FREELessons: 15Length: 1.5 hours

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2.2 WooCommerce Settings and Screens

Hello, and welcome back to this Tutsplus course on getting started with WooCommerce. In this part of the course, I'm going to give you a quick overview of all the screens that you have available to you in WooCommerce. So you can see which screens we'll be using as we move through the course. So right now, we are in the WooCommerce dashboard, and you can see that here cuz it says WooCommerce dashboard. Now, you access this by clicking on WooCommerce dashboard as you might expect. This is the screen we finished on when we were installing WooCommerce. And it gives us this list of things we need to do to get our store ready. So what we can do is use the wizard to work through these, or alternatively, we can use the setting screens. So let me just show you the screens that you've got available to you. And I work down this menu in order. So firstly is orders. Now, this won't be populated yet, because you haven't set up your store yet, and you haven't got any orders. But once you get some orders, they will appear here and you'll be able to manage them, respond to them, ship items based on them, everything you need to do to work with your orders as they come in. Now, not only you as the admin get access to this screen, but also if you have a user who's a shop manager, they can access this as well. Next, we have coupons. And here, you can add coupons for your users. Let me just click Thanks to get rid of that notification. Go back to coupons. Right, so here you can create coupons. Now, these are things you can use to give people loyalty bonuses or discounts or money off products. And you can use those to make your customers more loyal and attract new customers to you. Coupons are slightly more advanced. They're not something you'll do when you'll be setting up your store at the beginning, but they might be a useful tool as you're managing it or working with customers. Then moving down to customers. Now at the moment, we don't have any customers in our store because nobody's bought anything yet. But this gives you access to information about your customers. So you can find out, who's bought from your store. You can get their email address, their spend and so forth. And this helps you identify who your high-value customers are, so that you can get in touch with them and promote your products to them. It also means that, you can get in touch with them if there are any issues with your orders or you wanna get feedback on what you've sent them or check up on delivery. Then we have reports. So here you get access to reporting for your store. So this will show all the orders and the sales that you've had over a given period. And again, there's nothing in here at the moment because we haven't sold anything yet. We've got settings, and we'll be going through these screens in much more detail. So the first setting screen is the general screen. And this is all about where you sell to and what currencies you use. And we'll be looking at that in the next part of the course. Setting screen is all arranged by these tabs here. So if we work along we have the products tab. Now, this isn't where you add products, but it's where you configure your products. And you set up things like how your products are measured, and whether you're including reviews. You can also configure the settings for inventory and for downloadable products here. We then have the shipping screen, where you can set up shipping zones. So if you're shipping to multiple locations, you can set up zones and specify what the postage will be for each of those zones. And within that, you have options and classes that you can use to work with specific types of item that you're selling and how much they're gonna cost to ship. The payments tab lets you choose the different ways that people can pay. So in most cases, you'll be using PayPal. And people can use either a PayPal account or PayPal lets them use their credit card to pay. Or you might want to add another service such as Stripe, which you can do with an add-on for WooCommerce. Accounts and privacy, this is where you can figure things like the My Account page and where the guest checkout is about. So if you want to let your customers create accounts on your site and then access order history and contact you through their account, you can set that up here. We then have the emails tab. WooCommerce provides a whole bunch of emails that it sends out to you as the admin or store manager and also to your customers. And you can configure these and edit them. And you can brand them to make them look much more in line with your store. We then have integrations, which is where you integrate a service called MaxMind that lets you do geolocation lookups. We're not going to be doing that. And that lets you use people's IP addresses to find out where they are so that you can calculate shipping and so forth. We're not going to be doing that in this course. We then have the Advanced tab, which to be honest, isn't all that advanced. It's got things like the page setup, which is very important, the end points. So these are the slugs for the checkout pages that WooCommerce automatically generates. You don't need to manually create those pages. But you can create slugs for them for the account and the payment process. And there are also sections in here, which are a little bit more advanced for the rest API, web hooks, and other features, which we're not going to worry about on this course. But we will come back to this page setup screen. So those are the settings screens. We then got the status screen. And you would use this if you've got a problem with your WooCommerce installation, and you get in touch with the help desk at WooCommerce. And you can get system report and then copy that to your help ticket to give the person helping you more of an idea of what's going on. And there are other tools and logs and so forth that you can use to find out exactly what's going on in your WooCommerce installation. Now, again, this is more advanced stuff for developers. So if you're setting up your store for the first time, don't worry about them. The next item on the menu is extensions. And this is where you can install add-ons for WooCommerce. So you can add things like regular subscriptions, bookings and memberships. Now, if you're looking for add ons for WooCommerce, the WooCommerce official store and the official add-ons are obviously one source of those. And they are a bus plugins that you know will be well coded and will be 100% compatible with WooCommerce. But they are quite expensive and they might not cover exactly what you need. So it's worth taking a look at CodeCanyon. Because on CodeCanyon, there are over 1,800 WooCommerce plugins. And some of these will have functionality that isn't provided by the WooCommerce plugins. And you'll often find that they provide, perhaps an element of the functionality that you need, but maybe not everything that's in the WooCommerce plugin, but for a lot less money. So it's worth taking a look because you get support with these and you know that they're backed by CodeCanyon. So take a look at these plugins before you spend the money on one of the official WooCommerce plugins because you might find what you need here. So that's the WooCommerce menu. WooCommerce also gives you a products menu. And this will be more familiar to you if you're used to working with pages and other custom post types. Now, the way products work in WooCommerce is that they are a custom post type in WordPress, but they have their own specific set of data and metadata that you can add to them. And you can see I've added a few dummy products here, which I'm going to be editing as we work through this course. So here you can add new products. You can configure your products. And you can also set up product categories and product tags, which aren't the same things as post categories and post tags. And you can also define attributes for a product. Now, an attribute is when a product comes in more than one flavor. So for example, if you're selling T-shirts, you'll have different sizes of T-shirt, or you might have different colors. And it's much better, say if you're selling the same T-shirt in red or blue to set it up as one product with the two colors, rather than setting it up as two separate products, red T-shirt and blue T-shirt. Because it's much easier that way for your customers to find that if they're looking at a red T-shirt and they're not quite bout the color, they're look for the blue alternative. And it's shown on the same screen and it's shown on the same product page. Whereas, if you set up two separate product, red T-shirt or blue T-shirt, they will be listed completely separately in WooCommerce and people might not be aware of them. So I'll show you how to work with categories, tags and attributes later in this course. So that's an overview of the WooCommerce settings screens and product screens. In the next part of the course, we'll move on to configuring our settings. And we'll start by configuring currency and taxes. See you next time and thanks for watching.

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