Your Online Shop on Biz Connection

Once the Shopping Cart on Biz Connection Platform is setup it is quite easy to use and maintain. However some effort and thought needs to go into the way you want your virtual shop to run. It is suggested that you start with pen and paper and jot down what product categories you want, suppliers names, styles if they are particular to a product, the products etc. A tip is to start working in reverse order, first set up you configuration, then move on to suppliers, Categories, Styles and finally Products.

Configuration

  • Go to Checkout > Configuration in the plugin.
  • Read carefully through the configurations and select the options that best suit what you want.
  • Remember to select default country and default currency.
  • There is an easy configuration menu for payment methods on the right side of your screen. Please ask for assistance
  • Be sure to configure the payment method(s) which you are going to use. Each payment method has its own configuration section.
  • Watch out for “Thumbnail Dimensions” if you have a product image remember to change the size.
  • Be sure to configure both shipping and tax calculation according to your needs. For shipping, you may need to add shipping methods in the Checkout > Shipping Methods section first.
  • Click on blue “Save Configuration” at the top of the page.

Create Categories

  • Go to Checkout > Shop Categories and click the “Add New” button.
  • Enter title such as “Category”.
  • Enter description such as “Category description”.
  • Click Save Category.

Create Products

  • Go to Checkout > Products and click the “Add New” button.
  • Enter product title such as “Fresh Milk” enter description below the title such “12litres of boxed fresh milk”.
  • Enter products relative details under the required fields.
  • Upload a picture of your product in the top right corner of your screen.
  • Click the Category you want the product you created to go under.
  • Click “Save Product“.

Create a Shop Page

  • Go to Pages > Add New in WordPress and enter title e.g. Shop.
  • Enter the shortcode into the content of the page
  • Click on the “Publish” button to publish the shop page.

Add a Shopping Cart Widget

  • If you want products to be added via Ajax, you can go to Checkout > Configuration and set “Add to cart Ajax” to Yes under the “Shopping Cart” configuration section.
  • Go to Appearance > Widgets in your WordPress dashboard.
  • Drag a “Checkout” widget to your sidebar.
  • Choose “Shopping Cart” for the display.
  • Click the blue “Save” button to save the widget.

 

Add Products to your Online Shop

Products

Online Shop - ProductsThe product are the mainstay of your shopfront or store. Products can be Tangible or Digital i.e. a physical product or a song, picture, PDF etc that a shopper can download after they have paid for it.

Products can be just about anything and varying in types, shapes styles etc. Each product can be uniquely define using the Variations options and can also have unique custom fields created for it that the user must will in before checking out.

You will need to work in reverse order so remember to do your configuration under Checkout > Configuration then set up your Product Categories, Product variations, Suppliers and Custom Fields before you start adding your products. It is also a good idea to have you images ready if you are going to use product images.

Product Variations

Online Shop - Product VariationsThe product variations are a way of giving your customers variations of options to choose from for your products. Each product can have multiple variations.

A variation could be size, quantity, color, shape, pattern, weight, etc. Any type of variation that you could possibly thing of. They are different options for your product. Each variation has variation options.

For example, you have a product called “Printed T-Shirt” which is available in different sizes Small, Medium, Large, X Large. In addition, you have the T-Shirt product available in different colors as well. You will add a product variation called “Shirt Size” and another variation called “Shirt Color”. Both can be either radio buttons or a select drop down menu.

Then you will create options under Checkout > Variation Options for your two product variations. For “Shirt Size”, you will create four options – one for each size – and give them prices if you wish. For “Shirt Color” you can create an option for each different color available and also add prices if you have to.

Manage Variations

When you go to Checkout > Product Variations you will be presented with the ‘Manage Variations’ screen which shows all of your current variations together with all the management features you need.

Online Shop - Manage Variations

1. Add New Variation

Clicking this button will take you to ‘Save a Variation’ where you can create a new product variation for your shop. New variations added will show up on this ‘Manage Variations’ screen after they are added.

2. Order Options & Bulk Actions

The Order Variations button redirects you to the Order/Sort Variations screen. The screen shot below shows yo what will be seen on that screen, all you need to do is move you cursor over one of the variaiton boxes, you’ll notice the cursor change. All you have to do is click on one of the boxes and drag it into the order you need

Online Shop - Order Product Variations

When the sorting is complete you will see the message Product variations have been ordered/sorted.

The, “Bulk Actions,” feature allows you to select multiple variation records from the table using the checkboxes and then apply a bulk action on the selected records. The only bulk action currently available is ‘Delete’ which will permanently remove the selected variation records in the table.

3. Search Variations

Quickly search the database for variations by typing a word or phrase and then clicking the ‘Search Variations’ button.

4. Variation Row Actions

When you hover a variation row, action links will appear below it which are applicable to the row that you are hovering over. The links include ‘Edit’ which allows you to edit the variation, ‘Delete’ which will remove the variation permanentl, ‘View’ which will show you detailed information of the variation and ‘Sort Options’ which redirects you to a page where you can drag and drop the order to display the variation options. The screenshot below shows the screen to sort variation options.

When the sorting is complete you will see the message Variation options have been ordered accordingly.

5. Per Page

This is a quick way of choosing how many variations/records to show per page. The drop down has several values in it to choose from. When the total number of variations in the database exceeds this per page number chosen, you will notice page numbers appearing above and below the table to the right.

Product Content

Checkout - Product Content

When you initially save a product, you type its description into the editor but you may want to add content/description sections to your product such as specifications, instructions, tutorials, features, etc. It is ideal for that!

In the ‘Product Content’ section, you can add product descriptions and manage your existing ones. Product content can be saved either through the ‘Product Content’ section or directly when you are on the ‘Save a Product’ screen, below the editor. They are the same thing.

Each product content or additional description will be displayed on the product page as a tab. So if you have multiple additional descriptions, a tab will be created for each one.

Start by adding product content and attach it to a product.

On the ‘Save a Product’ Screen

Checkout - Additional Descriptions

When saving a product, you will see a box named ‘Additional Descriptions’ below the editor where the product description goes.

You can add unlimited additional descriptions here by clicking the ‘Add Another Description’ button and you can remove individual additional descriptions by clicking the ‘remove’ link above it.

You may use raw HTML code inside the text area of the additional descriptions. The HTML code will be correctly displayed when the product is viewed on the shop front.

All additional descriptions saved through the ‘Save a Product’ screen will end up in your ‘Product content’ section which is the global management section for product content.

Result on the Product Page

Extended Info CheckoutHaving additional product descriptions on your product will split the info up into its relevant sections it was adding in and create new tabs for it. The tabs are automatically added to your product page for the specific product and looks like the this image.

The tabs are easy to use and a great way of displaying additional information that you don’t want included in your main product description.

Online Shop – Categories

Shop Categories

Online Shop - CategoriesYou can divide your shop into different categories. At least one category needs to be created before you can start creating products.

You may choose to create a simple list of categories such as pens, pencils, notepads etc where these are all main (parent categories). Later on you may wish to use sub-categories for example pens > Parker; pens > Bic etc.

A well thought out layout of you virtual shop will make the shopping experience more pleasurable for your customers and also help you keep control of your shop. It may be a good idea to use a piece of paper first to draw out  the categories you will need. Planning ahead will speed up time and you can then add all the categories in one go.

Manage Categories

Online Shop - Manage Categories

1. Add New Category

Clicking this button will take you to ‘Save a Category’ where you can create a new product category for your shop. New Categories added will show up on this ‘Manage Categories’ screen after they are added.

2. Bulk Actions

These bulk actions allow you to select multiple Category records from the table using the checkboxes and then apply a bulk action on the selected records. The bulk actions currently available are ‘Delete’ which will permanently remove the selected Category records in the table and ‘Set Parent..’ which will set a Category to as a parent. This is useful if you use sub-categories.

3. Per Page

This is a quick way of choosing how many Categories/records to show per page. The drop down has several values in it to choose from. When the total number of Categories in the database exceeds this per page number chosen, you will notice page numbers appearing above and below the table to the right.

4. Search Categories

Quickly search the database for Categories by typing a word or phrase and then clicking the ‘Search Categories’ button.

5. Category Row Actions

When you hover a Category row, action links will appear below it which are applicable to the row that you are hovering. The links include ‘Edit’ which allows you to edit the Category, ‘Delete’ which will remove the Category permanently and ‘View’ which will show you detailed information of the Category and ‘View on Front’ which will show you how the Category will be seen on the site by the user.

Save a Category

Online Shop - Save Category

1. Title

This title/name will be shown throughout the shop to both yourself as administrator and to the customers viewing the front of your shop. Choose this title carefully in order for it to be understandable by your customers viewing your products. Keep the title below 150 characters.

2. Category Image

This is set to “No” by default. You may choose to use an image with your category. In that case set this to “Yes”. The following Image Input box will appear, allowing you to browse and upload an image. The image size must be 250px x 250px (or larger).

3. Description

This is the description that the seen by both you as the administrator and the users of the front end. This is additional information information you may wish to tell your user about the category. Try to keep this to below 250 characters.

4. Keywords

Key words allow you to enter keywords that are associated with the product that a user may use when searching for an item. This is similar to tags in a post and you must separate keywords with commas.

5. Parent Category

Sets how you define the level of the Category. This is a drop down and allows you to define whether the type of category you are creating is a parent category or if it is a sub-category of another category. If you want to use sub-categories then remember to create all your parent categories first.

6. Page Template

This sets the style of the category when it is displayed on the front-end to the user. This is a drop down that lets you select one of the follow styles for the category that you are creating: Default Template, One column- no sidebar, Shop Categories, Shop Front, Shop Products, Shop Suppliers. You can create your own template of WordPress page which is saved.

7. Saving

When you are done filling in the Title, uploading and image (if you choose to), the Description, Keywords etc  and you are satisfied with the details you have entered, click the save button at the bottom of the screen. If you want to make changes or have made a mistake you can always come back later and make alterations

What’s next?

Once you have created your Shop Category, you may go to Checkout > Products and assign products to categories. This can be done when editing a product or with the bulk action ‘Set Parent…’ or selecting a category the Checkout > Products section.

View Category

Online Shop - View Categories

1. Change Category

Clicking this button will take you to ‘Save a Category’ where you can edit the product category for your shop. Changes to the Category will show up on the ‘View Category’ screen after they the title is edited. For other Changes you will need to use the ‘View Front’

2. Delete a Category

Clicking this option will delete a category. You will be asked to confirm the deletion. Associated Products are note deleted. Their categories is reset to none.

3. Bulk Actions

These bulk actions allow you to select multiple Category records from the table using the check boxes and then apply a bulk action on the selected records. The bulk actions currently available are ‘Delete’ which will permanently remove the selected Category records in the table, ‘Items in the Inventory…’ which will allow you to change the vale, ‘Set Supplier’ which allows you to change the supplier, ‘Add Style’ which will append a new style, ‘Set Style’ which will overwrite the existing styles, ‘Add Categories’ which will overwrite the existing Category a product is associated with, ‘Set Categories’ which will overwrite a products existing category with a new one, ‘Change Type to Digital/Tangible’ which will change the product type, ‘Price increas’ and ‘Price Decrease’ which will allow you to change the price and ‘Clear Retail/Suggested Price.

4. Per Page

This is a quick way of choosing how many Products/records to show per page. The drop down has several values. it to choose from. When the total number of Products associated with the selected Category, if the database exceeds this per page number chosen, you will notice page numbers appearing above and below the table to the right.

5. Fields

This is a summary of the Category’s details and shows The Title of the Category, how many products are associated with the product, The WordPress Page (Clicking it will take you to a view of the Category Page), The date the category was last modified and the date that it was created.

6. Product Row Actions

Products are the number of products belonging to a category page. When you hover a Product row, action links will appear below it which are applicable to the row that you are hovering. The links include ‘Edit’ which allows you to edit the Product, ‘Delete’ which will remove the Delete permanently and ‘View’ which will show you detailed information of the Product and ‘View on Front’ which will show you how the Product will be seen on the site by the user.