WOOCOMMERCE STORE INSTALLATION AND SETUP

How to Install and Set Up WooCommerce (In 7 Steps)

Naturally, you’ll need to begin by installing and activating the WooCommerce plugin. You can do this either on a new or existing WordPress site. In the following steps, we’ll walk you through the process of setting up the plugin and configuring its settings.

Step 1: Install the Plugin

The first thing you’ll need to do is to install WooCommerce on your website. You can download it for free from the WordPress repository, then upload it to your site. Even easier, you can install it right through your WordPress dashboard.

To do this, access your WordPress site and navigate to Plugins > Add New. Use the search bar to locate “woocommerce”, and click on Install Now when you find the right plugin. The plugin author should be listed as Automattic:

Give the plugin a moment to install. Then, click on the Activate button:

At this point, the plugin will be up and running on your website!

Step 2: Access the Setup Wizard

After installing WooCommerce, you’ll be prompted to walk through a setup wizard. It’s optional, but we recommend going through it in order to configure some key settings.

The first page of the WooCommerce setup wizard should look like this:

Here, WooCommerce is prompting you to enter some basic information about your store. This includes its address, what currency you’d like to use, and whether you plan to sell digital or physical products (or both).

Keep in mind that anything you set here (or throughout the rest of the setup wizard) can be changed later on in your WooCommerce settings if necessary. For now, the next step in our WooCommerce tutorial 2019 is to select Let’s Go.

Step 3: Choose Your Payment Processors

On the next page, you can decide what payments you’ll enable for your online store. By default, you can use Stripe and/or PayPal, along with offline payments such as checks and cash:

Simply select the options you’d like to use, and WooCommerce will set them up. You can also use extensions to add more payment processors to your store, which we’ll talk about later. 

Step 4: Configure Your Shipping Options

Next, you’ll find the Shipping screen:

Here, you can decide how much customers will be charged for shipping. You can set one rate for your preferred zone, and another for customers who are in other locations. If you like, you can also offer free shipping to one or both groups.

Step 5: Review Optional Add-Ons

At this point, you’ve configured all the basics for your online WooCommerce store. The next page of the setup wizard presents you with a few optional add-ons:

All of these tools can come in handy, although none of them are required to run your online store. We do suggest at least checking out Storefront. This is a WordPress theme designed specifically for WooCommerce and can make setting up your store quicker and easier.

Step 6: Install the Jetpack Plugin (Optional)

The following screen also offers an optional add-on:

Jetpack is a handy WordPress plugin that offers a wide range of features. This includes security functionality, various analytics, and more. It can be a useful addition to your WooCommerce store, but isn’t required – so it’s up to you whether you’d like to install it or not.

Step 7: Complete the Setup Process

Your WooCommerce store is now ready to rock and roll:

You’ll find a number of useful links here. You can import products to your store, return to your WordPress dashboard, or edit the settings you just configured.

Most likely, however, what you’ll want to do now is start adding products. To keep following our WordPress WooCommerce tutorial, go ahead and select Create a Product now.

Adding and Managing New Products in WooCommerce

After installing WooCommerce, you’ll find two new tabs on your dashboard’s side menu. These are called WooCommerce (your general settings area) and Products (your products settings area).

To start setting up your online store, you can either follow the link at the end of the setup wizard or go to Products > Add New. Either way, this will enable you to add your first product, using the familiar WordPress editor:

The first thing you’ll want to do is create a title and a short description of the product. Here’s what just a title and description looks like in a live preview:

With this done, you’ll also want to add information about your new product to WordPress. In the next few sections, we’ll look at how to do so.

Adding Key Details to Your Product

If you scroll down below the post editor, you’ll see two new widgets not found on regular posts or pages. The first is the Product data section:

Here, you can add all kinds of details about your product. At the very top, you can select whether or not the product is virtual (which removes the Shipping tab) and if it is downloadable. Then, in the General tab, you can enter in the regular and sale prices (sales can be time-sensitive).

If you’re selling digital products, you’ll also have to upload the file to be purchased, customize the download limit (leave it blank to mark it as unlimited), and set the download expiry (leave it blank to keep it available permanently):

Next, in the Inventory tab, you can manage your stock by entering in the quantity of the product, stock status (in/out of stock), and if you’d like to allow backorders:

Additionally, you can mark the product as individually sold, meaning only one can be bought in a single order. This is also where you can enter the product’s SKU (identification number) if you have one.

There are a number of other useful tabs here as well. The Shipping section will enable you to enter the item’s weight, dimensions, and shipping class. In the Linked Products tab, you can add upsells and cross-sells, while Attributes enables you to describe the product’s characteristics.

Finally, in the Advanced tab, you can enter custom purchase notes, give the product a set position in your menu, and enable or disable reviews. If you like, you can also view recommended extensions under the Get more options screen.

Creating Attributes and Variable Products

As you can see, there are plenty of options for adding details to your WooCommerce products and customizing them fully. Let’s take a closer look at two of the most useful options in the Product data section – attributes and variable products.

Attributes are key descriptors for your product, and they tell potential customers important information about it. This might include the item’s color, the material it’s made out of, its size or type, and more. If you add these details to your product in the Attributes tab, they’ll appear on the product page:

No matter what type of products you’re selling, attributes are useful for communicating vital characteristics in a concise way. However, what if you also sell items that come in multiple options? For that, you can select the Variable product option:

This will give you access to a new Variations tab, where you can create multiple versions of your product using the attributes you already assigned. So for example, let’s say you offer a shirt in red, green, and purple. You can add a variation for each color, then give each a unique description, price, and so on.

Your customers will be able to see all available variations on the product page:

This makes it easy for visitors to view everything you have to offer at a glance. Plus, it means you don’t have to create separate product pages for slight variations on the same item.

Customizing Your Product Short Description

Underneath the Product data widget, you’ll also find a section labeled Product short description:

Here, you can create a concise tagline that will appear underneath the product’s title. You can use this description to highlight the item’s primary benefits and incorporate one or more keywords to help customers locate it in searches.

After customizing your product’s data and description, don’t forget to check out the other options on the product page as well. You can add tags to your product, place it in a category, and include a featured image or even an entire image gallery.

Here’s what your final product might look like on the front end:

Once your product is ready, hit Publish to make it live on your site. Then, you can repeat this process to create additional products as needed.

Managing Your WooCommerce Products

You’ll probably include a number of items in your WooCommerce store, which means you’ll need an easy way to manage them. Fortunately, you can do this through the Products tab in your dashboard.

For example, you can select All Products to see every item currently listed in your store. You can add, edit, and delete products here as needed:

In the other pages under the Products section, you can view your product categories, tags, and attributes. Each of these pages looks like the standard WordPress Posts > Categories page and can help you keep your entire inventory organized.

How to Customize Your WooCommerce Store

Earlier in our WooCommerce tutorial, you configured a few basic settings for your online store. There are a lot more options to play with, however, which you can find in the new WooCommerce tab.

It’s here you can view orders, coupons, and reports, as well as customize settings and add new extensions. Let’s walk through each screen one by one.

Orders

First up, the Orders page displays a list of recent purchases on your store:

If you sell digital products, there’s not much to do here other than view what has been bought lately. However, if you sell physical goods, this is where you can find out what products you need to ship and the status of your orders.

Coupons

WooCommerce has several useful options for adding new coupons to your ecommerce store. In the Coupon tab, you can select Create your first coupon to access the editing screen:

You can add a coupon code and description here. Then, the General tab enables you to edit its basic information: the type of coupon (percentage discount, fixed cart discount, or fixed product discount), its value, free shipping options, and its expiry date:

Under Usage Restrictions, you can set a minimum spend the customer has to make in order to validate the coupon. You can also check the box for Individual use only if you don’t want customers to use the coupon in conjunction with other offers.

You can set if the coupon should apply only to non-sale items here, and also select the products and product categories the coupon is applicable to. Finally, you can even ban certain email addresses from coupon usage.

The final tab, Usage Limits, enables you to determine how many times the coupon can be used, both overall and per customer. Then, simply publish your coupon to make it active, and let your customers know about the code they’ll need.

Reports

WooCommerce also offers powerful built-in tracking functionality. In the Reports tab, you can view charts and graphs of your sales, orders, and shipping costs over different time periods:

Each graph can be limited to the sales of a particular product, category, or coupon. In the Customers sub-tab, you can also view your customer acquisition over the same time periods.

Last but not least, you’ll be able to review your low in stock, out of stock, and most stocked products in the Stock sub-tab. All of this data can be exported as a CSV sheet if needed.

Settings

This is where WooCommerce gets really impressive. In the Settings screen, you can customize just about every aspect of your ecommerce store. Elements such as the placement of your ‘thousands’ separator, the entire checkout process, email options, and much more can be tailored to meet your needs.

Within this section, the General tab covers your store’s basic information, including its currency, selling locations, and display options:

Another notable option here is Enable tax rates and calculations. If you check this box, you’ll gain access to a previously hidden Tax tab:

Here, you can let the platform know if the prices you enter for your products will include taxes or not. In the latter case, you can have WooCommerce calculate tax rates for you, based on your store’s address, the customer’s shipping address, or the customer’s billing address.

You’ll also be able to configure how taxes will apply to shipping costs, and even determine whether they’ll be rounded. Then you can customize the way prices and taxes are displayed on the front end and during the checkout process.

Your product data, including measurements, reviews, stock details, download methods, and even add-to-cart buttons can be customized in the Products tab:

Shipping is where you can configure your shipping zones and pricing:

You can also customize how shipping is calculated, and choose what the default shipping destination will be. Restricting your store availability only to specific countries is also possible.

The Payments tab shows you what payment processors are available and active on your store:

Here you can enable and disable whatever payment options you like. Plus, you’ll find handy links for customizing the settings for specific processors.

Next up, Accounts & Privacy controls various aspects of your customers’ experience:

You can set up a privacy and checkout policy, configure how customer data will be stored and retained, and more.

In addition, you have various options for how customer checkouts will be handled. Under the Guest checkout and Account creation sections, you can determine whether visitors will be able to place orders as guests (i.e., without logging into an account).

Then, you can decide if they’ll have the option to log into and/or create a new account during the checkout process. You’re even able to provide them with automatically-generated usernames and passwords, in order to speed up the registration process.

In the Emails tab, you can customize all things customer support:

At the top of this screen, you’ll find a list of email notifications that are sent through WooCommerce in response to specific triggers (such as an order being placed or canceled). You can click on any of these emails to enable/disable them, as well as to customize their contents:

You’ll even find instructions here for editing the email templates, if you’re comfortable using HTML. You can copy the email’s file to your theme folder, then make whatever changes you like. Alternatively, you can create your own custom email templates.

Below that, you can configure a few global settings for all the emails sent from your WooCommerce store. This includes the ‘from’ name and address, footer text, and even colors and backgrounds.

Finally, in the Advanced tab you can enable the REST API, configure keys, apps, and webhooks, and perform other lower-level tasks:

All of these settings can be customized and changed whenever you like, and your store will be updated automatically.

Status

Next, let’s briefly check out the Status tab:

All of your back-end information can be found here, such as your WooCommerce/PHP/MySQL/etc. version, size limits, logging, and more.

In the Tools sub-tab on the same page, you can clear your website’s caches for multiple variables, clear out old data, and even revert your store’s settings to their defaults.

Extensions

One of the attributes that make WordPress the most popular Content Management System (CMS) on the planet is the community behind it. There are thousands of themes and tens of thousands of plugins you can use to customize your website. What’s more, nearly 100% of them are user-contributed.

This also applies to WooCommerce, although on a smaller scale. You can find lots of tools for expanding your store, adding new options and features, and customizing its look in the Extensions tab and elsewhere:

For instance, while you can use WooCommerce with any theme, it can help to pick one that’s designed for the plugin. Storefront is a great place to start, but there are plenty of other options in directories such as ThemeForest, or design your own with Elementor PRO:

You can also check out the WooCommerce extension store, which includes both developer-created and third-party options:

There are extensions for adding new shipping options to your store, enabling subscriptions, customizing the checkout process, integrating email and social media marketing, and much more. You can also find free and paid extensions that let you offer additional payment processors to your customers, such as Square and Amazon Pay.