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Creating Your
Online Store
Patrick Rauland - @BFTrick
http://speakinginbytes.com/2014/08/creating-your-
online-store-woocommerce
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Tomorrow:
Let’s Build an E-Commerce
Store in 30 Minutes!
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Goal:
Create an online store
today - and start testing!
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WooCommerce
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Roadmap
4 Installing WooCommerce
4 Configuring WooCommerce
4 Adding Products
4 Configuring Payment
4 Configuring Shipping
4 Order Management
4 Taxes
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Installing
WooCommerce
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Installing WooCommerce - Hosting
4 I'll be demoing on my local machine using MAMP
4 MAMP (for macs)
4 XAMP (macs & windows)
4 Desktop Server (macs & windows)
4 You can do this locally or on a webserver
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Installing WooCommerce - Plugins
4 WooCommerce
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Installing WooCommerce - Other
Plugins You May Want
4 WooCommerce Google Analytics Integration
4 WooCommerce Pushover
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Configuring
WooCommerce
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Configuring WooCommerce
1) - Activate the Plugin
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Configuring WooCommerce
2) - Click "Create Pages"
Creating the pages will automatically create the Shop,
Cart, & Checkout page so you don't have to.
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Configuring WooCommerce
2) - Click "Create Pages"
If you ever need to recreate the pages you can do so
under WooCommerce -> System Status -> Tools ->
Install WooCommerce Pages.
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Configuring WooCommerce
3) Set your Store Location
Your store location is used for shipping calculations,
taxes, and optionally restricting your store to certain
countries
You can do this under WooCommerce -> Settings ->
Base Location.
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Configuring WooCommerce
4) Set Available Countries
If this is your first store I highly suggest you start by
only shipping to the US. Don't worry about
international shipping until you get a request.
Remember: it's much easier to build something simple
today and update it tomorrow than to plan the perfect
e-commerce site.
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Configuring WooCommerce
5) Set Currency
You can do this under WooCommerce -> Settings ->
Currency.
Since you're in the US you don't need to worry about
the other currency settings.
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Configuring WooCommerce
6) Don't Forget to Press
Save changes
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Configuring WooCommerce
7) Tip: Always use a basic theme like
Twenty Twelve when building your site.
Some themes override core WooCommerce functionality
incorrectly and break things. It's best to use a simple
theme for testing and then switch to a fancy theme
once you're done.
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Adding
Products
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Adding Products
View All Products
You can view all products by clicking on Products in the
WordPress menu.
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Adding Products
Add a Product
You can view all products by clicking on Products in the
WordPress menu.
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Adding Products
Add a Title
The only required field is the title field.
Go ahead and enter Hello World! into the title field and
press Publish.
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Adding Products
Add a Basic Product Fields
4 Price
4 Image
4 Description
4 Short Description
4 Product Categories / Tags
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Adding Products
Virtual / Downloadable Products
Some products may be virtual (meaning nothing is
shipped) or downloadable (meaning a file or multiple
files will be downloaded after payment).
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Adding Products
Virtual / Downloadable Product Fields
The Sold Individually setting under Product Data ->
Inventory -> Sold Individually is useful for
downloadable products since it doesn't make much
sense to be able to buy two copies of a downloadable
file.
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Adding Products
Variable Products
The next big topic is variable products (think of a t-
shirt with multiple sizes). Since there are so many
options I'm going to cover it at the end.
In case we don't get to it here's an excellent video
tutorial: http://docs.woothemes.com/document/
product-variations/
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Payment
Included Payment Methods
The included payment methods can be found under
WooCommerce -> Settings -> Checkout.
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Payment
Included Payment Methods
4 BACS (Bank Transfer)
4 Cheque (Don't blame me for the silly British spelling)
4 Cash on Delivery
4 Mijireh
4 PayPal
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Payment
Included Payment Methods - PayPal
PayPal allows users to pay via PayPal which goes into
your PayPal balance.
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Payment
Credit Cards
So this is the part that everyone's excited about right?
We're going to jump into which gateways are best but
before we get there we need to talk about Merchant
accounts.
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Payment
Credit Cards - Merchant Accounts
Merchant accounts are what traditional brick and
mortar stores use to handle credit card transactions.
Their POS systems validate the buyers card and the
merchant account draws the funds. The funds sit there
for a day or two and then they're deposited in to the
bank account.
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Payment
Credit Cards - Traditional Gateways
When the first e-commerce stores started coming
online they needed a way to connect their store to their
merchant account. Those systems that were invented at
what we call traditional payment gateways.
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Payment
Credit Cards - Traditional Gateways
Examples of traditional gateways are:
4 Authorize.net
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Payment
Credit Cards - Modern Gateways
Now that there are so many e-commerce stores that
don't need a merchant account there are a lot of
services that combine the merchant account and the
payment gateway together. So they validate and draw
the funds. These are called modern payment gateways.
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Payment
Credit Cards - Modern Gateways
Examples of Modern Gateways are:
4 Stripe
4 Braintree
4 Amazon Simple Pay
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Payment
Credit Cards - Modern VS Traditional
Get a ton more information here:
http://speakinginbytes.com/2014/08/merchant-
account/
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Payment
Credit Cards - Modern VS Traditional
4 Modern is easier to setup & has a simple fee
structure
4 Modern gateways tend to hold onto funds longer
(2-7 days instead of 1-2)
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Payment
Credit Cards - Modern VS Traditional
4 Modern is cheaper for < $8,000 / mo.
4 Traditional is cheaper for > $8,000 / mo.
But those differences are changing quickly.
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Payment
Credit Cards - Modern VS Traditional
So which do you use?
4 If you have a merchant account -> traditional
4 If you don't have a merchant account -> modern
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Payment
Security Basics
If you're handling credit card numbers on your site you
need a SSL certificate.
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Payment
Security Basics
If you use a payment gateway that takes the user
offsite you don't need a SSL certificate.
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Payment
Security Basics - Offsite Gateways
I love offsite gateways. That way if you site gets hacked
at least you aren't responsible for stolen credit card
numbers.
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Payment
Credit Cards - My Favs
4 Traditional
4 Authorize.net (AIM)
4 Modern
4 Amazon Simple Pay
4 Stripe
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Payment
Credit Cards
Setting up a gateway can take a while so we're just
going to use the offline gateways (Bank Transfer,
Cheque, and Cash on Delivery).
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Time to do
a test order!
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Shipping
Included Shipping Methods
4 Flat Rate
4 Free
4 International
4 Local Delivery
4 Local Pickup
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Shipping
Flat Rate
The best place to start is Flat Rate because it's simple
and configurable. You can find this under WooCommerce
-> Shipping -> Flat Rate.
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Shipping
Flat Rate
The most basic configuration is to set a cost per order.
That's basically the base cost per order. You can add
extra fees on top of it if you like.
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Shipping
Flat Rate
Now if people buy 20 items you want to charge more
for shipping right? That's when you want to add a per
item charge in.
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Shipping
Free Shipping
People love free shipping. I suggest that you have a
minimum order amount to unlock free shipping
becomes.
You can find this under WooCommerce -> Shipping ->
Free Shipping
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Shipping
Free Shipping
People love free shipping. You should definitely think
about offering it as an incentive. I like to suggest that
you have a minimum order amount and then free
shipping becomes active.
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Time to do
a test order!
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Order Management
You can find all of your orders under WooCommerce ->
Orders.
You'll mostly want to look at processing orders, ship
them, and mark them as complete.
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Order Management
You can change the status of orders from the Orders
page.
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Order Management
You can also change it from the Order Detail page.
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Taxes - aka:
Everyone's Favorite Part
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Taxes
Configuring Taxes
Taxes can be configured in a ton of ways. In the US
you're most likely to tax someone when they're in the
same state as you.
This can be configured under WooCommerce ->
Settings -> Taxes.
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Taxes
Configuring Taxes
Now you need to set your standard rates.
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Taxes
Configuring Taxes
Enter your state tax rate, and optionally add a tax rate
for your city.
Make sure to set different priorities. Only one line item
per rate per priority will be matched.
More info: http://docs.woothemes.com/document/
setting-up-taxes-in-woocommerce/
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Taxes
Configuring Taxes
ME - 5.5%
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Patrick Rauland - @BFTrick
WooThemes