Overview of the Market Hub Manager admin area

Order reports

The Download Order Reports section allows you to do just that.

There are three types of reports available to download: a customer order report, an aggregate order report, and a customer email report.

After selecting the report type, set the time range for the report by clicking the From and To fields in turn and selecting a date.

The customer order report contains all orders, with line items, separated out by the customer. This report will be attached to customers' goods at pickup. The aggregate order report is a summary of items purchased separated out by the vendor. The customer email report can be used to send an email to all customers who have placed orders within a given date range.

Any report can be downloaded as a PDF or CSV file. A CSV file can be opened with any spreadsheet application. For the most part, the PDF format is most appropriate for the customer and aggregate order reports and the CSV format is most appropriate for the customer email report.

Managing vendors

The "manage vendors" section provides an overview of vendors associated with the market hub.

The status toggle allows the market hub manager to enable or disable a vendor. Disabled vendors cannot sell in the market hub. The Stripe column indicates whether or not a vendor has connected their Stripe account. If a vendor has not connected their Stripe account through their vendor dashboard, they will not be able to sell in the market hub.

Hovering over a vendor reveals two links: View and Switch To.

The View link simply points to the vendor's store on the front end of the site. The Switch To link allows the market hub manager to simulate the vendor's login without having to enter their password. This is extremely useful for troubleshooting. After switching to a vendor's login, you can switch back to your own by clicking the "Switch Back" link at the very bottom of the page, just under the footer.

Keep in mind that any changes made while switched to a vendor account are real changes performed as the vendor you're switched to.

Configuring market hub settings

To manage market hub settings, click Market Hub in the sidebar and then the Edit link that appears when hovering over the market hub name.

The  status tab contains a single switch that enables or disables the market hub.

The Market Hub Agenda tab allows you to select times and days for the hub's various weekly events. The times set here will trigger automatic email reminders to customers and vendors as appropriate.

The Pick-up Sites tab is where you can define one or more pickup locations, and enable or disable each using the Status option. The locations defined here (if enabled) will be available for customers to choose at checkout.

If your market hub offers delivery, you can enable delivery and set delivery parameters on the Delivery Settings tab.

The Delivery Rates tab allows you to define delivery rates for different zip codes. The appropriate rate will automatically be added to the customer's total at checkout based on whether they have selected the delivery option and the zip code they provide.

The Customization tab for emails allows the market hub manager to customize the content of three automated email notifications: order open, order close, and delivery.

The Customization tab for banners provides the ability to customize the banner that appears on the shop page.

Managing orders

The WooCommerce section shows all orders placed within the market hub.

Orders can be filtered by date or customer using the filtering fields at the top of the list.

Orders can also be filtered using a key word search.

Multiple orders can be selected using the checkbox to the left of the order numbers and bulk actions performed on them. The Apply button must be clicked to finalize the selected action.

Clicking the "Show Sub-Orders" link next to an order shows the suborders for that order, each of which is the portion of the order from a specific vendor.

The suborders for all orders can be revealed by clicking the Toggle Sub-orders button at the top of the list.

The pager allows you to page through orders. If you'd like to see more orders per page, click Screen Options in the upper right and increase the number in the "Number of items" per page field.

Clicking any order or suborder shows its details. The Order Notes sidebar often contains information helpful for troubleshooting.

Managing products

Clicking the Products tab in the sidebar reveals a list of all products sold in the market hub, regardless of their status.

The list can be filtered by user, category, product type, or stock status. Click the Filter button after defining one or more of these filters.

Products can also be searched by key word.

As with orders, multiple products can be selected and acted on in bulk. After selecting the relevant orders, select the Edit option in the Bulk Actions selector and then click Apply to see options for modifying products in bulk.

After setting the appropriate options, click Update at the bottom of the options area to apply the changes. All selected products will be updated.

Click a product's title to open its editing screen, where any product attributes can be changed.

Managing coupons

The Marketing section of the admin area is where coupons can be added, removed, and managed. Click the Marketing link in the admin sidebar to see a list of coupons. Click the Add Coupon button at the top to create a new coupon. Click any of the coupons in the list to change the settings for an existing coupon.

Be sure to select the appropriate market hub in the Market Hub field.

It is advisable to test any coupons you create to make sure they are applying to orders correctly. As long as no one has the coupon code that you create, there is no danger of others using the coupon before it is ready. It's best to test the coupons under your customer login, which you can do by logging in using a different browser so that you can keep your admin login active. It is not necessary to check out to test coupons.

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