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 forWordPress

• 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 1To install it from your

dashboard navigate to

WordPress Admin >

Plugins > Add New,

search for

“woocommerce”, and click

on “Install Now.”

Step 2Then click on “Activate.”

Step 3You 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 4On 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 5On 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 6On 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 7On 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

GatewaysThese 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/

SSLCertificates

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

SettingsWP 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

UpdatesUpdates 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

ProductsTo 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

DescriptionWith the product short

description screen widget,

you can create a short

tagline for the image that

will be displayed under the

product title.

Product DataHere 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

ProductsIn 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

OrdersWP 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

CouponsWordPress 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

ReportsYou 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