The document provides instructions for setting up an e-commerce site using WordPress and WooCommerce. It covers preparing the site by ensuring server requirements are met, installing WordPress and WooCommerce, configuring WooCommerce settings like products, taxes, shipping and payments. It also explains how to create products, categories and tags as well as configure other options like shipping classes and bulk editing.

1. How to Start a WordPress E-commerce
site using WooCommerce
@SzeLiu
#WCMIA
May 30, 2015

2. Agenda
2
☐Preparation
☐Installation
☐Settings
☐Products
☐Other

3. Preparation
! Paperwork
! Business license
! Seller’s permit
! Sales tax
! Server requirement
! PHP 5.2.4 or greater (WordPress)
! MySQL 5.0 or greater (WordPress)
! The mod_rewrite Apache module (for permalinks) (WordPress)
! fsockopen support (for payment gateway IPN access)
! An SSL certificate if you choose to install any direct payment gateways (optional)
! Some plugins for WooCommerce require cURL (optional)
! Some plugins for WooCommerce require SOAP (optional)
! Installing WordPress
! http://codex.wordpress.org/Installing_WordPress
! Installing a theme
! https://codex.wordpress.org/Using_Themes
! WooCommerce compatible
3

4. Agenda
4
"Preparation
☐Installation
☐Settings
☐Products
☐Other

5. Installation – Finding WooCommerce
5
Go
to
Plugins
and
Add
New

6. Installation – Finding WooCommerce
6
Type
“woocommerce
in
the
search
box
and
hit
“enter”

7. Installation – Finding WooCommerce
7
Click
“install
now”
on
the
WooCommerce
plugin

8. Installation – Finding WooCommerce
8
Click
“OK”
to
install
the
plugin

9. Installation – WooCommerce Activation
9
Click
“AcBvate
Plugin”
to
acBvate
the
plugin

10. Installation – WooCommerce Activation
10
Click
“Install
WooCommerce
Pages”
to
install
the
default
WooCommerce
pages

11. Installation – WooCommerce Activation
11
Pages
have
been
installed

12. Installation – Cart Page
12

13. Installation – Checkout Page
13

14. Installation – My Account Page
14

15. Installation – Shop Page
15

16. Installation – WooCommerce Activation
16
Click
“Allow”
if
you
allow
WooThemes
to
collect
non-­‐sensiBve
data
for
diagnosBc
purposes
or
“No,
do
not
bother
me
again”
if
otherwise.

17. Installation – Changes to the Sidebar
17
Once
WooCommerce
is
installed,
you
will
see
it
on
the
sidebar
and
its
different
components.

18. Installation – Changes to the Sidebar
18
Products
and
its
components
are
also
installed
on
the
sidebar.

19. Agenda
19
"Preparation
"Installation
☐Settings
☐Products
☐Other

20. Settings – General Options
20

21. Settings – General Options
21
You
can
enable
it
to
access
your
store
data
from
outside
of
WordPress,
for
example
from
the
WooCommerce
iOS
app
or
other
external
apps.

22. Settings – Products - General
22

23. Settings – Products – Display
23
Select
to
show
products,
subcategories
or
both

24. Settings – Products
24

25. Settings – Products – Inventory
25

26. Settings – Products – Downloadable Products
26

27. Settings – Tax – Tax Options
27
Enable
Taxes
by
checking
the
box

28. Settings – Tax – Standard Rates
28
1.
Enter
your
country
code.
For
example:
US
2.
Enter
your
state
code.
For
example:
FL
3.
Enter
your
zip
code.
For
example:
33139
4.
Enter
your
city.
For
example:
Miami
5.
Enter
your
tax
rate
6.
Enter
a
tax
name
7.
Enter
a
priority
if
you
have
mulBple
tax
rates
8.
Check
if
tax
is
compounded
9.
Check
if
tax
also
applies
to
shipping

29. Settings – Checkout – Checkout Options
29
Highly
Recommended
if
SSL
CerBficate
is
in
place.

30. Settings – Checkout – Checkout Options (cont’d)
30

31. Settings – Checkout – Checkout Options (cont’d)
31

32. Settings – Checkout – Checkout Options (cont’d)
32
Drag-­‐and-­‐drop:
move
the
payment
method
up
and
down
to
set
priority

33. Settings – Checkout – PayPal
33
Enable
PayPal
by
checking
the
box

34. Settings – Checkout – PayPal (cont’d)
34

35. Settings – Checkout – Simplify Commerce
35
There
are
other
paid
credit
card
payment
extensions
such
as
Authorize.net
CIM
and
they
have
similar
se`ngs.

36. Settings – Checkout – Simplify Commerce (cont’d)
36
Sandbox
is
where
you
can
test
your
payment
method
without
being
charged
on
your
credit
card.

37. Settings – Checkout – Simplify Commerce (cont’d)
37

38. Settings – Shipping – Shipping Options
38

39. Settings – Shipping – Shipping Options (cont’d)
39
Drag-­‐and-­‐drop:
move
the
shipping
method
up
and
down
to
set
priority

40. Settings – Shipping – Free Shipping
40

41. Settings – Shipping – Free Shipping (cont’d)
41
Enter
a
Btle
Select
the
country(s)
that
is
allowed
for
free
shipping

42. Settings – Shipping – Free Shipping (cont’d)
42

43. Settings – Shipping – Free Shipping (cont’d)
43
Select
free
shipping
requirement

44. Settings – Shipping – Flat Rate
44
Enable
shipping
method
by
checking
the
box
Select
‘Per
order’,
‘per
item’
or
‘per
class’

45. Settings – Shipping – Flat Rate (cont’d)
45
Add
addiBonal
rates
by
adding
opBon
name
|addiBonal
cost
[+-­‐percentages%]
|
per
cost
type
(order,
class,
item)

46. Settings – Shipping – International Delivery
46

47. Settings – Shipping – Local Delivery
47

48. Settings – Shipping – Local Pickup
48

49. Settings – Accounts
49

50. Settings – Accounts (cont’d)
50

51. Settings – Accounts (cont’d)
51

52. Settings – Emails – Email Options
52

53. Settings – Emails – Email Options (cont’d)
53

54. Settings – Emails – Email Sample
54

55. Settings – Emails – New Order
55

56. Settings - Webhooks
56
A
Webhook
is
an
event
noBficaBon
sent
to
a
URL
of
your
choosing.
Users
can
configure
them
to
cause
events
on
one
site
to
invoke
behavior
on
another.
For
more
info:
hkp://docs.woothemes.com/document/webhooks/

57. Agenda
57
"Preparation
"Installation
"Settings
☐Products
☐Other

58. Products – Creating a Product
58
Enter
the
product
name
Enter
the
product
descripBon
Create
or
select
a
product
cateogory(s)
Hit
“Publish”
or
“Update”
to
show
the
new
or
revised
product

59. Products – Product Data - General
59
Enter
a
SKU
Enter
a
regular
price
Schedule
a
start
date
and
end
date
for
sale
Enter
a
sale
price
if
the
item
is
on
sale

60. Products – Product Data - Inventory
60
Enable
stock
management
by
checking
the
box
Enter
number
of
items
in
stock
Choose
whether
backorders
are
allowed
Choose
whether
the
item
is
“in
stock”
or
“out
of
stock”

61. Products – Product Data – Linked Products
61
Search
for
the
item(s)
you
want
to
upsell

62. Products – Up-sell Sample
62

63. Products – Product Data – Linked Products (cont’d)
63
Enter
the
product(s)
that
is
displayed
with
the
cart
and
related
to
the
user’s
cart
contents.

64. Installation – Cart Page
64

65. Products – Product Categories and Tags
65

66. Products – Publishing Options
66

67. Products – Featured Image
67
Click
to
add
a
main
image
for
the
item
Enter
a
short
descripBon

68. Set Up Products – Product Gallery
68
Click
to
add
other
images
for
the
item

69. Products – Product Sample
69
Image
gallery
Featured
image
Short
DescripBon

70. Products – Shipping Classes
70
Product
shipping
classes
allow
you
to
group
similar
products
for
shipping.
They
work
in
much
the
same
way
as
product
and
post
categories.

71. Products – Shipping and Shipping Classes
71
Select
a
Shipping
Class
Some
extension
such
as
Fedex
Shipping
requires
you
to
enter
weight
and
dimensions

72. Products – Bulk Editing Shipping Classes
72

73. Products – Bulk Editing Shipping Classes (cont’d)
73

74. Products – Shipping Classes – Enabling Debug Mode
74
WooCommerce
>
System
Status
>
Tools

75. Agenda
75
"Preparation
"Installation
"Settings
"Products
☐Other

76. Coupons – Enabling Coupons
76
Make
sure
the
use
of
coupons
is
enabled

77. Coupons – Adding Coupons
77
Create
a
coupon
by
clicking
“Add
Coupon”

78. Coupons – Naming Coupons
78
Enter
the
name
of
your
coupon.
For
example:
holidays20

79. Coupons – Coupon Data – General
79
Enter
the
coupon
amount
Enter
the
date
the
coupon
should
expire.
The
expiry
will
occur
at
12:00
am
on
the
date
chosen.

80. Coupons – Coupon Data – Usage Restriction
80

81. Coupons – Coupon Data – Usage Limits
81

82. Orders
82

83. Orders – Order at a Glance
83

84. Orders – Bulk Actions and Search
84
Perform
bulk
acBons
Sort
by
dates
Search
for
a
customer

85. Orders – Order Status
85

86. Orders – Detail Quick View
86

87. Orders – Chosen Shipping Method
87

88. Orders – Chosen Payment Method
88
View
Complete
Processing

89. Orders – Individual Order Details
89

90. Orders – Changing Individual Order Status
90
Change
order
status

91. Orders – Individual Order Items
91

92. Orders – Edits to Individual Order Items
92

93. Orders – Adding Fees to Orders
93

94. Orders – Processing Refunds
94
WooCommerce
lets
you
process
refunds
for
PayPal.
WooCommerce
>
Se`ngs
>
Checkout
>
PayPal
and
set
up
API
credenBals

95. Orders – Processing Refunds (cont’d)
95

96. Orders – Processing Refunds (cont’d)
96

97. Orders – Processing Refunds (cont’d)
97

98. Orders – Individual Order Custom Fields
98
Create
custom
field
on
the
Orders

99. Orders – Creating Permissions for Downloadable Items
99
Search
for
a
downloadable
product
and
grant
permissions
to
download
when
order
status
changes
to
processing/completed

100. Orders – Order Actions
100
Perform
different
acBons
for
an
order

101. Orders – Order Notes
101
Review
or
delete
order
notes

102. Orders – Add Note
102
Add
a
note
for
customer
or
a
private
note
for
other
team
members

103. WooCommerce Widgets
103

104. WooCommerce Roles
104
• Customer Roles
– A customer has read access only, which is used if a user
registers via the checkout process. This is equivalent status
to a normal blog subscriber.
• Shop Manager Role
– Shop Manager is a role you can give someone you want to
manage the shop but don’t want to make admin. They’re
granted the following capabilities:
o View, edit and manage orders
o View, edit and manage products
o View and edit customer info
o View and print reports

105. Agenda
105
"Preparation
"Installation
"Settings
"Products
"Misc

106. THANK
YOU!
Sze Liu
Phone: (305) 707-1288
Email: sliu@852cmd.com
Social media: @szeliu
106