Website Guide

Adding Products

There are two types of products currently in use on the site, simple products and variable products. A simple product is a product that only comes in one type, whereas the variable products are products that have selectable options, such as the Oatmeal Shampoo.

In order to add a product, select “Products” from the side menu, then select “Add New”. Most of the fields are labeled so enter the appropriate data into it’s respective spot. The product description is not labeled, but it’s the large text box right under the product name.

For wholesale case restrictions, you’ll need to set the “Wholesale Minimum Order Quantity” and “Wholesale Order Quantity Step” equal to the count of the case. If you would like to restrict the entire product to wholesale customers, in the first panel on the right sidebar, there is a “Restrict to Wholesale Roles” box, use this to select all the wholesale roles you would like to restrict the product to.

Product images are added via the last panels on the right hand sidebar. The “Product Image” is the main image to be displayed whenever the product is displayed. The “Product Gallery” is to add more images to the product. The first image in the product gallery is used to show the product image rollover when being displayed.

If you would like to hide the product entirely, you may set it’s “Status” from “Published” to “Draft”. This is located on the first panel of the right sidebar.

For variable products, there are some changes to some of the above processes. In order to create a variable product, make sure it’s set to “Variable Product” at the top of the Product Data panel under the product description.

Next, you’ll want to select the “Attributes” menu from the Product Data panel sidebar. From there, you’ll need to select what attributes the product has variance on (e.g. Size/Color). If the attribute you need is not available, you can create a new one from the “Products -> Attributes” page on the main website side menu. Once you’ve selected an attribute, click “Add” and then select all of the potential values into the “Value(s)” box. If the value you need is not available, you may add it by selecting “Add New”. From there, check the “Used for variations” checkbox and click “Save attributes”. Repeat this for all the potential types. After all the variation values have been added, select “Variations” from the Product Data panel sidebar, then select “Create variations from all attributes” and click Go. Click yes to the confirmation prompt.

Once the variations are complete, you’ll need to set the data for each individual item. Click on the variant to expand the item and enter the appropriate data. This should be similar to the simple product, except now all of the appropriate fields are located here.

Once the product data is all entered, select the blue “Publish” button from the first panel on the right sidebar. Your product is now live, you can click the “Permalink” up top to view your product on the website.


Orders are located under “Woocommerce -> Orders” in the main website side menu. When an order is received, an e-mail is sent to “”. This can be configured in the “New Order” email in the website email settings. All order data should be located in the Order itself, you can view it by selecting the order from the list of orders. Once your order has been shipped and you receive a tracking number, you’ll need to add it to the order. Select the order from the list by selecting “Add Tracking Number” from the “Shipment Tracking” panel on the right sidebar. Once the tracking number has been added, the order will be marked as completed and an order shipped e-mail will be sent to the customer.

Wholesale Customers

In order to add a wholesale customer to the website, add a user by selecting “Users -> Add New” from the main website side menu. Enter all of the customer information, then make sure to check the boxes for “Subscriber” and “Wholesale Customer” from the “User Roles”. For distributors, make sure to select “Wholesale Distributor” instead of “Wholesale Customer”.

If you would like to upgrade an existing account, you can select the accounts by selecting “Users -> All Users” from the main website side menu. From there, find the user in the list and then select “Edit”. From there, make sure to add the appropriate roles and click save.

The user may not to log out and back in to see their new pricing reflected.


Coupons can be added by selecting “Woocommerce -> Coupons” from the website side menu. There are three main types of coupons that can be added, Percent Off, Fixed Product discount or a Fixed Cart discount. Select the desired type and then enter the appropriate amount.

In order to limit coupons, select “Usage Restriction” from the Coupon Data panel sidebar.¬† There are various options to choose from here, most of self explanatory. If you would like to limit a coupon to a one time use for a specific user, add their e-mail address to the “Allowed e-mails” restriction. After that, select “Usage Limits” from the¬†Coupon Data panel sidebar and set the “Usage limit per user” to 1. If you combine this with a “Percent Off” discount of 100% and a product restriction, you can then use the code to provide a customer with a free item.


Before making any website changes, it’s always best to take a snapshot of the website so that it’s possible to restore to that point in the event something messes up. Currently, the hosting provider only generates weekly backups of the server, so it’s not best to rely solely on them. Conveniently, creating a snapshot is really easy to perform. Select “Duplicator” from the main website side menu, then select “Create New” up top. Scroll down to the bottom, click next through the prompt, then check the “Yes. Continue with the build process” button and hit “Build”. This will generate a snapshot of the website and place it into a folder on the server that exists outside of the website.