Mar 09, 2021
WooCommerce Tutorial: How to Set Up eCommerce on WordPress
Do you have products or services to sell? Want to earn money from your WordPress website, but not sure where to start? Worry no more. In this WooCommerce tutorial, you will learn how to turn a regular WordPress website into an eCommerce store.
WooCommerce is an open-source eCommerce plugin designed for WordPress. It is a platform for both small and large online businesses. WooCommerce has a variety of tools, such as different shipping and payment methods, variable products, and much more.
Check out how to create an online store with WooCommerce in under an hour.
With that being said, continue reading our WooCommerce tutorial to know how to start an eCommerce store using WooCommerce for WordPress.
1. Installing and Activating WooCommerce
Since WooCommerce is a free WordPress plugin, it can be installed from the official WordPress plugins directory. The first step is to log into your WordPress admin area.
Next, follow these steps to install WooCommerce:
- From your WordPress dashboard, select Plugins from the left side menu.
- Press Add New and type WooCommerce in the search bar.
- Find WooCommerce from the search results and click on Install Now.
- Once the installation is complete, click the Activate button.
If you need more detailed instructions on how to install WooCommerce with WordPress plugins, see this article.
2. Setting Up WooCommerce
Alternatively, you can also run the wizard from WooCommerce -> Help -> Setup Wizard section.
Follow the WooCommerce tutorial below to set it up:
- Set up the Store Details, including your country, address, and zip code.
- Move on to the Industry in which your store operates. Make sure to check all the apply.
- Then, in Product Types select the type of products that will be listed. And again, make sure to check any that apply.
- Include more Business Details such as, how many products you will display and if you are selling anywhere else.
- For the next step, choose a Theme. These can be from Paid themes or Free themes but don’t worry, it can be changed later.
- You will then be prompted to enhance your store with Jetpack. It’s necessary if you want to enable automated sales taxes and payment gateways. Jetpack also gives additional benefits such as better security, improved speed, store monitoring, product promotion, and management of your store from your phone. Click Yes please! to proceed.
- Create a Jetpack account by entering your email address, username, and password. Or, you can make use of the one-click registration through your Google or Facebook account. Creating a new account will direct you to the Jetpack interface while signing in will move you to the final part of the setup process.
- The next step will redirect you to your WooCommerce dashboard. Here you will see Finish setup, Stats overview, Inbox, and more.
- In the Finish setup area, you can click and complete the following: Add my products, Personalize my store, Set up shipping, Set up tax, and Set up Payments.
- Select Add my products to add your first product. It will give you the option to Add manually, Import larger CSV files, or Migrate your store from another location. Then follow the steps in the next section.
- Then, Personalize your store by creating a custom homepage, uploading a logo, or changing the settings on a store notice.
- Move on to Set up shipping. Here you can change the settings on how much customers pay to ship to your country and to the rest of the world.
- Then, Set up tax, either connect your store to WordPress for automated sale tax calculation or set up tax rates manually.
- Finally, Set up payments. You will have the option to choose direct bank transfers, cash on delivery, PayPal, or Credit Cards (by Stripe.)
3. Adding New Products
The process of adding new products is similar to uploading a new post to your WordPress blog. Follow the steps below to add a WooCommerce product to your eCommerce store.
- Get started by clicking on Products, which is located under WooCommerce. From there, click on Add New.
- Then, type in your product’s name and add a detailed description including relevant information about your product.
- Scroll down to the Product data section and choose the product type. Then, set additional information – price, stock and inventory, shipping, linked products, etc. Check the Virtual box if your products are non-physical goods and don’t need shipping, and check Downloadable for products such as software or files.
- Next, give your product a price and include a short description to be displayed below the product’s name.
- On the right side, add the Product categories. Add a new category or file it under a previously made Parent category.
- Product tags give you the option to label your products, making it easier for customers to find them.
- The Product image area allows you to upload or assign an image to your product.
- Product Gallery is where you can add more images to your product.
- Once you’re happy with the settings, check the Preview, Save Draft, or click Publish. Here you can also choose the visibility of your product. The default is public, while other options are password protected and private. Note the Catalog visibility option which has the following settings:
- Shop and search results. Your products will be visible everywhere: search results, category, and shop pages.
- Shop only or Search results only. The products will show up either only on shop and category pages or only on search results.
- Hidden. Products will be visible only on the single product page, and not on any other pages.
- Here’s an example with a featured image:
It is essential to learn the basics of WooCommerce and understand what product categories, attributes, and types are:
- Product category. This helps group your products. For example, if you sell apparel, top wear, bottom wear, and nightwear could be your product categories. They enable the shopper to locate products from the same category quickly. You can create as many categories as you want and edit them anytime.
- Attributes. This filters the products by size, color, fabric, and by what the customers like, to help them choose their desired products easily. You can either assign attributes independently to each product or set up a global attribute for the entire website.
- Product Types. WooCommerce saves the customer’s time by having predefined product types:
- Simple – a stand-alone product that is shipped without any other additional options. For example, one physical book.
- Grouped – you can group related items such as a dozen shot glasses.
- Virtual – these are products that require no shipping as they are not physical entities, like services.
- Downloadable – digital products that you can download. For example, songs, images, videos, eBooks, etc.
- External – products that are advertised on your website, but are sold elsewhere.
- Variable – these products have variable qualities like sizes, colors, etc. For example, shoes and clothes.
Let’s continue with this WooCommerce tutorial by checking the Products page. You can see and manage all of your products as well as edit, preview, feature an item, and apply bulk actions by selecting multiple products.
Here’s what else you can do with your products:
- Duplicating a product. Find the Duplicate button under each item. WooCommerce will create and open a new product draft for you to edit. It’s super useful if you have similar items to sell.
- Marking a product as featured. Click on the Star icon of the products of your choice. Featured items can be displayed on your homepage or be included in posts by using shortcodes.
- Deleting a product. Click on the Trash button that appears under the product name when you hover over it.
4. Managing WooCommerce
Now that you understand how to manage products on WooCommerce, in this part of the tutorial, you will learn how to handle everything else – orders, coupons, reports, and other online store settings.
A new order is created every time your customer completes the checkout process. View them by clicking on WooCommerce -> Orders on the left-hand menu.
Each order has its unique Order ID, date of purchase, order status, and total price.
To edit or view a single order, click on the Order name. You can easily update the order status, modify the ordered items, issue refunds, as well as view and change pricing, taxes, shipping, billing, email address, and more.
Coupons are a great way to market and sell your products. With WooCommerce, you can add, edit, and view coupons in the Coupons section.
Creating a new coupon is similar to creating a new post or product. First, choose a name or generate a coupon code. Then decide on the discount type which can be fixed or a percentage. You can choose free shipping as well. Then select the expiry date and click Publish.
If you need to edit a coupon, simply click on its name, and make the necessary changes.
In the Customers section, view all your previous customer’s information. This includes:
- Last Active
- Sign-up date
- Email address
- How many orders
- Total money spent
You can also download this information into a PDF file.
In the Reports section, you can see your store’s performance from the number of items purchased, gross sales, average daily sales, and product data, to other relevant stats.
You can get started generating statistics for separate products, categories, or coupons in this section. Do this by selecting the period for which you would like to create the report – the previous month, the current month, the previous seven days, or any custom duration, and click Go to generate the report.
On the Settings page, you can change your online store’s core options, such as location, currency, or API settings. But be sure to hover on the question mark beside each of the settings for a short description before making any significant changes. Now let’s go through the available tabs and briefly overview what can be changed there.
- General. On this tab, you can change the store’s main settings such as location, currency, payment gateways, as well as enable/disable taxes, display notices for all your visitors, offer free shipping, and so on.
- Products. There are various product settings from different sections that you can customize:
- General – set the measurement units, enable/disable reviews, and set the base page of your shop.
- Inventory – customize the default stock options, enable/disable stock management, enable email notifications, etc.
- Downloadable Products – configure file download methods and access restrictions if you sell downloadables.
- Tax. Here, you can choose to include or exclude taxes when you enter the price, enable the automatic tax management, include or exclude tax in the pricing display, etc. You can also set new locations to follow a certain set of rates – standard rates, reduced rates, and zero rates.
- Shipping. You can add settings for shipping zones, shipping methods, free shipping, rates, and other shipping options. You can even set a different shipping rate for separate locations.
- Payments. On this tab, feel free to enable, disable, and manage all the available payment gateways.
- Accounts & Privacy. Select this tab to change the account settings for your customers, such as allowing guests to checkout without an account, letting them create an account during checkout, etc. You can also set a policy message to appear during account registration and set how long you want to keep customers’ data.
- Emails. It allows you to configure the settings for emails you send to buyers. You can also customize email templates and change email details.
- Integration. Here, you’ll get to integrate your store with Facebook and benefit from its features such as Messenger integration, showing your Facebook ads to potential buyers, install tracking pixel, etc.
- Advanced. This tab allows you to edit the settings on set pages, force SSL on checkout pages, enable or disable WooCommerce API, authorize access to external apps, and set their permissions. Webhooks can be configured in this section as well.
In this part of the tutorial, we’ll discuss the System Status page and why it is useful for checking the overall health of your WooCommerce store. From the WooCommerce version, web server type to PHP limits – you can see almost everything here.
Get started by pressing the Get System Report button to generate a detailed report for your hosting or WooCommerce WordPress support team.
You can also move to the following tabs to set other options:
- System status. This is an overview of everything from your API package, server environment, database, security, plugins, settings, pages, status, and more.
- Tools. In this section, you can clear WooCommerce cache, enable/disable debugging, reset user capabilities, and so on.
- Logs. This tab retrieves log files with useful information for debugging or troubleshooting errors.
- Scheduled Actions. This contains a list of hooks (automatic actions) along with other details such as the scheduled date, status (completed or pending), recurrence time, and logs.
Extensions are what make WooCoommerce so flexible and easily adaptable. Similar to WordPress plugins, you can install them from the WooCommerce Extension store.
Although there are mostly premium extensions, they are worth every penny. You can enhance your online store, add more payment gateways, shipping methods, integrate tracking solutions, and synchronize WooCommerce with third-party services.
Keep on reading to find our list of recommended extensions and plugins at the end of this WooCommerce tutorial.
Customizing Your Store
In most cases, it isn’t the best idea to display your WordPress WooCommerce store in the default look. Take advantage of the vast array of customization options available and tailor your website to your needs. Therefore, to attain the maximum interest of customers, we recommend going for a custom theme.
You can improve the user experience even further by changing your website settings and adding various WooCommerce extensions. Fortunately, a lot of themes and extensions are free. Let’s look at some of them more closely:
Just like any other WordPress website, you can elevate your WooCommerce store by installing a new theme. There are plenty of options – whether you want a classy and minimalist look, or want to be loud and abstract.
Installing themes on WordPress is fairly straightforward – simply go to your admin area and navigate to Appearance -> Themes. Then, click the Add New button to install a new theme. If you are still having trouble, check our step-by-step guide on installing WordPress themes.
In this WooCommerce tutorial, we have compiled a list of the most popular free themes for your WooCommerce store:
An excellent place to start is with, Illdy, a sleek, modern, and minimalistic WordPress theme. Although geared primarily towards portfolio sites, due to its single page design, it can also work well for a business website. It is also compatible with other popular plugins.
For instance, the Galleria child theme is perfect for a clothing and fashion store, while the Bookshop theme is intended for an online book store. With more than ten child themes to choose from, each with its own unique flavor and features, you can hardly go wrong with Storefront.
Market is another multi-purpose WordPress theme that works exceptionally well with WooCommerce. It makes it very easy to display products for sale, and is pleasing to the eye due to its minimalist design. Market also comes jam-packed with features, such as stellar animations that are uncommon on other eCommerce themes.
As stated before in this WooCommerce tutorial, extensions and plugins are what make WooCommerce such a powerful eCommerce tool. You can pile a ton of useful features on top of the WooCommerce core. It ranges from user experience enhancements, additional languages, currency options, dedicated analytics, and more.
To install plugins on WordPress, navigate to the admin panel to Plugins -> Add New. The following is a brief list of some of the most popular extensions and plugins for WooCommerce:
Any eCommerce website is incomplete without an online payment solution. With PayPal, you get the world’s most widely used payment system on your WooCommerce website.
An alternative to PayPal is the Stripe Payment Gateway for WooCommerce. This can be a better option for some, as it does not take the customer to an external page for payment. Instead, it integrates fully with your website. It also supports Visa, MasterCard, Apple Pay, Goole Pay, American Express, and more.
A self-described glue for the WooCommerce and WPML (WordPress Multilingual) plugins, WooCommerce Multilingual allows you to translate every facet of your website to other languages. This includes product information, checkout, and contact.
As the name suggests, the plugin filters out products based on various criteria like price, size, category, etc. Product filtering is a staple of any eCommerce website, so you should definitely have this on your website.
Another neat plugin for enhancing user experience, the WooCommerce Menu Cart displays the visitors’ shopping cart on every page in a tiny window. Customers don’t have to periodically check the cart manually as they can see which items are in the cart at all times.
Combining social media with eCommerce is often a good idea, and YITH seems to understand this very well. Its WooCommerce Wishlist plugin can be used by visitors to create an item wish list on your eCommerce website, which can then be shared on various social media platforms for all their friends to see. A win-win for both sides.
Keeping in touch with mobile design principles, Pushover for WooCommerce is a tiny yet highly useful plugin for enabling push notifications for your eCommerce business. Whether you want real-time notifications on inventory, sales, or anything else, Pushover will come in handy.
FraudLabs Pro is a fraud prevention plugin that allows you to screen all order transactions and protect your WooCommerce store from fraud orders. It validates all order elements such as geolocation, proxy, email, blacklist, credit card, transaction velocity, etc.
The plugin works behind the scene during the checkout process. It also generates comprehensive reports in the merchant area. This tool is a must to protect against fraud and chargebacks. It’s a freemium plugin, meaning you can get a Micro Plan (less than 500 transactions) free of charge.
Another gem of an extension by YITH, Infinite Scrolling, eliminates the wait users have to endure for a new page to load. Instead, they can scroll indefinitely for new items. This is useful for quick comparisons of multiple items, as you don’t have to switch between pages.
To separate yourself from other eCommerce stores, you can also change your settings and add the option for customers to gift wrap the items they have just bought. This makes sending gifts convenient and can be beneficial for your business come holiday season. The plugin can also be configured to choose between multiple gift wraps.
Why Choose WooCommerce?
Among the many eCommerce plugins you can use for free, WooCommerce in WordPress is considered to be at the top of the list. Here’s why:
- Built for WordPress. It allows seamless integration with WordPress, and you can also connect with millions of WordPress users.
- Scalable with your needs. Small or large, few or many, WooCommerce can ride the wave with you.
- Ensure security. WooCommerce protects your data from falling into the hands of any third-party platform. It also secures the transactions between consumers and you.
- Audited by Sucuri. This ensures that WooCommerce sticks to the coding standards and best practices of WordPress.
- A vast and ever-growing global community. There are more than 350 contributors and over 5 million WooCommerce installations up to this date.
- Well-documented. WooCommerce provides comprehensive documentation and guides that cover a broad range of topics like setup, SSL, theming, snippets, and so on.
- An array of free and paid extensions. The most defining benefit of WooCommerce is a large number of free and paid extensions. They allow you to customize your WooCommerce with a wide range of features and integrations.
WooCommerce is undoubtedly a great tool to turn WordPress into a fully-featured eCommerce online store. The best part of it is that you don’t need in-depth knowledge of programming to sell your products online. We hope that this WooCommerce tutorial helps you set up and manage your online store.
If you have any queries related to the above WooCommerce tutorial, do let us know in the comments.