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Setting up WordPress Site, WooCommerce, and Plugins

Guide to setting up your WordPress website and installing the theme, WooCommerce, and recommended plugins.

htuteja@flourishsoftware.com
Updated by htuteja@flourishsoftware.com

Welcome to the guide on setting up your WordPress website, installing WooCommerce, and configuring your online store with our recommended theme. By following these guidelines, you'll be able to create a professional-looking website, seamlessly integrate powerful e-commerce functionality, and customize your store to align with your brand identity.

Hosting

You'll need a server to host the site. The Flourish team can deploy and host a server with WordPress and WooCommerce installed on it. We'll set the site up with our standard Theme and recommended plugins. If you wish to do this yourself, please review this guide for general guidance.

Domain Setup

In general, we will configure the WooCommerce site as a subdomain to a domain that you already own. The exact steps depend on where you host the site. If Flourish is hosting the site for you, please coordinate with the Flourish team for specific instructions.

Setting Up Your WordPress Site:

  1. Install WordPress:
    • Log in to your hosting account's control panel (cPanel).
    • Look for the WordPress installer, often found under the "Website" or "WordPress" section.
    • Follow the prompts to install WordPress on your domain.
    • Create a username and password for your WordPress admin account during the installation process.
  2. Access Your WordPress Dashboard:
    • Once WordPress is installed, access your website's dashboard by navigating to yourdomain.com/wp-admin.
    • Log in using the username and password you created during the installation process.

Installing WooCommerce:

  1. Install WooCommerce Plugin:
    • In your WordPress dashboard, navigate to "Plugins" > "Add New."
    • Search for "WooCommerce" using the search bar.
    • Click "Install Now" next to the WooCommerce plugin.
    • After installation, click "Activate" to enable the plugin on your website.
  2. Complete WooCommerce Setup Wizard:
    • Upon activating WooCommerce, you'll be prompted to run the setup wizard.
    • Follow the wizard's steps to configure essential settings such as store location, currency, shipping options, payment gateways, and tax settings.
    • Once completed, WooCommerce will automatically create necessary pages (shop, cart, checkout, etc.).
  3. Setting up the Checkout Page *REQUIRED

You will need to set the required fields during checkout (Company Name, License Number for B2B and DOB for B2C). The exact steps depend on the theme installed. For example:

  • Go to Appearance > Checkout on the side nav bar
  • Click WooCommerce > Checkout
  • Make the Company Name Field required

Theme

Please contact Flourish for guidance on installing a pre-built theme. You can use any theme you desire or even create one from scratch. A Theme is the code that controls the look and feel of the site. WordPress and WooCommerce are open-source technologies, and there are thousands of options to choose from here.

Plugins

WordPress works through a collection of plugins. In fact, WooCommerce is just a plugin.

Flourish Plugin

  1. Navigate to the Release Page and download the .zip file.
    1. Select "Tags" to find the latest version.
  2. Go to: WordPress Admin > Plugins > Add New to upload.
  3. Click Upload Plugin at the top.
  4. Click Choose File and select the .zip file you downloaded in step 2.
  5. Select Choose.
  6. Click Install Now.
  7. Click Activate.

Once the Flourish plugin is installed and activated on your WordPress site, you can access it through the “Settings” tab in the left navigation bar.

WooCommerce
Updating the Plugin

When we release an update, you can download the latest .zip from the Release Page. Follow the same Procedure as above to upload the new .zip file. Instead of installing, WooCommerce will prompt you to upgrade.

The next step will be to configure the Flourish plugin and the site.

Age Gate

Age Gate Plugin: To restrict access based on age, consider installing the "Age Gate" plugin.

Password Protection

  • Password Protect WordPress Lite. You can also use this plugin to restrict site content access.
  • Flourish WooCommerce Lock Plugin. This plugin restricts access to WooCommerce pages for users who are not logged in and redirects them to the login page. It also modifies Elementor widget content for non-logged users.
    This setting in the Age Gate plugin should be enabled to work correctly on the first load. This lock is not guaranteed to work with other age gate plugins or other page builders, but it will work for Elementor, blocks, and regular WP sites.

Steps to activate this plugin:

Add New Plugin.

Upload Plugin.

  1. Download the Flourish WooCommerce Lock.
  2. Go to your WordPress Site.
  3. Click on Plugins.
  4. Click Add New Plugin.
  5. Click Upload Plugin and follow the prompts to select the zip file.

Add New Plugin

How did we do?

Flourish WooCommerce Wholesale Configuration Guide

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