Magento Community Edition 2.0 User Guide

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Magento
Community Edition
User Guide
Version 2.0
Contents
GETTING STARTED 1
Introduction 2
CHAPTER 1: Welcome 3
Resources 4
Join the Conversation! 7
CHAPTER 2: About this Release 9
System Requirements 10
Installation 13
Prelaunch Checklist 14
Your Login Credentials 16
For Your Records 17
CHAPTER 3: Your Magento Account 19
Creating a Magento Account 20
Sharing Your Account 23
CHAPTER 4: Quick Tour 27
The Path to Purchase 28
Home Page 30
Catalog Page 32
Search Results 34
Product Page 36
Shopping Cart 38
Customer Journey 40
Attract New Customers 42
ii Copyright © 2016 Magento, Inc. All rights reserved.
Engage Your Customers 43
Moment of Purchase 45
Increase Average Order Value 46
Customer Retention 47
Loyalty & Advocacy 48
Success! 49
Basic Configuration 51
CHAPTER 5: Store Admin 53
Admin Sign In 54
Your Admin Account 56
Admin Sidebar 57
Admin Workspace 60
Dashboard 61
Message Inbox 65
Global Search 69
Grid Controls 70
Grid Layout 72
Actions Control 73
CHAPTER 6: Store Details 77
Store Information 78
Locale Options 80
State Options 81
Country Options 82
Merchant Location 84
Currency 85
Store Email Addresses 86
Contact Us 88
CHAPTER 7: Storefront Branding 91
Uploading Your Logo 92
Adding a Favicon 95
Magento Community Edition 2.0 User Guide iii
Contents
Store Demo Notice 97
Changing the Welcome Message 98
Copyright Notice 99
CHAPTER 8: Websites, Stores & Views 101
Configuration Scope 102
Single Store Mode 104
CHAPTER 9: Industry Compliance 105
PCI Compliance Guidelines 106
Privacy Policy 107
Cookie Law Compliance 108
Cookie Restriction Mode 109
Cookie Reference 111
PRODUCTS 113
CHAPTER 10: Products Menu 115
Catalog Workspace 117
Product Scope 120
CHAPTER 11: Creating Products 123
Catalog URLs 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
iv 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 165
Downloadable Product 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 v
Contents
Minimum Advertised Price 221
MAP Logic 221
Configuring MAP 223
Advanced Inventory 227
Stock Options 232
Product Stock Options 234
Stock Message Scenarios 236
Product Page Stock Messages 236
Product Page Stock Messages 236
Catalog Page Stock Messages 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 257
Creating Categories 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 275
Adding an Attribute 276
vi Magento Community Edition 2.0 User Guide
Contents
Attribute Input Types 282
Date & Time Options 284
MARKETING 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
Recently Viewed / Compared Products 303
Product Reviews 304
Product Ratings 306
Promotions 309
CHAPTER 18: Catalog Price Rules 311
Creating a Catalog Price Rule 312
Price Rule with Multiple SKUs 318
CHAPTER 19: Cart Price Rules 319
Creating a Cart Price Rule 320
Coupon Codes 332
Coupons Report 334
Free Shipping Promotion 336
Buy X Get Y Free 339
Discount with Minimum Purchase 341
Magento Community Edition 2.0 User Guide vii
Contents
Communications 345
CHAPTER 20: Email Templates 347
Supported Email Clients 348
Preparing Your Email Logo 350
Configuring Email Templates 351
Configuring Sales Email 354
Payment Failed Email 357
Customizing Email Templates 359
Header Template 360
Footer Template 364
Message Templates 368
Email Template List 372
CHAPTER 21: Sales Documents 373
Preparing Your Invoice Logo 374
Adding Reference IDs to Header 376
Customer Address Templates 378
CHAPTER 22: Newsletters 381
Configuring Newsletters 382
Newsletter Templates 384
Sending Newsletters 386
Managing Subscribers 388
CHAPTER 23: RSS Feeds 391
CHAPTER 24: Using Variables 395
Adding Predefined Variables 396
Adding Custom Variables 397
Markup Tags 399
Custom Variable 399
Using Markup Tags in Links 402
Variable Reference 405
viii Magento Community Edition 2.0 User Guide
Contents
SEO & Search 409
CHAPTER 25: Catalog Navigation 411
Top Navigation 412
Breadcrumb Trail 414
Product Listings 416
Pagination Controls 419
Layered Navigation 421
Layered Navigation with Filterable Attributes 422
Price Navigation 426
Configuring Layered Navigation 429
CHAPTER 26: Catalog Search 431
Quick Search 432
Advanced Search 433
Search Results 435
Configuring Catalog Search 436
Using a Flat Catalog 437
CHAPTER 27: Search Terms 441
Popular Search Terms 442
Adding Search Terms 444
Search Terms Report 446
CHAPTER 28: SEO Best Practices 447
Meta Data 448
Canonical Meta Tag 449
Using a Sitemap 451
Sitemap Configuration 452
Search Engine Robots 455
CHAPTER 29: URL Rewrites 457
URL Rewrite Configuration 458
Automatic Product Redirects 459
Magento Community Edition 2.0 User Guide ix
Contents
Creating URL Rewrites 461
Product Rewrites 462
Category Rewrites 466
CMS Page Rewrites 468
CHAPTER 30: Google Tools 471
Google Analytics 472
Google Adwords 473
CONTENT 475
CHAPTER 31: Content Menu 477
CHAPTER 32: Pages 479
Core Content 480
Default Pages 482
Workspace Controls 484
Page Search 488
Page Actions 491
Applying Actions 491
Page Grid Layout 492
Adding a New Page 495
Assigning a New Home Page 498
Media Storage 500
Using the Editor 501
Inserting a Link 501
Inserting an Image 502
Inserting a Widget 503
Inserting a Variable 504
CHAPTER 33: Content Blocks 505
Adding New Blocks 506
Adding Social Plugins 508
Adding a Lightbox or Slider 511
x Magento Community Edition 2.0 User Guide
Contents
Positioning Blocks 512
Using a Widget 515
Using a Layout Update 518
CHAPTER 34: Widgets 519
Widget Types 520
Creating a Widget 521
New Products List 526
Design & Theme 531
CHAPTER 35: Design Menu 533
CHAPTER 36: Page Setup 535
HTML Head 536
Header 537
Footer 538
CHAPTER 37: Page Layout 539
Standard Page Layouts 540
Storefront Examples 542
1 Column Layout 542
2 Columns with Left Bar 543
2 Columns with Right Bar 543
3 Columns 544
Layout Updates 545
Standard Block Layout 546
Layout Update Examples 549
Layout Update Syntax 552
Controlling Block Order 556
XML Load Sequence 557
CHAPTER 38: Themes 559
Using the Default Theme 560
Installing a New Theme 562
Magento Community Edition 2.0 User Guide xi
Contents
Theme Assets 563
Merging CSSFiles 564
Merging JavaScript Files 565
Scheduling Design Changes 566
CUSTOMERS 567
CHAPTER 39: Customers Menu 569
All Customers 571
Now Online 572
CHAPTER 40: Customer Accounts 575
Customer Sign In 576
Account Dashboard 578
Configuring Customer Accounts 581
Online Session Length 582
Account Scope 583
Login Landing Page 584
New Account Options 585
Name and Address Options 587
Password Options 589
CHAPTER 41: Customer Groups 591
SALES 595
CHAPTER 42: Sales Menu 597
Order Management 599
CHAPTER 43: Orders 601
Order Workspace 604
Order Actions 606
Order Search 607
xii Magento Community Edition 2.0 User Guide
Contents
Order Grid Layout 609
Order Workflow 611
Processing Orders 612
Allow Reorders 614
Order Status 615
Order Status Workflow 615
Custom Order Status 616
Scheduled Order Operations 620
Pending Payment Order Lifetime 621
Scheduled Grid Updates 621
CHAPTER 44: Invoices 623
Printing Multiple Invoices 624
CHAPTER 45: Billing Agreements 625
CHAPTER 46: Shipments 627
CHAPTER 47: Transactions 629
CHAPTER 48: Credit Memos 631
Printing Credit Memos 635
Product Return Workflow 637
Payments 639
CHAPTER 49: Basic Payment Methods 641
Check / Money Order 642
Cash On Delivery 644
Bank Transfer 646
Purchase Order 648
Zero Subtotal Checkout 650
CHAPTER 50: PayPal 653
PayPal Business Account 654
PayPal All-In-One Payment Solutions 655
Magento Community Edition 2.0 User Guide xiii
Contents
PayPal Payments Advanced 656
Checkout Workflow 656
Checkout Workflow 656
Order Processing Workflow 656
Order Processing Workflow 656
Requirements 658
Setting Up PayPal Payments Advanced 658
PayPal Payments Pro 659
Checkout Workflow 659
Checkout Workflow 659
Order Processing Workflow 660
Order Processing Workflow 660
Requirements 661
Setting Up PayPal Payments Pro 661
PayPal Payments Standard 662
Checkout Workflow 662
Checkout Workflow 662
Merchant Requirements 663
Setting Up PayPal Payments Standard 663
PayPal Payment Gateways 664
PayPal Payflow Pro 665
Customer Workflow 665
Customer Workflow 665
Online Order Processing Workflow 665
Online Order Processing Workflow 665
Requirements 666
Setting Up PayPal Payflow Pro 666
PayPal Payflow Link 667
Customer Workflow 667
Customer Workflow 667
Order Workflow 668
Order Workflow 668
xiv Magento Community Edition 2.0 User Guide
Contents
Requirements 669
Setting Up PayPal Payflow Link 669
PayPal Express Checkout 670
Checkout Workflow 670
Checkout Workflow 670
Requirements 671
Setting Up PayPal Express Checkout 671
PayPal Billing Agreements 684
Billing Agreement Workflow 685
Billing Agreement Workflow 685
PayPal Settlement Reports 686
PayPal Fraud Management Filter 689
PayPal Payment Solutions 690
PayPal by Country 691
CHAPTER 51: Other Payment Solutions 693
Testing Credentials 693
Braintree 694
Setting Up Braintree 694
Authorize.Net Direct Post 695
Shipping 697
CHAPTER 52: Shipping Settings 699
Point of Origin 700
Multiple Addresses 701
Shipping Policy 702
CHAPTER 53: Basic Shipping Methods 703
Free Shipping 704
Flat Rate Shipping 706
Table Rates 708
Dimensional Weight 716
Magento Community Edition 2.0 User Guide xv
Contents
CHAPTER 54: Carriers 717
UPS 718
USPS 719
FedEx 720
DHL 721
CHAPTER 55: Shipping Labels 723
Shipping Label Workflow 724
Configuring Shipping Labels 725
Creating Shipping Labels 729
Label Packages 737
REPORTS 743
CHAPTER 56: Reports Menu 745
CHAPTER 57: Marketing Reports 749
CHAPTER 58: Review Reports 751
CHAPTER 59: Sales Reports 753
CHAPTER 60: Customer Reports 757
CHAPTER 61: Product Reports 759
Refresh Statistics 762
OPERATIONS 763
CHAPTER 62: Stores Menu 765
CHAPTER 63: All Stores 767
Creating a Store View 768
Adding a Language 770
Translating Products 771
Translating Content 773
xvi Magento Community Edition 2.0 User Guide
Contents
Creating a Store 774
Creating a Website 778
Store URLs 779
Using a Custom Admin URL 783
CHAPTER 64: Configuration 785
CHAPTER 65: Taxes 787
Tax Rules 788
Tax Classes 792
Fixed Product Tax 793
Configuring FPT 794
EU Place of Supply 799
Tax Zones and Rates 800
Import/Export Tax Rates 802
Value Added Tax (VAT) 805
Configuring VAT 805
VATValidation 808
Customer Registration Workflow 808
Checkout Workflow 809
Configuring VAT ID Validation 811
Tax Quick Reference 816
Tax Calculation Methods 816
Catalog PricesWith or Without Tax 816
Shipping Prices With or Without Tax 817
Tax Amounts as Line Items 817
International Tax Guidelines 818
U.S. Tax Guidelines 820
Tax Classes 820
Calculation Settings 820
Default Tax Destination Calculation 820
Price Display Settings 820
Shopping Cart Display Settings 821
Magento Community Edition 2.0 User Guide xvii
Contents
Orders, Invoices, Credit Memos, Display Settings 821
Fixed Product Taxes 821
Canadian Tax Guidelines 822
EU Tax Guidelines 827
Warning Messages 833
Calculation Settings 833
Discount Settings 835
CHAPTER 66: Currency 837
Currency Configuration 838
Currency Symbols 842
Updating Currency Rates 843
CHAPTER 67: Attributes 845
Product Attributes 846
Creating a Product Attribute 851
Attribute Sets 856
System 859
CHAPTER 68: System Menu 861
CHAPTER 69: Data Transfer 865
Working with CSV Files 866
Product CSV Structure 866
Customer CSV Structure 868
Data Validation 870
Import 872
Import History 877
Importing Product Images 878
Import Guidelines 880
New Entities 880
New Entities 880
Existing Entities 880
xviii Magento Community Edition 2.0 User Guide
Contents
Existing Entities 880
Complex Data 881
Complex Data 881
Invalid Files 881
Invalid Files 881
Export 882
Export Criteria 884
Export Filters 885
Exclude Attributes 885
Product Attribute Reference 886
Complex Data 899
Advanced Pricing 901
Customer Attribute Reference 903
CHAPTER 70: Integrations 907
Onboarding Workflow 908
Magento Marketplace 911
Magento Connect 912
CHAPTER 71: Tools 913
Cache Management 914
Full-Page Cache 918
Alternate Media Storage 920
Using a Database 921
Database Workflow 921
Using a Content Delivery Network 923
CDN Workflow 923
Backups 926
Index Management 928
Indexing Events 931
Cron (Scheduled Tasks) 934
Web Setup Wizard 936
Setup Tools 937
Magento Community Edition 2.0 User Guide xix
Contents
Web Setup 938
CHAPTER 72: Permissions 945
Adding Users 946
Locked Users 949
User Roles 950
CHAPTER 73: Security 953
Security Best Practices 954
Start Right 954
Protect the Environment 955
Protect Magento 957
Don’t be Taken for a Ride 958
Be Prepared! 958
Monitor for Signs of Attack 959
Follow Your Disaster Recovery Plan 960
Configuring Admin Security 962
CAPTCHA 964
Admin CAPTCHA 965
Customer CAPTCHA 968
Encryption Key 970
Session Validation 971
Browser Capabilities Detection 973
Action Log 974
APPENDICES 975
APPENDIX A: Release Notes 977
APPENDIX B: Change Log 979
APPENDIX C: Glossary 981
APPENDIX D: Configuration Reference 991
xx Magento Community Edition 2.0 User Guide
Contents
INDEX 993
Magento Community Edition 2.0 User Guide xxi
Contents
About this Guide
This guide answers the “why, where, and how” questions that most merchants have when
learning to use Magento. You’ll find lots of step-by-step instructions, screenshots and
examples, plus a comprehensive configuration reference that is linked throughout the material.
After learning the basics, you can use this guide as a springboard into more advanced topics
and resources.
Online User Guide
The online guide is the primary user documentation for
the current release of Magento Community Edition 2.0.
The content is continually updated to provide you with the
best possible assistance. To learn about recent additions
or changes to existing topics, see the Change Log in the
appendix of this guide.
PDF User Guide
You’ll find the same great information in both the online
(HTML) and offline (PDF) user guides, so you can use
the format you prefer. Simply click the link to open the
PDF in your browser. You can also right-click the
download link to save the file to your computer. The
Documentation Archive in the appendix of this guide will
eventually have PDF download links for every major
version of the product.
Magento Community Edition 2.0 User Guide xxii
GETTING STARTED
Introduction
Basic Configuration
Introduction
This section of the guide provides an overview
of the resources that are available to you as a
member of the Magento community. You’ll learn
about the current release, and how to log into
your Magento account. Finally, you’ll take a
guided tour of Magento from two different
perspectives, with links you can explore to learn
more about each topic.
Welcome
Resources
Join the Conversation!
About This Release
System Requirements
Installation
Prelaunch Checklist
Your Login Credentials
For Your Records
Your Magento Account
Creating a Magento Account
Sharing Your Account
Quick Tour
Path to Purchase
Home Page
Catalog Page
Search Results
Product Page
Shopping Cart
Customer Journey
Attract New Customers
Engage Your Customers
Moment of Purchase
Increase Average Order Value
Customer Retention
Loyalty & Advocacy
Success!
2 Magento Community Edition 2.0 User Guide
CHAPTER 1:
Welcome
Welcome to the next generation of the world’s leading digital commerce platform! Built on
open-source technology, Magento Community Edition 2.0 provides online merchants with
unparalleled flexibility and control over the look, content, and functionality of their online
stores. Magento’s intuitive Admin features powerful marketing, search engine
optimization, and product management tools that give you the power to create sites that
are tailored to your unique business needs. Robust and scalable, Magento 2.0 offers you a
stable, secure, and customizable solution for your growing business.
Home Page
Magento Community Edition 2.0 User Guide 3
Resources
Magento provides a wealth of business and technical resources, self-help tools, and services to
help you succeed.
Product Documentation
Whether you’re a merchant, designer, developer, or all of
the above, this is where you’ll gain a deeper insight into
how you can leverage the power of Magento to grow your
business.
Commerce Resources
Gain access to expert insight and online business
resources to help develop and improve your store.
Ebooks, Magento whitepapers, and webinars.
Security Center
Join Magento’s Security Alert Registry to get the latest
information on potential vulnerabilities and Security Best
Practices.
Resources CHAPTER 1: Welcome
4 Magento Community Edition 2.0 User Guide
Forums
The Magento forums provide access to a network of
dedicated Magento enthusiasts who share tips, tricks
and support.
Blog
Check out the Magento blog for the latest information
about new features, trends, best practices, upcoming
events, and more!
Training & Certification
Learn how to unleash the power and flexibility of
Magento. We provide training for every role in your
business, including marketers, designers, developers,
and more. Experienced Magento professionals can
validate their real-world skills by earning Magento
certification.
Partners
Magento partners are committed to your success, and
provide custom integrations, best-in-class customer
experiences, strategic marketing initiatives, and expert
performance and scalability optimization for both on-
premise and cloud-based solutions.
CHAPTER 1: Welcome Resources
Magento Community Edition 2.0 User Guide 5
Expert Consulting Services
Our Expert Consulting Group (ECG) helps Magento
merchants and Solution Partners maximize their
success. Our experts offer comprehensive analysis and
best practice recommendations, from architecture
planning through post-deployment.
Resources CHAPTER 1: Welcome
6 Magento Community Edition 2.0 User Guide
Join the Conversation!
Keep up with the latest news from the ecosystem, and connect with other merchants and
developers on social media networks.
Magento Forums
This is the place to find solutions, become acquainted
with international communities, and join a special interest
chat! Share your knowledge and earn kudos from others!
Facebook
Find out what’s happening and join the discussion on our
Facebook page!
Twitter
Follow us on Twitter!
LinkedIn
Join a Magento group on LinkedIn.
CHAPTER 1: Welcome Join the Conversation!
Magento Community Edition 2.0 User Guide 7
Google+
Add us to your circle on Google+.
YouTube
Learn while you watch videos
on our YouTube channel!
Meetup
Find a Magento Meetup near you!
Join the Conversation! CHAPTER 1: Welcome
8 Magento Community Edition 2.0 User Guide
CHAPTER 2:
About this Release
We are pleased to present Magento Community Edition 2.0.4. This release includes
functional fixes and performance enhancements, and addresses several security issues. To
learn more, see the Release Notes in the Magento developer documentation.
World’s Leading Digital Commerce Platform
Magento Community Edition 2.0 User Guide 9
System Requirements
For more information, see System Requirements in the Magento 2.0 developer documentation.
SYSTEM REQUIREMENTS
ENVIRONMENT
Operating System Linux x86-64
Composer Composer is required for developers who want to contribute to code
base,or develop extensions.
Web Server Apache 2.2 or 2.4 The apache mod_rewrite module must
be enabled. To learn more, see:Apache.
Nginx 1.8.x (or latest stable version)
PHP PHP 7.0.2 (Magento 2.0.1 and later only)
PHP 5.6.x (or latest stable version)
PHP 5.5.x (or latest stable version)
Required extensions:
bc-math (Enterprise Edition only)
curl
gd,ImageMagick 6.3.7 (or later) or both
intl
mbstring
mcrypt
mhash
openssl
PDO_MySQL
SimpleXML
soap
xml
xsl
zip
Optional, but recommended
System Requirements CHAPTER 2: About this Release
10 Magento Community Edition 2.0 User Guide
SYSTEM REQUIREMENTS
opcache This extension is bundled in many PHP
distributions. To verify, see: CentOS or
Ubuntu.
php_
xdebug2.2.0
or later
Recommended for development
environments only.
Additional configuration:
safe_mode off
memory_limit minimum 512 MB
Database MySQL 5.6.x (Oracle or Percona)
Magento Enterprise Edition 2.0 can use three master databases to
provide scalability for the different functional areas of checkout,
orders, and product data.
SSL A valid security certificate is required for HTTPS.
Self-signed certificates are not supported.
Mail Server Mail Transfer Agent (MTA) or SMTPserver
SUPPORTED APPLICATIONS
Reverse Proxy / Web
Accelerator
Varnish 3.5
Varnish 4.x (or latest stable version.)
Cache Storage Redis 3.x
Memcache 1.4.x
Session Storage memcached latest stable version for session storage with either
memcache or memcached PHP extensions (latest stable version)
Search Apache Solr (Enterprise Edition only)
Messaging RabbitMQ (Enterprise Edition only)
CHAPTER 2: About this Release System Requirements
Magento Community Edition 2.0 User Guide 11
SUPPORTED BROWSERS
BROWSER VERSION OS
Storefront/Admin
Firefox Latest, latest -1*Any
Chrome Latest, latest -1 Any
Safari Latest, latest -1 Mac OS
Microsoft Edge Version 11 or later Windows
Storefront Only
Internet Explorer Version 9 or later Windows
Desktop Storefront
Safari Mobile iPad 2
iPad Mini
iPad with Retina Display OS 7 or later
Mobile Storefront
Safari Mobile iPhone 4 or later IOS 7 or later
Chrome for Mobile Latest, latest -1 Android 4 or later
*The version before the most current.
System Requirements CHAPTER 2: About this Release
12 Magento Community Edition 2.0 User Guide
Installation
To install Magento 2 on your server, see the Installation Guide in our technical documentation.
For an overview of the second part of the installation process, see Web Setup Wizard in the
System Operations section of this guide.
Installation Guide
CHAPTER 2: About this Release Installation
Magento Community Edition 2.0 User Guide 13
Prelaunch Checklist
After you complete the design, development, and testing of your store, check the following
configuration settings to make sure everything is correct before the store “goes live.” For a
comprehensive description of every configuration setting, see the Configuration Reference.
General Settings
Store URLs
Verify that the store URLs for the storefront and Admin are correct for a live production
environment.
Security Certificate
Before launching your store, install a 100% Signed and Trusted Security Certificate for
the domain specified in the Base URL.
Store Email Addresses
Complete all the email addresses that are used to send and receive email notifications,
such as new orders, invoices, shipments, credit memos, product price alerts,
newsletters, and so on. Make sure that each field contains a valid business email
address.
Marketing Settings
Email Templates
Update the default email templates to reflect your brand. Make sure to update the
configuration if you create new templates.
Sales Communications
Make sure that your invoices and packing slips include the correct business information
and reflect your brand.
Google Tools
Magento is integrated with Google API to allow your business to use Google Analytics
and Google AdWords.
Installation CHAPTER 2: About this Release
14 Magento Community Edition 2.0 User Guide
Sales & Marketing Settings
Cart Options
Take a look at the cart configuration settings, to see if there’s anything that you want to
change. This is where you can set the minimum order amount and lifetime of the prices in
the cart.
Checkout Options
Take a look at the checkout options, to see if there’s anything that you want to change.
This is where you can set up terms and conditions, and configure guest checkout.
Taxes
Make sure that taxes are properly configured according to your business tax rules and
local requirements.
Shipping Methods
Enable all carriers and shipping methods to be used by the company.
PayPal
If you plan to offer your customers the convenience of paying with PayPal, open a PayPal
Merchant Account, and set up a payment method. Run some test transactions in
Sandbox Mode before the store goes live.
Payment Methods
Enable the payment methods that you plan to use, and make sure that they are properly
configured. Check the order status settings, accepted currency, allowed countries, and
so on.
System Settings
Cron (Scheduled Tasks)
Cron jobs are used to process email, catalog price rules, newsletters, customer alerts,
Google sitemaps, update currency rates, and so on, Make sure that Cron jobs are set to
run at the appropriate time interval, in minutes.
CHAPTER 2: About this Release Installation
Magento Community Edition 2.0 User Guide 15
Your Login Credentials
Before you go any further, make sure that you have the information that you need to access the
Admin of your store, and your Magento account.
Storefront URL
The address for your storefront is usually the domain that is assigned to your IP
address. Some stores are installed the root, or topmost directory. Others are
installed in a directory below the root. Your store might be located in a subdomain
that is associated with your primary domain. Your store URL might look like one of
the following:
http://mydomain.com
http://www.mydomain.com/mystore
http://www.mydomain.com/mystore
http://xxx.xxx.xxx.xxx
If you don’t yet have a domain, your store URL will include a series of four numbers,
each separated by a period in “dotted quad notation.
Admin URL
The address for your store Admin was set up during the installation. The default
address is the same as your store, but with /admin at the end. Although the
examples in this guide use the default directory, we recommend that run your
Admin from a location that is unique to your store.
http://mydomain.com/admin
http://www.mydomain.com/admin
Magento Account
Your Magento account provides access to information about your products and services,
account settings, billing history, and support resources. to access your account, visit the
Magento site and click the My Account link in the header.
Customer Account
While you’re learning your way around the store, make sure to set up a test customer
account, so you can experience the store and checkout process from the customer’s
perspective.
Installation CHAPTER 2: About this Release
16 Magento Community Edition 2.0 User Guide
For Your Records
As a best practice, keep a record of the details of your installation, your login credentials, and
the email address that is associated with each account. You can print this page, write down
your credentials, and keep it in a safe, convenient place.
Store and Admin
Store URL:
Admin URL:
Admin User Name:
Admin Password:
Admin Email Address:
Magento Account
User Name:
Password:
Email Address:
Test Customer Account
User Name:
Password:
Email Address:
Installation Information
Magento Version:
Encryption Key:
Database Name:
DatabaseUser Name:
Database Password:
CHAPTER 2: About this Release Installation
Magento Community Edition 2.0 User Guide 17
Notes
18 Magento Community Edition 2.0 User Guide
CHAPTER 3:
Your Magento Account
Your Magento account has a separate login from your store, and can be accessed from
either the Magento website or from your store’s Admin. From the dashboard of your
Magento account, you can find information that is related to the products and services
that you have purchased, as well as your contact and billing information.
Your Magento Account
Magento Community Edition 2.0 User Guide 19
Creating a Magento Account
Anyone can open a free Magento account from our website. The email address that is used to
open a Magento account can be associated with only one account, and the screen name that
you enter becomes your identity in the Magento forums.
To create a Magento account:
1. Visit the Magento site at: http://www.magento.com
2. In the upper-right corner, choose My Account. Then under New Customers, tap Register.
Log In to Your Account
3. Under Personal Information, do the following:
a. Enter your First Name,Last Name, and Email Address.
b. Set My Company Primarily to the best description of what your company does. Then, set
My Role to the best description of what you do for the company.
4. Under Login Information, do the following:
a. Enter a Screen Name to identify you in the Magento Community Forums.
Your screen name can be from four to fifteen characters long, can include numbers and the
underscore, but must start with a letter.
b. Enter a Password for your account. Then, enter it again to confirm.
Your password can be from eight to sixteen characters long, and must include at least one
capital letter, one number, and one special character or one lowercase letter.
c. When complete, tap Submit. Your account dashboard appears.
Creating a Magento Account CHAPTER 3: Your Magento Account
20 Magento Community Edition 2.0 User Guide
Create an Account
To log in to your Magento account:
1. Go to the Magento site: http://www.magento.com
2. In the upper-right corner, click My Account.
3. Enter the Email address that is associated with your account. Then, enter your Password.
4. When complete, tap Login.
To receive a new password:
1. If you forget your password, click Forgot Your Password?
2. Enter the Email Address that is associated with your account, and tap Submit.
You will receive an email from Magento with a temporary password that you can use to log
into your account. Then, reset your password from the dashboard of your account.
CHAPTER 3: Your Magento Account Creating a Magento Account
Magento Community Edition 2.0 User Guide 21
To reset your password:
1. Log in to your Magento account.
2. In the panel on the left, choose Account Settings. Then, tap Change Password
3. Enter your Current Password.
If you forgot your password, enter the temporary password that was sent to you.
4. Enter your New Password. Then, enter it again to confirm.
5. When complete, tap Submit.
Change Password
Creating a Magento Account CHAPTER 3: Your Magento Account
22 Magento Community Edition 2.0 User Guide
Sharing Your Account
Your Magento account contains information that can be useful to trusted employees and service
providers who help to manage your site. As the primary account holder, you have authority to
grant limited access to your account to other Magento account holders. When your account is
shared, all sensitive information—such as your billing history or credit card information—
remains protected. It is not shared at any time with other users.
All actions taken by users with shared access to your account are your sole responsibility. Magento
Inc. is not responsible for any actions taken by users to whom you grant shared account access.
Shared Access
To set up a shared account:
1. Before you begin, get the following information from the new user’s Magento account:
lAccount ID
lEmail address
2. Log in to your Magento account.
3. In the panel on the left, under Shared Access, choose Add New User. Then, do the following:
lEnter the Account ID of the new user’s Magento account.
lEnter the Email address that is associated with the new user’s Magento account.
4. In the Shared Information section, do the following:
CHAPTER 3: Your Magento Account Sharing Your Account
Magento Community Edition 2.0 User Guide 23
a. Enter a Sharename to identify your shared account. Because the Sharename becomes an
option in the Switch Accounts list, it should be something that the other person will
recognize as your account.
b. To share your personal contact information, mark the checkbox of each item that you want
to make available to the other person:
lYour Email
lYour Phone
5. In the Grant Account Permissions section, mark the checkbox of each item that you want to
share.
6. When complete, tap Create Shared Access.
You are notified when the new role is saved, and the new user record appears in the Manage
Users & Permissions section of the Shared Access page. Magento also sends an email invitation
with instructions for accessing the shared account to the new user.
Add a New User
Sharing Your Account CHAPTER 3: Your Magento Account
24 Magento Community Edition 2.0 User Guide
To access a shared account:
1. When you receive the invitation to a shared account, log in to your own Magento account.
Your account dashboard has a new Switch Accounts control in the upper-right corner, with
options for “My Account” and the name of the shared account.
2. To gain access to the shared account, set Switch Accounts to the name of the shared account.
The shared account displays a welcome message and contact information. The left panel
includes only the items that you have permission to use.
Switch Accounts
3. When you are ready to return to your own account, set Switch Accounts to “My Account.
CHAPTER 3: Your Magento Account Sharing Your Account
Magento Community Edition 2.0 User Guide 25
Notes
26 Magento Community Edition 2.0 User Guide
CHAPTER 4:
Quick Tour
In this quick tour, we’ll take a look at each page that customers usually visit while
shopping in your store. The path that customers follow that leads to a sale is sometimes
called the “path to purchase.” Then, we’ll take a look at the major landmarks along the
journey, and how Magento Community 2.0 can be used to attract and engage customers,
increase the average order, and to build loyalty and advocacy.
Customer Journey
Magento Community Edition 2.0 User Guide 27
The Path to Purchase
The path customers follow that leads to a sale is sometimes called the path to purchase.” In
this quick tour, we’ll take a look at pages of strategic value that customers usually visit while
shopping in your store. Then, we’ll consider different store features that can be leveraged at
each stage of the customer journey.
Home Page
Your home page is like the front window display of your
store. As the primary landing page, its design entices
visitors to come inside for a closer look.
Catalog Page
This page shows products from your catalog in either a
list or grid format. The selection can be based on a
category chosen from the main menu, a choice made in
the layered navigation on the left, or the results of a
search. Any item can be examined in more detail, or
placed directly into the shopping cart.
Search Results
Did you know that people who use search are nearly
twice as likely to make a purchase as those who rely on
navigation alone? You might consider these shoppers to
be “pre-qualified.”
The Path to Purchase CHAPTER 4: Quick Tour
28 Magento Community Edition 2.0 User Guide
Product Page
The product page provides detailed information about a
specific item in your catalog. Shoppers can read reviews,
add the product to their wish lists, compare it to other
products, share the link with friends, and most
importantly, place the item into their shopping carts.
Shopping Cart
The shopping cart lists each item by price and quantity
selected, and calculates the subtotal. Shoppers can
apply discount coupons, and generate an estimate of
shipping and tax charges.
CHAPTER 4: Quick Tour The Path to Purchase
Magento Community Edition 2.0 User Guide 29
Home Page
Did you know that most people spend only a few seconds on a page before they decide to stay
or go somewhere else? That’s not long to make an impression! Studies show that people also
love photographs, especially of other people. Whatever design you choose, everything on your
home page should move visitors along toward the next step in the sales process. The idea is to
guide their attention in a cohesive flow from one point of interest to the next.
Callouts
lMain Menu
lSearch
lYour Account
lFeature a Brand
lOffer a Promotion
lOffer a Discount
lHear from an Expert
lAppeal to a Lifestyle
lShop by Fabric
lPopular Products
lFooter Links Block
lFooter Content
lSubscribe!
The Path to Purchase CHAPTER 4: Quick Tour
30 Magento Community Edition 2.0 User Guide
Home Page
CHAPTER 4: Quick Tour The Path to Purchase
Magento Community Edition 2.0 User Guide 31
Catalog Page
Catalog page listings typically have small product images and brief descriptions, and can be
formatted as a list or as a grid. You can add banners, videos, and keyword-rich descriptions,
and also create special designs for a promotion or season. You might create a special category
to feature a lifestyle or brand that is a curated collection of products from different categories.
The initial product description usually gives shoppers just enough information to merit a closer
look. People who know what they want can add the product to their carts and go. Customers
who shop while logged in to their accounts enjoy a personalized shopping experience.
Callouts
lMini Shopping Cart
lBreadcrumb Trail
lChange the List Style
lSort the List
lFilter the List
lGo to Next Page
lRead a Review
lShow More per Page
The Path to Purchase CHAPTER 4: Quick Tour
32 Magento Community Edition 2.0 User Guide
Catalog Page
CHAPTER 4: Quick Tour The Path to Purchase
Magento Community Edition 2.0 User Guide 33
Search Results
Did you know that people who use search are nearly twice as likely to make a purchase as those
who rely on navigation alone? You might consider these shoppers to be “pre-qualified.
Your store has a Search box in the upper-right corner, and a link to Advanced Search in the
footer. All of the search terms that shoppers submit are saved, so you can see exactly what
they’re looking for. You can offer suggestions, and enter synonyms and common misspellings.
Then, display a specific page when a search term is entered.
Callouts
lSearch Criteria
lSort By
lSearch Results
lShow per Page
lNext Page
lAdvanced Search
The Path to Purchase CHAPTER 4: Quick Tour
34 Magento Community Edition 2.0 User Guide
Search Results Page
CHAPTER 4: Quick Tour The Path to Purchase
Magento Community Edition 2.0 User Guide 35
Product Page
The product page has a lot going on! The first thing that catches your eye on the product page
is the main image with a high-resolution zoom and thumbnail gallery. In addition to the price
and availability, there’s a tabbed section with more information and a list of related products.
Callouts
lMini Shopping Cart
lA little help
lProduct Rating
lStock Availability
lChoose the Options
lZoom
lBuy it Now!
lEmail a Friend
lAdd to Your Wish List
lCompare Products
lThumbnail
lProduct Details
lAdd All to Cart
lRelated Products
The Path to Purchase CHAPTER 4: Quick Tour
36 Magento Community Edition 2.0 User Guide
Product Page
CHAPTER 4: Quick Tour The Path to Purchase
Magento Community Edition 2.0 User Guide 37
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
lOne Item in Cart
lChange the Quantity
lEstimate Shipping & Tax
lGo to Checkout
lEdit Line Item
lUpdate the Cart
lCheckout with Multiple Addresses
lUse a Coupon
lCross-sells
lSpecial Price
The Path to Purchase CHAPTER 4: Quick Tour
38 Magento Community Edition 2.0 User Guide
Shopping Cart Page
CHAPTER 4: Quick Tour The Path to Purchase
Magento Community Edition 2.0 User Guide 39
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.
Customer Journey CHAPTER 4: Quick Tour
40 Magento Community Edition 2.0 User Guide
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 andfamily.
CHAPTER 4: Quick Tour Customer Journey
Magento Community Edition 2.0 User Guide 41
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.
Customer Journey CHAPTER 4: Quick Tour
42 Magento Community Edition 2.0 User Guide
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, orparts 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.
CHAPTER 4: Quick Tour Customer Journey
Magento Community Edition 2.0 User Guide 43
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.
Customer Journey CHAPTER 4: Quick Tour
44 Magento Community Edition 2.0 User Guide
Moment of Purchase
Now that you’ve given your customer an engaging shopping experience, make it easy for them
to complete t<