Before you add any items to your shop you’ll need to go through the WooCommerce Settings to set up your country, preferred photo sizes, and payment options.
Below is a video walk-through and explanations of the options and pages you will encounter. Mind that we have separate manuals for setting up your SHIPPING OPTIONS and for DOWNLOADABLE PRODUCTS.
There is screenshots and text explaining the set up under this video in case you need to re-read.
The WooCommerce settings: start with setting up your preferences, tax and such.
- Start by hovering over the WooCommerce in the left menu on your dashboard, and choose Settings.
- You have different tabs on top, mind to save every page before you go to the next!
- Set up your country of residence and countries you like to sell to, default all countries are selected.
- Set up your preferred currency, and where you would like the currency symbol to appear, before or after the amount, and with or without a space. Only 1 single currency per shop are supported at the moment.
- Set up your 1000 and decimal separator. Some countries write 1.000,00, others 1,000.00. EU mostly uses the 1st.
You can set the amount of numbers after the comma too. Usually this is 2.
- Frontend styles is the button colours and text colours on the buttons in your shop, like Basket, Checkout and such.
Click on the colours to get a colour picker if you like to change the colours.
Don’t forget to save before going to the next tab!
WooCommerce Settings: Display of your products
- Mind the little link at the top, you also have your inventory (stock) options on a second page!
- Your Shop page is set up as Shop, best do not change this..
- You can set up your shop with different Categories and Subcategories, or simply show all your products without first displaying the categories.
Categories for the products have already been set up, and are used to search and display all shops and display them on the front page, if you make different categories these will not be included there!
If there is a need for more categories please contact us, and we will review your request.
- Your shop will have a drop-down for people to sort according to a few pre-sets, you can change the default here, this sorting is what people will see when they enter your shop.
- You can set up different metrics for your products. Only valid if you fill this in in a special box later, which will be displayed in the ‘additional info’ tab with your product. Advised is to mention dimensions in the product description.
- You can allow or disallow ratings and reviews on your products.
- This one is important to set up right from the start! Your shop has been set up to display photos with a default of 800px wide x 600px high, or any % of this.
You can change this into 900 x 600, or 600 x 600, or really anything that fits your products, but do mind that if you have active products already and want to change the display you will have to reload the photos with the products after you changed here.
If you have set it to 800 x 600, and load a 600 x 800 the photo in the shop will still display as 800 x 600, but on viewing the product the 600 x 800 will show fully.
Always set the amount of pixels lower on this page as the actual photos you upload, as otherwise they will be stretched and look hazy.
- Your shop supports downloadable products. Default Method is to ‘Force Download’ meaning people have access to a download link right after paying, without seeing the URL to avoid sharing. The other options are not supported at the moment.
You can force people to logon before buying so you have their identity in case of problems with the download.
When people checkout with paypal the order will be ‘processing’, this sometimes can take a minute or so, but you can already grant access safely in most cases.
Don’t forget to save before going to inventory!
WooCommerce Settings: Stock options
- This option is found from the Products tab, with the link on top.
- You can enable or disable stock management, so people will not see how many of each you have, but will not be notified when running low or sold out.
- When people put things in their basket, but still browse for more you can already set the item to be 1 less. You can set the amount of minutes this will be displayed, default it will keep the item reserved for 1 hour.
- If you want to be notified of low stock and sold out items check these boxes.
- This is the E-mail addres where you will get your notifications.
- You can set the amount of items when notified here.
- If something sells out completely it will automatically disappear from your public shop unless you check this box. The product will still be available for you to edit or change.
- You can display how many items you still have of a product, this will ensure people cannot buy more than actually available.
WooCommerce Settings: Tax options.
- The first page is to enable the taxes, and how to display, the other links on top will enable you to set the specific rate for your country.
- Check this box to enable the calculations.
- If you want to set and display the price including tax (compulsory in the EU!) check the top.
- Here you can set up tax based on location. Mostly you need to use the ‘Shop base address’, which will be the country you are selling from.
- Here you can set the option to show shipping costs to your own country from the start (customer can change this herself when putting items in the basket), or choose no address, meaning no shipping costs will be displayed untill the customer picks her location.
- You can choose to display the tax on all products in the basket, or product per product.
- The tax will always be rounded up to the decimals set on the first page. Again you can choose to display per line, or on the total.
- The additional tax options will be displayed. Zero rate is good for B2B selling, and can be set up when people enter their VAT number. Standard is always active.
- You can enter any text after your price to show if price is inclusive or exclusive VAT.
- You can hide the Tax until the last moment. This is normal for the US, in the EU usually all tax is included and shown all the way.
- On the total invoice you can display tax per item, or the total.
Don’t forget to save, and to visit the links on top to set up your standard rate, and the other rates you wish to use.
WooCommerce Settings: Checkout options
Next tab is for the checkout options. This is where the money goes, please double-check everything!
- Again you have the main page to set up the options, and the separate pages to enter your specific payment information, don’t forget to visit these links after setting up this page!
- You can allow coupon codes for your shop (more on Coupon codes later)
- Enable guest check-out: people can order & pay without having to register for your site
- Secure check-out is not supported at the moment, but as soon as they go to PayPal the payment is fully secured by PayPal itself.
- Check-out pages: please don’t change these, these are the default pages set up for your shop.
A default terms and agreements page has been set up for you including the EU rules, in which you just have to enter your address for return orders. Obligatory in the EU people have the right to return their product within 14 days from delivery, and you will have to refund them. If you don’t state the correct rules on the Terms and Agreements page this period will be extended to 1 year!
People will be shown a link to your terms & agreements page when checking out, and are required to check a box that they read & accept these before they can check out.
- Checkout End points: Please don’t change these either.
- Here you can set the default payment method shown, and order the payment methods shown to the customers (just drag to the wished position). If the clock is shown next to the payment method it means this one is enabled.
You can enable and disable the methods by selecting the Settings next to the payments and fill in the particulars, or by following the links to the payment methods at the top.
Please save this page first before doing so!
WooCommerce Settings: Shipping Options
And next tab is for the shipping set up. I’ll go over the options here, but will further elaborate in the manual ‘Setting up shipping’ as you best create a few shipping profiles for different sizes/weight, and the explanation is quite long…
- There’s different shipping methods already included, which you can enable/disable on the different pages which you can get to using the links on top of the page, or next to the methods listed at the bottom.
- You can enable/disable shipping, and choose to display the calculator so customers can select their country and calculate the correct shipping.
- You can choose to have them select from a dropdown with shipping methods, or with radio buttons. The method with radio buttons enables the customer to see all available options at first glance.
- You can set the destination to either Shipping or Billing address. Shipping address is advised.
- You can restrict shipping to a self-made list of countries, or ship everywhere.
- You can drag and drop the methods to your liking so customers see your preferred method first.
A clock at the status means this shipping method is enabled, and you can enable/disable the method by selecting the settings, where you also specify the rates.
Only enable methods will display for the customer.
WooCommerce Settings: Accounts
- Your account page. Please don’t change!
- Account End-Points. Don’t change either, your shop will not function without these!
- Logged in customers will get their info automatically, for others you can choose on which pages or stage in their shopping they can register.
- Returning customers can be reminded on the checkout page.
- When people create an account you can use their email address as unique login (recommended), and you can generate the passwords automatically (will be mailed to e-mail address), or have them choose their own.
WooCommerce Settings: Email options
- This tab controls the e-mails being sent out, which are nearly all automatic on ordering. Mind the last 2 links on top, this is where you can manually create an account for a customer in case they have problems registering, and reset their passwords for them.
- Fill in your Shop Name here, and the e-mail address you want the customers to see when they receive the mail.
- In case you want to personalize your mails you can add a header image to the mail. Please don’t use something very big for this..
- Your e-mail will end with this info. text only.
- You can change the default colours used in the mail here. Simply click on the blocks to be shown a colour picker.
That’s it, and now you can start adding products!
In case you have downloadable products as tutorials and downloadable prints please check here for the EU VAT set up.
Any shop has different needs, and my methods are specific to my shop. We’re happy to advice and help out if you can not figure these out by yourself, just contact us, and we’ll get in touch with you!