WCMp Setup Guide

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Brief Illustration

WCMp is a one-stop solution for all your marketplace needs. Unlock an exhaustive list of features ranging from a user-friendly interface to commission management to customizing registration forms for your vendors and much much more!

System Requirements

PHP 5.6 or later
MySQL 5.5 or later
WordPress 4.9.0 or later
WooCommerce 3.3 or later

WC Marketplace Configuration ( Advanced ) – WCMp Settings

The new WCMp 3.0 has done away with numerous settings and hence it’s easier to set up, takes lesser time and it’s still flexible. If you’ve skipped the Admin Setup Wizard, follow the procedures mentioned below and you’ll have a proper functioning marketplace in no time.
From the Admin Dashboard go to WCMp and then Settings.

General Tab

This tab lists the very first settings that are required for a marketplace. The sections covered under the General Tab are the general section, policy settings section and the customer support settings section.

General Section
  1. Approve Vendors Manually: Check the box to enable manually approving vendors to sell on your site, which is a recommended setting in order to prevent spammers (read more). However, leaving it unchecked will automatically approve the vendor to sell on your site (read more).
  2. Disallow Vendors wp-admin Access: This checkbox is disabled by default and is only available to users who’ve installed our best selling WCMp Frontend Manager. On checking, this prevents vendors from accessing the backend, thereby vendors can upload products from their dashboard itself.
  3. Enable “Sold by”: This adds a Sold By {vendor name} text on shop, cart and checkout page, beneath the product.
  4. Single Product Multiple Vendors: Checking this box lets a product have multiple vendors. Read more about this feature.
  5. Disable Advance Marketplace Product Listing : This feature is enabled by default. On checking this checkbox, vendor’s will be unable to view the already existing product categories while adding a new product from the vendor dashboard. Read more about this feature. 
  6. Enable Vendor Review: Buyers can rate and review vendor: Marking this as checked will let your customers leave your vendor a rating and a review.
  7. Enable Vendor Review: Only buyers, purchased from the vendor can rate: True to its description, only buyers who’ve purchased from the vendor can leave a rating and revies.
  8. Enable Policies: Checking this enables the policy tab that shows up under the single product page. Also, this setting also needs to be looked into incase you are using any policy related filters.
  9. Enable Vendor Shipping: On enabling this, vendor will see a option called “Shipping” in their dashboard page. 
  10. Enable Customer Support: If enabled, Customer Support details will be added on the “Thank You” page and on an order email and this setting also needs to be looked into incase you are using any customer support filters.
  11. Related Product Settings: Select an option from the dropdown. This change is reflected on the Single Product Page.
    • Related Products from Entire Store: Shows products related to the current product from all the available products.
    • Related Products from Vendor’s Store: Shows products related to the current product from all the available products of the vendor.
    • Disable: Disables Related Product Features Completely.

Policies Section
  1. Shipping Policy Content: Add a site-wide shipping policy in this textarea which will be visible on the single product page but ensure Enable Policies is checked.
  2. Refund Policy Content: Add a site-wide refund policy in this textarea which will be visible on the single product page but ensure Enable Policies is checked.
  3. Cancellation / Return / Exchange Policy Content: Add a site-wide Cancellation / Return / Exchange Policy policy in this textarea which will be visible on the single product page but ensure Enable Policies is checked.

Tools Section
  1. WCMP vendor transients : Normally, all your widget data are refreshed daily and you’ll notice a change every day. However, instant changes might not be noticeable due to caching. The widgets that might face caching are: Key Performance Indicators, Visitors Map, Customer Reviews and Customer Questions ( these are widgets on the vendor dashboard ). If you face caching, click on “Clear Transients” and you’ll get an instant refreshed data.
  2. Reset visitors stats table : Reset visitors stats table clears all the table data of WCMP visitors stats.
  3. Force WCMp order migrate : From WCMp version 3.4, we have added Split Order module. So, now we are using a new order table for the order. Now, we have a cron that will migrate all the old data into this new table. It might happen that you have many old orders. hence it might take some time for the complete migration. For this, we have also included this settings to run the migration cron. This will make the order migration process faster.
Customer Support Section

This section needs no introduction. As the name suggests the datas added here, appear as details for customer assistance.
The fields to be entered here are as follows:

  1. Email: Add Customer assistance email in this field.
  2. Phone Number: Add Customer assistance phone number in this field.
  3. Address Line 1: Add Customer assistance address (line 1) in this field.
  4. Address Line 2: Add Customer assistance address (line 2) in this field.
  5. State: Add Customer assistance state in this field.
  6. City: Add Customer assistance city in this field.
  7. Country: Add Customer assistance country in this field.
  8. Zip Code: Add Customer assistance zip code in this field.

Vendor Tab

This tab lists down all the settings that are required for the vendors to have a seamless work through your site. The sections covered under the Vendor Tab are the customization of vendor registration page, setting various endpoints for different vendor pages and lastly vendor frontend settings.

Vendor Registration Section

This section lets you customize the vendor registration form. The default fields provided for the vendor registration form are the email and password. Fields you add here, reflect just below the default fields.

FAQ: Can I replace email and password fields with any other fields of my choice?
Answer: With proper code, yes you can. But it is never recommended, not for any websites given any circumstances. The very basic elements required to generate a user are their email and password. A username can be easily generated via an email and a password is required for the user’s login. Hence, even if you can, do not try it out would be our suggestion!

The Form Fields section adds generic fields to your registration form, just simply click on the field button and you shall be able to further customize it on the right as it gets added. You can definitely add these fields more than once until your requirement is fulfilled.
The Vendor Store Fields section has an added advantage for the vendors. Once a vendor, fills out the fields in the registration form itself, (s)he doesn’t require to fill out the fields in his store settings. Read more about customizing vendor registration form and about the fields.

Removed Feature from 3.1.0: All the fields that vendor has entered can be viewed in Vendor Application under Users. Know More.

Added Feature from 3.1.0: Vendor Application is now available under the Vendor submenu in WCMp Settings (feature introduced from v3.1.0). Read more on this.

Vendor Pages Section

This section is divided into two sub-sections, namely WCMp Pages and WCMp Vendor Dashboard Endpoints.
WCMp Pages has settings to let you choose pages that will show up in the place of Vendor Dashboard and Vendor Registration. These two pages contain two different shortcodes.
Vendor Registration Page contains [vendor_registration] shortcode while Vendor Dashboard contains [wcmp_vendor] shortcode. These pages are automatically created upon plugin activation. You may tweak the page name but make sure you’ve selected the page with the particular shortcode from the respective drop-down list.

  1. Vendor Dashboard: From the entire list of pages, select the one, containing [wcmp_vendor] shortcode. By default, “Vendor Dashboard” page is already selected.
  2. Vendor Registration: From the entire list of pages, select the one, containing [vendor_registration] shortcode. By default, “Vendor Registration” page is already selected.

WCMp Vendor Dashboard Endpoints contains all the other vendor pages endpoints. Read more on WCMp Vendor Dashboard Endpoints.

Vendor Frontend Section

  1. Site Logo: Upload your site logo in this section. The logo uploaded here, will be displayed on the vendor dashboard and will be used for navigation to the site’s homepage. If you prefer not to upload an image, the site title will be displayed here.
  2. Google Map API key: Generate your google map API key from https://developers.google.com/maps/documentation/javascript/get-api-key and insert it in this field. Once you add your API key here, vendors will be able to set their Store Location from their Storefront settings.
  3. Dashboard Color Scheme: Changes the color scheme of the Vendor Dashboard.
  4. Vendor Shop Template: WCMp currently provides three vendor shop templates. Lock any one of the template and that gets set for all your vendors’ shop description.
  5. Custom CSS: In this section, you may add your CSS styles and worry not! No matter how many lines of CSS you write, this is update-safe!.

Payment Tab

This tab deals with vendors’ and admin’s earning. The sections covered under the Payment Tab are the configuration of payment settings, PayPal Masspay and lastly PayPal Payout. Know more about the payment fields and how to configure your payment settings from this detailed article on WCMp Vendor Payments.

Capabilities Tab

What a vendor can/ what (s)he cannot is decided by the admin from this tab. This tab only contains the Products Section.

Products Section
Products Capability
  1. Submit Products: On checking this, you are providing the vendor with the permission to add and submit a product that will await your approval, before being published.
  2. Publish Products: Marking this as checked, will allow your vendors to directly upload and publish the product without waiting for your confirmation.
  3. Edit Published Products: Enabling this ensures your vendors can edit the products once it has already been published.
  4. Submit Coupons: On checking this, you are providing the vendor with the permission to add and submit a coupon that will await your approval, before being published and applied on products.
  5. Publish Coupons: Marking this as checked, will allow your vendors to directly upload and publish the coupon without waiting for your confirmation.
  6. Edit Published Coupons: Enabling this ensures your vendors can edit the coupons once it has already been published.
  7. Upload Media Files: Marking this as checked, will allow your vendors to upload images, gifs and other media files, leaving it unchecked will revoke the permission.
Product Types
  1. Simple: Enabling this ensures your vendors can upload simple products from both frontend and backend.
  2. Variable: On checking this, your vendors can upload variable products from the backend while if you have our Advanced Frontend Manager installed, vendors can upload variable products from the frontend as well.
  3. Grouped: On marking this as checked, your vendors can upload grouped products from the backend while if you have our Advanced Frontend Manager installed, vendors can upload grouped products from the frontend as well.
  4. External / Affiliate: On enabling, your vendors can upload external products from the backend while if you have our Advanced Frontend Manager installed, vendors can upload external products from the frontend as well.
Type Options
  1. Virtual: This decides whether the vendor can add virtual products or not. Checking this sets the permission for the same.
  2. Downloadable: This decides whether the vendor can add downloadable products or not. Enabling this sets the permission for the same.

WC Marketplace Configuration ( Advanced ) – WCMp Vendor Commissions

A separate section has been dedicated to setting up Vendor Payments and Commisions. Read More about it.

WC Marketplace Configuration ( Advanced ) – WCMp Announcements

Announcements, as the name suggests, are important notices that you can add for your vendors so that a situation is brought to their notice.
For example, due to some reason, your site might be in a maintenance mode for a while and you need to inform all your vendors about the same. What you need to do is simply navigate to Announcements under WCMp and click on Add New.

  1. Add a title to your announcement in the title section.
  2. The body of the Announcement goes into the content section.
  3. You may or may not add a Read More link in the “Enter Url” section.
  4. Lastly click on Publish.


The announcement you just added now appears on the Vendor Dashboard which can be accessed by the Vendor from the Announcement Link.

WC Marketplace Configuration ( Advanced ) – WCMp Vendor Knowledgebase

This section has been created so that you can educate your vendors regarding anything you think is appropriate for them to know. Share tutorials, guides or external links – anything you wish for.
Add a Knowledgebase article by simply following these steps:

  1. Navigate to Knowledgebase under WCMp and click on Add New
  2. Add a title to your knowledgebase in the title section.
  3. The body of the knowledgebase goes into the content section.
  4. Lastly click on Publish.

WC Marketplace Configuration ( Advanced ) – WCMp Reports

Overview

This section gives an overall view of total sales, daily sales, orders placed, admin’s earnings and vendors commission in a given period. Hovering on each element highlights the corresponding section on the graph.

Vendor

This section gives a comparison between a vendor’s earned commission and your earnings.

Product

This section shows your earnings against each product.

WC Marketplace Configuration ( Advanced ) – WCMp To-Do List

This paged enlists all the tasks that need be completed by the admin. The tasks that show up here are:

  • Pending Vendor Approval: If you’ve chosen to manually approve vendors, vendors after registration will await your approval to sell on your site here.
  • Pending Coupons Approval: If you haven’t allowed your vendors to publish coupons, all the coupons added will await your approval before they are published.
  • Pending Products Approval: If you haven’t allowed your vendors to publish products, all the products added will await your approval before they are published.
  • Pending Bank Transfer: If a vendor has selected Bank Transfer as the Payment mode, any due transfers will show up here.

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 February 22, 2020
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