What is WooCommerce and how to manage it?
The global expansion of eCommerce platforms is contributing immensely to online businesses. Also, it has enabled business to build their customer base and in turn, boosting online sales. Moreover, online stores are growing at an exceptional rate. They make trillions of dollars each year by attracting over 40% of the people globally.
Is your online business still chasing the howling success?Then strive no further. Further,clinch the deal by becoming another winning story of the Woo-commerce platform.
What is WooCommerce?
This plugin is free. In addition, it is a full open-source eCommerce. Also, the plugin got designed to easily integrate with websites powered by WordPress. The platform is fully responsive, and secure. Hence, it gives the owner and store developers convenience.
Further,it offers them complete control to flourish their online store successfully. Woo-commerce uses the finest coding practices. Besides, it gets audited by industry leaders. Thus, it assures you of maintaining the confidentiality of your business information. This includes customers’ data.
Installation & Activation Of WooCommerce Plugin
What happens after installation & activation?
What next after you install and activate the plugin? Two new dashboard menus will get added to your Dashboard (Woo-commerce and Products). Also, the wizard will start configuring initial settings. Besides, the wizard will ask for a few basic things to start off with adding essential pages. For example, cart, checkout and products among others.
Furthermore, you will get prompted to enter your location, units, currency, Shipping & Tax, alongside will be the last payment method you prefer to use. However, you will be able to change all these afterwards as well under the settings tab of Woo Commerce.
Now, let us discuss what all you can find in the settings section of Woo-Commerce. Also, what they actually mean.Please do note that every business is different. Hence, these are just general descriptions of all the fields you will see.
Determine who will be receiving emails, the sender names, and email address to get used. Besides, determine the content of email notifications, and customization of the email template.
Decide if users will be checking their accounts information. Besides,specify particular identifiers of various actions on the page. Also, activate places where customers can register. Further, determine if passwords and usernames will get generated automatically.
Activate or deactivate the Woo-commerce API. Besides,create third-party services integration notifications. Also,create the endpoints and external applications for accessing the shop's data.
Shows you the performance and health status of your shop. Thus, for Woo-commerce help, download your system report in this section. Also, the section features various tools. Thus, you can use the tools in cleaning cached data as well as debugging.
The section allows you to access all the extensions listed above. However, it is when purchasing in the online shop.
The only way of making your online shop favorite is through purchasable products. However, here is how to set up and manage your products with Woo-commerce. Let us start with Products.
On the dashboard of your Woo-commerce account, click the ‘’Add Product’’ button. It is on the left. Either in the menu, or at the top. Therefore, you will have started creating a product.
Basic WordPress editor screen will appear. In addition, there will be some extra options on the screen. Like in normal posts, add the title. Also, some description of your shop at the top of that screen. Certainly, it is at this point that you will add all your media and images. Furthermore, all the information you will add here will be on the primary product page.
Up to this point, all the steps are easy. But, there are other vital options on your product creation screen. These include:
After the main editor is a panel for configuring extra product data. Thus, ensure you add all the data so that your shop can work as expected.
What is the initial step in the configuration of product data?
It is choosing the type of product you will be selling. The options include:
Your configuration options will vary based on the product that you will choose. Nevertheless, some of the settings to configure include:
The next step is moving at the bottom of your screen and adding some short product description. The information that you will add will get displayed under the title of the product.
As a result, you will have created your product with Woo-commerce, and you can now find it on the products menu.
Tags and Categories should not be a concern if you have been using WordPress. Even so, there is some slight variation when using Woo-commerce. Because, adding thumbnail images to your product categories is possible.
Attributes and Shipping Classes are other product settings that need your attention. Moreover, the ship classes are vital. They allow you to create shipping groups of your products. Also, it enables users to calculate the shipping costs as per class. But,the attributes help in showing the variations in products.
Management of Woo-commerce involves the use of all menus, explained here.
The order screen displays your shop’s recent order status. However, if you only deal with digital products, you will know nothing much, apart from who bought which product and the products that you currently hold. However, if it is physical goods, you can send them to shipping, and change their status, such as failed, refunded, on hold and pending payment among others.
Besides, you can modify the order content, add notes, and resend emails related to orders, or change the shipping and billing addresses among others. Here is a quick guide on how you can manage Customers orders in your Woo-commerce store. Through this guide, you can easily manage the orders in your Woo-commerce store.
The foremost step is to log into the admin area of the WordPress site. Now, go to Woo-commerce > Orders at the left-hand sidebar on your dashboard. To add a new order to the online store, use the ‘Add order’ option available at the top of the page.
After you click on that, a new screen will pop up. Besides, at this new screen you will get offered with many sections. Moreover, you will get the options. Thus,you only need to configure them. Let us review each of these options separately.
The first section consists of Order Details. Besides, it is here you will get asked to configure basic information related to the order you wish to add. These features include order status, order date, and customer. However, you may change the ‘Order Status’ by choosing from the various choices in the drop down menu. For example, processing, pending payment, on hold, canceled, completed, failed or refunded.
But, to change the details with regards to shipping and billing details, use the ‘Pencil’ icon. It is available at the right corner of each option. As a result, there will be two tables for you to fill out the necessary. The shipping and billing information of your customers.
Next item section
Also, in the next Item section, you can add products to your order. Click on ‘Add Item(s). ’ Hence, you can quickly add the product by finding the name of that product, from the box that will show up. Furthermore, if the fee or shipping cost is not already added to the product, you may attach it to the item at this stage.
With the use of custom fields, you can add many items to the metadata. Also, you can upload them with ease. This may include links or images.
Do you want to add some downloadable details to your order? You can easily do it,by using the download product permission section. Besides, the customer can download this product when the status of the order changes.
The right hand sidebar of the order page has extra sections. These sections get called ‘Order Notes’ and ‘Order Actions’ section.
Oder Actions section includes New Order, Re-sending order emails, and Completed Order. Also, it includes customer Invoice, Processing Order and Generate Downloadable Permissions. However, when making any change to the order, you may save the changes by selecting the ‘Save Order." The button available on the upper right-hand side.
Moreover, you also may add notes to the existing order by using the section ‘Order Notes’. Further, you may specify the person for whom the note gets added, let us say Note to Customer or Private Note.
Once you complete a new order, it will start showing on the ‘Orders’ page. Hence,you may see the order easily and at any time. For example, changing the order status from pending payment to complete.
Likewise, if you wish to edit the existing order, you just have to click ‘View’ or ‘Edit’ icon as shown in the picture below. Then, the page of ‘Edit Order’ will appear. After editing and to save the changes, do not forget to click on the ‘Save Order’ button.
The last discussion, in this guide, is about removing orders. What can you do to remove an already submitted order? Or, an existing order? Select, the specific order on ‘Order’ page. Use "bulk Action" drop-down list, to choose ‘Move to Trash". Finally, click on Apply.
You will be using this section in building and managing discount codes. However, you can determine the type of discount to offer and the amount. Thus, setting up limits on the number of coupons that will get used in total or by every user. Also,set the expiring dates and the usage restrictions.
The report section is attractive. Also, it is a point where you get all your Woo-commerce highlights.
The plugin will automatically create detailed summaries of your shop's aspects. Also, in this section, you will see the sales you have made over a specified duration, and your profit. Besides, you will see items that got purchased,and coupons that got utilized.
Furthermore,the shipping costs and the refunds in the same screen. Also, you will have a view of the taxes, product stock, and customer sales. You can export them from CVS and import in your books.
This is all that you need to do to easily manage. Besides, to use the various features offered on the Woo-commerce store. Make the most of the given options and features. As a result, you can manage all your customers’ orders, quite conveniently.