Sales Guide

Layout

These buttons and links are on every single frontend page of The Open Market, and they’re incredibly helpful for navigation.

A – Main Menu Button : quick and easy navigation around the site. It’s pretty much got everything you’ll need at your disposal.

B – Home Button: this button will take you right back to The Open Market’s home page.

C – Search Button: click here to search through The Open Market. Filter by product, categories, locations, Sellers, etc.

D – Wishlist Button: save and keep track of what you’d be interested in.

E – Login Button & Account Button: if you’re not logged in, you’ll be sent to the login page, where you can either login or register. If you are logged in, this button will take you directly to your account page. Same button, two purposes.

F – Navigation Button: quickly and easily find your way through The Open Market with this floating button that’s ALWAYS in the bottom right hand of the screen. (Sellers: this is not available anywhere in the Seller Dashboard.)

G – Footer Links: links to just about everywhere within The Open Market.

H – Back to Top Button: once you’ve scrolled all the way to the bottom of the page, this will take you all the way back up to the top.

Here’s all The Open Market pages

About – learn more about The Open Market.

  • Affiliate Program not quite ready yet!
  • Blog newsletters, emails, social media posts, rants, raves, ideas, etc.
  • FAQ Q&A for Shoppers, Sellers, and the yet-to-be-registered.
  • Policies Terms of Services, Privacy Policy, etc.
  • Settings accessibility, and email subscription settings.
  • Advocacy – gain access to early bird specials, and get your voice heard.
  • Site Guide a handy resource for surfing The Open Market. Note: the site guide isn’t fully set up quite yet, but it will become a priority as soon as The Open Market gains some consistent traction.
  • Support Center The Open Market is all about helping our neighbors, so please don’t hesitate to contact us directly with any questions, comments, or concerns.

•  •  •

Login or Register access to The Open Market!

•  •  •

Shop support your local neighborhood marketplace!

  • Seller List see who’s selling on The Open Market.
  • Shopping Guide not quite fully set up yet.
  • Wishlist save and keep track of what you’d be interested in.

•  •  •

Seller Incentives learn about the benefits and the ease of listing your products at The Open Market.

Note: the site guide isn’t fully set up quite yet, but it will become a priority as soon as The Open Market gains some consistent traction.

Here’s your list of sections for the entire Open Market Site Guide featuring the General Guide, the Shopping Guide, and the Sales Guide.

The General Site Guide

The Shopping Guide

The Sales Guide

  • The Open Market’s Sales Tools:
    • Navigation Button: quickly and easily navigate The Open Market.
    • Seller Registration: get started with The Open Market.
    • Account: manage your Open Market account.
    • Seller Dashboard: manage your Seller account.
    • Seller Profile / Store Details: adjust your frontend profile, etc.
    • Products: add, edit, manage your Open Market listings.
      • Product Types
      • Manage Your Products
      • Product Creation Page
        • Description: name, description, images, categories, tags, etc.
        • Open Market Pay: The Open Market’s premier off-site payment portal.
        • Location Data: optimize your search results.
        • Seller’s Terms: choose your own product terms.
        • Product Data: price, specifications, attributes, etc.
        • Duplication, import/export, assistance
        • Publishing, Deleting
  • The Sales Process
    • How Transactions work

The Open Market is fully functional, but there are a couple sections that are admittedly lacking, or just outright incomplete and/or incredibly sloppy (in my opinion! See if you can find them.) I have every intention of tidying things up in due time. But, my main focus is getting the ball rolling.

For the time being, The Open Market Admin Team would happily set up and manage your entire account if you’re not feeling up to the task, and I’d be happy to walk you through any or every one of the steps involved. I very strongly believe in what The Open Market is capable of, and I’m fully aware that it may take a while for it to catch on. I would HAPPILY help my neighbors where I can. Just reach out directly to hello@theopenmarket.co or visit The Open Market support Center any time.

Your patience is massively appreciated!

This page was last updated on December 20, 2023.

This is a Sales guide designed for Sellers on their path from sign up to making the sale, and anyone who might be interested in becoming a Seller.

Any Seller who is looking for guidance on shopping at The Open Market would likely find their answers in The Site Guide.

Note: all screenshots and descriptions are based on Android’s Firefox and Brave browsers, and Linux/Window’s Firefox and Chrome browsers. Other browsers, devices, and operating systems were tested but not heavily utilized in the creation of this site, or of this page.

Jump to section:

  • The Open Market’s Sales Tools:
    • Navigation Button: quickly and easily navigate The Open Market.
    • Seller Registration: get started with The Open Market.
    • Account: manage your Open Market account.
    • Seller Dashboard: manage your Seller account.
    • Seller Profile / Store Details: adjust your frontend profile, etc.
    • Products: add, edit, manage your Open Market listings.
      • Product Types
      • Manage Your Products
      • Product Creation Page
        • Description: name, description, images, categories, tags, etc.
        • Open Market Pay: The Open Market’s premier off-site payment portal.
        • Location Data: optimize your search results.
        • Seller’s Terms: choose your own product terms.
        • Product Data: price, specifications, attributes, etc.
        • Duplication, import/export, assistance
        • Publishing, Deleting
  • The Sales Process
    • How Transactions work

Welcome to The Open Market Sales guide. This guide was intended for anyone who’s selling on The Open Market. Here we’ll discuss the typical sales process from Seller signup, profile setup, product creation, and making a sale and more.

The Open Market was strongly influenced by some incredible aspects of some popular ecommerce sites. The structure and workflow should feel familiar to you if you’ve done any online shopping or sales at all. That being said, new technologies always have some degree of a learning curve, but it’s well worth the time for us to walk through the details.

This page isn’t quite complete, but sign up to The Open Market Newsletter for updates and more.


The Open Market is all about helping our neighbors, so please don’t hesitate to contact us directly

The Open Market Support Center


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Navigation Button – quickly and easily find your way through The Open Market with this floating button that’s ALWAYS in the bottom right hand of every frontend mobile, desktop, and tablet screen. This button does not show in the Seller Dashboard. Simply press the button, and you’ll be given a list of icons to choose from to quickly navigate around The Open Market.

Depending on what kind of Open Market user you are, you will have different links within the Navigation button. Each button configuration was carefully selected to allow each kind of user to more effeciently navigate The Open Market. There are 3 kinds of Open Market users: Logged-off (no account), Shoppers, and Sellers.

Sellers will see the below button configuration. Since Seller accounts are essentially Shopper accounts with some added features, you’ll notice that this button configuration is just a couple more buttons added to the Shopper list.

A – Shopsupport your local neighborhood marketplace!

B – Wishlist save and keep track of what you’d be interested in.

C – Shopping Guide a helpful resource for shopping at The Open Market.

D – Support Center contact us directly with any questions, comments, or concerns. Click here to learn more!

E – Navigation Button Exit – close out of the expanded button list.

F – Sales Guide a helpful resource for selling your goods and services.

G – Seller Dashboard manage your listings and Seller profile.

H – My Accountmanage your account information. This is stuff like your login email, and Shopper identity. Click here to learn more!


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Seller Registration

Since every Seller account is a Shopper account with added functionalities on The Open Market, anyone wanting to become a Seller will have to visit the Shopper Registration page to become a Shopper, this should take a matter of moments.

Once you have a Shopper account you’ll need to go to the Seller Incentives page, where you’ll find a form to register as a Seller. Once you submit this information, you’ll need to wait for the OM admin team to respond to your registration request – this could take up to 48 hours.

As soon as you’re accepted, you’ll have full access to the Seller Dashboard where you’ll be managing your product listings and Seller profile.


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Open Market Account

Update your Open Market account information like your Shopper details and Shopper details and password; or delete your account. The details on this page are for your Customer Account details and Open Market login credentials only.

On your Account page you’ll see a link to access your Seller Dashboard where you’ll be able to manage all of your store details and products.

It’s important to note that Open Market Seller accounts are Shopper accounts with quite a bit of extra capabilities and access. This means that all Sellers will be able to Shop, and that your Shopper details are your login credentials for the site. You can operate these separately with different names, etc. on your Shopper vs Seller account; but for the sake of simplicity, it would be a smoother process if you have both accounts showing your Seller details. This way, other Sellers on the site will see that its you as a Seller who is Shopping at their store. Feel free to make as many accounts as you’d like if you’d prefer to have your Shopping and Sales details separate from each other, but really – do what fits you. =]


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Seller Dashboard

Your Seller Dashboard is where you’ll be able to add and manage your product listings, store profile, media, etc.


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Seller Profile / Store Details

Sellers can configure certain public settings and fields at the Store Settings. These attributes will only appear on your Seller Profile and not on your products, as avatars, reviews, etc.

  • Seller Logo: a single logo can be added.
  • Seller Profile: Enter a description of you and your store. Get as creative as you’d like. You’ll note that there are no fields here for data like Location, contact, websites, etc. You wouldn’t believe how much time (months) were wasted on trying to get this to work – we’ll get it one day. But, for now, you’ll notice that the text input box has several formatting options in the top bar. They’re great, and we recommend that you use ’em. You can format your Seller Profile to look pretty much however you’d like for it to work, and a little HTML know-how goes a long way here.

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Products

Sellers must have their products approved by the Open Market Admin’s before going public. The process is automatic and shouldn’t take more than a business day or two.

Product Types

Product types will be selected at the Product Data box within the product creation page.

  • Simple products: Definition: a standalone product (item or service), that only have a single price point. This means that the product can be purchased by itself, and it does not include variations. This product can also be linked to other products if there are any recommended add-ons.
  • Variable products: for products that are part of a set or collection. This set of products are similar but they have variable attributes (like time, size, color, rates, styles, etc.) and they could also have differing prices. These products can can be items or services (Goods or Deeds), Physical, and/or Digital. Variable products can be purchased as an individual product, or as a collection, etc. This product can also be linked to other products if there are any recommended add-ons.

Manage your products

All products, regardless of type will be managed at the product creation page, which can be accessed at the Product Management page of the Seller Dashboard. Here you’ll see all of your current products with several information points laid to conveniently sort them.

Each product here has an option for a Quick Edit which has most of the options that you’ll find in the next few sections, but this feature only allows for limited customization. You’ll quickly find this a valuable tool for navigating your dashboard.

On this page you’ll also have the option to trash your products. Once you trash them, you’ll be able to undo the action only once on the screen that follows. But, after this you will no longer have access to the product. If you need to revive a trashed product listing after this point, you’ll need to contact The Open Market Support Center. We’d be happy to help!


Product Creation Page

To access the Product Creation Page you’ll need to either edit a current product, or add a new product – both of these options can be found on the Product Management Page.

Most of the sections below refer to a single metabox on the product creation page.

  • Description
    • Title (box)
    • Description (full and short) (2 boxes)
    • Images (2 boxes)
    • Categories (box)
      • Product categories are the primary way to group products with similar features. You can also link subcategories if desired. And, you can add as many categories to a product as needed, just keep it relevant. Every product must be assigned to at least one category.
      • Since Sellers cannot create Product Categories, we recommend you create a Product Tag (see next section), and (optionally) send us a message (see next bullet.)
      • The Open Market is young, as of writing this we have zero categories. As the site gets built there will be more options to choose from. Currently Sellers are not allowed to create a Category, so you will either need to create Product Tags (see next section) contact The Open Market Support Center, or fill out the Help Box (read more about this towards the end of this whole section!) Both options are effective, but contacting support will more than likely be a bit quicker. Your choice.
    • Tags (box)
      • Product tags are another way to relate products to each other, under product categories. Categories are the main sorting mechanism in The Open Market, whereas tag just specify what the product is. Tags are incredibly helpful in product searches and filters for when your Shoppers are looking for your products. Contrary to categories, there is no hierarchy in tags; so there are no “subtags.” For example, if you sell clothing, and you have a lot of cat prints, you could make a tag for “cat.” Then add that tag to the menu or sidebar so cat lovers can easily find all t-shirts, hoodies, and pants with cat prints.
      • Sellers can create tags or choose from the most popular used tags.
  • Open Market Pay (box)
    • : The Open Market’s premier off-site payment portal.
  • Location Data (Optimize your search results box)
    • : optimize your search results.
  • Seller’s Terms (box)
    • : choose your own product terms.
  • Product Data (box)
    • Product Types
      • On the header of the Product Data box you’ll find a drop down menu to select what kind of Product Type this listing will be. The two options are currently Simple or Variable (both of these are described above.)
      • You’ll notice the Product Data box changes when you switch these two options.
      • Product Attributes
        • Attributes are things like size, color, time alotted, dietary options, etc. and can be intermingled if you so choose. There is a lot of room for customization here, but it’s generally best to keep it simple to maximize sales.
        • Select the Attributes tab in the Product Data on the left. Select Add. Enter the attribute title (eg, time, color, size, etc) Enter the available attribute values using the “|” (shift+) as a separator if you have more than one option. Here are some examples:
          • Attribute Name: Value 1 | Value 2 | Value 3
          • Color: Blue | Green | Red
          • Size: Large | Medium | Small
          • Time: 60 minutes | 45 minutes | 9000 hours
          • Style: Traditional | Deep-Tissue | Open Gangam
      • 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. Therefore it isn’t super duper essential for The Open Market to have this on file, and the customer won’t need it, but it’ll come in handy if it helps you keep your books in order. However, having a SKU attached to a product will absolutely make it easier for anyone to identify the product in case of order mishaps, or cross-referencing to other websites.
        • The SKU field can accept up to 255 characters, which can include alphanumeric values and some special characters. The input is checked using the WordPress 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).
  • Duplication, import/export, Help Box
  • Publishing, Deleting

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The Sales Process


Take me back to the top!

This page is incomplete, but it is a priority to complete this by mid January, 2024 at the latest. Some of the parts are missing, and others are incredibly brief; and the organization is kind of a mess. We apologize for any inconveniences.

For the time being, The Open Market Admin Team (me: Jon) would happily set up your entire account and products if you’re not feeling up to the task. I very strongly believe in what The Open Market is capable of, and I’m fully aware that it may take a while for it to catch on. I would HAPPILY help my neighbors where I can. Just reach out directly to hello@theopenmarket.co or visit The Open Market support Center.

Your patience is massively appreciated!


Everything below this point was copied and pasted from the Woocommerce guide, which MIGHT be helpful if you’re up for parsing through it. The Open Market was built on the Woocommerce framework, so we started out with their default system, and have been massively modifying it to fit our needs.

Adding a simple product

Adding a Simple product is similar to writing a post in WordPress.

  1. Go to Store Manager > Products > Add Product.
  2. Enter a product Title and Description.
  3. Go to the Product Data panel, and select downloadable (digital) and/or Virtual (non-tangible) if applicable.

Product data

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

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. This also allows the customers to see the quantity of your inventory.

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

Options when stock management at product level is disabled. You (the vendor) are responsible for updating the Stock Status.

Options when Manage stock level (quantity) is enabled.

  • Enter the Stock Quantity, and WooCommerce 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.

WooCommerce Product Up-Sells

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 a Nintendo DS to their cart, you may want to suggest they purchase a spare stylus when they arrive at the cart page.

Attributes section

Once you have chosen an attribute from the select box, click add and apply the terms attached to that attribute (e.g., Nintendo DS) 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. Learn more about managing reviews.

Product short description

Add an excerpt. This typically appears next to product imagery on the listing page, and the long description appears in the Product Description tab.

Video embeds (oembed) may be used.

Product images

Add a main product image and a gallery of images. More at: Adding Product Images and Galleries.

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.

Other ways to set as Featured are described in the below section: Mark a product as Featured.

Adding a Service product

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

With Variable products this checkbox is moved to each variation.

Enabling this, disables all shipping related fields such as shipping dimensions. A Service 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 Service box if the downloadable product is not shippable.

Note: If the Completed Order Email doesn’t contain downloadable links, see this Troubleshooting Guide.

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

duplicate

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

Go to WooCommerce > Products and look through the list for a product you wish to replicate, then click Duplicate.

Deleting a product

delete-product-woocommerce

To delete a product:

  1. Go to: WooCommerce > Products.
  2. Find the product you wish to delete.
  3. Hover in the area under the Product name and click Trash.

Filter or sort products

Filtering products

Use the Filter function to get a product count, view products by type, or see which products are On Backorder or Out of Stock.

  1. Go to: WooCommerce > Products.
  2. Select a Category, Product Type and/or Stock Status, or any combination of the three.
  3. Click Filter.

Filter by category

Use the category filter function to filter products by category.

Note: When the site has fewer than 100 categories, the category filter field will appear as a dropdown. When the number of categories reaches 100, an input search will be used instead of a dropdown.

And unlike dropdown, input search will not show all categories, only categories that are tied to some product.

Sorting products

Sorting is different than Filtering, in that you can drag and drop products to re-order them.

  1. Go to: Dashboard > Products.
  2. Select Sorting.
  3. Select a Category, Product Type and/or Stock Status, or any combination of the three.
  4. Click Filter.

You can now drag and drop products in an order to your liking.

Product ID

A WooCommerce Product ID is sometimes needed when using shortcodes, widgets, and links.

To find the ID, go to Products and hover over the product you need the ID for. The product ID number is displayed.

woo-product-id

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.
Allow

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.

Use Advanced Notifications (separate purchase) to help notify someone other than the vendor if backorders are placed.

Please note that in order to fulfill backorders, you would need to find the orders received for the backordered product and then fulfill the oldest ones first by searching for the product on the order screen and then ordering by date.

Most payment gateways charge immediately.

Waitlists (wait to charge customers when an item comes back in stock) are currently being considered as an option. Contact us if you’d like to utilize this option with The Open Market.

Reports

Keep track of your sales!

productvendors-vendorreport

Commission

Commissions at a product, vendor or site-wide level are set by the Store Owner.

If you (the vendor) have enabled Instant Payment or Scheduled Payments (weekly, bi-weekly or monthly), you’ll need a PayPal account to receive payment for commission.

PayPal Setup

The Open Market’s eCommerce framework is built on Woocommerce, which uses a built-in PayPal Mass Payments gateway to pay commissions.

Vendors need to have a PayPal account of any type to receive Instant Payments and Scheduled Payments. Go to PayPal.com to sign up or verify that the email address is correct on your existing account.

Shipping and Fulfillment

The Open Market is not responsible for ANY shipping or product fulfillment. Vendors are responsible for fulfilling and shipping/sending/relaying orders after a customer has bought their product(s).

Tax

The Open Market sets up and places vendors in the correct tax class with relevant rates, according to location.

Email Notifications

Several emails are set up by Woocommerce for vendors, customer, and The Open Market. Here are some of them:

  • Order Email – Notifies vendor of a new order.
  • Canceled Order Email – Sent to notify vendor that customer canceled.
  • Order Note to Customer – Sent to customer when vendor adds a note, e.g., Tracking number, personal thank you.

Sorry, there aren’t any email subscription settings for default Woocommerce emails.

SHOPPING CART

close

For a limited number of sellers for a limited time, we'll set everything up for you and manage your account, completely for free. We only ask for your feedback and for you to tell your neighbors! You can also Register as a Seller now, and skip the waitlist, if you'd like to set things up for yourself and still be included on this offer. Click here to learn more about what it means to be an Open Market Seller!

The plan is to introduce an onsite payment system, listing's fees, and a simple membership fee structure once we've gathered enough data for the best approach. But for now, everything is free - so, act now!

Sign up to the waitlist below or Register as a Seller to get started.

Prerequisites:

  • An established, and somewhat reputable web presence (website, and/or social media).
  • Clearly outlined offerings (goods, and/or services)
  • you must be based in the Western Slope.

Whether this is your first rodeo, or you're a seasoned small business– let’s talk! Click here to learn more about what it means to be an Open Market Seller!

My main focus is on organic growth, but I'm ecstatic about the feedback and interest I'm getting from sellers and shoppers!

Farmers, Artists, Retailers, Jewelers, Carpenters, Auto-Detailers, Massage Therapists, Healers, Underwater Basket Weavers, Specialists, Practitioners, Makers, Shakers, and all of you in between; if you're a Western Slope based small business, we'd love to work with you!

 


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Site Guide // Contact us at the Support Center

  • Shop: support your local neighborhood marketplace!
  • About: learn more about The Open Market.
  • FAQ: answers to common questions.
  • Become a Seller: learn the possibilities!
  • Blog: what's The Open Market talking about?
  • Settings: accessibility, and email settings.

We're grateful you're here!

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