.
({order_number})  –  A unique sequential order number which will be automatically assigned by the system when an order is placed (1001, 1002, 1003, …).
{order_date}  –  Represents the date the order was placed, and will be generated automatically at the time each order is placed.

Because of the format that this line takes, it is recommended that you leave it at the default.

The “Email Heading” field assigns a header to the email as it is generated.  In this case “New Customer Order”, letting you know there is a new order that needs to be fulfilled.

Lastly, you can decide whether or not to have the automatically generated email sent in plain text or HTML.

HTML email allow for hyperlinks, similar to the links that appear in your internet browser. Plain text emails will not allow for hyperlinks. 

Your decision on whether or not to use HTML in your emails is purely aesthetic.

Processing Order
A Processing Order email will be automatically generated and sent via email to your customer after payment with their order details.  Again, you can Enable/Disable this option, but its best to keep your clients informed so they’re not wondering if their order went through.  The “Email Subject” again has a rather cryptic line that reads like this:

Your {blogname} order receipt from {order_date}

{blogname}  –  Your store name
{order_date}  –  The date the product was ordered

Like the new order email, these fields will be translated by the system to include your company name and the date of the order as it appears to the customer.  The email header can contain a short message such as the default “Thank you for your order”, or you can change to something that you feel fits your Merchant Shop more appropriately.

Lastly, you decide again whether or not to use HTML for your email format.

Completed Order
A Completed Order email will be generated when you mark an order as fulfilled, and sent via email to your customer.  You have the option to Enable/Disable this feature, but again it’s best to keep your customers informed and leave the checkbox at its default.  The “subject” field of this email again contains a rather cryptic text:

Your {blogname} order from {order_date} is complete
{blogname}  –  Your shop name
{order_date}  –  The date the product was ordered

Again, these will be translated by the system and substitute the items in brackets to what they should be when the email is sent to the customer.

The “Email Heading” field, will default to “Your Order is Complete”, but again, you can change this to meet the needs of your Merchant Shop, or leave it at its default.

The “Subject Downloadable” field is similar to the “Subject” field in that the items in brackets {} will be replaced with your shop name and order date and the “Email Heading (downloadable)” is the same as the “Email Heading” field above and can be changed to meet the needs of your Merchant Shop.

Lastly, again you can change your emails from HTML to plain text if needed, however, if you are selling downloadable content, you will probably want to leave this in HTML format, as your email will provide a link to download the item from your shop.

Customer Invoice
A Customer Invoice email is sent when an order is completed.  There are actually two types, a first invoice that will be sent out when the order is placed (Email Subject, Email Heading), and a second type that will be sent out when payment has been received (Email Subject Paid, Email Heading Paid).  Both types contain the cryptic text we’ve seen in prior email sections:

{order_number}  –  The number of an order automatically assigned by the system
{order_date}  –  The date the order was originally placed
{blogname}  –  Your shop name

It is advised that you leave these fields with their defaults, unless you are familiar with computer coding and have specialized needs.

Again there is the option for HTML vs Plain Text as the format for your email.
Customer Note
You have the option of adding a note to a customer order and the “Customer Notes” area of the email tab is where you will configure this type of email.

The note itself will be generated in another area of the website, however this is where you will setup your subject and heading for your note.

The email subject is again similar to the cryptic text we’ve seen in other email sections and have defined their fields.  Again it is recommended that you leave it at its default unless you are familiar with computer coding and have specialized needs, and again there is the option for HTML vs Plain Text as the format for your email.

Reset Password
If your customer loses the password for their account it is possible for them to reset their password via email.

They can click the “Forgot Password?” link on your login page, and an email will automatically be sent to them with instructions on how to reset their password.

Once again, you have the option to change or modify the header and subject of the email and determine whether or not to use HTML or plain text for this email.  Note: your customer will be sent a link where they can reset their password.  If you choose to use “Plain Text”, your customer will not be able to click on the link to be directed to this page.

New Account
When your customers sign up for a new account, an email will be automatically generated confirming  their account information.   The subject and heading again contains items in brackets that have been previously defined in this section of the handbook as well as the option for HTML.

At the bottom of the “Emails” tab is the “Save Changes” button.  If you have made any changes to the information on any of these pages, make sure you click this button before leaving this section.

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The final tab in the initial setup of your merchant shop is the integration tab.

The integration tab allows you the ability to partner up with an analytics tool to track the how your visitors are using your Merchant Shop. recommends Google Analytics as it is free and easy to sign up.  You’ll find more on Google Analytics here:

Once you’ve signed up for Google Analytics, you’ll need to enter your Google Analytics ID into the field of the same name on the integration tab.  This allows WordPress to display the proper Google Analytics code in your website headers, saving you the technical details of doing it by hand.  This way, when you log into the Google Analytics system, you will have access to the visitor information for your Merchant Shop.

Set Domain Name
This field is optional, and it is recommended that you leave it blank, particularly if you are a beginner.  The domain name for your shop is  This field is to allow tracking across multiple domains and the only reason for this field is if you own multiple web pages across more than one domain.  In leaving it black, you will be tracking the traffic across your Merchant Shop.  Additionally, if you do own multiple Merchant Shops, Google analytics can be setup to monitor each site you own individually.

Tracking Code
These are a series of checkboxes that can be used to track traffic across your site if you aren’t using an analytics program.  By default, your site is setup with tracking code in the site’s header.  This tends to be more accurate than adding tracking code to your sites footer, and is suggested you leave this unchecked.

You can track events such as when items are added to a shopping cart by placing a check mark in the “Add eCommerce Tracking Code to the Thank You page”.  Again, it should be noted that Google Analytics can do this and it is recommended you leave this checkmark blank.

Finally there is the option to “Add event tracking code for add to cart actions” which will allow you to track all actions that happen inside your customers shopping cart.  If you are using Google Analytics, leave this checkbox blank.

ShareThis is a free service that allows your customers to share the links to a product on your Merchant Shop with their friends.  While does offer this option, we do not provide support for its use.  If you need help with ShareThis, you can find support on their site:

In order to use this service, you will need enter your ShareThis ID in the first field on this page.

ShareYourCart is an option for your customers to share the contents of their cart with their friends, is taking a new form with the next release of WooComerce, and as such is not supported by NuggetWeb at this time.

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Chapter 4 - Customizing Your Merchant Shop (Wootique only)

As you have browsed through the internet over the years, the one thing that probably pops out at you the most is how one page differs so much from another.

While some aspects of your Merchant Shop will be similar to other e-commerce websites across the web, the Wootique menu allows you the ability to customize your Merchant Shop just the way you like.

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 Figure 49

Figure 49: General settings for Customizing Wootique


Similarly to your Merchant Shop initial setup, you should only need to make these customizations once.  If you decide you want to change something, you can always come back to that item, but you will not need to step through the entire process again.

At the top of the page you’ll notice a link to view the “Theme Documentation”, which takes you to the Wootique documentation page which can answer any questions you may have about the Wootique theme.

The “+” link expands all the options shown on the left hand side of the page (i.e. General settings, Homepage Settings, etc.) into one long page where you can go through all the options at once.  While this may sound like a good way to go through these options, the expanded version doesn’t tell you which section of the page you’re in, and it may be more advantageous to simply go through these sections one at a time.

Finally, there is the “Save All Changes” button.  This will save any changes you’ve made to your Wootique theme and publish them to your Merchant Shop.

General Settings
The Wootique general settings allow you to customize how your website looks and feels.  We’ll define these options as we go through them below:

Custom Logo or Text Title
You have two options for displaying the header for your Merchant Shop.  Consider the “header” your “sign”, what people see when they come into your store.

You can upload a custom logo, or if you don’t have a logo, you can use text instead.  One thing you should consider is by creating a logo for your shop, you create an image that is instantly recognizable and can be associated with your Merchant Shop.  If you can come up with a good logo, people will think of your shop every time they see that, or a similar image.

If you would like to use a logo, but haven’t made one yet, just place a check mark in the Text Title field for now, and you can come back and upload your logo when you’re ready.

 Figure 50

Figure 50: You can choose a logo over a text title for your Merchant Shop

 Figure 51

Figure 51: If you don’t have a logo, you can choose to go with a text title for your Merchant Shop


The custom logo field is exactly what it says it is, your logo for your Merchant Shop.  In order to place your logo on your shop’s page, simply click the “Upload” button.  A lightbox window will appear in your screen giving you the option of uploading your logo file.


Figure 52

Figure 52: Uploading a logo to your Merchant Shop

From here, click the “Select Files” button to browse for your logo picture on your computer.

 Figure 53

Figure 53: Highlight the picture you want to use as your logo and click “Open”


Once you’ve found the picture you want to use as your logo, click the picture and then click “Open”.  The file will take a few seconds to upload and some “crunching” will be involved as WordPress compresses the file for use.

Once the file has been uploaded, you’ll see the image in the lightbox window which gives you a few more options such as adding a description, a caption, the link to the file, alignment (left, right, center or none), the size of the file (thumbnail, medium, large or full size) and a button at the bottom that says “Use this image” to set the picture as your logo.

If you’ve made any changes to the image or any of its fields, make sure you click the “Save All Changes” button at the bottom of the lightbox window.

Once you click the “Use this Image” button, the lightbox window will disappear and your new logo file will show up under the “Custom Logo” section of the Wootique settings.

  Figure 54

Figure 54: Click the “Use This Image” button to select your logo file


If you would prefer not to use a logo, the next option, “Text Title” will allow you to do display text at the top of your Merchant Shop, instead of a logo.

This text can be setup through the general settings section.  Before you decide to make this change, be sure to click the “Save all Changes” button at the top right of the Wootique settings.

Once you’ve done this, you can navigate to the “Settings” option on the sidebar (left hand side) and click “General”.  The first two options here can be customized to setup your Merchant Shop name (Site title) and slogan (tagline).

Once you’ve set these up, let’s browse back to the Wootique theme options page.

Figure 55

Figure 55: Site title and Tagline determine the text that will appear at the top of your Merchant Shop web page


Custom Favicon
A “Favicon” is also known as a “Shortcut” icon.  If you’ve ever created a shortcut to a website and placed it in your favorites bar, you already know what this is, even if you didn’t know there was a name for it.

For example, I just got my new computer and am connected to the internet.  I browse my way over to Netflix to setup my account.  I know that this is a site that I will continually come back to, so I decide to setup a shortcut in my favorites bar.  What ends up in my favorites bar is a description of the website and a small icon representing Netflix.

 Figure 56

Figure 56: A “Favicon” is a small picture or “icon” representing your logo

So, the Favicon is a small picture, or “icon” that represents your Merchant Shop on the favorites menu.  If you can’t come up with something right away, don’t worry about it.  This is completely optional, so you can leave it empty or you can come back and add your Favicon later.

RSS (Rich Site Summary) feeds are used to publish frequently updated information.  This could be anything from articles you place on your front page to blog (web log) information, news feeds or other information you would like your customers to know about.

Your customers can subscribe to your RSS feed to receive automatic notifications when you write a new post, or add new products.  Your Merchant Shop already has a built in RSS feed URL at:

You may also use a Google Feedburner account if you would like detailed statistics about how your visitors use your feeds.  You can read more about Feedburner here:

You can signup here:…myfeeds

Email Subscription URL
In addition to sending out information via RSS, you can also give your customers the option to subscribe to email newsletters.  These can be very valuable both to you and your customers in not only keeping them interested in your Merchant Shop, but also allowing you the opportunity to create and send sale notices, coupons and more.  Keeping your customers engaged keeps them interested, and keeps them coming back to your Merchant Shop.

Contact Form Email
This field allows you to specify which email address will be used when your customers fill out the “contact” form.  The contact form allows your customers to contact you without giving out your email address directly to the customers.  Typically, this would be the email address associated with your account, however you could choose to specify another email address if you desire.

  Figure 57

Figure 57: The Contact Form allows your customers to contact you without directly giving them your email address


Search Scope
At the top of your Merchant Shop, you’ll notice a search feature built in.  This allows your customers to search throughout your site for what they want.  The Search Scope defines what your customers will search when they use this feature, whether they search through the products, or your posts.

As the goal of your merchant shop is to sell products, recommends that you set this to search for products, unless your posts are your product.

Post/Page Comments
Giving your customers the opportunity to provide feedback can not only help you, it can help other customers.  This field allows you to decide whether or not to allow customer feedback on your varying posts, pages (product pages for example) or none at all.

Post Content
The Wootique theme displays your most recent post on the home page. This setting will determine whether the entire post is displayed, or if only a teaser is displayed, and your visitors can click to read more.

There are advantages to both.  Displaying the entire article on your front page, for example means your customers won’t have to click the title to read the entire article. 

However, if you display just the title and a few lines, your visitors can see your products without having to scroll down.

You can play with this option, and see what you prefer.

Post Author Box

The Author Box option allows you to decide whether or not to display your name and bio information when posting an article.

If you decide to display this information, you can change it in the User -> Profile menu.  We’ll go into more on the profile menu later, just know now that you can get there by clicking “Users” on the sidebar (left side) and clicking “Your Profile”.

Names that show up under this drop-down box are defined in the “Nickname” field, just above the “Display name publicly as” field.  So, you can add more names to use, by clearing out the Nickname field and adding a new name.  Remember to click “Update Profile” at the bottom of the page for your changes to take effect.

Display Breadcrumbs
Breadcrumbs are a good way to let your customers know exactly where they are in your Merchant Shop.  They will appear over various other web elements throughout your store, such as a product page.  Breadcrumbs can easily help your customers find their way back to a product category or subcategory to continue shopping.

Figure 58

Figure 58: Breadcrumbs let your customers know exactly where they are in your shop so they can find their way back through your store

Pagination Style
As time goes on and you create posts for your Merchant Shop, you will soon have too many to display on the same page. This is where “Pagination Style” comes in. 

For example, you’ve been consistently creating new articles once a week for the last year.  As you’ve created new posts, older ones have been bumped down onto other pages where they are no longer currently visible. Your customers have the option to see the next (or previous) set of articles in the list by clicking on links at the bottom of the page.

Optionally, your pages can be numbered, allowing your customers to click on the second page by clicking the number “2” or skipping to the fourth page of articles by clicking the number “4”.

The difference between these two styles of displaying further content is the Pagination Style.  The pagination style can be determined by how many articles/posts you have on your site.

If you have many articles, you may want to choose “numbers” under pagination style.  If you just have a small number of posts and feel it may be easier for customers to browse back and forth, you can choose the “Next/Previous” option under pagination style.

At the bottom of this page are two buttons, which will appear on all the Wootique customization tabs, “Save All Changes” and “Reset All Theme Options”.

Resetting the theme options will set everything back to its default, in the event you have changed anything and don’t know how to set the option to its original default.  However, you should know that resetting the theme will also reset options you have changed that you may want to keep!  So make sure you aren’t going to lose anything important before you click this button.

If you are satisfied with the changes you have made, make sure you click the “Save All Changes” button before moving on to the “Homepage settings”.

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The homepage settings dictate the general behavior of your home screen.  Typically, you may have your latest post (article) that you have written for your customers and a few featured products.

Homepage Content
This setting will determine if you are displaying your latest post on your front page or not.  If you decide not to display a post, uncheck this option.

Homepage Featured Products
The homepage of your Merchant Shop will have room to display several “featured” items.  These could be items on sale, new products, or products you are trying to get out of your inventory.  The two options for this feature are “Static Grid” or “Slider”.  If you decide to show your products in a grid, they will display a full page spread with items side-by-side and from top to bottom.

Figure 59

Figure 59: Featured items on your homepage displayed in a static grid

As you can see in the above figure, items are displayed in a grid aligned vertically and horizontally across your homepage.  In the Slider display style, products are lined up horizontally and customers can “slide” the products by using the button available at the top of the slider bar.

Figure 60

Figure 60: Customers can “slide” through a series of products by using the slider tool highlighted in red

 Left and right arrow buttons on your site will allow your customers to slide your products back and forth to see your featured products.

Featured Entries
How many items you display on your front page is determined by the “Featured Entries” field.  You have the option to display four, eight or twelve products on your home page at any one time.

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Styling options allow you to change the nuances of the look and feel of your Merchant Shop.

Background color
This tool is also known as a “color picker” since it allows you to “pick” the color you would like to use, in this case, for the background of your Merchant Shop.  In order to access the color picker, simply click on the icon next to the color number.

 Figure 61

Figure 61: Clicking on the color picker icon will open up the color picker window

Once you’ve clicked this icon, another small window will popup allowing you to select a color.

 Figure 62

Figure 62: The color picker window allows you to choose a color for the background of your Merchant Shop

 In the figure above, you’ll notice two highlighted areas.  The first (on the right) allows you to slide two arrows up or down to choose the color scheme.  The second (on the left) allows you to click and drag the color circle to get the specific shade of coloring you would like. Once done, click anywhere outside the color picker to make the window disappear. 

You have now set the background color for your Merchant Shop.  You can always come back and choose a different color if your first attempt doesn’t fit the scheme you had in mind.

To preview your new color, simply click the “Save All Changes” button and then hover your mouse over “My Merchant Shop” and click the “Visit Site” selection.  This will take you to your merchant shop so that you can preview the new color you’ve chosen.

To get back to the Wootique settings, simply click the “Back” button on your browser.

Menu / Footer Opacity
The “Opacity” of an object is how transparent that object is, in this case the top menu of your shop where items like “Home”, “Shop” and “Cart” appear, and the footer at the bottom displaying your copyright information.

The settings range from “0” to “1” where “0” is completely transparent and “1” is black.  Setting this option somewhere between .3 and .5 gives a nice effect to the website and allows your background color to bleed through to the menu system.

Container Shadow Strength
This controls how much of the drop shadow you will see behind certain elements of your Merchant Shop, such as pictures.  A “Drop Shadow” is a way to accent an element by placing a shadow behind it, giving it a 3-dimensional look.  Again, this setting ranges from “0” (no drop shadow) to “1” (strong drop shadow).

 Figure 63

Figure 63: Drop shadow as it appears on the edge of the main page in your Merchant Shop

Background Image

Wootique themes gives you the option to place an image as the background for your shop instead of a simple color scheme.

Figure 64

Figure 64: You can use an image as the background to your Merchant Shop instead of a simple color scheme

This can help you set the tone and the mood of your Merchant Shop, for example using an image of coffee beans if you’re selling coffee.  This adds to the overall feel of your website and allows customers to know instantly what type of shop they’re browsing.

Background Image Repeat
As seen in the figure above, some images will merge with themselves seamlessly from edge to edge.  You can find many of these background images on the web, and while a good many of them will cost some money, they are typically not all that expensive.

What the repeat option does, is to allow you to use a single smaller image, which is stitched together edge to edge to create a repeating pattern that looks like one large image.  You have the options to repeat along the “X” or “Y” axis or both with this feature.  The “X” axis allows you to repeat the image horizontally, while the “Y” axis allows you to repeat the image vertically.

The option in this feature named “Repeat” will repeat the image along both axis, while the “No Repeat” option will not duplicate the image across either axis.

Background Image Position
If you are using an image for your background that is repeatable, it is recommended that you start at the top left hand corner of the Merchant Shop and repeat from there.  However, let’s say you have an image you plan on using instead of a text header for your theme.Figure 65

 Figure 65: Image placement can be a key factor in how you present your Merchant Shop

In this case you would want to select “Top Center” as the position of your image for your shop.  There are multiple options as to where you can place your image, and playing with this function can give you an overall feel as to how your Merchant Shop will look with your image in different positions.  Remember to save your settings before visiting your site and you can always come back to the settings by clicking the “back” button on your browser.

Background Attachment
This feature will determine if your image will remain in a static position (won’t move) or if it will give the appearance of movement as you scroll down your page.

If you are using a picture at the top of your page, as in the figure above, you will probably want to make sure this feature is set to “fixed”, so that the picture stays in one place during the entire visit.  However, if you are using a repeating image, as we did in our sports shop example above, you may decide you want to give the rain drops the feeling that they move with the page.  In this case, you would select “scroll”.

Link Color & Link Hover Color
These are both optional items for your Merchant Shop but may add a little “flare” to your customers browsing experience.  Here you can choose the colors of the links on your page and whether or not those links change colors when the customer hovers their mouse over the link.

 Figure 66

Figure 66: The “Link Color” option allows you to set the base color of a link

 Figure 67

Figure 67: The “Link Hover Color” allows you to set the color of a link when your customer holds their mouse over a link

 When your customer moves the mouse away from the link it will return to its original color.

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The typography settings allow you to customize the “type” or font (style of text) on your Merchant Shop.  Here you can change the size, font type, the font style (bold, for example) and color of the font.  These are broken down into different sections of your Merchant Shop.  This setting can be turned on or off using the “Enable Custom Typography” checkbox, where it is turned on with a checkmark, and off when blank.

Figure 68

Figure 68: Typography settings allow you to change the text appearance or “Font” within your Merchant Shop

General Typography
Changing the general typography changes the way the text looks throughout your Merchant Shop.  Items that are affected include the tagline for your shop (any text below the shop name), as well as the text under “Recent Posts”, “Categories”, “Get our Newsletter”, “Shop Categories” and “Welcome”.

Navigation items affected by this change include all the tabs at the top of your merchant shop (i.e. “Home”, “Shop”, etc.).

Post Title
Typography changes made here will affect the title line of the posts in your Merchant Shop.

Post Meta
The post meta data is the “administrative” information you provide to viewers about each post. This information usually includes the author of the post, when it was written (or posted), and how the author categorized that particular post.  Changing the typography in this setting will affect the items listed above.

Post Entry
The Post entry includes the “body” or main portion of your post.   This text comprises your “article” and the subject matter within.  Changing the typography will change the look and feel of your posts.

Widget Titles
WordPress Widgets add content and features to your Sidebar. Examples are the default widgets that come with WordPress; for post categories, tag clouds, navigation, search, etc. Plugins will often add their own widgets.  Changing the typography in this setting will change the font type for your widget titles.
Layout Options
The layout options include only three features that will affect how your Merchant Shop will appear to your customers.  The Main Layout allows you to decide which side (left or right) your sidebar will appear.  Using the Category Exclude – Homepage field allows you to define what categories to exclude on the homepage.  It may be a good idea to exclude anything that is “Uncategorized”, such as items you’ve placed into your shop, but for which have not yet specified a category.  Listing categories in this field will keep items under the specified categories from showing up on the home page.  Similarly, the Category Exclude – Blog Page Template field will allow you to specify categories which you don’t want to show on your Blog page.
Dynamic Imaging
Dynamic image resizing refers to the ability of WordPress to resize your images only when needed, for example when you add a picture you’ve uploaded to your product page.  When you place an image on your product page, posts (articles) and other areas of your Merchant Shop, WordPress resizes the images automatically for the best possible fit for the page on which you are working.

WP Post Thumbnail
When enabled, WordPress will allow you the option of adding a thumbnail (small image) to your posts.

WP Post Thumbnail – Dynamic Image Resizing
Enabling this option will dynamically resize images you use for post thumbnails.

WP Post Thumbnail – Hard Crop
This feature is only used when Dynamic Image Resizing is enabled, and will crop your image to match the aspect ratio (width and height) of the available space for your image.

TimThumb – Custom Settings Panel
TimThumb is a plugin (a script built to add features) for WordPress that allows for automatic resizing of images as you add them to your Merchant Shop.  It is recommended that you leave this setting enabled.

Automatic Image Thumbnail
Enabling this feature will automatically use the first picture in your post (article) as the thumbnail for the article, if no thumbnail is specified.

Thumbnail Image Dimensions
These are the height and width specifications for the size (in pixels) of your thumbnails in your Merchant Shop.  Specifying the size ahead of time keeps the images uniform over the entire site.

Thumbnail Alignment
This gives you the option of specifying whether the thumbnails for your posts should align to the right, center or left of your posts.

Single Post – Show Thumbnail
Enabling this will automatically generate a thumbnail based on your first image in your post.  The downside is that by enabling this feature, the thumbnail will be there for every single post, whether you want it there or not, so if you would prefer to set your own article thumbnails, its best to leave this feature off (unchecked).

Add thumbnail to RSS feed
We’ve already talked about RSS feeds and what they do.  This option will add the thumbnail specified in your post to the RSS message that is created.  As RSS feeds are generally meant to be short, small messages that lead your customers back to your Merchant Shop, this is disabled by default as it will increase the size of your RSS feed.
Footer Customization
The footer is the area at the bottom of your Merchant Shop that contains things like your copyright information, possibly your contact information and address if you have a brick and mortar store.

Figure 69

Figure 69: Your Merchant Shop footer is what appears at the bottom of your Merchant Shop

Custom Affiliate Link
Allows you to add an HTML link to the WooThemes logo in your footer.  You must specify the URL for this link in the field provided.

Enable Custom Footer (Left)
The default footer for your Merchant Shop displays your copyright information at the bottom of the page.  If you would like to add more to the left hand side of the footer, this box must have a checkmark.

Custom Text (Left)
Your footer has text that can be placed on the left hand side of the footer and the right hand side.  In this case you can specify text that will appear on the left hand side.  Any wording you want to appear must go between the <p> </p> code designators in this field.  For example, if I want to make sure that my office information appears in this area I would need to specify this information as such:

<p>Jester’s Custom Bikes  •  123 Lancaster Ave.  •  Morton MS, 12345  •  (999) 456-1237</p>

Which would result in my Shop name, address and phone number appearing in the bottom left hand corner of my Merchant Shop footer.

Figure 70

Figure 70: You can create custom text for the footer of your Merchant Shop


Enable Custom Footer (Right)
The default footer for your Merchant Shop displays your copyright information at the bottom of the page.  If you would like to add more to the right hand side of the footer, this box must have a checkmark.

Custom Text (Right)
This field is similar to the “Custom Text (Left)” field, but is used to set the information on the right side of the footer.  The methodology to placing the custom text is the same as it is for “Custom Text Left”.
Subscribe & Connect
This section allows you to decide if you would like to offer your customers the opportunity to subscribe to your posts.  Subscriptions can be provided through different services such as “Feedburner” (for RSS) or “MailChip” (for email).

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Subscribe & Connect
This section allows you to decide if you would like to offer your customers the opportunity to subscribe to your posts.  Subscriptions can be provided through different services such as “Feedburner” (for RSS) or “MailChip” (for email).

Subscribe Title
This is the title for the content you will be delivering to your customers and what they’ll see in their RSS and email feeds.  Generally speaking, you’ll want to stick with the theme of your shop.  If you’re selling chocolates and coffee for example, you may want to give your feed a name like “The Chocolate Grounds”, which directly relates to your shop and what you’re selling.

Use this field to place any text you’d like under your “Subscribe Title” on your Merchant Shop.

Figure 71

Figure 71: You can place some descriptive text under your “Subscribe Title” by using the “Text” feature under subscribe and connect in your Wootique settings

Subscribe by Email ID

If you have subscribed to Feedburner for your RSS feeds, you will need to enter your Feedburner ID in this field to enable the RSS features.

Subscribe by Email to MailChimp
If you have subscribed to MailChimp for your email feeds, you will need to enter your MailChimp ID in this field to enable the email features.

Enable RSS
If you have subscribed to Feedburner, you will want to place a checkmark in this box to enable your RSS feeds to your customers.

URL Fields
Rather than tackle these one at a time, it will be easier just to give a broad explanation of the next several fields.  These fields will allow you to link to your favorite social networking sites.  Entering the URL in these fields will allow your customers to visit these sites from yours.  You have the choice of 7 social networking sites:


Enable Related Posts

This feature has to do with your posts and directing customers to related (similar) posts within your Merchant Shop.  For Example, if you recently wrote an article about dark chocolate and its health benefits, you might also want to suggest some reading on recipes you’ve posted over the years using dark chocolate.  Enabling related posts allows your Merchant Shop to place links at the bottom of your article to direct customers to related topics or articles you’ve published in the past based on the Tags you’ve added to your articles.

While we’ve given a basic description of tags in previous sections, essentially Tags allow you to place keywords with an article that give a one word description of the article.  You can attach several tags to an article, but you must separate them by a comma.

 Figure 72

Figure 72: Tags can be a useful way to tie related articles together by enabling the “Related Posts” feature

Once you click the “Add” button, your tags will be displayed below the Tags field when creating a new post.  Article with the same or similar tags can be suggested at the bottom of an article as further reading by your customers, keeping them engaged in your site.

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General Settings (Backup)
Now that we’ve gone through and customized your Merchant Shop, you’ll want to backup all of those settings in the event of a worst case scenario.  While does include a backup and failover system, there could be a situation, however unlikely that you’ll need to restore your settings to your Merchant Shop, post-apocalyptic nuclear war, for example.

No matter what happens or doesn’t happen, it’s still always a good idea to back up your settings to your local computer as a safeguard.  It should be noted here, that this feature will only backup your Wootique settings, and not the content of your Merchant Shop.  Further down in this manual, we will address backing up your Merchant Shop content using the WordPress Export Tool, under the “Tools” option on the sidebar.

Import settings
If you have previously backed up your Wootique settings and need to restore them, you can do so here.  Simply browse to the location on your computer where your backup file is kept, click “open”, which will place the file path into this field.  When ready, simply click the “Upload file and Import” button to restore your settings to their original state.

Export Settings
Export settings give you the option to download your Wootique settings to your local hard drive.  All settings will download everything you’ve setup in your Wootique settings, or you can choose to simply download the settings for your theme options or framework.

The Theme Options include items that we’ve gone over in this chapter, while the framework refers to how your theme works at the most basic level, or those items which you have not set yourself, but have been setup by the staff.  For most situations, downloading the theme options will be enough to properly backup your settings.  Once you have selected the desired option, click “Download Export File” and save it to a location on your hard drive.

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Chapter 5 - Adding Users and Permissions

Depending on if your Merchant Shop is an extension of your brick and mortar store, or you’re running it out of your home, you may decide that more than one person is needed to manage your online presence.

Adding another user whom you trust to the list of shopkeepers can not only help you get your shop going quicker, it can also free up time for other things like managing your brick and mortar store.

Additionally, you can assign privileges to users so they may not have as much control over your Merchant Shop as you do.  Privileges determine how much of your Merchant Shop to which a user can have access. Which privileges a user has are dependent on User Roles.

We’ll outline these below, but any user who is in need of higher than customer privileges will have to be assigned so manually.

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User Roles are designed to provide you with the ability to control what users can and cannot do within your shop.

As a shop owner, you can manage your users’ access to such tasks as writing and editing posts, creating pages, creating categories, moderating comments and managing other users, by assigning a specific role to each of the users.

Here is a guide to the different user roles available on your Merchant Shop:

Shop Manager

The shop manager has the top level of user privileges in your Merchant Shop.  They can change any setting on any tab listed in your Merchant Shop.  Be very careful when assigning this privilege and make sure the person is someone whom you can trust.  This person may also be referred to as the site administrator.


This is the next level down from Shop Manager. An editor doesn’t have all of the privileges that a Shop manager does, but can still add, edit and remove content, upload and delete files as well as manage categories.

The editor can also add or customize products for your merchant shop without having access to all the My Merchant Shop settings you’ve worked so hard to put in place.


Still further down the privilege chain is the Author. The Author can add, remove, edit and publish posts (articles) on your Merchant Shop.  The Author will not be able to add or customize products in your merchant shop.


The contributor is allowed only to read, edit and delete posts in your Merchant Shop.  They are not able to add articles or posts on their own.


A Subscriber is allowed to read posts only.  They have no administrative privileges whatsoever.


This will be the largest group of users in your database.  They have no administrative privileges and can only browse (and shop) on your Merchant Shop.

Users who come to your site and sign up for an account will be automatically granted customer privileges. If you would like to grant someone higher privileges, you will need to do so manually through the user menu.

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Creating a User
As mentioned in the previous section, customers will automatically be assigned their customer privileges rather than you’re having to assign this to them.  This saves a lot of manual work on your part. However, for the one or two people who you designate to help you setup your merchant shop, you may want to create their accounts manually and assign them privileges accordingly.

Adding a new user can be done in a couple of different ways.

Under the sidebar heading for “Users”, you’ll notice a sub-heading of “Add New”.  If you click this sub-menu item, you’ll be taken to a new page called “Add New User”.

Figure 73

Figure 73: You can add or modify a user in the “Add New” menu item

 This screen allows you to modify an existing user (top half of the screen) by changing their roll, or add a new user (bottom half of the screen), creating a new username and assigning an email address and role to the new user.

Additionally, you can add and modify users from the user panel itself.  You can reach the user panel by clicking “Users” or “All Users”.

Figure 74

Figure 74: User panel as seen under the “Users” menu item

 Clicking “Add New” at the top of this form will take you back to the “Add New” screen mentioned previously where you can add or modify a user’s information.

Back in the user panel (figure 74), you will see a list of all users who have been created within your Merchant Shop.  Eventually you will have too many to see on a single screen and you can use the “Search” feature at the top right hand corner of the screen to find a specific user or scroll down through the list.

In addition, you’ll notice some information above the bulk actions option that tells you how many users you have (all) and how many of them have administrative privileges (Shop Manager).  You can sort this list by clicking on the headers of the columns, such as “Username”, “Name” and “Email”.  This will help you more easily locate a specific user within your Merchant Shop.

You can modify a user’s privileges or information by hovering your mouse over the user.  You will be presented with two options, “Edit” or “Remove”.  Removing the user deletes them from the system.

 Figure 75

Figure 75: You can edit or remove a user quickly by hovering your mouse over their username

 Clicking the “Edit” link will take you to a new page where you can edit the users information and the role they play in your shop.

Figure 76

Figure 76: Editing a user allows you to change a whole host of information about that user

 While usernames can’t be change, you can edit other information such as the user’s role, name, contact information, billing and shipping addresses as well as any biographical information that may help you remember a customer’s wants or needs.

When done, click the “Update Profile” button at the bottom of the screen to save your changes.

Bulk Actions
In addition to adding and modifying users, you can also perform a few bulk actions (actions on more than one user at once) within the context of the user panel.

You can easily select all users in your Merchant Shop, by placing a checkmark in the box next to the word “Username”.  Once this is checked, all boxes next to each username will be checked as well.  Alternatively, you can manually place a checkmark beside each user on which you wish to perform a bulk action.

Figure 77

Figure 77: Selecting multiple users will allow you to perform a “Bulk Action”

 There are only two bulk actions you can perform using this method.  The first of which is to remove.  If you wish to delete multiple users say, ones that have been inactive for more than a year, you can select each one by placing a checkmark in the box beside each username, clicking the “Bulk Actions” drop down menu, selecting “Remove” and clicking the “Apply” button.  This will delete all users that have been selected from your Merchant Shop.

The second bulk action you can use is to assign the role to the user, which determines their privilege level as outlined above.  Again, simply select the users whose role you would like to change, click the “Change Role to….” Drop down menu at the top of the screen, select the user privileges you would like to assign and click the “change” button.  The selected users will now have their privileges set to the user role you choose.

Lastly, the user menu allows you to change your own profile information.  You can do so by clicking the “Your profile” sub-menu on the left hand sidebar under the “Users” menu item.

Similarly to changing a user’s information using the “Edit” command, the same information can be changed for your user such as role, name, contact information, billing and shipping addresses as well as any biographical information you’d like to include.

When done, click the “Update Profile” button at the bottom of the screen to save your changes.

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Chapter 6: WordPress Tools

The WordPress Tools menu contains just a few items, but very important and powerful tools that you may find useful in setting up your Merchant Shop.  This should be the shortest chapter in the entire manual, but covers some incredibly important topics.

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The import feature allows you to import two very important items.  The first is a list of tax rates you may already be using.  The type of file needed is fairly specific and must be in a .cvs format.  You can create a .cvs file using Microsoft Office Excel.  Your excel spreadsheet will need a very specific set of columns which will include the following titles:

Country Code
State Code
Zip or Postal Code
Tax Rate
Tax Name
Tax Class

Figure 78

Figure 78: You can create a list of tax rates to be imported into your Merchant Shop using Excel

 Generally speaking, you should ask an accountant exactly where you will need to tax before importing tax rates.  Some rules will allow you to sell products online without tax if you do not have a physical presence in that state.  However it’s best to know beforehand rather than getting a big surprise later.

Once you’ve completed your Excel spreadsheet, you can convert it to a .cvs file by performing a “Save As” under the file menu and selecting “CVS (Comma delimited)” under the “Save as type” drop down box.

Figure 79

Figure 79: An Excel spreadsheet can be saved as a .cvs file to be imported later into your Merchant Shop

Once you’ve named the file and selected “CVS (Comma delimited) as your file type, click the “Save” button and remember the location where you saved your file.

Now that you have your .cvs file with all your tax information, you’ll want to import it into your Merchant Shop.  Clicking the “My Merchant Shop Tax Rates (CVS) under the import screen will take you to a new screen where you can upload your newly created .cvs file.

Figure 80

Figure 80: You can import current tax rates from a .cvs file you can upload to your Merchant Shop

From here you can import your file using the “Browse…” button, locating the file on your computer where you originally saved it in the last step.  Once you have located the file on your computer, highlight the file, select “Open” and the file path will now show up under the “Choose a file from your computer” field.  Simply click the “Upload file and Import” button at the bottom of the screen to import the file into your Merchant Shop.

Alternatively, if you know of a publicly available file on the web, you can import a file from that location using the “Or enter a path to file” field.  The “Delimiter” field determines what character separates the imported fields, in this case a comma (,).  Once your file has uploaded, your Merchant Shop should contain all the tax information you require.

The second type of file you can import goes hand in hand with the “Export” feature under tools.  Basically, whatever you can export from the export tool, you can import by finding a path to the exported files, importing them back into your Merchant Shop.  Let’s jump down to the export tool and see what types of things we can import.

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In addition to importing tax rates, you can also backup your Merchant Shop by exporting (downloading to your computer) various portions of your Merchant Shop.  You can download everything by selecting the “All Content” button, or download portions of the site.

  • Posts – Any articles you’ve published on your Merchant Shop
  • Pages – Any pages you’ve created on your Merchant Shop
  • Products – Any products you’ve added to your Merchant Shop
  • Variations – Any variations you’ve made to specific products
  • Orders – Any orders that have been processed in your Merchant Shop
  • Coupons – Any coupons you’ve created for your customers
  • WooFramework Internal Conainer – The base functions for your WooComerce Shop

  Figure 81

Figure 81: You can export all of the content of your Merchant Shop using the Export feature under “Tools”

 As stated earlier, just like any of these items can be exported (downloaded to your computer), they can also be Imported (uploaded) if needed using the import feature under the Tools menu.  Files exported to your computer will be in XML format (a web standard) so that they can be easily imported.

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Just to reiterate, a Thumbnail is a smaller representation of a picture you have uploaded as content for a post (article).

In the “Media” section above, it had been stated that if you change the default dimensions of your Thumbnail settings, you would need to use the “Regenerate Thumbnails” tool if you have already uploaded pictures which have been converted to Thumbnails.

Essentially what this does, is align previously uploaded images to match the current (or changed) dimensions for your thumbnails.  While this process is not reversible, you can change Thumbnail values back to the old dimensions and click the “Regenerate All Thumbnails” button again to change them to their old values.

Using this option creates a uniform appearance of all thumbnails across your Merchant Shop.

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Chapter 7: Finalizing your Settings for your Merchant Shop

So far, we’ve spent a lot of time defining terms and settings within your Merchant Shop.  While we’re not quite done yet, the end is in sight!

Everything we’ve covered so far is necessary in making sure your Merchant Shop will run smoothly and efficiently, making it easier in the long run for both you and your customers.

In this section we will be covering your overall website settings. These are located in your settings menu.

Settings Menu

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The writing settings have to do with how the system, your Merchant Shop will handle certain aspects of written text.

Under the “Formatting” section the first option will allow your shop to automatically turn emoticons, symbols like smiley faces using the colon, dash and right parenthesis into a graphic display of that emoticon. Using the smiley face above as an example, your typing :-) would result in the graphic 🙂 to appear when whatever it is that is being written was submitted.

There are a whole host of other emoticons, but enabling this setting allows the system to turn these emoticons into icons and can add flavor to you and your customer’s posts.

The next item under the formatting section is “WordPress should correct invalidly nested XHTML automatically”.  Checking this helps make sure that what you write in your posts is valid XHTML code. You should probably check this box since invalid code sometimes causes problems with web browsers.

The “Default Post Category” setting allows you to select which category in which you would like new posts to appear.  If you would like the new posts to appear in anything other than “Announcements” (the default), you will need to create the new category manually, then come back to select that category here.  You can create a new category by going to the “Posts” menu item and selecting the “Categories” sub-menu.  We’ll discuss more about creating categories later.

The next setting is the “Default post format”.  This determines what type of post you would like to use as your default.  There are ten options in this setting, with “Standard” being the default.

Standard – No special formatting.  Will appear as a regular post (article)

Aside – Typically styled without a title. Similar to a Facebook note update.

chat – A chat transcript, like so:

John: foo
Mary: bar
John: foo 2

Gallery – A gallery of images. Post will likely contain a gallery shortcode and will have image attachments.

Link – A link to another site. Themes may wish to use the first <a href=””> tag in the post content as the external link for that post. An alternative approach could be if the post consists only of a URL, then that will be the URL and the title (post_title) will be the name attached to the anchor for it.

Image – A single image. The first <img /> tag in the post could be considered the image. Alternatively, if the post consists only of a URL, that will be the image URL and the title of the post (post_title) will be the title attribute for the image.

Quote – A quotation. Probably will contain a blockquote holding the quote content. Alternatively, the quote may be just the content, with the source/author being the title.

Status – A short status update, similar to a Twitter status update.

Video – A single video. The first <video /> tag or object/embed in the post content could be considered the video. Alternatively, if the post consists only of a URL, that will be the video URL. May also contain the video as an attachment to the post, if video support is enabled on the blog (like via a plugin).

Audio – An audio file. Could be used for Pod-casting Unless you are specializing in Images, Video or Audio as your retail specialty, you may want to stick with the default of “Standard”.

Press This
“Press This” is a bookmarklet, a little app that runs in your browser and lets you grab bits of the web. Use Press This to clip text, images and videos from any web page. Then edit and add more straight from Press This before you save or publish it in a post on your site.

If you’ve made any changes to any of the fields on this screen, make sure you click the “Save Changes” button before moving on to the next menu item.

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The final menu item in the sidebar is the “Settings” tab.  There are a lot of other places where we have seen “settings”, but his menu item covers the settings specific to your store.

The “General Settings” menu item covers things like your store name, how you would like to be contacted by email what time zone your live in and so on.

 Figure 82

Figure 82: The General Settings allow you to setup the Name and Tagline of your Merchant Shop

 Site Title

This is literally what you want to call your Merchant Shop.  What you place in here will show up at the top of your store, assuming that you have decided to use a text title rather than an image title, as previously mentioned.

It should also be noted that once you save this setting, any labeling in the settings will change from “My Merchant Shop” to your new store title, so be sure to take one last look around at where the “My Merchant Shop” labels are before you save.

 Figure 83

Figure 83: The name you’ve given your Merchant Shop in the “Site Title” shows up at the top of your shop


The tagline essentially refers to your slogan, the catchy phrase that invites people into your shop and tells people what you’re about.

Once you’ve saved your new tagline, it will appear just below your site title on your Merchant Shop.

Email Address
This is the email address at which you would like your customers to be able to contact you.

Time Zone
The time zone setting is set to Coordinated Universal time (UTC) and based on the prime meridian.  That’s a lot of fancy language for a clock that is based on 24 time zones around the world, which begin at the prime meridian in which runs through the Royal Observatory in Greenwich, England.  Confused yet?

It’s actually not that hard.  If you live in the United States, you can find your UTC in the chart below and plug that number into the Time Zone field in your general settings.

|Atlantic Daylight Time|>. subtract 3 hours from UTC|
|Atlantic Standard Time|>. subtract 4 hours from UTC|
|Eastern Daylight Time|>. subtract 4 hours from UTC|
|Eastern Standard Time|>. subtract 5 hours from UTC|
|Central Daylight Time|>. subtract 5 hours from UTC|
|Central Standard Time|>. subtract 6 hours from UTC|
|Mountain Daylight Time|>. subtract 6 hours from UTC|
|Mountain Standard Time|>. subtract 7 hours from UTC|
|Pacific Daylight Time|>. subtract 7 hours from UTC|
|Pacific Standard Time|>. subtract 8 hours from UTC|
|Alaska Daylight Time|>. subtract 8 hours from UTC|
|Alaska Standard Time|>. subtract 9 hours from UTC|
|Hawaii-Aleutian Standard Time|>. subtract 10 hours from UTC|
|Samoa Standard Time|>. subtract 11 hours from UTC|

Date Format
This setting determines how the date will appear on posts and pages throughout your site.

Time Format
This setting determines how the time will appear on posts and pages throughout your site.

Week Starts On
This allows you to determine what day of the week you would like your week to begin.

For example, if you would prefer to begin your week on the first day of the regular work week, you would want to set this for Monday.

At the bottom of the page, you’ll see a “Save Changes” button.  If you’ve made any changes to any of the fields on this screen, make sure you click the “Save Changes” button before moving on to the next menu item.

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The reading settings control how, and where text will appear in your Merchant Shop.

Front Page Displays
Your front page is typically the first page people will see when visiting your Merchant Shop, similar to walking by or in the front of a store. With this setting you have the choice as to which page will appear as the front page of your shop. The default in this setting allows your front page to show your latest posts.

You also have the option of choosing a static page as your front page, which you have created and will appear in the drop-down list under “Front Page” with a secondary page you’ve created in the second drop-down list “Posts Page” as the page where your posts will appear.

In other words, you can create a custom front page and a custom posts page and specify if you would like to use those pages instead of making your front page the page where your posts will appear.

Blog Pages Show at Most
This setting will determine how many posts will appear on the posts page, and what that limit should be before older posts will appear on a separate page, or not appear at all.

Syndication Feeds Show the most Recent
This setting determines how many of your most recent posts will show up in any RSS or Chimpmail feeds you have setup.

For Each Article in a Feed
You can determine how much of an article will show up in your RSS and Chimpmail feeds.  Typically, you can show just the summary, and link back to your article on your site.  However, you can also choose to feed your entire article through your RSS or Chimpmail feeds.

Discourage search engines from indexing this site
The last option in this section allows you to decide whether or not to have search engines index your Merchant Shop.

Typically you would want search engines, such as Google, Bing and Yahoo to index your site, so people can find you when searching across the web.  However, there may be some circumstances where a Merchant Shop may not want to attract attention to itself, providing a service for example with private clientele or private subscription service where this may be useful.

Generally speaking, most Merchant Shops will want to leave this option unchecked.

If you’ve made any changes to any of the fields on this screen, make sure you click the “Save Changes” button before moving on to the next menu item.

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The discussion settings handle how your Merchant Shop will behave in regards to comments and posts made by your customers.  Settings located here will also allow you to determine how to handle spam (posts made to your comments section that refer people to other sites selling other products), Pingbacks and Trackbacks (defined below).

Default Article Settings
There are several setting here that allow you to handle Pingbacks and Trackbacks.

A pingback lets you notify the author of an article if you link to his article in your post.  For example, you quote an author of another blog and link to his site to allow your customers to see what that author has to say on the topic you’re discussing.

A trackback allows you to notify an author that you wrote something related to something they had written on their blog (post).  In either case, you are notifying another author that you are linking to his post by either linking to that person’s post, or writing something similar about the same topic of discussion.

This brings us to the discussion of the default article settings.  The first option, “Attempt to notify any blogs linked to from the article” will attempt to notify the authors of any linked articles in your post before publishing your post.

The next option, “Allow link notifications from other blogs”, if checked, will notify you whether someone has linked to one of your articles.

The last option, will allow you to decide if you would like others to comment on your articles using the checkbox “Allow people to post comments on new articles”.  If allowed, it will setup a comments section after an article allowing people to comment on what you have written.

As a side note, any of these three settings can be overridden for an individual article, so you can decide at the time of publication whether or not to use these settings, or leave them off by default.

Other Comment Settings
If you decide to allow comments on your posts, you have several options that allow you to control just who can post and when those comments will appear.

Comment author must fill out name and e-mail
This option will force users commenting on an article to include their name (or a username) and email address.

Users must be registered and logged in to comment
Checking this option will force the person commenting not only to register with your Merchant Shop, but also log into the site in order to post a comment.

Automatically close comments on articles older than “X” days
Using this option will close off people’s ability to comment on an article after the number of days you specify in the days field.  The default is 14 days, so after two weeks of publication, people will no longer be able to comment on an article.

Enable threaded (nested) comments “X” levels deep
A nested comment is one that is created by a user to reply to another comment made by another person who has commented on the article.  So for example:

|-> Reply (nested comment level 1)
|-> Reply to reply (nested comment level 2)

Placing a checkmark in this box will allow for nesting to occur.  Nesting allows for discussions to take place following your posts.  You can decide exactly how many reply levels deep you will allow before the discussion become linear (when replies no longer nest) by determining the number of levels (maximum of 10) you will use.

Break comments into pages with “X” top level comments per page and …
This option should probably remain unchecked unless you have a VERY active comments section.

If you are getting a large number of comments as a result of your articles, you may want to enable this setting and then you’ll need to decide how many comments you would like to allow per page and whether the last page (newest) page of comment should be displayed first or last. Typically you would want your newest comments to display first, thereby setting this drop down to its default of showing the “last” page first.

The next setting, “Comments should be displayed with the “X” comments at the top of each page” goes hand in hand with this section, where “X” represents the choice between the oldest and newest comments.  Generally speaking, if you look at an active news site, such as NBC news or CNN and look at the comments section, you’ll notice that the oldest post are on top, with the newest post at the bottom, allowing people the chance to respond to, or make new comments underneath the older comments listed above.  In this case, you would want to list the oldest post first, with the newer ones listed below from top to bottom.  Alternatively you can set this to “newest” so that the latest comments are at the top of the comments section with the older ones at the bottom.

Email Me Whenever
There are two options in this section.  Checking both will automatically send you an email anytime posts a comment or when a comment is held for moderation.

If a comment is held for moderation, you will need to determine whether the comment should be published or not depending on its content.  This is a manual step and can be completed in the “Comments” menu item on the sidebar.

Before a Comment Appears
The two settings under this heading determine how often you will need to moderate topics in your Merchant Shop.

The first option, “Comments must be Manually Approved” is unchecked by default, but when checked the moderator (you or someone you’ve given the privileges to) will need to approve any post before it appears in the discussion thread.

The second option “Comment author must have a previously approved comment” makes this a little easier by allowing a user to post after their first comment was approved by a moderator.  This is a nice feature if your website is getting a lot of spam, in that you can catch and disapprove a spam comment before it gets to your comments section.

This will make your users a lot happier, as they won’t have to look at a lot of off-topic comments and you won’t have to worry about your customers going off to another site because they saw a spam message about “cheap DVD’s for sale” (or something worse!).

Comment Moderation
This section will determine how the automated moderation will work.

Spam messages will hold two or more links (HTML connection to another web site) to other websites in a typical comment.  This doesn’t always hold true, but this first setting will allow you to determine how many links are permissible within a given comment.

This will depend a little on your personal philosophy about links within posts.  Any link within a post leaves the customer with the possibility of following that link, thereby leaving your Merchant Shop to somewhere else on the web.

Generally speaking, you want to keep them in your shop, looking at and buying items.  On the other hand, some links can be good, opening up the possibility that another post or article on the web supports ideas that you mentioned in your post above the comments. suggests you leave this setting at the default of “2” and if you appear to be having problems with outside links, you can always set this number to zero.

In addition, there are two more fields which you can fill out that will enable the automated moderation, and help you cut down on some of the manual work involved in moderating a comments section.

The first is the moderation field.  This allows you to setup keywords and phrases which will immediately send comments into moderation, holding them from being posted until you have approved the comment to be posted.  This field might contain things like the “seven dirty words” or the name of a competing store that you really don’t want advertised on your site.  You will need to specify one word per line, so place your first word in the field, hit “Enter” on your keyboard, place the second word, hit “Enter”, and so on until you have a list of words you want to be moderated.

Keep in mind that this setting will match inside words, words that appear in other words.  For example, you may be offended by the word “ass”, but placing this inside your window will also moderate words like bass, associate or assemble!  Words that are not considered offensive.

 Figure 84

Figure 84: Your Merchant Shop can automatically moderate comments based on keywords and phrases

 The second window is the comment blacklist.  This window will allow you to place keywords and phrases that you would like marked as spam. One example that seems to be common around the web is “Louis Viton Handbags” as the header for the comment with several links to online stores around the world. 

Again, spam is defined as any comment, email or message that has no other purpose than advertising for another business or selling something that is unrelated to the purpose of your website.  The less spam you and your customers have to deal with, the better your shop will function.

You will need to specify one word per line, so place your first word in the field, hit “Enter” on your keyboard, place the second word, hit “Enter”, and so on until you have a list of words you want to be moderated.
An avatar is a graphical representation of a person making a comment and appears beside their name when posting comments to your shop.  These can be a lot of fun for those commenting on your site, but can also be a big distraction.

Show Avatars
This will allow your customers to select and use an avatar to represent themselves when posting comments to your posts.

Maximum Rating
The built in rating system will moderate avatars for content that may not be suitable for all of your users.  It is built around the MPAA’s (Motion Picture Association of America) ratings system for movies, with “G” being suitable for all audiences, running all the way down to “X”, as the most adult of ratings.  Selecting the rating will allow you to determine what types of avatars can be selected for use.

Keep in mind, if someone uploads their own avatar, it will not be governed by this system.

Default Avatar
The Default avatar allows users to use the default avatar you have selected in this setting as their avatar, assuming they don’t have one of their own.

If you’ve made any changes to any of the fields on this screen, make sure you click the “Save Changes” button before moving on to the next menu item.

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The media settings affect the size of the pictures you upload to your Merchant Shop.  They are specified in pixels in terms of height and width.

The three settings you will be able to use when posting a picture to your Merchant Shop are “Thumbnail”, “Medium” and “Large”.  Again, you can set any of these to the width and height desired.

If you make a change to your Thumbnail settings, and have previously uploaded thumbnail images, you will want to use the “Regenerate Thumbnails” option under the “Tools” menu item.

If you’ve made any changes to any of the fields on this screen, make sure you click the “Save Changes” button before moving on to the next menu item.

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By default WordPress uses web URLs which have question marks and lots of numbers in them (like  With the permalink settings, you can setup a custom URL structure for your posts, pages and products.  A Permalink is a URL address where your visitors will find your content.

The default for this setting will take the title of your post or page and incorporate it into the URL of the page.  For example, if you’ve written an article entitled “How to Make Your own Beer”, the permalink for that article might resemble the following:

Optionally, you have the ability to incorporate the following into the permalink instead of the post name:

Day and Name
Month and Name
Custom Structure

Figure 85

Figure 85: WordPress allows you to change the structure of your permalinks using several different methods

The custom structure allows you to specify how you would like your URL to appear.  However, unless you know what you’re doing, recommends you stick with the default “Post Name” setting.  In addition to not having to worry about what to name your permalinks, the Post Name setting incorporates a friendly name for the URL that directly corresponds with your post, thus making it easier to remember.

Much like the permalink settings above, the optional settings allow you to specify custom URL’s for things like Categories, Tags, Products, Product Tags, and Product Attributes.  While this can help in organization, changing these are not essential to your Merchant Shop and if left blank, the defaults will be used.  If you do decide to change them, you will need to come up with a detailed structure of what your category and tag bases will look like.

Product Permalink Base
These settings provide control over the permalinks used for products.  These settings will only apply when not using the default permalinks in the above sections. recommends you leave these settings “as-is” unless you feel comfortable in changing them.

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The Menus screen is used for managing your custom navigation menus.  Menus can be displayed in locations defined by your theme, and used in sidebars by adding a “Custom Menu” widget on the Widgets screen.

From this screen you can:

•Create, edit and delete menus
•Add, organize and modify individual menu items

Generally speaking, you will probably find the default menus in a logical progressive order.  In the default Wootique, there are two menus you can edit – the “Top Menu” menu and the “Primary” menu.  The Top Menu refers to the menu that your customers will see at the very top of their screen.

 Figure 86

Figure 86: The top menu resides at the very top of your Merchant Shop

This menu includes navigation for things like “Home”, Shop, your customers Cart and the Checkout screen.  This menu is placed here so your customers have immediate access to the most important parts of your Merchant Shop.

The Primary Menu is the menu that your customers will probably use the most.  It is located just under your shop name or graphic and above your posts’ and pages’ content.

 Figure 87

Figure 87: The “Primary” menu is the one your customers will probably use the most

This menu contains items such as Home, Shop, Cart, Checkout, My account and the “Contact Us” link.  Each link will take the user to a specified page that has already been created.

Home: Takes the customer to the main or “Front” page of your Merchant Shop
Shop: Takes the customer to your main products page
Cart: Takes the customer to their cart with items they have saved for checkout
My Account: Takes the customer to their account page where they can edit details of their account, such as billing and shipping addresses. Your customers will also see the status of their order, as well as have access to details from past orders on this page.
Contact Us: Takes the user to a page where they can fill out a form to contact you via email

While each of these pages have been created for you by, some may need to be customized to fit your particular Merchant Shop, such as the About Us and Contact Us pages.

For the purposes of ease of use, we’re going to start backwards a little bit and select the “Manage Locations” tab.  In this tab you’ll be able to decide which menu to locate at each location throughout your Merchant Shop either the Primary or Top menu.  The default Wootique theme supports the two menus mentioned above.  If you wish, you can create a custom menu or edit the existing menus to suit your needs.

 Figure 88

Figure 88: The “Manage Locations” tab in the Menu Settings allows you to determine which menu will be placed at the top and the main section of your Merchant Shop

 As mentioned before, the “Top Menu” will appear at the very top of the customer’s browser, and the Primary Menu will appear below your shop name or graphic and above your articles.

If you wanted to, you could simply switch the placement of these menus by using the drop down window next to each and select the other’s location (ie. The top menu in the primary position and the primary menu in the top menu position).  This really doesn’t gain anything, but it illustrates that you can easily move menus between the two locations to place them where you would like.

Additionally, there are two other options that appear in this screen – “Edit”, which allows you to change the menu around to suit your needs, and “Use New Menu”, from which you can create an entirely new menu from scratch.

Keep in mind that by creating a new menu, you will need to link your current pages to the new menu items (i.e. home, shop, cart, etc) and create any pages for new menu items, say for example a “Links” page, which might contain a page with web links to articles or places on the web your customers might find interesting.

You’ll notice that creating or editing menus will take you back to the Edit Menus screen.  Here you can edit the default menus, or create a new one to suit your needs.  Before we get too far into editing or creating menus, we should cover the screen options.

 Figure 89

Figure 89: The screen options allow you to decide what appears in your edit menus workspace

 The Screen Options, displayed as a hanging tab under the toolbar (pictured above), allow the user to decide what fields or modules are presented in the work area for the Edit Menus Screen.  Click on the Screen Options tab to expand the options available, and check (or uncheck) the desired options, then click the Screen Options hanging tab to collapse the Screen Options.

The items checked will directly relate to what shows up in your workspace.  For example, if I place a checkmark in all of the options in the above figure, I will add the “Posts”, “Products”, “Product Categories” and “Product Tags” areas to my workspace.

Figure 90

Figure 90: Selecting items under screen options will add them to your workspace

This allows you the option to add particular items, for example a new page that includes “On Sale” to your menu, taking your customers to a page that displays products on which you are running a special offer.  The page “On Sale” would need to be created in order to link from your new menu item to the “On Sale” page.  We’ll talk more about adding pages to your site in a later chapter.

Getting back to the workspace, you’ll notice the “Menu Structure” area on the right hand side of the page.  This work area allows you to set the placement of each menu item.  For example, if you wanted “Shop” (the link to your online store) to appear to the left of the home link, you would simply click and drag the “Home” item down below the “Shop” item to make it appear as the first link in the top menu. (Note: Most “Home” links do appear as the top left menu item on most web pages.  Performing the above task is an exercise designed as an example, rather than suggesting a course of action for your Merchant Shop).

 Figure 91

Figure 91: The Edit Menus tab allows you to edit or create new menus for your Merchant Shop

 Figure 92

Figure 92: You can change the placement of a link in a menu by dragging and dropping a menu item above or below another menu item

 Performing the above action will result in your top menu rearranging so that your “Shop” menu item sits to the left of your “Home” menu item.

 Figure 93

Figure 93: By moving a menu item up or down, you can determine which position it takes in a menu


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In addition to moving menu items around, you can also create “sub-menus”.  A sub-menu is a menu item that will appear below a menu item if your customer hover’s their mouse over the menu item.  For example, in the Menu workspace, if you drag a menu item so that it sits just below and off to the right of the menu item above it, it will become a sub-menu.

 Figure 94

Figure 94: Nesting a menu item under another menu item creates a sub-menu

 This shows up in your Merchant Shop like in the figure below, when the customer hovers their mouse over the “Home” menu item.

 Figure 95

Figure 95: This is how sub-menus appear in your Merchant Shop

 It is generally not recommended you create a sub-menu unless it directly relates to the main menu item, adding sub-menus like “German”, “Bavarian”, “Asian” to a “Chocolates” menu item, for example.  In this way you can organize your shop by product type and save your shopper a bit of time.

Adding Menu Links
In addition to moving menu items around, you can also add links to your menu from the items on the left hand side of the workspace to the menu you are working on.  For example, in order for your customers to have an easier time contacting you, you would like to add the “Contact Us” link to your top menu.

 Figure 96

Figure 96: Adding an item to  your menu is easy!

Simply find the “Contact Us” page under your “Pages” workspace, place a checkmark in the box and click the “Add to Menu” button.  The “Contact Us” page will now show up in your menu structure workspace.  You can drag and drop to give it a new location, or drag and offset it to become a sub-menu.  You can do the same for any of the items shown in the above figure such as “Links”, “Categories and “Tags”, provided you have created the necessary content.

 Figure 97

Figure 97: Adding a menu item in the Edit Menu screen will allow that item to appear in the menu you’re editing

 To edit a particular menu item, click the downward arrow next to the “page” label of the menu item.  This will expand the options you will have access to, allowing you to edit the specifics of the menu item.  In our example above, where we added the “Contact Us” menu item, you’ll notice we have several options we can change.

 Figure 98

Figure 98: Menu items have several options that can be changed

The Navigation Label is what will appear as the link on the screen.  So if we were to change this from “Contact Us” to “Contact Me”, your menu item would change appropriately.

 Figure 99

Figure 99: Changing the Navigation Label will change the appearance of the menu item

 The second field is the “Title Attribute”.  If you were visiting another web page and hold your mouse over a link on that page, it most likely will show you that link’s address as it would appear on the web in your browser’s web address window.  By setting the title attribute, in this case to “Contact Us” instead of leaving it blank, when the user hovers their mouse over “Contact Us”, they will see the text you’ve placed in the title attribute instead of the web address.

Underneath the Navigation label and Title Attribute are several quick links that can help you quickly place a menu item where you would like under the heading of “move”.  The first link, “Up One”, will easily move your menu item above the one that currently resides above it (thus sliding your menu item to the left as it appears on your Merchant Shop).  Next, the “Down One” will perform the same task, only moving the menu item down below the one residing below it (thus sliding the menu item to the right as it appears in your merchant shop).  The next link will suggest a menu item under which to move the current menu item and the last link will simply move your menu item to the top (or all the way to the left as it appears in your Merchant Shop) or the bottom (If your menu item is already at the top).

Just below this area is a small box labeled “original”.  Clicking the link next to this label will reset the current menu item back to where it was, before you started to make any changes.

Lastly, you can remove a menu item by clicking the “Remove” link at the bottom of the workspace, or cancel any changes you’ve made before saving.

Any menu item that resides in either of the default menus, the Top Menu or the Primary Menu are top level pages, meaning pages that are important enough that you will create a menu item for them.  At the bottom of this workspace, there are a few more options.  The first, “Automatically add new top-level pages to this menu” will add a menu item automatically any time you add a page that you give priority as a top level page.  This can be done when adding a new page to the “Pages” menu item on the sidebar, which we will go through in a later chapter.

Under the “Theme Locations”, you can decide where each menu will show up in your Merchant Shop.  If you are currently editing the Top Menu, and you select “Primary Menu”, your menu will show up just under your Merchant Shop title or graphic.  If you uncheck both, this menu will not appear anywhere within your Merchant Shop.  If both are selected, this menu will show up in both locations for Top menu and Primary menu.  It is recommended by that you select one or the other locations for your menus, as tying them both into a single location can make your Merchant Shop seem crowded.

If you’ve made any changes to your menu, you will want to make sure to click the “Save Menu” button before editing another menu or browsing away from this settings screen.  As noted earlier, many of the items you’ll need for your shop have already been created for you, you will simply need to customize those items to suit your needs.  This includes your menu items (which will work quite well by using the defaults) or any pages you will need to use for your merchant shop.

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Widgets are independent sections of content that can be placed into any area that allows for widgets provided by your theme (commonly called sidebars). To place items into your sidebars/widget areas with individual widgets, drag and drop the title bars into the desired area.

By default, only the first widget area is expanded. To populate additional widget areas, click on their title bars to expand them (footer 3 and footer 4 in the default Wootique theme).

The Available Widgets section contains all the widgets you can choose from. Once you drag a widget into a sidebar, it will open to allow you to configure its settings. When you are happy with the widget settings, click the Save button and the widget will go live on your site. If you click Delete, it will remove the widget.

Let’s say we want to add a calendar to our sidebar at the top, so our customers can see the dates of our posts.  By clicking and holding the mouse button over the calendar widget on the left hand side, we can drag and drop that widget into our primary sidebar, thereby adding it to our page.

Figure 100

Figure 100: Adding a widget to your sidebar is easy with simple drag and drop functionality!

 Once there, we can add a title to the widget allowing your customers to see what your calendar means to them.

 Figure 101

Figure 101: You have some degree of customization with each new widget you add

 In this case, we’ve added a calendar which will highlight the dates that we’ve added a new articles to our Merchant Shop.

 Figure 102

Figure 102: The calendar widget as it appears on the Primary sidebar

After adding the calendar widget, when your customer clicks the calendar date highlighted, it will take them to all the articles published on that date.

Other widgets have different functionalities, depending on what the widget was designed to do.  For example, the “Recent Posts” widget (loaded by default) will allow you to specify how many article titles will appear in this widget, and whether or not to include the date of the article.

 Figure 103

Figure 103: The Recent Posts Widget will allow you to display a set number of article titles and their publication dates

 Other widgets have other functions and there are literally an endless supply of widgets you can add to your Merchant Shop.  Some are free, others have a cost associated with them.  The list of widgets provided on the left hand side of the widgets settings page are all the widgets you have available to you through the basic subscription and have descriptions of their basic functionality.

Additional widgets can be purchased through the support site by creating a ticket request for a particular widget.  If you’re unsure of what the widget you need is called, simply describe what you’d like to do, and we’ll let you know if there is a widget out there to suit the needs of your particular shop.

You can get to understand each widget by adding it to your sidebar, saving your work and previewing your page by hovering your mouse over “My Merchant Shop” and clicking “Visit Site”.  This will allow you to see what’s changed in real time.

Playing around with the settings of each widget will help you understand what they do and what benefit they may have to your customers.  Feel free to play around with as many as you like!  You can always remove them by deleting them from the sidebar.

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Chapter 8: Pages and Posts

Way back in Chapter 2, we briefly discussed the difference between a post and a page: Before we get too far, we should probably go into further details on the difference between a “Post” and a “Page” as these two are easily confused.  

What is the difference between a Page and a Post? This is a popular question, and it’s hard to explain because in a way, posts are pages too. When you click on a link to a page, you get the content from that page. The same thing happens with a post, but WordPress organizes pages differently than it does posts.

Normally, you would use Pages for your main navigation menus (Home, About, Contact Us). In Appearance -> Menus, you can even automatically add new pages that you create to one or all of you website menu’s. You can’t do that with a Post!  Pages are generally timeless, in that it’s something that should always be easily accessible to your visitors.

Posts are generally something that won’t have a permanent place on the home page of your website, and are displayed in chronological order to your visitors, placing new posts at the top and pushing older posts further down.

While this summary does do a pretty good job at distinguishing the two, hopefully it will become clearer in this chapter.

So how do we define a page so that it’s easily understood?  Your “Home Page” is a page.  Your “Shop” is a page.  Even your checkout screen is a page.  The one thing that ties all these pages together is that no matter what content you place on your Merchant Shop, each page will largely be the place where this content resides whether it contains articles, products or the contact us form.  So in essence, a page is the foundation on which you content resides.

Your content is therefore, anything you place on a page.  This could be a widget, a product, a form or even a link.  So far we’ve been referring to posts as “Articles”, like the articles you’d read in a newspaper or magazine.  To the extent in which you will be using posts to generate interest in your Merchant Shop, this is true, however, rather than posts residing on a page, they actually become their own page.  The primary use of posts by you, the shopkeeper, will be to generate content that will keep your customers interested and coming back.

But a Post really isn’t all that simple.  The primary difference between a post and a page is how you organize your Merchant Shop.  Posts tend to introduce new content, while pages tend to be static, something that you don’t create a lot of over time.  A post will become its own page once published, but is generally temporary content that will be replaced by new content and archived as it gets older.

Now that we’ve clarified a post, for the purposes of this chapter, we will stick with the basic definition of a post, which is an article you create to keep your customers interested and coming back to visit your Merchant Shop.

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As we discussed above, a Page is the basic foundation of your merchant shop, and all of your content will reside on a page.

With your subscription, all of the basic pages you will need have already been created.  You can create more pages as the need arises.

For example, in our last chapter we discussed creating a menu item automatically with a top level page and we used the example of a links page.  A links page is a page where you can place links to articles or places around the web that may be of interest to your customers.  Keep in mind that in doing so, you are allowing your customers to browse elsewhere on the web, taking them away from your Merchant Shop.  If our purpose is to keep our customers shopping, the last thing we want to do is send them away to another web site.  That being said, there are times when you find an interesting article or web page that directly relates to your articles or items being sold on your Merchant Shop that may actually strengthen the desire to purchase your products.  We’ll walk through setting up a links page in the “Add New” section below.

Before we do so, however, let’s get acquainted with the pages menu section.

Figure 104

Figure 104: The pages section allows you to add and edit pages within your Merchant Shop

The Pages section of WordPress is largely setup in a grid.  On the left you’ll see the list of pages going down the screen.  On the right, you’ll see who created those pages, how many comments that page has (inside the   icon) and when the page was published (made public).  At the top of the screen, you can see how many total pages there are (All), how many of these are published and how many have been kept private.

If we take a closer look at a single page, we can see a few more options by hovering the mouse over the page name.

Figure 105

Figure 105: Hovering your mouse over a page name allows for more options

Edit, Quick Edit, Trash & View

Here we see four options that we can use on a given page.  The first is “Edit”.   The Edit link will take you to a page where you can change the content of an existing page.  In this case, the Home page.

Edit Screen
While the edit screen looks quite complicated, it’s really fairly simple.  Given a quick tour around the page, you’ll notice at the top is the title field.  This is the field in which you will name your page.

Figure 106

Figure 106: The Edit Page section allows you to make changes to an existing page in your Merchant Shop

 In the figure above, we are editing the “Home” page.  In doing so, we will want to leave the name of this page intact and move on to other items.

Just below the name field, there is the option to edit the Permalink.  We discussed permalinks in our last chapter, but to summarize, the permalink is the permanent link associated with a page.  Generally speaking, you won’t want to edit this unless you have a newly created page with a rather cryptic link in the address.  If you’ve selected to use the “Post Name” in the permalinks setting, then WordPress will create the link name based on the name you’ve give your page, in this case “Home”.

Figure 107

Figure 107: The Permalink is the permanent link for a particular page

You can edit the permalink by clicking the “Edit” button next to the link, but you should familiarize yourself with html address structure before editing any address.  Generally speaking, you can use just about letters and nubers for a particular page, but multiple words must have no spaces and be separated by either a hyphen “-“ or an underscore “_” (no other punctuation marks are allowed). As you can imagine, this can make for some rather lengthy, and silly looking web addresses such as:

In order to shorten this up (also known as truncating), you may decide to just use the keywords in the title like this:

If you end up with many gardening pages, you may want to name them by topic to keep them easily separated.

Just to the right of the edit button for the permalinks, sits the “View Page” button.  This button allows you to quickly view any changes to your page from the customer’s perspective.  In addition, there is a “Get Shortlink” button that will shorten up the link automatically on any permalink that has been predefined.  In our example above, WordPress created the link for our article:

Using the “Get Shortlink” button would shorten the link and give it a new name similar to:

Shortening the link considerably.  While some people prefer handling shorter links, it does remove the “friendly name” from the URL and search engines may not index the page correctly with a shortlink.

Located below the permalink option is the field for the body of the text that you will place on your page.  Besides text you can also add pictures, video or audio to your page.  You’ll notice that has placed some default text in this box for you, which you will want to customize to your shop. You’ll also notice various text option buttons that you can use for your pages and posts.  For more on this, refer to the “Product Name and Description” section in Chapter 10.


“Welcome to NuggetWeb’s Demo Shop. This is a demonstration shop only. No orders will be fulfilled. Here are the latest items added to the shop, but there are many more items!”


In its place, you will want to place a short, one to two paragraph piece of text welcoming your customers to your site and describing what your Merchant Shop is all about.  In addition, you’ll notice a couple of lines:


Provided you want to display your products on your home page, these should not be removed.  Essentially, they are telling WordPress the number of products and categories that can be displayed and the number of columns which should be displayed on the page at any one time.  Again, this directly relates to the home page example we are currently editing.  If we were to edit another page in the system, you would probably just want to edit the items that customize those pages to your shop.  If you are creating a new page, then this field is a blank slate for you to put your creative instincts to good use.

Continuing our tour around the edit screen, you’ll notice a “General Settings” area at the bottom of the screen.  With this, you can customize the page you are currently working on to include a sidebar on the left, right, or none at all.

Figure 108

Figure 108: You can choose a different layout for each new page you design

At this point, it should probably be noted that for consistency across your Merchant Shop, you will generally want to keep the pages looking the same throughout your Merchant Shop.  However, you may decide not to include a sidebar where it makes sense, for example it may be distracting to include a sidebar on a post containing an article.  This is strictly your choice and you may decide not to use a sidebar on any of your pages, depending on your own tastes.

Working a little backwards again, let’s take a look at the area labeled “Page Attributes”.  Page attributes define where a page or post will show up in relation to the rest of the site.  The “Parent” selection allows you to determine which main page this page or post will show up under (or as a link).

Figure 109

Figure 109: The Parent selection allows you to decide how deep your page hierarchy goes

If you choose no page as the parent page, then the page or post will become a top level page, on the same level as your home page, shop, checkout, and etc.  Selecting a parent allows you to organize your Merchant Shop in such a way as to make sense to your customer.

While Posts are organized in reverse chronological order, Pages have a hierarchy to help organize them.

If you have a travel site for example, you may have a page for Africa. It’s hard to cover all of Africa in one page, so it might be nice to have child pages (or sub-pages) for Lesotho, Cameroon, Togo, and Swaziland. Another parent Page “South America” would feature subpages of Brazil, Argentina, and Chile. Your site would list:



•            Cameroon

•            Lesotho

•            Swaziland

•            Togo


South America

•            Argentina

•            Brazil

•            Chile


So you can see how having a parent page, and children pages can be helpful in organizing information.  As far as your customers go, they won’t see the difference between a child and a parent page as they are visually the same.

The “Template” allows you to decide what page style you would like to use for the current page.  You’ll probably want most of your website Pages to look about the same. Sometimes, though, you may need a specific Page, or a group of Pages, to display or behave differently. This is easily accomplished with Page Templates.  Templates are pre-defined page styles that are incorporated into your theme (the way your Merchant Shop looks and feels).  Templates can give a page a different look or make it behave differently than other pages on your Merchant Shop.

“Order” refers to the page order to sort the list of pages.  This is only useful if you are using your own custom page template, which is not yet supported by  Additionally, developers may find this useful if you’ve hired a developer to help build your Merchant Shop, so rather than removing it, we made the decision to leave it in, but for most Merchant Shop owners this function should be left alone.

The last area of this section we’ll cover is the “Publish” window.  The publish window gives us several options on how we would like to publish our work.

Figure 110

Figure 110: The publish window lets you decide how and when to publish a page to your Merchant Shop

In this case, as we are editing our home page you’ll have a few different options than you would if you were creating a new page from scratch.

In the top right hand corner of the window sits the “Preview Changes” button.  Clicking this button will allow you to see the changes to your page in a new window before publication where you can view the page as your customer would.

The status marker allows you to see what the status of the page is, whether it’s published or a draft.  The visibility marker allows you to see who can see this page.  If you click on the edit link next to visibility you have three options for any page you are editing or creating.

  • Public – Anyone can see this page
  • Private – Can only be seen by those with permission, generally an author and above
  • Password Protected – Can only be seen by those with a password to the page

This gives you the option to restrict who can see each page and whether or not to set a password for the page you’re working on.

Below this setting we have the “Revisions” feature.  Whenever you make a change to a page during an edit, WordPress automatically saves previous revisions of that page.  If you ever need to revert back to an earlier time, simply click the “Browse” link which will take you to a new page where you can search by date.  Use the slider at the top of the screen or the “next” and “previous” buttons to browse through previous revisions of the page, until you find the one you want.

Figure 111

Figure 111: WordPress keeps previous revisions of edited pages so you can always revert back to an earlier time

Once you’ve found the restoration point you’re happy with, just click the “Restore This Autosave” button and your page will be restored to that point in time.  If you’re unsure of the content (as it’s written in HTML), you can always refer to the date in the upper right hand corner of the screen.

Back in our “Publish” window, you’ll be able to see the date a page was published, and can even change the date if you want.  This comes in handy if you want to create a page ahead of time, perhaps for you holiday hours, and have it automatically published at a certain date and time. Just set this to the date and time you want it to be published, and click OK.

At the very bottom of this window there are two options.  The first is the link “Move to Trash”.  Clicking this link will delete the current page and send it to the trash folder.

The second is the button marked “Update”.  This will update your page with any changes you’ve made, and unless you’ve marked the page as “private” or “password protected”, your page will become public.

When creating a new page, the options change a bit.  While most of the editing screen stays the same, that is to say you will still have a place for your title, the main body of your text the style of your page (with or without sidebars) and page attributes, the publish windows features will change slightly.

Figure 112

Figure 112: The Publish options change slightly if you are creating a new page

While the “Preview” button is still present, you’ll notice that a new button will be present at the top of the window.  The “Save Draft” button allows you to save the work you’ve done on your page without making those changes public, allowing you to come back at a later time to finish your work.

The status indicator for a new page will usually show the status as a “Draft” rather than “Published”.  Clicking on the “Edit” link next to status will give you the option of keeping it as a draft or mark the work as “Pending Review” using a drop-down box.

The visibility options are similar to editing a page in that you can mark your new page as “Public”, “Password Protected” or “Private”.  Additionally, instead of a publish date, this status will default to “Publish Immediately” and the page will go public as soon as you click the “Publish” button down at the bottom right hand corner of the window.  You also have the option of publishing the page at a later date by clicking the edit button, selecting the time and date on which you would like to publish your page, and clicking “Ok”.  This allows you to create many pages at once and publish them at dates in the future in a nice steady release.  This feature will be more important when we talk about Posts than it will with pages, as you will generally want to use a post for your article than a page.  Remember, Pages are a more permanent fixture in your Merchant Shop and Posts generally have a duration or “shelf life” for their use.

Just to summarize what we’ve done so far in this chapter, we’ve edited our home page and talked about the functionality in the edit screen.  We’ve also talked about the differences between editing a page and creating a new page.

Now let’s talk about posts!

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Posts are similar to pages in that they can have their own URL (web address).  The difference, as outlined before, is that posts are typically seen as more temporary than pages.  Posts must also fit into categories, where Pages cannot.

But just like pages, you can create or edit a post.  You’ll find that the “All Posts” page is very similar to the “All Pages” page with a one minor exception, categories and Tags.

 Figure 113

Figure 113: The all posts screen is similar to the all pages screen but includes options for categories and tags

Categories and tags are a way of organizing your posts.  Say, for example, that you have a shop selling candles and coffee.  The content you will want to post about each kind of products in your shop will be vastly different from the other.  In order to keep your customers interested in your shop, you’ve decided to post an article per week to each store section.  You don’t want posts for candles inter-mingled with your posts for your coffee, nor do you want posts written about coffee to be mixed in with your candle shop. A simplified way of taking care of this, would be to create a category for each section of your Merchant Shop.

One of the sub-menus of the “Posts” menu item on the left hand sidebar is labeled “Categories”.  Clicking this sub-menu label will open up the categories window.

 Figure 114

Figure 114: The categories screen allows you to create new categories and set category attributes

On the left hand side of the screen, you can create a new category, give it a friendly URL name (slug), determine if the category should have a parent (thereby becoming a sub-category) or if it should be a parent itself (top level category).  You can also give the category a description, however, not all themes will show the description to your customer.

 Figure 115

Figure 115: Create a new category easily in the Categories Screen under Posts

Additionally, categories can be displayed to your visitors using the Categories widget, which can be enabled under the “Settings” sidebar menu item using the sub-menu “Widgets” and adding the “Categories” widget to your sidebar on the right.  This allows your customers to get to a category that interests them easily.

On the right hand side of the screen, you’ll notice a list of categories that have already been created.  By default, has already created a category called “Announcements”.  This is your default category.  You can create a new category on the left hand side of the screen and set that as your default category by going to the “Settings” menu, the “Writing” sub-menu and selecting your new category as your default (as mentioned in the previous chapter).

 Figure 116

Figure 116: Your current categories are displayed on the right hand side of the Category Screen

So how does this relate to posts?  When you create a post, it must go into a category.  Using our coffee and candle example above, posts (or articles) you create relating to your coffee shop should go under your “Coffee” category, while posts related to your candles shop should go under the category “Candles”.  This helps separate types of items and types of content in your shop and will help you be more organized and help your customers find what they want easier.  While this is a simplified example of the use of categories, it should give you the idea as to how and why they are used.

Categories allow for a broad grouping of post topics, but when you want to describe a post in more specific terms, more categories are required.

In the days before Tags, that led to very long category lists inside the blog and very long lists in Categories Widgets.

That’s why Tags were invented. Tags are similar to categories, but they are generally used to describe your post in more detail.  For example if we use our coffee / candle shop example again, your categories might be coffee and candles. Now when you write a post about a kind of coffee that you drank, you will add it to the coffee category. You can add tags like Verona, Java, dark roast, etc.

One of the biggest difference between tags and categories is that you MUST categorize your post. You are not required to add any tags.

Tags can be created in the “Tags” sub-category of the “Posts” menu.

 Figure 117

Figure 117: Tags can help you give more detail about a post than a category

Just like the categories screen, you can create new tags on the left hand side and edit or delete tags in the list on the right.  Ultimately, Tags can help your Merchant Shop’s search feature provide more relevant results when a customer goes searching for a post.

Again, to summarize:  You can create and edit new pages in the “Pages” menu item in your sidebar on the left.  In almost exactly the same way, you can create and edit posts using the “Posts” menu item in your sidebar on the left.  Categories are used to organize your posts in a way that makes sense to both you and your customers.  Tags are a way to further classify your posts in a way that makes the most sense to you and your customers and help give more relevant results from customers using the search feature in your Merchant Shop.

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Chapter 9: Adding Products & Readying your Merchant Shop

This chapter will be the capstone to everything we’ve done so far.

Until now, we’ve spent a lot of time familiarizing ourselves with the inner workings of WordPress and Woocommerce and tinkering around with a lot of settings.  The good news is that most of the settings we’ve been getting familiar with, you will use only once.

There may be an occasion to go back and change a setting, but for the most part, once those settings have been established, you can leave them alone.

Other parts of the store, like pages and posts, you will probably use on a weekly, if not daily basis to generate content for your site and work up interest in your Merchant Shop.

Primarily what you will want to do with your Merchant Shop is sell!   In order to do this, you’ll need a product or products.

As stated in the last chapter, if you have several types of products, you may want to break them down into categories or even sub-categories, depending on your need.  Similarly to what we’ve talked about so far, there will still be some settings we’ll need to cover in the Products menu item, but again, most of them you should be able to setup and walk away, while others may come in handy from time to time.

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The Products menu item will take you to a list of products you have added to your shop.  Until now, we haven’t added anything, but will be doing so in our next step.

For now, we want to simply become familiar with this screen.  The Products screen looks much like our posts or pages screen where we see a list of products in our store.


Figure 133: The products menu item will display a list of all the items you have for sale in your Merchant Shop

 Hovering your mouse over a product name will allow you to

  • Edit a product, allowing you to change all of the product details
  • Quick edit the product, allowing you to quickly change some details
  • Send the item to the trash (delete the product)
  • Perform a simple view of the product, allowing you to see the product details without changing them
  • Duplicate the product.  Product duplication can be a great time saver if you have similar products in your shop that have minor differences in details


Figure 134: You’ll find quick edit options by hovering your mouse over the product name

 For example, in our candle store, we have a line of candles that are similar in shape and size, but different in color and scent.  Duplicating this product, we can edit the duplicate item and change the details to match the next candle, without having to create it from scratch.

This can save a lot of time and effort when you only have to change a few minor details of a product rather than inputting all the pieces of data back into a new product through the “Add Product” menu item.

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In looking over the products menu, it’s very tempting to start at the top and work down to the bottom.  However, given what we’ve covered in Chapter 8, it actually makes more sense to start with Categories and Tags.

We already know what categories and tags are, as they relate to posts.  In the same way categories and tags can help you organize your posts, they can also help you organize your products.

Looking at the category screen under the “Products” menu item, it is setup exactly the same as it is in the “Posts” menu item, and indeed has the same functionality.

Figure 118

Figure 118: The Products Category Screen is setup exactly the same way as the Posts Category Screen

Just like posts, products can be separated by categories and supplemented with tags to further classify your products and make them easier to find when your customer is using your Merchant Shop’s search feature.

Since we’ve already covered the functionality of this screen in Chapter 8, we’re not going to go through it again as both the categories and tags screens have exactly the same functionality as they do under the “Posts” menu item.  If you didn’t read Chapter 8, you may want to go back and do so before proceeding.

It should be noted that categories and tags for posts are separate and distinct from categories and tags for products.  If you create a category or tag under the “Posts” menu item, it will not show up under the “Products” menu item and vice-versa.  In this way, WordPress helps you organize and handle your posts and products as separate items, further allowing you to organize your Merchant Shop.

Going back to our candles and coffee example from Chapter 8, we know we have two distinct categories for the posts related to these products.  In chapter 8, we separated them under posts by creating the categories “Candles” and “Coffee”.

Here, we’ll want to do so again, so that we create a separation between the actual products of candles and coffee.

But what happens when we want to break these down into further classifications?  There are lots of different types of coffee, and it might be confusing to put them all on one page.  Here, we’ll create sub-categories.

Figure 119

Figure 119: Product Sub-Categories can be easily added to your products categories

Let’s break our coffee flavors down between the strength of the coffee. We have a Dark Roast, a Medium Roast and a light blend set of coffees.

At this point, we’ll create a category for each, but when we reach the “Parent” field, we’ll use the “Coffee” category as the parent, thereby designating the above roast blends as “sub-categories” and allowing a separation in your Merchant Shop.

If I’m your customer and I prefer a bolder, heavier coffee, I know that I’ll want to start under the “Dark Roast” category for my search for the perfect cup of coffee.

Breaking things down by category and sub-category can help guide your customers to exactly what they want, making their shopping experience fast and easy.

Keep in mind that overpopulating your Merchant Shop with too many categories and sub-categories can be just as confusing to your customer as having no categories at all.  So make sure you create categories only where it makes logical sense to break your shop down and make the experience easier for your customer.

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Shipping classes can help you break down shipping expenses by classifying products that have a similar weight or size.

For example, we know the weight and size of a five pound bag of coffee is going to be similar in size and weight whether we are shipping a dark roast, medium roast or light roast bag of coffee.

We can create a shipping class for these items and then tie them in to certain shipping methods to provide different shipping rates for different products.  This way, you and your customer both know what their shipping costs will be ahead of time.

This is a two-step process.  First, you’ll need to setup your shipping classes with similar items (by weight, size, etc.).  In the following illustration, you’ll see we’ve setup four shipping classes.

 Figure 120

Figure 120: Shipping Classes can help you group products into a shipping type

The first class, “Flat Rate Shipping”, we’ve setup as our parent to all the other flat rate classes that are in our list.  Any shipping class that falls under the classification of “Flat Rate”, had been given the parent class of “Flat Rate Shipping”.  In this case we’ve created generic classes for small, medium and large flat rate boxes.  This is step one.

Step two involves going all the way back to our initial setup under “My Merchant Shop”.  To get there, click “My Merchant Shop”, or what it’s now called, if you have changed it to your shop’s proper name, in my example “Jester’s Custom Bikes”.

 Figure 121

Figure 121: If you have changed your shop’s name under the settings menu, look for that shop name to find the general settings

You’ll notice the “Settings” sub-menu item.  Click this and find the “Shipping” tab at the top. Here’s where you’ll make use of the shipping classes you just created.

At the top of this tab, you’ll see several methods of shipping listed.  In this case we want to associate our shipping classes with Flat Rate Shipping.  Click this link to enable these options.

 Figure 122

Figure 122: You can edit the options for a type of shipping under “Shipping” in the General Settings of your Merchant Shop

At the bottom of this page, there is a section entitled “Additional Costs”.  Within this section you can add your shipping class by clicking the “Add Cost” button at the bottom left hand side.  At this point, a new shipping class has been added to the system, and you can set the shipping class, the actual cost for shipping as well as any handling charges you’d like to add.

 Figure 123

Figure 123: Setting up your shipping classes allows you to group “like” products under a shipping method

A handling charge is the cost for the time and labor it takes for you to grab the item off the shelf, place it into its shipping container and run it out to your mailbox to be shipped out to your customer.  Typically this would be a small fee, and often times online vendors won’t charge this fee, or will include it in the cost of the shipping.

You do have the option to charge a blanket minimum handling fee at the bottom of this screen, allowing all items to be charged the same handling fee, unless otherwise specified.

Additionally, it will be up to you to keep up on current rates for your shipping, so make sure you keep up to date at your local post office or shipping agent.

Once you’ve taken the time to setup your shipping classes and assigned the appropriate charges, you’ll be ready to assign those classes to products you place into your Merchant Shop.

Back under the Products menu item, let’s find the “Attributes” sub-menu.

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Attributes let you define extra product data, such as size or color.

You’ll need to name and give a slug to each attribute, just like we did with categories and tags.  You can use these attributes in the shop sidebar using the “layered nav” widgets.

Keep in mind that once you have created an attribute, you can’t rename it later.  But don’t worry, if you create an attribute and you want to change its name or a characteristic of an attribute, you can always delete the incorrect one (hovering your mouse over the name and clicking “Delete”) and recreate it by adding the attribute again.

Attributes come in two types, “Text” and “Select”.

Figure 124

Figure 124: Attributes allow you to specify extra product data such as size or color

A Text attribute is a simple description of an item that may define its item type.  This is generally a one or two word piece of text to further define your product beyond what categories and tags will do.

Say you’re opening a video game store, selling all the latest games for all the latest consoles. In this case, your top level product category will most likely be Games inside of which the majority of your catalog will reside.

Now, you could very easily create sub categories for different consoles, genres, etc. but this information is better suited as attributes. Why? Because a user can select concurrent attributes while refining their search.

 Figure 125

Figure 125: Attributes can break down items allowing customers to refine their search

For example, your customer is looking for a sports game for the PS3. This is as simple as navigating to the Games category, then selecting the PS3 and Sport attributes from a sidebar widget. As you’d expect, this will refresh the page so that it only displays sport games for the PS3.  This makes browsing for specific items a whole lot easier for your customer and keeps you from having to create a huge number of categories.

A Select attribute works a little differently.  You will want to define a select attribute to a variable product, that is to say a product that may have more than one option, such as size and color.  Let’s come back to this in a minute.

Before we go much further, we should probably define the last field in creating an attribute, the “Default Sort Order”.  There are three options for this setting:

  • Name: Sorts attributes by name in descending order
  • Term ID – Sorts the attributes by the Terms which you have defined
  • Custom Ordering – Sorts attributes by the order you place them in

This will create the “sort order” for your attributes and their terms as shown in your store.

For example, if you have a clothing shop, you will want to include an attribute labeled “Size”.  You create “size” under the attributes window adding the proper name of “Size”, a slug of “size”, in this case the type as “Select” (as you will want your customers to be able to select their size), and custom ordering.

Clicking the “Add Attribute” button now places your new attribute of “Size” into the attributes list on the right hand side.

 Figure 126

Figure 126: Creating an attribute is just the first step

If this were a text attribute, we might not need to go any further.  However, at this point we’ll need to define exactly what size means.  You can do this by clicking the “Configure Terms” button and adding the terms or in this case sizes to our Size attribute.

 Figure 127

Figure 127: Defining Attribute terms can be done in the “Configure Terms” window

As you can see in the figure above, we’ve added most of our sizes and we’re in the process of adding the “Small” term.  Clicking the “Add New Size” button at the bottom will add the new size to our list.

Here, you may think we’re done.  However, now we need to define our sort order.  If we left this list alone, the terms would list themselves in alphabetical order.  In a typical clothing store, sizes tend to go from smallest to largest, and as such, we’ll need to re-arrange our order a bit.  You can do so manually from top to bottom by dragging and dropping the term into its appropriate location.

 Figure 128

Figure 128: You can place terms in any order you like with simple drag and drop

In this case, we needed to move our “Small” term to the top of the list so it would show up first.  Now, rather than having our sizes order themselves “Medium, Large, Small, XLarge and XXLarge”, we’ll see them in the correct placement of “Small, Medium, Large, XLarge and XXLarge”.

To create a new attribute for color, simply repeat the process by going back to “Attributes” and creating the attribute “Color” and setting terms for the color of the item such as red, green, yellow and so forth.

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You can create coupons for your Merchant Shop, just like you can for a brick and mortar store.  These can be incentives to bring customers to your Merchant Shop to make a purchase.  The coupon screen gives you a wide variety of choices when discounting items through the use of a coupon.  You can also put items on sale, but we’ll go over that later in the chapter.


Figure 129: The coupons options screen gives a wide variety of options for customer discounts

The first thing you’ll want to do is give your coupon a name or description.  It may be handy to write down your coupons as they are created, or place them in a spreadsheet with the coupon code, what type of discount you’re giving and so on.  This way you can track your coupons.  In addition, you can leave some room in your spreadsheet reminding yourself how successful the coupon campaign was in terms of bringing in customer sales.  The more successful the coupon, the more you may want to think about offering it again.


Figure 130: Keeping track of coupons can really help decide which coupons to run in the future

There are four options in the discount type field that will allow you to control how much of a discount to give, and where to give it.  A Cart Discount provides a discount to the entire cart at checkout.  So, this type of discount will apply to anything the customer has in their cart, no matter what they purchase in your Merchant Shop.  This can be done by percentage of the total sale, or by a specified amount, $10, for example.

In the same way you can place a discount or coupon on the cart, you can place a coupon or discount to a specific product.  Again, you can give a percentage of the price of the product, or a specified amount.  This allows you to target items you may have in stock that you wish to get out of stock before a predetermined date.  For example, you still have a few items in your fall stock that you would like to have customers purchase before the winter stock arrives.  By providing a coupon for these items, it may help speed up sales and get rid of old stock.

In addition to providing coupons for individual products and carts, you can decide how those coupons will be applied.


Figure 131: Options can be applied to coupons to determine how they can be used

You have four options available to you:

  1. Enable Free Shipping – This can be applied to product or cart.  Ships products at no cost.
  2. Individual Use – If checked, the coupon cannot be used in conjunction with other coupons.
  3. Apply Before Tax – If checked the coupon offer will be applied before calculating tax
  4. Exclude Sale Items – If checked, the coupon cannot be used with items already on sale

The final section in the coupon screen will allow you to set specifics for the coupon.


Figure 132: You can set limitations and restrictions for your coupons

You can set a minimum amount at purchase before the coupon applies.  For example, the customer must purchase a minimum of $50 worth of products before the coupon can be used.  You can also specify which products specifically can be included in the coupon, and which items to exclude.  If you would like to sell off your shirt stock for example, you might decide to include all shirts, but exclude pants, socks, etc.  This can be setup for product categories as well, making your job a little easier.

Email restrictions can be placed on the coupon, which will not allow use of the coupon for specified email addresses.  You can also limit the number of times a coupon can be used as well as an expiration date.  To clarify, you might offer a coupon to the fist twenty customers that use the coupon at checkout.  After the coupon has been used twenty times, it is no longer useable by any customer.   Optionally, you can setup a date when the coupon will no longer be valid.

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Chapter 10 - Putting it all Together

So far in this manual, we’ve setup all our basic information, taken an extensive tour through the WordPress menu system, customized the look and feel of our Merchant Shop, learned how to add users and manage the user system, learned about the WordPress tools, learned about pages and posts and stepped through the products menu.  Here is where everything you’ve done up until now will come together and your Merchant Shop will come to life.

During the course of this section we’ll take two looks at the “Add Product’s screen.  The first will familiarize you with the screen and its functions, detailing what each setting is and does, and how each of them interact with each other.  During the second pass, we’ll actually start adding products to your Merchant Shop and walk you through the process.  Finally, we’ll talk a little about what it will take to maintain your Merchant Shop once you have everything setup and ready to go.

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The Add products screen in many ways resembles several of the screens we’ve seen before, most notably the “Pages” and “Posts” screen.  There is a title, a description, you can add categories, tags and pictures, just like you can with a page or a post.  But this is where the similarity ends.  As we walk you through the “Add Products” screen, you’ll notice that WooCommerce does a good job at making different areas of your merchant shop, look and feel like other areas.  This helps keep things feeling familiar and simplifies the process overall.


Figure 135: The “Add New Product” screen has a familiar look and feel to other parts of your Merchant Shop simplifying its use

 Looking at the screen, we see a Product Name (or title field), a description field (the body of your text), a publish area, very similar to that in the pages and posts area of your Merchant Shop, as well as categories, product tags and featured image.  These settings are all very similar to how they work in pages and posts.
Product Name and Description
Similar to the pages and posts screens, this page starts with a “title” or name for your product.  You may want to use the brand name and model as the title, or just a simple nave for the product (ie. Candle, med, Apple & Spice).  The title should give customers a good first impression of the item you are selling.

The description field allows you to go into depth about the product.  Here, you’ll explain to your customer what it is, what it does, what the product is used for or how it benefits them in some way.


Figure 136: Product Name and Detailed description are the first two fields in the “Add Product” page

 If you are selling a well-known product, there may already be a product description available to you.  You can copy and paste, or type it into this field.  Similar to Microsoft Word, there are several text options available to you at the top of the description field.  This allows you to bold or italicize words, set bullet points or a numbering scheme, use quotes and justify the text left, right or center.  You can also link text using the link (chain icon) to another web page or break that link using the broken chain icon.  In addition, you can tell WordPress where to cut the text off for an excerpt of your product description.  This is useful in articles, but also when displaying the excerpt of your product description when you have a page full of products.

If you want to edit the product description in full screen mode, the   button will allow you to do this, but keep in mind you will only see the title and the product description.

The “Show/Hide the kitchen sink” button will allow you to switch between Basic and Advanced mode in the editor.  Showing the kitchen sink will give you more advanced buttons to work with, and hiding the kitchen sink will display fewer buttons.


Figure 137: Using the “Show Kitchen Sink” button shows more text options while editing your description


Figure 138: “Hiding the Kitchen Sink” will remove the text options from the description editor

 Next to the “Show/Hide the kitchen sink” button you’ll find the “Insert Shortcode button (figure-138b ).  This button has various features which drop down in a menu, allowing you to add items to your description.  Shortcodes are lines of computer language that perform certain tasks.  Most frequently they will be used in a page or a post.

Here’s a list of the shortcodes offered by WooCommerce and what they do:

Your cart is currently empty.

Return to shop

– shows the cart page
– shows the checkout page
•[woocommerce_pay] – shows the checkout pay page
•[woocommerce_thankyou] – shows the order received page

To track your order please enter your Order ID in the box below and press the "Track" button. This was given to you on your receipt and in the confirmation email you should have received.

– shows the order tracking form


– shows the user account page
•[woocommerce_edit_address] – shows the user account edit address page
•[woocommerce_view_order] – shows the user account view order page
•[woocommerce_change_password] – shows the change password page
•[woocommerce_lost_password] – shows the lost password page
•[woocommerce_logout] – shows the logout page
In addition to the shortcode provided for WooCommerce, WooThemes has short code as well.


• Button – Adds a button that can be assigned a link (as in link to another page)
• Icon Link – Adds an icon that can be assigned a link to a product, post or page
• Info Box – Adds an informational box that can hold additional information
• Typography – Allows you to change the font for the product, post or page
• Content Toggle – Allows you to create your own toggle to hold hidden information which you can toggle to view.
• Related Posts – Allows you to setup links to related topics or articles
• Contact Form – Allows you to setup a contact form on the page you’re working on
• Column layout – Allows you to setup columns for the page you’re working on
• Tab layout – Allows you to create your own tabs to hold information without using a lot of real estate on your page.
• List Generator – Allows you to generate lists of items easily
• Divider – Allows you to place a divider within your product, post or page
• Social Buttons – Allows you to create links where customers can follow you on various social networks

Shortcode can get fairly complex, fairly quickly.  For more reading on shortcode, follow these links:


Woo Themes:


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It will be easiest if we simply define these items under each section and then come back later when we are placing a product into our Merchant Shop.  There are several sections under Product Data, and each handles different aspects of products listed within your Merchant Shop.

At the top of the Product Data section, you’ll find three items, the type of product, and whether the product is virtual or downloadable.  A virtual product is something you can’t sense in the real world.  It could be a service, or it could be an item (a character weapon, for example) you might use in an online game.  It’s yours, but has no use in the real world.


Figure 139: You can easily select the type of product you’re selling in the Product Data form

 A downloadable product is something you might use in the real world, such as a photograph, music or a game you might play on your computer.  Whatever it is, the result of the purchase allows the customer to download it from the server to their personal computer for their use.  Keep in mind that most stores that sell downloadable products keep track of their customer’s purchases for them, so that they can download them again if needed.

This takes us back to the various Product Types which are:

• 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 simple product for 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 which you list and describe on your web site, but is sold elsewhere

• A Variable product is a product which has several different variations, each of which may have a different SKU, price, stock options etc. For example a t-shirt available in several different colors and/or sizes

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Figure 140: General Tab in the Product Data form

 SKU – Stock Keeping Unit.  A unique identifier for each distinct product and service that can be purchased.

Regular Price – The price of an item without discount

Sale Price – A discounted price that may or may not be set to a schedule

Schedule Link – Allows you to schedule the beginning and end dates for a sale price

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Figure 141: Product Data Inventory Tab

 Manage Stock – Placing a checkmark in this box allows WooCommerce to manage the stock for this product

Stock Status – Allows you to tell the WooCommerce Inventory Management System if this product is in stock

Allow Backorders – Allows you to determine if a customer can order an item if it is no longer in stock (Backorder)

Sold Individually – Placing a checkmark in this box will only allow a customer to purchase one of this item with each order

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Figure 142: Product Data Shipping Tab

 Weight – The weight of the product being shipped.  Weight can be setup as lbs (pounds), Oz (ounces), g (grams) and kg (kilograms) under the Catalog tab of the “My Merchant Shop” settings menu

Dimensions – The length, width and height of the product being sold

Shipping Class – Determines the shipping class of the product being sold, where shipping classes have been setup under the “Products / Shipping Classes” sub-menu

Note: If you plan to use any of the shipping add-ons from the Power Plugin Pack to automatically calculate shipping for your customers’ orders, you will need to enter weight and dimensions before the shipping can be calculated.

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Figure 143: Product Data Linked Products Tab

Up-Sells – Products you recommend instead of the currently viewed product that may be more profitable, better quality or more expensive

Cross-Sells – Products that you can promote in the shopping cart that may enhance the current product in some way

Grouping – Allows you to determine if the product being added is part of a “grouped” product.  Group products are similar to attributes, in that you will create a grouped product type and add child products to that grouping.  In other words, first you create your group, then you add products to that group.  You might decide to add products to a group if you are selling an entire line of products, such as a particular brand of cosmetics.

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Fairly simple and straightforward, here is where you will assign a product the attributes you’ve created in the “Products / Attributes” sub-menu.


Figure 144: Product Data Attributes Tab

Attributes can be selected in the drop down window and added to your product.  Once you add an attribute, you will get a new window:


Figure 145: After you add an attribute, you will need to specify its variables

In this example, we’ve selected “Size” as our attribute.  We will now have to select the variables that go into that attribute, such as “small”, “Medium”, “Large” and so on.  You can also use the “Select All” button to add all variables in this attribute, or remove them by clicking “Select None” and add only the variables you want.  In order for these variables to show up on the product page, check the box that says “Visible on the product page”.  Once finished, make sure you save your work by clicking the “Save Attributes” button at the bottom left.  If you wish to remove the attribute, you can do so by clicking the “Remove” button in the top right hand corner of the window.

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Figure 146: Product Data Advanced Tab

 Purchase Note – A simple note created to send to the customer after the purchase of the product being added

Menu Order – This is a micro-manager’s dream, but a bit of a cumbersome tool.  Going back to the “My Merchant Shop” menu item under “Settings” and the “Catalog” tab, you must have “Default Product Sorting” set to “Default Sorting” in the drop-down menu for this to work.


Figure 147: In order for Menu Order to work, your Default Product Sorting must be set to “Default Sorting (Custom + Name)

In this way, products can be ordered by setting the menu order to a specific number (starting with zero and going up from there) allowing you to display your products in a specific order in your Merchant Shop.  The drawbacks of using this method are that you will need to remember what each custom ordering position is for each product (so you don’t duplicate) and each and every product will have to have a menu order number.  Additionally, this can be a real problem if you have more than just a few items in your store, and impossible if you want to “insert” a product between menu order 5 and 6, for example.  You will end up re-ordering every product in your store to fit a product in between two existing products.  If you decide to use this feature, make sure you write down each product with its corresponding menu order number.

Enable Reviews – Allows your customers to come back and review the product and your services

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WordPress has the ability to allow post authors to assign custom fields to a post. This arbitrary extra information is known as meta-data. This meta-data can include bits of information such as:

  • Mood: Happy
  • Currently Reading: Cinderella
  • Listening To: Rock Around the Clock
  • Weather: Hot and humid

With some extra coding, it is possible to achieve more complex actions, such as using the metadata to store an expiration date for a post.  You can find more information on custom fields and the coding involved at the WordPress support site.

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The product short description is exactly what it says it is, a shorter version of your description text.  For this, you’ll probably want to take the most important parts of your description and put them here so that those items immediately jump out at your customers.


Figure 148: Product Short Description boxed in Red above

 The short description will show up off to one side of your product while your description text will show up below the picture of your product.  This gives you the chance to talk about the item’s selling points right off the bat, while following it up in the description with the details of the product.

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Just like with pages and posts, you can customize your product page to include or not include sidebars.


Figure 149: Customize your product page to include or exclude sidebars

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The “Featured Image” of your product is the main picture your customers will see when they are browsing your products, and the main picture they will see when clicking on a product and being directed to that product’s page.  If you have a really interesting product, where multiple pictures are useful in showing more about the product, you can use a Picture Gallery.  A picture gallery will setup a series of pictures the customer can browse through to get a better idea of the product you’re selling.


Figure 150: A featured image shows customers the product, while an image gallery shows the product at multiple angles

 For example, if someone is looking for a stereo amplifier online, they may find it useful to see a picture of the back of the amplifier, so they know what kinds of connections are available, and if it will work with their existing equipment such as speakers.  Multiple pictures of a product can tell a customer a lot about a product and help them determine if they wish to purchase it.

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Product tags are similar to tags in a post or a page in that they can help customers find what they are looking for in your Merchant Shop.  If a customer uses your site’s search feature, it’s the tags that will lead them to the product they want.  You can have multiple tags, but they must be separated by a comma.  For example, you have a pair of speakers you want to sell.  Your tags might include:

speakers, sony, sound, noise, surround, surround sound, music, home theater

Setting up tags to match your product will be very important in helping your customers find what they want.

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Products can use categories in a similar fashion to Posts and Pages.  Categories can be setup under the “Product” sidebar menu under the sub-menu of “Categories” or right from the Categories window by clicking the “Add Category” link.


Figure 151: You can select a product category or add a new one from the Product Categories Window

 You can give your product a category, “Shirts” for example, and all the shirts you add to your shop can go under this category.  This way, when the customer is browsing in your Merchant Shop, they can look for the category of shirts, and once inside, find all the shirts you have for sale listed under one location.

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The Publish window works very similarly to how it works in pages and posts.


Figure 152: The publish window is very similar to what you’ll find in the “pages” and “posts” sections

Save Draft – Saves your product as a draft without publishing it allowing you to come back later and make more changes

Status – If you have an editor, you can change the status from “ Draft” to “Pending Review”, allowing someone else to take a peek and check for errors before publication.

Visibility – Allows you to set the permissions on the product from “Public” (something everyone can see) to “Private” (something only those with permission can see) to “Password Protected” (something only those with password access can see)

Publish – Whether the product will be published immediately after clicking the “Publish” button or a specific date and time specified by clicking the “Edit” link next to it.

Catalog Visibility – This determines whether the product will show up in the catalog and searches or be left hidden on the site.

Move to Trash – Deletes the product

Publish – Publishes the product abiding by the rules you have set down above

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Now that we’ve defined everything in the “Add Product” screen, let’s actually add a product!

The first thing we need to do is select a product for our Merchant Shop.  In this case, we’ve already setup categories for coffee, so let’s add a nice Java Blend.  Java is a type of coffee that comes from Indonesia and is a dark roast blend.  Perfect for our customer’s morning cup of coffee.

As we discussed before, the first thing we need to do is give our product a name, in this case, Café Java.  We’ll add Café’ Java to the title of our product and move on to the description.  The description doesn’t have to be long, just long enough to tell the customer about the product.


Figure 153: To start, give your product a title and description

 As you can see in our example above, we didn’t go overboard with a long description, but gave the customer just enough information to understand what this product is about.

Moving down to the product data field, I’m going to select “Variable Product” from the drop down menu next to “Product Data”, as I plan to sell two sizes of coffee bags.  Under my “General” tab, my fields are whittled down from three to one.  If this were a simple product, I’d have additional fields for “price” and “sale price” with the ability to schedule my sale.  In this case, the price will be set with my variables.

Since we’ve chosen a variable product, most of our information will be setup by variation.  For the product we’re adding, we’ll use the manufacturer’s SKU of 36069 02607 our large product and 36069 02605 for our small product.  We could use any number you like to use, assigning an internal number of your choosing using any combination of letters and numbers, but this allows us to stay consistent through the supply chain.

figure-154 Figure 154: Using the supplier’s SKU can be an advantage when it comes to ordering more when the product sells out

 When it comes time to order again, I have the supplier’s SKU, not my own, which I can use to order more product for sale.  If this were a simple product, we’d want to enter the SKU in the general tab.

Clicking on the inventory tab, we’ll want WordPress to keep track of our inventory.  The rest of our options we’ll leave alone for the moment, as we’ll set these up when we get to our variations.


Figure 155: For our variable product, stock quantity and other options will be setup under our “Variations” tab

If this were a simple product, we would want to be sure to tell the system the stock quantity and whether or not to allow backorders and if the product should be limited to one per purchase.

As we move on to the shipping tab, again these options will be determined under our variations tab by setting them up for each variation.  If this were a simple product, we would want to make sure to fill this information in.

In the “Linked Products” tab, we can determine if we would like to upsell or cross sell from this product. As our product is a bag of coffee, you might be able to upsell to a larger bag of coffee, or cross sell to another blend of coffee. As this is our first product, we really have nothing to upsell or cross sell to, so we’ll leave these blank for now.  It should be understood that had we more products listed in our shop, we probably would have found a product to upsell or cross sell in this tab.

In the attributes tab, we’ll need to add our attribute, in this case size.  In the drop-down window, where it says “Custom Product Attribute”, we’ll click and find the attribute for “size” and click the “Add” button.


Figure 156: Adding attributes is very important with products that involve choices for your customer

Doing this will change the appearance of the screen giving us more options.  We’ll need to define the variables for size under the “Values” window.  This is a clickable drop down field that will allow us to add more than one attribute to the product.  We’ve decided that we will be selling small and large bags of coffee because our supplier has told us that they don’t provide a medium bag.  For the purposes of this exercise the large bag will be 5lbs, while the small bag will be 1lb.

Back in our window, we’ll need to select our sizes.  Clicking the window under “Values” will provide us a list from which to choose.


Figure 157: When setting attributes, you can choose from a predetermined list which you have created in the attributes sub-menu of the product menu on the sidebar of your screen

 First, we’ll choose small.  By clicking the word small, you’ll notice that an icon has been placed in this field with the word “small” and an “x” next to it within the icon.  The “x” will allow us to remove the attribute should we have picked the wrong one.  We’ll click once for small and once for large, placing both attributes in the values field.

figure-158 Figure 158: Adding attributes is as easy as the click of a button on your mouse!

Once our attributes have shown up in the values field, we’ll click the “Save Attributes” button.  The screen will become clouded for a moment while the system saves our settings.  We’ll also want to make sure that the “Visible on the product page” and “Used for variations” boxes are checked.

Moving on to the “Advanced” tab, we’ll setup what happens after the sale.  Under our purchase note, we’ve filled in the field with the following:

“Thank you very much for your purchase!  We hope you enjoy your coffee!”

While this isn’t necessary, a custom note can make a purchase feel more personal.  We will also place a check mark in the box allowing reviews.


Figure 159: The Advanced tab allows us to personalize the customers purchase and allow reviews for this product

 Finally, we come to the “Variations” tab.  Because we essentially have one product in two forms (small and large) we’ll setup a variation for each.  Let’s start with our large bag of coffee.


Figure 160: Variations allow you to setup purchase options for your customers and can be handy for things like size and color

 In our variation screen we see the selection box at the top left hand corner of the window.  Here we’ll decide which variation to work on first, in this case “Large”.  We’ve already determined our SKU for this product 36069 02607, we know we have five bags in stock.  Our price is determined by the suggested price of our supplier, taking into account any competition we may have and adjusting accordingly.  We know what we paid for the product, and can then adjust the product to our “sale price”, which is somewhere in between our wholesale price (the price we paid for the product) and our regular price.

In addition, we’ll need to fill in our weight and dimensions for our product.  We’ve also determined the shipping type and selected this under our “shipping class” field.  Off to the left hand side of the screen there are three check boxes and a box with no label.  The box with no label pertains to the featured image of the product and if “enabled” is check, the featured image will show up on the product page.  We’ve already discussed the differences between a downloadable product and a virtual product, and as our bag of coffee is neither of these, we’ll leave these boxes unchecked.

There are three more fields under our variations tab that won’t apply to our product.  If you have a downloadable product, the file path field will allow you to tell the system where to find the product on your server so that the customer can download the product to their computer.  You can also set a download limit (how many times the customer can download the product) and an expiration date for the download.

Now that we’ve setup the specifics of our first variation, large, we’ll click the “Add Variation” button at the bottom right hand corner of the screen.  This will add the variation to our list and open up a new window for our next variation.

figure-161Figure 161: Once you’ve added a variation, a new box will appear to add more variations to your product

The second variation is just like the first, with its own unique information.  Since we’ll be setting up our small package of coffee, we’ll want to make sure we add its information to the fields in the new window.

Size: Small
SKU: 36069 02605
Stock Qty: 5
Regular Price: 10.95
Sale Price: 8.99
Weight: 1lb
Dimensions: Length – 2, Width – 3, Height – 10
Shipping: Flat Rate Shipping

The result should look something like the figure below:


Figure 162: Adding a second variation is just like the first adding information specific to that variation

 Again, once we’ve added our small variation, we’ll click the “Add Variation” button again, and again, a new variation window will appear.  Since we won’t be using any more variations for this product, we’ll use the “Remove” button on the new window so as to keep things as simple as possible.

As we again move down the screen, we’ve decided that we won’t be adding any custom fields to this product.  We can collapse this window by clicking the upward turned arrow on the top right hand side of this window.

Moving down again, we come to our product’s short description field.  This is the description that will fill up the area to the right of the product picture.  We’ve decided not only to give a product description in this field, but also let the customer know the availability of this product.


Figure 163: The product short description can pull the customer in and let them know how long before the product will ship

In looking at the image above, you’ll notice that we’ve placed the word “Availability” in bold.  The short way to do this is to highlight the word we want to bold and click the bold button in the text tools above.   Additionally, if you have access to Microsoft Office, you can write up your text in Word, and copy and paste it into the description window.  WordPress will retain any formatting that you have given your text in Word.  Pretty neat!

This brings us to our Wootique Custom Settings at the bottom of our page.  We’ll continue to allow our sidebar to run while customers view this page, and as such will select none of these options.

This brings us to our “Featured Image” window on the right hand side of the page.  While we did set featured images for each variation, we didn’t set a featured image for the product itself.  To do this, we’ll click the “Set featured image” link, which will take us to our media library.  In this case we’ve already uploaded the image to our media library and just need to choose the right one.


Figure 164: Selecting the featured image is as easy as clicking the link and choosing a picture you’ve already uploaded!

 Once we’ve selected the right image, click “Set Featured Image” at the bottom right hand corner of the screen and your image is added to your product.  We can choose a different image for each variation, or use the same image throughout, which we are doing with this product.

Above the featured image is the Product Gallery.  If we were selling an interesting item where multiple camera angles would help to improve the sale of the item, we would want to upload those images to our gallery.  As we are selling a food product, additional images probably won’t help us so we’ll opt not to add more images to the gallery.  Note: It could be argued that adding images such as a steaming cup of coffee or a full coffee pot pouring into a cup might add to the desire of the product, but for the purposes of this exercise, we’ve decided to stick with our featured images instead.

In the next section, we’ll setup our tags for our product.  What we really want are words used in a typical customer search that will bring the customer to the right product in our Merchant Shop.  We can use as many words or phrases as we want, but they must be separated by a comma.  For example:

coffee, dark, dark roast, roast, java, blend, Smokey, flavor, Indonesian

What we’re trying to accomplish is to create a list of words that a customer may use to find a specific blend of coffee in our shop.  Once we have our list of keywords, we’ll click the “Add” button and our keywords will be added to our list of tags.


Figure 165: Adding keywords to your product tags can help your customers locate your products within your Merchant Shop

 Our next window is our categories window.  This refers to the categories we’ve setup for our products, not our pages and posts.  With our current product, we’ll want to select both the coffee and the dark roast categories as our product relates to both.


Figure 166: In selecting product categories, all categories that relate to the product should be selected

 In the event that we wouldn’t want our product to show up directly under our “Coffee” category, we could simply select the “Dark Roast” category by itself.

So now, finally!  We’ve setup everything we need for our product and we’re ready to publish!  In the “Publish” window above the categories window are our publish options.  Currently, our product has been saved as a draft.  That will change when we click the “Publish” button, and unless we’ve set the page to publish at a later date under the publish options, the page will go live.  Before we do, however, it’s always a good idea to double check our work.  For this, we’ll click the “Preview” button at the top right hand corner of the publish window.  Doing so will bring up our product page in a new browser tab.  Here we can look at our product as our customers will see it once published.


Figure 167: Previewing the product is always a good idea so that mistakes can be corrected before publishing

 In proofing our product, we’ll want to look for spelling errors, grammatical errors as well as making sure the features we’ve chosen to use will work.  For example, we built two variations into our product, large and small.  These can be seen in the drop-down menu under “Size” under our product.  Clicking this, select first small, then large to make sure all of the correct information appears as it should for each.

In this case, we failed to schedule our sale price and our product is showing up as if it is on sale right now.


Figure 168: It’s always a good idea to preview your products before they go live to catch any mistakes that were made

 Closing out the preview tab in our browser, we’ll go back to our edit screen and find the variations tab under our Product Data window.  In coming back to edit, each variation has closed itself, and we’ll need to expand them by clicking the upward arrow button at the top right hand side of each variation ( ).

Now that we’ve expanded each variation, we can make the necessary changes to each one.  Instead of starting out with our product on sale, we’ll set the date for some time in the future.  With our coffee, we’d like to make sure that the product doesn’t go bad before it sells.  Realistically, coffee can have a shelf life of up to two years!  We’d like to make sure it sells well before then, so we’ll set our sale price for about 5 months from now.  At the time of this writing, the date was 1/30/14.  That would put our sale date at 5/30/14.  This is our start date.  In the variation window for large, click the “Schedule” link above the sale price field.  This will enable two more fields, one for the start date of the sale, the other for the end date of the sale.  We’ve already determined the start date.  Let’s set the end date for a month from the start date which should take us out to 6/30/14.  However, while we’re accustomed to a standard date format, we’ll need to input our data so that it matches something that WordPress can understand.  For example:

For our start date of 5/30/14, we’ll need to type in the date of 2014-05-30

For our end date of 6/30/14 we’ll need to type in the date of 2014-06-30

So in our example, the full year comes first, then month then day.  Make sure that both the month and day fill in two characters, so that May would be 05 rather than just 5.  If you make the mistake of typing in the short version, the system will reject your date and now allow you to schedule.  Once we’ve setup our dates on our large variation, we’ll need to do the same for our small variation.


Figure 169: Correcting mistakes on a product page is as easy as coming back to the edit screen to make the changes

 Now that we’ve made our corrections, let’s go back to the publish window and click the “Preview” button again.  Now selecting one of the variations of our coffee shows the correct price.


Figure 170: Once corrections are made, preview the product page again to make sure it’s working properly

We’ll want to make sure that we check both the large and the small and make sure they are setup correctly.  Not just the price, but everything.  Double and triple checking make sure your product won’t go live with errors.  Most customers are turned off by errors, even minor ones.  So make sure you take the time to proofread everything or have someone do it for you.

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This handbook has taken you through the steps necessary to setup your Merchant Shop and explained the WordPress and WooCommerce features in detail.  If you have taken the time to read through this manual and still have questions, feel free to post a question to the forums at:

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