WCMp Setup Guide
WC Marketplace User Guide
Getting Started with WC Marketplace
- To download WC Marketplace from the WordPress.org plugin directory click here.
- Extract the downloaded dc-woocommerce-multi-vendor.zip file to the WordPress plugins folder yourhostname/wordpress/wp-content/plugin.
- Go to your WordPress Dashboard -> Plugins -> Add New. Click on Upload Plugin. Browse to the download file location, select the dc-woocommerce-multi-vendor.zip & install the plugin.
- To activate the plugin on your WooCommerce site go to WordPress Dashboard -> Plugins -> Click on Activate under WC Marketplace.
Note : Remember WC Marketplace is an extension for WooCommerce. You need to have WooCommerce installed & activated on your WordPress site before using WC Marketplace.
Setting up WC Marketplace
To start setting up WC Marketplace, navigate to WordPress Dashboard -> WooCommerce -> WCMp
- General Tab: Specify general settings to enable users to register as vendors on your site.
General Settings -> New Vendor Registration | Approve Vendors Manually | Add Vendor Notify Section | Enable University
1.1.1 New Vendor Registration: Check this box if you want to enable users to register as vendors. If you want to keep your site an invite only marketplace then leave this box unchecked.
1.1.2 Approve Vendors Manually: If you want to approve vendors manually (by the admin) then check this box (recommended). If you leave this box unchecked then all the users who register to be a vendor on your site will be approved automatically (not recommended).
1.1.3 Add Vendor Notify Section: Check this box to if you want to notify vendors to setup & configure their stores properly (Optional).
1.1.4 Enable University: Check this option to enable the ‘University’ module in the dashboard. This module can be used by the admin to publish posts only visible to vendors. It can be used for publishing anything including seller guidelines, tutorials, how-to guides, etc.
1.1.5 Click on the Save Changes button to apply the settings.
1.2 Policies – This section allows admin to control policy settings covering everything from refund, exchange to order cancellation details.
1.2.1 Enable Policies – Check this option to allow admin as well as vendors to set and publish return, cancellation, exchange, refund and shipping details.
1.2.2 Policies Details for Admin – Section is activated after checking ‘Enable Policies’. This is only accessible through the admin back end.
- Product Tab Title – You can insert the title for the ‘Policies’ tab in this field.
- Cancellation/Return/Exchange Policy Label – You can insert the title for the Cancellation/Return/Exchange Policy field.
- Cancellation/Return/Exchange Policy – Cancellation policies outline conditions under which a seller will return (or not return) money to a customer upon the customer cancelling the order.
Note: The return policies outlines the conditions under which a customer can send a purchase back to the seller for a refund. Exchange policies outline conditions under which a seller can allow a customer to exchange a purchase for a different size/fit/edition of the same product, in-store credit, etc.
- Refund Policy Label – You can insert the title for the ‘Refund Policy’ tab in this field.
- Refund Policy – This outlines conditions (such as incorrect delivery, damaged goods, etc) under which a customer can ask for a full or partial refund from the seller.
- Shipping Policy Label – You can insert the title for the ‘Shipping Policies’ tab in this field.
- Shipping Policy – The shipping policy outlines how and when the seller would ship and order to a customer. These details may include serviceable areas, pin codes, exceptions, etc.
1.2.3 Customer Support – A range of customer services to assist customers with their queries about products, policies, returns, exchange, order tracking, etc. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product.
- Enable Customer Support Details – Check this box to enable ‘Return Address & Customer Support Details’ fields.
- Return Address & Customer Support Details – Admin can add/allow vendors to add contact details which customers can use to get in touch with seller(s) or return a purchase.
1.2.4 University – Admin can now publish posts visible only to vendors. May be used to publish tutorials, how to guides, best practices etc. You can now access the University section by clicking on ‘University’ under the General settings tab
by navigating to WP Dashboard > WooCommerce > University
You can add a new post by clicking ‘Add New’
Authoring and publishing University posts work just like a regular WordPress post.
However, there are a couple of additional options here:
- Allow Comments – Check this option to allow vendors to leave comments on a university post.
- Allow trackback and pingbacks on this page – Allows comments to link back to external pages.
1.2.5 Announcements – Using the announcements module, admin can broadcast messages visible only to vendors on their front end dashboard. Click ‘Add New’ to create an announcement post.
Again, the announcement module operates exactly like the usual WP post with some difference.
- Additional Fields – You can insert a custom/external URL here.
- Excerpt – You can insert a custom summary of your post here.
1.2.6 WCMp Commissions – This section lists out all vendor commission against sales sorted per item ordered and also lists the status of the commission earned by the vendor (paid/unpaid).
Clicking on any of the items in the menu will allow you to edit the status and other details.
1.2.7 Vendor Review and Rating – Admin can now allow customers to leave vendors reviews and ratings. However, once you have installed WooCommerce and WCMp, you’ll need to enable a few options to allow this to happen. You can read about how to do that here.
- Check the Enable Review (for vendor) – Check this option if you wish to allow all registered customers to write and post reviews for vendors.
- Check the Enable Review (by verified customers) – Check this option if you want to allow only customers who have purchased from the vendor to rate them.
- Products Tab: Configure the Add Product page for vendors. You can customize the page as you desire to allow your vendors to sell a specific type of product on your site.
Product Settings -> Left Side Panel | Product Types | Type Options | Miscellaneous
2.1 Left Side Panel: Check this box if you want to show the inventory option to be displayed within the left side panel on the Add Product page. If you do not want your vendors to enter the inventory details of the product then leave this box unchecked.
2.2 Product Types: Check this box if you want to show the different types of products to be specified by the vendor to be displayed within the left side panel on the Add Product page. If you want to limit vendors to sell specific product types then leave the relevant box unchecked.
2.3 Type Options : Check this box if you want to show the product type options to be displayed within the left side panel on the Add Product page. It is recommended to check both these options to allow the vendors to specify the type of product they want to offer in their shop.
2.4 Miscellaneous: Check this box if you want to show the miscellaneous options to be displayed within the left side panel on the Add Product page. You can choose to customize the miscellaneous options as you desire, just leave the relevant box checked/unchecked. You can also add custom CSS for the product page in the stylesheet box.
Note: For details about adding different WooCommerce products please check this link
2.5 Click on the Save Changes button to apply the settings.
- Frontend Tab: Configure the vendor details to be revealed to your site visitors/users.
Frontend Settings -> Reveal Vendor Name – 1 | Reveal Vendor Name – 2 | Replace “Sold by” | Replace “Vendor” | Show “Report abuse” link | Replace “Report Abuse” | Settings for vendor’s Related Products’ | Notice text in the “Vendor Shop Page” if vendor is blocked | Vendor Name Label Color | Vendor Name Label Color (on hover)
3.1 Reveal Vendor Name-1: Check this box to display the text “Sold by [vendor_name]” on the product catalogue pages, i.e., the “Shop” page.
3.2 Reveal Vendor Name-2: Check this box to display the text “Sold by [vendor_name]” on the “Cart” page, “Checkout” page & in the emails to the customer.
3.3 Replace “Sold by”: Enter the text you want to replace the default “Sold by [vendor_page]” text with.
3.4 Replace “Vendor”: Change the text of the default slug “/vendor/” by changing the permalink in the WordPress Dashboard -> Settings -> Permalinks.
3.5 Show “Report abuse” link: Enable/disable the “Report abuse” link under the product thumbnails in single product page.
3.6 Replace “Report Abuse”: Enter the text you want to replace the default “Replace abuse” text with.
3.7 Settings for vendor’s ‘Related Products’: Choose relevant option to show the related products from entire store/vendor’s store when viewing a single product detail. If you do not want to show related products then select “Disable” option.
3.8 Notice text in the “Vendor Shop Page” if vendor is blocked: If a vendor has been blocked by the admin then the specified text will be visible to the site users/viewers when they try to access the vendor’s “Shop” page.
3.9 Vendor Name Label Color: Select the vendor label color for “Sold by [vendor_name]” that is displayed on the product catalogue page.
3.10 Vendor Name Label Color (on hover): Select the vendor label color on hover for “Sold by [vendor_name]” that is displayed on the product catalog page.
3.11 Click on the Save Changes button to apply the settings.
- Payment Tab: Configure the payments for your e-store. Manage the payment modes, configure commission types & commission disbursal mode.
Payment Settings -> Revenue Sharing Mode | What to Pay | How/When to pay
4.1 Revenue Sharing Mode: Select the revenue sharing mode for your e-store.
- Admin fees: What you, the site admin, charge.
- Vendor Commissions: What you, the site admin, pay the vendor
Note: For more details on the two revenue sharing modes please refer to this link.
4.2 What to Pay: Configure the payment calculations for your e-store.
4.2.1 Commission Type: Choose your preferred commission type.
- Fixed Amount: Fixed amount per unit, Percentage of transaction/sale value.
- Percentage: Percentage of transaction/sale value.
- %age + Fixed (per transaction): Percentage of the transaction/sale value + a fixed amount per transaction.
- %age + Fixed (per unit): Percentage of the transaction/sale value + a fixed amount per unit.
4.2.2 Commission Value: Specify the default commission (in percentage or fixed) paid to vendors if product and vendor specific commission is not set.
4.2.3 Share Coupon Discount: Check this box to calculate vendor’s commission AFTER the discount. If left unchecked, the site owner will bear the cost of the coupon.
Note: Example of sharing coupon discount: A product that costs $100, with the vendor commission set at 70% and a coupon that gives a discount of 20%. In the case you choose NOT to share the cost of the coupon, the vendor will get $70, and you will get $10, as the $20 discount will be deducted from your share. In case you share the cost of the coupon, the corresponding calculation will be as follows: Net revenue after deducting the discount – $80. The vendor will get 70% of $80, that is $56 and you get the rest $14.
4.2.4 Tax: Check this box to transfer the tax collected (per product) to the vendor.
4.2.5 Shipping: Check this box to transfer shipping charges collected (per product) to the vendor.
4.2.6 Minimum Threshold: Specify the threshold amount required to disburse accumulated commission.
4.3 How/When to pay
4.3.1 Disbursal Mode: Choose to disburse accumulated commissions automatically, or allow vendors to request withdrawals manually.
- Automatic Disbursal: Activate MassPay & set the frequency at which you prefer to disburse the payable commission amount.
- Withdrawal by request: Enable this mode to create a new page in the vendor’s dashboard where vendors can select from a list of unpaid commissions (of completed orders) and request a withdrawal.
Note: For withdrawal by request mode, the vendor can choose among PayPalPayPal, Stripe (available through a paid-on) or bank transfer. For PayPalPayPal or Stripe, the payment is released automatically. In case of “bank transfer”, all details are mailed to the site admin, and the site admin has to manually transfer the payment. There is NO automatic payment for “bank transfer”. For more details on the two disbursal modes please refer to the Disbursal Mode section here.
4.3.2 Withdrawal Charges (For Withdrawal by request mode only): Enter the amount you want to charge per withdrawal (after the quota of free withdrawals is over).
4.3.3 Number of Free Withdrawals (For Withdrawal by request mode only): Specify the number of free withdrawal requests by vendors.
4.3.4 Activate MassPay: Enable/disable MassPay for automatic disbursal of accumulated commissions. It is recommended to enable this if you are using PayPal & wish to integrate PayPal functionality in your e-store.
4.3.5 Set Schedule: Choose the frequency (Weekly | Daily | Monthly | Fortnightly | Hourly) at which you prefer to disburse the payable commission amount.
4.3.6 API Username: Specify your PayPal API username.
4.3.7 API Password: Specify your PayPal API password.
4.3.8 API Signature: Specify your PayPal API signature.
4.3.9 Enable Test Mode: Enable/disable PayPal sandbox mode for testing payments.
4.4 Click on the Save Changes button to apply the settings.
- Capabilities Tab: Configure the capabilities for vendors. Manage general sets of permissions for vendors.
Note: The permissions specified here are global settings, and you may override these settings for an individual vendor from the vendor’s profile page.
Capabilities Settings -> Uploading Product Data | Order Export Data | Order Details in Vendor Dashboard | Order Email Settings for Vendor | Miscellaneous.
5.1 Uploading Product Data: Permissions for submitting & publishing products by vendors on your e-shop.
5.1.1 Submit Products: Check this box to allow vendors to submit products for approval/review/publishing on your e-shop.
5.1.2 Publish Products: Enable/disable to allow vendors to directly publish products for selling on your e-shop. It is recommended to leave this box unchecked so the site admin can review the products before publishing them.
5.2 Order Export Data/Report Export Data: Manage order export data for vendors.
5.2.1 Allow vendors to export orders: Check this box to enable vendors to export order data to a .CSV file. Additionally, admin can also allow vendors to export the following order details as a .CSV file.
- Customer’s Name
- Customer’s Email and Phone Number
- Billing Address
- Shipping Address
5.3 Order Email Settings for Vendor: Manage the details you want to show in the “New Order Email” to vendors.
5.4.1 Name, Phone no. & Email: Check this box if you want to show the name, phone number & email in the “New Order Email” to vendors.
5.4.2 Billing Address: Check this box if you want to show billing address in the “New Order Email” to vendors.
5.4.3 Shipping Address: Check this box if you want to show the shipping address in the “New Order Email” to vendors.
5.4.4 Order Calculations: Check this box if you want to show the order calculations in the “New Order Email” to vendors.
5.5 Miscellaneous: Manage the miscellaneous capability settings for vendors.
5.5.1 Upload Media Files: Check this box if you want to allow vendors to upload media files for products.
5.5.2 Submit Coupons: Check this box if you want to allow vendors to create coupons on your e-store.
5.5.3 Publish Coupons: Check this box if you want to allow vendors to directly publish coupons on your e-store without admin approval. It is recommended to keep this box unchecked so the site admin can review the coupons before publishing them.
Note: You can also set local (vendor level) exceptions for submitting and publishing coupons; for an in depth guide about the process, please refer to this article here.
5.5.4 View Comments: Check this box to show the order notes for products to vendors.
5.5.5 Submit Comments: Check this box to allow vendors to add order notes for products.
5.5.6 Enable store URL: Admin can now allow Vendors to add external store URL, with label.
5.6 Messages (Message to buyer): Checking this option allows vendors to share messages with the customer on the ‘Thank You’ page.
5.7 Customer Support Settings (Vendor Shop Support): Checking this option will allow vendors to add vendor shop specific customer support details. If left blank by the vendor, the site wide customer support details would be on display
5.8 Policies Settings – Admin can allow/block vendors from editing/modifying tab titles and policy content.
- Can vendor edit policy tab title – Checking this option allows vendors to edit the policy tab label.
- Can Vendor Edit Cancellation/Return/Exchange Policy – Checking this option allows vendors to edit the Cancellation/Return/Exchange Policy.
- Can Vendor Edit Refund Policy – Checking this option allows vendors to edit the refund policy.
- Can Vendor Edit Shipping Policy – Checking this option allows vendors to edit the shipping policy.
- To-do List Tab: The ‘To-Do List’ will display all pending vendor signup and product submission approvals for the admin. Admin can approve or dismiss submissions from this module.
You can edit the vendor details, approve a vendor for your e-store, reject a vendor request & dismiss the request to be removed from the to-do list.
To-do List Settings -> Pending Vendor Approval | Pending Products Approval
6.1 Pending Vendor Approval: Edit/Approve/Reject/Dismiss a pending vendor request by clicking the relevant button.
6.2 Pending Products Approval: Edit/Dismiss a pending product request to publish it & enable/disable it for selling.
Note: If you dismiss a pending vendor request, it will only clear the request from your to-do list and not reject the vendor request but then you have to manually change the role (for user in case of vendor approval) to a vendor to approve him/her. Also, if you dismiss a pending product request, you have to manually change the status/publish the product to approve it by editing it.
6.3 Click on the Save Changes button to apply the settings.
7. Pages Tab: Configure & manage the pages of your e-store.
Pages Settings -> Vendor Dashboard | Shop Settings | View Vendor Orders | Vendor Order Detail Page | Withdrawal Request Status Page | Transaction Details
7.1 Vendor Dashboard: Select the preferred page for vendor dashboard.
7.2 Shop Settings: Select the preferred page for shop settings.
7.3 View Vendor Orders: Select the preferred page for viewing vendor orders.
7.4 Vendor Order Detail Page: Select the preferred page for vendor order details.
7.5 Withdrawal Request Status Page: Select the preferred page for vendor’s commission withdrawal request status.
7.6 Transaction Details: Select the preferred page for vendor transactions details.
7.7 Vendor Policies: Select the preferred page for Vendor Policies details.
7.8 Vendor Billing: Select the preferred page for Vendor Billing details.
7.9 Vendor Report: Select the preferred page for Vendor Report details.
7.10 Vendor Withdrawals: Select the preferred page for Vendor Withdrawals details.
7.11 Vendor University: Select the preferred page for Vendor University details.
7.12 Vendor Announcements: Select the preferred page for Vendor Announcements details.
7.13 Vendor Shipping: Select the preferred page for Vendor Shipping details.
Managing commissions in WC Marketplace :
For managing the commissions in WC Marketplace navigate to WordPress Dashboard -> WooCommerce -> Commissions
The Commissions section provides an overview of all the commissions of your e-store. You can check the details of each commission by either editing/viewing the page just like a WordPress post.
Managing reports in WC Marketplace :
For managing the commissions in WC Marketplace navigate to WordPress Dashboard -> WooCommerce -> Reports -> WCMp Tab
The Reports section for WCMp provides an overview of sales of your e-store. The reports can be viewed as an overall overview of all sales of the e-store, overview of sales by a specific vendor & overview of sales based on a specific product. These reports can be generated as per Year, Previous Month, Current Month, Last 7 days/a week, and within a range of custom period.
All the reports can be exported to a .CSV file for future reference & comparisons.
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