The content below is directly from WooCommerce. Ensuring you have the most accurate instructions.
Configuring WooCommerce Settings
On this page, we walk through all settings available to you in WooCommerce.
You’ll find information about configuring General WooCommerce settings as well as Product, Tax, Payments, Shipping, Accounts, Email, API, and Webhooks.
To get started, go to WooCommerce > Settings.
Selling Location(s) – choose to sell to all countries or to specific countries. You can choose multiple specific countries / regions.
Shipping Location(s) – choose to ship to only those countries you sell to or a subset of countries. You can also disable shipping and all shipping-related functionality.
Default Customer Location – choose the location we assume site visitors are in, before they enter it, to calculate tax and shipping.
Shop base address tells the system to assume they are in the same location as your shop.
No address gives them no location, so no taxes are calculated until they provide an address.
Geolocate address verifies where their current location and calculates taxes accordingly.
Geolocate with page caching support is the same as above, but does the geolocation via Ajax. You may notice your website URLs have a ?v=xxxxx appended to them. This is normal to prevent static caching of prices.
Enable Taxes – enable or disable taxes on your store. Disabling taxes hides the tax settings page.
Enable coupons – enable or disable coupons on your store. Coupons can be applied from the admin edit order screen (for unpaid orders), cart, and checkout pages.
Enable the use of coupon codes – select to enable the use of coupons in your store.
Calculate coupon discounts sequentially – changes the coupon calculation logic to apply coupons in sequence on top of one another, rather than basing them on the original product prices.
Options that affect how prices are displayed on the front end.
Currency – choose the default currency for the store. Only one may be selected.
Currency Position – choose the default currency position for prices: Left, Right, Left/Right with spaceThousand Separator – choose the symbol to use for the thousand separator: 1,000 or 1.000Decimal Separator – choose the symbol to use for the decimal separator: 100.00 or 100,00Number of Decimals – choose how many numbers to display to the right of the decimal when displaying prices: 100.00 or 100
In the General section are settings for Shop Pages, Measurements, and Reviews, allowing you to control checkout settings, select units of measurement, and enable/disable product reviews and ratings.
Go to: WooCommerce > Settings > Products > General.
Approved download directories are available as of WooCommerce 6.5.
Shop pages
Shop Page – select what page you want to be the default shop page. It doesn’t need to be the Shop page that WooCommerce installed, or can be skipped if you use another method to display products.
Add to cart behavior – determines what happens after a customer clicks the Add to Cart button.
Redirect to cart page after successful addition – Automatically takes the customer to the cart page upon adding a product.
Enable Ajax add to cart buttons on archives – Adds the ‘Add to Cart’ option to shop archive pages.
Placeholder Image – set a default placeholder image to appear on the front end when no other image is available. This could be your brand logo or an image of a signature product or service.
Measurements
Select a unit of measurement for products from the respective dropdowns for weight unit and dimensions unit.
Reviews
Enable Reviews – decide whether to turn on the product review system on who can leave reviews.
Enable product reviews
Show “verified owner” label on customer reviews – select whether to display if the reviewer bought the product
Reviews can only be left by “verified owners” – control if anyone can leave a review or only buyers
Edit your shop’s inventory options.
Go to: WooCommerce > Settings > Products > Inventory.
Choose whether to enable stock management. If selected, you have these options:
Manage stock
Enable stock management – Inventory for physical products is auto-managed. You enter quantity, and WooCommerce subtracts items as sales are made, displaying: Stock, Out of Stock or On Backorder. More info at: Stock Management Improvements.
Disable (box left unticked) – Inventory and status for physical products must be entered manually. You can still Enable Stock Management on a per-product level if desired. More info at: Managing Products.
Hold Stock (minutes) – Hold products (for unpaid orders) for X minutes. When limit is reached, the pending order is canceled. Leave blank to disable. Please note that this will work for orders in the “Pending payment” status, but not “On hold”.
Notifications
Enable low stock notifications
Enable out of stock notifications
Notification Recipient – Enter email address for notifications.
Low Stock Threshold – Number of products to trigger low stock notification
Out Of Stock Threshold – Number of products to trigger out of stock status.
Out Of Stock Visibility – Choose to hide out of stock items from catalog.
Stock Display Format
Always show stock – “12 in stock”
Only show stock when low – “Only 2 left in stock” vs. “In stock”
Never show amount
Note: by default “In Stock” will only be displayed if a product’s Track stock quantity option is enabled under the Inventory tab. The snippet below can be used to force the display of “In Stock” for products that are in stock, even if the quantity is not tracked.
Edit settings relevant to how your store handles downloadable products.
Go to: WooCommerce > Settings > Products > Downloadable products.
Go to: WooCommerce > Settings > Products > Downloadable products.
File Download Method
Controls how your store provides downloadable files to purchasers.
Force Downloads – Files are ‘forced’ to download via a PHP script. Files are not accessible to anyone but purchasers, and direct links are hidden.
X-Accel-Redirect/X-Sendfile – Similar to ‘forced’ above, but it has better performance and can support larger files. It requires that your hosting provider supports either X-Sendfile or X-Accel-Redirect, so you need to check with them first.
Redirect only – A download URL links the user to the file. Files are not protected from outside access.
Most stores should use one of the first two methods to keep files safe from outside access. Redirect should only be used if you encounter problems or don’t mind downloads being non-secure.
Access Restriction
Select if Downloads require login – Does not apply to guest purchases.
Grant access to downloadable products after payment – Enable to grant access to downloads when orders are Processing, rather than Completed.
Filename
Append a unique string to filename for security – adds additional randomness to the filename to prevent link sharing, but is not required if your download directory is protected.
Starting with WooCommerce 6.5 it will be possible to take advantage of a new feature called Approved Download Directories to help manage the storage of downloadable product files. Find a detailed overview of this new feature here.
Go to: WooCommerce > Settings > Products > Approved downloadable directories.
Settings related to how your store utilizes the attributes lookup table feature. For most users, the default settings are fine and will not need to be changed. Click here for technical details about this feature.
Go to: WooCommerce > Settings > Products > Advanced.
Go to: WooCommerce > Settings > Tax.
Taxes are very important and complex enough that we’ve written more about them in their own section of our docs. More at: WooCommerce Tax Settings.
The main shipping settings screen is for Shipping Zones. Think of a shipping zone as a geographic region where a certain set of shipping methods and their rates apply.
You can read about setting up shipping zones at: Setting up Shipping Zones
Shipping Destination
Ship to billing address or customer shipping address by default or only ship to the user’s billing address.
Debug Mode
Enable for troubleshooting purposes.
Go to: WooCommerce > Settings > Payments to control which payment gateways are enabled.
Installed gateways are listed and can be dragged and dropped to control the order in which they display to customers on the checkout.
Clicking the name of the payment gateway will take you directly to a screen to set up or adjust your settings.
Another way to configure settings is to select Set Up or Manage. You can also use the Enabled toggle to turn a gateway on or off:
If you try to enable a payment method that needs extra configuration, it will redirect you to the payment methods setup screen.
More information about:
Go to WooCommerce > Settings > Accounts and Privacy to control options relating to customer accounts and data retention.Guest Checkout
Allow customers to place orders without an account – Allows customers to check out without creating an account. Orders will not be tied to a user account in WordPress.
Allow customers to log into an existing account during checkout – This displays a login form and prompt on the checkout page if the customer is not already logged in.
Account Creation
Allow customers to create an account during checkout
Allow customers to create an account on the My account page
Automatically generate username from customer email – If this is disabled, there will be an input box for the user to create their own username.
Automatically generate customer password – If this is disabled, there will be an input box for the user to set their own password. Note that while the password strength notification will be displayed at Checkout, customers can choose any password so as to not limit conversions. On the My Account page, the password will need to meet certain complexity requirements (i.e. a combination of the number of characters and mixture of uppercase / lowercase / numeric / symbol characters).
Account erasure requests
Remove personal data from orders – WordPress 4.9 allows you to remove personal data on request. When doing this, if you enable this option, user data will also be removed from your orders if they belong to the user being erased.
Remove access to downloads – WordPress 4.9 allows you to remove personal data on request. When doing this, if you enable this option, download data will also be removed if it belongs to the user being erased. The erased user will no longer have access to any purchased downloads if this happens.
Personal data removal
Allow personal data to be removed in bulk from orders – Adds a new bulk action to remove personal data on the Orders page. Useful if you need to manually anonymize orders in bulk.
This section lets you select a page for your privacy policy, and display privacy policy snippets on your account and checkout pages shown to customers.
Privacy Page – Select a page to act as your privacy policy. Using [privacy_policy] will link to this page. Some themes also use this option to link to a privacy policy in other places, such as the footer. This feature was added in WordPress 4.9.
Registration privacy policy – Shown on the registration form on the My Account page. You should include information about your privacy policy, and link to your page privacy policy page for more information.
Checkout privacy policy – Shown on the checkout form. You should include information about your privacy policy, and link to your page privacy policy page for more information.
This section allows you decide how long to keep order data on your store. You should specify how long your site will retain data in your privacy policy; consider what makes sense for local laws such as the EU GDPR. These settings were added in WooCommerce 3.4.
For each option, enter a number and choose the duration from days, weeks, months, or years. Leaving these options blank will disable them.
Retain inactive accounts – Inactive accounts are accounts which have not logged in nor placed an order for the specified duration.
Retain pending orders – Pending orders are unpaid or abandoned and should not need to be fulfilled.
Retain failed orders – Failed orders are unpaid or abandoned and should not need to be fulfilled.
Retain cancelled orders – Cancelled orders were orders cancelled on purpose by either the admin or the customer, or timed out waiting for payment.
Retain completed orders – Completed orders were fulfilled in the past.
Personal Data Exporter
WordPress 4.9.6 has the ability to export personal data associated with an email address to an HTML file. WooCommerce adds to the generated export file, exporting the following data:
Customer address/account information
Orders associated with the given email address
Download permissions and logs associated with the given email address
To ensure requests are genuine, a confirmation email is sent to verify the request. The verification process:
Enter an email address or username.
User is notified via email with a confirmation link.
Confirmation link is used, and request is marked “confirmed.”
Email with link to download their personal data is sent to the user.
For each WooCommerce email listed, it’s possible to configure your settings (optional). More detailed instructions below in: Editing Individual Email Templates.
Set the ‘From’name and email address for the sender.
Email Templates
This section lets you customize WooCommerce emails.
Header Image
Enter the URL of an image you want to show in the email header. You can upload an image via the Add Media button or Media > Add New.
Email and Text
Base Color – Color for WooCommerce email templates.
Background Color – Background color for WooCommerce email templates.
Email Body Background Color – Main body background color.
Email Body Text Color – Main body text color.
For more advanced control, copy the woocommerce/templates/emails/ folder to yourchildtheme/woocommerce/emails/.
We recommend keeping customizations in a child theme, so changes are not overwritten when performing updates More at: How to set up and use a child theme.
In the list above in Email Notifications are these templates:
New order | Cancelled order | Failed order | Processing order | Completed order | Refunded order | Customer invoice | Customer note | Reset password | New account
Select Manage on the right side, and a new screen appears.
New order
Select options or enter preferences:
Enable/Disable
Enable this email notification.
Recipient(s)
Enter recipients (comma separated) for this email. Defaults to in**@wo*.com.
Subject
This controls the email subject line. Leave blank to use the default subject:
[{site_title}] New customer order ({order_number}) - {order_date}
Email Heading
This controls the main heading contained within the email notification. Leave blank to use the default heading.
Email type
Choose which format of email to send. Options include:
Plain Text
HTML
Multipart
If using Plain Text emails, keep in mind that text fields are limited to 155 characters. If your products have long names and/or numerous variations/add-ons, the field may be truncated.
HTML template
To override and edit this email template, copy woocommerce/templates/emails/admin-new-order.php to your theme folder: yourchildtheme/woocommerce/emails/admin-new-order.php. You can also copy the template file or view it on this setting screen.
Save any changes.
Completed order and Customer invoice / order details
The Completed order and Customer invoice/ Order details templates have slightly different settings from others.
Customer invoice/Order details cannot (and should not) be disabled.
Both templates have ‘Thanks’ fields that can be altered.
Pages need to be set so WooCommerce knows where to send users to perform certain actions:
Cart Page – This page shows items in your customers cart.
Checkout Page – This page is where your customer will enter their payment information and submit orders.
My Account page – This page is where registered customers will go to view their orders or update their account details.
Terms and Conditions – This page shows terms and conditions.
You need not use the pages WooCommerce installed, but you must have a page set for the Cart and Checkout pages. Otherwise your customers cannot buy and pay for your products. These pages are normally created and set when installing/setting up WooCommerce.
Terms and conditions
To use a Terms and Conditions page, create a new page for it at Pages > Add New, then select the page in the dropdown. When using the
shortcode the Terms and Conditions appear inline during checkout, and are displayed when the customer clicks the “Terms & Conditions” link. Then the customer can scroll through content and tick the checkbox to accept.
On the Block version of the Checkout, shoppers will see a message saying: “By proceeding with your purchase you agree to our Terms and Conditions and Privacy Policy” with links to the respective pages if they’ve been set. You can edit this message to fit your needs in the block editor.
Checkout Endpoints
Endpoints are appended to page URLs to handle specific actions during the checkout process. They should be unique. Learn more about WooCommerce endpoints.
My Account Endpoints
Endpoints are appended to your page URLs to handle specific actions on the accounts pages. They should be unique.
Go to: WooCommerce > Settings > Advanced > REST API. Here you can create API keys to work with the WooCommerce REST API. More info at: Generate API Keys.
This API is for developers to use. You can enable it to access store data from outside WordPress, e.g., Our iOS app or other external apps. More information at: WooCommerce REST API.
