9 Clever Ways to Use The WP Sheet Editor

You need a clutter-free WooCommerce store, i.e. keeping products, posts, orders, etc., sorted. So, you can spend more time leveraging growth opportunities.

That’s where an Excel-like spreadsheet or WP sheet editor (WordPress sheet editor) can be of real benefit.

With its powerful features, you can manage your online store quickly and save valuable time, just like you manage tons of data in Excel quickly.

Before we jump to the sheet editor, let’s figure out why we need it.

Why should you use an Excel-like spreadsheet or sheet editor?

Are you tired of opening dozens of pages to edit your posts?

Or sick of waiting for each product page to load and make edits?

You can save time and effort by doing bulk edits using the WordPress sheet editor. This is especially useful if you need to make several updates at once.

That means, updating all blog posts’ titles, order statuses or product prices at once. It lets you quickly search, delete, duplicate or export records. So, you get the correct information as and when required.

Without the spreadsheet editor:

• Data management goes for a toss.
• It is impossible to keep track of time and exact numbers.
• Editing data in bulk, applying filters and duplicating fields are not possible.

So, to ease the process, here’s a solution: Smart Manager.

Smart Manager plugin functions as a reliable Excel-like sheet editor.

Best of all, it’s extremely user-friendly, allowing you to manage tons of data in one place smoothly.

Besides managing data, you can also:

• Edit data in bulk
• Make inline edits
• Apply smart filters for an advanced search
• Export CSV files
• Delete and duplicate data

and more…

Let us dig in deeper and learn how you can better use Smart Manager as a WP sheet editor.

9 ways to use Smart Manager as a WP sheet editor

There are several ways you can use the Smart Manager spreadsheet editor for faster store management. Here, we’ll highlight the major ones our customers use frequently:

Inline edit – updating the order status

When you are handling large data, it is wise to edit data directly. That means within the context of where it is being displayed. Smart Manager lets you inline edit across all post types. So, you can edit directly in the sheet editor.

To do inline edits, simply click on the cell you want to edit, make your changes and Save. You can also inline edit other details using Copy Paste options.

For example, if you want to change an order status from ‘Pending payment’ to ‘Completed’, open Smart Manager and select the Orders dashboard. Click on the cell for that order and change the status accordingly.

Thus, you can make changes quickly without having to open up each record in a separate editor. Give it a try next time you work with Smart Manager and see how much time it can save you!

Another example – you are using the Affiliate for WooCommerce plugin and want to update the description for affiliate tags. Just go to the ‘Affiliate Tags’ dashboard and update the Description section directly.

Learn more about managing affiliate details using Smart Manager here.

Bulk edit – modify prices at once

Smart Manager’s Batch Update/Bulk Edit feature is one of the most powerful and time-saving features available for WooCommerce store owners.

This is perfect for changing several records at once, such as changing product sale prices or stock levels.

Consider it is the sale season and you want to bulk decrease the sale price by 20%:

1. Select the Products dashboard from the drop-down.
2. Select all or as many records as you want or apply search filters to filter records.
3. Click on the Bulk Edit button. It will open up a slide-over panel.
4. Choose the following: Sale Price > decrease by % > 20.
5. Add other fields you want to edit in bulk.
6. Click on Update.

You’ll have your complete sheet updated with all the changes at once!

Take another example. You are using the WooCommerce Subscriptions plugin and some of your subscribers want to upgrade their subscription from monthly to yearly. To update their billing period at once, you need to:

1. Go to the Subscriptions dashboard. Select the required subscribers.
2. Click the ‘Bulk Edit’ icon.
3. Choose the following: Billing Period > set to > year.
4. Click on Update.

You can also Undo all bulk edits if required.

Try Smart Manager live demo

Advanced search filters – finding orders based on status and total

Speed up your updates using Smart Manager’s Advanced Search functionality. Narrow down your search results and get the exact data you want.

For example, you want to fetch all orders based on status and order total for a specific date range. You can use the advanced search with multiple AND, multiple OR, multiple AND + OR conditions and search operators (=, is, contains, etc.):

1. Select the Orders dashboard from the drop-down.
2. Click on the Advanced Search toggle. It will open a slide-over panel to enter search conditions.
3. Enter the conditions.
4. Click on Search.

It will fetch you the required orders.

Similarly, you can search for expired coupons for a date range, products by SKU, blog posts by keywords or look for pages that are published, in the draft or pending, etc.

Say, you want to check how many website blogs are in draft. To do so:

1. Select the Posts dashboard from the drop-down.
2. Click the Advanced Search toggle which will open a slide-over panel to enter search conditions.
3. Select the following: Post Status > is > Draft.
4. Click Search.

Now, you have all the posts on your website that are in draft.

Export data to CSV with filters

Consider having a spreadsheet with all the details and then downloading the CSV file whenever you want. Sounds cool, doesn’t it?

Smart Manager’s Export CSV feature allows you to export CSV files for WooCommerce products (including variations), orders, customers or any other records. You can apply filters, like search, date and column to export desired records.

Say, you want to export all blog data:

1. First, select the Posts dashboard.
2. Show or hide admin columns as required. Let’s say you want to keep the post title, content, name, date and author.
3. Click on the Export CSV button at the top of the dashboard. The file will be downloaded as CSV.

Or, if you wish to export all orders:

1. Select the Orders dashboard from the drop-down.
2. Select every order that you wish to export and click on Export CSV. All selected orders will get downloaded on your device as a CSV file.

Hence, you do not need a separate plugin to export your data. The all-in-one Smart Manager plugin is enough.

Delete/duplicate coupons – take instant actions

To delete expired coupons, you need to:

1. Select the Coupons dashboard.
2. You will see all your coupons in an Excel-like sheet view. Select the coupons you wish to delete.
3. Click on Delete at the top of the dashboard. You can either move them to the trash or delete them permanently.

And, if you wish to duplicate/copy any records, select the coupons and click on Duplicate.

Another way to copy data is using Excel-like fill handles or with Ctrl+C and Ctrl+V.

That’s it. You’ll see the same coupon copies on your dashboard. Then make edits to these coupons as required.

Add new records in one-click

For instance, to add new products:

1. Select the Products dashboard and click on the Add Row icon.
2. A pop-up model will open. Enter the number of products you want to add, say 4.
3. Click on Create.

You can now directly edit product details on the dashboard in the newly created rows. This way, you can add as many records as you want.

Custom views- set up the personalized dashboard

This is quite useful when you want to analyze and edit only limited data all the time.

Smart Manager allows you to create custom views for all WordPress custom post types – WooCommerce products, orders, coupons, users, blog posts, etc.

Once set, it stays the same. So, you don’t need to create the same view every time you visit the dashboard.

For example, you want to create a custom view of all your blog posts containing the following columns: ID, title, status, keyword, meta description and featured image.

1. Select the Posts dashboard.
2. Click the Columns icon in the far-right corner of the dashboard. Enable desired columns by using the drag-and-drop feature and disable the rest.
3. Then, click Update.
4. Click on the Custom Views icon at the top bar and give it a name, such as Fashion Blogs.
5. Click Create.

And, you can see your personalized dashboard wherever you want and directly edit or update.

Print PDF invoices

Printing PDF invoices has become crucial. As a store owner, you do not need to add a separate plugin just for printing invoices.

Smart Manager offers a built-in feature solely to print all/selected order invoices in just a few minutes. That’s Print Invoice on the Orders dashboard.

To print orders:

1. Select orders from the Orders dashboard.
2. Click the Print Invoice icon at the top bar on the dashboard.
3. A preview will open and click Print.

That’s it.

Import products

Import your products to your shop with this default WooCommerce feature and let Smart Manager assist you in managing them flawlessly.

Once all records are imported, you can perform multiple operations on them. You can inline edit, bulk edit, delete them and make copies. Also, use the Advanced Search function to edit them, create custom views and more in seconds.

Hence, Smart Manager as a WP sheet editor is a highly effective and time-saving plugin in WooCommerce, supporting all default post types and custom ones.

Unleash the full potential of Smart Manager

• Add, manage and edit custom orders, products and other post types.
• Set and revert sale prices for promotions.
• Advanced export of orders, products, customers, subscriptions and any WordPress post-type data to CSV.
• Add custom meta field values.
• Quickly change discount rules for many coupons at once.
• Manage WordPress user roles, such as changing user roles, updating passwords, etc.
• Search and bulk edit backorders, offer discounts for backorders and export them.
• Manage and bulk edit custom taxonomies – assign taxonomies to multiple posts at once.

Conclusion

There you have it – nine ways to save time with a WP sheet editor among the hundreds of uses that can benefit your site. I hope the above specifications have inspired you to try out the Smart Manager plugin.

20K+ users rely on the Smart Manager spreadsheet editor to get free from the store administration mundane. You are next!

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