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
Name
First Last
Email
Website
Store Address
This is where your business is located. Tax rates and shipping rates will use this address.
Address line 1
Address line 2
City
Country / State
Postcode / ZIP
General options
Selling location(s)
Except which countr(y)ies?
Which specific countr(y)ies?
Shipping location(s)
Which specific countr(y)ies you will sell to?
Enable coupons
- Enable the use of coupon codes
Coupons can be applied from the cart and checkout pages.
Calculate coupon discounts sequentially
- Yes, calculate coupon discounts sequentially
When applying multiple coupons, apply the first coupon to the full price and the second coupon to the discounted price and so on.

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.
My Shipping Zone(s)
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
Calculations
- Enable the shipping calculator on the cart page
- Hide shipping costs until an address is entered
Shipping destination
- Default to customer shipping address
- Default to customer billing address
- Force shipping to the customer billing address

Some settings for the handling of taxes
Enable taxes
- Yes, enable tax rates and calculations
Rates will be configurable and taxes will be calculated during checkout.
Standard Tax Rate (Percentage)

Please add your standard tax Percentage, e.g 21% or 24%
Additional Tax Rates (Percentages)

Please add your additional tax rates, if any. E.g. Reduced rate 9% or Zero rate 0%
Prices entered with tax
- Yes, I will enter prices inclusive of tax
- No, I will enter prices exclusive of tax
This option is important since it will affect how you input your prices.
Calculate tax based on
This option determines which address is used to calculate tax
Display prices in the shop
Display prices during cart and checkout
Price display suffix

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.
Display tax totals
VAT Number

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.
Payment methods

you cab have multiple payment options, e.g. PayPal, Direct Transfer, Cash on Delivery
Accounts
Guest checkout
- Allow customers to place orders without an account
- Allow customers to log into an existing account during checkout
Account creation
- Allow customers to create an account during checkout
- Allow customers to create an account on the "My account" page
- When creating an account, automatically generate an account username for the customer based on their name, surname or email
- When creating an account, automatically generate an account password
Privacy policy
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)
Terms and Conditions
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.
If you have already a (preliminary) Privacy Policy or Terms and Conditions you can upload them here.
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.
Retain inactive accounts (Months)
Retain pending orders (Days)
Retain failed orders (Days)
Retain failed orders (Days)
Retain cancelled orders (Days)
Retain completed orders (Months)
Return and Exchange policies
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.
Company Number

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.
Retain ended subscriptions (Months)

Finally
Questions and / or comments
If you still have any questions regarding the items on this form, feel free to ask,
File
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
CAPTCHA
Name
This field is for validation purposes and should be left unchanged.

WooCommerce Settings Questionnaire

Store Address

General options

Inventory

Shipping Options

Accounts

Finally