How to Start a WordPress E-commerce Site Using WooCommerce

How to Start a WordPress E-commerce
site using WooCommerce
@SzeLiu
#WCMIA
May 30, 2015
Agenda
☐Preparation
☐Installation
☐Settings
☐Products
☐Other
2
Preparation
!  Paperwork
!  Business license
!  Seller’s permit
!  Sales tax
!  Server requirement
!  PHP 5.2.4 or greater (WordPress)
!  MySQL 5.0 or greater (WordPress)
!  The mod_rewrite Apache module (for permalinks) (WordPress)
!  fsockopen support (for payment gateway IPN access)
!  An SSL certificate if you choose to install any direct payment gateways (optional)
!  Some plugins for WooCommerce require cURL (optional)
!  Some plugins for WooCommerce require SOAP (optional)
!  Installing WordPress
!  http://codex.wordpress.org/Installing_WordPress
!  Installing a theme
!  https://codex.wordpress.org/Using_Themes
!  WooCommerce compatible
3
Agenda
"Preparation
☐Installation
☐Settings
☐Products
☐Other
4
Installation – Finding WooCommerce
Go to Plugins and Add New
5
Type “woocommerce in the search box and hit “enter”
6
Click “install now” on the WooCommerce plugin
7
Click “OK” to install the plugin
8
Installation – WooCommerce Activation
Click “AcBvate Plugin” to acBvate the plugin
9
Click “Install WooCommerce Pages” to install the
default WooCommerce pages
10
Pages have been installed
11
Installation – Cart Page
12
Installation – Checkout Page
13
Installation – My Account Page
14
Installation – Shop Page
15
Click “Allow” if you allow WooThemes to collect non-‐sensiBve data
for diagnosBc purposes or “No, do not bother me again” if otherwise.
16
Installation – Changes to the Sidebar
Once WooCommerce is installed, you will see it on the
sidebar and its different components.
17
Installation – Changes to the Sidebar
Products and its components are also installed on the
sidebar.
18
Agenda
"Preparation
"Installation
☐Settings
☐Products
☐Other
19
Settings – General Options
20
Settings – General Options
You can enable it to access your

store data from outside of
WordPress, for example from the
WooCommerce iOS app or other
external apps.
21
Settings – Products - General
22
Settings – Products – Display
Select to show products,

subcategories or both
23
Settings – Products
24
Settings – Products – Inventory
25
Settings – Products – Downloadable Products
26
Settings – Tax – Tax Options
Enable Taxes by checking

the box
27
Settings – Tax – Standard Rates
9. Check if tax also

applies to shipping
1. Enter your country 3. Enter your zip code.
code. For example: US For example: 33139 7. Enter a priority if you
have mulBple tax rates
5. Enter your tax rate
2. Enter your state 4. Enter your city. For 6. Enter a tax name 8. Check if tax is
code. For example: FL example: Miami compounded
28
Settings – Checkout – Checkout Options
Highly Recommended if

SSL CerBficate is in place.
29
Settings – Checkout – Checkout Options (cont’d)
30
31
Drag-‐and-‐drop: move the payment method up and down to set priority
32
Settings – Checkout – PayPal
Enable PayPal by

checking the box
33
Settings – Checkout – PayPal (cont’d)
34
Settings – Checkout – Simplify Commerce
There are other paid credit card payment extensions such as Authorize.net
CIM and they have similar se`ngs.
35
Settings – Checkout – Simplify Commerce (cont’d)
Sandbox is where you can test your

payment method without being
charged on your credit card.
36
Settings – Checkout – Simplify Commerce (cont’d)
37
Settings – Shipping – Shipping Options
38
Settings – Shipping – Shipping Options (cont’d)
Drag-‐and-‐drop: move the shipping method up and down to set priority
39
Settings – Shipping – Free Shipping
40
Settings – Shipping – Free Shipping (cont’d)
Enter a Btle
Select the country(s) that

is allowed for free
shipping
41
42
Select free shipping

requirement
43
Settings – Shipping – Flat Rate
Enable shipping method

by checking the box
Select ‘Per order’, ‘per

item’ or ‘per class’
44
Settings – Shipping – Flat Rate (cont’d)
Add addiBonal rates by adding opBon name |addiBonal cost [+-‐percentages%] | per
cost type (order, class, item)
45
Settings – Shipping – International Delivery
46
Settings – Shipping – Local Delivery
47
Settings – Shipping – Local Pickup
48
Settings – Accounts
49
Settings – Accounts (cont’d)
50
Settings – Accounts (cont’d)
51
Settings – Emails – Email Options
52
Settings – Emails – Email Options (cont’d)
53
Settings – Emails – Email Sample
54
Settings – Emails – New Order
55
Settings - Webhooks
A Webhook is an event noBficaBon sent to a URL of

your choosing. Users can configure them to cause
events on one site to invoke behavior on another.
For more info:

hkp://docs.woothemes.com/document/webhooks/
56
Agenda
"Preparation
"Installation
"Settings
☐Products
☐Other
57
Products – Creating a Product
Hit “Publish” or
“Update” to show the
Enter the product name new or revised product
Enter the product descripBon Create or select a product cateogory(s)
58
Products – Product Data - General
Enter a SKU
Enter a regular
price
Schedule a start
Enter a sale price if date and end date
the item is on sale for sale
59
Products – Product Data - Inventory
Enable stock management by

checking the box
Enter number of

items in stock
Choose whether
backorders are
allowed
Choose whether the item is “in

stock” or “out of stock”
60
Products – Product Data – Linked Products
Search for the item(s)

you want to upsell
61
Products – Up-sell Sample
62
Products – Product Data – Linked Products (cont’d)
Enter the product(s)

that is displayed with
the cart and related
to the user’s cart
contents.
63
Installation – Cart Page
64
Products – Product Categories and Tags
65
Products – Publishing Options
66
Products – Featured Image
Click to add a main

image for the item
Enter a short descripBon
67
Set Up Products – Product Gallery
Click to add other

images for the item
68
Products – Product Sample
Featured image
Short DescripBon
Image gallery
69
Products – Shipping Classes
Product shipping classes allow you to group

similar products for shipping. They work in
much the same way as product and post
categories.
70
Products – Shipping and Shipping Classes
Some extension such as Fedex Shipping requires

you to enter weight and dimensions
Select a Shipping Class
71
Products – Bulk Editing Shipping Classes
72
Products – Bulk Editing Shipping Classes (cont’d)
73
Products – Shipping Classes – Enabling Debug Mode
WooCommerce > System Status > Tools
74
Agenda
"Preparation
"Installation
"Settings
"Products
☐Other
75
Coupons – Enabling Coupons
Make sure the use of coupons is enabled
76
Coupons – Adding Coupons
Create a coupon by

clicking “Add Coupon”
77
Coupons – Naming Coupons
Enter the name of your coupon. For
example: holidays20
78
Coupons – Coupon Data – General
Enter the coupon amount
Enter the date the coupon should

expire. The expiry will occur at
12:00 am on the date chosen.
79
Coupons – Coupon Data – Usage Restriction
80
Coupons – Coupon Data – Usage Limits
81
Orders
82
Orders – Order at a Glance
83
Orders – Bulk Actions and Search
Perform bulk acBons Sort by dates Search for a customer
84
Orders – Order Status
85
Orders – Detail Quick View
86
Orders – Chosen Shipping Method
87
Orders – Chosen Payment Method
View
Complete
Processing
88
Orders – Individual Order Details
89
Orders – Changing Individual Order Status
Change order status
90
Orders – Individual Order Items
91
Orders – Edits to Individual Order Items
92
Orders – Adding Fees to Orders
93
Orders – Processing Refunds
WooCommerce lets you process refunds for PayPal.
WooCommerce > Se`ngs > Checkout > PayPal and set up API credenBals
94
Orders – Processing Refunds (cont’d)
95
96
97
Orders – Individual Order Custom Fields
Create custom field on the Orders
98
Orders – Creating Permissions for Downloadable Items
Search for a downloadable product and grant

permissions to download when order status
changes to processing/completed
99
Orders – Order Actions
Perform different acBons for an order
100
Orders – Order Notes
Review or delete order notes
101
Orders – Add Note
Add a note for customer or a private

note for other team members
102
WooCommerce Widgets
103
WooCommerce Roles
•  Customer Roles
–  A customer has read access only, which is used if a user
registers via the checkout process. This is equivalent status
to a normal blog subscriber.
•  Shop Manager Role
–  Shop Manager is a role you can give someone you want to
manage the shop but don’t want to make admin. They’re
granted the following capabilities:
o View, edit and manage orders
o View, edit and manage products
o View and edit customer info
o View and print reports
104
Agenda
"Preparation
"Installation
"Settings
"Products
"Misc
105
THANK
YOU!
Sze Liu
Phone: (305) 707-1288
Email: sliu@852cmd.com
Social media: @szeliu
106

How to Start a WordPress E-commerce Site Using WooCommerce

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How to Start a WordPress E-commerce Site Using WooCommerce

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How to Start a WordPress E-commerce

site using WooCommerce

Type “woocommerce in the search box and hit “enter”

Click “install now” on the WooCommerce plugin

Click “OK” to install the plugin

Click “AcBvate Plugin” to acBvate the plugin

Pages have been installed

You can enable it to access your

Select to show products,

Enable Taxes by checking

9. Check if tax also

Highly Recommended if

Enable PayPal by

Sandbox is where you can test your

Select the country(s) that

Select free shipping

Enable shipping method

Select ‘Per order’, ‘per

A Webhook is an event noBﬁcaBon sent to a URL of

For more info:

Enter the product descripBon Create or select a product cateogory(s)

Enable stock management by

Enter number of

Choose whether the item is “in

Search for the item(s)

Enter the product(s)

Click to add a main

Enter a short descripBon

Click to add other

Product shipping classes allow you to group

Some extension such as Fedex Shipping requires

Select a Shipping Class

WooCommerce > System Status > Tools

Create a coupon by

Enter the coupon amount

Enter the date the coupon should

Change order status

Create custom ﬁeld on the Orders

Search for a downloadable product and grant

Add a note for customer or a private

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