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Woocommerce 101


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The Shopping Cart for WordPress

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Woocommerce 101

  1. 1. WordCamps: Wilmington, NC Sept 23-24th WordCamp US: Nashville, TN, Dec 1-3
  2. 2. Slides Available: Find slides at (will give link at the end of presentation)
  3. 3. WooCommerce: Shopping Cart for WordPress • 09.04.20XX The Shopping cart for WordPress
  4. 4. Choosing WooCommerce Free plugin Perfect if you have more than one product Add-ons will cost you
  5. 5. Installing Woo
  6. 6. WooCommerce Installation Step 1 To install it from your dashboard navigate to WordPress Admin > Plugins > Add New, search for “woocommerce”, and click on “Install Now.” Step 2 Then click on “Activate.”
  7. 7. Step 3 You are then met with a walkthrough to for WooCommerce setup. You can skip this but it’s a good idea to do it. Click on “Let’s Go.”
  8. 8. Step 4 On the page setup screen WooCommerce is notifying you that it will create a few pages for you automatically that are needed to complete the setup. This includes a shop , cart, checkout, and my account pages. Click on “Continue” to let it create these for you.
  9. 9. Step 5 On the store locale setup screen WooCommerce allows you to quickly choose the country and or state you are based out of, the currency, and units for your products. Then click on “Continue.”
  10. 10. Step 6 On the shipping & tax setup screen you can choose whether or not you are shipping physical goods to customers. Remember, WooCommerce can also be used to sell digital products and downloads. And then you can enable sales tax if required. Then click on “Continue.” We will talk about these more in just a minute.
  11. 11. Step 7 On the payments screen you can choose which 3rd party payment processor you want to integrate with. There are options for PayPal or Stripe. Both will charge transactions fees through their services. You can also use plugins to enable other payment processors. Then click on “Continue.”
  12. 12. Payment Gateways These are just some payment gateway options. Many are free but some are $79/year or more. Find a list of options and prices here: /product- category/woocommerce- extensions/payment- gateways/
  13. 13. SSL Certificates 1. Not required but GREAT idea 2. Required if you don’t want customers to leave your site 3. Good investment for security, SEO, and buyer confidence
  14. 14. Complete! Now you can start setting up your products
  15. 15. Settings
  16. 16. Settings WP Admin > WooCommerce > Settings The General tab takes care of your basic information, including your currency, base & selling locations, and display options.
  17. 17. Products Tab - General Your product data, including custom sorting, default displays, measuring systems, product thumbnail dimensions, download methods.
  18. 18. Products Tab - Display This lets you choose which page your products show on be default, but you can also use shortcodes to display products on any pages. You can choise between showing products, categories, or both. And you can choose how products are sorted. Finally, choose image sizes.
  19. 19. Products Tab - Inventory Here’s your opportunity to manage stock. This is a great option if you have limited merchandise or one-of-a-kind merchandise.
  20. 20. Products Tab - Downloadable products Here’s your opportunity to manage stock. This is a great option if you have limited merchandise or one-of-a-kind merchandise.
  21. 21. Taxes Tab - Tax Options Taxation methods are modeled in the Taxes tab — if you wish, you can even disable taxation in your store. Note: this tab will only show up if you have selected the option to charge taxes.
  22. 22. Taxes Tab - Standard Rates In this example, we have a 6% tax rate for all U.S. states except California, which has a 7% tax rate and a local tax rate of 2% for ZIP code 90210. Notice the priorities — this demonstrates how you can ‘layer’ rates on top of another. Contact your accountant You can also import/export tax rates in a CSV file. There is also a (paid) plugin called TaxJar that can help you set up tax rates and keep them updated.
  23. 23. Shipping
  24. 24. Shipping Tab - Zones This allows you to charge different shipping rates depending on where you are shipping Adding new zone 1. Go to: WooCommerce > Shipping > Shipping Zones. 2. Click the Add shipping zone button at the top.
  25. 25. Shipping Tab - Zones 3. Enter a descriptive Zone Name, and select Zone Regions that apply. Regions can consist of: a) Countries, b) States, c) Continents.
  26. 26. Shipping Tab - Zones 4. Select Limit to specific zip/postcodes to further narrow which customers match this zone. For example, you can set a local zone with a specific set of postcodes (one per line); a range of postcodes (e.g. 90210…99000) Select which Shipping Methods are available to this zone.
  27. 27. Shipping Rates 1. Flat Rate, Free Shipping, and Local Pickup are included. 2. Can use shortcodes to multiply by [qty], [cost],[fee] 3. Example : [qty] * 3
  28. 28. Shipping Rates 1. You will probably need a paid plugin if you want to customize using weight and/or size for UPS or USPS 2. Paid plugins are approx $79/year
  29. 29. Shipping Tab - Shipping Options Enable a shipping calculator and if shipping costs should be determined by shipping or billing address.
  30. 30. Checkout Tab Allows you to choose from payment gateways and enable coupons (which we will talk about later) and enable guest checkout.
  31. 31. Checkout Tab Then choose what payment options you will allow. Click on any one to configure it’s options. You can increase these options by installing a payment gateway plugin.
  32. 32. Accounts Tab Edits all front end account display and registration options.
  33. 33. Emails Tab In the Emails tab, you can customize all things customer support. Specifically, you can tailor all the sender options for WooCommerce-generated email, right down the email background color.
  34. 34. Customizing Emails Keep in mind that how you can edit these emails is limited to this If you want more customized emails, you will need to edit PHP code or add a plugin
  35. 35. Customizing Emails And by edit PHP code, I mean like this
  36. 36. Updates
  37. 37. Updates Updates can get tricky if you make changes to the theme files. After you do a update, check under WooCommerce > Status > System Status for any templates that need to be updated as well. *Note: only developers should change theme files. If you have a developer alter your theme files for Woo, you will need to have a developer to oversee updates as well.
  38. 38. Adding Products
  39. 39. New Menu Items The first alteration you’ll notice is the addition of two new tabs to your dashboard’s side menu, named WooCommerce (your general settings area) and Products (your products settings area).
  40. 40. Adding Products To get started setting up your e-store, go to WordPress Admin > Products > Add Product to add your first product. Create a title and short description for the product. Here’s what just a title & description looks like in a live preview.
  41. 41. Product Short Description With the product short description screen widget, you can create a short tagline for the image that will be displayed under the product title.
  42. 42. Product Data Here you can put in all the product info and choose if the product is going to be a Simple Product or Variable.
  43. 43. Variable Products Each item can have it’s own price, image, and other info
  44. 44. Variable Products This is an example of a variable product with different colors, sizes, and designs.
  45. 45. Product Categories, Tags, Images, and Galleries
  46. 46. Product Categories, Tags, Images, and Galleries
  47. 47. Managing Products
  48. 48. Managing Products In the other pages under WordPress Admin > Products, you can view your products, categories, tags, shipping classes, attributes, and calendar. Each of these pages look like the standard WordPress Admin > Posts > Categories page, except the product view.
  49. 49. Managing Products Don’t forget to use Bulk Actions to edit multiple products at once.
  50. 50. Managing Orders
  51. 51. Orders WP Admin > WooCommerce > Orders This page displays a list of your current purchases and orders. If you sell digital products, there’s not much to do here other than see who bought what. But if you sell physical goods, here’s where you can organize what products you need to ship and what orders are being processed or put on hold. Order status
  52. 52. Order status Order statuses let you know how far along the order is, starting with Pending and ending with Complete. The following order statuses are used:
  53. 53. Coupons
  54. 54. Coupons WordPress Admin > WooCommerce > Coupons [> Add New] WooCommerce has several powerful options for adding new coupons to your e-store. In the coupon editing screen, the coupon data screen widget allows you to customize the coupon discount and restrictions.
  55. 55. Reports
  56. 56. Reports You can view charts and graphs of your sales, orders, and shipping costs over five different time periods. Each graph can be limited to the sales of a particular product, product category, or coupon. In the Customers tab, you can view your customer acquisition over the same five time periods. Lastly, you can also view your low in stock, out of stock, and most stocked products in the Stocks tab. All this data can be exported in a CSV sheet.
  57. 57. Conclusion
  58. 58. NOT a 5-minute setup but... 1. You might not need all these steps 2. If you go through it carefully, you won’t forget anything 3. The main part is FREE - you may not be able to get away with free, but it still could be much cheaper than other options
  59. 59. Thank you! 1. Find slides at 2. Follow my blog at 3. Contact me at