If you are reading this then you already know the power of WooCommerce and you are wanting to know how to actually setup WooCommerce to fit your needs. You have come to the right place. c
- How to Install WooCommerce
- How to Setup WooCommerce Pages
- WooCommerce General Settings
- Adding Products in WooCommerce
The main goal is to help you install WooCommerce and setup your essential pages. Get you familiar with the general settings area, and to add the products you want to sell. Because that is why your here right?
So, let’s dive right in and get to the content.
How To Install WooCommerce
In this training video I am going to show you how to install WooCommerce.
The first thing you want to do is click on “plugins.” At the top of the page click on the “add new” button. In the search field type in “WooCommerce.” You can hit “enter” or the “search plugins” button. On the results you’ll notice the very top one is WooCommerce. Go ahead and click on “install now.” Your browser is going to ask you if you want to install this plugin, go ahead and click on the “okay” button. On this page, you’ll notice it says “successfully installed the plugin WooCommerce.” Go ahead and click on “activate plugin,” and that’s all there is to it.
In the next video, I am going to show you how to set up your WooCommerce pages and how to edit the general settings.
WooCommerce General Settings
In this training video I am going to show you how to change the general settings in WooCommerce. To do so, click on settings under WooCommerce, you’ll notice the first tab selected is the general settings. Under the general options we’ll be able to change the location, currency and the allowed countries. We are located in Atlanta, GA so under United States, I’ll select my state.
Under “currency” I’ll choose dollars, and under “allowed countries” I’ll select United States.
Under cart, checkout and accounts, there are four sections here. Under “coupons”, I’m going to leave the box selected, because I’d like to offer my buyers some incentives to purchase products from my site.
We’re going to go into more detail about coupons and how it works in future videos, but for now go ahead and leave it as default.
Under “checkout” there are a couple of options here: The first one is “enable guest checkout, and that means that whoever buys from your site, they don’t have to create an account for your site.
The second option is “enable customer note field on checkout”, this gives people an option to leave a note or specific instructions about the order of the item.
The third one is “force secured checkout”. In order to use that option, be sure to order an SSL certificate from your hosting provider. But we’ll go into more detail about that in a future video. Personally I don’t want people to check out on my site as a guest, so I’ll uncheck this box.
Now under registration, make sure that you have the first option selected “allow registration on the checkout page”. If you turned off the “guest check” make sure to leave this box selected so that there won’t be problems in the future. “Allow registration on the “my account page”, I leave that empty. “Register using the email address for the username”, I believe makes it easier for the user to remember their logins, so I’ll select that box.
Under the fourth option “customer accounts”, make sure you select the first option “prevent customers from accessing WordPress admin”. This is important because you don’t want anyone to login, even though they will not have access to entire WordPress dashboard settings. It’s just good to keep people separated from your dashboard area. I also like to check the box that says “clear cart when logging out” and I’m going to also “allow customers to repurchase orders from the account page”. What that means is if someone buys from you for the first time, ad they come back and login to their account, it’s going to show their past purchases and they may want to buy another item a second time.
I’m going to pause their for now. We just covered the “General” options, including: Base location, currency, allowed countries. As well as the “carts, checkout and accounts” options. In the next video we are going to talk about “Styles and Scripts” and the “Downloadable Products”.
How To Setup WooCommerce Pages
In this video I am going to show you how to set up your WooCommerce pages, and I am going to do a quick overview of the general settings.
The first step to setting up your WooCommerce pages is to click the “install WooCommerce pages” button at the top of the plugins page here. Go ahead and click that button, and you’ll be redirected to the the welcome screen for WooCommerce.
This page has a whole bunch of really great information that you can read to learn more about the features of WooCommerce, what’s new in version 2.0, as well as links to documentation.
Now, to set up the actual pages, go ahead and click on “appearance” and then “menus.” So for this site that I am working on the most important page is the shop page, so I am going to go ahead and select the shop page from the pages list here on the left-hand side.
I am going to go ahead and click on the “add to menu” button, and then of course if you’re already familiar with WordPress you know that you can click and drag these menu items around and rearrange the order of your menu. So I am just going to drop mine right here for now. Don’t forget to click your “save menu” button, and if we go to the front end of the site and refresh, you’ll now see the shop menu inside your navigation area.
Now, if I click on shop, you’ll notice that I don’t have any products right now, so in a future video we’re going to talk about adding products. There’s other options that you can add to your nav bar, other pages. For example, if you want to have the “my account” page or the checkout page, you can go ahead and add those as well.
I am going to go into more detail regarding the menu structure of WooCommerce in a future video, but this is just a general overview, and that’s all there is to it.
Adding Products in WooCommerce
In this training video I am going to show you how to add your first product to WooCommerce.
Go ahead and click on products. At the top of the page click add new. Before we start adding in these product details, we’ll go ahead and talk about the areas we are going to edit in this tutorial.
We are going to give a product it’s product name, we are going to put in the product description in the WYSIWYG area. We are going to create a new category, and we are going to add a product image via the featured image functionality.
At the bottom of the page, we are going to put in a short product description, as well as edit the General settings, inventory and the shipping settings under product data.
I already have some notes that I put together here for my product which is a t-shirt. I’m going to give my product a title, then I’ll add the short description, as well as the full description.
I’m going to need to create my product category now. I have a t-shirt, so that is the category that I’m going to choose. Click on “add new category”.
Let’s upload the new image for the product. I’ve selected the picture I’m going to use and I’m going to set it as featured image. I’ll make sure the text looks right and get rid of some of the break tags that came from the text editor.
There we go, that looks much better.
Under the General options, if you organize your products by SKU number, also known as the stock keeping unit, you can put that number here and set your price. The regular price for my t-shirt is 29.99 and my sales price is 22.99.
If you want to manage your stock’s inventory, you can click the checkbox and put in how much product you have on hand. For example I’ll put that I have 25 and under stock status you can select from “in-stock” or “out-of stock”.
Under “Allow back-orders”, you can select from the following: do not allow, allow but notify customer or allow. I’m actually not going to allow back orders, because it makes things that much easier.
The last option is whether you want to sell this individually, meaning if you select this checkbox then customers will only be able to buy one of these products per order. I’m going to leave that unselected so that people can order more than one of my t-shirts.
Now under shipping, this is where you would put in the shipping weight. You can put in the dimensions and select the shipping class.
We are going to go into more details about the shipping options in a later video.
The final thing to discuss, is that in the Product Data area, you’ll see a drop-down for the product type. You can choose from: simple product, grouped product, external affiliate product or variable product. I’m only selling a t-shirt, so I’m going to select the “simple product”.
That’s about it, go ahead and click publish. Now we”ll go into the front-end of the site, and see what this looks like in the shopping cart page. Now you can see that my new product is available for people to purchase. If you click on the title it will take you to the product page.
So that’s that general overview of how to add your first product in WooCommerce. Remember if you have questions please make sure to post your feedback in the comments area for this video. Thank you for watching and stay tuned for more WooCommerce training videos.