How to Set Up WooCommerce in WordPress – Ultimate Guide

WooCommerce And WordPress

There are multiple choices for you to think about when it comes to eCommerce. However, if you are running WordPress, then the best solution by far is WooCommerce.

A WooCommerce WordPress installation will give you everything you need to set up your online store and be successful. The proof is in the overall popularity of the tool. WooCommerce has over 4 million downloads and sports an overall 4.6 rating.

This eCommerce solution also powers roughly 7% of all online stores, and a staggering 22% of the top 1-million eCommerce websites out there. Basically, if you need to launch an eCommerce website and you are running WordPress, then a WooCommerce WordPress installation and setup is exactly what you need.

Is WooCommerce Free?

The answer to this question is both yes and no. Yes, the main WooCommerce plugin for WordPress is free to download, setup, and use. In many cases, you can get away with using just the plugin itself.

However, there will be other costs associated with building your eCommerce store. Buying a domain name, paying for hosting, and buying any subscription-based plugins for other purposes in WooCommerce will more than likely be involved.

These are customizations and add-ons, and you may have to get some depending on what you are trying to accomplish.

How to Setup a WooCommerce WordPress Installation

There are a few things you will need to have in place before you set up the WordPress WooCommerce plugin. It is nothing major; you just want to make sure you have all your ducks in a row before installing and setting up the plugin.

Here are a few things to have in place before tackling the WooCommerce WordPress setup.

  1. You have a registered a domain name.
  2. You have secured solid WordPress website hosting that will give you all the tools you need for growth and expansion.
  3. Have WordPress installed to power your site.
  4. Have a WordPress online store theme installed and ready to go.

Once these things are in order, you will be ready to install and setup WooCommerce on your WordPress website. Let’s take a step-by-step look at how to accomplish this.

Install and Activate WooCommerce

The first thing you need to do is install and activate the WooCommerce plugin. You can do this by searching for it in the Plugins section of your WordPress admin dashboard.

Install and activate woocommerce

Once the plugin has been installed and activated, you are presented with a Setup Wizard from WooCommerce.

You have the option of filling out these boxes real for quick use.  But you will still need to go back and setup the rest of WooCommerce.

Go ahead and quickly fill this out if you want, as this is their way of getting you up and running quickly. Follow those on-screen instructions and finish the wizard setup.

Now, let’s take a deeper dive into the full WooCommerce WordPress plugin. Click on WooCommerce > Settings and let’s go through the setup option by option.

Woocommerce wordpress settings tab

General Settings

The first option you see in the WooCommerce WordPress options page is the “General” tab. Click on it. This gives settings to fill in for things like your store address, taxes, and currency options.

Under the first set of choices, fill in your store address information.

Store address information

Now scroll down a little and fill in some other settings such as shipping, tax collection, and coupon information.

General woocommerce wordpress options

On the last portion of the general settings page, you will see where you adjust currency methods. Go ahead and fill those out how you see fit.

Don’t forget to click on the “Save Changes” button to apply all changes.

Product Settings

Now go ahead and click on the next tab titled “Products.” The WordPress WooCommerce plugin allows you to set certain options for product pages, inventory, and downloads. Under the Products tab you will find three sub-links:

  • General
  • Inventory
  • Downloadable products

General

Under the General link, you will find settings for the shop page, placeholder image, measurements, and reviews. Go ahead and make changes to your liking.

Products general options

Inventory

Now click on the “Inventory” link and set the inventory and stock how you want.

Note: You will also be able to manage inventory within product pages as well.

Inventory woocommerce products

Downloadable Products

The last link will be downloadable products. If you are dealing with digital goods on your eCommerce website, then fill this section out according to what you want to happen when someone purchases a download.

For instance, you can set it to “require login” and/or “Grant access to downloads” after a payment is made.

Downloadable woocommerce product settings

Shipping Settings

Now that you have set up the products according to how you want, let’s move on to the WooCommerce shipping settings. Go ahead and click on the “Shipping” tab.

Under this you will see three sub-options for Shipping:

  • Zones
  • Options
  • Classes

Here is where you will make changes to how your products are sent to customers and any expenses that may incur.

Shipping Zones

Click on the first link titled, “Shipping Zones.” This is where you will be able to add zones where certain shipping options apply. You can set up as many zones as you want by clicking on the “Add shipping zones” button.

Woocommerce wordpress shipping zones

Shipping Options

Now click on the next link titled, “Shipping Options.” From here, you will be able to set calculations and shipping destinations options.

Shipping options

Shipping Classes

Lastly, click on the shipping classes link. You can add as many shipping classes as you would like as well. Simply click on the “Add Shipping Class” button.

Shipping classes

Payment Settings

Now click on the “Payments” tab. These are pretty straightforward as well. WooCommerce has some built-in payment gateway options. You can also install other options like Stripe and use those for free as your payment gateway of choice.

Go ahead and set up any payment gateways you want. You can do this by clicking the “Enabled” switch next to each method and clicking the “Set Up” button on the far right.

Woocommerce wordpress payments page

Accounts and Privacy

The WooCommerce WordPress setup gives you a lot of flexibility when it comes to account management and privacy.

Click on the “Accounts & Privacy” tab and you will be able to set up checkout, account creation, privacy policy, and personal data options.

Guest checkout and accounts

Fine-tune the Privacy Policy for your specific website.

Privacy policy

And finally, adjust personal data retention options according to your specific needs.

Personal data retention

When you are satisfied with the options you have filled out click on the “Save Changes” button and move on.

Emails Tab

This is pretty straightforward as well. Click on the “Emails” tab and you will see a long list of templates provided by WooCommerce.

Email templates list in woocommerce

To manage any of these emails and set them up how you want, simply click on the “Manage” button located to the right side of each.

That will take you to a page that looks like this:

Manage emails templates

Fill out these template settings how you want and save them. You can do this for all messages sent from the WooCommerce system.

Advanced Options

The last option you will see is the “Advanced” tab. Go ahead and click on that and let’s finish the WooCommerce WordPress installation and setup.

You will see a number of options available under this tab.

These include:

  • Page Setup
  • Rest API
  • Webhooks
  • Legacy API
  • WooCommerce.com

Page Setup

Click on the page setup link and fill out all the options regarding how you want them displayed on the front end of your website.

Woocommerce wordpress page setup

Rest API

This is where you will create any API keys needed for external apps to run properly.

Rest api

Webhooks

Like the API area, this is where you will create webhooks when you need them.

Add webhoks in woocommerce wordpress setup

Legacy API

You can enable the legacy Rest API option from this area.

Legacy api area

WooCommerce.com

In this last subsection of the advanced area, you will find the woocommerce.com link.

This includes elements like being able to track the usage of your online store as well as suggested extensions displayed in WordPress you can buy and install.

Simply check the boxes you want as relevant and save changes.

Woocommerce wordpresss website setup options

Other Setup Options

The above information will give you all you need to set up WooCommerce. Under the WooCommerce tab on the left side of your WordPress admin dashboard, you will see some other links as well.

Two others you may want to check out are Coupons and Extensions.

Coupons

This is exactly what you think. This is the area where you can build customer coupons and apply them to orders.

Woocommerce coupon settings

Note: In order to offer gift cards through WooCommerce you will need to have an extension.

Extensions

You can also scroll through the Extensions page for WooCommerce for things you might want to use. Here you will find both free and paid WooCommerce extensions that may be useful to you.

This will all depend on what you are trying to accomplish for your online store.

Woocommerce wordpress extensions page

Adding Products in WooCommerce

Adding a product in WooCommerce is not difficult. Let’s take a look at the process. Click on “Products > Add New. You will be presented with the WooCommerce product page.

Products add new

Add a product name and then add its details in the paragraph box below.

Add woocommerce product name and details

Note: There will be another paragraph box at the bottom of the page. This is where you will actually add product descriptions.

On the right you will see areas for a product category, tags, image, and gallery.

Select the appropriate category for your product. Then, if you are using tags, go ahead and select the relevant ones you want to use on the product.

Example: Category = Cars, Tags = Car Types

The product image is the main image that will show for the specific product. Then, product gallery is for any other images you want to upload for the same product.

Category tags image gallert

Product Data

Once the above is in place, scroll down a little to the Product data section of the page. This is where the meat of the WooCommerce product setup is.

You will see a number of links on the left. These are specific areas to configure your product.

WooCommerce wordpress product data

First, select your product type and let WooCommerce know if it is a virtual or downloadable product. If it isn’t, leave that blank.

Woocommerce product type

General

Click on the “General” tab and fill out your product pricing as needed.

General tab

Inventory

Now click on the “Inventory” tab and fill out the inventory section as needed for your products. You will also be able to add an SKU number here, which is important for tracking.

Note: If you don’t keep inventory, just move to the next tab.

WooCommerce inventory tab

Shipping

Next, click on the “Shipping” tab and configure the shipping how you want it. You will also be able to assign shipping classes automatically based on the ones you built.

Woocommerce wordpress shipping tab

Linked Products

Now move on to the “Linked Products” tab. By default, WooCommerce will show other products someone may like (if you have that option checked). However, you can assign specific linked products to show as well if you want by setting up this portion.

Woocommerce linked products

Attributes

Now click on the “Attributes” tab. If you have specific attributes you need to add, then you can do that within this section. Your attributes you have built will already be added in the Attributes section of WooCommerce. You can select from these and add them in.

Note: Attributes are things like different colors, sizes, style, models, etc.

Attributes tab

Advanced

The default WooCommerce “Advanced” tab allows you to add purchase notes and enable or disable reviews. Fill this out accordingly.

Woocommerce wordpress advanced tab

Get More Options

Finally, click on the “Get More Options” tab and take a look to see if you want to add any of the available elements. You can explore those options as needed.

This includes things like naming your price, one-page checkout processes and more.

Get more options

Product Short Description

The final part of adding a product in WooCommerce is the “Product Short Description” area. This is where you will add an actual description for your product.

The short description is essentially a brief synopsis of the item. You don’t have to be too elaborate with this area, especially since the product’s main page will have all the information available.

Woocommerce product short description box

Once all of the above is entered correctly, click “Publish” and your product will be live and ready for purchase on your WooCommerce website.

Marketing Your WooCommerce Website

There are several ways you can go about marketing your WooCommerce website. Of course you want to start with Social Media posts and advertising. However, you can also market in many other ways.

Final Thoughts

WooCommerce is a massive eCommerce system that can provide you everything you need to build a successful online store with WordPress. It may look daunting at first, but WooCommerce is actually not too difficult if done correctly.

I hope the information above in this WooCommerce tutorial showed you exactly what you need to do to get your WordPress eCommerce site up and running smoothly.

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