Magento Community Edition 2.0 User Guide

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Magento Community Edition 2.0 User Guide
Contents
Getting Started
- Introduction
- Basic Configuration
Products
Marketing
Content
- Content Elements
- Design & Theme
Customers
Sales
Reports
Operations
- Stores
- System
Appendices
Index

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

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

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

CHAPTER 8: Websites, Stores & Views 101

Configuration Scope 102

Single Store Mode 104

CHAPTER 9: Industry Compliance 105

PCI Compliance Guidelines 106

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

Catalog Page Stock Messages 238

Product Alerts 240

Product Alert Run Settings 242

Custom Options 243

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

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://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.

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 andfamily.

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, 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.

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 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.

CHAPTER 4: Quick Tour Customer Journey

Magento Community Edition 2.0 User Guide 45

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 read-

only 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.

Customer Journey CHAPTER 4: Quick Tour

46 Magento Community Edition 2.0 User Guide

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.

CHAPTER 4: Quick Tour Customer Journey

Magento Community Edition 2.0 User Guide 47

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 cost-

efficient 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.

Customer Journey CHAPTER 4: Quick Tour

48 Magento Community Edition 2.0 User Guide

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.

CHAPTER 4: Quick Tour Customer Journey

Magento Community Edition 2.0 User Guide 49

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 third-

party 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.

Customer Journey CHAPTER 4: Quick Tour

50 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 51

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

Storefront Branding

Uploading Your Logo

Uploading a Favicon

Welcome Message

Store Demo Notice

Websites, Stores & Views

Configuration Scope

Single Store Mode

Industry Compliance

PCI Compliance

Cookie Law Compliance

Cookie Restriction Mode

Cookie Reference

52 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 case-

sensitive user name and password. For additional security, the Admin login can be

configured to require a CAPTCHA. To learn more, see: Configuring Admin Security.

lAdmin Sign In

lYour Admin Account

lAdmin Sidebar

lAdmin Workspace

Magento Community Edition 2.0 User Guide 53

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.

2. Enter your Admin User Name and Password.

3. Tap Login.

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54 Magento Community Edition 2.0 User Guide

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.

3. 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.

CHAPTER 5: Store Admin Admin Sign In

Magento Community Edition 2.0 User Guide 55

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.

2. Make any changes necessary changes to your account information. If you change your login

credentials, make sure to write them down.

3. When complete, tap Save Account.

Account Information

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56 Magento Community Edition 2.0 User Guide

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.

CHAPTER 5: Store Admin Admin Sidebar

Magento Community Edition 2.0 User Guide 57

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.

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58 Magento Community Edition 2.0 User Guide

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.

CHAPTER 5: Store Admin Admin Sidebar

Magento Community Edition 2.0 User Guide 59

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

CONTROL DESCRIPTION

Search 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

Workspace Controls

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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

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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.

2. 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.

2. In the Dashboard section do the following:

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

b. Set Current Month Starts to the Day.

Dashboard

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62 Magento Community Edition 2.0 User Guide

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.

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

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

lFor 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.

2. Tap to expand the Startup Page section.

3. 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.

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Magento Community Edition 2.0 User Guide 63

REPORT DESCRIPTION

Sales 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.

Dashboard Reports

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64 Magento Community Edition 2.0 User Guide

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

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Magento Community Edition 2.0 User Guide 65

To manage incoming messages:

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

lTap Read Details for more information.

lTap 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:

lFor more information, tap Read Details.

lTo keep the message, tap Mark As Read.

lTo delete the message from your inbox, tap Remove.

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66 Magento Community Edition 2.0 User Guide

To apply an action to multiple messages:

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

2. In your message inbox, do one of the following:

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

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

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

lMark as Read

lRemove

4. Tap Submit to complete the process.

Mark as Read

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To configure notifications:

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

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

3. Expand the Notifications section, and do the following:

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

b. 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.

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68 Magento Community Edition 2.0 User Guide

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

what you want to find.

2. 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.

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

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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.

2. 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.

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

Next and Previous

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70 Magento Community Edition 2.0 User Guide

To filter the list:

1. Tap Filters.

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

3. Tap ApplyFilters.

Filter Controls

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Magento Community Edition 2.0 User Guide 71

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:

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

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

2. Make sure to scroll down to see all available columns.

To move a column:

1. Tap the header of the column, and hold.

2. Drag the column to the new position, and release.

To move a row:

1. Tap the row and hold.

2. Drag the row to the new position, and release.

To save a grid view:

1. Tap the View control. Then, tap Save Current View.

2. 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:

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

lTo change the name of a view, tap the Edit icon. Then, update the name.

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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:

lSelect All / Unselect All

lSelect Visible / Unselect Visible

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Magento Community Edition 2.0 User Guide 73

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

include.

3. 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.

No 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.

2. 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

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

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

2. When complete, tap Submit.

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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.

Mass Actions

STATE DESCRIPTION

Any Lists all records, regardless of checkbox status.

Yes Lists only records with the checkbox selected.

No Lists only records without the checkbox selected.

Checkbox States

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Notes

76 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 77

Store Information

The Store Information section provides the basic information that appears on sales documents

and in other communications.

Store Information

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78 Magento Community Edition 2.0 User Guide

To enter your store information:

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

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

3. Expand the Store Information section, and do the following:

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

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

c. 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

d. Select the Country where your business is located.

e. Select the Region/State with the country.

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

Line 2.

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

VATNumber button.

4. When complete, tap Save Config.

CHAPTER 6: Store Details Store Information

Magento Community Edition 2.0 User Guide 79

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.

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

3. Expand the Locale Options section.

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

a. Set Locale to the store language.

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

locale.

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

your area.

d. 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.)

5. When complete, tap Save Config.

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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.

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

3. Expand the State Options section, and do the following:

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

b. 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.

No In countries where the state field is not required, omits the State field.

4. When complete, tap Save Config.

CHAPTER 6: Store Details State Options

Magento Community Edition 2.0 User Guide 81

Country Options

The Country Options identify the country where your business is located, and the countries

from which you accept payment.

Country Options

Country Options CHAPTER 6: Store Details

82 Magento Community Edition 2.0 User Guide

To set the country options for your store:

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

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

3. Expand the Country Options section, and do the following:

a. Choose the Default Country where your business is located.

b. 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.

c. 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.

d. In the European Union Countries list, select each country in the EU where you conduct

business. By default, all EU countries are selected.

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

4. When complete, tap Save Config.

CHAPTER 6: Store Details Country Options

Magento Community Edition 2.0 User Guide 83

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:

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

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

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

4. When complete, tap Save Config.

Merchant Location CHAPTER 6: Store Details

84 Magento Community Edition 2.0 User Guide

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.

CHAPTER 6: Store Details Currency

Magento Community Edition 2.0 User Guide 85

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.

lGeneral Contact

lSales Representative

lCustomer 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.

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

3. Expand the General Contact section, and do the following:

General Contact

a. 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.

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

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

Store Email Addresses CHAPTER 6: Store Details

86 Magento Community Edition 2.0 User Guide

5. 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:

lOrder and Order Comments

lInvoice and Invoice Comments

lShipment and Shipment Comments

lCredit Memo and Credit Memo Comments

2. 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.

CHAPTER 6: Store Details Store Email Addresses

Magento Community Edition 2.0 User Guide 87

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.

After the form is submitted, a thank you message appears. The contact-us-info block

contains the form, and can be easily customized.

88 Magento Community Edition 2.0 User Guide

To configure Contact Us:

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

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

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

4. Expand the Email Options section. Then, do the following:

Email Options

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

form are sent.

b. Set Email Sender to the store identity that appears as the sender of the message from the

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

form.

5. When compete, tap Save Config.

To customize the Contact Us form:

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

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

CHAPTER 6: Store Details Contact Us

Magento Community Edition 2.0 User Guide 89

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

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

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

4. When complete, tap Save Block.

90 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 91

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.

Uploading Your Logo CHAPTER 7: Storefront Branding

92 Magento Community Edition 2.0 User Guide

To upload your logo:

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

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

3. 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.

4. Expand the Header section. Then, do the following:

Header

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

b. Enter the Logo Image Width and Logo Image Height.

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

over the image.

5. When complete, tap Save Config .

CHAPTER 7: Storefront Branding Uploading Your Logo

Magento Community Edition 2.0 User Guide 93

FILE FORMAT DESCRIPTION

PNG (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.

Image File Formats

Uploading Your Logo CHAPTER 7: Storefront Branding

94 Magento Community Edition 2.0 User Guide

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 widely-

supported 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.

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

the file to your computer.

CHAPTER 7: Storefront Branding Adding a Favicon

Magento Community Edition 2.0 User Guide 95

Step 2: Upload the Favicon to Your Store

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

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

3. Expand the HTML Head section. Then, do the following:

HTML Head

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

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

4. When complete, tap Save Config.

Step 3: Refresh the Cache

1. When prompted to refresh the cache, click the Cache Management link in the message at the

top of the workspace.

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

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

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

Adding a Favicon CHAPTER 7: Storefront Branding

96 Magento Community Edition 2.0 User Guide

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.

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

3. Expand the HTMLHead section.

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

HTMLHead

5. When complete, tap Save Config.

CHAPTER 7: Storefront Branding Store Demo Notice

Magento Community Edition 2.0 User Guide 97

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.

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

3. 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.

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

Header

5. When complete, tap Save Config.

6. 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.

Changing the Welcome Message CHAPTER 7: Storefront Branding

98 Magento Community Edition 2.0 User Guide

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.

The &Copy; character code is used to insert the copyright symbol, as shown in the following

examples:

Long Format Example

Short Format Example

To change the copyright notice:

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

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

3. 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.

5. When complete, tap Save Config.

CHAPTER 7: Storefront Branding Copyright Notice

Magento Community Edition 2.0 User Guide 99

Notes

100 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.

Magento Community Edition 2.0 User Guide 101

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.

Configuration Scope CHAPTER 8: Websites, Stores & Views

102 Magento Community Edition 2.0 User Guide

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.

2. 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.

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

value for the view.

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

3. When complete, tap Save Config.

Setting the Locale for a View

Scope Settings

SCOPE DESCRIPTION

Store 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.

CHAPTER 8: Websites, Stores & Views Configuration Scope

Magento Community Edition 2.0 User Guide 103

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.

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

3. Set Enable Single Store Mode to “Yes.”

4. Tap Save Config.

5. 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

b. Mark the Page Cache checkbox.

c. With Actions set to “Refresh,” tap Submit.

Single Store Mode CHAPTER 8: Websites, Stores & Views

104 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.

lLegal Requirements

lIndustry Guidelines

lBest 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.

Magento Community Edition 2.0 User Guide 105

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:

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.

PCI Requirements

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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106 Magento Community Edition 2.0 User Guide

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.

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

3. In the panel on the left, choose Content.

4. 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.”

5. When complete, tap Save Page.

CHAPTER 9: Industry Compliance Privacy Policy

Magento Community Edition 2.0 User Guide 107

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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108 Magento Community Edition 2.0 User Guide

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

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.

2. In the panel on the left, under General, choose Web. Expand the Default Cookie Settings

section, and do the following:

CHAPTER 9: Industry Compliance Cookie Law Compliance

Magento Community Edition 2.0 User Guide 109

Default Cookie Settings

a. Enter the Cookie Lifetime in seconds.

b. 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.

c. 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)

d. To prevent scripting languages such as JavaScript from gaining access to cookies, make

sure that Use HTTPOnly is set to “Yes.”

e. Set Cookie Restriction Mode to “Yes.”

3. When complete, tap Save Config.

4. 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

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

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

3. 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.

4. When complete, tap Save Page.

Cookie Law Compliance CHAPTER 9: Industry Compliance

110 Magento Community Edition 2.0 User Guide

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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Magento Community Edition 2.0 User Guide 111

COOKIE NAME COOKIE DESCRIPTION

STORE 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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112 Magento Community Edition 2.0 User Guide

PRODUCTS

Products Menu

Creating Products

Basic Settings

Advanced Settings

Categories

Product Attributes

Contents

Products Menu

Inventory Workspace

Product Scope

Creating Products

Catalog URLs

Product Workspace

Default Field Values

Product Types

Simple Product

Configurable Product

Adding Configurations

Grouped Product

Virtual Product

Bundle Product

Downloadable Product

Download Options

Basic Settings

Product Details

Images and Videos

Media Gallery

Product Videos

Placeholders

Watermarks

Swatches

Creating a Swatch

Search Engine Optimization

Websites

Advanced Settings

Pricing

Group Price

Special Price

Tier Price

Minimum Advertised Price

MAPLogic

MAPConfiguration

Inventory

Stock Options

Product Stock Options

Stock Message Scenarios

Product Alerts

Product Alert Run Settings

Custom Options

Related Products

Up-sells

Cross-sells

Design

Autosettings

Product Reviews

Ratings

Categories

Creating Categories

Modifying Categories

Root Categories

Hidden Categories

General Information

Display Settings

Custom Design

Category Products

Product Attributes

Adding an Attribute

Attribute Input Types

Date & Time Options

114 Magento Community Edition 2.0 User Guide

CHAPTER 10:

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

Magento Community Edition 2.0 User Guide 115

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.

116 Magento Community Edition 2.0 User Guide

CHAPTER 10: Products Menu

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

CONTROL DESCRIPTION

Store View Sets the scope of the product to a specific view.

Add Product 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

Search Initiates a catalog search based on the current filters.

Reset Filter Restores all filters to a blank state.

Workspace Controls

CHAPTER 10: Products Menu Catalog Workspace

Magento Community Edition 2.0 User Guide 117

CONTROL DESCRIPTION

Actions 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 Applies the current action to selected product records.

Edit Opens the product in edit mode. You can accomplish the same thing

by clicking anywhere on the row.

Workspace Controls (cont.)

COLUMN DESCRIPTION

Selection State 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.

No Lists only records without the checkbox marked.

ID A unique, sequential number that is assigned when a new product is

saved for the first time.

Thumbnail Displays a thumbnail of the main product image.

Name The product name.

Type The product type. Options:

Columns

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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

Catalog, Search

Status Indicates the current status of the product. Options:

Enabled

Disabled

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

Columns (cont.)

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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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3. When complete, tap Save.

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

5. 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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CHAPTER 11:

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 product1refers 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 search-

engine 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-tee-

409/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 well-

designed, “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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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.

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

3. Expand the Search Engine Optimizations section, and do the following:

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

applied automatically.

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

is applied automatically.

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c. Set Use Categories Path for Product URLs to your preference.

http://mystore.com/furniture/living-room/microfiber-sofa-sleeper

URL with Category Path

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

URL without Category Path

Search Engine Optimization

4. When complete, tap Save Config.

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

invalid cache.

Refresh Cache

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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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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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To edit the placeholder value:

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

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

3. Expand the Product Fields Auto-Generation section. Then, make any changes needed to the

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.

4. When complete, tap Save Config.

PLACEHOLDER

Common Placeholders

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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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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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Step 1: Choose the Product Type

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

2. 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:

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

lIn 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.

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

c. Enter the product Price.

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

position.

3. 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:

lNone

lTaxable Goods

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

lDrag an image from your desktop, and drop it on the camera tile in the Images and

Videos box.

lIn the Images box, tap the camera tile, and navigate to the image file on your computer.

Then, select the image, and tap Open.

Aplaceholder appears until a product image is uploaded.

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

4. Enter the product Weight.

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

lStart typing to find a match. Then, choose the Category.

lTap Show List to see the category tree. Then, drill down and tap each category that you

want to assign to the product.

lTap 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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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.

2. 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

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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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.

2. In the upper-right corner on the Add Product menu, choose Configurable Product.

Add Configurable Product

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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:

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

lIn 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.

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

3. Enter the product Price.

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

5. 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.”

lDrag an image from your desktop, and drop it on the camera tile in the Images and

Videos box.

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

select the image, and tap Open.

Aplaceholder 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.

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

lStart typing to find a match. Then, choose the Category.

lTap 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.

lTap New Category. Enter the Category Name and choose the Parent Category to determine

its position in the menu structure. Then, tap Create Category.

4. 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: 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.

2. 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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Step 1: Select Attributes

1. At the bottom of Product Details, expand the Configurations section. Then, tap

CreateConfigurations.

Configurations

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

3. 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.

4. In the upper-right corner, tap Next.

Select Attributes

Step 2: Enter Attribute Values

1. Mark the checkbox of each variation of the product.

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

tap the Enter arrow.

3. Repeat these steps for each attribute that is included as a configuration.

You can rearrange the list of attributes by dragging the box in the upper-left corner to a new

position.

4. 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.

2. 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. Select Apply unique images by attribute to each SKU.

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

3. 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.

2. 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.

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

3. 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.

2. 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.

2. 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.

2. 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.

2. 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.

4. 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.

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

2. In the panel on the left under Sales, choose Checkout. Then, expand the Shopping Cart

section.

3. Set Configurable Product Image to “Product Thumbnail Itself.”

4. When complete, tap SaveConfig.

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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

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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Step 1: Choose the Product Type

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

2. 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:

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

lIn 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.

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

2. 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:

lDrag an image from your desktop, and drop it on the camera tile in the Images and

Videos box.

lIn 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.

Aplaceholder 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.

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

lStart typing to find a match. Then, choose the Category.

lTap 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.

lTap New Category. Enter the Category Name and choose the Parent Category to determine

its position in the menu structure. Then, tap Create Category.

Add Categories

4. 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: Add the Grouped Products

1. At the bottom of the page, expand the Grouped Products section. Then, tap

AddProductstoGroup.

2. 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.

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

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

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

lTo remove any product from the list, tap the Delete icon.

Products Added

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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.

2. 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.

2. In the panel on the left under Sales, choose Checkout. Then, expand the Shopping Cart

section.

3. Set Grouped Product Image to “Product Thumbnail Itself.”

4. Tap Save Config.

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 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:

lGrouped Product

lBundle 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

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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Step 1: Choose the Product Type

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

2. 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:

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

lIn 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.

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

c. Enter the product Price.

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

position.

3. 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:

lNone

lTaxable 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:

lDrag an image from your desktop, and drop it on the camera tile in the Images and

Video box.

lIn 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.

Aplaceholder appears until a product image is uploaded.

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

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

lStart typing to find a match. Then, choose the Category.

lTap 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.

lTap 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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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.

2. 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:

lSimple Product

lVirtual Product

Bundle Product

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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.

2. 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:

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

lIn 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.

b. 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:

lDynamic

lFixed

c. To set the product Price, do the following:

lIf you want the price to change according to the options selected, leave Price blank, and

choose “Dynamic.”

lTo 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.

3. 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:

lNone

lTaxable Goods

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

lDrag an image from your desktop, and drop it on the camera tile in the Images and

Videos box.

lIn 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.

Aplaceholder 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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4. To choose how Weight is determined for shipping, do one of the following:

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

lFor 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:

lStart typing to find a match. Then, choose the Category.

lTap 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.

lTap 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. 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 Details

Step 5: Add the Bundle Items

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

lSeparately

lTogether

2. Tap Create New Option, Then, do the following:

a. Enter an Option Title to be used field label.

b. Set Input Type to one of the following:

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lDrop-down

lRadio buttons

lCheckbox

lMultiple Select

c. 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.

e. Tap Add Selected Products.

Add Selected Products

f. Choose one item to be the Default selection.

g. 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.

h. 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.

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

4. To remove any item from the bundle, tap the Delete icon.

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

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6. 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

“On” position.

2. 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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CONTROL DESCRIPTION

Drop-down 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.

Input Controls

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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.

Field Descriptions

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

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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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.

2. 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:

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

lIn 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.

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

c. Enter the product Price.

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

position.

3. Tap Save and continue with the next step.

With the required fields complete, the product can be saved as needed.

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Step 4: Complete the Remaining Product Details

1. Set Tax Class to one of the following:

lNone

lTaxable 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:

lDrag an image from your desktop, and drop it on the camera tile in the Images and

Videos box.

lIn 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.

Aplaceholder appears until a product image is uploaded.

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

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

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

lStart typing to find a match. Then, choose the Category.

lTap 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.

lTap New Category. Enter the Category Name and choose the Parent Category to determine

its position in the menu structure. Then, tap Create Category.

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.

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

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lTo offer multiple download links, such as to sell individual songs on an album, choose

“Yes.”

lTo 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.

b. 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.

c. 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.

d. Do one of the following:

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

lTo 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.

2. 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.

b. 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.

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

d. 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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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.

2. 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.

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

3. Expand the Downloadable Product Options section, and do the following:

a. 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:

lPending

lInvoiced

b. 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.

c. Set Shareable to one of the following:

Yes Allows customers to email the download link to others.

No Prevents customers from sharing the download link with others by

requiring customers to log in to their accounts to access download links.

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

links.

f. 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.

g. To determine how downloadable content is delivered, set Use Content Disposition to one

of the following:

Attachment Delivers the download link by email as an attachment.

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

h. 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.”

4. 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

Magento Community Edition 2.0 User Guide 185

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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FIELD SCOPE DESCRIPTION

Name Store View (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.

Categories Global Indicates the categories that are assigned to the

product.

New Category Assigns an additional

category to the product.

Description Store View The main product description that appears on the

product page. The product description is initially

entered as plain text. The WYSIWYG Editor can be

used to format the text with HTML tags, if permitted

by the description attribute properties .

Field Descriptions (Default Template)

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FIELD SCOPE DESCRIPTION

Do not paste text directly from a word processor,

because it might include print control codes that do not

render correctly online. If using a word processor to

compose the text, first save the description as a .txt

file to strip out any control codes before copying and

pasting it into the product description field.

WYSIWYG Editor Launches the Editor in a pop-

up window.

Field Descriptions (Default Template) (cont.)

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Images and Video

Using high-quality images of consistent proportion gives your catalog a professional look with

commercial appeal. If you have a large catalog with several images per product, you can easily

have hundreds, if not thousands of product images to manage. Before you get started, establish

a naming convention for your image files, and organize them so you can find the originals if

you ever need them.

Product Images

A single product image is rendered in different sizes throughout the catalog. The size of the

image container on the page is defined in the style sheet, but how the image is used is

determined by the role that is assigned to the image. The main product image, or “base” image,

must be large enough to produce the magnification that is needed for zoom. In addition to the

main image, a smaller version of the same image might appear in product listings, or as a

thumbnail in the shopping cart. You can upload an image in the largest size that is needed,

and let Magento render the sizes needed for each use. The same image can be used for all roles,

or a different image can be assigned to each role. By default, the first image that is uploaded is

assigned to all three roles.

From the Product Detail section, you can perform basic image management tasks such as

upload multiple images, link to video, rearrange their order, and determine how each is used.

For additional control, open the image in “detail view.” If you have a large quantity of images

to manage, it can be more efficient to import them as a batch, rather than upload individual

images. To learn more, see: Importing Product Images.

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Image Detail

To manage images:

1. Open the product in edit mode. Then, do any of the following:

Upload an Image

lDrag an image from your desktop, and drop it on the camera tile in the Images and

Videos box.

lIn the Images and Video box, tap the camera tile, and browse to the image file on your

computer. Then, select the image, and tap Open.

Drag and Drop Image

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Assign the Base Image

An orange banner appears in the lower-right corner of the current base image. To assign a

different image as the base, move the mouse over the image that you want to use, and tap the

tag icon in the lower-right corner.

Make Base

Rearrange Images

To change the order of images in the gallery, tap the Sort icon at the bottom of the image.

Then, drag the image to a different position in the Images box.

Change Order

Delete an Image

To remove an image, tap the Delete icon in the lower-left corner of the image.

Remove Image

2. Tap Save

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To view image detail:

1. To open an image in detail view:

lTap the Image Management link below the image tiles.

lIn the panel on the left under Basic Settings, tap Image Management.

Then, do any of the following:

Enter Alt Text

Image Alt text is referenced by screen readers to improve web accessibility, and by search

engines when indexing the site. Some browsers display the Alt text on mouseover. Alt text can

be several words long, and include carefully selected key words.

In the Alt Text box, enter a brief description of the image.

Assign Roles

By default, all three roles are assigned to the first image that is uploaded to the product. To

reassign a role to another image, do the following:

1. Tap an image tile to open the image in detail view.

2. In the Role box, choose the role that you want to assign to the image.

The assigned role appears with a checkmark in selected mode, and the previous image is no

longer assigned to the role.

Hide Images

To exclude an image from the thumbnail gallery, mark the Hide from Product Page checkbox.

Then, tap Save.

Hidden Image

2. To exit Detail View, click the Close box in the upper-right corner.

3. When complete, tap Save

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IMAGE ROLE DESCRIPTION

Swatch Images A swatch image can be illustrate a color, texture, finish, or pattern.

Swatch images that are specific to the product can be uploaded to

the image gallery.

Base Image The base image is the main image on the product detail page. Image

zoom is activated if you upload an image that is larger image than the

image container. Example sizes:

470 x 470 pixels (without Zoom)

1100 x 1100 pixels (with Zoom)

Small Image The small image is used for the product images in listings on

category and search results pages, and to display the product images

needed for sections such as for Up-sells, Cross-sells, and the New

Products List. Example size:

470 x 470 pixels

Thumbnail Thumbnail images appear in the thumbnail gallery, shopping cart, and

in some blocks such as Related Items. Example size:

50 x 50 pixels

Image Roles

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Media Gallery

The media gallery on the product page displays multiple images, video, or swatches related to

the product. Each thumbnail can show a different view or variation of the product. Click a

thumbnail to browse through the gallery, Although the position of the gallery varies by theme,

the default position is just below the main image on the product page.

Media Gallery

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Image Zoom

Customers can view a magnified portion of the image on mouseover, if the image is large

enough to create the zoom effect. When zoom is activated, you can click the main image and

move the cursor around to magnify different parts of the image. The magnified selection

appears to the right of the image.

Image Zoom

Light Boxes and Sliders

There are many third-party light boxes and sliders that you can use to enhance the

presentation of your product images. Look for extensions in Magento Marketplace.

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Adding Product Video

To add product video, you must first obtain an API Key from your Google account, and enter it

in the configuration of your store. Then, you can link to the video from the product.

Step 1: Get Your YouTube APIKey

1. Log in to your Google account, and visit the Google Developers Console. Then, do the

following:

a. Under Use Google APIs, click Enable and manage APIs.

b. In the panel on the left choose Credentials. Expand the Add Credentials menu, and

choose APIkey.

c. When prompted to create a new key, choose Server key. Enter a name for the key, and tap

Create.

2. Wait a few moments while the key is generated. Then, copy the key to the clipboard.

In the next step, you will paste the key into your store’s configuration.

Step 2: Configure Magento

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

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

3. Expand the Product Video section. Then, paste your YouTube APIkey.

Product Video

4. When complete, click Save Config.

5. When prompted, refresh the cache.

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Step 3: Link to the Video

1. Open a product in edit mode. Then in the Images and Video section, tap Add Video.

If you haven’t yet entered your YouTube APIkey, tap OKto continue. You won’t be able to link

to a YouTube video, but you can go through the process.

Add Video

2. Enter the URLof the YouTube or Vimeo video.

3. Enter the Title and Description of the video.

4. To upload a Preview Image, browse to the image and select the file.

5. If you prefer to use the video meta data, tap Get Video Information.

6. To determine how the video is used in the store, mark the checkbox of each Role that applies:

lBase Image

lSmall Image

lSwatch Image

lThumbnail

lHide from Product Page

7. When complete, tap Save.

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New Video

FIELD DESCRIPTION

URL The URLof the associated video.

Title The video title.

Description The video description.

Preview Image An uploaded image that is used as a preview of the video in your

store.

Get Video Information Retrieves the video meta data that is stored on the host server. You

can use the original data, or update it as needed.

Role Determines how the preview image is used in your store. Options:

Base Image

Small Image

Thumbnail

Swatch Image

Hide from Product Page

Field Descriptions

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Placeholders

Magento uses temporary images as placeholders until the permanent product images become

available. A different placeholder can be uploaded for each role. The initial placeholder image is

the Magento logo, which you can replace with an image of your choice.

Image Placeholder

To upload placeholder images:

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

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

3. Expand the Product Image Placeholders section.

4. For each image role, tap Choose File. Find the image on your computer and upload the file.

You can use the same image for all three roles, or upload a different placeholder image for each

role.

Product Image Placeholders

5. When complete, tap Save.

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Watermarks

If you go to the expense of creating your own original product images, there is not much you

can do to prevent unscrupulous competitors from stealing them with the click of a mouse.

However, you can make them a less attractive target by placing a watermark on each image to

identify them as your property. A watermark file can be either a .jpg (jpeg), .gif, or .png image.

Both ,gif and .png formats support transparent layers, which can be used to give the

watermark a transparent background.

The watermark used for the “small” image in the following example is a black logo with a

transparent background, and saved as a .png file with the following settings:

Size: 50x50

Opacity: 5

Position: Tile

Tiled Watermark

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To add watermarks to product images:

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

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

3. Expand the Product Image Watermarks section. Then, complete the following steps for the

Base, Small, and Thumbnail images:

a. Enter the Watermark Default Size, in pixels. For example: 200 x 200

b. Enter the Watermark Opacity, Percent, as a percentage. For example: 40

c. Tap Choose File, and choose the image file to upload.

d. Set Watermark Position to your preference.

Product Image Watermarks

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4. When complete, tap Save Config.

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

Then, refresh the invalid cache.

Refresh Cache

To delete a watermark:

1. Do one of the following:

lUnder the watermark thumbnail, tap Delete Image.

lMark the checkbox to the right of the watermark thumbnail.

Delete Watermark

2. Tap Save Config. Then, do the following:

a. When prompted to refresh the cache, tap the Cache Management link in the system

message. Then, refresh the invalid cache.

b. If the watermark image persists in the storefront, return to Cache Management and tap

FlushMagentoCache.

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Swatches

Customers have high expectations when it comes to color, and it is crucial that product

descriptions accurately represent each available color, pattern, or texture. For example, the

capris in the illustration below are not simply available in red, green, and blue. Rather, they are

available only in very specific shades of red, green, and blue, which are probably unique to this

product.

For configurable products, color can be indicated by a visual swatch, text swatch, or a drop-

down input control. Swatches can be used on the product page, in product listings, and in

layered navigation. On the product page, swatches are synchronized to display the

corresponding product image when the swatch is chosen. When chosen, the corresponding

value appears in the input field, and the swatch is outlined as the current selection.

Swatches on Product Page

Text-Based Swatches

If an image isn’t available for a swatch, the attribute value appears as text. A text-based swatch

is like a button with a text label, and behaves in the same way as a swatch with an image.

When text-based swatches are used to show the available sizes, any size that is not available is

crossed out.

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Text-Based Swatches for Size

Swatches in Layered Navigation

Swatches can also be used in layered navigation, provided that the Use in Layered Navigation

property of the color attribute is set to “Yes.” The following example shows both text-based

and color image swatches in layered navigation.

Swatches in Layered Navigation

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Creating Swatches

Swatches can be defined as a component of the color attribute, or set up locally for a specific

product as uploaded product images.

In the following examples, the Sylvia Capris are available in specific values of red, green, and

blue. Because the swatches were taken from the product image, each is a true representation of

the color. The color attribute is used to manage the information for all product colors and

swatches.

Step 1: Create the Swatches

Use either of the following methods to create swatches for your products:

Method 1: Add a Color Swatch

1. To capture the true color of a product, open the image in a photo editor and use the eye

dropper tool to identify the exact color. Then, take note of the equivalent hexadecimal value.

Hexadecimal Color Values

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

3. In the grid, open the color attribute in edit mode.

4. Verify that Catalog Input Type for Store Owner is set to “Visual Swatch.”

5. Under Manage Swatch (values of your attribute.) tap Add Swatch to add a new definition to

the bottom of the list. Then, do the following:

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Manage Swatch Values

a. On the swatch menu, select Choose a color.

Choose a Color

b. In the color picker, place your cursor in the #field, and press the Backspace key to delete

the current value. Then, enter the six numbers that represent the hexadecimal value of the

new color..

c. To save the swatch, tap the Color Wheel button in the lower-right corner of the color

picker.

d. Enter the labels for the Admin and Storefront. In this example, we include the SKU in the

admin label for reference because these colors are used only for a specific product. You can

include a space or underscore in the label, but not a hyphen.

e. Under Is Default, select the swatch that you want to use as the default option.

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f. To change the order, simply drag the swatch into position.

Swatch Labels

6. When complete, tap Save Attribute. Then when prompted, refresh the cache.

7. The last step is to open each product in Edit mode, and update the Color attribute with the

correct swatch. To update multiple products at the same time, follow the steps below.

Method 2:Upload a Swatch Image

1. To capture an image for a swatch, open the product image in a photo editor, and save a square

area of the image that depicts the color, pattern, or texture. Then repeat for each variation of

the product. The size and dimensions of the swatch is determined by the theme. As a general

rule, saving an image as a square helps to preserve the aspect ratio of a pattern.

Swatch Images

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

3. In the grid, open the color attribute in edit mode.

4. Verify that Catalog Input Type for Store Owner is set to “Visual Swatch.”

5. Under Manage Swatch (values of your attribute.) tap Add Swatch to add a new definition to

the bottom of the list. Then, do the following:

a. On the swatch menu, choose Upload a file.

Upload a File

b. Navigate to the swatch file that you prepared and choose the file for upload.

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c. Repeat these steps for each swatch image.

d. Enter the labels for the Admin and Storefront. In this example, we include the SKU in the

admin label for reference because these colors are used only for a specific product. You can

include a space or underscore in the label, but not a hyphen.

Enter Labels

6. When complete, tap Save Attribute. Then when prompted, refresh the cache.

7. The last step is to open each product in Edit mode, and update the Color attribute with the

correct swatch. To update multiple products at the same time, follow the steps below.

Step 2: Update Your Products

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

2. Filter the list by Name or SKU to include only the applicable products. The following example

filters the list on a partial product name.

Filters

3. In the grid, mark the checkbox of each product to which the swatch applies. In this example,

all blue capris are selected. Then, set the Actions control to “Update Attributes.”

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Update Attributes

4. Scroll down to the Colorattribute, and mark the Change checkbox.

Change

5. Choose the swatch that applies to the selected products, and tap Save. Then when prompted,

refresh the cache.

Swatch in Storefront

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Search Engine Optimization

The Search Engine Optimization page of basic product settings includes the primary fields used

by search engines to index the product. Although some search engines ignore meta keywords,

others continue to use them. The current best practice is to incorporate high-value keywords in

both the meta title and meta description. The default value for each meta data field is auto-

generated based on the configuration setting. Each field contains a placeholder that is replaced

by an actual value. To learn more, see: Default Field Values .

Search Engine Optimization

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FIELD SCOPE DESCRIPTION

URL Key Store View Determines the online address of the product. The

URLkey is added to the base URL of the store, and

appears in the address bar of a browser. Magento

initially creates a default, “search engine friendly”

URL, that is based on the product name.

The URL Key should be all lowercase characters, with

hyphens instead of spaces. Do not include a suffix

such as .html in the URL Key, because it is managed

in the configuration.

Meta Title Store View The title appears in the title bar and tab of your

browser, and is also used as the title on a search

engine results page (SERP1). The meta title should be

unique to the page, and less than 70 characters in

length.

Auto-generated value: {{name}}

Meta Keywords Store View Relevant keywords for the product. Consider using

keywords that customers might use to find the

product.

Auto-generated value: {{name}}

Meta Description Store View The meta description provides a brief overview of the

page for search results listings. An ideal length is

between 150-160 characters in length, with a

maximum of 255 characters. Although not visible to

the customer, some search engines include the meta

description on the search results page.

Auto-generated value: {{name}}

Field Descriptions

1Search Engine Results Page

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Websites

The Websites page shows the current scope of the product within the store hierarchy. In the

following screenshot, the marked checkbox indicates the website, store, and views where the

product is available. To assign a product to a specific store view, use the Store View control in

the upper-right corner of the page.

Websites

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CHAPTER 13:

Advanced Settings

The Advanced Settings section includes tools that are used less frequently.

lAdvanced Pricing

lAdvanced Inventory

lCustom Options

lProduct Relationships

lDesign

lAutosettings

lProduct Reviews

Advanced Settings

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Advanced Pricing

The Advanced Pricing settings are used to define the conditions for special pricing based on

customer group and website, and for quantity discount tier pricing.

Advanced Pricing

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FIELD DESCRIPTION

Group Price Sets up promotional prices for specific customer groups within the

selected website. Options include:

Web Site Identifies the website where the group price

rule applies. This option appears only if the

installation has multiple websites.

Customer Group (Required) Identifies the customer group that

qualifies to receive the group price.

Price (Required) Specifies the product price for

members of the customer group, within the

specific website.

Actions Deletes the current Group Price rule.

Add Group Price Inserts an additional row for a new Group Price rule

Special Price Offers a discounted price during the time period defined by the

From/To dates.

In the storefront when a special price is available, the retail price is

crossed out and the special price appears below in large, bold text.

Special Price From Date Sets the first date the Special Price is available. You can either enter

the date or select it from the calendar.

Special Price To Date Sets the last date the Special Price is available. You can either enter

the date or select it from the calendar.

Cost The actual cost of the item.

Tier Price Offers a quantity discount to members of a specific customer group

and website. Options include:

Web Site Identifies a specific website where the tier

price rule applies.

Customer Group Identifies a specific customer group that

qualifies to receive the tier price discount.

Field Descriptions

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FIELD DESCRIPTION

Quantity (Required) The quantity that must be

purchased to receive the tier price.

Item Price (Required) The discounted product price for

the quantity purchased.

Actions Deletes the current tier price rule.

Add Tier Inserts an additional row for a new tier price rule definition.

Field Descriptions (cont.)

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Group Price

You can extend a discounted price to members of a specific customer group, if they shop while

logged in to their accounts. The discounted price appears in the shopping cart instead of the

regular price.

Group Price Applied in Shopping Cart

To set up a group price:

1. Open the product in edit mode.

2. In the panel on the left under Advanced Settings, choose Advanced Pricing.

3. In the Group Price section, tap Add Group Price. Then, do the following:

a. Set Customer Group to the group that is to receive the discounted price.

b. Enter the discounted Price.

4. To add another group price tap Add Group Price and repeat the previous steps.

5. When complete, tap Save.

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Special Price

To offer a special price, enter the discounted price and the dates when the special price is in

effect. The special price appears instead of the regular price, followed by “was (previous price).”

Special Price

To apply a special price:

1. Open the product in edit mode.

2. In the panel on the left under Advanced Settings, choose Advanced Pricing.

3. Enter the amount of the Special Price.

4. Complete the Special Price From Date and Special Price To Date to define the period of time

that the special price is in effect. Use the Calendar button to the right of each field to set

the dates.

Special Pricing Settings

5. When complete, tap Save.

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Tier Price

Tier pricing lets you offer a quantity discount from the catalog list and product detail pages.

The discount can be applied to a specific store view or customer group.

Tier Price “As Low as”

lOn the catalog page, the product price includes the words, “As Low As,” followed by the

lowest tier price.

lThe product page calculates the quantity discount and displays a message such as:

Buy 3 for $5.00 each and save 29%

The prices in the storefront take precedence from the highest to the lowest quantity. Therefore,

if you have a tier for the quantity 5 and one for the quantity 10, and a customer adds 5, 6, 7, 8

or 9 items to the shopping cart, the customer receives the discounted price that you specified

for the quantity 5 tier. As soon as the customer adds the 10th item, the discounted price

specified for the quantity 10 tier supersedes the tier for a quantity of 5, and discounted price for

10 applies.

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Tier Price on Product Page

To set up a tier price:

1. Open the product in edit mode.

2. In the panel on the left under Advanced Settings, choose Advanced Pricing.

3. In the Tier Price section, tap Add Tier. Then, do the following:

Tier Pricing

a. If your store has multiple websites, choose the Website where the tier pricing applies.

b. Choose the Customer Group to which the tier pricing applies.

c. In the Qty field, enter the quantity that must be ordered to receive the tier price.

d. In the Item Price field, enter the adjusted price of the item.

To apply the same tier to more than one group, create a separate tier for each group, but

with the same Qty and Price information.

4. To add another group price, tap Add Tier and repeat the previous steps.

5. When complete, tap Save.

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Minimum Advertised Price

Merchants are sometimes prohibited from displaying a price that is lower than the

manufacturer’s suggested retail price (MSRP). Magento’s Minimum Advertised Price (MAP)

gives you the ability to remain in compliance with the manufacturer’s requirements while

offering your customers a better price. Because requirements differ from one manufacturer to

another, you can configure your store to prevent the display of your actual price on pages where

it is not allowed to appear according to the terms of the manufacturer.

MAP Logic

For products with prices that depend on a selected options, (such as custom options, or simple

products with their own SKUs and stock management), the following logic is used:

lMAP is applied to the main price. The prices of options, bundle items, and associated

products (which add or subtract from the main price) appear normally.

lIf a product does not have a main price, and its price is derived from the associated product

prices (such as in a grouped product), the MAP settings of the associated products are

applied.

lIf a product in the cart has the Manufacturer’s Suggested Retail Price (MSRP) specified, the

price is not crossed-out.

For other price settings, the following MAP logic is used:

lIf tier pricing is set, the tier price appears according to the Display Actual Price setting.

lIf a special price is set, it is considered to be the actual price for MAP.

In the order management and customer management tools, as well as in the reports sections of

the Admin, only the actual price appears.

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Using MAP with Product Types

PRODUCT TYPE DESCRIPTION

Simple,Virtual The actual price does not automatically appear on catalog list and

product pages, but is included only according to the Display Actual

Price setting. Custom option prices appear normally.

Grouped The prices of associated simple products do not automatically

appear on catalog list and product pages, but are included only

according to the Display Actual Price setting.

Configurable The actual price does not automatically appear on catalog list and

product pages, but is included only according to the Display Actual

Price setting. Option prices appear normally.

Bundle (with fixed price) The actual price does not automatically appear on catalog pages, but

is included only according to the Display Actual Price setting. The

prices of bundle items appear normally.

MAP is not available for bundle products with dynamic pricing.

Downloadable The actual price does not automatically appear on catalog list and

product pages, but is included only according to the Display Actual

Price setting. The price associated with each download link appears

normally.

Using MAP with Price Settings

PRICE SETTING DESCRIPTION

Tier Price If tier pricing is set, the tier pricing message is not displayed in the

catalog. On the product page a notification is displayed that indicates

that the price can be lower when ordering more than a certain

quantity, but the discount is displayed in percentages only. For

associated products of a grouped product, the discounts are not

displayed on the product page.

The tier price is shown according to the Display Actual Price setting.

Special Price If the Special price is specified, the special price is displayed

according to the Display Actual Price setting.

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Configuring MAP

Your store’s MAP settings can be applied to all products in your catalog, or configured for only

specific products. When Minimum Advertised Price is enabled globally, all product prices in the

storefront are hidden from view. There are a variety of configuration options that you can use to

remain in compliance with the terms of your agreement with the manufacturer, while still

offering your customers a better price.

Actual Price Appears “On Gesture”

On the global level, you can enable or disable MAP, apply it to all products, define how the

actual price is displayed, and edit the text of the related messages and information tips that

appear in the store.

When MAP is enabled, the product-level MAP settings become available. You can apply MAP to

an individual product by entering the MSRP, and choosing how you want the actual price to

appear in the store. Product-level MAP settings override the global MAP settings.

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What’s This?

To configure MAP:

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

2. If applicable, in the upper-right corner, set Store View to the view where the configuration

applies.

3. In the panel on the left under Sales, choose Sales.

4. Expand the Minimum Advertised Price section.

5. If necessary, set Enable MAP to “Yes.” Then, do the following:

Minimum Advertised Price

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Method 1: Configure MAPfor All Products:

1. To determine when and where you want the actual price to be visible to customers, set Display

Actual Price to one of the following:

lIn Cart

lBefore Order Confirmation

lOn Gesture (on click)

2. Enter the text that you want to appear for the Default Popup Text Message.

3. Enter any additional explanation in the Default “What’s This” Text Message field.

4. When complete, tap Save Config .

Method 2: Configure MAP for a Single Product

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

2. Open the product in Edit mode.

3. In the panel on the left under Advanced Settings, choose Advanced Pricing. Then, do the

following:

Manufacturer’s Suggested Retail Price

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a. Enter the Manufacturer’s Suggested Retail Price.

In this example, the product price is $54.00, and the MSRP is 59.95.

b. Set Display Actual Price to one of the following:

Use config (Default) Applies the MAP configuration setting.

On Gesture Displays the actual product price in a popup when the customer

clicks the “Click for price” or “What’s this?” link.

In Cart Displays the actual product price in the shopping cart.

Before Order

Confirmation

Displays the actual product price at the end of the checkout

process, just before the order is confirmed.

The Manufacturer’s Suggested Retail Price and Display Actual Price fields appear only when

Minimum Advertised Price is enabled in the configuration.

4. When complete, tap Save.

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Advanced Inventory

Each product in your catalog has both a short and long version of the Advanced Inventory

options, depending on whether you want to manage stock for the product. The long form

appears when Manage Stock is set to “Yes.” The initial values reflect the default Product Stock

Options set in the configuration.

Advanced Inventory (Short Form)

Method 1: Without Stock Management

1. Open the product in edit mode.

2. In the panel on the left under Advanced Settings, choose Advanced Inventory.

3. Set Manage Stock to “No.” If necessary, clear the Use Config Settings checkbox to make the

field available.

4. Enter the Minimum Qty Allowed in Shopping Cart.

5. Enter the Maximum Qty Allowed in Shopping Cart.

6. If you want to sell by quantity increment, do the following:

a. Set Enable Qty Increments to “Yes.”

b. In the Qty Increments field, enter the number of products that must be purchased in an

incremental step. For example, if you enter 6, the customer must purchase the product in

quantities of 6, 12, 18, and so on.

7. When complete, tap Save.

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FIELD SCOPE DESCRIPTION

Manage Stock Global Determines if inventory control is used to manage this

product in your catalog. Options: Yes / No

Minimum Qty Allowed in

Shopping Cart

Global Determines the minimum number of the product that

can be purchased in a single order.

Maximum Qty Allowed in

Shopping Cart

Global Determines the maximum number of the product that

can be purchased in a single order.

Enable Qty Increments Global Determines if the product can be sold in quantity

increments. Options: Yes / No

Qty Increments Global Enter the number of products that must be purchased

at the same time. For example, if set to 6, the

customer must purchase a quantity of 6, 12, 18, and

so on.

When a product is sold in quantity increments, the

number appears in the upper-right corner, next to the

shopping cart link. If the customer tries to purchase

the product in any other quantity, a message appears

in the shopping cart,

Field Descriptions

Method 2: With Stock Management

1. Open the product in edit mode.

2. In the panel on the left under Advanced Settings, choose Advanced Inventory.

3. Set Manage Stock to “Yes.” If necessary, clear the Use Config Settings checkbox to make the

field available. Then, do the following:

a. Enter the Qty currently in stock.

b. Enter the Qty for Item’s Status to Become Out of Stock.

c. Enter the Minimum Qty Allowed in Shopping Cart.

d. Enter the Maximum Qty Allowed in Shopping Cart.

4. If the quantity is a decimal value, do the following:

a. Set Qty Uses Decimals to “Yes.”

b. If the quantity purchased Can be Divided into Multiple Boxes for Shipping, select “Yes.”

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5. Set Backorders to one of the following:

lNo Backorders

lAllow Qty Below 0

lAllow Qty Below 0 and Notify Customer

6. In the Notify for Quantity Below field, enter the stock level that triggers a Quantity Below

notification.

7. To sell the product in quantity increments, do the following:

a. Set Enable Qty Increments to “Yes.”

b. In the Qty Increments field, enter the number of products that must be purchased in an

incremental step. For example, if you enter 6, the customer must purchase the product in

quantities of 6, 12, 18, and so on.

8. If the product is currently in stock, set Stock Availability to “In Stock.”

9. When complete, tap Save .

Advanced Inventory (Long Form)

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FIELD SCOPE DESCRIPTION

Manage Stock Global Determines if inventory control is used to manage this

product in your catalog. Options:

Yes Displays the long form with all stock

management options.

No Display the short form without stock

management options.

Qty Global The quantity of the item that is currently in stock.

Qty for Item’s Status to

Become Out of Stock

Global Determines the stock level at which a product is

considered to be out of stock.

Minimum Qty Allowed in

Shopping Cart

Global Determines the minimum number of the product that

can be purchased in a single order.

Maximum Qty Allowed in

Shopping Cart

Global Determines the maximum number of the product that

can be purchased in a single order.

Qty Uses Decimals Global Determines if customers can use a decimal value

rather than a whole number when entering the quantity

ordered. Options:

Yes Permits values to be entered as

decimals, rather than whole

numbers, which is suitable for

products sold by weight, volume or

length.

No Requires quantity values to be

entered as whole numbers.

Can be Divided into

Multiple Boxes for

Shipping

Global Determines if parts of the product can be shipped

separately. Options: Yes / No

Field Descriptions

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FIELD SCOPE DESCRIPTION

Backorders Global Determines how backorders are managed.

Backorders do not change the processing status of

the order. Funds are still authorized or captured

immediately when the order is placed, regardless of

whether the product is in stock. Products are shipped

as they become available. Options:

Backorders

Does not accept backorders when

product is out of stock.

Allow Qty

Below 0

Accepts backorders when the

quantity falls below zero.

Allow Qty

Below 0 and

Notify

Customer

Accepts backorders when the

quantity falls below zero, but notifies

customers that orders can still be

placed.

Notify for Quantity Below Global Determines the stock level at which notification is

sent that the inventory has fallen below the threshold.

Enable Qty Increments Global Determines if the product can be sold in quantity

increments. Options: Yes / No

Stock Availability Global Determines the current availability of the product.

Options:

In Stock Makes the product available for

purchase.

Out of Stock Unless Backorders are activated,

prevents the product from being

available for purchase and removes

the listing from the catalog.

Field Descriptions (cont.)

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Stock Options

Your catalog can be configured to display the availability of each item as “In Stock” or “Out of

Stock,” The configuration setting applies to the catalog as a whole, and the message changes

according to the stock status of the product. There are several display variations possible,

including how “out of stock” products are managed in the catalog and in product listings.

The out of stock threshold indicates when a product needs to be reordered, and can be set to

any number greater than zero. Another way you can use the stock availability threshold is to

manage products that are in high demand. If you want to capture new customers, rather than

sell to high-quantity buyers, you can set a maximum quantity to prevent a single buyer from

taking out your entire inventory.

In Stock, Only 1 Left

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To configure stock options:

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

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

3. Expand the Stock Options section, and do the following:

a. To return items to stock if an order is canceled, Set Items’ Status to be in Stock When

Order in Canceled to “Yes.”

b. To adjust the quantity on hand when an order is placed, set Decrease Stock When Order

is Placed to “Yes.”

c. Set Display Out of Stock Products to “Yes” to continue to display products in the catalog

that are no longer in stock.

If price alerts are enabled, customers can sign up to be notified when the product is back in

stock.

d. To display the message, “Only x left,” enter the number in the Display X left Threshold

field.

The message begins to appear when the quantity in stock reaches the threshold. For

example, if set to 3, the message “Only 3 left” appears when the quantity in stock reaches

3. The message adjusts to reflect the quantity in stock, until the quantity reaches zero.

e. To display an “In Stock” or “Out of Stock” message on the product page, set Display

Products Availability In Stock on Storefront to “Yes.”

Stock Options

4. When complete, tap Save Config.

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Product Stock Options

The Product Stock Options configuration determines the default product inventory settings at

the product level. The configuration applies to individual products, rather than to the contents

of the cart as a whole.

To configure the default inventory settings:

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

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

3. Expand the Product Stock Options section, and do the following:

a. To activate inventory control for your catalog, set Manage Stock to “Yes.”

Product Stock Options

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b. Set Backorders to one of the following:

No Backorders To not accept backorders when product is out of stock.

Allow Qty Below

To accept backorders when the quantity falls below zero.

Allow Qty Below

0 and Notify

Customer

To accept backorders when the quantity falls below zero, and notify

the customer that the order can still be placed.

c. Enter the Maximum Qty Allowed in Shopping Cart.

d. Enter the Qty for Item's Status to Become Out of Stock.

e. Enter the Minimum Qty Allowed in Shopping Cart.

f. In the Notify for Quantity Below field, enter the stock level that triggers notification that

the item is out of stock.

g. To activate quantity increments for the product, set Enable Qty Increments to “Yes.” Then

in the Qty Increments field, enter the number of the items that must be purchased to meet

the requirement. For example, an item that is sold in increments of 6 can be purchased in

quantities of 6, 12, 18, and so on.

h. When a credit memo is issued for the item, set Automatically Return Credit Memo Item to

Stock to “Yes” if you want to return the item to inventory by default.

4. When complete, tap Save Config.

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Stock Message Scenarios

You can use a combination of configuration settings to control stock availability messages on

product pages and in listings of products on catalog pages.

Grouped Product with “Out of Stock” Message

Product Page Stock Messages

There are several variations of messaging available for the product page, depending on the

combination of Manage Stock and Stock Availability settings.

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Example 1: Show Availability Message

Scenario 1: This combination of settings causes the availability message to appear on the

product page, according to the stock availability of each product.

STOCK OPTIONS MESSAGE

Display product availability in stock in the frontend: Yes

Product Inventory

Manage Stock Yes

Stock Availability In Stock

Out of Stock

“Availability: In

Stock”

“Availability: Out of

Stock”

Scenario 2: When stock is not managed for a product, this combination of settings can be

used to display the availability message on the product page.

STOCK OPTIONS MESSAGE

Display product availability in stock in the frontend: Yes

Product Inventory

Manage Stock No “Availability: In

Stock”

Example 2: Hide Availability Message

Scenario 1: This combination of configuration and product settings prevents the availability

message from appearing on the product page.

STOCK OPTIONS MESSAGE

Display product availability in stock in the frontend: No

Product Inventory

Manage Stock Yes

Stock Availability In Stock

Out of Stock

None

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Scenario 2: When stock is not managed for a product, this combination of configuration and

product settings prevents the availability message from appearing on the product page.

STOCK OPTIONS MESSAGE

Display product availability in stock in the frontend: No

Product Inventory

Manage Stock No None

Catalog Page Stock Messages

The following display options are possible for the category and search results lists, depending

on the product availability and configuration settings.

“Out of Stock” Message on Category Page

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Example 1: Show Product with “Out of Stock Message”

This combination of configuration settings includes out of stock products in the category and

search results lists, and displays an “out of stock” message.

STOCK OPTIONS MESSAGE

Display Out of Stock Products

Display product availability in stock in the frontend

Yes

Yes “Out of stock”

Display Out of Stock Products Yes

Display product availability in stock in the frontend No None

Example 2: Show Product without “Out of Stock Message”

This combination of configuration settings includes out of stock products in the category and

search results lists, but does not display a message.

STOCK OPTIONS MESSAGE

Display Out of Stock Products

Display product availability in stock in the frontend

Yes

None

Example 3: Hide Product Until Back in Stock

This configuration setting omits out of stock products entirely from the category and search

results lists, until they are back in stock.

STOCK OPTIONS MESSAGE

Display Out of Stock Products No None

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Product Alerts

Customers can subscribe to two types of alerts by email: price change alerts and in-stock alerts.

For each type of alert, you can determine if customers are able to subscribe, select the email

template that is used, and identify the sender of the email.

When price change alerts are enabled, a “Sign up for price alert” link appears on every product

page. Customers can click the link to subscribe to alerts related to the product. Guests are

prompted to open an account with your store. Whenever the price changes, or the product goes

on special, everyone who has signed up to be notified receives an email alert.

The in-stock alert creates a link called “Sign up to get notified when this product is back in

stock” for every product that is out of stock. Customers can click the link to subscribe to the

alert. When the product is back in stock, customers receive email notification that the product

is available. Products with alerts have a Product Alerts tab in the Product Information panel

that lists the customers who have subscribed to an alert.

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To set up product alerts:

1. On the Admin sidebar, tapStores. Then under Settings, choose Configuration.

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

3. Click to expand the Product Alerts section, and do the following:

a. To offer price change alerts to your customers, set Allow Alert When Product Price

Changes to “Yes.”

b. Set Price Alert Email Template to the template that you want to use for the price alert

notifications.

c. To offer alerts when out-of-stock products become available again, set Allow Alert When

Product Comes Back in Stock to “Yes.”

The “Sign up to get notified when this product is back in stock” message appears only when

Inventory Stock Options - Display Out of Stock Products is set to “Yes.”

d. Set Stock Alert Email Template to the template that you want to use for product stock

alerts.

e. Set Alert Email Sender to the store contact that you want to appear as the sender of the

email alert.

Product Alerts

4. When complete, tap Save Config.

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Product Alert Run Settings

These settings enable you to select how often Magento checks for changes that require alerts to

be sent. Additionally, you can select the recipient, sender, and template for emails that are sent

if the sending of alerts fails.

Product Alert Run Settings

To set up product alerts:

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

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

3. Expand the Product Alerts Run Settings section, and do the following:

a. To determine how often product alerts are sent, set Frequency to one of the following:

lDaily

lWeekly

lMonthly

b. To determine the time of day product alerts are sent, set Start Time to the hour, minute,

and second.

c. In the Error Email Recipient field, enter the email of the person to be contacted if an error

occurs.

d. In the Error Email Sender field, select the store identity that appears as the sender of the

error notification.

e. Set Error Email Template to the transactional email template to be used for the error

notification.

4. When complete, tap Save Config.

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Custom Options

Adding custom options to a product is an easy way to offer customers a selection of options

with a variety of text, selection, and date input types. Custom options are a good solution if

your inventory needs are simple. However, because custom options are variations of a single

SKU, they cannot be used to manage stock. If you have multiple products with the same

options, you can set the custom options in one product, and then import the options to other

products.

Custom Options

To create custom options:

1. Open the product in edit mode.

2. In the panel on the left under Advanced Settings, choose Custom Options.

3. Tap Add New Options. Then, do the following:

a. In the Option Title field, enter a name for the option.

b. Set the Input Type for data entry.

c. If the option is not required to purchase the product, clear the Required checkbox.

4. Tap Add New Row. Then, complete the following:

a. In the Title field, enter a name for this option.

b. In the Price field, enter any markup or markdown from the base product price that applies

to this option.

c. Set Price Type to one of the following:

Fixed The price of the variation differs from the price of the base product by

a fixed monetary amount, such as $1.

Percentage The price of the variation differs from the price of the base product by

a percentage, such as 10%.

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d. Enter a SKU for the option. The option SKUis a suffix that is added to the product SKU.

e. To change the order of the options, tap the Sort Order icon , and drag the option to a

new position in the list.

f. Repeat this step for each option to be added.

5. When complete, tap Save.

Change Order of Options

To import custom options:

1. In the Custom Options section, tap Import Options.

2. In the list, mark the checkbox of the product with the options that you want to import.

3. Tap Import.

4. When complete, you can add more custom options, or tap Save and Close.

Importing Custom Options

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INPUT TYPE DESCRIPTION

TEXT

Field A single line input field for text.

Area A multiple-line input box for paragraphs of text. You can use the

WYSIWYG Editor to format the text with HTML tags, or type HTML

directly into the text area.

FILE

File A file to be uploaded by the customer.

SELECT

Drop-down A drop-down list of options. Only one item can be selected at a time.

Radio Buttons A set of options that allows only one to be selected at a time.

Checkbox A checkbox is a variation of a Yes/No option. If the product has more

than one checkbox, multiple selections can be made at the same

time.

Multiple Select A drop-down list of options that accepts multiple selections. To

select multiple options, hold down the Ctrl (PC) or Command (Mac)

key.

DATE

Date An input field for a date value. The date can be typed directly into the

field, selected from a list or calendar. The method of input used and

format of the date is determined by the Date & Time Custom Options

configuration.

Date &Time An input field for date and time values.

Time An input field for a time value.

Input Controls

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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.

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

Related Products

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3. 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.

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

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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FIELD DESCRIPTION

Add Root Category Creates a new 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 Removes unsaved changes, and restores the previous settings.

Save Category Saves any changes made to the category.

Controls

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CHAPTER 14: Categories

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.

2. 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.”

3. 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.

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

c. You can enter a URL Key for the category, or let the system automatically create one that

is based on the category name.

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

page.

3. To display an Image at the top of the category landing page, tap Choose File, and choose the

image to upload.

4. Complete the following category meta data:

lPage Title

lMeta Keywords

lMeta Description

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

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

lProducts Only

lStatic Block Only

lStatic Block and Products

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

3. 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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4. 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:

lBest Value

lName

lPrice

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.

2. 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.

4. 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.

2. Tap Add Root Category.

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

a. Enter a Name for the root category.

b. Set Is Active to “Yes.”

c. Enter the URL Key for the root category.

d. Enter a Description of the root category.

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

b. Complete the following meta data:

lPage Title

lMeta Keywords

lMeta Description

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

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

5. When complete, tap Save Category.

Step 2: Add Subcategories to the New Root

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

2. Tap Add Subcategory.

3. Enter a Name for the subcategory.

4. Set Is Active to “Yes.”

5. Tap Save Category.

6. 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.

2. Under Store, tap the Main Website Store link.

3. Set Root Category to the new root category.

4. 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.

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

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

a. Set Is Active to “No.”

b. Set Include in Navigation Menu to “No.”

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

5. 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.”

b. 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. When complete, tap Save Category.

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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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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 image-

and 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 Opens the editor.

Image 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.

Field Descriptions

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FIELD DESCRIPTION

Meta Keywords 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.”

No Hides the category, although it is active.

Hidden categories do not appear in the top

navigation, but are included in layered

navigation.

Field Descriptions (cont.)

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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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FIELD DESCRIPTION

Display Mode 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

Sort By

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

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

Sort By

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

Config Settings” checkbox and select an attribute.

Layered Navigation Price

Step

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

100, and 1000, depending on the products in the list. To change the

Price Step range, clear the “Use Config Settings” checkbox.

Field Descriptions

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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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FIELD DESCRIPTION

Use Parent Category

Settings

Allows the current category to inherit the design settings from the

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

bar

Applies a two-column layout with a left

sidebar to the category page.

2 columns with

right bar

Applies a two-column layout with a right

sidebar to the category page.

3 columns Applies a three-column layout to the category

page.

Custom Layout Update Updates the theme layout with custom XML code.

Field Descriptions

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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

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 Clears all search filters.

Search Searches the catalog based on the filter criteria, and displays the

result.

Controls

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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

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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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:

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

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

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

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Step 2: Describe the Basic Properties

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

2. Tap Add New Attribute.

Attribute Properties

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

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

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

a. Under Manage Options, tap Add Option.

b. 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.

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

the list.

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

6. 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.

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

4. 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:

lDecimal Number

lInteger Number

lEmail

lURL

lLetters

lLetters (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.

2. 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.

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

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

4. 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.”

b. to use the attribute in layered navigation on search results pages, set Use in Search

Results Layered Navigation to “Yes,”

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

layered navigation block.

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

6. 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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7. 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.”

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

c. To use attribute as a sort parameter for product listings, set Used for Sorting in Product

Listing to “Yes.”

8. When complete, tap Save Attribute.

Storefront Properties

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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 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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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.

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

3. 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.”

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

lMonth

lDay

lYear

c. Set your preferred Time Format to one of the following:

l12h AM/PM

l24h

d. 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

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 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.

2. 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.

3. To print the report, tap Print This Page.

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

report.

lTo remove a single product from the report, tap Delete .

lTo 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

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

b. In the Default Recently Viewed Products Count field, enter the number of recently viewed

products to appear in the list.

c. In the Default Recently Compared Products Count, enter the number of recently

compared products to appear in the list.

4. When complete, tap Save Config.

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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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Reviews Tab

To configure product reviews:

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

2. In the panel on the left, under Catalog, select Catalog.

3. Expand the Product Reviews section.

4. Set Allow Guests to Write Reviews according to your preference.

5. When complete, tap Save Config.

To moderate reviews:

1. On the Admin sidebar, tap Marketing. Then under User Content, choose Reviews.

2. In the list, click a pending review to view the details, and edit if necessary.

3. To approve a pending review, change the Status from “Pending” to “Approved.” To reject a

review, select “Not Approved.”

4. 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:

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

2. In the upper-right corner, tap Add New Rating.

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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.

5. In the Sort Order field, enter a number to determine the order of this rating when listed with

others.

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Rating Visibility

6. 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:

lSend your best customers a coupon for a

discount on a specific product

lOffer free shipping for purchases over a certain

amount

lSchedule 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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CHAPTER 18:

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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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.

2. In the upper-right corner, tap Add New Rule.

The options in the panel on the left include Rule Information, Conditions, and Actions.

3. On the Rule Information page, do the following:

a. Complete the Rule Name and Description fields. These fields are for your internal

reference only.

b. Set Status to “Active.”

c. Select the Websites where the rule is to be available.

4. To establish the scope of the rule, do the following:

a. Select the Websites where the promotion is to be available.

b. 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 .

lIf you leave the dates blank, the rule is enabled as soon as the price rule is saved.

6. Enter a number to establish the Priority of this rule in relation to other rules.

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CHAPTER 18: Catalog Price Rules Creating a Catalog Price Rule

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.

lClick the ALLlink, and select “ALL” or “ANY.”

lClick the TRUE link, and select “TRUE” or “FALSE.”

lLeave 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:

2. Tap the Add button at the beginning of the next line.

a. 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 …

b. 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.”

c. 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

3. To add another line to the statement, tap the Add button, and choose one of the following:

lConditions Combination

lProduct Attribute

Then, repeat the process until the condition is complete.

If at any time you want to delete part of the statement, tap the Delete button at the end of

the line.

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CHAPTER 18: Catalog Price Rules Creating a Catalog Price Rule

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

Sets the price to a fixed amount.

3. Do one of the following:

lEnter the Discount Amount.

lTo apply the discount amount to associated products, set Subproduct Discounts to “Yes.”

Select the pricing structure, and enter the Discount Amount.

4. 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.

5. 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:

lTap Save and Apply.

lFrom the Catalog Price Rules grid, tap Apply Rules.

2. 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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CHAPTER 18: Catalog Price Rules Creating a Catalog Price Rule

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.

2. Do one of the following:

lFollow the instructions to create a catalog price rule.

lOpen an existing catalog price rule.

3. 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 at the beginning of the next line.

Then, in the list under Product Attribute, select SKU.

c. Click the …“more” link to display more options. Then, tap the Chooser button to display

the list of available products.

d. In the list, select the checkbox of each product that you want to include. Then, tap Select

to add the SKUs to the condition.

4. Complete the rule, including any Actions to be taken when the conditions are met.

5. 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.

3. For the rule to go into effect immediately, set Status to “Active.”

4. To establish the scope of the rule, do the following:

a. Select the Websites where the promotion is to be available.

b. Select the Customer Groups to which the promotion applies.

lFor the promotion to be available only to registered customers, do not select the

“NOTLOGGEDIN” option.

5. 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.

b. To set a limit on the number of times the coupon can be used, complete the following:

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CHAPTER 19: Cart Price Rules Creating a Cart Price Rule

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

6. Use the Calendar to set the From and To date range for the promotion.

7. 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.)

8. To apply the rule to published listings in RSS feeds, set Public In RSS Feed to “Yes.”

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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:

lClick the ALL link, and select “ALL” or “ANY.”

lClick the TRUE link and select “TRUE” or “FALSE.”

lLeave 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.

lProduct attribute combination

lProducts subselection

lConditions combination

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CHAPTER 19: Cart Price Rules Creating a Cart Price Rule

lCart 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.”

3. 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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CHAPTER 19: Cart Price Rules Creating a Cart Price Rule

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 Defines a quantity that the customer must purchase to

receive a quantity for free. (The Discount Amount is Y.)

b. 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.

c. 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.

d. To apply the discount to the shipping amount, set Apply to Shipping Amount to “Yes.”

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e. 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.

f. To give the customer reward points for triggering the price rule, enter the number of points

the price rule is worth.

g. If you want to extend free shipping for orders that meet conditions, set Free Shipping to

one of the following:

lFor matching items only

lFor 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.

2. Do one of the following:

lUnder Default Label, enter the text for the Default Rule Label for All Store Views.

lUnder Store View Specific Labels, enter an appropriate label for each store view.

Default Label

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CHAPTER 19: Cart Price Rules Creating a Cart Price Rule

3. 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.

2. 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 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.

Field Descriptions

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FIELD DESCRIPTION

Status (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

Generation

Select the checkbox to

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.

To The last date the coupon can be used.

Field Descriptions (cont.)

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CHAPTER 19: Cart Price Rules Creating a Cart Price Rule

FIELD DESCRIPTION

Priority 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

price discount

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.

Fixed amount

discount

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.

Fixed amount

discount for whole

cart

Discounts the entire cart by subtracting a

fixed amount from the cart total.

For example: Enter 10 in Discount Amount to

subtract $10 from the cart total.

Buy X Get YFree

(discount amount is

Defines a quantity that the customer must

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

Applied To

Sets the maximum number of products that the discount can be

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.

Field Descriptions (cont.)

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FIELD DESCRIPTION

Apply to Shipping Amount 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

only

Free shipping is available only for specific

items in the cart that match the rule.

For shipment with

matching items

Free shipping is available for the entire cart

when a coupon that is based on the rule is

used.

LABELS

Default Rule Label for All

Store Views

A default label that identifies the discount and can be used for all

store views.

Store View Specific Labels If applicable, a different label that identifies the discount for each

store view.

Field Descriptions (cont.)

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CHAPTER 19: Cart Price Rules Creating a Cart Price Rule

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:

lEmail coupons to customers

lProduce printed coupons

lCreate 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.

2. On the General Information page, set Coupon to “Specific Coupon.”

a. Enter a numeric Coupon Code to be used with the promotion.

b. To limit the number of times the coupon can be used, complete the following:

lUses per Coupon

lUses per Customer

For unlimited use, leave these fields blank.

c. To make the coupon valid for a limited period of time, complete the From and To dates.

To select the date, tap the Calendar button next to each field. If you leave the date

range empty, the rule will never expire.

3. Complete the cart price rule.

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Method 2: Generate a Batch of Coupons

1. Follow the instructions to create a cart price rule.

2. On the General Information page, mark the Use Auto Generation checkbox.

3. In the panel on the left, choose Manage Coupon Codes. Then under Coupons Information, do

the following:

Manage Coupon Codes

a. In the Coupons Qty field, enter the number of coupons that you want to generate.

b. Enter the Code Length, not including the prefix, suffix, or separators.

c. Set the Code Format to one of the following:

lAlphanumeric

lAlphabetical

lNumeric

d. (Optional)Enter a Code Prefix to be added to the beginning of the code.

e. (Optional) Enter a Code Suffix to be added to the end of the code.

f. (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.

4. 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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To run the report:

1. On the Admin sidebar, tap Reports. Then under Sales choose Coupons.

2. If you have multiple store views, set Store View in the upper-left corner to establish the scope

of the report.

3. To refresh the sales statistics for the day, click the message at the top of the workspace.

4. To filters the data, so the following:

a. Set Date Used to one of the following:

lOrder Created

lOrder 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:

lDay

lMonth

lYear

c. Enter the From and To dates in M/D/YY format to define the date range of the report.

d. To print a report for a specific order status, set Order Status to “Specified,” Then, choose

the order status from the list.

e. Set omit rows without data from the report, set Empty Rows to “No.”

f. Do one of the following:

lTo include all coupon activity from all price rules, set Cart Price Rule to “Any.”

lTo 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.

5. When ready to run the report, tap Show Report. The report appears at the bottom of the page.

CHAPTER 19: Cart Price Rules Coupon Codes

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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.

2. 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.

2. 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. Complete the Rule Information settings as follows:

a. Enter a Rule Name for internal reference.

b. Enter a brief Description to describe the rule.

c. Set Status to “Active.”

d. Set Website to “Main Website.” (Click to make sure the entry is selected.)

e. Select the Customer Groups to which the rule applies.

f. Set Coupon to one of the following:

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336 Magento Community Edition 2.0 User Guide

lTo offer a free shipping promotion without a coupon, accept the default, “No

Coupon” setting.

lTo use a coupon with the price rule, select “Specific Coupon.” If necessary,

complete the instructions to set up a coupon.

2. 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.”

b. Set Apply to Shipping Amount to “Yes.”

c. 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:

lEnter a Default Rule Label for All Store Views. This label is visible to the customer.

lIf your store is available in multiple stores, enter Store View Specific Labels for each view.

4. 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.

2. In the panel on the left, choose Conditions.

3. Tap Add to insert a condition. Then, do the following:

a. In the list under Cart Attribute, choose Subtotal.

b. Click the underlined is link, and choose “equals or greater than.”

c. Click the …“more” link, and enter a threshold value for the Subtotal, such as 100, to

complete the condition.

Condition

4. In the panel on the left, select Actions. Then, do the following:

a. Set Apply to “Percent of product price discount.”

b. Set Apply to Shipping Amount to “Yes.”

c. Set Free Shipping to “For shipment with matching items.”

5. In the panel on the left, select Labels. Then, do one of the following:

lEnter a Default Rule Label for All Store Views. The label is visible to the customer during

checkout.

lIf your store is available in multiple views, enter a label for each view, as needed.

6. 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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338 Magento Community Edition 2.0 User Guide

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).”

b. Set Discount Amount to 1. This is the quantity the customer will receive for free.

c. 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.

d. 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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Magento Community Edition 2.0 User Guide 339

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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340 Magento Community Edition 2.0 User Guide

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.

2. Tap Add at the beginning of the next line, and choose Product Attribute Combination.

3. Tap Add at the beginning of the next line. Then in the list under Product Attribute, choose

Category.

Choose Condition to Add

a. Click the …“more” link to display additional options.

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Magento Community Edition 2.0 User Guide 341

Category IS

b. Tap the Chooser button to display the available categories. In the category tree, mark

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:

a. In the list under Cart Item Attribute, choose Price in cart.

a. Click the first underlined parameter, IS. Then in the list, choose “equals or greater than.”

b. 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. Tap Save and Continue Edit .

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Step 3: Define the Actions

1. In the panel on the left, choose Actions. Then, do the following:

Actions

a. Set Apply to “Percent of product price discount.”

b. Enter the Discount Amount. For example, enter 25 for a twenty-five percent discount.

c. If you want to prevent the purchase from qualifying for additional promotions, set Stop

Further Rules Processing to “Yes.”

2. Tap Save and Continue Edit . Then, complete the rule as needed.

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Notes

344 Magento Community Edition 2.0 User Guide

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.

Magento Community Edition 2.0 User Guide 345

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

346 Magento Community Edition 2.0 User Guide

CHAPTER 20:

Email Templates

Email templates define the layout, content, and formatting of automated messages sent

from your store. They are called transactional emails1because 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.

Magento Community Edition 2.0 User Guide 347

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.

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

Desktop 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

Mobile Clients

Supported Email Clients CHAPTER 20: Email Templates

348 Magento Community Edition 2.0 User Guide

EMAIL APPLICATION BROWSERS SUPPORTED*

AOL Mail 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.

Web Clients

CHAPTER 20: Email Templates Supported Email Clients

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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.

ljpg / jpeg

lgif

lpng

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 ratio1of 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

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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Step 1: Upload Your Logo

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

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

3. Expand the Emails section. Then, do the following:

a. To upload your prepared Logo Image, tap Browse. Find the file on your computer, and

select the file.

b. In the Logo Image Alt field, enter alternate text to identify the image.

c. 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.

1. Choose the Header Template to be used for all transactional email messages.

2. Choose the Footer Template to be used for all transactional email messages.

3. When complete, tap Save Config.

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FIELD SCOPE DESCRIPTION

Logo Image Store View Identifies the logo file that appears in the header of

transactional email messages. To support high-

resolution 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.

Field Descriptions

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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

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

2. In the panel on the left under Sales, choose Sales Emails.

3. Expand the Order section. Then, do the following:

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Order

a. Verify that Enabled is set to “Yes.”

b. Set New Order Confirmation Email to the store contact that appears as the sender of the

message.

c. Set New Order Confirmation Template to the template that is used for the email that is

sent to registered customers.

d. 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.

e. 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.

f. 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.

4. Expand the Order Comments section, and repeat these steps.

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Order Comments

5. Complete the configuration for the remaining sales emails:

lInvoice

lShipment

lCredit Memo

6. When complete, tap Save Config.

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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.

2. In the panel on the left under Sales, choose Checkout.

3. Expand the Payment Failed Emails section. Then, do the following:

a. Set Payment Failed Email Receiver to

b. Set Payment Failed Email Sender to the store contact that appears as the sender of the

message.

c. Set Payment Failed Template to the template that is used for the email that is sent when

the payment method fails during checkout.

d. 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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e. 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.

4. When complete, tap Save Config.

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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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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.

2. Tap Add New Template. Then, do the following:

a. In the Template list under Magento_Email, choose “Header.”

b. Tap Load Template.

Default Header Template

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Step 2: Complete the Template Information

1. In the Template Name field, enter a name for your custom header.

2. 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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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.

4. When you are ready to review your work, tap Preview Template. Then, make adjustments to the

template as needed.

5. When complete, tap Save Template.

Your custom header now appears in the list of available Email templates.

Step 4: Update the Configuration

1. In the list, tap the new header to reopen the template in edit mode.

2. Tap the last link in the breadcrumb trail at the top of the Template Information section. Then,

expand the Emails section.

3. Set Header Template to the name of the new header template.

4. When complete, tap Save Config.

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Header Template Configuration

FIELD DESCRIPTION

LOAD DEFAULT TEMPLATE

Template Lists the selection of available templates, and identifies the template

to be customized.

TEMPLATE INFORMATION

Template Name The name of your custom template.

Insert Variable 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.

Field Descriptions

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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.

2. Tap Add New Template. Then, do the following:

a. In the Template list under Magento_Email, choose “Footer.”

b. Tap Load Template.

Default Footer Template

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Step 2: Complete the Template Information

1. In the Template Name field, enter a name for your custom footer.

2. 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. 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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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.

4. When you are ready to review your work, tap Preview Template. Then, make adjustments to the

template as needed.

5. When complete, tap Save Template.

Your custom footer now appears in the list of available Email templates.

Step 4: Update the Configuration

1. In the list, tap the new footer to reopen the template in edit mode.

2. Tap the last link in the breadcrumb trail at the top of the Template Information section. Then,

expand the Emails section.

3. Set Footer Template to the name of the new template.

4. When complete, tap Save Config.

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Footer Template Configuration

FIELD DESCRIPTION

LOAD DEFAULT TEMPLATE

Template Lists the selection of available templates, and identifies the template

to be customized.

TEMPLATE INFORMATION

Template Name The name of your custom template.

Insert Variable 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.

Field Descriptions

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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.

2. Tap Add New Template. Then, do the following:

a. In the Template list, choose the message template that you want to customize.

b. Tap Load Template.

Default Message Template

Step 2: Complete the Template Information

1. In the Template Name field, enter a name for your custom footer.

2. 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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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. 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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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.

4. When you are ready to review your work, tap Preview Template. Then, make adjustments to the

template as needed.

5. When complete, tap Save Template.

Your custom footer now appears in the list of available Email templates.

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Step 4: Update the Configuration

1. In the list, tap the new message template to reopen it in edit mode.

2. 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.

3. Expand the section. For this example, the template is located in the Create New Account

Options section.

4. 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 DESCRIPTION

LOAD DEFAULT TEMPLATE

Template Lists the selection of available templates, and identifies the template

to be customized.

TEMPLATE INFORMATION

Template Name The name of your custom template.

Insert Variable Inserts a 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

can be entered in the Template Styles box.

Field Descriptions

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Email Template List

Customer Account

lNew Account

lNew Account Confirmation Key

lNew Account Confirmed

lNew Account Without Password

lForgot Password

lRemind Password

lReset Password

Customer Activity

lContact Form

lSend Product Link to Friend

lWishlist Sharing

Newsletters

lSubscription Confirmation

lSubscription Success

lUnsubscription Success

Product Alert

lCron Error Warning

lPrice Alert

lStock Alert

Promotions

lPromotion Notification / Reminder

Admin Activity

lForgot Admin Password

lReset Password

Email Templates

lEmail - Footer

lEmail - Header

lExport Failed

lImport Failed

Product Alerts

lProduct Alerts Cron Error

lProduct Price Alert

lProduct Stock Alert

Order

lNew Order / New Order for Guest

lOrder Update / Order Update for Guest

lPayment Failed

Invoice

lNew Invoice / New Invoice for Guest

lInvoice Update / Invoice Update for Guest

Shipment

lNew Shipment / New Shipment for Guest

lShipment Update / Shipment Update for

Guest

Credit Memo

lCredit Memo Update

lCredit Memo Update for Guest

lNew Credit Memo

lNew Credit Memo for Guest

System Notifications

lSitemap Generate Warnings

lCurrency Update Warnings

Email Templates

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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.

lInvoices

lPacking Slips

lCredit Memos

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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.

2. Expand the Invoice and PackingSlip Design section. Then, do the following:

Invoice and Packing Slip Design

a. To upload the Logo for PDF Print-outs, tap Choose File. Find the logo that you have

prepared, and tap Open.

b. 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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3. Enter your address as you want it to appear on invoices and packing slips.

4. 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.

2. Mark the Delete Image checkbox for the image you want to replace.

3. Tap Save Config.

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

Image Formats

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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.

2. In the panel on the left under Sales, choose PDF Print-outs.

3. Expand the Invoice section.

Invoice

4. Set Display Order ID in Header to “Yes.”

5. Repeat these steps for the Shipment and Credit Memo sections.

6. When complete, tap Save Config.

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To show the customer IPaddress:

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

2. In the panel on the left under Sales, choose Sales.

3. Expand the General section.

General

4. Set Hide Customer IP to “No.”

5. When complete, tap Save Config.

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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

{{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

For Text, Text One Line, HTML and PDF Address Templates

Example 2: JavaScript Template

#{address attribute code} or User Interface label #{address

attribute code}

For JavaScript Address Template

Address Templates

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To change the order of address fields:

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

2. In the panel on the left, under Customers, choose Customer Configuration.

3. Expand the Address Templates section. The section includes a separate set of formatting

instructions for each of the following:

lText

lText One Line

lHTML

lPDF

4. Edit each template as needed, using the examples for reference.

5. 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

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.

2. In the panel on the left under Customers, choose Newsletter.

3. 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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a. Confirm the email template and sender of the each of the following email messages that

are sent to subscribers:

lSuccess email

lConfirmation email

lUnsubscription email

b. To require the use of double-opt in to confirm subscriptions, set Need to Confirm to “Yes.”

c. To allow people who do not have an account with your store to subscribe to the newsletter,

set Allow Guest Subscriptions to “Yes.”

4. When complete, tap Save Config.

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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:

1. On the Admin sidebar, tap Marketing. Then under Communications, choose Newsletter

Template.

2. 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.

b. In the Template Subject field, describe the purpose of the newsletter.

c. In the Sender Name field , enter the name of the person who is to appear as the sender of

the newsletter.

d. In the Sender Email field, enter the email address of the newsletter sender.

e. 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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Template Information

Do not remove the unsubscribe link at the bottom of the template content. In some

jurisdictions, the link is required by law.

f. In the Template Styles field, enter any CSSdeclarations that are needed to format the

content.

g. Tap Preview Template to see how it looks. Then, make any changes that are needed.

3. 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

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.

3. Both the Queue Start and Queue End dates can be defined as a range. Use the Calendar to

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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To check for problems:

1. On the Admin menu, tap Reports.

2. Under Marketing, choose Newsletter Problem Reports.

Newsletter Problems Report

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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.

2. Find the subscriber in the list. Then, mark the checkbox in the first column.

3. Set the Action control to “Unsubscribe.” Then, tap Submit.

The status of the record changes to “Unsubscribed.”

Unsubscribe

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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.

2. Set the Export to control to one of the following:

lCSV

lXML

3. 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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To set up RSS feeds for your store:

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

2. In the upper-right corner, set Store View to the store view where you want the feeds to be

available.

3. In the panel on the left, under Catalog, choose RSS Feeds.

4. 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.”

6. Expand the Catalog section, set any, or all of the following feeds to “Enable.”

lNew Products

lSpecial Products

lCoupons/Discounts

lTop Level Category

Catalog

7. Expand the Order section. Then, set Customer Order Status Notification to “Enable.”

8. When complete, tap Save Config.

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CHAPTER 23: RSS Feeds

RSS FEED DESCRIPTION

Wish List 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.

Types of RSS Feeds

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CHAPTER 23: RSS Feeds

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.

lPredefined Variables

lCustom Variables

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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:

1. On the Admin sidebar, tap Marketing. Then under Communications, choose Email Templates.

2. Do one of the following:

lOpen an existing template.

lCreate a new template.

3. In the Template Content box, position the insertion point where you want the variable to

appear. Then, tap Insert Variable.

4. In the list of available variables, choose the one you want to insert into the template.

5. When complete, tap Save Template.

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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.

Custom Variables

To create a custom variable:

1. On the Admin sidebar, tap System. Then under Other Settings, choose Custom Variables.

2. Tap Add New Variable.

3. Enter an identifier in the Variable Code field. Use all lowercase characters, without spaces.

4. Enter a Variable Name, which is used for internal reference. Then, do one of the following:

lIn 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.

lIn 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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New Custom Variable

5. When complete, tap Save.

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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,

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.

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.

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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.

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.

{{block type="core/template" name="contactForm"

template="contacts/form.phtml"}}

“Contact Us” Template Tag

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.

{{block type="catalog/product_list" category_id="22"

template="catalog/product/list.phtml"}}

“Category Product List” Template Tag

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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.

{{widget type="catalog/product_widget_new"

display_type="new_products" products_count="10"

template="catalog/product/widget/new/content/new_grid.phtml"}}

“New Products Grid” Code

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.

{{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"}}

“Link to Product” Code

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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.

http://mystore.com/apparel/shoes/womens

http://mystore.com/apparel/shoes/womens.html

Full URL to Category Page

http://mystore.com/apparel/shoes/womens/nine-west-pump

http://mystore.com/apparel/shoes/womens/nine-west-pump.html

Full URL to Product Page

http://mystore.com/about-us

Full URL to CMS Page

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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.

http://mystore.com/apparel/shoes/womens

Store URL Markup Tag

Otherwise, type the first part of the Store URL markup tag, and paste the URL key or path that

you copied earlier.

{{store url='

Store URL Markup Tag with URL Key

2. 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

2. 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

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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.

VARIABLE MARKUP TAG

Email Footer

Template

Email Header

Template

Email Logo Image

Alt

Email Logo Image

URL

Email Logo Image

Height

Email Logo Image

Width

Template CSS {{var template_styles|raw}}

Email Template Variables

VARIABLE MARKUP TAG

Base Unsecure

URL

Base Secure

URL

General Contact

Name

General Contact

Store Contact Information Variables

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VARIABLE MARKUP TAG

Sales

Representative

Contact Name

Sales

Representative

Contact Email

Custom1

Contact Name

Custom1

Contact Email

Custom2

Contact Name

Custom2

Contact Email

Store Name {{config path="general/store_information/name"}}

Store Phone

Telephone

Store Hours {{config path="general/store_information/hours"}}

Country {{config path="general/store_information/country_id"}}

Region/State {{config path="general/store_information/region_id"}}

Zip/Postal Code {{config path="general/store_information/postcode"}}

City {{config path="general/store_information/city"}}

Street Address 1 {{config path="general/store_information/street_line1"}}

Street Address 2 {{config path="general/store_information/street_line2"}}

Store Contact

Address

Store Contact Information Variables (cont.)

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VARIABLE MARKUP TAG

Customer Account URL {{var this.getUrl($store, 'customer/account/')}}

Customer Email {{var customer.email}}

Customer Name {{var customer.name}}

New Account Template Variables

VARIABLE MARKUP TAG

Billing Address {{var formattedBillingAddress|raw}}

Email Order Note {{var order.getEmailCustomerNote()}}

Order ID {{var order.increment_id}}

Order Items Grid {{layout handle="sales_email_order_items"

order=$order area="frontend"}}

Payment Details {{var payment_html|raw}}

Shipping Address {{var formattedShippingAddress|raw}}

Shipping Description {{var order.getShippingDescription()}}

New Order Template Variables

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Notes

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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