Creating Your Online Store

Create your online store up and running with WooCommerce.

Transcript

1. Creating Your Online Store Patrick Rauland - @BFTrick http://speakinginbytes.com/2014/08/creating-your- online-store-woocommerce
2. Tomorrow: Let’s Build an E-Commerce Store in 30 Minutes!
3. Goal: Create an online store today - and start testing!
4. WooCommerce
5. Roadmap 4 Installing WooCommerce 4 Configuring WooCommerce 4 Adding Products 4 Configuring Payment 4 Configuring Shipping 4 Order Management 4 Taxes
6. Installing WooCommerce
7. 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
8. Installing WooCommerce - Plugins 4 WooCommerce
9. Installing WooCommerce - Other Plugins You May Want 4 WooCommerce Google Analytics Integration 4 WooCommerce Pushover
10. Configuring WooCommerce
11. Configuring WooCommerce 1) - Activate the Plugin
13. Configuring WooCommerce 2) - Click "Create Pages" Creating the pages will automatically create the Shop, Cart, & Checkout page so you don't have to.
15. 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.
17. 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.
19. 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.
21. 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.
23. Configuring WooCommerce 6) Don't Forget to Press Save changes
25. 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.
27. Adding Products
28. Adding Products View All Products You can view all products by clicking on Products in the WordPress menu.
30. Adding Products Add a Product You can view all products by clicking on Products in the WordPress menu.
32. 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.
35. Adding Products Add a Basic Product Fields 4 Price 4 Image 4 Description 4 Short Description 4 Product Categories / Tags
41. 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).
43. 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.
45. 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/
46. Payment Included Payment Methods The included payment methods can be found under WooCommerce -> Settings -> Checkout.
47. 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
48. Payment Included Payment Methods - PayPal PayPal allows users to pay via PayPal which goes into your PayPal balance.
49. 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.
50. 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.
51. 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.
52. Payment Credit Cards - Traditional Gateways Examples of traditional gateways are: 4 Authorize.net
53. 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.
54. Payment Credit Cards - Modern Gateways Examples of Modern Gateways are: 4 Stripe 4 Braintree 4 Amazon Simple Pay
55. Payment Credit Cards - Modern VS Traditional Get a ton more information here: http://speakinginbytes.com/2014/08/merchant- account/
56. 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)
57. 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.
58. 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
59. Payment Security Basics If you're handling credit card numbers on your site you need a SSL certificate.
60. Payment Security Basics If you use a payment gateway that takes the user offsite you don't need a SSL certificate.
61. 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.
63. Payment Credit Cards - My Favs 4 Traditional 4 Authorize.net (AIM) 4 Modern 4 Amazon Simple Pay 4 Stripe
64. 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).
65. Time to do a test order!
66. Shipping Included Shipping Methods 4 Flat Rate 4 Free 4 International 4 Local Delivery 4 Local Pickup
67. 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.
69. 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.
71. 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.
73. 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
74. 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.
76. Time to do a test order!
77. 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.
79. Order Management You can change the status of orders from the Orders page.
81. Order Management You can also change it from the Order Detail page.
82. Taxes - aka: Everyone's Favorite Part
83. 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.
85. Taxes Configuring Taxes Now you need to set your standard rates.
87. 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/
89. Taxes Configuring Taxes ME - 5.5%
91. Patrick Rauland - @BFTrick WooThemes