How to install and use WooCommerce plugin

WooCommerce Installation

Step 1

The first thing you will need to do is to install the WooCommerce plugin.

To install it from your dashboard navigate to WordPress Admin > Plugins > Add New, search for “woocommerce”, and click on “Install Now.” Ensures that the author shows up as Automattic. 3+ is currently the latest version of WooCommerce.

Step 2

Then click on “Activate.”

Step 3

You are then met with a walkthrough to for WooCommerce setup. You can skip this but in our tutorial, we will click on “Let’s Go.”

Step 4

On the page setup screen, WooCommerce is notifying you that it will create a few pages for you automatically that are needed to complete the setup. This includes a shop, cart, checkout, and my account pages. Click on “Continue” to let it create these for you.

Step 5

On the store locale setup screen, WooCommerce allows you to quickly choose the country and or state you are based out of, the currency, and units for your products. Then click on “Continue.”

Step 6

On the shipping & tax setup screen, you can choose whether or not you are shipping physical goods to customers. Remember, WooCommerce can also be used to sell digital products and downloads. And then you can enable sales tax if required. Then click on “Continue.”

Step 7

On the payments screen you can choose which 3rd party payment processor you want to integrate with. We are personally big fans of Stripe. And as of February 2016, the Stripe is free for WooCommerce (you will still pay the transaction fee). Then click on “Continue.”

And that’s it! Your WooCommerce store is now ready. You can click on the link at the bottom to return to your WordPress dashboard and start creating your products.

Check out the rest of the WooCommerce tutorial below.

Adding & Managing New Products

The first alteration you’ll notice is the addition of two new tabs to your dashboard’s side menu, named WooCommerce (your general settings area) and Products (your products settings area). To get started setting up your e-store, go to WordPress Admin > Products > Add Product to add your first product.

Create a title and short description of the product.

That done, scroll down below the post editor to reveal two new widgets on the post editing screen: product data and product short description.

Product Data

WordPress Admin > Products > Add New

In the product data screen widget, you can select whether or not the product is virtual (the former option removes the Shipping data tab) and if it is downloadable (digital). You can enter in the regular & sale price (sales can be time-sensitive) in the General tab.

If you’re selling digital products, then you also have to upload the file to be purchased, customize the download limit (leave it blank to mark it as unlimited), the download expiry (leave it blank to keep it available permanently), and the file type (standard/application/music). The file type you select affects the schema.org markup for the product.

Next, in the Inventory tab, you can customize options to 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 enter the SKU (identification number) if you have one.

In the Linked Products tab, you can add upsells, cross-sells, and product grouping. Attributes allows you to enter in specific attributes of the product (e.g. reliable, never breaks down, etc.) that will be displayed under an Additional Information tab in the front end version of the product page. Finally, you can enter custom purchase notes, give the product a menu order, and enable/disable reviews in the Advanced tab.

Product Short Description

WordPress Admin > Products > Add New

With the product short description screen widget, you can create a short tagline for the image that will be displayed under the product title.

After playing around with all of that, don’t forget to add tags, place it in a category, and include a product image/gallery.

Managing Products

WordPress Admin > Products > [various tabs]

In the other pages under WordPress Admin > Products, you can view your products, categories, tags, shipping classes, attributes, and calendar. Each of these pages look like the standard WordPress Admin > Posts > Categories page, except the product view.

Managing WooCommerce

In the WooCommerce tab, you can explore various things about your digital store: you can view orders, coupons, and reports. You can also customize settings and add new extensions.

Orders

WP Admin > WooCommerce > Orders

This page displays a list of your current purchases and orders. If you sell digital products, there’s not much to do here other than see who bought what.

Coupons

WordPress Admin > WooCommerce > Coupons [> Add New]

WooCommerce has several powerful options for adding new coupons to your e-store. In the coupon editing screen, the coupon data screen widget allows you to customize the coupon discount and restrictions.

The General tab allows you to edit the basic coupon information: the type of coupon (cart discount, cart percentage discount, product discount, and product percentage discount), its value, free shipping options, coupon taxation, and its expiry date.

In Usage Restrictions you can set a minimum spend the customer has to make to validate the coupon. To restrict the use from use in conjunction with other coupons, check the box for Individual use only. If the coupon shouldn’t apply to items that are on sale, there’s an option for that, too. Here’s also where you select the products and product categories the coupon is applicable to. Lastly, you can even ban certain email addresses from coupon usage.

The final tab, Usage Limits, sets the usage limit per coupon or per customer.

Reports

WordPress Admin > WooCommerce > Reports

WooCommerce also offers powerful built-in tracking. You can view charts and graphs of your sales, orders, and shipping costs over five different time periods. Each graph can be limited to the sales of a particular product, product category, or coupon. In the Customers tab, you can view your customer acquisition over the same five time periods. Lastly, you can also view your low in stock, out of stock, and most stocked products in the Stocks tab. All this data can be exported in a CSV sheet.

Settings

WP Admin > WooCommerce > Settings

Here’s where WooCommerce gets really impressive: in the Settings screen, you can customize pretty much every single aspect of your e-store. Everything from your thousands separator to the check out process to email options can be tailored to your satisfaction.

The General tab takes care of your basic information, including your currency, base & selling locations, and display options.

Your product data, including custom sorting, default displays, measuring systems, product thumbnail dimensions, download methods, and even Ajax/non-Ajax add to cart buttons is customized in the Products tab.

Taxation methods are modeled in the Taxes tab — if you wish, you can even disable taxation in your store.

Shipping takes care of your shipping methods and pricing models. You can also enable/disable shipping store-wide, and edit various display options. Restricting your store availability only to specific countries is also possible.

Checkout allows you to customize the checkout process: you can choose from five payment gateways, edit the pages, add a T&C page, and change URL appendages.

Account edits all front-end account display and registration options.

In the Emails tab, you can customize all things customer support. Specifically, you can tailor all the sender options for WooCommerce-generated email, right down the email background color.

And lastly, in the API tab you can enable the REST API, Keys/Apps, and Webhooks.

System Status

WordPress Admin > WooCommerce > System Status

All your back-end information — your WooCommerce/PHP/MySQL/etc. version, size limits, logging, and more — is found here. In the Tools tab on the same page , you can clear your website caches for multiple variables, install new options, and reset settings to the default.

Add-ons

WordPress Admin > WooCommerce > Add-ons