WooCommerce Settings Explained
In this tutorial we will show you all the sections of the settings menu of the WooCommerce plugin. We will also cover all the options that you can configure on each of them.
To reach the settings page of WooCommerce you should first access you WordPress dashboard.
Then navigate to WooCommerce > Settings:
As you can see from the image above the settings page of WooCommerce is divided by 8 main sections:
Let’s start with a description of each of them separately.
The first one is associated with the General settings of your store:
Here are the entries you will need to set up in it:
Base Location – this is the location of your business. It is important because the taxes for your products will be based on it – for example State taxes, VAT and any other taxes applicable to your country. Here you can either search your location from the drop-down menu or type it in the search field.
Selling Location(s) – using this option you can set the countries you wish to sell your products to. The options you can choose from are:
– Sell to All Countries – this option allows you to sell your products worldwide.
– Sell to All Countries, Except For… – here you can exclude specific country or several ones.
– Sell to Specific Countries – this is the most used option for a newly created online store. Here you can set a specific country or several ones to which you will be selling. Once you choose this option a text field will be displayed where you can type the County you want to add.
Shipping Location(s) – here you can specify for which countries you will provide shipping of your products. The options you can configure are:
– Ship to all countries you sell to – by choosing this option shipping will be available for all countries you have set under Selling Location.
– Ship to all countries – this will allow you to offer worldwide shipping
– Ship to specific countries only – here you can specify the countries for which you will offer shipping
– Disable shipping & shipping calculation – if you choose this option you will not provide shipping for your products
Default Customer Location – Here you can specify how will your customers’ location will be determined. The options are the following:
– No location by default – this option will not determine any location for your customers and they will need to insert their ZIP code to calculate shipping.
– Shop base address – this will use your store’s location to calculate the shipping rate.
– Geolocate – if this option is selected the system will check your customer’s IP address to determine the location and calculate shipping rates.
– Geolocate (with page caching support) – this option is the same as Geolocate but it is used for better compatibility in case that you are using any page caching on your store.
Currency – here you can set the currency used for your products which the customers will see. This is also the currency which your payment gateways will accept.
Currency Position – here you can set the position of the currency symbol.
Thousand Separator – here you can set the symbol used for separating the thousands.
Decimal Separator – this sets the decimal separator for your prices.
Number of Decimals – this sets the amount of decimal symbols visible in your prices.
This is everything in the General section of the settings menu. Don’t forget to save the changes you have made.
Next comes the Products section:
In the picture above you can see that this section is divided into four subsections. We will cover each of them.
Here you can set the Weight and Dimension units for your products.
The options which you can manage here are:
Shop Page – the page used for displaying your products.
Shop Page Display – here you can choose from the following options:
– Show products – this will display all your products
– Show categories – this will show all your categories
– Show categories & products – this will show both products and categories
Default Category Display – here you can choose what is shown on the category archive. The options are the following:
– Show products
– Show Subcategories
– Show Subcategories & products
Default Product Sorting – from here you can select how your products will be ordered in the catalog:
– Default sorting – this will arrange the products using the default settings of the application
– Popularity (sales) – this will sort the products based on their sales popularity
– Average Rating – this will sort the products by their rating
– Sort by most recent – this will display the most recent products at the top of the catalog
– Sort by pry (asc) – this will display the cheapest products at the top
– Sort by price (desc) – this will display the most expensive products at the top of the page
Add to cart behavior – this specifies what happens when a customer click on the Add to cart button. You have two options here:
– Redirect to the cart page after successful addition – this will redirect your customer to the Cart page once a product is added to the cart
– Enable AJAX add to cart buttons on archives – this will add the product to the cart but leave the customer on the current page
Product Images – here you can specify the size of the images associated with your products. You can set three different sizes:
– Catalog Images – here you can specify the size of the product image in your shop page, product archives and any other grid with products.
– Single Product Image – this is the size of the product image on the specific product page.
– Product Thumbnails – here is the size of the thumbnail images displayed under the main product image on the product page.
– Product Image Gallery – If you enable the Lightbox clicking the product image will open it in a lightbox which would be a great way for your customer to see the details.
Here you can set the following options:
Manage Stock – if the store management is enabled you will be able to track your orders and quantities easily.
Hold Stock (minutes) – here you can set a specific time in minutes after which any unpaid orders will be canceled. If you want to disable this feature leave the field blank.
Notifications – Here you can choose if you would like to receive low stock and out of stock notifications.
Notification Recipient(s) – here you can specify an email account of yours on which you want to receive the notifications mentioned above. If you have a partner or a moderator you can add more than one email address. You just need to separate them by comas.
Low Stock Treshold – this specifies what amount is considered as low – for example 2 pcs.
Out Of Stock Treshold – here you can specify what amount is considered as out of stock – usually this is set to 0.
Out Of Stock Visibility – if you check the Hide out of stock items from the catalog option the products which are out of stock would not be visible on your products archive.
Stock Display Format – here you can choose from the following options:
– Always show stock e.g. “12 in stock” – if you choose this option the available quantity will be visible on your shop page
– Only show stock when low – this option will make the quantity visible only if the stock is low
– Never show stock amount – this option will make the amount of the products invisible for the customers of your store.
Downloadable Products subsection:
Here you can set the options for your downloadable products if you are offering such.
File Download Method – this specifies the download mode of the products
– Force Downloads – choosing this option will perform the download using PHP. If the files are large in size or if the server is low on resources you may experience timeouts on your website.
– X-Accel-Redirect/X-Sendfile – this option will perform the download using the Apache server – this is the most secure method and it is the most commonly used
– Redirect only – this will redirect the download to a separate link which is the least secure method
Access Restriction – from here you can manage the restrictions for your downloadable products:
– Downloads require login – if this option is enabled the product will be available for download only after login
– Grant access to downloadable products after payment – if you check this option the products will be available for download right after the payment even if the order is still “processing” rather than “completed”.
The next section is the Tax one:
As you can see it is divided by 4 subsections. Let’s have a look at them separately.
Tax options subsection:
The options you can configure here are the following:
Prices Entered with Tax – you can choose either to apply the prices of your products including the taxes or excluding them.
Calculate Tax Based On – here you can choose if the taxes will be calculated depending on the customer shipping address, the customer billing address or the shop base address.
Shipping Tax Class – you can set the tax class based on the products ordered, a Standard, Reduced Rate or Zero Rate one.
Additional Tax Classes – here you can specify any tax classes of your choice in addition to the Standard one.
Display Prices in the Shop – choose how to display the prices in the catalog of your store – either including or excluding taxes.
Display Prices During Cart and Checkout – this option specifies if the price on the pages in question will be inclusive or exclusive taxes.
Price Display Suffix – you can add any text addition which will be displayed next to the value. For example – “without taxes”.
Display Tax Totals – here you can choose if the customers will see one summarized total of their cart or a separate value for each product.
There are several thing you should think of when configuring your tax rate:
Country Code – a two digit code corresponding to the country in question – for example US for the United States
State Code – also a two digit code associated with the state in questions – for example FL for Florida
ZIP/Postcode – you can apply a full postcode, a range of postcodes (12340…12349), a wildcard postcode (123* – it will include all codes starting with 123) or simply add * to the field, which will include all the postal codes available.
City – here you can add a city for which the tax rate has to be applied, multiple cities (separated with 😉 or leave the field blank (with a *), which will apply the rate for all cities in the specified region.
Rate – the value of the tax rate – for example if the applicable tax is 6% you should apply 6.000 for it.
Tax Name – the name of this rate
Priority – this option is applicable if you would be using several tax rates for a single entry. You cannot apply more than one rate with the same priority.
Compound – if you select this option the tax rate will be calculated on top of all other taxes already applied.
Shipping – you need to define if the tax should be added to the shipping costs too.
Other tax rates subsections – you should configure them one by one using the same method described for the Standard tax rate.
The next section in the Settings page of the WooCommerce plugin is the Shipping one:
To better understand the shipping zones we will explain their structure. Basically the Shipping Zones are something like a plurality in which you can add as much shipping methods and rates as you want. See the graphic below:
To make it even clearer we have made a sample setting for a Shipping Zone for the United States, including all ZIP codes in the range from 92010 to 99000. Here you can add Specific countries, States, wildcard ZIP codes, ZIP code ranges.
The first subsection is Shipping Zones – here you can add the shipping zones for the countries which you offer shipping to and assign a shipping method to them. To visualize the process and explain it we will create a new Shipping zone:
– First click on the Add shipping zone button:
As you can see there is a shipping zone called Rest of the World which is created by default and it covers all the countries that are not included to your custom Shipping Zones.
– Next you need to add the Zone name and specify the region(s):
In our case we have called the Shipping Zone USA and added the United States as a region. To specify the exact region for which this Shipping Zone will be applicable we have added the state of Alabama as the only one for it and also we have added the 35019…35061 and 352* ZIP code filtering. In this case this Shipping Zone will be applicable for all cities located in Alabama, United States of America which ZIP codes are in the 35019…35061 range and these which ZIP code starts with 352.
Now save the changes you have made!
– The next step is to add a Shipping Method. To do that click on the + sign under Shipping Method(s):
In our case we will set Free Shipping for this region:
Here is a diagram of what exactly we have done:
The second subsection of the Shipping settings menu is Shipping Options:
Here you can configure the Calculations and Shipping Destination for your store.
Under Calculations there are two options:
– Enable the shipping calculator on the cart page – this will display a shipping calculator for your customers on the cart page and they will be able to review it before checkout
– Hide shipping costs until an address is entered – enabling this will ensure that the shipping costs are the correct ones for the exact address entered
Under Shipping Destination you can choose from three available options:
– Default to customer shipping address – this will use both your customers’ Shipping and Billing details.
– Default to customer Billing address – this will use your customers’ Billing details with an option to enter additional shipping address.
– Force shipping to the customer billing address – this will use your customers’ Billing details with no option to add different address.
The last subsection here is Shipping Classes:
Here you can add a shipping class for your products. Here is an example:
– First click on the Add Shipping Class button:
– Next you need to add a Shipping Class Name, Slug and description:
The next section in the Settings menu is Checkout.
Its first subsection is Checkout Options:
Let’s have a look at all the options you can configure here:
Coupons – they are used to provide some form of discount to your customers. Here are two options you can enable:
– Enable the use of coupons – using this option you control if there would be coupons available on your store or not.
– Calculate coupon discounts sequentially – using this option you can control if multiple coupons are applied sequentially or not. For example if a client wants to order a product which costs $100 and he has a 10% discount coupon and one of 20% there are two scenarios:
1) With the Calculate coupon discounts sequentially option checked:
First the 10% discount will be applied and the total price of the product will become $90 and then the 20% discount will be applied making the final amount $72
2) With the Calculate coupon discounts sequentially option unchecked:
The two discounts will be combined and a 30% discount will be applied making the final amount $70.
Checkout Process – here you have 2 to configure two options:
– Enable guest checkout – this will allow customers which are not registered on your website to place orders.
– Force secure checkout – this will force the checkout pages to load using SSL. Please have in mind that you will need to have an SSL certificate installed for your domain.
Checkout Pages – here you can set up your Cart, Checkout and Terms and Condition pages to the one you want to use.
Checkout Endpoints – these endpoints are added to your checkout URL to handle different type of actions during the checkout. If you want to use your own, please make sure that they are not used anywhere else on your store.
Payment Gateways – here you can edit your payment gateways settings. We will not cover each of them separately here, but you can find information concerning all of the payment gateways settings in our corresponding documentation.
Next in the settings menu is the Accounts section:
The first option you can set here is the My Account Page. You can specify a custom page you have created or the default My Account page.
The next thing to configure is Enable Registration. The options are the following:
Enable registration on the “Checkout” page – if this option is enabled it will allow your customers to create an account while they are on the Checkout page.
Enable registration on the “My Account” page – if this option is enabled it will allow your customers to create an account while they are on the My Account page.
Both the options above provide an easy way for your customers to create an account on your website. It is very handy if you do not allow guest checkout on your website.
Display returning customer login reminder on the “Checkout” page – if this option is enabled your returning customers will be reminded to log in to their accounts.
Under Account Creation there are two options:
– Automatically generate username from customer email – if this option is enabled the username for your customers will be generated based on their email address.
– Automatically generate customer password – if you enable this option the password for your user’s account will be automatically generated.
The details from both the options above will be sent to your customers via their email address.
My Account Endpoints – these endpoints are added to the My Account page URL to handle different actions. If you want to set a custom ones you have created make sure that they are unique and not used anywhere else on your website.
Next comes the Emails section:
In the first part of the settings page you can configure the email addresses on which you will receive notifications for certain actions on your store.
Under Email Sender Options you can configure several options:
“From” Name – here you can set your name or your store name.
“From” address – here you can set the email address which the customers will see.
Under Email Template you can modify the look of your email template:
Header Image – here you can add a URL to a header image for your email template.
Footer Text – here you can add your footer text – for example your company slogan.
Using the Base Colour, Background Colour, Body Background Colour and Body Text Colour you can modify the colors used in your email template.
The last section in the settings menu is the API. This section is used if you want to integrate an external application to use your store data. However it is designed for developers use only and we will not cover it in this tutorial.