SlideShare a Scribd company logo
WordCamps:
Wilmington, NC Sept 23-24th
https://2017.wilmington.wordcamp.org/
WordCamp US: Nashville, TN, Dec 1-3
https://2017.us.wordcamp.org/
Slides Available:
Find slides at SlideShare.net/Laura-Hartwig
(will give link at the end of presentation)
WooCommerce:
Shopping Cart for
WordPress
• 09.04.20XX
The Shopping
cart for
WordPress
Choosing
WooCommerce
Free plugin
Perfect if you have more than one
product
Add-ons will cost you
Installing Woo
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.”
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.”
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.
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.”
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.
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.”
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:
https://woocommerce.com
/product-
category/woocommerce-
extensions/payment-
gateways/
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
Complete!
Now you can start setting
up your products
Settings
Settings
WP Admin >
WooCommerce > Settings
The General tab takes
care of your basic
information, including your
currency, base & selling
locations, and display
options.
Products Tab -
General
Your product data,
including custom sorting,
default displays,
measuring systems,
product thumbnail
dimensions, download
methods.
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.
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.
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.
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.
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.
Shipping
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.
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.
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.
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
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
Shipping Tab -
Shipping Options
Enable a shipping
calculator and if shipping
costs should be
determined by shipping or
billing address.
Checkout Tab
Allows you to choose from
payment gateways and
enable coupons (which we
will talk about later) and
enable guest checkout.
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.
Accounts Tab
Edits all front end account
display and registration
options.
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.
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
Customizing
Emails
And by edit PHP code, I
mean like this
Updates
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.
Adding Products
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).
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.
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.
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.
Variable Products
Each item can have it’s
own price, image, and
other info
Variable Products
This is an example of a
variable product with
different colors, sizes, and
designs.
Product
Categories, Tags,
Images, and
Galleries
Product
Categories, Tags,
Images, and
Galleries
Managing Products
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.
Managing
Products
Don’t forget to use Bulk
Actions to edit multiple
products at once.
Managing Orders
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
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:
Coupons
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.
Reports
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.
Conclusion
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
Thank you!
1. Find slides at
SlideShare.net/Laura-Hartwig
2. Follow my blog at
WPDecoder.com
3. Contact me at
LauraHartwigDesign.com

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Woocommerce 101

  • 1. WordCamps: Wilmington, NC Sept 23-24th https://2017.wilmington.wordcamp.org/ WordCamp US: Nashville, TN, Dec 1-3 https://2017.us.wordcamp.org/
  • 2. Slides Available: Find slides at SlideShare.net/Laura-Hartwig (will give link at the end of presentation)
  • 3. WooCommerce: Shopping Cart for WordPress • 09.04.20XX The Shopping cart for WordPress
  • 4. Choosing WooCommerce Free plugin Perfect if you have more than one product Add-ons will cost you
  • 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. 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. 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. 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. 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. 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. 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: https://woocommerce.com /product- category/woocommerce- extensions/payment- gateways/
  • 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. Complete! Now you can start setting up your products
  • 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. Products Tab - General Your product data, including custom sorting, default displays, measuring systems, product thumbnail dimensions, download methods.
  • 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. 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. 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. 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. 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.
  • 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. 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. 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. 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. 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. Shipping Tab - Shipping Options Enable a shipping calculator and if shipping costs should be determined by shipping or billing address.
  • 30. Checkout Tab Allows you to choose from payment gateways and enable coupons (which we will talk about later) and enable guest checkout.
  • 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. Accounts Tab Edits all front end account display and registration options.
  • 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. 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. Customizing Emails And by edit PHP code, I mean like this
  • 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.
  • 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. 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. 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. 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. Variable Products Each item can have it’s own price, image, and other info
  • 44. Variable Products This is an example of a variable product with different colors, sizes, and designs.
  • 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. Managing Products Don’t forget to use Bulk Actions to edit multiple products at once.
  • 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. 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:
  • 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.
  • 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.
  • 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. Thank you! 1. Find slides at SlideShare.net/Laura-Hartwig 2. Follow my blog at WPDecoder.com 3. Contact me at LauraHartwigDesign.com