Anthony Hortin: Getting Started with WooCommerce

Using the free WooCommerce plugin, by WooThemes, I’ll step through the process of installing & configuring the plugin, for first time eCommerce users. I’ll also show how easy it is to add in all of your product data along with viewing your orders and sales reports.

Transcript

1. #wcmelb
   Anthony Hortin
   @maddisondesigns
   Getting Started with
   WooCommerce
   

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2. #wcmelb @maddisondesigns
   A WordPress eCommerce toolkit that
   helps you sell anything. Beautifully.
   “ ”
   

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3. #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.
   Features
   Features
   

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4. Installs like any other WordPress plugin
   Download from
   WordPress.org
   Install from your
   WordPress
   dashboard
   Download from
   WooThemes
   Installing
   

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5. #wcmelb @maddisondesigns
   Activate & automatically install the default pages
   Installing
   

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6. 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
   

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7. Shop Management
   Orders
   View & manage
   your orders
   Reports
   View sales,
   customer & stock
   reports
   Coupons
   View & add
   coupons
   Where to find things
   

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8. Shop Management
   Settings
   Main WooComerce
   configuration
   settings
   System Status
   Provides useful
   system stats on
   your site
   Where to find things
   

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9. Products
   View & manage
   your Products
   Add Product
   Add a new
   product
   Categories
   View & manage
   product categories
   Product Management
   Where to find things
   

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10. Tags
    View & manage
    product tags
    Shipping Classes
    View & manage
    shipping classes
    Attributes
    View & manage
    product attributes
    Product Management
    Where to find things
    

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11. #wcmelb @maddisondesigns
    First up, configure your WooCommerce settings
    Configuring
    

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12. 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
    

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13. 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
    

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14. #wcmelb @maddisondesigns
    Pages tab
    ✓ Configure the core WooCommerce pages
    Most can be left as default as they’re automatically set
    when you install the default WooCommerce pages
    Settings
    

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15. #wcmelb @maddisondesigns
    Inventory tab
    ✓ Enable/Disable stock management
    ✓ Enable low/out of stock notifications
    Settings
    

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16. 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
    

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17. Shipping tab
    ✓ Enable/Disable shipping calculations
    ✓ Enable/Disable multiple shipping methods
    ✓ Configure shipping rates based on Countries
    Settings
    

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18. Payment Gateways tab
    ✓ Enable/Disable payment gateways
    ✓ Configure settings for each payment gateway
    Settings
    

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19. 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
    

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20. Integration tab
    ✓ Add your Google Analytics ID for tracking visitors
    ✓ Enable/Disable ShareThis social media sharing widget
    ✓ Enable/Disable ShareYourCart affiliate marketing tool
    Settings
    

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21. #wcmelb @maddisondesigns
    Manage your products using
    the Products menu
    Managing Products
    

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22. #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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23. Product Categories
    

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24. #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
    

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25. #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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26. #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
    

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27. Attributes
    

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28. 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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29. Just like adding a Page or Post,
    you enter the product name & description
    Adding Products
    

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30. Product Data fields will change depending
    on the type of product added
    Adding Products
    

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31. General Tab
    ✓ SKU (Stock Keeping Unit) to track products
    ✓ Regular & Sales price
    ✓ Tax Status and Tax Class
    Adding Products
    

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32. Inventory Tab
    ✓ Manage stock
    ✓ Allow/Disallow backorders
    Adding Products
    

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33. Shipping Tab
    ✓ Specify weight of product
    ✓ Specify dimensions
    ✓ Specify Shipping Class to group with other products
    Adding Products
    

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34. 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
    

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35. 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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36. Advanced Tab
    ✓ Enter optional notes to supply your customers
    ✓ Specify a custom ordering position for this item
    ✓ Enable/Disable customer reviews
    Adding Products
    

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37. #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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38. Adding Products
    

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39. Short Description
    Enter a short
    description of
    the product
    Categories
    Specify a
    Category for
    your product
    Gallery
    Add product
    images 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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40. #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
    

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42. #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
    

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44. 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 low
    stock & out of
    stock items
    Viewing your stores performance
    Reports
    

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45. #wcmelb @maddisondesigns
    WooCommerce Extensions allow you to add
    extra functionality to your store
    Extending WooCommerce
    

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46. Payment Gateways
    Take payments
    directly on your
    store using eWay,
    ANZ, NAB & others
    Table Rate
    Shipping
    Setup highly
    customisable
    shipping options
    Product Finder
    An advanced
    search for helping
    find products on
    your site
    Catalog Visibility
    Options
    Turn your online
    shop into an
    online catalog
    Some common extensions
    Extending WooCommerce
    

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47. #wcmelb @maddisondesigns
    WordPress Plugin Directory
    http://wordpress.org/extend/plugins/woocommerce/
    WooThemes WooCommerce site
    http://www.woothemes.com/woocommerce/
    WooCommerce Documentation
    http://docs.woothemes.com/document/woocommerce/
    WooCommerce Extensions
    http://www.woothemes.com/product-category/woocommerce-extensions/
    Links to remember
    

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48. #wcmelb @maddisondesigns
    That’s all folks!☺
    Thanks! Questions?
    You can find me here...
    maddisondesigns.com
    easywpguide.com
    @maddisondesigns
    

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