Getting Started with WooCommerce


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Using the free WooCommerce plugin, by WooThemes, this presentation steps through the process of installing & configuring the plugin, for first time eCommerce users. It shows how easy it is to add in all of your product data along with viewing your orders and sales reports.

Published in: Technology
  • Hi Michael,

    It doesn't handle this situation straight out of the box, but I'm sure there's something you could do.

    One solution, off the top of my head, is having a separate form whereby companies can request a reduced tax rate. On the form, you'd prompt them to upload a copy of their certificate. Once you've verified the certificate is valid, you could then email them a coupon code that they can use upon checkout that provides them the appropriate discount.

    Hope this helps.
    Are you sure you want to  Yes  No
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  • Hi, Thanks for the slides. I'm looking into woocommerce, but I can't find an answer to my special need. If I have a reduced tax rate (for film production companies in California) is there a way to restrict this to certified companies. For example, the company needs to be registered with the state.

    Therefore, to prevent just anyone from choosing the reduced rate, the company's certificate has to be checked first. Can this be done with woocommerce? Can a transaction (with a reduced tax rate) not be immediately processed until the company is verified?
    Are you sure you want to  Yes  No
    Your message goes here
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Getting Started with WooCommerce

  1. 1. #wcmelbAnthony Hortin@maddisondesignsGetting Started withWooCommerce
  2. 2. #wcmelb @maddisondesignsA WordPress eCommerce toolkit thathelps you sell anything. Beautifully.“ ”
  3. 3. #wcmelb @maddisondesigns✓ WooCommerce 2.0+ has been fully security audited bythe leading WordPress security firm Sucuri.✓ Use the reports to get a birds-eye view of your storesperformance.✓ Run complex coupon campaigns.✓ Setup Intricate tax & shipping options.✓ Customers can check out quickly and efficiently✓ Allow customers to leave reviews & ratings for products.FeaturesFeatures
  4. 4. Installs like any other WordPress pluginDownload fromWordPress.orgInstall from yourWordPressdashboardDownload fromWooThemesInstalling
  5. 5. #wcmelb @maddisondesignsActivate & automatically install the default pagesInstalling
  6. 6. Dashboard modulesRight NowA statisticaloverview of yourstoreRecent OrdersLists your mostrecent ordersRecent ReviewsList your recentcustomer reviewsMonthly SalesShows salequantities &amounts p/mthWhere to find things
  7. 7. Shop ManagementOrdersView & manageyour ordersReportsView sales,customer & stockreportsCouponsView & addcouponsWhere to find things
  8. 8. Shop ManagementSettingsMain WooComerceconfigurationsettingsSystem StatusProvides usefulsystem stats onyour siteWhere to find things
  9. 9. ProductsView & manageyour ProductsAdd ProductAdd a newproductCategoriesView & manageproduct categoriesProduct ManagementWhere to find things
  10. 10. TagsView & manageproduct tagsShipping ClassesView & manageshipping classesAttributesView & manageproduct attributesProduct ManagementWhere to find things
  11. 11. #wcmelb @maddisondesignsFirst up, configure your WooCommerce settingsConfiguring
  12. 12. General tab✓ Define your store location, currency & allowed countries✓ Configure whether customers can register accounts✓ Enable/Disable Guest checkouts✓ Enable/Disable use of CouponsSettings
  13. 13. Catalog tab✓ Default product sorting & shop contents(products and/or categories)✓ Define product data fields (SKU, Weight, Dimensions)✓ Define pricing format (Decimals, Seperators)✓ Define image sizes (Catalog, Single product, Thumbnails)Settings
  14. 14. #wcmelb @maddisondesignsPages tab✓ Configure the core WooCommerce pagesMost can be left as default as they’re automatically setwhen you install the default WooCommerce pagesSettings
  15. 15. #wcmelb @maddisondesignsInventory tab✓ Enable/Disable stock management✓ Enable low/out of stock notificationsSettings
  16. 16. Tax tab✓ Enable/Disable taxes & tax calculations✓ Define whether shop prices are inclusive/exclusive of tax✓ Ability to define multiple tax classes (Std, Reduced, etc.)✓ Set tax rate based on country and/or stateSettings
  17. 17. Shipping tab✓ Enable/Disable shipping calculations✓ Enable/Disable multiple shipping methods✓ Configure shipping rates based on CountriesSettings
  18. 18. Payment Gateways tab✓ Enable/Disable payment gateways✓ Configure settings for each payment gatewaySettings
  19. 19. Emails tab✓ Define the name & email accounts to use for shop emails✓ Upload an optional header image for your emails✓ Enable/Disable when to send notificationsSettings
  20. 20. Integration tab✓ Add your Google Analytics ID for tracking visitors✓ Enable/Disable ShareThis social media sharing widget✓ Enable/Disable ShareYourCart affiliate marketing toolSettings
  21. 21. #wcmelb @maddisondesignsManage your products usingthe Products menuManaging Products
  22. 22. #wcmelb @maddisondesignsJust like Post Categories, Product Categoriesallow you to group all your products.✓ Drag ‘n drop to change their display order✓ Add an image for each category✓ Hierarchical, just like Post Categories✓ Can also be added when adding a new productProduct Categories
  23. 23. Product Categories
  24. 24. #wcmelb @maddisondesignsProduct Tags are similar to Post Tags. They act asad-hoc keywords for your products.✓ Can be added when adding each productProduct Tags
  25. 25. #wcmelb @maddisondesignsShipping classes can be used to group productsof similar type.✓ Used by certain shipping methods to provide differentrates to different productsShipping Classes
  26. 26. #wcmelb @maddisondesignsAttributes are used to define extra product data✓ Commonly used with Variable Products for offeringvariations of a product. (eg. Small, Medium, Large)✓ Drag ‘n drop terms to change their display orderAttributes
  27. 27. Attributes
  28. 28. SimpleCovers the vastmajority of anyproductsGroupedA collection ofrelated productsExternal/AffiliateA product you listbut is soldelsewhereVariableA product which hasseveral differentvariationsThere are four types of ProductsProducts
  29. 29. Just like adding a Page or Post,you enter the product name & descriptionAdding Products
  30. 30. Product Data fields will change dependingon the type of product addedAdding Products
  31. 31. General Tab✓ SKU (Stock Keeping Unit) to track products✓ Regular & Sales price✓ Tax Status and Tax ClassAdding Products
  32. 32. Inventory Tab✓ Manage stock✓ Allow/Disallow backordersAdding Products
  33. 33. Shipping Tab✓ Specify weight of product✓ Specify dimensions✓ Specify Shipping Class to group with other productsAdding Products
  34. 34. Linked Products Tab✓ Manage Up-Sells — Products you recommend insteadof the currently viewed product✓ Manage Cross-Sells — Products you promote in thecart, based on the current product✓ Make this product part of a Grouped productAdding Products
  35. 35. Attributes Tab✓ Assign an Attribute to give your product further information✓ Attributes are a key component of Variable ProductsAdding Products
  36. 36. Advanced Tab✓ Enter optional notes to supply your customers✓ Specify a custom ordering position for this item✓ Enable/Disable customer reviewsAdding Products
  37. 37. #wcmelb @maddisondesignsVariations Tab✓ Used for managing data for Variable Products✓ Create variations based on product attributes✓ Variations can have their own SKU, Stock Quantity,Price, Weight, Dimensions, Shipping Class & Tax Class✓ Individual product image can be selected for eachAdding Products
  38. 38. Adding Products
  39. 39. Short DescriptionEnter a shortdescription ofthe productCategoriesSpecify aCategory foryour productGalleryAdd productimages to createa galleryFeatured ImageSelect a FeaturedImage for theproductOther important content you need to addAdding Products
  40. 40. #wcmelb @maddisondesignsOrders are created when a customer completesthe checkout process✓ Only visible to Administrators and Shop Managers✓ Orders have a status (Pending, Failed, Completed etc.)✓ Orders can be added manually, if need beOrders
  41. 41. #wcmelb @maddisondesignsUse coupons to provide customers with discounts✓ Discounts can be cart or product amounts/percentages✓ Can include/exclude certain products or categories✓ Specify an expiry date for limited use couponsCoupons
  42. 42. SalesView sales by day,month, product& othersCouponsList coupons usedfor purchases &total discountsCustomersView signups,customers &guest salesStockList your lowstock & out ofstock itemsViewing your stores performanceReports
  43. 43. #wcmelb @maddisondesignsWooCommerce Extensions allow you to addextra functionality to your storeExtending WooCommerce
  44. 44. Payment GatewaysTake paymentsdirectly on yourstore using eWay,ANZ, NAB & othersTable RateShippingSetup highlycustomisableshipping optionsProduct FinderAn advancedsearch for helpingfind products onyour siteCatalog VisibilityOptionsTurn your onlineshop into anonline catalogSome common extensionsExtending WooCommerce
  45. 45. #wcmelb @maddisondesignsWordPress Plugin Directory WooCommerce site Documentation Extensions to remember
  46. 46. #wcmelb @maddisondesignsThat’s all folks!☺Thanks! Questions?You can find me