Vendor’s Registration

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One of the key ingredients to run a successful marketplace is to have vendors. And how to get these vendors on your site. Easy, by allowing them to register. With the help of WCMp registering on your site is no longer a problem. As an admin, you can either let vendors register on your site manually or automatically. This brief video would explain what to expect.

If you need more instructions, then continue reading.

So let us break apart these steps to learn of them individually.

Sign- Up- How to allow vendors to sign- up as a vendor

 In order to let vendors register on your page, you have to first let them sign up. Read the following instructions to let a willing vendor sign-up on your site.

  1. Go to the WordPress dashboard and navigate to Setting menu, from there go to the General tab
  2. Once the general page loads go to the membership option
  3. Tick on the Anyone can register option
  4. Select vendor as the new user default role

Also check that the WooCommerce’s “Allow customers to create an account on the “My account” page” option is activated.


Register Vendors Manually

In order to add vendors on your site manually, there are two kinds of methods that you can use. 

Use WCMp Vendors to add vendors 

One of the ways you add vendors to your site by yourself is by using our WCMp vendors feature. With just these two steps your site will have a new vendor to show his wares. 

  • Go to Admin dashboard and then select WCMp menu option
  • Navigate to Vendors submenu under WCMp menu
  • On the vendor’s page select ADD Vendors  

Use WordPress to add vendors

In case you are new to WCMp and are more comfortable going the old school way, you can use WordPress to add new vendors. Simply follow these instructions:

  • Go to WordPress dashboard and select Users menu from there select All Users submenu
  • On the All Users page, select Add New and fill in details
  • Once all the vendor details like username, password are filled select Add New user to assign a new role to vendor

                                        Or

  • Go to  WordPress dashboard and select Users menu from there select All Users submenu
  • Tick on the box near an already existing user
  • Go to change the role and select  Vendor from the dropdown option and then select Change.

Register Vendors Automatically

Vendors can register on your site automatically by filling in you very own customizable vendor’s registration form. Let’s see how this works. 

  • WCMp creates a Vendor Registration page (with [vendor_registration] shortcode in its content) automatically upon activation.
  • The page then displays your Vendor Registration Form. This form is easily customizable.
  • Let your vendors fill in the details and there you have it!

Reference 2: Allow Vendors to register themselves

Approval- Manual Vs Automatic

Now that a vendor has successfully registered on your site would need to be approved you can approve vendors manually or automatically. If you had seen the video above you may have some idea about the difference, in case you have skipped or missed it worry not we will explain the processes in detail. 

Manually Approve Vendors 

In case you want to be sure the vendors that register on your site are genuine, you can screen the vendor details and then approve them. Before we get started there are a few settings you must do, those are:

  1. Go to Admin Dashboard>WCMp>Settings
  2. On the settings page go to general tab>general section
  3. Tick on the Approve Vendor Manually option

Once you follow the steps above any vendor that registers on your site will have to wait till you manually approve of them. WCMp offers you ways in which this can be possible:

Approve vendors from the To-Do list menu

  • Go to Admin Dashboard>WCMp>To-Do list
  • Once the To-do page is open your you will see the name of the vendor waiting for your approval
  • There are few actions that can be taken by you
    1. Edit: Edit vendor details
    2. Activate: Activate and approve of the Vendor
    3. Reject: Reject the vendor
    4. Dismiss: empty your todo list and push it for later

Approve vendors with the help of WCMp vendors

  •  Go to Admin Dashboard>WCMp>Vendors
  •  Select the eye icon
  • Vendor details are available
  • Once you read through them you can choose to approve or reject them

Alternatively,

  • Go to Admin Dashboard and then navigate to WCMp menu from there choose Vendors submenu
  • Hover over the vendor name
  • Select edit
  • On the vendor application page view vendor detail
  • Select Approve or Reject
  • Optionally you can also add a message

Automatically approve vendor 

In case the approve vendors manually option is unticked the vendor can directly register on your site as an official seller as soon as he fills the vendor registration form.

Reference 3: Allow Vendors to register themselves

Customize the Vendor Registration Form

One of the key features that WCMp is proud to introduce is our customizable vendor’s registration form. Admin can fully customize his vendor registration form by adding his own fields. 

Advantages

  • Exciting to create 
  • Ask only what you want to know
  • Be more secure 
  • Create a good first impression

Watch this video for some clearer insight

In case you skipped this video you can follow these steps to create your very own customizable vendor form

    • Go to Admin Dashboard and then navigate to WCMp menu from there select Setting submenu
    • Once the setting page loads, go to the Vendors Tab from there select the Vendor Registration Section
    • Add and remove fields of your choice
    • And there you have it, your personalized vendor registration form.

Note: Any personal information filled by the vendor on the vendor registration form will appear in the WCMp vendors if you select edit vendor. 

Field descriptions

Form Fields is the generic fields option you would like added to your form. 

Textbox: A simple text input to enter any kind of information.

  1. In the Label field, you can add any Caption of your choice for example captions like Store Name or Password etc
  2. The Placeholder will reflect the content given in the space until data is provided by the vendor. You can leave this blank.
  3. To make this field mandatory, check the Required checkbox.
  4. To change the styling of the field, enter a CSS class in the Custom CSS Classes and use it in your CSS file.
  5. Save the changes.

Email: Capture the email information through this field.

  1. In the Label field, you can add any Caption of your choice for example captions like Store Name or Password etc
  2. The Placeholder will reflect the content given in the space until data is provided by the vendor. You can leave this blank.
  3. To make this field mandatory, check the Required checkbox.
  4. To change the styling of the field, enter a CSS class in the Custom CSS Classes and use it in your CSS file.
  5. Save the changes.

URL: Ask your vendors to provide a web-link using this field

  1. In the Label field, you can add any Caption of your choice for example captions like Store Name or Password
  2. The Placeholder will reflect the content given in the space until data is provided by the vendor. You can leave this blank.
  3. To make this field mandatory, check the Required checkbox.
  4. To change the styling of the field, enter your CSS class in the Custom CSS Classes and use it in your CSS file.
  5. Save the changes.

Textarea: A bigger area for inputting text like a description.

  1. In the Label field, you can add any Caption of your choice for example captions like Store Name or Password
  2. The Placeholder will reflect the content given in the space until data is provided by the vendor. You can leave this blank.
  3. You can limit the number of text by Character Limit.
  4. To make this field mandatory, check the Required checkbox.
  5. To change the styling of the field, enter your CSS class in the Custom CSS Classes and use it in your CSS file.

List: This list option provides four types of listing.

  1. In the Label field, you can add any Caption of your choice for example captions like Store Proof Certificates or Store Speciality etc
  2. Once you have added a label like Store Proof Certificate you will have to choose a list type  from the drop-down list 
  3. List type options are: Dropdown, Radio, Check-boxes and multi-select
    1. Dropdown: The list of options will appear in a drop-down list form 
    2. Radio: Allows the vendor to select only one of the options from the list created by you
    3. Checkboxes: A checkbox appears beside the options given by you. Vendors can tick multiple boxes from the list 
    4. Multi-Select: Vendor can select multiple options (only if it appears one after the other) by simply dragging his mouse over the selected option
  4. Once you have selected the type of list you want the potential vendor to see you will have to re-label the options 
  5. For labelling the options, enter the preferred name in the Label and put the Value (this value is for the database entity). And choose the name by Selected which will be reflected on the frontend at first.
  6. In case you want to add more options select Add New option available right above the option list. 
  7. To make this field mandatory, check the Required checkbox.
  8. To change the styling of the field, enter your CSS class in the Custom CSS Classes and use it in your CSS file.
  9. If you want to delete any of the options, then click on the cross sign available at the beginning of the label.
  10. Save the changes.

Checkbox: A simple checkbox to be able to select something on/off.

  1. In the Label field, you can add any Caption of your choice for example captions like Store Name or Password
  2. Default Value helps to enable the checked and unchecked option by default.
  3. To make this field mandatory, check the Required checkbox.
  4. To change the styling of the field, enter your CSS class in the Custom CSS Classes and use it in your CSS file.
  5. Save the changes.

Recaptcha: To activate the Recaptcha option, follow the steps given below:

  1. Click on the ReCaptcha field option.
  2. Name the Label.
  3. Click on the Use Google ReCaptcha.
  4. Then you will be redirected to the Google ReCaptcha page
  5. Click on the Get ReCaptcha as shown in the above screenshot.
  6. You will find a “Register New site” option. Enter the preferred Label name and enter the Domain.
  7. Click the Register.
  8. Then enter the data site key provided by the ReCaptcha client site integration on the Recaptcha Script.
  9. To make this field mandatory, check the Required checkbox.
  10. Save the changes.

Attachment: Provide the option of uploading the required documents by the vendor.

  1. In the Label field, you can add any Caption of your choice for example captions like Store Name or Password
  2. File Size limit helps you to limit the size of the attachment.
  3. Select all the file types or few of them based on your preference.
  4. To make this field mandatory, check the Required checkbox.
  5. To change the styling of the field, enter your CSS class in the Custom CSS Classes and use it in your CSS file.
  6. Save the changes.
  7. Save the changes.

Section:  Helps to divide the registration form into sections. Based on your requirement you can divide your registration form into multiple sections along with separate names.

  1. In the Label field, you can add any Caption of your choice for example captions like Store Name or Password
  2. To change the styling of the field, enter your CSS class in the Custom CSS Classes and use it in your CSS file.

Vendor Store Fields :  This field brings you options that allow your vendor to fill in his store details. This comes with an added advantage as after the vendor is done filling in details it would no longer have to configure them again thus saving time and energy. You would also be able to view these details when you go to the Vendor Application section. You will find this section if you go to WCMp and then select vendors. There you can select the vendor’s name and then select edit. Once the Vendors page opens, go to the last section this will allow you to see the details of the form. You can also approve or reject the vendor’s application here. Now let’s proceed and learn about the fields you will find under the vendor store field.

Store Description: Let your vendors add their store description on the registration form itself. Doing this, they will have pre-filled values for “Shop Description” under their “Storefront Settings”.

  1. Enter your desired caption in the Label field but remember, no matter what your caption is, this field will only pre-fill “Shop Description” under “Store Settings”.
  2. The Placeholder will reflect the content given in the space until data is provided by the vendor. You can leave this blank.
  3. You can limit the number of text by Character Limit.
  4. To make this field mandatory, check the Required checkbox.
  5. To change the styling of the field, enter your CSS class in the Custom CSS Classes and use it in your CSS file.

Address 1: Let your vendors add their first line of the address on the registration form itself. Doing this, they will have pre-filled values for the “Address” field under their “Storefront Settings”.

  1. Enter your desired caption in the Label field but remember, no matter what your caption is, this field will only pre-fill “Address Line 1” under “Store Settings”.
  2. The Placeholder will reflect the content given in the space until data is provided by the vendor. You can leave this blank.
  3. To make this field mandatory, check the Required checkbox.
  4. To change the styling of the field, enter your CSS class in the Custom CSS Classes and use it in your CSS file.

Address 2: Let your vendors add their second line of the address on the registration form itself. Doing this, they will have pre-filled values for the “Address” field under their “Storefront Settings”.

  1. Enter your desired caption in the Label field but remember, no matter what your caption is, this field will only pre-fill “Address Line 2” under “Store Settings”.
  2. The Placeholder will reflect the content given in the space until data is provided by the vendor. You can leave this blank.
  3. To make this field mandatory, check the Required checkbox.
  4. To change the styling of the field, enter your CSS class in the Custom CSS Classes and use it in your CSS file.

Phone: Let your vendors add their phone number on the registration form itself. Doing this, they will have pre-filled values for the “Phone” field under their “Storefront Settings”.

  1. Enter your desired caption in the Label field but remember, no matter what your caption is, this field will only pre-fill “Phone” under “Store Settings”.
  2. The Placeholder will reflect the content given in the space until data is provided by the vendor. You can leave this blank.
  3. To make this field mandatory, check the Required checkbox.
  4. To change the styling of the field, enter your CSS class in the Custom CSS Classes and use it in your CSS file.

Country: Let your vendors add their country on the registration form itself. Doing this, they will have pre-filled values for the “Country” field under their “Storefront Settings”.

  1. Enter your desired caption in the Label field but remember, no matter what your caption is, this field will only pre-fill “Country” under “Address” in the “Store Settings” section.
  2. The Placeholder will reflect the content given in the space until data is provided by the vendor. You can leave this blank.
  3. To make this field mandatory, check the Required checkbox.
  4. To change the styling of the field, enter your CSS class in the Custom CSS Classes and use it in your CSS file.

State: Let your vendors add their state on the registration form itself. Doing this, they will have pre-filled values for the “State” field under their “Storefront Settings”.

  1. Enter your desired caption in the Label field but remember, no matter what your caption is, this field will only pre-fill “State” under “Address” in the “Store Settings” section.
  2. The Placeholder will reflect the content given in the space until data is provided by the vendor. You can leave this blank.
  3. To make this field mandatory, check the Required checkbox.
  4. To change the styling of the field, enter your CSS class in the Custom CSS Classes and use it in your CSS file.

City: Let your vendors add their city on the registration form itself. Doing this, they will have pre-filled values for the “City” field under their “Storefront Settings”.

  1. Enter your desired caption in the Label field but remember, no matter what your caption is, this field will only pre-fill “Country” under “Address” in the “Store Settings” section.
  2. The Placeholder will reflect the content given in the space until data is provided by the vendor. You can leave this blank.
  3. To make this field mandatory, check the Required checkbox.
  4. To change the styling of the field, enter your CSS class in the Custom CSS Classes and use it in your CSS file.

PostCode: Let your vendors add their zip code on the registration form itself. Doing this, they will have pre-filled values for the “ZIP Code” field under their “Storefront Settings”.

  1. Enter your desired caption in the Label field but remember, no matter what your caption is, this field will only pre-fill “ZIP Code” under “Address” in the “Store Settings” section.
  2. The Placeholder will reflect the content given in the space until data is provided by the vendor. You can leave this blank.
  3. To make this field mandatory, check the Required checkbox.
  4. To change the styling of the field, enter your CSS class in the Custom CSS Classes and use it in your CSS file.

Paypal Email: Let your vendors add their PayPal email on the registration form itself. Doing this, they will have pre-filled values for the “Paypal Email” field under their “Billing” Settings which will be visible if the vendor chooses PayPal as a mode of payment.

  1. Enter your desired caption in the Label field but remember, no matter what your caption is, this field will only pre-fill “Paypal Email” under the “Billing” settings section.
  2. The Placeholder will reflect the content given in the space until data is provided by the vendor. You can leave this blank.
  3. To make this field mandatory, check the Required checkbox.
  4. To change the styling of the field, enter your CSS class in the Custom CSS Classes and use it in your CSS file.

If you want to change the place of the fields you have created, just drag it to the preferred place and drop it. With this, we complete our lessons on creating a customizable vendors registration form. So then what are you waiting for? Go get started now and keep adding new vendors to your site!!!

P.S. Have more ideas to share or facing a hard to explain issue? Our quick support will definitely help you in the right direction… that’s a word you can trust.

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Last updated on September 18, 2020
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