This document provides instructions for setting up WooCommerce, a popular e-commerce plugin for WordPress. It outlines the 7 step installation process and configuring key settings like payments, taxes, shipping and more. Additional sections cover adding products, managing orders, using coupons and reports. While not a 5-minute setup, following the steps carefully will avoid issues and the basic plugin is free to use, though some features require paid upgrades.

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

5. Installing Woo

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

15. Settings

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.

23. Shipping

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

36. Updates

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. Adding Products

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.

45. Product
Categories, Tags,
Images, and
Galleries

46. Product
Categories, Tags,
Images, and
Galleries

47. Managing Products

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.

50. Managing Orders

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:

53. Coupons

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. Reports

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. Conclusion

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