Setting up Pages in WooCommerce – A Complete GuideRanjan
Table of Contents
- WooCommerce Pages
- Reinstalling Pages
- Directing WooCommerce what pages to use
- Shop Page
- WooCommerce Onboarding Wizard
Setting up pages in WooCommerce is the first step to get your online store up and running. It involves creating shortcodes for the different pages you want to set up for your online store. The pages you set up will be seen in the Home page of the site of your store. Links will be created from the Home page to each of these individual pages.
WooCommerce pages can be created both via the Onboarding Wizard as well as through manual setting up. We will discuss in detail how to set up different WooCommerce pages through both these methods.
As and when WooCommerce is installed on your system, it creates the following new pages via the Onboarding Wizard:
- Shop Page – No content is required for this page. This page links to the shopping page of your online store with the different product categories and the products that come under these categories. The Shop page looks as seen below:
2. Cart Page – This page contains the shortcode [Woocommerce_cart] and links to the cart’s contents. By clicking on the Cart link, the customer will be directed to the contents of his Cart. The Cart page looks as seen below:
3. Checkout Page – This page contains the shortcode [Woocommerce_checkout]. Once you have selected the required items in your Cart, you will click on Checkout. This page displays information regarding the different shipping and payment options. The Checkout page looks as seen below:
4. My Account Page – This page contains the shortcode [Woocommerce_my_account]. Clicking on the My Account link will take you to the My Account page. This page contains individual customer information related to their account as well as details regarding previous orders placed with the store. The My Account page looks as seen below:
Setting up the My Account page
Besides these default pages, you can also add pages that you want customised for your store. To add a new page, you can follow the procedure given below:
There could be a possibility that you have skipped the Onboarding Wizard procedure for creating pages. Alternatively, you wish to re-install the WooCommerce pages. There is no reason to worry in either case. You can follow the procedure given below to install pages, using the page installer tool:
WooCommerce > System Status > Tools
Directing WooCommerce what pages to use
If you have installed pages from the Onboarding Wizard, then WooCommerce would have already set them up for you. However, if you have setup new pages or want to change the name of pages that are generally used for things like Cart and Checkout, then you have to direct WooCommerce as to what pages to use instead.
For example, to direct WooCommerce regarding what pages to use for features like Cart and Checkout, you can follow the procedure given below:
WooCommerce > Settings > Checkout > Checkout Options
Here, in the drop down corresponding to Cart and Checkout pages, you can select a page name you have already created which will replace the default names for these pages.
Similarly, you can direct WooCommerce regarding what page to use for My Account in the following manner:
WooCommerce > Settings > Accounts
Here again, you can name the My Account Page according to your choice after creating the page corresponding to it.
In the same way, you can also direct WooCommerce regarding what page to use for the Shop page by following the procedure given below:
WooCommerce > Settings > Products > Display
As was mentioned earlier, the Shop page is different from other pages in that it does not require any shortcode or content in it. On the contrary, it is a placeholder for an archive of products which can be posted as required. Hence, it will function differently compared to other pages, when installed. In case you are using features such as SEO plugins, they may include settings specific to custom post type archives. These are the settings that you can use to control your Shop page.
WooCommerce Onboarding Wizard
The Onboarding Wizard of WooCommerce facilitates a customizable eCommerce platform. Hence, the store owner has the freedom to tweak the settings according to his store’s requirements. The Wizard not only allows you to set up customized pages, but also guides you through the entire process of setting up your store. At the end of the process, you will be ready to accept payments. You have the option of either using the Onboarding Wizard or skipping it and manually setting up your online store.
Given below are the screenshots of the Setup Wizard which will enable you to run the Wizard in WooCommerce:
When you click on the Setup Wizard, you will be taken to the Welcome to WooCommerce screen as seen below:
You have the option of using the Wizard to setup your online store automatically. Alternatively, you can skip the Wizard and manually setup your store. If you opt to setup your store via the Wizard, you can click on the button Let’s Go.
When you click on the Let’s Go button on the Welcome page, you will then be taken to the Page Setup section as seen below:
Here a few essential pages required for an eCommerce online store will be automatically created, if they do not exist already. They include pages like the Shop page, Cart page, Checkout page and My Account page. You can click on Continue to automatically install the pages. The pages once created, can be managed from your Admin dashboard on the Pages screen. Besides, you can also control which pages you want to display on your website by going to: Appearance > Menus
When you click on Continue in the Page Setup screen, you will be taken to the Store Locale Setup screen, as seen below:
This screen has information regarding the base location of your store, the currency you will use for transactions, the currency sign position, the thousand separator, the decimal separator, the number of decimals to be used, the unit to be used for product weights as well as the unit for product dimensions. The Wizard in WooCommerce automatically detects your location with the help of your IP address. Thereafter, it automatically sets up the rest of the information based on your location. You will need to check to ensure that the information set is correct.
Shipping and Tax
When you click on Continue in the Store Locate screen, you will be taken to the Shipping and Tax Setup screen, as seen below:
Here, there is a checkbox which you can check if you are shipping physical products. The Tax setup screen will appear only if you have enabled taxes in General Settings. Here, you can choose how you want the prices on your store displayed. You can either enter prices inclusive of taxes or excluding taxes. If you are entering prices inclusive of taxes, then you can go to the Tax Settings in WooCommerce and Add/Edit tax rates based on the products or shipping location to which you are shipping the products. In case you are charging sales taxes, you can check the corresponding box on this screen. If you need clarification regarding the tax rates to be set for particular locations, you can contact an accountant or tax consultant.
When you click on Continue on the Shipping and Tax Setup screen, you will be taken to the Payments screen, as seen below:
Here, you can configure the Payment gateways you want to install for your online store. WooCommerce has the option to accept both online as well as offline payments. Some of the Online payment methods offered by WooCommerce are:
- PayPal powered by Braintree, where your customers can make safe and secure payments to your store through their credit cards or via their PayPal account. This is a free plugin maintained by WooCommerce which you can download automatically from WordPress.org
- Stripe, is another free plugin maintained by WooCommerce which can again be downloaded from WordPress.org. Here again, your customers can make credit card payments to your store.
- PayPal Standard, where you can accept payments from your customers via their PayPal account, using their PayPal account balance or their credit card. If you enable PayPal Standard, then you have to enter an email address associated with that account.
There are also many Offline payment options that WooCommerce offers. These include:
- Check Payments, where you can offer a check as payment
- Bank Transfer Payments, also known as BACS (Bankers’ Automated Clearing Services). It is an electronic system to make payments from one bank account to another.
- Cash on Delivery, where your customers can make payment when the product or service is delivered.
Besides these, there are numerous additional payment methods which you can install later in the form of WooCommerce extensions, according to the products/services you are offering. These payment methods enable you to take your store beyond the typical online store. From products, services and content, the extend of what you can sell with WooCommerce is limitless.
Store is Ready
Clicking on Continue on the Payments setup screen will ensure that your online store is ready to start selling. You will then be taken to the screen shown below:
Now, you can start adding products that you want to sell through your store. You can click on the button Create your first product! to get started with adding products. Alternatively, you can click on any of the links given below Learn More, if you require more advice on how to get started.
If you have skipped the wizard when you installed WooCommerce, you can run it again by following the procedure given below:
WooCommerce > Help > Setup Wizard. Then you can click on the Setup Wizard button. To go to the screenshots for this procedure, click on WooCommerce Onboarding Wizard.
For detailed information on Setting up an online store from scratch, check out this article