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PRODUCT MANAGEMENT TUTORIAL
W          elcome to Shopp, a
           WordPress plugin that
           will make managing
product on your website a whole
lot easier. In this tutorial you will
                                        products already in your inventory,
                                        check on your customers, and check
                                        your orders.
                                        To begin we must get to your web-
                                                                               compatible browsers include: Safari,
                                                                               Chrome and Internet Explorer. You
                                                                               will first want to visit your web-
                                                                               site URL with the suffix /wp-admin.
                                                                               For example, if your website URL is
                                        site. Load up your favorite brows-
learn how to: add new products to       er, in this tutorial we will be us-    http://mycoolgreenproducts.com,
your inventory, make changes to         ing Firefox in all the images. Other   you will have to visit http://mycool-
                                                                               greenproducts.com/wp-admin. See
                                                                               below for an example.
                                                                               Wordpress Login Screen
                                                                               To get logged in to your website you
                                                                               will need to input your username
                                                                               and password. Your username will
                                                                               be included in your completion sum-
                                                                               mary that you will receive from your
                                                                               web designer. After you type in your
                                                                               username and password and press
                                                                               “Log In” you will be taken to your
                                                                               website’s Dashboard.
                                                                               WordPress Dashboard
                                                                               There are two important parts to


your dashboard. The sec-
tion on the right (in Grey)
will give you lots of in-
formation on whats hap-
pening with your website
including comments, on
blog posts, updates to
plugins and WordPress,
etc.
The section to the left (in
Red) is your main naviga-
tion menu. This is how
you will find your way
around the back office of
your website. If you ever
get lost, just press the
“Dashboard” option at
the top of this menu.
To manage everything that is going       and edit products, categories and
                                        on with your online store you will       promotions (discoutns and sales) for
                                             have to go to the “Shopp” sec-      your webstore.
                                             tion of your online store. Each     Setup This section is a very impor-
                                             of the major top-level menu op-    tant section. This is where we have
                                             tions will expand with several     setup your store to receive pay-
                                             other submenu options. Shopp       ments, charge shipping and taxes, as
                                             is a very robust application that  well as where we manage how your
                                             can do several things. If you are  webstore displays on your website
                                        at all unfamiliar with an area of this  pages. It is not adviseable for you to
                                        it is recommended to contact cus-       go into this section. Should you need
                                        tomer services for assistance to not    to make any changes to your web-
                                        ruin your site.                         store in regards to shipping, taxes or
                                        Shopp In this section, you will find a change in merchant accounts, it is
                                        all of the orders that have come recommended you contact custom-
                                        through as well as a list of all of the er services at 877.44.0180 x2.
                                        customer accounts you have.
                                        Catalog In this section, you will add
  Managing Your Orders




                    2            3                4                          5                     6          7
         1


1. Shopp Submenu: When you click        4. Destination: This is the city         ceived from the order.
on the “Shopp” menu item it will        and state that the product will be       How are Orders Received?
load into the “Orders” section. Addi-   shipped to.                              Whenever someone places and or-
tionally the menu item will open up     5. Transaction: This is a reference      der on your website you will receive
with two sub-options: Orders and        number given to every order cus-         an email with an invoice that in-
Customers. The order section will       tomer. This is for you to easily ref-    cludes the item, the full price of the
show you a list of your orders that     erence orders when speaking to cli-      order as well as any other informa-
need filled. Customers will show a      ents.                                    tion essential to placing the order
list of registered customers.           6. Date: The date the Order was          with your dropshipper. You will also
2. Order #: Every order on your web-    complted.                                receive an email from Paypal saying
site will be shown here in reverse      7. Total: This is the total amount of    payment has been received for the
chronological order by order num-       the order. You should find an email      order. You should match the pay-
ber starting with “Order #1”.           from Paypal to match this amount         ment with an invoice before placing
3. Name: This is the Name of the        to verify that payment has been re-      the order with your dropshipper.
customer ordering the product.
Managing Your Customers



      1                             2                       3                   4               5

                    6

Customers                                know where they are located in       mation into and select down-
Anyone that wants to order an item       the world.                           load.
from your website will be required 4.	 Orders: This section shows
to register with your website much       recent orders and the price of   Customer Editor
like how you must register with          recent orders.                   This is the editor where you can
Amazon.com, eBay.com or any          5.	 Joined: The Date the customer see and change information about
other online store. This means that      joined.                          your customer. When would this
customers are required to provide 6.	 Export Options: You are able to be useful? When in contact with a
you with some information. This          export all of your client infor- client who has changed their ad-
includes the customer name, billing      mation to an excel spreadsheet dress or billing information it can be
and shipping address, a username         with the export options. Click   changed here.
and password. This is so that you        this button to select the format Profile: Customer Name, email and
can properly bill the person as well     you want to export your infor- phone number go here. Email is
as ship the items
they have ordered
to the client.
1.	 Name: The
     Customer list
     you see here
     will show you a
     list of custom-
     ers in alpha-
     betical order.
2.	 Email: You will
     be able to see
     all of your cli-
     ents email ad-
     dresses. These
     emails can be
     used to email
     clients promo-
     tions and deals
     to reward them
     for being a
     repeat client.
3.	 Location: This
     will let you
required as the main way to get in        example.                                  tice the dropdown box allows you
contact with someone.                     Save: Displays the number of or-          to define a customer type. Because
Billing Address: This is the address      ders, prices and allows you to save       you will not be doing any sort of
where your customer’s credit card         any changes you have made to the          wholesaling or dealing with non-
statements are mailed to.                 customer file.                            profits, customers should always be
Shipping Address: The address             Settings: This is where you can con-      kept as ‘Retail.’
where the products will be shipped.       trol whether a customer wants to          Login & Password: This section
This can be different from the billing    be part of your mailing list. For any     allows you to change a customers
address. When a customer buys             client that does not want to receive      username and password to login if
a present as a gift and wants it          marketing emails from you, it is not      it is needed.
shipped directly to the person, for       advised to send them. You will no-

Managing Your Products




The Catalog                               customer.                                 your mouse over to a product’s cor-
The catalog section is where you          Category: This column tells you           responding grey star and click on it.
manage everything regarding your          which category each item is catego-       The star will turn gold in a few sec-
products. This includes uploading         rized under. We have categorized          onds, which means you have set the
new products, changing prices and         your products according to how your       product as featured. To deactivate
information on old products, as           drop shipper categorizes them.            the featured function for a product,
well as managing promotions and           Price: This is the full retail price of   simply click on he gold star and wait
categories. This section will load up     the item. This price can be changed       until it turns grey. This product is no
into the Products section where you       in the product editor.                    longer ‘featured’ and will no longer
see a list of products that have been                                               show up on the home page of the
                                          Inventory: The inventory section is
uploaded and are available for pur-                                                 website.
                                          the number of each item in stock
chase on your store.                      on your web store. We have set the        Add New: At the top center of the
Name: This column displays the            stock of each item to 10 as an arbi-      page next to the word ‘Products’,
name of the category. If you scroll       trary number. We do this to ensure        you will find a button labeled ‘Add
your mouse over the name, you will        that you get into the habit of check-     New.’ Pressing this button will load
notice a menu come up underneath          ing the inventory of your drop ship-      up a blank Product Editor for you
the name of the product (Edit | Du-       per to prevent back-orders.               to fill in information about prod-
plicate | Trash | View). Edit will take                                             ucts you would like to add to your
                                          Featured: This list of grey and gold
you to the Product Editor to make                                                   website. This includes an item
                                          stars determines which products
changes to the product listing. Dupli-                                              name, description, pricing, etc.
                                          show up on the front page of your
cate will make a carbon copy of the                                                 When adding new items to your
                                          website. Any start that is gold means
product listing. Trash will delete the                                              inventory, it is encouraged that you
                                          that the corresponding product will
product listing. View will allow you                                                use the tabbed browsing feature
                                          show up on the home page of the
to see how the product looks to the                                                 of your browser. To learn more
                                          website. To feature a product, scroll
html.
                                                                                  Summary: This box should be com-
                                                                                  pletely ignored. Do not put any more
                                                                                  information in this box.
                                                                                  Details & Specs: This box should be
                                                                                  completely ignored. Do not put any
                                                                                  more information in this box.
                                                                                  Product Images: We have preload-
                                                                                  ed all the images for your products.
                                                                                  This required us to download the
                                                                                  images from your drop shipper’s
                                                                                  website and upload them to your
                                                                                  website. To learn how to download
                                                                                  an image visit: http://www.ehow.
                                                                                  com/how_4939_download-picture-
                                                                                  internet.html. To upload an image
                                                                                  to the website, click the “Add New”
                                                                                  button within the product images
about tabbed browsing visit: http://     this product. This is useful when        box. It will open up a dialog box to
en.wikipedia.org/wiki/Tab_(GUI).         you don’t want someone to get lost       find the image on your computer to
For Safari Tabs: http://support.         looking for a specific product on        upload.
apple.com/kb/HT2521; For IE Tabs:        your website.
                                                                                  Pricing: This box is where pricing is
http://windows.microsoft.com/en-         Main Description Box: Beneath            controlled. You should see four la-
US/windows-vista/Tabbed-brows-           Permalink you will find a large box      bels within this box: Price, Sale Price,
ing-frequently-asked-questions; For      with a product description in it. This   Shipping, and Inventory. Price is the
Firefox Tabs: http://www.mozilla.        is where any and all descriptions        full retail price of your product. If
org/en-US/firefox/tabs.html; For         should go for the product. We have       you would like to change it, you can
Chrome Tabs: http://support.             copied and pasted the description        simply delete that price and type in
google.com/chrome/bin/answer.            directly from your drop shipper’s        a new one. We have calculated the
py?hl=en&answer=95622.                   website into this product descrip-       pricing to be 40% above wholesale
Product Editor                           tion box. It is encouraged that you      price. If the 40% increase is too high
                                         tweak this a bit to make it original     above the drop shipper’s suggested
After you click the ‘edit’ option un-
                                         for Search Engine Optimization. For      retail price (or MSRP), we used the
derneath the name of the product
                                         a quick lesson on copying and past-      MSRP as the retail price. Sale Price
you would like to edit, or ‘Add New’
                                         ing information visit: http://www.       controls the price of the item if you
to add a new product, the product
                                         webmasternow.com/copyandpaste.           want it on sale. When the Sale Price
editor will load. This is the section
of the website that will allow you to
make changes to existing products
and or input new information for a
new product.
The first main box is the Title of the
product. Whatever name the prod-
uct has should go in this box.
Permalink: Directly beneath the
product title box you will find a line
that says permalink with a web ad-
dress. This will be the specific ad-
dress to refer someone from any-
where on the web to directly view
check box is selected, a new pricing     one of your drop shippers
box will display beneath it. When you    is GreenSupply.com, a SKU
put a sale price in this section, your   should look something link
item will be on sale and anyone that     GS-8UHB43.
purchases this item will be charged      Save: This is the box where
the Sale Price. Where there is a         you will save any changes
sale price, the item will display the    to your products by clicking
item’s original price with a striketh-   the blue “Save Product”
rough as well as the sale price with     button. The “Published
the amount saved if purchased now.       On” checkbox allows you
Shipping should always be selected       to pull products down off
or else shipping will not be charged.                                             a T-Shirt that you are trying to sell
                                         your shelf without having to delete
We have already programmed in                                                     that has three colors: red, green and
                                         the information. This is beneficial if
                                                                                  blue; as well as three sizes: small,
                                         you have seasonal items. When an
                                                                                  medium and large; this option will
                                         item is unpublished, it will keep all
                                                                                  make it easy to make these distinc-
                                         the information in your website da-
                                                                                  tions. Instead of adding nine differ-
                                         tabase but no customers will be al-
                                                                                  ent products for each size and color
                                         lowed to order the item.
                                                                                  combination, you can add the one
                                         Catalog Categories: This section
                                                                                  product and allow people to pick
                                         is how we categorize our items in
                                                                                  their size and color combination
                                         our store. If a category already ex-
your shipping information. If you see                                             from a series of drop-down menus.
                                         ists, all you have to do is select the
a number in the Weight box, that                                                  1.	 To set these options, check the
                                         check box of the category you want
means your website has been set up                                                    “Variants” box and then scroll
                                         the item to be under. To add a new
with weight-based shipping. For any                                                   down to the “Pricing” box. You
                                         category, select the “New Category”
new products added, you will need                                                     will see within the Pricing Box a
                                         option at the bottom of the box. It
to input a weight in pounds to calcu-                                                 section labeled “Variation Op-
                                         will ask you to type in the name of
late the proper shipping. The Inven-                                                  tion Menus.”
                                         the category. Do so and click the
tory check box is where you will be      Add button just beneath it.              2.	 Within the “Variation Option
able to change the number of prod-                                                    Menu” section, you should see
                                         Catalog Tags: Ignore this box com-
ucts you have in stock. The SKU box                                                   two more boxes. Beneath those
                                         pletely.
is the item number. SKU stands for                                                    boxes you will find three buttons:
                                         Settings: This section allows you to
Stock Keeping Unit, meaning each                                                      “Add Menu”, “Link Variations”
                                         implement additional functionality
number in that box is unique to the                                                   and “Add Option”. For you to add
                                         to your web store. Here you will find
product in your website. This item                                                    a new menu for a customer to
                                         options for Featured Products, Vari-
number matches the item number                                                        select a color you must hit the
                                         ants, Add-Ons and Processing Time.
on your drop shipper’s website. If                                                    “Add Menu” button. It will fill the
you are working with multiple drop       Featured Products: This check box            two boxes with “Option Menu 1”
shippers, it is recommended to use       has the same functionality as the            on the left and “New Option 1” &
a prefix to your SKU that is unique      stars on the products list page.             “New Option 2” on the right.
to the drop shipper. For example, if     When this box is checked, the item
                                                                                  3.	 Change these menu names by
                                         will show up on the home page as
                                                                                      simply clicking once on them to
                                         a featured product. When it is un-
                                                                                      highlight them, then type the
                                         checked, it will only show up in the
                                                                                      titles you would like. If you have
                                         catalog.
                                                                                      more than two colors, add an-
                                         Variants (See Next Page): Variants           other option in the right box by
                                         are used when you are selling and            clicking the “Add Option” button.
                                         item that has several different op-          Each time you click it, a new op-
                                         tions to choose from, such as sizes          tion will be added, and you can
                                         and colors. For example, if you have         input the names accordingly.
4.	 To add a second menu
     for sizing, you will need
     to repeat steps 2 and 3.
5.	 After you have added
     all the options you
     want, you will need to
     add pricing and inven-
     tory options for each
     of the combinations.
     The system will auto-
     matically output the
     possible combinations
     below the “Variation
     Option Menus” box.
     You must fill in the pric-
     ing the same way you
     would without options.
     (Click here to see how
     to fill in pricing).
6.	 Deleting an Option or
     Menu: At any time if
     you want to delete a
     size or color, simply go
     to the option you want
     to delete and hover
     over the selection with
     your mouse. You should
     see a red circle with a
     dash in it. Clicking this
     will delete the selec-
     tion.
Add Ons: An add-on to a
product includes anything
someone can purchase for
an extra fee. For example,
if your drop shipper al-
lows a line of embroidery
to be added to any piece of
clothing, this would be con-
sidered an Add On. When
this box is checked, you will
notice an “Add-On Option
Menu” option in the Pricing
section. The “Add Ons” will
be at the bottom beneath
all the pricing of items.
1.	 To set these options,
     check the “Add-ons”
     box and then scroll
down to the “Pricing” box. You    fill the two boxes with “Add-on    input the names accordingly.
    will see within the Pricing Box a Group 1” on the left and “New 4.	 To add a second menu for anoth-
    section labeled “Add-on Option    Option 1” & “New Option 2” on      er Add-on option, you will need
    Menus.”                           the right.                         to repeat steps 2 and 3.
2.	 Within the “Add-on Option 3.	 Change these menu names by 5.	 After you have included all the
    Menu” section, you should see     simply clicking once on them to    Add-ons you want, you will need
    two more boxes. Beneath those     highlight them, then type the      to add pricing and inventory
    boxes you will find three but-    titles you would like. If you have options for each of the combi-
    tons: “New Add-on Group” and      more than two Add-ons, add an-     nations. The system will auto-
    “Add Option”. For you to add      other option in the right box by   matically output the possible
    a new menu for a customer to      clicking the “Add Option” button.  combinations below the “Varia-
    select an add-on, you must hit    Each time you click it, a new op-  tion Option Menus” box. You
    the “Add Menu” button. It will    tion will be added and you can     must fill in the pricing the same

Managing Categories




    way you would without options.         put a time range in (from 1 day to      category or the “edit” button will get
    (Click here to see how to fill in      X-days).                                you into the Category Editor. This is
    pricing).                              Another submenu of the Catalog          the section where you will be able to
6.	 Deleting an Option or Menu: At         option is Categories. Clicking on       change the name of a category, the
    any time if you want to delete         this section will get you into the      description of a category and upload
    a size or color, simply go to the      category editor. This is the location   the photos that represent the cat-
    option you want to delete and          that allows you to edit category        egory.
    hover over the selection with          names and descriptions. This sec-       Delete: Clicking this will delete the
    your mouse. You should see a           tion is much more robust than the       category from the system. This is
    red circle with a dash in it. Click-   category section within the product     useful in case you add a duplicate
    ing this will delete the selection.    editor. When you hover your mouse       category or decide to no longer offer
Processing Time: If you have custom        over the name of the categories,        that category.
items, you may need to notify cus-         you will see three options show up      View: Clicking this will open up a
tomers of a processing time. You can       beneath the title: Edit, Delete and     new browser window that will al-
do this by selecting the processing        View.                                   low you to see the products within
time checkbox. This will ask you to        Edit: Clicking on the name of the       that category. It will also allow you
Managing Promotions




to see exactly what your customers          one free promotion (labeled as ‘buy       ed, the promotion will only apply to
will see when browsing through this         X, get Y’ in the menu).                   the items you specify and they must
category.                                   Conditions: The conditions section        be in the cart for the promotion to
Promotions are the easy way to man-         is what allows you to set the criteria    be active.
age sales and deals on your website.        that this promotion will be valid. for    The second dropdown box is where
When you add input into the promo-          The first dropdown menu allows you        you will select if a series of condi-
tions section, you will see a list of all   to select what products this promo-       tions must be met before the dis-
the promotions that you have, both          tion will apply to. The choices here      count is applied. If you select “all”
active and inactive. To add a new           are catalog product, shopping cart,       then every condition you set must
promotion, click the “New Promo-            and cart item. When catalog prod-         be met for the promotion to acti-
tion” at the top of the page. It will       uct is selected, this will apply to any   vate. If you select “any”, then only
load into the promotions editor.            product in the catalog. You will be       one condition must be met for the
Promotion Name: You will want to            able to refine promotions with the        promotion to activate.
title each promotion to keep track          conditions section at the bottom of       The next series of dropdowns is
of what promotions do what. An ex-          this box. Therefore, if you want the      where you can get specific with your
ample of a promotion name would             category “Jackets” to be 10% off          conditions. In the image you can see
be “Christmas 10% Off Sale.”                throughout your store, you don’t          that we have set that this promotion
Discount: This section will be where        have to go edit each jacket’s price.      will only be active for products that
you can set what type of discount           When shopping cart is selected, the       are categorized as Jackets AND have
you want to apply. The dropdown             promotions will only apply for the        the word Leather in their name. The
menu will allow you to make your            shopping cart. You would use this         first dropdown menu allows you to
selection. You can have a percentage        option should you want to give 10%        make a selection of Name, Category,
off, a dollar amount off, you can of-       off if a customer spends over $150        Variation, Price, Sale Price, Type, and
fer free shipping, or do a buy one get      on items. When cart item is select-       Stock. This will be the main section
you want to determine what prod-           setting that Small Business Success,
ucts get the promotions. The second        Inc. has set up for you and we do not
dropdown will give you a series of         advise changing these settings un-
options that apply to the section.         less you have altered your PayPal ac-
The last text box is where you would       count. Click on PayPal in blue to edit
want to put the specific condition.        ·	 Option Name- Change the name
Save: In the save box you will see a            of the option when on the pay-
start date and end date option. This            ment screen.
is so you can automate promotions.         ·	 E-mail Account- Enter your Pay-
If you put a start date some time in            Pal account e-mail address to in-
the future, then the promotion will             sure correct payment.
automatically start on that date and       ·	 Enable order verification- Veri-
automatically end on the end date               fies order with PayPal
you have inputted.                         ·	 Use with PayPal Sandbox- FOR
                                                DEVELOPERS ONLY, allows de-
Shopp Setup                                     velopers to test different PayPal
This section controls how your shop-            Add-ons they are working on.
ping cart will work. You will find vari-   Add Payment System- Select which
ous areas to adjust taxes, shipping        option you wish to add, again PayPal
and add different ways for people          is the default setting that Small Busi-
to pay. When you click on setup the        ness Success, Inc. has set up for you.
first page that comes up allows you        Any additional payment methods
to insert basic information:               will be handled at your own risk.
•	 Support Key- Already activated          Shipping Settings
     key that authorizes your website      To edit existing shipping options:
     for usage. DO NOT DE-ACTIVATE         Click on the shipping option that you
     THIS KEY. If you accidentally de-     wish to change. Fill in the appro-
     activate the key please contact       priate fields in regards to what you
     Small Business Success and we         wish to change. Click “Add Destina-
     will attempt to re-activate it.       tion Rate” to add addition countries.
•	 Base of Operations- The location        Click the blue “Save Changes” but-
     of your business, the left box is     ton to save your edits.
     for the country in which you op-      To add new shipping options: Click
     erate and the right box is for the    the drop down menu labeled “Add
     State or Provence.                    a shipping method..” select which
•	 Target Markets- Select which            method fits the new option that you
     countries your customers live in      wish to add. Fill in the appropriate
     that you wish to do business.         fields in regards to what you wish to
•	 Merchant Email- Primary email           change. Click “Add Destination Rate”
     address that notifications about      to add addition countries. Click the
     your business (including sales        blue “Save Changes” button to save
     and customer interaction) will        your edits.
     be sent.                              Tax Settings
•	 Business Name- The legal name           To edit the current tax rate for your
     of your business.                     state, or if your business moves
•	 Business Address- (optional) En-        states, click the blue “%- State,
     ter the mailing address of your       Country” (i.e. 6% — Michigan, USA).
     business.                             On the next screen, change the rate
Payment Settings                           and/or location of your business.
PayPal Standard- This is the default

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Shopp WordPress Tutorial

  • 2. W elcome to Shopp, a WordPress plugin that will make managing product on your website a whole lot easier. In this tutorial you will products already in your inventory, check on your customers, and check your orders. To begin we must get to your web- compatible browsers include: Safari, Chrome and Internet Explorer. You will first want to visit your web- site URL with the suffix /wp-admin. For example, if your website URL is site. Load up your favorite brows- learn how to: add new products to er, in this tutorial we will be us- http://mycoolgreenproducts.com, your inventory, make changes to ing Firefox in all the images. Other you will have to visit http://mycool- greenproducts.com/wp-admin. See below for an example. Wordpress Login Screen To get logged in to your website you will need to input your username and password. Your username will be included in your completion sum- mary that you will receive from your web designer. After you type in your username and password and press “Log In” you will be taken to your website’s Dashboard. WordPress Dashboard There are two important parts to your dashboard. The sec- tion on the right (in Grey) will give you lots of in- formation on whats hap- pening with your website including comments, on blog posts, updates to plugins and WordPress, etc. The section to the left (in Red) is your main naviga- tion menu. This is how you will find your way around the back office of your website. If you ever get lost, just press the “Dashboard” option at the top of this menu.
  • 3. To manage everything that is going and edit products, categories and on with your online store you will promotions (discoutns and sales) for have to go to the “Shopp” sec- your webstore. tion of your online store. Each Setup This section is a very impor- of the major top-level menu op- tant section. This is where we have tions will expand with several setup your store to receive pay- other submenu options. Shopp ments, charge shipping and taxes, as is a very robust application that well as where we manage how your can do several things. If you are webstore displays on your website at all unfamiliar with an area of this pages. It is not adviseable for you to it is recommended to contact cus- go into this section. Should you need tomer services for assistance to not to make any changes to your web- ruin your site. store in regards to shipping, taxes or Shopp In this section, you will find a change in merchant accounts, it is all of the orders that have come recommended you contact custom- through as well as a list of all of the er services at 877.44.0180 x2. customer accounts you have. Catalog In this section, you will add Managing Your Orders 2 3 4 5 6 7 1 1. Shopp Submenu: When you click 4. Destination: This is the city ceived from the order. on the “Shopp” menu item it will and state that the product will be How are Orders Received? load into the “Orders” section. Addi- shipped to. Whenever someone places and or- tionally the menu item will open up 5. Transaction: This is a reference der on your website you will receive with two sub-options: Orders and number given to every order cus- an email with an invoice that in- Customers. The order section will tomer. This is for you to easily ref- cludes the item, the full price of the show you a list of your orders that erence orders when speaking to cli- order as well as any other informa- need filled. Customers will show a ents. tion essential to placing the order list of registered customers. 6. Date: The date the Order was with your dropshipper. You will also 2. Order #: Every order on your web- complted. receive an email from Paypal saying site will be shown here in reverse 7. Total: This is the total amount of payment has been received for the chronological order by order num- the order. You should find an email order. You should match the pay- ber starting with “Order #1”. from Paypal to match this amount ment with an invoice before placing 3. Name: This is the Name of the to verify that payment has been re- the order with your dropshipper. customer ordering the product.
  • 4. Managing Your Customers 1 2 3 4 5 6 Customers know where they are located in mation into and select down- Anyone that wants to order an item the world. load. from your website will be required 4. Orders: This section shows to register with your website much recent orders and the price of Customer Editor like how you must register with recent orders. This is the editor where you can Amazon.com, eBay.com or any 5. Joined: The Date the customer see and change information about other online store. This means that joined. your customer. When would this customers are required to provide 6. Export Options: You are able to be useful? When in contact with a you with some information. This export all of your client infor- client who has changed their ad- includes the customer name, billing mation to an excel spreadsheet dress or billing information it can be and shipping address, a username with the export options. Click changed here. and password. This is so that you this button to select the format Profile: Customer Name, email and can properly bill the person as well you want to export your infor- phone number go here. Email is as ship the items they have ordered to the client. 1. Name: The Customer list you see here will show you a list of custom- ers in alpha- betical order. 2. Email: You will be able to see all of your cli- ents email ad- dresses. These emails can be used to email clients promo- tions and deals to reward them for being a repeat client. 3. Location: This will let you
  • 5. required as the main way to get in example. tice the dropdown box allows you contact with someone. Save: Displays the number of or- to define a customer type. Because Billing Address: This is the address ders, prices and allows you to save you will not be doing any sort of where your customer’s credit card any changes you have made to the wholesaling or dealing with non- statements are mailed to. customer file. profits, customers should always be Shipping Address: The address Settings: This is where you can con- kept as ‘Retail.’ where the products will be shipped. trol whether a customer wants to Login & Password: This section This can be different from the billing be part of your mailing list. For any allows you to change a customers address. When a customer buys client that does not want to receive username and password to login if a present as a gift and wants it marketing emails from you, it is not it is needed. shipped directly to the person, for advised to send them. You will no- Managing Your Products The Catalog customer. your mouse over to a product’s cor- The catalog section is where you Category: This column tells you responding grey star and click on it. manage everything regarding your which category each item is catego- The star will turn gold in a few sec- products. This includes uploading rized under. We have categorized onds, which means you have set the new products, changing prices and your products according to how your product as featured. To deactivate information on old products, as drop shipper categorizes them. the featured function for a product, well as managing promotions and Price: This is the full retail price of simply click on he gold star and wait categories. This section will load up the item. This price can be changed until it turns grey. This product is no into the Products section where you in the product editor. longer ‘featured’ and will no longer see a list of products that have been show up on the home page of the Inventory: The inventory section is uploaded and are available for pur- website. the number of each item in stock chase on your store. on your web store. We have set the Add New: At the top center of the Name: This column displays the stock of each item to 10 as an arbi- page next to the word ‘Products’, name of the category. If you scroll trary number. We do this to ensure you will find a button labeled ‘Add your mouse over the name, you will that you get into the habit of check- New.’ Pressing this button will load notice a menu come up underneath ing the inventory of your drop ship- up a blank Product Editor for you the name of the product (Edit | Du- per to prevent back-orders. to fill in information about prod- plicate | Trash | View). Edit will take ucts you would like to add to your Featured: This list of grey and gold you to the Product Editor to make website. This includes an item stars determines which products changes to the product listing. Dupli- name, description, pricing, etc. show up on the front page of your cate will make a carbon copy of the When adding new items to your website. Any start that is gold means product listing. Trash will delete the inventory, it is encouraged that you that the corresponding product will product listing. View will allow you use the tabbed browsing feature show up on the home page of the to see how the product looks to the of your browser. To learn more website. To feature a product, scroll
  • 6. html. Summary: This box should be com- pletely ignored. Do not put any more information in this box. Details & Specs: This box should be completely ignored. Do not put any more information in this box. Product Images: We have preload- ed all the images for your products. This required us to download the images from your drop shipper’s website and upload them to your website. To learn how to download an image visit: http://www.ehow. com/how_4939_download-picture- internet.html. To upload an image to the website, click the “Add New” button within the product images about tabbed browsing visit: http:// this product. This is useful when box. It will open up a dialog box to en.wikipedia.org/wiki/Tab_(GUI). you don’t want someone to get lost find the image on your computer to For Safari Tabs: http://support. looking for a specific product on upload. apple.com/kb/HT2521; For IE Tabs: your website. Pricing: This box is where pricing is http://windows.microsoft.com/en- Main Description Box: Beneath controlled. You should see four la- US/windows-vista/Tabbed-brows- Permalink you will find a large box bels within this box: Price, Sale Price, ing-frequently-asked-questions; For with a product description in it. This Shipping, and Inventory. Price is the Firefox Tabs: http://www.mozilla. is where any and all descriptions full retail price of your product. If org/en-US/firefox/tabs.html; For should go for the product. We have you would like to change it, you can Chrome Tabs: http://support. copied and pasted the description simply delete that price and type in google.com/chrome/bin/answer. directly from your drop shipper’s a new one. We have calculated the py?hl=en&answer=95622. website into this product descrip- pricing to be 40% above wholesale Product Editor tion box. It is encouraged that you price. If the 40% increase is too high tweak this a bit to make it original above the drop shipper’s suggested After you click the ‘edit’ option un- for Search Engine Optimization. For retail price (or MSRP), we used the derneath the name of the product a quick lesson on copying and past- MSRP as the retail price. Sale Price you would like to edit, or ‘Add New’ ing information visit: http://www. controls the price of the item if you to add a new product, the product webmasternow.com/copyandpaste. want it on sale. When the Sale Price editor will load. This is the section of the website that will allow you to make changes to existing products and or input new information for a new product. The first main box is the Title of the product. Whatever name the prod- uct has should go in this box. Permalink: Directly beneath the product title box you will find a line that says permalink with a web ad- dress. This will be the specific ad- dress to refer someone from any- where on the web to directly view
  • 7. check box is selected, a new pricing one of your drop shippers box will display beneath it. When you is GreenSupply.com, a SKU put a sale price in this section, your should look something link item will be on sale and anyone that GS-8UHB43. purchases this item will be charged Save: This is the box where the Sale Price. Where there is a you will save any changes sale price, the item will display the to your products by clicking item’s original price with a striketh- the blue “Save Product” rough as well as the sale price with button. The “Published the amount saved if purchased now. On” checkbox allows you Shipping should always be selected to pull products down off or else shipping will not be charged. a T-Shirt that you are trying to sell your shelf without having to delete We have already programmed in that has three colors: red, green and the information. This is beneficial if blue; as well as three sizes: small, you have seasonal items. When an medium and large; this option will item is unpublished, it will keep all make it easy to make these distinc- the information in your website da- tions. Instead of adding nine differ- tabase but no customers will be al- ent products for each size and color lowed to order the item. combination, you can add the one Catalog Categories: This section product and allow people to pick is how we categorize our items in their size and color combination our store. If a category already ex- your shipping information. If you see from a series of drop-down menus. ists, all you have to do is select the a number in the Weight box, that 1. To set these options, check the check box of the category you want means your website has been set up “Variants” box and then scroll the item to be under. To add a new with weight-based shipping. For any down to the “Pricing” box. You category, select the “New Category” new products added, you will need will see within the Pricing Box a option at the bottom of the box. It to input a weight in pounds to calcu- section labeled “Variation Op- will ask you to type in the name of late the proper shipping. The Inven- tion Menus.” the category. Do so and click the tory check box is where you will be Add button just beneath it. 2. Within the “Variation Option able to change the number of prod- Menu” section, you should see Catalog Tags: Ignore this box com- ucts you have in stock. The SKU box two more boxes. Beneath those pletely. is the item number. SKU stands for boxes you will find three buttons: Settings: This section allows you to Stock Keeping Unit, meaning each “Add Menu”, “Link Variations” implement additional functionality number in that box is unique to the and “Add Option”. For you to add to your web store. Here you will find product in your website. This item a new menu for a customer to options for Featured Products, Vari- number matches the item number select a color you must hit the ants, Add-Ons and Processing Time. on your drop shipper’s website. If “Add Menu” button. It will fill the you are working with multiple drop Featured Products: This check box two boxes with “Option Menu 1” shippers, it is recommended to use has the same functionality as the on the left and “New Option 1” & a prefix to your SKU that is unique stars on the products list page. “New Option 2” on the right. to the drop shipper. For example, if When this box is checked, the item 3. Change these menu names by will show up on the home page as simply clicking once on them to a featured product. When it is un- highlight them, then type the checked, it will only show up in the titles you would like. If you have catalog. more than two colors, add an- Variants (See Next Page): Variants other option in the right box by are used when you are selling and clicking the “Add Option” button. item that has several different op- Each time you click it, a new op- tions to choose from, such as sizes tion will be added, and you can and colors. For example, if you have input the names accordingly.
  • 8. 4. To add a second menu for sizing, you will need to repeat steps 2 and 3. 5. After you have added all the options you want, you will need to add pricing and inven- tory options for each of the combinations. The system will auto- matically output the possible combinations below the “Variation Option Menus” box. You must fill in the pric- ing the same way you would without options. (Click here to see how to fill in pricing). 6. Deleting an Option or Menu: At any time if you want to delete a size or color, simply go to the option you want to delete and hover over the selection with your mouse. You should see a red circle with a dash in it. Clicking this will delete the selec- tion. Add Ons: An add-on to a product includes anything someone can purchase for an extra fee. For example, if your drop shipper al- lows a line of embroidery to be added to any piece of clothing, this would be con- sidered an Add On. When this box is checked, you will notice an “Add-On Option Menu” option in the Pricing section. The “Add Ons” will be at the bottom beneath all the pricing of items. 1. To set these options, check the “Add-ons” box and then scroll
  • 9. down to the “Pricing” box. You fill the two boxes with “Add-on input the names accordingly. will see within the Pricing Box a Group 1” on the left and “New 4. To add a second menu for anoth- section labeled “Add-on Option Option 1” & “New Option 2” on er Add-on option, you will need Menus.” the right. to repeat steps 2 and 3. 2. Within the “Add-on Option 3. Change these menu names by 5. After you have included all the Menu” section, you should see simply clicking once on them to Add-ons you want, you will need two more boxes. Beneath those highlight them, then type the to add pricing and inventory boxes you will find three but- titles you would like. If you have options for each of the combi- tons: “New Add-on Group” and more than two Add-ons, add an- nations. The system will auto- “Add Option”. For you to add other option in the right box by matically output the possible a new menu for a customer to clicking the “Add Option” button. combinations below the “Varia- select an add-on, you must hit Each time you click it, a new op- tion Option Menus” box. You the “Add Menu” button. It will tion will be added and you can must fill in the pricing the same Managing Categories way you would without options. put a time range in (from 1 day to category or the “edit” button will get (Click here to see how to fill in X-days). you into the Category Editor. This is pricing). Another submenu of the Catalog the section where you will be able to 6. Deleting an Option or Menu: At option is Categories. Clicking on change the name of a category, the any time if you want to delete this section will get you into the description of a category and upload a size or color, simply go to the category editor. This is the location the photos that represent the cat- option you want to delete and that allows you to edit category egory. hover over the selection with names and descriptions. This sec- Delete: Clicking this will delete the your mouse. You should see a tion is much more robust than the category from the system. This is red circle with a dash in it. Click- category section within the product useful in case you add a duplicate ing this will delete the selection. editor. When you hover your mouse category or decide to no longer offer Processing Time: If you have custom over the name of the categories, that category. items, you may need to notify cus- you will see three options show up View: Clicking this will open up a tomers of a processing time. You can beneath the title: Edit, Delete and new browser window that will al- do this by selecting the processing View. low you to see the products within time checkbox. This will ask you to Edit: Clicking on the name of the that category. It will also allow you
  • 10. Managing Promotions to see exactly what your customers one free promotion (labeled as ‘buy ed, the promotion will only apply to will see when browsing through this X, get Y’ in the menu). the items you specify and they must category. Conditions: The conditions section be in the cart for the promotion to Promotions are the easy way to man- is what allows you to set the criteria be active. age sales and deals on your website. that this promotion will be valid. for The second dropdown box is where When you add input into the promo- The first dropdown menu allows you you will select if a series of condi- tions section, you will see a list of all to select what products this promo- tions must be met before the dis- the promotions that you have, both tion will apply to. The choices here count is applied. If you select “all” active and inactive. To add a new are catalog product, shopping cart, then every condition you set must promotion, click the “New Promo- and cart item. When catalog prod- be met for the promotion to acti- tion” at the top of the page. It will uct is selected, this will apply to any vate. If you select “any”, then only load into the promotions editor. product in the catalog. You will be one condition must be met for the Promotion Name: You will want to able to refine promotions with the promotion to activate. title each promotion to keep track conditions section at the bottom of The next series of dropdowns is of what promotions do what. An ex- this box. Therefore, if you want the where you can get specific with your ample of a promotion name would category “Jackets” to be 10% off conditions. In the image you can see be “Christmas 10% Off Sale.” throughout your store, you don’t that we have set that this promotion Discount: This section will be where have to go edit each jacket’s price. will only be active for products that you can set what type of discount When shopping cart is selected, the are categorized as Jackets AND have you want to apply. The dropdown promotions will only apply for the the word Leather in their name. The menu will allow you to make your shopping cart. You would use this first dropdown menu allows you to selection. You can have a percentage option should you want to give 10% make a selection of Name, Category, off, a dollar amount off, you can of- off if a customer spends over $150 Variation, Price, Sale Price, Type, and fer free shipping, or do a buy one get on items. When cart item is select- Stock. This will be the main section
  • 11. you want to determine what prod- setting that Small Business Success, ucts get the promotions. The second Inc. has set up for you and we do not dropdown will give you a series of advise changing these settings un- options that apply to the section. less you have altered your PayPal ac- The last text box is where you would count. Click on PayPal in blue to edit want to put the specific condition. · Option Name- Change the name Save: In the save box you will see a of the option when on the pay- start date and end date option. This ment screen. is so you can automate promotions. · E-mail Account- Enter your Pay- If you put a start date some time in Pal account e-mail address to in- the future, then the promotion will sure correct payment. automatically start on that date and · Enable order verification- Veri- automatically end on the end date fies order with PayPal you have inputted. · Use with PayPal Sandbox- FOR DEVELOPERS ONLY, allows de- Shopp Setup velopers to test different PayPal This section controls how your shop- Add-ons they are working on. ping cart will work. You will find vari- Add Payment System- Select which ous areas to adjust taxes, shipping option you wish to add, again PayPal and add different ways for people is the default setting that Small Busi- to pay. When you click on setup the ness Success, Inc. has set up for you. first page that comes up allows you Any additional payment methods to insert basic information: will be handled at your own risk. • Support Key- Already activated Shipping Settings key that authorizes your website To edit existing shipping options: for usage. DO NOT DE-ACTIVATE Click on the shipping option that you THIS KEY. If you accidentally de- wish to change. Fill in the appro- activate the key please contact priate fields in regards to what you Small Business Success and we wish to change. Click “Add Destina- will attempt to re-activate it. tion Rate” to add addition countries. • Base of Operations- The location Click the blue “Save Changes” but- of your business, the left box is ton to save your edits. for the country in which you op- To add new shipping options: Click erate and the right box is for the the drop down menu labeled “Add State or Provence. a shipping method..” select which • Target Markets- Select which method fits the new option that you countries your customers live in wish to add. Fill in the appropriate that you wish to do business. fields in regards to what you wish to • Merchant Email- Primary email change. Click “Add Destination Rate” address that notifications about to add addition countries. Click the your business (including sales blue “Save Changes” button to save and customer interaction) will your edits. be sent. Tax Settings • Business Name- The legal name To edit the current tax rate for your of your business. state, or if your business moves • Business Address- (optional) En- states, click the blue “%- State, ter the mailing address of your Country” (i.e. 6% — Michigan, USA). business. On the next screen, change the rate Payment Settings and/or location of your business. PayPal Standard- This is the default