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Complete WooCommerce Tutorial Step By Step

05 December 17
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In this WooCommerce tutorial, we have decided to describe the most important settings and recommendations for launching your WooCommerce based online store. In addition to reviewing the features and basic settings, we will describe the best settings for optimizing your store SEO, fine-tuning performance, customizing your cache, and the settings for additional features that are not included in the basic WooCommerce plugin.

WooCommerce Tutorial Step By Step

First step of WooCommerce Tutorial: WordPress Installation

To install WordPress, you need to go to the WordPress official site at wordpress.org and download the latest version.

Then you need to install it on a local or remote hosting and go through quite easy installation process.

WordPress installation steps:

  1. Choosing language:
  2. Database information:
  3. Database settings:
  4. General WordPress settings:

System requirements

Here are the optimal hosting settings for a site to work on WordPress:

  • PHP 7 or greater;
  • MySQL 5.6 or greater OR MariaDB 10.0 or greater;
  • The mod_rewrite Apache module;
  • HTTPS support.

Note: If you are in a legacy environment where you only have older PHP or MySQL versions, WordPress also works with PHP 5.2.4+ and MySQL 5.0+, but these versions have reached official End Of Life and may expose your site to security vulnerabilities.

Find out more here: WordPress Requirements 

WooCommerce Installation

Go to the Plugins section and click on Add New. Enter WooCommerce in the search field and install it.

After activation, WooCommerce prompts you to go through the quick setup process. You can go through the four suggested steps at once, however, we recommend that you skip this installation at this point and edit the detailed settings later in the respective section.

We recommend that you set up a Storefront theme and sample data for the test right away to ease all further settings. You can do this in your dashboard, after installing WooCommerce.After completing all the settings, this demo data can be deleted.

The most important plugins installation

All plugins can be installed likewise WooCommerce from the Add plugin page, after typing the name of the plugin.

Yoast SEO

This is an obligatory plugin if you want your products to be easily found on the search engines.

You can read more about setting up your store for the best SEO optimization here:

Complete WooCommerce SEO Guide and Tips

WooCommerce SEO Addon

This plugin provides additional SEO capabilities that are not available in the basic Yoast SEO, such as:

  • It displays basic online store information through the micro layout on the homepage.
  • It displays price, stock availability and currency information in layout data on the product page.
  • It displays price, stock availability and currency information in Open Graph data on the product page.
  • It automatically generates alt text to all product images.
  • It displays the brand information in the micro layout data on the product page.

WooCommerce Permalink Manager

This is an obligatory plugin if you move from another platform and want to save the URL structure and remove the unnecessary slag from your store’s URL making it more concise and readable.

Google Analytics

These are the obligatory plugins for analyzing your online store and collecting comprehensive statistics:

  • Google Analytics Dashboard for WP (GADWP);
  • WooCommerce Google Analytics Integration.

For finding more details about the settings, please check out our tutorial:

Woocommerce Google Analytics Integration and Plugins

Basic settings to be made before starting work

All the above plugins usually have the recommended settings and they are suitable for most users. In this section, we will describe only those settings that you definitely need to pay attention to, and will give a brief description of the spots where you can do some other settings.

SSL certificate

First of all, we highly recommend that you buy and install an SSL certificate for your online store, so that your site’s address begins with “https”.

This greatly affects your site’s promotion in the search engines, as well as user’s trust and, accordingly, conversion.

You can buy the SSL certificate and set it with the help of practically any hosting provider.

Basic WordPress settings

Be sure to change the following on the General settings page:

  • Site Title is responsible for the name of your site, including  the Meta Title name building. It is important to enter the short name of the store here.
  • Tagline is a short description of the store, which is usually displayed under the logo.
  • WordPress Address (URL) is the main store address. If you have an SSL certificate, write the address with https.
  • Site Address (URL) – duplicate the same address above.
  • Email Address – it is very important to have a valid email here, since all system messages will be sent to it.
  • Site Language – make sure that the correct site language is selected here.
  • Timezone – make sure the correct time zone for your store is selected here.

In the Common Setting section, we recommend that you check a Post name. This will make your URLs for posts and static pages more concise, with no extra data.

We recommend that you do not change anything in the Optional and Product permalinks sections, but you can add the slag to the URL you consider necessary.

If you want the URLs of your online store to be free from the default prefixes provided by WooCommerce, use the WooCommerce Permalink Manager.

To ensure that the URLs of products and product categories are as convenient as possible, we suggest that you use the following settings:

Other WordPress settings

All other settings from the General, Writing, Reading, Discussion, Media pages have the correct settings by default. Accordingly, they need to be changed only if you need to somehow modify the logic of your store’s performance.

You can read more about these settings using the Help section in the WordPress interface:


Basic WooCommerce Settings
Be sure to fill in the following on the General tab:

  • Address line 1 – the address of your online store, which is used in many places and affects the regional promotion of the online store. We highly recommend that you fill in this field, unless your store is virtual.
  • Address line 2 – in case your store has two physical addresses.
  • City – the city in which your store is located.
  • Country/State – the country and state in which store is located.
  • Postcode/ZIP – Postcode/ZIP of your store location.
  • Enable taxes – in case your country charges different rates for different regions, you need to set up the tax rates to be available.
  • Currency – the main currency of your online store.

Products tab

This tab contains the main display settings for products. The default settings are generally suitable for most stores. The only thing you need to pay attention to is the Manage stock option on the Product/Inventory tab.

It is checked by default, but if your store sells virtual products or does not have a warehouse, you can uncheck it to not indicate the stock availability.

Read more about the Product tab in the official documentation

The Tax tab

If your store considers taxes at checkout, this tab will help you to make all the necesaary settings for tax calculations. Get more instructions for managing this tab

The Shipping tab

On this tab you can make shipping options and shipping zones settings. Find out more about the Shipping tab options

The Checkout tab

On this tab you can change the general checkout and payment options available in your store.

Get more instructions for managing core payment options

The Accounts tab

This tab provides the registartion settings for the new users of your store. By default all settings are made accurately here and it does not need any changes. More details

The Emails tab

On this tab you can view the templates for all automatic notifications sent to your store users and aslo the design of notification messages.

Make sure you completed the following fields accurately:

  • “From” name
  • “From” address
  • Header image
  • Footer text

 

These fields will be displayed to your users when receiving emails from you.

The API tab

This tab allows you to get keys to access Rest API for the third-party applications, such as iOS or Android Application. There is no need to make any changes here.

Yoast SEO settings for WooCommerce

The Dashboard page

To turn on advanced settings, choose Enabled under Advanced settings pages in the Features tab:

Fill in all the fields in the Company Info tab (before the changes are made this tab is called Your Info):

Connect and write, respectively, Webmaster Tools from all the necessary search engines in which you want to promote your online store.

You can leave the default settings in the rest of the tabs.

The Titles & Metas page

On this page, you can customize templates to create meta tags on all pages of your site. By default, there are already the correct settings that will allow you to generate meta tags effectively for the search engines.

We recommend that you make changes only if it’s essential.

The Social page

On this page, you can set up  information sharing in social networks and the online store optimization for the social media.

The following data must be filled in:

  • Accounts tab – insert all your social media pages that are in use;
  • Facebook Tab – you can leave the default data;
  • Twitter Tab – you can leave the default data;
  • Pinterest tab – if used, it’s worth confirming your site; there is a link to the instruction how to do it in this tab;
  • Google+ Tab – if you have a Google+ business page, copy its address to this tab.

The XML Sitemaps page

Yoast SEO has the necessary configurations set for building a Sitemap for your online store. There’s no need to change anything.

Advanced page

This page contains various advanced settings for SEO. However, the default values should not be changed without the necessity as they are in line with the latest recommendations.

Search Console

This page gives an option to authorize Yoast SEO and your Google Webmaster Console, after which it will display information about all 404 pages on your site. We strongly recommend authorizing.

Premium and Yoast WooCommerce

Yoast also has a premium version for working with WooCommerce, which allows you to extend the use of Schema.org and OpenGraph layouts.

However, you can also use the free WooCommerce SEO Addon plugin, which does the same, plus contains some additional options.

WooCommerce SEO Addon settings

For proper operation, it is necessary to add, if possible, the data in all the fields specified in the settings of the plugin.

Find out more about the working principle of the plugin here: WooCommerce SEO Addon

Google Analytics settings

We created a separate detailed tutorial on Google Analytics. You can find it here: Woocommerce Google Analytics Integration and Plugins

 Store’s appearance customization

Choose and install a theme

After installing WooCommerce, it offers you to install its main free theme – Storefront.

Storefront is an easy-to-use theme with not a lot of customizations, however it supports all the existing WooCommerce functionality and works well with the third-party plugins and WooCommerce Extensions.

The theme management can be done through the section Appearance -> Themes:

Also, we encourage you to look through our research that will help you choose the best theme for your online store:

Top 10 Best WooCommerce Themes 2017 Review and Comparison

Working with customizer

In this section, we will look at the main points that should be addressed when customizing your theme. We will demonstrate customization of StoreFront as an example.

All customizations are made in the Appearence -> Customize section. After opening it, you will see the following interface:

The most important here are the settings in the following sections:

Site Identity

In this section, it is important to choose a logo for your site, as well as an icon that will be displayed in a browser and differentiate your site among the others.

Menus

Here you can set the menu items for all menus in the header and footer.

Widgets

Here you can set the main widgets for your online store. It is very important to set them up in all necessary areas for the proper operation and convenience of an online store.

The main WooCommerce widgets you can use:

  • Active Product Filters – Display a list of active filters.
  • Filter Products by Attribute – Display a list of attributes to filter products in your store.
  • Filter Products by Price – Display a slider to filter products in your store by price.
  • Filter Products by Rating – Display a list of star ratings to filter products in your store.
  • Product Categories – A list or dropdown of product categories.
  • Products – A list of your store’s products.
  • Products by Rating – A list of your store’s top-rated products.
  • Product Search – A search form for your store.
  • Product Tag Cloud – A cloud of your most used product tags.
  • Recent Product Reviews – Display a list of recent reviews from your store.
  • Recent Viewed Products – Display a list of a customer’s recently viewed products.

The standard WordPress widgets are also available.

Various themes and plugins also add their widgets, which can then be used when customizing your online store.

Other settings

Depending on the theme you choose, the following settings are often available. They can be applied for better customization of your online store:

  • Header;
  • Footer;
  • Background;
  • Typography;
  • Buttons;
  • Layout;
  • and others.

Setting up the main content pages

The Pages section contains all the main content pages.

There are many service pages in this list, which can not be deleted, as it can affect the stable operation of your online store. But it’s very important to change some pages in order to personalize your site.

Welcome — Front Page

This is the main page of your online store. It is first and foremost important to set up the correct Meta Tags here with the help of the Yoast SEO section:

Be sure to enter the correct name of your online store and its short description.

Shop — Shop Page

This is the main catalog page of your online store, which displays all the added items.

Online stores often leave this page more as a service one, not displaying it to the users. In this case, to avoid duplicate content for search engines, it’s worthwhile to write a canonical to the main page with the help of the Yoast section.

Otherwise, you should change its name and add unique Meta Tags.

Contact

This page contains your store’s  contact information, which can be changed at your discretion. Do not forget to add Meta Tags.

Optionally, we suggest installing a Contact Form 7 plugin that will allow you to display a  feedback form on this page and collect information from your customers.

Once installed, you need to go to the page with all forms and copy the Shortcode:

After that, you need to move on to editing of your Contact page and put it below the content:

The following form will appear on your contact page:

By default, this form will send all messages to the email you specified in the general settings of the site. However, you can go to the form editing and change this address; you can also change or rename the fields for filling and make the additional settings if needed.

You can find out more about the configuration of the forms in the official documentation of the plugin: Admin Screen

Other important pages worth attention

  • Cart
  • Checkout
  • My account

On these pages, you need to put the No Index through Yoast SEO, since they are service pages and will only clog the search engine index.

After all the basic settings for your store are made, you can move on to filling it with the products and working with the orders.

Working with the products and categories

In this section, we will briefly look through the aspects of working with the product catalog of your online store.

Creating product categories

First of all, for better catalog navigation, add all the necessary categories you will add your products to.

You can do it in the following simple interface:

You can read more about working with the categories on this documentation page: Managing Product Categories, Tags and Attributes

Creating product attributes

Product attributes are needed first and foremost to use flexible filtering and product search by these attributes. Product attributes are also used to create a Variable Product, a product that contains several price options, for example, different colors or sizes.

Product attribute management can be done in the following interface:

You can read more about working with attributes on this documentation page: Managing Product Categories, Tags and Attributes

Managing the product catalog

The entire product catalog is placed on one page in a handy table. You can right away take a few quick steps in the list of products:

  • Do a quick search for products using a filter;
  • Apply massive editing of products (e.g., change category or price for all the selected products) or massively remove products;
  • Every product in the list can be quickly edited, deleted, copied or viewed on the site.

Adding new products

Adding new products can be done through a simple interface, which contains all the necessary fields to be filled in:

  • Name;
  • Description;
  • Price;
  • Category selection;
  • Photo of the products;
  • And others.

You can find out more about various types of products available and the process of adding products here: Adding and Managing Products

Store management

After a complete setup and adding all products to the  store you can begin to work with orders and customers. WooCommerce also has a large number of convenient and efficient tools for this.

Orders management

All the orders made by your customers through the site are displayed in a unified interface, which allows you to quickly view all the basic information about an order, as well as to go to the card for a separate order for additional viewing and settings.

You can also create an order by yourself with this interface if the user has placed the order by phone.

For more information on the orders management, you can read the following documentation: Managing Orders

Creating discount coupons

For the marketing purposes, to attract more customers you can use the discount coupons. This feature is available after installing WooCommerce and allows you to create coupons in a user-friendly interface.

Reports

Besides using Google Analytics, you can also use the WooCommerce analytics to get the data about:

  • Orders with comprehensive graphics and different settings for visualization;
  • Customers and their purchases;
  • Products only few items of which are left in stock.

You can read more about available reports at: WooCommerce Reports

Status

This page allows you to learn the basic information about the system and possible errors that occurred during operation. If there are any problems in the store, visit this page first and check if there’re any errors.

For more information on how the Status works, please visit Understanding the WooCommerce System Status Report

Additional features

We also recommend that you pay attention to the additional features and plugins that can make your store even more convenient, lead to the sales and conversion of your users into customers.

Premmerce Search

This plugin solves two problems at once:

  • Replaces the regular WooCommerce search with Live Search;
  • Provides search results despite possible mistakes the users can make.

You can find out more here: Premmerce Search – WooCommerce Product Search

Premmerce WooCommerce Product Filter

This plugin greatly improves the standard features of WooCommerce filtering and adds new features, such as filtering the search results, etc.

You can find out more here: Premmerce WooCommerce Product Filter

Premmerce WooCommerce Brands

If you need to add the information about brands of your products, or if you need to display the brand page and additional brand widgets, you can use this plugin, as the standard WooCommerce functionality does not imply adding brands.

You can find out more here: Premmerce WooCommerce Brands Free Plugin

WooCommerce Customers Manager

This plugin will improve the informative part of customer management. Namely, it adds filtering customers by the registration date and the amount of money spent, adds a display of the amount of money spent and a list of orders on the user’s card.

You can find out more here: Woocommerce Customers Manage

Premmerce WooCommerce Toolkit

This is a versatile suite of addons and extensions for WooCommerce, which is designed to provide the tools necessary for conducting effective business in e-commerce, that are not part of the basic version of WooCommerce.

You can find out more here: Premmerce WooCommerce Toolkit

Premmerce User Roles

Premmerce User Roles will help you create new user groups for your own purposes.

You can find out more here: Premmerce User Roles

Premmerce Dev Tools

This plugin facilitates the development, testing and debugging of the code on the WordPress platform. The important options are also the creation and removal of demo data, which can greatly simplify setup if you want to test the work of a store with many products and categories.

You can find out more here: Premmerce Dev Tools

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