This guide provides and overview of the user registration process, the vendor & pending vendor roles, and the admin management of users and vendors.
Vendor & Pending Vendor Roles
- Once WC Vendors is installed and activated, there will be two new WordPress roles created: Vendor and Pending Vendor.
- You can view these roles by going to the WordPress admin panel, then navigate to USERS. Click the Drop-down box that says, “Change role to…”.
- Users should register from the WooCommerce my-account page registration, and then check the “Apply to Become a Vendor” checkbox if they are interested in joining your site as a Vendor. If they do not check the box, they will be registered with the WooCommerce Customer role.
If you have chosen to Approve Vendor Applications Manually (Wp Admin > WooCommerce > WC Vendors > General: Approve vendor applications manually (checked) ), then users will first be given the Pending Vendor role when they apply to become a vendor on your site. Both admin and the pending vendor will be sent an email notifying of the application/pending vendor status.
After ticking the “Apply to Become a Vendor” checkbox and then clicking REGISTER, the pending vendor will be redirected to the vendor dashboard, and will see this message:
Admin will need to approve these applicants before they will be given the Vendor role and the permissions to list products, set up their shop, view the vendor dashboard etc. Admin can also deny the applicant. To approve or deny the pending vendor and ensure that an email is sent to the pending vendor to notify them of their approval or denial, please follow these steps:
- Navigate to the WordPress administration menu > Users. You will now see that there is a pending vendor user.
- Click on the pending vendor link at the top of the page.
- Once on the pending vendor screen, hover over the username of the pending vendor to see the options : edit | delete | view | approve | deny .
- If you click APPROVE or DENY from this screen, the pending vendor will be sent an email notifying them the approval or denial of their application.
If the vendor is approved, they are given the VENDOR role, and can now visit your site and access the vendor dashboard to configure their shop and list products on your site.
If you have chosen to allow automatic approval of vendors (Wp Admin > WooCommerce > WC Vendors > General: Approve vendor applications manually ( NOT checked ) ), then the users who check the “Apply to Become a Vendor” checkbox during registration will be given the vendor role. This will allow them to immediately view the vendor dashboard to begin setting up their shop and adding products to your site.
After ticking the “Apply to Become a Vendor” checkbox and then clicking REGISTER, the automatically approved vendor will be redirected to the vendor dashboard, and will see the vendor dashboard page:
If you have chosen to manually approve vendors, the Vendor role will be given to Pending Vendor after you approve them.
Admin Vendor Management
Administrators have several options to manage vendors, their capabilities and their data.
- Much of the initial settings for vendors can be configured in the first basic steps of setup in the WC Vendors admin options screens, as detailed in the Configuration section here: http://docs.wcvendors.com/knowledge-base/wc-vendors-setup-guide/
- Admin also have options to edit or add vendor info on the user screens. This can be done by going to the WordPress admin panel, then navigate to USERS. Click on the username (vendor) you wish to edit.
- Admin can add a special commission rate just for this specific vendor (this will override the site default rate set in Wp Admin > WooCommerce > WC Vendors > General), change the vendor’s role if necessary, add the shop name and description for the vendor.. among other options.
- Admin also have the option to assign the vendor role to already registered users who do not currently have a vendor role. To do this, navigate to the WordPress admin panel, then to USERS. Click on the username of the person you wish to grant the vendor role. On their user screen, you’ll see Roles with a drop-down box to select a role for this user. Choose Vendor.
- Admin can also assign products to vendors. This is useful if you need to help the vendor add products, CSV upload products for a vendor, or if you have already existing products on your site that will now be sold by this particular vendor.
To do this, navigate to the WordPress admin panel menu > Products. Find the product you wish to edit, and click edit.
On the product add/edit screen, there is a drop-down box for VENDOR. Select the username of the vendor you wish to assign to this product. Save. The vendor now “owns” this product and it will appear in their shop.