Magento Community Edition 2.0 User Guide

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Magento
Community Edition

User Guide

Version 2.0

Contents
GETTING STARTED

Introduction

CHAPTER 1: Welcome

Resources

Join the Conversation!

CHAPTER 2: About this Release
System Requirements

Installation

Prelaunch Checklist

Your Login Credentials

For Your Records

CHAPTER 3: Your Magento Account

Creating a Magento Account

Sharing Your Account

CHAPTER 4: Quick Tour

The Path to Purchase

Home Page

Catalog Page

Search Results

Product Page

Shopping Cart

Customer Journey

Attract New Customers
ii

42
Copyright © 2016 Magento, Inc. All rights reserved.

Contents

Engage Your Customers

Moment of Purchase

Increase Average Order Value

Customer Retention

Loyalty & Advocacy

Success!

Basic Configuration

CHAPTER 5: Store Admin

Admin Sign In

Your Admin Account

Admin Sidebar

Admin Workspace

Dashboard

Message Inbox

Global Search

Grid Controls

Grid Layout

Actions Control

CHAPTER 6: Store Details

Store Information

Locale Options

State Options

Country Options

Merchant Location

Currency

Store Email Addresses

CHAPTER 7: Storefront Branding

Uploading Your Logo

Adding a Favicon

Magento Community Edition 2.0 User Guide

iii

Contents

Store Demo Notice

Changing the Welcome Message

CHAPTER 8: Websites, Stores & Views
Configuration Scope

102

Single Store Mode

104

CHAPTER 9: Industry Compliance

105

PCI Compliance Guidelines

106

107

Cookie Law Compliance

108

Cookie Restriction Mode

109

Cookie Reference

111

PRODUCTS
CHAPTER 10: Products Menu
Catalog Workspace
Product Scope
CHAPTER 11: Creating Products
Catalog URLs

101

113
115
117
120
123
124

Dynamic URL

124

Static URL

124

URL Key

124

HTML Suffix

125

Category Path

125

Product Workspace

127

Attribute Set

127

Online Status

128

Expand/Collapse

128

Save Menu

129

Magento Community Edition 2.0 User Guide

Contents

Default Field Values

130

Product Types

132

Simple Product

134

Configurable Product

139

Adding Configurations

144

Grouped Product

152

Virtual Product

159

Bundle Product

164

Customizing the Bundle
Downloadable Product

165
174

Download Options

182

CHAPTER 12: Basic Settings

185

Product Details

186

Images and Video

189

Media Gallery

194

Image Zoom

195

Light Boxes and Sliders

195

Adding Product Video

196

Placeholders

199

Watermarks

200

Swatches

203

Text-Based Swatches

203

Swatches in Layered Navigation

204

Creating Swatches

205

Search Engine Optimization

210

Websites

212

CHAPTER 13: Advanced Settings

213

Advanced Pricing

214

Group Price

217

Special Price

218

Tier Price

219

Magento Community Edition 2.0 User Guide

Contents

Minimum Advertised Price
MAP Logic

221

Configuring MAP

223

Advanced Inventory

227

Stock Options

232

Product Stock Options

234

Stock Message Scenarios

236

Product Page Stock Messages
Product Page Stock Messages
Catalog Page Stock Messages

236
236
238

Catalog Page Stock Messages

238

Product Alerts

240

Product Alert Run Settings

242

Custom Options

243

Related Products

246

Up-sells

247

Cross-sells

248

Design

250

Autosettings

252

Product Reviews

254

CHAPTER 14: Categories
Creating Categories

257
259

Modifying Categories

262

Root Categories

263

Hidden Categories

266

General Information

267

Display Settings

270

Custom Design

272

Category Products

274

CHAPTER 15: Using Product Attributes
Adding an Attribute

221

275
276

Magento Community Edition 2.0 User Guide

Contents

Attribute Input Types
Date & Time Options

MARKETING

282
284

287

CHAPTER 16: Marketing Menu

289

CHAPTER 17: Shopping Tools

291

Opportunities to Engage

292

Email a Friend

293

Wish List

296

Configuring the Wish List

297

Sharing a Wish List

298

Product Relationships

300

Compare Products

301

Related Products

Magento Community Edition 2.0 User Guide

CHAPTER 4: Quick Tour

The Path to Purchase

Product Page

Magento Community Edition 2.0 User Guide

The Path to Purchase

CHAPTER 4: Quick Tour

Shopping Cart
The cart is where order total can be determined, along with discount coupons and estimated
shipping and tax, and is a great place to display your trust badges and seals. It’s also an ideal
opportunity to offer one last item. As a cross-sell, you can select certain items to be offered as
an impulse purchase whenever a specific item appears in the cart.
Callouts

One Item in Cart

Change the Quantity

Estimate Shipping & Tax

Go to Checkout

Edit Line Item

Update the Cart

Checkout with Multiple Addresses

Use a Coupon

Cross-sells

Special Price

Magento Community Edition 2.0 User Guide

CHAPTER 4: Quick Tour

The Path to Purchase

Shopping Cart Page

Magento Community Edition 2.0 User Guide

Customer Journey

CHAPTER 4: Quick Tour

Customer Journey
Attract New Customers
Magento Community Edition 2.0 includes SEO
functionality out of the box. Improve your search ranking
and attract the most visitors to your site.

Engage Your Customers
Design your site with prepared templates, or create a
custom design with features that invite people to interact
with your store.

Increase AOV
Increase average order value with promotions and
content that encourage your customers to shop more.

Magento Community Edition 2.0 User Guide

CHAPTER 4: Quick Tour

Customer Journey

Moment of Purchase
Give your customers a faster and easier way to check
out. Calculate shipping and taxes automatically, and
integrate multiple payment methods on a single page.

Customer Retention
Create and manage newsletters and promotions to keep
your customers coming back for more.

Loyalty & Advocacy
Encourage customers to write product reviews, create
wish lists, and send email about products to their friends.
This will strengthen your relationship with your
customers, who in return, will speak positively of your
business to friends and family.

Magento Community Edition 2.0 User Guide

Customer Journey

CHAPTER 4: Quick Tour

Attract New Customers
Magento Community Edition 2.0 is packed with features that make it easy to create a “search
engine friendly” websites and increase the likelihood of bringing the right customers to your
site.

Search Engine Optimization
Magento offers powerful, native capabilities to streamline Search Engine Optimization (SEO)
practices for content and site exposure that are integrated with the Admin, and tied directly into the
user experience.

Custom URLs
Custom URLs are short, clean, and easy to remember. You can also autogenerate search-friendly
URLs to streamline your purchase path.

Meta Data
Improve your search engine rankings by choosing specific criteria that helps search engines to find
and index your products more easily. Meta data can be entered for product, category, and content
pages.

Sitemap
Link to a sitemap from the footer of your store to give customers an overview of the catalog structure,
with links to all categories and products in the store. Easy integration with Google Sitemap.

Analytics
In addition to monitoring your site from the Admin dashboard, you can integrate third-party analytics
tools such as Google Analytics, for detailed statistics on traffic and sales.

Magento Community Edition 2.0 User Guide

CHAPTER 4: Quick Tour

Customer Journey

Engage Your Customers
Magento Community Edition 2.0 makes it easy to create a customized, engaging site
experience. Encourage your customers to spend more time exploring your site, and give them
the tools to make it easy to find what they want faster.

Content Management
Magento’s CMS makes it easy to store pages, or parts of
pages, that you can use in your store. It’s so intuitive that
someone without a technology background can create
and manage site content.

Design & Theme
Control the visual elements of your store with a collection
of templates and skin files. You can apply these visual
elements to all pages in your store, giving your store a
cohesive look and feel.

Multiple Stores, Sites & Views
Control the look and feel of multiple sites, introduce new
market and languages, and track analytics from a single
Admin.

Multiple Devices
Magento’s powerful features make it easy to create
storefronts optimized for iPhone, Android, and Mobile
Opera browsers to help you engage consumers with
mobile commerce now, and into the future.

Magento Community Edition 2.0 User Guide

Customer Journey

CHAPTER 4: Quick Tour

Shopping Tools
Your store includes a set of shopping tools that create
opportunities for your customers to interact with your
store, connect on social media, and share with friends.

Sophisticated Search
Filter product by price, manufacturer, or any other criteria
to reduce the time to purchase.

Magento Community Edition 2.0 User Guide

CHAPTER 4: Quick Tour

Customer Journey

Moment of Purchase
Now that you’ve given your customer an engaging shopping experience, make it easy for them
to complete their purchases. Magento is designed to help you streamline your checkout process
experience while boosting conversion rates.

Order Processing
Magento supports a complete order processing workflow. It's easy to customize order statuses and
track communications between sales reps and customers.

Shipping Labels
Merchants have complete control over package characteristics such as weight and size. Shipping
labels, rate, and bar code information originates directly from the carrier. Labels can be generated for
single or multiple orders.

Multiple Shipping Options
Magento supports a variety of shipping methods so you can give your customers a choice at
checkout. Customers can see a real-time estimate of shipping charges right from the shopping cart.

Multiple Payment Options
Magento Community Edition 2.0 supports the payment methods and currencies needed for global
commerce. You can choose the ones you want to offer, and at checkout, your customers can choose
the ones they prefer.

PayPal Merchant Solutions
It's easy to integrate a PayPal Payments account to provide your customers faster, more secure
checkout options.

Shopping Assistance
Assisted shopping makes it easy for customer service reps to create orders for customers.

Security
Whether an order is fulfilled online or over the phone, Magento provides sophisticated security,
including CAPTCHA and SSL encryption, with best-in-breed encryption and hashing algorithms to
protect the security of the system.

Magento Community Edition 2.0 User Guide

Customer Journey

CHAPTER 4: Quick Tour

Increase Average Order Value
Magento Community Edition 2.0 provides a range of tools to help you tailor the shopping
experience, and encourage your customers to put more items in their shopping carts and spend
more money.

Promotions
Use catalog and shopping cart price rules to create promotions that kick into gear when a set of
conditions is met.

Coupons
Create limited-time offers and coupons that customers can scan with their phone and apply to a
purchase.

Product Suggestions
Another way to increase AOV is to offer suggestions for related products and opportunities to up-sell
and cross-sell at strategic points along the path to conversion.

User Permissions & Roles
Restrict access to data in the Admin on a “need to know” basis. Create multiple admin roles for readonly or and editing privileges. Track and review all activity at a granular level to specific stores and
websites.

Full-Page Caching
Enhance performance by caching primary pages. Caching pages improves server response times,
reduces load, and increases sustainable traffic.
You can use tags to define which components to cache, so only relevant pages are cached as
updates take place. It also has the ability to identify and differentiate visitors from shoppers.

Magento Community Edition 2.0 User Guide

CHAPTER 4: Quick Tour

Customer Journey

Customer Retention
Magento makes it easy for you to get repeat business and build brand loyalty. Magento gives
you total control and flexibility over creating and revising goodies like rewards programs,
custom coupons and automated emails to keep your customers coming back again and again.

Custom Coupons
Create coupons codes for social media, email, or print
campaigns. You can incorporate coupon codes into any
design you like.

Newsletters
Stay in touch with current customers who’ve opted to
receive newsletters. You can create as many newsletter
templates as you want.

RSS Feed
When RSS feeds are enabled, any additions to products,
specials, categories, and coupons are automatically sent
to the subscribers of each feed. A link to all RSS feeds
that you publish is in the footer of your store.

Magento Community Edition 2.0 User Guide

Customer Journey

CHAPTER 4: Quick Tour

Loyalty & Advocacy
Give customers a direct connection to your brand by allowing them to create customer accounts
where they can see their purchase history, wishlist, and newsletter subscriptions. Use product
ratings and reviews to give new customers objective product opinions and promote a sense of
community. These features turn customer satisfaction into one of the most powerful and costefficient marketing tools at your disposal.

Dashboard Snapshots
Knowing what’s of interest on your site is crucial to maximize your marketing budget. Use this
information to determine what you should cross- and up-sell to loyal customers, or which products to
put on sale.

Customer Accounts
Opening as account provides customers with a personalized shopping experience that they can share
with their friends. Customers can save their shopping preferences, and manage their own store billing
and shipping information.

Advocacy Tools
Customers who share their wishlists with family and friends make a powerful endorsement of your
brand. Customers create these personalized lists from products they choose. When shared by email
or RSS feed, these simple lists become powerful advocacy tools.

Reviews & Ratings
Product reviews give your customers a way to engage with your brand while fostering a sense of
community. You can curate your reviews with tools to help you edit and approve comments for
inappropriate content before they go live.

Magento Community Edition 2.0 User Guide

CHAPTER 4: Quick Tour

Customer Journey

Success!
Opening your Magento store for business requires the following areas of consideration. While
there are virtually any number of customizations you can make to the storefront and Admin,
you can use each link in this is list as a place to start.

Implementation
If you need help setting up your store, you can choose
from our vast network of Magento Solutions Partners.

Design
You can use a prepared theme and design your own
home page, or work with an experienced Magento
designer or Magento Associate to customize your site.

Product Catalog
Configure products, create categories, import existing
product catalogs, and leverage APIs or third-party data
management solutions.

Payment Methods
Magento supports a wide variety of payment methods,
services, and gateways that you can offer for your
customers’ convenience.

Magento Community Edition 2.0 User Guide

Customer Journey

CHAPTER 4: Quick Tour

Shipping Methods
Magento shipping methods are easy to set up and give
you the ability to connect with carriers who can ship your
products all over the world.

Taxes
Manage your taxes with our native tools, or add thirdparty extensions from Magento Marketplace.

Thanks for your order!
Magento can help you to build relationships with your
customers, and bring them back to your store, again and
again.

Magento Community Edition 2.0 User Guide

Basic Configuration
This section of the guide introduces your store's
Admin, and walks you through the basic
configuration settings. You’ll learn the concepts of
store hierarchy and configuration scope, and
establish best practices for industry standards and
requirements.

Magento Community Edition 2.0 User Guide

Contents

Store Admin
Your Admin Account
Admin Sidebar
Admin Workspace

Dashboard
Message InBox
Global Search
Grid Controls
Actions Control
Store Details

Store Information
Locale Options
State Options
Country Options
Merchant Location
Currency
Store Email Addresses
Contact Us
Storefront Branding

Uploading Your Logo
Uploading a Favicon
Welcome Message
Store Demo Notice
Copyright Notice
Websites, Stores & Views

Configuration Scope
Single Store Mode
Industry Compliance

PCI Compliance
Privacy Policy
Cookie Law Compliance
Cookie Restriction Mode
Cookie Reference

Magento Community Edition 2.0 User Guide

CHAPTER 5:

Store Admin
Your store Admin is the password-protected back office where you can set up products,
promotions, manage orders, and perform other administrative tasks. All basic
configuration tasks and store management operations are performed from the Admin.
Your initial sign-in credentials were set up during the Magento installation. If you forget
your password, a temporary password can be sent to the email address that is associated
with the account. For increased security, you can configure your store to require a casesensitive user name and password. For additional security, the Admin login can be
configured to require a CAPTCHA. To learn more, see: Configuring Admin Security.
l

Admin Sign In

Your Admin Account

Admin Sidebar

Admin Workspace

Magento Community Edition 2.0 User Guide

Admin Sign In

CHAPTER 5: Store Admin

Admin Sign In
The first thing you will learn is how to sign in and out of the Admin, and to reset your
password. All of the instructions in the rest of this guide are written for a user with full
administrative privileges, and begin with the assumption that you are logged in to the Admin.
To learn more about Admin users and roles, see: Permissions

Admin Sign In

To sign in to the Admin:
1.

In the address bar of your browser, enter the URL that was specified during the installation,
followed by the base URL of your store’s Admin. The default Admin URLs look something like
this:
http://www.yourdomain.com/admin

You can bookmark the page, or save a shortcut on your desktop for easy access.

Enter your Admin User Name and Password.

Tap Login .

Magento Community Edition 2.0 User Guide

CHAPTER 5: Store Admin

Admin Sign In

To reset your password:
1.

If you forget your password, click the Forgot Your Password? link.

Forgot Password
2.

Enter the Email Address that is associated with the Admin account.

Tap Retrieve Password .
If there is an account associated with the email address, an email will be sent to reset your
password.

To sign out of the Admin:
In the upper-right corner, tap the Account

icon. Then on the menu, choose Sign Out.

Sign Out
The Sign-In page returns, with a message that you are logged out. It’s always a good idea to
sign out of the Admin whenever you leave your computer unattended.

Magento Community Edition 2.0 User Guide

Your Admin Account

CHAPTER 5: Store Admin

Your Admin Account
Your Admin account was initially set up during the installation, and might contain placeholder
information. You can personalize your user name and password, and update your first and last
name, and email address at any time. To learn more about Admin accounts and roles, see:
Permissions.

To edit your account information:
1.

In the upper-right corner, tap the Account

icon. Then, choose Account Setting.

Make any changes necessary changes to your account information. If you change your login
credentials, make sure to write them down.

When complete, tap Save Account .

Account Information

Magento Community Edition 2.0 User Guide

CHAPTER 5: Store Admin

Admin Sidebar

Admin Sidebar
The sidebar on the left is the main menu for your store’s Admin, and is designed for both
desktop and mobile devices. The flyout menu provides access to all the tools you need to
manage your store on a daily basis.

Dashboard
The Dashboard provides a quick overview of the sales
and customer activity in your store, and is usually the
first page that appears when you log in to the Admin.

Sales
The Sales menu is where you can find everything related
to the operations of processing orders, invoices,
shipments, credit memos, and transactions.

Products
The Products menu controls everything related to your
product catalog and inventory.

Customers
The Customers menu is where you can manage
customer accounts, and see which customers are online
at the moment.

Magento Community Edition 2.0 User Guide

Admin Sidebar

CHAPTER 5: Store Admin

Marketing
The Marketing menu is where you set up catalog and
shopping cart price rules and coupons. Price rules trigger
actions when a set of specific conditions is met.

Content
The Content menu is where you manage the content
elements and design of your store. You will learn how to
create pages, blocks, and frontend apps, and manage the
presentation of your store.

Reports
The Reports menu provides a broad selection of reports
that give you insight into every aspect of your store,
including sales, shopping cart, products, customers,
tags, reviews, and search terms.

Stores
The Store menu includes tools to configure and maintain
every aspect of your store.

Magento Community Edition 2.0 User Guide

CHAPTER 5: Store Admin

Admin Sidebar

System
The System menu includes tools install extensions and
manage Web Services for integration with other
applications.

Find Partners & Extensions
This is where you can find a marketplace Magento
Partners and solutions for your store.

Magento Community Edition 2.0 User Guide

Admin Workspace

CHAPTER 5: Store Admin

Admin Workspace
The Admin workspace provides access to all the tools, data, and content that you need to run
your store. The main pages have a grid that lists the data for the section, with a set of tools to
search, sort, filter, select, and apply actions.

Admin Workspace

Workspace Controls
CONTROL
Search

DESCRIPTION
The Global Search box can be used to find any value in the database,
including product, customer, and order records.

Sort

The header of each column can be used to sort the list in ascending or
descending order.

Filter

The filters in the header of each column can be used to limit the list to specific
values. Some filters have additional options that can be selected from a list
box, and for others, you can simply type the value you want to find.

Paginate

The pagination controls are used to view the additional pages of results.

Actions

The Actions control applies an operation to all selected records. To select a
record, mark the checkbox in the first column, or use the Mass Actions
control to select multiple records.

Mass Actions

The Mass Actions control is used to select multiple records to be the target of
action. Options: Select All / Unselect All, Select Visible / Unselect Visible

Magento Community Edition 2.0 User Guide

CHAPTER 5: Store Admin

Admin Workspace

Dashboard
The dashboard is usually the first page that appears when you log in to the Admin, and gives
an overview of sales and customer activity. The blocks on the left provide a snapshot of lifetime
sales, average order amount, the last five orders, and search terms. The graph shows the orders
and amounts for the selected date range. You can use the tabs above the graph to toggle
between the two views. The tabs at the bottom provide quick reports about your best-selling
and most viewed products, new customers and those who have purchased the most.
The dashboard is the default startup page for the Admin, although you can change the
configuration to display a different page when you log in. You can also set the starting dates
used in dashboard reports, and disable the display of the charts section.
You can produce Dashboard snapshot reports for each store view. The tabs at the bottom of the
page summarize your best-selling and most viewed products, new customers, and those who
have purchased the most during the time period specified.

Dashboard

Magento Community Edition 2.0 User Guide

Admin Workspace

CHAPTER 5: Store Admin

To configure the chart:
1.

On the Admin sidebar, tap Stores. Under Settings, choose Configuration. Then, do any of the
following:

Enable Charts
1.

In the panel on the left, under Advanced, choose Admin.

In the Dashboard section, set Enable Charts to “Yes.”

Dashboard

Set the Beginning Dates
1.

In the panel on the left under General, choose Reports.

In the Dashboard section do the following:
a.

Set Year-To-Date Starts to the Month and Day.

Set Current Month Starts to the Day.

Dashboard

Magento Community Edition 2.0 User Guide

CHAPTER 5: Store Admin

Admin Workspace

Choose the Data Source
If you have a lot of data to process, the performance of the Dashboard can be improved by
turning off the display of real time data.
1.

In the panel on the left, tap to expand Sales. Then, choose Sales.

Tap to expand the Dashboard section, and do the following:

For real-time data, set Use Aggregated Data (beta) to “Yes.”

For historical data, set Use Aggregated Data (beta) to “No.”

Dashboard

Change the Startup Page
1.

In the panel on the left, tap to expand Advanced. Then, choose Admin.

Tap to expand the Startup Page section.

Choose the Startup Page that you want to appear when you log in to the Admin. The list
includes every page in the Admin menu structure.

Startup Page
2.

When complete, tap Save Config .

Magento Community Edition 2.0 User Guide

Admin Workspace

CHAPTER 5: Store Admin

Dashboard Reports
REPORT
Sales

DESCRIPTION
The Dashboard reports on Lifetime Sales, Revenue, Tax, Shipping,
and Quantity for the time period specified.

Orders

The Orders tab at the top displays a chart of all orders during the
specified time period. Below the chart is the total revenue, tax,
shipping, and quantity ordered. The lifetime sales amount and the last
five orders are on the left.

Amounts

The Amounts tab at the top displays a chart of all order amounts
during the specified time period. The average order amount and the
last five orders are on the left.

Search Terms

The last five search terms, and top five search terms appear on the
left.

Products

The Bestsellers tab shows the price and quantity ordered of your
best-selling products. The products that have been viewed the most
during the specified time period are listed on the Most Viewed
Products tab.

Customers

The Customers tab at the bottom lists the customers who have
ordered the most during the specified range of time. The New
Customers tab lists all new customers who have registered for an
account during the time period. On the left, the Last Orders section
lists the most recent orders by customer.

Magento Community Edition 2.0 User Guide

CHAPTER 5: Store Admin

Admin Workspace

Message Inbox
Your store has an inbox for the messages received from Magento. The messages are rated by
importance, and might refer to system updates, patches, new releases, scheduled maintenance,
upcoming events, and more. Any message that is considered to be of major importance appears
in a pop-up window when you log into your store. You can manage the messages in your inbox
as you manage your email. Check it often to receive notice of important system updates and
news from Magento.
The notification configuration determines how often your message inbox is updated. If your
store Admin has a secure URL, you must set the notifications to be delivered over HTTPS.

Incoming Message

Magento Community Edition 2.0 User Guide

Admin Workspace

CHAPTER 5: Store Admin

To manage incoming messages:
1.

When the Incoming Messages box appears, do one of the following:
l

Tap Read Details for more information.

Tap the Close box to remove the popup and continue.

A Latest Message notice also appears to the left, just below the header of your store. As with
the popup box, you can tap Read Details for more information.
2.

To read your messages, tap Go to messages inbox.
The messages in your inbox are marked by severity, with the most recent at the top.

Notifications
3.

After reading a message, do any of the following in the Actions column:
l

For more information, tap Read Details.

To keep the message, tap Mark As Read.

To delete the message from your inbox, tap Remove.

Magento Community Edition 2.0 User Guide

CHAPTER 5: Store Admin

Admin Workspace

To apply an action to multiple messages:
1.

On the Admin sidebar, tap System. Then under Other Settings, choose Notifications.

In your message inbox, do one of the following:

Mark the checkbox at the beginning of each message you want to manage.

Choose one of the group selection options above the list to select multiple messages.

When the messages that you want to manage are selected, set Actions to one of the following:
l

Mark as Read

Remove

Tap Submit to complete the process.

Mark as Read

Magento Community Edition 2.0 User Guide

Admin Workspace

CHAPTER 5: Store Admin

To configure notifications:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

Scroll down, and in the panel on the left under Advanced, choose System.

Expand

the Notifications section, and do the following:

If your store Admin runs over a secure URL, set Use HTTPS to Get Feed to “Yes.”

Set Update Frequency to determine how often your inbox is updated. The interval can be
from one to twenty-four hours.

Notifications
4.

When complete, tap Save Config .

Magento Community Edition 2.0 User Guide

CHAPTER 5: Store Admin

Admin Workspace

Global Search
The spy glass at the top of the Admin can be used to find any record in the database. The
results can include customers, products, orders, or any related attribute. For example, if you
enter a customer name, the results might include the customer record as well as any orders
that are associated with the name.

To find a close match:
1.

In the header, tap the spy glass
what you want to find.

to open the search box. Then, enter the first few letters of

In the search results, click any item to open the record.

To find an exact match:
1.

In the header, tap the spy glass to open the search box. Then, enter the full word, such as a
customer name, product name or SKU, that you want to find.

In the search results, click any item to open the record.

Magento Community Edition 2.0 User Guide

Admin Workspace

CHAPTER 5: Store Admin

Grid Controls
Admin pages that manage data display a collection of records in a grid. The controls at the top
of each column can be used to sort the data. The current sort order is indicated by an ascending
or descending arrow in the column header. You can specify which columns appear in the grid,
and drag them into different positions. You can also save different column arrangements as
views that can be used later. The Action column lists operations that can be applied to an
individual record. The data from the current view can be exported to a CSV or XML file.

Orders Grid

To sort the list:
1.

Tap any column header. The arrow indicates the current order as either ascending or
descending.

Use the pagination controls to view additional pages in the collection.

To paginate the list:
1.

Set the Pagination control to the number of records that you want to view per page.

Tap Next and Previous to page through the list, or enter a specific Page Number.

Next and Previous

Magento Community Edition 2.0 User Guide

CHAPTER 5: Store Admin

Admin Workspace

To filter the list:
1.

Tap Filters.

Complete as many filters as necessary to describe the record you want to find.

Tap Apply Filters.

Filter Controls

Magento Community Edition 2.0 User Guide

Admin Workspace

CHAPTER 5: Store Admin

Grid Layout
The selection of columns and their order in the grid can be changed according to your
preference. The new layout can be saved as a grid “view.” By default, only nine of twenty
available columns are included in the grid.

To change the selection of columns:
1.

In the upper-right corner, tap the Columns

control. Then, do the following:

Mark the checkbox of any column you want to add to the grid.

Clear the checkbox of any column you want to remove from the grid.

Make sure to scroll down to see all available columns.

To move a column:
1.

Tap the header of the column, and hold.

Drag the column to the new position, and release.

To move a row:
1.

Tap the row and hold.

Drag the row to the new position, and release.

To save a grid view:
control. Then, tap Save Current View.

Tap the View

Enter a name for the view. Then, click the arrow

to save all changes.

The name of the view now appears as the current view.

To change the view:
Tap the View

control. Then, do one of the following:

To use a different view, tap the name of the view.

To change the name of a view, tap the Edit

icon. Then, update the name.

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CHAPTER 5: Store Admin

Admin Workspace

Actions Control
When working with a collection of records in the grid, you can use the Actions control to apply
an operation to one or more records. The Actions control lists each operation that is available
for the specific type of data. For example, for product records, you can use the Actions control
to update the attributes of selected products, change the status from “Disabled” to “Enabled,”
or to delete records from the database. .
You can make as many changes as necessary, and then update the records in a single step. It’s
much more efficient than changing the settings individually for each product.
The selection of available actions varies by list, and additional options might appear,
depending on the action selected. For example, when changing the status of a group of records,
a Status box appears next to the Actions control with additional options.

Applying an Action to Selected Records

Step 1: Select Records
The checkbox in the first column of the list identifies each record that is a target for the action.
The filter controls can be used to narrow the list to the records you want to target for the
action.
1.

Mark the checkbox of each record that is a target for the action. Or, use one of the following
Mass Actions to select a group of records:
l

Select All / Unselect All

Select Visible / Unselect Visible

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Admin Workspace

CHAPTER 5: Store Admin

If needed, set the filters at the top of each column to show only the records that you want to
include.

In the first column, set the checkbox state to one of the following:
Any

Lists all records, regardless of filter settings.

Yes

List only records that match the filter settings.

List only records that do not match the filter settings.

Step 2: Apply an Action to Selected Records
1.

Set the Actions control to the operation that you want to apply.

Example: Update Attributes
1.

In the list, mark the checkbox of each record to be updated.

Set the Actions control to “Update Attributes,” and tap Submit .

The Update Attributes page lists all the available attributes, organized by group in the panel
on the left.

Update Attributes

Mark the Change checkbox next to each attribute, and make the necessary changes.

Tap Save to update the attributes for the group of selected records.

When complete, tap Submit .

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CHAPTER 5: Store Admin

Admin Workspace

Mass Actions
ACTION

DESCRIPTION

Select All

Marks the checkbox of all records in the list.

Unselect All

Clears the checkbox of all records in the list.

Select Visible

Marks the checkbox of records on the current page.

Unselect Visible

Clears the checkbox of records on the current page.

Checkbox States
STATE

DESCRIPTION

Any

Lists all records, regardless of checkbox status.

Yes

Lists only records with the checkbox selected.

Lists only records without the checkbox selected.

Magento Community Edition 2.0 User Guide

Notes

Magento Community Edition 2.0 User Guide

CHAPTER 6:

Store Details
The basic information for your store includes the store name and address, telephone
number and email address, that appear on email messages, invoices, and other
communications sent to your customers.

General Configuration

Magento Community Edition 2.0 User Guide

Store Information

CHAPTER 6: Store Details

Store Information
The Store Information section provides the basic information that appears on sales documents
and in other communications.

Store Information

Magento Community Edition 2.0 User Guide

CHAPTER 6: Store Details

Store Information

To enter your store information:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under General, choose General.

Expand

the Store Information section, and do the following:

Enter the Store Name that you want to use in all communications.

Enter the Store Phone Number, formatted as you want it to appear.

In the Store Hours of Operation field, enter the hours your store is open for business. For
example: Mon - Fri, 9-5, Sat 9-noon PST

Select the Country where your business is located.

Select the Region/State with the country.

Enter the Store Address. If the address is long, continue the address on Store Address
Line 2.

If applicable, enter the VAT Number of your store. To verify the number, click the Validate
VAT Number button.

When complete, tap Save Config .

Magento Community Edition 2.0 User Guide

Locale Options

CHAPTER 6: Store Details

Locale Options
The locale determines the language, country, tax rate, and other settings that are used
throughout the store. The Locale Options determine the time zone and language used for each
store, and identify the days of the work week in your area.

Locale Options

To set the store locale:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under General, choose General.

Expand

Select your Timezone from the list. Then, do the following:

the Locale Options section.

Set Locale to the store language.

Set Weight Unit to the unit of measurement that is typically used for shipments from your
locale.

Set First Day of the Week to the day that is considered to be the first day of the week in
your area.

In the Weekend Days list, select the days which fall on a weekend in your area. (To select
multiple options, hold down the Ctrl (PC) or Command (Mac) key.)

When complete, tap Save Config .

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CHAPTER 6: Store Details

State Options

State Options
In many countries, the state, province, or region is a required part of a postal address. The
information is used for shipping and billing information, to calculate tax rates, and so on. For
countries where the state is not required, the field can be omitted entirely from the address, or
included as an optional field.
Because standard address formats vary from one country to another, you can also edit the
template that is used to format the address for invoices, packing slips, and shipping labels.

State Options

To set up the state options:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under General, choose General.

Expand

the State Options section, and do the following:

In the State is required for list, select each country where Region/State is a required entry.

Set the Allow to Choose State if It is Optional for Country field to one of the following:
Yes

In countries where the state field is not required, includes the State field as
an optional entry.

In countries where the state field is not required, omits the State field.

When complete, tap Save Config .

Magento Community Edition 2.0 User Guide

Country Options

CHAPTER 6: Store Details

Country Options
The Country Options identify the country where your business is located, and the countries
from which you accept payment.

Country Options

Magento Community Edition 2.0 User Guide

CHAPTER 6: Store Details

Country Options

To set the country options for your store:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under General, choose General.

Expand

the Country Options section, and do the following:

Choose the Default Country where your business is located.

In the Allow Countries list, select each country from which you accept orders. By default,
all countries in the list are selected. To select multiple countries, hold down the Ctrl (PC)
or Command (Mac) key.

In the Zip/Postal Code is Optional for list, select each country where you conduct
business that does not require a ZIP or postal code to be included as part of the street
address.

In the European Union Countries list, select each country in the EU where you conduct
business. By default, all EU countries are selected.

In the Top Destinations list, select the primary countries that you target for sales.

When complete, tap Save Config .

Magento Community Edition 2.0 User Guide

Merchant Location

CHAPTER 6: Store Details

Merchant Location
The Merchant Location setting is used to configure payment methods. If no value is entered,
the Default Country setting is used.

Merchant Location

To enter the merchant location:

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Sales, choose Payment Methods.

Expand

When complete, tap Save Config.

the Merchant Location section. Then, choose your Merchant Country.

Magento Community Edition 2.0 User Guide

CHAPTER 6: Store Details

Currency

Currency
Currency Setup
Defines the base currency and any additional currencies
that are accepted as payment. Also establishes the
import connection and schedule that is used to update
currency rates automatically.

Currency Symbols
Defines the currency symbols that appear in product
prices and sales documents such as orders and invoices.
Magento support currencies from over two hundred
countries around the world.

Updating Currency Rates
Currency rates can be updated manually or imported into
your store as needed, or according to a predefined
schedule.

Currency Chooser
If multiple currencies are available, the currency chooser
appears in the header of the store.

Magento Community Edition 2.0 User Guide

Store Email Addresses

CHAPTER 6: Store Details

Store Email Addresses
You can have up to five different email addresses to represent distinct functions or departments
for each store or view. In addition to the following predefined email identities, there are two
custom identities that you can set up according to your needs.
l

General Contact

Sales Representative

Customer Support

Each identity and its associated email address can be associated with specific automated email
messages and appear as the sender of email messages that are sent from your store.
Process Overview:
Step 1: Set Up the Email Addresses for Your Domain
Step 2: Configure the Email Addresses for Your Store
Step 3: Update the Sales Email Configuration

Step 1: Set Up the Email Addresses for Your Domain
Before you can configure email addresses for the store, each must be set up as a valid email
address for your domain. Follow the instructions from your server administrator or email
hosting provider to create each email addresses that is needed.

Step 2: Configure the Email Addresses for Your Store
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under General, choose Store Email Addresses.

Expand

the General Contact section, and do the following:

General Contact

In the Sender Name field, type the name of the person to appear as the sender of any
email messages that is associated with the General Contact identity.

In the Sender Email field, type the associated email address.

Repeat this process for each store email addresses that you plan to use.

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CHAPTER 6: Store Details

Store Email Addresses

When complete, tap Save Config .

Step 3: Update the Sales Email Configuration
If you use custom email addresses, make sure to update the configuration of any related email
messages, so the correct identity appears as the sender.
1.

In the panel on the left, under Sales, choose Sales Emails. The page has a separate section for
each of the following:
l

Order and Order Comments

Invoice and Invoice Comments

Shipment and Shipment Comments

Credit Memo and Credit Memo Comments

Starting with Order, expand the section for each message, and make sure that the correct
sender is selected.

Sales Email Order Configuration
3.

When complete, tap Save Config .

Magento Community Edition 2.0 User Guide

CHAPTER 6: Store Details

Contact Us
The Contact Us link in the footer of the store is an easy way for customers to keep in touch with
you. Customers can complete the form to send a message to your store.

Contact Us in Footer
After the form is submitted, a thank you message appears. The contact-us-info block
contains the form, and can be easily customized.

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CHAPTER 6: Store Details

To configure Contact Us:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under General, choose Contacts.

Expand

the Contact Us section. If necessary, set Enable Contact Us to “Yes.”

Expand

the Email Options section. Then, do the following:

Email Options

In the Send Emails to field, enter the email address where messages from the Contact Us
form are sent.

Set Email Sender to the store identity that appears as the sender of the message from the
Contact Us form. For example: Custom Email 2.

Set Email Template to the template that is used for messages sent from the Contact Us
form.

When compete, tap Save Config.

To customize the Contact Us form:
1.

On the Admin sidebar, tap Content. Then under Elements, choose Blocks.

Find the Contact Us Info block in the list, and open in Edit mode.

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CHAPTER 6: Store Details

Scroll down to the Content field, and make any changes necessary.
l

Use the editor toolbar to format the text, and add images and links.

Tap Show / Hide Editor to work directly with the HTML.

When complete, tap Save Block.

Magento Community Edition 2.0 User Guide

CHAPTER 7:

Storefront Branding
One of the first things you’ll want to do is to change the logo in the header, and upload a
favicon for the browser. You’ll also want to update the copyright notice in the footer,.
These are a few simple design tasks that you can take care of right away. While your store
is in development, you can turn on the store demo notice, and then remove it when you’re
ready to launch.

Storefront Branding

Magento Community Edition 2.0 User Guide

Uploading Your Logo

CHAPTER 7: Storefront Branding

Uploading Your Logo
The size and location of the logo in the header is determined by the store’s theme. Your logo
can be saved as either a GIF, PNG, JPG, or SVG file type, and uploaded from the Admin of
your store. The default Magento logo in the sample data is an SVG file, which is a scalable
XML-based vector graphic format.

Logo in Header
The logo image resides in the following location on the server. Any image file with by that
name and at that location is used as the theme logo.
Actual path:

app/design/frontend/[vendor]/[theme]
/web/images/logo.svg

Relative path:

images/logo.svg

If you don’t know the size of the logo, or any other image that is used in your theme, open the
page in a browser, right-click the image, and inspect the element.
In addition to the logo in the header, your logo also appears on email templates and on PDF

invoices and other sales documents. The logos used for email templates and invoices have
different size requirements, and must be uploaded separately. To learn more, see:

Communications.

Magento Community Edition 2.0 User Guide

CHAPTER 7: Storefront Branding

Uploading Your Logo

To upload your logo:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under General choose Design.

If you have multiple stores or views, set Store View in the upper-left corner to the view where
the configuration applies. Then, clear the checkbox after each field so new values can be
entered.

Expand

the Header section. Then, do the following:

Header

To upload a new logo, tap Choose File. Then, choose the file from your computer.

Enter the Logo Image Width and Logo Image Height.

In the Logo Image Alt field, enter the text that you want to appear when someone hovers
over the image.

When complete, tap Save Config .

Magento Community Edition 2.0 User Guide

Uploading Your Logo

CHAPTER 7: Storefront Branding

Image File Formats
FILE FORMAT
PNG

DESCRIPTION
(Portable Network Graphics) This newer alternative to the GIF format
supports up to 16 million colors (24 bit). The lossless compression
format produces a high-quality bitmap image with crisp text, but a
larger file size than some formats. The PGN format supports
transparent layers, and is designed to be both viewed and streamed
online. The related MNG (APNG) formats support simple animation.

GIF

(Graphics Interchange Format) A widely supported, and older bitmap
format that is limited to 256 (8 bit) colors. The GIF format supports
simple animation and transparent layers.

JPG/JPEG

(Joint Photographics Expert Group) A compressed bitmap format that
is used by most digital cameras. The lossy compression causes
some data loss, which is sometimes noticeable as blurry spots in
text.

SVG

(Scalable Vector Graphic) An XML-based open standard, scriptable
vector format developed by the World Wide Web Consortium. SVG
files support both animation and interaction.

ICO

(Icon) A Microsoft Windows file format for icons.

Magento Community Edition 2.0 User Guide

CHAPTER 7: Storefront Branding

Adding a Favicon

Adding a Favicon
Favicon is short for “favorite icon,” and refers to the little icon on the tab of each browser page.
Depending on the browser, the favicon also appears in address bar, just before the URL.
Favicons are generally 16 x 16 pixels or 32 x 32 pixels in size. Magento accepts ICO, PNG, JPG,
and SVG file types, although not all browsers support these formats. The most widelysupported file format to use for a favicon is ICO. There are many free tools available online that
you can use to generate an ICO image or convert an exiting image to the format.

Favicon in Address Bar

Process Overview:
Step 1: Create a Favicon
Step 2: Upload the Favicon to Your Store
Step 3: Refresh the Cache

Step 1: Create a Favicon
1.

Create a 16x16 or 32x32 graphic image of your logo, using the image editor of your choice.

(Optional) Use one of the available online tools to convert the file to the .ico format. Then, save
the file to your computer.

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Adding a Favicon

CHAPTER 7: Storefront Branding

Step 2: Upload the Favicon to Your Store
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under General, choose Design.

Expand

the HTML Head section. Then, do the following:

HTML Head

Tap Choose File. Then, find the favicon file that you prepared.

If you want to delete the current favicon, mark the Delete Image checkbox.

When complete, tap Save Config.

Step 3: Refresh the Cache

When prompted to refresh the cache, click the Cache Management link in the message at the
top of the workspace.

In the list, mark the Page Cache checkbox that is marked “Invalidated.”

Set Actions to “Refresh.” Then, tap Submit.

To view the new favicon, return to your storefront and press F5 to refresh the browser.

Magento Community Edition 2.0 User Guide

CHAPTER 7: Storefront Branding

Store Demo Notice

Store Demo Notice
If your store is online, but still under construction, you can display a store demo notice at the
top of the page to let people know that the store is not yet open for business. When you are
ready to “go live,” simply remove the message. It’s like flipping the sign hanging in the window
from “Closed” to “Open.” The format of the demo notice is determined by the theme of your
store.

Store Demo Notice

To set the store demo notice:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under General, choose Design.

Expand

Scroll down to the bottom, and set the Display Store Demo Notice to your preference.

the HTML Head section.

HTML Head
5.

When complete, tap Save Config.

Magento Community Edition 2.0 User Guide

Changing the Welcome Message

CHAPTER 7: Storefront Branding

Changing the Welcome Message
The Welcome message in the header expands to include the name of the customer who is
logged in. Before you launch your store, be sure to change the default Welcome text for each
store view.

Welcome Message

To change the welcome message:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under General, choose Design.

If you have multiple stores or views, set the Store View in the upper-left corner to the store or
view where the configuration applies. Then, clear the checkbox after each field so new values
can be entered.

Expand

the Header section. Then, enter the Welcome Text that you want to appear.

Header

When complete, tap Save Config.

When prompted to update the Page Cache, click the Cache Management link at the top of the
workspace. Then, follow the instructions to refresh the cache.

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CHAPTER 7: Storefront Branding

Copyright Notice
Your store has a copyright notice in the footer of each page. As a best practice, the copyright
notice should include the current year, and identify your company as the legal owner of the
content on the site.

Copyright Notice
The &Copy; character code is used to insert the copyright symbol, as shown in the following
examples:
Long Format Example

To change the copyright notice:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under General, choose Design.

Expand

the Footer section.

Footer
4.

In the Copyright box, enter the copyright notice that you want to appear in the footer of each
page. Use the &Copy; character code to insert a copyright symbol.

When complete, tap Save Config.

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Notes

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Magento Community Edition 2.0 User Guide

CHAPTER 8:

Websites, Stores & Views
A single installation of Magento Community Edition 2.0 can include multiple websites,
stores, and views, all managed from the same Admin.

Websites
Magento 2 installations begin with a single website
called “Main Website.” You can also set up
multiple websites, each with its own domain.

Stores
A single website can have multiple stores, each
with a separate main menu. Each store can have a
different product selection and appearance, but are
managed from the same Admin.

Store Views
Store views are usually used to make the store
available in different languages. Customers can
use the language chooser in the header to change
the store view.

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101

Configuration Scope

CHAPTER 8: Websites, Stores & Views

Configuration Scope
The scope determines which website, store, or view is affected by a configuration setting. If your
installation has multiple websites, stores, or views, you can set the scope of a configuration
setting to apply to a specific part of the installation. For Admin users with restricted access,
the list of available areas includes only those to which the user has access.
The Store View control in the upper-left corner of the Admin determines the scope of the current
configuration settings. By default, the scope is set to “All Store Views.” Configuration scope
applies to products categories, attributes, customer management setting, and so on. The scope
of each item appears in brackets after the field to indicate the range of the setting. If your
installation includes multiple websites, stores or views, you should always first set the Store
View control to identify where the configuration settings apply.

Store View Control
Any item with the scope of [STORE] can be set differently for each view. For example, because
the scope of a product name and description is [STORE], the fields can have a different value
for each language. However, some configuration settings—such as postal code—are [GLOBAL]
because the same setting is used throughout the system. The [WEBSITE] scope also applies to
the entire site, including all views.

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CHAPTER 8: Websites, Stores & Views

Configuration Scope

To set the configuration scope:
Before making a configuration setting that applies only to a specific website, store, or view, do
the following:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

Navigate to the configuration setting to be changed. Then, do the following:
a.

In the upper-left corner, set Store View to the specific view where the configuration is to
apply. When prompted to confirm scope switching, tap OK .
A checkbox appears after each field, and sometimes additional fields become available.

Clear the Use Website checkbox after any field that you want to edit. Then, update the
value for the view.

Repeat this process for every field that needs to be updated on the page.

When complete, tap Save Config .

Setting the Locale for a View

Scope Settings
SCOPE
Store

DESCRIPTION
The setting is limited to the store view, which is often used to display
a store in multiple languages.

Website

The setting is limited to the website.

Global

The setting applies to the entire installation.

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103

Single Store Mode

CHAPTER 8: Websites, Stores & Views

Single Store Mode
If your Magento Community 2.0 installation has only a single store and view, you can simplify
the display by turning off all Store View options and scope indicators. Most of the screenshots
in this guide were taken with Single Store Mode disabled, which causes a scope indicator to
appear after each configuration setting. Single Store Mode is automatically overridden if you
later add a store view.

Single Store Mode Disabled

To set single store mode:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

Scroll down to the bottom of the page, and expand the Single Store Mode section.

Set Enable Single Store Mode to “Yes.”

Tap Save Config .

When prompted to refresh the cache, do the following:
a.

Tap the Cache Management link in the system message at the top of the page.

System Message

104

Mark the Page Cache checkbox.

With Actions set to “Refresh,” tap Submit .

Magento Community Edition 2.0 User Guide

CHAPTER 9:

Industry Compliance
Magento Community Edition 2.0 offers a range of security and privacy capabilities that
meet legal requirements and industry guidelines for online merchants. Some are mandated
by the payment card industry, and others are required by law, depending on your location.
l

Legal Requirements

Industry Guidelines

Best Practices

You will learn about PCI compliance, and the importance of establishing procedures to
protect payment information. You will also learn how to bring your store into compliance
with the Cookie Law, which is a requirement in some countries, and considered a “best
practice” in others. In addition, you will learn how to customize and maintain a privacy
policy for your store.

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105

PCI Compliance Guidelines

CHAPTER 9: Industry Compliance

PCI Compliance Guidelines
The Payment Card Industry (PCI) has established a set of requirements for businesses that
accept payment by credit card over the Internet. In addition to the need to maintain a secure
hosting environment, there are additional requirements that merchants must meet to ensure
the privacy of cardholder data. Every merchant who handles customer credit card information
is required by the Payment Card Industry to conduct business within the following guidelines:

PCI Requirements
Install and maintain a firewall configuration to protect cardholder data.
Do not use vendor-supplied defaults for system passwords and other security
parameters.
Protect stored cardholder data.
Encrypt transmission of cardholder data across open, public networks.
Use and regularly update antivirus software.
Develop and maintain secure systems and applications.
Restrict access to cardholder data by business need to know.
Assign a unique ID to each person with computer access.
Restrict physical access to cardholder data.
Track and monitor all access to network resources and cardholder data.
Regularly test security systems and processes.
Maintain a policy that addresses information security.

As your business grows, you may be required to file a compliance report on an annual basis.
PCI reporting requirements increase in proportion to merchant level, but are waived for
businesses that process fewer than 20,000 credit card transactions per year. To learn more,
visit the PCI Security Standards Council website.

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CHAPTER 9: Industry Compliance

Privacy Policy
Your store includes a sample privacy policy that must be updated with your own information.
Your privacy policy should describe the type of information that your company collects, and
how it is used. It should also list the filenames of cookies that are placed on the computers of
people who visit your store. Any additional cookies that are associated with third-party
extensions and add-ons should be included in the list.

To edit your privacy policy:
1.

On the Admin sidebar, tap Content. Then under Elements, choose Pages.

Find the privacy policy in the list, and tap to open the page in edit mode.

In the panel on the left, choose Content.

Make the necessary changes to the content.
If you change the URL key of the privacy policy, you must also create a custom URL rewrite to
redirect traffic to the new URL key. Otherwise, the link in the footer will return “404 Page Not
Found.”

When complete, tap Save Page .

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107

Cookie Law Compliance

CHAPTER 9: Industry Compliance

Cookie Law Compliance
Cookies are small files that are saved to the computer of each visitor to your site, and used as
temporary holding places for information. Information that is saved in cookies is used to
personalize the shopping experience, link visitors to their shopping carts, measure traffic
patterns, and improve the effectiveness of promotions. To keep pace with legislation in many
countries regarding the use of cookies, Magento offers merchants a choice of methods for
obtaining customer consent:

Method 1: Implied Consent
Implied consent means that visitors to your store have a clear understanding that cookies are a
necessary part of operations, and by using your site, have indirectly granted permission to use
them. The key to gaining implied consent is to provide enough information for a visitor to
make an informed decision. Many stores display a message at the top of all standard pages
that provides a brief overview of how cookies are used, with a link to the store’s privacy policy.
The privacy policy should describe the type of information that your store collects, and how it
is used.

Method 2: Expressed Consent
Operating your store in cookie restriction mode requires visitors to express their consent before
any cookies can be saved to their computers. Unless consent is granted, many features of your
store will be unavailable. For example, if Google Analytics is available for your store, it can be
invoked only after the visitor has granted permission to use cookies.

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Cookie Law Compliance

Cookie Restriction Mode
When Cookie Restriction Mode is enabled, visitors to your store are notified that cookies are
required for full-featured operations. Depending on your theme, the message might appear
above the header, below the footer, or somewhere else on the page. The message links to your
privacy policy for more information, and encourages visitors to click the Allow button to grant
consent. After consent is granted, the message disappears.
Your privacy policy should include the name of your store and contact information, and
explain the purpose of each cookie that is used by your store. To learn more, see: Cookie
Reference.
If you change the URL key of the privacy policy, you must also create a custom URL rewrite to
redirect traffic to the new URL key. Otherwise, the link in the Cookie Restriction Mode message will
return “404 Page Not Found.”

Cookie Restriction Notice In Footer

Step 1: Enable Cookie Restriction Mode
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under General, choose Web. Expand the Default Cookie Settings
section, and do the following:

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Default Cookie Settings
a.

Enter the Cookie Lifetime in seconds.

If you want to make cookies available to other folders, enter the Cookie Path. To make the
cookies available anywhere in the site, enter a forward slash.

To make the cookies available to a subdomain, enter the subdomain name in the Cookie
Domain field. (subdomain.yourdomain.com) To make cookies available to all subdomains,
enter the domain name preceded by a period. (.yourdomain.com)

To prevent scripting languages such as JavaScript from gaining access to cookies, make
sure that Use HTTP Only is set to “Yes.”

Set Cookie Restriction Mode to “Yes.”

When complete, tap Save Config .

When prompted to update the cache, click the Cache Management link in the system message.
Then, refresh the invalid cache.

Step 2: Update Your Privacy Policy

110

On the Admin sidebar, tap Content. Then under Elements, choose Pages.

Find your Privacy Policy in the list, and open the page in edit mode.

In the panel on the left, click Content. Then, update the content as needed to describe the
information that your company collects, and how it is used.

When complete, tap Save Page .

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Cookie Law Compliance

Cookie Reference
Magento Standard Cookies
COOKIE NAME

COOKIE DESCRIPTION

CART

The association with your shopping cart.

CATEGORY_INFO

Stores the category info on the page, that allows to display
pages more quickly.

COMPARE

The items that you have in the Compare Products list.

CUSTOMER

An encrypted version of your customer id with the store.

CUSTOMER_AUTH

Indicates if you are currently logged into the store.

CUSTOMER_INFO

An encrypted version of the customer group you belong to.

CUSTOMER_SEGMENT_IDS

Stores the Customer Segment ID.

EXTERNAL_NO_CACHE

Indicates if caching is disabled or enabled.

FRONTEND

Your session ID on the server.

GUEST-VIEW

Allows guests to edit their orders.

LAST_CATEGORY

The last category you visited.

LAST_PRODUCT

The most recent product you have viewed.

NEWMESSAGE

Indicates whether a new message has been received.

NO_CACHE

Indicates whether it is allowed to use cache.

PERSISTENT_SHOPPING_CART A link to information about your cart and viewing history if you

have asked the site.
RECENTLYCOMPARED

The items that you have recently compared.

STF

Information on products you have emailed to friends.

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COOKIE NAME
STORE

CHAPTER 9: Industry Compliance

COOKIE DESCRIPTION
The store view or language you have selected.

USER_ALLOWED_SAVE_COOKIE Indicates whether a customer allowed to use cookies.
VIEWED_PRODUCT_IDS

The products that you have recently viewed.

WISHLIST

An encrypted list of products added to your Wishlist.

WISHLIST_CNT

The number of items in your Wishlist.

Google Analytics Cookies
COOKIE

DESCRIPTION

_utma

Distinguishes users and sessions.

_utmb

Determines new sessions/visits.

_utmc

Determines if the user was in a new session/visit.

_utmz

Stores the traffic source or campaign that explains how the user
reached your site.

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PRODUCTS
Products Menu
Creating Products
Basic Settings
Advanced Settings
Categories
Product Attributes

Contents

Inventory
Stock Options

Products Menu

Product Stock Options

Inventory Workspace

Stock Message Scenarios

Product Scope

Product Alerts
Product Alert Run Settings

Creating Products

Custom Options

Catalog URLs

Related Products

Product Workspace

Up-sells

Default Field Values
Product Types
Simple Product
Configurable Product
Adding Configurations
Grouped Product
Virtual Product

Cross-sells
Design
Autosettings
Product Reviews
Ratings
Categories
Creating Categories

Bundle Product

Modifying Categories

Downloadable Product

Root Categories

Download Options
Basic Settings
Product Details
Images and Videos
Media Gallery
Product Videos

Hidden Categories
General Information
Display Settings
Custom Design
Category Products
Product Attributes

Placeholders

Adding an Attribute

Watermarks

Attribute Input Types

Swatches

Date & Time Options

Creating a Swatch
Search Engine Optimization
Websites
Advanced Settings
Pricing
Group Price
Special Price
Tier Price
Minimum Advertised Price
MAP Logic
MAP Configuration
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Products Menu
The Products Menu provides easy access to product creation, category and inventory
management, as well as tools to manage catalog content.

Products Menu

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Menu Options

Catalog
Create new products of every type, and manage your
inventory.

Categories
Create the category structure that is the foundation of
your store’s navigation.

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Catalog Workspace

Catalog Workspace
The Catalog grid lists all products in the catalog. Use the standard controls to sort and filter
the list, find products, and apply actions to selected products. From the grid, you can create
new products and edit existing ones.

Catalog Grid

Workspace Controls
CONTROL
Store View
Add Product

DESCRIPTION
Sets the scope of the product to a specific view.
Click the Add Product button to create a new simple product. To
choose a specific product type, click the down arrow. Options
include:
Simple Product
Configurable Product
Grouped Product
Virtual Product
Bundle Product
Downloadable Product

Initiates a catalog search based on the current filters.

Reset Filter

Restores all filters to a blank state.

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Workspace Controls (cont.)
CONTROL
Actions

DESCRIPTION
Lists all actions that can be applied to selected products in the list. To
apply an action to a product or group of products, mark the checkbox
in the first column of each product. Options:
Delete
Change Status
Update Attributes

Mass Actions

Can be used to select multiple records as the target of action. The
checkbox is marked in the first column of each selected record.
Options:
Select All
Unselect All
Select Visible
Unselect Visible

Submit

Edit

Applies the current action to selected product records.
Opens the product in edit mode. You can accomplish the same thing
by clicking anywhere on the row.

Columns
COLUMN
Selection State

DESCRIPTION
Determines how products are listed when the checkbox is marked.
Options:

Any

Lists all records, regardless of checkbox status.

Yes

Lists only records with the checkbox marked.

Lists only records without the checkbox marked.

A unique, sequential number that is assigned when a new product is
saved for the first time.

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Thumbnail

Displays a thumbnail of the main product image.

Name

The product name.

Type

The product type. Options:

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Columns (cont.)
COLUMN

DESCRIPTION
Simple Product
Virtual Product
Bundle Product
Downloadable Product
Grouped Product
Configurable Product

Attribute Set

The product template upon which the product is based.

SKU

A unique Stock Keeping Unit that is assigned to the product.

Price

The unit price of the product.

Quantity

The quantity currently in stock.

Visibility

Indicates where in the catalog the product is visible. Options:
Not Visible Individually
Catalog
Search
Catalog, Search

Status

Indicates the current status of the product. Options:
Enabled
Disabled

Websites

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Indicates the website(s) where the product is available.

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Product Scope
For installations with multiple websites, stores, and views, the scope determines where
products are available for sale, and manages the product information for each store view.
Initially, all products that you create are published to the default website, store, and view.
If you have only a single store with the default view, you can run your store in Single Store
Mode to hide the scope settings from view. However, if your store has multiple views, a scope
indicator appears to the right of each field.
To edit the product information for a specific view, use the Store View control in the upper-left
corner to select the view. After the view is selected, additional controls become available for any
field that can be edited at the store view level. In the following example, although the Spanish
store view is selected, the product information is still in the language of the default store view.
The process of editing a product for a store view can be likened to adding a layer of product
information that is specific to the view. For example, you can switch to the Spanish view, and
translate the text fields, such as product title, description, and the meta data. To learn more,
see: Translating Products.

To edit product information for a different view:
1.

In the upper-left corner, set Store View to the specific view to be edited. When prompted, tap
OK to change the scope.

Store View
2.

A checkbox appears after any field that can be edited for the store view. To edit a field, clear the
Use Default Value checkbox. Then, update the field with the new value for the view.

Editing a Field for a View

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Catalog Workspace

When complete, tap Save .

In the upper-left corner, set Store View back to the default store view.

To see the change in your store, do the following:
a.

In the upper-right corner, tap the Admin menu arrow. Then, choose Customer View.

Customer View
b.

In the upper-right corner of the store, set the Language Chooser to the store view to find
the product that you edited.

Language Chooser

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Notes

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Creating Products
Choosing a product type is one of the first things you must do to create a new product. In
this chapter, you will learn how to create a product of each type. In addition to the basic
product types, the term, complex product1 refers to a product that requires the
customer to choose from a selection of options before making a purchase. To learn more
about the available options, see Basic Settings and Advanced Settings.
If you are just starting out, you can create a few sample products to experiment with each
product type. For a deeper understanding, make sure to read about catalog navigation,
how to set up categories and attributes, and the catalog URL options that are available to
you.

Product Catalog

1A product that requires the customer to choose from a selection of options.

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Catalog URLs
The URLs you assign to products and categories play a major role in determining how well
your site is indexed by search engines. Before you start building your catalog is an ideal time to
consider the available options.

Dynamic URL
A dynamic URL is created “on the fly,” and might include a query string with variables for the
product ID, sort order, and the page where the request was made. When a customer searches
for a product in your store, the resulting URL might look something like this:
http://mystore.com/catalogsearch/result/?q=tee+shirt

Static URL
A static URL is a fixed address for a specific page. A static URL can be displayed in a searchengine friendly format, or one that references products and categories by ID. Search-engine
friendly URLs include words that people might use to look for a product, and require Web
Server Rewrites to be enabled.
http://mystore.com/accessories/eyewear.html
http://mystore.com/catalog/product/view/id/409/s/chelsea-tee409/category/16/

URL Key
The URL key is the part of a static URL that describes the product or category. When you
create a product or category, an initial URL key is automatically generated, based on the name.
The URL key should consist of lowercase characters with hyphens to separate words. A welldesigned, “search engine friendly” URL key might include the product name and key words to
improve the way it is indexed by search engines. The URL key can be configured to create an
automatic redirect if the URL key is changed.

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Catalog URLs

HTML Suffix
Your catalog can be configured to either include or exclude the suffix as part of category and
product URLs. There are various reasons why people might choose to use or to omit the suffix.
Some believe that the suffix no longer serves any useful purpose, and that pages without a
suffix are indexed more effectively by search engines. However, your company might have a
standardized format for URLs that requires a suffix.
Because the suffix is controlled by the system configuration, you should never type the suffix
directly into the URL key of a category or product. (Doing so will result in a double suffix at
the end of the URL.) Whether you decide to use the suffix or not, be consistent and use the
same setting for all your product and category pages. Here are examples of a category URL
with, and without, the suffix.
http://mystore.com/accessories/eyewear.htm
http://mystore.com/accessories/eyewear.html
http://mystore.com/accessories/eyewear/retro-chic-eyeglasses

Category Path
You can configure the URL to either include or exclude the category path. By default, the
category path is included in all category and product pages. The following examples show the
same product URL with, and without, the category path.
http://mystore.com/accessories/eyewear/retro-chic-eyeglasses
http://mystore.com/retro-chic-eyeglasses

To prevent search engines from indexing multiple URLs that lead to the same content, you can
exclude the category path from the URL. Another method is to use a canonical meta tag to let
search engines know which URLs to index and which to ignore.

To configure catalog URLs:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Catalog, choose Catalog.

Expand

the Search Engine Optimizations section, and do the following:

Set Product URL Suffix to “html” or “htm.” Enter the suffix without a period, because it is
applied automatically.

Set Category URL Suffix to “html” or “htm.” Enter the suffix without a period, because it
is applied automatically.

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Set Use Categories Path for Product URLs to your preference.
URL with Category Path

http://mystore.com/furniture/living-room/microfiber-sofa-sleeper
URL without Category Path

http://mystore.com/microfiber-sofa-sleeper

Search Engine Optimization
4.

When complete, tap Save Config .

When prompted, click the Cache Management link in the system message, and refresh the
invalid cache.

Refresh Cache

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Product Workspace

Product Workspace
The panel on the left of the product workspace lists the selection of Basic and Advanced
Settings, with the current selection on the right. The workspace includes multiple Save options
and gives you control over the online status of the product.

Product Workspace

Attribute Set
The name of the attribute set appears in the upper-left corner, and determines the fields that
make up the product record. When creating a new product, an existing attribute set can be
chosen by clicking the down arrow next to the default attribute set name.

Attribute Sets

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Online Status
The online status of the product is indicated by the switch in the upper-right corner. To change
the online status, simply click the switch.

CONTROL

DESCRIPTION
Indicates that the product is currently online.
Indicates that the product is currently offline.

Expand/Collapse
To expand or collapse a section, tap either the expand

or collapse

button to the right.

Product Details

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Product Workspace

Save Menu
The Save menu includes several options that let you save and continue, save and create a new
product, save and duplicate the product, or save and close.

Save Menu

COMMAND

DESCRIPTION

Save

Save the current product, and continue working.

Save & New

Save and close the current product, and begin a new product, based on the
same product type and template.

Save & Duplicate

Save and close the current product, and open a new duplicate copy.

Save & Close

Save the current product and return to the Inventory workspace.

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Default Field Values
To save time when creating products, the default value of several product fields references
values from another field. You can either accept the default value, or enter another. The
following fields have automatically generated default values:

FIELD

DESCRIPTION

SKU

Based on product Name.

Meta Title

Based on product Name.

Meta Keywords

Based on product Name.

Meta Description

Based on product Name and Description.

The placeholders that represent the value of another field are enclosed in double-curly braces.
Any attribute code that is included in the product attribute set can be used as a placeholder.

Product Fields Auto-Generation

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Product Workspace

To edit the placeholder value:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Catalog, choose Catalog.

the Product Fields Auto-Generation section. Then, make any changes needed to the
Expand
placeholder values.
For example, if there’s a specific keyword that you want to include for every product, or a
phrase that you want to include in every meta description, you can type the value directly into
the appropriate field.
If you want to keep the existing placeholder values, be careful to preserve the double curly braces
that enclose each markup tag.

When complete, tap Save Config .

Common Placeholders
PLACEHOLDER
{{color}}
{{country_of_manufacture}}
{{description}}
{{gender}}
{{material}}
{{name}}
{{short_description}}
{{size}}
{{sku}}

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Product Types
Simple Product
A simple product is a physical item with a single SKU.
Simple products have a variety of pricing and of input
controls which makes it possible to sell variations of the
product. Simple products can be used in association with
grouped, bundle, and configurable products.

Configurable Product
A configurable product appears to be a single product
with lists of options for each variation. However, each
option represents a separate, simple product with a
distinct SKU, which makes it possible to track inventory
for each variation.

Grouped Product
A grouped product presents multiple, standalone
products as a group. You can offer variations of a single
product, or group them for a promotion. The products can
be purchased separately, or as a group.

Virtual Product
Virtual products are not tangible products, and are
typically used for products such as services,
memberships, warranties, and subscriptions. Virtual
products can be used in association with grouped and
bundle products.

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Product Types

Bundle Product
A bundle product let customers “build their own” from an
assortment of options. The bundle could be a gift basket,
computer, or anything else that can be customized. Each
item in the bundle is a separate, standalone product.

Downloadable Product
A digitally downloadable product that consists of one or
more files that are downloaded. The files can reside on
your server or be provided as URLs to any other server.

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Simple Product
One of the keys to harnessing the power of product types is learning when to use a simple,
standalone product. A simple products can be sold individually, or as part of a grouped,
configurable, or bundle product. A simple product with custom options is sometimes referred to
as a composite product.
The following steps take you through the process of creating a simple product using the default
product template with basic settings. When you finish the basics, you can complete the
advanced settings as needed.

Simple Product

Process Overview:
Step 1: Choose the Product Type
Step 2: Choose the Product Template (Optional)
Step 3: Complete the Required Fields
Step 4: Complete the Remaining Product Details
Step 5: Publish the Product
Step 6: View the Product in Your Store

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Simple Product

Step 1: Choose the Product Type
1.

On the Admin sidebar, tap Products. Then under Inventory, choose Catalog.

In the upper-right corner on the Add Product

menu, choose Simple Product.

Add Simple Product

Step 2: Choose the Product Template (Optional)
To choose the product template, do one of the following:
l

In the Search box, enter the name of the template.

In the list, choose the template that you want to use.

The form is updated to reflect the template.

Choose Template

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Step 3: Complete the Required Fields
1.

In the Product Details section. do the following:
a.

Enter the product Name.

You can either use the default SKU that is based on the product name, or enter another.

Enter the product Price.

Because the product is not yet ready to publish, set the Product Online switch to the “Off”
position.

Tap Save , and continue with the next step.
With the required fields complete, the product can be saved as needed.

Step 4: Complete the Remaining Product Details
1.

Set Tax Class to one of the following:
l

None

Taxable Goods

If you're ready to add a product image, do one of the following:
l

Drag an image from your desktop, and drop it on the camera
Videos box.

tile in the Images and

In the Images box, tap the camera
tile, and navigate to the image file on your computer.
Then, select the image, and tap Open .

A placeholder appears until a product image is uploaded.
3.

Enter the Quantity of the product that is currently in stock.

Enter the product Weight.

To assign the product to a Category, do one of the following:
l

136

Start typing to find a match. Then, choose the Category.
Tap Show List
to see the category tree. Then, drill down and tap each category that you
want to assign to the product.
Tap New Category . Enter the Category Name and choose the Parent Category to determine
its position in the menu structure. Then, tap Create Category .

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Simple Product

Create Category
6.

Enter the product Description directly into the text box, and format as needed. Then, tap
Submit . You can also use the WYSIWYG Editor , for additional control.

Product Details

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Step 5: Publish the Product
1.

If you are ready to publish the product in the catalog, set the Product Online switch to the
“On”
position.

When complete, on the Save

menu, choose Save & Close.

Save & Close

Step 6: View the Product in Your Store
In the upper-right corner on the Admin

menu, choose Customer View.

Customer View
THINGS TO REMEMBER
Simple products can be included in configurable, bundle, and grouped product types.

A simple product can have custom options with a variety of input controls, which makes it
possible to sell many product variations from a single SKU.

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Configurable Product

Configurable Product
A configurable product looks like a single product with drop-down lists of options for each
variation. Each option is actually a separate simple product with a unique SKU, which makes
it possible to track inventory for each product variation. You could achieve a similar effect by
using a simple product with custom options, but without the ability to track inventory for each
variation.
Although a configurable product uses more SKUs, and may initially take a little longer to set
up, it can save you time in the long run. If you plan to grow your business, the configurable
product type is a good choice for products with multiple options.

Configurable Product

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Configurable Product

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Process Overview:
Part I: Create the Configurable Product
Step 1: Choose the Product Type
Step 3: Complete the Required Fields
Step 4: Complete the Remaining Product Details
Step 5: Save and Continue

Step 1: Choose the Product Type
1.

On the Admin sidebar, tap Products. Then under Inventory, choose Catalog.

In the upper-right corner on the Add Product

menu, choose Configurable Product.

Add Configurable Product

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Configurable Product

Step 2: Choose the Product Template
The product template that is used to create a configurable product determines the selection of
fields that are available, and must include at least one drop-down attribute. The drop-down
attributes are included in an attribute set, which is then used as a template for the configurable
product.
The template used in this example has drop-down attributes for color and size. To choose the
product template, click the template field and do one of the following:
l

In the Search box, enter the name of the template.

In the list, choose the template that you want to use.

The form is updated to reflect the template.

Choose Template

Step 3: Complete the Required Fields
1.

In the Product Details section, enter the product Name.

Either accept the default SKU that is based on the product name, or enter another value.

Enter the product Price.

If necessary, change the Tax Class. The default setting is “Taxable Goods.”

Because the product is not yet ready to publish in your catalog, set the Product Online switch
to the “Off”
position.

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Step 4: Complete the Remaining Product Details
1.

(Optional) You can add an image that represents the configurable product as a whole, or wait
until later when you set up the configurations. In this example, we use an image that shows
the top in all three colors. An image uploaded here becomes the image of the “parent product.”
l

Drag an image from your desktop, and drop it on the camera
Videos box.

tile in the Images and

In the box, tap the camera
tile, and navigate to the image file on your computer. Then,
select the image, and tap Open .

A placeholder appears until an image is uploaded. If you prefer, you can later add video to the
gallery.
2.

The Quantity field is not available because it’s determined by each product variation.

To assign the product to a Category, do one of the following:
l

142

Start typing to find a match. Then, choose the Category.
icon to view the Category tree. Then, drill down through the available
Tap the Show List
categories, and tap each category that you want to assign to the product.
Tap New Category . Enter the Category Name and choose the Parent Category to determine
its position in the menu structure. Then, tap Create Category .

Enter the product Description directly into the text box, and format as needed. Then, tap
Submit . You can also use the WYSIWYG Editor for additional control.

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Configurable Product

Product Details

Step 5: Save and Continue
This is a good time to save your work. In the next step, you’ll set up the configurations for each
variation of the product.
1.

In the upper-right corner, tap Save.

Continue with Adding Configurations.

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Adding Configurations
The following example shows how to add configurations for three colors and three sizes. In all,
nine simple products will be created with unique SKUs to cover every possible combination of
variations. The progress bar at the top of the page shows where you are in the process, and
guides you through each step.

Progress Bar

Process Overview:
Part II: Add Configurations
Step 1: Choose the Attributes
Step 2: Enter the Attribute Values
Step 3: Configure the Images, Price, and Quantity
Step 4: Generate the Product Configurations
Step 5: Publish the Products
Step 6: Configure the Shopping Cart Thumbnails (Optional)
Step 7: View the Products in Your Store

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Configurable Product

Step 1: Select Attributes
1.

At the bottom of Product Details, expand
Create Configurations .

the Configurations section. Then, tap

Configurations
2.

Mark the checkbox of each attribute that is to be used as a configuration.

If you need to add a new attribute, tap Create New Attribute. Complete the attribute properties,
and tap Save Attribute. Then, mark the checkbox to select the attribute.

In the upper-right corner, tap Next.

Select Attributes

Step 2: Enter Attribute Values
1.

Mark the checkbox of each variation of the product.

To add a new value, click Create New Value. Then, enter the new value in the input box, and
tap the Enter
arrow.

Repeat these steps for each attribute that is included as a configuration.
You can rearrange the list of attributes by dragging the box
position.

in the upper-left corner to a new

In the upper-right corner, tap Next.

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Step 3: Configure the Images, Price, and Quantity
This step determines the images, pricing and quantity of each configuration. The available
options are the same for each, and you can choose only one. You can apply the same setting to
all SKUs, apply a unique setting to each SKU, or skip the settings for now.
1.

Choose the configuration options that apply.

Configure the Images
Method 1: Apply a Single Set of Images to All SKUs
1.

Select Apply single set of images to all SKUs.

Browse to each image that you want to include in the product gallery, or drag them to the
box.

Use Same Images for All SKUs

Method 2: Apply Unique Images for Each SKU
Because we already uploaded an image for the parent product, we’ll use this option to upload
an image of each color. This is the image that will appear in the shopping cart when someone
buys the shirt in a specific color.
1.

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Select Apply unique images by attribute to each SKU.

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Select the attribute that the images illustrate. For example: color.

For each attribute value, either browse to the images that you want to use for that
configuration, or drag them to the box.

If you drag the an image to a value box, it appears in the sections for the other values, as well.
If you want to delete an image, tap the trashcan icon.

Unique Images per SKU

Configure the Prices
Method 1: Apply the Same Price to All SKUs
1.

If the price is the same for all variations of the product, select Apply single price to all
SKUs.

Enter the Price.

Same Price per SKU

Method 2: Apply a Different Price for Each SKU
1.

If the price differs for each or for some variations of the product, select Apply unique
prices by attribute to each SKU.

Select the attribute that is the basis of the price difference.

Enter the price for each attribute value. In this example, the XL size costs more.

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Unique Price per SKU

Configure the Quantity
Method 1: Apply the Same Quantity to All SKUs
1.

If the quantity is the same for all SKUs, select Apply single quantity to each SKU.

Enter the Quantity.

Same Quantity for All SKUs

Method 2: Apply Different Quantity by Attribute
1.

If the quantity is the different for each SKU, select Apply unique quantity by attribute to
each SKU.

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Enter the Quantityfor each.

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Different Quantities per Attribute
2.

When complete, tap Next in the upper-right corner.

Step 4: Generate the Product Configurations
1.

Wait a moment for the list of products to appear. When you are ready to add the products to
your catalog, tap Generate Products.
The product variations now appear at the bottom of Product Details in the Configuration
section.

If you want to edit any of the settings, tap Edit Configurations.

Generate Products

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Step 5: Publish the Products
1.

If you are ready to publish the products in the catalog, set the Product Online switch to the
“On”
position. Otherwise, leave the switch in the “Off” position until the product is ready to
publish.

When complete, on the Save

menu, choose Save & Close.

Save & Close
3.

When prompted to refresh the cache, tap the Cache Management link in the system message,
and refresh the invalid cache.

On the Admin sidebar, tap Products. Your new configurable product and its variations appears
in the grid at the top of the list.

Step 6: Configure the Shopping Cart Thumbnails (Optional)
If you have a different image for each variation you can set the configuration to use the correct
image for the shopping cart thumbnail.

150

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Sales, choose Checkout. Then, expand
section.

Set Configurable Product Image to “Product Thumbnail Itself.”

When complete, tap Save Config .

the Shopping Cart

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Configurable Product

Shopping Cart - Configurable Product Image

Step 7: View the Product in Your Store
When the product is online, tap the Admin arrow

in the upper-right corner, and choose

Customer View to see how they look in your store.

Customer View
THINGS TO REMEMBER
A configurable product allows the shopper to choose options from drop-down lists. Each
option is actually a separate, simple product.
Each drop-down list values is based on an attribute of the “Dropdown” input type. The
drop-down attributes must be included in the attribute set, which is then used as a
template for the configurable product.
The thumbnail image in the shopping cart can be set to display the image from the
configurable product record, or from the product variation.

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Grouped Product

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Grouped Product
A grouped product is made up of simple standalone products that are presented as a group.
You can offer variations of a single product, or group them by season or theme to create a set of
different products. Each product can be purchased separately, or as part of the group. In the
shopping cart, each item is listed separately.

Grouped Product

Process Overview:
Step 1: Choose the Product Type
Step 2: Choose the Product Template (Optional)
Step 3: Complete the Required Fields
Step 4: Complete the Remaining Product Details
Step 5: Add the Grouped Products
Step 6: Publish the Product
Step 7: Configure the Shopping Cart Thumbnails (Optional)
Step 8: View the Product in Your Store

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Grouped Product

Step 1: Choose the Product Type
1.

On the Admin sidebar, tap Products. Then under Inventory, choose Catalog.

In the upper-right corner on the Add Product

menu, choose Grouped Product.

Add Grouped Product

Step 2: Choose the Product Template (Optional)
To choose the product template, do one of the following:
l

In the Search box, enter the name of the template.

In the list, choose the template that you want to use.

The form is updated to reflect the template.

Choose Template

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Step 3: Complete the Required Fields
1.

In the Product Details section, do the following:
a.

Enter the product Name.

Either accept the default SKU that is based on the product name, or enter another value.

Because the product is not yet ready to publish, set the Product Online switch to the “Off”
position.

Step 4: Complete the Remaining Product Details
1.

To add an image that represents the product group, do one of the following:
l

Drag an image from your desktop, and drop it on the camera
Videos box.

tile in the Images and

In the Images and Videos box, tap the camera
tile, and navigate to the image file on
your computer. Then, select the image, and tap Open .

A placeholder appears until a product image is uploaded.
2.

The Quantity is grayed out because it’s derived from the individual products that make up the
group.

To assign the product to a Category, do one of the following:
l

Add Categories
4.

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Enter the product Description directly into the text box, and format as needed. Then, tap
Submit . You can also use the WYSIWYG Editor , for additional control.

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Grouped Product

Product Details

Step 5: Add the Grouped Products
1.

At the bottom of the page, expand
Add Products to Group .

In the grid, use the filters at the top of the columns to find the products that you want to
include in the group. Then, tap Search.

In the list, mark the checkbox of each item that you want to include in the group.

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Tap Add Selected Products to add them to the grouped product. Then, do any of the following:
l

To specify a default quantity for any of the items, enter the number in the Default Qty field.

To remove any product from the list, tap the Delete

icon.

Products Added

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Grouped Product

Step 6: Publish the Product
1.

If you are ready to publish the product in the catalog, set the Product Online switch to the
“On”
position.

When complete, on the Save

menu, choose Save & Close.

Save & Close

Step 7: Configure the Shopping Cart Thumbnails (Optional)
If you have a different image for each variation you can set the configuration to use the correct
image for the shopping cart thumbnail.
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Sales, choose Checkout. Then, expand
section.

Set Grouped Product Image to “Product Thumbnail Itself.”

Tap Save Config.

the Shopping Cart

Shopping Cart

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Step 8: View the Product in Your Store
On the Admin

menu, choose Customer View.

Customer View
THINGS TO REMEMBER
A grouped product is essentially a collection of simple associated products.

Simple and virtual products that are part of a grouped product cannot have custom
options.
Each item purchased appears individually in the shopping cart, rather than as part of the
group.
The thumbnail image in the shopping cart can be set to display the image from the
grouped parent product , or the associated product.

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Virtual Product

Virtual Product
Virtual products are used to represent non-tangible items such as memberships, services,
warranties, or subscriptions. Virtual products can be sold individually, or included as part of
the following product types:
l

Grouped Product

Bundle Product

Aside from the absence of the Weight field, the process of creating a virtual product and a
simple product is the same.

Virtual Product

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Virtual Product

CHAPTER 11: Creating Products

Step 1: Choose the Product Type
1.

On the Admin sidebar, tap Products. Then under Inventory, choose Catalog.

In the upper-right corner on the Add Product

menu, choose Virtual Product.

Add Virtual Product

Step 2: Choose the Product Template (Optional)
To choose the product template, do one of the following:
l

In the Search box, enter the name of the template.

In the list, choose the template that you want to use.

The form is updated to reflect the template.

Choose Template

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Virtual Product

Step 3: Complete the Required Fields
1.

In the Product Details section. do the following:
a.

Enter the product Name.

Either accept the default SKU that is based on the product name, or enter another value.

Enter the product Price.

Because the product is not yet ready to publish, set the Product Online switch to the “Off”
position.

Tap Save and continue with the next step.
With the required fields complete, the product can be saved as needed.

Step 4: Complete the Remaining Product Details
1.

Set Tax Class to one of the following:
l

None

Taxable Goods

To learn about requirements for the taxation of digital goods and services, see the white paper,
Identification & Taxability of Digital Products on the Avalara site.
2.

If you're ready to add Images, do one of the following:
l

Drag an image from your desktop, and drop it on the camera
Video box.

tile in the Images and

In the Images and Video box, tap the camera
tile, and navigate to the image file on your
computer. Then, select the image, and tap Open .

A placeholder appears until a product image is uploaded.
3.

If applicable, enter the Quantity of the product that is currently available.

To assign the product to a Category, do one of the following:
l

Start typing to find a match. Then, choose the Category.
Tap the Show List
icon to view the Category tree. Then, drill down through the available
categories, and tap each category that you want to assign to the product.
Tap New Category . Enter the Category Name and choose the Parent Category to determine
its position in the menu structure. Then, tap Create Category .

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Choose Category
5.

Enter the product Description directly into the text box, and format as needed. Then, tap
Submit. You can also use the WYSIWYG Editor, for additional control.

Product Details

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Virtual Product

Step 5: Publish the Product
1.

If you are ready to publish the product in the catalog, set the Product Online switch to the
“On”
position.

When complete, on the Save

menu, choose Save & Close .

Save & Close

Step 6: View the Product in Your Store
On the Admin

menu, choose Customer View.

Customer View
THINGS TO REMEMBER
Virtual products are used for non-tangible products such as services, subscriptions, and
warranties.
Virtual products are much like simple products, but without the Weight.

Shipping Options do not appear during checkout unless there is a tangible product in the
cart.

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Bundle Product
A bundle is a “build your own,” customizable product. Each item in a bundle can be based on
one of the following product types:
l

Simple Product

Virtual Product

Bundle Product

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Bundle Product

Customizing the Bundle
The selection of options in the bundle appears when the customer taps either the Customize
and Add to Cart button. Because the products that are included in the bundle vary, the SKU,
Price, and Weight can be set to either a dynamic or fixed value.
Minimum Advertised Price (MAP) is not available for Bundle products with dynamic pricing.

Customize Bundle
The following instructions walk you through the process of creating a bundle product with the
basic settings. After you complete the required settings and save the product, you can complete
the remaining information as needed.
Process Overview:
Step 1: Choose the Product Type
Step 2: Choose the Product Template
Step 3: Complete the Required Fields
Step 4: Complete the Remaining Product Details
Step 5: Add the Bundle Items
Step 6: Publish the Product
Step 7: View the Product in Your Store

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Step 1: Choose the Product Type
1.

On the Admin sidebar, tap Products. Then under Inventory, choose Catalog.

In the upper-right corner on the Add Product

menu, choose Bundle Product.

Add Bundle Product

Step 2: Choose the Product Template
To choose the product template, do one of the following:
l

In the Search box, enter the name of the template,

In the list, choose the template that you want to use.

The form is updated to reflect the template.

Choose Template

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Bundle Product

Step 3: Complete the Required Fields
1.

In the Product Details section. do the following:
a.

Enter the product Name.

Either accept the default SKU that is based on the product name, or enter a different
value. Then set the type of value to one of the following:

Dynamic

Fixed

To set the product Price, do the following:
l

If you want the price to change according to the options selected, leave Price blank, and
choose “Dynamic.”
To have a set price for the bundle, choose “Fixed,” and enter the Price.

Dynamic or Fixed SKU and Price
2.

Because the product is not yet ready to publish, set the Product Online switch to the “Off”
position.

Tap Save and continue with the next step.
Now that the required fields are complete, the product can be saved whenever needed.

Step 4: Complete the Remaining Product Details
1.

If the product is set to Fixed Pricing, set Tax Class to one of the following:
l

None

Taxable Goods

If you're ready to add a product image, do one of the following:
l

Drag an image from your desktop, and drop it on the camera
Videos box.

tile in the Images and

In the Images and Videos box, tap the camera
tile, and navigate to the image file on
your computer. Then, select the image, and tap Open .

A placeholder appears until a product image is uploaded.
3.

The Quantity field is grayed out because the value is determined by each item in the bundle.

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To choose how Weight is determined for shipping, do one of the following:
l

If you want the weight to change according to the options included, choose “Dynamic.”

For a set product weight, choose “Fixed,” and enter the Weight.

Dynamic or Fixed Weight
5.

To assign the product to a Category, do one of the following:
l

Start typing to find a match. Then, choose the Category.
Tap the Show List
icon to view the Category tree. Then, drill down through the available
categories, and tap each category that you want to assign to the product.
Tap New Category . Enter the Category Name and choose the Parent Category to
determine its position in the menu structure. Then, tap Create Category .

Categories
6.

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Enter the product Description directly into the text box, and format as needed. Then, tap
Submit . You can also use the WYSIWYG Editor for additional control.

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Bundle Product

Bundle Details

Step 5: Add the Bundle Items
1.

In the Bundle Items section, set Ship Bundle Items to one of the following:
l

Separately

Together

Tap Create New Option , Then, do the following:
a.

Enter an Option Title to be used field label.

Set Input Type to one of the following:

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Drop-down

Radio buttons

Checkbox

Multiple Select

To make the field a required entry, mark the Required checkbox.

New Option
d.

Tap Add Products to Option . Then, mark the checkbox of each product that you want to
include in this option. If there are many products, use the list filters and pagination
controls to find the products you need.

Tap Add Selected Products .

Add Selected Products

170

Choose one item to be the Default selection.

In the Default Quantity column, enter the quantity of each item that is to be added to the
bundle when a customer chooses the item.

To prevent customers from changing the quantity of any item, clear the User Defined
checkbox of any item that you do not want changed. By default, the quantity of all items
can be changed.

Repeat these steps for each item you want to add to the bundle.

To remove any item from the bundle, tap the Delete

Repeat these steps to add as many options as needed in the bundle.

icon.

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Bundle Product

When complete, tap Save .

Option Items

Step 6: Publish the Product
1.

If you are ready to publish the product in the catalog, set the Product Online switch to the
position.
“On”

On the Save

menu, choose Save & Close.

Save & Close

Step 7: View the Product in Your Store
On the Admin

menu, choose Customer View.

Customer View

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Input Controls
CONTROL
Drop-down

DESCRIPTION
Displays a drop-down list of options with the product name and price.
Only one item can be selected.

Radio Buttons

Displays a radio button for each option, followed by the product name
and price. Only one item can be selected.

Checkbox

Displays a checkbox for each option, followed by the product name
and price. Multiple items can be selected.

Multiple Select

Displays a list of options with the product name and price. To select
multiple items, hold down the Ctrl (or Option) key, and click each
item.

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Field Descriptions
FIELD

DESCRIPTION

SKU

Determines if each item is assigned a variable, dynamic SKU, or if a
fixed SKU is used for the bundle. Options include: Fixed / Dynamic.

Weight

Specifies the weight is calculated based on the items selected, or is
a fixed weight for the entire bundle. Options include:
Fixed / Dynamic.

Price View

Determines if the product price is shown as a range, from the least
expensive to the most expensive (Price Range), or with the least
expensive shown (As Low As). Options include: Price Range / As
Low As.

Ship Bundle Items

Specifies if individual items can be shipped separately.

THINGS TO REMEMBER
Customers can “build their own” bundle product.

Bundle items can be simple or virtual products without custom options.

The Price View can be set to a price range or to “As Low As.”

SKU and Weight can be either “Fixed” or “Dynamic.”

The Quantity can be a preset or user-defined value.

Bundle items can be shipped together or separately.

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Downloadable Product

CHAPTER 11: Creating Products

Downloadable Product
A downloadable product can be anything that you can deliver as a file, such as an eBook,
music, video, software application, or update. You can offer an album for sale, and sell each
song individually. You can also use a downloadable product to deliver an electronic version of
your product catalog.
Because the actual download doesn’t become available until after the purchase, you can provide
samples, such as an excerpt from a book, a clip from an audio file, or a trailer from a video that
the customer can try before purchasing the product. The files that you make available for
download can be either uploaded to your server, or from a different server.

Downloadable Product
Downloadable products can be configured to require that the customer log in to an account to
receive the link, or can be sent by email and shared with others. The status of the order before
the download becomes available, default values, and other delivery options are set in the
configuration. To learn more, see: Download Options .
The following instructions take you through the process of creating a downloadable product
with the basic fields. After you complete the required settings and save the product, you can
add images and complete the remaining product information as needed.

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Downloadable Product

Process Overview:
Step 1: Choose the Product Type
Step 2: Choose the Product Template
Step 3: Complete the Required Fields
Step 4: Complete the Remaining Product Details
Step 5: Complete the Downloadable Information
Step 6: Publish the Product
Step 7: View the Product in Your Store

Step 1: Choose the Product Type
1.

On the Admin sidebar, tap Products. Then under Inventory, choose Catalog.

In the upper-right corner on the Add Product

menu, choose Downloadable Product.

Add Downloadable Product

Step 2: Choose the Product Template (Optional)
The sample data includes a product template called “Downloadable” that has special fields for
downloadable products. You can use an existing template, or create another before the product
is saved. To use an existing template, do one of the following:
l

In the Search box, enter the name of the template.

In the list, choose the Downloadable template.

The form is updated to reflect the template.

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Choose Template

Step 3: Complete the Required Fields
1.

In the Product Details section. do the following:
a.

Enter the product Name.

Either accept the default SKU that is based on the product name, or enter another value.

Enter the product Price.

Because the product is not yet ready to publish, set the Product Online switch to the “Off”
position.

Tap Save and continue with the next step.
With the required fields complete, the product can be saved as needed.

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Downloadable Product

Step 4: Complete the Remaining Product Details
1.

Set Tax Class to one of the following:
l

None

Taxable Goods

To learn about requirements for the taxation of digital goods and services, see the white paper,
Identification & Taxability of Digital Products on the Avalara site.
2.

If you're ready to add a product image, do one of the following:
l

Drag an image from your desktop, and drop it on the camera
Videos box.

tile in the Images and

In the Images and Videos box, tap the camera
tile, and navigate to the image file on
your computer. Then, select the image, and tap Open .

A placeholder appears until a product image is uploaded.
3.

If applicable, enter the Quantity of the product that is currently available for download.

Skip the Weight field, and mark the Virtual / Downloadable checkbox, if necessary.

To assign the product to a Category, do one of the following:
l

Choose Category
6.

Enter the product Description directly into the text box, and format as needed. Then, tap
Submit . You can also use the WYSIWYG Editor , for additional control.

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Product Details

Step 5: Complete the Downloadable Information
The Downloadable Information is divided into two sections. The first section describes each
download link, and thesecond section describes each sample file. The default value for many of
these options can be set in the configuration.

Links
1.

In the Links section, enter the Title that you want to use as a heading for the download
links.

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Set Links can be purchased separately to one of the following:

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Downloadable Product

To offer multiple download links, such as to sell individual songs on an album, choose
“Yes.”
To offer a single download of this item, choose “No.”

Links Title
3.

Click Add New Link. Then, do the following:
a.

Enter the Title and Price of the download.

Choose one of the following distribution methods:

Attach File

Choose the File option. Then, browse to the file, and select it
to upload.

Enter Link

Choose the URL option, Then, enter the full URL to the
download file.

Set Shareable to one of the following:
No

Requires customers to log in to their accounts to access the
download link.

Yes

Sends the link by email, which customers can share with
others.

Do one of the following:
l

To limit downloads per customer, enter the number of Max. Downloads.

To allow unlimited downloads, mark the Unlimited checkbox.

Link Detail
4.

To add another link, click Add New Link. Then, repeat these steps.

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Samples
1.

In the Samples section, enter the Title that you want to use as a heading for the samples.

To complete the information for each sample, tap Add New Link .

Samples
3.

Complete the link detail as follows:
a.

Enter the Title of the individual sample.

Choose one of the following distribution methods:
Attach File

Choose the File option. Then, browse to the file, and select it
to upload.

Enter Link

Choose the URL option, Then, enter the full URL to the
sample file.

Downloadable product file names can include letters and numbers. You can to use either
a dash or underscore character to represent a space between words. Any invalid
characters in the file name are replaced with an underscore.

To add another sample, tap Add New Row , and repeat these steps.

To change the order of the samples, tap the sort

icon, and drag the sample to a

new position.

Sample Detail

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Downloadable Product

Step 6: Publish the Product
1.

If you are ready to publish the downloadable product in your catalog, set the Product Online
switch to the “On”
position.

On the Save

menu, choose Save & Close.

Save & Close

Step 7: View the Product in Your Store
On the Admin

menu, choose Customer View.

Customer View
THINGS TO REMEMBER
Downloadable products can be uploaded to the server, or linked to from another server on
the Internet.
You can determine the number of times a customer can download a product.

Customers who purchase a downloadable product can be required to log in before going
through checkout.
The delivery of a downloadable product can be made when the order is in either a
“Pending” or “Invoiced” state.

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Download Options
The downloadable configuration settings determine the default values and delivery options for
downloadable products, and specify if guests can purchase downloads.

To configure download options:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Catalog, choose Catalog.

Expand
a.

the Downloadable Product Options section, and do the following:

To determine the stage in the order workflow when the download becomes available, set
Order Item Status to Enable Downloads to one of the following:
l

Pending

Invoiced

To set a default limit on the number of downloads that a single customer can make, enter
the number in the Default Maximum Number of Downloads field.

Set Shareable to one of the following:

Yes

Allows customers to email the download link to others.

Prevents customers from sharing the download link with others by
requiring customers to log in to their accounts to access download links.

In the Default Sample Title field, enter the heading that you want to appear above the
selection of samples.

Sample Title

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In the Default Link Title field, enter the default text that you want to use for download
links.

If you want the download link to open in a new browser window, set Opens Links in New
Window to “Yes.” This setting is used to keep the browser window to your store open.

To determine how downloadable content is delivered, set Use Content Disposition to one
of the following:

Downloadable Product

Attachment

Delivers the download link by email as an attachment.

Inline

Delivers the download link as a link on a web page.

If you want to require that purchasers register for a customer account and log in before
purchasing a download, set Disable Guest Checkout if Cart Contains Downloadable
Items to “Yes.”

When complete, tap Save Config.

Downloadable Product Options

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Notes

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CHAPTER 12:

Basic Settings
The Basic Settings section is designed to help you create products quickly, and includes
Product Details, Images and Videos, Search Engine Optimization, and Websites.

Basic Settings

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Product Details
The Product Details section provides basic information about the product, and gives you the
ability to add attributes and categories as you define the product. To learn more, see the
instructions for each product type.

Product Details

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Product Details

Field Descriptions (Default Template)
FIELD
Name

SCOPE
Store View

DESCRIPTION
(Required) The name of the product, as you want it to
appear in the catalog.

SKU

Global

(Required) The Stock Keeping Unit is a unique
identifier for each individual product or service
provided. A default SKU is auto-generated, based on
the product name.

Price

Website

(Required) The retail price of the product.

Tax Class

Website

The tax class that is associated with the product.

Images and Videos

Store View

Displays the images and videos that are currently
available for the product.
Add Video

Associates a new video with
the product.

Quantity

Global

The number of items currently in stock.

Weight

Global

Determines if the product has weight, and specifies
the value for shipping calculations. In the United
States, weight is measured in pounds and ounces,
whereas countries on the metric system use grams
and kilograms. The unit of measurement defined for
your locale in the configuration.

Related Products

CHAPTER 13: Advanced Settings

Related Products
Related products are meant to be purchased in addition to the item the customer is viewing.
The customer can place the item in the shopping cart by simply clicking the checkbox. The
placement of the Related Products block varies according to theme and page layout. In the
example below, it appears at the bottom of the Product View page. With a 2 column layout, the
Related Product block often appears in the right sidebar.

Related Products

To set up related products:
1.

Open the product in edit mode.

In the panel on the left under Advanced Settings, choose Related Products.

Related Products

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Up-sells

In the upper-left corner, tap Reset Filter to list all the available products, or use the search
filters at the top of each column to find specific products.

In the list, mark the checkbox in the first column of any product you want to feature as a
related product.

When complete, tap Save .

Up-sells
Up-sell products are items that your customer might prefer instead of the product currently
considered. An item offered as an up-sell might be of a higher quality, more popular, or have
better profit margin. Up-sell products appear on the product page under a heading such as,
“You may also be interested in the following product(s).”

Upsell

To select up-sell products:
1.

Open the product in edit mode.

In the panel on the left under Advanced Settings, choose Up-sells.

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Cross-sells

CHAPTER 13: Advanced Settings

Upsell Product
3.

Tap Reset Filter to list all the available products, or use the search filters at the top of each
column to find specific products.

In the list, mark the checkbox in the first column of each product you want to feature as an upsell.

When complete, tap Save .

Cross-sells
Cross-sell items are similar to impulse purchases positioned next to the cash register in the
checkout line. Products offered as a cross-sell appear on the shopping cart page, just before the
customer begins the checkout process.

Cross-sells in Shopping Cart

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Cross-sells

To set up cross-sell products:
1.

Open the product in edit mode.

In the panel on the left under Advanced Settings, choose Cross-sells.

Cross-sell Products
3.

Tap Reset Filter to list all the available products, or use the search filters at the top of each
column to find specific products.

In the list, mark the checkbox in the first column of any product you want to feature as a crosssell for the product

When complete, tap Save .

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Design

CHAPTER 13: Advanced Settings

Design
The product Design settings give you the ability to apply a different theme to the product page,
and update the XML code that controls the page layout.

Design

Field Descriptions
FIELD
Custom Design

SCOPE
Store View

DESCRIPTION
To apply a custom theme, select the one you want
from the list of available themes.

Active From

Store View

If applying a custom theme for a period of time, enter
the beginning date, or select the date from the
Calendar.

Active To

Store View

If applying a custom theme for a period of time, enter
the ending date, or select the date from the Calendar.

Custom Layout Update

Store View

You can further customize the theme with XML
coding.

Page Layout

Store View

To apply a different layout to the product page, select
one of the following:

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Design

Field Descriptions (cont.)
FIELD

SCOPE

DESCRIPTION
No layout updates

This option is preselected by
default and does not apply
layout changes.

Empty

This option lets you define
your own layout, such as a 4column page. Requires an
understanding of XML.

1 column

Applies the 1-column layout.

2 columns with left

Applies the 2 column layout.

bar

Display product options in

Store View

2 columns with

Applies the 2-columns with

right bar

right bar layout.

3 columns

Applies the 3 column layout.

Options include: Product Info Column / Block after
Info Column

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Autosettings

CHAPTER 13: Advanced Settings

Autosettings
The Autosettings page includes attributes that are dependencies for other operations. For
example, the Set Product as New From / To values determine if the product appears in the
“New Products” block on the home page. You can use the default values for all of these fields, or
change them as needed.

Autosettings

Field Descriptions
FIELD
Short Description

SCOPE
Store View

DESCRIPTION
Provides a summary of the product description that
might appear on catalog pages, depending on theme.
It can also be used instead of the full description for
product RSS feeds that are sent to shopping sites.
Opens the editor in a popup window.

WYSIWYG Editor

Visibility

Store View

Determines the level of visibility the product has
throughout the store. Options:
Not visible individually
Catalog
Search
Catalog, Search

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Autosettings

Field Descriptions (cont.)
FIELD
Set Product as New from

SCOPE
Website

Date

DESCRIPTION
Sets the first date the product will be featured in the
“New Product” block on the home page. The date can
be typed in the box, or selected from the calendar.

Set Product as New to

Website

Date

Sets the last date the product will be featured in the
“New Product” block on the home page. The date can
be typed in the box, or selected from the calendar.

Country of Manufacture

Website

Identifies the country where the product was
manufactured.

Allow Gift Message

Global

Determines if a gift message can be added to an
order. Clear the checkbox to override the default
setting. Options: Yes / No

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Product Reviews

CHAPTER 13: Advanced Settings

Product Reviews
The Product Reviews page displays all reviews for the product. Reviews can be moderated and
edited in the same manner as from the Review page. To learn more, see: Product Reviews and
Product Ratings.

Product Reviews

To moderate a review:

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Open the product in edit mode.

In the panel on the left under Advanced Settings, choose Product Reviews.

Find a review with a status of “Pending,” and open the record in edit mode.

Edit the text of the review, as needed.

Set Status to one of the following:
l

Approved

Not Approved

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Product Reviews

Approving a Review
6.

When complete, tap Save Review .

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Notes

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Categories
Before you add products to your catalog, you need to establish the basic category structure
of your catalog. Every product must be assigned to at least one category. Categories are
usually created in advance, before products are added to the catalog. However, you can
also add categories “on the fly” while creating a product.
The category structure of your catalog is like an upside-down tree, with the root at the top.
Each section of the tree can be expanded and collapsed. Any disabled or hidden categories
are grayed out. The first level of categories below the root typically appear as options in the
main menu. Below that, you can have as many additional subcategories as you need.

Category Tree

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Controls
FIELD

DESCRIPTION

Add Root Category
Add Subcategory

Adds a subcategory below the current category or subcategory.

Collapse All / Expand All

Either collapses or expands the category tree.

Delete Category

Removes the current category or subcategory from the tree.

Reset
Save Category

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Creates a new root category.

Removes unsaved changes, and restores the previous settings.
Saves any changes made to the category.

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Creating Categories
The category structure of your catalog is represented as an upside-down tree, with the root at
the top. Each section of the tree can be expanded and collapsed. Any disabled or hidden
categories are grayed out. Categories can be dragged and dropped to other locations in the tree,
and each category has an ID number in parentheses after the category name at the top of the
page.

Category Tree

Process Overview:
Step 1: Create a Category
Step 2: Complete the General Information
Step 3: Complete the Display Settings

Step 1: Create a Category
1.

On the Admin sidebar, tap Products. Then under Inventory, choose Categories.

In the category tree, tap the parent category of the new category. The parent is one level above
the new category.
If you’re starting from the beginning without any data, there might be only two categories in
the list: “Default Category,” which is the root, and an “Example Category.”

Tap Add Subcategory .

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Step 2: Complete the General Information
1.

On the General Information tab, do the following:
a.

(Required) Enter the Name of the category.

(Required) To enable the category, set Is Active to “Yes.”

You can enter a URL Key for the category, or let the system automatically create one that
is based on the category name.

In the Description box, enter a paragraph or two of descriptive text for the category landing
page.

To display an Image at the top of the category landing page, tap Choose File , and choose the
image to upload.

Complete the following category meta data:
l

Page Title

Meta Keywords

Meta Description

(Required) To include the category in the main menu, set Include in Navigation Menu to “Yes.”

Tap Save Category .

Step 3: Complete the Display Settings
You can configure the category landing page to display both a static block and product list, or
one or the other. A static block can provide additional information, including text, images, and
even embedded video.
1.

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On the Display Settings tab, set Display Mode to one of the following:
l

Products Only

Static Block Only

Static Block and Products

If applicable, set CMS Block to the static block that you want to appear on the category page.

If you want this category page to display the “Filter by Attribute” section of layered navigation,
set Is Anchor to “Yes.”

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Clear the checkbox under Default Product Listing Sort By. Then select one of the available
values to sort the list. By default, all available attributes are listed. The default values typically
include:
l

Best Value

Name

Price

Display Settings
5.

When complete, tap Save Category .

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Modifying Categories
After a category is established, it can be edited, moved to another position in the category tree,
or deleted from the catalog. If your catalog is live, first consider how the change might impact
any existing links to products in the category. For example, if your product URLs include the
category path, and the category name is changed, any existing links to products in the category
will be broken. To avoid this problem, you can configure your catalog to automatically create a
permanent redirect if the URL key changes. You can also use the URL Rewrite tool to redirect
traffic from an old URL to a new one.

To move a category:
1.

On the Admin sidebar, tap Products. Then under Inventory, choose Categories.

To move a category, drag-and-drop the category to a new position in the tree. Changes to the
category structure are saved automatically.

To delete a category:
3.

In the category tree, select the category that you want to delete.
A deleted category cannot be restored, so make sure that you have selected the correct category
before proceeding.

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Tap Delete Category . Then when prompted to confirm, tap OK .

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Root Categories
The category structure is like an upside-down tree, with the root on top. All categories in your
catalog are nested below the root. Because the root category is the highest level of the catalog,
your store can have only one root category active at a time. You can, however, create additional
root categories for alternate catalog structures, different stores, and views. Cart price rule
conditions can be based on any category that is a child of the store’s root. The root category is
not visible to customers in the store, and does not have a URL key.

New Root Category

Process Overview:
Step 1: Create a New Root Category
Step 2: Add Subcategories to the New Root
Step 3: Apply the New Root Category to Your Store

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Step 1: Create a New Root Category
1.

On the Admin sidebar, tap Products. Then under Inventory, choose Categories.

Tap Add Root Category .

On the General Information tab, do the following:
a.

Enter a Name for the root category.

Set Is Active to “Yes.”

Enter the URL Key for the root category.

Enter a Description of the root category.

To upload an Image for the category, tap Choose File and select the image.

Complete the following meta data:

Page Title

Meta Keywords

Meta Description

To show the root category in the main menu, set Include in Navigation Menu to “Yes.”

On the Display Settings tab, set Is Anchor to “Yes.”

When complete, tap Save Category .

Step 2: Add Subcategories to the New Root

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In the category tree on the left, select the new root category that you created in the last step.

Tap Add Subcategory .

Enter a Name for the subcategory.

Set Is Active to “Yes.”

Tap Save Category .

Repeat this process to create as many subcategories as needed.

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New Root with Subcategory

Step 3: Apply the New Root Category to Your Store
1.

On the Admin sidebar, tap Stores. Then under Settings, choose All Stores.

Under Store, tap the Main Website Store link.

Set Root Category to the new root category.

When complete, tap Save Store .

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Hidden Categories
There are many ways to use hidden categories. You might want to create additional category
levels for your own internal purposes, but show only the higher-level categories to your
customers. Or, you might want to link to a category that is not included in the navigation
menu.

To create hidden categories:
1.

On the Admin sidebar, tap Products. Then under Inventory, choose Categories.

In the category tree, select the category you want to hide.

On the General Information tab, do the following:
a.

Set Is Active to “No.”

Set Include in Navigation Menu to “No.”

On the Display Settings tab, set Is Anchor to “No.”

Although the category is hidden, you can still create additional subcategories beneath it, and
make them active. Complete the following settings for each hidden subcategory:
a.

On the General Information tab, set Is Active to “Yes.”

On the Display Settings tab, set Is Anchor to “Yes.”

As active categories, you can now link to them from other places in your store, but they will not
appear in the navigation menu.
6.

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When complete, tap Save Category .

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General Information

General Information
The General Information tab contains the basic information about the category. You can
activate the category, enter meta data to improve the way the category is indexed by search
engines, define the URL key, and include the category in the main menu.

General Information

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General Information

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Field Descriptions
FIELD

DESCRIPTION

Name

(Required) The category name appears in the navigation, and also in
the URL key of the category page and associated product pages.

Is Active

(Required) To make this category available, select “Yes.”
Options: Yes / No

URL Key

The URL Key is a relative path to the category, and is automatically
generated when the category is saved. The URL Key must be all
lower-case characters, with no spaces. As a best practice, each
word is separated by a hyphen. If you edit the default URL key, a
custom redirect is created automatically. A root category does not
have a URL key.

Description

The category description, if used, appears below the category imageand before the product list.

Image

If supported by your theme, a thumbnail image can be associated
with each category and appear as part of the option in the main menu
of the store.

WYSIWYG Editor

Image

Opens the editor.
The category image, if used, appears at the top of the category page,
before the description and product list.
As an alternative, you can display a CMS static block in place of the
description and image. (See Category Display Settings.)

Browse

Locates the image file to be uploaded from the directory of your
system.

Page Title

The category page title appears in the browser tab and title bar. As a
best practice, the title should be not more than twelve words in
length, and should include a combination of primary and secondary
keywords.

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General Information

Field Descriptions (cont.)
FIELD
Meta Keywords

DESCRIPTION
Keywords are used by some search engines, and not by others. You
can use a keyword search tool to identify high value keywords that
relate to your category. A general rule is to use no more than thirty
keywords, or 180 characters. Avoid repeats, and empty words such
as “a,” “an,” “or” and “that.”

Meta Description

Enter a description of the category, using approximately twenty-five
words or 150 characters.

Include in Navigation

(Required) Determines if the category is included in the main menu.

Options:
Yes

Include this category in the top navigation,
select “Yes.”

Hides the category, although it is active.
Hidden categories do not appear in the top
navigation, but are included in layered
navigation.

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Display Settings

CHAPTER 14: Categories

Display Settings
The Display Settings determine which content elements appear on a category page and the
order in which products appear. You can enable CMS blocks, set the anchor status of the
category, and manage sorting options from the Display Settings tab.

Display Settings

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Display Settings

Field Descriptions
FIELD
Display Mode

DESCRIPTION
Determines the content elements displayed on the category page.
Options:
Products Only
Static Block Only
Static Block and Products

CMS Block

To display a CMS static block at the top of the category page, select
the name of the block from the list.

Is Anchor

When set to “Yes,” includes the “filter by attribute” section in the
layered navigation. Options: Yes / No

Available Product Listing

(Required) The default values are Position, Name, and Price. To

Sort By

customize the sorting option, clear the Use All Available Attributes
checkbox and select the attributes you want to use. You can define
and add attributes as needed.

Default Product Listing

(Required) To define the default “Sort By” option, clear the “Use

Sort By

Config Settings” checkbox and select an attribute.

Layered Navigation Price

By default, Magento displays the price range in increments of 10,

Step

100, and 1000, depending on the products in the list. To change the
Price Step range, clear the “Use Config Settings” checkbox.

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Custom Design

CHAPTER 14: Categories

Custom Design
The Custom Design tab gives you control over the look and feel of a category and all assigned
product pages, and page layout. You can customize a category page its assigned products for a
promotion or to differentiate the category. For example, you might develop distinctive design
for a brand or special line of products.

Custom Design

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Custom Design

Field Descriptions
FIELD

DESCRIPTION

Use Parent Category

Allows the current category to inherit the design settings from the

Settings

parent category. Options: Yes / No

Apply to Products

Applies the custom settings to all products in the category.
Options: Yes / No

Custom Theme

Applies a custom theme to the category.

Active From

The beginning of a date range that specifies the first day the theme is
to be used in the store. The date can be entered or selected from the
calendar.

Active To

The end of a date range that specifies the last day the theme is to be
used in the store. The date can be entered or selected from the
calendar

Page Layout

Applies a different layout to the category page. Options:
No layout updates

Pre-selected by default, and does not apply
layout changes to the category page.

Empty

Use to define your own page layout.
(Requires an understanding of XML.)

1 column

Applies a one-column layout to the category
page.

2 columns with left

Applies a two-column layout with a left

bar

sidebar to the category page.

2 columns with

Applies a two-column layout with a right

right bar

sidebar to the category page.

3 columns

Applies a three-column layout to the category
page.

Custom Layout Update

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Category Products

CHAPTER 14: Categories

Category Products
The Category Products tab lists the products that are currently assigned to the category. The
search filters at the top of each column are used to add and remove products from the category.

Category Products

Controls
FIELD

DESCRIPTION

Selection

The checkbox in the header of the first column can be used to select
or deselect all products.
The control in the first row determines the type of search, and can be
set to incude any record, or only those that are either assigned or not
assigned to the category. The checkbox in the first column of each
row identifies products to be added to the category. Options: Yes /
No / Any

Search Filters

The filter controls at the top of each column can be used to enter
specific values you want to either include or omit from the list,
depending on the Select All setting.

Reset Filter
Search

Clears all search filters.
Searches the catalog based on the filter criteria, and displays the
result.

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CHAPTER 15:

Using Product Attributes
Attributes are the building blocks of your product catalog, and describe specific
characteristics of a product. Attributes determine the type of input control that is used for
product options, provide additional information for product pages, and are used as search
parameters and criteria for layered navigation, product comparison reports, and
promotions. You can create as many attributes as you need to describe the products in
your catalog. Other attributes such as price, are built into the core Magento platform and
are referred to as “system attributes.”

Creating a New Attribute from an Open Product

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Adding an Attribute

CHAPTER 15: Using Product Attributes

Adding an Attribute
Although attributes are managed from the Stores menu, you can add new attributes “on the fly”
while working on a product. You can choose from the list of existing attributes, or create a new
attribute. The new attribute is added to the attribute set used by the product.

Process Overview:
Step 1: Add a New Attribute
Step 2: Describe the Basic Properties
Step 3: Describe the Advanced Properties
Step 4: Enter the Field Label
Step 5: Describe the Frontend Properties

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Adding an Attribute

Step 1: Add a New Attribute
1.

Open the product in edit mode. Under Product Details , tap Add Attribute.

New Attribute
2.

To add an existing attribute to the product, do one of the following:
l

Type the name of an existing attribute into the search box.

Click the search box, and choose an existing attribute from the list.

To define a new attribute, tap New Attribute. Then, do the following:

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Adding an Attribute

CHAPTER 15: Using Product Attributes

Step 2: Describe the Basic Properties
1.

On the Admin sidebar, tap Stores. Then under Attributes, choose Product.

Tap Add New Attribute .

Attribute Properties
3.

Under Attribute Properties, enter a Default Label to identify the attribute.

Set Catalog Input Type for Store Owner to the type in input control to be used for data entry.

For Dropdown and Multiple Select input types, do the following:

Under Manage Options, tap Add Option .

Enter the first value that you want to appear in the list. You can enter one value for the
Admin, and a translation of the value for each store view. If you have only one store view,
you can enter only the Admin value and it will be used for the storefront as well.

Tap Add Option and repeat the previous step for each option that you want to include in
the list.

Select Is Default to use the option as the default value.

If you want to require the customer to choose an option before the product can be purchased,
set Values Required to “Yes.”

Manage Options

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Step 3: Describe the Advanced Properties (if needed)
1.

Enter a unique Attribute Code in lowercase characters, and without spaces.

Advanced Attribute Properties
2.

Set Scope to indicate where in your store hierarchy the attribute can be used.

If you want to prevent duplicate values from being entered, set Unique Value to “Yes.”

To run a validity test of any data entered into a text field, set Input Validation for Store Owner
to the type of data that the field should contain. This field is not available for input types with
values that are selected. The test can validate any of the following:
l

Decimal Number

Integer Number

URL

Letters

Letters (a-z, A-Z) or Numbers (0-9)

Input Validation

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Step 4: Enter the Field Label
1.

Expand

the Manage titles section.

Enter a Title to be used as a label for the field. If your store is available in different languages,
you can enter a translated title for each view.

Manage Titles

Step 5: Describe the Storefront Properties
1.

In the panel on the left, choose Storefront Properties.

If the attribute is to be available for search, set Use in Search to “Yes.”

To include the attribute in Product Compare, set Comparable on Storefront to “Yes.”

For dropdown, multiple select and price fields, do the following:
a.

To use the attribute as a filter in layered navigation, set Use in Layered Navigation to
“Yes.”

to use the attribute in layered navigation on search results pages, set Use in Search
Results Layered Navigation to “Yes,”

In the Position field, enter a number to indicate the relative position of the attribute in the
layered navigation block.

To use the attribute in price rules, set Use for Promo Rule Conditions to “Yes,”

To allow the text to be formatted with HTML, set Allow HTML Tags on Frontend to “Yes.”
This setting makes the WYSIWYG editor available for the field.
To include the attribute in catalog page listings, set Visible on Catalog Pages on Storefront to
“Yes.”

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Adding an Attribute

Complete the following settings if supported by your theme:
a.

To include the attribute on the product detail page, set Visible on Catalog Pages on
Storefront to “Yes.”

To include the attribute in product listings, set Used in Product Listing to “Yes.”

To use attribute as a sort parameter for product listings, set Used for Sorting in Product
Listing to “Yes.”

When complete, tap Save Attribute .

Storefront Properties

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Attribute Input Types

CHAPTER 15: Using Product Attributes

Attribute Input Types
When viewed from the Admin, attributes are the fields that you complete when you create a
product. The input type that is assigned to an attribute determines the type of data that can be
entered and the format of the field or input control. From the standpoint of the customer,
attributes provide information about the product, and are the options and data entry fields
that must be completed to purchase a product.

PROPERTY

DESCRIPTION

Text Field

A single line input field for text.

Text Area

A multiple-line input field for entering paragraphs of text such as a
product description. You can use the WYSIWYG Editor to format the
text with HTML tags, or type the tags directly into the text.

Date

Date values can be entered by making a selection from a drop-down
list, or popup calendar

. Depending on your system configuration,

dates can be typed directly into a field, or selected from the calendar
or list. To format date and time values, see: Date & Time Custom
Options.
Yes/No

Displays a drop-down list with pre-defined options of “Yes” and “No.”

Dropdown

Displays a drop-down list of values. Only one item can be selected at
a time. The Dropdown input type is a key component of configurable
products.

Multiple Select

Displays a drop-down list of values. To select more than one option,
hold the Ctrl key down and click each item.

Price

This input type is used to create price fields that are in addition to the
predefined attributes, Price, Special Price, Tier Price and Cost. The
currency used is determined by your system configuration.

Media Image

Associates an additional image with a product, such as a product
logo, care instructions, or ingredients from a food label. When you
add a media image attribute to the attribute set of a product, it
becomes an additional image type, along with Base, Small, and
Thumbnail. The media image attribute can be excluded from the
thumbnail gallery, but can still be used.

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PROPERTY

Attribute Input Types

DESCRIPTION

Fixed Product Tax

Lets you define FPT rates based on the requirements of your locale.

Visual Swatch

Displays a swatch that depicts the color, texture, or pattern of the
product. A visual swatch can be filled with a hexadecimal color value,
or display an image.

Text Swatch

Displays a text value such as size. A text swatch looks like a button,
and can be used to represent an attribute value such as size.

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CHAPTER 15: Using Product Attributes

Date & Time Options
You can customize the format of date and time fields, and select the input control that is used
for data entry. Dates values can be selected from a drop-down list, or pop-up calendar.

Pop-up Calendar

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To format date/time fields:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, tap Catalog. Then, choose the Catalog option.

Expand the Date & Time Custom Options section, and do the following:
a.

To use a popup calendar as the input control for date fields, set Use JavaScript Calendar
to “Yes.”

To establish the Date Fields Order, set each to one of the following:

Month

Day

Year

Set your preferred Time Format to one of the following:
l

12h AM/PM

24h

To establish the Year Range for the drop-down year values, enter the year in YYYY format
to set the from and to dates. If blank, the field defaults to the current year.

Date & Time Custom Options
4.

When complete, tap Save Config .

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Notes

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MARKETING
Marketing Menu
Shopping Tools
Promotions
Communications
SEO & Search

Contents

Marketing Menu
Shopping Tools
Opportunities to Engage
Email a Friend
Wish List
Configuring the Wish List
Product Relationships
Compare Products
Recently Viewed / Compared Products
Product Reviews
Ratings

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Marketing Menu
The Marketing menu provides access tools for managing promotions, communications,
SEO, and user-generated content.

Marketing Menu

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CHAPTER 16: Marketing Menu

Promotions
Create catalog and cart price rules that trigger
discounts based on a variety of conditions. Set up
promotions that spring into action when the required
conditions are met.

Communications
Customize all notifications sent from your store.
Create newsletters and publish RSS feeds.

SEO & Search
Analyze search terms to help customers find products
in the store, manage meta data, and create a site
map. Use redirects to manage URL changes and avoid
broken links.

User Content
Leverage user-generated product reviews to create a
sense of community, and increase sales.

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CHAPTER 17:

Shopping Tools
Your store includes a set of shopping tools that create opportunities for customers to
interact with your store, and share the experience with friends.

Product Page

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Opportunities to Engage
Email a Friend
The Email a Friend link makes it easy for your
customers to share links to products with their
friends.

Wish List
A wish list is a list of products that a registered
customer can share with friends, or save to transfer to
the cart at a later date.

Compare Products
The Compare Products block lets your customers
quickly compare the features of one product with
another.

Product Reviews
Product reviews help build a sense of community, and
are considered to be more credible than any
advertising money can buy.

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Email a Friend

Email a Friend
The Email a Friend link makes it easy for your customers to share links to products with their
friends. In the Magento demo store, the Email a Friend link appears as an envelope icon. The
message template can be customized for your voice and brand. To prevent spamming, you can
limit the number of recipients for each email, and the number of products that can be shared
over a one-hour period.

Email a Friend

To configure Email a Friend:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Catalog, choose Email to a Friend.

Expand

the Email Templates section. Then, do the following:

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Email Templates

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Set Enabled to “Yes.”

Set Select Email Template to the template you want to use as the basis of the messages.

If you want to require that only registered customers can send email to friends, set Allow
for Guests to “No.”

In the Max Recipients field, enter the maximum number of friends who can be on the
distribution list for a single message.

In the Max Products Sent in 1 Hour field, enter the maximum number of products that
can be shared by a single user with friends over a one-hour time period.

Set Limit Sending By to one of the following methods to identify the sender of emails:
IP Address

(Recommended) Identifies the sender by the IP address of
the computer that is used to send the emails.

Cookie (unsafe)

Identifies the sender by browser cookie. This method is less
effective because the sender can delete the cookie to bypass
the limit.

When complete, tap Save Config.

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Email a Friend

To send email to a friend:
1.

On a catalog page, click the Email a Friend link. Then, do one of the following:
l

Complete the Message and enter the recipient Name and Email Address. To add more
recipients, do the following:
a.

Tap Add Invitee.

Enter the Name and Email Address of the additional person.
You can send the message to as many additional people as the configuration allows.

When ready to send the message, tap Send Email.

Email a Friend Form

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Wish List

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Wish List
A wish list is a list of products that a registered customer can share with friends, or save to
transfer to the cart at a later date. When wish lists are enabled, the Add to Wishlist link
appears on the category and product pages of each product in the store. Depending on the
theme, it might be a text link or a graphic image.
Shared wish lists are sent from a store email address, but the body of the message contains a
personalized note from the customer. You can customize the email template that is used when
wish lists are shared, and choose the store contact that appears as the sender.
Wish lists can be updated from the dashboard of the customer account, Items can be added or
transferred between the wish list and cart by the customer or by the store administrator.

Wishlist in Customer Account
When a product with multiple options is added to a wish list, any options that have been
selected by the customer are included in the wish list item description. For example, if the
customer adds the same pair of shoes, but in three different colors, each pair appears as a
separate wish list item. On the other hand, if the customer adds the same product to the wish
list multiple times, the product appears only once, but with an updated quantity that reflects
the number of times the product was added.

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Wish List

Configuring the Wish List
The configuration enables wish lists, and determines the email template and sender of email
messages that are used when a wish list is shared.

To configure the wish list:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Customers, choose Wish List.

Expand

the General Options section. Then, verify that Enabled is set to “Yes.”

General Options
4.

Expand

the Share Options section. Then, do the following:

Share Options

Set Email Sender to the store contact that appears as the sender of the message.

Set Email Template to the template to be used when a customer shares a wish list.

To limit the number of emails a customer can send in a batch, enter the Max Emails
Allowed to be Sent. The default value is 10, and the maximum allowed is 10,000.

To limit the size of the message, enter the Email Text Length Limit. The default value is
255.

Expand
following:

the My Wish List Link section. Then, set Display Wish List Summary to one of the

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Display number of items in wish list

Display item quantities

My Wish List Link
6.

When complete, tap Save Config.

Sharing a Wish List
Customers can manage their wish lists from the dashboard of their accounts. Store
administrators can also help customers manage their wish lists from the Admin.

Customer Dashboard with Wish List

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Wish List

To share your wish list:
1.

In the panel on the left of your customer account dashboard, choose My Wish List.

To add a comment to a specific item, hover over the image. Then type your Comment in the
box.

To share your wish list, do the following:

Tap Share My Wish List.

Enter the email address of each recipient, separated by a comma.

Enter a Message for the body of the email.

When you’re ready to send the message, tap Share Wish List.

Customer Dashboard with Wish List

To transfer an item to your cart:
1.

To add a single item, do the following:
a.

Hover over the item.

Enter the Qty that you want to add to the cart.

Tap Add to Cart.

To transfer all wish list items to the cart, tap Add All to Cart.

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Product Relationships

CHAPTER 17: Shopping Tools

Product Relationships
Products in your catalog can be promoted on other pages by defining the nature of the
relationship between the products. The options available are: Up-sell products, Related
products, and Cross-sell products.

Related Products
Related products are meant to be purchased in
addition to the item the customer is viewing. They
complement, enhance, or add optional features to the
product.

Up-sells
Up-sell products are items that are similar, but are
perhaps of a higher-quality, more popular, or have a
better profit margin than the item the customer is
considering.

Cross-sells
Cross-sell products are offered on the shopping cart
page as last-minute purchases before the checkout
process begins.

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Compare Products

Compare Products
Compare Products generates a detailed, side-by-side comparison of two or more products. You
can customize the report to include additional attributes or remove ones that you don’t want to
include. Depending on the theme, the Add to Compare link might be represented by an icon or
text.

Compare Products

To compare products:
1.

From your storefront, find the products that you want to compare, and click the Compare link
for each.

Depending on the theme and page layout, there might be a Compare Products block in the
sidebar. If so, you can mark the checkbox of the products to include in the report, and tap
Compare. The Compare Products report opens in a new window.

To print the report, tap Print This Page.

After navigating to other pages, you can click the link in the header or sidebar to return to the
report.
l

To remove a single product from the report, tap Delete

To remove all products from the report, click the Clear All link.

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Compare Products

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Recently Viewed/Compared Products

Set Show for Current to the website, store, or store view where the configuration applies.

In the Default Recently Viewed Products Count field, enter the number of recently viewed
products to appear in the list.

In the Default Recently Compared Products Count, enter the number of recently
compared products to appear in the list.

When complete, tap Save Config.

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Product Reviews

CHAPTER 17: Shopping Tools

Product Reviews
Product reviews help to build a sense of community, and are considered more credible than any
advertising money can buy. In fact, some search engines give sites with product reviews a
higher ranking than those without. For those who find your site by searching for a specific
product, a product review is essentially the landing page of your store. Product reviews help
people find your store, keep them engaged, and often lead to sales.
The configuration determines whether customers must open an account with your store before
writing product reviews, or if they can submit reviews as guests. Requiring reviewers to open an
account prevents anonymous submissions, and improves the quality of reviews.

Add Your Review
Customers can write reviews for any product in your catalog. Reviews can be written from the
product page by clicking the “Add Your Review” link. For products that haven't been reviewed,
the link says, “Be the first to review this product.” The Reviews tab lists all current reviews, and
the form that is used to submit a review.
The number of stars indicates the satisfaction rating. Visitors can click the link to read the
reviews and write their own. As an incentive, customers can receive reward points for
submitting a review. When a review is submitted, it is sent to the Admin for moderation. When
approved, the review is published in your store.

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Product Reviews

Reviews Tab

To configure product reviews:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under Catalog, select Catalog.

Expand

Set Allow Guests to Write Reviews according to your preference.

When complete, tap Save Config.

the Product Reviews section.

To moderate reviews:
1.

On the Admin sidebar, tap Marketing. Then under User Content, choose Reviews.

In the list, click a pending review to view the details, and edit if necessary.

To approve a pending review, change the Status from “Pending” to “Approved.” To reject a
review, select “Not Approved.”

When complete, tap Save Review.

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Product Ratings
When customers review a product, the default ratings are quality, price, and value. In addition
to these, you can add your own custom ratings. The five-star ratings that appear on catalog
pages are averaged for each product.

Ratings

To create your own ratings:

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On the Admin sidebar, tap Stores. Then under Attributes, choose Ratings.

In the upper-right corner, tap Add New Rating .

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Product Reviews

Ratings
3.

In the Rating Title section, enter the Default Value for the new rating. If applicable, enter the
translation for each store view.

Rating Title
4.

In the Rating Visibility section, set Visibility In to the store view where the rating is to be used.
(Hold down the Ctrl key to select multiple options.)
Ratings are not visible unless assigned to a store view.

In the Sort Order field, enter a number to determine the order of this rating when listed with
others.

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6.

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When complete, tap Save Rating .

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Promotions
In this section of the guide, you will learn how to
set up product relationships, and use price rules to
trigger discounts based on a variety of conditions.
You can use price rules to offer customer
incentives, such as to:
l

Send your best customers a coupon for a
discount on a specific product
Offer free shipping for purchases over a certain
amount
Schedule a promotion for a period of time

Price rules are set up in advance, and spring into
action whenever the required conditions are met.

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Contents

Catalog Price Rules
Multiple SKUs
Cart Price Rules
Coupon Codes

Coupon Report
Free Shipping Promotion
Buy X Get Y Free
Discount with Minimum Purchase

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Catalog Price Rules
Catalog price rules can be used to selectively offer products at a discounted price, based on
a set of conditions. Catalog price rules do not use coupon codes, because they are triggered
before a product is placed into the shopping cart.

Catalog Rules

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CHAPTER 18: Catalog Price Rules

Creating a Catalog Price Rule
Process Overview:
Step 1: Add a New Rule
Step 2: Define the Conditions
Step 3: Define the Actions
Step 4: Apply the Rule

Step 1: Add a New Rule
1.

On the Admin sidebar, tap Marketing. Then under Promotions, choose Catalog Price Rule.

In the upper-right corner, tap Add New Rule.
The options in the panel on the left include Rule Information, Conditions, and Actions.

312

On the Rule Information page, do the following:
a.

Complete the Rule Name and Description fields. These fields are for your internal
reference only.

Set Status to “Active.”

Select the Websites where the rule is to be available.

To establish the scope of the rule, do the following:
a.

Select the Websites where the promotion is to be available.

Select the Customer Groups to which this rule applies.

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Rule Information
5.

Set From and To dates to define the range of dates when the rule will be in effect. You can
either enter the dates, or select the dates from the Calendar
.
l

If you leave the dates blank, the rule is enabled as soon as the price rule is saved.

Enter a number to establish the Priority of this rule in relation to other rules.

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Step 2: Define the Conditions
Most of the available conditions are based upon existing attribute values. To apply the rule to
all products, leave the conditions blank.
1.

In the panel on the left, choose Conditions. The first rule begins:

Condition - Line 1
The statement has two bold links, which when clicked, display the options for that part of the
statement. If you save the condition without making additional selections, the rule applies to
all products.
l

Click the ALL link, and select “ALL” or “ANY.”

Click the TRUE link, and select “TRUE” or “FALSE.”

Leave the condition unchanged to apply the rule to all products.

You can create different conditions by changing the combination of these values.
If ALL of these conditions are TRUE:

Tap the Add
a.

button at the beginning of the next line.

In the list under Product Attribute, choose the attribute that you want to use as the basis
of the condition. For this example, the condition is “Attribute Set.”

Condition Line 2, Part 1
For an attribute to appear in the list, it must be configured to be used in promo rule conditions.
To learn more, see: .

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The selected condition appears in the statement, followed by two more bold links. The
statement now says:
If ALL of these conditions are TRUE:
Attribut Set

is …

Click the is link, and choose the comparison operator that describes the condition to be
met. In this example, the options are “IS” or “IS NOT.”

Then, click the ... “more” link, and choose the attribute set upon which the condition is
based.

Condition Line 2, Part 3
The selected item appears in the statement to complete the condition.
If ALL of these conditions are TRUE:
Attribute Set

is Default

To add another line to the statement, tap the Add
l

Conditions Combination

Product Attribute

button, and choose one of the following:

Then, repeat the process until the condition is complete.
If at any time you want to delete part of the statement, tap the Delete
the line.

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Step 3: Define the Actions
1.

In the panel on the left, select Actions.

Actions
2.

Under Pricing Structure Rules, set Apply to one of the following:
Apply as percentage of
original

Discounts item by subtracting a percentage from the original
price. For example:
Enter 10 in Discount Amount for an updated price that is 10%
less than the original price.

Apply as fixed amount

Discounts item by subtracting a fixed amount from original
price. For example:
Enter 10 in Discount Amount for an updated price that is $10
less than the original price.

Adjust final price to this
percentage

Discounts item by defining the final price based on percentage.
For example:
Enter 10 in Discount Amount for an updated price that is 10% of
the original price.

Adjust final price to
discount value
3.

Do one of the following:
l

316

Sets the price to a fixed amount.

Enter the Discount Amount.
To apply the discount amount to associated products, set Subproduct Discounts to “Yes.”
Select the pricing structure, and enter the Discount Amount.

To stop processing other rules after this rule is applied, set Discard Subsequent Rules to
“Yes.” This safeguard prevents customers from receiving multiple discounts for the same
product.

Tap Save and Continue Edit.

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Pricing Structure Rules

Step 4: Apply the Rule
As new rules are added, the prices and the priorities are recalculated accordingly.
1.

To apply a new rule immediately, do one of the following:
l

Tap Save and Apply.

From the Catalog Price Rules grid, tap Apply Rules.

Test the rule to make sure that it works correctly.

Apply Rules
When you create a new price rule, it might take an hour or so to become available. Make sure
to allow enough time for it to get into the system. Then, test the rule to make sure that it
works correctly. Unless otherwise specified, price rules are automatically processed with other
system rules each night.As new rules are added, Magento recalculates the prices and the
priorities accordingly.

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Price Rule with Multiple SKUs

CHAPTER 18: Catalog Price Rules

Price Rule with Multiple SKUs
A single price rule can be applied to multiple SKUs, which makes it possible to create a variety
of promotions based on a product, brand, or category. In the following illustration, multiple
products are selected for a catalog price rule.

To apply a price rule to multiple SKUs:
1.

On the Admin sidebar, tap Marketing. Then under Promotions, choose Catalog Price Rules.

Do one of the following:

Follow the instructions to create a catalog price rule.

Open an existing catalog price rule.

In the panel on the left, chooseConditions. Then, do the following:
a.

In the first line, set the first parameter to “ANY.”

If ANY of these conditions are TRUE
b.

If the price rule doesn't have a line for SKU, Tap Add
Then, in the list under Product Attribute, select SKU.

at the beginning of the next line.

Click the … “more” link to display more options. Then, tap the Chooser button to display
the list of available products.

In the list, select the checkbox of each product that you want to include. Then, tap Select
to add the SKUs to the condition.

Complete the rule, including any Actions to be taken when the conditions are met.

To apply the rule, tap Save Rule .
When you create a new price rule, it might take an hour or so to become available. Make sure to
allow enough time for it to get into the system. Then, test the rule to make sure that it works
correctly. Unless otherwise specified, price rules are automatically processed with other system
rules each night.

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CHAPTER 19:

Cart Price Rules
Cart price rules apply discounts to items in the shopping cart, based on a set of
conditions. The discount can be applied automatically as soon as the conditions are met,
or when the customer enters a valid coupon code. When applied, the discount appears in
the cart under the subtotal. A cart price rule can be used as needed for a season or
promotion by changing its status and date range.
Important! Cart price rules using the Payment Method condition are currently not working
correctly in the Magento storefront. Price rules activated either by a specific coupon or
automatically are not applied. They do, however, work correctly for orders created in the
Admin. Rules with payment method conditions that were created with a prerelease version of
Magento 2 or Magento 1.x, load correctly in the Admin. The recommended temporary
workaround is to create the order manually in the Admin.

Apply Coupon in Cart

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Creating a Cart Price Rule
Process Overview:
Step 1: Add a New Rule
Step 2: Define the Conditions
Step 3: Define the Actions
Step 4: Complete the Labels
Step 6: Apply the Rule

Step 1: Add a New Rule
1.

On the Admin sidebar, tap Marketing. Then under Promotions, choose Cart Price Rules.

Cart Price Rules
The options in the panel on the left include Rule Information, Conditions, Actions, and Labels.

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General Information
2.

Under General Information, complete the Rule Name and Description.

For the rule to go into effect immediately, set Status to “Active.”

To establish the scope of the rule, do the following:
a.

Select the Websites where the promotion is to be available.

Select the Customer Groups to which the promotion applies.
l

For the promotion to be available only to registered customers, do not select the
“NOT LOGGED IN” option.

To associate a coupon with the price rule, set Coupon to “Specific Coupon.” Then, do the
following:
a.

Enter a numeric Coupon Code that the customer must enter to receive the discount.

To set a limit on the number of times the coupon can be used, complete the following:

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Uses per Coupon

Determines how many times the coupon code can be used.
If there is no limit, leave the field blank.

Uses per Customer

Determines how many times the coupon code can be used
by the same registered customer who belongs to any of the
selected customer groups. The setting does not apply to
guest shoppers who are members of the NOT LOGGED IN
customer group, or to customers who shop without logging
in to their accounts. If there is no limit, leave the field
blank.

Coupon Settings

322

Use the Calendar

to set the From and To date range for the promotion.

Enter a number to determine the Priority of this price rule in relation to the Action settings of
other price rules that might be active at the same time. (Number 1 has the highest priority.)

To apply the rule to published listings in RSS feeds, set Public In RSS Feed to “Yes.”

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Creating a Cart Price Rule

Step 2: Define the Conditions
In this step, the conditions are described that must be met for an order to qualify for the
promotion. The rule goes into action whenever the set of conditions is met.

Conditions
1.

In the panel on the left, select Conditions. The first rule appears by default, and states:
If ALL of these conditions are TRUE:

The statement has two bold links which when tapped, display the selection of options for that
part of the statement. You can create different conditions by changing the combination of these
values. Do any of the following:
l

Click the ALL link, and select “ALL” or “ANY.”

Click the TRUE link and select “TRUE” or “FALSE.”

Leave the condition unchanged to apply the rule to all products.

Condition - Line 1
2.

Tap Add
at the beginning of the next line. Then, choose one of the following options from
the list to describe the condition that you want to set for the rule.
l

Product attribute combination

Products subselection

Conditions combination

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Cart Attribute

A condition can be based on any category that is a child of the store’s root category. When you
choose Products subselection > Product attribute > Category, the category tree shows the
available categories under the store root.

Choosing a Category for a Condition
For the condition in this example, we choose Product Attribute Combination, which says, “If
an item is FOUND in the cart with ALL of the conditions TRUE.” You could also change the
condition to “If an item is NOT FOUND in the cart with ANY of these conditions true:”

Condition - Line 2, Part 1
When you make a selection, the basic structure of the statement appears in the box with
additional links to mark where you can select information. Each bold word is a building block
that describes a different aspect of the condition. For this example, the selected condition is
that the price in the cart “equals or greater than 100.”

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Condition - Line 2, Part 1
For an attribute to appear in the list, its Use for Promo Rules Conditions property must be set to
“Yes.”

Click the ellipsis ... link, which means “there is more,” and enter the amount that triggers the
discount. The amount appears in the statement to complete the condition.

Completed Condition
4.

To add more conditions, tap Add

and define another condition.

You can repeat the process as many times as needed to describe the condition.
If at any time you want to delete part of the statement, click Delete

at the end of the line.

Step 3: Define the Actions
The shopping cart price rule actions describe how prices are updated when the conditions of
the rule are met.

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Cart Price Rule Actions
1.

In the panel on the left, choose Actions. Then, do the following:
a.

Set Apply to one of the following discount options:
Percent of product price
discount

Discounts item by subtracting a percentage from the
original price. The discount applies to each qualifying item
in the cart. For example:
Enter 10 in Discount Amount for an updated price that is
10% less than the original price.

Fixed amount discount

Discounts item by subtracting a fixed amount from original
price. The discount applies to each qualifying item in the
cart. For example:
Enter 10 in Discount Amount for an updated price that is
$10 less than the original price.

Fixed amount discount
for whole cart

Discounts the entire cart by subtracting a percentage from
the cart total. For example:
Enter 10 in Discount Amount to subtract 10% from the cart
total.

Buy X get Y free

326

Defines a quantity that the customer must purchase to
receive a quantity for free. (The Discount Amount is Y.)

Enter the Discount Amount as a number, without symbols. For example, depending on
the discount option selected, the number 10 might indicate a percentage, a fixed amount,
or a quantity of items.

In the Maximum Qty Discount is Applied To field, enter the maximum number of the
same product that can qualify for the discount in the same purchase.

To apply the discount to the shipping amount, set Apply to Shipping Amount to “Yes.”

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To stop processing other rules after this rule is applied, set Discard Subsequent Rules to
“Yes.” This safeguard prevents customers from receiving multiple discounts for the same
product.

To give the customer reward points for triggering the price rule, enter the number of points
the price rule is worth.

If you want to extend free shipping for orders that meet conditions, set Free Shipping to
one of the following:
l

For matching items only

For shipment with matching items

You can continue to define as many levels as needed to describe the conditions to be met.
2.

When complete, tap Save Rule.

Step 4: Complete the Labels
The label appears on the order below the subtotal to identify the discount. You can enter a
default label for all store views, or enter a different label for each view.
1.

In the panel on the left, choose Labels.

Do one of the following:
l

Under Default Label, enter the text for the Default Rule Label for All Store Views.

Under Store View Specific Labels, enter an appropriate label for each store view.

Default Label

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In the Store View Specific Labels section, enter the label text for each store view. For example,
if each store view is in a different language, enter the label translation for each view.

Step 5: Apply the Rule
1.

When complete, tap Save Rule.

Test the rule to make sure that it works correctly.
When you create a new price rule, it might take an hour or so to become available. Make sure
to allow enough time for it to get into the system. Then, test the rule to make sure that it
works correctly. Unless otherwise specified, price rules are automatically processed with other
system rules each night.As new rules are added, Magento recalculates the prices and the
priorities accordingly.

Cart Price Rule Saved

Field Descriptions
FIELD

DESCRIPTION

RULE INFORMATION
Rule Name

(Required) The name of the rule is for internal reference.

Description

A description of the rule should include the purpose of the rule, and
explain how it is used.

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Field Descriptions (cont.)
FIELD
Status

DESCRIPTION
(Required) Determines if the rule is currently active in the store.
Options: Active / Inactive

Websites

(Required) Identifies the websites where the rule can be used.

Customer Groups

(Required) Identifies the customer groups to which the rule applies.

Coupon

(Required) Indicates if a coupon is associated with the rule. Options:
No Coupon

No coupon is associated with the rule.

Specific Coupon

A specific coupon is associated with the rule.
Coupon Code

When prompted, enter
the Coupon Code that
the customer must enter
to take advantage of the
promotion.

Use Auto

Select the checkbox to

Generation

automatically generate
multiple coupon codes
that can be used with the
promotion.

Auto

Displays the Coupons Information section to
define the format of the coupon codes to be
generated.

Uses per Coupon

The number of times the coupon code can be used.

Uses per Customer

Determines how many times the coupon code can be used by the
same registered customer who belongs to any selected customer
group. Does not apply to guest shoppers who are members of the
NOT LOGGED IN customer group, or to customers who shop
without logging in to their accounts. For no limit, leave blank.

From

The first date the coupon can be used.

The last date the coupon can be used.

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Field Descriptions (cont.)
FIELD
Priority

DESCRIPTION
A number that indicates the priority of this rule in relation to others.
The highest priority is number 1.

Public in RSS Feed

Determines if the promotion is included in your store’s public RSS
feed. Options: Yes / No.

ACTIONS
Apply

Determines the type of calculation that is applied to the purchase.
Options:
Percent of product

Discounts item by subtracting a percentage

price discount

from the original price.
For example: Enter 10 in Discount Amount
for an updated price that is 10% less than the
original price.

Fixed amount

Discounts item by subtracting a fixed

discount

amount from original price.
For example: Enter 10 in Discount Amount
for an updated price that is $10 less than the
original price.

Fixed amount

Discounts the entire cart by subtracting a

discount for whole

fixed amount from the cart total.

cart

For example: Enter 10 in Discount Amount to
subtract $10 from the cart total.

Buy X Get Y Free

Defines a quantity that the customer must

(discount amount is

purchase to receive a quantity for free. (The

Discount Amount is Y.)

Discount Amount

(Required) The amount of discount that is offered.

Maximum Qty Discount is

Sets the maximum number of products that the discount can be

Applied To

applied to in the same purchase.

Discount Qty Step (Buy X)

Sets the number of products represented by “X” in a “Buy X Get Y
Free” promotion.

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Field Descriptions (cont.)
FIELD
Apply to Shipping Amount

DESCRIPTION
Determines if the discount can be applied to the cost of shipping.
Options: Yes / No.

Discard Subsequent
Rules

Determines if additional rules can be applied to this purchase. To
prevent multiple discounts from being applied to the same purchase,
select “Yes.” Options: Yes / No

Free Shipping

Determines if free shipping is included in the promotion, and if so, for
which items. Options:
No

Free shipping is not available when a coupon
that is based on the rule is used.

For matching items

Free shipping is available only for specific

only

items in the cart that match the rule.

For shipment with

Free shipping is available for the entire cart

matching items

when a coupon that is based on the rule is
used.

LABELS
Default Rule Label for All

A default label that identifies the discount and can be used for all

Store Views

store views.

Store View Specific Labels If applicable, a different label that identifies the discount for each
store view.

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Coupon Codes

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Coupon Codes
Coupons codes are used with cart price rules to apply a discount when a set of conditions is
met. For example, a coupon code can be created for a specific customer group, or for anyone
who makes a purchase over a certain amount. To apply the coupon to a purchase, the customer
can enter the coupon code in the cart, or possibly at the cash register of your “brick and mortar”
store. Here are a few ways that you can use coupons in your store:
l

Email coupons to customers

Produce printed coupons

Create in-store coupons for mobile users

Coupon codes can be sent by email, or included in newsletters, catalogs, and advertisements.
The list of coupon codes can be exported and sent to a commercial printer. You can also create
in-store coupons with a quick response code that shoppers can scan with their smart phones.
The QR code can link to a page on your site with more information about the promotion.

Method 1: Create a Specific Coupon
1.

Follow the instructions to create a cart price rule.

On the General Information page, set Coupon to “Specific Coupon.”
a.

Enter a numeric Coupon Code to be used with the promotion.

To limit the number of times the coupon can be used, complete the following:
l

Uses per Coupon

Uses per Customer

For unlimited use, leave these fields blank.
c.

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To make the coupon valid for a limited period of time, complete the From and To dates.
button next to each field. If you leave the date
To select the date, tap the Calendar
range empty, the rule will never expire.

Complete the cart price rule.

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Coupon Codes

Method 2: Generate a Batch of Coupons
1.

Follow the instructions to create a cart price rule.

On the General Information page, mark the Use Auto Generation checkbox.

In the panel on the left, choose Manage Coupon Codes. Then under Coupons Information, do
the following:

Manage Coupon Codes

In the Coupons Qty field, enter the number of coupons that you want to generate.

Enter the Code Length, not including the prefix, suffix, or separators.

Set the Code Format to one of the following:
l

Alphanumeric

Alphabetical

Numeric

(Optional) Enter a Code Prefix to be added to the beginning of the code.

(Optional) Enter a Code Suffix to be added to the end of the code.

(Optional) In the Dash Every X Characters field, enter the number of characters.between
each dash. For example, if the code is twelve characters long, and there is a dash every
four characters, it will look like this: xxxx-xxxx-xxxx. Dashes make codes easier to read
and enter.

After completing the code format, tap Generate. The list of generated codes appears below.

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Generated Coupon Codes

Coupons Report
The Coupons Report can be filtered for a specific store view, time period, order status, and price
rule,

Coupon Report Filters

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Coupon Codes

To run the report:
1.

On the Admin sidebar, tap Reports. Then under Sales choose Coupons.

If you have multiple store views, set Store View in the upper-left corner to establish the scope
of the report.

To refresh the sales statistics for the day, click the message at the top of the workspace.

To filters the data, so the following:
a.

Set Date Used to one of the following:
l

Order Created

Order Updated

The Order Updated report is created in real-time, and does not require a refresh.
b.

To define the period of time covered by the report, set Period to one of the following:
l

Day

Month

Year

Enter the From and To dates in M/D/YY format to define the date range of the report.

To print a report for a specific order status, set Order Status to “Specified,” Then, choose
the order status from the list.

Set omit rows without data from the report, set Empty Rows to “No.”

Do one of the following:
l

To include all coupon activity from all price rules, set Cart Price Rule to “Any.”
To include only activity that is related to a specific price rule, set Cart Price Rule to
“Specified,” Then, select the specific cart price rule in the list.

When ready to run the report, tap Show Report. The report appears at the bottom of the page.

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Free Shipping Promotion

CHAPTER 19: Cart Price Rules

Free Shipping Promotion
Free shipping can be offered as a promotion, either with, or without a coupon. A free shipping
coupon, or voucher, can also be applied to customer pick-up orders, so the order can be
invoiced and “shipped” to complete the workflow.
Some shipping carrier configurations give you the ability of offer free shipping based on a
minimum order. To expand upon this basic capability, you can use shopping cart price rules to
create complex conditions based on multiple product attributes, cart contents, and customer
groups.
Process Overview:
Step 1: Enable Free Shipping
Step 2: Create the Shopping Cart Price Rule
Step 3: Test the Rule

Step 1: Enable Free Shipping
1.

Enable Free Shipping in your store’s configuration.

Complete the free shipping settings for any carrier service that you want to use for free
shipping.

Step 2: Create a Shopping Cart Price Rule
1.

On the Admin sidebar, tap Marketing. Then under Promotions, choose Cart Price Rules.

Follow the steps below to set up the type of free shipping promotion that you want to offer.

Example 1: Free Shipping for Any Order
1.

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Complete the Rule Information settings as follows:
a.

Enter a Rule Name for internal reference.

Enter a brief Description to describe the rule.

Set Status to “Active.”

Set Website to “Main Website.” (Click to make sure the entry is selected.)

Select the Customer Groups to which the rule applies.

Set Coupon to one of the following:

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Free Shipping Promotion

To offer a free shipping promotion without a coupon, accept the default, “No
Coupon” setting.
To use a coupon with the price rule, select “Specific Coupon.” If necessary,
complete the instructions to set up a coupon.

In the panel on the left, choose Actions. Then under Pricing Structure Rules, do the
following:
a.

Set Apply to “Percent of product price discount.”

Set Apply to Shipping Amount to “Yes.”

Set Free Shipping to “For shipment with matching items.”

Price Rule Action
3.

In the panel on the left, choose Labels. Then, do one of the following:

Enter a Default Rule Label for All Store Views. This label is visible to the customer.

If your store is available in multiple stores, enter Store View Specific Labels for each view.

When complete, tap Save Rule.

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Example 2: Free Shipping for Orders Over $Amount
1.

Complete the General Information settings as described in the previous example.

In the panel on the left, choose Conditions.

Tap Add

to insert a condition. Then, do the following:

In the list under Cart Attribute, choose Subtotal.

Click the underlined is link, and choose “equals or greater than.”

Click the … “more” link, and enter a threshold value for the Subtotal, such as 100, to
complete the condition.

Condition
4.

5.
l

In the panel on the left, select Actions. Then, do the following:
a.

Set Apply to “Percent of product price discount.”

Set Apply to Shipping Amount to “Yes.”

Set Free Shipping to “For shipment with matching items.”

In the panel on the left, select Labels. Then, do one of the following:
Enter a Default Rule Label for All Store Views. The label is visible to the customer during
checkout.
If your store is available in multiple views, enter a label for each view, as needed.
When complete, tap Save Rule.

Step 3: Test the Rule
When you create a new price rule, it might take an hour or so to become available. Make sure
to allow enough time for it to get into the system. Then, test the rule to make sure that it
works correctly. Unless otherwise specified, price rules are automatically processed with other
system rules each night.

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Buy X Get Y Free

Buy X Get Y Free
This example shows how to set up a cart price rule for a “Buy X, Get Y Free” promotion. The
format of the discount is as follows:
Buy X quantity of product, get Y quantity for free.

Process Overview:
Step 1: Create a Cart Price Rule
Step 2: Define the Conditions
Step 3: Define the Actions
Step 4: Complete the Label
Step 5: Apply the Rule

Step 1: Create a Cart Price Rule
Complete Step 1 of the cart price rule instructions to complete the general information.

Step 2: Define the Conditions
Complete Step 2 of the shopping cart instructions to define the conditions for the price rule.
The conditions can be triggered by purchasing a specific product, making a purchase of a
certain amount, or any other scenario.

Step 3: Define the Actions
1.

In the panel on the left, choose Actions. Then, do the following:
a.

Set Apply to “Buy X get Y free (discount amount is Y).”

Set Discount Amount to 1. This is the quantity the customer will receive for free.

To limit the number of discounts that can be applied when the condition is met, enter the
number in the Maximum Qty Discount is Applied To field. For example, enter “1” to
discount only one item.

In the Discount Qty Step (Buy X) field, enter the quantity that the customer must
purchase to qualify for the discount.

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Buy X Get Y Free

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Buy X Get Y Free
2.

Tap Save and Continue Edit. Then, complete the rest of the rule as needed.

Step 4: Complete the Label
Complete Step 4 of the cart price rule instructions to enter the label that appears during
checkout.

Step 5: Apply and Test the Rule
When complete, tap Save Rule.
When you create a new price rule, it might take an hour or so to become available. Make sure
to allow enough time for it to get into the system. Then, test the rule to make sure that it
works correctly. Unless otherwise specified, price rules are automatically processed with other
system rules each night.

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Discount with Minimum Purchase

Discount with Minimum Purchase
Cart price rules can be used to offer a percentage discount based on a minimum purchase. In
the following example, a 25% discount is applied to all purchases over $200.00 in a specific
category. The format of the discount is as follows:
X% off all Y (category) over $Z dollars

Process Overview:
Step 1: Create a Shopping Cart Rule
Step 2: Define the Conditions
Step 3: Define the Actions

Step 1: Create a Shopping Cart Rule
Follow the basic instructions to create a cart rule.

Step 2: Define the Conditions
1.

In the panel on the left, choose Conditions.

Tap Add

at the beginning of the next line, and choose Product Attribute Combination.

Tap Add
Category.

at the beginning of the next line. Then in the list under Product Attribute, choose

Choose Condition to Add
a.

Click the … “more” link to display additional options.

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Category IS
b.

button to display the available categories. In the category tree, mark
Tap the Chooser
the checkbox of each category that you want to include. Then, press Enter to add the
categories to the condition.

Category Tree
4.

Tap Add

at the beginning of the next line, and do the following:

In the list under Cart Item Attribute, choose Price in cart.

Click the first underlined parameter, IS. Then in the list, choose “equals or greater than.”

Click the ... “more” link and enter the amount that the Price in Cart must be to meet the
condition. For example, enter 200.00.

Enter the Price to Complete the Condition
5.

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Tap Save and Continue Edit .

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Discount with Minimum Purchase

Step 3: Define the Actions
1.

In the panel on the left, choose Actions. Then, do the following:

Actions

Set Apply to “Percent of product price discount.”

Enter the Discount Amount. For example, enter 25 for a twenty-five percent discount.

If you want to prevent the purchase from qualifying for additional promotions, set Stop
Further Rules Processing to “Yes.”

Tap Save and Continue Edit . Then, complete the rule as needed.

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Notes

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Communications
One of the tasks to complete before launching
your store is to review the email templates that are
used for all communications sent from your store
to make sure that they reflect your brand. In this
section of the guide, you will learn how to
customize email and newsletter templates, as
well as PDF invoices and packing slips. You will
also learn how to personalize the content with
variables and markup tags.

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Contents

Email Templates
Supported Email Clients
Preparing Your Email Logo
Configuring Email Templates

Sales Emails
Payment Failed Emails
Customizing Email Templates
Header Template
Footer Template
Message Template
Email Template List
Sales Documents
Preparing Your Invoice Logo

Adding Reference IDs to Header
Customer Address Templates
Newsletters
Configuring Newsletters
Newsletter Templates
Sending Newsletters

Managing Subscribers
RSS Feeds
Using Variables
Adding Predefined Variables
Adding Custom Variables
Markup Tags

Using Markup Tags in Links
Variable Reference

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Email Templates
Email templates define the layout, content, and formatting of automated messages sent
from your store. They are called transactional emails1 because each one is associated
with a specific type of transaction, or event.
Magento includes a set of responsive email templates that are triggered by a variety of
events that take place during the operation of your store. Each template is optimized for
any screen size, and can be viewed from the desktop, as well as on tablets and
smartphones. You will find a variety of prepared email templates related to customer
activities, sales, product alerts, admin actions, and system messages that you can
customize to reflect your brand.

1An automated email message that is sent in response to a specific event or transaction.

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Supported Email Clients

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Supported Email Clients
A wide range of technologies is supported by the various email clients and services available
today. Although there is some variation in the way email messages are rendered, we have found
the following services to be compatible with Magento Community Edition 2.0.

Desktop Clients
OPERATING SYSTEM

CLIENTS SUPPORTED

OS X 10.8

Apple Mail 6

OS X 10.7

Outlook 2011
Outlook 2013

Windows 8

Outlook 2010

Windows 7

Outlook 2007
Outlook 2003

Mobile Clients
OPERATING SYSTEM

CLIENTS SUPPORTED

Android 4.2, “Jelly Bean”

Native email app

Android 2.3, “Gingerbread”

Native email app

Gmail App (Android 4.2)

Native email app

Blackberry 5 OS

Native email app

IOS 8

iPhone 6
iPhone 6 Plus

IOS 7

iPad (Retina)
iPad Mini
iPhone 5s
Mail on these devices:

IOS 6

iPhone 5
iPhone 4s

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Supported Email Clients

Web Clients
EMAIL APPLICATION
AOL Mail

BROWSERS SUPPORTED*
Chrome
Internet Explorer
Firefox

Gmail

Chrome
Internet Explorer
Firefox

Yahoo! Mail

Chrome
Internet Explorer
Firefox

Outlook.com

Chrome
Internet Explorer
* The latest version of each browser was used for testing.

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Preparing Your Email Logo

CHAPTER 20: Email Templates

Preparing Your Email Logo
Logos can be saved as any of the following file types. Logos with transparent backgrounds can
be saved as either .gif or .png files.
l

jpg / jpeg

gif

png

To ensure that your logo renders well on high-resolution devices, the uploaded image should be
three times the size of the dimensions that are specified in the header template. Typically,
original logo artwork is created as a vector image, so it can be scaled up without losing
resolution. The image can then be saved in one of the supported bitmap image formats.

Logo Three Times Display Size
To take advantage of the limited vertical space in the header, make sure to crop the image to
eliminate any wasted space at the top or bottom. When editing the image, be careful to
preserve the aspect ratio1 of the logo, so the height and width resize proportionally.
As a general rule, you can make an image smaller than the original, but not larger without
losing resolution. Taking a small image and scaling it up in a photo editor lowers the
resolution of the image. For example, if the display dimensions of the logo are 168 pixels wide
by 48 pixels high in the header template, the uploaded image should be 504 pixels wide by 144
pixels high.

LOGO DIMENSIONS

1 X (DISPLAY SIZE)

3 X (IMAGE SIZE)

Width:

168 px

504 px

Height:

48 px

144 px

1The proportional relationship between the width and height of an image.

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Configuring Email Templates

Configuring Email Templates
The configuration determines the logo, as well as the header and footer templates that are used
for all email messages sent from your store.

Emails

Process Overview:
Step 1: Upload Your Logo
Step 2: Select the Header and Footer Templates

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Configuring Email Templates

CHAPTER 20: Email Templates

Step 1: Upload Your Logo
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under General, choose Design.

Expand

the Emails section. Then, do the following:

To upload your prepared Logo Image, tap Browse. Find the file on your computer, and
select the file.

In the Logo Image Alt field, enter alternate text to identify the image.

Enter the Logo Width and Logo Height in pixels. Enter each value as a number, without
the “px” abbreviation. These values refer to the display dimensions of the logo in the
header, and not to the actual size of the image.

Step 2: Choose the Header and Footer Templates
If you have custom header and footer templates for your store, or for different stores, you can
specify which templates are used for each, according to the scope of the configuration.

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Choose the Header Template to be used for all transactional email messages.

Choose the Footer Template to be used for all transactional email messages.

When complete, tap Save Config.

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Configuring Email Templates

Field Descriptions
FIELD
Logo Image

SCOPE
Store View

DESCRIPTION
Identifies the logo file that appears in the header of
transactional email messages. To support highresolution displays, it is recommended that you upload
an image that is three times the display dimensions.
For example, if the actual display dimensions of the
logo are 100 pixels high and 200 pixels wide, you
should upload an image that is 300 pixels high and 600
pixels wide.
To delete the current image and upload another, select
the Delete Image checkbox. Then, browse to select
the new image. Allowed file types:
.jpg / .jpeg
.gif
.png

Logo Image Alt

Store View

Enter alternative text that appears if the logo image is
not available.

Logo Width

Store View

Enter the display width of the image in pixels, as a
number. Do not include the “px” abbreviation. It is
important to specify both width and height to preserve
the aspect ratio when the image is rendered at
different sizes.

Logo Height

Store View

Enter the display height of the image in pixels, as a
number. Do not include the “px” abbreviation. It is
important to specify both width and height to preserve
the aspect ratio when the image is rendered at
different sizes.

Header Template

Store View

Select the template to be used for the header of all
transactional email messages.

Footer Template

Store View

Select the template to be used for the footer of all
transactional email messages.

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Configuring Email Templates

CHAPTER 20: Email Templates

Configuring Sales Email
A number of email messages are triggered by the events related to an order, and the
configuration is similar. You must identify the store contact that appears as the sender of the
message, the email template to be used, and anyone else who is to receive a copy of the
message.

Sales Emails

Step 1: Update the Email Templates
Make sure that you have updated each email template to reflect your brand. For a complete
list of templates, see: Email Template List.

Step 2: Configure the Sales Emails

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On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Sales, choose Sales Emails.

Expand

the Order section. Then, do the following:

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Configuring Email Templates

Order

Verify that Enabled is set to “Yes.”

Set New Order Confirmation Email to the store contact that appears as the sender of the
message.

Set New Order Confirmation Template to the template that is used for the email that is
sent to registered customers.

Set New Order Confirmation Template for Guest to the template that is used for the
email that is sent to guests who do not have an account with your store.

In the Send Order Email Copy To field, enter the email address of anyone who is to
receive a copy of the new order email. If sending a copy to multiple recipients, separate
each address with a comma.

Set Send Order Email Copy Method to one of the following:
Bcc

Sends a “blind courtesy copy” by including the recipient in the
header of the same email that is sent to the customer. The BCC
recipient is not visible to the customer.

Separate Email

Sends the copy as a separate email.

Expand

the Order Comments section, and repeat these steps.

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Order Comments
5.

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Complete the configuration for the remaining sales emails:
l

Invoice

Shipment

Credit Memo

When complete, tap Save Config.

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Configuring Email Templates

Payment Failed Email
A notification is sent to the customer if the payment method that is chosen during checkout
fails to complete the transaction.

Payment Failed Emails

Step 1: Update the Email Templates
Make sure that you have updated each email template to reflect your brand. For a complete
list of templates, see: Email Template List.

Step 2: Configure the Payment Failed Emails
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Sales, choose Checkout.

Expand

the Payment Failed Emails section. Then, do the following:

Set Payment Failed Email Receiver to

Set Payment Failed Email Sender to the store contact that appears as the sender of the
message.

Set Payment Failed Template to the template that is used for the email that is sent when
the payment method fails during checkout.

In the Send Payment Failed Email Copy To field, enter the email address of anyone who
is to receive a copy of the payment failed notification. If sending a copy to multiple
recipients, separate each address with a comma.

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Send Payment Failed Copy Method to one of the following:
Bcc

Sends a “blind courtesy copy” by including the recipient in the
header of the same email that is sent to the customer. The BCC
recipient is not visible to the customer.

Separate Email

Sends the copy as a separate email.

When complete, tap Save Config.

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CHAPTER 20: Email Templates

Customizing Email Templates

Customizing Email Templates
Magento includes a default email template for the body section of each message that is sent by
the system. The template for the body content is combined with the header and footer
templates to create the complete message. The content is formatted with HTML and CSS, and
can be easily edited, and customized by adding variables and frontend apps. Email templates
can be customized for each website, store, or store view. Make sure to update the system
configuration after creating a customized template, so the custom template is used instead of
the default.
The default templates include your logo and store information, and can be used without further
customization. However as a best practice, you should view each template, and make any
necessary changes before they are sent to customers.

Preview of Welcome Template

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CHAPTER 20: Email Templates

Header Template
The email header template includes your logo that is linked to your store. In addition, you can
easily insert variables to add store contact information to the header.

Email Templates

Process Overview:
Step 1: Load the Template
Step 2: Customize the Template
Step 3: Preview the Template
Step 4: Update the Configuration

Step 1: Load the Default Template
1.

On the Admin sidebar, tap Marketing. Then under Communications, choose Email Templates.

Tap Add New Template. Then, do the following:
a.

In the Template list under Magento_Email, choose “ Header.”

Tap Load Template.

Default Header Template

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Customizing Email Templates

Step 2: Complete the Template Information
1.

In the Template Name field, enter a name for your custom header.

Enter a Template Subject to help organize the templates. The list of templates can be sorted
and filtered by the Subject column.

Header Template Information

Step 3: Customize the Template Content
1.

In the Template Content box, modify the HTML as needed.
When working in the template code, be careful not to overwrite anything that is enclosed in double
braces.

Template Content
2.

To insert a variable, position the cursor in the code where you want the variable to appear, and
tap Insert Variable. Then, choose the variable that you want to insert.
When a variable is selected, a markup tag for the variable is inserted in the code.

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CHAPTER 20: Email Templates

Insert Variable
Although he Store Contact variables are the ones most often included in the header, you are
not limited to the variables in this list. You can enter the code for any system or custom
variable directly into the template.
3.

If you need to make any CSS declarations, enter the styles in the Template Styles box.

When you are ready to review your work, tap Preview Template. Then, make adjustments to the
template as needed.

When complete, tap Save Template.
Your custom header now appears in the list of available Email templates.

Step 4: Update the Configuration

362

In the list, tap the new header to reopen the template in edit mode.

Tap the last link in the breadcrumb trail at the top of the Template Information section. Then,
expand
the Emails section.

Set Header Template to the name of the new header template.

When complete, tap Save Config.

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Customizing Email Templates

Header Template Configuration

Field Descriptions
FIELD

DESCRIPTION

LOAD DEFAULT TEMPLATE
Template

Lists the selection of available templates, and identifies the template
to be customized.

TEMPLATE INFORMATION
Template Name
Insert Variable

The name of your custom template.
Inserts a Store Contact Information variable into the template at the
cursor location.

Template Subject

The Template Subject appears in the Subject column, and can be
used to sort and filter the templates in the list.

Template Content

The content of the template in HTML.

Template Styles

Any CSS style declarations that are needed to format the template
header can be entered in the Template Styles box.

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CHAPTER 20: Email Templates

Footer Template
The email template footer contains the closing and signature line of the email message. You can
change the closing to fit your style, and add additional information, such as the company
name and address below your name.

Email Templates

Process Overview:
Step 1: Load the Template
Step 2: Customize the Template
Step 3: Preview the Template
Step 4: Update the Configuration

Step 1: Load the Default Template
1.

On the Admin sidebar, tap Marketing. Then under Communications, choose Email Templates.

Tap Add New Template. Then, do the following:
a.

In the Template list under Magento_Email, choose “ Footer.”

Tap Load Template.

Default Footer Template

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Customizing Email Templates

Step 2: Complete the Template Information
1.

In the Template Name field, enter a name for your custom footer.

Enter a Template Subject to help organize the templates. The list of templates can be sorted
and filtered by the Subject column.

Footer Template Information

Step 3: Customize the Template Content
1.

In the Template Content box, modify the HTML as needed.
When working in the template code, be careful not to overwrite anything that is enclosed in double
braces.

Template Footer Content
2.

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CHAPTER 20: Email Templates

Insert Variable
Although the Store Contact variables are the ones most often included in the footer, you are not
limited to the variables in this list. You can enter the code for any system or custom variable
directly into the template.
3.

If you need to make any CSS declarations, enter the styles in the Template Styles box.

When you are ready to review your work, tap Preview Template. Then, make adjustments to the
template as needed.

When complete, tap Save Template.
Your custom footer now appears in the list of available Email templates.

Step 4: Update the Configuration

366

In the list, tap the new footer to reopen the template in edit mode.

Tap the last link in the breadcrumb trail at the top of the Template Information section. Then,
expand
the Emails section.

Set Footer Template to the name of the new template.

When complete, tap Save Config.

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CHAPTER 20: Email Templates

Customizing Email Templates

Footer Template Configuration

Field Descriptions
FIELD

DESCRIPTION

LOAD DEFAULT TEMPLATE
Template

Lists the selection of available templates, and identifies the template
to be customized.

TEMPLATE INFORMATION
Template Name
Insert Variable

The name of your custom template.
Inserts a Store Contact Information variable into the template at the
cursor location.

Template Subject

The Template Subject appears in the Subject column, and can be
used to sort and filter the templates in the list.

Template Content

The content of the template in HTML.

Template Styles

Any CSS style declarations that are needed to format the template
footer can be entered in the Template Styles box.

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CHAPTER 20: Email Templates

Message Templates
The process of customizing the body of each message is the same as the customizing the header
or footer. The only difference is that a different template is used for each activity or event. You
can use the templates as they are, or customize them to match your voice and brand. You
might start with the most important messages, such as those related to customer accounts and
activities. The selection of variables varies by template. In addition to the standard Store
Contact Information, some templates have additional variables available. For a complete list,
see the Email Template List at the end of this section.
Process Overview:
Step 1: Load the Template
Step 2: Customize the Template
Step 3: Preview the Template
Step 4: Update the Configuration

Step 1: Load the Default Template
1.

On the Admin sidebar, tap Marketing. Then under Communications, choose Email Templates.

Tap Add New Template. Then, do the following:
a.

In the Template list, choose the message template that you want to customize.

Tap Load Template.

Default Message Template

Step 2: Complete the Template Information

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In the Template Name field, enter a name for your custom footer.

By default, the Template Subject contains the first line of the message, which is the
salutation. You can leave it as is, or enter something more descriptive. Because the Template
Subject can be used to sort the list, try to choose a word or phrase can applies to multiple
messages. For ideas, see the Email Template List at the end of this section.

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Customizing Email Templates

Message Template Information

Step 3: Customize the Template Content
1.

In the Template Content box, modify the HTML as needed.
When working in the template code, be careful not to overwrite anything that is enclosed in double
braces.

Template Message Content
2.

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CHAPTER 20: Email Templates

Insert Variable
In addition to the Store Contact variables, the list includes the Customer Account URL,
Customer Email, and Customer Name. However, you are not limited to the variables in this
list. You can enter the code for any system or custom variable directly into the template.
3.

If you need to make any CSS declarations, enter the styles in the Template Styles box.

When you are ready to review your work, tap Preview Template. Then, make adjustments to the
template as needed.

When complete, tap Save Template.
Your custom footer now appears in the list of available Email templates.

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Customizing Email Templates

Step 4: Update the Configuration
1.

In the list, tap the new message template to reopen it in edit mode.

In the breadcrumb trail at the top of the Template Information section, take note of the section
after the last link. Tap the link to open the configuration page.

Expand
the section. For this example, the template is located in the Create New Account
Options section.

Find the email template field in the form, and choose the new template that you created.

Welcome Email Configuration
5.

When complete, tap Save Config.

Field Descriptions
FIELD

DESCRIPTION

LOAD DEFAULT TEMPLATE
Template

Lists the selection of available templates, and identifies the template
to be customized.

TEMPLATE INFORMATION
Template Name
Insert Variable

Template Subject

The name of your custom template.
Inserts a variable into the template at the cursor location.
The Template Subject appears in the Subject column, and can be
used to sort and filter the templates in the list.

Template Content

The content of the template in HTML.

Template Styles

Any CSS style declarations that are needed to format the template
can be entered in the Template Styles box.

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Email Template List

CHAPTER 20: Email Templates

Email Template List
Email Templates
Customer Account

Product Alerts

New Account

Product Alerts Cron Error

New Account Confirmation Key

Product Price Alert

New Account Confirmed

Product Stock Alert

New Account Without Password

Forgot Password

New Order / New Order for Guest

Remind Password

Order Update / Order Update for Guest

Reset Password

Payment Failed

Customer Activity

Order

Invoice

Contact Form

New Invoice / New Invoice for Guest

Send Product Link to Friend

Invoice Update / Invoice Update for Guest

Wishlist Sharing

Newsletters
l

Subscription Confirmation

Subscription Success

Unsubscription Success

Shipment
l

New Shipment / New Shipment for Guest
Shipment Update / Shipment Update for
Guest

Credit Memo
l

Credit Memo Update

Credit Memo Update for Guest

New Credit Memo

New Credit Memo for Guest

Product Alert
l

Cron Error Warning

Price Alert

Stock Alert

Promotions
l

Promotion Notification / Reminder

Admin Activity
l

Forgot Admin Password

Reset Password

System Notifications
l

Sitemap Generate Warnings

Currency Update Warnings

Email Templates

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Email - Footer

Email - Header

Export Failed

Import Failed

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CHAPTER 21:

Sales Documents
In addition to the email messages related to a sale, your store generates invoices, packing
slips, and credit memos in both HTML and PDF formats. Before your store goes live, make
sure to update these documents with your logo and store address. You can customize the
address format, and also include additional information for reference.
l

Invoices

Packing Slips

Credit Memos

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CHAPTER 21: Sales Documents

Preparing Your Invoice Logo
Unlike the logo images used in HTML, the logo for PDF invoices and other sales documents can
be a high-resolution, 300 dpi image. However, the image must be rendered to fit a space that is
200 pixels wide by 50 pixels high. Be careful to preserve the aspect ratio when you resize the
logo. Resize the logo to fit the height, and don’t worry about any unused space to the right.

200 x 50 pixels
One way to resize your logo to fit the required size is to create a new, blank image with the
correct dimensions. Then, paste your logo image and resize it to fit the height. With most
image editing programs, you can either scale it by a percentage to preserve the aspect ratio, or
hold down the shift key and manually resize the image.

To configure invoices and packing slips:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration. Then in the
panel on the left, under Sales, choose Sales.

Expand

the Invoice and Packing Slip Design section. Then, do the following:

Invoice and Packing Slip Design

374

To upload the Logo for PDF Print-outs, tap Choose File. Find the logo that you have
prepared, and tap Open.

To upload the Logo for HTML Print View,tap Choose File. Find the logo that you have
prepared, and tap Open.

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Preparing Your Invoice Logo

Enter your address as you want it to appear on invoices and packing slips.

When complete, tap Save Config.
For reference, a thumbnail of the uploaded image appears before each field. Don’t worry if the
thumbnail appears distorted. The proportion of the logo will be correct on the invoice.

To replace an image:
1.

Tap Choose File and choose a different logo file.

Mark the Delete Image checkbox for the image you want to replace.

Tap Save Config.

Image Formats
FORMAT

REQUIREMENTS

PDF
File Format

jpg (jpeg), png, tif (tiff)

Image Size

200 pixels wide x 50 pixels high

Resolution

300 dpi recommended

HTML
File Format

jpg (jpeg), png,gif

Image Size

Determined by theme.

Resolution

72 or 96 dpi

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CHAPTER 21: Sales Documents

Adding Reference IDs to Header
The order ID and customer IP address can be included in the header of sales documents that
accompany an order. Follow the instructions below to include either, or both of these identifiers
for reference in the header of invoices, shipment packing slips, and credit memos.

PDF Print-outs

To show the Order ID:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Sales, choose PDF Print-outs.

Expand

the Invoice section.

Invoice

376

Set Display Order ID in Header to “Yes.”

Repeat these steps for the Shipment and Credit Memo sections.

When complete, tap Save Config.

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Preparing Your Invoice Logo

To show the customer IP address:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Sales, choose Sales.

Expand

the General section.

General
4.

Set Hide Customer IP to “No.”

When complete, tap Save Config.

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CHAPTER 21: Sales Documents

Customer Address Templates
You can modify the template that controls the format of customer billing and shipping
addresses that appear on printed invoices, shipments, and refunds, as well as in the addresses
book of the customer account.

Example 1: Text Templates
For Text, Text One Line, HTML and PDF Address Templates
{{depend address attribute code}} a space, a character, or UI label
{{/depend}};
{{if address attribute code}}{{var address attribute code}} a space,
a character, or UI label
{{/if}}

Example 2: JavaScript Template
For JavaScript Address Template
#{address attribute code} or User Interface label #{address
attribute code}

Address Templates

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Preparing Your Invoice Logo

To change the order of address fields:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under Customers, choose Customer Configuration.

the Address Templates section. The section includes a separate set of formatting
Expand
instructions for each of the following:
l

Text

Text One Line

HTML

PDF

Edit each template as needed, using the examples for reference.

When complete, tap Save Config.

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Notes

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CHAPTER 22:

Newsletters
Publishing a regular newsletter is considered to be one of the most powerful and affordable
marketing tools available. Magento Community Edition 2.0 gives you the ability to
publish and distribute newsletters to customers who have subscribed, plus tools to
produce your newsletter, build and manage your list of subscribers, develop content, and
drive traffic to your store. You can also use Page Hierarchy to create an archive of past
issues.
You can add capabilities by integrating your Magento installation with a third-party
newsletter service provider and by adding extensions. To learn more, see Magento Connect.

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Configuring Newsletters

CHAPTER 22: Newsletters

Configuring Newsletters
The first step in creating newsletters is to configure the newsletter settings for your site. You
can require customers to click a confirmation link that is sent by email to confirm the
subscription. This double opt-in1, method requires customers to confirm twice that they want
to receive your newsletter, and reduces the possibility that it might be considered to be spam.

To configure subscription options:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Customers, choose Newsletter.

Expand

the Subscription Options section. Then, do the following:

Subscription Options

1The process for subscribing email recipients by requiring them to take a secondary step to confirm that they want

to receive emails.

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Configuring Newsletters

Confirm the email template and sender of the each of the following email messages that
are sent to subscribers:
l

Success email

Confirmation email

Unsubscription email

To require the use of double-opt in to confirm subscriptions, set Need to Confirm to “Yes.”

To allow people who do not have an account with your store to subscribe to the newsletter,
set Allow Guest Subscriptions to “Yes.”

When complete, tap Save Config.

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Newsletter Templates

CHAPTER 22: Newsletters

Newsletter Templates
You can create as many newsletter templates as you need for different purposes. You might
send a weekly product update, a monthly newsletter, or annual holiday newsletter.

Newsletter Templates

To create a newsletter template:

384

On the Admin sidebar, tap Marketing. Then under Communications, choose Newsletter
Template.

To add a new template, click the Add New Template button. Then, do the following:
a.

In the Template Name enter name for internal reference.

In the Template Subject field, describe the purpose of the newsletter.

In the Sender Name field , enter the name of the person who is to appear as the sender of
the newsletter.

In the Sender Email field, enter the email address of the newsletter sender.

At the Template Content field, tap Show / HIde Editor to display the WYSIWYG editor.
Then, update the content as needed. To learn more, see: Using the Editor.

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Newsletter Templates

Template Information
Do not remove the unsubscribe link at the bottom of the template content. In some
jurisdictions, the link is required by law.

In the Template Styles field, enter any CSS declarations that are needed to format the
content.

Tap Preview Template to see how it looks. Then, make any changes that are needed.

When complete, tap Save Template.
After you save a template, a Save As button appears the next time you edit the template. It can
be used to save variations of the template without overwriting the original.

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Sending Newsletters

CHAPTER 22: Newsletters

Sending Newsletters
To manage the load on the server, newsletters with many subscribers are sent in batches. The
process is managed as a queue of separate batches. Any problems that occur during the
transmission appear on the Newsletter Problem Report.

To send a newsletter:
1.

Find the newsletter to be sent in the Newsletter Templates list. Then, set the Action column to
“Queue Newsletter.”

Add to Newsletter Queue
2.

On the Admin menu, tap Marketing. Then under Communications, choose Newsletter Queue.

Both the Queue Start and Queue End dates can be defined as a range. Use the Calendar
select the date for each. The value in the date field reflects the system date and time.

Magento manages sending the newsletters in batches, according to the start and end dates.
You can check the newsletter queue periodically to check the status and see how many have
been processed.

Newsletter Queue

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Sending Newsletters

To check for problems:
1.

On the Admin menu, tap Reports.

Under Marketing, choose Newsletter Problem Reports.

Newsletter Problems Report

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Sending Newsletters

CHAPTER 22: Newsletters

Managing Subscribers
As a best practice you should manage your subscription list on a regular basis, and make sure
to process any requests to unsubscribe. In some jurisdictions, it is required by law that requests
to unsubscribe are processed within a specific period of time.
If you want to use a third-party service to send newsletters, you can export your subscription
list as a CSV or XML file.

To cancel a subscription:
1.

On the Admin sidebar, tap Marketing. Then under Communications, choose Newsletter
Subscribers.

Find the subscriber in the list. Then, mark the checkbox in the first column.

Set the Action control to “Unsubscribe.” Then, tap Submit.
The status of the record changes to “Unsubscribed.”

Unsubscribe

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Sending Newsletters

To export the list of subscribers:
1.

From the Newsletter Subscribers list, use the filter controls to include only records with a
Status of “Subscribed,” and for the appropriate website, store, or store view.

Set the Export to control to one of the following:

CSV

XML

Tap Export. Then, look for the prompt at the bottom of the screen, and save the file.

Export Newsletter Subscribers

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Notes

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CHAPTER 23:

RSS Feeds
RSS (Really Simple Syndication) is an XML-based data format that is used to distribute
information online. Your customers can subscribe to your RSS feeds to learn of new
products and promotions. RSS Feeds can also be used to publish your product information
to shopping aggregation sites, and can be included in newsletters.
When RSS feeds are enabled, any additions to products, specials, categories, and coupons
are automatically sent to the subscribers of each feed. A link to all RSS feeds that you
publish is in the footer of your store.
The orange RSS symbol is typically used to identify an RSS feed.
The software that is required to read an RSS feed is called a feed reader1, and allows
people to subscribe to headlines, blogs, podcasts, and much more. Google Reader is one of
the many feed readers that are available online for free.

RSS Feeds

1Software that is used to read syndicated content from RSS feeds.

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CHAPTER 23: RSS Feeds

To set up RSS feeds for your store:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the upper-right corner, set Store View to the store view where you want the feeds to be
available.

In the panel on the left, under Catalog, choose RSS Feeds.

Expand

the Rss Config section. Then, set Enable RSS to “Enable.”

RSS Feeds
5.

Expand

the Wish List section. Then, set Enable RSS to “Enable.”

Expand

the Catalog section, set any, or all of the following feeds to “Enable.”

New Products

Special Products

Coupons/Discounts

Top Level Category

Catalog

392

Expand

the Order section. Then, set Customer Order Status Notification to “Enable.”

When complete, tap Save Config.

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Types of RSS Feeds
RSS FEED
Wish List

DESCRIPTION
When enabled, an RSS feed link appears at the top of customer wish
list pages. Additionally, the wish list sharing page includes a
checkbox that lets you include a link to the feed from shared wish
lists.

New Products

Publishes notification of new products added to the catalog.

Special Products

Publishes notification of any products with special pricing.

Coupons / Discounts

Publishes notification of any special coupons or discounts that are
available in the store.

Top Level Category

Publishes notification of any change to the top-level category
structure of your catalog, which is reflected in the main menu.

Customer Order Status

Gives customers the ability to track their order status by RSS feed.
When enabled, an RSS feed link appears on the order.

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Notes

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CHAPTER 24:

Using Variables
Variables are pieces of information that can be created once and used in multiple places,
such as email templates, blocks, and content pages. Your store includes a large number of
predefined variables that can be used to personalize communications. In addition, you can
create your own custom variables.
l

Predefined Variables

Custom Variables

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Adding Predefined Variables

CHAPTER 24: Using Variables

Adding Predefined Variables
Predefined variables are easy to add to content email templates and content pages to
personalize communications.

To add a variable to an email template:

396

On the Admin sidebar, tap Marketing. Then under Communications, choose Email Templates.

Do one of the following:
l

Open an existing template.

Create a new template.

In the Template Content box, position the insertion point where you want the variable to
appear. Then, tap Insert Variable.

In the list of available variables, choose the one you want to insert into the template.

When complete, tap Save Template.

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CHAPTER 24: Using Variables

Adding Custom Variables

Adding Custom Variables
If you know a little basic HTML, you can create custom variables and use a markup tag to
incorporate them into pages, blocks, banners, and email templates.
{{CustomVar code= "my_custom_variable"}}

Custom Variables

To create a custom variable:
1.

On the Admin sidebar, tap System. Then under Other Settings, choose Custom Variables.

Tap Add New Variable.

Enter an identifier in the Variable Code field. Use all lowercase characters, without spaces.

Enter a Variable Name, which is used for internal reference. Then, do one of the following:
l

In the Variable HTML Value text field, enter any content you want to include, using basic
HTML tags. This option allows you to format the value.
In the Variable Plain Value field, enter the variable value as plain text.
You can drag the lower-right corner to make the boxes bigger.

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CHAPTER 24: Using Variables

New Custom Variable
5.

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When complete, tap Save.

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CHAPTER 24: Using Variables

Markup Tags

Markup Tags
A markup tag is a snippet of code that contains a relative reference to an object in your store,
such as a variable, URL, image, or block. Markup tags can be incorporated into the HTML of
content pages, blocks, email templates, newsletters, and so on.
Markup tags are enclosed in double, curly braces, and can either be generated by the Widget
tool, or typed directly into HTML content. For example, rather than hard-coding the full path
to a page, you can use a markup tag to represent the store URL. The markup tags featured in
the following examples include:

Custom Variable
The Variable markup tag can be used to insert a custom variable into an email templates,
blocks, newsletters, and content pages,
{{CustomVar code= "my_custom_variable"}}

Store URL
The Store URL markup tag represents the base URL of your website, and is used as a substitute
for the first part of a full URL, including the domain name. There are two versions of this
markup tag: One that goes directly to your store, and the other with a forward slash at the end
that is used when a path is added.
{{store url='apparel/shoes/womens'}}

Media URL
The dynamic media URL markup tag represents the location and file name of an image that is
stored on a content delivery network (CDN). The tag can be used to place an image on a page,
block, banner, or email template.
{{media url='shoe-sale.jpg'}}

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Markup Tags

CHAPTER 24: Using Variables

Block ID
The Block ID markup tag is one of the easiest to use, and can be used to place a block directly
on a CMS page, or even nested inside another block. You can use this technique to modify a
block for different promotions or languages. The Block ID markup tag references a block by its
identifier.
{{block id='block-id'}}

Template Tag
A template tag references a PHTML template file, and can be used to display the block on a
CMS page or static block. The code in the following example can be added to a page or block to
display the Contact Us form.
“Contact Us” Template Tag

{{block type="core/template" name="contactForm"
template="contacts/form.phtml"}}

The code in the next example can be added to a page or block to display the a list of products
in a specific category, by category ID.
“Category Product List” Template Tag

{{block type="catalog/product_list" category_id="22"
template="catalog/product/list.phtml"}}

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Markup Tags

Widget Code
The Widget tool can be used to display lists of products, or to insert complex links, such as one
that goes to a specific product page, based on product ID. The code that is generated includes
the block reference, location of the code module, and corresponding PHTML template. After the
code is generated, you can copy and paste it from one place to another.
The code in the following example can be added to a page or block to display the list of new
products.
“New Products Grid” Code

{{widget type="catalog/product_widget_new"
display_type="new_products" products_count="10"
template="catalog/product/widget/new/content/new_grid.phtml"}}

The code in the next example can be added to a page or block to display a link to a specific
product, by product ID.
“Link to Product” Code

{{widget type="catalog/product_widget_link" anchor_text="My Product
Link"
title="My Product Link" template="catalog/product/widget/link/link_
block.phtml"
id_path="product/31"}}

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Markup Tags

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Using Markup Tags in Links
You can use markup tags with HTML anchor tags, and link directly to any page in your store.
The link can be incorporated into content pages, blocks, banners, or email and newsletter
templates. You can also use this technique to link an image to a specific page.
Process Overview:
Step 1: Identify the Destination URL
Step 2: Add the Markup to the URL
Step 3: Complete the Anchor Tag

Step 1: Identify the Destination URL
If possible, navigate to the page that you want to link to, and copy the full URL from the
address bar of your browser. The part of the URL that you need comes after the “dot com
forward slash.” Otherwise, copy the URL Key from the CMS page that you want to use as the
link destination.
Full URL to Category Page

http://mystore.com/apparel/shoes/womens
http://mystore.com/apparel/shoes/womens.html
Full URL to Product Page

http://mystore.com/apparel/shoes/womens/nine-west-pump
http://mystore.com/apparel/shoes/womens/nine-west-pump.html
Full URL to CMS Page

http://mystore.com/about-us

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Markup Tags

Step 2: Add the Markup to the URL
The Store URL tag represents the base URL of your website, and is used as a substitute for the
“http address” part of the store URL, including the domain name and “dot com.” There are two
versions of the tag, which you can use, depending on the results you want to achieve.
store direct_url

Links directly to a page.

store url

Places a forward slash at the end, so additional references can be
appended as a path.

In the following examples, the URL Key is enclosed in single quotes, and the entire markup tag
is enclosed in double curly braces. When used with an anchor tag, the markup tag is placed
inside the double quotes of the anchor. To avoid confusion, you can alternate using single-and
double quotes for each nested set of quotes.
1.

If you are starting with a full URL, delete the “http address” part of the URL, up through and
including the “dot.com forward slash.” In its place, type the Store URL markup tag, up
through the opening single quote.
Store URL Markup Tag

http://mystore.com/apparel/shoes/womens
{{store url='apparel/shoes/womens'}}

Otherwise, type the first part of the Store URL markup tag, and paste the URL key or path that
you copied earlier.
Store URL Markup Tag with URL Key

{{store url='
{{store url='apparel/shoes/womens'}}

To complete the markup tag, type the closing double quotes and double braces.

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Step 3: Complete the Anchor Tag
1.

Wrap the completed markup tag inside an anchor tag, using the markup tag instead of the
target URL. Then, add the link text, and closing anchor tag.
Markup in Anchor Tag

Link Text

Paste the completed anchor tag into the code of any CMS page, block, banner, or email
template, where you want the link to appear.
Complete Link with Markup

Shoe Sale

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Variable Reference

Variable Reference
Most email templates have a section of additional variables that are specific to the template.
The following are examples of some frequently used templates.

Email Template Variables
VARIABLE
Email Footer

MARKUP TAG
{{template config_path="design/email/footer_template"}}

Template
Email Header

Template
Email Logo Image

Alt
Email Logo Image

URL
Email Logo Image

Height
Email Logo Image

Width
Template CSS

Store Contact Information Variables
VARIABLE
Base Unsecure

MARKUP TAG
{{config path="web/unsecure/base_url"}}

URL
Base Secure

URL
General Contact

Name
General Contact

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Store Contact Information Variables (cont.)
VARIABLE
Sales

MARKUP TAG
{{config path="trans_email/ident_sales/name"}}

Representative
Contact Name
Sales

Representative
Contact Email
Custom1

Contact Name
Custom1

Contact Email
Custom2

Contact Name
Custom2

Contact Email
Store Name

Store Phone

Telephone
Store Hours

Country

Region/State

Zip/Postal Code

City

Street Address 1

Street Address 2

Store Contact

Address

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Variable Reference

New Account Template Variables
VARIABLE

MARKUP TAG

Customer Account URL

Customer Email

Customer Name

New Order Template Variables
VARIABLE

MARKUP TAG

Billing Address

Email Order Note

Order ID

Order Items Grid

{{layout handle="sales_email_order_items"
order=$order area="frontend"}}

Payment Details

Shipping Address

Shipping Description

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SEO & Search
In this section of the guide, we'll take a look at the
search capabilities of your store, what you can
learn from customer search terms, and how to
make your products easy to find. Finally, you’ll
learn best practices and techniques that you can
use to bring more traffic to your store.

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Contents

Catalog Navigation
Top Navigation

Breadcrumb Trail
Product Listings
Pagination Controls
Layered Navigation

Filterable Attributes
Price Navigation
Configuring Layered Navigation
Catalog Search
Quick Search
Advanced Search
Search Results
Search Suggestions
Search Configuration
Using a Flat Catalog
Search Terms
Popular Search Terms
Adding Search Terms
Search Terms Report
SEO Best Practices
Meta Data

Canonical Meta Tag
Using a Sitemap

Sitemap Configuration
Search Engine Robots
SEO URL Rewrites

Configuring URL Rewrites
Automatic Product Redirects
Creating URL Rewrites
Product
Category
CMS Page

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CHAPTER 25:

Catalog Navigation
The term navigation1 refers to the methods shoppers use to move from page to page
throughout your store. The main menu, or top navigation of your store is actually a list of
category links, and provides easy access to the products in your catalog. You will also find
categories in the breadcrumb trail that runs across the top of most pages, and in the
layered navigation that appears on the left side of some two- or three-column pages.
For a product to be visible in your store, it must be assigned to at least one category. Each
category can have a dedicated landing page with an image, static block, a description, and
a list of products in the category. You can also create special designs for category pages
that are active only for a specific period of time such as for a holiday or promotion.

1The primary group of web page links that a customer uses to navigate around the website; the navigation

links to the most important categories or pages on an online store.

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Top Navigation

CHAPTER 25: Catalog Navigation

Top Navigation
The main menu of your store is like a directory to the different departments in your store. Each
option represents a different category of products. The position and presentation of the top
navigation might vary by theme, but the way it works is essentially the same.

Top Navigation
The category structure of your catalog can influence how well your site is indexed by search
engines. The deeper a category, the less likely it is to be thoroughly indexed. As a general rule,
anywhere between one and three levels is considered to be the most effective. The maximum
number of levels that are available in your top navigation is set in the system configuration.

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Top Navigation

To set the depth of the top navigation:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, expand Catalog. Then, choose Catalog.

Expand the Category Top Navigation section.

To limit the number of subcategories that appear in the top navigation, enter the number in the
Maximal Depth field.
The default Maximal Depth value is zero, which does not place a limit on the number of
subcategory levels.

When complete, tap Save Config .

Category Top Navigation

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Breadcrumb Trail

CHAPTER 25: Catalog Navigation

Breadcrumb Trail
A breadcrumb trail is a set of links that shows where you are in relation to other pages in the
store. You can click any link in the breadcrumb trail to return to the previous page. Here’s an
example of a breadcrumb trail from the demo store:
The breadcrumb trail can be configured to appear on content pages, as well as catalog pages.
The format and position of the breadcrumb trail varies by theme, but it is usually located just
below the header.

Breadcrumb Trail

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Breadcrumb Trail

To add breadcrumbs to CMS pages:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under General, choose Web. Then, do the following:

Expand the Default Pages section.

Set Show Breadcrumbs for CMS Pages to “Yes.”

When complete, tap Save Config .

Show Breadcrumbs for CMS Pages

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Product Listings

CHAPTER 25: Catalog Navigation

Product Listings
Product listings can be set to appear by default as either a list or grid. You can also determine
how many products appear per page, and which attribute is used to sort the list. Each catalog
page with a product list has a set of controls that can be used to sort the products, change the
format of the list, sort by attribute, and advance from one page to the next.

Products Displayed as a Grid

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Product Listings

To configure product listings:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

Scroll down and in the panel on the left, tap Catalog. Then choose Catalog.

Expand

the Storefront section, and do the following:

Storefront
a.

Set the default List Mode to one of the following:
l

Grid Only

List Only

Grid (default) / List

List (default / Grid

In the Products per Page on Grid Allowed Values field, enter the number of products
that you want to appear per page when shown in grid format. To enter a selection of
values, separate each number by a comma.

In the Products per Page on Grid Default Value field, enter the default number of
products to appear in the grid per page.

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In the Products per Page on List Allowed Values field, enter the number of products that
you want to appear per page when shown in list format. To enter a selection of values,
separate each number by a comma.

In the Products per page on List Default Value field, enter the default number of products
that appear in the list, per page.

To give customers the option to list all products, set Allow All Products on Page to “Yes.”

Set Product Listing Sorted by to the default attribute that is initially used to sort the list.

If using a flat catalog, do the following:
a.

To display a flat category listing of products, set Use Flat Catalog Category to “Yes.”

To display a flat product listing, set Use Flat Catalog Product to “Yes.”

If you want to allow dynamic references for media assets in category and product URLs, set
Allow Dynamic Media URLs in Products and Categories to “Yes.”

When complete, tap Save Config .

Page Controls
CONTROL

418

DESCRIPTION

View As

Displays the list in either a Grid or List format.

Sort By

Changes the sort order of the list.

Show Per Page

Determines how many products appear per page.

Pagination Links

Navigation links to other pages.

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Pagination Controls

Pagination Controls
The Pagination settings appear at the top and bottom of the list, and control the format of the
pagination links for product listings. You can set the number of links that appear in the
control, and configure the Next and Previous links. For the pagination links to appear, there
must be more products in the list than are allowed per page in the product list configuration.

Pagination Controls

Pagination Controls
View As
Displays the list in either a Grid or List format.
Sort By
Changes the sort order of the list.
Show Per Page
Determines how many products appear per page.
Pagination Links
Navigation links to other pages.

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Pagination Controls

CHAPTER 25: Catalog Navigation

To configure the pagination controls:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under General, choose Design. Then, expand the Pagination section
and do the following:

Pagination
a.

In the Pagination Frame field, enter the number of links that you want to appear in the
pagination control.

In the Pagination Frame Skip field, enter the number of links that you want to skip ahead
before displaying the next set of links in the pagination control.
For example, if the pagination frame has five links, and you want to jump to the next five
links, how many links do you want to skip ahead? If you set this to four, then the last link
from the previous set will be the first link in the next set.

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In the Anchor Text for Previous field, enter the text that you want to appear for the
Previous link. Leave blank to use the default arrow.

In the Anchor Text for Next field, enter the text that you want to appear for the Next link.
Leave blank to use the default arrow.

When complete, tap Save Config .

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Layered Navigation

Layered Navigation
Layered navigation makes it easy to find products based on category, price range, or any other
available attribute. Layered navigation usually appears in the left column of search results and
category pages and sometimes on the home page. The standard navigation includes a “Shop
By” list of categories and price range. You can configure the display of layered navigation,
including product count and price range.

Layered Navigation by Category and Price

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Layered Navigation

CHAPTER 25: Catalog Navigation

Layered Navigation with Filterable Attributes
Layered navigation can be used to search for products by category or by attribute. For example,
when a shopper chooses the Mens/Shorts category from the top navigation, the initial results
include all products in the category. The list can be filtered further by choosing a specific style,
climate, color, material, pattern, or price—or a combination of values. Filterable attributes
appear in an expanding section that lists each attribute value. As an option, the number of
matching results can appear in parentheses after the value.
The attribute properties, combined with the product input type determines which attributes
can be used for layered navigation. Layered navigation is available only for “anchor” categories,
but can also be added to search results pages. The Catalog Input Type for Store Owner property
of each attribute must be set to “Dropdown,” “Multiple Select,” or “Price.” To make the
attributes filterable, the Use in Layered Navigation property of each must be set to either
“Filterable (with results)” or “Filterable (no results).”

Filterable Attributes In Layered Navigation

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Layered Navigation

The following instructions show how to set up basic layered navigation with filterable
attributes. For advanced layered navigation with price steps, see: Price Navigation.
Process Overview:
Step 1: Set Up the Attribute Properties
Step 2: Make the Category an Anchor
Step 3: Test the Results

Step 1: Set Up the Attribute Properties
1.

On the Admin sidebar, tap Stores. Then under Attributes, choose Product.

Find the attribute in the list, and open in edit mode. Then, do the following:

Filtered Search on Attribute Code
a.

b.
3.

In the panel on the left, choose Frontend Properties. Then, set Use In Layered Navigation
to one of the following:
l

Filterable (with results)

Filterable (no results)

Set Use In Search Results Layered Navigation to “Yes.”

Repeat these steps for each attribute that you want to include in layered navigation.

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Attribute Frontend Properties

Step 2: Make the Category an Anchor

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On the Admin sidebar, tap Products. Then under Inventory choose Categories.

In the categories tree on the left, select the category where you want to use layered navigation.

On the Display Settings tab, set Is Anchor to “Yes.”

Tap Save Category .

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Layered Navigation

Category Display Settings

Step 3: Test the Results
To test the setting, go to your store and choose the category in the top navigation. The
selection of filterable attributes appears in the layered navigation section of the category page.

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CHAPTER 25: Catalog Navigation

Price Navigation
Price navigation can be used to distribute products by price range in layered navigation. You
can also split each range in intervals. There are ways to calculate price navigation:
l

Automatic (Equalize Price Ranges)

Automatic (Equalize Product Counts)

Manual

With the first two methods, the navigation steps are calculated automatically. The manual
method lets you specify a division limit for price intervals. The following example shows the
difference between price navigation steps of 10 and 100.
Iterative splitting provides the best distribution of products among price ranges. With iterative
splitting, after choosing the $0.00-$99 range, the customer can drill-down through several
sub-ranges of prices. Price-range splitting stops when the number of products reaches the
threshold set by the Interval Division Limit.

Example: Price Navigation Steps
PRICE STEP BY 10

PRICE STEP BY 100

$20.00 - $29.99 (1)

$0.00 - $99.99 (4)

$30.00 - $39.99 (2)

$100 - $199.99 (5)

$70.00 - $79.99 (1)

$400.00 - $499.99 (2)

$100.00 - $109.99 (1)

$700.00 and above (1)

$120.00 - $129.99 (2)
$150.00 - $159.99 (1)
$180.00 - $189.99 (1)
$420.00 - $429.99 (1)
$440.00 - $449.99 (1)
$710.00 and above (1)

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Layered Navigation

To configure price navigation:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Catalog, choose Catalog.

Expand

To show the number of products in parentheses after each filtered item, set Display Product
Count to “Yes.”

Set Price Navigation Steps Calculation to one of the following methods:

the Layered Navigation section.

Method 1: Automatic (equalize price ranges)
Leave Price Navigation Steps Calculation set to the default, “Automatic (Equalize Price
Ranges.)” This setting uses the standard algorithm for price navigation.

Layered Navigation

Method 2: Automatic (equalize product counts)
1.

Set Price Navigation Steps Calculation to “Automatic (equalize product counts).”

Set Display Price Interval as One Price to “Yes” if you want to display a single price when
multiple products with the same price.

In the Interval Division Limit field, enter the threshold for a number of products within a
price range. The range cannot be further split beyond this limit., The default value is 9.

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Automatic (equalize product counts)

Method 3: Manual
1.

Set Price Navigation Steps Calculation to “Manual.”

Enter a value to determine the Default Price Navigation Step.

Enter the Maximum Number of Price Intervals allowed, up to 100.

Manual
6.

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When complete, tap Save Config .

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Layered Navigation

Configuring Layered Navigation
The layered navigation configuration determines if a product count appears in parentheses after
each atribute, and the size of the step calculation that is used in price navigation.

To configure layered navigation:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, expand the Catalog section. Then choose Catalog.

Expand the Layered Navigation section, and do the following:

Layered Navigation

To display the number of products found for each attribute, set Display Product Count to
“Yes.”

Set Price Navigation Step Calculation to “Automatic (equalize price ranges).”

When complete, tap Save Config .

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Notes

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CHAPTER 26:

Catalog Search
Research shows that people who use search are more likely to make a purchase than those
who rely on navigation alone. In fact, according to some studies, people who use search
are nearly twice as likely to make a purchase. In this section of the guide, we will explore
how customers search for products in your catalog, and how you can configure catalog
search.
l

Quick Search

Advanced Search

Search Results

Search Suggestions

Configuring Catalog Search

Flat Catalog

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Quick Search

CHAPTER 26: Catalog Search

Quick Search
The Search box in the header of the store helps visitors find products in your catalog. The
search text can be the full or partial product name, or any other word or phrase that describes
the product. The search terms that people use to find products can be managed from the
Admin.

To do a quick search:
1.

In the Search box, enter the first few letters of what you want to find.
Any matches in the catalog appear below, with the number of results found.

Either press the Enter key or tap a result in the list of matching products.

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Advanced Search

Advanced Search
Advanced Search lets shoppers search the catalog based on values entered into a form. Because
the form contains multiple fields, a single search can include several parameters. The result is a
list of all products in the catalog that match the criteria. A link to Advanced Search is in the
footer of your store.

Advanced Search
Each field in the form corresponds to an attribute from your product catalog. To add a field, set
the frontend properties of the attribute to “Include in Advanced Search.” As a best practice,
include only the fields that customers are most likely to use to find a product, because having
too many will slow down the search.

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Advanced Search

CHAPTER 26: Catalog Search

To use advanced search:
1.

In the footer of the store, click Advanced Search.

In the Advanced Search form, full or partial values in as many fields as necessary.

Tap Search to display the results.

Search Results
4.

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If you don’t see what you are looking for in the search results, tap Modify your search and try
another combination of criteria.

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Search Results

Search Results
The Search Results list includes all products that match the search criteria entered in the Quick
Search box or the Advanced Search form. Every product list in the catalog has essentially the
same controls. The only difference is that one is the result of a search query, and the other is
the result of navigation.
The results can be formatted as either a grid or list, and sorted by a selection of attributes.
Pagination controls appear if there are more products than fit on the page, and are used to
move from one page to the next. The number of records per page is determined by the Catalog
Frontend configuration. To learn more, see: Product Listings

Search Results with Pagination Controls

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Search Results

CHAPTER 26: Catalog Search

Configuring Catalog Search
By adjusting the Catalog Search configuration, you can control the behavior of the search
operations and determine the size of valid query text, and the display of search
recommendations.

Catalog Search

To configure catalog search:

436

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Catalog, choose Catalog.

Expand

To limit the length and word count of search query text, do the following:

the Catalog Search section, and do the following:

Set Minimal Query Length to the minimum number of characters that can be submitted in
a query.

Set Maximum Query Length to the maximum number of characters that can be submitted
in a query.

Accept the default, Search Engine, “MySQL.”

To limit the number of records that can be used with layered navigation, enter the maximum
number allowed in the Apply Layered Navigation if Search Results are Less Than field. To
allow any number of records, enter zero.

When complete, tap Save Config .

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Search Results

Using a Flat Catalog
Magento typically stores catalog data in multiple tables, based on the Entity-Attribute-Value
(EAV1) model. Because product attributes are stored in many tables, SQL queries are
sometimes long and complex.
In contrast, a flat catalog creates new tables on the fly, where each row contains all the
necessary data about a product or category. A flat catalog is updated automatically—either
every minute, or according to your cron job. Flat catalog indexing can also speed up the
processing of catalog and cart price rules. A catalog with as many as 500,000 SKUs can be
indexed quickly as a flat catalog.
Before you enable a flat catalog for a live store, make sure to test the configuration in a
development environment.

Process Overview:
Step 1: Enable the Flat Catalog
Step 2: Verify the Results

Step 1: Enable the Flat Catalog
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Catalog, choose Catalog.

Expand

the Storefront section. Then, do the following:

Set Use Flat Catalog Category to “Yes.”

Set Use Flat Catalog Product to “Yes.”

Flat Catalog Configuratio
4.

When complete, tap Save Config .

1Entity Attribute Value

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When prompted to update the cache, click the Cache Management link in the system message,
and follow the instructions to refresh the cache.

Refresh Cache

Step 2: Verify the Results
Method 1: Verify the Results for a Single Product
1.

On the Admin sidebar, tap Products. Then under Inventory, choose Catalog.
a.

In the Inventory list, choose a product to modify. Then, open the product in edit mode.

In the Name field, add the text “_DEMO” to the product name.

Tap Save .

On a new browser tab, navigate to the home page of your store. Then, do the following:
a.

Search for the product you edited.

Use the navigation to browse to the product under its assigned category.

If necessary, refresh the page to see the results. The change will appear within the minute or
according to your cron job schedule.

Method 2: Verify the Results for Multiple Products
1.

On the Admin sidebar, tap Products. Then under Inventory, choose Categories.

In the upper-left corner, set Store View to one of the following:

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All Store Views

A specific store view

In the category tree, select an existing category. Tap Add Subcategory , and do the following:
a.

In the Name field, enter “Test Category.”

Set Is Active to “Yes.”

Click Save Category .

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Search Results

Test Subcategory
d.

On the Category Products tab, tap Reset Filter to display all products.

Mark the checkbox of several products to add them to the new category. Then, tap Save
Category .

Test Category Products
4.

On a new browser tab, navigate to the home page of your store. Then, use the store navigation
to browse to the category you created.
If necessary, refresh the page to see the results. The change will appear within the minute or
according to your cron job schedule.

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CHAPTER 27:

Search Terms
You can learn what your customers are looking for by examining the search terms they use
to find products in your store. If enough people look for a product that you don’t carry,
perhaps it’s time to add it to your catalog. Meanwhile, rather than have them leave them
empty handed, why not redirect them to another product in your catalog? Here are a few
ways you can leverage customer search terms:

Landing Page
The landing page for a search term can be a content page, a category page, a product detail
page, or even a page on a different site.

Synonyms
One way to improve the effectiveness of catalog search is to include different terms that people
may use to describe the same item. You don’t want to lose a sale just because someone is
looking for a “sofa,” and your product is listed as a “couch.” You can capture a broader range of
search terms by entering the words, “sofa” “davenport,” and “loveseat” as synonyms for “couch,”
and direct them to the same landing page.

Misspelled Words
Use search terms to capture common misspellings and redirect them to the appropriate page.
For example, if you sell wrought iron patio furniture, you know that many people misspell the
term as “rod iron,” or even “rot iron.” You can enter each misspelled word as a search term, and
make them synonyms for “wrought iron.” Even though the word is misspelled, the search will be
directed to the page for “wrought iron.”

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Popular Search Terms

CHAPTER 27: Search Terms

Popular Search Terms
The Search Terms link in the footer of your store displays the search terms used by visitors to
your store, ranked by popularity. Search terms appear in a “tag cloud” format, where the size of
the text indicates the popularity of the term.
By default, Popular Search Terms is enabled as a search engine optimization tool, but has no
direct connection to the catalog search process. Because the Search Terms page is indexed by
search engines, any terms on the page can help improve your search engine ranking and the
visibility of your store.

Popular Search Terms

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Popular Search Terms

To configure Popular Search Terms:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Catalog, choose Catalog.

Expand

Set Popular Search Terms to “Enable.”

When complete, tap Save Config.

the Search Engine Optimizations section.

Search Engine Optimization

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CHAPTER 27: Search Terms

Adding Search Terms
As you learn new words that people use to search for products in your catalog, you can add
them to your search terms list to direct people to the most closely matching products in your
catalog.

Search Terms

To add a new search term:
1.

On the Admin sidebar, tap Marketing. Then under SEO & Search, choose Search Terms.

Tap Add New Search Term. Then, do the following:

General Information

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Adding Search Terms

In the General Information section, in the Search Query box, type the word or phrase that
you want to add as a new search term.

If your store is available in multiple languages, choose the applicable Store view.

If the term is a synonym for another search term, enter the other term in the Synonym
For field. Any search for the synonym is automatically redirected to the page for the other
term.

To redirect the search results to another page in your store, or to another website, enter the
full URL of the target page in the Redirect URL field.

If you want this term to be available for use as a suggestion whenever a search returns no
results, set Display in Suggested Terms to “Yes.”

When complete, tap Save Search.

To edit a search term:
1.

In the Search Terms grid, click the row of any record to open the search term in edit mode.

Make the necessary changes.

When complete, tap Save Search.

To delete a search term:
1.

In the list, mark the checkbox of the term to be deleted.

In the upper-left corner of the list, set Actions to “Delete.”

When complete, tap Submit.

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CHAPTER 27: Search Terms

Search Terms Report
The Search Terms report shows the number of results for each term, and the number of times
(hits) the term was used. The report data can be filtered by term, store, results, and hits, and
exported for further analysis.

To view the search terms report:
1.

On the Admin sidebar, tap Reports. Then under Marketing, choose Search Terms.

Use the controls to filter the report as needed.

Search Terms Report

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CHAPTER 28:

SEO Best Practices
Search engine optimization is the practice of fine-tuning the content and presentation of a
site to improve the way the pages are indexed by search engines. Magento Community 2.0
includes a number of features to support your ongoing SEO effort.

Commerce Resources
See the latest Magento eBooks to gain access to expert
insight and online business resources to help develop
and improve your store.

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Meta Data

CHAPTER 28: SEO Best Practices

Meta Data
Your store is loaded with places where you can enter keyword-rich meta data to improve the
way search engines index your site. While setting up your store, you might enter preliminary
meta data, with the intention of finishing it later. Over time, you can fine-tune the meta data
to target the buying patterns and preferences of your customers.

Meta Title
The meta title appears in the title bar and tab of your
browser, and search results listings. The meta title
should be unique to the page, and less than seventy
characters in length.

Meta Keywords
Although some search engines ignore meta keywords,
others continue to use them. The current best practice is
to incorporate high-value keywords in the meta title and
meta description.

Meta Description
Meta descriptions provide a brief overview of the page for
search results listings. Ideally, a meta description should
be between 150-160 characters in length, although the
field will accept up to 255 characters.

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Meta Data

Canonical Meta Tag
Some search engines penalize websites that have multiple URLs that point to the same content.
The canonical meta tag tells search engines which page to index when multiple URLs have
identical or very similar content. Using the canonical meta tag can improve your site ranking
and aggregate pageviews. The canonical meta tag is placed in the block of a product or
category page. It provides a link to your preferred URL, so search engines will give it greater
weight.

Example 1: Category Path Creates Duplicate URLs
For example, if your catalog is configured to include the category path in product URLs, your
store will generate multiple URLs that point to the same product page.
http://mystore.com/furniture/living-room/microfiber-sofa-sleeper
http://mystore.com/microfiber-sofa-sleeper

Example 2: Category Page Full URL
When canonical meta tags for categories are enabled, the category page of your store includes a
canonical URL to the full category URL:
http://mystore.com/furniture/living-room/microfiber-sofa-sleeper

Example 3: Product Page Full URL
When canonical meta tags for products are enabled, the product page includes a canonical
URL to the domain-name/product-url-key because product URL keys are globally unique.
http://mystore.com/microfiber-sofa-sleeper

If you also include the category path in product URLs, the canonical URL remains domainname/product-url-key. However, the product can also be accessed using its full URL, which
includes the category. For example, if the product URL key is microfiber-sofa-sleeper and is
assigned to the Furniture > Living-Room category, the product can be accessed using either
URL.
You can avoid being penalized by search engines by omitting the category from the URL, or by
using the canonical meta tag to direct search engines to index either by product or category. As
a best practice, it is recommended that you enable canonical meta tags for both categories and
products.

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To enable the canonical meta tag:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose elect Configuration.

In the panel on the left under Catalog, choose Catalog.

Expand

the Search Engine Optimizations section.

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If want search engines to index only pages that have a full category path, do the following:
a.

Set Use Canonical Link Meta Tag for Categories to “Yes.”

Set Use Canonical Link Meta Tag for Products to “No.”

If you want search engines to index only product pages, do the following:
a.

Set Use Canonical Link Meta Tag for Products to “Yes.”

Set Use Canonical Link Meta Tag for Categories to “No.”

When complete, tap Save Config .

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CHAPTER 28: SEO Best Practices

Using a Sitemap

Using a Sitemap
A sitemap improves the way your store is indexed by their search engine, and is specifically
designed to find pages that might be overlooked by web crawlers. A sitemap can be configured
to index all pages, and even images.
When enabled, Magento creates a file called sitemap.xml that is saved to the root directory of
your installation. The configuration lets you set the frequency of the updates, and the priority
for each type of content. Your sitemap should be updated as frequently as the content on your
site changes, which might be daily, weekly, or monthly.
While your site is in development, you might include instructions in the robots.txt file for
webcrowlers to avoid indexing the site. Then before the launch, you can change the instructions
to allow the site to be indexed.
Process Overview:
Step 1: Configure and Enable the Sitemap
Step 2: Configure and Enable robots.txt (Optoinal)
Step 3: Submit Your Sitemap to Search Engines
Step 4: Restore the Previous Robot Instructions (Optional)

Step 1: Configure and Enable the Sitemap
Complete the XML Sitemap configuration to determine what is included, and how frequently
the sitemap is updated.

Step 2: Configure and Enable robots.txt (Optional)
Complete the Search Engine Robots configuration with instructions that direct search engines
to crawl the parts of your site that you want to be indexed.

Step 3: Submit Your Sitemap to Search Engines
You can submit your sitemap to different search engines by providing them a link to the
sitemap.xml file in the root of your Magento installation. For more information, see the search
engine instructions. Here are links to instructions for the two top search engines:
l

Google

Microsoft Bing

Step 4: Restore Previous Robot Instructions (Optional)
You can now restore either the original, or default restrictions.

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Sitemap Configuration

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Sitemap Configuration
Your sitemap should be updated as frequently as the content on your site changes, which could
be on a daily, weekly, or monthly basis. The configuration lets you set the frequency and
priority for each type of content.

Step 1: Set the Frequency and Priority of Content Updates
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Catalog, choose XML Sitemap.

Expand
a.

the Categories Options section. Then, do the following:

Set Frequency to one of the following:
l

Always

Hourly

Daily

Weekly

Monthly

Yearly

Never

In the Priority field, enter a value between 0.0 and 1.0. Zero has the lowest priority.

Categories Options

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Click to expand the Products Options section. Then, complete the Frequency and Priority
settings as needed.

To determine the extent that images are included in the sitemap, set Add Images into Sitemap
to one of the following:
l

None

Base Only

All

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Sitemap Configuration

Products Options
6.

Click to expand the CMS Pages Options section. Then, complete the Frequency and Priority
settings as needed.

CMS Pages Options
7.

When complete, tap Save Config.

Step 2: Complete the Generation Settings
1.

Expand

the Generation Settings section.

Generation Settings
2.

To generate a sitemap, set Enabled to “Yes.” Then, do the following:
a.

Set Start Time to the hour, minute and second that you want the sitemap to be updated.

Set Frequency to one of the following:

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Daily

Weekly

Monthly

In the Error Email Recipient field, enter the email address of the person who is to receive
notification if an error occurs during a sitemap update.

Set Error Email Sender to the store contact who appears as the sender of the error
notification.

Set Error Email Template to the template used for the error notification.

Step 3: Set the Sitemap File Limits
1.

Expand

the Sitemap File Limits section. Then, do the following:

In the Maximum No of URLs per File field, enter the maximum number of URLs that can
be included in the sitemap. By default, the limit is 50,000.

In the Maximum File Size field, enter the largest size in bytes that is allocated for the
sitemap. The default size is 10,485,760 bytes.

Sitemap File Limits

Step 4: Set the Search Engine Submission Settings
1.

Expand

the Search Engine Submission Settings section.

If using a robots.txt file to provide instructions to search engines that crawl your site, set
Enable Submission to Robots.txt to “Yes.”

Search Engine Submission Settings
3.

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When complete, tap Save Config.

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CHAPTER 28: SEO Best Practices

Search Engine Robots

Search Engine Robots
The Magento configuration includes settings to generate and manage instructions for web
crawlers and bots that index your site. The instructions are saved in a file called “robots.txt”
that resides in the root of your Magento installation. The instructions are directives that are
recognized and followed by most search engines.
By default, the robots.txt file that is generated by Magento contains instructions for web
crawler to avoid indexing certain parts of the site that contain files that are used internally by
the system. You can use the default settings, or define your own custom instructions for all, or
for specific search engines. There are many articles online that explore the subject in detail.

Search Engine Robots

To configure robots.txt:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under General, choose Design.

Expand
a.

the Search Engine Robots section. Then, do the following:

Set Default Robots to one of the following:
INDEX, FOLLOW

Instructs web crawlers to index the site and to check back later
for changes.

NOINDEX, FOLLOW

Instructs web crawlers to avoid indexing the site, but to check
back later or changes.

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INDEX, NOFOLLOW

Instructs web crawlers to index the site once, but to not check
back later for changes.

NOINDEX, NOFOLLOW

Instructs web crawlers to avoid indexing the site, and to not
check back later for changes.

If needed, enter custom instructions into the Edit Custom instruction of robots.txt file
box: For example, while a site is in development, you might want to disallow access to all
folders.

To restore the default instructions, tap Reset to Default.

When complete, tap Save Config.

Examples of Custom Instructions
Allows Full Access

User-agent:*
Disallow:
Disallows Access to All Folders

User-agent:*
Disallow: /

Default Instructions
Disallow: /lib/
Disallow: /*.php$
Disallow: /pkginfo/
Disallow: /report/
Disallow: /var/
Disallow: /catalog/
Disallow: /customer/
Disallow: /sendfriend/
Disallow: /review/
Disallow: /*SID=

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CHAPTER 29:

URL Rewrites
The URL Rewrite tool lets you change any URL that is associated with a product, category,
or CMS page. When the rewrite goes into effect, any links that point to the previous URL
are redirected to the new address.
The terms rewrite and redirect are often used interchangeably, but refer to slightly different
processes. A URL rewrite changes the way a URL appears in the browser. A URL redirect,
on the other hand, updates the URL that is stored on the server. A URL redirect can be
either temporary or permanent. Your store uses URL rewrites and redirects to make it easy
for you to change the URL key of a product, category, or page and preserve existing links.

Create Permanent Redirect for Old URL

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URL Rewrite Configuration

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URL Rewrite Configuration
URL rewrites make it possible to make existing URLs more “search engine friendly” and also
easier for humans to read. Enabling Web Server Apache Rewrites is part of the initial Magento
setup. Magento routinely uses URL rewrites to remove the file name “index.php” that normally
appears in the URL just after the root folder. When Web Server Rewrites are enabled, the
system rewrites each URL to omit “index.php.” The rewrite removes words that convey nothing
of value to search engines or customers, and has no impact on performance or site rank.
URL without Web Server Rewrite

http://www.yourdomain.com/magento/index.php/storeview/url-identifier
URL with Web Server Rewrite

http://www.yourdomain.com/magento/storeview/url-identifier

To enable URL rewrites:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under General, choose Web.

Expand

the Search Engine Optimization section.

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Set Use Web Server Rewrites to “Yes.”

When complete, tap Save Config.

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CHAPTER 29: URL Rewrites

Automatic Product Redirects

Automatic Product Redirects
Your store can be configured to automatically generate a permanent redirect whenever the URL
key of a product changes. In the Search Engine Optimization section of the product record, the
checkbox below the URL key indicates if permanent redirects are enabled for your catalog. If
your store is already configured to automatically redirect catalog URLs, making a redirect is as
easy as updating the URL key.

Create Permanent Redirect for Old URL

To set up automatic redirects:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Catalog, select Catalog.

Expand the Search Engine Optimization section.

Set Create Permanent Redirect for URLs if URL Key Changed to “Yes.”

When complete, tap Save Config.

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Search Engine Optimization

To automatically redirect catalog URLs:

460

On the Admin sidebar, tap Products. Then under Inventory, choose Catalog.

Find the product in the list, and click to open the record.

In the panel on the left, choose Search Engine Optimization.

In the URL Key field, do the following:
a.

Make sure that the Create Permanent Redirect for old URL checkbox is selected. If not,
follow the instructions to enable automatic redirects.

Update the URL Key as needed, using all lowercase characters and hyphens instead of
spaces.

When complete, tap Save.

When prompted to refresh the cache and index, follow the links in the messages that appear at
the top of the workspace. The permanent redirect is now in effect for the product and any
associated category URLs.

To view the redirect records, do the following:

On the Admin sidebar, tap Marketing. Then under SEO & Search, choose URL Rewrites. The
most recent permanent redirects appear at the top of the list.

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CHAPTER 29: URL Rewrites

Creating URL Rewrites

Creating URL Rewrites
The URL Rewrite tool can be used to create product and category rewrites, and custom rewrites
for any page in your store. When the rewrite goes into effect, any existing links that point to the
previous URL are seamlessly redirected to the new address.
URL rewrites can be used to add high-value keywords to improve the way the product is
indexed by search engines. You can also use rewrites to create additional URLs for a temporary
seasonal change, or permanent change. Rewrites can be created for any valid path, including
CMS content pages. Internally, the system always references products and categories by their
ID. No matter how often the URL changes, the ID remains the same. Here are some ways you
can use URL rewrites:
System URL

http://www.example.com/catalog/category/id/6
Original URL

http://www.example.com/peripherals/keyboard.html
Redirected Product URL

http://www.example.com/ergonomic-keyboard.html
Additional Category URLs

http://www.example.com/all-on-sale.html
http://www.example.com/save-now/spring-sale

URL Rewrites

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Creating URL Rewrites

CHAPTER 29: URL Rewrites

Product Rewrites
Before you begin, you should know exactly what you want the redirect to accomplish. To
prevent mistakes, it might help to write down the paths as “from” and “to.”
From

The Target Path displays the internal URL that is used by the system, with the
product ID. It is entered automatically, and grayed out.

Although the Request Path initially displays the current URL, it represents the
path that you are requesting.

Add URL Rewrite for Product

Process Overview:
Step 2: Create the Rewrite
Step 3: Refresh the Index
Step 4: Test the Result

Step 1: Create the Rewrite

462

On the Admin sidebar, tap Marketing. Then under Search & SEO, choose URL Rewrites.

In the upper-right corner, tap Add URL Rewrite.

Set Create URL Rewrite to “For product.”

In the grid, find the product to be redirected. Then, open the record in edit mode.

Below the category tree, tap Skip Category Selection.

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Creating URL Rewrites

In the URL Rewrite Information, the current product URL appears as the Request Path. The
Target Path contains the internal URL that is used by the system. It it grayed out and cannot
be changed.
a.

If you have multiple store views, set Store to the view where the rewrite applies.

In the Request Path field, enter the new URL key and suffix, if applicable, for the product.

Set Redirect to one of the following:

Temporary (302)

Permanent (301)

For your own reference, enter a brief Description of the rewrite.

URL Rewrite Information
6.

When complete, tap Save.
Your new product rewrite now appears at the top of the list.

Step 2: Refresh the Index
1.

On the Admin sidebar, tap System. Then under Tools, choose Index Management.

Select the Catalog URL Rewrites checkbox.

Set the Actions control to “Reindex Data.” Then, tap Submit.

Step 3: Test the Result
Test the rewrite from your store to make sure that it works correctly.

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Field Descriptions
FIELD
Create URL Rewrite

DESCRIPTION
Indicates the type of rewrite to be made. The type cannot be changed
after the rewrite is created. Options:
For Category
For Product
Custom

Request Path

The path where the product is to be redirected. Depending on your
configuration, the Request Path might include the .html suffix and
category. A Request Path must be unique, and cannot be in use by
another redirect. If you have made several attempts to redirect the
same page, delete any unsuccessful redirects and refresh the cache.
For example:
brandname
brand/brandname
catalog/category/view/id/56
private-sale-shoes/prima-pump.html
brand/brandname.html

Target Path

The internal path used by the system that points to the product. To
avoid getting a 404 "Page Not Found" error, the target path must
exactly match what the system expects to find.

Redirect

Indicates whether the rewrite is temporary or permanent. Options :
No

No redirect is specified.

Temporary (302)

Indicates to search engines that the
rewrite is for a limited time. Search
engines do not preserve page rank
information for temporary rewrites.
In the URL Rewrite grid, temporary
redirects are identified by the letter
“R” in the Options column.

Permanent (301)

Indicates to search engines that the
rewrite is permanent. Search engines
generally preserve page rank
information for permanent rewrites.

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Creating URL Rewrites

Field Descriptions (cont.)
FIELD

DESCRIPTION
In the URL Rewrite grid, permanent
redirects are indentified by the letters
“RP” in the Options column.

Description

Describes the purpose of the rewrite. This field is for reference and is
not visible to customers.

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Category Rewrites
If a category changes, or no longer exists, you can use a category rewrite to redirect links that
point to the previous category to another URL.
Stores that are configured to include categories in the URL key have multiple URLs that point
to the same product. To manage the multiple paths for SEO, see: Canonical Meta Tag.
Process Overview:
Step 1: Create the Rewrite
Step 2: Refresh the Index
Step 3: Test the Result

Step 1: Create the Rewrite
1.

On the Admin sidebar, tap Marketing. Then under SEO & Search, choose URL Rewrites.

In the upper-right corner, tap Add URL Rewrite.

Set Create URL Rewrite to “For category.” Then in the category tree, choose the category that is
to be redirected.

URL Rewrite for Category
4.

In the URL Rewrite section, do the following:
a.

If you have multiple stores, select the Store where the rewrite applies.

In the Request Path field, enter the URL key of the category to be redirected.

Set Redirectto one of the following:

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Temporary (302)

Permanent (301)

For your own reference, enter a brief description of the rewrite.

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Creating URL Rewrites

Select Category
5.

When complete, tap Save button.
Your new category rewrite now appears at the top of the list of rewrites.

Test the rewrite from your store, to make sure that it works correctly.

Step 2: Refresh the Index
1.

On the Admin sidebar, tap System. Then under Tools, choose Index Management.

Mark the Catalog URL Rewrites checkbox.

Set the Actions control to “Reindex Data,” and tap Submit.

Step 3: Test the Result
Test the redirect from your store, to make sure that it works correctly. Make sure that the
URL you test goes directly to the intended category, rather than to a subcategory. For example:
http://yourstore.com/catalog/category/view/id/56
http://yourstore.com/catalog/category/view/s/my-category/id/56/

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Creating URL Rewrites

CHAPTER 29: URL Rewrites

CMS Page Rewrites
You can redirect the URLs of content pages, as well as other pages. For example, if you change
the URL key of the privacy policy from privacy-policy-cookie-restriction-mode to
privacy-policy, the link in the cookie restriction mode returns “404 - Page Not Found.” To

redirect traffic to the new URL key, create a custom rewrite with the following settings:
Request Path:

privacy-policy-cookie-restriction-mode

Target Path:

privacy-policy

Redirect:

Permanent (301)

Process Overview:
Step 1: Create the Rewrite
Step 2: Refresh the Index
Step 3: Test the Result

Step 1: Create the Rewrite
1.

On the Admin sidebar, tap Marketing. Then under SEO & Search, choose URL Rewrites.

In the upper-right corner, tap Add URL Rewrite.

Set Create URL Rewrite to “for CMS page.”

Find the page that you want to redirect in the grid, and open the record.

Custom URL Rewrite

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Creating URL Rewrites

Under URL Rewrite Information, do the following:
a.

If you have multiple store views, select the Store where the rewrite applies.

In the Request Path field, enter the URL key, of the CMS page to be redirected.
l

To redirect to another CMS page in your store, enter the relative path, without a leading
forward slash.
To redirect to a page on a different site, enter the fully qualified URL of the destination.

Set Redirectto one of the following:
l

Temporary (302)

Permanent (301)

For your own reference, enter a brief description of the rewrite.

URL Rewrite Information
6.

When complete, tap Save.
The new rewrite appears in the grid at the top of the list.

Step 2: Refresh the Index
1.

On the Admin sidebar, tap System. Then under Tools, choose Index Management.

Mark the Catalog URL Rewrites checkbox.

Set the Actions control to “Reindex Data,” and tap Submit.

Step 3: Test the Result
Test the rewrite from your store to make sure that it works correctly.

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Notes

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CHAPTER 30:

Google Tools
Your store configuration is integrated with the following Google tools to help optimize your
content, analyze your traffic, and connect your catalog to shopping aggregators and
marketplaces.
l

Google Analytics

Google Adwords

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Google Analytics

CHAPTER 30: Google Tools

Google Analytics
Google Universal Analytics gives you the ability to define additional custom dimensions and
metrics for tracking, with support for offline and mobile app interactions, and access to
ongoing updates.
Process Overview:
Step 1: Sign Up for Google Universal Analytics
Step 2: Complete the Magento Configuration

Step 1: Sign Up for Google Universal Analytics
Visit the Google website, and sign up for a Google Universal Analytics account.

Step 2: Complete the Magento Configuration
1.

Return to your store, and log in to the Admin. On the Admin sidebar, tap Stores. Then under
Settings, choose Configuration.

In the panel on the left, under Sales, choose Google API.

Expand

the Google Analytics section. Then, do the following:

Set Enable to “Yes.”

If you want to conduct A/B testing and other performance tests on your content, set
Content Experiments to “Yes.”

Enter your Universal Analytics Account Number.

Google Analytics
4.

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When complete, tap Save Config.

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CHAPTER 30: Google Tools

Google Adwords

Google Adwords
Google Adwords is a service that is used to place ads in Google Search results, with tools to
manage the campaigns.

Magento Ad in Google Search Results

Step 1: Sign Up for Google Adwords
Visit Google Adwords, and sign up for an account.

Step 2: Configure Your Store
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under Sales, choose Google API.

Expand

the Google Adwords section. Then, do the following:

Google Adwords
a.

Set Enable to “Yes.”

Enter the Conversion ID from your Google AdWords script.

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Google Adwords

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CHAPTER 30: Google Tools

Set Conversion Language to the language that is identified in your Google AdWords
script.

In the Conversion Format field, enter the numeric value from your Google AdWords
script.

In the Conversion Color field, enter the hexadeciamal value from your Google AdWords
script.

In the Conversion Label field, enter the text string from your Google AdWords script.

The Conversion Value Type is preset to a dynamic variable based on the Total Cost of
sales.

When complete, tap Save Config.

Magento Community Edition 2.0 User Guide

CONTENT
Content Elements
Design & Theme

Content Elements

Content Menu
Pages
Core Content
Default Pages
Workspace Controls
Page Search
Page Actions
Grid Layout
Adding a New Page
Assigning a New Home Page
Media Storage
Using the Editor
Inserting a Link
Inserting an Image
Inserting a Widget
Inserting a Variable
Blocks
Adding a New Block
Adding Social Plugins
Adding a Lightbox or Slider
Positioning Blocks
Using a Widget
Using a Layout Update
Widgets
Widget Types
Creating a Widget
New Products List

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CHAPTER 31:

Content Menu
The term content marketing1 refers to the art of promoting your products or services by
providing valuable information to your customers at no charge. The quality of your content
helps distinguish your store from others, increases your visibility to search engines, and
provides support to your customers. This soft-sell approach is often more effective than
advertising, builds credibility and trust, and can turn your store into a destination.
Content is still king.
Your content should reflect the branding of your store, and be delivered with your
distinctive visual presentation and voice to convey your message. Use pictures to tell a
story. Educate, inspire, and entertain. Keep in mind that with quality content, sometimes
less is more.

Content Menu

1The art of promoting products or services by providing valuable information at no charge.

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Menu Options

Pages
Create pages with text, images, blocks, variables, and
widgets, that can be incorporated into the navigation
of your store, and linked to other pages..

Blocks
Create blocks of content without writing any code.
Blocks can contain text, images, and even video, and
can be assigned to any part of the page layout.

Widgets
Display dynamic data and add blocks, links, and
interactive elements most anywhere in your store.

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Pages
All content can be viewed in terms of its shelf life, just as any product in a store. Did you
know that the shelf life of social media content is less than twenty-four hours? The
potential shelf life of the content you create can help you decide where to invest your
resources.
Content with a long shelf life is sometimes referred to as evergreen content1. Examples
of evergreen content include customer success stories, "how to" instructions, and
Frequently Asked Questions (FAQ.) In contrast, content is perishable by nature includes
events, industry news, and press releases.

1Content that has a long shelf life.

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Core Content

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Core Content
The Magento demo store has examples of core content pages to help you get started. Take a
look at the following pages in your store, to make sure that the content conveys your message,
voice, and brand.

Content Pages

Home
The demo “Home” page includes a banner, an image
carousel, several static blocks with links, and a list of
new products.

About Us
The “About Us” page is linked from the footer of your
store. You can include images, video, links to press
releases and announcements. The sample page has an
image on the right, and one of a decorative sort to
indicate the end of the page.

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Customer Service
The “Customer Service” page is another node in the
page hierarchy. The two headers on the page have
content that only becomes visible when the header is
clicked.

Privacy Policy
Your store’s “Privacy Policy” page should be updated
with your own information. As a best practice, your
privacy policy should explain to your customers the
type of information that your company collects and
how it is used.

Page Not Found
The “404 Page Not Found” page is named for the
response code that is returned when a page cannot be
found. URL redirects reduce the number of times that
this page appears. However, for those times when it is
necessary, you might as well take advantage of the
opportunity to offer some links to products that the
customer might find interesting.

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Enable Cookies
The “Enable Cookies” page appears when visitors to
your site do not have cookies enabled in their
browsers. The page provides step-by-step, illustrated
instructions to enable cookies for the most popular
browsers.

Service Unavailable
The “503 Service Unavailable" page is named for the
response code that is returned when the server is
unavailable.

Default Pages
The Default Pages configuration determines the landing page that is associated with the base
URL, and the corresponding home page. It also determines which page appears when a “Page
Not Found” error occurs, and if a breadcrumb trail appears at the top of each page.

To configure the default pages:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under General, choose Web.

Expand

the Default Pages section. Then, do the following:

Default Pages

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Core Content

In the Default Web URL field, enter the relative path to the folder in the Magento
installation that contains the landing page. The default value is “cms.”
For a specific store view, clear the Use Default checkbox next to the Default Web URL field,
and any other default fields to be changed.

Set CMS Home Page to the CMS page to be used as the home page.

In the Default No-route URL field, enter the relative path to the folder in the Magento
installation where the page is redirected when a “404 Page Not Found” error occurs. The
default value is “cms/index/noRoute.”

Set CMS No Route Page to the CMS page that appears when a “404 Page Not Found”
error occurs.

Set CMS No Cookies Page to the CMS page that appears when cookies are disabled in the
browser.

If you want a breadcrumb trail to appear at the top of all CMS pages, set Show
Breadcrumbs for CMS Pages to “Yes.”

When complete, tap Save Config.

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Workspace Controls

CHAPTER 32: Pages

Workspace Controls
The Pages workspace includes tools to help you quickly find the pages you need, and
commands to perform routine maintenance on individual or multiple pages. You can also
quickly update page properties from the grid.

Pages Grid

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To quickly update page properties:
1.

Double-click any page in the grid;

Update any of the following properties:

Title

URL Key

Status

Layout

When complete, tap Save.

Update Page Properties

Workspace Controls
CONTROL
Store View
Add New Page

DESCRIPTION
Sets the scope to a specific view.
Adds a new page.

Initiates a catalog search based on the current filters.

Reset Filter

Restores all filters to a blank state.

Actions

Lists all actions that can be applied to selected items in the list. To
apply an action to a page, or to multiple pages, mark the checkbox in
the first column of each record that is subject to the action. Options:
Delete
Change Status
Update Attributes

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Workspace Controls (cont.)
CONTROL
Select

DESCRIPTION
Can be used to select multiple records as the target of action. The
checkbox is marked in the first column of each selected record.
Options: Select All / Deselect All

Submit

Edit

Applies the current action to selected records.
Opens the record in edit mode. You can accomplish the same thing
by clicking anywhere on the row.

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Columns
COLUMN
Select

DESCRIPTION
The checkbox in the first column is used to apply the following
actions to specific or multiple pages:
Delete
Disable
Enable

The ID is an incrementing number that is assigned to each page.

Title

The page title appears at the top of each page.

URL Key

The URL key is similar to a file name, and identifies the page in the
URL.

Layout

Determines if the page appears with sidebars to the right or left of the
main content area. Options:
1 column
2 columns with left bar
2 columns with right bar
3 columns
Empty

Store View

Can be used to associate the page with a specific store view.

Status

Indicates if the page is currently online or offline. Options: Disabled /
Published

Created

The date the page was created.

Modified

The data the page was last modified.

Version Control

Indicates if the page is maintained under version control.
Options: Yes / No

Action

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Edit

Opens the page in edit mode.

Delete

Deletes the page.

Preview

Displays the page in preview mode.

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Page Search
The Search box in the upper-left of the page grid can be used to find specific pages by keyword.
For a more advanced search, you can filter the search by multiple parameters.

Keyword Search Results

To search by keyword:

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Enter a search term into the page search box.

Tap Search

to display the results.

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To filter search:
1.

If necessary, click Clear All to clear the previous search criteria.

Tap the Filters

Complete as many of the filters as necessary to describe the page(s) that you want to find.

Tap Apply Filters to display the results.

tab to display the selection of search filters.

Filtered Search

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Search Filters
FILTER

DESCRIPTION

Filter the search by page record ID.

URL Key

Filter the search by the URL Key.

Version Control

Filter the search on the basis of version control: Yes / No

Created

Filter the search by the date the page was created.

Layout

Filter the search based on page layout. Options:
1 column
2 columns with left bar
2 columns with right bar
3 columns
Empty

Modified

Filter the search based on the date the page was last modified.

Store View

Filter the search based on store view. Options: (All available Store
Views)

Title

Filter the search based on the page title.

Status

Filter the search on the page status. Options: Disables / Published
Apply Filters

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Applies all filters to the search.

Cancel

Cancels the current search.

Clear All

Clears all search filters.

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Page Actions
The following actions can be applied to selected pages. To select individual pages, mark the
checkbox in the first column. To select or deselect all pages, use the control at the top of the
column.
l

Delete

Disable

Enable

Page Actions

Applying Actions
The Action column on the far right can be used to apply any of the following actions to the
individual page:
l

Edit

Delete

Preview.

Single Page Actions

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Page Grid Layout
The selection of columns and their order in the grid can be changed according to your
preference. To keep the new column arrangement, you can save it as a view.

Page Grid Columns

To change the selection of columns:
In the upper-right corner, tap the Columns

control. Then, do the following:

Mark the checkbox of any column you want to add to the grid.

Clear the checkbox of any column you want to remove from the grid.

To move a column:

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Tap the header of the column, and hold.

Drag the column to the new position, and release.

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Moving a Column

To save a view:
1.

Tap the View

control. Then, tap Save Current View.

Enter a name for the view. Then, click the arrow

to save all changes.

The name of the view now appears as the current view.

Save Current View

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To change the view:
Tap the View

control. Then, do one of the following:

Choose the view that you want to use.

To change the name of a view, tap the Edit

icon. Then, update the name.

Choose a View

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Adding a New Page

Adding a New Page
The process of adding a new content page to your store is essentially the same for any type of
page you might want to create. You can include text, images, blocks of content, variables, and
frontend apps. Most content pages are designed to be read by search engines first, and by
people second. Keep the needs of each of these two very different audiences in mind when
choosing the page title and URL, composing the meta data, and writing the content.
The following instructions walk you through each step to create a basic page. Some advanced
features are skipped over, but covered in other topics. Each is marked as “Advanced,” with a
link to learn more.

Pages

Process Overview:
Step 1: Add a New Page
Step 2: Select the Page Layout
Step 3: Complete the Content
Step 4: Complete the Meta Data
Step 5: Preview the Page
Step 6: Publish the Page

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Step 1: Add a New Page
1.

On the Admin sidebar, tap Content. Then under Elements, choose Pages.

Tap Add New Page.

Page Information
3.

In the Page Information section, do the following:
a.

Enter the Page Title. The Page Title is meta data that appears in the title bar and tab of
the browser.

Enter a URL Key for the page, using lowercase characters, and hyphens instead of spaces.
The URL Key is added to the base URL to create the online address of the page.

In the Store View list, select each view where this page is to be available.

Set Status to “Disabled.” (You can change this later when the page is ready to go live.)

(Advanced) Version control maintains an archive of all page revisions. To learn more,
see: .

Tap Save and Continue Edit.

Step 2: Choose the Page Layout

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In the panel on the left, choose Design.

In the Page Layout section, set Layout to one of the following:

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1 column

2 columns with left bar

2 columns with right bar

3 columns

Adding a New Page

To learn more, see: Page Layout.
3.

(Advanced) Custom page layouts are used to make custom modifications to the page layout.
To learn more, see:Layout Updates .

(Advanced) The Custom Design section can be used to change the theme, layout, or style of the
page for period of time, such as for a season or promotion. To learn more, see: Custom Design.

Page Layout

Step 3: Complete the Content
1.

In the panel on the left, choose Content.

In the Content Heading box, type the text for the main heading at the top of the page.

You can work in either of the following modes:
l

If you prefer to use the WYSIWYG editor, tap Show / Hide Editor. To learn more, see: Using
the Editor.
If you prefer to work directly with the HTML, tap Show / Hide Editor again to return to code
view.

Complete the content and format the text as needed. You can add images, variables, and a
variety of frontend apps with dynamic data.

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Show / Hide Editor
5.

Tap Save and Continue Edit.

Step 4: Complete the Meta Data
1.

In the panel on the left, choose Meta Data.

Complete the Keywords and Description for the page. This information helps search engines
to index the page.

Tap Save and Continue Edit.

Step 5: Preview the Page
1.

To proofread the page and check the formatting, tap Preview at the top of the workspace.

The preview opens in a new browser tab. To return to your work, either close the preview tab, or
switch to the tab that is open to the Admin of your store.

Step 6: Publish the Page
1.

When you are ready to publish the page, do the following:
a.

In the panel on the left, choose Page Information.

Set Status to “Published.”

Tap Save Page.
Now that your page is complete, it can be added to your store navigation, linked to other
pages, or from the footer of your store. You can also use it as your new home page.

Assigning a New Home Page

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You can maintain a selection of different home pages, and activate the page that you want to
use as the default home page.

To Assign a New Home Page
1.

Complete the steps to add a new page.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under General, choose Web.

Expand

the Default Pages section. Then, do the following:

Default Pages

Set CMS Home Page to the new page.

Tap Save Config.

In the message at the top of the workspace, tap the Cache Management link, and refresh any
invalid caches.

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Media Storage

CHAPTER 32: Pages

Media Storage
Media storage helps you organize and gain access to media files that are stored on the server.
The path to the location of the files is determined by the Base URL configuration. Files in
media storage can be accessed from the editor while working on pages and static blocks. Media
storage is usually located in the file system on the same server as the Magento program files.
Alternatively, the files can be managed in a database, or located on a separate server or content
delivery network.

Media Storage

To upload an image to media storage:

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In the directory tree on the left, navigate to the folder where the image will be stored. If
necessary, press the right mouse button, and create any new folders that are needed.

From the editor, do the following:
a.

Tap Browse Files . Navigate to the file on your computer, and select it. Then, tap Open to
copy the file name to Media Storage.

Tap Upload File to upload the the image to Media Storage.

To link the image to a file, click to select the image. Then, tap Insert File .

To complete the Alt tag, place the cursor between the double-quotes, and enter the alt text.

To see the image in WYSIWYG mode, tap Show / Hide Editor .

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Using the Editor

Using the Editor
The WYSIWYG editor gives you the ability to enter and format while working in a “What You
See Is What You Get” view of the content. If you prefer to work directly with the underlying
HTML code, you can easily change modes. The editor can be used to create content for pages,
blocks, and product descriptions. When working in the product catalog, the editor is accessed
by clicking the WYSIWYG Editor button.
For a complete list of toolbar buttons, see: Using the Editor.in the online guide.

Editor Toolbar

Inserting a Link
An easy way to insert a link is to use the Link button in the editor toolbar. It doesn’t require
any knowledge of HTML, and the result is the same.

To insert a link:
1.

Highlight the text where you want to create the link. Then, in the editor toolbar, tap the Link
button.

Insert Link Button
2.

In the Link URL field, enter one of the following:
l

The URL Key of a page in your store.

The full URL of an external page to be linked.

Set Target to one of the following:
l

Open link in the same window

Open in a new window

In the Title field, enter the tooltip text to appear when someone hovers over the link.

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Tap Insert to create the link.

Inserting an Image
From the editor, you can insert an image that has been uploaded to Media Storage, or link to
an image that resides on another server.

Media Storage

Method 1: Insert an Image from Media Storage
1.

If necessary, tap Show / Hide Editor to work directly with the code.

Position the cursor where you want the code for the image to be inserted. Then, tap Insert
Image.

Choose the image that you want to use, and tap Insert File .

To view the image in WYSIWYG mode, tap Show / Hide Editor again.

Method 2: Insert an Image from Another Server
Use this method to insert an image that is available online, but resides on another server. You
must have the full URL of the image to complete the process.

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If necessary, tap Show / Hide Editor to work in WYSIWYG mode.

Position your cursor where you want the image to appear.

On the Editor toolbar, tap the Insert Image button. Then, do the following:

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Insert Image Button

In the Image URL field, paste the full URL to the image on the other server.

In the Image Description field, enter a brief description of the image.

In the Title field, enter a relevant title for the image.

Tap Insert to complete the process.

Inserting a Widget
The Widget tool can be used to add a variety of content elements to the page, including links to
any content page or node, product, or category. Links can be positioned on the page in a block
format, or incorporated directly into the content. You can use the Widget tool to create links to
the following types of content:
l

Content Pages

Catalog Categories

Catalog Products

By default, links inherit their style from the style sheet of the theme.

To insert a widget:
1.

Open the content page to be edited.

In the panel on the left, choose Content. Then, use either of the following methods:

Method 1: WYSIWYG Mode
1.

Tap Show / Hide Editor to work in WYSIWYG mode.

Position the cursor in the text where you want the widget to appear.

On the editor toolbar, tap Insert Widget.

Method 2: HTML Mode
From the HTML editor, tap Insert Widget.
3.

When prompted, choose the Widget Type. This example shows how to insert a link to a
product.

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To use the product name, leave the Anchor Custom Text field empty.

Enter a Anchor Custom Title for best SEO practice. (The title isn't visible on the page.)

Set Template to one of the following:

To incorporate the link into text, select “Product Link Inline Template.”

To place the link on a separate line, select “Product Link Block Template.”

Tap Select Product, and do the following:
a.

In the tree, navigate to the category you want.

In the list, choose the linked product.

Click Insert Widget to place the link on the page. In the HTML, a markup tag for the link
appears at the top of the page, enclosed in double curly braces.

If needed, use Cut (Ctrl + x) and Paste (Ctrl + v) to position the markup tag in the code
where you want the link to appear.

Tap Show / Hide Editor to see the link in WYSIWYG mode.
You can continue editing the page, and incorporate other links into the content.

Inserting a Variable
Your store includes many predefined variables that can be incorporated into content pages and
other communications.

To insert a variable on a page:
1.

Do one of the following:
l

Open an existing page.

Create a new page.

In the panel on the left, choose Content. Then from the editor, do one of the following:
l

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Position the cursor where you want the variable to appear, and tap Insert Variable.
If you prefer to work with the code, click Show / Hide Editor. Position the insertion point in
the text where you want the variable to appear. Then, tap Insert Variable.

In the list of available variables, choose the one you want to insert into the page.

When complete, tap Save.

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Content Blocks
A block is a modular unit of content that can be positioned most anywhere on the page.
Content blocks are sometimes referred to as static blocks, or CMS blocks, and can be used
to display fixed information such as text, images, and embedded video, as well as dynamic
information from a widget or that originates in a database or other source. Most elements
on the home page are blocks that can be easily managed.
You can create custom blocks of content without writing any code, and assign them to
appear in a specific place in the page layout. Blocks can also be defined and positioned by
making a layout update in XML code.

Blocks on Home Page

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Adding New Blocks
Custom blocks of content can be added to any page, group of pages, or even to another block.
You can place code for a carousel image slider in a block, and then position the block on the
home page.
The Blocks workspace uses the same basic controls as the Pages workspace to help you find
blocks and perform routine maintenance operations.

Blocks Workspace

To create a block:

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On the Admin sidebar, tap Content. Then under Elements, choose Blocks.

In the upper-right corner, tap Add New Block. Then, do the following:
a.

Assign a Block Title for internal reference.

Assign a unique Identifier to the block. Use all lowercase characters, with underscores
instead of spaces.

Choose the Store View(s) where the block will be available.

Set Status to “Enabled” to make the block visible in the store.

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Complete the Content of the block
l

You can use the editor to format text, create links and tables, images, video, and audio.

If you prefer to work with the HTML code, tap Show / Hide Editor.

When complete, tap Save Block.

General Information

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Adding Social Plugins
Social networking sites have a numerous oplugins that can easily be added to your store. In
addition, there are many extensions on Magento Connect that can be used to integrate your
store with social media. The following example shows how to add a Facebook “Like” button to
your store.

Facebook Plugins

Step 1: Get the Button Code
1.

On the Facebook website, go to the button setup page.

In the URL to Like field, enter the URL of the page in your store that you want people to Like.
For example, you might enter the URL of your store’s home page. Then, do the following:

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Choose the Layout for the button.

Enter the Width in pixels that is available on your site for the button and any associated
text message.

Set Action Type to one of the following:
l

Recommend

Tap Get Code to copy the generated code to the clipboard.

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Like Button Setup

Step 2: Create a Content Block
1.

Return to your store. On the Admin sidebar, tap Content. Then under Elements, choose
Blocks.

In the upper-right corner, click tap Add New Block. Then, do the following:

Enter a descriptive Block Title for internal reference. For example: Facebook Like Button.

Assign a unique Identifier to the block, using all lowercase characters, and underscores
instead of spaces. For example: facebook_like_button.

If your Magento installation has multiple stores or store views, choose Store View(s)
where you want the block to appear.

Set Status to “Enabled.”

Paste the snippet of code that you copied from the Facebook site into the Content box.

When complete, tap Save Block.

Step 3: Place the Block
1.

On the Admin sidebar, tap Content. Then under Elements, choose Frontend App.

In the upper-right corner, tap Add New Widget. Then, do the following:

In the Settings section, set Type to “CMS Static Block.” Then, tap Continue.

Verify that Design Theme is set to the current theme.

Tap Continue.

In the Storefront Properties section, do the following:

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In the Widget Title field, enter a title for internal reference.

Set Assign to Store Views to “All Store Views,” or to the view where the app will be
available. To select more than one, hold the Ctrl key down and select each option.

Enter a number in the Sort Order field to determine the order of the block if it assigned to
appear in the same location on the page as other content elements. The top position is
zero.

In the Layout Updates section, tap Add Layout Update. Then, do the following:

Set Display On to the category, product, or page where you want the block to appear. To place
the block on a specific page, do the following:
a.

Set Pageto where you want the block to appear.
For example, if you choose “All Pages,” and position the block in either the header or
footer, the block will appear in the same place on every page of the store.

Choose the Block Reference to identify the place on the page where the block is to be
placed.

Accept the default setting for Template, which is set to "CMS Static Block Default
Template."

Tap Save and Continue Edit.

In the panel on the left, choose Widget Options.

Tap Select Block…. Then in the list, choose the block that you want to place.

When complete, tap Save.

When prompted, follow the instructions at the top of the workspace to update the index and
page cache.
The app now appears in the list.

Step 4: Verify the Location in Your Store
Return to your storefront to verify that the block is in the correct location. To move the block,
you can reopen the widget try a different page or block reference.

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Adding a Lightbox or Slider
There is a wide assortment of jQuery-based image lightboxes and sliders available on Magento
Connect, and many are free. To add a lightbox or slider to your store, download the extension
from Magento Connect, and follow the instructions from the developer.

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Positioning Blocks
The code that controls the page layout and placement of blocks is written in XML Widgets
make it easy to position a block at a specific place on the page, and even for a specific product
or category without writing any code. You can select each option from a list, rather than trying
to remember all of the possible combinations.
The following list shows the locations by page type where blocks are typically placed. To learn
more about how areas on the page are defined, see: Standard Page Layouts.

Category and CMS Pages
BLOCK REFERENCE
Breadcrumbs

POSITION
The navigation aid at the top of many pages that shows your current
location as a link. Any additional content placed in the Breadcrumbs
reference floats to the right of the breadcrumbs, if displayed.

Left Column

Content is added to the left column.

Main Content Area

Content is added to the main content area.

My Cart Extra Actions

Content appears below the Cart Subtotal in the My Cart popup
located within the top link.

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Navigation Bar

Content appears below the main navigation bar.

Page Bottom

Content appears at the bottom of the page.

Page Footer

Content appears above the footer of the page.

Page Header

Content appears below the header of the page.

Page Top

Content appears at the top of the page.

Right Column

Content appears in the right column.

Store Language

Content appears in the upper-left corner of the header.

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Positioning Blocks

Product Page
BLOCK REFERENCE
Alert URLs

POSITION
Content appears below the title of the product on the product detail
page.

Bottom Block Options

If custom options are added, content appears below the Add to Cart

Wrapper

button.

Breadcrumbs

Content appears to the right of breadcrumbs—the navigation aid that
provides links as a path—that’s showcased below the navigation
bar.

Info Column Options

If a custom options are added, content appears to the right. The

Wrapper

same location applies to configurable options.

Left Column

Content appears below the left column blocks.

Main Content Area

Content appears below the main content area.

My Cart Extra Actions

Content appears below the Cart Subtotal in the My Cart popup
located within the top link.

Navigation Bar

Content appears below the main navigation bar.

Page Bottom

Content appears at the bottom of the page.

Page Footer

Content appears above the footer of the page.

Page Header

Content appears below the header of the page.

Page Top

Content appears at the top of the page.

PayPal Express Checkout

If the PayPal payment method is enabled, content appears below the

(Payflow Edition) Shortcut

PayPal buy button.

Wrapper
PayPal Express Checkout

If the PayPal payment method is enabled, content appears below the

Shortcut Wrapper

PayPal buy button.

Product Tags List

Content appears below the products tag bar.

Product View Extra Hint

Content appears below the main top price of the product.

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BLOCK REFERENCE

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POSITION

Right Column

Content appears below the right column blocks.

Store Language

Content appears to the right of the language chooser.

Tags List Before

Content appears above the Add Your Tags field.

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Positioning Blocks

Using a Widget
The CMS Static Block widget gives you the ability to place an existing content block most
anywhere in your store.

Process Overview:
Step 1: Choose the Type
Step 2: Complete the Layout Updates
Step 3: Place the Block

Step 1: Choose the Type
1.

On the Admin sidebar, tap Content. Then under Elements, choose Widgets.

In the upper-right corner, tap Add Widget. Then do the following:
a.

In the Settings section, set Type to “CMS Static Block.” Then, tap Continue.

Verify that Design Theme is set to the current theme.

Tap Continue.

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Settings
3.

In the Storefront Properties section, do the following:
a.

In the Widget Title field, enter a descriptive title for internal reference.

Set Assign to Store Views to “All Store Views,” or to the view where the app will be
available. To select more than one, hold the Ctrl key down and select each option.

Enter a number in the Sort Order field to determine the order of the block if it assigned to
appear in the same location on the page as other content elements. The top position is
zero.

Storefront Properties

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Positioning Blocks

Step 2: Complete the Layout Updates
1.

In the Layout Updates section, tap Add Layout Update. Then, do the following:

Set Display On to the category, product, or page where you want the block to appear. To place
the block on a specific page, do the following:
a.

Choose the Page where you want the block to appear.

Choose the Block Reference that identifies the place on the page where the block is to be
placed.

Accept the default setting for Template, which is set to "CMS Static Block Default
Template."

Layout Updates

Step 3: Place the Block
1.

In the panel on the left, select Widget Options.

Tap Select Block…. Then in the list, choose the block that you want to place.

When complete, tap Save.
The app now appears in the list.

When prompted, follow the instructions at the top of the workspace to update the index and
page cache.

Return to your storefront to verify that the block appears in the correct location. To move the
block, you can reopen the frontend app try a different page or block reference.

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Using a Layout Update
Blocks can be placed in the left or right sidebar of a specific page by making a layout update to
the XML code. With a few simple changes to the code, you can position the block in either
sidebar, and control its position in relation to other blocks.
The term callout1 is sometimes used to refer to a block that is defined as a layout update with
XML code. The term sidebar2 refers to the left or right columns of the page layout. When
entering layout update code, make sure to follow the syntax exactly as shown in the example.
To place a block in the sidebar, the page must have a two-or three-column layout. To learn more,
see: Page Layout.

To place a block in the sidebar of a page:
1.

On the Admin sidebar, tap Content. Then under Elements, choose Blocks.

In the grid, find the block you want to place, and take note of its Identifier. Make sure that you
have the correct spelling.

On the Admin sidebar, tap Content. Then under Elements, choose Pages.

Find the page where you want to place the block, and open the page in edit mode.

In the panel on the left, choose Design. Then, do the following:
a.

In the Layout Update XML box, enter the code for the right or left sidebar.
Code for CMS Block in Sidebar

your-block-id

Change the reference name to identify either the “right” or “left” column, according to the
layout of the page.

Change the block_id to the identifier of the block that is being placed.

When complete, tap Save Page.

1A term that is sometimes used to describe a block that is defined as a layout update using XML code.
2The right or left column of a two-column page layout.

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Widgets
A widget is a snippet of code that makes it possible to display a wide range of content and
place it at specific block references in your store. Many display real-time, dynamic data
and create opportunities for your customers to interact with your store. The Widget tool
makes it easy to place existing content such as blocks with images and text, and
interactive elements most anywhere in your store.
You can use widgets to create landing pages for marketing campaigns, display
promotional content at specific locations throughout the store. Widgets can also be used to
add interactive elements and action blocks for external review systems, video chats, voting,
and subscription forms, or to provide navigation elements for tag clouds and image
sliders.

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Widget Types

CHAPTER 34: Widgets

Widget Types
Widgets
TYPE
CMS Page Link

DESCRIPTION
Displays a link to a selected page. Allows you to specify custom text
and title. When the link is complete, it can be used in content pages
and blocks.

CMS Static Block

Displays a block of content at a specific location on a page.

Catalog Category Link

Displays either an inline or block-style link to a selected catalog
category. When the link is complete, it can be used in content pages
and blocks.

Catalog New Products List Displays a block of products which have been designated as new, for
the duration of time specified in the product record.
Catalog Product Link

Displays either an inline or block-style link to a selected catalog
product. When the link is complete, it can be used in content pages
and blocks.

Catalog Products List

Displays a list of products from the catalog.

Orders and Returns

Gives customers the ability to submit their own requests for returned
merchandise authorization.

Recently Compared

Displays the block of recently compared products. You can specify

Products

the number of products included, and format them as a list or product
grid.

Recently Viewed Products

Displays the block of recently viewed products. You can specify the
number of products included, and format them as a list or product
grid.

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Creating a Widget

Creating a Widget
The process of creating a widget is nearly the same for each type. You can follow the first part
of the instructions, and then complete the last part for the specific type of widget.

Widgets

Process Overview:
Step 1: Choose the Type
Step 2: Specify Where It Goes
Step 3: Complete the Options
Step 4: Check It Out!

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Step 1: Choose the Type
1.

On the Admin sidebar, tap Content. Then under Elements, choose Widgets.

Tap Add Widget. Then, do the following;

In the Settings section, set Type to the type of widget that you want to create. ”Then, tap
Continue.

Verify that Design Theme is set to the current theme.

Tap Continue.

Widget Settings

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Creating a Widget

Under Storefront Properties, do the following:
a.

In the Widget Title field, enter a descriptive title for internal reference only.

Set Assign to Store Views to “All Store Views,” or to the view where the app will be
available. To select more than one, hold the Ctrl key down and select each option.

Enter a number in the Sort Order field to determine the order of the block if it appears in
the same location as other content elements. The top position is zero.

Storefront Properties

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Step 2: Specify Where It Goes
1.

In the Layout Updates section, tap Add Layout Update.

Set Display On to the type of page where it is to appear.

In the Block Reference list, choose the area of the page layout where it is to be placed.

Layout Updates
4.

If the widget is a link, set Template to one of the following:
Block Template

Formats the content so it can be placed as standalone unit on
the page.

Inline Template

Formats the content so it can be placed inside other content. For
example, a link that goes inside a paragraph of text.

Step 3: Complete the Options
The options for each widget type vary slightly, but the process is essentially the same. The
following example displays the product list for a specific category, with pagination controls.

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In the panel on the left, choose Widget Options.

Tap Select Block.

Enter a Title to appear above the list. For example, “Featured Products.”

For pagination controls, set Display Page Control to “Yes.” Then, do the following:
a.

Enter the Number of Products per Page.

Enter the total Number of Products to Display.

Set Condition to the category of products to be featured. The process is the same as
setting a condition for a price rule.

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Creating a Widget

Widget Options
5.

When complete, tap Save.

When prompted, follow the instructions at the top of the workspace to update the cache, as
needed.

Step 4: Check It Out!
Return to your storefront to verify that the widget is working correctly. To move it to a different
location, you can reopen the widget and try a different page or block reference.

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New Products List
The list of new products is an example of dynamic content, and consists of live data that is
pulled from your product catalog. By default, the “New Products” list includes the first eight of
the most recently added products. However, it can also be configured to include only products
within a specified date range.
Process Overview:
Step 1: Set the Date Range for Each Product
Step 2: Create the Widget
Step 3: Choose the Location
Step 4: Configure the List
Step 5: Preview Your Work

Step 1: Set the Date Range for Each Product
To make a product appear in the list by date range, the “New From” dates must be entered in
the product. The product then appears in the New Products list during the date range
specified.
1.

On the Admin sidebar, tap Products. Then under Inventory, choose Catalog.

Find each product that you want to feature, and open in edit mode. Then, do the following:
a.

In the Set Product as New From Date field, tap the calendar
date that you want the product to be featured.

In the Set Product as New To Date field, tap the calendar
that you want the product to be featured.

. Then, choose the first

. Then, choose the last date

When complete, tap Save.

When you are prompted to reindex and refresh the page cache, click the links at the top of the
workspace, and follow the instructions.
The products now appear in the New Products list during the specified date range.

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Creating a Widget

Step 2: Create the Widget
The code that determines the content of the New Products list and its placement in your store
is generated by the Widget tool.
1.

On the Admin sidebar, tap Content. Then under Elements, choose Widgets.

In the upper-right corner, tap Add New Widget.

In the Settings section, do the following:

Set Type to “Catalog New Products List.”

Choose the Design Theme that is used by the store.

Tap Continue.

Widget Type
5.

In the Storefront Properties section, complete the following fields:
Widget Title

Enter a descriptive title for your widget. This title is visible only
from the Admin.

Assign to Store Views

Select the store views where the widget will be visible. You can
select a specific store view, or "All Store Views."

Sort Order

(Optional) Enter a number to determine the order this items
appears with others in the same part of the page. (0 = first, 1 =
second, 3= third, and so on.)

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Storefront Properties

Step 3: Choose the Location
1.

In the Layout Updates section, tap Add Layout Update. Then, do the following:
a.

Set Display On to “Specified Page.”

Set Page to “CMS Home Page.”

Set Block Reference to “Main Content Area.”

Set Template to one of the following:
l

New Product List Templates

New Products Grid Template

Layout Updates

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Creating a Widget

Tap Save and Continue Edit.

Step 4: Configure the List
1.

In the panel on the left, choose Widget Options. Then, do the following:

Set Display Products to one of the following:

All Products

Lists products in sequence, starting with those most recently
added.

New Products

Lists only the products which are identified as “New.” A product
is considered to be new during the date range specified in the
“Set Product As New From” date and “Set Product As New To”
date. fields of the product. The list will be blank if the date range
expires and no additional products have been set as "New."

Complete the remaining information as follows:
a.

To provide navigation control for lists with multiple pages, set Display Page Control to
“Yes.” Then, in the Number of Products per Page field, enter the number of products you
want to appear on each page.

Set Number of Products to Display to the number of new products you want to include in
the list. The default setting is 10.

In the Cache Lifetime (Seconds) field, select how often you want to refresh the list of new
products. By default, the cache is set to 86400 seconds, or 24 hours.

Widget Options
4.

When complete, tap Save.

When prompted to refresh the cache, click the link in the message at the top of the workspace,
and follow the instructions.

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Step 5: Preview Your Work

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On the Admin sidebar, tap Content. Then under Elements, choose Pages.

Find the page in the grid where the New Products list is to appear. Then, in the Action
column, click the Preview link.

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Design & Theme
Your store's theme is like a window dressing that
can be changed for a season or promotion. In this
section, you will learn about page layouts, how to
make simple HTML changes, and apply a new
theme to your store.

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Contents

Design Menu
Page Setup
HTML Head
Header
Footer
Page Layout
Standard Page Layouts
Storefront Examples
Layout Updates
Standard Block Layout
Layout Update Examples
Layout Update Syntax
Controlling Block Order
XML Load Syntax
Themes
Using the Default Theme
Installing a New Theme
Theme Assets
Scheduling Design Changes

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CHAPTER 35:

Design Menu
Magento provides a variety of easy-to-use design options that you can use to make simple
changes to your store. In addition, you will find many professionally designed themes
available on Magento Connect. Like the window dressing of your store, you can change the
theme for the season or for a promotion.
More advanced users will appreciate the flexibility of working with Magento’s objectoriented environment that assembles pages from separate components. After you
understand the basics, you’ll appreciate working in such a flexible and fluid environment.
To learn more, see the Magento Design’s Guide.

Design Menu

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CHAPTER 35: Design Menu

Menu Options

Themes
The theme determines the visual presentation of your
store, and consists of a collection of layout files,
template files, translation files, and skins.

Schedule
Themes can be activated for a period of time,
according to a schedule. Use the schedule to plan
theme changes in advance for a season or promotion.

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CHAPTER 36:

Page Setup
The main sections of the page are controlled, in part, by a set of standard HTML tags.
Some of these tags can be used determine the selection of fonts, color, size, background
colors, and images that are used in each section of the page. Other settings control page
elements such as the logo in the header, and the copyright notice in the footer. The Page
Setup sections correspond to the underlying structure of the HTML page, and many of the
basic properties can be set from the Admin.

HTML Page Sections

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HTML Head

CHAPTER 36: Page Setup

HTML Head
The settings in the HTML Head section correspond to the tag of an HTML page, and
can be configured for each store view. In addition to meta data for the page title, description,
and keywords, the section includes a link to the favicon, and miscellaneous scripts.
Instructions for search engine robots and the display of the store demo notice are also
configured in this section.

To configure the HTML Head:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under General, choose Design.

If you have multiple stores or views, set the Store View in the upper-left corner to the store
view where the configuration applies. (When configuring a specific store view, you must clear
the Use Default checkbox after each field so new values can be entered.)

Expand

Update the fields as needed. (See the Configuration Reference for a description of each field,)

When complete, tap Save Config.

the HTML Head section.

HTML Head

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Header

Header
The Header section identifies the path to your store logo, and specifies the logo alt text and
welcome message.

Header

To configure the header:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under General, choose Design.

Expand

When complete, tap Save Config.

the Header section. Then, make any changes necessary.

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Footer

CHAPTER 36: Page Setup

Footer
The Footer configuration section is where you can update the copyright notice that appears at
the bottom of the page, and enter miscellaneous scripts that must be positioned before the
closing tag..

Footer

To configure the footer:

538

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under General, choose Design.

Expand

When complete, tap Save Config.

the Footer section. Then, make any changes necessary.

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CHAPTER 37:

Page Layout
The layout of each page in your store consists of distinct sections, or containers, that
define the header, footer, and content areas of the page. Depending on the layout, each
page might have one, two, three columns, or more. You can think of the layout as the
“floor plan” of the page.
Content blocks float to fill the available space, according to the section of the page layout
where they are assigned to appear. You will discover that if you change the layout from a
three-column to a two-column layout, the content of the main area expands to fill the
available space, and any blocks that are associated with the unused side bar seem to
disappear. However, if you restore the three-column layout, the blocks reappear. This fluid
approach, or liquid layout, makes it possible to change the page layout without having to
rework the content. If you are used to working with individual HTML pages, you will
discover that this modular, “building block” approach requires a different way of thinking.

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Standard Page Layouts

CHAPTER 37: Page Layout

Standard Page Layouts
1 Column
The “1 Column” layout can be used to create a
dramatic home page with a large image or focal point.
It’s also a good choice for a landing page, or any other
page that has a combination of text, images, and
video.

2 Columns with Left Bar
The “2 Columns with Left Bar” layout is often used for
pages with navigation on the left, such as a catalog or
search results pages with layered navigation. It is also
an excellent choice for home pages that need
additional navigation or blocks of supporting content
on the left.

2 Columns with Right Bar
With a “2 Columns with Right Bar” layout, the main
content area is large enough for an eye-catching
image or banner. This layout is also often used for
Product pages with blocks of supporting content on
the right.

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Standard Page Layouts

3 Columns
The “3 Column” layout has a center column that is
wide enough for the main text of the page, with room
on each side for additional navigation and blocks of
supporting content.

Empty
The “Empty” layout can be used to define custom
page layouts. To learn more, see the Magento
Designer’s Guide.

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CHAPTER 37: Page Layout

Storefront Examples
The column dimensions are determined by style sheet of the theme. Some themes apply a fixed
pixel width to the page layout, while others use percentages to make the page respond to the
width of the window or device.
Most desktop themes have a fixed width for the main column, and all activity takes place
within this enclosed area. Depending on your screen resolution, there is empty space on each
side of the main column.

1 Column Layout
The content area of a “1 Column” layout spans the full-width of the main column. This layout
is often used for a home page with a large banner or slider, or pages that require no navigation,
such as a login page, splash page, video, or full-page advertisement.

1 Column Layout

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Storefront Examples

2 Columns with Left Bar
The content area of this layout is divided into two columns. The main content column floats to
the right, and the side bar floats to the left.

2 Columns Left Bar

2 Columns with Right Bar
This layout is a mirror image of the other two-column layout. This time, the side bar floats to
the right, and the main content column floats to the left.

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CHAPTER 37: Page Layout

2 Columns Right Bar

3 Columns
A 3-column layout has a main content area with two side columns. The left side bar and main
content column are wrapped together, and float as a unit to the left. The other side bar floats
to the right.

3 Columns

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Layout Updates

Layout Updates
Before you begin working with custom layout updates, it is important to understand how the
pages of your store are constructed, and the difference between the terms layout and layout
update. The term layout1 refers to the visual and structural composition of the page. However,
the term layout update2 refers to a specific set of XML instructions that determines how the
page is constructed.
The XML layout of your Magento Community Edition 2.0 store is a hierarchical structure of
blocks. Some elements appear on every page, and others appear only on specific pages. You can
see how these structural blocks are referenced by examining the layout update code for your
home page. To do so, simply open your home page in edit mode, and choose the Design tab to
view the Page Layout section. Depending on the theme, it might contain instructions to remove
blocks, unset blocks, and add blocks by referencing specific areas of the page layout.
In many cases, the same result can be achieved with the Frontend App tool. To place a block of
content as a frontend app, you must identify the page, and the location on the page where you
want the block to appear. You can use the Frontend App tool to place a block on most any page
in your store, including the home page and all content pages. However, to place a block in the
sidebar of a specific page, you must make the change by entering code as a layout update.

1The visual and structural composition of a page.
2A specific set of XML instructions that determines how the page is constructed.

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Standard Block Layout
In the following diagram, the block names that can be used to refer to a block in the layout are
black, and the block types, or block class paths, are blue.

Standard Block Layout

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Layout Updates

Block Descriptions
BLOCK TYPE
page/html

DESCRIPTION
There can be only one block of this type per page. The block name
is "root," and, it is one of the few root blocks in the layout. You can
also create your own block and name it "root," which is the
standard name for blocks of this type.

page/html_head

There can be only one block of this type per page. The block name
is "head," and it is a child of the root block. This block must not be
removed from layout.

page/html_notices

There can be only one block of this type per page. The block name
is "global_notices," and it is a child of the root block. If this block is
removed from the layout, the global notices will not appear on the
page.

page/html_header

There can be only one block of that type per page. The block name
is "header," and it is a child of the root block. This block
corresponds to the visual header at the top of the page, and
contains several standard blocks. This block must not be
removed.

page/html_wrapper

Although included in the default layout, this block is deprecated,
and only is included to ensure backward compatibility. Do not use
blocks of this type.

page/html_breadcrumbs There can be only one block of this type per page. The name of this

block is "breadcrumbs," and it is a child of the header block. This
block displays breadcrumbs for the current page.
page/html_footer

There can be only one block of this type per page. The block name
is "footer," and it is a child of the root block. The footer block
corresponds to the visual footer at the bottom of the page, and
contains several standard blocks. This block must not be
removed.

page/template_links

There are two blocks of this type in the standard layout. The
"top.links" block is a child of the header block, and corresponds to
the top navigation menu. The "footer_links" block is a child of the
footer block, and corresponds to the bottom navigation menu. It is
possible to manipulate the template links, as shown in the
examples.

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Block Descriptions (cont.)
BLOCK TYPE
page/switch

DESCRIPTION
There are two blocks of this type in a standard layout. The "store_
language" block is a child of the header block, and corresponds to
the top language switcher. The "store_switcher" block is a child of
the footer block, and corresponds to the bottom store switcher.

core/messages

There are two blocks of this type in a standard layout. The "global_
messages" block displays global messages. The "messages"
block is used to display all other messages. If you remove these
blocks, the customer won't be able to see any messages.

core/text_list

This type of block is widely used throughout Magento, and is used
as a placeholder for rendering children blocks.

core/profiler

There is only one instance of this type of block per page. It is used
for the internal Magento profiler, and should not be used for any
other purpose.

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Layout Updates

Layout Update Examples
The following blocks types can be manipulated with custom layout instructions. Each action
must be specified using the full syntax of the instruction. In the following examples, a
simplified notation is used to refer to each action, which corresponds to the full syntax of the
instruction.
Full Syntax

Value 1
Value 2

Value N

Simplified Syntax

?
someActionName($arg1, $arg2, ..., $argN)

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page/template_links
Syntax
ACTION

DESCRIPTION

addLink($label, $url, $title, $prepare

Adds another link to the end of the list of existing links. Just
specify the $label (link caption), $url (link URL) and
$title (link tooltip), and you'll see a new link in the

corresponding place. The $prepare parameter must be "true"
if you want the URL to be prepared, or converted to the full URL
from the shortened URL. For example, the new page becomes
BASE_URL/newpage if prepared.
removeLinkByUrl($url)

Removes a link from the block by its URL. Note that the URL
must be properly specified and exactly match corresponding
URL of the link you want to remove.

cms/block
Syntax
ACTION

DESCRIPTION

setBlockId($blockId)

Specifies the ID of a CMS block, so its content can be fetched
and displayed when the page is rendered.

additional_info

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Layout Updates

core/text
A core/text block can be used to enter free form text directly into the template.

Syntax
ACTION

DESCRIPTION

addText($textContent)

Specifies text to be rendered as the block's content. After the
text is specified, the layout update instructions must continue
to be a valid XML statement. If you use HTML tags as part of
the text, it is recommended to use:

ATTENTION!Check your options
carefully before you submit.
]]>

page/html_welcome
This block can be used to duplicate the “Welcome, !” message that appears in the
header block. When the user is not logged in, the welcome message specified in the
configuration appears.

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Layout Updates

CHAPTER 37: Page Layout

Layout Update Syntax
Custom layout updates can be applied to product category pages, product pages, and content
page to achieve a variety of results, such as:

Create new block.

Update existing content.

Assign actions to blocks.

Remove blocks.

Any change made to the layout is applied when the associated entity—which can be either a
product, category, or CMS page—becomes active in the frontend of the store.
Custom layout update instructions consist of well-formed XML tags, without the
declaration and root tag. As with normal XML, every tag must either be empty or properly
closed, as shown in the following examples:

...

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Layout Updates

Creates a new block within the current context. Layout block nesting defines the ordering of
block initialization location of the blocks on the page.

Syntax
NAME
type

VALUE
*

block class path

An identifier of the block class path that corresponds to the class of the
block. See the list of the available block types below.
name

block name identifier

A name that can be used to address the block in which this attribute is
assigned. If you create a new block with the name that is the same as
one of the existing blocks, your newly created block substitutes the
previously existing block. See the list of names of existing blocks
below.
before

block name | '-'

Is used to position the block before a block with the name specified in
the value. If "-" value used the block is positioned before all other sibling
blocks.
after

block name | '-'

Is used to position the block after a block with the name specified in the
value. If "-" value used the block is positioned after all other sibling
blocks.
template

template filename

A template filename used for the specific block type. As you have no
way to see the list of template files, use whatever template value is
demanded for every block type listed below.
as

block alias

An alias name by which a template calls the block in which this attribute
is assigned. Sometimes it's necessary to specify the alias for a specific
block type.

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Changes the context for all included instructions to a previously defined block. An empty
tag if of no use, because it affects only the instructions which are children.

Syntax
NAME
name

VALUE
*

block name

A name of a block to reference.

Used to access block API, in other words, call block's public methods. It is used to set up the
execution of a certain method of the block during the block generation. Action child tags are
translated into block method arguments. The list of all available methods depends on the block
implementation (e.g. public method of the block class).

Syntax
NAME
method

VALUE
*

block method name

A name of the public method of the block class this instruction is
located in that is called during the block generation.

Removes an existing block from the layout.

Syntax
NAME
name

VALUE
*

block name

The name of the block to be removed.

This instruction performs final modifications to blocks which are already part of the layout.
Every attribute in the instruction—except for the block name—is subject for change. In
addition, the special attribute parent can be used to change the parent of the block. Simply put
the name of the new parent block into the instruction, and the parent of the block
that is referenced will be changed in the layout.

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Layout Updates

Syntax
NAME
name

VALUE
*

block name

The name of any block to be extended.
*

any other

Any other attribute specific for the instruction.
parent

block name

The name of the block that should become a new parent for the
referenced block.
*

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Indicates a required value

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CHAPTER 37: Page Layout

Controlling Block Order
Sometimes more than one content element is assigned to the same structural block. For
example, there might be several block that appear in a sidebar. You can control the order of
blocks by including a “before” or “after” positioning property in the code. To place a block either
before, or after a specific block, replace the hyphen with the block identifier, as shown in the
following examples:
before="-"

Places the block at the top of the sidebar, before other blocks.

after="-"

Places the block at the bottom of the sidebar, after other blocks.

Code to Position Content Blocks

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CHAPTER 37: Page Layout

Layout Updates

XML Load Sequence
For developers, it is important to understand that blocks and layout updates must be loaded in
the correct order, in keeping with the rules of precedence and load sequence1 which
determine how the page is rendered. Magento supports the following page layout scenarios:

Scenario 1: Default Layout
The default layout consists of the visual elements that are visible from every page of the store.
Whether it is a menu item, or a shopping cart block, each item has a handle2 in the default
section of the layout definition.

Scenario 2: Changes to Specific Pages
The second case allows you to create a different layout for a specific page. The XML layout for
specific pages is constructed in the same sequence that Magento loads modules, and is
determined by the system configuration.
In addition to the instructions in the layout update files which are specific to each module, you
can make a custom layout update that applies to a special case in the backend, and is merged
each time the special case occurs.

1The order in which scripts are loaded into memory. To work correctly, some scripts must be loaded before others.
2In programming, a name used to reference an object.

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Notes

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CHAPTER 38:

Themes
A theme is a collection of files that determines the visual presentation of your store. When
you first install Magento Community Edition 2.0, the design elements of the store are
based on the “Default” Theme. In addition to the initial default theme that comes with
your Magento installation, there is a wide variety of themes that are available “off the
shelf” on Magento Connect.
Magento themes include layout files, template files, translation files, and skins. A skin is a
collection of supporting CSS, images, and JavaScript files that together, create the visual
presentation and interactions that your customers experience when they visit your store.
Themes and skins can be modified and customized by a developer or designer who has
knowledge of Magento theme design and access to your server. To learn more, see the
Frontend Developer Guide.

Luma Theme

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Using the Default Theme

CHAPTER 38: Themes

Using the Default Theme
Magento’s default responsive theme renders the display of your storefront for different devices,
and incorporates best practices for desktop, table, and mobile devices. To learn more, see the
Responsive Theme Developer’s Guide.

Design Theme
Some themes are designed to be used only with specific devices. When Magento detects a
specific browser ID, or user agent, it uses the theme that is configured to be used for the specific
browser. The search string can also include Perl-Compatible Regular Expressions (PCRE). To
learn more, see: User Agent.
Firefox
/^mozilla/i

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CHAPTER 38: Themes

Using the Default Theme

To view the default theme:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under General, choose Design.

Expand

Set Design Theme to the theme that you want to apply to the store.

If the theme is to be used for only a specific device, do the following:

the Design Theme section.

Under User-Agent Exceptions, tap Add.

In the Search String field, enter the browser ID for the specific device.
Search strings are matched in the order they are entered.

User-Agent Exceptions
c.
6.

Repeat the process to enter additional devices.

When complete, tap Save Config.

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Installing a New Theme

CHAPTER 38: Themes

Installing a New Theme
When you first install Magento, the design elements of the store are based on the “Default”
theme. You can modify the theme, add themes created by others, or create new ones. To learn
more, see the Designer’s Guide.
Magento Connect contains a wide selection of extensions that you can install to enhance the
appearance of your store. The following example shows how to add a mobile theme from
Magento Connect.

Step 1: Install a New Theme
1.

On the Admin sidebar, tap Find Partners & Extensions.

Under Magento Marketplace, tap Visit Magento Marketplaces.

Find the Magento 2 theme that you want to install, and follow the instructions to install the
theme on your server.

Step 2: Apply the Theme to Your Store
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under General, choose Design.

Expand

Set Design Theme to the new theme.

the Themes section.

Design Theme
5.

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When complete, tap Save Config.

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CHAPTER 38: Themes

Theme Assets

Theme Assets
For a standard installation, the assets associated with a theme are organized in the web folder
at the following location below the Magento root.
[magento_root]/app/design/frontend/Magento/[theme_name]/web

Theme Assets

FOLDER
CSS

DESCRIPTION
Contains the CSS files that control the visual styling that is associated with the
skin.

fonts

Contains any additional fonts that are used by the theme and that are not
available by default on most systems.

images

Contains all images used by the theme, including buttons, background images,
and so on.

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CHAPTER 38: Themes

Merging CSS Files
As part of an effort to optimize your site and reduce page load time, you can reduce the number
of separate CSS files by merging them into a single condensed file. If you open a merged
CSS file, you’ll find one continuous stream of text, with line breaks removed. Because you can’t
edit the merged file, it’s best to wait until you are out of the development mode, and no longer
making frequent changes to the CSS.

To merge CSS files:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Advanced, choose Developer.

Expand

the CSS Settings section.

CSS Settings

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Set Merge CSS Files to “Yes.”

When complete, tap Save Config.

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CHAPTER 38: Themes

Theme Assets

Merging JavaScript Files
Multiple JavaScript files can be merged into a single, condensed file to reduce page load time. If
you open a merged JavaScript file, you’ll find one continuous stream of text, with line breaks
removed. If you are finished with the development process, and the code contains no errors,
you might consider merging the files.

To merge JavaScript files:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Advanced, choose Developer.

Expand

the JavaScript Settings section.

JavaScript Settings
4.

Set Merge JavaScript Files to “Yes.”

When complete, tap Save Config.

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Scheduling Design Changes

CHAPTER 38: Themes

Scheduling Design Changes
Design changes can be scheduled in advance, so they go into effect on schedule. You can use
scheduled design changes for seasonal changes, promotions, or just to add variation.

Store Design Schedule

To schedule a design change:
1.

On the Admin sidebar, tap Content. Then under Design, choose Schedule.

Tap Add Design Change. Then under General Settings, do the following:

New Design Change

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Set Store to the view where the change applies.

Set Custom Design to the theme, or variation of a theme, that is to be used.

To define the period when the change is in effect, use the calendar
for the Date From and Date To fields.

to choose the values

When complete, tap Save.

Magento Community Edition 2.0 User Guide

CUSTOMERS
Customers Menu
All Customers
Now Online
Customer Accounts
Customer Groups

Contents

Customers Menu
All Customers
Now Online
Customer Accounts
Customer Sign In
Account Dashboard
Configuring Customer Accounts

Online Session Length
Account Scope
Login Landing Page
New Account Options
Name and Address Options
Password Options
Creating a New Account
Updating Customer Accounts
Customer Groups

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Customers Menu
The Customers menu provides access to customer account management tools, and gives
you the ability to see who is currently online in your store.

Customers Menu

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CHAPTER 39: Customers Menu

Menu Options

All Customers
Lists all customers who have registered for an account
with your store, or were added by the administrator.

Now Online
Lists all customers and visitors who are currently
online in your store.

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All Customers

All Customers
The Customers page lists all customers who have registered for an account with your store, or
were added by the administrator.

All Customers

To view customer information:
1.

On the Admin sidebar, tap Customers. Then, choose All Customers.

Open any customer record in edit mode.

In the panel on the left, choose the information you need to edit. Then, make the necessary
changes.

When complete, tap Save Customer .

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Now Online

CHAPTER 39: Customers Menu

Now Online
The Now Online option on the Customers menu lists all customers and visitors who are
currently online in your store. The length of the online session is set in the configuration, and
determines how long the customer’s activity is visible from the Admin. By default, a customer’s
online session lasts fifteen minutes.

Online Customers

To see all customers who are online now:

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On the Admin sidebar, tap Customers. Then, choose Online Now.

In the list, open any record to view the customer’s information and activity.

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CHAPTER 39: Customers Menu

Now Online

Column Descriptions
COLUMN

DESCRIPTION

The customer ID of a registered customer.

First Name

The first name of a registered customer.

Last Name

The last name of a registered customer.

The email address of a registered customer.

IP Address

The IP address of the computer that customers and guests are using
to access your store.

Session Start Time

The starting date and time of the current session.

Last Activity

The date and time of the customer’s last activity in yur store.

Type

Options include: Customer / Visitor

Last URL

The last URL the customer visited.

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Notes

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CHAPTER 40:

Customer Accounts
The header of every page in your store extends an invitation for shoppers to “Log in or
register” for an account with your store. Customers who open an account with your store
enjoy a range of benefits, including:
Faster checkout. Registered customers move through checkout faster because
much of the information is already in their accounts.
Self service. Registered customers can update their information, check the status
of orders, and even reorder from their account dashboard.
Customers can access their account dashboard by clicking the “My Account” link in the
header of the store. They can use their account dashboard to view and modify their
information, including past and current addresses, billing and shipping preferences,
newsletter subscriptions, wishlist, and more.

Account Dashboard

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Customer Sign In

CHAPTER 40: Customer Accounts

Customer Sign In
Customer have easy access to their accounts from every page in your store. Depending on the
configuration, customers can be redirected to their account dashboard, or continue shopping
after they log in to their accounts. When customers forget their passwords, a reset link is sent
to the email address that is associated with the account.

To sign in to your customer account:

576

In the header of the store, tap Sign in.

When prompted, enter the Email Address that is associated with your account, and your
Password. Then,tap Login.

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CHAPTER 40: Customer Accounts

Customer Sign In

Customer Login

To reset your password:
1.

On the Login page, tap Forgot Your Password?.

When prompted, enter the Email Address that is associated with your account, and tap
Submit.
If the email address you entered matches the one that is associated with the account, you will
receive a "Password Reset Confirmation" email with a link to reset your password.

Tap the link in the email, and when prompted, enter your New Password. Enter it again to
confirm, and tap Reset Password.
Your new password must be six or more characters in length, without spaces.

When you receive confirmation that the password is updated, you can use the new password to
log in to your account.

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Account Dashboard

CHAPTER 40: Customer Accounts

Account Dashboard
My Dashboard
The customer’s account dashboard gives them the
ability to track orders, manage shipping addresses,
and manage other store activities.

Account Information
Customers can update their account information and
change their password as needed.

Address Book
The customer address book includes the default
billing and shipping address, and additional address
entries.

Downloadable Products
Lists all downloadable products the customer has
purchased, with a link to each.

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CHAPTER 40: Customer Accounts

Account Dashboard

Orders
Displays a list of all customer orders, with a link to
each. If enabled in the configuration, any order can be
reordered by simply clicking the Reorder link.

Billing Agreements
Displays a list of any customer billing agreements.

Newsletter Subscriptions
Lists all available newsletters. Those to which the
customer is currently subscribed have a checkmark.

My Product Reviews
Displays a list of all product reviews submitted by the
customer, with a link to each.

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Account Dashboard

CHAPTER 40: Customer Accounts

My Wish List
This section is a placeholder for API applications that
link the customer account to other applications or
extensions.

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CHAPTER 40: Customer Accounts

Configuring Customer Accounts

Configuring Customer Accounts
The customer account settings determine the information that is collected during customer
registration, and the experience that customers have during the process. Customer
configuration settings include:
l

Online Session Length

Account Scope

New Account Options

Name and Address Options

Password Options

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Configuring Customer Accounts

CHAPTER 40: Customer Accounts

Online Session Length
The length of each customer session is set by default to fifteen minutes. If there is no keyboard
activity during that time, the current session ends, and customers must log back into their
accounts to continue shopping. If Persistent Cart is enabled, the contents of their carts are
saved for the next time they sign in to their accounts.

To configure the online session length:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Online Now.

In the panel on the left under Customers, choose Customer Configuration.

Expand

In the Online Minutes Interval field, enter the number of minutes before the customer session.
Leave the field empty to accept the default interval of fifteen minutes.

the Online Customers Options section.

Online Customers Options
5.

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When complete, tap Save Config .

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CHAPTER 40: Customer Accounts

Configuring Customer Accounts

Account Scope
The scope of customer accounts can be limited to the website where the account was created, or
shared with all websites and stores in the store hierarchy.

To set the scope of customer accounts:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under Customers, choose Customer Configuration.

Expand

the Account Sharing Options section.

Account Sharing Options
4.

Set Share Customer Accounts to one of the following:
Global

Shares customer account information with every website and store in the
Magento installation.

Per Website

Limits customer account information to the website where the account was
created.

When complete, tap Save Config.

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CHAPTER 40: Customer Accounts

Login Landing Page
You can configure your store to redirect customers to their account dashboard after they log in,
or let them continue shopping.

To set the login landing page:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under Customers, choose Customer Configuration.

Expand

the Login Options section.

584

Set Redirect Customer to Account Dashboard after Logging in to one of the following:
Yes

The account dashboard appears when customers log in to their accounts.

Customers can continue shopping after logging in to their accounts.

When complete, tap Save Config.

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CHAPTER 40: Customer Accounts

Configuring Customer Accounts

New Account Options
In the Create New Account Options section of the configuration, the basic account options are
combined with more advanced options that relate to VAT ID Validation and custom
integrations. The following instructions cover only the most frequently used options. To learn
about automatic customer group assignments, see: VAT Validation.

Create New Account Options

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Configuring Customer Accounts

CHAPTER 40: Customer Accounts

To set up the basic customer account options:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Customers, choose Customer Configuration.

Expand

586

the Create New Account Options section. Then, do the following:

Set Default Group to the customer group that is assigned to new customers when an
account is created.

If you have a Value Added Tax number, and want it to be visible to customers, set Show
VAT Number on Storefront to “Yes.”

Enter the Default Email Domain for the store. For example: mystore.com

Set Default Welcome Email to the template that is used for the Welcome email sent to
new customers.

Set Default Welcome Email without Password to the template that is used when a
customer account is created that does not yet have a password. For example, a customer
account created from the Admin does not yet have a password assigned.

Set Email Sender to the store contact that appears as the sender of the Welcome email.

To require that customers confirm their request to open an account with your store, set
Require Emails Confirmation to “Yes.” Then, set Confirmation Link Email to the template
that is used for the confirmation email.

Set Welcome Email to the template that is used for the Welcome message that is sent
after the account is confirmed.

When complete, tap Save Config.

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CHAPTER 40: Customer Accounts

Configuring Customer Accounts

Name and Address Options
The Name and Address Options determine the values in the drop-down lists for the prefix and
suffix part of the customer name.

To configure the customer name and address:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under Customers, choose Customer Configuration.

Expand

the Name and Address Options section.

Name and Address Options

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Configuring Customer Accounts

Enter the Number of Lines in a Street Address. If left blank, the street address defaults to 2.

To include a prefix before the name, do the following:
a.

Set Show Prefix to one of the following:
l

Optional

Required

In the Prefix Dropdown Options field, enter each prefix that you want to appear in the
list, separated by a semicolon. Place a semicolon before the first value to display an empty
value at the top of the list.

To include a suffix after the name, do the following:
a.

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CHAPTER 40: Customer Accounts

Set Show Suffix to one of the following:
l

Optional

Required

In the Suffix Dropdown Options field, enter each prefix that you want to appear in the
list, separated by a semicolon. Place a semicolon before the first value to display an empty
value at the top of the list.

To include additional fields, do the following:
a.

Set Show Date of Birth to “Yes.”

Set Show Tax/VAT Number to “Yes.”

Set Show Gender to “Yes.”

When complete, tap Save Config.

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CHAPTER 40: Customer Accounts

Configuring Customer Accounts

Password Options
The customer password options determine the email templates that are used when customers
forget their passwords, and the lifetime of the password recovery link. You can allow customers
to change their own passwords, or require that only store administrators can do so.

To configure customer password options:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Customers, choose Customer Configuration.

Expand

the Password Options section. Then, do the following.

Password Options

Set Forgot Email Template to the template that is used for the email sent to customers
who have forgotten their passwords.

Set Remind Email Template to the template that is used when a password hint is sent to
customers.

Set Forgot and Remind Email Sender to the store contact that appears as the sender of
the Forgot Email and Remind Email notifications.

In the Recovery Link Expiration Period field, enter the number of days before the
password recovery link expires.

To require that only the store administrator can change customer passwords, set Require
admin user to change user password to “Yes.”

When complete, tap Save Config.

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Notes

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CHAPTER 41:

Customer Groups
Customer groups determine which discounts are available, and the tax class that is
associated with the group. The default customer groups are General, Not Logged In, and
Wholesale.

Customer Groups

To create a customer group:
1.

On the Admin sidebar, tap Stores. Then under Other Settings, choose Customer Groups.

Tap Add New Customer Group . Then, do the following:
a.

Enter a unique Group Name less than 32 characters to identify the group.

Select the Tax Class that applies to the group.

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Group Information
3.

When complete, tap Save Customer Group .

To edit a customer group:

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On the Admin sidebar, tap Stores. Then under Other Settings, choose Customer Groups.

Open the record in edit mode.

Make the necessary changes.

When complete, tap Save Customer Group .

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CHAPTER 41: Customer Groups

To assign a customer to a different group:
1.

On the Admin sidebar, tap Customers. Then, choose All Customers.

Find the customer in the list, and mark the checkbox in the first column. Then, do the
following:
a.

Set the Actions control to “Assign a Customer Group.”

Set the Group control to the new group.

When prompted to confirm, tap OK .

Assign a Customer Group

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Notes

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SALES
Sales Menu
Point of Purchase
Order Management
Payments
Shipping

Contents

Sales Menu
Point of Purchase
Shopping Cart
Checkout
Shopping Assistance
Order Management
Orders
Invoices
Shipments
Credit Memos
Payments
Basic Payment Methods
PayPal
Other Payment Solutions
Shipping
Shipping Settings
Basic Shipping Methods
Carriers
Shipping Labels

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CHAPTER 42:

Sales Menu
The Sales menu lists transactions according to where they are in the order workflow. You
might think of each of option as a different stage in the lifetime of an order.

Sales Menu

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CHAPTER 42: Sales Menu

Menu Options

Orders
When an order is placed, a sales order is created as a
temporary record of the transaction. Payment has not
been processed, and the order can still be canceled.

Invoices
An invoice is a record of the receipt of payment for an
order. Multiple invoices can be created for a single order,
each with as many, or as few of the purchased products
that you specify. Depending on the payment action,
payment can be automatically captured when the invoice
is generated.

Shipments
A shipment is a record of the products in an order that
have been shipped. As with invoices, multiple shipments
can be associated with a single order, until all of the
products in the order are shipped.

Billing Agreements
A billing agreement is similar to a purchase order, except
that it isn’t limited to a single purchase. During checkout,
the customer chooses Billing Agreement as the payment
method. A billing agreement streamlines the checkout
process because the customer doesn’t have to enter
payment information for each purchase.

Transactions
The Transactions page lists all payment activity that has
taken place between your store and all payment
systems, and provides access to more detailed
information.

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Order Management
In this section of the guide, you will learn about
each stage of the order workflow, and how to
process orders, create invoices, and shipments.
You will also learn how to issue credit memos and
manage returns.

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Contents

Orders
Order Workspace
Order Actions
Order Search
Grid Layout
Order Workflow
Processing Orders
Allow Reorders
Order Status
Order Status Workflow
Custom Order Status
Scheduled Operations
Pending Payment Order Lifetime
Scheduled Grid Updates
Invoices
Printing Multiple Invoices
Billing Agreements
Shipments
Transactions
Credit Memos
Printing Credit Memos
Product Return Workflow

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CHAPTER 43:

Orders
The Orders workspace lists all current orders. Each row in the grid represents an order,
and each column represents an attribute, or data field. Use the standard controls to sort
and filter the list, find orders, and apply actions to selected orders. You can view existing
orders, and create new orders. The tabs above the pagination controls can be used to filter
the list, change the default view, change and rearrange columns, and export data.

Orders

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CHAPTER 43: Orders

Workspace Controls
CONTROL
Search

DESCRIPTION
Initiates a search for orders based on keywords entered in the search
box, and current filters.

Create New Order
Go to Archive

Creates a new order.
Displays the list of archived orders.

Initiates a search for orders based on the current filters.

Reset Filter

Restores all filters to a blank state.

Actions

Lists all actions that can be applied to selected orders. To apply an
action to an order, or group of orders, mark the checkbox in the first
column of each order. Order actions:
Cancel
Hold
Unhold
Print Invoices
Print Packing Slips
Print Credit Memos
Print All
Move to Archive

Mass Actions

Can be used to select multiple records as the target of action. Mark
the checkbox in the first column of each record that is subject to the
action. Options: Select All, Unselect All, Select Visible, and
Unselect Visible

Submit

Edit

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Applies the current action to the selected order records.
Opens the order in edit mode.

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Columns
COLUMN
Selection State

DESCRIPTION
Filters the list of orders based on checkbox status. Options:
Any

Lists all records, regardless of checkbox status.

Yes

Lists only records with the checkbox marked.

Lists only records without the checkbox marked.

A unique, sequential number that is assigned when a new order is
saved for the first time.

Purchase Point

Identifies the store view where the order was placed.

Purchase Date

The date the order was placed.

Bill-to Name

The name of the person who is responsible to pay for the order.

Ship-to Name

The name of the person to whom the order is to be shipped.

Grand Total (Base)

The grand total of the order.

Grand Total (Purchased)

The grand total of products purchased in the order.

Status

The current order status.

Action

The View link opens the order.

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Order Workspace
The Order workspace lists all current orders. Each row in the grid represents a customer order,
and each column represents an attribute, or data field . Use the standard controls to sort and
filter the list, find orders, and apply actions to selected orders. From the grid, you can view
existing orders, and create new orders. The tabs above the pagination controls are used to filter
the list, change the default view, change and rearrange columns, and export data.

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Order Workspace

Workspace Controls
CONTROL
Search

DESCRIPTION
Initiates a search for orders based on keywords entered in the search
box, and current filters.

Create New Order
Go to Archive

Creates a new order.
Displays the list of archived orders.

Initiates a search for orders based on the current filters.

Reset Filter

Restores all filters to a blank state.

Actions

Mass Actions

Submit

Edit

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Applies the current action to the selected order records.
Opens the order in edit mode.

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Columns
COLUMN
Selection State

DESCRIPTION
Filters the list of orders based on checkbox status. Options:
Any

Lists all records, regardless of checkbox status.

Yes

Lists only records with the checkbox marked.

Lists only records without the checkbox marked.

A unique, sequential number that is assigned when a new order is
saved for the first time.

Purchase Point

Identifies the store view where the order was placed.

Purchase Date

The date the order was placed.

Bill-to Name

The name of the person who is responsible to pay for the order.

Ship-to Name

The name of the person to whom the order is to be shipped.

Grand Total (Base)

The grand total of the order.

Grand Total (Purchased)

The grand total of products purchased in the order.

Status

The current order status. Options:

Action

The View link opens the order.

Order Actions
To apply an action to specific orders, mark the checkbox in the first column of each order. To
select or deselect all orders, use the control at the top of the column.

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Order Workspace

Order Actions

Order Search
The Search box in the upper-left of the Orders grid can be used to find specific orders by
keyword, or by filtering the order records that appear in the grid..

Search Results

To search for a match:
1.

Enter a search term into the page search box.

Tap Search

to display the results.

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To filter the search:
1.

Tap the Filters

tab to display the selection of search filters.

Complete as many of the filters as needed to describe the order(s) that you want to find.

Tap Apply Filters to display the results.

Order Filters

Search Filters
FILTER

DESCRIPTION

Filters the search based on order ID.

Bill-to Name

Filters the search by the name of the person who is responsible to
pay for the order.

Ship-to Name

Filters the search by the name of the person to whom each order is
shipped .

Purchase Point

Filters the search by website, store, or store view where the order
was placed.

Status

Filters the search based on order status. Options:
Canceled
Closed
Complete
Suspected Fraud
On Hold

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Order Workspace

Search Filters (cont.)
FILTER

DESCRIPTION
Payment Review
PayPal Canceled Reversal
Pending
Pending Payment
Processing

Purchase Date

Filters the search based on the date purchased. To find orders within
a range of dates, enter both the From and To dates.

Grand Total (Base)

Filters the search based on the Grand Total of each order.

Grand Total (Purchased)

Filters the search based on Grand Total of items purchased in each
order.

Apply Filters

Applies all filters to the search.

Cancel

Cancels the current search.

Clear All

Clears all search filters.

Order Grid Layout
The selection of columns and their order in the grid can be changed according to your
preference. The new layout can be saved as a grid “view.” By default, only nine of twenty
available columns are included in the grid.

To change the selection of columns:
In the upper-right corner, tap the Columns

control. Then, do the following:

Mark the checkbox of any column you want to add to the grid.

Clear the checkbox of any column you want to remove from the grid.

Make sure to scroll down to see all available columns.

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Order Grid Columns

To move a column:
1.

Tap the header of the column, and hold.

Drag the column to the new position, and release.

To save a grid view :
control. Then, tap Save Current View.

Tap the View

Enter a name for the view. Then, click the arrow

to save all changes.

The name of the view now appears as the current view.

To change the view:
Tap the View

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control. Then, do one of the following:

To use a different view, tap the name of the view.

To change the name of a view, tap the Edit

icon. Then, update the name.

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Order Workflow

Order Workflow
When a customer places an order, a sales order is created as a temporary record of the
transaction. In the Orders grid, sales orders initially have a status of "Pending," and can be
canceled at any time until the payment is processed. After payment is confirmed, the order can
be invoiced and shipped.

Place Order. The checkout process begins when the shopper clicks the Go to Checkout

Order Pending. In the Orders grid, the status of the sales order is initially “Pending.”

Receive Payment. The status of the order changes to “Processing.” when payment is

button on the shopping cart page or reorders directly from their customer account.

Payment has not been processed, and the order can still be canceled.

received or authorized. Depending on the payment method, you might receive notification
when the transaction is authorized or processed.

Invoice Order. An order is typically invoiced after payment is received. Some payment
methods generate an invoice automatically when payment is authorized and captured.
The payment method determines which invoicing options are needed for the order. After
the invoice is generated and submitted, a copy is sent to the customer.

Ship Order. The shipment is submitted, and the packing slip and shipping label are
printed. The customer receives notification, and the package is shipped. If tracking
numbers are used, the shipment can be tracked from the customer’s account.

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Processing Orders
When a customer places an order, a sales order is created as a temporary record of the
transaction. The sales order has a status of “Pending” until payment is received. Sales orders
can be canceled until an invoice is generated. An easy way to think of it is this: Orders become
invoices, and invoices become shipments. The Orders grid lists all orders, regardless of where
they are in the workflow.

Orders

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Order Workflow

To view an order:
1.

On the Admin sidebar, tap Sales. Then under Operations, choose Orders.

Find the order in the grid, and in the Action column, click View.
l

A pending order can be modified, put on hold, canceled, or invoiced and shipped.

A completed order can be reordered.

View Order

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Allow Reorders
When enabled, reorders can be made directly from the customer account or from the original
order in the Admin. Reorders are enabled by default.

To configure customer reorders:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under Sales, choose Sales.

Expand

the Reorder section.

Reorder
4.

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Set Allow Reorder to your preference.

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Order Status

Order Status
All orders have an order status that is associated with a stage in the order processing workflow.
The status of each order is shown in the Status column of the Orders grid. Your store has a set
of predefined order status and order state settings. The order state describes the position of an
order in the workflow.

Order Status

Predefined Order Status
ORDER STATUS

ORDER STATE

Processing

New

Suspected Fraud

Pending Payment

Processing

Payment Review

Complete

Suspected Fraud

Closed

Pending

Canceled

On Hold

Complete

Payment Review

Closed
Canceled
PayPal Canceled Reversal
Pending PayPal
PayPal Reversed

Order Status Workflow

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Custom Order Status

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Order Status

In addition to the preset order status settings, you can create custom order status settings of
your own, assign them to order states, and set a default order status for order states. For
example, you might need a custom order status for orders such as “packaging” or
“backordered,” or for a status that is specific to your needs. You can create a descriptive name
for the custom status, and assign it to the associated order state in the workflow.
Only default custom order status values are used in the order workflow. Custom status values that
are not set as default can be used only in the comments section of the order.

Order Status Settings

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To create a custom order status:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Order Status.

In the upper-right corner, tap Create New Status.

Create New Order Status
3.

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Under Order Status Information section, do the following:
a.

Enter a Status Code for internal reference. The first character must be a letter (a-z), and
the rest can be any combination of letters and numbers (0-9). Use the underscore
character instead of a space.

Enter a Status Label to identify the status setting in both the Admin and storefront.

In the Store View Specific Labels section, enter any labels that are needed for different store
views.

When complete, tap Save Status .

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Order Status

To assign an order status to a state:
1.

On the Order Status page, tap Assign Status to State.

Assign Status
2.

In the Assignment Information section, do the following:
a.

Choose the Order Status that you want to assign. They are listed by status label.

Set Order State to the place in the workflow where the order status belongs.

To make this status the default for the order state, mark the Use Order Status as Default
checkbox.

To make this status visible from the storefront, mark the Visible On Storefront checkbox.

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Assign Status to State
3.

When complete, tap Save Status Assignment.

To edit an existing order status:
1.

In the Order Status grid , open the status record in edit mode.

Update the status settings as needed.

When complete, tap Save Status.

To remove an order status from an assigned state:
A status setting cannot be unassigned from a state if the status is currently in use.

In the Order Status grid, find the order status record to be unassigned.

In the Action column on the far right of the row, tap the Unassign link.
A message appears at the top of the workspace that the order status has been unassigned.
Although the order status label still appears in the list, it is no longer assigned to a state.
Order status settings cannot be deleted.

Scheduled Order Operations
Magento cron jobs can be used to schedule the following order management tasks:

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Pending Payment Order Lifetime

Scheduled Grid Updates

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Scheduled Order Operations

Orders Grid with Pending Orders

Pending Payment Order Lifetime
The lifetime of orders with pending payments is determined by the Orders Cron Settings
configuration. The default value is set to 480 minutes, which is eight hours.

To set the lifetime of orders with pending payments:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Sales, choose Sales.

Expand

the Orders Cron Settings section.

Orders Cron Settings
4.

In the Pending Payment Order Lifetime (minutes) field, enter the number of minutes before a
pending payment expires.

When complete, tap Save Config.

Scheduled Grid Updates
The Grid Settings configuration schedules updates to the following order management grids,
and reindexes the data as scheduled by Cron:
l

Orders

Invoices

Shipments

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Credit Memos

The benefits of scheduling these tasks is to avoid the locks that occur when data is saved, and
to reduce processing time. When enabled, any updates take place only during the scheduled
cron job. For best results, Cron should be configured to run once every minute.

To enable scheduled grid updates and reindexing:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Advanced, choose Developer.

Expand

Set Asynchronous Indexing to “Enable.”

the Grid Settings section.

Grid Settings
5.

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When complete, tap Save Config.

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Invoices
An invoice is a record of the record of payment for an order. Multiple invoices can be
created for a single order, and each can include as many or as few of the purchased
products that you specify. You can upload a high-resolution logo for a print-ready
PDF invoice, and include the Order ID in the header. To customize the invoice template
with your logo, see: Preparing Your Invoice Logo.

PDF Invoice

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CHAPTER 44: Invoices

Printing Multiple Invoices
Invoices can be printed individually or as a batch. However, before an invoice can be printed, it
must first be generated for the order. To add your logo and address to the invoice, see:
Preparing Your Invoice Logo.
To view or print the PDF, you must have a PDF reader. You can download Adobe Reader at no
charge.

To print multiple invoices:
1.

On the Admin sidebar, tap Sales. Then under Operations, choose Invoices.

In the Invoices grid, mark the checkbox of each invoice to be printed.

Set the Actions control to “PDF Invoices.”

Print Invoices
The invoices are saved in a single PDF file that can be sent to a printer, or saved.

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CHAPTER 45:

Billing Agreements
The Billing Agreements grid lists all billing agreements between your store and its
customers. The store administrator can filter the records by the customer or billing
agreement information including billing agreement reference ID, status, and creation date.
Each record includes general information about the billing agreement, and all sales orders
that have used it as a payment method. The store administrator can view, cancel, or delete
customer’s billing agreements. A canceled billing agreement can be deleted only by the
store administrator.

Billing Agreements

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Shipments
The Shipments grid lists the shipment record of all invoices that have been prepared for
shipping. A shipment record can be generated when an order is invoiced.

Shipments

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Transactions
The Transactions grid lists all payment activity that has taken place between your store
and a payment system, and provides access to more detailed information.

To view transactions:
On the Admin sidebar, tap Sales. Then under Operations, choose Transactions.

Transactions

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Credit Memos
A credit memo is a document that shows the amount that is owed to the customer. The
amount can be applied toward a purchase, or refunded to the customer. You can print a
credit memo for a single order, or for multiple orders as a batch. Before a credit memo can
be printed, it must first be generated for the order. The credit memo grid lists the credit
memos that have been issued. to customers.

Credit Memos

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CHAPTER 48: Credit Memos

To create a credit memo:
1.

On the Admin sidebar tap Sales. Then under Operations, choose Orders.

Find the completed order in the grid. Then in the Action column, click the View link to open
the order.

In the upper right corner, tap Credit Memo. (The button appears only after an order is invoiced.)

Create Credit Memo
The New Credit Memo page looks similar to the completed order page, with an Items to Refund
section that lists each item from the invoice.

Items to Refund
If an online payment method was used, you will not be able to edit these fields.

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Do one of the following:
l

If the product is to be returned to inventory, mark the Return to Stock checkbox.

If the product will not be returned to inventory, leave the checkbox blank.

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The Return to Stock checkbox appears only if inventory Stock Options are set to “Decrease Stock
When Order Is Placed.”
5.

Complete the following:
a.

In the Qty to Refund box, enter the number of items to be returned. Then, press the Enter
key to record the change. The Update Qty’s button becomes active.

Enter 0 for the Qty to Refund of any items that are not to be refunded.

Tap Update Qty’s to recalculate the total. (The amount to be credited cannot exceed the
maximum amount that is available for refund.)

In the Refund Totals section, do the following, as applicable:
a.

In the Refund Shipping field, enter any amount that is to be refunded from the shipping
fee. This field initially displays the total shipping amount from the order that is available
for refund. It is equal to the full shipping amount from the order, less any shipping
amount that has already been refunded. Like the quantity, the amount can be reduced, but
not increased.

In the Adjustment Refund field, enter a value to be added to the total amount refunded as
an additional refund that does not apply to any particular part of the order (shipping,
items, or tax). The amount entered cannot raise the total refund higher than the paid
amount.

In the Adjustment Fee field, enter a value to be subtracted from the total amount
refunded. This amount is not subtracted from a specific section of the order such as
shipping, items, or tax.

If the purchase was paid with store credit, mark the Refund to Store Credit checkbox. The
amount will be credited to the customer’s account balance.

To add a comment, enter the text in the Credit Memo Comments box.

To send an email notification to the customer, mark the Email Copy of Credit Memo
checkbox.

To include the comments you have entered in the email, mark the Append Comments
checkbox.
The status of a credit memo notification appears in the completed credit memo next to the
credit memo number.

To complete the process and generate the credit memo, choose one of the following refund
option buttons, according to the payment type:
l

Refund Offline

Refund Online

To add a comment to the completed credit memo, scroll down to the Comments History
section, and enter the comment in the box. A history of all activity related to the order is listed
below.

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To send the comment to the customer by email, mark the Notify Customer by Email
checkbox.
To post the comment in the customer’s account, mark the Visible on Frontend checkbox.

Then, tap Submit Comment .
9.

In the panel on the left, choose Credit Memos. Any credit memos that are associated with this
order appear in the list.

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Printing Credit Memos

Printing Credit Memos
To print or view the completed credit memo, you must have a PDF reader installed on your
computer. You can download Adobe Reader at no charge.

Credit Memos

To print a credit memo:
1.

On the Admin sidebar, tap Sales. Then under Operations, choose Credit Memos.

Use one of the following methods to print the credit memo:

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Method 1: Print current credit memo
1.

In the grid, open the credit memo.

Tap Print.

Print Credit Memo

Method 2: Print multiple credit memos
1.

In the list, mark the checkbox of each credit memo that you want to print.

Set the Actions control to “PDF Credit Memos. Then, tap Submit.

When prompted, do one of the following:
l

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To save the document, tap Save. Then, follow the prompts to save the file to your
computer. When the download is complete, open the PDF in Adobe Reader, and print
the document.
To view the document, tap Open. The printed-ready PDF credit memo opens in Adobe
Reader. From here, you can either print the credit memo or save it to your computer.

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Product Return Workflow

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Payments
Magento Community Edition 2.0 supports a
variety of payment methods, services, and
gateways that you can offer for your customers’
convenience.

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Contents

Basic Payment Methods
Check / Money Order
Cash On Delivery
Bank Transfer
Purchase Order
Zero Subtotal Checkout
PayPal
PayPal Business Account
PayPal All-In-One Solutions

PayPal Payments Advanced
PayPal Payments Pro
PayPal Payments Standard
PayPal Payment Gateways

PayPal Payflow Pro
PayPal Payflow Link
PayPal Express Checkout
PayPal Fraud Management Filter
PayPal Payment Solutions
PayPal Solutions by Country
Other Payment Solutions
Testing Credentials
Authorize.Net Direct Post

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Basic Payment Methods
The payment methods covered in this section are built in to Magento, and do not require
the services of a third-party payment processing company.

Offline Payments
Magento supports a number of offline payment methods,
including payment by check or money order, and cash on
delivery (COD),

Online Payments
Bank transfer is a basic payment method that is included
with all Magento stores. Additional online payment
methods such PayPal, and credit card payments through
payment gateways are covered later in the guide.

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Check / Money Order

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Check / Money Order
Magento Community Edition 2.0 allows you to accept payments by check or money order. The
Check / Money Order payment method is enabled for your story by default. You can accept
checks and money orders from only specific countries, and fine-tune the configuration with
minimum and maximum order total limits.

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Check / Money Order

To configure payment by check or money order:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Sales, choose Payment Methods.

Expand

the Check / Money Order section. Then, do the following:

To accept payment by check or money order, set Enabled to “Yes.”

Enter a Title to identify the Check / Money Order payment method during checkout.

Set New Order Status to "Pending” until receipt of payment is confirmed.

Set Payment from Applicable Countries to one of the following:
All Allowed
Countries

Customers from all countries specified in your store configuration
can use this payment method.

Specific Countries

After choosing this option, the Payment from Specific Countries list
appears. Select each country in the list where customers can make
purchases from your store.

In the Make Check Payable To field, enter the name of the party to whom the check must
be payable.

In the Send Check To field, enter the street address or PO Box where the checks are
mailed.

Set Minimum Order Total and Maximum Order Total to the order amounts required to
qualify for this payment method.
An order qualifies if the total falls between, or exactly matches, the minimum or maximum total
values.

Enter a Sort Order number to determine the position of Check / Money Order in the list of
payment methods that is shown during checkout. (0 = first, 1 = second, 2 = third, and so
on.)

When complete, tap Save Config .

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Cash On Delivery

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Cash On Delivery
Magento Community Edition 2.0 allows you to accept COD payments for purchases. You can
accept COD payment from only specific countries, and fine-tune the configuration with
minimum and maximum order total limits.
The shipping carrier receives payment from the customer at the time of delivery, which is then
transferred to you. You can make an adjustment for any fee charged by the carrier service in
your shipping and handling charges.

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Cash On Delivery

To set up cash on delivery payments:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under Sales, select Payment Methods.

Expand

the Cash On Delivery Payment section. Then, do the following:

To activate Cash On Delivery Payment, set Enabled to “Yes.”

Enter a Title to identify the COD payment method during checkout.

Set New Order Status to “Pending” until receipt of payment is confirmed.

Set Payment from Applicable Countries to one of the following:
All Allowed
Countries

Customers from all countries specified in your store configuration
can use this payment method.

Specific Countries

After choosing this option, the Payment from Specific Countries list
appears. Select each country in the list where customers can make
purchases from your store.

Enter Instructions for making a COD payment.

Set Minimum Order Total and Maximum Order Total to the order amounts that are
required to qualify for COD payment.
An order qualifies if the total is between, or matches, the minimum or maximum order total.

Enter a Sort Order number to determine the sequence in which Cash On Delivery is listed
with other payment methods during checkout. (0 = first, 1 = second, 2 = third, and so on.)

When complete, tap Save Config .

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Bank Transfer

CHAPTER 49: Basic Payment Methods

Bank Transfer
Magento Community Edition 2.0 allows you to accept payment that is transferred from a
customer’s bank account and deposited into your merchant bank account.

Bank Transfer Payment

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Bank Transfer

To configure bank transfer payments:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under Sales, choose Payment Methods.

Expand

the Bank Transfer Payment section. Then, do the following:

To activate bank transfers, set Enabled to “Yes.”

Enter a Title to identify the Bank Transfer Payment method during checkout.

Set New Order Status to “Pending” until payment is authorized.

Set Payment from Applicable Countries to one of the following:

All Allowed
Countries

Customers from all countries specified in your store configuration
can use this payment method.

Specific Countries

After choosing this option, the Payment from Specific Countries list
appears. Select each country in the list where customers can make
purchases from your store.

Enter the Instructions your customers must follow to set up a bank transfer. Depending on
the country where your bank is located and the requirements of the bank, you might need
to include the following information:
l

Bank account name

Bank account number

Bank routing code

Bank name

Bank address

Set Minimum Order Total and Maximum Order Total to the amounts required to qualify to
use this payment method.
An order qualifies if the total falls between, or exactly matches, the minimum or maximum total
values.

Enter a Sort Order number to determine the position of Bank Transfer in the list of payment
methods during checkout. (0 = first, 1 = second, 2 = third, and so on.)

When complete, tap Save Config .

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Purchase Order

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Purchase Order
A purchase order (PO) allows commercial customers to pay for authorized purchases by
referencing the PO number. The purchase order is authorized and issued in advance by the
company that is making the purchase. During checkout, the customer chooses Purchase Order
as the method of payment. Upon receipt of your invoice, the company processes the payment
in their accounts payable system, and pays for the purchase.
Before accepting payment by purchase order, always establish the credit worthiness of the
commercial customer.

Purchase Order

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Purchase Order

To configure payment by purchase order:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under Sales, choose Payment Methods.

Expand

the Purchase Order section. Then, do the following:

To activate this payment method, set Enabled to “Yes.”

Enter a Title to identify this payment method during checkout.

Set New Order Status to “Pending” until payment is authorized.

Set Payment from Applicable Countries to one of the following:

All Allowed
Countries

Customers from all countries specified in your store configuration
can use this payment method.

Specific Countries

After choosing this option, the Payment from Specific Countries list
appears. Select each country in the list where customers can make
purchases from your store.

Set Minimum Order Total and Maximum Order Total to the amounts required to qualify
for this payment method.
An order qualifies if the total falls between, or exactly matches, the minimum or maximum total
values.

Enter a Sort Order number to determine the position of Purchase Order in the list of
payment methods during checkout. (0 = first, 1 = second, 2 = third, and so on.)

When complete, tap Save Config .

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Zero Subtotal Checkout
Zero Subtotal Checkout is available only for orders created from the Admin, and can be used for
orders with a subtotal of zero that are taxed after a discount is applied. For example, Zero
Subtotal Checkout might be used in the following situations:
l

A discount covers the entire price of the purchase, with no additional charge for shipping.
The customer adds a downloadable or virtual product to the shopping cart, and the price
equals zero.

The price of a simple product is zero, and the Free Shipping method is available.

A coupon code covers the full price of products and shipping.

To save time, zero subtotal orders can be set to invoice automatically.

Zero Subtotal Checkout

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Zero Subtotal Checkout

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under Sales, select Payment Methods.

Click to expand the Zero Subtotal Checkout section. Then, do the following:
a.

Enter a Title to identify the Zero Subtotal method during checkout.

Set Enabled to “Yes” to activate Zero Subtotal Checkout.

If orders typically wait for authorization, set New Order Status to “Pending” until payment
is authorized.
The order is waiting for authorization.

Processing

Payment has been authorized, and the transaction is being
processed.

Set Automatically Invoice All Items to “Yes” if you want to automatically invoice all items
that have a zero balance.

Set Payment from Applicable Countries to one of the following:

Pending

All Allowed
Countries

Customers from all countries specified in your store configuration
can use this payment method.

Specific Countries

After choosing this option, the Payment from Specific Countries list
appears. Select each country in the list where customers can make
purchases from your store.

Enter a Sort Order number to determine the position of Zero Subtotal Checkout in the list
of payment methods during checkout. (0 = first, 1 = second, 2 = third, and so on.)

When complete, tap Save Config .

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Notes

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PayPal
PayPal is a global leader in online payments and a fast and secure way for your customers
to pay online. With PayPal and Magento Community Edition 2.0, you can accept
payments from all major debit and credit cards, and PayPal account holders. Since
customers don’t even need a PayPal account to pay with PayPal, both you and your
customers can get extra convenience without extra effort.
The selection of available PayPal solutions varies by merchant location. To learn more, see:
PayPal Payment Solutions. PayPal Express Checkout and PayPal Payments Standard can
be used in all parts of the world.
You cannot have more than one PayPal method enabled at a time, with the exception of
PayPal Express Checkout. PayPal Express Checkout can be used in combination with other
PayPal payment methods. except PayPal Payments Standard. PayPal Payments Standard
cannot be enabled simultaneously with any other method, including PayPal Express Checkout.

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PayPal Business Account
To offer PayPal as a payment method in your store, you must have a PayPal business account
and/or a PayPal Payflow account. The account requirements are specified in the description of
each PayPal solution. Your PayPal merchant account is also used to manage any fraud filters
that are applied to purchases made from your store.
Customers who use PayPal Express Checkout or Express Checkout for Payflow Pro must have a
PayPal buyer account. PayPal Payments Standard (which is some countries is called Website
Payments Standard) can be used directly or through a buyer account, provided that the
merchant enables PayPal Account Optional. By default, this parameter is enabled. Customers
can choose to enter their credit card information, or create a buyer account with PayPal. When
disabled, customers must first create a PayPal buyer account before making a purchase.
Website Payments Pro, Website Payments Pro Payflow Edition, Payflow Pro Gateway, and
Payflow Link require customers to enter credit card information during checkout.

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PayPal All-In-One Payment Solutions

PayPal All-In-One Payment Solutions
In the United States, PayPal offers the following PCI-compliant solutions to meet the needs of
your growing business.
l

PayPal Payments Advanced

PayPal Payments Pro

PayPal Payments Standard

For the solutions available in other countries, see: PayPal Solutions by Country.

PayPal All-In-Payment Solutions

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PayPal Payments Advanced
PayPal Payments Advanced is a PCI-compliant solution that lets your customers pay by debit
or credit card without leaving your site. It includes an embedded checkout page that can be
customized to create a seamless and secure checkout experience.

PayPal Payments Advanced
Even customers without a PayPal account can make purchases through PayPal’s secure
payment gateway. Accepted cards include Visa, MasterCard, Switch/Maestro, and Solo credit
cards in the United States and United Kingdom. For additional convenience, PayPal Express
Checkout is included with PayPal Payments Advanced.
You can have two PayPal solutions active at the same time: Express Checkout, plus any All-InOne or Payment Gateway solution. If you change payment solutions, the one that was used
previously is disabled.
PayPal Payments Advanced cannot be used for orders created from the Admin of your store.

Checkout Workflow
Customer Chooses Payment Method. During checkout, the customer chooses to pay
with PayPal Payments Advanced. The Pay Now button appears instead of the Place
Order button.
Pay Now. The customer taps Pay Now, and a PayPal-hosted form appears. The
customer enters the card information, and the card is verified. If successful, the order
confirmation page appears.
Pay with PayPal. The form also includes the Pay with PayPal button, which redirects
the customer to the PayPal site, where payment can be made with PayPal Express
Checkout.
Troubleshooting. If the transaction fails for any reason, an error message appears on
the checkout page and the customer is instructed to try again. Any issues are managed
by PayPal.

Order Processing Workflow
Processing orders with PayPal Payments Advanced is the same as for any regular PayPal order.

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Orders are invoiced and shipped, and credit memos generated for both online and offline
refunds. However, multiple online refunds are not available for orders paid with PayPal
Payments Advanced.
Customer Places Order. In the final stage of checkout, the customer taps the Place
Order button.

PayPal Responds. PayPal evaluates the request. If found to be valid, PayPal
processes the transaction.

Magento Sets Order Status. Magento receives response from PayPal, and sets the
order status to one of the following:
Processing. The transaction was successful.
Pending Payment. The system did not receive any response from PayPal.
Canceled. The transaction was not successful for some reason.
Suspected Fraud. The transaction did not pass some of the PayPal fraud filters; the
system receives the response from PayPal that the transaction is reviewed by PayPal
Fraud Service.
Merchant Fulfills Order. The merchant invoices and ships the order.

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Requirements
PayPal Business Account

If you manage multiple Magento websites, you must have a separate PayPal merchant
account for each website.

Setting Up PayPal Payments Advanced
For step-by-step configuration instructions, see PayPal Payments Advanced in the Magento
Community Edition 2.0online user guide.

Setting Up PayPal Payments Advanced

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PayPal All-In-One Payment Solutions

PayPal Payments Pro
PayPal Payments Pro brings you all the benefits of a merchant account and payment gateway
in one, plus the ability to create your own, fully customized checkout experience. PayPal
Express Checkout is automatically enabled with PayPal Payments Pro, so you can tap into
more than 110 million active PayPal users.

PayPal Payments Pro
For merchants outside the US, this method is called “PayPal Website Payments Pro.”

You can have two PayPal solutions active at the same time: PayPal Express Checkout, plus any
one of the All-In-One solutions. If you change payment solutions, the one used previously is
automatically disabled.

Checkout Workflow
Customer Goes to Checkout. Customer adds products to cart, and taps Proceed to
Checkout.

Customer Chooses Payment Method. During checkout, customer chooses the
PayPal Direct Payment option, and enters the credit card information.
l

If paying with PayPal Payments Pro, the customer stays on your site during the
checkout process.
If paying with PayPal Express Checkout, the customer is redirected to the
PayPal site to complete the transaction.

At the customer’s request, the store administrator can also create an order from the
Admin, and process the transaction with PayPal Payments Pro.

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Order Processing Workflow
Order Placed. The order can be processed either the Admin of your store, or from your
PayPal merchant account.

Payment Action. The payment action specified in the configuration is applied to the
order. Options include:
Authorize. Magento creates a sales order with the “Processing” status. In this case, the
amount of money to be authorized is pending approval.
Sale. Magento creates both a sales order and invoice.
Capture. PayPal transfers the order amount from the buyer’s balance, bank account or
credit card to the merchant’s account.
Invoicing. An invoice is created in Magento after PayPal sends an instant payment
notification message to Magento.
Make sure that instant payment notifications are enabled in your PayPal merchant
account.

If required, an order can be partially invoiced for a specified quantity of products. For
each partial invoice submitted, a separate Capture transaction with a unique ID becomes
available, and a separate invoice is generated.
Authorization-only payment transactions are closed only after the full order amount is
captured.
An order can be voided online at any time until the order amount is fully invoiced.
Returns. If for any reason the customer returns the purchased products and claims a
refund, as with order amount capturing and invoice creation, you can create an online
refund either from the Admin or from your PayPal merchant account.

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Requirements
PayPal Merchant Account (with Direct Payments Activated)

Setting Up PayPal Payments Pro
For step-by-step configuration instructions, see PayPal Payments Pro in the Magento
Community Edition 2.0 online user guide.

Setting Up PayPal Payment Pro

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PayPal Payments Standard
PayPal Payments Standard is the easiest way to accept payments online. You can offer your
customers the convenience of payment both by credit card and PayPal by simply adding a
checkout button to your store.

PayPal Payments Standard
For merchants outside the US, this method is called “PayPal Website Payments Standard.”

With PayPal Payments Standard, you can swipe credit cards on mobile devices. There is no
monthly fee, and you can get paid on eBay. Supported credit cards include Visa, MasterCard,
Discover, and American Express. In addition, customers can pay directly from their personal
PayPal accounts. PayPal Payments Standard is available in all countries on the PayPal
worldwide reference list.

Checkout Workflow
For customers, PayPal Payments Standard is a one-step process if the credit card information
the their personal PayPal accounts is up to date.
Customer Places Order. The customer taps the “Pay Now” button to complete the
purchase.

PayPal Processes the Transaction. The customer is redirected to the PayPal site to
complete the transaction.

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Merchant Requirements
PayPal Business Account

Setting Up PayPal Payments Standard
PayPal Payments Standard cannot be used simultaneously with any other PayPal method, including
Express Checkout. If you change payment solutions, the one used previously is disabled.

For step-by-step configuration instructions, see PayPal Payments Standard in the online user
guide.

Setting Up PayPal Payments Standard

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PayPal Payment Gateways

CHAPTER 50: PayPal

PayPal Payment Gateways
PayPal offers a choice of two payment gateway solutions for your business. You can let PayPal
host your checkout on its secure payment site, or you can take control of the entire payment
experience with a completely customizable solution.
l

PayPal Payflow Pro

PayPal Payflow Link

PayPal Payment Gateways

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PayPal Payment Gateways

PayPal Payflow Pro
PayPal Payflow Pro gateway, formerly known as Verisign, is available for customers of the
United States, Canada, Australia, and New Zealand. Unlike other PayPal payment methods,
merchants are charged a fixed monthly fee, plus a fixed fee for each transaction, regardless of
their number.

Configure

Customer Workflow
Customer Goes to Checkout. During checkout, the customer chooses to pay with
PayPal PayFlow Pro, and enters the credit card information.
Customers are not required to have personal PayPal accounts. However, depending on
the merchant country, customers can also use their personal PayPal account to pay for
the order.
Customer Submits Order. The customer submits the order, and the order information
is sent to PayPal for processing. The customer does not leave the checkout page of your
site.
PayPal Completes the Transaction. Payments are accepted at the time the order is
placed. Depending on the payment action specified n the configuration, either a sales
order or a sales order and an invoice is created.

Online Order Processing Workflow
Admin Submits Online Invoice. The store administrator submits an online invoice.
and as a result a corresponding transaction and an invoice is created.

PayPal Receives the Transaction. The order information is sent to PayPal. A record of
the transaction and an invoice is generated. You can view all Payflow Pro Gateway
transactions in your PayPal merchant account.

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Partial invoices and partial refunds are not supported by PayPal Payflow Pro.

Requirements
PayPal Business Account The PayPal Payflow Pro gateway links the merchant account
at PayPal with the merchant’s website, and acts both as a gateway and a merchant
account.
If you manage multiple Magento websites, you must have a separate PayPal merchant
account for each website.

Setting Up PayPal Payflow Pro
For step-by-step configuration instructions, see PayPal Payflow Pro in the Magento Community
Edition 2.0online user guide.

PayPal Payflow Pro

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PayPal Payment Gateways

PayPal Payflow Link
PayPal PayFlow Link is available for merchants in the United States and Canada only.
Customers are not required to have a personal PayPal account, and enter their credit card
information in a form that is hosted by PayPal. The information is never stored on your
Magento server. PayFlow Link cannot be used for orders that are created from the Admin.

Configure
Credit memos are supported for both online and offline refunds. However, multiple online
refunds are not supported.

Customer Workflow
Customer Goes to Checkout. During checkout, the customer chooses to pay with
PayPal PayFlow link, and enters the credit card information.
The customer is not required to have a personal PayPal account.
Customer Chooses Pay Now. The customer taps the Pay Now button to submit the
order.

Customer Enters Credit Card Info. The customer enters the credit card information on
a form that is hosted by PayPal/
If the customer clicks the Cancel Payment link, the customer returns to the Payment
Information stage of checkout, and the order status changes to “Canceled.”
Customer Submits the Order. The credit card information is submitted directly to
PayPal, and is not retained anywhere on the Magento site.

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Order Workflow
PayPal Receives Request. PayPal receives the request from the customer to Pay
Now.

PayPal Verifies the Payment Information. PayPal verifies the credit card information,
and assigns the appropriate status. If verified, the “Pending Payment” status is initially
assigned to the order, until the transaction is settled. Options:
Processing. The transaction was successful.
Pending Payment. The system did not receive any response from PayPal.
Canceled. The transaction was not successful for some reason.
Suspected Fraud.The transaction did not pass some of the PayPal fraud filters. The
system receives the response from PayPal that the transaction is under review by Fraud
Service.
If the customer clicks the Cancel Payment link, the customer returns to the Payment
Information stage of checkout, and the order status changes to “Canceled.”
Customer Is Redirected to Confirmation Page. If the transaction completes
successfully, the customer is redirected to the order confirmation page in your store.
If the transaction fails on any reason, an error message appears on the checkout page
and the customer is directed to repeat the checkout process. These situations are
managed by PayPal.
Merchant Fulfills Order. The merchant invoices, and ships the order as usual.

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PayPal Payment Gateways

Setting Up PayPal Payflow Link
For step-by-step configuration instructions, see PayPal Payflow Link in the Magento
Community Edition 2.0online user guide.

PayPal Payflow Link Setup

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PayPal Express Checkout

CHAPTER 50: PayPal

PayPal Express Checkout
PayPal Express Checkout helps boost sales by giving your customers the ability to pay by credit
card or from the security of their personal PayPal accounts. During checkout, the customer is
redirected to the secure PayPal site to complete the payment information. The customer is then
returned to your store to complete the remainder of the checkout process. Choosing Express
Checkout adds the familiar PayPal button to your store, which has been reported to increase
sales.*

Customers with current PayPal accounts can make a purchase in a single step by clicking the
“Check out with PayPal” button. Express Checkout can be used as a standalone, or in
combination with one of PayPal’s All-In-One solutions. If you already accept credit cards
online, you can offer Express Checkout as an additional option to attract new customers who
prefer to pay with PayPal.

Checkout Workflow
Unlike other payment methods, PayPal Express Checkout allows the customer to check out at
the beginning of the usual checkout workflow from the product page, the mini shopping cart,
and shopping cart.
Customer Places Order. The customer taps the “Check out with PayPal” button. .

Customer Is Redirected to PayPal Site. The customer is redirected to the PayPal site
to complete the transaction. / The customer taps the “Check out with PayPal” button.
and is redirected to the PayPal site to complete the transaction.
Customer Logs into their PayPal Account. The customer must log in to their PayPal
account to complete the transaction. The payment system uses the customer’s billing
and shipping information from their PayPal account.

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PayPal Express Checkout

Customer Returns to the Checkout Page. The customer is redirected back to the
checkout page in your store to review the order.

Customer Places Order. The customer places the order, and the order information is
submitted to PayPal.

PayPal Settles the Transaction. PayPal receives the order and settles the transaction.

PayPal Express Checkout does not support orders with multiple-addresses.

Requirements
Merchant: Personal PayPal Account

Customer: Personal PayPal Account

Setting Up PayPal Express Checkout
You can have two PayPal solutions active at the same time: Express Checkout, plus an All-InOne solution. If you enable a different solution, the one used previously is automatically
deactivated.
Process Overview:
Step 1: Configure Your PayPal Account
Step 2: Complete the Required Settings
Step 3: Complete the Basic Settings
Step 4: Complete the Advanced Settings

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Step 1: Configure Your PayPal Account
1.

Before you begin, you must configure your PayPal merchant account on the PayPal website.
a.

Go to Service Settings > Hosted Checkout Pages > Set Up, and make the following
settings:
AVS

CSC

Enable Secure Token Yes
c.
2.

Save the settings.

PayPal recommends that you set up an additional user on your account. To set up an
additional user, do the following:
a.

Go to manager.paypal.com and log in to your account.

Follow the instructions to set up an additional user.

Save the changes.

Expand
a.

the Required PayPal Settings section, and do the following:

Enter the Email Address that is associated with your PayPal merchant account.
Important! Email addresses are case sensitive. To receive payment, the email address you
enter must match the email address specified in your PayPal merchant account.

Set API Authentication Methods to one of the following:
l

API Signature

API Certificate

If necessary, click the Get Credentials from PayPal button. Then, complete the following:
l

API Username

API Password

API Signature

If you are using credentials from your sandbox account, set Sandbox Mode to “Yes.”
If necessary, click the Sandbox Credentials button and follow the instructions to set up
your testing environment.

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If your system uses a proxy server to establish the connection between Magento and the
PayPal payment system, set API Uses Proxy to “Yes.” Then,, complete the following:

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PayPal Express Checkout

Proxy Host

Proxy Port

When these sections are complete, set Enable this Solution to “Yes.”

To offer financing through PayPal to your customers, see PayPal Credit to learn more.
You have now completed the Required PayPal Settings. At this point, you can either continue
with the Basic and Advanced Settings, or click the Save Config button. You can return later
fine-tune the configuration.

Step 2: Begin the Configuration
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Sales, choose Payment Methods.

If your Magento installation has multiple websites, stores or views, in the upper-left corner,
choose the Store View where the configuration applies.

In the Merchant Location section, select the Merchant Country where your business is located.

Expand

the PayPal Express Checkout section. Then, tap Configure.

Step 3: Complete the Required Settings
a.

Set API Authentication Methods to one of the following:
l

API Signature

API Certificate

If necessary, tap Get Credentials from PayPal. Then, complete the following:
l

API Username

API Password

API Signature

If your system uses a proxy server to establish the connection between Magento and the
PayPal payment system, set API Uses Proxy to “Yes.” Then,, complete the following:

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Proxy Host

Proxy Port

Set Enable This Solution to “Yes.”

If you want to offer PayPal Credit to your customers, set Enable PayPal Credit to “Yes.”
You have now completed the required settings. You can either continue with the remaining
settings, or save and return later fine-tune the configuration.

Required Settings

Step 4: Complete the Basic Settings

674

Expand

the Basic Settings - PayPal Express Checkout section.

Enter a Title to identify this payment method during checkout. It is recommended to set the
title to “PayPal” for each store view.

If you offer multiple payment methods, enter a number in the Sort Order field to determine the
sequence in which PayPal Payments Standard is listed with the other methods. Payment
methods appear in ascending order based on the Sort Order value.

Set Payment Action to one of the following:

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PayPal Express Checkout

Authorization

Approves the purchase, but puts a hold on the funds. The amount is not
withdrawn until it is “captured” by the merchant.

Sale

The amount of the purchase is authorized and immediately withdrawn
from the customer’s account.

Order

The amount of the order is neither captured nor authorized in the
customer’s balance, bank account, or credit card at PayPal. The Order
payment action represents an agreement between the PayPal payment
system and the merchant, which enables the merchant to capture one or
more amounts up to the “ordered” total from the customer’s buyer
account, over a period of up to 29 days. After the funds are “ordered,”
the merchant can capture them at any time during the following 29 day
period. Capturing of the order amount can be done only from the
Magento Admin by creating one or more invoices.

To display the “Check out with PayPal” button on the product page, set Display on Product
Details Page to “Yes.”

If Payment Action is set to “Order,” complete the following fields:
Authorization
Honor Period
(days)

Determines how long the primary authorization remains valid. The
value should be equal to the corresponding value in your PayPal
merchant account. The default value in your PayPal merchant account is
3. To increase this number you need to contact PayPal. The
authorization becomes invalid at 11:49 p.m., U.S. Pacific Time, of the
last day.

Order Valid Period
(days)

Determines how long the order remains valid. When the order becomes
invalid, you can no longer create invoices for it. Specify the value equal
to the Order Valid Period value in your PayPal merchant account. The
default value in your PayPal merchant account is 29. To change this
number, you must contact PayPal.

Number of Child
Authorizations

Specifies the maximum number of authorizations for a single order,
which determines the maximum number of online partial invoices that
you can create for an order. The number in this field should be equal to
the corresponding setting in your PayPal merchant account. The default
number of child authorizations in your PayPal account is 1. To increase
this number, you must contact PayPal.

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Basic Settings

Step 5: Complete the Advanced Settings
1.

Expand

the Advanced Settings section. Then, complete the following:

Set Display on Shopping Cart to “Yes.”

Set Payment Applicable From to one of the following:

All Allowed
Countries

Accepts payment from the countries already specified in your
configuration.

Specific Countries

Accepts payments from only the countries you specify. Hold the
Ctrl key down and in the Payment Applicable From list, click each
country where you accept payment.

Set Debug Mode to “Yes” to write communications with the payment system into the log
file. The log file for PayPal Payments Advanced is payments_payflow_advanced.log.
In accordance with PCI Data Security Standards, credit card information is not recorded in the
log file.

To enable host authenticity verification, set Enable SSL Verification to “Yes.”

To display a full summary of the customer’s order by line item from the PayPal site, set
Transfer Cart Line Items to “Yes.”
To include up to ten shipping options in the summary, set Transfer Shipping Options to
“Yes.” (This option appears only if line items are set to transfer.)

676

To determine the type of image used for the PayPal acceptance button, set Shortcut
Buttons Flavor to one of the following:
Dynamic

(Recommended) Displays an image that can be dynamically
changed from the PayPal server.

Static

Displays a specific image that cannot be dynamically changed.

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To allow customers without PayPal accounts to make a purchases with this method, set
Enable PayPal Guest Checkout to “Yes.”

Set Require Customer’s Billing Address to one of the following:
Yes

Requires the customer’s billing address for all purchases.

Does not require the customer’s billing address for any purchases.

For Virtual Quotes Requires the customer’s billing address for virtual quotes only.
Only
i.

To specify whether the customer can sign a billing agreement with your store in the PayPal
payment system when there are no active billing agreements available in the customer
account, set Billing Agreement Signup to one of the following:
Auto

The customer can either sign a billing agreement during the
Express Checkout flow or use another method of payment.

Ask Customer

The customer can decide whether to sign a billing agreement during
the Express Checkout flow.

Never

The customer cannot sign a billing agreement during the Express
Checkout flow.

Merchants must ask PayPal Merchant Technical Support to enable billing agreements in their
accounts. The Billing Agreement Signup parameter is enabled only after PayPal confirms that
billing agreements are enabled for your merchant account.

To allow the customer to complete the transaction from the PayPal site without returning
to your Magento store for Order Review, set Skip Order Review Step to “Yes.”

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Advanced Settings
2.

Complete the following sections as needed for your store:

PayPal Billing Agreement Settings
A billing agreement is a sales agreement between the merchant and customer that has been
authorized by PayPal for use with multiple orders. During the checkout process, the Billing
Agreement payment option appears only for customers who have already entered into a billing
agreement with your company. After PayPal authorizes the agreement, the payment system
issues a unique reference ID to identify each order that is associated with the agreement.
Similar to a purchase order, there is no limit to the number of billing agreements a customer
can set up with your company.
1.

Expand

the PayPal Billing Agreement Settings section.

Set Enabled to “Yes.” Then, do the following:
a.

Enter a Title to identify the PayPal Billing Agreement method during checkout.

If you offer multiple payment methods, enter a number in the Sort Order field to
determine the sequence in which Billing Agreement appears when listed with other
payment methods during checkout.

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Set Payment Action to one of the following:
Authorization

Approves the purchase, but puts a hold on the funds. The
amount is not withdrawn until it is “captured” by the
merchant.

Sale

The amount of the purchase is authorized and immediately
withdrawn from the customer’s account.

Set Payment Applicable From to one of the following:
All Allowed
Countries

Accepts payment from the countries already specified in your
configuration.

Specific Countries

Accepts payments from only the countries you specify. Hold
the Ctrl key down and in the Payment Applicable From list,
click each country where you accept payment.

To record communications with the payment system in the log file, set Debug Mode
to “Yes.”
The log file is stored on the server and is accessible only to developers. In accordance
with PCI Data Security Standards, credit card information is not recorded in the log file.

To enable SSL verification, set Enable SSL verification to “Yes.”

To display a summary of each line item in the customer’s order on your PayPal
payments page, set Transfer Cart Line Items to “Yes.”

To allow customers to initiate a billing agreement from the dashboard of their
customer account, set Allow in Billing Agreement Wizard to “Yes.”

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Billing Agreement Settings

Settlement Report Settings
1.

Click to expand the Settlement Report Settings section.

If you have signed up for PayPal’s Secure FTP Server, enter the following SFTP login
credentials:

Password

To run test reports before “going live” with Express Checkout on your site, set Sandbox
Mode to “Yes.”

Enter the Custom Endpoint Hostname or IP Address. By default, the value is:
reports.paypal.com

Enter the Custom Path where reports are saved. By default, the value is:
/ppreports/outgoing

To generate reports according to a schedule, under Scheduled Fetching, make the
following settings:

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Set Enable Automatic Fetching to “Yes.”

Set Schedule to one of the following:
l

Daily

Every 3 Days

Every 7 Days

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Every 10 Days

Every 14 Days

Every 30 Days

Every 40 Days

PayPal retains each report for forty-five days.
c.

Set Time of Day to the hour, minute, and second when you want the reports to be
generated.

Settlement Report Settings

Frontend Experience Settings
The frontend experience settings give you the opportunity to choose which PayPal logos appear
on your site, and to customize the appearance of your PayPal merchant pages.
1.

Click to expand the Frontend Experience Settings section.

Select the PayPal Product Logo that you want to appear in the PayPal block in your
store. The PayPal logos are available in four styles and two sizes. Options include:
l

No Logo

We Prefer PayPal (150 x 60 or 150 x 40)

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Now Accepting PayPal (150 x 60 or 150 x 40)

Payments by PayPal (150 x 60 or 150 x 40)

Shop Now Using PayPal (150 x 60 or 150 x 40)

To customize the appearance of your PayPal merchant pages, do the following:
a.

Enter the name of the Page Style that you want to apply to your PayPal merchant
pages. Options include:

paypal

Uses the PayPal page style.

primary

Uses the page style that you identified as the “primary” style
in your account profile.

your_custom_
value

Uses a custom payment page style, which is specified in your
account profile.

In the Header Image URL field, enter the URL of the image that you want to appear
in the upper-left corner of the payment page. The maximum file size is 750 pixels
wide by 90 pixels high.
PayPal recommends that the image be located on a secure (https) server. Otherwise, the
customer’s browser may warn that “the page contains both secure and nonsecure items.”

Enter the six-character hexadecimal code, without the “#” symbol, for each of the
following:

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Header
Background Color

Background color for the checkout page header.

Header Border
Color

2-pixel border around the header.

Page Background
Color

Background color for the checkout page and around the
header and payment form.

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Frontend Experience Settings
3.

When complete, tap Save Config.

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PayPal Billing Agreements
To simplify the checkout process, customers can enter into a billing agreement with PayPal, as
the payment service provider. During checkout, the customer chooses the billing agreement as
the payment method. The payment system verifies the billing agreement by its unique number,
and charges the customer's account. With a billing agreement in place, it is no longer necessary
for the customer to enter payment information for each purchase. Customers can manage their
billing agreements from the dashboard of their customer account, where the status of each is
shown as “Active” or “Canceled.” When a billing agreement is canceled, it cannot be reactivated.
The Billing Agreements grid lists all billing agreements between your store and its customers.
The store administrator can filter the records by the customer or billing agreement information
including billing agreement reference ID, status, and creation date. Each record includes
general information about the billing agreement, and all sales orders that have used it as a
payment method. The store administrator can view, cancel, or delete customer’s billing
agreements. A canceled billing agreement can be deleted only by the store administrator.

Billing Agreements

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Billing Agreement Workflow
Customer signs up for a billing agreement. From your store, customers can sign up
for a billing agreement from their customer accounts, or while checking out with PayPal
Express Checkout. After a billing agreement is in place, additional billing agreements
can be added only from the customer account. There is no limit to the number of billing
agreements a customer can create.
During checkout, the customer chooses the billing agreement as the payment method.
When the customer places the order, the billing agreement reference ID and sales order
payment details are transferred to PayPal.
Sign Up at Checkout
Customers who pay for a purchase with PayPal Express Checkout can mark a
checkbox to create a billing agreement. The billing agreement is not used for the current
order, but becomes available as a payment method the next time the customer places an
order. The billing agreement reference ID is sent to the customer and to the store.
Sign Up from Admin
On a customer’s request, the store administrator can create a sales order using the
customer’s billing agreement.
PayPal Verifies and Records Agreement. When a billing agreement is created, it is
submitted to the PayPal payment system and recorded in the customer account, along
with reference information. If the payment is authorized, an order is created in Magento.

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PayPal Settlement Reports
The PayPal Settlement report provides the store administrator with the information about each
transaction that affects the settlement of funds.
Before generating settlement reports, the store administrator must request PayPal Merchant
Technical Services to create an SFTP user account, enable settlement reports generation, and
enable SFTP in their PayPal business account.

After configuring and enabling settlement reports in the PayPal merchant account, Magento
will start generating reports during the following twenty-four hours. The list of available
settlement reports can be viewed from the Admin.

To view settlement reports:
1.

On the Admin sidebar, tap Reports. Then under Sales, choose select PayPal Settlement.

For the most recent updates, tap Fetch Updates in the upper-right corner.
The system connects to the PayPal SFTP server to fetch the reports. When the process is
complete, a message appears with the number of reports fetched. The report includes the
following information for each transaction:

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Settlement Report
FIELD

DESCRIPTION

Report Date

The date when the settlement report was generated.

Merchant Account

The encrypted merchant account number generated by PayPal.

Transaction ID

The identification of a transaction of the money moving event.
Transaction ID is generated by PayPal and cannot be changed by
the merchant.

Invoice ID

The identification of an invoice generated within Magento. The field
can be populated with either an invoice ID sent with the capture
request or with the value of the invoice ID (if any) from the
authorizing transaction.

PayPal Reference ID

The identification of a related, pre-existing transaction or event.

Event Code

The code assigned to the transaction according to the event that has
initiated it. Among these can be website payments standard
payment, express or direct checkout API, pre-approved payment,
subscription payment, and so on.

Initiation Date

The date and time the transaction was initiated.

Completion Date

The date and time the transaction was completed.

Gross Amount

The amount of the payment between the two parties and before fees.

Fee Amount

The amount of fee associated with the settlement. All transaction
fees are included in this amount. Fees are never amortized across
several transactions.

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Field Descriptions
FIELD

DESCRIPTION

PayPal Reference ID Type One of the following reference codes:
Order ID
Transaction ID
Subscription ID
Preapproved Payment ID

Options include:
Custom

The text entered by the merchant on
the transaction in PayPal.

Transaction Debit or Credit The direction of money movement of
gross amount.
Fee Debit or Credit

The direction of money movement for
fee.

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PayPal Fraud Management Filter

PayPal Fraud Management Filter
PayPal fraud management filters make it easier to detect and respond to fraudulent
transactions, and can be configured to flag, hold for review, or deny riskier payments. Magento
order status values changed according to the fraud filter settings.

Filter Actions
ACTION
Review

DESCRIPTION
If you set the filter action to “Review,” the suspected order receives the
status ”Payment Review” when the order is placed. You can review the order
and approve, or cancel the payment in the Admin, or on the PayPal side.
When you click the Accept Payment or the Deny Payment buttons, no new
transactions for the order are created.
If you change the status of the transaction on the PayPal site, you must click
the Get Payment Update button in the upper-right corner of the Order page in
the Admin to apply the changes. If you click Accept Payment or Deny
Payment, the changes made at the PayPal site are applied.

Deny

If you set the filter action to “Deny,” the suspected order cannot be placed by
the customer, because the corresponding transaction is rejected by PayPal.
To deny the payment from the Admin, click the Deny Payment button in the
upper-right corner of the page. The order status changes to “Canceled,” the
transaction is reverted, and funds are released on the customer’s account.
The corresponding information is added in the Comments History section of
the order view.

Flag

If you set the filter action to “Flag”, the suspected order gets the status
”Processing” when it is placed. The corresponding transaction is marked with
a “flag” in the list of the merchant account transactions.

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PayPal Payment Solutions
PAYPAL SOLUTION

DESCRIPTION

ALL-IN-ONE SOLUTIONS
PayPal Payments Advanced (Includes Express

Allows you to accept payments with a

Checkout)

PCI-compliant checkout that keeps
customers on your site.

PayPal Payments Pro (Includes Express Checkout)

Allows you to accept payments with a

PayPal Website Payments Pro (Outside US)

completely customizable checkout.

PayPal Payments Standard (Includes Express

Adds PayPal as an additional payment

Checkout)

method to your checkout page.

PayPal Website Payments Standard (Outside US)
PAYMENT GATEWAYS
PayPal Payflow Pro (Includes Express Checkout)

Connects your merchant account with a
fully customizable gateway that lets
customers pay without leaving your site.

PayPal Payflow Link (Includes Express Checkout)

Connects your merchant account with a
PCI-compliant gateway that lets
customers pay without leaving your site.

EXPRESS CHECKOUT
PayPal Express Checkout
OTHER PAYPAL SOLUTIONS
PayPal Integral Evolution
PayPal Pasarela Integral
PayPal Pro
PayPal Website Payments Plus
PayPal Website Payments Pro Hosted Solution
PayPal Payments Pro Hosted Solution (includes Express Checkout)

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PayPal Payment Solutions

PayPal by Country
PayPal Payment Solutions
COUNTRY
Australia

PAYPAL PAYMENT SOLUTION
PayPal Website Payments Standard
PayPal Payflow Pro
PayPal Website Payments Pro Hosted Solution
PayPal Express Checkout

Canada

PayPal Website Payments Standard
PayPal Website Payments Pro
PayPal Payflow Pro
PayPal Payflow Link (includes Express Checkout)
PayPal Express Checkout

France

PayPal Integral Evolution
PayPal Website Payments Standard
PayPal Express Checkout

Germany

PayPal Express Checkout

Hong Kong SAR China

PayPal Website Payments Pro Hosted Solution
PayPal Website Payments Standard
PayPal Express Checkout

Italy

PayPal Pro
PayPal Payments Standard
PayPal Express Checkout

Japan

PayPal Website Payments Plus
PayPal Website Payments Standard
PayPal Express Checkout

New Zealand

PayPal Payflow Pro
PayPal Website Payments Standard
PayPal Express Checkout

Spain

PayPal Pasarela Integral
PayPal Website Payments Standard

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PayPal Payment Solutions (cont.)
COUNTRY

PAYPAL PAYMENT SOLUTION
PayPal Express Checkout

United Kingdom

PayPal Payments Pro Hosted Solution (includes Express
Checkout)
PayPal Payments Standard
PayPal Express Checkout

United States

PayPal Payments Advanced (Includes Express Checkout)
PayPal Payments Pro (Includes Express Checkout)
PayPal Payments Standard+
PayPal Payflow Pro (Includes Express Checkout)
PayPal Payflow Link (Includes Express Checkout)
PayPal Express Checkout

OTHER COUNTRIES
PayPal Express Checkout and PayPal Website Payments Standard are available in the following
countries:
Argentina, Austria, Belgium, Brazil, Bulgaria, Chile, Costa Rica, Cyprus, Czech Republic,
Denmark. Dominican Republlic, Ecuador. Estonia, Finland. French Guiana. Gibraltar. Greece.
Guadeloupe, Hungary, Iceland. India. Indonesia. Ireland. Israel, Jamaica, Latvia. Leichtenstein.
Lithuania. Luxembourg, Malaysia. Malta. Martinique. Mexico, Netherlands. Norway, Philippines.
Poland. Portugal, Réunion, Romania, San Marino, Singapore, Slovakia, Slovenia, South Africa,
South Korea,, Sweden, Switzerland, Taiwan, Thailand, Turkey, United Arab Emirates, Uruguay,
Venezuela, Vietnam

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Other Payment Solutions
Magento Community Edition 2.0 supports additional third-party payment gateways and
solutions that offer merchant services in all parts of the world. Unlike some payment
solutions that transfer control to another site to complete the transaction, a payment
gateway makes it possible for you to accept credit card payments directly from your store
without the customer leaving your site. Payment gateways and solutions include:
l

Braintree

Authorize.Net Direct Post

Testing Credentials
When testing the configuration of a payment gateway, use the following credentials for test
transactions.
Visa

4111111111111111

MasterCard:

5555555555554444

American Express:

378282246310005

Expiration Date:

Any future date

CVV/CVC:

123 or 000

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Braintree
Braintree offers a fully customizable checkout experience with fraud detection and PayPal
integration. Braintree reduces the PCI compliance burden for merchants because the
transaction takes place on the Braintree systerm.

Configure Braintree

Setting Up Braintree
For step-by-step configuration instructions, see Braintree in the Magento Community Edition
2.0online user guide.

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Authorize.Net Direct Post

Authorize.Net Direct Post
Authorize.Net handles all steps in the transaction process—such as payment data collection,
data submission, and response to the customer—while the customer remains in your store.
Authorize.Net Direct Post can be used with orders created from the Admin as well as from the
store.

Customer Workflow
Customer chooses payment method. During checkout, the customer chooses
Authorize.Net Direct Post as the payment method.

Customer submits the order. The customer enters the credit card information, reviews
the order, and taps the Place Order button.

Authorize.Net completes the transaction. Authorize.Net validates the card
information, and processes the transaction.
l

If successful, the customer is redirected to the order confirmation page.
If the transaction fails, an error message appears, and the customer can try a different
card, or choose a different payment method.

Setting Up Authorize.Net Direct Post
For step-by-step configuration instructions, see Authorize.Net Direct Post in the Magento
Community Edition 2.0online user guide.

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Notes

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Shipping
Studies show that stores offering customers a
choice of several shipping methods have higher
conversion rates than those that use a single
method for all shipments. In this section, you will
learn how to set up a variety of shipping methods
and carriers, and print shipping labels.

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Contents

Shipping Settings
Shipping Policy
Basic Shipping Methods
Free Shipping
Flat Rate
Table Rate
Dimensional Weight
Carriers
UPS
USPS
FedEx
DHL
Shipping Labels
Shipping Label Workflow
Configuring Shipping Labels
Creating Shipping Labels

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Shipping Settings
The shipping configuration establishes the point of origin for all shipments, your shipping
policy, and the handling of shipments to multiple addresses.
l

Point of Origin

Shipping to Multiple Addresses

Shipping Policy

Shipping Settings

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Point of Origin

CHAPTER 52: Shipping Settings

Point of Origin
The configuration establishes the point of origin for all shipments made from your store or
warehouse. The point of origin is also referenced to determine the tax rate for products sold.

Origin

To establish the point of origin:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under Sales, choose Shipping Settings.

Expand

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the Origin section, and complete the following:

Country

Region / State

ZIP / Postal Code

City

Street Address (and line 2, if needed)

When complete, tap Save Config .

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Multiple Addresses

Multiple Addresses
The Multiaddress Shipping options enable customers to ship an order to multiple addresses
during checkout, and determine the maximum number of addresses to which an order can be
shipped.

To configure multiple address shipping:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Sales, choose Multishipping Settings.

Expand

the Options section. Then, do the following:

Set Allow Shipping to Multiple Addresses to “Yes.”

Enter the Maximum Qty Allowed for Shipping to Multiple Addresses.

When complete, tap Save Config.

Multiaddress Shipping Options

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Shipping Policy
To display your shipping policy during checkout, complete the Shipping Policy Parameters in
the configuration.

Shipping Policy Parameters

To configure your shipping policy:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under Sales, choose Shipping Settings.

Expand

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the Shipping Policy Parameters section, and do the following:

Set Apply Custom Shipping Policy to “Yes.”

Either paste or enter your Shipping Policy into the text box.

When complete, tap Save Config .

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Basic Shipping Methods
Magento Community Edition 2.0 supports a wide range of shipping methods and carriers.
In this chapter you will learn how to set up that shipping methods that do not require an
account with a third-party provider.
l

Free Shipping

Flat Rate

Table Rates

Dimensional Weight

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Free Shipping

CHAPTER 53: Basic Shipping Methods

Free Shipping
Free shipping is one of the most effective promotions you can offer. It can be based on a
minimum purchase, or set up as a cart price rule that is applied when a set of conditions is
met. If both apply to the same order, the configuration setting takes precedence over the cart
rule.
Check your shipping carrier configuration for any additional settings that may be required for free
shipping.

Free Shipping

Step 1: Configure Free Shipping

704

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under Sales, choose Shipping Methods.

Expand

the Free Shipping section. Then, do the following:

Set Enabled to “Yes.”

Enter a Title to identify the Free Shipping method during checkout.

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Free Shipping

Enter a Method Name to describe this shipping method.

Enter the Minimum Order Amount to qualify for free shipping.
To use Free Shipping with Table Rates, make the Minimum Order Amount so high that it is
never met. This prevents Free Shipping from going into effect, unless it is triggered by a price
rule.

In the Displayed Error Message box, type the message to appear if free shipping becomes
unavailable.

Set Ship to Applicable Countries to one of the following:

All Allowed
Countries

Customers from all countries specified in your store configuration
can use free shipping.

Specific Countries

After choosing this option, the Ship to Specific Countries list
appears. Select each country in the list where free shipping can be
used.

Set Show Method if Not Applicable to one of the following:
Yes

Always shows the Free Shipping method, even when not applicable.

Shows the Free Shipping method only when applicable.

Enter a Sort Order number to determine the position of free shipping in the list of
shipping methods during checkout. (0 = first, 1 = second, 2 = third, and so on.)

When complete, tap Save Config .

Step 2: Enable Free Shipping in the Carrier Configuration
Make sure to complete any configuration that is required for each carrier that you plan to use
for free shipping. For example, if your UPS configuration is otherwise complete, make the
following settings to enable and configure free shipping:
1.

From the Shipping Methods configuration, click to expand the UPS section.

Expand

To require a minimum order for free shipping, set Free Shipping with Minimum Order
Amount to “Enable.”

Enter the required amount in the Minimum Order Amount for Free Shipping field.

When complete, tap Save Config .

the UPS section. Then, set Free Method to “Ground.”

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Flat Rate Shipping

CHAPTER 53: Basic Shipping Methods

Flat Rate Shipping
Flat rate is a fixed, predefined charge that can be applied per item, or per shipment. Flat rate is
a simple shipping solution, especially when used with the flat-rate packaging that is available
from some carriers.

Flat Rate

To set up flat rate shipping:

706

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under Sales, choose Shipping Methods.

Expand

the Flat Rate section. Then, do the following:

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Flat Rate Shipping

Set Enabled to “Yes.”
Flat Rate appears as an option in the Estimate Shipping and Tax section of the shopping
cart, and also in the Shipping section during checkout.

Enter a descriptive Title for the Flat Rate method.

Enter a Method Name to appear next to the calculated rate in the shopping cart. The
default method name is “Fixed.” If you charge a handling fee, you can change the Method
Name to “Plus Handling,” or something else that is suitable.

To describe how flat rate shipping can be used, set Type to one of the following:
None

Disables the payment type. The Flat Rate option is listed in the
cart, but with a rate of zero—which is the same as free shipping.

Per Order

Charges a single flat rate for the entire order.

Per Item

Charges a single flat rate for each item. The rate is multiplied by the
number of items in the cart, regardless of whether there are multiple
quantities of the same, or of different items.

Enter the Price that you want to charge for flat rate shipping.

If charging an additional handling fee, set Calculate Handling Fee to one of the following:
l

Fixed

Percent

Then, enter the Handling Fee rate according to the method used to calculate the fee. For
example, if the fee is calculating based on a percentage, enter 0.06 for 6 percent. If using a
fixed amount calculation, enter the fee as a decimal.
g.

In the Displayed Error Message box, type the message that appears if Flat Rate Shipping
becomes unavailable.

Set Ship to Applicable Countries to one of the following:

All Allowed
Countries

Customers from all countries specified in your store configuration
can use flat rate shipping.

Specific Countries

After choosing this option, the Ship to Specific Countries list
appears. Select each country in the list where flat rate shipping can
be used.

Enter a Sort Order number to determine the position of the Flat Rate in the list of
shipping methods during checkout. (0 = first, 1 = second, 2 = third, and so on.)

When complete, tap Save Config .

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Table Rates

CHAPTER 53: Basic Shipping Methods

Table Rates
The table rate shipping method references a table of data to calculate shipping rates based on a
combination of conditions, including:
l

Weight v. Destination

Price v. Destination

# of Items v. Destination

For example, if your warehouse is in Los Angeles, it costs less to ship to San Diego than to
Vermont. You can use table rate shipping to pass the savings on to your customers.
The data that is used to calculate tables rates is prepared in a spreadsheet and imported into
your store. When the customer requests a quote, the results appear in the shipping estimate
section of the shopping cart.
Only one set of table rate data can be active at a time.

Table Rate in Shopping Cart

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Table Rates

Process Overview:
Step 1: Complete the Default Settings
Step 2: Prepare the Table Rate Data
Step 3: Import the Table Rate Data
Step 4: Verify the Rates

Step 1: Complete the Default Settings
The first step is to complete the default settings for table rates. You can complete this step
without changing the scope of the configuration.
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Sales, choose Shipping Methods.

Expand

the Table Rates section. Then, do the following:

Set Enabled to “Yes.”

Enter the Title that you want to appear for table rates section during checkout. (The
default title is “Best Way.”)

Enter the Method Name that you want to appear as a label next to the calculated rate in
the shopping cart.

Set Condition to one of the following calculation methods:

Weight v. Destination

Price v. Destination

# of Items v. Destination

For orders that include virtual products, set Include Virtual Products in Price Calculation
to “Yes” if you want to be able to include the virtual product(s) in the calculation.
Because virtual products—such as services—have no weight, they cannot change the result of
a calculation that is based on the Weight v. Destination condition. However, virtual products
can change the result of a calculation that is based on either the Price v. Destination or # of
Items vs Destination condition.

If charging a handling fee, set Calculate Handling Fee to one of the following:
l

Fixed

Percent

Then, enter the Handling Fee rate according to the method used to calculate the fee.

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If the handling fee is based on a percent, enter the whole number without the percent sign.

In the Displayed Error Message box, type the message that appears when this method is
not available.

Set Ship to Applicable Countries to one of the following:

710

All Allowed
Countries

Customers from any country specified in your store configuration
can use table rate shipping.

Specific Countries

After choosing this option, the “Ship to Specific Countries” list
appears. Select each country where customers can use table rate
shipping.

Enter a Sort Order number to determine where table rates appear in the list of shipping
methods during checkout. (0 = first, 1 = second, 2 = third, and so on.)

When complete, tap Save Config .

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Table Rates

Step 2: Prepare the Table Rate Data
1.

In the upper-left corner, set Store View to “Main Website,” or to any other website where the
configuration applies.
The Export and Import options appear in the Table Rates section, with “Use Default”
checkboxes to the right of each option.
To change any of the current settings, you must first clear the “Use Default” checkbox next to the
field.

To change the Condition, clear the Use Default checkbox. Then, choose another option.

Tap Export CSV . Then, save the tablerates.csv file to your computer.

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Export CS
4.

Open the file in a spreadsheet. Then, complete the table with appropriate values for the
shipping calculation condition.
l

Use an asterisk (*) as a wildcard to represent all possible values in any category.

The Country column must contain a valid three-character code for each row.

Weight vs. Destination
5.

When complete, save the tablerates.csv file.

Step 3:Import the Table Rate Data

712

Return to the Table Rates section of your store configuration.

In the upper-left corner, set Store View to the website where this method will be used.

Next to the Import field, tap Choose File . Select your completed tablerates.csv file, and import
the rates.

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Table Rates

Import Table Rates
4.

When complete, tap Save Config.

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Step 4: Verify the Rates
To make sure that the table rate data is correct, go through the payment process with several
different addresses to make sure the shipping and handling rates are calculated correctly.

Example 1: Price v. Destination
This example uses the Price v. Destination condition to create a set of three different shipping rates
based on the amount of the order subtotal for the continental United States, Alaska, and Hawaii. The
asterisk (*) is a wildcard that represents all values.

ORDER
COUNTRY

714

REGION /

ZIP / POSTAL

STATE

CODE

SUBTOTAL
(and above)

SHIPPING
PRICE

USA

100

USA

100

USA

100

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Table Rates

Example 2: Weight v. Destination
This example uses the Weight v. Destination condition to create a set of three different shipping rates
based on the weight of the order..

COUNTRY

REGION /

ZIP / POSTAL

WEIGHT (AND

SHIPPING

STATE

CODE

ABOVE)

PRICE

USA

Example 3: Restrict Free Shipping to the Continental United States
1.

Create a tablerates.csv file that includes all the state destinations to which you are willing
to provide free shipping.

Complete the table rate configuration with the following settings:

SETTING

VALUE

Condition

Price v. Destination

Method Name

Free Shipping

Ship to Applicable Countries

Specific Countries

Ship to Specific Countries

Select only United States

Show method if not applicable No
3.

Set Store View to the main website. Then, tap Import to import the tablesrates.csv file.

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Dimensional Weight

CHAPTER 53: Basic Shipping Methods

Dimensional Weight
Dimensional weight, sometimes called volumetric weight, is a common industry practice that
bases the transportation price on a combination of weight and package volume. In simple
terms, dimensional weight is used to determine the shipping rate based on the amount of space
a package occupies in the cargo area of the carrier. Dimensional weight is typically used when a
package is relatively light compared to its volume.
All major carriers now apply dimensional weight to some shipments. However, the manner in
which dimensional weight pricing is applied varies from one carrier to another.
l

DHL

FedEx

UPS

USPS

We recommend that you become familiar with the method used by each carrier to determine
and apply dimensional weight. If your company has a high volume of shipments, even a slight
difference in shipping price can translate to thousands of dollars over the course of a year.
Magento’s native shipping configuration does not include support for dimensional weight.

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CHAPTER 54:

Carriers
If you have a commercial account with a supported carrier, you can offer your customers
the convenience of choosing that carrier during checkout. The rates are automatically
downloaded, so you do not need to look up the information.
Before you can offer your customers a selection of shipping carriers, you must first
complete the shipping settings to establish the point of origin for your store. Then,
complete the configuration for each carrier service that you want to offer. The configuration
options vary for each carrier. However, all require that you first open a shipping account
with the carrier, and enter your account number or user ID, and the gateway URL to their
system into the configuration of your store. See Magento Connect for additional shipping
services for your Magento Community Edition 2.0 installation.
See the online user guide for step-by-step configuration instructions for the following
carriers:

UPS
United Parcel Service offers domestic and international shipping services by land and air to
more than 220 countries.

USPS
The United States Postal Service is the independent postal service of United States
government. USPS offers domestic and international shipping services by land and air.

FedEx
Offers domestic and international shipping services by land and air to more than 220
countries.

DHL
Offers integrated international services and tailored, customer-focused solutions for
managing and transporting letters, goods and information.

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UPS

CHAPTER 54: Carriers

UPS
United Parcel Service offers domestic and international shipping services by land and air to
more than 220 countries.
UPS now uses dimensional weight to determine some shipping rates.

Process Overview:
Step 1: Open a UPS Shipping Account
Step 2: Enable UPS for Your Store
Step 3: Complete the Container Description
Step 4: Set Up Handling Fees
Step 5: Specify Allowed Methods and Applicable Countries
For step-by-step instructions, see UPS in the Magento Community Edition 2.0online user
guide.

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CHAPTER 54: Carriers

USPS

USPS
The United States Postal Service is the independent postal service of United States government,
offering domestic and international shipping services by land and air.
Process Overview:
Step 1: Open a USPS Shipping Account
Step 2: Enable USPS for Your Store
Step 3: Complete the Packaging Description
Step 4: Set Up Handling Fees
Step 5: Specify Allowed Methods and Applicable Countries
For step-by-step instructions, see USPS in the Magento Community Edition 2.0online user
guide.

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FedEx

CHAPTER 54: Carriers

FedEx
FedEx is one of the world’s largest shipping service companies, providing air, freight, and
ground shipping services with several levels of priorities.
FedEx now uses dimensional weight to determine some shipping rates.

Process Overview:
Step 1: Register for FedEx Web Services Production
Step 2: Enable FedEx for Your Store
Step 3: Package Description and Handling Fee
Step 4: Allowed Methods and Applicable Countries
For step-by-step instructions, see FedEx in the Magento Community Edition 2.0online user
guide.

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CHAPTER 54: Carriers

DHL

DHL
DHL offers integrated international services and tailored, customer-focused solutions for
managing and transporting letters, goods and information.
Process Overview:
Step 1: Enable DHL
Step 2: Enter Package Description and Handling Fee
Step 3: Specify Allowed Shipping Methods
Step 4: Specify Applicable Countries
For step-by-step instructions, see DHL in the Magento Community Edition 2.0online user
guide.

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Notes

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CHAPTER 55:

Shipping Labels
Magento Community Edition 2.0 includes a high level of integration with major shipping
carriers, which gives you access to carrier shipping systems to track orders, create shipping
labels, and more. Shipping labels can be created for regular shipments and products with
return merchandise authorization. In addition to the information provided by the shipping
carrier, the label also includes the Magento order number, number of the package, and the
total quantity of packages for the Magento shipment.

USPS Priority Shipping Label

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Shipping Label Workflow

CHAPTER 55: Shipping Labels

Shipping Label Workflow
Shipping labels can be produced at the time a shipment is created, or later. Shipping labels are
stored in PDF format and are downloaded to your computer.

Administrator submits shipping label request. The store Administrator completes the

Request sent to carrier. Magento contacts the shipping carrier, and creates an order in

Carrier sends label and tracking number. The carrier sends the shipping label and

information necessary to generate labels, and submits the request.

the carrier’s system. A separate order is created for each package that is shipped.

tracking number for the shipment.
l

A single shipment with multiple packages receives multiple shipping labels.
If you generate the same shipping labels multiple times, the original tracking numbers
are preserved.
For returned products with RMA numbers, the old tracking numbers are replaced with
new ones.

Administrator downloads and prints the label. After the shipping label is generated,
the new shipment is saved and the label can be printed. If the shipping label cannot be
created due to problems with the connection or any other reason, the shipment is not
created.
Depending on your browser settings, the PDF file can be opened and printed. Each label
appears on a separate page in the PDF.

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CHAPTER 55: Shipping Labels

Configuring Shipping Labels

Configuring Shipping Labels
The following settings must be made at the product level, as well as in the configuration of
each carrier that is used to print labels. To print labels, all carriers require that you open an
account. Then, complete the configuration in your store for each carrier that you plan to use.

Step 1:Verity the Country of Manufacture
The country of manufacture is required for all products that are shipped internationally by
USPS and FedEx, If you have many products that need to be updated, you can either import
the updates, or use the Inventory grid to update multiple records.
1.

On the Admin sidebar, tap Products. Then under Inventory, choose Catalog.

Method 1: Update a Single Record
a.

In the grid, find the product to be updated, and open in edit mode.

In the panel on the left under Advanced Settings, choose Autosettings.

Update the Country of Manufacture field.

When complete, tap Save.

Country of Manufacture

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CHAPTER 55: Shipping Labels

Method 2: Update Multiple Records
a.

In the grid, mark the checkbox of each product to be updated. For example, all products
that are manufactured in China.

Set the Actions control to “Update Attributes.” Then, tap Submit.

In the Update Attributes form, find the Country of Manufacture field and mark the
Change checkbox. Then, choose the country.

When complete, tap Save.

Step 2: Verify the Store Information
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under Sales, choose Shipping Settings. then, do the following:
a.

Expand

the Origin section, and verify that the following fields are complete:

Street Address

The street address of the place from which shipments are sent. For
example, the location of your company or warehouse. This field is
required for shipping labels.

Street Address
Line 2

Any additional address information, such as the floor, entrance and
so on. We strongly recommend that you use this field.

Origin
b.

726

In the panel on the left under Sales, choose Shipping Methods. Then, expand
USPS section, and verify that the following fields are complete:

the

Magento Community Edition 2.0 User Guide

CHAPTER 55: Shipping Labels

Configuring Shipping Labels

Secure Gateway
URL

Magento automatically enters the gateway URL.

Password

The password is provided by USPS, and gives you access to their
system through Web Services.

Length, Width

The default dimensions of the package. To make these fields
appear, set Size to “Large.”

Height, Girth
c.

Expand

the FedEx section, and verify that the following fields are complete:

Meter Number

Key

Password

This information is provided by the carrier, and is required to gain access to their system
through Web Services.
d.

In the panel on the left under General, choose General. Expand
section, and verify that the following fields are complete:

the Store Information

Store Name

The name of the store or store view.

Store Contact
Telephone

The telephone number of the primary contact for the store or store
view.

Country

The country where your store is based.

VAT Number

If applicable the Value Added Tax number of your store. (Not
required for stores based in the U.S.)

Store Contact
Address

The street address of the primary contact for the store or store view.

If you have multiple stores, and the contact information differs from the default, set Store
View for each, and verify that the information is complete. If the information is missing,
you’ll get an error when you try to print the labels.

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Configuring Shipping Labels

CHAPTER 55: Shipping Labels

Store Information
3.

When complete, tap Save Config.

Carrier Requirements
CARRIER

REQUIREMENTS

USPS

Requires a USPS account.

UPS

Requires a UPS account. Shipping labels are available only for shipments
that originate in the U.S. Specific credentials are required for stores outside
the US.

FedEx

Requires a FedEx account. For stores outside of the U.S., shipping labels
are supported for international shipments only. FedEx does not allow
domestic shipments that originate outside of the U.S

DHL

Requires a DHL account. Shipping labels are supported only for shipments
that originate in the U.S.

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CHAPTER 55: Shipping Labels

Creating Shipping Labels

Creating Shipping Labels
To create shipping labels, you must first set up your shipping carrier account to support labels.
Then, follow the prompts to enter a description of the package and its contents.
Process Overview:
Step 1: Contact Your Shipping Carriers
Step 2: Update the Configuration for Each Carrier
Step 3: Create Shipping Labels
Step 4: Print the Labels

Step 1: Contact Your Shipping Carriers
Before you begin, make sure that your shipping accounts are set up to process labels. Some
carriers might charge an additional fee to add shipping labels to your account.
1.

Contact each carrier that you use to activate shipping labels for your store.

Follow the instructions provided by each carrier to add shipping label support to your account.
FedEx

Contact FedEx Web Services regarding their label evaluation process.

USPS

Contact uspstechsupport@esecurecare.net to request that API Signature
Confirmation V3 be enabled for your live USPS API Access account.

UPS

Contact UPS to confirm your account type supports shipping labels. To
generate shipping labels, you must use the UPS XML option.

DHL

Contact the DHL Resource Center to learn more about their services or send
an inquiry through their Contact Center.

Step 2: Update the Configuration for Each Carrier
1.

Make sure that your Store Information is complete.

Follow the instructions below for each carrier account that has been activated for label printing.

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CHAPTER 55: Shipping Labels

UPS Configuration
United Parcel Service ships both domestically and internationally. However, shipping labels
can be generated only for shipments that originate within the United States.
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Sales, choose Shipping Methods.

Expand
the UPS section. Then, verify that your UPS Shipper Number is correct. Your
Shipper Number appears only when United Parcel Service XML is enabled.

When complete, tap Save Config.

USPS Configuration
The United States Postal Service ships both domestically and internationally.
1.

730

Continuing in the Shipping Methods configuration, expand
the following:

the USPS section. Then, do

Verify that the Secure Gateway URL is entered. The correct URL should be entered
automatically.

Enter the Password provided to you by USPS.

Set Size to “Large.” Then, enter the following dimensions:
l

Length

Width

Height

Girth

When complete, tap Save Config.

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CHAPTER 55: Shipping Labels

Creating Shipping Labels

FedEx Configuration
FedEx ships domestically and internationally. Stores located outside the United States can
create FedEx labels for international shipments only.
1.

Continuing in the Shipping Methods configuration, expand
make sure that the following FedEx credentials are correct:
l

Meter Number

Key

Password

the FedEx section. Then,

When complete, tap Save Config.

DHL Configuration
DHL provides international shipping services.
1.

Continuing in the Shipping Methods configuration, expand
following:

the DHL section. Then, do the

Verify that the Gateway URL is entered. The correct URL should be entered automatically.

Make sure that the following credentials are complete:
l

Access ID

Password

Account Number

When complete, tap Save Config.

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CHAPTER 55: Shipping Labels

Step 3: Create Shipping Labels
Process Overview:
Method 1: Create Label for New Shipment
Method 2: Create Label for Existing Shipment

Method 1: Create Label for New Shipment
1.

On the Admin sidebar, tap Sales. Then under Operations, choose Orders.

Find the order in the grid, and open the record. The status of the order must be either
“Pending” or “Processing.”

In the upper-right corner, tap Ship. Then, confirm the shipping information according to
carrier requirements.

In the lower-right corner, mark the Create Shipping Label checkbox. Then, tap Submit
Shipment, and do the following:

To add products from the order to the package, tap Add Products. The Quantity
column shows the maximum number of products that are available for the package.

Mark the checkbox of each product to be added to the package, and enter the
Quantity of each. Then, tap Add Selected Product(s) to Package.

To add a new package, tap Add Package.

To delete a package, tap Delete Package.
If you use a package type other than the default, or require a signature, the cost of shipping
might differ from what you have charged the customer. Any difference in the cost of shipping is
not reflected in your store.

When complete, tap OK.

If you need to cancel an order, tap Cancel. A shipping label will not be created, and the Create
Shipping Label checkbox is cleared.
Magento connects to the shipping carrier system, submits the order, and receives a shipping
label and tracking number for each package.
l

732

If the label is successfully created, the shipment is submitted, the tracking number
appears in the form, and the label is ready to print.
If the carrier cannot create the label due to the problems with connection, or for any
other reason, the shipment is not processed.

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CHAPTER 55: Shipping Labels

Creating Shipping Labels

Method 2: Create Label for Existing Shipment
1.

On the Admin sidebar, tap Sales. Then under Operations, choose Orders.

Find the order in the grid, and open the Shipping form. Then, do the following:
a.

In the Shipping and Tracking Information section, tap Create Shipping Label.

Distribute the ordered product(s) to the appropriate package(s), and tap OK.

To review the package information, tap Show Packages.

Magento connects to the shipping carrier system, submits an order, and receives a shipping
label and a tracking number.
If a shipping label for this shipment already exists in the system, it is replaced with a new one.
However, existing tracking numbers are not replaced. Any new tracking number is added to
the existing one.

Step 4: Print the Labels
Shipping labels are generated in PDF format, and can be printed from the Admin. Each label
includes the order number and package number.
Because an individual shipment order for each package is created, multiple shipping labels might
be received for a single shipment.

Process Overview:
Method 1: Print Label from Shipment Form
Method 2: Print Labels for Multiple Orders

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Creating Shipping Labels

CHAPTER 55: Shipping Labels

Method 1: Print Label from Shipment Form
1.

On the Admin sidebar, tap Sales. Then, do one of the following:
l

Choose Orders. Find the order in the grid, and open the record. In the panel on the left,
choose Shipments. Then, open the shipment record.
Choose Shipments. Find the order in the grid, and open the record.

To download the PDF file, go to the Shipping and Tracking section of the form, and tap
Print Shipping Label. Depending on your browser settings, the shipping labels can be

viewed and printed directly from the PDF file.
The Print Shipping Label button appears only after the carrier generates labels for the
shipment. If the button is missing, click Create Shipping Label. The button appears after
Magento receives the label from the carrier.

Method 2: Print Labels for Multiple Orders
1.

On the Admin sidebar, tap Sales. Then, choose one of the following:
l

Orders

Shipments

In the grid, mark the checkbox of each order with shipping labels to be printed.

Set the Actions control to "Print Shipping Labels."

Tap Submit.

A complete set of shipping labels is printed for each shipment that is related to the selected
orders.

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CHAPTER 55: Shipping Labels

Creating Shipping Labels

Required Carrier Configuration Settings
SETTING
Type

DESCRIPTION
Package types differ by carrier and method. The default package
type for each carrier is initially selected.
USPS does not require the package type for domestic shipments.

Customs Value

(International shipments only) The declared value or sales price of the
contents of an international shipment.

Total Weight

The total weight of all products added to the package is calculated
automatically. The value can also be changed manually, and entered
as pounds or kilograms.

Length, Width, Height

(Optional) The package dimensions are used for custom packages
only. You can specify the measurements units as inches or
centimeters.
Not Required

No confirmation of delivery is sent to the
store by the shipping carrier.

No Signature

A delivery confirmation without the signature
of the recipient is sent to the store by the
shipping carrier.

Signature Required

The shipping carrier obtains the signature of
the recipient and provides the store with a
printed copy.

Direct

(FedEx Only) FedEx obtains a signature from
someone at the delivery address. If no one is
available to sign for the package, the carrier
tries to deliver the package at another time.

Indirect

(FedEx Residential Deliveries Only) FedEx
obtains the signature of someone, possibly a
neighbor or building manager, at the delivery
address. The recipient can leave a signed
FedEx door tag to authorize the package to
be left without anyone present to sign for it.

Contents

(USPS Only) Select one of the following
descriptions of the package:

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CHAPTER 55: Shipping Labels

Required Carrier Configuration Settings (cont.)
SETTING

DESCRIPTION
Gift
Documents
Commercial Sample
Returned Goods
Merchandise
Other
Explanation

(USPS Only) A detailed description of the
package contents.

Adult Required

The shipping carrier obtains the signature of
an adult recipient and provides the store with
a printed copy.

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CHAPTER 55: Shipping Labels

Creating Shipping Labels

Label Packages
The Create Packages window appears when you choose to create a shipping label. You can start
configuring the first package immediately.

To configure a package:
1.

Complete the fields as described below.
If you select the non-default value in the Type field or choose to require a signature confirmation,
the price of a shipment may differ from the one you charged to the customer.

To view a list of shipped products and add them to the package, tap Add Products.
The Qty column shows the maximum quantity that is available to add. For the first package,
the number is the total quantity of the product to be shipped.

Specify the products and quantities. To add the products to the package, tap Add Selected
Product(s) to Package .
l

To add a new package, tap Add Package. You can add several packages, and edit them at
the same time.
To delete a package, tap Delete Package.

After products are added to the package, the quantity cannot be edited directly.

To increase the quantity:
1.

Tap Add Selection .

Enter the additional quantity.

The number is added to the previous quantity of the product in the package.

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Creating Shipping Labels

CHAPTER 55: Shipping Labels

To decrease the quantity:
1.

Delete the product from the package.

Tap Add Selection.

Enter the new, smaller value.

After you distribute all products, the total number of the packages you are going to use equals
the number of the last package in the list. The OK button is disabled until all shipped items are
distributed to packages, and all necessary information is complete.
4.

When complete, tap OK to generate the labels.
If you need to stop the process, tap Cancel. The packages are not saved, and the shipping label
process is canceled.

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CHAPTER 55: Shipping Labels

Creating Shipping Labels

Field Descriptions
FIELD
Type

DESCRIPTION
Specifies the type of a package. Select one of the predefined values.
Available package types are different for each shipping carrier.
When the Create Packages pop-up window opens, the default
package for the shipping carrier appears in the Type field. If you
select a package that is not designed by a shipping carrier, you must
enter the dimensions of the package.
For shipping labels created for DHL, FedEx, and UPS shipments, the
“Type of Goods” field is set to “Merchandise.” For USPS, the Type
field reflects the value from the Contents field in the Create
Packages window.

Total Weight

The total weight of a package. The field is pre-populated with the total
weight of products in a package. The unit of measurement can be set
to either pounds or kilograms.

Length

The length of a package, integer and floating point numbers. The field
is enabled if the custom package type is used. The unit of
measurement can be set to either inches or centimeters.

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CHAPTER 55: Shipping Labels

Field Descriptions (cont.)
FIELD
Width

DESCRIPTION
The width of a package, integer and floating point numbers. The field
is enabled if the custom package type is used. The measurement
units can be specified using the drop-down menu next to the Height
field; select between inches and centimeters.

Height

The height of a package, integer and floating point numbers. The field
is enabled if the custom package type is used. The measurement
units can be specified using the drop-down menu next to the Height
field; select between inches and centimeters.

Signature

Confirmation Defines delivery confirmation. Options:
Not Required

No delivery confirmation letter is sent to you.

No Signature

A delivery confirmation letter without a
recipient’s signature is sent to you.

Signature Required

The shipping carrier obtains the recipient’s
signature and provides you with its printed
copy.

Adult Required

The shipping carrier obtains the adult
recipient’s signature and provides you with
its printed copy.

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Creating Shipping Labels

Field Descriptions (cont.)
FIELD

DESCRIPTION
Direct (FedEx only)

FedEx obtains a signature from someone at
the delivery address and reattempts delivery
if no one is available to sign for the package.

Indirect (FedEx

FedEx obtains a signature in one of three

only)

ways: (1) from someone at the delivery
address; (2) from a neighbor, building
manager or other person at a neighboring
address; or (3) the recipient can leave a
signed FedEx Door Tag authorizing release
of the package without anyone present.
Available for residential deliveries only.
The options may vary slightly for different
shipping methods. For the most up to date
information refer to shipping carrier’s
resources.

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CHAPTER 55: Shipping Labels

Field Descriptions (cont.)
FIELD
Contents

DESCRIPTION
(Available for USPS shipments only) Description of the package
contents. Options:
Gift
Documents
Commercial Sample
Returned Goods
Merchandise
Other

Explanation

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(USPS shipments only) Detailed description of the package content.

Magento Community Edition 2.0 User Guide

REPORTS
Reports Menu
Refresh Statistics
Marketing Reports
Review Reports
Sales Reports
Customer Reports
Product Reports

Contents

Reports Menu
Marketing Reports
Review Reports
Sales Reports
Customer Reports
Product Reports
Statistics

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CHAPTER 56:

Reports Menu
Magento Community Edition 2.0 provides a wide selection of reports to keep you informed
on your marketing efforts, sales products, and customer activity. The Reports menu
provides easy access to current information about your sales, products, customers, and
promotions.

Reports Menu

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CHAPTER 56: Reports Menu

Menu Options

Marketing Reports
A selection of marketing reports, including Products in
Cart, Search Terms, Abandoned Carts, and Newsletter
Problem Reports.

Review Reports
The selection of product review reports includes By
Customer and By Product.

Sales Reports
The selection of sales reports includes Orders, Tax,
Invoiced, Shipping, Refunds, Coupons, and PayPal
Settlement.

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CHAPTER 56: Reports Menu

Customer Reports
The selection of customer reports includes Order Total,
Order Account, and New.

Product Reports
The selection of product reports includes Views,
Bestsellers, Low Stock, Ordered, and Downloads.

Statistics
Statistics is a tool that reduces the performance impact
of generating reports by calculating and storing statistical
data. Rather than recalculate the statistics every time a
report is generated, the stored statistics are used until
you refresh the statistics.

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Notes

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CHAPTER 57:

Marketing Reports
Marketing reports provide information about the status of shopping carts, the use of
search terms, and newsletter transmissions.

Products in Cart Report

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CHAPTER 57: Marketing Reports

Reports

Products in Cart
The Products in Cart Report lists all products currently in
shopping carts, and includes the name and price of each
item, the number of carts with the item, and the number
of times each item has been ordered.

Search Terms
The Search Terms Report shows what your customers
are looking for in each store view. The report includes the
number of matching items found in the catalog, and how
many times the search term has been used.

Abandoned Carts
The Abandoned Carts Report lists all registered
customers who have abandoned carts that have not yet
expired. The report includes the customer name and
email address, the number of products in the cart and
subtotal, the date created, and date last updated.

Newsletter Problems
The Newsletter Problems Report includes information
about any newsletter queue that failed to transmit
successfully. The report includes the name of each
subscriber, and queue date and subject, the information
about the error.

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CHAPTER 58:

Review Reports
The Review Reports provide information about product reviews by customer and by
product.
l

By Customers

By Products

Review Report by Product

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CHAPTER 58: Review Reports

Reports

By Customers
The Customer Reviews Report lists all customer who
have submitted product reviews. The report includes the
number of reviews submitted by each customer, and a
link to the list of reviews.

By Products
The Product Reviews Report lists all products that have
been reviewed by customers. The report includes the
number of reviews and average rating, the product was
last reviewed, and a link to the list of reviews for each
product.

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CHAPTER 59:

Sales Reports
The selection of sales reports includes Orders, Tax, Invoiced, Shipping, Refunds, Coupons,
and PayPal Settlement.

Shipping Report

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CHAPTER 59: Sales Reports

Reports

Orders
The Orders Report can be filtered by time interval, date
and status. The report includes the number of orders
placed and canceled, with totals for sales, amounts
invoiced, refunded, tax collected, shipping charged, and
discounts.

Tax
The Tax Report can be filtered by time interval, date, and
status. The report includes the tax rule applied, tax rate,
number of orders, and amount of tax charged.

Invoiced
The Invoice Report can be filtered by time interval, date,
and status. The report includes the number of orderss
and invoices during the time period, with amounts
invoiced, paid, and unpaid.

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Shipping
The Shipping Report can be filtered by time interval, date,
and status. The report includes the number of orders for
carrier or shipping method used,with amounts for total
sales shipping and and total shipping.

Refunds
The Refunds Report can be filtered by time interval, date,
and status. The report includes the number of refunded
orders, and total amount refunded online and offline.

Coupons
The Coupons Report can be filtered by time interval,
date, and status. The report includes each coupon code
used during the specified time interval, related price rule,
and number of times used with totals and subtotals for
sales and discounts.

PayPal Settlement
The PayPal Settlement Report can be filtered by date,
merchant account, transaction ID, invoice ID, or PayPal
reference ID. The report includes the type of event, such
as a debit card transaction, the start and finish dates,
gross amount, and related fees. The report can be
automatically updated with the most current data from
PayPal.

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Notes

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Customer Reports
Customer reports provide insight into customer activity during a specified period of time
or date range.

Order Total Report

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Reports

Order Total
The Order Total Report shows customer orders for a
specified time interval or date range. The report includes
the number of orders per customer, average order
amount, and total amount.

Order Count
The Order Count Report shows the number of orders per
customer for a specified time interval or date range. The
report includes the number of orders per customer,
average order amount, and total amount.

New Accounts
The New Accounts Report shows the number of new
customer accounts opened during a specified time
interval or date range.

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Product Reports
The product reports give you insight regarding products viewed and ordered, bestsellers,
stock levels, and downloads.

Product Views Report

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Reports

Product Views
The Product Views Report shows the products that have
been viewed during a time interval or range of dates. The
report includes the product name, price, and number of
views.

Bestsellers
The Bestsellers Report Report shows the five top-selling
five during an interval of time or date range. The report
includes the product name, price, and quantity ordered.

Low Stock
The Low Stock Report lists all products with stock levels
within a specified range.

Ordered Products
The Ordered Products Report lists all products ordered
for a specified time interval or date range. The report
includes the product name and quantity ordered.

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Downloads
The Downloads Report lists all downloads during the
specified time interval or date range. The report includes
the product name, download link, and SKU, with the
number of purchases and downloads.

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Refresh Statistics

CHAPTER 61: Product Reports

Refresh Statistics
To reduce the performance impact of generating sales reports, Magento calculates and stores
the required statistics for each report. Rather than recalculate the statistics every time a report
is generated, the stored statistics are used, unless you refresh the statistics. To include the
most recent data, the report statistics must be refreshed before a sales report is generated.

Refresh Statistics

To refresh report statistics:
1.

On the Admin sidebar, tap Reports. Then under Statistics, choose Refresh Statistics.

In the list, mark the checkbox of each report to be refreshed.

Set the Actions control to one of the following:

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Refresh Lifetime Statistics

Refresh Statistics for the Last Day

When complete, tap Submit .

Magento Community Edition 2.0 User Guide

OPERATIONS
Stores
System

Contents
In this section of the guide, you’ll learn how to set
up a store hierarchy, create attributes, and
manage the settings used by each store to
calculate taxes, and currency rates,

Stores Menu
All Stores
Creating a Store View
Creating a Store
Creating a Website
Store URLs
Configuration
Taxes
Tax Rules
Tax Zones and Rates
Value Added Tax (VAT)

Configuring VAT
VAT ID Validation
Configuring VAT ID Validation
Tax Quick Reference
International Tax Guidelines

U.S. Tax Guidelines
Canadian Tax Guidelines
EU Tax Guidelines
Warning Messages
Currency
Currency Configuration
Currency Symbols
Updating Currency Rates
Attributes
Product Attributes
Creating an Attribute

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Stores Menu
The Stores menu manages settings that are used less frequently, but referenced throughout
your Magento installation, including setting up the store hierarchy, configuration, sales
and order settings, tax and currency, product attributes, product review ratings, and
customer groups.

Stores Menu

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CHAPTER 62: Stores Menu

Menu Options

All Stores
Manage the hierarchy of websites, stores and store
views in your Magento installation, and all configuration
settings. In addition, you can set up the Terms and
Conditions of a sale, and manage order status settings.

Taxes
Set up the tax rules for your store, define customer and
product tax classes, and manage tax zones and rates.
You can also import tax rate data into your store.

Currency
Manage the rates for the currencies that are accepted as
payment in your store, and customize the currency
symbols that appear in product prices and sales
documents.

Attributes
Manage all attributes that are used in products and
product ratings. You can create new attributes, edit
existing attributes, manage product templates, and set
up product review ratings.

Other Settings

Customer Groups
Customer groups determine which discounts are
available, and the tax class that is associated with the
group.

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All Stores
When Magento Community Edition 2.0 is installed, a main website, and store view are
created. You can create additional websites, stores, and store views, as needed. For
example, in addition to your main website, you might have a additional websites with
separate domains. Within each website, you can have multiple stores, and within each
store, separate store views. Many installations have one website and one store, but with
multiple store views to support different languages.
Before you begin, plan your store hierarchy in advance because it is referred to throughout
the configuration. Each store can have a separate root category, which makes it possible to
have an entirely different set of main menu options for each store.

All Stores

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Creating a Store View

CHAPTER 63: All Stores

Creating a Store View
Store views are typically used to make the store available in different languages. Shoppers can
use the language chooser in the header of the store to change the store view.

Store Views in Language Chooser

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Creating a Store View

To create a new store view:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose All Stores.

Tap Create Store View . Then, do the following:

Store View Information

Set Store to the parent store of this view.

Enter a Name for this store view. The name appears in the language chooser in the store
header. For example: Spanish.

Enter a Code in lowercase characters to identify the view. For example: spanish.

To activate the view, set Status to “Enabled.”

(Optional) Enter a Sort Order number to determine the sequence in which this view is
listed with other views.

When complete, tap Save Store View .

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Adding a Language
Most of the text that appears to be hard-coded on pages throughout your store can be instantly
changed to a different language by changing the locale of the view. Changing the locale doesn’t
actually translate the text word-for-word, but simply references a different translation table
that provides the interface text that is used throughout the store. The text that can be changed
includes navigational titles, labels, buttons, and links such as “My Cart” and “My Account.”
You can also use the Inline Translation tool to touch up text in the interface.
At the time of this writing, there are no language packs available for Magento 2.0, although many
are in development. Check the current availability of language packs for Magento 2.x on Magento

Marketplace / Connect. As soon as language packs become available, we will add complete
instructions here.

After changing the language of the locale, the remaining content that you have created,
including product names and descriptions, categories, CMS pages, and blocks must be
translated separately for each store view. Language packs are not required to translate content.

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Creating a Store View

Translating Products
If your store has multiple views in different languages, the same products are available in each
store view. You can use the same basic product information, such as SKU, price, and inventory
level, regardless of language. Then, translate only the product name, description fields, and
meta data as needed for each language.
Process Overview:
Step 1: Translate Product Fields
Step 2: Translate Field Labels
Step 3: Translate All Categories

Step 1: Translate Product Fields
1.

On the Admin sidebar, tap Products. Then under Inventory, choose Catalog.

In the grid, find the product to be translated, and open in edit mode.

In the upper-left corner set Store View to the view for the translation. When prompted to
confirm, tap OK .

For each field to be edited, do the following:
a.

Clear the Use Default Value checkbox to the right of the field.

Either paste or type the translated text into the field.

Make sure to translate all text fields, including image labels and Alt text, Search Engine
Optimization fields and any Custom Options information.
5.

When complete, tap Save .

Step 2: Translate Field Labels
1.

On the Admin sidebar, tap Stores. Then under Attributes, choose Product.

In the list, find the attribute to be translated, and open in edit mode.

In the panel on the left, choose Manage Labels.

In the Manage Titles section, enter a translated label for each store view.

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Enter Translated Labels
5.

When complete, tap Save Attribute .

Step 3: Translate All Categories
1.

On the Admin sidebar, tap Products. Then under Inventory, choose Categories.

In the upper-left corner set Store View to the view for the translation. When prompted to
confirm, tap OK .

In the tree, find the category to be translated and open in edit mode.

On the General Information tab, translate the following fields:

Name

Description

Page Title

Meta Keywords

Meta Description

To translate the URL Key, do the following:
a.

Clear the Use Default Value checkbox to the right of the field.

Enter the translated text.

Make sure that the Create Permanent Redirect for old URL checkbox is selected

Translate URL Key

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When complete, tap Save Category .

Repeat the process for all categories used in the store.

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Creating a Store View

Translating Content
If your store has multiple views in different languages, and you have set the locale for each
view to a different language, the result is a partially translated site. The next step is to create a
translated version of each page that is available from the specific store view. The Store View
column of the Manage Pages list shows each view that has a translated version of the page.
To translate a content page, you must create a new page that has the same URL Key as the
original, but is assigned to the specific store view. Then, update the page for the specific view
with the translated text. The following example shows how to create a translated version of the
“About Us” page for the Spanish store view.

To create a translated page for a view:
1.

On the Admin sidebar, tap Content. Then under Elements, choose Pages.

In the grid, find the page to be translated, and open in edit mode.

Copy the URL Key to the clipboard. Then, press the Back button to return to the Pages grid.

Tap Add New Page. Then, do the following:
a.

Enter the translated Page Title.

Paste the URL Key that you copied from the original page.

In the Store View box, choose the store view where the page is to be available.

In the panel on the left, choose Content. Then, complete the translated text for the page.

On the Design tab, set the column Layout of the page.

On the Meta Data tab, enter the translated text for the Keywords and Description.

When complete, tap Save Page. Then when prompted, refresh any invalid caches.

To verify the translation, go to the storefront and use the language chooser to change the store
view.
Notice that there are still some elements on the page that need to be translated, including the
company footer links block, the welcome message, and product information.

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CHAPTER 63: All Stores

Creating a Store
Before you begin, take some time to plan your store hierarchy because it is referred to
throughout the configuration. Each store can have a separate root category, which makes it
possible to have a different main menu for each store.
A single installation of Magento can have multiple stores that share the same Admin. Multiple
stores can share the same domain, be set up as subdomains of the same domain, or have
entirely different domains. Stores that have the same IP address and domain, use the same
security certificate, and share a single checkout process. If you want each store to have a
dedicated checkout process under its own domain, each store must have a distinct IP address
with a separate security certificate. Here are some examples of how URLs can be configured for
multiple stores:
yourdomain.com/store1 Each store has a different path, but shares the same domain.
yourdomain.com/store2
store1.yourdomain.com Each store has a different subdomain of the primary domain.
store2.yourdomain.com
store1.com

Each store has a dedicated domain.

store2.com

The important thing to understand is that the stores use the same Magento code, share the
same Admin, and catalog. They can, however, have different identities, product selections, and
themes.
Process Overview:
Step 1: Choose the Store Domain
Step 2: Create the New Store
Step 3: Create a Default Store View
Step 4: Configure the Store URL

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Creating a Store

Step 1: Choose the Store Domain
The first step is to choose how you want to position the store. Will the stores share the same
domain, each have a subdomain, or have distinctly different domains? For each store, do one
of the following:
l

To place the store one level below the primary domain, you don’t have to do anything.

Set up a subdomain of your primary domain.

Set up a different primary domain.

Step 2: Create the New Store
1.

On the Admin sidebar, tap Stores. Then under Settings, choose All Stores.

Tap Create Store. Then, do the following:
a.

Choose the Web Site that is to be the parent of the new store. If the installation has only
one web site, accept the default, “Main Website.”

Enter a Name for the new store. The name is for internal reference only.

Set Root Category to the root category that defines the category structure for the main
menu of the new store. If you have already created a specific root category for the store,
select it. Otherwise, select “Default Category.” You can come back later and update the
setting.

Store Information
3.

When complete, tap Save Store .

New Store

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Step 3: Create a Default Store View
1.

Tap Create Store View . Then, do the following:
a.

Set Store to the new store you created.

Enter a Name for the view. For example, "English."

Enter a Code for the view in lowercase characters.

Set Status to "Enabled."

In the Sort Order field, enter a number to determine the store's position when listed with
other stores.

Tap Save Store View .
If you were to open your store in edit mode, you would see that it now has a default view.

New Store with Default View

Step 4: Configure the Store URL

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On the menu bar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under General, choose Web.

In the upper-left corner, set Store View to the view that you created for the new store. When
prompted to confirm scope switching, tap OK .

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Creating a Store

Choose the New Store View
4.

Expand

the Base URLs section. Then, do the following:

After the Base URL field, clear the Use Website checkbox.

Enter the Base URL for the store.

Base URLs
5.

Expand
the Secure Base URLs section, and repeat the previous step as needed to
configure the store’s secure URL.

When complete, tap Save Config.

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Creating a Website

CHAPTER 63: All Stores

Creating a Website
Multiple websites can be set up that use the same Magento installation. The websites can be set
up to use the same domain, or different domains.

Step 1: Create a New Website
1.

On the Admin sidebar, tap Stores. Then under Settings, choose All Stores.

Tap Create Website . Then, do the following:

Website Information
a.

In the Name field, enter the domain of the new website. For example, “domain.com.”

Enter a Code that will be used on the server to point to the domain. The code must begin
with a lower-case letter, and can include any combination of letters (a-z), numbers (0-9),
and the hyphen (-) character.

(Optional) Enter a Sort Order number to determine the sequence in which this site is
listed with other sites. Enter a zero to make this site appear at the top of the list.

To make this the default website for your Magento installation, mark the Set as Default
checkbox.

When complete, tap Save Website .

Set up each store and store view that is needed for the new website.

Step 2: Configure the Store URL
Follow the instructions to configure the store URLs.

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Store URLs

Store URLs
Each website in a Magento installation has a base URL that is assigned to the storefront and
another URL that is assigned to the Admin. If you have a security certificate for your domain,
you can configure either or both base URLs to operate over an encrypted SSL channel. All
Magento resources and operations can be used over a secure SSL channel.
Standard base URLs begin with “http,” and secure base URLs begin with “https.” Magento uses
variables to define internal links in relation to the base URL, which makes it possible to move
an entire store from one location to another without updating the links.
Base URL

http://www.yourdomain.com/magento/

Secure Base URL

https://www.yourdomain.com/magento/

URL with IP address

http://###.###.###.###/magento/

The base URLs that are associated with your store were initially set up during the Web
Configuration step of the Magento installation. If you had a security certificate available at the
time, you could also choose to use secure (https) URLs for the store, Admin, or both. If you
didn’t have a domain or security certificate at the time of the installation, make sure to update
the configuration before launching your store.
If your Magento installation includes multiple stores, or if you plan to later add more stores,
you can have the option to include the store code in the URL.
Important! Do not change the Admin URL from the default Base URL configuration. To change the
Admin URL or path, see: Using a Custom Admin URL.

To configure the Base URL:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under General, choose Web.

Expand
a.

the Base URL section, and do the following:

Enter the fully qualified Base URL for your store. Make sure to end the URL with a
forward slash, so it can be extended with additional URL Keys from your store. For
example:
http://yourdomain.com/

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Do not change the placeholder in the Base Link URL field. It is a placeholder that is used to
create relative links to the base URL.

(Optional) To specify an alternate location for the Base URL for Static View Files, enter
the path starting with the following placeholder:
{{unsecure_base_url}}

(Optional) To specify an alternate location for the Base URL for User Media Files, enter
the path starting with the following placeholder:
{{unsecure_base_url}}

For a typical installation, there is no need to update the paths for the static view files or
media files because they are relative to the base URL.

Base URLs
Placeholders enclosed in double braces are markup tags for variables.

When complete, tap Save Config .

To include the store code in URLs:

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On the Admin sidebar, tap System. Then under Settings, choose Configuration.

In the panel on the left, under General, choose Web.

Expand

Set Add Store Code to your preference.

the URL Options section.

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Store URLs

URL with Store Code

http://www.yourdomain.com/magento/store-view/index.php/urlidentifier
URL without Store Code

http://www.yourdomain.com/magento/index.php/url-identifier

URL Options
5.

When complete, tap Save Config .

After the setting is saved, you will be prompted to refresh the cache. Tap the Cache
Management link in the message at the top of the workspace. Then, follow the instructions to
refresh the cache.

Refresh Cache

To configure the secure base URL:
If your domain has a valid security certificate, you can configure the URLs for either the
storefront and Admin—or both—to run over a secure (https) channel. Without a security
certificate, your store cannot automatically switch to a secure channel (https) for transactions
that normally take place over an encrypted, secure socket layer (SSL).
1.

Expand
a.

the Base URLs (Secure) section. Then, do the following:

Enter the full Secure Base URL, followed by a forward slash. For example:
https://yourdomain.com/

Do not change the placeholder in the Secure Base Link URL field. It is a placeholder that
is used to create relative links to the secure base URL.

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(Optional) To specify an alternate location for the Secure Base URL for Static View Files,
enter the path starting with the following placeholder:
{{secure_base_url}}

(Optional) To specify an alternate location for the Secure Base URL for User Media Files,
enter the path starting with the following placeholder:
{{secure_base_url}}

If you want to run the entire storefront over a secure (https) channel, set Use Secure
URLs in Frontend to “Yes.”

If you want to run the entire Admin over a secure (https) channel, set Use Secure URLs
in Admin to “Yes.”

Base URLs (Secure)
2.

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When complete, tap Save Config .

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Store URLs

Using a Custom Admin URL
As a security best practice, Magento recommends that you use a unique, custom Admin URL
instead of the default “admin” or the overused “backend.” Although it will not directly protect
your site from a determined bad actor, it can reduce exposure to scripts that try to gain
unauthorized access.
Check with your hosting provider before implementing a custom Admin URL. Some hosting providers
require a standard URL to meet firewall protection rules.

In a typical Magento installation, the Admin URL and path is immediately below the Magento
base URL. The path to the store Admin is one directory below the root.

Default Base URL
http://yourdomain.com/magento/

Default Admin URL and Path
http://yourdomain.com/magento/admin

Although it is possible to change the Admin URL and path to another location, any mistake
removes access to the Admin, and must be corrected from the server.
As a precaution, do not try to change the Admin URL by yourself unless you know how to edit
configuration files on the server.

Method 1: Change from the Magento Admin:
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under Advanced, choose Admin.

Expand
a.

the Admin Base URL section. Then, do the following:

Set Use Custom Admin URL to “Yes.” Then, enter the Custom Admin URL in the
following format:
http://yourdomain.com/magento/

Important! The Admin URL must be in the same Magento installation, and have the same
document root as the storefront.

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Set Custom Admin Path to “Yes.” Then, enter the Custom Admin Path. The path that you
enter is appended to the Custom Admin URL after the last forward slash.
sample_custom_admin

Admin Base URL
4.

When complete, tap Save Config.
After the changes are saved, you must log in to the Admin using the new Admin URL and
path.

Method 2: Change from the Server Command Line
1.

Open the app/etc/env.php file in a text editor, and change the name of the [admin] path.
Make sure to use only lowercase characters. Then, save the file.
On the server, the admin path is located in the app/etc/env.php file. Look for the
argument in the section:
Default Admin Path

#
New Admin Path

Use one of the following methods to clear the Magento cache:
l

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On the Admin sidebar, tap System. Under Tools, choose Cache Management. Then, tap
Flush Magento Cache.
On the server, navigate to the var/cache folder, and delete the contents of the cache
folder.

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Configuration
The Configuration Reference has field descriptions for every configuration setting in
Magento Community Edition 2.0. To learn how to apply configuration settings to specific
store views, see: Configuration Scope.

Configuration

Configuration Tabs

General
Includes basic configuration settings for the store, URLs,
theme, currency, email addresses, store contacts, editor,
and dashboard reports.

Catalog
Determines product and inventory settings, controls
sitemap and RSS feed generation, and specifies the
email template that is used to share products with
friends.

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Customers
Establishes basic customer account and login options,
newsletter settings, ,wish list, and the format of autogenerated coupon codes.

Sales
Determines checkout and tax settings, payment and
shipping options, sales email and PDF print-outs, and
GoogleAPI settings.

Services
Configures Magento API settings, including SOAP and
OAuth.

Advanced
Determines default Admin settings, various system
configuration settings, advanced module controls, and
developer tools.

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Taxes
In this section of the guide, you will learn how to set up taxes according to the
requirements of your locale. You can set up tax classes for products and customer groups,
and create tax rules that combine product and customer classes, tax zones, and rates. In
addition, you'll learn more advanced topics such as setting up fixed product taxes,
compound taxes, and displaying consistent prices across international borders. If you are
required to collect a value-added tax, you will learn how to set up your store to
automatically calculate the appropriate amount with validation.
Magento provides a variety of options to define taxes. Tax classes are used to define “tax
rules.” Tax rules are a combination of a Product Class, a Customer Class and a Tax Zone
and Rate. Magento also supports the calculation of Value-Added Tax (VAT) for businessto-business transactions in the European Union.

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CHAPTER 65: Taxes

Tax Rules
Tax rules incorporate a combination of product class, customer class and tax rate. Each
customer is assigned to a customer class, and each product is assigned a product class.
Magento analyzes the shopping cart of each customer and calculates the appropriate tax
according to the customer and product classes, and the region (based on the customer’s
shipping address, billing address or shipping origin).
When numerous taxes must be defined, you can simplify the process by importing them.

Tax Rules

Step 1: Complete the Tax Rule Information

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On the Admin sidebar, tap Stores. Then under Taxes, choose Tax Rules.

In the upper-right corner, tap Add New Tax Rule .

Under Tax Rule Information, enter a Name for the new rule.

Choose the Tax Rate that applies to the rule. If you need to edit an existing tax rate, do the
following:
a.

Hover over the tax rate, and tap the Edit

icon.

Update the form as needed, and tap Save .

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Tax Rules

Tax Rule Information
To enter tax rates, use either of the following methods:

Method 1: Enter Tax Rates Manually
1.

Tap Add New Tax Rate.

Complete the form as needed. For more information, see: Tax Zones and Rates.

When complete, tap Save .

New Tax Rate

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Method 2: Import Tax Rates
1.

Scroll down to the section at the bottom of the page.

To import tax rates, do the following:

Tap Choose File, and navigate to the CSV file with the tax rates to be imported.

Tap Import Tax Rates.

To export tax rates, tap Export Tax Rates.
To learn more, see: Import/Export Tax Rates.

Import / Export Tax Rates

Step 2: Complete the Additional Settings
4.

Tap Additional Settings to open the section. Then, do the following:
a.

Choose the Customer Tax Class to which the rule applies.
l

icon. Then, update the form as needed, and

To create a new tax class, tap Add New Tax Class. Then, complete the form as needed,
and tap Save .

Choose the Product Tax Class to which the rule applies.
l

790

To edit a customer tax class, tap the edit
tap Save .

To edit a product tax class, tap the edit
tap Save .

icon. Then, update the form as needed, and

To create a new tax class, tap Add New Tax Class. Then, complete the form as needed,
and tap Save .

In the Priority field, enter a number to indicate the priority of this tax, when more than
one tax applies. If two tax rules with the same priority apply, then the taxes are added
together. If two taxes with different priority settings apply, then the taxes are
compounded.

If you want taxes to be based on the order subtotal, mark the Calculate off Subtotal Only
checkbox.

In the Sort Order field, enter a number to indicate the order of this tax rule when listed
with others.

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Tax Rules

Additional Settings
5.

When complete, tap Save Rule .

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Tax Classes

CHAPTER 65: Taxes

Tax Classes
Tax classes can be assigned to customers, products, and shipping. Magento analyzes the
shopping cart of each customer and calculates the appropriate tax according to the class of the
customer, the class of the products in the cart, and the region (as determined by the customer’s
shipping address, billing address or shipping origin). New tax classes can be created when a
tax rule is defined.

Customer
You can create as many customer tax classes as you
need, and assign them to customer groups. For example,
in some jurisdictions, wholesale transactions are not
taxed, but retail transactions are. You can associate
members of the Wholesale Customer group with the
Wholesale tax class.

Product
Product classes are used in calculations to determine the
correct tax rate is applied in the shopping cart. When you
create product, it is assigned to a specific tax class. For
example, food might not be taxed, or taxed at a different
rate.

Shipping
If your store charges an additional tax on shipping, you
should designate a specific product tax class for
shipping. Then in the configuration, specify it as the tax
class that is used for shipping.

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Fixed Product Tax

Fixed Product Tax
Some tax jurisdictions have a fixed tax that must be added to certain types of products. You
can set up a fixed product tax (FPT) as needed for your store's tax calculations. For example, in
some countries FPT can be used to set up a Waste Electrical and Electronic Equipment
Directive (WEEE) tax, also known as "ecological tax" or "eco tax," that is collected on certain
types of electronics to offset the cost of recycling. This tax is a fixed amount, rather than a
percentage of the product price.
Fixed product taxes apply at the item level, based on the product. In some jurisdictions this
tax is subject to an additional % tax calculation. Your tax jurisdiction might also have rules
about how the product price appears to customers, either with or without tax. Be sure that you
understand the rules, and set your FPT display options accordingly.
We recommend that you exercise caution when quoting FPT prices in email, because the
difference in price can affect customer confidence in their orders. For example, if you display
Order Review prices without showing FPT, customers who buy items with associated FPT will
see a total that includes the FPT tax amount, but without an itemized breakdown. The
difference in price might lead some customers to abandon their carts because the total differs
from the amount expected.

FPT Display Prices
FPT
Not Taxed

DISPLAY SETTING AND CALCULATION
Excluding FPT

FPT appears as a separate row in the cart, and the
value is used in appropriate tax calculations.

Including FPT

FPT is added to the base price of an item; but is not
included in tax- rule-based calculations.

Excluding FPT,

Prices appeare without FPT amount or description.

FPT Description,

FPT is not included in tax-rule-based calculations.

Final Price
Taxed

Excluding FPT

FPT appears as a separate row in the cart, and the
value is used in appropriate tax calculations.

Including FPT

FPT is included in the price of an item, and no change
to tax calculations is required.

Excluding FPT,

Prices appear without the FPT amount or description.

FPT Description,

However, FPT is included in tax-rule-based

Final Price

calculations.

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Configuring FPT
Magento has a Fixed Product Tax input type that creates the section of fields that is needed to
manage the tax for each region.
The following instructions show how to set up a fixed product tax for your store, using “eco
tax” as an example. After setting the scope for the tax and the countries and states where the
tax applies, and depending on the options you choose, the input fields can change according to
the local requirements. To learn more, see: Creating Attributes.
Process Overview:
Step 1: Enable Fixed Product Tax
Step 2: Create an FPT Attribute
Step 3: Add the FPT Attribute to an Attribute Set
Step 4: Apply FPT to Products

Step 1: Enable Fixed Product Tax
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under Sales, choose Tax.

Expand

the Fixed Product Taxes section. Then, do the following:

Set Enable FPT to “Yes.”

To determine how fixed product taxes are used in store prices, choose the FPT setting for
each of price display location. (The options are the same for each location.)

LOCATION
Product View Page

OPTIONS
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Including FPT Only

Including FPT and FPT description

Excluding FPT. Including FPT description and final price

Excluding FPT

Sales Modules
Emails

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Set Apply Tax to FPT as needed.

Set Include FPT in Subtotal as needed.

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Fixed Product Taxes
4.

When complete, tap Save Config.

Step 2: Create an FPT Attribute
1.

On the Admin sidebar, tap Stores. Then under Attributes choose Product.

In the upper-right corner, tap Add New Attribute. Then, do the following:
a.

Enter a Default Label to identify the attribute.

Set Catalog Input for Store Owner to “Fixed Product Tax.”

Attribute Properties
3.

Expand

the Advanced Attribute Properties section. Then, do the following:

In the Attribute Code field, enter a unique identifier in lowercase, without spaces or
special characters. The maximum length is 30 characters. You can leave the field blank to
the text from the Default Label field.

If you want the FPT field to appear in the Inventory grid, set Add to Column Options to
“Yes.”

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If you want to be able to filter products in the grid based on the value of the FPT field, set
Use in Filter Options to “Yes.”

Advanced Attribute Properties
4.

(Optional) In the panel on the left, choose Manage Labels. Then, enter a label to use instead of
the default label for each store view.

Manage Labels
5.

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When complete, tap Save Attribute. Then when prompted, refresh the cache.

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Step 3: Add the FPT Attribute to an Attribute Set
1.

On the Admin sidebar, tap Stores. Then under Attributes, choose Attribute Set.

In the list, tap the attribute set to open the record in edit mode.

Drag the FPT attribute from the list of Unassigned Attributes on the right to the Groups list
in the center column.
Each group folder corresponds to a section of product information. You can place the attribute
wherever you want it to appear when the product is open in edit mode.

Edit Attribute Set

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When complete, tap Save.

Repeat this step for each attribute set that needs to include fixed product tax.

Step 4: Apply FPT to Specific Products
1.

On the Admin sidebar, tap Products. Then under Inventory, choose Catalog.

Open the product that needs a fixed product tax in edit mode.

Find the FPT section of fields that you added to the attribute set. Tap Add Tax, and do the
following:

Fixed Product Tax for Belgium

798

If your Magento installation has multiple websites, choose the appropriate Website and
base currency. In this example, the field is set by default to “All Websites [USD],”

Set Country/State to the region where the fixed product tax applies.

Enter the fixed product tax as a decimal amount in the Tax field.

To add more fixed product taxes, tap Add Tax, and repeat the process.

When complete, tap Save.

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EU Place of Supply

EU Place of Supply
European Union (EU) merchants must report their digital goods sold by quarter to each
member country. Digital goods are taxed based on the customer's billing address. The law
requires merchants to run a tax report and identify the relevant tax amounts for digital goods,
as opposed to physical goods.
Merchants must report all digital goods sold by EU member countries on a quarterly basis to a
central tax administration, along with payment due for tax collected during the period.
Merchants who have not yet reached the threshold (50k/100k Euro of annual business) must
continue to report physical goods sold to the EU states where they have registered VAT
numbers.
Merchants who are audited for taxes paid for digital goods, must provide two pieces of
supporting information to establish the customer place of residence.
l

The customer’s billing address and a record of a successful payment transaction can be used
to establish the customer place of residence. (Payment is accepted only if the billing address
matches payment provider information.)
The information can also be captured directly from the data store in the Magento database
tables.

To collect digital goods tax information:
1.

Load the tax rates for all EU member countries.

Create a digital goods product tax class.

Assign all your digital goods to the digital goods product tax class.

Create tax rules for your physical goods, using physical product tax classes, and associate them
with the appropriate tax rates.

Create tax rules for your digital goods, using use the product tax class for digital goods, and
associate them with the appropriate tax rates for EU member countries.

Run the tax report for the appropriate period, and collect the required digital goods
information.

Export the tax amounts that are related to the tax rates for the digital goods product tax class.

See also:
European Commission Taxation and Customs Union
EU 1015 Place of Supply Changes

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Tax Zones and Rates
Tax rates generally apply to transactions that take place within a specific geographical area.
The Tax Zones and Rates tool enables you to specify the tax rate for each geographical area
from which you collect and remit taxes. Because each tax zone and rate has a unique identifier,
you can have multiple tax rates for a given geographic area (such as places that do not tax food
or medicine, but do tax other items).
Store tax is calculated based on the store’s address. The actual customer tax for an order is
calculated after the customer completes the order information. Magento then calculates the tax
based upon the tax configuration of the store.

Tax Zones and Rates

To define a new tax rate:

800

On the Admin sidebar, tap Stores. Under Taxes, choose Tax Zones and Rates.

In the upper-right corner, tap Add New Tax Rate.

Enter a Tax Identifier.

To apply the tax rate to a single ZIP or postal code, enter the code in the Zip/Post Code field.

The asterisk wildcard (*) can be used to match up to ten characters in the code. For example,
90* represents all ZIP codes from 90000 through 90999.

To apply the tax rate to a range of ZIP or postal codes, do the following::
a.

Mark the Zip/Post is Range checkbox.

Enter the first ZIP or postal code in the range.

Enter the last ZIP or postal code in the range.

Choose the State where the tax rate applies.

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Choose the Country where the tax rate applies.

Enter the Rate Percent that is used for the tax rate calculation.

When complete, tap Save Rate .

New Tax Rate

To edit an existing tax rate:
1.

On the Admin sidebar, tap Stores. Then under Taxes, choose Tax Zones and Rates.

Find the tax rate in the Tax Zones and Rates grid, and open the record in edit mode.
If there are many rates in the list, use the filter controls to find the rate you need.

Make the necessary changes to the Tax Rate Information.

Update the Tax Titles as needed.

When complete, tap Save Rate .

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Import/Export Tax Rates
If you conduct business in several states and ship a large quantity of product, it is more
efficient to download tax rates by ZIP code than enter the rates manually. The rates can then be
imported into Magento. The following example shows how to import a set of California tax
rates that was downloaded from the Avalara website. Avalara is a Magento Technology Partner,
and provides tax rate tables that can be downloaded at no charge for every ZIP code in the
United States.
Process Overview:
Step 1: Export the Magento Tax Rate Data
Step 2: Prepare the Import Data
Step 3: Import the Tax Rates

Step 1: Export the Magento Tax Rate Data
1.

On the Admin sidebar, tap System. Then under Data Transfer, choose Import/Export Tax
Rates.

Tap Export Tax Rates . Look for the download file in the lower-left corner of the browser
window.

Save the file, and then open it in a spreadsheet. (In this example, we use OpenOffice Calc.)
The exported Magento tax rate data includes the following columns:
l

Code

Country

State

Zip/Post Code

Rate

Range From

Range To

A column for each store view

Exported Tax Rate Data

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Open the new tax rate data in a second instance of the spreadsheet, so you can see both, side
by side.
In the new tax rate data, take note of any additional tax rate data that you might need to set
up in your store before the data is imported. For example, the tax rate data for California also
includes:
l

TaxRegionName

CombinedRate

StateRate

CountyRate

CityRate

SpecialRate

If you need to import additional tax zones and rates, you must first define them from the
Admin of your store, and update the tax rules as needed. Then, export the data, and open the
file in OpenOffice Calc, so it can be used for reference. However, to keep this example simple,
we will import only the standard tax rate columns.

Step 2: Prepare the Import Data
You now have two spreadsheets open, side by side. One with the Magento export file structure,
and the other with the new tax rate data that you want to import.
1.

To create a place to work in the spreadsheet with the new data, insert as many blank columns
at the far left as needed. Then, use cut and paste to rearrange the columns so they match the
order of the Magento export data.

Rename the column headers to match the Magento export data.

Delete any columns that have no data. Otherwise, the structure of the import file should match
the original Magento export data.

Before saving the file, scroll down and make sure that the tax rate columns contain only
numeric data. Any text found in a tax rate column will prevent the data from being imported.

Save the prepared data as a .CSV file. When prompted, verify that a comma is used a Field
delimiter, and double quotes as the Text delimiter. Then, tap OK .

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Step 3: Import the Tax Rates
1.

On the Admin sidebar, tap System. Then under Data Transfer, choose Import/Export Tax
Rates.

Tap Browse , and choose the .CSV tax rate file that you prepared to import. Then, tap Import
Tax Rates .
It might take several minutes to import the data. When the process is complete, the message,
"The tax rate has been imported" appears. If you receive an error message, correct the problem
in the data and try again.

On the Admin sidebar, tap Stores. Then under Taxes, choose Tax Zones and Rates. The
imported rates appear in the list. Use the page controls to view the new tax rates.

Imported Tax Rates
4.

804

Run some test transactions in your store with customers from different ZIP codes to make sure
that the new tax rates work correctly.

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Value Added Tax (VAT)

Value Added Tax (VAT)
Some countries charge a value added tax, or VAT, on goods and services. There can be different
VAT rates depending on which stage you as a merchant are at in the manufacture or
distribution of the products, materials, or services that you sell to your customers. In this case
you may need to use more than one VAT rate in your store for tax calculation purposes.

Configuring VAT
The following instructions include a sample procedure to set up a 20% VAT in the U.K. for
sales to retail customers. For other tax rates and countries, follow the general procedure but
enter specific information that corresponds to your country, VAT rate, customer types, and so
on.
Before proceeding, make sure to find out which rules and regulations apply to VAT in your area.

In certain business-to-business transactions, VAT is not assessed. Magento can validate a
customer’s VAT ID to ensure that VAT is assessed (or not assessed) properly. To learn more,
see: VAT Validation.
Process Overview:
Step 1: Set Up Customer Tax Classes
Step 2: Set Up Product Tax Classes
Step 3: Set Up Tax Zones and Rates
Step 4: Set Up Tax Rules
Step 5: Apply Tax Classes to Products

Step 1: Set Up Customer Tax Classes
1.

On the Admin sidebar, tap Stores. Then choose, select Tax Zones and Rates.

Ensure that there is a customer tax class that is appropriate to use with the VAT. For this
example, ensure that there is a customer tax class named Retail Customer. If Retail Customer
does not exist, click the Add New button and add it.

Step 2: Set Up Product Tax Classes
1.

On the Admin menu, select Sales > Tax > Product Tax Classes.

Click the Add New button and create three new classes:

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VAT Reduced

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Click the Save Class button for each new class that you add.

Step 3: Set Up Tax Zones and Rates
1.

On the Admin menu, select Sales > Tax > Manage Tax Zones & Rates.
For this example you can remove the U.S. tax rates, or leave them as they are.

Click the Add New Tax Rate button. Add new rates as follows:

NEW TAX RATE
VAT Standard

VAT Reduced

SETTINGS
Tax Identifier:

VAT Standard

Country and State:

United Kingdom

Rate Percent:

20.00

Tax Identifier:

VAT Reduced

Country and State:

United Kingdom

Rate Percent:

5.00

Click the Save Rate button for each rate.

Step 4: Set Up Tax Rules
A tax rule is a combination of a customer tax class, a product tax class, and a tax rate.
1.

On the Admin menu, select Sales > Tax > Manage Tax Rules.

Add new tax rules as follows:

NEW TAX RULE
VAT Standard

806

SETTINGS
Name:

VAT Standard

Customer Tax Class:

Retail Customer

Product Tax Class:

VAT Standard

Tax Rate:

VAT Standard Rate

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NEW TAX RULE
VAT Reduced

Value Added Tax (VAT)

SETTINGS
Name:

VAT Reduced

Customer Tax Class:

Retail Customer

Product Tax Class:

VAT Reduced

Tax Rate:

VAT Reduced Rate

Click the Save Rule button for each rate.

Step 5: Apply Tax Classes to Products
1.

On the Admin menu, select Catalog > Manage Products.

Open a product from your catalog in edit mode.

On the General page, find the Tax Class field. Then, select the VAT Class that applies to the
product.

When complete, click the Save button.

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VAT Validation
VAT ID Validation automatically calculates the required tax for B2B transactions that take
place within the European Union (EU), based on the merchant and customer locale. Magento
performs VAT ID validation using the web services of the European Commission server.
VAT-related tax rules do not influence other tax rules, and do not prevent the application of other tax
rules. Only one tax rule can be applied at a given time.
l

VAT is charged if the merchant and customer are located in the same EU country.
VAT is not charged if the merchant and customer are located in different EU countries, and
both parties are EU-registered business entities.

The store administrator creates more than one default customer group that can be
automatically assigned to the customer during account creation, address creation or update,
and checkout. The result is that different tax rules are used for intra-country (domestic) and
intra-EU sales.
Important: If you sell virtual or downloadable products, which by their nature do not require
shipping, the VAT rate of a customer’s location country should be used for both intra-union and
domestic sales. You must create additional individual tax rules for product tax classes that
correspond to the virtual products.

Customer Registration Workflow
If VAT ID Validation is enabled, after registration each customer is proposed to enter the VAT
ID number. However only those who are registered VAT customers are expected to fill this field.
After a customer specifies the VAT number and other address fields, and chooses to save, the
system saves the address and sends the VAT ID validation request to the European
Commission server. According to the results of the validation, one of the default groups is
assigned to a customer. This group can be changed if a customer or an administrator changes
the VAT ID of the default address or changes the whole default address. The group can be
temporarily changed (group change will be emulated) in some cases during one-page checkout.
If enabled, you can override VAT ID Validation for individual customers by selecting the
checkbox on the Customer Information page.

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Checkout Workflow
If a customer’s VAT validation is performed during checkout, the VAT request identifier and
VAT request date are saved in the Comments History section of the order.
The system behavior concerned with the VAT ID validation and the customer group change
during the checkout depends on how the Validate on Each Transaction and the Disable
Automatic Group Change settings are configured. This section describes the implementation of
the VAT ID Validation functionality for the checkout on the frontend.
In case a customer uses Google Express Checkout, PayPal Express Checkout or another
external checkout method, when the checkout is performed completely on the side of the
external payment gateway, the Validate on Each Transaction setting cannot be applied. Thus
the customer group cannot change during checkout.

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Configuring VAT ID Validation
Example: Minimal Tax Rules Required for VAT ID Validation
TAX RULE #1
Customer Tax Class

Customer tax classes must include:
A class for domestic customers
A class for customers with invalid VAT ID
A class for customers, for whom VAT ID validation failed

Product Tax Class

Product tax classes must include a class for products of all types,
except bundle and virtual.

Tax Rate

The tax rate must include the VAT rate of the merchant’s country.

TAX RULE #2
Customer Tax Class

A class for intra-union customers.

Product Tax Class

A class for products of all types, except virtual.

Tax Rate

VAT rates for all EU countries, except merchant’s country. Currently
this rate is 0%.

TAX RULE #3 (REQUIRED FOR VIRTUAL AND DOWNLOADABLE PRODUCTS)
Customer Tax Class

Customer tax classes must include:
A class for domestic customers
A class for customers with invalid VAT ID
A class for customers, for whom VAT ID validation failed

Product Tax Class

A class for virtual products.

Tax Rate

VAT rate of the merchant’s country.

TAX RULE #4 (REQUIRED FOR VIRTUAL AND DOWNLOADABLE PRODUCTS)
Customer Tax Class

A class for intra-union customers.

Product Tax Class

A class for virtual products.

Tax Rate

VAT rates for all EU countries, except merchant’s country. Currently
this rate is 0%.

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Process Overview:
Step 1: Create VAT-Related Customer Groups
Step 2: Create VAT-Related Classes, Rates and Rules
Step 3: Enable and Configure VAT ID Validation
Step 4: Set your VAT ID and Location Country
Step 5: Verify the List of EU Member Countries

Step 1: Create VAT-Related Customer Groups
VAT ID Validation automatically assigns one of the four default customer groups to customers
according to VAT ID validation results:
l

Domestic

Intra-EU

Invalid VAT ID

Validation error

You can create new customer groups for VAT ID Validation or use existing groups, if they
comply with your business logic. When configuring VAT ID Validation, you must assign each
of the created customer groups as a default for customers with appropriate VAT ID validation
results.

Step 2: Create VAT-Related Classes, Rates, and Rules
Each tax rule is defined be three entities:
l

Customer Tax Classes

Product Tax Classes

Tax Rates

Create the tax rules that you need to use VAT ID Validation effectively.
l

Tax rules include tax rates and tax classes.

Tax classes are assigned to customer groups.

Step 3: Enable and Configure VAT ID Validation

812

On the Admin sidebar, tap Stores. Under Settings, choose Configuration.

If necessary, set the Store View for the configuration.

In the panel on the left under Customers, choose Customer Configuration.

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Expand

Value Added Tax (VAT)

the Create New Account Options section.

Create New Account Options
5.

Set Enable Automatic Assignment to Customer Group to “Yes.” Then complete the following
fields as needed.
l

Default Group

Default Value for Disable Automatic Group Changes Based on VAT ID

Show VAT Number on Frontend

When complete, tap Save Config.

Step 4: Set Your VAT ID and Location Country
1.

On the Admin sidebar, tap Stores. Under Settings, choose Configuration.

If needed, set Store View to the applicable store view.

In the panel on the left under General, choose General.

Expand

the Store Information section. Then, do the following:

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Store Information

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Select your Country.

Enter your VAT Number. Then, tap Validate VAT Number. The result appears immediately.

When complete, tap Save Config.

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Step 5: Verify the List of EU Member Countries
1.

Continuing in the General configuration section, expand

the Countries Options section.

Countries Options
2.

In the list of European Union Countries, verify that each member country of the EU is
selected.

When complete, tap Save Config.

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Tax Quick Reference
Some tax settings have a choice of options that determines the way the tax is calculated and
presented to the customer. To learn more, see: International Tax Guidelines.

Tax Calculation Methods
Tax calculation method options include Unit Price, Row Total, and Total. The following table
explains how rounding (to two digits) is handled for different settings.

Tax Configuration Options
SETTING
Unit Price

CALCULATION AND DISPLAY
Magento calculates the tax for each item and displays prices taxinclusive. To calculate the tax total, Magento rounds the tax for each
item, and then adds them together.

Row Total

Magento calculates the tax for each line. To calculate the tax total,
Magento rounds the tax for each line item and then adds them
together.

Total

Magento calculates the tax for each item and adds those tax values
to calculate the total unrounded tax amount for the order. Magento
then applies the specified rounding mode to the total tax to determine
the total tax for the order.

Catalog Prices With or Without Tax
The possible display fields vary depending on the calculation method and whether the catalog
prices include or exclude taxes. Display fields have two-decimal precision in normal
computations. Some combinations of price settings display prices that both include and
exclude tax. When both appear on the same line item, it can be confusing to customers, and
triggers a warning.

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Tax Configuration Options
SETTING
Excluding Tax

CALCULATION AND DISPLAY
Using this setting, the base item price is used as it is entered and the
tax calculation methods are applied.

IncludingTax

Using this setting, the base item price excluding tax is calculated
first. This value is used as the base price, and the tax calculation
methods are applied.

Important! Changes have been made from earlier versions for EU merchants or other VAT merchants
who display prices including tax and operate in several countries with multiple store views. If you load
prices with more than two digits of precision, Magento automatically rounds all prices to two digits to
ensure that a consistent price is presented to buyers.

Shipping Prices With or Without Tax
Tax Configuration Options
SETTING
Excluding Tax

DISPLAY
Appears without tax.

CALCULATION
Normal calculation. Shipping is added
to cart total, typically displayed as a
separate item.

Including Tax

Can be tax inclusive, or tax

Shipping is treated as another item in

can be displayed

cart with taxes, using the same

separately.

calculations.

Tax Amounts as Line Items
To display two different tax amounts as separate line items, such as GST and PST for Canadian
stores, you must set different priorities for the related tax rules. However, in previous tax
calculations, taxes with different priorities would automatically be compounded. To correctly display
separate tax amounts without an incorrect compounding of the tax amounts, you can set different
priorities, and also select the Calculate off subtotal only checkbox. This produces correctly
calculated tax amounts that appear as separate line items.

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International Tax Guidelines
U.S. Tax Configuration
TAX OPTION

RECOMMENDED SETTING

Load catalog prices

Excluding tax

FPT

No, because FPT is not taxed.

Tax based on

Shipping origin

Tax Calculation

On total

Tax shipping?

Apply Discount

Before tax

Comment

All tax zones are the same priority; ideally, a zone for state and one or
more zones for zip code lookup.

UK B2C Tax Configuration
TAX OPTION

RECOMMENDED SETTING

Load catalog prices

Excluding tax

FPT

Yes, including FPT and description

Tax based on

Shipping address

Tax Calculation

On total

Tax shipping?

Yes

Apply Discount

Before tax, discount on prices, including tax.

Comment

For merchants marking up supplier invoices (including VAT).

U.K. B2B Tax Configuration
TAX OPTION

818

RECOMMENDED SETTING

Load catalog prices

Excluding tax

FPT

Yes, including FPT and description

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International Tax Guidelines

U.K. B2B Tax Configuration (cont.)
TAX OPTION

RECOMMENDED SETTING

Tax based on

Shipping address

Tax Calculation

On item

Tax shipping?

Yes

Apply Discount

Before tax, discount on prices, including tax.

Comment

For B2B merchants to provide simpler VAT supply chain
considerations. Tax calculation on row is also valid; however, check
with your taxing jurisdiction. Setup assumes a merchant is in the
supply chain and that goods sold are used by other vendors for VAT
rebates and so on. This makes it easy to discern tax by item for
faster rebate generation. Note that some jurisdictions require different
rounding strategies not currently supported by Magento, and that not
all jurisdictions allow item or row level tax.

Canada Tax Configuration
TAX OPTION

RECOMMENDED SETTING

Load catalog prices

Excluding tax

FPT

Yes, including FPT, description, and apply tax to FPT.

Tax based on

Shipping origin

Tax Calculation

On total

Tax shipping?

Yes

Apply Discount

Before tax

Comment

Merchants located in a GST/PST province (Montreal) should create
one tax rule and show a combined tax amount.
Be sure to consult a qualified tax authority if you have any questions.
For information about the tax requirements of specific provinces, see
the following:
Revenu Québec
Government of Saskatchewan
Manitoba Information for Vendors

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U.S. Tax Guidelines
Tax Classes
TAX CLASS
Tax Class for Shipping

RECOMMENDED SETTING
None

Calculation Settings
CALCULATION

RECOMMENDED SETTING

Tax Calculation Method Based On Total
Tax Calculation Based On

Shipping Origin

Catalog Prices

Excluding Tax

Shipping Prices

Excluding Tax

Apply Customer Tax

After Discount

Apply Discount on Prices

Excluding Tax

Default Tax Destination Calculation
SETTING

RECOMMENDED SETTING

Default Country

United States

Default State

State where business is located.

Default Post Code

The postal code that is used in your tax zones.

Price Display Settings
SETTING

RECOMMENDED SETTING

Display Product Prices in Catalog Excluding Tax
Display Shipping Prices

820

Excluding Tax

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Shopping Cart Display Settings
SETTING

RECOMMENDED SETTING

Display Prices

Excluding Tax

Display Subtotal

Excluding Tax

Display Shipping Amount

Excluding Tax

Display Gift Wrapping Prices Excluding Tax
Display Printed Card Prices

Excluding Tax

Include Tax in Grand Total

Yes

Display Full Tax Summary

Yes

Display Zero Tax Subtotal

Yes

Orders, Invoices, Credit Memos, Display Settings
SETTING

RECOMMENDED SETTING

Display Prices

Excluding Tax

Display Subtotal

Excluding Tax

Display Shipping Amount

Excluding Tax

Include Tax in Grand Total

Yes

Display Full Tax Summary

Yes

Display Zero Tax Subtotal

Yes

Fixed Product Taxes
SETTING
Enable FPT

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RECOMMENDED SETTING
No, except in California.

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CHAPTER 65: Taxes

Canadian Tax Guidelines
The following example shows how to set up GST tax rates for Canada and PST tax rates for
Saskatchewan, with tax rules that calculate and display the two tax rates. Because this is an
example configuration, be sure to verify the correct tax rates and rules for your tax
jurisdictions. When setting up taxes, set the store scope to apply the configuration to all
applicable stores and websites.
l

Fixed product tax is included for relevant goods as a product attribute.
In Quebec, PST is referred to as TVQ. If you need to set up a rate for Quebec, make sure to
use TVQ as the identifier.
Process Overview:
Step 1: Complete the Tax Calculation Settings
Step 2: Set Up Canadian Goods & Services Tax (GST)
Step 3: Set Up Canadian Provincial Sales Tax (PST)
Step 4: Create a GST Tax Rule
Step 5: Create a PST Tax Rule for Saskatchewan
Step 6: Save and Test the Results

Step 1: Complete Tax Calculation Settings
1.

On the Admin menu, select System > Configuration. Then in the panel on the left, under
Sales, select Tax.

Click to expand each section, and complete the following settings:

Tax Calculation Settings
FIELD

RECOMMENDED SETTING

Tax Calculation Method Based On Total

822

Tax Calculation Based On

Shipping Address

Catalog Prices

Excluding Tax

Shipping Prices

Excluding Tax

Apply Customer Tax

After Discount

Apply Discount on Prices

Excluding Tax

Apply Tax On

Custom Price (if available)

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International Tax Guidelines

Tax Classes
FIELD
Tax Class for Shipping

RECOMMENDED SETTING
Shipping (shipping is taxed)

Default Tax Destination Calculation
FIELD

RECOMMENDED SETTING

Default Country

Canada

Default State

(as appropriate)

Default Postal Code

* (asterisk)

Shopping Cart Display Settings
FIELD

RECOMMENDED SETTING

Include Tax in Grand Total

Yes

Display Full Tax Summary

Yes

Display Zero in Tax Subtotal Yes

Fixed Product Taxes
FIELD

RECOMMENDED SETTING

Enable FPT

Yes

All FPT Display Settings

Including FPT and FPT description

Apply Discounts to FPT

Apply Tax to FPT

Yes

Include FPT in Subtotal

Step 2: Set Up Canadian Goods & Services Tax (GST)
To print the GST number on invoices and other sales documents, include it in the name of the
applicable tax rates. The GST will appear as part of the GST amount on any order summary.

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Manage Tax Zones & Rates
FIELD

RECOMMENDED SETTING

Tax Identifier

Canada-GST

Country

Canada

State

* (asterisk)

Zip/Post is Range

Zip/Post Code

* (asterisk)

Rate Percent

5.0000

Step 3: Set Up Canadian Provincial Sales Tax (PST)
Set up another tax rate for the applicable province.

Tax Rate Information
FIELD

824

RECOMMENDED SETTING

Tax Identifier

Canada-SK-PST

Country

Canada

State

Saskatchewan

Zip/Post is Range

Zip/Post Code

* (asterisk)

Rate Percent

5.0000

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International Tax Guidelines

Step 4: Create a GST Tax Rule
To avoid compounding the tax and to correctly display the calculated tax as separate line
items for GST and PST, you must set different priorities for each rule, and select the “Calculate
off subtotal only” checkbox. Each tax appears as a separate line item, but the tax amounts are
not compounded.

Tax Rule Information
FIELD

RECOMMENDED SETTING

Name

Retail-Canada-GST

Customer Tax Class

Retail Customer

Product Tax Class

Taxable Goods
Shipping

Tax Rate

Canada-GST

Priority

Calculate off subtotal only

Select this checkbox.

Sort Order

Step 5: Create a PST Tax Rule for Saskatchewan
For this tax rule, make sure to set the priority to 0 and select the "Calculate off subtotal only"
checkbox. Each tax appears as a separate line item, but the tax amounts are not compounded.

Tax Rule Information
FIELD

RECOMMENDED SETTING

Name

Retail-Canada-PST

Customer Tax Class

Retail Customer

Product Tax Class

Taxable Goods
Shipping

Tax Rate

Canada-SK-PT

Priority

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Tax Rule Information (cont.)
FIELD

RECOMMENDED SETTING

Calculate off subtotal only

Select this checkbox.

Sort Order

Step 6: Save and Test the Results

826

When complete, click the Save Config button.

Return to your storefront, and create a sample order to test the results.

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International Tax Guidelines

EU Tax Guidelines
The following example depicts a store based in France that sells > 100k Euros in France and >
100k Euros in Germany.
l

Tax calculations are managed at the website level.
Currency conversion and tax display options are controlled individually at the store view
level, (Click the Use Website checkbox to override the default).
By setting the default tax country you can dynamically show the correct tax for the
jurisdiction.
Fixed product tax is included for relevant goods as a product attribute.
It might be necessary to edit the catalog to ensure that it shows up in the correct
category/website/store view.
Process Overview:
Step 1: Create Three Product Tax Classes
Step 2: Create Tax Rates for France and Germany
Step 3: Set Up the Tax Rules
Step 4: Set Up a Store View for Germany
Step 5: Configure Tax Settings for France
Step 6: Configure Tax Settings for Germany

Step 1: Create Three Product Tax Classes
For this example, it is assumed that multiple VAT-Reduced product tax classes are not needed.
1.

Create a VAT-Standard product tax class.

Create a VAT-Reduced product tax class.

Create a VAT-Free product tax class.

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Step 2: Create Tax Rates for France and Germany
Create the following tax rates:

Tax Rates
TAX RATE
France-StandardVAT

France-ReducedVAT

Germany-StandardVAT

Germany-ReducedVAT

828

SETTING
Country:

France

State/Region:

ZIP/Postal Code:

Rate:

20%

Country:

France

State/Region:

ZIP/Postal Code:

Rate:

Country:

Germany

State/Region:

ZIP/Postal Code:

Rate:

19%

Country:

Germany

State/Region:

ZIP/Postal Code:

Rate:

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Step 3: Set Up the Tax Rules
Create the following tax rules:

Tax Rules
TAX RULE
Retail-France-StandardVAT

Retail-France-ReducedVAT

Retail-Germany-

SETTING
Customer Class:

Retail Customer

Tax Class:

VAT-Standard

Tax Rate:

France-StandardVAT

Priority:

Sort Order:

Customer Class:

Retail Customer

Tax Class:

VAT Reduced

Tax Rate:

France-ReducedVAT

Priority:

Sort Order:

Customer Class:

Retail Customer

Tax Class:

VAT-Standard

Tax Rate:

Germany-StandardVAT

Priority:

Sort Order:

Customer Class:

Retail Customer

Tax Class:

VAT-Reduced

Tax Rate:

Germany-ReducedVAT

Priority:

Sort Order:

StandardVAT

Retail-GermanyReducedVAT

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Step 4: Set Up a Store View for Germany
1.

On the Admin sidebar, tap Stores. Then under Settings, choose All Stores.

Under the default website, create a store view for Germany. Then, do the following:

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the upper-left corner, set Default Config to the French store.

On the General page, expand
country to “France.”

Complete the locale options as needed.

the Countries Options section, and set the default

In the upper-left corner, choose the German Store View. Then, do the following:
a.

On the General page, expand
“Germany.”

Countries Options, and set the default country to

Complete the locale options as needed.

Step 5: Configure Tax Settings for France
Complete the following General tax settings:

General Settings
FIELD

RECOMMENDED SETTING

Tax Class for Shipping

Shipping (shipping is taxed)

Tax Calculation Method Based

Total

830

Tax Calculation Based On

Shipping Address

Catalog Prices

Including Tax

Shipping Prices

Including Tax

Apply Customer Tax

After Discount

Apply Discount on Prices

Including Tax

Apply Tax On

Custom Price (if available)

Default Country

France

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General Settings (cont.)
FIELD

RECOMMENDED SETTING

Default State
Default Postal Code

* (asterisk)

Include Tax in Grand Total

Yes

Enable FPT

Yes

All FPT Display Settings

Including FPT and FPT description

Apply Discounts to FPT

Apply Tax to FPT

Yes

Include FPT in Subtotal

Yes

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Step 6: Configure Tax Settings for Germany
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left, under Sales,choose Tax. Then, do the following:

In the upper-right corner, choose the German Store View.

To the right of the Default Country field, clear the Use Website checkbox. Then, set
Default Country to “Germany.”

To the right of the Default State field, clear the Use Website checkbox. Then, set Default
State to “*.”

To the right of the Default Post Code field, mark the Use Website checkbox. Then, set
Default Post Code to “*.”

When complete, tap Save Config.

Default Tax Destination Calculation

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Warning Messages

Warning Messages
Some combinations of tax-related options might be confusing to customers and trigger a
warning. These conditions might occur when the tax calculation method is set to “Row” or
“Total,” and the customer is presented with prices that both exclude and include tax, or a tax
on an item basis in the cart. Because the tax calculation is rounded, the amount that appears
in the cart might differ from the amount that a customer expects to pay.
If your tax calculation is based on a problematic configuration, the following warnings appear:
Warning. Tax discount configuration might result in different discounts than a customer
might expect for store(s); Europe Website (French), Europe Website (German). Please
see source for more details.
Warning. Tax configuration can result in rounding errors for store(s): Europe Websites
(French), Europe Websites (German).

Calculation Settings
Use the following tables for reference when configuring tax calculation settings:

Tax Calculation Method Based On: Excluding Tax
Tax Excluded
PRICE DISPLAY

UNIT PRICE

ROW TOTAL

TOTAL

Tax Class for Shipping Shipping (is taxed)
Excluding tax

Including tax

Including and

Warning

Excluding tax

Catalog Prices: Including Tax
Tax Included
PRICE DISPLAY

UNIT PRICE

ROW TOTAL

TOTAL

Excluding tax

Including tax

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Warning Messages

CHAPTER 65: Taxes

Tax Included (cont.)
PRICE DISPLAY
Including and

UNIT PRICE
OK

ROW TOTAL
Warning

TOTAL
Warning

Excluding tax

Calculation Settings

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Warning Messages

Discount Settings
We strongly recommend that you use the following settings to avoid issues when configuring
taxes in relation to discounts.

Recommended Settings
FIELD
Apply Customer Tax
Apply Discount on Prices

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RECOMMENDED SETTING
After Discount
US and Canada

Excluding Tax

Including Tax

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Notes

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CHAPTER 66:

Currency
Magento Community Edition 2.0 gives you the ability to accept currencies from more than
two hundred countries around the world. If the store supports multiple currencies, a
Currency Chooser appears in the header after currency rates are updated.
If you accept payment in multiple currencies, make sure to monitor the currency rate settings,
because any fluctuation can impact your profit margin.

Currency symbols appear in product prices and sales documents such as orders and
invoices. You can customize the currency symbols as needed, and also set the display of
the price separately for each store or view.

Currency Chooser

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CHAPTER 66: Currency

Currency Configuration
Before setting up individual currency rates, first specify which currencies you accept, and the
currency that you want to use to display prices in your store.

Currency Setup

Process Overview:
Step 1: Choose the Accepted Currencies
Step 2: Configure the Import Connection
Step 3: Configure the Scheduled Import Settings
Step 4: Update the Currency Rates

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Currency Configuration

Step 1: Choose the Accepted Currencies
1.

On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

In the panel on the left under General, choose Currency Setup.

Expand

the Currency Options section, and do the following:

Set Base Currency to the primary currency that you use for online transactions.

Set Default Display Currency to the currency that you use to display pricing in your store.

In the Allowed Currencies list, select all currencies that you accept as payment in your
store. Make sure to also select your primary currency. (For multiple currencies, hold down
the Ctrl key and select each option.)

Currency Options
4.

When prompted to refresh the cache, tap the Close
system message. We’ll refresh the cache later.

box in the upper-right corner of the

To define the scope of the base currency, do the following:
a.

In the panel on the left under Catalog, choose Catalog. Then, scroll down and expand
the Price section.

Set Catalog Price Scope to either “Global” or “Website.”

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Price

Step 2: Configure the Import Connection
1.

Scroll back up to the top of the page. In the panel on the left under General, choose Currency
Setup.

Expand

In the Connection Timeout in Seconds field, enter the number of seconds of inactivity to
allow before the connection times out.

the WebserviceX section.

WebserviceX

Step 3: Configure the Scheduled Import Settings
1.

Continuing with Currency Setup, expand

To automatically update currency rates, set Enabled to "Yes." Then, do the following:
a.

Set Service to the rate provider. The default value is “Webservicex.”

Set Start Time to the hour, minute, and second that the rates will be updated according to
the schedule.

To determine how often the rates are updated, set Frequency to one of the following:

840

the Scheduled Import Settings section.

Daily

Weekly

Monthy

In the Error Email Recipient field, enter the email address of the person who is to receive
email notification if an error occurs during the import process. To enter multiple email
addresses, separate each with a comma.

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Currency Configuration

Set Error Email Sender to the store contact that appears as the sender of the error
notification.

Set Error Email Template to the email template used for the error notification.

When complete, tap Save Config.

When prompted to update the cache, tap the Cache Management link. Then, refresh the
invalid cache.

Refresh Cache

Scheduled Import Settings

Step 4: Update the Currency Rates
The currency rates must be updated with the current values before they go into effect. Follow
the instructions to update the rates manually or to import the rates automatically.

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Currency Symbols

CHAPTER 66: Currency

Currency Symbols
Manage Currency Symbols gives you the ability to customize the symbol associated with each
currency that is accepted as payment in your store.

Currency Symbols

To customize currency symbols:
1.

On the Admin sidebar, tap Stores. Then under Currency, choose Currency Symbols.
Each currency that is currently enabled for your store appears in the Currency list.

Enter a custom symbol for each currency you want to use, or mark the Use Standard checkbox
to the right of each currency.

To override the default symbol, clear the Use Standard checkbox. Then, enter the symbol that
you want to use.
It is not possible to change the alignment of the currency symbol from left to right.

When complete, tap Save Currency Symbols.

When prompted to update the cache, tap the Cache Management link. Then, refresh any
invalid cache.

Refresh Cache

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Updating Currency Rates

Updating Currency Rates
Currency rates can be set manually, or imported into the store. To ensure that your store has
the most current rates, you can configure the currency rates to be updated automatically on
schedule.
Before importing currency rates, complete the Currency Rate Setup to specify the currencies
that you accept, and to establish the import connection and schedule.

Updating Currency Rates

To manually update a currency rate:
1.

On the Admin sidebar, click Stores. Then under Currency, choose Currency Rates.

Tap the rate you want to change, and enter the new value for each currency supported.

When complete, tap Save Currency Rates.

To import currency rates:
1.

On the Admin sidebar, tap Stores. Then under Currency, choose Currency Rates.

Set Import Service to the currency rate provider. WebserviceX is the default provider.

Tap Import.
The updated rates appear in the Currency Rates list. If the rates have changed since the last
update, the old rate appears below for reference.

When complete, tap Save Currency Rates.

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When prompted to update the cache, tap the Cache Management link. Then, refresh all
invalid caches.

Refresh Invalid Caches

To import currency rates on schedule:

844

Make sure that Cron is enabled for your store.

Complete the Currency Rate Setup to specify the currencies that you accept, and to establish
the import connection and schedule.

To verify that the rates are imported on schedule, check the Currency Rates list. Then, wait for
the duration of the frequency setting established for the schedule, and check the rates again.

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CHAPTER 67:

Attributes
Magento uses attributes to manage the information associated with products, customers,
and product ratings. Attributes are pieces of information that might appear as fields in
forms, reports, product reviews, layered navigation, and email messages. Some attributes
are built into the system, and others can be created to address specific needs.
You can find more information about attributes in the Products and Data Transfer sections
of this guide. To learn more, see:
l

Using Product Attributes

Product Attribute Reference

Customer Attribute Reference

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CHAPTER 67: Attributes

Product Attributes
Product attribute properties determine how an attribute can be used in the catalog, its
appearance and behavior in the store, and in data transfer operations. The properties and labels
associated with each attribute determine how it can be used, and its presentation in the store.
Properties

The Properties section includes both basic and advanced attribute
properties.

Labels

The label identifies an attribute in the Admin and also in the storefront
of each store view. If your store is available in multiple languages, you
can enter a different translated label for each language.

Storefront
Properties

The Storefront Properties determine how an attribute can be used in your
store, its appearance, and behavior. You can specify if attributes are
available for search, layered navigation, product comparisons, price
rules, and sorting. For text attributes, you can enable the WYSIWYG
editor, and determine if HTML tags can be used to format the values.

To learn how to use attributes while creating a product, see: Using Product Attributes.

Product Attributes Page

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Product Attributes

Properties
Property Descriptions
PROPERTY

DESCRIPTION

ATTRIBUTE PROPERTIES
Default Label

The label that identifies the attribute during data entry.

Catalog Input Type for

Determines the data type and input control that is used to manage

Store Owner

the product from the store Admin. Options include:
Text Field

A single line input field for text.

Text Area

A multiple-line input field that can display
paragraphs of text formatted with HTML.

Date

An input field for date values. The date can
be typed directly into the field, or selected
from a list or calendar.

Yes/No

A drop-down list with predefined options of
“Yes” and “No.”

Multiple Select

A drop-down list of options that allows
multiple selections. To select more than one
option, hold down the Ctrl key and click each
item.

Dropdown

A drop-down list of options that allows only
one selection.

Price

An input type that can be used to create
price fields in addition to the predefined
attributes: Price, Special Price, Tier Price
and Cost.

Media Image

An additional image that can be included in
the attribute set of a product.

Visual Swatch

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Property Descriptions (cont.)
PROPERTY

DESCRIPTION
Text Swatch
Fixed Product Tax

An input type that gives you the ability to
define FPT rates based on the requirements
of your locale.

Values Required

To require that a value to be entered in this field before the record can
be saved, set Values Required to “Yes.” Options include: Yes / No

ADVANCED ATTRIBUTE PROPERTIES
Attribute Code

(Required) A unique identifier for internal use. The Attribute Code
must begin with a letter, but can include a combination of lowercase
letters (a-z) and numbers (0-9).The code must be less than thirty
characters in length and cannot include any special characters or
spaces, although an underscore (_) can be used to indicate a space.

Scope

Limits the use of an attribute to a specific store view or website.
Options include:
Store View
Website
Global

Default Value

Assigns a starting value to the attribute to help during data entry. To
assign a default value for Multiple Select or Dropdown input types,
see: Creating Attributes.
A default value cannot be set for Multiple Select, Dropdown, or Fixed
Product Tax input types.

Unique Value

To prevent duplicate values in a data entry field, set Unique Value to
“Yes.” Options include: Yes / No

Input Validation for Store

Performs a validation check of the data entered in the field, based on

Owner

the following options:
None
Decimal Number

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Product Attributes

Property Descriptions (cont.)
PROPERTY

DESCRIPTION
Integer Number
Email
URL
Letters
Letters (a-z, A-Z) or Numbers (0-9)

Add to Column Options

Determines if the column appears in the product grid. Options: Yes /
No

Use in Filter Options

Determines if the attribute is used as a filter control at the top of
columns in the grid. Options: Yes / No

Storefront Properties
Property Descriptions
PROPERTY
Use in Search

DESCRIPTION
Select “Yes” if you want people to be able to search the catalog
based on the value of this attribute. Options include: Yes / No
The following attributes appear when Search is enabled:
Search Weight

To weight the search results, set Search
Weight to a number from 1 to 5.

Visible in Advanced Gives shoppers the ability to enter search
Search

criteria through a form. Options
include: Yes / No
Using too many attributes can slow down
search.

Comparable on Storefront

Select “Yes” to include this attribute as a row in the Compare
Products report. Options include: Yes / No

Use In Layered Navigation

(Dropdown, Multiple Select and Price input types only) Includes the
attribute as a filter in the “Shop By” section of layered navigation.
Options include:

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Property Descriptions (cont.)
PROPERTY

DESCRIPTION
No

The attribute is not used in layered
navigation.

Filterable (with

Lists only products that match the filter

results)

value.

Filterable (no

Lists all attribute values, even those that do

results)

not apply to any product in the list. Layered
navigation appears on a category page only
if there are filterable attributes available.

Use In Search Results

To include the attribute in the layered navigation for search results,

Layered Navigation

select “Yes.” Options include: Yes / No

Position

Determines the position of the attribute in layered navigation in
relation to other filterable attributes.

Use for Promo Rule

To make the attribute available for use in price rules, select “Yes.”

Conditions

Options include: Yes / No

Allow HTML Tags on

(Text Field and Text Area input types only) To be able to format the

Storefront

attribute value with HTML tags, select “Yes.” Options include: Yes /
No

Visible on Catalog Pages

(Simple and virtual products only) To include the attribute on the

on Storefront

Additional Information tab of the product page, select “Yes.” Options
include: Yes / No

Used in Product Listing

Depends on the theme. To include the attribute in product summaries
that appear in catalog listings, select “Yes.”

Used for Sorting in Product Depending on theme, includes the attribute as a “Sort By” option for
Listing

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catalog listings. Options: Yes / No

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Product Attributes

Creating a Product Attribute
Attributes can be created while working on a product, or from the Product Attributes page. The
following example shows how to create attributes from the Stores menu.

New Attribute Properties

Process Overview:
Step 1: Describe the Basic Properties
Step 2: Describe the Advanced Properties
Step 3: Enter the Field Label
Step 4: Describe the Storefront Properties

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Step 1: Describe the Basic Properties
1.

On the Admin sidebar, tap Stores. Then under Attributes, choose Product.

Tap Add New Attribute .

Attribute Properties
3.

Under Attribute Properties, enter a Default Label to identify the attribute.

Set Catalog Input Type for Store Owner to the type in input control to be used for data entry.

For Dropdown and Multiple Select input types, do the following:

Under Manage Options, tap Add Option .

Tap Add Option and repeat the previous step for each option that you want to include in
the list.

Select Is Default to use the option as the default value.

If you want to require the customer to choose an option before the product can be purchased,
set Values Required to “Yes.”

Manage Options

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Product Attributes

Step 2: Describe the Advanced Properties (if needed)
1.

Enter a unique Attribute Code in lowercase characters, and without spaces.

Advanced Attribute Properties
2.

Set Scope to indicate where in your store hierarchy the attribute can be used.

If you want to prevent duplicate values from being entered, set Unique Value to “Yes.”

Decimal Number

Integer Number

URL

Letters

Letters (a-z, A-Z) or Numbers (0-9)

Input Validation

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Step 3: Enter the Field Label
1.

Expand

the Manage titles section.

Enter a Title to be used as a label for the field. If your store is available in different languages,
you can enter a translated title for each view.

Manage Titles

Step 4: Describe the Storefront Properties
1.

In the panel on the left, choose Storefront Properties.

If the attribute is to be available for search, set Use in Search to “Yes.”

To include the attribute in Product Compare, set Comparable on Storefront to “Yes.”

For dropdown, multiple select and price fields, do the following:
a.

To use the attribute as a filter in layered navigation, set Use in Layered Navigation to
“Yes.”

to use the attribute in layered navigation on search results pages, set Use in Search
Results Layered Navigation to “Yes,”

In the Position field, enter a number to indicate the relative position of the attribute in the
layered navigation block.

To use the attribute in price rules, set Use for Promo Rule Conditions to “Yes,”

854

Complete the following settings if supported by your theme:
a.

To include the attribute on the product detail page, set Visible on Catalog Pages on
Storefront to “Yes.”

To include the attribute in product listings, set Used in Product Listing to “Yes.”

To use attribute as a sort parameter for product listings, set Used for Sorting in Product
Listing to “Yes.”

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When complete, tap Save Attribute .

Storefront Properties

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Attribute Sets
One of the first steps when creating a product is to choose the attribute set that is used as a
template for the product record. The attribute set determines the fields that are available during
data entry, and the values that appear to the customer.
The attributes are organized into groups that determine where they appear in the product
record. Your store comes with an initial attribute set called “default” which includes a set of
commonly-used attributes. If you would like to add only a small number of attributes, you can
add them to the default attribute set. However, if you sell products that require specific types of
information, such as cameras, it might be better to create a dedicated attribute set that
includes the specific attributes that are needed to describe the product.

Attribute Sets

To create an attribute set:

856

On the Admin sidebar, tap Stores. Then under Attributes, choose Attribute Set.

Tap Add New Set. Then, do the following:

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Edit Set Name
a.

Enter a Name for the attribute set.

Set Based On to an existing attribute set to be used as a template.

Tap Save . The next page displays the following:
l

The left column shows the name of the attribute set. The name is for internal reference,
and can be changed as needed.
The center of the page lists the current selection of attribute groups.
The right column lists the selection of attributes that are currently not assigned to the
attribute set.

To add a new attribute to the set, drag the attribute from the Unassigned Attributes list
to the appropriate folder in the Groups column.
System attributes are marked with a dot and cannot be removed from the Groups list. They can
however, be dragged to another Group in the attribute set.

When complete, tap Save.

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Edit Attribute Set

To create a new attribute group:
1.

In the Groups column the attribute set, tap Add New.

Enter a Name for the new group, and tap OK.

Do either of the following:
l

Drag Unassigned Attributes to the new group.

Drag attributes from any other group to the new group.

The new group becomes a section of attributes in any product that is based on the attribute set.

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System
In this section of the guide, you’ll learn how to
import and export data, manage security and
permissions, install extensions and integrations,
and use the many tools that are available to
maintain your store at peak performance.

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Contents

Data Transfer

Working with CSV Files
Import
Export
Product Attribute Reference
Customer Attribute Reference
Integrations

Magento Marketplace
Magento Connect
Tools

Cache Management
Full Page Cache
Alternate Media Storage
Using a Database
Using a CDN
Backups
Index Management
Manual Reindexing
Indexing Modes
Web Setup Wizard
Permissions
Adding Users

Locked Users
User Roles
Security
Security Best Practices
Admin Security
CAPTCHA
Encryption Key
Session Validation
Browser Capabilities Detection
Action Log

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System Menu
The System Menu includes tools to import and export data, install extensions, manage
system caches and indexes, manage permissions, backups, system notifications, and
custom variables.

System Menu

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Menu Options

Data Transfer
The Import and Export tools give you the ability to
manage multiple records in a single operation. You
can import new items, and also update, replace, and
delete existing products and tax rates.

Extensions
Manage integrations and extensions for your store.

Tools
Manage your system resources, including cache and
index management, backups, and installation
settings.

Permissions
Magento uses roles and permissions to create different
levels of access for Admin users, which gives you the
ability to grant permission on a “need to know” basis
to people who work on your site.

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Other Settings

Notifications
Your store has an inbox for the messages received
from Magento. The messages are rated by importance,
and might refer to system updates, patches, new
releases, scheduled maintenance, upcoming events,
and more.

Custom Variables
If you know a little basic HTML, you can create
custom variables and use a markup tag to incorporate
them into pages, blocks, banners, and email
templates.

Manage Encryption Key
The encryption key is used to protect passwords and
other sensitive data. Magento can autogenerate an
encryption key, or you can use one from another
source.

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Notes

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Data Transfer
The Import and Export tools give you the ability to manage multiple records in a single
operation. You can not only import new items, but also update, replace, and delete
existing sets of products. For example, you can add new products to your inventory,
update product data and advanced price data, and replace a set of existing products with
new products. If you have a large catalog of products, it’s much easier to export the data,
edit the data in a spreadsheet, and import it back into your store.
l

Working with CSV Files

Import

Export

Product Attribute Reference

Customer Attribute Reference

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Working with CSV Files
The comma-separated-value (CSV) file format is used as the basis of data transfer operations,
and is supported by all spreadsheet and database applications. The following file types are
supported for import and export:
Import

CSV and ZIP (a compressed CSV file.)

Export

CSV

Important! We recommend that you use a program that supports UTF-8 encoding, such as
Notepad++ or OpenOffice Calc, to edit CSV files. Microsoft Excel inserts additional characters into
the column header of the CSV file, which can prevent the data from being imported back into
Magento. If you work on the Mac, you can save your data in the CSV (Windows) format.

CSV files have a specific structure that must match the database. Each column heading
corresponds to the Attribute Code of the field that is represented by the column. To ensure that
the column headings can be read by Magento, first export the data from your store as a CSV
file. You can then edit the data and re-import it into Magento.
If you open an exported CSV file in a text editor, you will see that values are separated by
commas, and multiple values are enclosed in double-quotes. During import, you can specify a
custom separator character, although a comma is the default.

Product CSV Structure
A full export of the product database contains information about each product in the catalog,
and the relationships between them. Each record has fixed selection of columns that
corresponds to the attributes in the catalog, although the order of the attributes is ignored
during the import process.

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Exported Product CSV in OpenOffice Calc
The first row of the table contains the names of each attribute, which are used as column
headers. The remaining rows describe the individual product records. Any row that begins with
a value in the SKU column is the beginning of a new product record. A single product might
include several rows that contain information about multiple images or product options. The
next row that has a value in the SKU column begins a new product.
The category column contains a path for each category to which the product is assigned. The
path includes the root category, followed by a forward slash (/) between each level. By default,
the pipe “|” character is used to separate different category paths. For example:
Default Category/Gear|Default Category/Gear/Bags.
To import data, you need to include only the SKU and any columns with changes. Any blank
columns are ignored during the import process. It is not possible to add attributes during the
import process. You can include only existing attributes.
For a detailed description of each product attribute, see: Product Attribute Reference.

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Exported Product CSV in Notepad++

CSV Product Structure
COLUMN NAME
_

DESCRIPTION
Column headers that begin with an underscore contain service entity
properties or complex data. Service columns are not product
attributes.

Column headers with an attribute code or field name identify the
column of data. A column might represent a system attribute, or one
that was created by the store administrator.

Customer CSV Structure
The customers CSV file contains customer information from the database, and has the
following structure:

Exported Customer CSV in OpenOffice Calc
The first row of the table contains the names of the attribute columns (which are the same as
attribute codes). There are two types of column names, as shown in the following table. Other
rows contain attribute values, service data, and complex data. Each row with non-empty

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values in the “email” and “_website” columns starts the description of the subsequent
customer. Each row can represent customer data with or without address data, or the address
data only. In case a row contains only the address data, values in the columns, related to the
customer profile, will be ignored and may be empty.
To add or replace more than one address for a customer, in the import file add a row for each
new address with empty customer data and the new or updated address data below the
customer data row.
For a detailed description of each customer attribute, see: Customer Attribute Reference.

Exported Customer CSV in Notepad++

CSV Customer Structure
COLUMN NAME
_

DESCRIPTION
Column headers that begin with an underscore contain service entity
properties or complex data. Service columns are not customer
attributes.

The names of the columns with values of both system-created
attributes, and attributes created by the store administrator.

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Data Validation
All data must pass validation before it can be imported into the store, to ensure that the values
are consistent with the system database. Validation begins when you tap the Check Data
button. During the process, all entities in the import file are verified for the following:
Attributes

Column header names are verified to ensure that they match the
corresponding attributes in the system database. The value of
each attribute is checked to ensure that it meets the requirements
of the data type (decimal, integer, varchar, text, and datetime)

Complex Data

Values that originate from a defined set, such as a drop-down or
multiple select input type, are verified to ensure that the values
exist in the defined set.

Service Data

The values in service data columns are verified to ensure that the
properties or complex data values are consistent with what is
already defined in the system database.

Required Values

For new entities, the presence of required attribute values in the
file is checked. For existing entities, there is no need to re-check
the existence of required attribute values.

Separators

Although the separators aren’t visible when viewed in a
spreadsheet, data values in a CSV file are separated by comma,
and text values are enclosed in double-quotes. During the
validation process, the separators are verified, and each set of
quotes that enclose character strings is verified to be formatted
correctly.

The results of the validation appear in the Validation Results section, and include the following
information:
l

The number of entities checked

The number of invalid rows

The number of errors found

If the data is valid, an “Import Success” message appears.

File is Valid!

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If validation fails, read the description of each error, and correct the problem in the CSV file.
For example, if a row contains an invalid SKU, the import process stops, and that row, and all
subsequent rows are not imported. After correctly the problem, import the data again. If many
errors are encountered, it might take several attempts to pass validation.

Data Validation Messages
MESSAGES
DATA VALIDATION
l

Product with specified SKU not found in rows: 1

URL key for specified store already exists

'7z' file extension is not supported

'txt' file extension is not supported

ERRORS
l

Wrong field type. Type in the imported file %decimal%, expected type is %text%.

Value is not allowed. Attribute value does not exist in the system.

Field %column name% is required.

Wrong value separator is used.

Wrong encoding used. Supported character encoding is UTF-8 and Windows-1252.

Imported file does not contain SKU field.

SKU does not exist in the system.

Column name %column name% is invalid. Should start with a letter. Alphanumeric.

Imported file does not contain a header.

%website name% website does not exist in the system.

%storeview name% storeview does not exist in the system.

Imported attribute %attribute name% does not exist in the system.

Imported resource (image) could not be downloaded from external resource due to timeout or
access permissions.

Imported resource (image) does not exist in the local media storage.

Product creation error displayed to the user equal to the one seen during manual product save.

Advanced Price creation error displayed to the user equal to the one seen during the manual
product save.
Customer creation error displayed to the user equal to the one seen during the manual customer
save.

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Import
Data for all product types can be imported into the store. In addition, you can import customer
data, customer address data, and product images. Import supports the following operations:
l

Add/Update

Replace Existing Complex Data

Delete Entities

The size of the import file is determined by the settings in the php.ini file on the server. The
system message on the Import page indicates the current size limit.

Import

Process Overview:
Step 1: Prepare the Data
Step 2: Choose the Import Behavior
Step 3: Identify the Import File
Step 4: Check the Import Data

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Import

Step 1: Prepare the Data
1.

On the Admin sidebar, tap System. Then under Data Transfer, choose Import.

Under Import Settings, set Entity Type to one of the following:

Advanced Pricing

Products

Customers and Addresses

Customers Main File

Customer Addresses

Tap Download Sample File. Then on the download menu in the lower-left corner of your
browser window, choose Open.

Download Sample File
The sample file includes column headings with placeholder data for example product types.

Downloaded Sample File

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Examine the structure of the sample file. As you prepare your CSV import file, make sure that
the column headings are spelled correctly.

Verify that the size of your import file does not exceed the limit shown in the message.

If the import data includes paths to product images, make sure that the image files have been
uploaded to the appropriate location. The default location on the Magento server is:
pub/media/import.
If the images reside on an external server, make sure that you have the full URL to the
directory that contains the images.

Step 2: Choose the Import Behavior
1.

Set Import Behavior to one of the following:
l

Add/Update

Replace Existing Complex Data

Delete Entities

Do the following:
a.

Accept the default value of a comma (,) for the Field separator.

Accept the default value of a comma (,) for the Multiple value separator.

In a CSV file, a comma is the default separator. To use a different character, make sure that the
data in the CSV file matches the character that you specify.

Import Behavior

Step 3: Identify the Import File

874

Tap Choose File to select the file to import.

Find the CSV file that you prepared to import, and tap Open .

If the import data includes paths to product images, enter one of the following in the Images
File Directory field:

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Import

The path to the uploaded images on the Magento server. For example: var/import.

The full URL to the images on another server. For example: http://domain.com/images

To learn more about importing product images, see: Importing Product Images.

File to Import

Step 4: Check the Import Data
1.

In the upper-right corner, tap Check Data .

Then, wait a few moments for the validation process to complete. If the import data is valid,
the following message appears:

File is Valid!
3.

If the file is valid, tap Import . Otherwise, correct each problem with the data that is listed in
the message, and try to import the file again.

The import process continues to the end of the data, unless an error is encountered.
If an error message appears in the Validation Results, correct the problem in the data, and
import the file again. For a list of known errors, see: Import Troubleshooting.

URL Key Already Exists
A message appears when the import is complete.

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Import Behavior
OPERATION
Add/Update

DESCRIPTION
New product data is added to the existing product data for the
existing entries in the database. All fields except sku can be
updated.
New tax classes that are specified in the import data are created
automatically.
New product categories that are specified in the import file are
created automatically.
New SKUs that are specified in the import file are created
automatically

Replace Existing Complex

The existing product data is replaced with new data.

Data
Exercise caution when replacing data because the existing product
data will be completely cleared and all references in the system will
be lost.

If a SKU in the import data matches the SKU of an existing entity, all
fields, including the SKU are deleted, and a new record is created
using the CSV data.
An error occurs if the CSV file references a SKU that does not exist
in the database. You can Check Data to display error.
Delete Entities

Any entities in the import data that already exist in the database are
deleted from the database.
Delete ignores all columns in the import data, except for SKU. You
can disregard all other attributes in the data.
An error occurs if the CSV file references a SKU that does not exist
in the database. You can Check Data to display error.

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Import History
Maintains a record of data that has been imported into your store, including the start date and
time, user, execution time, and a link to the imported file.

To view the import history:
1.

On the Admin sidebar, tap System.

Under Data Transfer, choose Import History.

Import History

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Importing Product Images
Multiple product images of each type can be imported into Magento, and associated with a
specific product. The path and file name of each product image is entered in the CSV file, and
the image files to be imported are uploaded to the corresponding path on the Magento server or
external server.
Magento creates its own directory structure for product images that is organized alphabetically.
When you export product data with existing images to a CSV file, you can see the alphabetized
path before the file name of each image. However, when you import new images, you don’t
need to specify a path, because Magento manages the directory structure automatically. Just
make sure to enter the relative path to the import directory before the file name of each image
to be imported.
To upload images, you must have login credentials and correct permissions to access to the
Magento folder on the server. With the correct credentials, you can use any SFTP utility to
upload the files from your desktop computer to the server.
Before you try to import a large amount of images, review the steps in the import method that
you want to use, and run through the process with a few products. After you understand how it
works, you’ll feel confident importing large quantities of images.
Important! We recommend that you use a program that supports UTF-8 encoding to edit CSV files,
such as Notepad++ or OpenOffice Calc. Microsoft Excel inserts additional characters into the
column header of the CSV file, which can prevent the data from being imported back into Magento.

Method 1: Import Images from the Local Server
1.

On the Magento server, upload the image files to the pub/media/import folder. This is the
default folder for importing product images.
[magento installation folder]/pub/media/import

You can use a different folder on the Magento server, as long as the path to the folder is
specified during the import process.
2.

In the CSV data, enter the name of each image file to be imported on the correct row, by sku,
and in the correct column according to image type (base_image, small_image,
thumbnail_image, or additional_image).
Make sure to include the relative path to the import directory before each file name, as follows:
/pub/media/import/image.jpg

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The CSV file needs to include only the sku column and the related image columns.

CSV Image Import Data
3.

Follow the instructions to import the data.
After selecting the file to import, enter the relative path following Images File Directory:
/pub/media/import

Images File Directory
If importing multiple images for a single sku, insert a blank row below the sku, and enter the
additional image file names in the appropriate columns. The additional rows are understood to
belong to the parent sku.

Method 2: Import Images from External Server
1.

Upload the images to be imported to the designated folder on the external server.

In the CSV data, enter the full URL for each image file in the correct column by image type
(base_image, small_image, thumbnail_image, or additional_image).
http://example.com/images/image.jpg

Follow the instructions to import the data.

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Import Guidelines
New Entities
Entities are added with the attribute values specified in the CSV file.

If there is no value, or there is a non-valid value, for a required attribute with no default
value set, then the entity (the corresponding row or rows) cannot be imported.
If there is no value, or there is a non-valid value, for a required attribute with the default
value set, then the entity (the corresponding row or rows) is imported, and the default
value is set for the attribute.
If the complex data is not valid, then the entity (the corresponding row or rows) cannot be
imported.

Existing Entities
For attributes that are not complex data, the values from the import file, including the
empty values for the non-required attributes, replace the existing values.
If there is no value, or there is a non-valid value, for a required attribute, then the existing
value is not replaced.
If the complex data for the entity is invalid, the entity (the corresponding row or rows)
cannot be imported, except the case, when Delete Entities was selected in the Import
Behavior drop-down menu.

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Complex Data
If an attribute that is specified in the import file already exists, and its value is derived from a
defined set of values, the following applies:
If the value is not already included in the defined set of values, the row can be imported
and a default value, if defined, is set for the attribute.
If the value is already included in the defined set, the corresponding row cannot be
imported.
If an attribute name is specified in the import file but is not yet defined in the system, it is not
created, and its values are not imported.

Invalid Files
A file cannot be imported if all rows are invalid.

A non-existing service data or complex data name is specified in the import file, such as a
column with a “_” heading.

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Export
The best way to become familiar with the structure of your database is to export the data and
open it in a spreadsheet. Once you become familiar with the process, you’ll find that it is an
efficient way to manage large amounts of information.

To export data:
1.

On the Admin sidebar, tap System. Then under Data Transfer, choose Export.

In the Export Settings section, specify the following:
a.

Set Entity Type to one of the following:
l

Products

Customers Main File

Customer Addresses

Accept the default Export File Format of “CSV.”

Export Settings
3.

The Entity Attributes section lists all the available attributes in alphabetical order. You can use
the standard list controls to search for specific attributes, and to sort the list. The Search and
Reset Filter controls control the display of the list, but have no effect on the selection of
attributes to be included in the export file.

Filtered Entity Attributes

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Export

To filter the exported data based on attribute value, do the following:
l

To export only records with specific attribute values, enter the required value in the Filter
column. The followng example exports only a specific SKU.

Export Product Based on SKU
l

To omit an attribute from the export, mark the Exclude checkbox at the beginning of the
row. For example, to export only the sku and image columns, select the checkbox of every
other attribute. The column appears in the export file, but without any values.

Exclude Attributes
5.

Scroll down and tap Continue in the lower-right corner of the page.
Look for the download prompt in the lower-right corner of your browser. The exported CSV file
can be saved or opened in a spreadsheet. You can edit the data and import it back into your
store.

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Export Criteria
Export filters are used to specify the data that you want to in the export file, based on attribute
value. In addition, you can specify which attribute data you want to include or exclude from
the export.

Export Criteria

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Export Filters
You can use filters to determine which SKUs are included in the export file. For example, if you
enter a value in the Country of Manufacture filter, the exported CSV file will incude only
products manufactured in that country.
The type of filter corresponds to the data type. For date fields, you can choose the date from the
Calendar

. To learn more, see: Attribute Input Types. The format of the date is determined

by the locale.
To inlcude only records with a specific value, such as a sku, type the value into the Filter field.
Some fields such as Price, Weight, and Set Product as New have a from/to range of values.

Exclude Attributes
The checkbox in the first column is used to exclude attributes from the export file. If an
attribute is excluded, the associated column in the export data is included, but empty.

Export Criteria
EXCLUDE

FILTER

RESULT

The exported file contains each attribute for all existing records.

Yes

The export file contains each attribute with only the records allowed
by the filter.

The export file does not include the column for the excluded
attribute, but does include all existing records.

Yes

The export file does not include the column for the excluded
attribute, and contains only the records allowed by the filter.

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Product Attribute Reference
The following table lists the attributes from a typical product export, in the default order in
which they appear. Each attribute is represented in the CSV file as a column, and product
records are represented by rows. Columns that begin with an underscore contain service data
such as properties or option values for complex data.
The installation used to export this data has the sample data installed, and has two websites
and several store views. Although this list includes all columns that are typically exported, the
sku is the only required value. To import data, you can include only the columns with

changes. The sku should be the first column, but the order of the rest of the attributes doesn’t
matter.

Simple Product CSV File Structure
ATTRIBUTE
sku

DESCRIPTION
(Required) The Stock-Keeping Unit is a unique,
alphanumeric identifier that is used to track inventory. A
SKU can be up to 64 characters in length. For example:
sku123
A SKU longer than 64 characters will cause import to
fail.

store_view_code

Identifies the specific store view(s) where the product is
available. If blank, the product is available at the default
store view. For example: storeview1
english,spanish

attribute_set_code

Assigns the product to a specific attribute set or product
template, according to product type. Once the product is
created, the attribute set cannot be changed. For
example:
default

product_type

886

Indicates the type of product.Values include:

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Product Attribute Reference

Simple Product CSV File Structure (cont.)
ATTRIBUTE

DESCRIPTION
simple

Tangible items that are generally
sold as single units or in fixed
quantities.

grouped

A group of separate products
that is sold as a set.

configurable

A product with multiple options
that the customer must select
before making a purchase.
Inventory can be managed for
each set of variations because
they represent a separate
product with a distinct SKU. For
example, a combination of color
and size for a configurable
product is associated with a
specific SKU in the catalog.

virtual

A non-tangible product that does
not require shipping and is not
kept in inventory. Examples
include services, memberships,
and subscriptions.

bundle

A customizable product set of
simple products that are sold
together.

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