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Installing and Configuring WooCommerce In WordPress

Posted by Andre on 05 11 2015. 3 Comments on Installing and Configuring WooCommerce In WordPress

WooCommerce

After reading our article on how to transform your WordPress website into an online store with WooCommerce, you have decided you want to install WooCommerce in WordPress. Well, you are in luck. This article will walk you through the steps of installing and configuring WooCommerce. This article is meant to be a step by step guide on how to install WooCommerce and also steps on how to configure WooCommerce. The Woocommerce setup is made easy by the wizard which walks you through some of the critical areas so you can have your WordPress online store up and running in no time. If there is anything I have missed and you would like more information on, just leave a comment and I will adjust accordingly.

Install WooCommerce

  1. Your first step in installing WooCommerce is head over to the Woothemes website and go to the WooCommerce download page. Once there, click the download link “Free Download”. Save the file to your computer (which would most likely be in the Downloads folder).
  2. Login to your WordPress then head to the Add Plugins page. You would get there by mousing over Plugins on the left then click “Add New” (Plugins > Add New).
    Wordess add new plugin
  3. Click “Upload Plugin” which is found beside the page title (close to the top of the page).
    WordPress upload plugins
  4. Once you are on the upload page, click the browse button and then locate the file you downloaded from the Woothemes website. Once this is done, click “Install Now”.
    WordPress upload plugins 2
  5. When WordPress has finished installing WooCommerce, you will then need to activate WooCommerce. You will be given a link to activate WooCommerce directly after installing WooCommerce as seen in the image below. You can also activate WooCommerce by going to the “Install Plugins” page then click “Activate” beside WooCommerce.
    Activate WooCommerce

Configuring WooCommerce

At this point, you have now installed WooCommerce so it is time to configure WooCommerce. Directly after activating WooCommerce, you are brought to the page below. Click the “Let’s Go!” button to start Configuring WooCommerce

Configure Woocommerce first page

Page Setup

For WooCommerce to work properly, there are a few pages which will be needed. This step of the configuration will allow you to automatically create the needed pages. These pages will include

  • Shop – The shop page will display your products.
  • Cart – The cart page will be where customers go to view their cart and begin checkout.
  • Checkout – The checkout page will be where customers go to pay for their items.
  • My Account – Registered customers will be able to manage their account details and view past orders on this page.

 

Once the pages have been created, you will need to assign these pages to your WordPress menu but that is another topic for another time. You have the option to skip the automatic page creation by clicking the “Skip this step”. If you want the setup to create these pages for you then click the “Continue” button.

Store Local Setup

Now it is time to specify where your store is based, currency and formatting information. In the image below, I have labeled all the fields which you might need to adjust. The nice thing about the setup page is that if you select your state and country, the currency units for weight and dimensions might automatically be adjusted. In this case, I selected Florida and you can see the results below.

  1. Where is your store based? You should select the main location of operation for your online store. In the case where your business is purely online and has no physical location, you would still need to select the state and country where you are based.
  2. Which currency will your store use?You should select the currency you will be using to list your products online.
  3. Which unit should be used for product weights?You should select the unit of measurement for weight for your online products. In a case where your store does not ship product, just select the unit of measurement used by your country or state.
  4. Which unit should be used for product dimensions? Select the unit of measurement for dimensions. In this case, “in” for inches is being used.

woocommerce store locale setup

Once you have selected all the appropriate fields, click “Continue” and you will be brought to the next WooCommerce setup page.

Shipping & Tax Setup

Shipping Setup

It is time to setup shipping and tax information for your online store. If you will be shipping products to your clients, tick the checkbox beside “Yes, I will be shipping physical goods to customers”. Next, for my online shore, I intend to charge $5 per item for domestic shipping and $10 per item for international shipping. I entered 5 in the per item field for domestic and 10 in the per item field for international. You can see this in the image below.

woocommerce shipping setup

In a case where you plan to only charge a flat rate per order, you would use the “per order” field. As an example, if you intend to charge a flat rate of $10 per order and $20 for international, you would enter the values as seen in the example below.

woocommerce shipping setup flat rate

You will be able to adjust these values at any time by going to WooCommerce > Settings > Shipping from your dashboard.

Tax Setup

Now for tax setup. If the items you are selling in your online WooCommerce store attracts tax, then you would add a tick to the checkbox beside “Yes, I will be charging sales tax”. A few more fields will appear. The next thing you need to figure out is if the prices you will be entering will include tax or will they exclude tax and the tax will be added after. In the scenario for the tutorial, I want the tax to be added after I enter the selling price so I have selected “I will enter prices exclusive of tax”. The WooCommerce setup wizard is so wonderful that can import based on the state you selected on the Store Locale Setup page. In this case, I will tick the checkbox for “Yes, please import some starter tax rates” tax rate for Florida will in imported.

woocommerce tax setup

You will be able to adjust these values at any time by going to WooCommerce > Settings > Tax from your dashboard.
Once you are finished entering your shipping and tax information, click “Continue” to move on the next setup page.

Payments Setup

On this page, you will specify what payment methods you will be accepting with WooCommerce Online store. If there is a payment method you would like to be used is not listed here, you can always installed a plugin which will give you additional payment methods. For our online store in this tutorial, we use PayPal and Cheque payments. To accept payments with PayPal in WooCommerce, enter you PayPal email address in the “PayPal Email Address” field. Additionally, you would select “Enable payment via Cheques” as you intend to accept payments via that method. You should select any other payments method which applies to your online store.

woocommerce payment setup

You will be able to change your payment options at any time by going to WooCommerce > Settings > Checkout.
Click “Continue” to move on to the next page.

At this point, you have now setup, installed and configured WooCommerce which should only take about 5 minutes. You will see a page similar to what is seen in the image below. Your next step is to add product to your WooCommerce online store, which will be covered in another article.

woocommerce setup final page

The entire process of setting WooCommerce is not complicated and this tutorial should give you a good start. If you at any point need further clarification, write a comment and we will reply as best we can. If you would like professional help in setting up WooCommerce, you can look to the WooCommerce experts at WP Spartans. Check out one of our support plans if you are interested in having the experts setup WooCommerce for you.

Comments ( 3 )

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  • Ann

    Haven't gotten this far yet, but reading ahead and will definitely be coming back here once we're ready. https://docs.woothemes.com/document/installing-uninstalling-woocommerce/ November 19, 2015 at 2:04 pm Reply

  • Amir Hasan

    Very well written post with clear and easy to follow steps. Thanks! June 6, 2016 at 12:08 am Reply

  • Amir Hasan

    Very well written with clear and easy to follow steps. Thanks. June 6, 2016 at 12:10 am Reply

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