A comprehensive guide to using WooCommerce

WooCommerce is one of the world’s most popular e-commerce plugins. As much as 93.7% of e-shops built with WordPress use WooCommerce. We’ve put together a comprehensive guide to using WooCommerce for those who already have it installed. You can also find more information here .

You can find WooCommerce by logging into your WordPress admin view from the admin menu on the left. Let’s take a look at what and how you can configure it there.

1. Orders

Orders – see all orders placed in the e-shop and their status.

If you click on a specific order, you can modify the order as required. You can see the status of the order (cancelled, pending payment, in process, pending, fulfilled, refunded, failed). Can change the billing and delivery address if required by clicking on the pencil icon. From the Order Actions section, the customer can be re-sent an invoice/order summary or order notification. Comments can be added for yourself or the customer, comments can also be deleted.

2. Clients

Customers – see all orders, total amount spent, average order value (AOV) per customer. From the “Customer” field you can search for a specific customer by name. On the right hand side, under the three points, it is possible to configure which columns are shown in the overview. Under “Download” it is possible to update the view and download the latest purchase information.

3. Coupons

In order to use the vouchers, the use of the vouchers must be authorised. To do this, go to WooCommerce/Seeds/Preferences/Allow coupons and tick the box “Allow use of coupon codes”:

Under Marketing/Coupons you can add a new coupon. You can then add a coupon code (must be unique) or have it automatically generated, you can add a description of the campaign (for internal use).

Coupon details:

• Üldine – all saab määrata allahindluse tüübi, kupongi väärtuse ja aegumiskuupäeva ning selle, kas lubada tasuta transport.
  • Type of discount:
    – Percentage discount – applies to selected products (e.g. shopping cart amount 60 EUR, coupon with 10% discount gives 6 EUR discount)
    – Fixed cart discount amount – fixed discount for the whole cart (e.g. shopping cart amount 60 EUR, coupon with 10 EUR discount gives 10 EUR discount)
    – Fixed product discount amount – fixed discount only for selected products (customer gets a fixed discount amount for each product, e.g. three products at 20 EUR/item, each product gets 10 EUR discount, total discount amount 30 EUR)
  • Coupon value – a fixed amount or percentage, depending on the type of discount selected. To be added without a currency code, which will be added automatically (only a number, e.g. 10 – if you want to give a discount of 10 EUR or 10%).
  • Allow free shipping – removes shipping costs when a voucher is used (free shipping must be enabled in Settings/Delivery/Specific delivery method e.g. from Omniva parcel machine).
  • Coupon expiry date – the date on which the coupon expires and can no longer be used (expiry at 00:00 on the selected date)
    NB: The time zone setting on the page is used to set the time.

• Restriction of use
  • Minimum amount – allows you to set the minimum amount needed to use the voucher.
  • Maximum cost – allows you to set the maximum cost required to use the voucher.
  • For individual use only – tick the box if the voucher cannot be used with other vouchers.
  • Exclude discounted products – tick the box if the coupon does not apply to discounted products.
  • Products – the specific products that must be in the shopping basket to which the voucher will be applied.
  • Exclude products – specific products to which the coupon will not be applied.
  • Product categories – specific product categories to which the voucher applies
  • None – product categories to which the coupon will not be applied or which must not be in the shopping basket.
  • Allowed email addresses – may include email address(es) that may use the coupon. Verified by customer billing email address

NB! If you leave the “Products” and “Exclude products” fields blank, the coupon can be applied to the entire e-shop.

• Limits of use
  • Limit per voucher – how many times the voucher can be used before it expires.
  • Limit per user – the number of times each individual customer can use a coupon before it expires for that customer. The billing email address is checked for the guest and the logged in user ID for the user.

After configuring the settings, click on the Publish button and the voucher is ready to be used.
Once the vouchers have been Published, the voucher code can be sent to customers via email, social media or promotional banners.

4. Reports

WooCommerce/Reports

Can display different reports based on different parameters.

Under the Orders tab, you can see the sales results for different periods, products, product categories, discount coupons.

From the Customers tab, you can view customers vs. users sales results and a list of customers.

The stock tab allows you to monitor stock levels (which products are low, out of stock, most in stock).

The Taxes tab shows taxes by code and by date.

5. Seaded

On the WooCommerce/Settings/Page tab, the settings are divided into two groups:

• General settings
  • Principal place of business – the principal place of business, tax rates and delivery rates according to this address.
  • Point(s) of sale – countries where the goods are sold to
  • Default client address – default client location
  • Turn on taxes – Enable tax rates and calculations, calculated at checkout
  • Enable coupons – Enable the use of coupons in shopping carts and at checkout
• Currency settings
  • Configure multi-currency for multilingual sites – possibility to add multiple currencies for multilingual sites
  • Currency – the currency unit to be dipped into, in our case €.
  • Currency symbol location – which side of the currency symbol is used, usually the right.
  • Thousands separator – comma matches, for example 10,500.00€
  • Comma delimiter – if you want a comma here, use a space as a separator for thousands or remove it altogether, e.g. 10500,00€.
  • Number of decimal places – how many decimal places are displayed, usually 2
• Be sure to save your changes!

You can also choose to sell to specific countries (to which you want to sell) or to countries excluding (which you want to exclude) by adding the countries you want to sell to in the new field that appears:

The WooCommerce/Seaded/Products tab has four tabs: general, stock management, downloadable products and delivery order (you can change the order of the delivery items).

General tab – change weight units and units of measurement (changed by the developer).

On the Warehouse Management tab – you can decide whether you want WooCommerce to keep track of your warehouse management.

• Manage stock – keep this option checked if you want WooCommerce to display and inform you about stock levels.
• Hold products (in minutes) – how long you want to hold the goods until they are paid for. If the invoice is unpaid, the product will be added back to the stock list.
• Notifications – options for when to receive a notification email about stock status.
• Recipient of notifications – e-mail address to which notifications are sent.
• Low stock threshold – when to notify when goods are about to run out of stock
• Out-of-stock threshold – when you will be notified that you are out of stock. A ‘breathing space’ can be left in case, for example, a broken product needs to be replaced or for some other reason.
• Visibility of out-of-stock products – if a product is out of stock, whether to display it on the front page or not.
• Inventory display format – Display inventory. The default is to show a number such as ’12pcs in stock’. You can also choose to just display when stock is low or to disable the display of stock.

• Ordering delivery methods – you can change the order of delivery methods by dragging the selected delivery method to the desired position.

WooCommerce/Seaded/Payments tab

Tax settings can be set under:

• Prices include payment – depends on how you plan to enter the products into your online shop. It depends on whether or not VAT is added to the existing price. If you are a VAT payer, you will need to select “Yes, I will enter prices including tax”. This determines how you display your prices in the shop, it does not affect the prices of the products.
• Use for tax calculation – this option determines which address will be used for tax calculation. If you are operating within Estonia, you can add ‘Store address‘.
• Transport tax bracket – you can specify separately how the transport is taxed (the default is 20% per km).
• Rounding – how the rounding is done, either for each product line or for the final total.
• Additional tax brackets – Taxes are set under Standard rates. If you have any other tax classes or options, add the name of it here and a sub-menu will appear at the top of the row where you can set it (for example Reduced rate or Zero rate).
  NB! If you don’t sell reduced rate products in your online shop, you can delete the additional tax brackets.
• Display prices in the shop – are prices displayed including VAT?
• Display prices in the shopping cart and at checkout – whether VAT is also displayed in the shopping cart and later at checkout
• Display price prefix – if you want to display some text in front of the tax amount (e.g. “incl. VAT” or if you don’t want additional text, then -).
• Show total tax amounts – this option shows VAT as a single amount or on a separate line.
• Be sure to Save changes

VAT is added and set up under Standard Rates/Reduced Rate Rates and Zero Rate Rates.

If you want to show prices including taxes in the shop, select Standard rates and click on the “Add line” button. Enter the Country Code – e.g. EE (NOTE: If you do not add the country name, the tax rate will be the same everywhere), the Tax Rate % – e.g. 20, the Tax Name – e.g. VAT or VAT, if VAT does not apply to transport, uncheck the box and save changes.
You can remove a row by clicking on “Remove selected row/read”.

You can do the same for Reduced rate and Zero rate.

WooCommerce/Seaded/Supply tab

If you are using an e-assistance delivery plug-in, such as Omniva ParcelService (the same logic applies to all delivery plug-ins), you can click on the delivery method to change the cost of the delivery, add the availability of the delivery method by country (e.g. Estonia, Latvia, Lithuania), set the maximum allowed weight of the shipment. If there is a product in the shopping cart that weighs more than the specified weight, the delivery will be refused. In addition, you can specify whether the delivery is taxable and whether free delivery is allowed if the checkbox is ticked.

Camouflage zones

In the delivery zones, you can choose to offer transport to all the countries you want to sell to, or enter the countries you want to sell to in the “Add delivery zone” field.

Transport settings

On the Transport settings tab, you can specify whether or not transport is offered at all. For example, if you only sell digital products, you do not need to offer transport, in which case uncheck the “Show transport cost calculator in shopping cart” checkbox in “Calculations”.

Setting up delivery routes

On the Delivery tab, you can separately configure delivery methods: fixed charge (the cost of transport does not depend on the weight of the goods or the distance from the customer’s location), self-delivery, free delivery, international fixed charge (the price for which you send the goods abroad) and local delivery (e.g. Itella/DPD/Omniva parcel machine, courier, or post office). Be sure to check that you have enabled or disabled the delivery method you want.

WooCommerce/Seaded/Payments tab

Setting up payment methods

The “Allowed” checkbox must be checked in order for different payment options to be allowed in the e-shop. If necessary, you can disable or enable different payment methods. You can configure the corresponding payment method under “Configure”. Under “Manage”, you can change and update the existing settings.

By clicking on a specific payment method or “Configure”/”Manage” you can change the payment type title (visible to the visitor at the checkout), add a description, instructions to be included in emails and account details. The payment method can also be set by country if required. Save changes.

WooCommerce/Seeds/Accounts & Privacy tab (to be modified by the developer)

Allow customers to place an order without an account or users to log in with an existing account. Configure account deletion, personal data removal, privacy policy and personal data retention parameters.

WooCommerce/Seaded/E-items tab

Notifications sent by email after an action in the store “Notifications by email”.
“E-mail sender settings” you can configure the following information – “Sender” name and “Sender” email address. Under “Email Template” it is possible to slightly configure the appearance of the email. Be sure to check the preview of your template. Save your changes.

For each type of email, you can specify whether or not it is sent (allow/deny email notifications) under the Manage button. For example, if you enable email notifications for a new order, an email will be sent for each new order.

WooCommerce/Seaded/Interface tab (changed by developer)

Integrating the use of MaxMint in geolocation search.

WooCommerce/Settings/Advanced Settings tab (changed by the developer)

Initial page setup – this is where you can set up pages so that WooCommerce knows where to send the user in the checkout.

WooCommerce Multilingual

On the Products tab, you can translate all available products into the languages you want. In the Product header there are flags for the languages that need translation. By clicking on the symbol (e.g. +) under the corresponding language flag, you can start to enter the translation for that language.

The translation view always shows the original language on the left, and the language you are entering translations in on the right. Always change the text on the right under Translate to:___, not Original:___. Each paragraph must be translated separately and a tick added to the “Translation is complete” box at the end. The translation can be saved using the “Save&Close” or “Save” button.

On the Categories tab, you can translate all the existing product categories into the desired languages by clicking on the flag under the corresponding language (e.g. + as in Products when entering translations). You can search for untranslated product categories under “Show”. Always press “Save” when you have finished the translation:

On the Tags tab, you can translate the accompanying product labels if necessary.

In the Attributes tab you can translate different attributes “Select the attribute to translate”, for example “Colour”, “Version” etc. by clicking on the flag under the corresponding language (e.g. + as in Products when entering translations). The name of the attribute in the original language can be copied to all languages if necessary (e.g. the name of the product is the same in all languages). Always press “Save” when the translation is finished:

In the Store URLs tab, you can translate all the strings that WooCommerce uses to create different types of URLs by clicking on the flag under the corresponding language (e.g. + as in Products when entering translations). Translating them will allow you to have fully localised URLs that match the language of the pages.

On the status tab, you will see various warnings related to translation (e.g. no shop pages available in such languages, no translations of the following product or taxonomy). From here you can immediately start entering translations.

Adding products

Before you can start adding products, you need to create categories. To do this, select Products/Categories and enter the name, description and thumbnail of the new product category, then click on “Add new product category”.

To add a product, select Products/Add product:

• Add the name of the product.
• Enter a description of the product (the long description goes in the upper text area and the short description goes in the text area below). A description can be added to the short product description field and will appear next to the product image.
• In the field on the right you can add the following parameters:
  • Product categories – the category to which a product belongs.
  • Product labels – product related labels
  • Product image – usually appears as a picture of the product.
  • Product gallery – you can add more descriptive images of the product.
• The following parameters can be added in the product details:
  • General – you can enter a standard price. You can also enter a discounted price if you wish. According to the design, the standard price will then be subtracted and the promotional price will be shown. You can also add a start and end date to the discount price. You can also add the Taxation (if “Taxable” with taxes, add “-” without taxes or “Transport only” if taxable) and the Tax Class (corresponding VAT %);
  • Inventory management – you can enter a product code (used to identify the product). Enable stock management and enter the quantity of product in stock.
  • Delivery – you can specify the weight and dimensions of the product
  • Related products – you can specify which products to recommend to the customer instead of the product they are currently viewing in the “Top Selling” section (the products you recommend instead of the product they are currently viewing). E.g. products that are more profitable, of better quality, etc.) and which products to recommend in addition to the given product in “Cross-sales” (products you promote in the shopping cart based on the current product).
  • Features – can give the customer the option to choose between different sizes, for example. To do this, select Properties – Add – add name (Size) – enter values S|M|L – select checkbox – Visible on product page – click Save Properties.
  • Advanced settings – you can for example allow reviews to be added.
• Finish adding the product by clicking on the “Publish” button.

Autor:

Web Systems