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WooCommerce Tutorial

03 How to manage your WooCommerce store

The WooCommerce plugin contains a great number of features which help you to run your WordPress e-commerce website.

Within this guide, we will go through the six menus under the “WooCommerce” tab on your WordPress admin to see exactly how they make it easier to run your business.

This is the third step of our Woocommerce tutorial: How to build an e-commerce website in 12 steps.

We will be using WooCommerce and Toolset to build a customized website with important features that will help clients make purchases on your pages. We will only require simple HTML and CSS to do this.

Buy Toolset

3.1 Orders

The Orders menu shows the list of the current purchases made by your customers.

If you are only selling digital products then this page is not as important because it will simply show who has bought what. However, for physical goods, you will be able to review details such as for shipping and the order status (whether it is on hold, a refund etc.)

Additionally, you can click on each order to see the Single Order page where you can edit and update details including:

  • The order status
  • The stock for an order
  • The products, price and taxes
  • Email order details or regenerate download permissions
  • Coupons
  • Additional fees

3.2 Coupons

Create and manage your customer discounts under this section.

You can adjust the amount, the expiration date and limits on when it can be used.

3.3 Reports

WooCommerce gives you powerful ways to monitor your businesses’ performance through various tracking data options.

There are four tabs to explore:

– Orders

Enter your store’s details including address, currency and the type of products you will be selling.

– Customers

Compare the activity of users who pay a membership for your site with guests.

– Stock

Check your inventory for all goods.

– Taxes

Keep an eye on the taxes that have been paid either by code (tax type) or by the date it was paid.

3.4 Settings

In this section, you can control all aspects of your e-commerce website. Let’s look through the menu options:

– General

Set information including your store headquarters, the countries you sell to and the currency details and format.

– Products

Manage your:

  • General settings – Including what is your main shop page, unit measurements and whether you want customer reviews.
  • Inventory – Edit who receives stock notifications, when they should be sent out and how long you should hold an item for while an individual tries to purchase.
  • Downloadable products – Adjust the method of downloading and whether you want to restrict downloads to certain customers

– Tax

Control all elements of your taxes in this section:

  • Tax options – Choose if you want to add taxes to your price, whether to include shipping and how it is displayed on the front-end.
  • Standard rates – Select the tax rates you want based on location.
  • Reduced rate rates – Select the taxes for reduced prices.
  • Zero rate rates – The same for tax-free items

– Shipping

Manage your shipping here:

  • Shipping zones – Create shipping policies for each zone (USA, Europe Asia etc.) to provide your customers with the correct rates based on their location.
  • Shipping options – Set how shipping costs are calculated and set whether the billing address becomes the automatic shipping address.
  • Shipping classes – Set different shipping options such as free shipping.

– Payments

Set up the payment methods that you want to display on the front-end including Stripe, PayPal and cash on delivery.

– Accounts & Privacy

Use this section to set whether guests can purchase products, how they create accounts, what you display as your privacy policy and how personal data is retained.

– Emails

Within this section you can set when email notifications are sent out to customers, who they are sent “from” as well as your email template.

– Emails

You can use this section to change WooCommerce defaults and integrate with the API.

  • Page setup – Choose which pages serve for your primary functions such as the cart page, checkout and terms & conditions among many others.
  • Rest API – Create API keys to function with the WooCommerce REST API
  • Webhooks – Create webhooks to trigger events whenever orders, products or coupons are edited.
  • Legacy API – Enable the Legacy REST API which is no longer being maintained.

3.5 Status

You can use the status section to manage your WooCommerce website’s performance. You can also get a system report, tools for debugging and viewing data logs for your shops.

3.6 Extensions

WooCommerce offers a number of extensions to enhance your shop which you can view in this section.

One of the best extensions to enhance your WooCommerce website is Toolset. You can use Toolset to easily customize all aspects of your website to make it look and function better than ever without using any PHP.

On step four, we can show you how to install and register Toolset.

Step 4

Build the perfect website today

Toolset allows you to add some of the most important features for your website in less time than ever. That’s because with Toolset you do not need to write PHP – saving you hours of needless coding.

You no longer need to manage dozens of complex plugins for your website. You can use the full Toolset package to build, run and maintain it all.

Whether you are a WordPress newbie or an experienced web developer, we have the plan for you based on your needs and budget.