María, a shop owner based in the Canary Islands has been running her online store for a few years. In order to ease the burden around tax calculations for her online store, she would like to set the Canary Island General Indirect Tax (IGIC) directly in her WooCommerce tax rates. This will allow taxes to be calculated correctly during checkout.

Traditionally, using just the core WooCommerce plugin, María would only be able to configure tax rates for Spain as a whole since the state code isn’t available during checkout.

Requirements

For this use-case, the following extensions are needed:

• Shipping Locations Pro – Used for adding the states/locations (and the state codes) for all of Spain, including its constituent islands.

Configuration

To configure the special tax rate for the Canary Islands in Spain, follow these steps:

1. Log in to your WordPress admin area;
2. Ensure that Shipping Locations Pro is installed & active
3. Navigate to WooCommerce > Settings > Shipping Locations
   
4. From the country dropdown field, select Spain
5. On the right-hand side, locate Las Palmas and Santa Cruz de Tenerife
6. Make a note of the Region code – GC and TF
7. Navigate to the WooCommerce tax rate settings at WooCommerce > Settings > Taxes > Standard Rates
8. Add a new line, using ES for the country code and GC as the state code with a tax rate of 7%
9. Repeat step #8 but use TF as the state code
10. Select Save changes

Result

When configured correctly, the results are illustrated below:

The post Use Case: Configuring Tax for Spain’s Canary Islands first appeared on CODIBU.

WooCommerce allows shop owners to automatically geolocate customers and display tax rates and shipping methods specific to a customer’s location. In order to determine the correct location for a customer, as of version 3.9+, WooCommerce uses an integration with MaxMind Geolocation.

MaxMind Geolocation Integration setup:

• Go to: WooCommerce  > Settings > General
• Head to the General options section.
• In the “Default customer address” dropdown, choose “Geolocate” or “Geolocate (with page caching support)”

After geolocation is enabled, you need to create a MaxMind account and finish configuring the MaxMind Geolocation in the integrations tab in the WooCommerce settings.

Create an account on MaxMind

• Create an MaxMind Geolocation account
• On the registration page, complete the form with your information. If you’re not sure what to choose as “Industry” and “Intended use” fields you can fill as “eCommerce” and “Price localization” respectively.
• After submitting you’ll get an email with a link to set your password shortly. Click on that link and choose a password.

Next, fill in the form to generate a license key.

• Add a description (just as the name of your store)
• Choose “No” next to “Will this key be used for GeoIP Update?”
• Select “Confirm”.

You will be presented with a new key. Copy this key straight away as it will be shown only once.

Add MaxMind Geolocation License Key to WooCommerce settings

Finally, you need to add this key to your WooCommerce settings.

• Go to: WooCommerce > Settings > Integration > MaxMind Geolocation
• Paste the license key
• Select “Save changes”

Now your WooCommerce store is ready to geolocate customers with the MaxMind Geolocation Integration.

Updating the database

The system is set to automatically update every 15 days, using the built-in WordPress function WP Cron to trigger `woocommerce_geoip_updater`.

If the mmdb file on your server doesn’t seem to be updated correctly after this time, you can install the following plugin that will help you troubleshoot scheduled events in WordPress: WP Crontrol.

Once the plugin is installed and active, you can go to Tools > Cron Events, check the next scheduled time for this event, and optionally run it manually.

The post MaxMind Geolocation Integration first appeared on CODIBU.

A few things to keep in mind:

• Etsy does not export the prices or quantities of variants. If you have variants, their prices will match after importing, and the quantities will be set to 0. You can follow this guide on how to set up Product Variations once you have imported all your products.
• Digital products imported from Etsy will be listed as physical products. That is not a big problem though – WooCommerce is build to handle digital products as easily as it handles physical products. To list these items as digital products,  on setting up digital products and this more in-depth look at digital file handling.
• Manually created .csv files won’t import correctly. To successfully import products from Etsy you must follow the steps below using a .csv file exported from Etsy.

Step 1: Export your Etsy products

1/ Visit Etsy.com and log into your account to get started.

2/ Click Shop Manager in the top-right corner.

3/ Once you in the Shop Manager dashboard, select Settings and then Options in the menu on the left of the screen.

3/ Click the Download Data tab and then click Download CSV.

Step 2: Import your products to a new WooCommerce store

1 / If you are setting up a new store, follow this guide on how to go about 

2 / If you have followed the onboarding wizard during installing WooCommerce, on the last screen you will get an option to create a new product or import products.

3/ Click the Import products button.

4/ Select Choose File and then upload the CSV file you downloaded from Etsy in Step 1.

5/ Continue.

The Column Mapping screen will display, and WooCommerce automatically attempts to match or “map” the Column Name from your CSV to Fields.

6/ Use dropdown menus on the right side to adjust fields or indicate ‘Do not import.’

*Any unrecognized columns will not be imported by default.

6/ Select Run the Importer.

7/ Wait until the Importer is finished. Do not refresh or touch the browser while in progress.

Step 3: Importing products to an existing WooCommerce store

If you have an existing WooCommerce store and would like to import your products from Etsy to it – you can follow our guide here which walks you through the process of importing products to an existing WooCommerce store.

The post Importing products from Etsy first appeared on CODIBU.

To view them, go to: WooCommerce > Reports.

Orders

Orders allow you to view gross and net sales volume and totals, as well as top sellers, top freebies, top earners, and product downloads. Sub-sections are shown below.

Sales by date

The Orders tab starts with Sales by date. This gives you an idea of the current performance via a sales graph and a few way ways to drill down into data. By year, last month, this month, last 7 days, and a custom date range.

The sales graph itself shows the number of gross sales plotted on a light blue line, the net sales plotted in dark blue, the shipping amount plotted in green, refunds plotted in red, and coupon values redeemed in orange. Hovering over a point will give you the exact figure.

Sales by product

The sales per product section shows sales per day in a given range, similarly to the overview section:

You can select any product from your store to view sales data, and again drill down into by year, last month, this month, last 7 days, and custom.

Sales by category

You can also view sales numbers by category.

• In the Categories widget, select the categories you want to review. (Or select “All”)
• Then, select “Show”

You will now see the categories you’ve selected and their sales report.

Coupons by date

Similar to the previous sections, coupons by date shows discounts in total and number of coupons used, plus provides the ability to filter by coupon, view the most popular coupons, and coupons giving the most discounts.

Customer downloads

Downloads have unique IDs, enabling them to be tracked and logged, and making it possible to view when it was downloaded, which products and the file name, on what order (clickable link), and where the customer is located via IP address.

It’s also possible to filter downloads by hovering over Product, Order or IP address.

Customers

The Customers tab allows you to view reports for Customers vs. Guests and Customer List with options to further sort by year, last month, this month, last 7 days, and custom.

• In Customers vs. Guests, customers are paying users who register on your website.
• Customer List only shows registered users.

Stock

Stock lists your low in stock, out of stock items, and most stocked products.

Taxes

The reports for Taxes allows you to view Taxes by code (state) and Taxes by date. by year, last month, this month and custom dates you enter.

Export CSV

All reports besides the stock one have the option to export to CSV.

• Select Export CSV
• Save or view the file

The Export CSV feature is hidden from browsers without support for the Download property.

Frequently Asked Questions

How do I reset the report?

Everything is reset if you delete prior sales orders and then go to the order Trash and permanently delete them. Because all sales graphs and sales logs are dynamically generated, you then need to clear your browser cache.

Is there a ___ column for this report?

The only columns and categories available are those shown. If you require a different or additional one, then it would be customization requiring custom code or a plugin to add that feature/functionality.

The post WooCommerce Reports first appeared on CODIBU.

To customize the displayed widgets, or adjust the number of widget columns, click “Screen Options” at the top right of the screen. The options that are displayed here depend on what plugins you have installed, what page you’re on, and even what hosting company you’re using. For example, the two single-site default widgets appear like this:

WooCommerce Status

The WooCommerce Status widget gives you a quick overview of your store. It starts with the number of sales for the current month, then it will list your top-selling product. Finally, you have a grid of your order and stock statuses.

It will alert you if you have a processing order or order on-hold. This goes the same for a product that is running low on stock or one that is completely out of stock.

WooCommerce Recent Reviews

The WooCommerce Recent Reviews widget shows your store’s most recent reviews.

Each widget entry will display the following things:

• Reviewer’s Gravatar, if they have one. If not, it’ll show the default profile pic.
• Product link
• Name of reviewer
• Short snippet of review
• Five-star rating

Multi-Site Orders

From WooCommerce 3.4+, there is now a widget that appears under Dashboard that shows order information from across all sites in your network. You can click on an order to be taken to the details of the order on that site.

The post Dashboard Widgets first appeared on CODIBU.

WooCommerce Analytics is a new reporting and data analysis tool to help you manage your WooCommerce Store. The suite introduces nine new reports along with advanced filtering and segmenting tools, the ability to download all data to CSV, and a customizable dashboard to monitor all the important key metrics of your site.

Since there is a great deal of functionality in Analytics, the sections in the Table of Contents in the right sidebar will be discussed.

Analytics Basics

Most of the new reports in the WooCommerce Analytics section have a set of common tools. This document will introduce you to those features, and how they can be utilized to customize and dive deeper into the various new analytics reports.

Navigate to Analytics > Revenue to get started.

Definition of Terms

The table below describes how different metrics within WooCommerce Analytics are calculated.

Refunds

Refunds are reported on differently in WooCommerce Analytics than in the legacy WooCommerce Reports.

In WooCommerce Analytics:

• Refunds appear as a negative number on the date that the return occurred (not the date the order was placed).
• Refunds include discounts from coupons.
• Refunded shipping charges and refunded taxes are not included in the Refunds summary number or columns. They appear as negative values in the shipping and taxes summary numbers and columns respectively.

Date Range Picker

The Date Range picker allows you to specify which dates you want to include in the report being viewed. When you first open the Date Range Picker, a variety of popular presets allow you to quickly choose some common date ranges:

• Today
• Yesterday
• Week to Date
• Last Week
• Month to Date
• Last Month
• Quarter to Date
• Last Year

You can also select which date range to compare against, either the same range from the “Prior Year” or the “Prior Period.”

If the presets don’t match your desired date range, click the “Custom” tab at the top of the picker to have more granular control over the date range:

On the custom picker, you can either manually enter the start and end date using the provided input fields, or use the calendar to make your selection.

After either choosing a preset, or a custom date range, click the Update button to modify the data in the report. Note by doing this, the date range selected is added to the address of the report URL – which allows you to bookmark, or share a report URL with a specific date range to other Store admins. This date selection is persisted on the report view until you navigate away from the report.

Advanced Filters

Depending on the report you are viewing, there might also be other Quick Filters and/or Advanced Filters that allow you to further customize the data set being viewed.

If filter options are available, they will be shown next to the Date Range picker, or below it on narrow/mobile viewports. Much like the date range selection, filters are also persisted to the URL which allows you to save a quick link to a specific filtered version of a report. Available filters for each report are covered more in-depth in each report’s documentation.

Summary Numbers / Chart

At the top of the reports, the Chart and Summary numbers offer quick access to key data, trends of that data, and visualizations for changes over time in the period selected, and the period being compared against.

Summary Numbers

The “Summary Number” tab gives you a quick view of the total figure for that metric over the period selected, the total number for the period being compared, and the percentage trend between those two figures. By clicking on a Summary Number, that particular metric is then displayed in the chart.

For example, this is what the “Orders Summary Number” looks like:

Chart

The charts on report pages offer quite a few options to customize the visualization of data. The “Data Legend” (labeled “a” in the above screenshot) allows you to toggle the visibility of the different data set periods. The “Interval Selector” (labeled “b”) allows you to adjust the interval displayed in the chart. The options available here are dependent upon the length of the date range selected:

And lastly, you can adjust the “Type of Chart” being displayed (labeled “c”) between a bar or line chart.

Table

The table which displays the detailed data on Analytics reports also has a number of features that allow you to customize how the data is displayed, and even an option to download a CSV copy of the data used in the report for further analysis.

Table Column Sorting

Many columns in reports will allow you to click on the column header to sort the tabular data by that value and to either sort by that value in ascending or descending order. Simply click the column header to sort by that value, and click it again to change between ascending and descending sort.

Toggle Column Visibility

If a report contains a data column that you don’t need to be displayed, you can adjust the visibility of it by using the visibility menu on the right side of the table header. Click the column name in the menu to change the visibility of the column. Your visibility selections are persisted to your user preferences for each report, so on subsequent visits to that report, the columns you have previously toggled off will not be displayed.

Download (to CSV)

If you would like to download a copy of the data contained in the report table, you can do so by clicking the Download button in the table header. If the amount of data shown in the report is limited to one page ( e.g. there are no pagination options shown in the table footer ), the CSV file will download immediately.

If your selected date range results in a data set that spans more then one page in the table, your CSV download will be processed as a background job by WooCommerce. Once the data is ready to be downloaded, an email will be sent to the address that is attached to your WordPress account with a link to download the file.

Table Pagination

When the data displayed in the table is larger than the default single page size of 25, some pagination options will appear in the table footer area. Directional buttons–labeled < and >–enable you to move backward and forward between pages, and a text field will allow you to jump to a specific page number. Furthermore, you can change the number of rows to display per page.

Table Search Box

On some reports, a search box is displayed in the table header area as well. For details on what the search box does on a given report, please refer to the associated documentation for that report.

Analytics Dashboard

The new dashboard in WooCommerce has been designed to allow you to keep track of the statistics and data that matter most to your site. Each section of the dashboard can be fully customized to meet the needs of your store, and also act as launching points to dive deeper into other Analytics Reports.

The dashboard is comprised of three sections:

• Performance Indicators,
• Charts, and
• Leaderboards.

The data presented in these sections are controlled by the Date Picker which appears at the top of the page. This lets you quickly look at data for a number of preset date-ranges like week, month, quarter, and year to date, or to select a specific date range to view.

Navigate to WooCommerce > Dashboard to get started.

Customize Dashboard Sections

These sections can be re-ordered, re-named, or even toggled off if you don’t want to view a particular section(s).

Toggle Stats

To customize dashboard sections, click the kebab menu in the top right corner of the section. The first item that appears in this menu is the ability to toggle the display of the various stats that are shown in the section.

Rename, Move or Remove a Dashboard Section

Below that you will find options for renaming the section, moving it up or down, or removing it entirely from the dashboard.

Add a Dashboard Section

If you removed a dashboard section, or you have an extension installed that adds in an option for a new section, a plus icon will appear at the bottom of your dashboard. Clicking that plus will allow you to insert previously removed sections, or add in new ones.

Performance Section

By default, the Performance Indicators section is what appears at the top of your dashboard below the Date Picker. Each performance indicator will display a label informing you of the statistic that is being presented, the value of that statistic for the date range selected, a percentage change over the prior period along with a trend arrow of up/down/same, and the value for the previous period that is being compared.

Beyond giving you a quick glimpse into the statistic, Performance Indicators also act as a quick shortcut to dive deeper into the data behind the stat. For example, clicking on the Total Sales indicator will open up the Revenue Report for the date range that has been selected on the Dashboard. From there you can view associated charts and tabular data for deeper analysis.

Using the customization menu in the top right corner of the section, you can toggle the display of the following default performance indicators:

Charts Section

The next section displayed by default is Charts. The customization menu again allows you to toggle the display of charts that are most useful for your Store. The following charts are available to display in this section:

Chart Interval Options

The charts section has a setting that allows you to set the time interval to display in the charts. The options displayed in the interval drop down are determined by how long of a date range you currently have selected in the Date Picker.

Chart Type Option

The last way you can customize the appearance of the charts is the ability to toggle between Line and Bar charts. Your selection chosen here will be saved to your user options and used on subsequent visits to the WooCommerce Dashboard.

Leaderboards Section

The final section on the Dashboard allows you to view four different “Leaderboards” for your store’s statistics. Like the other two sections, you can also toggle the visibility of the leaderboards via the customization menu. By default you have the following four Leaderboards to choose from:

• Top Customers, Total Spend
• Top Coupons, Number of Orders
• Top Categories, Items Sold
• Top Products, Items Sold

Analytics Settings

WooCommerce Admin is pre-configured with default settings for WooCommerce Analytics.

Navigate to Analytics > Settings to change these default settings.

These settings are broken down into sections:

• Excluded Statuses
• Actionable Statuses – See Activity Panels for details
• Default Date Range
• Import Historical Data
• Reset Defaults

Excluded Statuses

In this section, statuses that are unchecked are included in analytics reports. Checked statuses are excluded. If your store uses custom order statuses, those statuses are included in the reports by default. They will be listed in this section under Custom Statuses and can be excluded via the status checkbox.

Actionable Statuses

See Activity Panels for details.

Default Date Range

WooCommerce Admin is pre-configured with a default date range of Month to Date. This is the date range that will be used when loading the WooCommerce Dashboard or Analytics page from any non-WooCommerce Admin page. Any reports that support a date range will have a Date Range Picker to allow changing the date range for the report.

Importing Historical Data

When you install WooCommerce 4.0 (or the WooCommerce Admin plugin) the new Analytics functionality needs to process the historical data in order to populate new Report pages. This is not done automatically – extremely large or high volume stores might want to schedule a maintenance window in which to import their historical data.

Stores with existing Orders will be prompted to import their data:

Starting the Import

To start a historical data import, use the prompt above or go to Analytics > Settings, and scroll down to Import Historical Data.

Stores that only want to see report data from a certain date onward can choose a date period, otherwise “all” data will be imported.

Extremely large or high volume stores might choose to import data in smaller increments – perhaps each year or quarter separately. The “skip previously imported customers and orders” control allows for overlapping date ranges to be imported without unnecessary data processing.

The Customer and Order counts will be updated in real-time to reflect changes made to the import settings. Press “start” when you’re ready for the import to begin.

Monitoring Progress

Once you’ve started an import, progress will be periodically updated on the Analytics > Settings screen.

Navigating away from this page will not affect the import, and you can return to it at any time to monitor progress.

Once the import is complete, the status will reflect it:

You’ll be given the option to run another import or to delete previously imported data. Please note that deletion is for all analytics data.

How the Import Works

Initial Data Import

The historical data import uses Action Scheduler to queue jobs that process the existing data on your store, building tables of aggregate data to be used in Reports.

Before version 3.0.0, Action Scheduler used custom post types to manage queue data. To avoid problems queuing large numbers of items, the import jobs are queued and processed in batches to reduce the likelihood of execution time limits on servers/hosts with limited resources.

Subsequent Data Updates

All Customers and Orders that get created after WooCommerce 4.0 (or the WooCommerce Admin plugin) is installed are automatically queued for processing. Only historical data requires manual intervention to process.

Action Scheduler at Scale

For extremely large or high volume stores, we recommend following the Action Scheduler documentation for Background Processing at Scale.

If you’re using WooCommerce 3.9 or earlier, the bundled version of Action Scheduler uses a custom post type to manage queues. This can cause performance issues for high volume stores. We recommend installing the Action Scheduler plugin at version 3.0.0 or later. Action Scheduler 3.0.0+ uses custom database tables for queue handling and is significantly faster than previous versions.

Reset Defaults

The “Reset Defaults” button resets the settings to default values for all of the settings above the button. It has no effect on the data imported via Import Historical Data.

Categories Report

The Categories Report provides insight into the product categories of your store.

By default, the Categories report is sorted by the number of Items Sold by category descending.

Report Totals

The total of the rows in the report may not equal the totals at the bottom of the report for two reasons:

• Products can be assigned more than one category. The sales amounts for a product is included in the totals of all assigned categories.
• The sales amounts for children/descendant categories are both shown in the report for that category and included in the totals of the parent category(ies).

Categories Filters

When the Category report loads it includes all categories for the selected date range. The Category filter dropdown has two filter options:

For either filter, begin typing the name of the category. While you are typing the name of the category the filter will lookup category names that contain the string you have entered.

Single Category

This filter loads the report Categories report listing the products sold within that category.

Comparison

This filter loads the report for two or more categories that you have selected.

A second way you can compare categories is using the checkboxes in the table and the Compare button at the top of the table.

Search

At the top of the report table is the search box. This allows you to filter the report by one or more categories.

Report Sorting

The report table allows sorting by all columns:

• Category
• Items Sold
• Net Sales
• Products (# of unique products sold)
• Orders (# of orders containing a product in that category)

Report Links

Two of the Categories report columns contain clickable entries:

• Category
• Products

Both links open the Single Category report listing the products sold within that category.

Three of the Single Category report columns contain clickable entries:

• Product link opens the Products report for that product
• Orders link opens the Orders report for that product
• Category link opens the Single Category report for that category

Coupons Report

WooCommerce 4.0 (and the WooCommerce Admin plugin) includes a new Analytics top-level menu. The Coupons report is under the Analytics menu.

If you have a store with existing Orders, you should Import your Historical Data

Coupon Filters

When the Coupon report loads it includes all coupons for the selected date range. The Coupon filter dropdown has two filter options:

For either filter, begin typing the name of the coupon. While you are typing the name of the coupon the filter will lookup coupon names that contain the string you have entered.

Single Coupon

This filter loads the report for the coupon you have selected.

Comparison

This filter loads the report for two or more coupons that you have selected.

Search

At the top of the report table is the search box. This allows you to filter the report by one or more coupons.

Report Sorting

The report table allows sorting by the following columns:

• Coupon Code
• Orders (Number of orders)
• Amount Discounted

Report Links

Two of the report columns contain clickable entries:

• Coupon Code link opens the Coupons report for that coupon code
• Orders link opens the Orders Report filtered to orders which used that coupon

Customers Report

The Customers Report provides insight into the customers of your store – where they live, when they may have registered, and how they’ve spent money.

Both registered customers and guests are shown in the report. If a guest checks out using the same email address more than once, their orders will be associated with each other (and they will be considered the same purchaser).

Single Customer View

This option loads the report for the customer you have selected.

Advanced Filters

There are several filters available to the Customers Report:

• Name
• Country
• Username
• Email
• Orders (count)
• Total Spend
• AOV (Average Order Value)
• Registered
• Last Active

A special note about the Name, Username, Country, and Email filters:

Unlike the table search, these filters do not allow for a partial match on customers. Instead, they provide an easy way to filter the report down to specific names, countries, etc.

Report Search

The search control at the top of the report table provides a quick interface to filter the report to one or more specific customers, searching by name.

It also allows partial string matching on customer names.

Report Sorting

The report table allows sorting by the following columns:

• Name
• Last Active
• Sign Up
• Orders
• Total Spend
• Country
• City
• Region
• Postal Code

By default, the report shows the most recently active customers.

Downloads Report

The Downloads Report provides insight into the performance of your store’s downloadable products. Downloads counts are a total including multiple from the same IP address. Please note that dates are representative of UTC time as opposed to local timezone as other reports are.

All Downloads View

By default, the Downloads Report displays the unfiltered All Downloads View. Each download is represented in the table and chart.

Advanced Filters

There are several filters available to the Downloads Report.

• Select “Advanced Filters” in the “Show:” dropdown
• Choose “Add a filter” and then choose one or several of the following filters:
  • Product — allows filtering based on the downloadable product title.
  • Username — allows filtering based on the customer’s username.
  • Order number — allows filtering based on the order number.
  • IP Address — allows filtering based on the IP address this was downloaded from.

Report Sorting

The report table allows sorting by the following columns:

• Date
• Product Title

Orders Report

The Orders Report provides insight into your store’s orders.

By default, orders with non-excluded statuses are listed by order date descending. Excluded statuses can be edited on the Settings page.

Refunded orders cannot be excluded from the orders report. Refunded orders have two rows in the report: one for the date of the original order and one for the date of refund.

Advanced Filters

The advanced filters allow adding multiple filters to the report. These filters can be applied in two ways:

• All – Orders must match all filters to be included in the report
• Any – Orders must match one or more filters to be included in the report

The following fields can be used for filtering:

• Order Status
• Products
• Coupon Codes
• Customer Type
• Refunds
• Tax Rates

Report Sorting

The report table allows sorting by the following columns:

• Date
• Items Sold
• Net Sales

By default, the report shows the most recent orders.

Products Report

The Products Report provides insight into the sales performance of each product on your store.

All Products View

By default, the Products Report displays the All Products view. All products that have had sales in the specified date range will be shown.

Single Product View

By selecting “Single Product”, you can search for a single product to display report data for.

Comparison Mode

By selecting “Comparison”, you can search for multiple products to display report data for.

You can also use the checkboxes in the report table to select products for comparison. Click “Compare” in the table header to compare the selected products.

Report Search

The search control at the top of the report table provides a quick interface to filter the report to one or more specific products, searching by name.

It also allows partial string matching on product names.

Report Columns

The report table contains the following columns:

• Product Title – links to Single Product view
• SKU
• Items Sold (count)
• Net Sales
• Orders (count) – links to Orders Report filtered by product
• Category – links to Categories Report
• Variations (count)
• Status (in/out stock)
• Stock (inventory quantity)

Report Sorting

The report table allows sorting by the following columns:

• Product Title
• SKU
• Items Sold (count)
• Net Sales
• Orders (count)
• Variations (count)

By default, the report sorts products by most items sold.

Clarifying Terms

“Net Sales” is calculated by subtracting refunds and coupons from the sale price of the product(s).

As an equation, it might look like: (product price * quantity) - refunds - coupons.

Revenue Report

The Revenue Report provides insight into the daily revenue of your store. A row is included for each day whether or not there were any orders on that day.

Report Sorting

The report table allows sorting by all report columns:

• Date
• Orders (# of orders)
• Gross Sales
• Returns (Return amount)
• Coupons (Coupon amount)
• Net Sales
• Taxes
• Shipping
• Total Sales

By default, the report shows the most recent days.

Report Links

The Orders column contains clickable entries that take you to the order edit listing filtered to orders on that date.

Stock Report

The Stock Report provides insight into the inventory of your store. This report is only available on stores with stock management enabled.

Report Filter

The Stock Report allows you to filter the report by stock status. Note: Products that do not have stock management enabled are shown as Out of Stock.

Single Status View

This option loads the report for the stock status you have selected.

Report Sorting

The report table allows sorting by all columns:

• Product
• SKU
• Status
• Stock

By default, the report shows stock ordered by stock quantity ascending.

Report Links

Two of the report columns contain clickable entries:

• Product link opens the Products report for that coupon code
• Status link opens the WooCommerce Edit Product screen for that product

Taxes Report

The Taxes Report provides insight into taxes collected on your store.

All Taxes View

By default, the Taxes Report displays the All Taxes view. All taxes that have been collected in the specified date range will be shown.

Comparison Mode

By selecting “Comparison” in the “Show” dropdown, search for multiple tax codes to display report data for.

• Search for and add all tax codes you want to compare.
• Select “Compare”.

Alternatively, use the checkboxes in the report table below the graph to select tax codes for comparison. Select “Compare” in the table header to compare the selected tax codes.

Report Search

The search control at the top of the report table provides a quick interface to filter the report to one or more specific tax codes.

It also allows partial string matching on tax codes.

Report Sorting

The report table allows sorting by the following columns:

• Tax Code
• Rate
• Total Tax (Order Tax + Shipping Tax)
• Order Tax
• Shipping Tax
• Orders (count)

By default, the report is sorted by the creation date of the tax codes.

Report Links

The “Tax Code” column links to the Orders Report, filtered by the selected tax code.

The post WooCommerce Analytics first appeared on CODIBU.

Access the Activity Panels wherever the WooCommerce Admin navigation bar is shown, this is any section of your store’s dashboard that is connected to WooCommerce:

There are five panels: Inbox, Orders, Stock, Reviews, and WordPress Notices. You can read more about each panel below.

Each panel has an orange indicator denoting “unread” items.

On mobile devices, all of the panels get collapsed under the Woo logo.

Inbox Panel

This Inbox Panel is dedicated to informational content coming from multiple sources such as the WooCommerce core plugin, WooCommerce.com Subscription management, extensions activity, and store achievements. It also displays insightful content that could help with the day to day tasks of managing and optimizing a store.

In the inbox panel, we might display contextual messages about extensions available in our marketplace that can be useful for your business. If you don’t want to receive those suggestions, you can opt-out on WooCommerce > Settings > Advanced > WooCommerce.com > Marketplace suggestions

Orders Panel

The Orders Panel displays Orders that are considered “actionable.” Orders needing fulfillment are shown by default. You can click “begin fulfillment” to go to the Order Details screen.

If no Orders require attention, the panel will reflect that state.

Manage “actionable” order statuses settings at Analytics > Settings.

Stock Panel

For stores with Stock Management enabled, the Stock panel will be displayed.

The Stock Panel will show Products that are either Low in Stock or Out of Stock.

“Low in Stock” status is determined by a combination of the store setting and individual product settings. Consult the Managing Products documentation to learn more about managing product stock settings.

You can manage Product quantity directly from the Stock Panel.

If no Products require attention, the panel will reflect that state.

If you don’t see the Stock Panel and expect to, double-check your settings at WooCommerce > Settings > Products > Inventory. Ensure that “enable stock management” is checked.

Reviews Panel

For stores with Product Reviews enabled, the Reviews panel will be displayed.

The Reviews Panel will show reviews that are pending moderation. Click the “manage” button to go to the Review edit screen where you can moderate the review.

The Reviews Panel will reflect when there are no Reviews pending moderation.

If you don’t see the Reviews Panel and expect to, double-check your settings at WooCommerce > Settings > Products. Ensure that “enable product reviews” is checked.

Questions

Do you still have questions and need assistance? 

• Get in touch with a Happiness Engineer via our Help Desk. We provide expert priority support for WooCommerce.com and Jetpack customers but not other third-party plugins.
• If you are not a customer at WooCommerce.com, we recommend finding help on the WooCommerce Support Forum or hiring a recommended expert on our customizations page.

The post Activity Panels first appeared on CODIBU.

Order Statuses

An order also has a Status. Order statuses let you know how far along the order is, starting with “Pending payment” and ending with “Completed.” The following order statuses are used:

• Pending payment — Order received, no payment initiated. Awaiting payment (unpaid).
• Failed — Payment failed or was declined (unpaid) or requires authentication (SCA). Note that this status may not show immediately and instead show as Pending until verified (e.g., PayPal).
• Processing — Payment received (paid) and stock has been reduced; order is awaiting fulfillment. All product orders require processing, except those that only contain products which are both Virtual and Downloadable.
• Completed — Order fulfilled and complete – requires no further action.
• On hold — Awaiting payment – stock is reduced, but you need to confirm payment.
• Canceled — Canceled by an admin or the customer – stock is increased, no further action required.
• Refunded — Refunded by an admin – no further action required.
• Authentication required — Awaiting action by the customer to authenticate the transaction and/or complete SCA requirements.

Visual Diagram to Illustrate Order Statuses

This visual representation follows an order through its statuses from “Pending payment” to “Completed”, “Canceled” or “Refunded.”

Order Statuses and Payment Gateways

More about how order statuses relate to payment gateways in the Troubleshooting section.

Order Statuses and Emails

More about the different emails that are automatically sent at Email Settings.

Viewing and Managing Multiple Orders

Orders Overview

When a shop starts taking orders, the Orders management page begins to fill up. Go to: WooCommerce > Orders.

Each row displays several details. Some are there by default, others can be added. These are the available options:

• Order number and customer name,
• Date of purchase,
• Order status,
• Billing address,
• Shipping address,
• Purchase total, and
• Actions.

To change these columns:

• Go to: WooCommerce > Orders.
• Select Screen Options in the top right corner.
• Select which Columns to show.
• Select how many Items you want to be displayed on each page.
• Then Apply.

Filter and Arrange Orders

Filter orders by Date (month/year) or by registered customer.

• Select the month, or search for a customer.
• Select Filter.

Arrange orders in ascending or descending order by Order number, Date or Total by select the heading.

Note that the “Total” column does not take the refunded amount into consideration.

Click the order number and customer name to see the Single Order page, where you can also Edit order details, Update Status, and Add Notes. More details on that in Viewing and Editing Single Orders.

Previewing Orders

Order rows have a Preview “eye.”

Clicking Preview opens a Modal, containing the order number, order status, billing details, payment method, shipping details, shipping method, items ordered, and the option to change the order status.

Order Statuses in the Overview

Order Statuses are color-coded and descriptive.

• Canceled – Grey
• Completed – Blue
• Failed – Red
• On Hold – Orange
• Pending Payment – Grey
• Processing – Green
• Refunded – Grey

Order Actions

Hovering over an order Status displays Notes made on the order.

At the end of a row are shortcut buttons to quickly mark orders as Processing or Complete.

Viewing and Editing a Single Order

From the Single Order page not only can you view all order data, but also edit and update.

• Change the order status.
• Edit order items – modify the product, prices, and taxes.
• Stock – Reduce and restore stock for an order
• Order Actions – Email order details to customer (handy if manually creating an order for your customers) or Regenerate download permissions
• Modify product Meta to edit product variations by removing and adding meta
• Apply coupons. You will need to know the coupon code to apply to the order. Coupon usage counts are tracked, and coupons can also be removed from orders. Note: the order must be unpaid for coupons to have an affect
• Add fee. You can enter an amount or percentage to add a fee to an order. Negative fees will apportion taxes between all other items, and will not make the cart total go below zero

Order Details

Viewing Order Details

The Order Details panel you can view:

• Order number
• Payment details
• Order date and time
• Order status
• Customer details:
  • Username and email, together with a link to view their profile and other purchases the customer may have had in the past
  • Billing details
  • Shipping details

Editing Order Details

Most of the details in this section can be updated and/or changes.

• To change the date and time, use the dropdown date selector and the quantity selectors for the time.
• To change the status, choose the right status in the dropdown.
• To change the customer, select the current customer and search for the new customer.

Under “Billing” and “Shipping”, several other details can be changed. In order to do so, select the pencil icon next to each of them.

• Under “Billing”, the following things can be changed:
  • Billing address — this can also be loaded from the customer’s profile by selecting “Load billing address”
  • Email
  • Phone number
  • Payment method and details
• Under “Shipping”, the following things can be changed:
  • Shipping address — this can also be loaded from the customer’s profile or copied from the billing address
  • Customer provided note

Once you’ve made the necessary changes, select Update to update the order.

Order Items and Totals

Viewing Order Items

The next panel on the order page is the Order Items panel. This contains the product items, the shipping details, and the order summary.

• Each product item row lists:
  • Product image
  • Product name
  • Single product Cost
  • Quantity
  • Total (Cost x Quantity, with discounts taken into consideration)
  • Taxes
• Below that, the shipping details are displayed. This will include:
  • Shipping method
  • Boxed items
  • Total cost
  • Taxes
• The last section contains an overview of the order costs. This section will change if an order is refunded. By default, it will include:
  • Items subtotal — cost excluding tax
  • Coupon(s) — amount deducted based on the use of coupons; the coupons used are displayed left in this section
  • Shipping — the shipping cost for the order
  • Taxes — the amount of taxes for the whole order; this will be replaced by the tax code applied to the order
  • Order total — the total of the above costs
  • Finally, below the line, an overview of what is paid and the fees taken by payment gateways

Editing or Adding Order Items

Apart from refunding, order items can not be edited, unless the order status is “Pending payment”, or “On hold.”

Product items. Select the pencil icon next to a product line to edit.

The following product items can be edited:

• Add Meta — Add and remove meta to change product variable options.
• Quantity — Number of items the customer is purchasing.
• Total — Line price and line tax before pre-tax discounts.
• Tax — Tax cost. For example, if a customer is tax-exempt you may want to remove the taxes.

Other actions. Next, you can do four actions at the bottom of this window:

• Add item(s) — this will show you six new options:
  • Add product(s) — Add additional products to the order.
  • Add fee — Add an additional fee, such as gift wrapping.
  • Add shipping — Add a shipping cost. When you’ve done this, select the pencil icon to update the name, the method, the cost, and the tax.
  • Add tax — Add an additional tax code to every section in the order.
  • Cancel — Cancel if you do not want to make any changes.
  • Save — Save once the changes are made.
• Once you’ve done this, select Recalculate to make sure all the changes are reflected in the order totals.

• Apply coupon — If your customer forgot to add the coupon could or you want to reward the customer before they pay, selecting this option will show a modal that allows you to apply a coupon code.
• Refund — to refund the customer. For more information about Manual and Automatic Refunds, see WooCommerce Refunds.

Custom Fields

To add custom meta fields, use the Custom Fields metabox:

Order Notes

The Order Notes panel displays notes attached to the order and can be used for storing event details, such as payment results or reducing stock levels, or adding notes to the order for customers to view. Some payment gateways also add notes for debugging.

The following note types are possible:

• Purple: System status notices, such as payment gateway details.
• Grey: General status updates, such as status changes or private notes. Customers do not see these notes but may receive notification of them, e.g., when the status changes from processing to completed, an email may be sent (depending on your settings).
• Blue: Notes to the customer. Customers receive notes via email but can view them by viewing an order, or using the WooCommerce order tracking page.

Notes can be a powerful tool for communicating with customers or other store managers. Need to add a tracking number for shipping? Is stock delayed? Add a customer note, and they are automatically notified.

To add a note,

• Use the textarea to add the content of the note.
• Select Private note or Note to customer in the dropdown.
• Select Add.

Manually Adding an Order

To add an order:

1. Go to: WooCommerce > Orders.
2. Use Add New at the top of the page. The Single Order page appears.
3. Input customer details, add line items, apply coupons, apply fees and calculate totals. These are the same as the Editing or Adding Order Items.
4. Set a status for the new order, e.g., If it needs to be paid, use “Pending payment.”
5. Save.

Use the Order Actions dropdown to Email order details to the customer with payment instructions.

Paying for an Order

Orders that are “Pending payment” can be paid for through the payment link.

As the shop manager, you can find this link on the order overview:

• If the customer is a Guest, anyone with the right link will be able to view the payment page and pay for the order.
• If the customer is registered on your site,
  • Only this customer will be able to see the payment link once they are logged in.
  • The customer can also find the order in: My Account > Orders.

If the customer is assigned to the order, they will be asked to log in before paying:

• If you are the store owner and wish to pay on behalf of the customer, consider using User Switching (not endorsed by WooCommerce.com) to log in to the customer’s account and complete the payment as them.

Removing Personal Data

Starting with WooCommerce 3.4+, it is possible to remove customer data.

• Go to: WooCommerce > Settings > Accounts & Privacy.
• Enable Allow personal data to be removed in bulk from orders.
• Save changes.

This option is now available for orders:

• Go to: WooCommerce > Orders.
• Select the orders that need personal data removed.
• Select Bulk Actions > Remove personal data.
• Select Apply.

Please note, that once you press Apply this will remove personal data with no further warning. Orders will appear on the Orders screen like this:

On an individual order, data is updated like this:

• Failed, pending, and canceled orders which get cleaned up will be moved to the trash.
• Completed orders which get cleaned up will be anonymized so sales stats are unaffected (as above).
• Inactive accounts will be deleted. An inactive account is one which has not been logged in to, or which has not placed orders, for the specified time.

Personal data removal can be automatically associated with account erasure requests. WordPress allows deleting user details upon request via Tools > Erase Personal Data. This removal can now also be associated with the orders of this user.

• Go to: WooCommerce > Settings > Accounts & Privacy.
• Under Account erasure requests:
  • Enable Remove personal data from orders on request, if you also want to remove order data when this is done
  • Enable Remove access to downloads on request, if the customer should no longer access the download links once their personal details have been removed.

Personal data retention can also be automated.

• Go to: WooCommerce > Settings > Accounts & Privacy
• Under Personal data retention, set thresholds for inactive accounts and for orders with different statuses.
• Save changes.

If enabled, this cleanup will run via a daily cron job. Inactive accounts are tracked using metadata, and only subscribers/customer accounts are removed.

Multi-Site Orders

Starting with WooCommerce 3.4+ there is now a widget that appears under Dashboard that shows order information from across all sites. You can click on an order to be taken to the details of the order on that site.

Troubleshooting

Understanding Order Statuses in Relation to Payment Gateways

The post Managing Orders first appeared on CODIBU.

In most cases, if email is not being sent/received, then the issue is not with WooCommerce itself, but with the core email function on your web host. Read on for solutions to common issues.

I am getting orders, but no emails are sending!

There are multiple factors that can be the cause. Before explaining the actual mail side of the issue, please ensure that it’s not one described below.

Check if orders are pending

If your new orders have the status Pending, no email would have been sent yet. Pending orders are orders where the customer selected Place Order but abandoned the payment page (depending on the payment gateway, i.e., PayPal) or had their credit card transaction declined.

If you have pending orders but receive payment for them via a payment gateway such as PayPal, the orders are not being updated, and this could indicate a problem with the payment gateway. In this case, you are not looking at a email issue; you are looking at an issue with your payment gateway and may need to submit a support ticket.

For PayPal Standard, we have this troubleshooting page.

Plugins can also return errors before status changes occur. To find out what may be causing this, you can either rule out conflicts by disabling plugins/themes other than WooCommerce itself, or you can use the WP debug log to view errors. If there are ‘fatal errors,’ this may be the problem.

Check your Email Settings

Orders that are properly updating to Processing should generate an email.

Another possible issue is mistakenly disabling emails from sending. Double-check that “Enable this email notification” is ticked for order notifications at WooCommerce > Settings > Emails and select the Processing Order email template. An additional test should be setting the Email Type to plain text.

Check if emails are sent, but not received

If emails are enabled and orders are updating to Processing, there could be an issue in the email delivery to a recipient. This could be a spam blocker that classified your emails are spam and stopped them. Installing a mail logging plugin can help.

Install WP Mail Logging plugin. This will log all outgoing mails so you can see what is being sent. Once installed:

• Generate a test order
• Go to your admin dashboard > WP Mail Log
• Check that your test order generated an email, and if there are any sending errors reported

After a successful send, the screen should look something like this:

If the email was sent, but not received, there are a few steps that can be taken:

• Make sure you’re using an email address attached to your own domain in the “From” Address field in WooCommerce > Settings >Emails. Using your @gmail.com, @yahoo.com or similar public domain email address will likely cause emails to land in spam folders due to mismatch between the declared sender (servers of Gmail or Yahoo) and the actual sender (your server).
• Sign up for an account with a dedicated SMTP provider (an average site can usually stay within free usage) that will send the email for you. This should be more reliable than your own server’s mail-sending function.

If the email was not sent, this could indicate a plugin conflict blocking the send by, for example, erring before they are generated. To find out what is causing this, you can either rule out conflicts by disabling plugins/themes other than WooCommerce itself, or you can use the WP debug log to view errors. If there are ‘fatal errors,’ this may be the problem.

What is a dedicated SMTP provider? Is that like my Gmail account?

A dedicated SMTP provider is similar to a web host in that you have an account and use their servers. The difference is instead of hosting websites, you use their servers to send emails. Gmail is an email provider where you send and receive emails; a dedicated SMTP provider is similar to having half of Gmail, where you only send emails and not receive them.

Can I use Gmail as my SMTP provider?

Yes, but it is not ideal. Gmail will disable your account if you send emails to more than 500 unique recipients in an 24-hour period. This includes emails you send yourself and all emails your website is sending. More at: Google Support: Gmail Answers.

Suggested Dedicated SMTP Providers

There are dedicated SMTP providers that work for most websites. All have their own plugin on WordPress.org, can be installed from your WordPress dashboard, and have support available to help you get started.

• Mailjet (Plugin) – Send 6,000 emails free per month.
• Sendinblue (Plugin) – Send 300 emails free per day.
• SendWP (Plugin) – it costs $9/ month for an account.
• Amazon SES (Plugin) – Send 62,000 emails free per month if your website is hosted on AWS or pricing starts at $0.10 for every 1,000 emails.

How does email work?

Comparing a path an email takes to reach its destination vs. driving a car on a road trip, emails do not travel directly from point A to point B. The final destination is more like point W, and the email is bouncing from one server to another at the speed of light while being filtered at each step.

Google has compiled this representation of the path an email follows. This story is specific to Gmail and delivering to a mobile device but helps explain how email works. More at: Story of Send.

How does email work with WordPress?

WooCommerce, and most plugins sending email, send mail by using the wp_mail() function that is a core function of WordPress.

Does that mean WordPress sends my email? Is WooCommerce sending the email?

Neither are sending the email. What happens is WooCommerce calls the wp_mail() function, which then requests WordPress to send the email. Because WordPress is not an email server, it typically asks PHP to send the email for it. PHP then checks for a local email server within the web server and tells that email server to send the email. Your email takes three steps before reaching your web server.

If email is passed to my web server to be sent, how does a dedicated SMTP provider fit in?

By using a plugin the SMTP provider has available or the Post SMTP plugin, the wp_mail() function reroutes the email from PHP to your SMTP provider. From there, the SMTP provider receives the request and adds your email to a queue to be sent.

If emails are being blocked by spam filters, why is it not in my spam folder?

The spam filter is the last and final spam filter your email is filtered through, at which point it is going to spam based on your email client settings or how you mark other emails as spam. If your emails are denied by another spam filter before that, it simply is not delivered.

My contact form emails work, so why do WooCommerce emails get blocked?

Without deep investigation into server logs and tracking exact email paths, this is not a simple question to answer.

• The short version is there is a lot more to spam filters than scanning for typical spam. Spam filters check the IP address of origin, the sending user and domain, the amount of email that IP/sender has sent, how many times emails from that sender have been marked as spam, and the wording of emails.
• The most common factor is where the email originates, which brings your overall score with spam filters down low enough that even minor differences in wording and formatting of WooCommerce emails may be flagged as spam and not sent.

Can I send purchased downloadable files as attachments in the Order Completed and Invoice emails?

Yes! Add this snippet to the end of your theme’s functions.php file:

Resources

SenderScore by ReturnPath

Check and monitor the reputation of your websites IP address for sending emails, if you have your own dedicated server for sending emails. You can also use this for shared and virtual hosting environments, but it is better to get a dedicated SMTP provider instead because those environments are not recommended for sending emails. Visit Senderscore.org to learn more.

The post Email FAQ first appeared on CODIBU.

In WooCommerce itself you can process refunds in two ways:

• Automatic: Refunds change the WooCommerce order status and also reverse the charge so your customer gets their money (jump to section).
• Manual: Refunds change the WooCommerce order status, but you need to return the money manually to your customer (jump to section).

Automatic Refunds

These are called Automatic refunds as when you process refunds that are connected to your payment gateway. Once you’ve processed this type of refund in your WooCommerce Admin, no further actions are necessary.

1. Check: Review the documentation or support of your payment gateway on whether automatic refunds are available. Most automatic payments fully support this.
2. Scope: Refunds normally extend to products, taxes, and shipping fees. However, transaction fees charged by the payment gateway will likely be lost and not refunded.
3. Setup: Make sure that your API settings are set and test your payment gateway and refunds while in sandbox or test mode:
   
4. WooCommerce: Refunds can be processed through the Orders:
   1. Go to: WooCommerce > Orders.
   2. Select the order to refund.
   3. Go to the order summary, and select “Refund” to start.
   4. Specify the quantity of the product(s) to be refunded in the text box(es) that appear for each line item. The refund amount will automatically adjust based on the products refunded. If inventory levels are not managed, you can also enter the Refund amount, without adjusting the product quantity.
   5. If the quantities of items are not set when issuing a refund then the order is not marked as refunded and the email that is sent will say “partial refund.”
   6. Add refund notes, if desired.
   7. Select “Refund $XX.XX via [your gateway]”.
      

How Do I Know It Worked?

Order Notes in the right sidebar will log refunds. Keep an eye on the order notes to learn if it’s been logged or if there’s an error message. A successful “Refunded” message in order notes concludes the refund.

Manual Refunds

1. Check: Consult the documentation or support of your payment gateway on whether manual refunds are available. You will either need to:
   • Log in to your payment method account and process the refund there.
   • Transfer the money from your bank account manually.
2. Scope: Refunds normally extend to products, taxes, and shipping fees. However, transaction fees charged by the payment gateway will likely be lost and not refunded.
3. WooCommerce: Refunds can be processed through your Orders page. To manually refund an order:
   1. Go to: WooCommerce > Orders.
   2. Select the order to refund.
   3. Go to the order summary, and select “Refund” to start.
   4. Specify the quantity of the product(s) to be refunded in the text box(es) that appear for each line item. The refund amount will automatically adjust based on the products refunded. If inventory levels are not managed, you can also enter the Refund amount, without adjusting the product quantity.
   5. If the quantities of items are not set when issuing a refund then the order is not marked as refunded and the email that is sent will say “partial refund.”
   6. Add refund notes, if desired.
   7. Select “Refund $XX.XX manually”.
      

Items selected for a refund will be noted as refunded. Once the refund has been applied to the order, it will look like this:

Restocking Products Based on Refunds

When processing a refund, you have the option to restock products by ticking the “Restock refunded items” box:

FAQs

How do I find out if my payment gateway is refund-compatible?

• Check the documentation of the payment gateway.
• Buy the plugin and give it a try. We have a 30-day Money Back Guarantee and can refund you with no hassle.
• Check with the payment gateway provider.
• Ask us.

How do I inform my customers about the refund policy?

The best starting point is to create a page describing your policy and how a customer can request a refund (you can use our policy for inspiration).

The next step is to share it with customers. There are different options you might want to consider:

• Option 1: adding the policy link into a menu in your store
• Option 2: adding the policy link into orders confirmation emails (the emails can be customized)

I am a developer. How do I find out if my payment gateway is refund-compatible?

Go to How to check if your payment gateway supports refunds and look up class constructor class properties.

The post WooCommerce Refunds first appeared on CODIBU.