Sign up for Treehouse

to watch this video

Sign up for Treehouse
How to Build an eCommerce Site Using WordPress & WooCommerce

How to Build an eCommerce Site Using WordPress & WooCommerce

Treehouse Workshops How to Build an eCommerce Site Using WordPress & WooCommerce

Author Zac Gordon

Total Time 45 minutes 56 seconds

In this video, you will learn how to build an eCommerce site using WordPress and WooCommerce. WooCommerce is a free, open-source eCommerce plugin for WordPress.

Video Transcript

  • 00:00

    [? Music ?] [Treehouse Workshops]

  • 00:03

    Hi, welcome to this Treehouse workshop.

  • 00:06

    My name is Zac, and I'm the WordPress teacher here at Treehouse Island.

  • 00:10

    In this workshop, we're going to learn how to build an e-commerce site

  • 00:14

    using WordPress and WooCommerce, the e-commerce plugin from WooThemes.

  • 00:19

    Let's start off looking at the WooCommerce page on WooThemes.com.

  • 00:24

    We can see here that it lists itself as an e-commerce toolkit,

  • 00:29

    and we can see some information about it including admin and reporting,

  • 00:32

    shipping and tax information, products and inventory,

  • 00:36

    payment gateways, and themes and templating.

  • 00:39

    What we'll do to start off with is we're going to make sure that WordPress

  • 00:43

    is set up properly before we install this plugin.

  • 00:47

    To do that, we're going to start with a fresh install of WordPress,

  • 00:51

    which we can see here, and we're going to go ahead and activate

  • 00:54

    the WordPress 2012 theme.

  • 00:57

    Depending on when you're watching this video,

  • 01:00

    this theme may already be installed, or you may have to configure it yourself.

  • 01:06

    If the 2012 theme is not installed, you'll have to go ahead and do that.

  • 01:10

    To do that, we'll go under Appearance, Themes,

  • 01:13

    install themes, and search for 2012.

  • 01:19

    Once we find that theme, we'll go ahead and install it

  • 01:23

    and then activate it, and then we're going to go ahead

  • 01:26

    and create some basic content here.

  • 01:28

    We're going to make a homepage,

  • 01:30

    we're going to make an about page, we're going to make a contact page,

  • 01:32

    and we're going to make a page for our blog.

  • 01:35

    Let's go into Pages.

  • 01:37

    We'll go ahead and trash the sample page that we have here,

  • 01:40

    and we'll add a few new pages for the home,

  • 01:48

    About, Contact, and then the Blog page,

  • 01:56

    and you can see we're not adding any content here, which is okay,

  • 01:59

    because we're not really concerned so much with what's going to go on these pages

  • 02:04

    as much as we are concerned with getting WooCommerce and the e-commerce

  • 02:08

    functionality set up, so we want to have these pages here,

  • 02:11

    and if this was a real site we'd go ahead and add more to it later.

  • 02:15

    Once we have our pages set up, we're going to do one more thing,

  • 02:19

    and we're going to bulk edit these,

  • 02:23

    and we're going to turn off comments to all of our pages.

  • 02:26

    We'll say do not allow, go ahead and update,

  • 02:29

    and now we're done with our Pages section.

  • 02:32

    The next thing we're going to do is we're going to set up a static homepage,

  • 02:36

    and we're going to make sure that our blog posts are listed on our blog page.

  • 02:40

    To do that, we'll go under Settings, click on Reading,

  • 02:45

    and then where it says "Front Page Displays" we'll click on the static page,

  • 02:49

    set our front page to be the home page, and then our post page to be blog.

  • 02:54

    Save these changes here.

  • 02:57

    The next setting that we'll do is we'll go ahead and set our permalinks,

  • 03:01

    and we want to make sure that we have pages that aren't using an ID,

  • 03:05

    and we're going to go with the very default permalink setting

  • 03:08

    and having the post name as our URL structure.

  • 03:12

    We'll go under Permalinks under Settings, click on "Post Name,"

  • 03:15

    and save those changes.

  • 03:18

    Now that we have that done, the last setting that we're going to configure

  • 03:21

    is making sure that we have a good menu.

  • 03:24

    When we install WooCommerce, it's going to add a bunch of pages

  • 03:28

    to our menu, so to override this we're going to go ahead and set up

  • 03:32

    a custom menu in WordPress, and we can do that by going under Appearance,

  • 03:36

    clicking on Menus.

  • 03:39

    We're going to enter the menu name as Main Menu,

  • 03:41

    click "Create Menu," and we'll come down and we'll take all of the pages

  • 03:47

    that we created so far, add them to the menu,

  • 03:51

    and then reorder them here so that we have home,

  • 03:54

    about, blog, and content.

  • 03:57

    We'll go ahead and save that menu,

  • 03:59

    and then the last step is to make sure that we have this primary menu

  • 04:03

    set to main menu.

  • 04:06

    We'll save this, and then let's go ahead and take a look at our site here.

  • 04:11

    We can see that we've got our homepage, we've got the about page,

  • 04:14

    a blog page, and we've got our contact page,

  • 04:17

    and if we take a look on our blog page we can see there

  • 04:20

    it's got that Hello World! default blog post, which is fine.

  • 04:23

    We don't need to do anything with that for now.

  • 04:25

    If this was a real site, again, you'd go and you'd edit those blog posts.

  • 04:29

    Now that we have WordPress set up how we need,

  • 04:33

    we're going to go ahead and install the WooCommerce plugin,

  • 04:38

    and you can do that 1 of 2 ways.

  • 04:40

    You can go to WooThemes.com/WooCommerce, download it,

  • 04:44

    FTP it and upload the plugin yourself.

  • 04:46

    Or you could search directly from the admin area for the WooCommerce plugin

  • 04:50

    and install it from within the admin area, and that's what we're going to do.

  • 04:54

    Let's go back to our admin area.

  • 04:56

    We're going to go under Plugins, Add New,

  • 04:59

    and we're going to search for WooCommerce under our plugins,

  • 05:04

    and it should show up as the first one here, WooCommerce - excelling e-commerce,

  • 05:08

    and we're going to go ahead and install that.

  • 05:12

    Wait for it to install here, and then we'll go ahead and activate the plugin.

  • 05:17

    Once this plugin is activated, it gives us this option up top here

  • 05:22

    to install Woo Pages, and what that is going to do

  • 05:25

    is it's going to go ahead and create a bunch of default pages

  • 05:29

    like the shop page, the checkout page, the cart page,

  • 05:32

    and all of these other pages and assign the appropriate WooCommerce templates to them.

  • 05:38

    You don't have to do this, but if you're just starting out with WooCommerce

  • 05:42

    it's a really good idea, and it takes away a lot of the steps for configuring

  • 05:45

    and setting up WooCommerce if you were to go about it on your own.

  • 05:49

    Let's go ahead and click on this where it says "Install WooCommerce Pages,"

  • 05:54

    and we can see there "Congratulations!"

  • 05:57

    It has been installed.

  • 05:59

    Now, before we get into the settings here, I just want to show you what this did,

  • 06:02

    and if we go into Pages, we can see that we now have a bunch of new pages

  • 06:06

    like Cart, Checkout, MyAccount, et cetera,

  • 06:10

    but if we go and visit our site, because we set up a new menu,

  • 06:13

    these pages are not going to show up in our menu, and that's good.

  • 06:18

    Now what we're going to do is we're going to come back into WooCommerce,

  • 06:21

    and we're going to click on the Settings section and walk through

  • 06:24

    these tabs here, configuring WooCommerce to work for our demo shop

  • 06:30

    that we're going to do here.

  • 06:32

    The first thing I'm going to do is on this General settings page

  • 06:34

    I'm going to change the country to be the United States,

  • 06:38

    and I'm going to specifically check that Florida

  • 06:42

    is the state that we're working from,

  • 06:45

    and this has a couple effects.

  • 06:47

    One of them will come in when you're dealing with taxes and shipping.

  • 06:51

    They want to know the default location where you're shipping from, et cetera.

  • 06:55

    For some products it won't matter if you're dealing just with digital downloads,

  • 06:59

    but it does ask you to select a state here, so we'll do that.

  • 07:03

    Next we're going to come down and we're going to check the currency to be US dollars,

  • 07:06

    and we're going to limit our countries to just be the United States,

  • 07:10

    and this could be really helpful because if you don't select specific countries

  • 07:15

    to start with, what's going to happen is that someone from anywhere in the world

  • 07:19

    can go ahead and order your products, and if you're not set up

  • 07:23

    to ship halfway across the world and you don't have your shipping prices

  • 07:28

    and that stuff configured right that could end up causing you some trouble

  • 07:31

    because what's going to happen is you're going to have to contact that person

  • 07:34

    and say, "I'm sorry, we can't process this order,"

  • 07:37

    and you're going to have to refund it, so we want to limit it from the beginning here

  • 07:40

    to work with these specific countries.

  • 07:42

    We're going to gloss over a few of these things here.

  • 07:45

    We're going to leave checkout the way it is.

  • 07:48

    Security for secure checkout, that, of course, would be helpful if you have an SSL certificate.

  • 07:53

    When you start processing credit cards and stuff you'll need that.

  • 07:57

    We're going to enable coupons here, and we're going to check this box here.

  • 08:00

    Just in case they forget to enable the coupon at the cart level

  • 08:03

    they can still do it at checkout.

  • 08:05

    Under Registration we're going to allow people to register

  • 08:09

    because then they can log in and look at previous orders and stuff like that.

  • 08:13

    We're also going to check this box here, "Register using the email address

  • 08:17

    for the user name," and this is really helpful because

  • 08:19

    often people will forget what user name they signed up with,

  • 08:22

    but they will remember their email address.

  • 08:24

    That makes it a little bit easier for them.

  • 08:27

    We're going to check here to prevent the users from accessing the WordPress admin area

  • 08:31

    because by default when you create a new user they have some level of access,

  • 08:35

    and we want to make sure that they do not have that

  • 08:38

    because there's really no need in this case.

  • 08:41

    Leave the rest blank, and we'll come down and you can see here

  • 08:43

    that there's some styling options that you can change.

  • 08:46

    We're going to leave it as default, and for store notice we are going to check this thing

  • 08:51

    to enable the store demo, and the benefit of that is that

  • 08:55

    it's going to display a title across the top of our page that says,

  • 08:59

    "Hey, this is a demo store. You can't order anything from it."

  • 09:03

    This is helpful especially if you're testing online and you don't want anybody

  • 09:06

    to accidentally order, and in general when you're demoing it

  • 09:10

    it's a nice thing to have enabled, and you can see here that

  • 09:12

    you could change what that actually says.

  • 09:16

    We'll leave all the scripts the same, and since we're not really dealing with digital downloads

  • 09:20

    we'll go ahead and save these changes as they are,

  • 09:23

    and we'll move into our next tab for the catalog.

  • 09:27

    Default product sorting we have alphabetically.

  • 09:29

    You can see that we can change it to default, most recent, by price, et cetera.

  • 09:33

    We'll leave this as is.

  • 09:35

    We're not really going to be dealing with subcategories or redirecting,

  • 09:38

    so we're going to leave that as it is,

  • 09:40

    and in product data and product fields we're not going to be dealing

  • 09:44

    with SKU or the weight for it or even the dimensions,

  • 09:49

    and we don't really need to show any of this.

  • 09:51

    The nice thing about removing these is it's going to make our admin area

  • 09:54

    a little bit more simplified, and it's going to make the front end of the site

  • 09:57

    a little bit more simplified, so just removing that

  • 10:00

    is helpful in that regard because it doesn't really relate

  • 10:02

    to what we're trying to solve here.

  • 10:05

    Because we're not really doing that we don't really need to configure the weight units,

  • 10:09

    but because we're in the good USA and not in the metric system we'll go ahead

  • 10:14

    and change that, and then product ratings, we're going to leave those on

  • 10:18

    and just leave that setting as it is as well as the pricing options,

  • 10:21

    but you can see you can configure here how you want your pricing to appear

  • 10:26

    as well as you can configure how you want your images to be cropped

  • 10:30

    and what sizes you want those images to appear on the site.

  • 10:34

    It's a helpful setting to know about, but for now, we're going to go ahead and leave this as is

  • 10:38

    and move on to the pages.

  • 10:40

    Now, this is what WooCommerce did when we said install the pages for us.

  • 10:44

    It went ahead and automatically configured a lot of these shop pages here,

  • 10:49

    but one thing we are going to do is rather than have a shop page,

  • 10:52

    we're going to change the base page to be our homepage.

  • 10:55

    As soon as they land on the site, they're going to see all of our products

  • 10:58

    on the homepage, and that's just what we want.

  • 11:01

    We'll come down here, and we can see that

  • 11:03

    if we wanted to have a different page, let's say for example for the cart

  • 11:08

    or for the checkout page, we could do that, but it's going to be set up for us,

  • 11:12

    so we'll go ahead and click "Save Changes"

  • 11:15

    and then move on to our inventory.

  • 11:17

    Now, WooCommerce allows you to track inventory on the website,

  • 11:22

    and this has some pros and cons.

  • 11:25

    The pros are if you're running a purely online business

  • 11:28

    and all of your sales are going to be processed through the website

  • 11:31

    this is really helpful because it will track how many

  • 11:34

    things you have in inventory.

  • 11:36

    When it gets low it can send an email reminder.

  • 11:38

    It can put up a notice saying "Hey, there's only 2 more of these left,"

  • 11:41

    and that's really helpful.

  • 11:43

    Where this is a problem is when you're running a brick and mortar store

  • 11:46

    and you're selling goods online and you're processing orders at checkout in the store

  • 11:51

    as well as online, and what happens is your inventory

  • 11:54

    isn't synched in these 2 accounts.

  • 11:57

    That's something to keep in mind when you're setting up the online store,

  • 12:00

    and it really depends.

  • 12:03

    Chances are, though, if they have a physical store and an online store

  • 12:06

    they're probably not going to want to track their inventory on the website.

  • 12:10

    And for us, we're going to go ahead and disable this feature because we're not

  • 12:14

    really worried about it, and we're going to uncheck stock management.

  • 12:19

    We could uncheck these notifications here, and we'll go ahead and save that

  • 12:22

    so that it's not something that we have to deal with.

  • 12:26

    Now, taxes are an interesting situation,

  • 12:28

    and there are some rules that regulate when you need to

  • 12:34

    charges taxes and when you don't.

  • 12:36

    In general, the rule is that if you have a brick and mortar store

  • 12:40

    in a given state you have to charge taxes if you're shipping to that state,

  • 12:45

    so if you have your store in Florida and you're shipping to Florida you need to charge.

  • 12:48

    If you have a store in California and you're shipping from Florida to California

  • 12:52

    you need to charge taxes.

  • 12:54

    However, if you don't have a brick and mortar store

  • 12:56

    or you're shipping to a state where you don't have a brick and mortar store

  • 13:00

    in general you don't have to charge taxes for your product.

  • 13:03

    Now, that's in general.

  • 13:05

    If you're setting this up for a real store, you're going to want to follow through

  • 13:08

    and do some research for your specific business

  • 13:10

    to find out if taxes are something you're going to have to deal with.

  • 13:13

    But for our example site here, we're not going to deal with taxes.

  • 13:17

    We can update this here.

  • 13:20

    We're going to uncheck enable taxes, and we're going to uncheck display taxes

  • 13:25

    and go ahead and save these changes.

  • 13:29

    Shipping.

  • 13:31

    We have another couple options here, and you can see that by default

  • 13:33

    we have a flat rate shipping, international delivery,

  • 13:37

    free shipping, local delivery, and local pickup,

  • 13:40

    and whatever is checked on the right here, that means that that is available.

  • 13:46

    What we want to do here is we're going to set up a flat rate for shipping,

  • 13:49

    charge a flat rate, and then remove the other features.

  • 13:53

    If we look at this, the shipping options here, this menu at the top,

  • 13:57

    we're going to come into free shipping, and we're going to uncheck that,

  • 14:00

    save the changes, then come back over to our flat rate

  • 14:04

    and go ahead and enable this.

  • 14:07

    And we're going to say that it costs $5 to ship all of our products.

  • 14:11

    That number may or may not work for you, but just in our example store

  • 14:14

    that's what we're going to use here.

  • 14:16

    We're also going to tack on a shipping and handling fee,

  • 14:20

    and we'll set that to $2.50 and add that in,

  • 14:23

    and we could do that from the menu here, and you may decide that you want to charge that.

  • 14:26

    You may decide that you don't want to and you just want to incorporate it

  • 14:29

    into the actual shipping price.

  • 14:33

    But we're going to come down here, and we're going to say default handling fee.

  • 14:37

    We're going to set that to $2.50.

  • 14:41

    You can see that we have other options here if we have a minimum fee

  • 14:46

    that we want them to hit.

  • 14:48

    We have some other options here, and then if we come down

  • 14:51

    we could begin to set different shipping costs for different scenarios,

  • 14:57

    and there's one plugin in particular that is helpful in this regard,

  • 15:02

    and it's called the table rate shipping plugin for WooThemes.

  • 15:08

    If you have a complex shipping structure

  • 15:12

    this can be really helpful because what it will do is let you begin

  • 15:16

    setting custom settings, so if something weighs this much,

  • 15:21

    then charge this much, or if they have 3 products,

  • 15:24

    you want to charge x, but if they have 5 products, you want to charge this.

  • 15:28

    Once they hit 10 products, you want to charge this for shipping.

  • 15:31

    If your shipping requirements are very specific,

  • 15:34

    I'd definitely recommend checking out this table shipping plugin.

  • 15:39

    It does cost.

  • 15:41

    It's going to be $100 to add this to your site,

  • 15:45

    but if advanced shipping options is something you need,

  • 15:47

    then that's going to be a cost you're going to have to incur.

  • 15:51

    Let's come back into our site here.

  • 15:53

    We will save our changes for shipping as we have it,

  • 15:55

    and we'll move into our payment gateways.

  • 15:58

    Now, payment gateways are the options that you have

  • 16:01

    to have people check out and pay for things on your site,

  • 16:05

    and you can see by default we have direct bank transfer,

  • 16:08

    check payment, PayPal, cash on delivery, and credit card.

  • 16:12

    We're going to go ahead and just use PayPal for this project here,

  • 16:18

    so we'll come in, and we'll disable the bank transfer one,

  • 16:24

    save these changes, and we'll disable the check payment,

  • 16:29

    and we'll come into PayPal, and we're going to configure this here.

  • 16:33

    Now, when we're testing our site, we're going to want to enable

  • 16:37

    what's called the PayPal Sandbox, and what the PayPal Sandbox is

  • 16:42

    is it's a testing or development setup for PayPal,

  • 16:45

    and what it will let you do is it will let you set up a business email

  • 16:50

    that we can enter into here as our business email,

  • 16:53

    and it will give you a test user or customer email,

  • 16:58

    and so when we're setting up the products and we're testing the checkout process

  • 17:03

    we can use this sandbox feature in order to test it

  • 17:07

    so that no real transactions have to go through.

  • 17:10

    That's what we're going to do here, and you can see the link.

  • 17:13

    It says, "Sign up here for a developer account."

  • 17:17

    Let's take a moment here and walk through this process for setting up a PayPal Sandbox.

  • 17:21

    We'll go ahead and click "Sign up now."

  • 17:24

    I'm going to use myself here.

  • 17:29

    Security question, name your first school.

  • 17:34

    Treehouse Island, because that's where I learn everything.

  • 17:38

    We don't really need any communications.

  • 17:40

    We're going to go ahead and agree to setup.

  • 17:42

    It's sending us login information to our email address,

  • 17:46

    so we're going to go ahead and open that up and activate our account.

  • 17:49

    Now that we've successfully activated our account, we can go ahead

  • 17:53

    and log in with our email address and our password that we set up,

  • 18:01

    and we're going to have to do 2 things here.

  • 18:03

    We're going to have to create a test account for the person who is running the store,

  • 18:07

    the business owner, the seller, and we're going to have to create

  • 18:10

    a test account for the buyer, the person who is buying the product.

  • 18:13

    We'll go ahead and set up the seller one first,

  • 18:17

    and then we'll set up one for the buyer.

  • 18:19

    We'll come in and click "Create a preconfigured account."

  • 18:24

    We'll go ahead and make sure that we're checking this to be the seller,

  • 18:28

    and we're going to say "Test seller," and we're going to have their login email

  • 18:33

    be seller@teamtreehouse, and then we'll go ahead and enter in a dummy password

  • 18:38

    that's easy for us to remember.

  • 18:40

    You don't have to worry about the password too much because this is a developer site.

  • 18:44

    There's no real money in here, so we're going to set something that's easy for us to remember.

  • 18:50

    We'll give them a basic balance account of $1,000,

  • 18:54

    and we'll go ahead and create this account.

  • 18:57

    Okay, now that this account is created,

  • 19:00

    this is going to be the account for our seller, and this is what we're going to enter in

  • 19:05

    to the WooCommerce configuration page, so we'll copy this,

  • 19:08

    and we'll come back in to our Payment Gateways,

  • 19:11

    go into PayPal, and we'll go ahead and paste in

  • 19:15

    this email address into the PayPal email and click "Save Changes."

  • 19:20

    Now that that's done we're going to go ahead and create the account for the buyer

  • 19:24

    on the site, so we'll come back to our homepage here.

  • 19:27

    We'll click on "Create a preconfigured account,"

  • 19:30

    and we'll make sure that this is a buyer, and we're going to call them test buyer,

  • 19:34

    and then we'll set their email address to buyer.

  • 19:37

    Again, put in this easy password that we can remember,

  • 19:40

    give them some money to spend, and we'll go ahead and click "Create Account" here again.

  • 19:46

    We now have both of our accounts set up, and we're not going to do anything

  • 19:51

    with this seller account until we get to the checkout process.

  • 19:55

    We'll leave this here, and we'll come back to it when we need it.

  • 19:59

    If we hop back into our WooCommerce settings and we click on our Payment Gateway page,

  • 20:06

    we can see that the only one that's enabled here is PayPal.

  • 20:10

    We'll go ahead, set that to our default one,

  • 20:13

    save changes, and we'll move on to the Emails tab.

  • 20:17

    This Emails tab is an important one, and it's often missed,

  • 20:20

    and what happens when you don't enter in the correct emails to this

  • 20:24

    is that they're all going to go to the main admin of the site,

  • 20:29

    so if you're building this site for another person, which is typical,

  • 20:32

    and you don't configure these emails, then you're going to start getting

  • 20:35

    all these emails about orders and processing and questions and things like that.

  • 20:39

    We're going to come into this Emails tab, and for this purpose

  • 20:43

    we're going to leave it all as is.

  • 20:46

    However, this would be where you'd set store admin or some other email address,

  • 20:51

    whoever the person is that's going to be managing the order process,

  • 20:56

    but just for our demo we'll leave it to my email address here.

  • 21:02

    And we're going to come down to this email template area,

  • 21:04

    and if we click here to preview your email template you can see

  • 21:08

    this is what the email will look like that goes out

  • 21:11

    to the person who received the order, and you can see we have some options here.

  • 21:15

    We can go ahead and begin changing and configuring how we want

  • 21:19

    this email to look like.

  • 21:21

    We can change some of the colors. We can change the background color here.

  • 21:27

    And see those changes reflected, so you can skin it to work for your site

  • 21:32

    as well as if you wanted to add a header image,

  • 21:34

    and then if you want to get more advanced, you can even come in to

  • 21:38

    the actual template files, and you can begin editing the HTML

  • 21:43

    structure behind those, but for most people

  • 21:46

    configuring the colors of the email is enough,

  • 21:49

    so we'll go ahead and save these changes, and we'll move on to integration.

  • 21:54

    Integration gives us a few options here.

  • 21:57

    We can integrate directly with Google Analytics.

  • 22:00

    We can integrate with ShareThis, and we can integrate with a feature called ShareYourCart,

  • 22:04

    which lets you share what is in your cart.

  • 22:07

    The benefit of using Google Analytics here is that we have some options

  • 22:11

    to add some special tracking code to your thank you page

  • 22:15

    and to the cart pages, and where that's helpful is if you want to track

  • 22:19

    the conversion process for your checkout for people buying stuff on your site

  • 22:25

    it's really helpful to know how many people get to our cart

  • 22:28

    and then don't complete the process, how many people get to the checkout process

  • 22:31

    and then don't get to the thank you page.

  • 22:33

    Having these special things configured on your site could be really helpful

  • 22:37

    if you are going to take those extra steps and track this process

  • 22:41

    and try to improve that conversion rate for your site.

  • 22:44

    We'll leave this blank for now because we're just testing and developing,

  • 22:48

    but it is good to know about, and that pretty much wraps it up

  • 22:53

    for everything that we need to get WooCommerce

  • 22:58

    installed and configured correctly.

  • 23:00

    At this point we now have WordPress set up how we want.

  • 23:04

    We now have WooCommerce set up how we want,

  • 23:06

    and we can begin getting into the point of

  • 23:09

    adding products, configuring products, and then looking at the checkout process.

  • 23:13

    Before we jump there, I want to show one additional feature,

  • 23:17

    which is coupons, and if we come into coupons

  • 23:20

    and go to Add a Coupon, we're going to add one called 10%.

  • 23:25

    Whatever title you enter in here, that's what people are going to paste in

  • 23:29

    to get this discount, so general practice is to have these coupons be all upper case,

  • 23:35

    and that's what we're going to do here.

  • 23:37

    In this discount, we're going to set a 10% discount to everything in your cart,

  • 23:43

    and you can see that we can do a product discount, a cart discount

  • 23:46

    of an x process, and we can do some very specific stuff

  • 23:51

    like only give this to specific products or only specific categories of products,

  • 23:57

    and we can even set it to only work for certain customers, so we could tie it to

  • 24:01

    an email and say, "Hey, you have to log in to get this special price."

  • 24:05

    And that's really helpful if you've built up a group of customers around your site

  • 24:09

    and you want to begin offering them some special features,

  • 24:12

    and then of course, we can limit the usage so they can only use it once or twice

  • 24:16

    and set an expiration date for it.

  • 24:18

    We're going to leave this as is, and anybody that has a 10% coupon

  • 24:22

    we'll go ahead and let them do that to get 10% off of the total cart cost.

  • 24:28

    Now that we have our coupon set up, let's go into the products section here

  • 24:33

    which WooCommerce also adds, and we can see we've got the option to add products,

  • 24:37

    set categories and tags, shipping classes for certain types of products,

  • 24:42

    and then attributes.

  • 24:44

    We're not really going to look at categories, tags, and shipping classes,

  • 24:47

    but we are going to look at attributes.

  • 24:50

    What attributes are for products are a set of

  • 24:54

    extra terms or extra features or extra options that you have

  • 24:58

    for a product, so for example, if we're selling a shirt,

  • 25:01

    which we're going to add to our site, some common attributes might be

  • 25:05

    sizes or colors and something similar to that,

  • 25:10

    and then within that for sizes you'd have small, medium, extra large,

  • 25:13

    and for colors you'd have white, black, green, whatever your different options are.

  • 25:18

    That's what attributes are, and it's important to know that process of how to set them up,

  • 25:22

    so we're going to look at adding a sizes attribute

  • 25:25

    that we'll use for posting a t-shirt to our site.

  • 25:29

    Let's go ahead and enter in here sizes,

  • 25:34

    and we're going to set the type to be select, and that will give us a dropdown

  • 25:38

    where they can select from small, medium, large, extra large,

  • 25:42

    as opposed to text, which would mean that they have to type in

  • 25:44

    exactly what that feature is.

  • 25:46

    For example, if you had a badge, and that special badge had their name on it,

  • 25:50

    you could have them type their name in to that.

  • 25:52

    We'll go ahead and add attribute.

  • 25:54

    Now that we have our sizes attribute set up,

  • 25:57

    we're going to come in and configure the terms within that.

  • 26:01

    We'll click on "Configure terms,"

  • 26:03

    and then here is where we're going to go ahead and add in

  • 26:06

    our small, medium, large, and extra large.

  • 26:14

    Now we can see that we have these features

  • 26:17

    as options within our main sizes attribute.

  • 26:21

    If we come back out to attributes we can see that under sizes

  • 26:25

    we have these terms small, medium, large, and extra large,

  • 26:28

    and again, that's what people are going to be able to pick from later on.

  • 26:33

    Now that we have that set up we can go in and we can add our first product.

  • 26:38

    We're going to come in, and we're going to add our first product,

  • 26:40

    and we're going to call it pink shirt,

  • 26:43

    and let's look here for a moment at what options we have on this page

  • 26:48

    because WooCommerce adds a few extra custom fields here.

  • 26:51

    We can see we have our main description area,

  • 26:54

    and what this is going to do is it's going to give us

  • 26:58

    an option to put in a long description for our product,

  • 27:02

    and when we look at the product page later we'll see where that fits in.

  • 27:07

    If we come down we can see that we have this product data here

  • 27:10

    with a bunch of different tabs, and this is going to be where we set a lot of the

  • 27:14

    custom settings for the specific product.

  • 27:17

    We have some custom fields here that WooCommerce will automatically populate,

  • 27:21

    and then we have our product short description,

  • 27:24

    and this is what appears closer up to the add to cart button,

  • 27:27

    and typically people will get these confused, and they'll put in their short description

  • 27:30

    up in the main content area and then leave this blank.

  • 27:34

    Really we want our longer description up here and then our shorter one down below.

  • 27:40

    The other one is featured image.

  • 27:42

    We're going to need this to show up as the featured image for our product.

  • 27:45

    That's just a quick overview.

  • 27:47

    Let's look in a bit more detail in adding our shirt in here.

  • 27:50

    We're going to go pull up some ipsum here

  • 27:53

    as our description.

  • 27:56

    We'll grab a good chunk of that,

  • 27:59

    come back in, paste that in, break it up a little bit,

  • 28:02

    and this will serve as our long description.

  • 28:05

    Again, we'll show where that goes, and then we'll come down

  • 28:08

    and we'll put in our short description, which should only be a sentence or two here,

  • 28:12

    and again, that will appear up closer to the add to cart button.

  • 28:16

    Now that we have that set, let's look at this product data area here,

  • 28:21

    and we can see that we've got a simple product, group product,

  • 28:24

    external affiliate product, and a variable product.

  • 28:27

    And if we want to use attributes for our product like sizes,

  • 28:31

    we're going to have to check "Variable product."

  • 28:34

    We have that checked.

  • 28:36

    We're going to come under attributes,

  • 28:39

    and this is where we'll go ahead and we can add an attribute sizes.

  • 28:45

    We'll select the attribute that we want, click "Add,"

  • 28:49

    and we want to make this visible on the product page,

  • 28:52

    and we want to use this for variations.

  • 28:54

    We're going to click "Select All" to give us all the small, medium, large options,

  • 29:00

    and we'll go ahead and let's quickly save this as a draft

  • 29:05

    so that we save our settings there.

  • 29:07

    We can see that if we click back into attributes that's good.

  • 29:10

    We have our sizes.

  • 29:12

    We show that we have all that configured correctly.

  • 29:16

    The next step that we have to do is click on variations,

  • 29:19

    and what this will do is let us set prices

  • 29:22

    to those specific sizes, so we're going to bulk edit prices.

  • 29:28

    We're going to click "Add variations" here,

  • 29:32

    and what we want to do is have these apply to all of our sizes at once.

  • 29:38

    We can individually say that we have a different price and a different quantity

  • 29:42

    in a sale for different size products, but we're going to have this

  • 29:46

    apply to all of them, and we're going to set our price here

  • 29:49

    as $20, and we'll go ahead and save this draft again

  • 29:54

    to make sure that our changes are saved.

  • 29:57

    If we come back into variations we can see that we have those sizes here

  • 30:02

    and that that's set to $20.

  • 30:04

    This is a little unintuitive if you're first setting up working with products

  • 30:08

    that have attributes.

  • 30:10

    It's not always clear how to go about doing that,

  • 30:12

    so this is something that's helpful to know

  • 30:14

    when you're working on adding products with attributes.

  • 30:19

    Let's go ahead and publish this product,

  • 30:22

    and let's go to our site now and see how this looks.

  • 30:27

    If we come over and we visit our site,

  • 30:30

    we can see that on our homepage we have all of our products,

  • 30:33

    and pink shirt is listed here.

  • 30:35

    Now, the styling isn't perfect, but because we're just using

  • 30:39

    the default 2012 theme there isn't a whole lot of styling

  • 30:42

    specifically set for these products, and you can go ahead and change that

  • 30:45

    later using CSS.

  • 30:47

    We're going to click through to the product, and one thing we'll notice

  • 30:49

    is that there's no images.

  • 30:51

    We'll go back and we'll edit that in a moment here.

  • 30:54

    But we can see that we have our sizes.

  • 30:56

    We can select medium, and then we have the option to add it to the cart,

  • 31:00

    and if we click "Add to Cart," we could check out our cart,

  • 31:03

    and we could see we've got our product there and the size that we've selected.

  • 31:06

    It is medium.

  • 31:08

    That's perfect and just the way we want it to work.

  • 31:11

    Now let's come in and look at how images work.

  • 31:15

    The first thing we'll do is set a featured image, and we're going to go ahead.

  • 31:21

    We have the front image here of Alyson rocking this pink t-shirt,

  • 31:25

    which is great, and we're going to go ahead and click "Set this

  • 31:29

    as our featured image," save all the changes, and update it.

  • 31:36

    And then if we go to view this product, we can see, great,

  • 31:40

    we now have an image there.

  • 31:42

    What about if we want multiple images to show up on our site?

  • 31:46

    In order to do that, there's no field here

  • 31:50

    that says multiple images,

  • 31:52

    but what WooCommerce will do is it will recognize

  • 31:56

    if you have multiple images uploaded for this specific page or post.

  • 32:01

    In our case, it's actually a product.

  • 32:03

    All we actually have to do is upload those images

  • 32:07

    and save these changes, and because WordPress can remember

  • 32:11

    every image that you upload for a given page or post,

  • 32:15

    it's stored in its memory there, and then WooCommerce is going to

  • 32:19

    pull those out and display them on the product page.

  • 32:23

    If we close out of there and we click "Update"

  • 32:26

    and we come back to our product page and refresh it,

  • 32:29

    we can now see that these other images appear below.

  • 32:35

    Again, not super intuitive there, but if you want extra images to show up

  • 32:39

    all you have to do is upload them, and once they're uploaded they'll show.

  • 32:43

    What that means is that if you no longer want to have one of these options showing

  • 32:47

    you'll have to come in and actually delete that image

  • 32:53

    so that it no longer appears there.

  • 32:57

    You could update the product, and when we refresh the page we can see

  • 33:01

    we no longer have that back view.

  • 33:06

    That is the basic process for setting up a product that has variables,

  • 33:13

    and we've looked at that.

  • 33:15

    The process for setting up just a simple product is a little bit simpler,

  • 33:20

    as you can imagine.

  • 33:23

    To do that what we're going to do is we're going to click on "Add Product,"

  • 33:27

    and we're going to call this one "Badge Poster."

  • 33:31

    We'll leave this description, this long description, blank for this particular product,

  • 33:36

    and the reason we're going to do that is to show

  • 33:39

    what these differences look like when you have a long description

  • 33:42

    and when you don't have one.

  • 33:44

    That's our reason for doing that.

  • 33:46

    We're going to come down, and we're going to leave this as a simple product.

  • 33:49

    We're going to enter in our price, but then let's put in a sale price

  • 33:52

    just so we can see how that works,

  • 33:54

    and we could schedule our sales to either start on a certain date,

  • 33:58

    start in a future or past date and run to a certain date,

  • 34:02

    and we're going to set this to run through the end of December 2012,

  • 34:06

    and we'll leave that as is.

  • 34:08

    You can see we have options for taxable, inventory, shipping, related products,

  • 34:13

    as well as attributes, which we're not using.

  • 34:15

    We don't really have to worry about any of that.

  • 34:19

    We do, however, need a short description,

  • 34:21

    so I'm going to paste in some lorem ipsum here again,

  • 34:26

    and we'll go ahead and set our feature image here,

  • 34:28

    and we've got a nice graphic here to use for that.

  • 34:32

    We'll go ahead and save this as our featured image,

  • 34:35

    save all the changes, close this out.

  • 34:39

    And let's go ahead and publish this product and go back to our store homepage.

  • 34:46

    If we come into visit site, we can see that we now have 2 products.

  • 34:51

    We have our badge poster with this cool sale icon,

  • 34:54

    and we can of course configure that and change that CSS if we wanted to,

  • 34:58

    and we have our shirt, and you'll notice that underneath here it says,

  • 35:02

    "Add to cart" for the poster, but for the pink shirt it says, "Select options."

  • 35:07

    The reason is because you need to select one of the shirt sizes

  • 35:11

    in order to add it to the cart, whereas the poster, it only comes in one size,

  • 35:15

    so we can add that directly.

  • 35:19

    Now, if we look at the actual page for this poster and we scroll down,

  • 35:22

    we can see that we have reviews options here but nothing else.

  • 35:26

    However, if we click on the pink shirt and come down

  • 35:29

    we can see we have this long description that appears.

  • 35:32

    We have additional information that shows us what sizes are available

  • 35:36

    as well as the reviews tab.

  • 35:38

    That's what I meant by the difference between having a long description

  • 35:41

    show up and not having it show up if you leave that blank.

  • 35:46

    Either way, this is our short description here.

  • 35:49

    There we have it. We've added 2 basic products.

  • 35:52

    We've added one that's a little bit more complex

  • 35:55

    and has variations and options there, and we've added a simple product that doesn't have any.

  • 35:59

    It's one product, one picture, ready to go.

  • 36:02

    Now let's look at this checkout process and see what that looks like

  • 36:06

    and what options that gives us.

  • 36:09

    To do that, I'm going to open up a fresh window here

  • 36:13

    because I don't want to purchase the product as a logged in user.

  • 36:17

    I'll come here, and I'll click "Add to cart," view the cart,

  • 36:22

    and we can see we have this apply coupon here,

  • 36:25

    so let's go ahead and add in our 10% coupon,

  • 36:28

    and we can see that works.

  • 36:30

    We've got this discount.

  • 36:33

    We can see the shipping is set to the flat rate just as we want it to,

  • 36:36

    and we can proceed to our checkout.

  • 36:40

    We have options to register, if we have our coupon, and we haven't entered it yet.

  • 36:44

    We can enter that, but let's go ahead and put in our billing information here.

  • 36:49

    The address is going to be 1 Main Street.

  • 36:53

    We'll have that in Northwest.

  • 36:56

    Put in the zip code here.

  • 37:01

    Now, for email address, we want to use the email address that we originally set up

  • 37:06

    as the buyer in our PayPal Sandbox.

  • 37:09

    To get that email address we'll have to go back into our PayPal Sandbox

  • 37:13

    and go ahead and find that email address that we had for that buyer user.

  • 37:18

    We'll jump back.

  • 37:20

    We had left this PayPal Sandbox window open here,

  • 37:24

    and we can see there's our seller, and here's our buyer,

  • 37:27

    so let's copy this email address, and this is what we're going to paste in

  • 37:32

    to our email address for the buyer, so we'll do that.

  • 37:34

    We'll give it a little 555 action here.

  • 37:41

    We can see our order, and we can see that PayPal is our payment option.

  • 37:45

    Notice again in this demo store for testing purposes is that demo sign

  • 37:49

    that we had show up.

  • 37:51

    Go ahead and click "Place order,"

  • 37:55

    and it will give you a message saying "Hey, you need to log in to your PayPal Sandbox

  • 37:59

    in order to do this," so we'll click "Log in to our PayPal Sandbox,"

  • 38:03

    and we're going to log in with the email address that we originally used

  • 38:07

    to set up the PayPal Sandbox.

  • 38:12

    Now once we're logged in we can come back

  • 38:16

    and place that order again.

  • 38:19

    It looks like all the fields have been saved.

  • 38:21

    We'll go ahead and click "Place order,"

  • 38:24

    and because we're logged in to the PayPal Sandbox

  • 38:27

    we can see that we have the option to

  • 38:31

    purchase the product here, and we have this email address that we set up

  • 38:35

    as the test user already in there.

  • 38:37

    We'll put in our password, click "Log in."

  • 38:41

    We'll agree because this is a demo account here.

  • 38:44

    We'll move through that screen,

  • 38:46

    and then we'll click "Pay now."

  • 38:49

    We've paid for our product. This is all great.

  • 38:51

    And then we're going to click "Return to the test seller's test store."

  • 38:55

    Now, this information here, of course, if you had your own PayPal account

  • 38:58

    for your store you'd configure that to look and say what you want to

  • 39:02

    as it relates to your business, but once we click on that link

  • 39:05

    we're going to come back, and we see this page saying "Order Received."

  • 39:09

    And this is great, because it gives us all the information we need

  • 39:12

    about our product, about the customer details, and this will also be

  • 39:16

    emailed to the user who just purchased this product.

  • 39:20

    We've seen what the checkout process looks like for a user for a customer.

  • 39:24

    We can close this then and come back into our site

  • 39:28

    and go to our main Dashboard.

  • 39:31

    This is what our Dashboard looks like by default,

  • 39:34

    but we're going to come in here, and we're going to change some of our screen options.

  • 39:38

    If we scroll down, WooCommerce has added a few homepage widgets

  • 39:44

    of its own, and we're going to drag these up

  • 39:48

    to where we can better see and use them, so we're going to take the recent orders,

  • 39:54

    and let's put this up at the top right,

  • 39:58

    and what this will do is show us we have an order that was purchased,

  • 40:02

    and it's pending today.

  • 40:04

    We're going to drag this monthly sales widget up.

  • 40:07

    Store owners love to see this stuff, so you definitely want to

  • 40:10

    log in and configure their screen option

  • 40:13

    so that they can see this stuff at the top of their site, and then reviews.

  • 40:16

    If anybody has logged in and created a review, we could see those there.

  • 40:22

    This order is pending, and if we click on this order

  • 40:26

    we'll be taken to the specific details for that order,

  • 40:29

    and we can see a lot of information here.

  • 40:32

    I want to show you that we can get to that from our Dashboard,

  • 40:35

    but under WooCommerce in the admin area there's also a link for orders,

  • 40:41

    and that will also show us the same information here.

  • 40:45

    If we click into the order, the most important thing here is going to be the order status.

  • 40:50

    It's pending at this moment, but we can change it to processing,

  • 40:54

    or when it's finally completed or if it's cancelled, et cetera,

  • 40:58

    this will be helpful for us to keep track of what stage we're at.

  • 41:02

    Let's say that this payment went through,

  • 41:04

    and we've shipped the product.

  • 41:06

    We could click that it's been completed and save the order.

  • 41:10

    And now if we come back to view our orders we can see that that status has been changed,

  • 41:15

    and if we come back to our Dashboard, we can see that that order has been completed

  • 41:19

    and that our monthly sales are now reflected at $21,

  • 41:23

    which is what we got from that shirt.

  • 41:26

    This is what it looks like from the site owner's perspective

  • 41:32

    to sell products and what it looks like when a product is sold on their site.

  • 41:36

    They can come in and check what orders are available.

  • 41:38

    They can come in on that homepage and they can see how much money they've made today,

  • 41:41

    et cetera, so you're going to want to familiarize whoever is working with the site

  • 41:46

    on how to do that and where they can find out that information.

  • 41:50

    That's basically it, folks.

  • 41:53

    What we've done is we've shown how to do a simple configuration in WordPress.

  • 41:57

    We've shown how to install WooCommerce.

  • 42:00

    We've shown how to configure WooCommerce, add a few products,

  • 42:03

    and complete the testing process.

  • 42:06

    Now, when your site is ready to go live

  • 42:09

    it's important that you go back into WooCommerce and you disable

  • 42:13

    that Sandbox feature and you put in your real PayPal information

  • 42:17

    or other information that you're using to sell the products.

  • 42:21

    Even when that happens and you launch the site live

  • 42:24

    it's still a good idea to do a test purchase even if you do have to pay for it.

  • 42:29

    Just make sure t

Show full transcript

Downloads

You have to sign up for Treehouse in order to download course videos

Sign up