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Charmprincess Seller Guide

1.Getting Started #

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Last updated on December 11, 2015
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1.1.Setting Up Your Store Page #

What is a store?

Store is the place where seller will showcase all his products in a interactive design. By the store a customer will get seller’s product, contact information, store location, and all other information in one view. seller will see the page by navigating to Seller Dashboard ? View My Store .

seller-shop

Store Banner

Store banner will represent seller products concept by one big image. Seller could use a good visual interactive image to grab the attention of customer. Seller will set the image from Seller Dashboard ? Setting page.

 

Social Profiles

Seller could link every social network with his store by link up with them. Dokan theme has simple view and easy to link up format with store setting for the sellers.

Payment Method

Seller well set his comfortable payment method for the store. Store setting has simple payment method setting option for sellers.

 

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1.2.Understanding the dashboard #

Profile Progress Bar

From the dashboard, a seller could have a look to his profile complete process. He/she can easily check his profile complete progress.


Quick Stats

From the dashboard Quick Stats view a seller could have a glance of customer page view number, his total number of sale and his total earn up-to-date.


Order Stats

From Dashboard, Order stats seller could see his total order, and order by status. He could also have a chart of products by status.


Sales Overview

By the sales overview of dashboard, seller could view a graph of total item sell and total order by date.


Product Glance

On the product glance section of the dashboard, the seller could have a glance of his total product number and product number by status. the seller could also have an “add product” button to add new product directly from here.


Reviews

Seller will be able to see his review which he got from his customer.


Announcement

If admin sends any announcement to seller then seller will be able to see his announcement from here.


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1.3.Store Terms and Conditions #

Please go to your Seller Dashboard > Settings > Store and there at the end of the form you will find a checkbox and a text input box for creating your terms and conditions page. After done writing, tick the checkbox and click update.

You should now get your terms and conditions page tab added on your store front. It will appear as the image shown below.

input_terms and conditions

 

And on the store front

storefront

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Last updated on September 15, 2017
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1.4.Charmprincess Seller Verification Setup #

Configuration For Seller

This is how the panel looks like by default. The seller has to go to Seller Dashboard > Settings > Verification to meet this panel.

seller verification panel

Verify ID, Driving Licence or Passport

When you click on the “Start Verification” button this modal will appear. Select the category and Upload the file as necessary.

id verification

Cell Phone Verification

Simply enter the cell phone number there and Submit.

sms-verification

Verify Address

When you click the button “Start Verification” under the Address Verification section you will get a form like this. Fill out the fields and press Submit.

address verification

Connect Social Profiles

The seller has to go to Seller Dashboard > Settings > Verification and press the connect button of the relative social profile. Only those social buttons will appear which the store admin has added.

NOTE: Seller social profile verification will not show in the storefront unless seller has completed at least ID verification or address verification.

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Last updated on December 11, 2015
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1.5.Creating Products #

Initial Product Add Screen

Go to the product page and click add new product button

Product Status

Seller could manage product status after added. He could make product status online or draft. customer will see only the online product.

Editing Product

Seller could edit any of his products after added. Simply he has to go to the product edit option and fill the form with necessary information.

Product Discount

If seller wants to add discount to any of his products for a limited period or for all time then just check Discounted Price box and necessary discount fields will be visible. Then seller could mention discount price, discount start and end date.

Inventory Management

Seller could add inventory information such as SKU, Stock, Stock Quantity, Back-Order etc with any product.

product-inventory

Product Attributes

Seller could add Attributes to his product. To add an attribute to a product he has to insert attribute name and mention if it should visible in product option or not. **See graphic just below in variable products t get a better view of the product attribute features and how it ties into variable products.**

Variable Product

If the product has variations then seller could manage it as a variable product. He has to add some attribute of the product and mention the product as a variable product from the right section of product edit page then navigate to Variations tab and add variations products.

Options

In product option section seller could add purchase note, allow review to the product and manage product visibility, reviews and custom notes.

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Last updated on September 15, 2017
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1.6.Add Variable Product #

Add Variable Product

We know that the seller wants to add variable product and customer feels easy to buy variable product. Variable products are a product type that lets you offer a set of variations on a product with control over prices, stock, image, and more for each variation. They can be used for a product like a T-Shirt where you can offer a large t-shirt vs a small t-shirt.

How to add variable products:

Its very simple to add variable product and just for that at first you have to log in than go to Seller Dashboard>Product.Add New product.

Add new product
Add new product

 

Now as you can see add new product page you have to upload product image, give a name of product, add a price, select category, add details about your product and click add product button.

 

Attributes:

Create attributes: You have to create attributes to add variable product as like:

  1. Attributes: Click here to attributes.
  2. Add a category: Click here to add new category.
  3. Product type: Click here to change your product type now select variable product and click OK button.
    Now you have to create categories and options step by step as like:
  1. Category name: give your category name.
  2. Visible on the product page: For visible on the product page just click here to enable.
  3. Used for variation: Click here to enable and  use attribute for variation.
  4. Option: give your category option name.
  5. Plus: Click here to add new category options name.
  6. +Add a category: Click here to add new category.
  7. Save attributes: If you have done attributes then click save attributes.
  8. Update Product: Click here to update product.
    Attribute categories an options

    Variation:

    Add variation: To add variation just click variation and click Link all variation button.

    VariationNow if you are using Mozilla Firefox browser then you have to complete this step for link all variation just click OK button then enable for prevent this page from creating additional dialogs then click OK.
    Link all variations
    Link all variations
    Enable prevent page

    Complete variation fields and update product:

    Now you have to fill up the fields properly to add your product variation as like stock status, regular price, sell price, weight, dimensions, shipping class and tax class.

    1. Add Variation: If you want to add new variation then just click Add variation button and fill up the fields as like you want.
    2. Products Status: You can change product status from here as online or draft then click OK button.
    3. Update Product: After doing all things click here to update your variable product and you have done.
      Fill up the variation fields and update product

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Last updated on September 15, 2017
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1.7.Adding a Variable Product in Flat Style #

Adding a product variation has been greatly improved in the  edit/upload interface. It is now simpler and quicker to configure.

Creating a New Product

Seller Dashboard > Products > Add New Product

Enabling Variations

During the creation of a new product in the flat style editor, you will find a checkbox titled “This product has multiple options.” Tick this and you will get the options for creating variations.

Creating Variations

As now you have ticked and enabled the variations fields, you can now add a genre of variation and the variety of that genre from here. Click on “Add Option” now.

add variable 1

For this case, lets imagine I want to add a wallpaper that has three colors and three sizes. So, I will add Color and Size as two options of my original product and the color and size variants as option values. You can add more combinations if your product requires it. Now tick “Create variation….” to actually create the products as a variation to your original product with the attributes you have just entered. The system will automatically create every possible combinations of the variations. It will look like this:
add variable 2

Great! But you will have to now add prices, SKU for all the products now (or later) manually. Now you can SAVE the product if you have nothing else to edit now or move on to shipping and tax settings which is the next option in flat view.

I assume we hit save from the bottom of the page. This will save the products and allow us to individually edit and add attributes to the varied products.

Editing Variations

So now we will have an extra “Edit” button beside the products. Click it.

 

add variable 3

 

If we click the edit button, we will get a modal like this. From here various individualized settings can be configured. You can add the variant image so that when a customer sees this variation, he/she sees it right. You can add discount and schedule it. You can enable or disable a single variety of the parent product. You can specify dimensions and weight of the product. Create specialized tax and shipping class. Enable as a downloadable product etc. Take hint from [?] marks for each field if in confusion.

 

add variable 4

When done, hit save and then save the entire product at the end of the Flat style product page. It is important to save the entire product to confirm all the changes.

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Last updated on September 15, 2017
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1.8.Duplicating Products on the site #

Usage

dokan product duplicator button

Sellers can now see a button “Add To My Store” to copy product in each and every product page. Click on that button and the system will take you to the create new product page with the pre-loaded data from the original product. Now you can make the changes you wish and hit the Update Product button.

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Last updated on December 11, 2015
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1.9.Coupon or Discount Codes #

It could be a very good business policy to give some coupon to customer. Seller could give the coupon for special customers of in a special offer.

 

Creating Coupons

To create coupon navigate to Seller Dashboard ? Coupon and click “add new coupon”. Insert name, type, product name that the coupon for, add any neccessery then click add coupon button.

 

Fixed Amount Discount

Fixed Amount Discount coupon mean when a customer use the coupon he will get a fixed amount discount that mentioned on the coupon. Whatever his total order amount is he will get the same amount discount.

cupon-fiexd

Product Percentage (%) Discount

Product Percentage Discount mean when a customer use the coupon in his order then he will get a discount depends on his order total amount. He will get a discount of percentage that mentioned on the coupon of his total order.

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Last updated on September 15, 2017
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1.10.Managing Orders #

Order Notification

Seller will get mail notification in every order of his product. He would get a no-reply message from dokan system instantly after a order.

Order Listing

Order page displays the order detail in list. This page shows order number, order total amount, order status, customer details, order date and order action. you could view order farther details manage order status and delete order from order action.

Order Status

Seller could view and process order status from the order listing. He could complete the order from the action.

order-status-view

Order Note

Seller could add note to an order and set the note for customer of private. For customer note, the customer will get e-mail notification for every note added. And for the private note only seller will get the e-mail notification.

order-note

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Last updated on September 15, 2017
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1.11.Creating Invoices #

Usage – Seller

Sellers can also generate their invoices. Seller has to go to Seller Dashboard ? Orders press the Dokan PDF Invoice button which appears at the right of each order. The admin and seller’s invoice are absolutely the same.

Usage – Customer

Customers can also get their invoices for the orders they make. Customer has to go to My Orders and click Download Invoice (PDF).

customer invoice orders

The customer invoice is something like this:

customer invoice

Order types and Invoices

If you are creating a single invoice from an order which has suborders you will get an invoice with the admin address with only the sellers shop name. Something like this –

sub-order

But you can generate separate invoices for the sellers of the suborder and it will have the full address and information of the seller/shop.

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Last updated on December 11, 2015
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1.12.How to configure and use Shipping #

Shipping Location

1. Login to your seller account. (if you have not already)

2. Navigate to Dashboard -> Shipping.

You will see something like this

Description of the options

  1. Enable shipping: This is the main option if you want to use Dokan shipping feature. If the seller does not select this option, Dokan shipping feature will not work for this store.
  2. Default shipping price: If you do not want to add the shipping price each time you create a product, then this feature comes really handy. This is will be the minimum price or base shipping price. And it will be used as reference to calculate shipping price.
  3. Per product additional price: If someone buys more than one product from your store, you will define the shipping price for the other product here. Like you sell bananas and oranges, so this one is not about if someone buys more than 1 banana; this price will be applicable if someone buys oranges with bananas.
  4. Per quantity additional price: If someone buys more than one unit of your product, then this option will be useful for you to determine. Like someone buys 2 or more banana, so this price will be added for every count after 1.
  5. Processing time: This has nothing to do with the calculation. It is just a simple way to display the time required to before delivering the product.
  6. Shipping policy: This is a simple text area. You can write whatever you want.
  7. Refund policy: This is too a simple text area too. You should write some instructions here about how to get refund for your products.
  8. Ships from: You will select the base location the product ships from.
  9. Ship to: In this field, you will add the locations you want to ship to. After selecting one country, you will get the states on another drop-down.
  10. Cost: This is the default cost for the particular country you select. That means, if the system can not find any state name that the user has entered, then this price will be calculated.
  11. Add location: By clicking this button, you can add more countries and location.

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Last updated on September 15, 2017
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1.13.Override default shipping prices #

For existing products – you have to navigate to your product edit screen, which is yoursite.com -> Dashboard -> Products -> Edit and navigate to the shipping tab.

And for newly created products – The next screen after adding the basic details of a product navigate to the shipping tab.

Override shipping option

Now, you have to click on the checkbox override shipping and you will have the option to add the additional shipping cost for that product. You can place a positive or negative value according to your needs. Like if your products base shipping price is less than the global price, you can place a minus value.

Lets say your base shipping price is set to $5 but for Banana, the base shipping price would be $3. So you can write -2 in Additional Cost in the below screen.

Additional cost location

This cost would be added with the parent shipping prices. That means, if you have set a base shipping price of $5 and additional cost of $3, the base shipping price for that product will be $8.

And all the prices for the states will be after that. So if you have set $2 for Berlin, Germany; then the total cost for delivering the product to Berlin, Germany would be in total $8 + $2 = $10.

Multiple quantity

Quantity: 5
Base Shipping Price: $5 + $3 from override = $8
Per Quantity Additional Price: $2 $3 from override = $3
Berlin, Germany: $2

So the total shipping cost for 5 product would be 8×1 + 3×4 + 2 = $22

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Last updated on September 15, 2017
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1.14.Managing Product Reviews #

Overview

Seller will see all review of customers on his products from Seller Dashboard?Review page . He could see the rating that customer give on the product and manage the reviews status or edit them.

review

Editing Reviews

Seller could edit review by quick edit option. He could edit Name, Email, URL and comments.

review-edit

Mark as Spam

If seller don’t want to show any review then he could mark those review as spam by check the review and select mark as spamfrom the select box.

review-spam

Trash Reviews

If seller want to delete or make trash any review then he could mark those review as Trash by check the review and select mark as Trash from the select box.

review-trash

Un-approve Reviews

If seller want to unapproved any review then he has to just click the unapproved button after hover that review.

review-unapprove

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1.15.Product inquiry for Market Place #

Usage: For New Customer

 Customers able to see a new button on product page. This button is to send email for product inquiry and for that they have to complete some following steps below.

  1. Product inquiry button: Click this button to an inquiry.
  2. Name Field: write here the name.
  3. E-mail field: Insert customer an e-mail ID.
  4. Text Field: write details about an inquiry.
  5. Submit inquiry: Click here to submit an inquiry.
Product inquiry

Usage: For regular/previous Customer

For the regular or previous customer  it’s more easy to inquiry. The Product inquiry add-on automatically generate their name and email ID  so they have to complete  following steps below.

  1. Product inquiry button: Click this button to an inquiry.
  2. Text Field: write details about an inquiry.
  3. Submit inquiry: Click here to submit an inquiry.

How They Reply Each Other

After submitting inquiry an email send directly to seller’s email account, then the seller can reply to the customer  and make them sure about the product.

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1.16.Sales Reports #

Sales Overview shows on report page. On the top of the report there has some option by which seller could view his sales report total over view, by day overview, top sale product reports and top earner product reports.

sales-overview

Sales by Day

Seller could view his one day order in this option. The report shows one day total sealing total, average, total number of order, total purchased product number, coupon details and one day seal graph.

seals-by-day

Top Selling Products

In the top seller option seller could view his top selling products and its total seal number with seal ratio graph line.

top-sealing-product

Top Earning Products

Seller could view his top selling products total selling amount in top earner option. The option could view manually by date.

top-earners

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1.17.Withdrawing Your Earnings #

Total Earning

Seller could view his total earning from withdraw page.

withdraw-balance

Withdraw Methods

Seller could select his comfortable withdrawal method from drop-down box in withdraw page.

withdraw-method

Minimum Limit

Seller must have minimum limit to make a withdraw request. Dokan owner will set the minimum balance for seller to make a withdrawal request. seller will view the limit in dokan terms & condition and will get email notification.

Withdraw Approve Notification

Seller will get e-mail notification when his withdraw request approve.

withdraw-approved

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1.18.Setting up Auctions #

You will have to navigate to the dashboard first and then you will see the new menu item “Auctions”.

 

This is a different product type and some extra input is needed; also you might want to keep the auction products in a separate tab.

auction whole page

This page is quite similar to the Dokan main products page. Click on “Add New Auction Product” button.

You will see a new page to write new auction product data.

create auction page

The beginning fields are same and quite self explanatory. So we will skip that part.
Start Price: This is the minimum price. So the bidding will start from here. Like you have set $10 as a starting price. So bidding will start from $10 and will increase each time when customers place a bid.

Bid increment: The amount that each customer will be able to increase each time while bidding. Like if you have set a starting price of $10 and increment to $2. So each time the customers increase the bid, it will increase like $12, $14, $16 and so on.

Reserved price: A reserve price is the lowest price at which you are willing to sell your item. If you don’t want to sell your item below a certain price, you can set a reserve price. The amount of your reserve price is not disclosed to your bidders, but they will see that your auction has a reserve price and whether or not the reserve has been met. If a bidder does not meet that price, you are not obligated to sell your item.

Buy it now price: Buy it now disappears when bid exceeds the Buy now price for normal auction, or is lower than reverse auction.

auction start date

Auction Start date: You have to put the date you want to start the auction on. This can be the current time or a time that is coming 4 days later.

Auction End date: The time you will stop taking bids. After exceeding this time, people will not be able to bid on that product. You can also hide expired auction products from Simple Auction Settings.

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1.19.Importing and Exporting Files with product info #

Export

Login with your seller account and navigate to Seller Dashboard -> Tools -> Export and you’ll get something like this.

How to Use Product Export Feature of Dokan
How to Use Product Export Feature of Dokan

Select the option you need and hit the Export button. A .xml file with all your product data will be compiled and downloaded. Keep the file in a secure storage and you can use it later upon any accidental delete, or restore lost data if the site gets hacked. So this add-on will actually save you from any unwanted situation.

Importing

Importing is as simple as exporting. Just select the previously exported .xml file and click the red import button. Your product information would be restored shortly. However, you must restore the image files for the products in the plugin folder manually.

dokan import

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1.20.Turning on and off Vacation mode #

How to turn on vacation mode

When you want to go to vacation or just want to turn off your store publicly, you can turn on vacation mode by going to yourSeller Dashboard > Settings. Scroll down until you see Go to Vacation. Mark the check box and type a custom message in the Set Vacation Message text box. What you type here will show up as a notice on top of your public store as long as the Vacation mode is turned on. Click Update Settings button to save changes and turn on vacation mode.

wOWrx3L

 

How to turn off vacation mode

Simply go to Seller Dashboard >Settings and uncheck Go to Vacation, then click Update Settings. This will turn off the vacation mode and return all your products to public viewing.

Automatic Vacation

If you’d rather turn on vacation mode and turn it off after a certain time, you can set the vacation mode start and end date. Go to Seller Dashboard>Settings, Check Go to Vacation, and choose Date Wise Close from the drop-down menu next to Closing Style.

5KPZABY

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1.21.How to setup and use Store Support #

Customer Store Usage

View Existing Topics

After installing this add-on, the customers and the sellers, both will be able to see a new button on their my-account page. This button is to view the existing support tickets.

View support tickets button for customers

Open a New Support Topic

To open a new support topic, you have to navigate to the store page. Right below the store banner, you will find a button. By clicking on that button, a new modal will open with necessary input boxes. If the user is not logged in, then the prompt box will ask the user to log in and then will let the customer use the support forum.

Login modal - store support

Send support message modal

Notification

If a customer creates a new support topic, then the seller will receive a notification email stating that he has to reply to a support topic containing the link to reply.

Similarly, when a seller replies to a topic, the customer will get a notification email stating that he has got a reply and will contain a link to view that topic.

Seller Store Usage

If the plugin is installed and activated, the seller will see a new menu item in his dashboard menu named Support. He can navigate to the support tickets from there easily.

Support menu for seller

The default tab for the support dashboard page lists all the open or new tickets. There is also two other tabs to view all the tickets in one place and closed tickers in another. The seller can close any topic without opening it from the actions column. If needed, he can re-open a topic too.

Re-open and close topic from support dashboard

Clicking on the topic hash or in the title takes the seller to the details of that ticket. The seller can reply from there and if needed he can change the status of the ticket after replying to that. Please note that, the seller can not change the ticket status without writing anything on the box.

Support Reply Panel

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1.22.How subscriptions work for the Seller #

This allows you, the sellers on your marketplace buy a subscription pack before they can start selling their products. You can define how many products they can sell with each subscription packs, how much it will cost, how long it will be valid, and how many times the billing will recycle. You can also create as many subscription packs as you want.

How it works

This document describes how a seller can activate a desired pack and the admin role behind it.

Buy a Subscription pack

Buy Subscription – Seller

To see the available subscription packs and buy one, seller must go to: Seller Dashboard → Subscription.

Please note that the seller may not buy a subscription pack along with any other product from the marketplace. Due to restrictions in payment gateway, the seller must only purchase the subscription pack at a time, and do other shopping in a separate cart at a later time.

Confirmation – Seller

To check validity, limit of a package seller can simply go to Dashboard > Subscription, something like this will appear.

dokan subscription purchase success

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1.23.Setup and Configure Pushover Notifications #

  • Every seller has their own dashboard on frontend, the following instructions are relative to seller dashboard of Charmprincess.
  • Go to setting, but every seller need to have their own pushover account
  • Please register at pushover.net, verify account.
  • When user is logged in this url- pushover.net, there will user key option at right side.
  • Seller needs to add the user key like the below screenshot in seller dashboard setting.
  • Device Supports –
    • iOS (iPhone, iPod Touch, and iPad)
    • Pushover for Android
    • Pushover for Desktop (Chrome, Firefox, Safari/Mac OS X)

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1.24.Requesting Refunds #

Requesting a refund (Vendor)

Step 1: Customer – vendor negotiation

The customer can start negotiation for refund from the Charmprincess Store Support or product inquiry add on, order note or directly contact the vendor via other means (email. phone etc.).

The customer must provide the order number. If the order has multiple items and the customer only needs one product or one type of product refunded, he must include those details.

Step 2: Sending a request to admin

After the vendor agrees with the customer that he is eligible, the vendor will create a refund request from the seller dashboard against the order.

dokan request refund

dokan request refund 02

dokan request refund modal dialog

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1.25.Processing a Refund (Seller) #

Processing a refund (Admin)

Step 1: Checking and verifying a refund

The admin receives the request at his dashboard wp-admin → Charmprincess → Refund Requests.

To view verify about the refund, the admin should click on the order number.

Step 2: Choosing the refund method

Now from here he can allow reject or delete a request. If the payment was made with PayPal, admin can make an instant refund by clicking the optional “Refund with PayPal” button. For all other cases, use the “Manually refund” button.

dokan refund request

Step 3: Double checking the refund status

Now, the admin can go to the Approved tab and check the refund status and details from there.

dokan request refunded status

How do I know if my refund request is complete? (Vendor)

From your Seller Dashboard, navigate to the order, click on the details and look for order status updates like this.

refund complete vendor

What happens if your vendor mistakenly posts a refund request?

You can delete the refund request, simple.

Press the Cancel / Reject button, the request will be moved to the Cancelled or Rejected tab.

refund cancel

How do you block accidental requests for the same refund?

We only allow one refund request per order at a time. This way, even if you lose internet connection while making a request or something else happens or you forgot about that you made the request already, you will not be able to make a new one until the admin has accepted or rejected or deleted the first one.

request denied

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2.Classified Ads Instructions #

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2.1.How does the ad look? #

Here you can see what a finished sample of a classified ad looks like:

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2.2.Place an Ad #

The Place Ad appears like this on your site when you click the link, after you get past the payment steps (front end view):

The fields that are always required:

  • Title (prepopulated when you have Require Registration turned on in Registration Settings, as shown above)
  • Contact Name (also prepopulated when Require Registration is on)
  • Contact Person’s Email
  • Description

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2.3.Edit Ad #

Edit Ad

Edit Ad is very much like Place Ad, except that instead of entering all data from scratch, you will have the Enter Details form pre-populated with all of the current ad data.

The same restrictions on required fields you have with Place Ad are also present on Edit Ad as well.

When you Edit Ad, you follow the same workflow as Place Ad, but without the payment steps.  So in order to change any images, you must save your ad details first, and then move to the second step of managing images.

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Last updated on December 12, 2015
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2.4.Browse Ads #

The Browse Ads page looks like this when you select the Browse Ads link from the front end of your site:

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Last updated on December 12, 2015
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2.5.Browse Categories #

The Browse Categories page looks like this when you select a category and click Select Category from the Browse Ads page of your site:

This is a just a demo – actual site will look a little different. 

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Last updated on September 14, 2017
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2.6.Search Ads #

Clicking on Start Search will take you to the Browse Ads page, filtered for the results you asked for in Search Ads.

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Last updated on September 14, 2017
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Please note: This guide is just for instructional purposes and parts of the site may differ slightly from this Seller Guide.

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