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WooCommerce Wholesale Store Branding and Client Experience Guide

Overview. This guide provides comprehensive instructions for managing your wholesale store's branding and client-facing elements using WooCommerce and the Flourish Plugin.

Admin CG
Updated by Admin CG

Overview

This guide provides comprehensive instructions for managing your wholesale store's branding and client-facing elements using WooCommerce and the Flourish Plugin. It covers essential aspects of store presentation, customer management, and user experience optimization.

Store Branding Elements

Product Presentation

  1. Product Images
    • Add product images directly in WooCommerce after items sync from Flourish
    • Maintain consistent image dimensions across all products
    • Consider using a standardized background for product photos
    • Images should be high quality but optimized for web performance
      • File size should be under 200KB per image
      • Use JPG format for product photos (PNG only if transparency needed)
      • Recommended dimensions: 1000-2000 pixels on the longest side
      • Use descriptive file names with product SKUs for better organization
      • Consider using image compression tools like TinyPNG or ImageOptim
      • Enable lazy loading for images to improve page load times
        • WordPress: Go to Settings > Media and check the box for "Lazy-load images"
        • Theme: Go to Appearance > Customize and look for Performance or Media settings (location varies by theme) to enable lazy loading option if available
  2. Product Descriptions
    • Edit product descriptions in WooCommerce after initial sync
    • Maintain consistent formatting across all descriptions
    • Use HTML formatting for better readability
  3. Categories and Navigation
    • Categories import automatically from Flourish
    • Organize categories in WooCommerce admin panel
      • Go to Products > Categories in WooCommerce dashboard
    • Create logical groupings for easy navigation
    • Consider using subcategories for complex product lines
    • Edit category details:
      • Display name (customer-facing name)
      • Slug (URL-friendly version)
      • Description (appears on category pages)
      • Thumbnail image (category preview)
      • Set category thumbnails for menu display
    • Customize category display settings:
      • Configure category description placement
      • Manage category menu order
      • Control visibility of empty categories
    • Best Practices:
      • Keep category names clear and concise
      • Use consistent naming conventions
      • Limit hierarchy to 2-3 levels for easy navigation
      • Consider mobile users when structuring menus
      • Regularly review and clean up unused categories

Store Customization

  1. Theme Settings
    • Maintain brand color consistency. If you have a brand guide, share it with Flourish. You can set specific colors within the Theme settings.
    • Header Configuration (Universal Steps). Navigate to Appearance > Customize and look for "Header" or "Header Options." Configure elements such as:
      • Logo placement and size
      • Navigation menu layout
      • Search bar position
      • Cart icon visibility
      • Login/Account button placement
      • Mobile menu settings
      • Additional header features:
      • Announcement bars
      • Age verification notice
      • Contact information display
      • Social media icons
    • Flourish-Provided Theme Specifics for Header:
      • Access Quick Settings panel
      • Configure sticky header options
      • Set up mega menu if needed
      • Customize header transparency
      • Adjust header padding and spacing
    • Footer Configuration (Universal Steps). Navigate to Appearance > Customize > Footer and set up common elements such as:
      • Copyright information
      • Payment method icons
      • Newsletter signup (if applicable)
      • Social media links
      • Contact information
      • Legal links (Privacy Policy, Terms, etc.)
      • Configure widget areas if available
      • Set up footer menu navigation
    • Flourish-Provided Theme:
      • Use the footer builder interface
      • Set up footer columns
      • Configure footer widgets
      • Customize footer background
    • Best Practices:
      • Keep navigation clear and intuitive
      • Ensure mobile responsiveness
      • Maintain brand consistency
      • Include necessary legal information
      • Test across different devices
      • Consider load times when adding elements
  2. Brand Assets
    • Use a logical URL (ex: wholesale.brandwebsite.com)
    • Upload company logo
    • Set favicon
    • Configure email templates with brand elements
    • Customize checkout page appearance

Customer Management

Account Setup

  1. User Registration
    • Define your internal verification processes
    • Configure welcome emails with best practices:
      • Keep content clear and concise
      • Include login URL and instructions
      • Add support contact information
      • Link to wholesale catalog
      • Outline ordering process
      • Include license verification steps
      • Set expectations for order approval process
    Additional Considerations:
    • Test emails before going live
    • Check mobile responsiveness
    • Verify all links work
    • Consider adding:
      • FAQ links
      • Product category overview
      • Business hours
      • Order minimums
      • Payment terms information
  2. User Permissions
    • Use roles and capabilities for users
      • Customer (default role for all new registrations)
        • Can view products
        • Can place orders
        • Can view their own orders
        • Can manage their account
      • Shop Manager
        • Can manage orders
        • Can manage products
        • Cannot access WordPress settings
      • Administrator
        • Full access to all featuresConfigure viewing permissions for prices

Shopping Experience

  1. Cart Configuration
    • Set cart timeout periods
    • Enable/disable specific payment methods
  2. Order Management
    • Configure order status notifications
    • Set up order confirmation emails
    • Customize shipping notifications
    • Configure payment terms display

Security and Access Control

Age Verification

  1. Age Gate Setup
    • Install and configure Age Gate plugin
    • Customize age verification page
    • Set up verification requirements
    • Configure redirect rules

Site Protection

  1. Access Control
    • Configure password protection
    • Set up Flourish WooCommerce Lock
    • Manage user session settings
    • Configure login page customization

Best Practices

  1. Performance Optimization
    • Optimize image sizes
    • Enable caching
    • Regular performance monitoring
  2. Content Management
    • Regular content updates
    • Consistent brand voice
    • Clear pricing display
    • Updated inventory management
  3. Customer Communication
    • Professional email templates
    • Clear order status updates
    • Automated notifications
    • Custom error messages

Maintenance and Updates

  1. Regular Tasks
    Pro tip: Use the site every once in awhile to experience what your customer experiences.
    • Update product images
    • Review and update descriptions
    • Check category organization
    • Monitor user feedback
  2. System Updates
    WooCommerce will notify you about...
    • Plugin updates
    • Theme updates
    • Security patches
    • Feature additions

How did we do?

Flourish WooCommerce Wholesale Configuration Guide

Flourish Wholesale Portal User Guide for Buyers

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