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WooCommerce Settings Questionnaire

1General
2Products
3Shipping
4Payments
5Policies
6Finally
  • Dear customer,

    You have probably received the link to this form with the request to fill it out for us. So, kindly fill out the questions below. This is just a sum up of the most important settings of WooCommerce, the shop plugin.

    Anything you enter below can be altered and edited later on in the process, so don't worry about giving the wrong answer or if you are not sure yet. This is just an inventory to speed up the process and to have you think about the possibilities of your shop.

    If any questions, do not hesitate to contact us, or put them at the end of this form and we will contact you.

    Thanks so much,

    DP Websolutions

  • Store Address

    This is where your business is located. Tax rates and shipping rates will use this address.
  • General options

    Coupons can be applied from the cart and checkout pages.
    When applying multiple coupons, apply the first coupon to the full price and the second coupon to the discounted price and so on.
  • Inventory

  • Add as many zones as you need – customers will only see the methods available for their address.

    You can add multiple shipping zones if you already know them. In that case, add:

    1. The zone name (just for our reference),
    2. Its zone regions (e.g. The Netherlands, or Great Britain (it is also possible to limit a zone to specific ZIP/postcodes).
    3. Finally, you can add multiple shipping methods per zone. Only customers within this zone will see them, e.g.
      • Flat rate,
      • Free Shipping,
      • Local Pick up.
    The list of shipping methods can expand if you have a contract with for example DHL, or the post office. For this form it is enough if you tell us if you have thought about it or not. We will discuss this all in detail when the time comes.
  • A shipping zone is a geographic region where a certain set of shipping methods and rates apply.

    For example:

    • Local zone - California ZIP 90210 - Local pickup
    • US domestic zone - All US states - Flat rate shipping
    • Europe zone = Any country in Europe - Flat rate shipping, Local pickup
  • Shipping Options

  • Some settings for the handling of taxes

    Rates will be configurable and taxes will be calculated during checkout.
  • Please add your standard tax Percentage, e.g 21% or 24%
  • Please add your additional tax rates, if any. E.g. Reduced rate 9% or Zero rate 0%
    This option is important since it will affect how you input your prices.
  • This option determines which address is used to calculate tax
  • Define text showing after your product prices. This could be for example, "inc. VAT" to explain your pricing. You can also choose: show the prices with or without tax behind the product price.
  • Some countries require your VAT registration number on the site. It will give anyway a trustworthy feeling to your customers to have it up there.
  • Usually the target of a shop is to make money. So you have to think about which ways a client will be able to pay to you. For example, by credit card, debit card and with which provider. Different providers allow different options. You have to register with that provider, and this may or may not be free.

    Also, mind that payment providers ask money for their services. For example, 2.90% + 0.35 cent per transaction. Sometimes you can choose lower flexible costs with a fixed monthly fee for example, which may become interesting if your shop grows bigger.

    Note that for some providers a gateway plugin has to be acquired which have additional, sometimes yearly costs. Popular providers with free integration in WooCommerce are PayPal and Stripe. However, this can vary per country. Check out online stores of your size in your country or ask us for help if you find it difficult to decide.

  • you cab have multiple payment options, e.g. PayPal, Direct Transfer, Cash on Delivery
  • Accounts

  • To be GDPR compliant a webshop needs to have a privacy policy
  • Feel free to download this Privacy Policy example template.

    Privacy Policy Example (template)

  • It is advisable to have terms and conditions agreement for your website but it’s not mandatory by law in most countries. There are certain advantages for you if you have Terms and Conditions specified for your website. For example, as Terms and Conditions is a legal agreement, you can take action against the user who is misusing or abusing the website by posting inappropriate content, or for harmful language. As you are the owner of the website, all the contents, logo and design belongs to you except when the content is generated by the users on your website. So the terms and conditions inform the users that the right on content belongs to the owner. Finally, it will make your site more trustworthy for your customers.
  • Max. file size: 256 MB.
  • Personal data retention
    Choose how long to retain personal data when it’s no longer needed for processing. Leave the following options blank to retain this data indefinitely.
    Note: Orders which are related to subscriptions will not be included in the orders affected by these settings.
  • It could be part of your terms and conditions, however adding a separate policy for returns and exchanges is a great option to, to inform your customers and earn there trust. Also you can explain your delivery options in more detail and give other information. These policies can be linked anywhere on the site, for example in the footer, or made into a Frequently Asked Questions section.
  • Some countries require your Company registration number on the site. It will give anyway a trustworthy feeling to your customers and the ability to check if the company exists.
  • Finally

  • If you still have any questions regarding the items on this form, feel free to ask,
  • Drop files here or
    Max. file size: 15 MB.
      If you have any additional files you want to hand over already, you can upload them to this form
    • This field is for validation purposes and should be left unchanged.

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