Adding and Managing Products

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

Product Categories

Product categories and tags work in much the same way as normal categories and tags you have when writing posts for your site. They can be created, edited, and selected at any time. This can be done when you first create a product or come back and edit it or the category/tag specifically.

Attributes

These can be added per product, or you can set up global attributes for the entire store to use (e.g., in layered navigation).

To learn more, see: Managing Product Categories, Tags and Attributes.

Product Types

With attributes and categories set up and stock management configured, we can begin adding products. When adding a product, the first thing to decide is what type of product it is.

  • Simple– covers the vast majority of any products you may sell. Simple products are shipped and have no options. For example, a book.
  • Grouped– a collection of related products that can be purchased individually and only consist of simple products. For example, a set of six drinking glasses.
  • Virtual– one that doesn’t require shipping. For example, a service. Enabling this, disables all shipping related fields such as shipping dimensions. A virtual product will also not trigger the shipping calculator in cart and checkout.
  • Downloadable– activates additional fields where you can provide a downloadable file. After a successful purchase, customers are given a downloadable file as a link in the order notification email. This is suitable, for example, for a digital album, PDF magazine, or photo.
  • External or Affiliate – one that you list and describe on your website but is sold elsewhere.
  • Variable– a product with variations, each of which may have a different SKU, price, stock option, etc. For example, a t-shirt available in different colors and/or sizes.

SKU

SKU, or Stock Keeping Unit number, is a unique number assigned to a product for, amongst other things, the purpose of keeping track of inventory.

The SKU field can accept up to 255 characters, which can include alphanumeric values and some special characters. The input is checked using the Red OnX function santize_text_field, which means HTML, invalid UTF characters, and octets will be removed when saved (an octet is defined by % followed by 2 characters with a value in the range of a-f or 0-9).

Adding a Simple Product

  1. Go to Products > Add New Product. You then have a familiar interface and should immediately feel at home.
  2. Enter a product Title and Description.
  3. Go to the Product Data panel, and select the type of product (Simple, grouped, external/affiliate, variable product, simple subscription, variable subscription, bookable product)

Product Data

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

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

General section

  • Price
    • Regular Price– Item’s normal/regular price
    • Sale Price– Item’s discounted price that can then be scheduled for certain date ranges. The sale expires at 11:59pm of the specified end date
  • Tax
    • Tax status – Taxable / Shipping only / None
    • Tax class – Choose which tax class should be applied

Inventory section

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

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

When stock management at product level is disabled, you are responsible for updating the Stock Status.

Options when Manage stock level (quantity) is enabled.

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

Shipping section

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

Linked Products section

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

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

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

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

Attributes section

On the Attributes tab, you can assign details to a product. You will see a select box containing global attribute sets you created (e.g., whole beans). More at: Managing Product Categories, Tags and Attributes.

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

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

Advanced section

  • Purchase note– enter an optional note to send the customer after they purchase the product.
  • Menu order– custom ordering position for this item.
  • Enable Reviews– enable/disable customer reviews for this item. 

Product Short Description

Taxonomies

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

Product Images

Add a main product image and a gallery of images. 

Setting catalog visibility options and feature status

In the Publish panel, you can set Catalog Visibility for your product.

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

 

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

Adding a grouped product

A grouped product is created in much the same way as a Simple product. Grouped products are like lists of other products in your shop, and as a result do not have prices or stock numbers of their own. To create one, select Grouped Product from the Product Type dropdown.

Create the Grouped product

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

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

  • Create products and add them
  • Add existing child products

 

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

Add products to the group

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

Adding a virtual product

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

With Variable products this checkbox is moved to each variation.

If you set as a virtual product, all shipping related fields such as shipping dimensions will be disabled. A virtual product will also not trigger the shipping calculator in cart and checkout.

Adding a downloadable product

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

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

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

Download links will be included in the Completed Order Email

Adding an external/affiliate product

Select ‘External/Affiliate’ from the product type dropdown. This will change the Product data metabox a bit. It first removes the shipping section from the left side. It then adds two new fields in the General section, the Product URL and Button text fields. The Product URL field is the destination where users can purchase this product. Then the Button text lets you change the normal Add to cart button text to your preferred text.

Adding a Variable Product

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

See our Variable Product docs for a guide on creating a product with variations.

Duplicating a Product

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

Go to Products and look through the list for a product you wish to replicate and click the product to open the edit screen. 

At the bottom of the top right Publish window is an option to copy to a new draft.

Deleting a Product

  1. Go to: Products.
  2. Find the product you wish to delete.
  3.  Click in the product bar to expand the view, and then click Delete.
  4. The product will be moved to the trash. Once it is in the trash, you can either restore the product if deleted by accident, or you can delete it permanently. 

Filter by category

To help find your products more easily, you can sort them by any category. Go to  Products and then click on a category listed on the right side of the screen. 

The number to the left of each category shows the number of products that category is currently assigned to.

You can reorder your products by grabbing the “hamburger” or three dashes at the right of each product bar and drag the product where you want it.

Allow backorders

Select whether to allow Backorders from the dropdown, if you are managing stock on a product. You must check Manage stock to allow backorders.

When Managed stock is checked, there are three dropdown options for under Allow backorders:

  • Allow. This will allow backorders without any notice if the product is out of stock
  • Do not allow. There will be a notice on the product page that product is out of stock. If Stock notifications is checked, customers will be able to leave their email address to get notified.
  • Allow, but notify customer. There will be a notice “Available on backorder” on the product page.

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

When backorders are allowed, stock quantity can go below 0 following backorder purchase.