getting started with woocommerce

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#wcmelb Anthony Hortin @maddisondesigns Getting Started with WooCommerce

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Using the free WooCommerce plugin, by WooThemes, this presentation steps through the process of installing & configuring the plugin, for first time eCommerce users. It shows how easy it is to add in all of your product data along with viewing your orders and sales reports.

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Page 1: Getting Started with WooCommerce

#wcmelbAnthony Hortin

@maddisondesigns

Getting Started with WooCommerce

Page 2: Getting Started with WooCommerce

#wcmelb @maddisondesigns

A WordPress eCommerce toolkit that helps you sell anything. Beautifully.“ ”

Page 3: Getting Started with WooCommerce

#wcmelb @maddisondesigns

✓ WooCommerce 2.0+ has been fully security audited by the leading WordPress security firm Sucuri.

✓ Use the reports to get a birds-eye view of your stores performance.

✓ Run complex coupon campaigns.

✓ Setup Intricate tax & shipping options.

✓ Customers can check out quickly and efficiently

✓ Allow customers to leave reviews & ratings for products.

FeaturesFeatures

Page 4: Getting Started with WooCommerce

Installs like any other WordPress plugin

Download from WordPress.org

Install from your WordPress dashboard

Download from WooThemes

Installing

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#wcmelb @maddisondesigns

Activate & automatically install the default pages

Installing

Page 6: Getting Started with WooCommerce

Dashboard modules

Right Now

A statistical overview of your

store

Recent Orders

Lists your most recent orders

Recent Reviews

List your recent customer reviews

Monthly Sales

Shows sale quantities &

amounts p/mth

Where to find things

Page 7: Getting Started with WooCommerce

Shop Management

Orders

View & manageyour orders

Reports

View sales, customer & stock

reports

Coupons

View & addcoupons

Where to find things

Page 8: Getting Started with WooCommerce

Shop Management

Settings

Main WooComerceconfiguration

settings

System Status

Provides usefulsystem stats on

your site

Where to find things

Page 9: Getting Started with WooCommerce

Products

View & manageyour Products

Add Product

Add a newproduct

Categories

View & manage product categories

Product Management

Where to find things

Page 10: Getting Started with WooCommerce

Tags

View & manage product tags

Shipping Classes

View & manageshipping classes

Attributes

View & manageproduct attributes

Product Management

Where to find things

Page 11: Getting Started with WooCommerce

#wcmelb @maddisondesigns

First up, configure your WooCommerce settings

Configuring

Page 12: Getting Started with WooCommerce

General tab

✓ Define your store location, currency & allowed countries

✓ Configure whether customers can register accounts

✓ Enable/Disable Guest checkouts

✓ Enable/Disable use of Coupons

Settings

Page 13: Getting Started with WooCommerce

Catalog tab

✓ Default product sorting & shop contents(products and/or categories)

✓ Define product data fields (SKU, Weight, Dimensions)

✓ Define pricing format (Decimals, Seperators)

✓ Define image sizes (Catalog, Single product, Thumbnails)

Settings

Page 14: Getting Started with WooCommerce

#wcmelb @maddisondesigns

Pages tab

✓ Configure the core WooCommerce pagesMost can be left as default as they’re automatically set when you install the default WooCommerce pages

Settings

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#wcmelb @maddisondesigns

Inventory tab

✓ Enable/Disable stock management

✓ Enable low/out of stock notifications

Settings

Page 16: Getting Started with WooCommerce

Tax tab

✓ Enable/Disable taxes & tax calculations

✓ Define whether shop prices are inclusive/exclusive of tax

✓ Ability to define multiple tax classes (Std, Reduced, etc.)

✓ Set tax rate based on country and/or state

Settings

Page 17: Getting Started with WooCommerce

Shipping tab

✓ Enable/Disable shipping calculations

✓ Enable/Disable multiple shipping methods

✓ Configure shipping rates based on Countries

Settings

Page 18: Getting Started with WooCommerce

Payment Gateways tab

✓ Enable/Disable payment gateways

✓ Configure settings for each payment gateway

Settings

Page 19: Getting Started with WooCommerce

Emails tab

✓ Define the name & email accounts to use for shop emails

✓ Upload an optional header image for your emails

✓ Enable/Disable when to send notifications

Settings

Page 20: Getting Started with WooCommerce

Integration tab

✓ Add your Google Analytics ID for tracking visitors

✓ Enable/Disable ShareThis social media sharing widget

✓ Enable/Disable ShareYourCart affiliate marketing tool

Settings

Page 21: Getting Started with WooCommerce

#wcmelb @maddisondesigns

Manage your products using

the Products menu

Managing Products

Page 22: Getting Started with WooCommerce

#wcmelb @maddisondesigns

Just like Post Categories, Product Categories allow you to group all your products.

✓ Drag ‘n drop to change their display order

✓ Add an image for each category

✓ Hierarchical, just like Post Categories

✓ Can also be added when adding a new product

Product Categories

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Product Categories

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#wcmelb @maddisondesigns

Product Tags are similar to Post Tags. They act as ad-hoc keywords for your products.

✓ Can be added when adding each product

Product Tags

Page 25: Getting Started with WooCommerce

#wcmelb @maddisondesigns

Shipping classes can be used to group products of similar type.

✓ Used by certain shipping methods to provide different rates to different products

Shipping Classes

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#wcmelb @maddisondesigns

Attributes are used to define extra product data

✓ Commonly used with Variable Products for offering variations of a product. (eg. Small, Medium, Large)

✓ Drag ‘n drop terms to change their display order

Attributes

Page 27: Getting Started with WooCommerce

Attributes

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Simple

Covers the vast majority of any

products

Grouped

A collection of related products

External/Affiliate

A product you list but is sold elsewhere

Variable

A product which has several different

variations

There are four types of Products

Products

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Just like adding a Page or Post,you enter the product name & description

Adding Products

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Product Data fields will change dependingon the type of product added

Adding Products

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General Tab

✓ SKU (Stock Keeping Unit) to track products

✓ Regular & Sales price

✓ Tax Status and Tax Class

Adding Products

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Inventory Tab

✓ Manage stock

✓ Allow/Disallow backorders

Adding Products

Page 33: Getting Started with WooCommerce

Shipping Tab

✓ Specify weight of product

✓ Specify dimensions

✓ Specify Shipping Class to group with other products

Adding Products

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Linked Products Tab

✓ Manage Up-Sells — Products you recommend instead of the currently viewed product

✓ Manage Cross-Sells — Products you promote in the cart, based on the current product

✓ Make this product part of a Grouped product

Adding Products

Page 35: Getting Started with WooCommerce

Attributes Tab

✓ Assign an Attribute to give your product further information

✓ Attributes are a key component of Variable Products

Adding Products

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Advanced Tab

✓ Enter optional notes to supply your customers

✓ Specify a custom ordering position for this item

✓ Enable/Disable customer reviews

Adding Products

Page 37: Getting Started with WooCommerce

#wcmelb @maddisondesigns

Variations Tab

✓ Used for managing data for Variable Products

✓ Create variations based on product attributes

✓ Variations can have their own SKU, Stock Quantity, Price, Weight, Dimensions, Shipping Class & Tax Class

✓ Individual product image can be selected for each

Adding Products

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Adding Products

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Short Description

Enter a short description ofthe product

Categories

Specify aCategory foryour product

Gallery

Add productimages to create

a gallery

Featured Image

Select a Featured Image for the

product

Other important content you need to add

Adding Products

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#wcmelb @maddisondesigns

Orders are created when a customer completes the checkout process

✓ Only visible to Administrators and Shop Managers

✓ Orders have a status (Pending, Failed, Completed etc.)

✓ Orders can be added manually, if need be

Orders

Page 41: Getting Started with WooCommerce
Page 42: Getting Started with WooCommerce

#wcmelb @maddisondesigns

Use coupons to provide customers with discounts

✓ Discounts can be cart or product amounts/percentages

✓ Can include/exclude certain products or categories

✓ Specify an expiry date for limited use coupons

Coupons

Page 43: Getting Started with WooCommerce
Page 44: Getting Started with WooCommerce

Sales

View sales by day, month, product

& others

Coupons

List coupons used for purchases &total discounts

Customers

View signups,customers &guest sales

Stock

List your lowstock & out of

stock items

Viewing your stores performance

Reports

Page 45: Getting Started with WooCommerce

#wcmelb @maddisondesigns

WooCommerce Extensions allow you to add

extra functionality to your store

Extending WooCommerce

Page 46: Getting Started with WooCommerce

Payment Gateways

Take payments directly on your

store using eWay, ANZ, NAB & others

Table RateShipping

Setup highly customisable

shipping options

Product Finder

An advancedsearch for helping find products on

your site

Catalog VisibilityOptions

Turn your online shop into an

online catalog

Some common extensions

Extending WooCommerce

Page 47: Getting Started with WooCommerce

#wcmelb @maddisondesigns

WordPress Plugin Directoryhttp://wordpress.org/extend/plugins/woocommerce/

WooThemes WooCommerce site http://www.woothemes.com/woocommerce/

WooCommerce Documentationhttp://docs.woothemes.com/document/woocommerce/

WooCommerce Extensionshttp://www.woothemes.com/product-category/woocommerce-extensions/

Links to remember

Page 48: Getting Started with WooCommerce

#wcmelb @maddisondesigns

That’s all folks!☺

Thanks! Questions?

You can find me here...maddisondesigns.comeasywpguide.com@maddisondesigns