This document provides instructions for setting up and customizing a WooCommerce online store. It discusses requirements, installation, upgrading, choosing a theme, custom post types, web hooks, settings like products, orders, reports, taxes and checkout, and includes shortcodes and caching optimizations.

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WooCommerce
How to setup and customize your store.

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Joshua Copeland
E-mail: Josh@LVPHP.org
- Father, Husband, Code Craftsman, and self proclaimed Computer.
@PsycodeDotOrg
LV PHP UG
Organizer
Architect
@
Selling Source
Lover of all
things tech
Proud
Father of 2

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Requirements
 PHP 5.2.4 or greater
 MySQL 5.0 or greater
 The mod_rewrite Apache module (for permalinks)
 fsockopen support (for payment gateway IPN access)
 (optional) An SSL certificate if you wish to install direct payment gateways
 (optional) Some plugins for WooCommerce require cURL
 (optional) Some plugins for WooCommerce require SOAP
 You should also check WordPress minimum requirements.
 WC 2.0+ requires WordPress 3.8 minimum. Please see our post here on how to
best prepare your site.

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Installation
To install WooCommerce:
 Log in to your WordPress Admin panel
 Go to: Plugins > Add New
 Type ‘WooCommerce’ into the Search Plugins field and hit Enter.
Once found, you can view details such as the the point release,
rating and description.
 Click Install Now. After clicking the link, you’ll be asked if you’re
sure you want to install the plugin.
 Click Yes, and WordPress completes the installation.

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Uninstalling
There are two things to understand when uninstalling
WooCommerce.
 If you deactivate and delete the plugin from the WordPress
Admin, you are deleting WooCommerce settings and database
tables, and trashing the pages created when first installed.
 If you need to remove ALL WooCommerce data, including
products, order data, etc., go to: WooCommerce > System
Status > Tools, and enable the Remove post types on uninstall.
Doing this deletes all WooCommerce data when you
deactivate and delete the plugin from the WordPress Admin.

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Upgrading
Automatic Upgrade (Recommended)
After you backup your site go to Plugins > Installed Plugins within
WordPress to view a list of plugins you’ve previously installed. If an
upgrade to WooCommerce is available you will see a notice beneath the
plugin listing which states the point release which is now available as well
as links to view the details of that version and to upgrade automatically.
To upgrade simply click the ‘Upgrade Automatically’ link. You may be asked
for your webservers FTP details, if that’s the case fill them in to complete
the upgrade.
Manual Upgrade
To manually upgrade WooCommerce: First, backup your site then download
the latest version of the plugin from our WordPress plugin page and
uploade it to the wp-content/plugins directory on your web server
overwriting the old files.

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Choosing a theme
Themes must be compatible with woocommerce in order for
your web store to work correctly.
WooThemes has a bunch to choose from and one called Canvas
which can be pretty much molded to whatever you want.
Choose a responsive theme to support mobile devices.
Go for a lightweight theme and add functionality with plugins.
Check all woocommerce pages when installing a theme that
claims to be compatible. My-account, cart, checkout…
Consider your audience when choosing your theme, it should
resonate your business without being too distracting.

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Custom post types
 Product (product)
 product_cat
 product_tag
 Product variation (product_variation – hidden from the UI)
 Shop order (shop_order)
 shop_order_status
 Shop coupon (shop_coupon)

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Web Hooks
 Used for integrating 3rd party APIs with WooCommerce.
 Most actions are available as triggers such as:
 Add/Edit/Delete Customers
 Add/Edit/Delete Coupons
 Add/Edit/Delete Orders
 Add/Edit/Delete Products
 Any Action Event
 Custom Topics
 Great for additional automated tasks you wish to build.

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General Settings
 90% of what your going to need to configure for
WooCommerce is in the settings area.
 Think of this as an admin area for your store, your going to
manage higher level things like taxes, currency, payment
gateways, display options, and more.
 Some WooCommerce plugins are also configured from the
WooCommerce settings page.

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Product Settings

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Product Settings

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Product Settings

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Product type
 The Simple product type covers the vast majority of any products
you may sell. Simple products are shipped and have no options.
For example, a can of drink.
 A Grouped product is a collection of related products which can
be purchased individually and can only consist of simple
products. For example, a sofa set with recliners and loveseats
could be sold as a group or individually.
 An External or Affiliate product is one that you list and describe
on your website, but is sold elsewhere.
 A Variable product is a product that has different variations, each
of which may have a different SKU, price, stock options etc. For
example, a t-shirt available in several different colors and/or
sizes. This is arguably the most complex of product types.
http://docs.woothemes.com/document/variable-product/

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Order Management
 Pending payment – Order received (unpaid)
 Failed – Payment failed or was declined (unpaid). Note that this status
may not show immediately and instead show as pending until verified
(i.e., PayPal).
 Processing – Payment received and stock has been reduced- the order is
awaiting fulfillment
 Completed – Order fulfilled and complete – requires no further action
 On-Hold – Awaiting payment – stock is reduced, but you need to confirm
payment
 Cancelled – Cancelled by an admin or the customer – no further action
required
 Refunded – Refunded by an admin – no further action required

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Reports

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Inventory Settings

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Downloadable Products

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Tax Settings

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Checkout Options

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Checkout Process
 Coupons
 Select to enable the use of coupons – Coupons can be applied from
the cart and checkout pages.
 Checkout
 Options include:
 Enable guest checkout – Allows customers to checkout without
creating an account.
 Force secure checkout – Force SSL (HTTPS) on the checkout
pages (an SSL Certificate is required).
 Force HTTP when leaving the checkout – Forces pages to load
over HTTP instead of (SSL) HTTPS like the checkout pages.
Useful for certain gateways that may require this.

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Checkout Pages

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Checkout Endpoints
Endpoints are routes for woocommerce to trigger events and pages.

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Payment Gateways

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Shipping Options

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Shipping Methods

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User Account Settings

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Registration Options

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Email Settings

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Roles & Capabilities
If you wish to modify roles and capabilities, you should use a third-
party plugin such as Capability manager or Capability Manager
Enhanced.
Shop Manager is a role you can give someone you want to manage
the shop but don’t want to make admin. They’re granted the
following capabilities:
manage_woocommerce
view_woocommerce_reports
A customer has read access only, which is used if a user registers
via the checkout process. This is equivalent status to a normal
blog subscriber.

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Permalinks
 Whether to prepend shop categories/tags with shop base page
(e.g., yourdomain.com/shop/product or
yourdomain.com/product)
 The product category base slug (default is: /product-category/)
 The product tag base slug (default is /product-tag/)
 Product attribute base slug will optionally use a custom base
before /attribute-name/attribute/ (ex: /size/medium or
/color/blue)
 If you are having issues with some endpoints/pages, try and flush
your permalinks. That option is available in the permalinks
option settings area.

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Included Widgets
 WooCommerce Cart
 Displays the shopping cart contents and links to the cart /
checkout
 WooCommerce Layered Nav
 Allows the user to refine products based on attributes
 WooCommerce Layered Nav Filters
 Shows active layered nav filters so users can see and deactivate
them.
 WooCommerce Price Filter
 Allow the user to refine products based on price on product
category pages
 WooCommerce Product Categories
 Display product categories in list format

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More Widgets
 WooCommerce Products
 This includes view for All Products, Featured Products, and On-
Sale Products.
 WooCommerce Product Search
 Search products only
 WooCommerce Product Tags
 Display product tags in tag cloud format
 WooCommerce Recently Viewed
 Display a list of products the customer has recently viewed
 WooCommerce Recent Reviews
 List recent customer reviewed products with ratings
 WooCommerce Top Rated Products
 Display a list of top rated products

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Shortcodes
Can be placed in posts or pages to access WooCommerce.
 [woocommerce_cart]
 shows the cart page
 [woocommerce_checkout]
 shows the checkout page
 [woocommerce_order_tracking]
 shows the order tracking form
 [woocommerce_my_account]
 shows the user account page

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Caching Optimizations
 W3 Total Cache
Ensure you add ‘mfunc’ to the ‘Ignored comment stems’ option in the Minify settings.
http://docs.woothemes.com/document/configuring-caching-plugins/

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Benchmark your site
 Use something like siege before and after optimizations to see
if it made a difference.
 The faster your site is, the better ranking you will get on the
search engines.
 Use Google Analytics to find areas where your customers fall
off your site to optimize those pages.
 Create a funnel so you can find out what your conversion rate
is for any ad placements or just organic traffic.
 Look at competitors sites and see if there are areas you need
to optimize to make your site stand above the rest.