How to Add and Manage Products on School Basix

Adding and Managing Products

Adding a Product

Before adding your first product, let’s get familiar with how product categories, tags and attributes work.

Adding a Simple product is similar to writing a blog post in WordPress.

  1. Go toProducts > Add Product. You then have a familiar interface and should immediately feel at home.Enter a product Title and Description.
    Go to the Product Data panel, and select downloadable (digital) or virtual (service) if applicable.
  2. Enter a product Title and Description.
  3. Go to the Product Data panel, and select downloadable (digital) or virtual (service) if applicable.

Note: Downloadable/Virtual products don’t require shipping — an order with virtual products won’t calculate shipping costs.

Product Data

The Product Data meta box is where the majority of important data is added for your products.

Product data is added in this panel

General section

  • Tax Status – Whether the item is taxable or not
  • Tax class – Class of Tax
  • Price
    • Regular Price – Item’s normal/regular price.
    • Sale Price – Item’s discounted price that can then be scheduled for certain date ranges. The sale expires at 11:59pm of the specified end date.

Inventory section

The inventory section allows you to manage stock for the product individually and define whether to allow back orders and more. It enables you to sell products and allow customers to add them to the cart to buy.

Enable Stock Management must be selected in Products Inventory Settings; otherwise, only the ‘Stock status’ option is visible in the Product Data Inventory box.

Options when stock management at product level is disabled. You are responsible for updating the Stock Status.

Options when stock management at product level is enabled.

  • Enter the Stock Quantity, and WooCommerce auto-manages inventory and auto-updatesStock Status as Stock, Out of Stock or On Backorder.
  • Select whether to Allow Backorders.
  • Low stock threshold – Enter a number upon which you are notified.
  • Tick the Sold Individually box to limit the product to one per order.

Shipping section

  • Weight – the Weight of the item.
  • Dimensions – Length, width and height for the item.
  • Shipping Class – Shipping classes are used by certain shipping methods to group similar products.

Shipping section

Using up-sells and cross-sells, you can cross promote your products. They can be added by searching for a particular product and selecting the product from the dropdown list:

After adding, they are listed in the input field:

Up-sells are displayed on the product details page. These are products that you may wish to encourage users to upgrade, based on the product they are currently viewing. For example, if the user is viewing the coffee product listing page, you may want to display tea kettles on that same page as an up-sell.

Cross-sells are products that are displayed with the cart and related to the user’s cart contents. As an example, if the user adds a Nintendo DS to their cart, you may want to suggest they purchase a spare stylus when they arrive at the cart page.

Grouping – Used to make a product part of a grouped product.

Attributes section

On the Attributes tab, you can assign details to a product. You will see a select box containing global attribute sets you created (e.g., platform).

Once you have chosen an attribute from the select box, click add and apply the terms attached to that attribute (e.g., Nintendo DS) to the product. You can hide the attribute on the frontend by leaving the Visible checkbox unticked.

Custom attributes can also be applied by choosing Custom product attribute from the select box. These are added at the product level and won’t be available in layered navigation or other products.

Advanced section

  • Purchase note – Enter an optional note to send the customer after they purchase the product.
  • Menu order – Custom ordering position for this item.
  • Enable Reviews – Enable/Disable customer reviews for this item.

Product short description

Add an excerpt. This typically appears next to product imagery on the listing page, and the long description appears in the Product Description tab.

Taxonomies

On the right-hand side of the Add New Product panel, there are product categories in which you can place your product, similar to a standard WordPress post. You can also assign product tags in the same way.

Product Images

  • Add a main product image and a gallery of images.
  • Setting catalog visibility options and feature status.
  • In the Publish panel, you can set Catalog Visibility for your product.

  • Shop and search – Visible everywhere, shop pages, category pages and search results.
  • Shop only – Visible in shop pages and category pages, but not search results.
  • Search only – Visible in search results, but not in the shop page or category pages.
  • – Only visible Hidden the single product page – not on any other pages

You can also set whether the product is promoted in product categories, up-sells, related products as a Featured Product. For example, you could tick the Featured box on all bundles you sell.

Other ways to set as Featured are described in the below section: Mark a product as Featured.

Adding a grouped product

A grouped product is created in much the same way as a Simple product. The only difference is you select Grouped from the Product Type dropdown.

To create your parent product select ‘Grouped’ from the Product Type dropdown.

Create the Grouped product

  1. Go to:Products > Add New.
  2. Enter a Title for the Grouped product, e.g., Back to School set
  3. Scroll down to Product Data and select Grouped from the dropdown. The price and several other fields disappear. This is normal because a Grouped Product is a collection of ‘child products’, which is where you add this information.
  4. Publish.

The Grouped product is still an empty group. To this Grouped product, you need to:

  • Create products and add them
  • Add existing child products

Having the choice to first create Simple products and add them to a Grouped product later; or first create a Grouped product and add Simple products later gives you flexibility to add Simple products to more than one Grouped product.

Add products to the Group

  1. Go to Products > Add New.
  2. Select the Grouped product you wish to add products to.
  3. Scroll down to Product Data and Linked Products.
  4. Select Grouped Products, and search for the product by typing
  5. Click the products you wish to add.
  6. Update
  7. You can drag and drop to reorder the Grouped Products. Once you press Update, the new order will be shown on the product page.

Adding a virtual product

When adding a Simple product, you can tick the Virtual checkbox box in the product type panel.

With Variable products this checkbox is moved to each variation.

Enabling this, disables all shipping related fields such as shipping dimensions. A virtual product will also not trigger the shipping calculator in cart and checkout.

Adding a downloadable product

When adding a simple product, you can tick the Downloadable checkbox box in the product type panel. This adds two new fields:

  • File path — Path or url to your downloadable file.
  • Download limit – Limit on number of times the customer can download file. Left blank for unlimited downloads.

For maximum flexibility, downloadable products also incur a shipping cost (if, for example, you were offering both packaged and a downloadable version of a product, this would be ideal). You can also check the Virtual box if the downloadable product is not shippable.

Adding an external/affiliate product

Select ‘External/Affiliate’ from the product type dropdown. This removes unnecessary tabs, such as tax and inventory, and inserts a new product URL field. This is the destination where users can purchase the product. Rather than Add to Cart buttons, they see a Read More button directing them to this URL.

Adding a variable product

Variable products are arguably the most complex of product types. They let you define variations of a single product where each variation may have a different SKU, price or stock level.

Duplicating a product

To save time, it’s possible to use a product and duplicate it to create similar products with variations and other qualities.

Go to Products and look through the list for a product you wish to replicate, then click Duplicate.

Deleting a product

To delete a product:

  1. Go to: Products.
  2. Find the product you wish to delete.
  3. Hover in the area under the Product name and click Trash

Mark a product as Featured

To mark a product as featured, go to: Products > Products and select the Star in the featured column. Alternatively, select Quick Edit and then the Featured option.

Setting A Featured Product

Filter or sort products

Filtering products

Use the Filter function to get a product count, view products by type, or see which products are On Backorder or Out of Stock.

  1. Go to: Products.
  2. Select a Category, Product Type and/or Stock Status, or any combination of the three.
  3. Click Filter.

Sorting products

Sorting is different than Filtering, in that you can drag and drop products to re-order them.

Product ID

A WooCommerce Product ID is sometimes needed when using shortcodes, widgets, and links.

To find the ID, go to Products and hover over the product you need the ID for. The product ID number is displayed.

Allow backorders

Select whether to allow Backorders from the dropdown, if you are managing stock on a product. Use Advanced Notifications (separate purchase) to help notify someone other than the shop admin if backorders are placed.

To allow backorders, the Stock status must be set to In Stock even though the Stock Quantity is 0 or less.

Most payment gateways charge immediately. If you want to wait to charge customers for an item when it’s back in stock, use Woocommerce Waitlist (separate purchase) to email all users, notifying them that the item is back in stock with a link to purchase.