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MAGENTO USER'S GUIDE

1. Purchase Order Credit Card Authorize net Credit Card Payflow Pro Paypal Express Your billing address will be ignored and you will be redirected to PayPal website Paypal Direct Paypal Standard 105 e The completed Order will display the shipping address information that Magento receives from PayPal Express PayPal Express does not send billing address information to Magento and this section will be empty The Payment information box will only contain the payment method PayPal Direct Setup e Enabled Select Yes for the this method to be listed in the Payment Information section of the checkout Select No for this method not to be listed e Title Enter the name of the payment method as it will appear in the Payment Information list e New Order Status Select the Order Status of all new Orders created using this payment method from the drop down The recommended status is Pending as this is intended to apply to Orders which have not had any actions performed on them however you can change this to whichever status you prefer e Payment Action PayPal Direct is an online payment method Therefore the credit card must be Authorized by the payment gateway when the order is submitted in order for it to complete However you can choose whether you want to Authorize Only or Authorize and Capture the payment simultaneously during the Order creation If you choose to Authorize and Capture an Invoice will automatic
2. Product Price aty Return to Sock Oty te Refund Subtotal Vax Acton Discount Arenas flow Total T 115 sered F 1 115 095 size Placed with an offline payment method 178 Refund Shipping In the order totals box is the Refund Shipping field The value entered here will be refunded from the shipping It will be prepopulated with total shipping amount in the order that is still available to be refunded This is equal to the full Shipping Amount from the order minus the Shipping Refund which is the amount that has already been refunded Like the quantity it can be reduced but not increased Adjustment Refund Below Refund Shipping is the Adjustment Refund field The value entered here will add to the total amount refunded as an additional refund so it will not apply to any particular aspect of the order shipping items or tax However the amount entered here cannot raise the Total Refund higher than the Paid Amount Adjustment Fee Below Adjustment Refund is the Adjustment Fee field The value entered here will subtract from the total amount refunded but will not be subtracted from any particular aspect of the order shipping items or tax Refund Totals Subtotal 41 50 Tax 3 43 Refund Shipping 6 19 Adjustment Refund 0 Adjustment Fee 10 Total Refund 44 93 Append Comments Email Copy of Credit Merno _ Refund Just as with an Order you will have the ability to notify the customer of the creation of a Credit Me
3. Ship to applicable countries Select which customers can use this shipping method All Allowed Countries means all customers from the default countries list can use this shipping method If you haven t already configured the default list it can be done by navigating to System gt Configuration clicking the General tab and selecting each country you wish to allow from the Allow countries menu If you want to further reduce the number of countries to which your customers will be allowed to ship Orders using this shipping method select Specific Countries This means that only customers whose shipping address includes one of the countries listed in the Ship to Specific countries list below can use this shipping method Ship to Specific countries This list is inactive unless Specific Countries is selected from the Ship to applicable countries list above It basically works as a filter so that this shipping method will only be listed for those customers whose shipping address is one of these selected countries Show method if not applicable This drop down only displays if you select Specific Countries from the Ship to applicable countries drop down above This is because USPS 88 selecting Specific Countries enables the countries filter and this method will not be applicable to any customer who is not from one of the selected countries Here you can determine whether or not the method will then be visible to them If it is it will displ
4. What is the best o comme ce POPULAR TAGS rm Al wohsion Megento Gp wie C OsCommerce C FonCert C PhoShop WRR Sign up fos our newstetter jee Ee Once you have created a few Landing Pages designate which one will be used as your home page and which one will be used for HTTP 404 errors Navigate to System gt Configuration and select Web from the left column In the Default web url field enter the relative path of the home page and select which Landing Page to use as the home page from the CMS Home Page drop down In the Default no route url field enter the relative path of the no route page This is the page that visitors will encounter when they attempt to view a page in your site that does not exist Select which which Landing PAge to use as the no route page from the CMS No Route Page drop down You can also determine whether or not Landing Pages will have the breadcrumb feature enabled from the Show breadcrumbs for CMS pages drop down Polls Polls are a powerful marketing tool and Magento makes it easy to find out your customers opinions on just about everything COMMUNITY POLL What is your favorite color Green C Red Black Magenta Vote 142 Polls are beneficial because they occupy a small amount of space on your pages and are likely to be answered by many people Poll results are immediately displayed after an answer is submitted as shown below COMMUNITY POLL What is your favorite colo
5. Select the Order Status of all new Orders created using this payment method from the drop down The recommended status is Pending as this is intended to apply to Orders which have not had any actions performed on them however you can change this to whichever status you prefer e payment from applicable countries Select which customers can use this payment method All Allowed Countries means all customers from the default countries list can use this payment method If you haven t already configured the default list it can be done by navigating to System gt Configuration clicking the General tab and selecting each country you wish to allow from the Allow countries menu If you want to further reduce the number of countries from which your customers will be allowed to use this payment method select Specific Countries This means that only customers whose billing address includes one of the countries listed in the Payment from Specific countries list below can use this payment method e payment from Specific countries This list is inactive unless Specific Countries is selected from the Payment from applicable countries list above It basically works as a filter so that this payment method will only be listed for those customers whose billing address is one of these selected countries e Sort Order If you are choosing to allow multiple payment methods this will determine in what order each method is listed in the front end e Account Inf
6. This list is inactive unless Specific Countries is selected from the Ship to applicable countries list above It basically works as a filter so that this shipping method will only be listed for those customers whose shipping address is one of these selected countries Show method if not applicable This drop down only displays if you select Specific Countries from the Ship to applicable countries drop down above This is because selecting Specific Countries enables the countries filter and this method will not be applicable to any customer who is not from one of the selected countries Here you can determine whether or not the method will then be visible to them If it is it will display with the message defined in the Displayed Error Message field above Sort Order If you are choosing to allow multiple shipping methods this will determine in what order each method is listed in the front end UPS Shipping Method United Parcel Service C UPS Ground 8 14 UPS Second Day Air 16 98 UPS Next Day Air 33 84 United States Postal Service C Bound Printed Matter 3 29 Library Mail 4 26 Media Mail 4 51 Priority Mail Flat Rate Envelope 4 60 Parcel Post 5 42 Priority Mail 7 75 Priority Mail Flat Rate Box 8 95 Express Mail Flat Rate Envelope 16 25 Express Mail PO to PO 37 60 Express Mail 40 00 Federal Express Ground 7 38 C Home Delivery 9 45 C Ex
7. then assigned directly to customers For more information about Taxes refer back to Chapter 4 Get Ready for Selling By default Magento comes with two Customer Groups NOT LOGGED IN and General NOT LOGGED IN is the default Customer Group for all customers who have not created an account such as those who have used Guest Checkout or Google Checkout if you have enabled those features which do not require creating an account in Magento General is the default Customer Group for newly registered customers although this can be changed in System gt Configuration as described earlier in the chapter Neither of these Customer Groups can be deleted and the Group Name for NOT LOGGED IN cannot be edited When you are finished click Save Customer Group and you can now assign this group to your customers Managing Customer Groups Assigning Customers to Customer Groups Now that you have set up all of your Customer Groups you can assign them to customers by navigating to Customer gt Manage Customers When customers first create an account they will be assigned to the Customer Group you designated in System gt Configuration as described earlier in the chapter To re assign the customer to a new Customer Group locate the customer and click the Edit button in the Action column Click the Account Information tab in the left column You can select a new Customer Group in the Customer Group drop down which lists all existing Customer Groups othe
8. By default Magento will include one Customer Tax Class Retail Customer This Tax Class will be assigned to the two default Customer Groups General and Not Logged In You will learn how to change the Tax Class associated to these Customer Groups create new Customer Groups and associate Customer Groups to Customers in Chapter 6 Customers If you have different Tax Rules that will apply to Wholesale customers you will want to create a new Customer Tax Class To define the Customer Tax Classes navigate to Sales gt Tax gt Customer Tax Classes Click Add New in the top right of the page Enter the Class Name in this case Wholesale Customer BW D Click Save Class Product Tax Classes Product Tax Classes are associated to Products By default Magento will include one Product Tax Class Taxable Goods If you have different Tax Rules that will apply to Apparel you will want to create a new Product Tax Class You can configure all new products to default to your preferred Product Tax Class by navigating to System gt Configuration selecting the Catalog tab and choosing that Product Tax Class from the Default Tax Class drop down To define the Product Tax Classes navigate to Sales gt Tax gt Product Tax Classes Click Add New in the top right of the page Enter the Class Name in this case Apparel Plow o Click Save Class lae MNE ELA Apparel Shipping Taxable Goods Note If you wish to charge tax on shipping you
9. This is a summary of the customer s information including the most recent time and date the customer logged in whether the customer is online currently the time and date the account was created the store in which the account was created the Customer Group Primary Billing Address a summary of lifetime purchase information grouped by store a list of all Recent Orders and the items currently in the Shopping Cart and Wishlist Santos L Halper Back Last Logged In Apr 16 2008 9 22 11 Pm Online Primary Billing Address Account Created on Apr 16 2008 9 13 18 PM Santos L Haiper ccount Created in Admin 742 Evergreen Terrace Customer Group General Springfield United States T 555 3223 Sales Statistics Website Store Store View Lifetime Sales Average Sale Main Website Store A changed Eng sh 89 00 89 00 All Store Views 89 00 89 00 Order Purchased ot Ship to First name Ship to Lest nama Grand Total Bought From 100000077 Aor 16 2008 9 24 42 Pm Santos L Halper 89 00 Main Website Reorder Store A changed English Shopping Cart D items s Wishlist titem s Product D Product Name Added From Bato Added Bays m VWistiist 24 Dog House Main Website Apr 17 2008 0 Store A changed Account Information This includes the general contact information and has the same functionality as when originally creating and account from the admin It will also list the Website and Store View in which the account was c
10. i Tess tap 16 for uNGUDSCrbe link F elbow Pas A to UNGUDSCNDE a Prete ivar subscriber ger Unsutscaphonlnhd if ivar subs cnb e ge MoudscrpbenLichh ipa e Template Name This is for internal purposes to help you differentiate between templates e Template Subject This is the subject of the email that will be sent to your customers for a newsletter using this template e Sender Name This is the name of the sender of the email that will be sent to your customers for a newsletter using this template e Sender Email This is the email address of the sender of the email that will be sent to your customers for a newsletter using this template e Template Content This is the body of your email It can be written in HTML format If you want to include a static block into the email use the code block type cms block block_id block id You can read more about Static Blocks later in the chapter All new templates will automatically be populated with an unsubscribe link in the Content field however you can choose to remove this link if you wish If you click Convert to Plain Text you can see the content of your email without the HTML tags You can then click Return HTML Version to add the tags back again This is a good way to check the text without having to sort through HTML tags which can be confusing e To view the content with the HTML tags formatted as your subscribers will see it click Preview Template e When you are
11. o P PayPal Magento is configured to support Tender type C e URL This is the URL to which the Order information will be sent By default it is populated with https pilot payflowpro verisign com transaction This is the URL for the test site Before you take your site live you will want to make sure you remove pilot from this URL e New Order Status Select the Order Status of all new Orders created using this payment method from the drop down The recommended status is Pending as this is intended to apply to Orders which have not had any actions performed on them however you can change this to whichever status you prefer e Partner This value is provided when you sign up for your PayflowPro account e Password This value is provided when you sign up for your PayflowPro account e Debug If you select Yes all requests between Magento and PayflowPro will be saved in the Magento database e Credit Card Types Select the options which will appear in the Credit Card Type drop down on the front end e Credit Card Verification Select whether or not the customer will be required to enter their Credit Card Verification number during checkout e payment from applicable countries Select which customers can use this payment method All Allowed Countries means all customers from the default countries list can use this payment method If you haven t already configured the default list it can be done by navigating to System gt Co
12. the product s to which they applied this Tag and the product SKU Clicking a customer will redirect you to that customer s account page in the admin Once a Tag has been approved it will display on the front end for all products to which it has been applied It no longer needs to be approved each time it is added to a new product or added by a different customer It will automatically display on the front end above the Add Your Tags field with the number of times this Tag has been applied to this product in parentheses 190 Product Tags Other people marked this product with these tags comfy 1 modern 1 stylish 1 Add Your Tags Use spaces to separate tags Use single quotes for phrases Clicking on the Tag will produce a list of all products that have the same Tag applied to them Additionally a Popular Tags block will appear in the left column of your site listing the most commonly used approved Tags in a cloud Clicking a Tag here will also produce a list of all products that have the same Tag applied to them POPULAR TAGS beautiful classic comfy dependable modern sleek state of the art sturdy Stylish user friendly View All Tags Although Approved and Disabled Tags no longer appear in the Pending Tags queue they can still be edited Simply navigate to Catalog gt Tags gt All Tags You can make the same individual or batch updates that are possible in the Pending Tags queue Email
13. tool Cs 6 Colors taps 12000 y dog rosie 6 Jaimes 250 00 20 Analytics Magento offers integration of Google Analytics which tracks information about your customers experiences in your site Once you create a Google Analytics account navigate to System gt Configuration and click the Google API tab in the left column In the Google Analytics box select to Enable the feature and then enter your Account number which will be provided to you by Google Analytics When you are finished click Save Config and the tracker code will be inserted into each page of your site Google Analytics Enable Yes H Account number 167 Chapter 8 Managing Orders Overview of Order Functionality Creating Orders With Magento you have the ability to create an Order in the administrative interface just like your customer does in the front end This is useful if you have a call center with operators taking orders directly for your customers because the process is not much different from the one your customers experience You have all the same abilities that your customers have when creating an Order in your webstore including the ability to move products between the shopping cart wishlist last ordered items list products in compare list recently viewed products and recently compared products Terminology In addition to creating Orders there are many features in the Magento admin for Order fulfillment and management fr
14. Default Shipping Address Last Name Commerce Zip Postal Code 90064 Santos L Halper o 742 Evergreen Terrace State Province Califomia x eld Please select a Street Address 11832 W Pico Blvd Default Billing Address C Default Shipping Address Telephone 310 954 8012 When you are finished click Save Customer Once a customer has been created you will have access to several additional tabs in the left column There is more information later in the chapter about the features offered in these tabs Customer Groups For each customer who has an account in your store you have the option to configure a Customer Group Customer Groups are a means to apply other features in Magento to groups of customers all at once This is useful in many areas from allowing certain customers to use Catalog and Shopping Cart Price Rules to assigning Customer Tax Classes Creating Customer Groups To create Customer Groups navigate to Customers gt Customer Groups and click Add New Customer Group in the top right of the page e Group Name Enter the name of the Customer Group as if will appear throughout the admin e Tax class Each Customer Group will have one Customer Tax Class assigned to it Select that tax class from this drop down which will list all existing tax classes you ve created in Sales gt Tax gt Customer Tax Classes Tax classes are not assigned directly to customers but rather to Customer Groups which are 154
15. Fued Opton Naw Pre 5 Fred zj Button Count Attribute Name Button Count Opton Three Price Fred x Optor Four Price 10 Fixed zj r 0 Name Attrib Set Kame sxu Pree inventory Color Button Count Action am zl Frome xj zj To p a Black Sut Jacket Sult Jacket black_jacket_1 293 98 in Stock Black Three Egit v Black Suit Jacket black_jacket_2 309 99 in Stock Black Four Egit p ia Suit Jacket ravey_jacket_t 304 99 In Stock Navy Three Edit p Navy Sun Jacket Sut Jacket nawy jacka 314 99 In Stock Navy Four Egit If you have not already created all of the Simple Products you wish to associate to this Configurable Product you will have the option to create Simple Products in this tab Above the list of configurable attributes is the Create Simple Associated Product section This contains a button called Create Empty Clicking this button will generate a pop up window identical to the New Product page All of the fields are empty hence the name of the button and you will be required to enter values for all configurable attributes so that this Simple Product can be associated to the Configurable Product When you click Save Magento will create a Simple Product associated to the same Attribute Set as the Configurable product and Magento will automatically associate the Simple Product to the Configurable Product you will see this update in the product list at the bottom of the Associated Products tab In the front end it will loo
16. Gift Message Use config j ictosauy Name The product name as it will appear in the front end Description The product s description It will display in the main section of the product page Short Description Short description is specific to this design package This description will display at the top of the product page and in category listings in List view 38 SKU The products SKU Magento uses SKU as a unique identifier for this product across all stores and websites SKU is global meaning if you update the SKU for a product in one store it will update in all other stores as well Weight The product s weight usually used for shipping calculations Set Product as New from to Date In these fields enter the date range in which the product will be promoted as a new product For more information about this promotion feature refer to Chapter 5 Promotions Marketing and Content Pages Status Two available Enabled Disabled Enabled displays normally in the front end and Disabled doesn t display in the front end URL key The Search Engine Friendly URL Identifier adds a relative URL path which can be entered in place of the standard Target Path It is Search Engine Friendly because it can use the name of the product instead of the ID For more information about URL Keys refer to the section about URL Rewrites If you leave this field blank it will automatically generate with the name of t
17. Google Checkout in your store please be aware of these limitations 1 Your website must be serving pages on standard ports 80 and or 443 2 If you have PHP CGI setup you will need to have mod_rewrite enabled Google Checkout uses HTTP authorization for callbacks CGI processes do not receive headers from Apache so a hack in htaccess utilizing mod_rewrite was implemented to pass the authorization as an environment variable 3 Ifyou enable Carrier Calculated shipping rates your packages will be limited to 150lb total USPS further limits this to 7Olb Integrating Magento using Google Checkout seller account The first step to integrating Google Checkout with Magento is to configure your settings in the Google Checkout seller account The configuration settings are located in the Settings tab with links to each page in the left column The following pages contain the most relevant configuration settings for Magento integration If you don t already have a Google Checkout seller account you can click the link in the Google API tab in Magento System gt Configuration e Profile Enter your business information as it will appear to your customer in the Google Checkout interface including your address Business Name email address relevant URLs and policies When you are finished click Save profile at the bottom of the page e Preferences 111 o When an order is placed your customer s credit card will automatically be autho
18. However this message will only display if the shipping method displays This can be set in the Show method if not applicable drop down below e Ship to applicable countries Select which customers can use this shipping method All Allowed Countries means all customers from the default countries list can use this shipping method If you haven t already configured the default list it can be done by navigating to System gt Configuration clicking the General tab and selecting each country you wish to allow from the Allow countries menu If you want to further reduce the number of countries to which your customers will be allowed to ship Orders using this shipping method select Specific Countries This means that only customers whose shipping address includes one of the countries listed in the Ship to Specific countries list below can use this shipping method e Ship to Specific countries This list is inactive unless Specific Countries is selected from the Ship to applicable countries list above It basically works as a filter so that this shipping method will only be listed for those customers whose shipping address is one of these selected countries e Show method if not applicable This drop down only displays if you select Specific Countries from the Ship to applicable countries drop down above This is because selecting Specific Countries enables the countries filter and this method will not be applicable to any customer who is not from o
19. Information Completed Shipments will have a Send Tracking Information button at the top of the page If you add or edit Tracking Information to the Shipment you can click this button in order to notify the customer of the changes This will send an email in the format of the Shipment Email Template Print You have the option to print a packing slip for this Shipment using the Print button This will open a pdf file containing all the Shipment 177 information At the top of the packing slip will display a custom image and address These can be configured by navigating to System gt Configuration clicking the Sales tab in the left column and opening the Invoice and Packing Slip Design section Invoices packing slips and Credit Memos will use the same image and address The image will automatically resize to fit the dimensions 200x50 e Comments Shipment Comments can also be added to completed Shipments If you choose to notify the customer when adding comments the email notification configuration is located in the same Configuration page as above in the Shipment Comments section Credit Memo Options Create New Once you have created at least one Invoice you can create a Credit Memo for an order by clicking the Credit Memo button at the top of the Order page The button will only appear if at least one Invoice has been created This will take you to the the New Credit Memo page A New Credit Memo page looks very similar to the co
20. Shipping to multiple addresses If you select No your customers can only enter one shipping address per Order where all the items in the Order will be shipped If you select Yes your customers will have the option to ship to multiple addresses A link entitled Checkout with Multiple Addresses will appear in the shopping cart below the regular Proceed to Checkout button In order to use this checkout method your customers must have a registered account even if you have chosen to allow guest checkout From this checkout page each unit of each item will be divided up Your customers can quantity to any product in the list delete any product and choose a different address for each as well or add a new address if they don t have the correct one saved in their address book yet Ship to Multiple Addresses cay OR CN Clogs Beach Garden Clog 2 Magento Commerce 11832 W Pico Bid Los Angeles Caldonia 90064 Unites 6 Gender Mens Shoo Size 9 The Only Chitdeen Paistey T Shirt 1 Magento Commerce 11832 W Pico Blvd Los Angeles Calfomia 90064 Unite il Size Modum CN Clogs BeachGarden Clog 1 Professor Peter Van Nostrand 129 W 81st St Apt 8 New York New York000 Sf id Gender Mers Shoe Size 9 The Only Children Paisley T Shirt 4 Professor Peter Van Nostrand 129 W 8tst St Apt 5B New York New York 000 Size Meum 79 Update The shipping method can be different for each address as well Shipping i
21. Step 3 9 Success You ve completed a Magento installation You can now visit the administration backend and begin configuring your new online store Default Install This section covers the default installation process for Magento If you have downloaded one of the standard release distributions from magentocommerce com follow this guide to complete the installation Installation 1 Download the zip or tar gz file from the Magento website and decompress it 2 Upload the Magento web files to your web server via FTP 3 Create a MySQL database and user password for Magento This step varies by hosting provider and is out of the scope of this document Consult your provider s support documentation for instructions on how to do this 4 Ensure that the directories app etc var and media are writable by the web server To do so navigate to the directory with your FTP client Then locate the function Change Permissions or Change Mode in your FTP client and select it Once you find the function you must set the permissions so the web server can write to this file There are two typical ways of representing file permissions in Linux As a number eg 755 As a series of permissions categorized into user group and other If your FTP client uses the first representation set the permissions on each directory to be 777 or 0777 If your FTP client uses the second representation set the permissions as shown in the image
22. System gt Configuration and select the System tab in the left column In the Currency section there is a list of Installed Currencies This list contains many obsolete 20th century currencies in addition to the current ones By default only current currencies will be selected and therefore only those currencies will display in the Allowed currencies list However you have the option to select the obsolete currencies and add them to the Allowed currencies list The Installed Currencies list therefore acts like a filter so that the Allowed currencies list is not cluttered with obsolete currencies that most store owners will not use If you select more than one currency from the Allowed currencies list and define currency rates which will be covered below a Select Your Currency drop down will appear on the category and product pages on the front end through which your customers can choose their preferred currency method Select Your Currency Canadian Dollar CAD Chinese Yuan Renminbi CN Euro EUR Japanese Yen JPY Mexican Peso MXN US Dollar USD Ukrainian Hryvnia UAH e Default display currency This is the currency that will be selected on the front end when your customers first arrive to your website before changing it in the Select Your Currency drop down If you are only allowing one currency in your site this will be the same as the allowed currency If you are allowing multiple currencies in your site
23. The scope can be defined in the Show Report for drop down at the top of the page There will be one line for each Period A Period can be a Day Month or Year and is defined in the Show by drop down at the top of the page The number of periods in the report depends on the date range designated at the top of the page Each Period will further be divided by the Shipping Carrier Method For each Carrier Method you can see the total number of Orders placed using that Carrier Method and the total amount of shipping charged using that Carrier Method There will also be a row that totals the amounts of all Periods displayed in the report Total invoiced This report summarizes Invoice information for the designated scope and period of time The scope can be defined in the Show Report for drop down at the top of the page There will be one line for each Period A Period can be a Day Month or Year and is defined in the Show by drop down at the top of the page The number of periods in the report depends on the date range designated at the top of the page For each Period you can see the total number of Orders placed that have Invoices associated to them and the total monetary amount invoiced including how much of this amount was captured and how much was not There will also be a row that totals the amounts of all Periods displayed in the report Total refunded This report summarizes Credit Memo information for the designated scope and period of
24. The scope can be defined in the Show Report for drop down at the top of the page There will be one line for each Period A Period can be a Day Month or Year and is defined in the Show by drop down at the top of the page The number of periods in the report depends on the date range designated at the top of the page Each Period will further be divided by the product name For each product name you can see the product price and total number of times a customer has navigated to that product s page There will also be a row that totals the amounts of all Periods displayed in the report 163 Low stock This report lists all products in your store including the SKU and remaining quantity in stock The products are listed from lowest quantity to highest quantity Customers New Accounts This report summarizes new customer accounts the designated scope and period of time The scope can be defined in the Show Report for drop down at the top of the page There will be one line for each Period A Period can be a Day Month or Year and is defined in the Show by drop down at the top of the page The number of periods in the report depends on the date range designated at the top of the page For each Period you can see the total number of new customer accounts created There will also be a row that totals the amounts of all Periods displayed in the report New Accounts Customers by orders total This report summarizes customer order informa
25. These will likely be more specific for individual products and therefore will not necessarily be included in every Attribute set For example if you were to create an attribute for color with values of blue green yellow etc you may want to apply this attribute to an Attribute Set for shirts which you sell in various colors but you probably would not include it in an Attribute Set for DVDs for which color is not really an applicable attribute To create a Simple Attribute navigate to Catalog gt Attributes gt Manage Attributes and click Add New Attribute in the top right of the page Properties Attribute Properties Attribute Identifier This is the name of the attribute used by the system It will appear in the Attributes list in the Attribute Code column and it will be used when 27 managing Attribute Sets however it will not appear on the Front end Each attribute you create must have a unique Attribute Identifier and this value cannot contain spaces Scope This drop down determines the level at which the values of this attribute are shared When creating a product you will be able to see the Scope to the right of each attribute You can choose to make any attribute shared Globally at the Website Level or at the Store View Level Global means that the value of this attribute for a given product must be the same throughout your site Website means that the value of this attribute for a given product can differ in differe
26. This is the SEF URL that you can edit It will be automatically generated with the name that you specified for the category or product when it was created If it is a product it may also include the associated category or a suffix such as html if you have enabled those features in the Catalog Configuration refer back to the beginning of this chapter for more information about this However you can edit this to whatever format you desire This is the same field that you see in an individual product or category page called URL key To find this field navigate to Catalog gt Manage Products Categories and edit the desired product category Whether you choose to edit the value in the URL Rewrite Management page or the individual product category page it makes no difference Note The Request Path must be unique for each rewrite Redirect If you select Yes the URL will switch to the Target Path when the Request Path is entered in the address bar If you select No the URL will remain in the format of the Request Path Description This is for internal purposes When you have completed making edits click Save Url Creating URL Rewrites You can also create New Url Rewrites Because Category and Product pages automatically generate a rewrite when they are created this is most useful for adding multiple Request Paths that point to the same Target Path Additionally you can create rewrites that point to CMS landing pages such as a FAQ p
27. You can find them in you Google Checkout seller account in Settings gt Integration on the right side of the page under Account Information Checkout Image Style This controls the style of the Google Checkout button There are three sizes small medium and large and a transparent and white version for each depending on the background of your site Location This selection depends on which type of seller account you have set up with Google Select United States if you have a U S account and United Kingdom if you have a U K account These are the only countries supported by Google Checkout at this time New order status The selection here will determine the order status of all new orders created using Google Checkout Continue Shopping URL When the customer has finished placing their order in Google Checkout and clicks the Return to Business Name button they will be redirected to this URL tcan be a URL part of CMS page product or category such as thank you for shopping apparel specials tcan be any other URL such as http www google com fitis left blank they will automatically be redirected to your home page Hide Cart Contents During Checkout This will hide the cart contents if your customer is in the Google Checkout page and clicks the browser Back button to return to the Magento Shopping Cart page e Shipping Settings There are three options with which you can configure shipping in Google Checkout
28. add a link to an rss feed to your wishlist This checkbox will only appear if the Wishlist RSS is enabled If it is checked the Share Wishlist email that is sent will include a link so that your customers friends can subscribe to feeds of your customers Wishlists allowing your customers friends to stay current with great gift ideas Share Your Wishlist Sharing Information Email addresses separated by commas chemth example com Message Hey Cherith Remember when you said you d buy me a computer if I drove you to the airport that one time Well this computer is pretty cool 50 you know I m just saying You can subscribe to the RSS feed to see if add any other cool gifts to my Wishlist Your Friend Professor Van Nostrand W Check this checkbox if you want to add a link to an rss feed to your wishlist The third location is in the Order page of the My Account section First however you must select Enable in the Customer Order Status Notification drop down in the Configuration page This will create a Subscribe to Order Status link at the top of the page of every Order that your customer has placed They must enter the My Account page and click on an individual Order in order to access this feed link When a customer signs up for this feed they will only be receiving order status updates for the Order from which they accessed the link This way they have the option to keep track only of the Orders in which they are in
29. also at the top of the customers list i Seisi Yorker sieci Vener Deere seeded Order 4 re cheeeed tran store Purchased On DA to Hema Stup to Mame GT Geen G1 Pe gers wy i x From A Freer Frome nots To sd To to e Cancel This will cancel the selected Orders when you press Submit If a selected Order can no longer be canceled this Order will not be affected by this Action e Hold When you press Submit this will set the Order status of all selected Orders to On Hold If a selected Order is already On Hold this Order will not be affected by this Action e Unhold When you press Submit this will set the Order status of all selected Orders back to the status they held prior to being put On Hold If a selected Order is not currently On Hold this Order will not be affected by this action e Print Invoices When you press Submit this will open a pdf file containing all the Invoice information for all Invoices associated to all selected Orders You can also make batch prints of Invoices by navigating to Sales gt Invoices e Print Packingslips When you press Submit this will open a pdf file containing all the Shipment information for all Shipments associated to all selected Orders You can also make batch prints of packing slips by navigating to Sales gt Shipments e Print Credit Memos When you press Submit this will open a pdf file containing all the Credit Memo information for all Credit Memos associated
30. attributes may have text fields others may have drop down menus while still others may have multiple select menus and so on Therefore unlike the Quick Search the Advanced Search will only search the attributes for which search criteria has been entered by the customer if your customer enters search criteria in the color field but not in the size field the Advanced Search will only search within the color attribute Within a given attribute the query will locate occurrences of the characters similar to the manner in which the Quick Search works however this is only for text fields Drop downs multiple select menus and other Input Types will search for an exact match since the available search options are already presented to the customer As a result of the multiple search fields there are no Search Terms which save to admin 147 Chapter 6 Customers Default Customer Options Before creating customer accounts or allowing your customers to create their own accounts it is important for you to configure your customer settings To do so navigate to System gt Configuration and select the Customer Configuration tab in the left column Account Sharing Options Share Customer Accounts When a customer creates an account in a given Store View that account will be shared with every Store View in the same Website if you select Per Website If you select Global that account will be shared will be shared with every store view in ever
31. convenience Already registered Please log in below C Checkout as Guest Register Email Address Sister and save time Register with us for future convenience Password e Fast and easy check out Easy access to your order history and status Required Fields Continue Forgot your password Login In Admin To create a new customer account in the admin navigate the Customers gt Manage Customers and click Add New Customer in the top right of the page This is the same process that your customers will go through on the front end with some small differences Account Information e Create In This is the Website in which this account will be created You can also choose to create it in the Admin If you have configured customer accounts to share Per Website this will affect in which Websites your customers will have accounts If customer accounts are shared Globally this has little effect e Customer Group You have the option to select the Customer Group to which this customer will be assigned Customers who create an account on the front end will automatically be assigned to the Customer Group designated in System gt Configuration as described above There is more information about Customer Groups below e Send welcome email By checking this checkbox you can choose to send a new account email to the customer This is the email you designated in System gt Configuration as described above Customers who c
32. different states you can specify the state using this drop down By default an asterisk will be selected in the drop down This means the this Tax Rate will apply to all customers from the given country regardless of the state For most countries the drop down will be inactive so that you will not be able to specify a state There are six countries Austria Canada Germany Spain Switzerland and United States which have options that can be selected from this drop down If you already created a Tax Rate for the United States with an asterisk for the state this will be the standard Tax Rate for the United States and will apply to all customers whose shipping address is the United States However you can now create a new Tax Rate and select California as the state Now all orders with a United States shipping country will use the standard Tax Rate unless the shipping state is California in which case it will use the specific Tax Rate You can create a Tax Rate for each state that differs from the standard United States Tax Rate e Zip Post Code If the country or state has different tax rates in different zip codes you can enter a zip code in this field Note You can specify a zip code even if you have not specified a state By default this field will contain an asterisk This means that this Tax Rate will apply to all customers from the given country or state regardless of the zip code Therefore this will be the standard Tax Rat
33. directly below GQ ESTIMATE SHIPPING AND TAX Enter your destination to get a shipping estimate Country United States xi State Province California zi City Los Angeles Zip Postal Code 90064 Get a Quote DHL Express 46 90 Next Afternoon 40 57 Second Day Service 21 02 Ground 6 58 Flat Rate Fixed 10 00 Update Total 67 Your customers can then click the Update Total button and the selected shipping rate along with the tax if applicable will add to the checkout totals in the bottom right corner Your customers can change shipping rates at any time and refresh the checkout totals by clicking the Update Total button again The checkout totals includes the Subtotal Discount Shipping Tax and Grand Total Subtotal 550 00 Discount save10 55 00 Shipping amp Handling 6 58 DHL Ground Tax 45 92 Grand Total 547 50 Proceed to Checkout Check out i The safer easier way to pay Fast checkout through Google You can configure the order of these amounts by navigating to System gt Configuration clicking on the Sales tab in the left column and entering the sort orders in the Checkout totals sort order section The tax will vary depending on the tax settings you specify Navigate to System gt Configuration and click on the Sales tab in the left column Here you can designate whether to Apply Tax after Discount If you select Yes the tax will calcula
34. does not have a value for an attribute which another product in the Compare page contains it will simply be left blank Within this page your customers will also have the ability to add products to the Wishlist or cart Additionally like the Wishlist you will have the ability to access the Products in Compare List during admin Order creation in order to move products into the Order Note Only Simple Products can be added to the Compare Products list 120 Barcelona Bamboo New England Platform Bed Cottage Oakwood ars 3 Bed 99 00 145 00 Add to My Wishlist Add to My Wishlist Dimensions 84 width x 86 length 82 width x 88 length Material Bamboo Oak Size King King Mattress Elevation 42 18 99 00 145 00 Add to Wishlist Add to Wishlist Recently Viewed Compared Products When a customer removes an item from the Compare Products list Magento continues to keep track of the item so that your customers can easily find it if they decide to purchase it later on Also in the right column towards the bottom of the page is the Recently Compared Products list It contains a link to the page of each product which has recently been removed from the Compare Products list There is also a Recently Viewed Products list which works the same way and lists all products for which your customers have recently viewed the pages Both of these can also be accessed in the admin during admin Order creation just like the features above
35. doesn t prohibit you from upgrading when a new version of Magento is released Extensions can be installed from the admin panel or downloaded from Magento Connect These processes will both be covered later in the book but let s look at the three types of extensions There are three types of extensions and they will reside in one of the two locations described above There are 3 main types of Extensions Modules A module is an extension which extends the features and functionality of Magento You are probably familiar with the idea of modules from other software but if not some concrete examples of modules would be additional payment gateway integrations or a featured items promotional tool Store Store Store A A A Interface Collection of themes Theme Combination of files that create the visual output as well as frontend functionality Theme Theme Theme IV Layouts Defines block structure Templates l PHTML containing X HTML and PHP logic tags Skins CSS images Javascript Interface An interface is a collection of themes that determines the visual output and frontend functionalities of your store An interface can be assigned on either the website level store level or website and store level through the admin panel We will cover assigning interfaces later in the book for now let s take a look at the components of a theme Themes A theme is any combination of layout template and or skin file s that crea
36. going to capture the payment through Magento at a later date You will not be able to create a Credit Memo until the payment has been captured using the Capture button Invoice Totals Subtotal 41 50 Tax 3 43 Shipping amp Handling 6 19 Grand Total 51 12 Apps Capture Offline EmaiNot Capture Submit Invoice Placed with an online payment method Just as with an Order you will have the ability to notify the customer of the creation of an Invoice by checking the Email Copy of Invoice checkbox and add comments to the Invoice in the Invoice Comments field If you have done both you can choose to include the Invoice Comments in the Invoice notification email by checking the Append Comments checkbox You can configure the Invoice email by navigating to System gt Configuration and clicking the Sales Emails tab in the left column In the Invoice Email Sender drop down select the address from which the Invoice email will be sent For more information on how to configure these email addresses refer back to Chapter 6 In the Invoice Email Template drop down select the template which the Invoice email will use For more information on how to configure these templates refer back to Chapter 6 In the Send Invoice Email Copy To field you can enter an email address which will receive a copy of the Invoice email each time one is sent The status of the Invoice email will display in the completed Invoice either sent or not
37. half the rate defined in second or third scenarios which is a quarter the rate defined in the first scenario Create a new Tax Rule Select Wholesale Customer in the Customer Tax Class drop down Apparel in the Product Tax Class drop down and Rate 3 which is a quarter the amount of Rate 1 in the Tax Rate drop down Now whenever a Wholesale Customer purchases an Apparel product they will be taxed the rate defined in Rate 3 Customers in the 90064 zip code will be charged 2 25 of the item price Customers in the rest of the state of California will be charged 2 of the item price 78 Tax Rule Information Customer Tax Class Wholesale Customer x Product Tax Class Apparel Tax Rate Shipping Options Shipping Settings Configure the Shipping Settings by navigating to System gt Configuration and selecting the Shipping Settings tab in the left column Origin Enter the Country Region State ZIP Postal Code and City from where the shipments will be sent i e the location of your company and or warehouse This value will be one half of the equation used to calculate the shipping rates for the external shipping gateways UPS USPS FedEx and DHL The customer s shipping address will be the other half of the equation Additionally if you choose to calculate the tax in an Order based on the Shipping origin which you can configure in the Sales tab Magento will use the address from these Origin fields Options e Allow
38. in the admin For each Store View you can specify a different name for this attribute This is useful if you manage multiple Store Views with different languages For example in the Admin field type Color in the UK Store View field type Colour in the French Store View field type Couleur If you leave the field blank for any of the Store Views the Admin Label will be used Manage Options This section will only appear if the Input Type is Dropdown or Multiple Select In order to have a drop down or multiple select menu in the product page you must have predetermined values to populate these menus This is where the values for these menus are predetermined This works very similar to the Manage Titles section above For each value you wish to create click Add Option You can enter an unlimited number of values For each value you must enter a name in the Admin field and you have the option to enter a different name for each Store view For example create two options For the first option enter Green in the Admin field leave the UK Store View field blank because it uses the same name enter Vert in the French Store View field For the second option enter Blue in the Admin field leave the UK Store View field blank enter Bleu in the French Store View field You will also have the option to select the position and which value s is the default Enter a numerical value in the Position field and this will determine the sort order of the value
39. is more information about this in the Products section later in this chapter Product Alerts Run Settings This determines the frequency with which Magento checks both product prices and stock status for changes so that your subscribed customers can be alerted Frequency Designate whether you want Magento to check for updates Daily Weekly or Monthly Start Time Select the time of day in 24 hour mode at which you wish Magento to check for updates Error Email Recipient Enter the email address to which emails will be sent in case an error occurs during the check for updates Error Email Sender Select the address from which the error notification email will be sent Error Email Template Select the template which the error notification email will use Product Image Placeholders This is discussed in more detail later in this chapter under Products Recently Viewed Compared Products This is discussed in more detail in Chapter 5 Promotions Marketing and Content Pages under Customer Personalization Price You can determine the level at which prices are shared in the Catalog Price Scope drop down If you select Global prices will be shared across all websites If you select Website prices can differ between websites although they will still be shared between store views contained in the same website The price here affects several different areas in Magento For example this includes product prices base currenc
40. it can be changed e Sender Email This will automatically populate from the template you selected however it can be changed e Message This will automatically populate from the template you selected however it can be changed e Click Save Newsletter You will automatically be taken to Newsletter gt Newsletter Queue This lists all currently queued newsletters From this page you will be able to see the which newsletters have an have not been sent Magento will batch a newsletter if there are a large amount of recipients For example if you have 1000 recipients Magento may send 100 emails every 15 minutes Because of this you can see which emails are in progress how many recipients have currently received the newsletter and the time than the newsletter finished sending Newsletter Subscribers To view a list of all current and former subscribers to your newsletter navigate to Newsletter gt Newsletter Subscriber You can view all of their information as well as the Store View from which they subscribed to the newsletter As mentioned in the previous section you can send different newsletters to subscribers from different Store Views In the Type column a subscriber can be either a Customer or a Guest Customers have several options to sign up for the newsletter There is a checkbox present when creating an account as well as a checkbox in their My Account page All visitors have the option to sign up by entering their email addre
41. may want to create a Product Tax Class that will be used solely to configure the shipping tax Magento approaches shipping as another item in the Order so it must be associated to a Product Tax Class You can associate it to one of the same Tax Classes that you use for your products or create a separate one that is unique for shipping tax This can be done by navigating to System gt Configuration clicking the Sales tab and selecting the Tax Class from the Tax Class for Shipping drop down If you select None shipping will not be taxed If do you choose to tax shipping the rates will be calculated based on your Tax Rules just as with any item in an Order Tax Rules Now that you have established Your Tax Rates and Classes you are ready to define your Tax Rules If you need to have different tax rates for your different combinations of Customer Tax Classes and Product Tax Classes you can define a Tax Rule for each scenario Let s first 77 define the most common scenario Retail Customers purchasing Taxable Goods This is what Rate 1 is designated for Navigate to Sales gt Tax gt Manage Tax Rules Click Add New Tax Rule in the top right of the page Select the Customer Tax Class from the drop down in this case Retail Customer Select the Product Tax Class in this case Taxable Goods Select the Tax Rate in this case Rate 1 Click Save Rule ONS ON Ree Ne a Now whenever a Retail Customer purchases a Taxable Goods pro
42. numbers to the Shipment which will simultaneously be created upon completion of the Invoice The Shipment will include the same products as the Invoice e Amount If the Order s payment is an online method such as through Authorize net there will be a drop down in the order totals box called Amount There are three options available o Capture Online When the Invoice is submitted the system will capture the payment through the third party payment gateway You will have the ability to create a Credit Memo or Void the Invoice o Capture Offline When the Invoice is submitted the system will not capture the payment It will be assumed that the payment is going to be captured directly through the gateway and you will no longer have the option to capture this payment through Magento You will have the ability to create a Credit Memo but you will not have the option to Void the Invoice even though the Order used an online payment the Invoice is essentially an offline Invoice o Not Capture When the Invoice is submitted the system will not capture the payment However it will be assumed that you will capture the payment through Magneto at a later date Therefore there will be a Capture button in the completed Invoice Before capturing you will be able to cancel the Invoice and after capturing you will be able to Credit Memo and Void the Invoice Note Do not select Not Capture from the drop down unless you are certain that you are
43. offline and one will be online Similar to capturing an Invoice this will capture the refund Refund Offline The systems assumes that the refund will be captured directly through Google Checkout without involving Magento Refund The system will capture the refund through Google Checkout There is more information about Magento integration with Google Checkout including integration of Invoices Shipments and Credit Memos in Chapter 4 Get Ready for Selling Refund Totals Subtotal 41 50 Tax 3 43 Refund Shipping 6 19 Adjustment Refund 0 Adjustment Fee 10 Total Refund 44 93 Append Comments P Email Copy of Credit Memo 7 Refund Offline Refund Placed with Google Checkout Completed Credit Memos When a Credit Memo is completed it can be accessed in two locations In an Order page there is a Credit Memo tab which contains a list of all Credit Memos associated to that Order If you navigate to Sales gt Credit Memos you can view a list of all Credit Memos associated to all Orders There are several features available for completed Credit Memos Print You have the option to print a copy of this Credit Memo using the Print button This will open a pdf file containing all the Credit Memo information At the top of the Credit Memo slip will display a custom image 179 180 and address These can be configured by navigating to System gt Configuration clicking the Sales tab in the left column a
44. order to set up the RSS feed navigate to Catalog gt Manage Products and click the Notify Low Stock RSS link at the top of the page You will be prompted to enter your User Name and Password These are the same that you use to access the Magento admin panel You will be redirected to the RSS page where you can select which reader you would like to use for receiving this feed Enter Minimum Qty for Items Status to be In Stock This value will determine at which quantity the availability of the item will switch from In Stock to Out of Stock If you set this value to 20 you will always guarantee that you have at least 20 items in stock Enter Maximum Qty Allowed in Shopping Cart This value limits the amount of each product the customer is allowed to purchase in a single order 58 Select Decrease Stock When Order is Placed status If you select Yes the product s quantity will automatically decrease when an order is placed If you select No the product s quantity will not automatically decrease and it can only be edited manually Select Backorders status If you select No Backorders the customer will not be allowed to purchase more quantity than is available If you select Allow Qty Below 0 the customer will be allowed to purchase more quantity than is available but they will not be notified that some of the quantity has been put on backorder If you select Allow Qty Below 0 and Notify Customer the customer will be al
45. page A New Shipment page looks very similar to the completed Order page although it does not include any price information and it contains some additional fields that can be edited e Qty to Ship Similar to an Invoice each line item will have a Qty to Ship field which will be prepopulated with the total quantity in the order that is still available to be shipped This is equal to the full quantity in the order minus the quantity already shipped This amount can be reduced but since it equals the maximum quantity available for shipment it cannot be increased If the quantity is changed however you do not need to press Update Qty s to save these changes no such button exists on this page as there is pricing information that needs to be recalculated 176 Add Tracking Number DHL Ground Total Shipping Charges 6 19 Carrier Title Number Action Federal Express Federal Express AHHH Delete Add Tracking Number In the Shipping Information box is the tracking number generator A new tracking number will be added each time the button is pressed allowing you to add multiple tracking numbers Each tracking number will have a section to enter the carrier selected from a dropdown menu title and number There will also be a delete button next to each tracking number in order to remove it from the Shipment Just as with an Order you will have the ability to notify the customer of the creation of a Shipment by checking the E
46. pages allowing you to showcase items and promotions instead of just displaying a grid list of products To create a static block navigate to CMS gt Static Blocks and select Add New Block 136 E New Block General Information Block Title Identifier Store View 5 Hain Website Shoes Store Shoe 2 Shoe 1 Floral Store English Spanish to delete Jeff Jeff s Watch Status Disabled JE Content 1 Enter the Block Title 2 The Block Identifier must not contain any spaces When you want to place a block on a landing page or in a newsletter see Landing Pages and Creating and Sending Newsletters you can use this identifier and this piece of code block type cms block block_id block id 3 Select the Store View to which this block will apply You can also apply it to All Store Views 4 With the Status you can choose whether the block is Enabled or Disabled 5 Enter your Content in an HTML Format 6 When you are finished click Save Block Bock Tite Cellphones Landing ientte cosphores tarong Jetl s Watch Status Enatied z Coment lt a href store ut catalog productMendsisomy enc sso wb GAG Bk stegortar IT gt lt img srz isn ut Wmagesmediatell_phone_tanding_banhert ipg at far You can place this block on a category page by selecting it from the CMS Block drop down in Catalog gt Manage Categories 137 Cell Phones m Sonv Fricccoi A AL mei thaw Y lt
47. preferred Shipping amp Handling method from the drop down menu The available methods in the menu can be configured in the Google API page in the Magento admin The tax will be calculated according to the guidelines established in the Magento admin in Sales gt Tax The tax guidelines established in Settings gt Tax setup in the Google Checkout seller account will not have any bearing on the order If your customer chooses to Keep my email address confidential their real email address will not be provided to Magento The email address displayed in the order page will have a sandbox google com domain name and the order confirmation sent here will be directed by Google to the user s actual email address If your customer chooses want to receive promotional email from Business Name it should subscribe the email address received from Google Checkout to the store newsletter When your customer is done they will press the Place your order now button This will automatically send a record of the order to your seller account in Google and Google will send this information to Magento as well where a record of the order will be created in Sales gt Orders Your customer will see an order confirmation message and a link to return to your site Additionally if you have email notification enabled your customer can receive order confirmation emails from both Google and Magento Handling completed orders in Google Checkout As discussed in Ch
48. select Filterable no results all values that you ve created in the Manage Label Options tab will list whether or not they correspond to any particular products in that category page it includes values that do not produce results when used as a filter If there are no filterable attributes in a particular category page the Layered Navigation menu will not display In order to make an attribute filterable the Input Type must be either Dropdown Multiple Select or Price Position This determines the position of the attribute in the Layered Navigation menu with respect to the other filterable attributes Visible on Catalog Pages on Front end This field only appears for Simple Attributes On the product page in the front end there is a section called Additional Information that displays below the Product Description section The attribute name and value for all visible Simple Attributes will display in this section If a product does not have any visible Simple Attributes or if the product does not have any values selected for its Simple Attributes there will be no Additional Information section on the front end Attribute information P Neve Protuctittrtoune w ESS CECI Proper bes Manage Labels Optons be an identities sees r tinai see wigue wth a enw z zi p Ba a a 1 wet te 30 Manage Label Options Manage Titles In the Admin field you must enter the name of the attribute as it will appear
49. selected countries e Make Check payable to The value entered here will display when the customer selects this method from the list e Send Check to The value entered here will display when the customer selects this method from the list e Minimum Maximum Order Total These fields also work as filters This payment method will only be listed for those customers whose order total is above the minimum if a value is entered and below the maximum if a value is entered e Sort Order If you are choosing to allow multiple payment methods this will determine in what order each method is listed in the front end Functionality on Front End and Back End e When the customer selects this method from the payment method list they will not be required to enter any information Instead the Make Check payable to and Send Check to values will display Payment Information C Credit Card saved Check Money order Make Check payable to Magento Inc Send Check to 11832 W Pico Blvd Los Angeles CA 90066 C Purchase Order Credit Card Authorize net Credit Card Payflow Pro C Paypal Express Paypal Direct C Paypal Standard e The completed Order will also display these two values in the Payment Information box Purchase Order Setup e Enabled Select Yes for the this method to be listed in the Payment Information section of the checkout Select No for this method not to be listed e Title Enter the name of t
50. sent next to the Invoice number When finished press the Submit Invoice button at the bottom of the page Completed Invoices When an Invoice is completed it can be accessed in two locations In an Order page there is an Invoice tab which contains a list of all Invoices associated to that Order If you navigate to Sales gt Invoices you can view a list of all Invoices associated to all Orders There are several features available for completed Invoices Credit Memo Completed Invoices created from Orders will have a Credit Memo button at the top of the page which will take you to the New Credit Memo page This is almost identical to creating a Credit Memo from the Order page more about this below except that the Qty to Refund will be prepopulated with the total available quantity to refund from that particular Invoice rather than the from entire Order This amount can be increased up to the total available amount from the Order 174 175 e Cancel If the Order s payment is an online method and you selected Not Capture from the Amount drop down when creating the Invoice you will have the option to Cancel the Invoice There will be a record of the canceled Invoice but the Invoiced quantity will be able to be re Invoiced at any time e Capture If the Order s payment is an online method and you selected Not Capture from the Amount drop down when creating the Invoice you will have the option to capture the payment any
51. tab in the left column The Allow Gift Messages on Order Level drop down controls whether one gift message can be placed for the whole order and the Allow Gift Messages for Order Items drop down controls whether one gift message can be placed for each product You can choose to enable both or just one In the Shipping Method tab the Order Level gift message will have a From field To field and a Message field The Item Level gift message s will have the same fields as well as an indication as to which product the gift message is associated The From and To fields will autopopulate with the billing address name and shipping address name respectively The fourth tab will include the Payment Information The fifth tab will include the Order Review and the Place Order button which completes the order E Order Review Product Name Price Qty Subtotal Canon Digital Rebel XT 8MP Digital SLR Camera 550 00 1 550 00 Subtotal 550 00 Discount save10 55 00 Shipping amp Handling DHL Ground 6 58 Tax 45 92 Grand Total 547 50 Forgot an Item Edit Your Cart Place Order As your customers proceed through checkout the information from each tab will be update in the Your Checkout Progress menu in the right column YOUR CHECKOUT PROGRESS Billing Address Edit Magento Commerce Varien 11832 VV Pico Blyd Los Angeles 90064 California United States T 1 310 954 8012 Shipping Address Edit Magento
52. the attributes by function so that you can edit them in the product page more efficiently Magento comes with five Groups by default General Prices Meta Information Images and Design These contain the various System Attributes marked with a red circle name on the attribute icon System Attributes cannot be removed from an Attribute Set however they can be moved to different Groups Therefore you can remove a Group as long as there are no System Attributes within it The ordering of both the Groups and the attributes can be changed by clicking and dragging it This affects the order of the tabs and attributes in the product page respectively You can also create a new Group to which you can move System Attributes or associate Simple Attributes To do this click Add New and enter the name of the Group in the pop up 32 Groups Un Add New Delete Selected Group i Double click on a group to rename it aL General i 4 ER The page at https var dey varien co 4S g Please enter a new group name T shirt Attributes Co n i i E E E ET Ed news _to_date statu Unassigned Attributes This list contains all of the Simple Attributes which you have created You can associate one of these attribute to your Attribute Set by clicking and dragging this attribute into the desired Group Once it is associated to this Attribute Set it will no longer appear in the Unassigned Attributes list To disass
53. the content area All options other than Empty include both the header and footer so they will not need to be codes into the content area 1 column displays only the Contents header and footer 2 Columns with left bar adds the left column to the 1 column display which by default includes the currency selection and layered navigation 2 Columns with right bar adds the right column to the 1 column display which by default includes the shopping cart view wishlist compared products list polls and newsletter sign up 3 columns displays both the left and the right column 4 The Layout Update XML is essentially a static block with a few differences o Rather than HTML the structure must be in XML format o The Update will display at the bottom of the page below the content whereas a static block will display anywhere within the content that you specify o The Update will display on the page only during the dates specified in the Customer Theme From To date range Meta Data You already designated the Meta Page Title in the General Information tab but you can add Meta Keywords and Meta Description in this tab When you are finished click Save Page You can edit the page again by clicking on it or view the page with all HTML and XML formatted by clicking the Preview button in the Action column 141 MAGENTO Defaut weicome msg MASSASI Buy Canon Zete Stating st 499 Magento end of summer SALE P cosmawaty poe
54. they are actually purchasing The attributes point to the Simple Product so that Magento knows which Simple Product to place in the order The Configurable Product is therefore not a product at all but rather a feature used to display multiple Simple Products on one product page In this sense a Grouped Product is very similar to a Configurable Product It is also only a feature used to display multiple Simple Products on one product page However it displays them in a different fashion Let s again stick with the example of the suit jacket Forget about the three new versions that you began to carry and let s go back to the classic black with three buttons design Along with this suit jacket you also sell matching slacks and vest the venerable three piece suit Using Simple Products alone you would have three separate pages one for each piece But you feel that these should be sold together because they are part of a set This 35 can be easily accomplished using Grouped Products Simply create a Grouped Product maybe you want to call it Three Piece Suit and associate all three Simple Products to it On your website the page for this Grouped Product will list all three Simple Products each with its own quantity field This way your customers are alerted of the presence of the set and even encouraged to buy the pieces together however they still have the option to buy the pieces individually you can actually force them t
55. time The scope can be defined in the Show Report for drop down at the top of the page There will be one line for each Period A Period can be a Day Month or Year and is defined in the Show by drop down at the top of the page The number of periods in the report depends on the date range designated at the top of the page For each Period you can see the total number of Orders placed that have Credit Memos associated to them and the total monetary amount refunded including how much of this amount was refunded online and how much was offline There will also be a row that totals the amounts of all Periods displayed in the report Coupons Report This report summarizes coupon information for Orders placed within the designated scope and period of time The scope can be defined in the Show Report for drop down at the top of the page There will be one line for each Period A Period can be a 162 Day Month or Year and is defined in the Show by drop down at the top of the page The number of periods in the report depends on the date range designated at the top of the page Each Period will further be divided by the Coupon Code For each Coupon Code you can see the total number of Orders placed using that Coupon Code and the total monetary amounts for the Subtotal Discount and Total of Orders placed using that Coupon Code There will also be a row that totals the amounts of all Periods displayed in the report Shopping Cart Report Produc
56. to a list of all your top level categories via RSS feeds There is more information about RSS Feeds in Chapter 5 Promotions Marketing and Content Pages If an existing top level category i e not the Root Catalog is selected as the parent category the new category will be created as a sub category of the selected top level category and will appear on the front end in a drop down menu when the top level category is rolled over If a category is created within a second level category the category menu will further expand to the right when the second level category is rolled over and so on Furniture Electronics Shirts Shoes Hoodies a E Home Apparel Shoes Mens Additionally when a customer is browsing through your site the category levels will display at the top of the page below the navigation bar ina breadcrumb For example if a customer rolls over the navigation bar arrives at Apparel gt Shoes gt Mens and clicks Mens they will be directed to the Mens category page The breadcrumb will look like The current page will be in plain text and all the parent categories will be links to the corresponding category pages The same is true of product pages In this case the product name will be last in the breadcrumb in plain text and all categories will be linked This is a dynamic feature so that the breadcrumb will display the category pages according to the path by which your customer navigated
57. to the product If you have a product associated to multiple categories the breadcrumb will detail only the specific path your customer chooses each time they arrive a product page The breadcrumb improves usability by allowing customers to keep track of their location within your site at all times with a clear path for how to return to previous pages 22 Enter a Description This is for internal use only and will not appear on the front end Select an Image by clicking the Browse button and locating the image on your computer This image will appear on the front end of each category s page between the category name and content Once a category has been saved with an image a small icon of the existing image will appear to the left of the Browse button and a Delete Image checkbox will appear to the right Enter the meta information for the category in the Page Title Meta Keywords and Meta Description fields Display Mode and CMS Block refer to using static blocks with categories For more information about this refer to the Using static blocks with categories section below Select Yes or No from the Is Anchor drop down This drop down has two effects Anchored categories will display all products associated to all child categories and child of child and child of child of child etc on that category s page along with the products associated directly to the parent category Anchored categories will display the filterab
58. views each Store My Laptops Cheap Laptops Store View English Spanish English Spanish Scenario 3 One Website with one store and one store view Website Bongo s instruments Store Bongo s Instruments Store View Bongo s Instruments The most common setup will be a one website and one store setup but understanding the functionality of multiple websites and stores will help you understand why certain values are defined as global defaults and why others are only assigned on the website or store level Magento s Architecture Magento is built on top of the Zend Framework ensuring that the code base will be secure and scalable The reasons for choosing the Zend Framework are many but at a basic level the Zend Framework provides an object oriented library of code with a committed company standing behind it Using this framework Magento was built with 3 central tenets in mind Flexibility We believe each solution should be as unique as the business behind it Magento s code allows for seamless customizations Upgradeable By separating the core code from community and local customizations Magento can be easily customized without losing the ability to upgrade Speed and Security The coding standards used by the developers follow best practices to maximize the efficiency of the software and provide a secure online storefront In this chapter we will introduce key concepts and terminologies of Magento Even if you won t be develop
59. where you can move products into the Order To configure the settings for these two features navigate to System gt Configuration and click the Catalog tab in the left column In the Show for Current drop down select the level at which these lists will save product information For example if you select Website these lists will show all products compared or viewed within the same Website Additionally Magento by default comes with a pregenerated Home page CMS page which has a prepopulated Layout Update XML field more details about this later in the chapter containing the code that allows both the Recently Viewed Products and Recently Compared Products to display at the bottom of the Home page so that your 121 customers can see lists of these products very prominently each time they visit your site New Products Along with the Recently Viewed and Compared Products there is also code contained in that Layout Update XML to display new products Chapter 3 described the process for entering the Set Product as New from to Date when creating a new product and this is where that date range is presented If you have chosen to use this XML code all products with a date range including the current date will display at the bottom of the home page or any other page to where you may have copied the XML code above the Recently Viewed and Compared Products This is a great promotion tool to let your customers know about newly added products to yo
60. whether or not the method will then be visible to them If it is it will display with the message defined in the Displayed Error Message field above If this method is not available because USPS does not deliver to the customer s shipping address this method will automatically display with the Displayed Error Message Sort Order If you are choosing to allow multiple shipping methods this will determine in what order each method is listed in the front end Enabled Select Yes for the this method to be listed in the Shipping Method section of the checkout Select No for this method not to be listed Gateway URL This is the URL which Magento uses to connect to FedEx and receive live shipping rates It will be prepopulated by default Title Enter the title of the shipping method as it will appear in the Shipping Method list All individual shipping methods contained within this title listed in the Allowed Methods list below will display beneath it with a radio button that the customer can select Account ID You must create an account with FedEx and this value will provided by them Packaging Select the container type that you typically use to package the products ordered from your store If you select a smaller package size but the weight of a product in the Order is large FedEx may not return any results FedEx will only deliver packages weighing up to 150 lbs 90 Dropoff Select the method by which you prefer to deliver you
61. which by default includes the currency selection and layered navigation Column on the right adds the right column to the 1 column display which by default includes the shopping cart view wishlist compared products list polls and newsletter sign up 3 columns displays both the left and the right column The Custom Layout Update is essentially a static block with a few differences Rather than HTML the structure must be in XML format The Update will display at the bottom of the page below the products whereas a static block will display above the products if the static block is set to display with products The Update will display on the page only during the dates specified in the Active date range Using static blocks with categories If you would like customers to be taken to a landing page when they select the category instead of the standard product listing page you can do so by enabling static blocks on your category page This is controlled the in General Information tab 26 In the Display Mode drop down select what content you want to display in your category page Products only means that the products associated to the category will display but not any static blocks Static block only means that the selected static block will display but none of the products This is ideal if you want to get your customers excited about the category before showing them products or if there is specific content you want to show for a ce
62. will be allowed to ship Orders using this shipping method select Specific Countries This means that only customers whose shipping address includes one of the countries listed in the Ship to Specific countries list below can use this shipping method e Ship to Specific countries This list is inactive unless Specific Countries is selected from the Ship to applicable countries list above It basically works as a filter so that this shipping method will only be listed for those customers whose shipping address is one of these selected countries e Show method if not applicable This drop down only displays if you select Specific Countries from the Ship to applicable countries drop down above This is because selecting Specific Countries enables the countries filter and this method will not be applicable to any customer who is not from one of the selected countries Here you can determine whether or not the method will then be visible to them If it is it will display with the message defined in the Displayed Error Message field above If this method is not available because DHL does not deliver to the customer s shipping address this method will automatically display with the Displayed Error Message e Sort Order If you are choosing to allow multiple shipping methods this will determine in what order each method is listed in the front end Accepting Money Overview of set up and front end functionality of gateways Magento offers you many
63. you can choose which of those currencies will be the default Make sure that the Default display currency has been selected as an Allowed Currency e Base currency This is the currency against which all other allowed currencies will be configured based on the ratios established in the Manage Currency page covered below You can establish different Base Currencies per website so long as the Catalog Price Scope in the Catalog tab is set to Website Each website level Base Currency will have its own row in the Manage Currency page While you can allow multiple currencies in which to display your product prices this is the currency that will be used for payment transactions with online payment gateways this is only if you have enabled one or more online payment methods in your Payment Methods configuration there is more about this later in the chapter Import Settings This section is to set up automatic updates of currency rates through an external currency rate provider You can manually update the currency rates using an external currency rate provider in the Manage Currency page covered below 72 73 e Enabled Select Yes to Enable automatic currency rate updates e Service Select which external currency rate provider you with which you wish to update your rates By default Magento is configured to import rates from Webservicex e Start Time Select the time of day in 24 hour mode at which you wish to update your rates
64. you who will be developing or designing custom modules and interfaces make sure to read Chapter 12 Designing and Developing for Magento Of course we suggest you read the book through first as the next few chapters are full of helpful information Chapter 2 Getting Started with Magento Magento is developed to take full advantage of the newest technologies available allowing your site the maximum flexibility without sacrificing speed In this chapter we will look at the system requirements of Magento how to download and install Magento on your server and go through an introduction to the administration panel and key concepts when using the administration panel System Requirements At the base level Magento will require the following software Linux Windows or another UNIX compatible operating system Apache Web Server 1 x or 2 x PHP 5 2 0 or newer with the following extensions addons PDO MySQL MySQLi mcrypt mhash simplexml DOM curl gd MySQL 4 1 20 or newer A Sendmail compatible Mail Transfer Agent MTA Magento will connect directly to an SMTP server if you don t have an MTA We also recommend the use of APC as a bytecode cache for performance improvements You can find it in the PECL archives here http pecl php net package APC Other bytecode cache systems are not supported at this time If you are unsure if your hosting company supports these specifications please check with them You can also view the
65. 43 Edit Poll What Is your favorite color Back Ka abae Boat O Save Pot Answer Tithe Green Votes Count 4 i gt Answer Tithe Black Answer Tithe Magenta Votes Count 453 2 Deit Customers can only answer a poll once Once they submit an answer they will only be able to view the results You can view the results in the admin in this tab If you have multiple polls they will rotate randomly in the front end each time the page is reloaded Search Synonyms and Re directs cameral Welcome to the Magento Demo Store tiw In Magento the Store Owner has complete control over the catalog s Search This includes the ability to designate which aspects of which products the search can access as well as capability to instruct the search to display different results or even a different website There are two search options available to your customers Quick Search and Advanced Search Quick Search Quick search is available to your customers via the search bar at the top of the header in the front end What the In Store Search looks for When conducting a search results will populate based on matches in any of a searchable product s searchable attributes yes there are separate search settings for both products and attributes Because all characteristics of a product are considered attributes such as the name description and color you can search for anything related to any product S
66. Commerce Varien 11832 WW Pico Blyd Los Angeles 90064 California United States T 1 310 954 8012 Shipping Method Edit DHL Ground 6 58 Payment Method Edit Name on the Card Magento Credit Card Type Visa Credit Card Number 000 1111 Expiration Date 01 2010 If you wish Magento will automatically notify you via RSS Feed of the creation of all new Orders whether created in front end the or the admin In order to use this RSS feed 71 navigate to Sales gt Orders and click the New Order RSS link at the top of the page You will be prompted to enter your User Name and Password These are the same that you use to access the Magento admin panel You will be redirected to the RSS page where you can select which reader you would like to use for receiving this feed This concludes the checkout process Now let s a more detailed look at some of the aspects of the checkout process Localization Settings When you first installed Magento you were required to select your localization settings This includes you Locale Timezone and Default Currency Just because these were configured during installation doesn t meant you don t have access to them any time you want These can be reconfigured at any time Locale Settings You can reconfigure your Timezone and Locale settings by navigating to System gt Configuration and clicking on the General tab This page also contains other very importa
67. I handler for your Magento site Next you ll want to modify the path in the Act ion line to point to the location of the php5 cgi binary you uploaded in Step 1 This path should be relative to the web root of your site That s it You can now proceed with the rest of the Magento installation Troubleshooting I still see Invalid PHP version when visiting my Magento page This probably means that your hosting provider does not allow the Fi leInfo overrides via htaccess files This is a necessary requirement for this solution so you ll have to ask your hosting provider for it see Internal Server Error when visiting my Magento page This is a typical error message when a CGI binary quits unexpectedly and could be caused by a number of things If you have access to your server s Apache error log you can look there for some clues We ll cover a few more common issues here Bad location to the PHPS5 binary Make sure the AddHand1ler directive in your htaccess file is pointing to the correct location for the PHP5 binary You can often test it by trying to surf to the location with your web browser For example if your site is www example com and your PHP5 location is cgi bin php5 cgi try visiting http www example com cgi bin php5 cgi with your web browser If you see an Internal Server Error message then that means your PHP5 binary is in the correct location If you get a File not found message then t
68. If you had rates previously entered they will now display underneath the field as the Old rate You can revert to these old rates by clicking Reset When your currency rates are configured correctly click Save Currency Rates Manage Currency Rates import Service wivbsernce z Reset IG Save Currency Rates auo can cw tun mi Mo uan uso EWR on 16 1 1646 1 0900 an 107 79451 1 5094 usp 4057 10086 6 99 06252 2 8000 10 4955 There are 2 base currencies 1 per Website and 8 display currencies 74 Taxes Tax Rates Magento allows full control over your store s Tax Rates from a single statewide rate to rates per zip code The proper term Tax Rate as defined in Magento is used to describe a set of up to five individual tax rates which will be applied to different combinations of Customer Tax Classes and Product Tax Classes when you create your Tax Rules These tax features will be discussed in more detail later in the chapter To define Tax Rates navigate to Sales gt Tax gt Manage Tax Rates and select Add New Tax Rate e Country First select the country associated to this shipping rate Magento locates the appropriate Tax Rate by matching the customer s shipping address country to the Tax Rate country For example if you select United States from this list all customers whose shipping address country is United States will have their tax calculated based upon this Tax Rate e State If the country has different tax rates in
69. MAGENTO USER S GUIDE THIS IS A SNAPSHOT OF MAGENTO USER S GUIDE WIKI Created 26 7 2008 Text from http www magentocommerce com wiki welcome to the magento user s guide PDF Created by DigitalNews gr TEAM for www digitalnews gr Chapter 1 Introducing Magento What is Magento Magento is a new professional open source eCommerce solution offering unprecedented flexibility and control With Magento never feel trapped in your eCommerce solution again Since it is open source Magento s code is available free for download Just go to www magentocommerce com download to download your copy today In this guide we will introduce key concepts and walk you through setting up your Magento store from installing Magento to entering products Elements and Terminologies of Magento Sites Magento is made up of a few different elements which define the functionality design and business logic of the site In order to follow along with the User Guide it is crucial that you have a good grasp of the terminologies used to describe these elements of the Magento system The terminologies introduced in this chapter are most likely new territory for you so take your time and read through them thoroughly But most importantly don t be discouraged if you can t fully grasp the concept of all these new terminologies This chapter merely serves to introduce them and further chapters will dig deeper into and expand upon these simple definition
70. Navigation menu Each child category will display as a link along with the number of products associated to that category in parentheses Only the direct child categories will display Child of child categories will not display Attribute filters In order for the attribute filter to display in the Layered Navigation menu a category must be an Anchor category refer back to the section about categories For Anchored categories all filterable attributes will have a section in the Layered Navigation menu with a link for each value Clicking on any of these values will filter the results on the category page to display only those products which match the selected value refer back to the section about attributes for more information about filterable attributes There will be one link for each existing value There is one exception to this however Price which is a System Attribute is by 55 56 default configured to be a filterable attribute this can of course be changed Rather than having a separate link for every single price the price filter values will display as various price ranges Magento will automatically set the size of the ranges based on the prices of the products in that category each range will be of equal size and there will be a maximum of ten ranges Assigning Designs at the product level You can control the look of each product page individually in from the Design tab in the product page It is very similar to
71. O Merchant Calculated This option cannot be enabled with any other option at the same time or your customers will receive an error message when they attempt to checkout Enable Merchant Calculated If you select Yes this will be the option available for the customer to select 114 Allowed Methods Each time you click Add Shipping Method you will be able to select a shipping method from the drop down list and enter a Default Price for each method All shipping methods that you add will display in the Shipping amp Handling drop down in Google Checkout o Carrier Calculated Enable Carrier Calculated If you select Yes this option will be available for the customer to select Carrier Calculated Methods All shipping methods that you select from this multiple select menu will display in the Shipping amp Handling drop down in Google Checkout Delivery Address Category Choose type of address of your usual customers Default price for methods Google Checkout requires a default price for shipping however this will be overwritten by the prices returned from the carriers Default Package Width Height Length in Google Checkout requires default dimensions of a package for Carrier Calculated rates o Flat Rate This option allows you to enter up to three methods from which the customer can choose Enable Flat Rate If you select Yes this option will be available for the customer to select Rate 1 2 3 T
72. Options that cannot vary and will be the same in all store views are called global and will have the label Global next to them Those that can differ between Store Views will be labeled Store View Note The products assigned to a category accessed through the Category Products tab are not global This way you can choose to have different products display in each store view Categories Dues Choose Store View All Store Views x 3L Root Catalog 0 BL Furniture 7 Ci Living Room 4 C Bedroom 3 BL Electronics 17 Cell Phones 5 aLi Cameras 8 E Accessories 3 Digital Cameras 5 L4 Laptops 4 aL Apparel 78 C4 Shirts 32 Ci Shoes 45 Mens 22 Womens 33 L1 Hoodies 1 i Below this drop down is the category tree which lists all existing categories and displays their relationship to one another For example if one category is a sub category of another it will be listed directly below it and indented one level Next to each category name in the tree is a number inside parentheses This number represents the amount of products associated directly to that category Because the products are associated at the store level the numbers in parentheses will vary depending upon which store view is selected from the drop down To edit any existing categories select it from the category tree and its options will appear in the center of the page replacing the New Category section When e
73. Qty Subtotal Excl Tax 100 00 4 100 00 Update Shopping Cart Subtotal 100 00 Tax 10 00 Grand Total 110 00 Proceed to Checkout Tax included in catalog price When your customers have added all the items they want to purchase to the cart they will click the Proceed to Checkout button in the cart There is also a Checkout button in the Shopping Cart quick view and a Checkout link in the page header at all times if you have PayPal or Google Checkout enabled separate checkout buttons will appear for these options If they are not already logged in they will have three options Checkout as Guest Register and LOGIN 68 69 EJ Checkout method CHECKOUT AS A GUEST OR REGISTER LOGIN Register with us for future convenience Already registered Please log in below C Checkout as Guest Register Email Address Register and save time Register with us for future convenience Password heck out Easy access to your order history and status Forgot your password Login If they choose to Checkout as Guest they will enter all of the necessary order information however an account will not be created for them when the checkout is complete You can disable guest checkout by navigating to System gt Configuration clicking the Checkout tab in the left column and selecting No from the Allow Guest Checkout drop down If they choose to Register they will enter all of the necessary order infor
74. a Payment from applicable All Allowed Countries countries Payment from Specific Afghanistan countries Albania Algeria American Samoa Andorra Angola Anguilla Antarctica Antigua and Barbuda Argentina Le E Minimum Order Total Maximum Order Total Sort order 1 e Enabled Select Yes for the this method to be listed in the Payment Information section of the checkout Select No for this method not to be listed e Title Enter the name of the payment method as it will appear in the Payment Information list e New Order Status Select the Order Status of all new Orders created using this payment method from the drop down The recommended status is Pending as this is intended to apply to Orders which have not had any actions performed on them however you can change this to whichever status you prefer e Credit Card Types Select the options which will appear in the Credit Card Type drop down on the front end 95 e Credit Card Verification Select whether or not the customer will be required to enter their Credit Card Verification number during checkout e Payment from applicable countries Select which customers can use this payment method All Allowed Countries means all customers from the default countries list can use this payment method If you haven t already configured the default list it can be done by navigating to System gt Configuration clicking the General tab and selecting each country you
75. acket you start to carry slightly different versions of the same jacket a navy blue version as well as one with four buttons on the front in black and navy You create three new Simple Products navy three buttons black four buttons and navy four buttons and if you only use the Simple Product feature you would have four product pages one for each combination of color and buttons Using Configurable Products however you can combine all four pages into one so that your customer is guaranteed find the exact suit jacket they desire while simultaneously making navigating your site as easy as possible Once you have created the four Simple suit jackets you can create a Configurable suit jacket and associated all four simple products to it You will not set the color or button count of the Configurable Product when you create it but rather your customer will set this when they purchase it It is a Configurable Product because your customers get to configure the attributes themselves So you can choose not to display any of the four Simple Products on you site but rather only display the one Configurable Product When your customers arrive at this page instead of seeing the attributes listed in the product information section they will see a drop down for color with options for black or navy and a drop down for button count with options for three or four The combination of attributes they choose determine which of the four Simple Products
76. age On the Managage Url Rewrites page click Add Url Rewrite Select the Type Add New Urirewrite Please select a type Create Urlrewrite for Category Product Category If you select Category you will then be required to select the category for which you wish to create the rewrite from the category tree Select the checkbox of the desired category You will then be redirected to the General Information page where you enter the relevant information You will have the ability to choose the 64 Store from a drop down And just like when editing an existing rewrite you can make changes to the Request Path which will be autopopulated with the category name Redirect and Description When you are finished click Save Url Product If you select Product you will first be required to select the product for which you wish to create the rewrite from the product list and then be redirected to the category tree where you will be required to select the category to which the product is associated Then you will be redirected to the General Information page where you enter the relevant information The name of the product will be displayed at the top as a link to the product s information page You will have the ability to choose the store from a drop down And just like when editing an existing rewrite you can make changes to the Request Path which will be autopopulated with the product name and associated category name Redir
77. agento will automatically notify you via RSS Feed of the creation of all new Orders created in the admin or the front end In order to use this RSS feed navigate to Sales gt Orders and click the New Order RSS link at the top of the page You will be prompted to enter your User Name and Password These are the same that you use to access the Magento admin panel You will be redirected to the RSS page where you can select which reader you would like to use for receiving this feed Sales Order Options Whether an Order has been created by you in the admin or by your customer in the front end you will have the ability to use Magento s order fulfillment features This includes creating Invoices Shipments and Credit Memos for every Order Invoice Options Create New You can create an Invoice for an Order by clicking the Invoice button at the top of the Order page For Orders with online payment methods this button will not appear if you have chosen to Authorize and Capture in the Payment Action drop down for that payment method in the Payment Method tab of System gt Configuration This will take you to the the New Invoice page A new invoice page looks very similar to the completed Order page with some additional fields that can be edited When creating the first Invoice for an Order the shipping amount for the entire order will be included regardless of how many products are included in the first invoice If the first Invoice did not
78. ally be created for the full quantity of items in the Order For more information about Invoices refer to Chapter 8 Managing Orders e Credit Card Types Select the options which will appear in the Credit Card Type drop down on the front end e payment from applicable countries Select which customers can use this payment method All Allowed Countries means all customers from the default countries list can use this payment method If you haven t already configured the default list it can be done by navigating to System gt Configuration clicking the General tab and selecting each country you wish to allow from the Allow countries menu If you want to further reduce the number of countries from which your customers will be allowed to use this payment method select Specific Countries This means that only customers whose billing address includes one of the countries listed in the Payment from Specific countries list below can use this payment method e payment from Specific countries This list is inactive unless Specific Countries is selected from the Payment from applicable countries list above It basically works as a filter so that this payment method will only be listed for those customers whose billing address is one of these selected countries e Sort Order If you are choosing to allow multiple payment methods this will determine in what order each method is listed in the front end e Account Information To enable this as a paym
79. an the jacket better a 599 99 you are looking at 399 99 Shown in the shopping cart Cross sells act a bit like impulse buys such as magazines and candy at the cash register in grocery stores Usually they are items that a customer who is buying the product in question might enjoy If there are multiple items in the Shopping Cart each with their own Cross sells the Cross sells will rotate each time the Shopping Cart is refreshed Based on your selection you may be interested in the following items impulse Buy 1 0 99 Addt Add to Compare Impulse Buy 2 4 99 Add to Wishlist Add to Compare 53 Great For e Moving Stock e Increasing the Sales of Accessory and High End Items e Related Products Up sells and Cross Sells are all associated to a product in the same manner Navigate to Catalog gt Manage Products Locate the product to which you wish to associate the Related Product Up Sell Cross sell and click Edit Click on the Related Products Up Sells Cross sells tab in the left column From the products grid that appears check any products to mark as Related Products Up Sells Cross sells Click Reset Filter to see all products Once a product has been checked the Position field opens up This determines the sort order of the Related Products Up Sells Cross sells in the product s page Shopping Cart Note For Cross sells the Position only applies if there is one item in the cart When there are m
80. and Content Pages Use in advanced search This is very similar to the quick search However in the Advanced Search each attribute will have its own field rather than there being one search field If you select Yes a field will be created for this attribute in the Advanced Search page For more details see Chapter 5 Comparable on Front end If you select Yes a row will be created for this attribute in the Compare Products pop up window For more details see Chapter 5 Use in Layered Navigation Magento s Layered Navigation allows your customers to filter down into a category s products using any attribute that is filterable for Layered Navigation The Layered Navigation menu will display in the left column of 29 your category pages and will contain all of the attributes which are filterable Under each attribute will display the various values of that attribute Clicking one of these values will filter the list of products in that category page so that only products matching that attribute value will display There are two types of filterable attributes which you can select from this drop down Filterable with results and Filterable no results This determines which values will display in the Layered Navigation menu If you select Filterable with results only values that correspond to products in that category page will display in the menu that is only values that produce results when used as a filter If you
81. apter 8 Managing Orders once an order is completed you will have the ability to create Invoices Shipments Credit Memos and cancellations For orders placed with Google Checkout there is partial integration of these tasks as well Updating the order in Magento will update the order in Google Checkout and vice versa In Google Checkout a list of your orders will be displayed in the Orders tab Changes can be made from the orders list using the button in the Action column or the orders page which can be viewed by clicking on the Order Number Invoice o When creating an invoice in Magento for an order placed in Google Checkout you will have the option to Capture Payment If you choose to do so the order will be automatically be Charged in Google Checkout If you create a partial invoice the invoice contains only some of the quantity in the order and capture the payment Google Checkout will make a partial charge The remaining balance can be charged either from Magento or Google Checkout Because Google Checkout does not have an equivalent functionality to the Void feature in Magento voiding an order in Magento will have no affect on the order in Google Checkout o If the order is charged from Google Checkout Magento will automatically generate an invoice with a captured payment Invoice creation will occur whether the order is charged at the time of purchase or charged manually after the order is placed If the order is charged for a p
82. artial amount in Google Checkout which can only be done manually no invoice will be created in Magento Shipment o When creating a shipment in Magento for an order placed in Google Checkout a shipment will automatically be created in Google Checkout This includes partial shipments as well However Google Checkout does not 116 recognize partial shipments so there will be no indication in Google Checkout that the shipment is only partial If multiple shipments are made in Magento each with tracking information the single shipment in Google Checkout will update to list the multiple tracking numbers o Ifashipment is created in Google Checkout no shipment will be created in Magento Credit Memo o Ifa credit memo is created in Magento and you press the Refund button as opposed to the Refund Offline button the order will be refunded in Google Checkout This includes partial credit memos o Ifan order is refunded in Google Checkout no credit memo will be created in Magento Cancel o Ifyou cancel an order in Magento it will not automatically be canceled in Google Checkout o Ifyou cancel an order in Google Checkout it will automatically be canceled in Magento If some of the items have already been invoiced and or shipped only the remaining items will be canceled in Magento If all of the items have already been invoiced and or shipped Google Checkout still allows you to cancel the order however this will have no effect in Mage
83. as the original order updated of course with a couple of additions The Order Number will now display the original order number a dash and the running number for the order version For example if the original order number was Order 100000005 the edited order number would be Order 100000005 1 The next edit would be Order 100000005 2 and so on Additionally in the order information box there will be a Link the the previous order Order 1000000 15 1 Order confirmation email sent Order Date Apr 21 2008 4 22 07 PM Order Status Processing Purchased From Main Website Main Store English Link to the previous order 100000015 In the previous order there will now be a Link to the new order Order 100000015 Order confirmation email sent Order Date Apr 21 2008 4 03 10 PM Order Status Complete Purchased From Main Website Main Store English Link to the new order 100000015 1 If an edit is made to Order 100000005 1 that order will have links to the previous Order 100000005 and the new Order 100000005 2 Reorder At any stage of the order whether it has been fully invoiced and shipped fully refunded or even canceled you can make a Reorder by pressing the Reorder button the button will only appear if you have enabled Reorders which can be done by navigating to System gt Configuration clicking the Sales tab and selecting Yes from the Allow Reorder drop down This will take you to the New O
84. at the bottom of the page on the front end Product Tags Add Your Tags comfy modern stylish Add Tags Use spaces to separate tags Use single quotes for phrases When a customer enters a word and clicks Add Tags that tag will be sent to the Pending Tags queue if they are not logged in they will first be prompted to do so or create an account before the tag will be submitted to the queue If they add multiple words each word will be separated as a separate entry in the queue unless the separate words are surrounded by single quotes in which case they will be grouped as one tag If you wish you can allow customers to be alerted of new tags via RSS feeds There is more information about customer RSS Feeds in Chapter 5 Promotions Marketing and Content Pages To access the Pending Tags queue navigate to Catalog gt Tags gt Pending Tags You can make changes to any Tag by selecting Edit Tag in the Action column Select Approved to remove this Tag from the Pending Tag queue and display it in the front end Select Disabled to remove this Tag from the Pending Tags queue without displaying it in the front end You can also edit 189 the name of the Tag When you are finished click Save Tag If you do not need to change the name of any Tags you can make batch updates to pending Tags in order to save time In the Pending Tags queue select the Tags to which you would like to make updates At the top of the Tags list you have
85. ay with the message defined in the Displayed Error Message field above If this method is not available because UPS does not deliver to the customer s shipping address this method will automatically display with the Displayed Error Message Sort Order If you are choosing to allow multiple shipping methods this will determine in what order each method is listed in the front end Enabled Select Yes for the this method to be listed in the Shipping Method section of the checkout Select No for this method not to be listed Gateway URL This is the URL which Magento uses to connect to USPS and receive live shipping rates It will be prepopulated by default Title Enter the title of the shipping method as it will appear in the Shipping Method list All individual shipping methods contained within this title listed in the Allowed Methods list below will display beneath it with a radio button that the customer can select User ID You must create an account with USPS and this value will provided by them Container Select the container type that you typically use to package the products ordered from your store USPS will only deliver packages weighing up to 70 Ibs Size Select the container size that you typically use to package the products ordered from your store Machinable It is recommended that you select Yes Handling Fee If you desire you can enter a Handling Fee which will add to the shipping cost provided by USPS There
86. ayment will be authorized and possibly charged if the Payment Action is configured to do so and a comment will be added to the Order with the payment approval or decline details Payment Information C Credit Card saved Check Money order Purchase Order Credit Card Authorize net Credit Card Payflow Pro Paypal Express Paypal Direct Paypal Standard You will be redirected to PayPal website when you place an order 108 e The completed Order will display the billing and shipping address information the customer entered in Magento but the Payment Information box will only display the payment method PayPal UK Express Setup e Enabled Select Yes for the this method to be listed in the Payment Information section of the checkout Select No for this method not to be listed e Title Enter the name of the payment method as it will appear in the Payment Information list e Payment Action PayPal UK Express is an online payment method Therefore the credit card must be Authorized by the payment gateway when the order is submitted in order for it to complete However you can choose whether you want to Authorize Only or Authorize and Capture the payment simultaneously during the Order creation If you choose to Authorize and Capture an Invoice will automatically be created for the full quantity of items in the Order For more information about Invoices refer to Chapter 8 Managing Orders e New Order Status
87. below You can now adjust the attributes of your file s Note Not all ftp servers support the chmod feature Special User Group Other SUID Y Read Y Read Y Read SGID Y Write Y Write Y Write Sticky Y Execute Ww Execute Execute amp Cancel 5 If your server primarily runs PHP4 then you will require the PHP5 CGI Binary in order to continue Please read the PHPS CGI Setup appendix below and complete it before continuing to Step 6 6 Now use your web browser to surf to the Magento installation wizard If you ve uploaded the Magento files to http www example com magento then the wizard will be located here http www example com magento 7 Once in the wizard you can configure various system level settings that are required for Magento to function Most options will be intelligently guessed for you but you re free to override any settings that don t look right At the very least change the database parameters in the first box Database connection to match those of the database you set up in Step 3 8 Success You ve completed a Magento installation You can now visit the administration backend and begin configuring your new online store Appendix PHP5 CGI Setup Introduction Some hosting providers do not yet provide PHP5 on their servers opting instead to stay with PHP4 for the time being As Magento is a PHP5 only application this can be a barrier for some users This document outlines a p
88. box for each product you wish to add enter the desired quantity and click Add Selected Product s to Order Note Configurable and Grouped Products will not display in this list Because these are methods for displaying Simple Products they are not necessary here The Items Ordered section should now contain all the products you want in Add Produet Price Qty Subtotal Diecount Row Subtotal Action Zoloft The Rock And Roll Destroyer LOL Cat T shirt 1350 1 51150 0 00 11 50 z F Custom Price F Apply 11 50 1500 2 30 00 000 30 00 kd Custom Price M Appi Sublotel 41 50 0 00 41 50 ee rens arsos the order You can edit the price and quantity add a discount and specify which products receive the discount using the checkbox and add a gift message if that feature is enabled You can also remove the product by selecting the desired Action from the dropdown menu You can simply Remove the product remove and Move to Shopping Cart or remove and Move to Wishlist After you have selected all the edits you wish to make click Update Items and Qty s You can edit the customer s Email or Customer Group in the Account Information section Select the Billing and Shipping Address or you can select Add New Address from the addresses dropdown list Select the Payment and Shipping Method In the Order Total section you can Apply Coupon Code or Add Order Comment The comment will appear in the completed order information page Sele
89. can choose to either Enable or Disable the selected products The status will change when you press Submit Update attributes When you press Submit you will be redirected to the Update attributes page The Attributes tab displays many of the system attributes from the General Prices Meta Information Images and Design tabs in a product page It also 61 includes the simple attributes that are shared by all of the items selected You will not have the option to edit SKU or URL Key or any other attribute that must be unique per product The Inventory tab displays the same fields that are displayed in the Inventory tab for an individual product The Websites tab is also very similar to that of an individual product however there will be one section for adding the products to the Websites and once section for removing the products from the Websites In the top left corner is the Choose Store View drop down so that you can choose to make your updates specific to a certain Store View As always Global and Website level attributes cannot differ between Store Views At first all the of the attribute fields are inactive and you must click the Change checkbox next to each field in order to activate it and make an edit The fields will all be blank even if all the selected products share the same value for a given attribute This can be useful for many scenarios For example if you have several products with the same special price ending in one we
90. case an error occurs during the automatic update Error Email Sender Select the address from which the error notification email will be sent For more information on how to configure these email addresses refer to Chapter 6 Customers Error Email Template Select the template which the error notification email will use For more information on how to configure these templates refer to Chapter 6 Customers Creating Categories To create and edit categories navigate to Catalog gt Manage Categories In the center of the page you will have the option to create a new category Enter a name for the category This is how it will appear on the front end of the sites selected 21 Select the location in which the category will be created from the Parent Category drop down The default is Root and any category created with this as its parent will be a Root Catalog level category although the name of that category does not need to be Root Catalog Having multiple Root Catalog level categories is useful if you want to use different category structures in different Stores If you are not using a multiple Store structure multiple Root Catalogs are unnecessary Refer back to Chapter 2 for more information about Stores and assigning Root Catalogs Any category created with a Root Catalog level category as its parent category will be a top level category in the navigation bar on the front end If you wish you can allow customers to subscribe
91. cess Select the Login button and you are now in the administration panel The following sections detail some of the most important features which you will want to address in the initial configuration of your admin Other features such as adding products payment methods and shipping settings will be addressed in following chapters Creating Multiple Websites and Stores If you are interested in creating a multiple Website Store and or Store View setup you can do so by navigating to System gt Manage Stores Website To create a new Website click Create Website in the upper right corner Websites will each need to have a unique Code This code can be a text name but cannot have spaces or special characters within it If your Website name is New Website a good rule of thumb would be to use new or newwebsite as your website code You can designate the Sort order of the Website as it will appear relative to your other Website s throughout the admin If you have not indicated which Website will be displayed when the index php path is requested by the browser your customers will automatically be directed to the default Website which you select by checking the Set as default checkbox Store To create a new Store click Create Store in the upper right corner Select the Website to which this Store will be associated Select the Root Category which will be associated to this store In your categories setup you can crea
92. ck Save Review Review Details Product Barcelona Bamboo Platform Bed Posted By Guest Summary Rating kitti ORES RARE 1 star 2stars 3stars 4stars 5stars Quality C C C C ec Price E O e Cc Value O C 3 O C Status Approved xj 4 Visible Ins Main Website Store A changed Polish Portuguese Store B Burmese jeff main store Chinese a Nickname Dan Summary of review Excellent Review Excellent wood bed and drawer set Excellent value fast shipping and a quality product Awesome If you do not need to change the contents of any reviews you can make batch updates to pending reviews in order to save time In the Pending Reviews queue select the reviews to which you would like to make updates At the top of the reviews list you have the option to Select All reviews or Select Visible reviews reviews currently displaying on the page Or you can simply check the checkboxes of each review to which you wish to make updates individually You can see the number of items selected at the top of the reviews list and it will update each time a checkbox is checked or unchecked When you have all the desired reviews selected chose your preferred Action from the drop down menu also at the top of the reviews list e Delete This will delete the selected reviews from your site when you press Submit 188 e Update Status Selecting this will produce a Status drop down menu to the right where you can choose to set the Status o
93. configurable attribute 2 and so on When you click Quick Create the Simple Product will be created with all of the attribute information not listed in this section copied from the Configurable Product and it will automatically associate to the Configurable Product just as with the Create Empty feature 49 F Autogenerate KU F Autogenerate Weaigt Status Please Select zx Visibitiey Please Select zj Ic si Button Count z 0 Stock Availabulity in Stock zj When you have completed all of your edits press Save You have now created a Configurable Product Creating a Grouped Product Like a configurable product a Grouped Product is not useful unless there are simple products which can be associated to it Therefore the first step in creating a Grouped Product is to create two or more simple products that can be purchased together as part of the group To create a Grouped Product navigate to Catalog gt Manage Products In the top right corner click Add Product Select an Attribute Set Select Default if you haven t created any attribute sets This will determine what product data you can enter You can refer back to the previous section for more information about managing Attribute Sets Select Grouped Product Press Continue Enter all product information This is similar to entering the product information for a Simple Product with four major differences Weight This is the same process as a Configurable Pro
94. ct both if you want to add it to the order and remove it from the list simultaneously and then click Update Changes Customer s Current Activities Shopping Cart 1 gt tem Qty Price ada SLR Camera 1 91465 GOC Tripod Wishlist 1 gt item Price a Apple MacBook Pro 2 299 99 F r MA4G4LUA 15 4 Notebook PC Last ordered iteme 1 hem 3 Canon Digital Rebel XT 8MP Digital E SLR Camera Products in Compare List 2 2 nem Pice 33 Nokia 2610 Phone 14999 Fr BlackBerry 8100 Pear 349 99 M r Recently Compared Products 3 gt tem Price 3 Barcalona Bamboo 2 299 00 M Platform Bed Ottoman 299 99 F Couch 599 99 F Recently Viewed Products 1 tem Price The Get Up Kids Band 3000 r Camp Pullover Hoodie 170 171 Coalesce Functioning On lrnpatience T shirt of 1 page View 20 xl pei page Totel 6 records found ol Eo 1 Product Name sKu Price r Qty To Adad From Any Te Zoloft The Rock And Roll Destroyer LOL Cat T shirt Z0l_g_irg 13 50 a The Rock And Roli Destroyer LOL Cat T s in rol_t_irg 1340 r Zolof The Rock And Roll Destroyer LOL Cat T shirt zola med 1350 r Zolof The Rock And Roll Destroyer LOL Cat T shirt zol s med 1350 Vv 1 Joint The Rock And Roll Destrever LOL Cat T ahit LAAM 1340 To add products that are not in the Customer s Current Activities section click Add Products on the right of the page A list of all products in the store will display Locate and select the check
95. cted to the cart if they click one of the various shopping cart links You can configure this setting by navigating to System gt Configuration clicking on the Checkout tab in the left column and choose your preference from the After adding a product redirect to shopping cart drop down Magento automatically saves the contents of your customers shopping carts but you can limit the amount of time a product will remain in the cart by entering the limit in days in the Quote Lifetime field If your customer continues shopping they will have a quick view of the shopping cart in the right column of all category product and CMS pages that include the right column which you can specify in the design settings for each page individually MY CART There is 1 item in your cart Cart Subtotal 50 00 Checkout Recently added item s Canon Digital Rebel pr XT BMP Digital SLR Camera 1x 550 00 At the top of the cart view will be a summary of the quantity of items in the cart This can display either the number of different products line items or the total quantity of each line item You can specify this setting in the Display Cart Summary drop down When your customers arrive to the shopping cart they will see each product listed in a separate row Each product here is referred to as a line item For each line item your customers have the option to add quantity to it or remove it from the cart altogether and this can be done at an
96. cting the Apply Comment to the Confirmation Email checkbox will cause the comment to also appear at the bottom of the customer s confirmation email However the customer will only receive this email if you also select the Send Order Confirmation Email checkbox You can configure the Order confirmation email by navigating to System gt Configuration and clicking the Sales Emails tab in the left column In the New Order Confirmation Email Sender drop down select the address from which the 172 order confirmation email will be sent For more information on how to configure these email addresses refer back to Chapter 6 In the New Order Confirmation Template drop down select the template which the order confirmation email will use For more information on how to configure these templates refer back to Chapter 6 In the Send Order Email Copy To field you can enter an email address which will receive a copy of the order confirmation email each time one is sent Order Comments can also be added to completed Orders If you choose to notify the customer when adding comments the email notification configuration is located in the same Configuration page as above in the Order Comments section The status of the Order confirmation email will display in the completed Order either sent or not sent in the Order information box e When you have finished reviewing all of your selections click Submit Order and the order will be processed If you wish M
97. cts when they create product reviews When you are finished click Save Rating Now when your customers add a Review they will see a table with Rating options and the ability to give 1 5 stars for each Rating option 185 Write Your Own Review You re reviewing Barcelona Bamboo Platform Bed How do you rate this product 1 star 2 stars 3 stars 4 stars 5 stars Quality o Price Cc o Value C C ce a When the review is submitted and approved by you the Rating is displayed above the review comments Excellent Review by Dan Quality A ewe Price tet Value A Excellent wood bed and drawer set Excellent value fast shipping and a quality product Awesome Posted on 4 1 4 08 Additionally all Ratings will be averaged and display on all product listing pages category pages search results etc and the product info page with the number of total approved reviews to the right in some places this number displays in parentheses an Barcelona Bamboo Platform Bed weet 2 99 00 Add to Wishlist Add to Compare 186 Managing Reviews Magento s Reviews system allows you to monitor edit and delete any product reviews and ratings that have been added to a product Reviews can be left by any user whether or not they re logged in however reviews will not display in the front end for other customers to see until you approve them in the admin If you wish to you can also add revi
98. d If you have a special or discount this will be the original price Special Price You can enter a Special Price for this product In the front end this will appear underneath the original price referred to as the Regular Price which will be crossed out The Special Price will display in red and be referred to the Special Price If you wish you can allow customers to be alerted of new specials via RSS feeds There is more information about RSS Feeds in Chapter 5 Promotions Marketing and Content Pages Special Price From To Date You can enter a date range within which the Special price will be active This price will apply automatically when the From Date arrives and deactivate automatically when the To Date arrives If you leave this range blank the Special Price will apply until you remove it Cost The Cost is for internal purposes and does not require a value Tax Class This is the Product Tax Class to which this product will be associated This determines which Tax Rule will be used for this product and consequently the Tax Rate that will be charged to your customers For more information about taxes refer to Chapter 4 Get Ready for Selling Tier Price Chapter 5 also provides more information about Tier Pricing 40 Meta Information Meta Information Meta Title Black Suit Jacket STORE VIEW Meta Keywords black suit jacket stylish Italian fabrics STORE VIEW Meta Description lA stylish black jack
99. d This is located under the main product image and clicking any of the images displayed here will open a pop up window with the ability to browse through all the images associated to the product For each image in the admin you can add a Label which will display above the image in the pop up window You can add a Sort Order which will determine the order in which the images are displayed in the MORE VIEWS section and the order in which they are browsed in the pop up window You can designate which of these images is associated to which of the three image types by selecting the radio button in the appropriate column only one image can be the Thumbnail image only one can be the Small image and only one can be the Base image The images will automatically resize to fit the dimensions of each image type The Base image however works a little bit differently This is the main image that displays prominently on the product page It will resize to fit the image window however if it is larger than the window your customers will be able to zoom in on the image and then double click the image so that it displays the entire image outside of the original image window at the designated zoom level If you want and image to only associate to one of the three image types and not display in the MORE VIEWS section you can check the Exclude checkbox To remove an image check the Remove checkbox before saving the changes In addition to these features Mage
100. d your customers will not have the option to change this Grid Default List The products will display in a grid structure by default but your customers will be able to switch to list List Default Grid The products will display in a list structure by default but your customers will be able to switch to grid Product Options Default Tax Class Select whether the default tax class for with new products added to your catalog will be Taxable Goods or not Product Alerts There are two types of product alerts to which you can allow your customers to subscribe via email Each have their own enable drop down and Email Template but they share the same Email Sender For more information on how to configure email templates and email sender addresses refer to Chapter 6 Customers The Price Alert will create a link in every product page called Sign up for price alert Clicking this link will subscribe your customer to this alert and they will receive an email when the product price is changed This includes adding or changing Special Prices in addition to the regular Price field The Stock Alert will create a link in every Out of Stock product called Sign up to get notified when this product is back in stock Clicking this link will subscribe your customer to this alert and they will receive an email when the product status changes to In Stock For each product there is a tab listing all customers subscribed to either of these alerts There
101. deos text Static Blocks etc To add Blocks use the code block type cms block block_id block id Custom Design Configure the theme and layout of your Landing page in the Custom Design tab This is very similar to the design options available for category and product pages 1 Select the design you want from the Custom Theme drop down Magento comes with several different design options out of the box If you leave this drop down blank it will automatically use the Current package name design This can be edited by navigating to System gt Configuration and clicking the Design tab Enter the name of the design you want in the Current package 140 name field and this design will apply to all Landing Pages for which you do not specify a different design 2 With the Customer Theme From and Custom Theme To fields you can select a time frame in which the category will automatically switch to a design and then switch back to the blank option when the time frame ends This is perfect for the holidays so that you can create a holiday design for you pages and then have your site automatically switch back to the normal design whenever you want without having to remember to do it yourself 3 The Layout drop down determines the structural aspects of the page The default is Empty which will only show the information you enter in the Content field If you want to keep your headers and footers on this page you will need to code them into
102. design displayed on that product page will be determined by the design of the category page from which the user navigates to that product This category and its child categories means that the design will apply on this category page and on the pages of all sub categories sub sub categories and so on If a child category has a different design selected than its parent category then All mean thats the design will apply to this category its child categories and its products With the Active From and Active To fields you can select a time frame in which the category will automatically switch to a design and then switch back to the blank option when the time frame ends This is perfect for the holidays so that you can create a holiday design for you pages and then have your site automatically switch back to the normal design whenever you want without having to remember to do it yourself The Page Layout drop down determines the structural aspects of the page No layout updates uses the default settings that come with the Magento installation Empty displays the category page without any objects except for the content products or static blocks only category name and view options number to display per page view as grid or list and sort be options 1 column displays the contents category name and view options as well as the header footer search field and navigation bar Column on the left adds the left column to the 1 column display
103. different options for accepting payments from customers There are both offline payment methods and online payment methods For the online methods Magento supports integration with several third party payment gateways so that customer credit card information will automatically sent through the gateway as either an authorization or an 93 authorization and charge upon completion of an order To configure your payment settings navigate to System gt Configuration and click Payment Methods in the left column Each payment method will have its own section which can be configured There are several PayPal methods Because some of these methods share account information there is a separate tab in the left column called PayPal Accounts in which you can enter the account information for the corresponding PayPal method s which you have enabled from the Payment Methods tab Google Checkout is entirely contained within a separate tab called Google API so that there are no settings for Google Checkout in the Payment Methods tab Payment Methods and PayPal Accounts Saved CC If you do not have a payment gateway but still want to accept Credit Cards for processing offline you can capture the credit card information using the Saved Credit Card payment method 94 Setup Saved CC Enabled Yes Title Credit Card saved New order status Pending x Credit Card Types Credit Card Verification Yes ha il
104. diting a category the Parent Category drop down will not be present In order to move a category to a different Parent Category simply drag and drop it directly in the category tree To return to the new category view simply select a category from the tree and click the Add New button This will automatically assign the selected category as the parent category in the drop down 23 24 Assigning products at the category level Products can be added to a category while the category is being created or anytime thereafter Simply select the desired category and access the Category Products tab from the top of the category page You will notice that the leftmost column in the grid contains a drop down menu The default selection will be Yes meaning that the grid will only display items already associated to the category Therefore a brand new category will always have a blank product grid In order to search for existing products to associate to this category select either No which will only display products that are not associated to the category or Any which will display associated and unassociated products from the drop down and click the Search button You can narrow your results further by using the ID Name SKU Price or Position filters although the position filter only works for products already associated to the category Select the checkboxes of all products that you wish to associate the category and unselect all checkbox
105. duct When a customer purchases a Grouped Product they are not actually purchasing this product but rather one of the associated Simple Products Therefore there is no weight for a Grouped Product because the weight depends on that of each Simple Product individually 50 Prices Unlike Simple or Configurable Products Grouped Products do not have their own prices Despite being displayed on the same page each Simple Product adds to the cart as a separate item There are no prices that are applied to the items as a group Therefore there is no Prices tab for Grouped Products If you want to give a discount when your customer purchases multiple products within a Grouped Product you can set up a Shopping Cart Price Rule for this There is more information about Shopping Cart Price Rules in Chapter 5 Promotions Marketing and Content Pages Inventory Just like Weight the stock of the individual Simple Products determine the stock of the Grouped Product The Stock Availability works like that of a Configurable Product If you select In Stock it will display as In Stock on the front end but each Simple Product will only be purchasable if that Simple Product is In Stock If your customer attempts to add one or more of the Out of Stock products to their cart they will receive a message saying This product is currently out of stock If you select Out of Stock the Grouped Product will display as Out of Stock on the front end and will n
106. duct they will be taxed the rate defined in Rate 1 Customers in the 90064 zip code will be charged 9 of the item price Customers in the rest of the state of California will be charged 8 of the item price Wholesale Customers however are only required to pay half the tax of Retail Customers Therefore you would create a new Tax Rule Select Wholesale Customer in the Customer Tax Class drop down and Rate 2 which is half the amount of Rate 1 in the Tax Rate drop down Now whenever a Wholesale Customer purchases a Taxable Goods product they will be taxed the rate defined in Rate 2 Customers in the 90064 zip code will be charged 4 5 of the item price Customers in the rest of the state of California will be charged 4 of the item price Again there is another exception to the scenario defined in the first Tax Rule Apparel is taxed at half the rate as other Taxable Goods Therefore you would create another new Tax Rule Leave the Customer Tax Class as Retail Customer but select Apparel in the Product Tax Class drop down and Rate 2 which is half the amount of Rate 1 in the Tax Rate drop down Now whenever a Retail Customer purchases an Apparel product they will be taxed the rate defined in Rate 2 Customers in the 90064 zip code will be charged 4 5 of the item price Customers in the rest of the state of California will be charged 4 of the item price But what if a Wholesale Customer purchases an Apparel item They should be taxed at
107. e Credit Card Type drop down on the front end e payment from applicable countries Select which customers can use this payment method All Allowed Countries means all customers from the default countries list can use this payment method If you haven t already configured the default list it can be done by navigating to System gt Configuration clicking the General tab and selecting each country you wish to allow from the Allow countries menu If you want to further reduce the number of countries from which your customers will be allowed to use this payment method select Specific Countries This means that only customers whose billing address includes one of the countries listed in the Payment from Specific countries list below can use this payment method e payment from Specific countries This list is inactive unless Specific Countries is selected from the Payment from applicable countries list above It basically works as a filter so that this payment method will only be listed for those customers whose billing address is one of these selected countries e Sort Order If you are choosing to allow multiple payment methods this will determine in what order each method is listed in the front end e Account Information To enable this as a payment method you ll need a Website Payments Pro UK account To get one go to www paypal co uk It is free to register 110 You will receive the account information for this payment method and i
108. e Frequency Designate whether you want the rates to update Daily Weekly or Monthly e Error Email Recipient Enter the email address to which emails will be sent in case an error occurs during the automatic update e Error Email Sender Select the address from which the error notification email will be sent For more information on how to configure these email addresses refer to Chapter 6 Customers e Error Email Template Select the template which the error notification email will use For more information on how to configure these templates refer to Chapter 6 Customers Currency Rates These can be configured by navigating to System gt Manage Currency Rates This page contains a table of Base Currencies and Allowed Currencies with the relative value of each compared to the Base Currency Each Base Currency will have its own row and each Allowed Currency will have its own column When the row value and column value for a cell are the same for example where the US Dollars Base Currency and Allowed Currency intersect the rate will be 1 0000 All other rates in the same row will be a ratio of this You can enter the rates of the other currencies manually or import them from an external currency rate provider in the Import Service drop down By default Magento is configured to import rates from Webservicex Select this from the drop down and click Import The Allowed Currencies will populate with the most current conversion rates
109. e for California and will apply to all customers whose shipping state is California However if the zip code 90064 has different tax rates than the other zip codes in California and in this example it does you would create another California Tax Rate where you specify the zip code as 90064 Now all orders with a California shipping country will use the standard Tax Rate unless the shipping zip code is 90064 in which case it will use the specific tax rate You can create a Tax Rate for each zip code that differs from the standard California Tax Rate e Rate 1 5 Now that you have defined to which region this Tax Rate will apply you have the option to define up to five different tax rates Tax rates apply at the item level because it can differ depending on the Product Tax Class of each item It will 75 calculate as a percentage of the price of the item Magento will choose which of the five tax rates to apply to the item based on the location defined above and which rate is defined in the Tax Rules For example for the standard California Tax Rate you can define Rate 1 as 8 and Rate 2 as 4 and Rate 3 as 2 For the 90064 zip code you can define Rate 1 as 9 and Rate 2 as 4 5 and Rate 3 as 2 25 Tax Rate Information Country United States gt State California zl Zip Post Code 90064 Rate 1 g Rate 2 4 5 Rate 3 2 25 Rate 4 0 0000 Rate 5 0 0000 If you navigate to Sales gt Tax gt Import Export Tax Rates you ca
110. e one Click Save User 16 Cache Management Cache management can be accessed by navigating to System gt Cache management It can be enabled to improve the performance of Magento When developing on Magento it is best to disable the cache management You can enable caching on the entire site or enable cache management on certain elements of the site by using the various checkboxes in this page Chapter 3 Set Up Your Catalog Overview of Catalog Concepts Now that you have your store installed and your initial configuration settings established it s time to set up the heart of your site the catalog The catalog is the most important part of any eCommerce site and with Magento you will have complete control over it So take advantage of this great opportunity Creating and Managing Categories Setting Up Defaults The first step to creating your catalog is to configure the catalog system settings To do this navigate to System gt Configuration and select the Catalog tab Frontend This determines how your products will be shown in the front end s catalog pages Products per Page Choose whether the category pages will display 9 15 or 30 products by default Your customers will be able to change this or to display All products List Mode Grid Only The products will display in a grid structure and your customers will not have the option to change this List Only The products will display in a list structure an
111. e permissions in Linux As a number eg 755 As a series of permissions categorized into user group and other If your FTP client uses the first representation set the permission on the php5 cgi binary to be 755 or 0755 If your FTP client uses the second representation set the permissions as shown in the image below You can now adjust the attributes of your file s Note Not all ftp servers support the chmod feature Special User Group Other SUID Y Read Y Read Y Read SGID Write Write Write Sticky Y Execute vY Execute y Execute ox X Cancel Step 2 Modify the Magento htaccess file By default the web server will want to run the Magento application using PHP4 which will not work In order to point it to the new PHP5 CGI binary you must modify the htaccess file in the Magento top level directory Using your FTP client edit the file ht access in your top level magento directory The file is somewhat long so we won t list it all here But the first few lines at the top should look like this HHeses esses esses ee ssses esse sete ss ese s2 e893 2 uncomment these lines for CGI mode 2 make sure to specify the correct ggi php binary file name jt might be gi bin phnacgi Action php5 cgi gi bin phps cgi addHandler php5 cgi php phbpflag sain fix nathiufo on First remove the symbol from the beginning of the last three lines listed in the excerpt above This will enable the special CG
112. e same account information so you probably would not enable both methods at the same time o API Username Enter your API username provided by PayPal You can locate it by clicking on the API Credentials link in your PayPal seller account o API Password Enter your API password provided by PayPal You can locate it by clicking on the API Credentials link in your PayPal seller account o API Signature Enter your API signature provided by PayPal You can locate it by clicking on the API Credentials link in your PayPal seller account Proxy Host Enter the proxy host Proxy Port Enter the proxy port Sandbox Flag If testing select Yes If using in an active environment select No o Use Proxy This is used if the server has a firewall and there s no direct access to the PayPal server You can use a third party server to relay the traffic Functionality on Front End and Back End e When the customer selects this method from the payment method list they will see the message Your billing address will be ignored and you will be redirected to PayPal website When they press Continue instead of navigating to the Order Review tab in the checkout they will be redirected to the PayPal website where they can review the order information When the order is submitted in PayPal the order will be created in Magento and the customer will be redirected back to Magento Payment Information Credit Card saved C Check Money order
113. e shipping method displays This can be set in the Show method if not applicable drop down below Ship to applicable countries Select which customers can use this shipping method All Allowed Countries means all customers from the default countries list can use this shipping method If you haven t already configured the default list it can be done by navigating to System gt Configuration clicking the General tab and selecting each country you wish to allow from the Allow countries menu If you want to further reduce the number of countries to which your customers will be allowed to ship Orders using this shipping method select Specific Countries This means that only customers whose shipping address includes one of the countries listed in the Ship to Specific countries list below can use this shipping method Ship to Specific countries This list is inactive unless Specific Countries is selected from the Ship to applicable countries list above It basically works as a filter so that this shipping method will only be listed for those customers whose shipping address is one of these selected countries Show method if not applicable This drop down only displays if you select Specific Countries from the Ship to applicable countries drop down above This is because selecting Specific Countries enables the countries filter and this method will not be applicable to any customer who is not from one of the selected countries Here you can determine
114. e two stores one that sells digital wristwatches and one that sells analog wristwatches you can designate that a search for digital in your analog wristwatch store redirects to the digital wristwatch store This way your customers won t wind up with an empty results page Editing Search Terms Once a search term has been saved you have the ability to edit two new fields Simply click on the desired search term in the list and you have access to The Number of Results field displays how many results were displayed to the customer during the most recent search using the selected search term This can be changed manually but it will reset to the real number of results the next time this search term is used in the store This is more useful when creating a new search term or adding a synonym for an existing search term For example you noticed that several customers have searched for the plural shirts but this has not produced the maximum results since several of your products only contain the singular shirt You know that shirt returns 32 results including the singular and plural occurrences so after you have added this to the Synonym For field you add 32 to the Number of Results field This way the next time a customer types shirt into the search field they will see an option for shirt and for shirts both with 32 results Note If the Number of Results for a search term is blank the term will not display in the suggested search term
115. eans that only customers whose billing address includes one of the countries listed in the Payment from Specific countries list below can use this payment method e payment from Specific countries This list is inactive unless Specific Countries is selected from the Payment from applicable countries list above It basically works as a filter so that this payment method will only be listed for those customers whose billing address is one of these selected countries e Minimum Maximum Order Total These fields also work as filters This payment method will only be listed for those customers whose order total is above the minimum if a value is entered and below the maximum if a value is entered e Sort Order If you are choosing to allow multiple payment methods this will determine in what order each method is listed in the front end Functionality on Front End and Back End e When the customer selects this method from the payment method list they will be required to enter the Name on Card select the Credit Card Type enter the Credit Card Number and select the Expiration Date If enabled they will also be required to enter the Card Verification Number e The completed Order will display the information entered by the customer in the Payment Information box except for the Card Verification Number PayflowPro Setup e Enabled Select Yes for the this method to be listed in the Payment Information section of the checkout Select No fo
116. ect Specific Countries from the Ship to applicable countries drop down above This is because selecting Specific Countries enables the countries filter and this method will not be applicable to any customer who is not from one of the selected countries Here you can determine whether or not the method will then be visible to them If it is it will display with the message defined in the Displayed Error Message field above If this method is not available because you have not defined the customer s shipping address in your rates this method will not display as an available shipping method during checkout e Sort Order If you are choosing to allow multiple shipping methods this will determine in what order each method is listed in the front end Free Shipping e Enabled Select Yes for the this method to be listed in the Shipping Method section of the checkout Select No for this method not to be listed e Title Enter the title of the shipping method as it will appear in the Shipping Method list All individual shipping methods contained within this title will display beneath it with a radio button that the customer can select e Method Name The external shipping gateways provide the names of the individual shipping methods to Magento Because this method is not an external gateway you must designate the name of the individual method here The radio button that the customer can select will appear next to this Method Name There is only o
117. ect and Description When you are finished click Save Url Custom If you select Custom you will be redirected immediately to the General Information Page As with the Categories and Products you will be able to edit the Store Request Path Redirect and Description However because you cannot select Target Path from a list of Categories or Products you will have to enter the ID Path and Target Path manually to point to the desired CMS landing page Just as with Categories and Products the Request Path field exists in an individual CMS page Here it is called SEF URL Identifier and you can find it by navigating to CMS gt Manage Pages and clicking on the desired CMS page When you are finished click Save Url Chapter 4 Get Ready for Selling Checkout Process In this chapter we will discuss the details of the checkout process including localization Taxes Shipping Methods and Payment Methods But before describing each aspect of the checkout process in depth let s take a moment to discuss the checkout process as a whole along with some of the basic checkout configuration settings This way you will have a better understanding of how localization Taxes Shipping and Payment fit into the checkout process giving each section a bit more context The process first begins when your customer adds a product to their cart They can be redirected to the cart each time they add a product or remain on the product page only to be dire
118. ect the checkbox of all products you wish to associate The product list displays certain pertinent information about the Simple Products To the right of the Inventory column will be a column for each configurable attribute which you selected in step 7 The value entered for each attribute column will be that product s Option which you selected when creating the Simple Product In order for a Simple Product to display in this list you must have selected an option for each configurable attribute 46 47 Above the product list will display a list of all configurable attributes Click and drag the orange arrow next to the attribute name in order to sort the attributes as they will appear on the front end The Attribute Name field will be prepopulated with the Label you used when creating the attribute however it can be changed here so that it displays differently in the front end Below each attribute will list all the options that exist for associated products Each time you associate a new product with a unique option the option will add to this list For each option you can enter a positive or negative Price which will add or subtract respectively from the price of the configurable product as either a Fixed amount or a Percentage of the Configurable Product price Create Simple Associated Product o Empty w Price values for options should be specified in system base currency 3 Color Attribute Name Color Opton Black Pre
119. ed Error Message If this shipping method is not available because the customer does not meet the requirements set by the countries filter below this message will display in place of the radio button and Method Name However this message will only display if the shipping method displays This can be set in the Show method if not applicable drop down below e Ship to applicable countries Select which customers can use this shipping method All Allowed Countries means all customers from the default countries list can use this shipping method If you haven t already configured the default list it can be 84 done by navigating to System gt Configuration clicking the General tab and selecting each country you wish to allow from the Allow countries menu If you want to further reduce the number of countries to which your customers will be allowed to ship Orders using this shipping method select Specific Countries This means that only customers whose shipping address includes one of the countries listed in the Ship to Specific countries list below can use this shipping method e Ship to Specific countries This list is inactive unless Specific Countries is selected from the Ship to applicable countries list above It basically works as a filter so that this shipping method will only be listed for those customers whose shipping address is one of these selected countries e Show method if not applicable This drop down only displays if you sel
120. ek you can choose to extend the Special Price To Date for all the products at one time Simply check the checkbox for this field enter the new date on which you wish the special to end and click Save M Change Special Price From Date Change WEBSITE Special Price vWEBSITE M Change USD Special Price To Date o4 30 08 EM Change WWEBSITE Static Dla aes Coloact wl onescires All of the products will update and you will be redirected back to the products list Tip Be careful to only check the attributes which you wish you change If you select an attribute and leave it blank it will erase the existing value of the attribute when you save URL Rewrites The URL Rewrite Management page is a SEF tool that you can apply to the URLs of your category and product pages Rather than having all your URLs in the default format which uses category and product IDs you can use this feature to create a more descriptive URL making it easier for search engines to find your pages Whenever a new category or product is created a new entry will be added to this list one for each existing store view Configuration Settings Before using this feature there are two important settings that you must configure Navigate to System gt Configuration and select the Web tab from the left column 62 Add Store Code to Urls This determines whether the store ID in addition to the category ID or product ID will be used in the URLs for your site If
121. ent method you ll need a Website Payments Pro account To get one go to www paypal com and click on Merchant Services It is free to register You will receive the account information for this payment method and it can entered in the PayPal Accounts tab in the Website Payments Pro section PayPal Express also requires and Website Payments Pro account and these two methods will share the same account information so you probably would not enable both methods at the same time o API Username Enter your API username provided by PayPal You can locate it by clicking on the API Credentials link in your PayPal seller account o API Password Enter your API password provided by PayPal You can locate it by clicking on the API Credentials link in your PayPal seller account 106 o API Signature Enter your API signature provided by PayPal You can locate it by clicking on the API Credentials link in your PayPal seller account o Proxy Host Enter the proxy host Proxy Port Enter the proxy port Sandbox Flag If testing select Yes If using in an active environment select No o Use Proxy This is used if the server has a firewall and there s no direct access to the PayPal server You can use a third party server to relay the traffic Functionality on Front End and Back End e When the customer selects this method from the payment method list they will be required to enter the Name on Card select the Credit Card Type en
122. ent of product price discount If you selected this option the Buy X field determines the quantities that your customers will have to purchase in order to receive a percentage discount For example if you sell an item at whatever quantity the customer prefers but you receive the item in packs of six and would like to offer a discount to the customer for every factor of 6 items that they buy you would enter 6 into this field The product costs 5 and the discount percentage is 10 If the customer buys 1 5 items they will receive no discount If they buy 6 11 items they will receive a 10 of 5x6 discount 3 If they buy 12 17 items they will receive a 10 of 5x12 discount 6 and so on This way they are encouraged to buy items in a factor of 6 ans they are allowed to buy additional quantity but they just won t receive any discount for that additional quantity o Buy X get Y free If you selected this option the Buy X field determines the quantity that your customers will have to purchase in order to receive free item s These quantities will be a factor of the number entered into this field The amount of free items they receive is determined in the Discount amount field For example if you want to give your customer 2 free items for every 5 that they buy you would enter 5 in this field and 2 in the Discount amount field If the customer buys 1 5 items they will receive no free items The 6th and 7th items that they add to the ca
123. er one of the associated Simple Products Therefore there is no weight for a Configurable Product because the weight depends on that of each Simple Product individually Inventory Just like weight the inventory options for a configurable product depend on those of the individual Simple Products In the Inventory tab you can set the configurable product to be In Stock or Out of Stock but nothing more If you select In Stock it will display as In stock on the front end but each attribute will only be purchasable if the corresponding simple product is In Stock If your customer selects an Out of Stock attribute and adds it to the cart they will receive a message saying This product is currently out of stock If you select Out of Stock the configurable product will display as Out of Stock on the front end and will not be available to add the cart regardless of the Stock Availability of each Simple Product Associated Products This tab does not exist for Simple Products At the bottom of the page will be the product list from which you can associate or disassociate Simple Products to the Configurable Product When first navigating to the page it will only display currently associated products Press the Reset Filter button to display all products associated or not which belong to the same Attribute Set a Simple Product must belong to the same Attribute Set as the Configurable Product in order for you to be able to associate it Sel
124. ere whether or not users who subscribe to the RSS Feed will be alerted about this particular Rule There is more information about RSS Feeds earlier in this chapter 130 Conditions This is very different from CPRs however there is some overlap To begin with the overall condition is in the same structure If ALL ANY of these conditions are TRUE FALSE However clicking the green button presents you will a different set of options e Product Attribute Combination Selecting this will create a subcondition with a different format from the ALL ANY and TRUE FALSE overall condition It will state If an item is FOUND NOT FOUND in the cart with ALL ANY of these conditions true This subcondition applies directly to the products within the cart therefore when you click on the green button you will have the same Product Attribute options that exist when created CPRs In addition to this you will have the choice to select a Cart Item Attribute instead including Price in cart Quantity in cart and Row total in cart These options differ from the Product Attributes because they define aspects of the product as they exist in the cart which may differ from the aspects that you defined when creating the product Apply the rule only if the following conditions are met leave blank for all products IfALL ofthese conditions are TRUE If an item is FOUND inthe cart with ALL ofthese conditions true SKU is black _jacket_1 Ifa
125. es of products you wish to deassociate After a product is checked the Position field will become active and you ll be able to enter a sort value which controls the order in which the products display on the front end regardless of the order in this grid 4 Cell Phones o6 bd Marne SKU Price Position zj From From To To ouu oy Assigning designs at the category level You can customize the design of each category individually in the Custom Design tab This controls the look of the category page including the objects on the page and the structure of the page Select the design you want from the Custom Design drop down Magento comes with several different design options out of the box but you can add your own by If you leave this drop down blank it will automatically use the Current package name design This can be edited by navigating to System gt Configuration and clicking the Design tab Enter the name of the design you want in the Current package name field and this design will apply to all categories for which you do not specify a different design Select your preference from the Apply To drop down This category only means that the design will only apply to this one category page This category and its products 25 means that the design will apply on this category page and on the pages of all products associated to this category If a product is associated to multiple categories each with a different design the
126. ess unlike in the admin and all additional addresses with the option to edit each individually Account Information Here the customer can edit the general contact information including the account password 157 My Orders Lists all Orders placed by the customer with more detailed information available when View Order is clicked Here the order status of each Order can be tracked by the customer via RSS feeds refer back to Chapter 5 for more details Additionally if an Invoice Shipment or Credit Memo has been created for an Order an About this Order bar will appear above the Order information containing an Invoices Shipments or Refunds link respectively or a combination of multiple links Each link will contain more detailed information about all related Invoices Shipments or Credit Memos with the ability for your customer to print a copy of each individually or copies of all Invoices Shipments or Credit Memos simultaneously Shipments have an additional feature If a Shipment has one or more associated tracking numbers your customer will have the ability to Track this shipment or Track all shipments which will open a pop up window containing the shipment status which Magento receives directly from the shipment gateway There is more information about Invoices Shipments and Credit Memos in Chapter 8 Managing Orders My Product Reviews Lists all product reviews placed by the customer with and a link to the produc
127. et for any formal occasion STORE VIBA lt 4 Maximum 255 chars SEO related Meta Information is controlled from here Page Title Meta Keywords and Meta Description can be entered for this product The Page Title will display in the browsers title bar when this product is being viewed Meta Keywords and Description will show in the tag of the product s HTML source Images y nage type end mfo mation need to be specified for cech store view image Label Sort Order Bese imege Small image Thumbnet Exclude Remove STORE VIEW STORE VIEW STORE VIEW No image C C c Jacket 1 G e e r r By default Magento requires you to designate three image types Thumbnail Small and Base These images each correspond to different locations on the front end where they will display When first creating a product you will not have any custom images uploaded Therefore all three image types will be set to No image This means that they will use your global Product Image Placeholders To configure these navigate to System gt Configuration click the Catalog tab in the left column and upload a placeholder image for each image type To add custom images to a product click Browse Files and locate the desired image Do this multiple times until you have 41 selected all your desired images then click Upload Files The images will list vertically in the image page By default all images uploaded here will display under MORE VIEWS on the front en
128. eted Order will display the information entered by the customer in the Payment Information box except for the Card Verification Number PayPal Express Paypal Express is not compatible with Checkout with Multiple Addresses Setup e Enabled Select Yes for the this method to be listed in the Payment Information section of the checkout Select No for this method not to be listed e Title Enter the name of the payment method as it will appear in the Payment Information list e Payment Action PayPal Express is an online payment method Therefore the credit card must be Authorized by the payment gateway when the order is submitted in order for it to complete However you can choose whether you want to Authorize Only or Authorize and Capture the payment simultaneously during the Order creation If you choose to Authorize and Capture an Invoice will automatically be created for the full quantity of items in the Order For more information about Invoices refer to Chapter 8 Managing Orders e New Order Status Select the Order Status of all new Orders created using this payment method from the drop down The recommended status is Pending as this is intended to apply to Orders which have not had any actions performed on them however you can change this to whichever status you prefer e payment from applicable countries Select which customers can use this payment method All Allowed Countries means all customers from the default countries
129. ews to products from the admin Great For e Getting Customer Input e Adding Social Shopping Elements e Increasing Conversions Adding a new review from the admin To add a new review from the admin navigate to Catalog gt Reviews and Ratings gt Customer Reviews gt All Reviews and click Add New Review in the top right of the page You will be redirected to a list of all existing products in your site Select the product for which you wish to add the review e Product You can see the name of the product to which you just selected to add a review Clicking on this product name will direct you to that product s page in the admin e Product Rating This will state Rating isn t Available until you select at least one Store View in which this rating will be visible from the Visible In drop down below Once this is done the same Rating table that is available to your customers in the selected Store View will appear in which you can select 1 5 stars for each Rating option e Status Select whether the Review will be Approved Pending or Not Approved For it to display in the front end it must be Approved e Visible In Select the Store Views in which this rating will display for the designated product e Nickname Enter the name of the reviewer as it will appear in the front end e Summary of Review Enter the title of the review as it will appear in the front end e Review Enter the contents of the review as they
130. f all selected reviews to Approved Pending or Not Approved The status will change when you press Submit e Set Visible In Selecting this will produce and Store s multiple select menu to the right where you can choose the Store Views in which the selected reviews will display The visibility will change when you press Submit When a review is Approved or Not Approved it can still be edited Simply navigate to Catalog gt Reviews and Ratings gt Customer Reviews gt All Reviews locate the desired review and click Edit in the Action column You can make the same edits here that you can in the Pending Reviews queue If you wish you can also subscribe to an RSS Feed of all newly created Reviews In both the Pending Reviews page and All Reviews page there is a link called Pending Reviews RSS When you click on this link you will be prompted to enter your User Name and Password These are the same that you use to access the Magento admin panel You will be redirected to the RSS page where you can select which reader you would like to use for receiving this feed Tags Tags are essentially one word descriptors that act as keywords They can be assigned to products by registered customers who are currently logged in Tags help your customers organize and remember the products that they have seen offer quick navigation options in your store and aid in the process of search engine optimization Each product has an Add Your Tags field
131. f you prioritize the 1 rule first a 20 blue T shirt would first receive a 1 discount and then a 10 discount of 1 90 The priority affects the total discount offered Conditions Once you have set up the information for the price rule you can set the Rule s Conditions If you re creating a rule which requires two conditions for example the product must be manufactured by Sony AND the price must be over 100 select If ALL of these Conditions are TRUE If you wanted the discount to take effect if the product is manufactured by Sony OR if the product is over 100 you would select If ANY of these conditions are TRUE Additionally you can change TRUE to FALSE which will make the rule apply to the exact opposite situation For example If ALL of these conditions are FALSE would 127 mean that the rule would apply to all products where the manufacturer is NOT Sony and the price is LESS THAN 100 e When you click the green button a drop down will appear You can select either Conditions Combination see below for more details about this or one Product Attribute from the list of all existing Attributes The middle rule is is not equals or greater than etc defines the relation between the attribute and the option Finally enter the value of the attribute option Different attributes will require you to enter the option value in a different manner For example Manufacturer will product a dro
132. fig Settings Stock Availability In Stock x GLOBAL Enter Qty or quantity This is a required field Enter Minimum Qty for Items Status to be In Stock or click the Use Config Settings checkbox to use the value you input in the Inventory System Configuration Clicking the checkbox will deactivate the text field and it will not be editable Enter Minimum Qty Allowed in Shopping Cart or click the checkbox Enter Maximum Qty Allowed in Shopping Cart or click the checkbox Select Qty Uses Decimals status If you select Yes the customer can enter a fraction of a whole number into the quantity field in the shopping cart This is beneficial if items are being sold in alternative units such as weight or length If you select No the customer can only purchase quantities in whole numbers Select Backorders status or click the checkbox Select Notify for Quantity Below or click the checkbox Select Stock Availability You can designate the product to be Out of Stock even if you have stock remaining for the product and it will display as such in the front end This means that your customers will not be able to add the product to their carts but they can add it to their wishlists If there is no stock remaining for the product you do not need to manually switch this to Out of Stock Magento will automatically 59 60 update the front end accordingly unless you allow for Backorders in which case the product will display normally and cu
133. figure Only Simple Products will have a Duplicate button Note The values of unique attributes such as SKU will not duplicate to the duplicated product and these will need to be entered manually The duplicated product will be created with a Status of Disabled If you have forgotten to create all of the Simple Products prior to creating the Configurable Product you will have the option to create Simple Products during product creation in the Associated Products tab more below To create a configurable product navigate to Catalog gt Manage Products In the top right corner click Add Product 45 Select an Attribute Set Select Default if you haven t created any attribute sets This will determine what product data you can enter You can refer back to the previous section for more information about managing Attribute Sets Create Product Settings Attribute Set Suit Jacket x Product Type Configurable Product x Continue Select Configurable Product Click Continue Select Configurable Attributes Select Configurable Attributes p Only attributes with scope Global input type Dropdown and Use To Create Configurable Product Yes are available Color Iv Button Count Iv For an attribute to be listed here it must be associated to the attribute set which you selected in step 4 and it must not be a System Attribute Also as described in the message on the page see image above The Scope must be Globa
134. find the attribute you want to edit Hint Change the last column Comparable to Yes or No to see all attributes that can appear in the product comparison chart Click the attribute to edit it Change the drop down Comparable on Front end to Yes or No Click Save Attribute Layered Navigation A customer browsing your site needs to find the products that interest them as fast as possible To prevent them from frustrating experience of encountering a category containing 60 products spread across multiple pages give them the option to filter products based on their interests With layered navigation customers can search by any attribute that you have designated as filterable more easily showing customers what they want and raising conversions Great For e Stores with a variety of products e Giving customers a more individualized experience e Increasing Conversions The Layered Navigation menu actually consists of two parts Category filters and Home Electronics Cameras SHOP BY SHOPPING OPTIONS CATEGORY Accessories 3 Digital Cameras 5 PRICE 0 00 100 00 4 100 00 200 00 2 300 00 400 00 1 500 00 600 00 1 COLOR Black 1 Silver 4 MANUFACTURER Argus 1 Canon 2 Kodak 1 Olympus 1 MEGAPIXELS 5 2 7 8 2 Attribute filters Category navigation If a category contains child categories the child categories will automatically display in the Layered
135. finished click Save Template e Once you have saved a template you will see a new button when you edit this template Save As allows you duplicate the template so that you can make changes and save the template as a new template without affecting the original template This can save you time by not having to enter all the template information for a new template If you already have an existing 134 template that is similar to the new template simply edit the fields that you need and Save As a new template Newsletter Queue Once you ve created a template you can send your newsletter by queuing the template Navigate to Newsletter gt Newsletter Templates You will automatically be redirected here when you save a template e Find the template you want to use in the newsletter and select Queue Newsletter from the Action column e Queue Date Start This allows you to line up multiple newsletters to be sent automatically at select times If you want to send it immediately leave this blank e Subscribers From Select the subscribers from which Store View you wish to send the newsletter You can select multiple Store Views You can see the Store View from which each subscriber subscribed by navigating to Newsletter gt Newsletter Subscribers e Subject This will automatically populate from the template you selected however it can be changed e Sender Name This will automatically populate from the template you selected however
136. formed on them however you can change this to whichever status you prefer e Transaction Type This controls the amount of detail from the Order that will be sent to PayPal Aggregate Order will send the amount of the entire Order to PayPal while Individual Item will send a more detailed description of each line item and amount e payment from applicable countries Select which customers can use this payment method All Allowed Countries means all customers from the default countries list can use this payment method If you haven t already configured the default list it can be done by navigating to System gt Configuration clicking the General tab and selecting each country you wish to allow from the Allow countries menu If you want to further reduce the number of countries from which your customers will be allowed to use this payment method select Specific Countries This means that only 107 customers whose billing address includes one of the countries listed in the Payment from Specific countries list below can use this payment method e payment from Specific countries This list is inactive unless Specific Countries is selected from the Payment from applicable countries list above It basically works as a filter so that this payment method will only be listed for those customers whose billing address is one of these selected countries e Sort Order If you are choosing to allow multiple payment methods this will determine in wha
137. he conditions established in your new rule would no longer receive the 5 discount from the other existing rule When you are finished you can click either Save and Apply or Save Rule Save and Apply activates the rule immediately after creating it so that the price change will be displayed on eligible products in the front end Save Rule saves without activating If you click this you can go back and apply the rule later by clicking on it in the Catalog Price Rules grid and clicking Save and Apply or by clicking the Apply Rules button on the Catalog Price Rules page which will activate all existing rules If you wish you can allow customers to be alerted of new Catalog Price Rules via RSS feeds There is more information about RSS Feeds earlier in this chapter IMPORTANT Catalog price rules require periodical execution of scheduled task Please refer to this article for information on cronjob setup How to setup a cron job Shopping Cart Price Rules The other kind of price rule Shopping Cart Price Rules is applied when the customer reaches the shopping cart They can be enacted either with or without a coupon code and include features not found in traditional coupon tools Shopping Cart Price Rules are very similar to Catalog Price Rules CPRs with a few changes and additions For those aspects which are the same as Catalog Price Rules please 129 refer back to that section for a more detailed description To create Shopping ca
138. he payment method as it will appear in the Payment Information list 99 e New Order Status Select the Order Status of all new Orders created using this payment method from the drop down The recommended status is Pending as this is intended to apply to Orders which have not had any actions performed on them however you can change this to whichever status you prefer e Payment from applicable countries Select which customers can use this payment method All Allowed Countries means all customers from the default countries list can use this payment method If you haven t already configured the default list it can be done by navigating to System gt Configuration clicking the General tab and selecting each country you wish to allow from the Allow countries menu If you want to further reduce the number of countries from which your customers will be allowed to use this payment method select Specific Countries This means that only customers whose billing address includes one of the countries listed in the Payment from Specific countries list below can use this payment method e Payment from Specific countries This list is inactive unless Specific Countries is selected from the Payment from applicable countries list above It basically works as a filter so that this payment method will only be listed for those customers whose billing address is one of these selected countries e Minimum Maximum Order Total These fields also work as filte
139. he product upon creation of the product If you enter a value here manually you cannot use spaces in this field Visibility You can decide whether your product will display in the page s of its associated category ies display when your customer searches for the product both or neither It may be useful to hide certain products from your customers if they are associated to a Configurable or Grouped Product so that the product is only visible through the Configurable or Grouped Product s page and not visible separately Allow Gift Message If you have enabled Product Level Gift Messages in the Configuration page for more about this see Chapter 4 Get Ready for Selling you can allow your customer to enter a gift message for a specific product during checkout by selecting Yes If you select Use config it will use the value in the Allow Product Level Gift Messages drop down in the system configuration This differs from Order Level Gift Messages because your customers can add a different message for each product that has this feature enable This is useful if they create one order but ship to multiple addresses 39 Prices Price 299 99 WWEBSITE USD Special Price MEBSITE USD Special Price From Date E VWEBSITE Special Price To Date w VEE Cost WEBSITE USD Tax Class Taxable Goods WEBSITE Tier Price Customer Group Qty Price Action Price The price of your item as it will display in the front en
140. he same Qty and Price information and select a different customer group in each 6 Enter the Qty at which you wish to apply the discounted price 7 Enter the Price This is the price that each item will cost when the customer chooses to purchase the specified quantity or greater 8 Ifyou want to add multiple tiers press the Add Tier button again The prices on the front end will take precedence from the highest to lowest quantity Therefore if you have a tier for quantity 5 and one for quantity 10 and a customer adds 5 6 7 8 or 9 items to the cart they will receive the discounted price you specified for the quantity 5 tier As soon as they add the 10th item the discounted price specified for the quantity 10 tier will supersede the quantity 5 tier and that discounted price will apply instead 9 Press Save to save the changes and have these changes reflected on the front end On the product info page the percentage that your customers can 125 save will calculate automatically and display next to each tier as displayed below Buy 2 for 15 99 each and save 6 Buy 3 for 14 49 each and save 15 Buy 4 for 12 49 each and save 27 Buy 5 for 9 99 each and save 42 Availability In stock 16 99 Qty Oraa OR Add to Wishlist Add to Compare On the product listing pages the best available deal will display below the regular price CN Clogs Beach Garden Clog 16 99 AS low as 9 99 If you don t want o
141. hich Website you are viewing Categories Product Categories BL Root Catalog 0 BLAJ Furniture 7 LP Living Room 4 _ 7 Bedroom 3 i Electronics 17 LAJT Cell Phones 5 oA Cameras 8 Loo Accessories 3 LAT Digital Cameras 5 LL Laptops 4 SL Apparel 78 CAL Shirts 32 GEL Shoes 45 LA Mens 22 Lir Womens 33 LA Hoodies 1 AD Pants 0 LM Suits 0 AD Household Items 0 42 43 This tab will display the global category tree which a checkbox next to each category name Selecting a checkbox will associate this product to that category and you can select as few or as many associated categories as you wish For the categories to display on the homepage you must make sure to add the product to a category below the root catalog If you have not created a new category below the root catalog then do so now Related Products Up sells Cross Sells Each of these tabs contains a product list from which you can search for and select products in your store which you wish to be related up sells or cross sells of the product being edited There is more information about these three features later in this chapter Product Alerts Product Alerts Price alert subscription was saved successfully a Page 1 off pages View 20 perpage Tots 3records found fust Heme Lest Neme timed Pree Date Subscribed Last Notif aton Send Count Cherith Cutestory chentn example com 299 99 Ape 28 2008 0 Santos L Halper santo
142. his chapter Creating a Simple Product Navigate to Catalog gt Manage Products In the top right corner click Add Product Select an Attribute Set Select Default if you haven t created any attribute sets This will determine what product data you can enter You can refer back to the previous section for more information about managing Attribute Sets e Select Simple Product e Press Continue Enter all product information Once you ve set up the product you ll be taken to the product s data entry page The fields here may change depending on your Attribute Set you may get rid of weight but add megapixels for example If you realize that 36 you want to add an attribute to this product before creating it there is short cut available Rather than having to go to the attributes page and create an attribute and then having to go to the Attribute Sets page and add that attribute to the Set you can simply click Create New Attribute in the product page This button exists in all five default Groups tabs and any Groups which you have created Note Not all tabs correspond to Groups Groups are folders that exist in the Attribute Set This opens a pop up window which is identical to the New Attribute page When you enter the attribute information and click Save Attribute the attribute will be created and automatically associated to the Attribute Set for the product you are editing into the Group in which you clicked the Crea
143. his is a summary of the most important account information including Recent Orders the general Contact Information Newsletter status default addresses and Recent Reviews If they click Edit for any of these options they will be redirected to the corresponding tab of the more detailed My Account page This offers more even more account information 156 My Dashboard Hello Santos L Halper From your My Account Dashboard you have the ability to view a snapshot of your recent account activity and update your account information Select a link below to view or edit information E RECENT ORDERS View All Order Date Ship to Order Total Status 100000077 4 16 08 Santos L Halper 89 00 Pending View Order Reorder amp ACCOUNT INFORMATION Contact Information a Santos L Halper santos warien com Change Password Address Book PRIMARY BILLING ADDRESS Santos L Halper 742 Evergreen Terrace E RTC TT aa R You are currently not subscribed to any newsletter Manage Addresses PRIMARY SHIPPING ADDRESS Santos L Halper 742 Evergreen Terrace Springfield Springfield United States United States T 555 3223 T 555 3223 Edit Address Edit Address lt a MY RECENT REVIEWS View All Reviews E Dog House Rating eee Account Dashboard Takes the customer back to the summary page Address Book Lists the Default Billing Address Default Shipping Address these are listed separately even if they are the same addr
144. his is not the correct location Bad permissions on the PHP5 binary Double check the permissions on the PHP5 CGI binary you uploaded in Step 1 They should be 755 or rwxr xr x depending on your FTP client s representation Configuration during Installation Once you select your option you will see the files downloaded The time required to download the files will depend on your connection speed Once the files have downloaded a success message will be displayed Select OK and you will be taken to the next step of the installation where you will set the default configuration settings for your store The first settings you will need to enter will be your Database Connection settings Your host will likely be your domain name the database name user name and user password will be the values you created when creating the database Troubleshooting Installation If you have difficulty with installation you can receive help at the www magentocommerce com site in the forums Introduction to the Administrative Panel Once you have completed the installation you will be taken to the frontend of your site To access the administration panel you will add admin to the end of the base url you specified during the installation E G if you specified example com as the base url just go to http www example com admin Once you are at the login section you will need to sign in using the user name and password you created during the installation pro
145. ied that they have reached the limit for addresses allowed This is to prevent spamming Max Products Sent in 1 Hour Define the maximum number of different products for which your customers can send an email within a 1 hour period of time This limitation will be explained to your customers at the top of the Email to a Friend page When they have reached the limit they will no longer be able to send emails until the 1 hour period has passed This is to prevent Spamming Limit Sending By This works in conjunction with the two anti spamming features above Designate how Magento will define a user so that the anti spamming features can be enforced You can choose to identify a user by IP Address or by browser Cookies As indicated in the drop down however Cookies are the less secure method because the user can simply delete them and avoid the email limitations Email templates Enabled Yes Select email template Send product to a friend x Allow for Guests No x Max Recipients 5 Max Products Sentin 1 5 Hour Limit Sending By IP Address x
146. ilter below this message will display in place of the radio button and Method Name However this message will only display if the shipping method displays This can be set in the Show method if not applicable drop down below Ship to applicable countries Select which customers can use this shipping method All Allowed Countries means all customers from the default countries list can use this shipping method If you haven t already configured the default list it can be done by navigating to System gt Configuration clicking the General tab and selecting each country you wish to allow from the Allow countries menu If you want to further reduce the number of countries to which your customers will be allowed to ship Orders using this shipping method select Specific Countries This means that only customers whose shipping address includes one of the countries listed in the Ship to Specific countries list below can use this shipping method Ship to Specific countries This list is inactive unless Specific Countries is selected from the Ship to applicable countries list above It basically works as a filter so that this shipping method will only be listed for those customers whose shipping address is one of these selected countries Show method if not applicable This drop down only displays if you select Specific Countries from the Ship to applicable countries drop down above This is because selecting Specific Countries enables the countries fi
147. imply make sure that the product is searchable by 144 In the Admin navigate to Catalog gt Manage Products Click the Edit link under the desired product Locate the Visibility dropdown and select either Search or Catalog Search Click Save PSL Ee And make sure that the attribute is searchable by In the Admin navigate to Catalog gt Attributes gt Manage Attributes Click on the desired attribute Click Properties in the left column In the Use in quick search drop down select Yes Click Save Attribute We woN oP When the customer types a set of characters into the search field the query will locate any occurrence of those characters in the order which they were typed anywhere within an attribute For example if your customer created a search for tie rack and you had a product description containing the words necktie racks your customer s search would yield this product as a result because their search term is contained in order within the attribute necktie racks An additional feature of Magento Search is that as soon as your customer has typed two characters into the search field a dropdown window will appear listing up to ten suggested search terms that begin with the same characters along with the amount of results for each term You will find more about how to customize this feature below Saving a Search Term All saved search terms can be accessed in the Admin by navigating to Catalog gt Search The
148. include all of the items all additional invoices thereafter will have no shipping charges attached there will be no line for shipping in the order totals box The tax however will only be added for the items that are included in the invoice e Qty to Invoice For each line item there will be a Qty to Invoice field which will be prepopulated with the total quantity in the order that is still available to be invoiced This is equal to the full quantity in the order minus the 173 quantity already invoiced This amount can be reduced but since it equals the maximum quantity available for invoice it cannot be increased If the qty is changed you must press Update Qty s to save these changes to recalculate the pricing information You will not be able to change the quantities for Orders placed with online payment methods except Google Checkout For these types of Orders only one Invoice can be created per Order which will include the full quantity ordered Product Price Qty Qty to lwolte Subtotel Ta Amour Macoun Amou Row lotsl f The Rock And Roll Dootoyer L at T shin 115 ares 124s e Furetoning On imps ente T shirt 16 0 roared 2 24 324 Placed with an offline payment method e Create Shipment There is a checkbox in the Shipping Information box called Create Shipment If it is checked a tracking number generator will appear the same as exists in a New Shipment page and you can attach one of more tracking
149. ing or designing for Magento these concepts and terminologies will help as you set up your own online store Core The core of Magento contains all the functionality included in the downloaded version The core code is a collection of modules developed or certified by the Magento core development team Editing core files is not recommended and will disable the ability to upgrade Magento in the future Local Local extensions are customizations of Magento which reside only on a user s local copy These extensions will be placed in a local folder so that they do not interfere with upgrades to the core code and in order to differentiate them from community contributions There are different types of extensions which we will get into ina moment but they will all reside in the same directory Local extensions function just as core code does only the directory is different Community Community contributions are just that and when downloaded will reside in the community folder Just like local extensions by keeping them separate from the core code Magento store owners are able to enjoy the additional functionality without compromising the ability to upgrade to future Magento versions Extensions In short extensions are exactly what they sound like One or more files packaged together to extend the functionality of Magento Strict terms and conditions prohibit extensions from modifying the core code ensuring that any extended functionality
150. ions page To create and edit landing pages navigate to CMS gt Manage Pages To create a new page click the Add New Page button You will see three tabs for the new page General Information Customer Design and Meta Data General Information 139 General Information Page Title Home Page SEF URL Identifier home eg domain comiidentifier Store View Main Website Shoes Store Shoe 2 Shoe V1 Floral Store English Spanish to delete Jeff Jeff s Watch x Status Enabled x Content lt h1 This is the Home Page lt h1 1 Enter the Page Title for this page The Page Title is used for the Meta Page title for the new landing page 2 The SEF Search Engine Friendly URL Identifier allows you to create a more descriptive URL for each page so that search engines can find them more easily In the example above entering home for the homepage would create a URL for this page i the format domain com home For more information about URL rewrites refer back to Chapter 3 Set up your Catalog 3 Select the Store View in which you want to present this Landing Page You can also present it in All Store Views 4 The default Status for a new page is Disabled meaning the page will not show on the Front end Switch the status to Enabled to have the page appear 5 Create the content of the Landing Page in the Content field It must be in HTML format allowing the most flexibility You can use HTML to upload images vi
151. ired will include columns defining the Destiantion in addition to a column for either the Weight Price or of Items respectively e Export This option can only be seen at the Website level It is not a global option To use it you must first select one of your Websites from the Current Configuration Scope menu This will produce a csv file in the format necessary to enter rates given the option chosen from the Condition drop down Enter the rates and other applicable data into the file and save If the Condition was Price vs Destination your csv file might look something like this 1 Country Region State Zip Postal Code Order Subtotal and above Shipping Price 2 USA 0 15 3 USA E 50 10 4 USA x 100 5 e Import This option can only be seen at the Website level It is not a global option To use it you must first select one of your Websites from the Current Configuration Scope menu Use this to locate the csv file that you saved and upload it defining the rate Magento will use for each scenario defined by the Condition e Calculate Handling Fee If you enter a Handling Fee below this determines how the Handling Fee will be calculated It can be a fixed monetary amount or a percentage of the total shipping price e Handling Fee If you desire you can enter a Handling Fee which will add to the shipping cost There is no indication in the Order that an additional Handling Fee has been added to the shipping cost e Display
152. is no indication in the Order that an additional Handling Fee has been added to the shipping cost Allowed Methods USPS offers a variety of shipping methods You can choose which of this carrier s shipping methods to allow by selecting them from this menu The methods you select will display on the front end under the Title you designate for USPS Free Method In this drop down you can select which of this carrier s shipping methods you want to offer your customers for free Or you can select None This is similar to the Free Shipping method above however it will be listed with the USPS section and contain the name of the USPS shipping method so that your customers know exactly by which method their order will be shipped to them Minimum order amount for free shipping Also similar to the Free Shipping method above you can designate the minimum monetary amount of products your customers need to purchase in order for this shipping method to be free If this minimum is not reached this option will still appear in the list of USPS methods however it will cost the amount designated by USPS This field will be inactive if you select None for Free Method above FedEx 89 Displayed Error Message If this shipping method is not available because the customer does not meet the requirements set by the countries filter below this message will display in place of the radio button and Method Name However this message will only display if th
153. itle This is the name of the shipping method as it will appear in the Shipping amp Handling drop down Rate 1 2 3 Amount This is the price of the shipping method as it will appear in the Shipping amp Handling drop down When you are finished click Save config and your customers will now be able to checkout using Google Checkout Functionality on Front End and Back End Customer Checkout with Google Checkout Once you have enabled Google Checkout your customer will now have this checkout method available to them in the shopping cart There will be a Google Checkout button displayed adjacent to the default checkout button When they click it they will be directed to Google s checkout interface This is a completely separate process from Magento s default checkout process 1 First your customer will be asked to log into their Google account This is separate from any account they may have created within your store The information they provide here such as the name email and addresses will be sent back to Magento and display in the order information 2 Magento will upload all products in your customer s shopping cart to the Google Checkout page including quantity and price This cannot be updated directly from Google Checkout as it can from Magento checkout In order to modify quantities or remove items the customer must navigate back to their cart in Magento and make these edits 115 Your customer can choose their
154. ize Only or Authorize and Capture the payment simultaneously during the Order creation If you choose to Authorize and Capture an Invoice will automatically be created for the full quantity of items in the Order For more information about Invoices refer to Chapter 8 Managing Orders Transaction Key Enter your Authorize net transaction key which can be be found in the Account Settings of your Authorize net account New Order Status Select the Order Status of all new Orders created using this payment method from the drop down The recommended status is Pending as this is intended to apply to Orders which have not had any actions performed on them however you can change this to whichever status you prefer Test Mode Select whether or not the Orders placed using this payment method will be test Orders Before you take your site live you will want to make sure you set this drop down to No Gateway URL This is the URL to which the Order information will be sent By default it is populated with https secure authorize net gateway transact dll The test mode drop down will send a notification to Authorize net that the Order should be sent to their test site however there are test sites featured by Authorize net in addition to the one designated by Magento If you prefer to use an alternate test site you can enter the URL in this field However the URL of the live site must be reentered before you take your site live Debug If you selec
155. k here to continue shopping Product Comment Added On Remember to get the King Size Apr 17 2008 Add te Cart Remove iter rm a Barcelona Bamboo Platform Bed 99 00 nas AO Cart For each product there is a field for comments where your customers can make personal notes for each product the date the product was added to the Wishlist and a link to Add to Cart At the bottom of the Wishlist is the option to Add All to Cart and Share Wishlist The Share Wishlist feature is a good word of mouth tool for customers to promote products they like to their friends as well as a way to informs their friends about products that they would like to receive as a gift Configuration for the Share Wishlist feature is in the same page as above Select the Email Template which the Share Wishlist email will use The Email Sender is the address from which the Share Wishlist email will be sent For more information on how to configure these email templates and addresses refer to Chapter 6 Customers There is also a Wishlist quick view located in the right column of category product and CMS pages where your customers can view a summary of the products in the wishlist and add each product to the cart The Wishlist can be accessed via this quick view the My Wishlist link in the header or via the My Account page Additionally the Wishlist has several more features that are discussed in more detail in other sections There are RSS feeds available for your cu
156. k like this 48 Color Black x a FT z Three Availability In stock 299 99 Qty Add to Cart OR Addto Wishlist These are all of the options which appear when creating a new Configurable Product If you press Save And Continue Edit you will see two new options in the Associated Products tab along with the three new tabs in the left column that were mentioned in the Simple Product Section In the Create Simple Associated Product section there is a new button called Copy From Configurable This is similar to the Create Empty button except that it will prepopulate many of the Simple Product fields with the corresponding fields from the Configurable Product Many of the fields however either must be unique to each product or are not applicable to the Configurable Product and must be entered manually These include SKU Weight all configurable attributes and all Inventory information Clicking Save will automatically associate the Simple Product to the Configurable Product just as with the Create Empty feature The second new option available is Quick simple product creation section This section includes only some of the attribute fields all of which are mandatory In the Name and SKU fields there is an Autogenerate checkbox If these are selected Magento will use the Name and SKU of the Configurable Product to create a new Name and SKU for the Simple Product It will be in the format Name SKU configurable attribute 1
157. l the Input Type must be Dropdown and Use To Create Configurable Product must be Yes If an attribute is selected it will not be configurable in the admin as opposed to Simple Products for which all attributes are configured in the admin Instead a drop down menu will appear on the front end for this attribute and the customer will be able to Color Choose option x Button Count Choose option B configure it The options from which your customer will be able to select will depend on which Simple Products are associated to this Configurable Product more on this below If an attribute is not selected in this step it will be configured in the admin just like is done for a Simple Product and it will be fixed on the front end For example if you were to select Color to be Configurable and Button Count not to be then you could select the Button Count to be Three in the admin and associate one Simple Product suit jacket with a Color black and one with a Color navy On the front end the suit jacket Button Count will be set at three but your customer will be able to select their preferred Color black or navy from the drop down Press Continue Enter all product information This is almost exactly the same process as entering the product information for a simple product There are however three major differences Weight When a customer purchases a Configurable Product they are not actually purchasing this product but rath
158. le Contact Us drop down This will create a Contact Us link in the footer of you site on the front end When your customers click this link they will be directed to the Contact Us page which enables them to enter their name email address telephone number and a comment When they click Submit this information will be sent via email to the address entered in the Send Emails To drop down in the same configuration page as above The Email Sender drop down determines the address from which the email will be sent to the specified address The Email Template drop down determines the template that the email will use Creating Customers Customer accounts can be created multiple ways Perhaps the most typical method to create an account is for your customers to do so themselves in the front end However Magento allows you to create new customer accounts in the admin In Front end There are two sections in the front end where your customers may choose to register and create a new customer account Log In and Checkout The process for both of these is very similar Log In In the top right of your store is a Log In link When a customer clicks here they will have the option to log in using their pre existing account or if they don t already have an account they can create one by clicking Create an Account This will redirect them to the Create an Account page which will require them to enter their First Name Last Name Email Address and Pa
159. le attributes of all products that display in the category page meaning the products associated to that category and to its child categories in the Layered Navigation menu in the left column Layered Navigation is discussed in more detail later in the chapter Select Yes or No from the Is Active drop down Select Yes for this category to be visible on the front end If you select No the category cannot be accessed from the navigation bar on the front end nor can any of its sub categories and the category name will display as light gray in the category tree in the left column of the categories page in the admin The URL key adds a relative URL path which can be entered in place of the standard Target Path It is Search Engine Friendly because it can use the name of the category instead of the ID For more information about URL Keys refer to the section about URL Rewrites If you leave this field blank it will automatically generate with the name of the category upon creation of the category If you enter a value here manually you cannot use spaces in this field In the left column will be a drop down menu called Choose Store View The default selection in the menu is All Store Views When this is selected you will be able to view the default options for each category If you select a specific store view you will be able to see the options specific to that store view for each category Only certain options can vary between store views
160. lease Select gt Credit Card Number Expiration Date Month xi Year z Card Verification Number What is this Check Money order Purchase Order Credit Card Authorize net Credit Card Payflow Pro C Paypal Express Paypal Direct Paypal Standard e The completed Order will display the information entered by the customer in the Payment Information box except for the Card Verification Number Zero Subtotal Checkout If a customer places an order and the subtotal is equal to zero you can offer them this payment method whereby they will not be required to enter any payment information Unlike the other payment methods for which you can set order amount filters this method contains an intrinsic order amount filter so that the method will not display unless the subtotal is equal to zero Setup e Enabled Select Yes for the this method to be listed in the Payment Information section of the checkout Select No for this method not to be listed e Title Enter the name of the payment method as it will appear in the Payment Information list e New Order Status Select the Order Status of all new Orders created using this payment method from the drop down The recommended status is Pending as this is intended to apply to Orders which have not had any actions performed on them however you can change this to whichever status you prefer 96 97 Payment from applicable countries Select which custome
161. list can use this payment method If you haven t already configured the default list it can be done by navigating to System gt Configuration clicking the General tab and selecting each country you wish to allow from the Allow countries menu If you want to further reduce the number of countries from which your customers will be allowed to use this payment method select Specific Countries This means that only customers whose billing address includes one of the countries listed in the Payment from Specific countries list below can use this payment method e payment from Specific countries This list is inactive unless Specific Countries is selected from the Payment from applicable countries list above It basically works as a filter so that this payment method will only be listed for those customers whose billing address is one of these selected countries 104 e Sort Order If you are choosing to allow multiple payment methods this will determine in what order each method is listed in the front end e Account Information To enable this as a payment method you ll need a Website Payments Pro account To get one go to www paypal com and click on Merchant Services It is free to register You will receive the account information for this payment method and it can entered in the PayPal Accounts tab in the Website Payments Pro section PayPal Direct also requires and Website Payments Pro account and these two methods will share th
162. lowed to purchase more quantity than is available and they will be notified when they are adding the item to the cart that the unavailable quantity has been put on backorder Click Save You have now created the inventory characteristic for all products in your system Creating stock management on the product level To customize the inventory settings for an individual product whether creating a new product or editing an existing product navigate to Catalog gt Manage Products and click the Inventory tab in the left column of the product s page Note These settings only exist for Simple Products Because Configurable and Grouped Products are essentially just a way to display Simple Products the inventory settings of the Configurable and Grouped Products are completely dependent upon those of the associated Simple Products Therefore for Configurable and Grouped Products only the Stock Availability will be present in the Inventory tab because this is actually a display setting and not related to the actual inventory of the product att 97 GLOBAL Minimum Gy for Item s GLOBAL Status to be Out of Stock Iv Use Config Settings Minimum Qty Allowed in I GLOBAL Shopping Cart IV Use Config Settings Maximum Qty Allowed in 0 GLOBAL Shopping Cart M Use Config Settings Qty Uses Decimals No M GLOBAL Backorders Allow Qty Below 0 and Notify Customer x GLOBAL M Use Config Settings Notify for Quantity Below 0 GLOBAL V Use Con
163. lter and this method will not be applicable to any customer who is not from one of the selected countries Here you can determine whether or not the method will then be visible to them If it is it will display with the message defined in the Displayed Error Message field above If this DHL 91 method is not available because FedEx does not deliver to the customer s shipping address this method will automatically display with the Displayed Error Message Sort Order If you are choosing to allow multiple shipping methods this will determine in what order each method is listed in the front end Enabled Select Yes for the this method to be listed in the Shipping Method section of the checkout Select No for this method not to be listed Title Enter the title of the shipping method as it will appear in the Shipping Method list All individual shipping methods contained within this title listed in the Allowed Methods list below will display beneath it with a radio button that the customer can select Gateway URL This is the URL which Magento uses to connect to DHL and receive live shipping rates It will be prepopulated by default Access ID You must create an account with DHL and this value will provided by them Password You must create an account with DHL and this value will provided by them Account Number You must create an account with DHL and this value will provided by them Shipping Key You must create an acc
164. mail Copy of Shipment checkbox and add comments to the Shipment in the Shipment Comments field If you have done both you can choose to include the Shipment Comments in the Shipment notification email by checking the Append Comments checkbox You can configure the Shipment email by navigating to System gt Configuration and clicking the Sales Emails tab in the left column In the Shipment Email Sender drop down select the address from which the Shipment email will be sent For more information on how to configure these email addresses refer back to Chapter 6 In the Shipment Email Template drop down select the template which the Shipment email will use For more information on how to configure these templates refer back to Chapter 6 In the Send Invoice Email Copy To field you can enter an email address which will receive a copy of the Shipment email each time one is sent The status of the Shipment email will display in the completed Shipment either sent or not sent next to the Shipment number When finished press the Submit Shipment button at the top of the page Completed Shipments When a Shipment is completed it can be accessed in two locations In an Order page there is a Shipment tab which contains a list of all Shipments associated to that Order If you navigate to Sales gt Shipments you can view a list of all Shipments associated to all Orders There are several features available for completed Shipments Send Tracking
165. mation including a password and an account will be created simultaneously when the checkout is complete If they choose to LOGIN they must first enter their Email Address and Password which will retrieve all of their account information and they will only be required to enter the necessary order information which is not currently saved for example if they do not already have any addresses saved to their account Regardless of which of these three options they choose they will checkout using Magento s one page checkout platform This makes the checkout process easier than ever with all the checkout information conveniently located on the same page divided into separate tabs for better organization The first tab includes the Billing Information as well as name email and password if needed and the ability to select from different addresses and create new addresses The second tab includes the Shipping Information as well as the ability to change or add addresses In the first tab your customers have the option to specify that the shipping address will be the same as the billing address in which case the second tab will be skipped altogether The third tab will include the available shipping methods as well as the option to add gift messages if they are enabled Gift messages can be applied to the order as a whole or individually to each product You can configure this by navigating to System gt Configuration and clicking the Sales
166. mo by checking the Email Copy of Credit Memo checkbox and add comments to the Credit Memo in the Credit Memo Comments field If you have done both you can choose to include the Credit Memo Comments in the Credit Memo notification email by checking the Append Comments checkbox You can configure the Credit Memo email by navigating to System gt Configuration and clicking the Sales Emails tab in the left column In the Credit Memo Email Sender drop down select the address from which the Credit Memo email will be sent For more information on how to configure these email addresses refer back to Chapter 6 In the Credit Memo Email Template drop down select the template which the Credit Memo email will use For more information on how to configure these templates refer back to Chapter 6 In the Send Invoice Email Copy To field you can enter an email address which will receive a copy of the Credit Memo email each time one is sent The status of the Credit Memo email will display in the completed Credit Memo either sent or not sent next to the Credit Memo number When finished press the Refund button at the bottom of the page This will complete the offline refund Currently there is one instance of online Credit Memos available If the Order s Payment Method is Google Checkout if you clicked the Credit Memo button in the Invoice rather than in the Order and if the Invoice has been captured there will be two Refund buttons One will be
167. mpleted Order page with some additional fields that can be edited e Qty to Refund Similar to an Invoice each line item will have a Qty to Refund field which will be prepopulated with the total quantity in the order that is still available to be refunded This is equal to the full quantity that has been invoiced minus the the quantity already refunded If the Order s Payment Method is an offline method or Google Checkout this amount can be reduced but since it equals the maximum quantity available for refund it cannot be increased If the Order s Payment Method is an online method other than Google Checkout this field will not be editable because Magento currently does not support multiple captures for these Payment Methods out of the box however this can be customized If the qty is changed you must press Update Qty s to save these changes to recalculate the pricing information There is also a Return to Stock checkbox This will add the refunded quantity back to the inventory quantity for each item This is useful if your customer has returned the product to you and you want to resell it If the product is damaged or otherwise unable to be resold you may want to leave this checkbox unchecked Note This checkbox will only appear if you have enabled your inventory to Decrease Stock When Order is Placed in the Inventory tab of System gt Configuration You cannot return quantity to stock if it had never been subtracted from stock
168. n create a batch of new Tax Rates You can upload a csv file containing a column for Country State Zip Postal Code and a column for each Rate First you must Browse for the file and then click Import Tax Rates This is especially useful if you have many different regions for which you must create different Tax Rates because this is much more efficient than creating each Tax Rate individually In this page you can also Export Tax Rates which will create a csv listing all saved Tax Rates This is useful when first creating Tax Rates because you can export a blank csv template enter your rates manually save and then import this same csv file A B C D E F G H 1 Country State Zip Post C Rate 1 Rate 2 Rate 3 Rate 4 Rate 5 2 US CA A 8 4 2 D D 3 JUS CA 90064 9 4 5 2 25 0 0 Tax Classes Combined with Tax Rates Tax Classes define Tax Rules There are two kinds of Tax Classes Customer and Product Each type of class can be created simply by entering a name The Customer Tax Classes will then be assigned to individual customers and the Product Tax Classes will be assigned to individual products Magento will determine which tax rate 1 5 to apply to an each item in an Order based on the combination of the customer s Customer Tax Class and each item s Product Tax Class in the Tax Rules Customer Tax Classes 76 Customer Tax Classes are associated to Customers by assigning them to Customer Groups which are then assigned to Customers
169. n item is FOUND inthe cart with ALL ofthese conditions true SKU is black_vest_1 lf an item is FOUND inthe cart with ALL ofthese conditions true SKU is black_vest_1 e Conditions Combination Same as CPRs e Cart Attribute Cart Attributes describe a condition within the shopping cart rather than within a particular product This ranges from the Subtotal to the Shipping Country Like with Product Attributes you will need to define the option and the relationship to the option For Shipping Country the option would be the name of the country which you would select from a drop down listing all allowed countries in you site and the relationship to this option would be is or is not 131 Actions Apply Select how you want the discount applied to the product Percentage of product price discount Fixed amount discount Fixed amount discount for whole cart or Buy X get Y free Discount amount Same as CPRs Maximum Qty Discount is Applied to You can limit how many units of each line item will receive this discount If you select 5 each line item with a quantity greater than 5 will only receive a discount for five of the items and the remaining quantity will be calculated at the normal rate Discount Qty Step Buy X This field only works depending on which option you selected from the Apply drop down This field is not applicable to the 3 piece suit example so it will be discussed using different examples o Perc
170. n list Enabled Select Yes for the this method to be listed in the Payment Information section of the checkout Select No for this method not to be listed New Order Status Select the Order Status of all new Orders created using this payment method from the drop down The recommended status is Pending as this is intended to apply to Orders which have not had any actions performed on them however you can change this to whichever status you prefer Payment from applicable countries Select which customers can use this payment method All Allowed Countries means all customers from the default countries list can use this payment method If you haven t already configured the default list it can be done by navigating to System gt Configuration clicking the General tab and selecting each country you wish to allow from the Allow countries menu If you want to further reduce the number of countries from which your customers will be allowed to use this payment method select Specific Countries This means that only customers whose billing address includes one of the countries listed in the Payment from Specific countries list below can use this payment method Payment from Specific countries This list is inactive unless Specific Countries is selected from the Payment from applicable countries list above It basically works 98 as a filter so that this payment method will only be listed for those customers whose billing address is one of these
171. nd opening the Invoice and Packing Slip Design section Invoices packing slips and Credit Memos will use the same image and address The image will automatically resize to fit the dimensions 200x50 e Credit Memo Comments can also be added to completed Credit Memos If you choose to notify the customer when adding comments the email notification configuration is located in the same Configuration page as above in the Credit Memo Comments section Managing and Editing Orders In addition to the order fulfillment process of creating Invoices Shipments and Credit Memos there are several other features available for completed orders Hold Changes the order status to On Hold No changes can be made to the order until it is released from Hold which can be done by pressing the Unhold button Cancel Cancels all items that have not been invoiced and or shipped If some of the quantity of a line item has already been invoiced and or shipped only the remaining quantity will be canceled and this amount will display in the quantity column as Qty Canceled The item status will remain either shipped or invoiced If none of the quantity for the line item has been invoiced and or shipped all of the quantity will be canceled and the item status will become canceled Any time an order is canceled a notification should automatically be sent to the customer in the format of the order confirmation email It should also display the status of each line i
172. ne individual shipping method available so there is only one field under Method Name e Minimum order amount You can designate that Free Shipping will only be offered to your customers if they have ordered a minimum monetary amount of products If this minimum is not reached this option will not appear in the Shipping Method list e Displayed Error Message If this shipping method is not available because the customer does not meet the requirements set by the countries filter below this message will display in place of the radio button and Method Name However this message will only display if the shipping method displays This can be set in the Show method if not applicable drop down below e Ship to applicable countries Select which customers can use this shipping method All Allowed Countries means all customers from the default countries list can use this shipping method If you haven t already configured the default list it can be 85 done by navigating to System gt Configuration clicking the General tab and selecting each country you wish to allow from the Allow countries menu If you want to further reduce the number of countries to which your customers will be allowed to ship Orders using this shipping method select Specific Countries This means that only customers whose shipping address includes one of the countries listed in the Ship to Specific countries list below can use this shipping method Ship to Specific countries
173. ne of the selected countries Here you can determine whether or not the method will then be visible to them If it is it will display with the message defined in the Displayed Error Message field above e Sort Order If you are choosing to allow multiple shipping methods this will determine in what order each method is listed in the front end Table Rates e Enabled Select Yes for the this method to be listed in the Shipping Method section of the checkout Select No for this method not to be listed 83 e Title Enter the title of the shipping method as it will appear in the Shipping Method list All individual shipping methods contained within this title will display beneath it with a radio button that the customer can select e Method Name The external shipping gateways provide the names of the individual shipping methods to Magento Because this method is not an external gateway you must designate the name of the individual method here The radio button that the customer can select will appear next to this Method Name There is only one individual shipping method available so there is only one field under Method Name e Condition This determines which aspects of the order will be used to select the proper shipping price Table Rates must be calculated using the Destination however the Destination can be calculated in conjunction with either the Weight Price of of Items Depending on your selection the csv format that is requ
174. ne of the tiers press Delete Tier next the tier you want to get rid of Catalog Price Rules There are two types of price rules in Magento Catalog Price Rules and Shopping Cart Price Rules Catalog Price Rules are implemented into product price before they are added to the cart while Shopping Cart Price Rules are applied in the shopping cart Great For e Storewide Sales 126 Customer Group Targeted Sale To create a new rule navigate to Promotions gt Catalog Price Rules and select Add New Rule Rule Information Catalog Price Rule New Rute ase Rute filorimabon Conditions Actions N Enter a Rule Name and Description for the price rule Enable it by selecting Active from the Status dropdown Select the Customer Groups to which you want the rule to apply There is more information about Customer Groups in Chapter 6 Customers Define the date range for the promotion to be in effect If you leave the date range empty the rule will be enabled as soon as it is created Set the promotion s priority This is useful if you have two catalog price rules enabled at once This priority tells Magento in which order to process the rules This is important because it may affect the amount of the discount For example you have two rules 10 off T shirts and 1 off all Blue items If you prioritize the 10 rule first a 20 Blue T shirt would first receive a 10 discount of 2 and then a 1 discount However i
175. nfiguration clicking the General tab and selecting each country you wish to allow from the Allow countries menu If you want to further reduce the number of countries from which your customers will be allowed to use this payment method select Specific Countries This means that only customers whose billing address includes one of the countries listed in the Payment from Specific countries list below can use this payment method e payment from Specific countries This list is inactive unless Specific Countries is selected from the Payment from applicable countries list above It basically works as a filter so that this payment method will only be listed for those customers whose billing address is one of these selected countries 103 e Minimum Maximum Order Total These fields also work as filters This payment method will only be listed for those customers whose order total is above the minimum if a value is entered and below the maximum if a value is entered e Sort Order If you are choosing to allow multiple payment methods this will determine in what order each method is listed in the front end Functionality on Front End and Back End e When the customer selects this method from the payment method list they will be required to enter the Name on Card select the Credit Card Type enter the Credit Card Number and select the Expiration Date If enabled they will also be required to enter the Card Verification Number e The compl
176. nformation Address 1 of 2 Shipping to Edi Magento Commerce Varen 11832 W Pico Bhd Los Angeles 90064 Califomia United States T 310 954 8012 Shipping Method Edt DHL Ground 6 19 Address 2 of 2 Shipping to Edit Professor Peter Van Nostrand 129V 8tst St Apt 58 New York 00000 New York United States T 55 FILK Shipping Method Edt Fiat Rate Fixed 25 00 hems Ed Items Product Name CN Clogs BeactiGarden Clog Gender Mens Shoe Size 9 The Only Children Paistey T Shirt Size Medium items Edit Items Product Name CN Clogs BeachiGarden Clog Gender Mens Shoe Size 9 The Only Children Paisley T Shirt Sue Medium 1467 2 1376 1 Shipping 8 Handing DHL Grourxd Total for thes address 1467 1 1376 4 Shipping amp Hending Flat Rate Fixed Addresses My amp 1378 4310 3619 38 S317 1467 55 04 sano 2500 e Maximum qty allowed for Shipping to multiple addresses You can determine the maximum quantity that a customer can enter in the Qty field for each item When the Update Qty amp Addresses button is clicked the quantity is split up so that there is a separate line for each unit Entering a limit for this quantity would prevent a customer from entering a very high number such as 1 000 000 and potentially causing the server to time out When an Order with multiple shipping addresses is completed it will split in
177. nowledgments to specify the serial number of the notification This has been witnessed causing problems during testing o Onthe right side of the page under Account Information will be the Merchant ID and Merchant Key These will be needed for Google Checkout configuration in Magento When you are finished click Save at the bottom of the page You are now ready to configure your Magento settings in order to complete Google Checkout integration Setting up Google Checkout configuration in Magento Googie Checkout Signup for Googie Checkout Enable Yes zj Sandbox Yes x Debug Yes zj MerchantID Merchant Key Checkout Image Style Large 180x46 Transparend z Location United States x New order status Pending zl Continue Shopping URL Optional leave empty tor home page Hide Cart Contents During No gt Checkout N enabled cart contents will be hidden after clicking on the Google Checkout button in the shopping cart and restored if Edi Cart link was activated Google Checkout Shipping Merchant Calculated Enable Merchant No x Calculated Allowed Methods OA ng Metho Google Checkout Shipping Carrier Calculated Enable Cartier Calculated Yes x Carrier Calculated Methods FedEx Delivery Address Category Commercial zl Default price for methods 9 Default Package Width in 10 Default Package Height in 19 Default Package Length 19 in Google Checkout Shipping Flat Rate Enable Flat Rate No xj Rate 1 Ti
178. nt configuration settings so let s take this opportunity to discuss them along with the discussion of the localization settings Countries options e Default country Any time a country drop down is present in the admin or the front end it will automatically be populated with the country selected from this list The option you select here should be included in the Allow countries list below e Allow countries Any time a country drop down is present only the options selected from this list will be available to select in the drop down Locale options e Timezone Controls all settings related to time in your site such as timestamps or automated processes e Locale Controls the default language of your site Currency The other localization setting Currency can be reconfigured in a different location In addition to merely being able to select which currency will be your default currency there are many other currency settings that you can configure at this time as well Currency Configuration To configure the currency settings navigate to System gt Configuration and select the Currency Setup tab in the left column Currencies Options e Allowed currencies Select from this list each currency with which you would like your customers to be able to place Orders This can be unique for each website or store view The currencies that display in this list are actually determined in another currency list Navigate to
179. nt Websites however it cannot differ between Store Views contained under the same Website Store View means the value of this attribute for a given product can differ in all Websites and all Store Views For example if you were creating an attribute called Color with a Store View Scope you would be able to set the color of a product to green in one Store View and blue in another Store View Catalog Input Type for Store Owner This describes what kind of data the attribute will store What s set here determines how data entry for this attribute will take place For example a Description attribute would use a text field so that you can manually enter a description for each product whereas a Color attribute would use a drop down so that you choose the color of each product from a drop down list the values of which you will enter in the Manage Label Options tab Default Value If you choose to enter a Default Value each new product created with this attribute will automatically have this attribute prepopulated with the value you enter here However you will always be able to edit the prepopulated value This field will not display if you have selected Multiple Select Dropdown or Media Image as your Input Type If you have a Dropdown or Multiple Select Input Type you will be able select the Default Value in the Manage Label Options tab Unique Value If you designate an attribute to be a Unique Value that means the value selected
180. nto 117 Chapter 5 Promotions Marketing and Content Pages Customer Personalization In order to maximize the promotion of your products Magento offers several great ways for your customers to keep track of products and changes in your site Giving your customers control over which aspects of your site they can monitor gives them a more personalized experience and encourages them to be more involved in your site in general Wishlist The Wishlist is one of the more well known promotion features It allows your customers to designate products that they wish to purchase or have someone purchase for them at a later date Having your customers able to save products to a Wishlist greatly increases the likelihood that they will remember the products that interested them To enable Wishlists in your site navigate to System gt Configuration click on the Wishlist tab in the left column and select Yes from the Enabled drop down This will enable the Add to Wishlist link for every product listed in the category pages as well as in all product pages When a customer clicks this link for a given product they will be directed to their personal Wishlist page if they are not logged in they will be prompted to do so or register first and then they will be directed to the Wishlist page This page lists all items that your customers have added 118 My Wishlist Barcelona Bamboo Platform Bed was successfully added to your wishlist Clic
181. nto allows you to add your own custom watermarks to the images in your site to hamper visitors from making unwanted copies If you would like to add watermarks navigate to System gt Configuration and click the Design tab in the left column For each image type you can upload a separate image file that will be used as the watermark define the size of the watermark and define the position in which it will be displayed relative to your product images Design There is more about this in the Assigning Designs at the product level section below Inventory Inventory settings can be configured individually per product however there are also several very important global Inventory configuration settings Additionally many of the individual product settings can be set to use the default value the global setting Therefore it is beneficial to discuss the product settings and global settings together Please refer to the section about Stock Management later in this chapter for more detailed information Websites Product In Websites V Main Website Main Store English German French rl Udi Seven Udi Seven 1 English Store View If you re managing multiple Websites you can select the Websites to which this product is associated by checking the checkbox next to the Websites from which you want the product to be available Each Website will display here with all of the associated Stores and Store Views so that you know exactly w
182. o buy all three pieces together but we will get into that later on Setting up configuration and Attributes Now that you are ready to start creating products make sure that you have everything that you need set up There is one configuration feature that needs addressed If you haven t already done so navigate to System gt Configuration and select the Catalog tab In the Product Options box select your Default Tax Class By default Magento comes with one option for this drop down Taxable Goods If you will be selling products on your site which will need to be taxed select this option The Tax Class for all new products will automatically be set to Taxable Goods which will save you the time of having to manually change this option for each new product You can learn more about setting up the Tax Rates and Tax Rules that apply to the Taxable Goods Tax Class as well as creating new Tax Classes in Chapter 4 Get Ready for Selling In addition to this configuration setting make sure that you have created Attributes and Attribute Sets which you can apply to your new products You cannot change a product s Attribute Set once the product has been created although you can add Attributes to the Attribute Set and thereby add them to the product so make sure that you have the correct Attribute Set set up for your product before creating your product For more information about Attributes and Attribute Sets refer back to those sections in t
183. o the browser window so that you can see the formatted content as it will display to your customers in the email When you are finished with your edits click Save Template and you will be able to select this template to send to your customers for various purposes It will also add to the template list where you can Preview each template by clicking Preview in the Action column or edit the template by clicking on it 150 Email Sender To configure the addresses from which your customer emails will be sent navigate to System gt Configuration and select the Store Email Addresses There are five different sender to which you can associate an email address General contact Sales representative Customer support Customer email 1 and Customer email 2 For each of these senders you must designate the Sender name which is the name that will appear in the drop down menus throughout the admin where you can select to use these Senders for various purposes and the name that will appear next to the Sender Email in the emails sent to your customers You must also designate the Sender email which is the address from which the emails that you associate to this Sender will be sent Contact Us If you wish to allow your customers to be able to send comments to you via email Magento offers a Contact Us feature In order to enable this navigate to System gt Configuration click the Contacts tab from the left column and select Yes from the Enab
184. ociate an attribute click and drag it back to the Unassigned Attributes list Groups Unassigned Attributes AddNew Delete Selected Group brand_name Double click on a group to rename it ES General a Eis Egname Ej description Ej short_description Eg sku Ej weight 5 color Ed news_from_date EQ news_to_date Eg status Ejtax_class_id Ed url_key Eq visibility Ed gift_message_available T shirt Attributes shirt_size Pris EIE ESEE Ro PEE Eg price ap E brand_name Eg special_price a FE onarial dat 33 When you are finished click Save Attribute Set again to save the configurations Assigning Attribute Sets to Products When creating a new product you must first select the product s Attribute Set Navigate to Catalog gt Manage Products and click Add Product in the top right of the page New Product Create Product Settings Attribute Set Default Product Type Selecting the Attribute Set will load all of the corresponding Groups tabs and attributes into the product creation page Product information General New Product T shirts T Shirt Attributes H z T shirt Attributes Prices Meta Information Gender Images Design Size Inventory Brand Name Large Categories SN Small Piatatead Nradnata Note Once the Attribute Set has been selected it cannot be changed You can change the attributes in a product by creating a new product and assigning a different Attribu
185. om creating Invoices Shipments and Credit Memos to canceling and editing Sales Order When an order is created either from the front end or through the admin a Sales Order will be created to record this transaction It will be accessible in the Orders list by navigating to Sales gt Orders in the admin This is merely a temporary record however as the payment has not been processed and the Order can be canceled Invoice This is a record of the receipt of payment for an Order in some cases payment can actually be automatically received simultaneously during the creation of an Invoice thereby essentially making it a permanent record of an Order Multiple Invoices can be created per Order containing as much or little of the purchased item quantity as you desire However each unit of each item can only be invoiced one time so there is a finite limit to the number of Invoices that can be created Because this is a permanent record of the Order all quantity that has been Invoiced can no longer be canceled Shipment This is a record of the items in an Order which have been shipped Like an Invoice Multiple Shipments can be created per Order with a finite limit Credit Memo 168 This is a record of a refund An item cannot be refunded until it is paid as in an Invoice so you will not be able to create a Credit Memo until an Invoice has been created While it is a record of a refund it is not a record of a return the ac
186. omers You can see a list of every customer that is currently logged in by navigating to Customers gt Online Customers This list even includes customers who are not logged in They are referred to as Visitors and the First Name for all Visitors will be Guest For each customer you will be able to see the IP address from which they are accessing your site the time their session began the time of the most recent activity in your site and the most recent URL they visited When you click on a logged in customer you will be redirected to that customer s page in the admin o Fst Rame Last Kama Cred P Aht ess Sessan Stert Time Lest Activity 1 Ppa Last Ort 160 Chapter 7 Reports and Analytics Reports Magento includes several useful Reports to keep updated on anything from your customer s Shopping Cart to their Tags All of the reports can be accessed by navigating to the Reports tab and then locating the name of the desired report Every report can be downloaded in CSV or Excel format To do so navigate to the appropriate report select the desired format from the Export to drop down and click Export Sales Sales Report This report summarizes sales information for the designated scope and period of time The scope can be defined in the Show Report for drop down at the top of the page There will be one line for each Period A Period can be a Day Month or Year and is defined in the Show by drop down at the top of the page The n
187. onetary amount of those Orders The customers will be listed from highest to lowest by the number of Orders placed There will also be a row that totals the amounts of all Periods displayed in the report Review Reports Customers Reviews Lists all registered customers who have placed a review and the number of total reviews that they have placed Products Reviews Lists all products that have received a review the number of total reviews received the average rating and the time and date of the most recent review Clicking ona product will redirect to a list of each review placed for that product including the Nickname Summary the content of the review and the timestamp Tags Reports Customer Lists all customers who have submitted tags that currently have a Status of Approved and the number of approved tags submitted by the customer Clicking on a customer will redirect to a list of each approved tag including the product name tag name the site s where the tag is visible the site where the tag was submitted and the timestamp when it was submitted Products Lists all products for which tags have been submitted that currently have a Status of Approved and the number of unique approved and total approved tags Clicking on a product will redirect to a list of each unique approved tag including the tag name the number of times the tag has been applied to this product and the site s where the tag is visible Popular Lis
188. or entered for this attribute for each product must be different If Color was a unique value only one product could be green one be blue etc Values Required If you require values you must select a value for this attribute for each product you create You will not be able to save a product if this attribute is left blank Input Validation for Store Owner This controls the type of check Magento places on the values entered for this attribute for each product If you select None you can enter any type of information as the value for this attribute If you select Email for example Magento will make sure that the value entered for each product resembles an email address If it does not you will receive a warning message 28 Apply To Decide which Product Types will include this attribute The three Product Types in Magento are Simple Grouped and Configurable Products there is more information on the differences between these Product Types in the Products section later in this chapter If you select Selected Product Types a multiple select menu will appear where you can choose to which of the Products Types this attribute will be associated Use To Create Configurable Product This drop down will only appear if the Scope is Global and the Input Type is Dropdown If you select Yes this attribute will be a Configurable Attribute When creating a Configurable Product the next step after selecting the Attribute Set and Product Type i
189. ormation To enable this as a payment method you ll need a Website Payments Pro UK account To get one go to www paypal co uk It is free to register You will receive the account information for this payment method and it can entered in the PayPal Accounts tab in the Website Payments Pro UK section PayPal UK Direct also requires and Website Payments Pro UK account and these two methods will share the same account information so you probably would not enable both methods at the same time o URL Enter the URL to which Magento will send the payment information You can use the pilot URL to enable a test environment User Enter the User name from your PayPal seller account Vendor Enter the Vendor information from your PayPal seller account Password Enter the Password from your PayPal seller account Debug Flag If you select Yes all requests between Magento and PayPal will be saved in the Magento database Oo O 40 0 109 Functionality on Front End and Back End e When the customer selects this method from the payment method list they will see the message Your billing address will be ignored and you will be redirected to PayPal website When they press continue instead of navigating to the Order Review tab in the checkout they will be redirected to the PayPal website where they can review the order information When the order is submitted in PayPal the order will be created in Magento and the customer will be redirec
190. ossess You can associate Users to Roles in both the Users page and the Roles page Creating Roles To create a Role navigate to System gt Permissions gt Roles and click Add New Role Role Info Enter the Role Name Role Resources Choose the Resources or admin features to which Users associated to this Role will have access If you select all from the Resource Access drop down this Role will have access to all resources If you select Custom a resource tree will populate and you will have to select the checkbox for each resource to which this Role will have access Click Save Role Role Users Once a Role has been saved this tab will appear It will display all Users that are associated to this Role To see a list of all Users click Reset Filter Click the checkbox of all Users you want to associate to this Role and click Save Role again Assigning Users To create a User navigate to System gt Permissions gt Users and click Add New User User Info Enter all the information for this User The User Name and Password will be used by this User to log into the Magento admin panel For a User to be able to access the admin panel the User must be Active You can prevent a User from accessing the admin panel without deleting their User account by changing this to Inactive User Role Select the Role to which this User will be associated This page will produce a list of all existing Roles and you will only be allowed to choos
191. ossible workaround for such a scenario The goal is to install PHP5 as a CGI binary and configure the web server Apache to use it instead of the default PHP4 Requirements Every hosting provider has a slightly different way of doing things so it s important to know if this method will work with your provider before continuing Below is a list of the basic requirements that this document requires If you re unsure as to whether your provider supports these requirements pass the list along to them and find out Operating System Linux Web Server Apache with CGI support FileInfo override control via htaccess files A user writable cgi bin directory FTP access to your web root and cgi bin directories Step 1 Upload the PHP5 CGI binary It is possible to compile a PHP5 binary yourself but for the purposes of this solution we ve provided one for you You can download it here http www magentocommerce com support php5cgi php5 cgi Once downloaded use your FTP client to upload the file to your cgi bin directory If you don t know where your cgi bin directory is ask your hosting provider After uploading use your FTP client to set the proper mode on the php5 cgi file This function varies for each FTP client but it usually called Change Permissions or Change Mode or Chmod Once you find the function you must set the permissions so the web server can run this file There are two typical ways of representing fil
192. ot be available to add the cart regardless of the Stock Availability of each Simple Product Associated Products This is much simpler than associating products to a Configurable Product Grouped Products do not need to be in the same attribute set as their associated products so there is no attribute functionality tied in with creating Grouped Products You can associate any product to a Grouped Product in this tab by checking it When checked two fields unlock Default Qty and Position Marne sku Pree Def ant Qty Postion Arti sj black From From Frome To To To F 59 1 g 1 Ea t 1 1 Control the sort order of the items in the Position field As with all sort orders in Magento the product with the lowest number will have the highest position on the page You can also enter a Default Quantity which will be a pre populated value in the front end quantity box 51 Three Piece Suit Be the first to review this product Sian up for price alert Product Name Price Oty Black Suit Jacket 299 99 4 Black Pants 99 99 1 Black Vest 59 99 1 Availability In stock Ee OR Add to Wishlist Quick Overview A fi Still wearing that leisure suit that you wore to your cousin s wedding in 19787 Step into style and the 21st century with MORE VIEWS ane When you have completed all of your edits press Save You have now created a Grouped Product this designer three piece suit Related Products Up sells Cro
193. ount with DHL and this value will provided by them Shipping Key International You must create an account with DHL and this value will provided by them Shipment Type Select the container type that you typically use to package the products ordered from your store If you select a smaller package size but the weight of a product in the Order is large DHL may not return any results DHL will only deliver packages weighing up to 150 lbs Handling Fee If you desire you can enter a Handling Fee which will add to the shipping cost provided by DHL There is no indication in the Order that an additional Handling Fee has been added to the shipping cost Shipment Dutiable Indicates whether or not international duty charges can be applied to the shipment Package Description The content description of the shipment entered in this field will appear in the online tracking results Shipment Duty Payment Type Indicates from which party the international duty charges will be paid Allowed Methods DHL offers a variety of shipping methods You can choose which of this carrier s shipping methods to allow by selecting them from this menu The methods you select will display on the front end under the Title you designate for DHL Free Method In this drop down you can select which of this carrier s shipping methods you want to offer your customers for free Or you can select None This is similar to the Free Shipping method above howeve
194. ownloaded the installer package from magentocommerce com then follow this guide to complete the installation Installation 1 Download the zip or tar gz installer package from the Magento website and decompress it 2 Upload all the decompressed files to your web server via FTP 3 Create a MySQL database and user password for Magento This step varies by hosting provider and is out of the scope of this document Consult your provider s support documentation for instructions on how to do this 4 The top level Magento directory the one you uploaded the decompressed files to must have the correct permissions in order for the installer to proceed To do so navigate to the directory with your FTP client Then locate the function Change Permissions or Change Mode in your FTP client and select it Once you find the function you must set the permissions so the web server can write to this file There are two typical ways of representing file permissions in Linux As a number eg 755 As a series of permissions categorized into user group and other If your FTP client uses the first representation set the permissions on the directory to be 777 or 0777 If your FTP client uses the second representation set the permissions as shown in the image below o You can now adjust the attributes of your file s Note Not all ftp servers support the chmod feature Special User Group Other SUID Y Read Y Read Y Read SGID Y Wri
195. p down contained all the existing options that you previously defined when you created the Manufacturer attribute Price however will have an open text field where you can manually enter the price e Toadd more rules keep pressing the green button Each condition further limits the number products to which this discount applies To remove a condition click the red X button Conditions leave blank for all products WALL ofthese conditions are TRUE Manufacturer is Sony Price equals of greater than 100 e If you select Conditions Combination instead of one of the Product Attributes you can create and different set of ALL ANY and TRUE FALSE conditions within the overall condition For example in the first condition you can establish that the Manufacturer is Sony In the second condition you can create a Conditions Combination where you change ALL to ANY Within this subcondition you set the Price equal or greater than 100 and the Weight equal or less than 5 Ibs With this Conditions Combination the rule will apply if the Manufacturer is Sony AND either the Price is 100 or more OR the weight is 5 Ibs or less Conditions leave blank for all products WALL ofthese conditions are TRUE Manufacturer Is Sony ANY ofthese conditions are TRUE Price equats or greater than 100 Waight equals or less than 5 128 Actions Now that you have the Conditions set you can create the Actions This defines what Magen
196. ppear when creating a new product If you press Save And Continue Edit you will see three new tabs appear in the left column Product Reviews You ll see a list of all reviews that have been added to this product There is more information about managing Product Reviews in Chapter 9 User Generated Content Product Tags Shows all tags that this product has been given by users and the number of times each tag has been used Chapter 9 also has more information about managing product tags Customers Tagged Product A breakdown of individual customers who have tagged this product the grid shows their first and last name email and tag used When you have completed all of your edits press Save You have now created a Simple Product Creating a Configurable Product By its nature a configurable product is not useful unless there are simple products which can be associated to it Therefore the first step in creating a Configurable Product is to create two or more simple products containing different attributes that your customer will be able to configure on the front end Once you have created one Simple Product use the Duplicate Product feature to create the separate products without having to enter every value several times Once you have created and saved your first product select the Duplicate button on that product s page For the duplicated product change the attribute values which you are going to allow your customers to con
197. press Saver 13 82 2Day 15 54 Standard Overnight 26 82 Priority Overnight 32 41 First Overnight 64 02 DHL Express 61 94 C Next Afternoon 61 94 Second Day Service 32 55 Ground 8 10 Enabled Select Yes for the this method to be listed in the Shipping Method section of the checkout Select No for this method not to be listed UPS type To use United Parcel Service XML you need to have a license number and password Gateway URL This is the URL which Magento uses to connect to UPS and receive live shipping rates It will be prepopulated by default Title Enter the title of the shipping method as it will appear in the Shipping Method list All individual shipping methods contained within this title listed in the Allowed Methods list below will display beneath it with a radio button that the customer can select 86 87 Container Select the container type that you typically use to package the products ordered from your store UPS will only deliver packages weighing up to 150 Ibs Destination Type Select the destination to which you typically deliver your Orders Residential or Commercial Handling Fee If you desire you can enter a Handling Fee which will add to the shipping cost provided by UPS There is no indication in the Order that an additional Handling Fee has been added to the shipping cost Pickup method Select the method by which you prefer to delive
198. r Green Red Black 4 1 2 0 7 2 Magenta 453 97 The first step is to ensure that your configuration settings are correct Navigate to System should being a gt Configuration select the Advanced tab and set Mage_Poll to Enable This be Enabled by default but if it has been Disabled you must Enable it before ble to create polls If you want to Disable Polls select Disable When you are finished click Save Config To crea te a Poll navigate to CMS gt Poll Manager Poll Information Click on Add New Poll in the top right of the page The Poll Question will be the question displayed at the top of the poll in the front end i e What is the best open source e commerce solution The Status by default will be Open This is similar to Enabled To remove the Poll from your store select Closed Select which store views in which you want the poll to appear from the Visible In multiple select menu Poll Answers 1 Click on Add New Answer to add potential answers Each answer will list on the front end with a radio button by which the customer can select that answer Enter an Answer Title i e Magento If you want to influence the poll and skew the results you can add or remove votes from the Votes Count This will automatically increase each time a customer votes for this answer in the Poll Click Add New Answer for each answer you want to display in the poll and repeat the steps above 1
199. r in the footer of your site on the front end This is the first of the three locations where customers can sign up for RSS Feeds This link will contain links to any of the Catalog section RSS Feeds that you have enabled including the New Products feed If you do not have any Catalog feeds enabled this page will be blank 123 Your customers can click on each enabled feed link and subscribe to it individually Depending on which feed reader they choose the feed may include all corresponding items or only the most recent 20 For example for the Special Products feed one reader may display all products that currently have a special price whereas another reader may display only the 20 most recently created specials The second location is in the Wishlist as referenced in the Wishlist section above First however you must select Enable in the Wishlist section of the Configuration page This will create an RSS FEED link in the Wishlist page so your customers can subscribe to a feed listing the items currently in their Wishlist However since your customers already have access to the list of items currently in their Wishlist that is by logging in to their account and viewing their Wishlist page the RSS feature will probably be more useful for sharing the Wishlist with friends In the Share Wishlist feature which was described in the Wishlist section above there is a checkbox with a description reading Check this checkbox if you want to
200. r it will be listed with the DHL 92 section and contain the name of the DHL shipping method so that your customers know exactly by which method their order will be shipped to them e Minimum order amount for free shipping Also similar to the Free Shipping method above you can designate the minimum monetary amount of products your customers need to purchase in order for this shipping method to be free If this minimum is not reached this option will still appear in the list of DHL methods however it will cost the amount designated by DHL This field will be inactive if you select None for Free Method above e Displayed Error Message If this shipping method is not available because the customer does not meet the requirements set by the countries filter below this message will display in place of the radio button and Method Name However this message will only display if the shipping method displays This can be set in the Show method if not applicable drop down below e Ship to applicable countries Select which customers can use this shipping method All Allowed Countries means all customers from the default countries list can use this shipping method If you haven t already configured the default list it can be done by navigating to System gt Configuration clicking the General tab and selecting each country you wish to allow from the Allow countries menu If you want to further reduce the number of countries to which your customers
201. r packages to UPS Handling Fee If you desire you can enter a Handling Fee which will add to the shipping cost provided by FedEx There is no indication in the Order that an additional Handling Fee has been added to the shipping cost Allowed Methods FedEx offers a variety of shipping methods You can choose which of this carrier s shipping methods to allow by selecting them from this menu The methods you select will display on the front end under the Title you designate for FedEx Free Method In this drop down you can select which of this carrier s shipping methods you want to offer your customers for free Or you can select None This is similar to the Free Shipping method above however it will be listed with the FedEx section and contain the name of the FedEx shipping method so that your customers know exactly by which method their order will be shipped to them Minimum order amount for free shipping Also similar to the Free Shipping method above you can designate the minimum monetary amount of products your customers need to purchase in order for this shipping method to be free If this minimum is not reached this option will still appear in the list of FedEx methods however it will cost the amount designated by FedEx This field will be inactive if you select None for Free Method above Displayed Error Message If this shipping method is not available because the customer does not meet the requirements set by the countries f
202. r s On Sale now through September 21st e item s Show 9 per page View as Grid List Sort by Best Value x T Samsung MM A900M Nokia 2610 Phone BlackBerry 8100 Pearl Ace kik 1 kkkt tii The static blocks are incredibly flexible allowing you to create something as simple as a text category description or something as intricate as multiple image maps such as what we are showcasing on the Electronics category page You can also add blocks to a Landing Page by using the code block type cms block block_id block id You can read more about Landing Pages later in the chapter 138 Search entire store here Search Webcome to the Magento Demo Store M Home Bectronies Electronics CellPrones Don t ever lose touch with Memories fade but photos Isn t it time you got quality yourlovedones 4 are forever Te for your buck Use our phones Love amp Capture your memories Nie With Magento you can cherish it keep it by your with our quality digital M K bed side cause you need it Cameras OUR BEST SELLING GRANDS OUR BEST SELUING BRANDS OUR BEST SELLING BRANDS Savrisung Sorry BS iympus Kodak AC Nokia T o Argu ano Apo E eencKeerry D A rget our FREE SHIPPING 8100 PEARS v BACK TO SCHOOL Get your Acer Ferrari 3206 Now Toshiba M285 14 Landing Pages Landing Pages in Magento can be used for any static page from a Homepage to a Frequently Asked Quest
203. r than NOT LOGGED IN There are also a few other places where you can change a customer s Customer Group such as when creating a new order in the admin or creating a reorder in the admin To re assign the Customer Group for several customers at once refer to Batch Updates below Using Customer Groups as filters There are several places in Magento where you can filter features to only apply to certain Customer Groups You can filter Catalog Price Rules by navigating to Promotions gt Catalog Price Rules and you can filter Shopping Cart Price Rules by navigating to Promotions gt Shopping Cart Price Rules There is more information about both of these feature in Chapter 5 Promotions Marketing and Content Pages You can filter Tier Pricing by navigating to Catalog gt Manage Products selecting a product and clicking the Prices tab More information about this feature can also be found in Chapter 5 Batch Updates to Customers Similar to Batch Updates for products this feature saves you time by allowing you to change certain settings for multiple customers at the same time To make Batch Updates to customers navigate to Customers gt Manage Customers Select the customers to which you would like to make updates At the top of the customers list you have the option to Select All customers or Select Visible customers customers currently displaying on the page Or you can simply check the checkboxes of each 155 customer to which yo
204. r this method not to be listed e Title Enter the name of the payment method as it will appear in the Payment Information list e User This value is provided when you sign up for your PayflowPro account e Vendor This value is provided when you sign up for your PayflowPro account e Payment Action PayflowPro is an online payment method Therefore the credit card must be Authorized by the payment gateway when the order is submitted in order for it to complete However you can choose whether you want to Authorize Only or Authorize and Capture the payment simultaneously during the Order creation If you choose to Authorize and Capture an Invoice will automatically be 102 created for the full quantity of items in the Order For more information about Invoices refer to Chapter 8 Managing Orders e VERBOSITY The Verbosity level controls the detail of the transaction results such as declines or errors which are returned by PayflowPro Entering Low normalizes the transaction results by reducing the variation of the result messages to a set of nine specific possibilities Entering Medium does not normalize the results allowing for greater variation in these messages For security purposes it is recommended that you select Low e TENDER Enter the code referring to the method of payment which you will be accepting through PayflowPro The codes are o A Automated clearinghouse C Credit card O o D Pinless debit o K Telecheck
205. r your packages to UPS Allowed Methods UPS offers a variety of shipping methods You can choose which of this carrier s shipping methods to allow by selecting them from this menu The methods you select will display on the front end under the Title you designate for UPS Free Method In this drop down you can select which of this carrier s shipping methods you want to offer your customers for free Or you can select None This is similar to the Free Shipping method above however it will be listed with the UPS section and contain the name of the UPS shipping method so that your customers know exactly by which method their order will be shipped to them Minimum order amount for free shipping Also similar to the Free Shipping method above you can designate the minimum monetary amount of products your customers need to purchase in order for this shipping method to be free If this minimum is not reached this option will still appear in the list of UPS methods however it will cost the amount designated by UPS This field will be inactive if you select None for Free Method above Displayed Error Message If this shipping method is not available because the customer does not meet the requirements set by the countries filter below this message will display in place of the radio button and Method Name However this message will only display if the shipping method displays This can be set in the Show method if not applicable drop down below
206. rder page the same page that you reach when creating an order in the admin However it is similar to an Edit in the sense that all the fields will be prepopulated with much of the information from the previous order Only credit card number and card verification number will not autopopulate It is also like an Edit because the customer s current activities column may not appear if the customer does not have an account Unlike an Edit however this is treated as a completely new order It will receive its own Order and there will be no links to the previous order from the newly created order nor to the newly created order from the previous order Batch Updates to Orders Similar to Batch Updates for products this feature saves you time by allowing you to change certain settings for multiple Orders at the same time Batch Updates are made from the Orders list which can be accessed by navigating to Sales gt Orders Select the Orders to which you would like to make updates At the top of the Orders list you have the option to Select All Orders or Select Visible Orders Orders currently displaying on the page Or you can simply check the checkboxes of each Order to which you wish to make updates individually You can see the number of items selected at the top of the Orders list and it will update each time a checkbox is checked or unchecked When you have all the desired Orders selected chose your preferred Action from the drop down menu
207. re are two ways for a search term to be saved to this page All search terms used by a customer in the store will automatically save here Additionally you can manually enter a search term that you believe will be useful to your customers From the Store When a customer types any set of characters into the Search Bar at the top of the page and clicks Search those characters will save as a new search term provided this set of characters has not already been searched for The term will save whether or not the search returns any results in the store From the Admin 1 Click Add New Search 2 Inthe Search Query field enter the search term as you anticipate the customer will type it 3 If you anticipate that a customer may incorrectly type a term in the search bar but you still want this search to point to the correct results you can enter the correct term in the Synonym For field For example when searching for electronics if your customer accidentally types electroincs the 145 query will produce no results If you designate that electroincs is a synonym for electronics your customer will see the correct results If you prefer that a customer s search does not produce a results page but rather leads somewhere else such as an existing catalog page you can enter the desired web address in the Redirect URL field This web address can be within the same store or a completely different website altogether For example if you hav
208. reate an account on the front end will automatically receive this email e Password You will not be required to confirm the password because the characters are not hidden in this field Instead of entering a password manually you can check the checkbox to auto generate a password for the customer Either way the password will be included in the email sent to the customer Addresses In the Addresses tab you will have the option to enter one or more addresses for this account while creating it For each address you wish to create click Add New 153 Address As you enter the information in the fields on the right the address manager panel on the left will update The address manager panel will have a separate entry for each address and you can designate which address is the Default Billing Address and which is the Default Shipping Address by selecting the radio button The default addresses will automatically be selected from the address drop down each time an order is placed with this account in the admin or front end When an address is selected as either of the defaults the red X button will disappear because it will not be able to be deleted Customer Addresses Edit Customer s Address Add New Address City Los Angeles Magento Commerce z Varien ompany Varien 11832 WV Pico Blvd County United States xl Los Angeles California 90064 United States Fay T 310 964 8012 First Name Magento Default Billing Address
209. reated Addresses This includes all the customer s addresses and has the same functionality as when originally creating an account from the admin Orders 159 Lists all Orders created by the customer or created for the customer from the admin Clicking on an order will redirect to the Order page which contains for detailed information and has additional features such as creating Invoices and Shipments For more information about these features refer to Chapter 8 Managing Orders Shopping Cart Lists all products currently in the customer s Shopping Cart with the option to Delete each product Clicking on a product will redirect you to that product s page in the admin Wishlist Lists all products currently in the customer s Wishlist with the option to Delete each product Clicking on a product will redirect you to that product s page in the admin Newsletter Here you can subscribe or unsubscribe this customer from the newsletter as well as view a list of all the newsletters of which this customer is a recipient This looks very similar to the Newsletter Queue and includes both Sent and Not Sent newsletters Product Reviews Lists all Product Reviews submitted by the customer and clicking on a Review will redirect you to that review s page in the admin Product Tags Lists all Product Tags submitted by the customer and clicking on a Tag will redirect you to that tag s page in the admin Online Cust
210. rized by Google Checkout You can however choose whether you solely want to authorize the card or authorize and Charge the credit card at the time of purchase To find out more about charging credit cards and how to do so after an order is placed see the Handling completed orders in Google Checkout section below o Designate whether or not you would like Google Checkout to send you email notifications of any transactions made for completed orders This is separate from Magento notifications When you are finished click Save preferences at the bottom of the page e Integration o Shopping cart post security This checkbox is not mandatory however we recommend that it be checked o API Callback URL The URL should be in the format https yourserver com base_path index php googlecheckout api index php can be omitted if mod_rewrite is enabled The Callback method must be XML o Advanced settings These settings will determine what information Google Checkout sends back to Magento to populate in the order page Should be checked Provide the first name last name and full name of the buyer and order recipient in separate fields in the new order notification Return the buyer s ship to phone number in the new order notification Return the buyer s billing phone number in the new order notification Should NOT be checked Notifications must include any amounts involving a Google promotion Require notification ack
211. rs This payment method will only be listed for those customers whose order total is above the minimum if a value is entered and below the maximum if a value is entered e Sort Order If you are choosing to allow multiple payment methods this will determine in what order each method is listed in the front end Functionality on Front End and Back End e When the customer selects this method from the payment method list the customer will be required to enter the Purchase Order Number Payment Information C Credit Card saved Check Money order Purchase Order Purchase Order Number C Credit Card Authorize net C Credit Card Payflow Pro C Paypal Express Paypal Direct C Paypal Standard e The completed Order will display the Purchase Order Number in the Payment Information box 100 Authorize net Setup Enabled Select Yes for the this method to be listed in the Payment Information section of the checkout Select No for this method not to be listed Title Enter the name of the payment method as it will appear in the Payment Information list API Login ID Enter your Authorize net API login ID which can be be found in the Account Settings of your Authorize net account Payment Action Authorize net is an online payment method Therefore the credit card must be Authorized by the payment gateway when the order is submitted in order for it to complete However you can choose whether you want to Author
212. rs can use this payment method All Allowed Countries means all customers from the default countries list can use this payment method If you haven t already configured the default list it can be done by navigating to System gt Configuration clicking the General tab and selecting each country you wish to allow from the Allow countries menu If you want to further reduce the number of countries from which your customers will be allowed to use this payment method select Specific Countries This means that only customers whose billing address includes one of the countries listed in the Payment from Specific countries list below can use this payment method Payment from Specific countries This list is inactive unless Specific Countries is selected from the Payment from applicable countries list above It basically works as a filter so that this payment method will only be listed for those customers whose billing address is one of these selected countries Sort Order If you are choosing to allow multiple payment methods this will determine in what order each method is listed in the front end Functionality on Front End and Back End When the customer selects this method from the payment method list they will not be required to enter any information The completed Order will display the Title in the Payment Information box Check Money Order Setup Title Enter the name of the payment method as it will appear in the Payment Informatio
213. rt Price Rules navigate to Promotions gt Shopping Cart Price Rules and select Add New Rule As discussed in Chapter 3 this tool can be very useful to market Grouped Products To illustrate this let s revisit the example of the 3 piece suit introduced there Rule Information Checkout Price Rule New Rule Back Rosct O Sow maar Rae intorrmatron Coumabons maons 10 off piace sit ners e 10 discoum E fay purchase al t fine 3p tint me Orth Enabled zj i up esp soe ue ty zj e Rule Name Same as CPRs e Description Same as CPRs e Status Same as CPRs e Customer Groups Same as CPRs e Coupon Code If a code is not entered the rule will take effect once the customer reaches the cart without any action taken If a code is entered the customer will have to enter that code to receive the discount e Uses per coupon This is the maximum amount of times the Rule can be used total This limit will apply whether or not you require a coupon code If it is left blank there will be no limit e Uses per customer This is the maximum amount of times the Rule can be used per customer This limit will apply whether or not you require a coupon code If it is left blank there will be no limit e From To Date Same as CPRs e Priority Same as CPRs e Public In RSS Feed If you wish you can allow customers to be alerted of new Shopping Cart Price Rules via RSS feeds If you have enabled this feature you can determine h
214. rt will be free The next 5 items that they buy must be paid for and the 13th and 14th items that they add to the cart will be free and so on Free ground shipping Select whether you want to combine the coupon amount with a free shipping offer You can select For matching items only to offer free shipping only to specific items in the cart or For shipment with matching items to offer free shipping for the entire order when the designated items are present Stop further rules processing Same as CPRs Apply the rule only to cart items matching the following conditions This is similar to the Product Attribute Combination option that you can set in the Conditions tab You can select from the same list of Cart Item Attributes and Product Attributes This determines which items in the cart will receive the discount defined above when the conditions defined in the Conditions tab are met If you leave this section blank the discount will apply to the entire cart Update prices using the following information Apply Percent of product price discount xl Discount amount 4 0 Maximum Qty Discount is f Applied to Discount Qty Step Buy X Free shipping No x Stop further rules No x processing Apply the rule only to cart items matching the following conditions leave blank for all items IfANY ofthese conditions are TRUE SKU is black_jacket 1 SKU is black_vest_1 SKU is black_pants_1 This way only the
215. rtain category tip Make this page an anchor category and let your customers use layered navigation to find their products after viewing the landing page Static block and products means that the static block will display with the products listed directly beneath it This is useful if you want to have several category pages where the same static block content is needed but each feature different products In the CMS Block drop down select which static block you would like to display on your category page It will include all existing static blocks which can be created in the static block manager by navigating to CMS gt Static Blocks For more information about creating static blocks please read the section about them in Chapter 5 Promotions Marketing and Content Pages Attributes Creating an Attribute In Magento Attributes are quantifiable or descriptive aspects of a product from the color to the manufacturer to the SKU number There are two kinds of attributes in Magento Simple Attributes and System Attributes By default Magento includes all the necessary System Attributes These cannot be deleted and every product must have each of these attributes Therefore all Attribute Sets must include these products more on Attribute sets in the next section These type of attributes include Name Price and SKU without which a product would not function Simple Attributes on the other hand are attributes created by the Store Owner
216. s Websites and Stores One of the most powerful features of Magento is the ability to manage multiple websites and stores from one back end This allows store owners to manage stores on different URLs display the same products in different languages on the same URL along with a variety of other setups If you will only be selling your products from one URL in one language you will not need to use this functionality but the ability to easily expand into additional languages makes Magento scalable as your business grows out of your home market Websites A website is made up of one or more stores which share the same customer information order information and shopping cart This is a very broad term that can be adopted to define the unique needs of individual merchants Stores Stores can be setup in a variety of ways but remember that if they are part of the same website they will share certain information Store Views Store Views are mainly used for different languages so if you wanted to have a store displayed in English and Spanish for example you could create the store once and create two different store views for that store A few scenarios to define the different uses of website and store are as follows Scenario 1 One Website with multiple stores Website Dubloo Inc Store Low End For You Frugal For You High End For You Store View Low End For You Frugal For You High End For You Scenario 2 Two Stores with two store
217. s exarmple com 299 99 Apr 26 2008 Q Professor Peter Van Nostrand peter example com 299 99 Apr 26 2008 0 Stock notic ation was saved successfully al Page 1 oft pages Vew 20 perpage Total 1 records found First Homo Lest Mamo ime Date Sudeci bod Lest Notdicetion Sond Count Cherith Cutestory chemth exampie com Apr 22 2008 0 If you have either or both product alerts enabled this tab will appear showing a list of all subscribers to both Price Alerts and Stock Alerts for this product For each subscriber both alert lists show the name email the date they subscribed to this alert the time that the most recent notification was sent to them and the number of times a notification was sent to them For the Price Alert this is also one additional column For each subscriber it shows the price that the product had at the time they they described This includes Special Prices There is more information on how to configure Product Alerts earlier in this chapter Custom Attributes Jacket Attributes Color Black ieLoBa Button Count Three E eLosau If you have added any custom Simple Attributes make sure to configure those as well These can be scattered throughout the existing tabs or you can create new tabs in which to put them It all depends on the configuration of your Attribute Set 44 In this case the suit jacket Simple Attributes are in a new tab called Jacket Attributes These are all of the tabs which a
218. s dropdown window The Number of Uses field displays how many times a customer searched for this term As mentioned above the suggested search terms dropdown window displays up to ten terms The top ten terms are determined by the highest Number of Uses and they will sort from top to bottom based on this as well Therefore you can ensure that a certain suggested term will always display at the top of list by entering a high Number of Uses into this field When you re done click Save Search and you have successfully customized your search options 146 Advanced Search Search Settings Name Description SKU Price Manufacturer Nine Yest z Kodak Argus Olympus x Shoe Type Golf Shoes Biking Running High Heels xi Color Green 4 White Brown Magneta xj Tax Class default A Taxable Goods Shipping tax_killer zj shape in Depth Dimensions Model Processor Memory Hardrive Screensize Gender Womens Mens Boys Girls gt Shoe Size 3 A 5 In the footer of the front end is a link to the Advanced Search page As you will notice immediately the Advanced Search contains separate fields for each attribute For an attribute to appear in this page you must navigate to Catalog gt Attributes gt Manage Attributes locate the attribute and select Yes from the Use in advanced search drop down The field of each attribute will vary depending on the Catalog Input Type for Store Owner in the attribute s properties Some
219. s in the drop down multiple select menu relative to each other For the Dropdown Input Type you will have an Is Default radio button with which you can select one value For the Multiple Select Input Type you will have an Is Default checkbox with which you can select multiple values Anribute Information Wow Product Aarts en Co Propertes Manasye Label Optioers y you do net specify an option value for a store then the Gefwut vabas wil be usod hanen Eng Bamese Chinese Pots Portuguese haven Engish Bamese Chineso Poest Portuguese Postion ts Detaut Ac Option Large x ade i moroa Managing Attribute Sets An Attribute Set is a collection of attributes customized to fit certain types of products All Attribute Sets must contain all of Magento s System Attributes but you can customize them to include different combinations of Simple Attributes For example if you sell several different kinds of T shirts in your site you would want to create a T shirts Attribute Set which includes the Simple Attributes commonly shared by all of your T shirts This may include color size gender and brand Once 31 you have created each of these Simple Attributes refer back to the previous section for more details you can associate them to an Attribute Set A product is then associated to an Attribute Set during product creation and the Attribute Set s Simple Attributes will appear in the New Product page so that you can set the
220. s to select the Configurable Attributes for this product You will see a list of all the existing Configurable Attributes associated to the Attribute Set If you select the checkbox this attribute will be a Configurable Attribute for this product If you leave the checkbox empty this attribute while still a Configurable Attribute in your attribute settings will not be a Configurable Attribute for this product If an attribute is a Configurable Attribute this means that the customer will be able to select the value of the attribute from a drop down in the front end It is customer configurable For more information about Configurable Products please refer to the Products section later in this chapter Note This drop down is not related to the Apply To menu above An attribute can be a Configurable Attribute even if it is not applied to Configurable Products If this is the case you will be able to select the attribute as a Configurable Product when creating a product but you will not be able to see this attribute among the product s other attributes in the New Product page Frontend Properties Use in quick search If you select Yes Magento will search all the product values for this attribute when your customer uses the search bar in the header If you select to use Color in the quick search your customers will be able to type in green or blue and find products that match that color For more details see Chapter 5 Promotions Marketing
221. se No the URL Rewrites will include only the product name and there will be only one rewrite regardless of how many categories the product is associated to Product URL Suffix cache refresh needed This also affects how the URL rewrites autogenerate The value entered into this field for example html will automatically 20 be added to the end of your URL rewrite generated for products There is more about this topic in the section about URL Rewrites If you want to configure Magento integration of Google Sitemap navigate to System gt Configuration and select Google Sitemap from the left column Categories Products CMS Pages Options The sitemap settings for each of these three types of pages can be configured individually Frequency Designate how often you would like Google Sitemap to check each type of page for updates Priority Designate the priority that each page type receives in relation to the other page types when Google Sitemap updates Generation Settings Enabled Select Yes to Enable Google Sitemap autogeneration and automatic updates Start Time Select the time of day in 24 hour mode at which you wish Google Sitemap to update Frequency Designate whether you want Google Sitemap to update Daily Weekly or Monthly This can differ from the frequency that Google Sitemap actually checks for updates as defined above Error Email Recipient Enter the email address to which emails will be sent in
222. se specifications at magentocommerce com system requirements Once you have a hosting environment set up with support for these requirements you are able to download and install Magento to your server Downloading Magento Magento is free to download Simply go to magentocommerce com download and you will be able to download the software Magento is available for download in two different versions The installer version includes only the necessary files needed to begin the installation process and will be all that is necessary for most cases If you are planning on installing multiple versions of Magento the full version will be more useful as you will then only need to download the full version once and will then be able to download the installer version for each new version To keep it simple if you are confused about which version to download use the installer version Both versions are available in multiple formats to suit different needs If you are unsure of which version to download use the zip format Note If you are a developer and are familiar with SVN you can also checkout the newest version of Magento using SVN To view the most up to date command please visit magentocommerce com svn If you have successfully downloaded Magento you are now ready to install the software on your web server Installing and Configuring Magento Downloader Install This section covers the installer installation process for Magento If you have d
223. ss in the Newsletter block located in the left column Logged in customers can enter alternate email addresses other than the one associated to their account in order to have 135 newsletters sent there If they are not logged in at the time they will be subscribed as a Guest From this list you have the option to make batch updates to subscribers to unsubscribe one or more subscribers at one time To make Batch Updates to subscribers select the subscribers to which you would like to unsubscribe At the top of the subscribers list you have the option to Select All subscribers or Select Visible subscribers subscribers currently displaying on the page Or you can simply check the checkboxes of each subscribers to which you wish to unsubscribe individually You can see the number of items selected at the top of the customers list and it will update each time a checkbox is checked or unchecked When you have all the desired subscribers selected choose Unsubscribe from the Actions drop down menu also at the top of the customers list This will unsubscribe the selected subscribers from your newsletter when you press Submit Newsletter Problem Reports You can view any problems that the system had sending the newsletter by navigating to Newsletter gt Newsletter Problem Reports For example a newsletter sent to an erroneous e mail address will appear here Static Blocks By using Static Blocks you are able to create content for category
224. ss sells There are three types of product relations in Magento Related Products Up sells and Cross sells Shown on a product s page Related Products are meant to be purchased in addition to the item the customer is viewing They will appear in a Related Products menu at the top of the right column Simple Products will have checkboxes by which the customer can add them to their Shopping Cart When they add the main product to their cart all checked Related Products will be added as well RELATED PRODUCTS Check items to add to the cart or select all IV Black Pants 99 99 Add to Wishlist M e EE Black vest F 59 99 2 Add to Wishlist Configurable and Grouped Products will not contain this checkbox because the user must specify the settings of these products before adding them to the cart Also shown on a product s page Up sells are items that customers would ideally buy instead of the product they re viewing These may be better quality produce a 52 higher profit margin be more popular etc They will appear in a section labeled You may also be interested in the following product s which displays beneath the Additional Information section The Up sells will display with a link to that product s page navigating the customer away from the product which they are currently viewing You may also be interested in the following product s A Jacket that s way Another Jacket that s Better yet again better th
225. ssword they will have to confirm the password as well They will also have the option to sign up for the newsletter by 151 checking the checkbox When they click Submit the customer account will be created in Magento and the customer will by redirected to the My Account page There is more information later in the chapter about the features offered to your customers in this page Create an Account Personal Information First Name Last Name Email Address _ Sign Up for Newsletter Login Information Password Confirm Password Checkout If a customer is not logged in when they click the Proceed to Checkout button they will have the option to log in using their pre existing account or if they don t already have an account Checkout as Guest if you have enabled this or create a new account by selecting Register If they select Register and click Continue they will be redirected to the standard one page checkout page This is the same process that previously registered customers go through when checking out except that the First Name Last Name Email Address and Password fields will be blank When all of the information is entered and the Order is submitted a new account will be created using the information used in the checkout including the address information which will automatically be saved to the account 152 EJ Checkout method CHECKOUT AS A GUEST OR REGISTER LOGIN Register with us for future
226. stomers and the friends with whom they share the wishlist which will be described in more detail below The Wishlist can be accessed in the admin in a customer s page and during admin Order creation where products can be moved between it and the Order which will be covered more in Chapter 8 Managing Orders Compare Products The Compare Products feature is a useful way for customers to quickly compare product attribute information in a side by side view and it similar to the Wishlist in several respects The Add to Compare link appears in category and product pages however when the link is clicked your customers will not be directed to the Compare page The product will be added to the Compare Products quick view also 119 in the right column and the Compare page will only be accessed when the Compare Items button is clicked in the quick view COMPARE PRODUCTS 2 ITEMS Barcelona Bamboo Platform Bed New England Cottage Oakwood Clear All ttems Compare Items This produces a pop up window with a table of all products in the list Each product receives a separate column and each attribute name receives a separate row You can designate which attributes will display in this page via the Comparable on Front end drop down in the Attributes page refer back to Chapter 3 The products in the Compare page do not necessarily have to belong to the same Attribute Set or contain values for all the same attributes If one product
227. stomers will still be able to add quantity to their carts Click Save You have now customized the inventory characteristics for this product Batch Updates Products can be imported to and exported from the admin using the Magento DataFlow engine However in this section we will concentrate on making batch updates to products in the admin This feature saves you time by allowing you to change the attributes of multiple products at the same time There is similar functionality in several other places in the Magento admin from customers to Orders Each will be discussed in the appropriate chapter In the admin navigate to Catalog gt Manage Products Select the products to which you would like to make updates At the top of the products list you have the option to Select All products or Select Visible products products currently displaying on the page Or you can simply check the checkboxes of each product to which you wish to make updates individually You can see the number of items selected at the top of the products list and it will update each time a checkbox is checked or unchecked 20 eer vaae Tors 2 loa When you have all the desired products selected chose your preferred Action from the drop down menu also at the top of the products list Delete This will delete the selected products from your catalog when you press Submit Change Status Selecting this will produce a Status drop down menu to the right where you
228. t and more detailed information when View Details is clicked Newsletter Subscription Lists all newsletters with a checkbox next to the ones to which the customer is subscribed My Wishlist List all products that the customer has added to the wishlist with an option to add comments and add each item to the cart When the customer is logged in they can also see a quick view of their wishlist in the right column below the shopping cart feature Additionally the number of items in the wishlist will display next to the My Wishlist button at the top of the page Checkout with Multiple Addresses In order to be able to use this feature the customer must have an account and be logged in Checkout as Guest is not available for this checkout process even if you have enabled it Additionally there is no option to Register during checkout If a customer does not already have an account they will have the option to Create an Account which must be completed as a separate process before they can proceed to the checkout page For more information about Checkout with Multiple Address refer back to Chapter 4 Get Ready for Selling 158 Back End Once a customer account is created you will have access to more features in the admin than are available when creating an account in the admin These features include those available to the customer in the My Account page on the front end along with several additional features Customer View
229. t Yes all requests between Magento and Authorize net will be saved in the Magento database Email customer Specify whether you want Authorize net to send emails to your customers on the completion of checkout This does not influence the order confirmation email and other transactional emails sent from Magento only the emails sent from your Authorize net account Merchant s email Designate whether you would like Authorize net to send you email notifications of orders placed using this payment method by entering the email address associated with your account in this field If it is left blank no emails will be sent by Authorize net Credit Card Types Select the options which will appear in the Credit Card Type drop down on the front end 101 e Credit Card Verification Select whether or not the customer will be required to enter their Credit Card Verification number during checkout e payment from applicable countries Select which customers can use this payment method All Allowed Countries means all customers from the default countries list can use this payment method If you haven t already configured the default list it can be done by navigating to System gt Configuration clicking the General tab and selecting each country you wish to allow from the Allow countries menu If you want to further reduce the number of countries from which your customers will be allowed to use this payment method select Specific Countries This m
230. t can entered in the PayPal Accounts tab in the Website Payments Pro UK section PayPal UK Express also requires and Website Payments Pro UK account and these two methods will share the same account information so you probably would not enable both methods at the same time o URL Enter the URL to which Magento will send the payment information You can use the pilot URL to enable a test environment User Enter the User name from your PayPal seller account Vendor Enter the Vendor information from your PayPal seller account Password Enter the Password from your PayPal seller account Debug Flag If you select Yes all requests between Magento and PayPal will be saved in the Magento database oO 0 0 Functionality on Front End and Back End e When the customer selects this method from the payment method list they will be required to enter the Name on Card select the Credit Card Type enter Credit Card Number select the Expiration Date and enter the Card Verification Number e The completed Order will display the information entered by the customer in the Payment Information box except for the Card Verification Number Google Checkout Setup Setting up Google Checkout requires a more intricate configuration than with the other payment types In addition to configuring your settings in Magento you must also configure the settings in your Google Checkout seller account so that it will integrate with Magento If you wish to deploy
231. t contain X HTML markups and any necessary PHP tags to create the logic for the visual presentation of information and features Skins Skins are block specific Javascript and CSS and image files that compliment your X HTML What are blocks you ask Good question and don t worry we are almost done defining the components of Magento Blocks Blocks are a way by which Magento distinguishes the array of functionalities in the system and creates a modular way to manage this array from both a visual and functional stand point There are two types of blocks and they work together to create the visual output Structural Blocks These are blocks created for the sole purpose of assigning visual structure to a store page Examples would be the header left column main column and footer Header Left Main Footer Content Blocks These are blocks that produce the actual content inside each structural block They are representations of each feature functionality in a page and employ template files to generate the X HTML to be inserted into its parent structural block Examples are the category list mini cart product tags and product listing Header Site Navigation Category List Product Listing Product Tags z Sub Category List Compare Prodcuts a Newsletter ooter Callout Signup Links Unless you will be developing or designing for Magento you won t need to know any more than these terms For those of
232. t order each method is listed in the front end e Account Information To enable this as a payment method you ll need a Website Payments Standard account To get one go to www paypal com and click on Merchant Services It is free to register You will receive the account information for this payment method and it can entered in the PayPal Accounts tab in the Website Payments Standard section o Business Name Enter the name of your business as it appears in your PayPal seller account o Business Account Enter your Business Account as it appears in your PayPal seller account o Paypal Logo Image URL Enter the URL of the logo which you wish to display in place of the PayPal logo in the PayPal page to which your customers are redirected when checking out with this method o Sandbox Flag If testing select Yes If using in an active environment select No o Debug Flag If you select Yes all requests between Magento and PayPal will be saved in the Magento database Functionality on Front End and Back End e When the customer selects this method from the payment method list they will see the message You will be redirected to PayPal website when you place an order When the customer clicks Place Order in the Order Review tab the Order will be created in Magento but the payment will not be authorized The customer will be redirected to the PayPal website where they will submit the order again When it is submitted in PayPal the p
233. ta will load into the Template Subject and Template Content fields where you can customize them for your store 149 Load default template Template New account zl Locale English United States x Te Template Information Template Name Template Subject Welcome var customer name Template Content lt style type texticss gt a ee std alinn renter walinn tnn e Template Name This is the name of the template as it will appear in the drop down menus throughout the admin where you can select to use this template for various purposes e Template Subject This is the subject of the email that will be sent when you designate to use this template This can be loaded from a pre existing template above or you can create your own e Template Content This is the body of the email that will be sent when you designate to use this template This can be loaded from a pre existing template above or you can create your own All stylization must be in HTML format At the top of the page there are buttons which offer several more features If you have loaded a pre existing template or if you have created your own using HTML tags you can click Convert to Plain Text This will remove all HTML tags in the Template Content field and display only the text You can then return the tags by clicking Return Html Version If you leave the tags you can click Preview Template which will load the Template Content int
234. te range Stock Management Your ability to manage the details of your products inventory is more flexible than ever with Magento s Inventory Management System You will have the ability to control not only the quantity and availability but also the backorder capabilities and the maximum and minimum quantities the consumer is allowed to purchase Additionally you can create the settings system wide or customize them individually for each product 57 Creating stock management default options Navigate to System gt Configuration and click on the Inventory tab in the left column Stock Options Minimum Qty Allowed in 1 Shopping Cart Notify for Quantity Below 5 Minimum Gty for Items 20 Status to be In Stock Maximum Qty Allowed in 10000 Shopping Cart Decrease Stock When Yes x Order is Placed Allow Qty Below 0 Allow Qty Below 0 and Notify Customer Enter Minimum Qty Allowed in Shopping Cart This value requires the customer to purchase a minimum amount of each product in an order Backorders Enter Notify for Quantity Below When a stock of any product goes below this level Magento will automatically notify you via RSS Feed This ability works in conjunction with the Decrease Stock When Order is Placed drop down below because Magento cannot notify you of a low stock unless you also enable it to keep track of stock reduction In this field enter the quantity level at which Magento will send a notification In
235. te New Attribute button You will immediately see the new attribute at the bottom of new product page If you are managing multiple Websites or Store Views the attribute Scope will appear next to each attribute in the new product page This can be either GLOBAL WEBSITE or STORE VIEW This refers to the level at which this attribute is shared For example if the attribute Color had a WEBSITE Scope you would be able to set the color of a product to green in one website and blue in another website However within each website all the different Store Views would have to have the same color The Scope can be defined for each attribute You can refer back to the section about Attributes for more information on this configuration 37 General Name Black Suit Jacket STORE VIEW Description This jacketis sleek and simple and will never STORE VIBA go out of style Sewn from only the finest Italian fabrics it will last you a lifetime A great accessory for the office dinner with your in laws or just put it on when you are sitting on the couch so that you can feel important Short Description A stylish black jacket for any formal accasion STORE VIEM SKU black _jacket_1 GLOBAL Weight Ke GLOBAL Set Product as New from El AEBSITE Date Set Product as New to Date Eal AEBSITE Status Enabled WEBSITE URL key GLOBAL visibility Catalog Search x STORE VIEVV Allow
236. te Set You can also edit the Attribute Set and add or remove attributes however this will affect all products associated to this Attribute Set Products Before you begin to create the products that you will be offering in your webstore let s take a moment to explore the different product types that Magento offers and what these differences mean In Magento there are three product types that you can create Simple Configurable and Grouped Let s begin with Simple because this is the foundation for both Configurable and Grouped Products A Simple product is basically what its name indicates It is the simplest type of product to sell on your 34 website one individual product where the attributes are determined by the store owner It will have system attributes as all products require and can have simple attributes as well One example of a Simple Product would be a suit jacket It is presented on your website as a standalone item and as the store owner you define that it is black with three buttons on the front When your customers arrive at the page for this product they can see what the color and button count are in the product information section their only option is whether or not to buy this item A Configurable product however offers much more customer interaction Let s stick with the example of the suit jacket because as a Simple Product is the foundation for a Configurable Product In addition to this one suit j
237. te Y Write Y Write Sticky y Execute ww Execute Execute amp Cancel 5 If your server primarily runs PHP4 then you will require the PHP5 CGI Binary in order to continue Please read the PHPS CGI Setup appendix below and complete it before continuing to Step 6 6 Now use your web browser to surf to the Magento installation wizard If you ve uploaded the Magento files to http www example com magento then the wizard will be located here http www example com magento 7 Since you are using the installer version the downloader will be the first installation process to run It will attempt to download all the necessary components for a complete Magento install If you notice a few Warning messages zip by on the green on black screen don t worry too much about it The installer will detect an overall success or failure and if you see the Continue Magento Installation button at the end usually takes about 5 minutes then the process has succeeded Click the Continue Magento Installation button to continue on to the regular installer wizard 8 Once in the wizard you can configure various system level settings that are required for Magento to function Most options will be intelligently guessed for you but you re free to override any settings that don t look right At the very least change the database parameters in the first box Database connection to match those of the database you set up in
238. te as a percentage of the discounted price rather than the Subtotal You can also choose the Tax Class for Shipping if you want to charge tax on the shipping costs more on this in the Taxes section below Lastly you can calculate the Tax Based On the customers billing or shipping address or the shipping origin the address of your store or warehouse which you can define in the Shipping Settings tab If you choose to base tax on the shipping origin which is a fixed address that you must configure your tax rates will be fixed and you will then have the option to set Catalog prices include tax to Yes If you do Magento will subtract sales tax from the product price you entered in the catalog For example you have a product listed for 110 00 and the tax rate is 10 Instead of the customer being charged 10 on top of the 110 00 and paying 121 00 total they will only pay 110 00 total The actual product price will therefore be 100 00 and the other 10 00 will be used as the sales tax 10 00 is 10 of 100 00 The 100 00 price will be shown in the shopping cart as the Unit Price Excl Tax or the price excluding tax so your customers can see that the tax was already included in the catalog price they saw in your site Unit Price Qty Subtotal 110 00 ly 110 00 Update Shopping Cart Subtotal 110 00 Tax 11 00 Grand Total 121 00 Proceed to Checkout Tax not included in catalog price Unit Price Excl Tax
239. te multiple Root Categories each associated to different Stores The sub categories and products associated to those categories will only display in the Store to which the Root Category is associated If you do not want to create different Root Categories to display in different Stores you can select the same Root Category for all Stores Categories are discussed in more detail in the next chapter Store View As explained in Chapter 1 Store Views are best used to display a Store in multiple languages To create a new Store View click Create Store View in the upper right corner Select the Store to which this Store View will be associated The Code and Sort order fields work like those for Websites For a Store View to be visible on the front end it must be Enabled You can remove it from the front end without deleting it by selecting Disabled You can set unique Locales for each Store View Simply navigate to System gt Configuration and select the General tab from the left column In the Current Configuration Scope drop down above select the desired Store View Uncheck the Use website checkbox next the 15 Locale settings and select the Locale you prefer This Locale will only apply to this Store View Permissions Magento s Permissions module is both flexible and intuitive You can create predefined Roles which have specific access to various parts of the admin Then you can create users and select which Role each user will p
240. te the visual experience of your store Magento is built with the capacity to load multiple themes at once and therefore distinguishes themes into two types Default Themes Every interface comes with a theme called default which is the main theme of an interface When you assign an interface to your store the application automatically looks for this theme default and loads it to the front end In order to customize your store design you can either modify this theme or create a non default theme in addition and load it alongside the default The default theme must contain all the required layouts templates and skins to run a store error free and hence is the lowest theme in the theme hierarchy Non Default Themes A non default theme can contain as many or as few theme files as you see fit for your needs This type of theme is intended for creating temporary seasonal design changes to a store without having to create a whole new default theme By creating a few images and updating some of the CSS you can easily turn your store from a real bore to a stand out seasonal Christmas store Lets take a look at the components of a theme Layouts Layouts are basic XML files that define the block structure for different pages as well as controlling the META information and page encoding Layout files are separated ona per module basis with every module bringing with it its own layout file Templates Templates are PHTML files tha
241. ted back to Magento e The completed Order will display the shipping address information that Magento receives from PayPal Express PayPal Express does not send billing address information to Magento and this section will be empty The Payment information box will only display the payment method PayPal UK Direct Setup e Enabled Select Yes for the this method to be listed in the Payment Information section of the checkout Select No for this method not to be listed e Title Enter the name of the payment method as it will appear in the Payment Information list e New Order Status Select the Order Status of all new Orders created using this payment method from the drop down The recommended status is Pending as this is intended to apply to Orders which have not had any actions performed on them however you can change this to whichever status you prefer e Payment Action PayPal UK Direct is an online payment method Therefore the credit card must be Authorized by the payment gateway when the order is submitted in order for it to complete However you can choose whether you want to Authorize Only or Authorize and Capture the payment simultaneously during the Order creation If you choose to Authorize and Capture an Invoice will automatically be created for the full quantity of items in the Order For more information about Invoices refer to Chapter 8 Managing Orders e Credit Card Types Select the options which will appear in th
242. tem and the qty ordered invoiced shipped refunded and canceled Edit You can edit an Order by pressing the Edit button This will take you to the Edit Order page which contains all the same fields as an order being created in the admin including access to the customer s current activities in the left column and many of them will be prepopulated with the values from the original order including order currency items ordered customer email customer group billing and shipping addresses whether or not the address is saved in the customer s address book and payment method Shipping method credit card number and card verification number if applicable will not prepopulate The prepopulated products will only include those from the original order which have not been invoiced and or shipped Therefore if the entire quantity of the order has been invoiced and shipped you cannot make an Edit At the bottom of the page you will have the option to add comments and notify the customer If the customer is notified they will receive an email in the format of the order confirmation email If the customer used guest 181 checkout or an alternative checkout such as Google Checkout and does not have an account there will not be a current activities column When all edits are complete press the Submit Order button This will simultaneously create a new order and cancel the previous order The new order will have all of the same information
243. ter the Credit Card Number select the Expiration Date and enter the Card Verification Number e The completed Order will display the information entered by the customer in the Payment Information box except for the Card Verification Number PayPal Standard Setup e Enabled Select Yes for the this method to be listed in the Payment Information section of the checkout Select No for this method not to be listed e Title Enter the name of the payment method as it will appear in the Payment Information list e Payment Action PayPal Standard is an online payment method Therefore the credit card must be Authorized by the payment gateway when the order is submitted in order for it to complete However you can choose whether you want to Authorize Only or Authorize and Capture the payment simultaneously during the Order creation If you choose to Authorize and Capture an Invoice will automatically be created for the full quantity of items in the Order For more information about Invoices refer to Chapter 8 Managing Orders e Type This indicates the method in which the transaction information is sent to PayPal Magento currently only supports Instant Payment Notification IPN because this is the most secure method e New Order Status Select the Order Status of all new Orders created using this payment method from the drop down The recommended status is Pending as this is intended to apply to Orders which have not had any actions per
244. terested Whenever you update the status of that Order your customer will receive an RSS feed notifying them of the change There is more information on the My Account page and all of its features in 124 the next chapter and more information about order statuses in Chapter 8 Managing Orders Tier Pricing Tier Pricing is a promotional tool that allows a store owner to price items differently for higher quantities This is an effective way to move more merchandise and appeal to customers who buy more than one product at a time When a customer adds a certain quantity of a product to their cart the price is automatically changed to reflect the discount 1 Inthe Magento Admin Panel navigate to Catalog gt Manage Products 2 Find the product that you want to add tier pricing to or create a new product and click Edit in the Action column 3 Locate the Prices tab on the left and click on it Pree 16 99 uso Uso f Spec uso 1 Pr Customer Group oy Pree Action ALL GROUPS xj 2 15 99 ALLGROUPS j 14 49 ALL GROUPS x4 1249 ALL GROUPS sis 9 99 EC 4 Click the button that says Add Tier 5 Designate which customers will receive the tiered price in the Customer Group drop down You can make this tier available to only one Customer Group or ALL GROUPS There is more information about Customer Groups in Chapter 6 Customers Tip To apply a tier to multiple groups but not all groups create multiple tiers each with t
245. the Select Range drop down If you select the Amounts tab it will display the same information using the monetary amounts of the various Orders rather than the number of Orders placed At the bottom of this chart is the Revenue total monetary amount of all Orders Tax total monetary amount of all Taxes paid Shipping total monetary amount of all Shipping paid and Quantity total number of all Orders placed Underneath this section is four tabs each containing links to various pages of the admin The Bestsellers tab contains links to the five most purchased products The Most Viewed Products tab contains links to the five most viewed products The New Customers tab contains links to the five most recently created customer accounts Finally the Customers tab contains links to the five customers with the highest Total Order Amount 166 View Statistics for au Websites y E o 19 504 28 Select Frange Last days Fj CI 232 19 Customer Ren Grand let Guest 512252 Chorin Cutestory t 108 27 Bob Loblaw t 527099 Guest t 5900 Santos L Halper t s8900 Lasts Saaren Tams Saach Ferm Dasuta Mumbor of wos lt coloma naps 2 8 ii cares A 19 504 28 1 241 35 1 309 98 84 bamboo 7 cool o 8 Bestelers Most Viewed Products New Customers Customers Seach Term Rasuns Mumbor of Uses Product Hame Price Quertty Ordered t ps 2 8 Goody rose 20 00 bamboo 1 7 Pure Tulips 70 00 70 rose 3 7 Srei rose 49 99 0
246. the individual design options for categories If your product page has a design separate from the category page to which it is associated then the product level design will supersede the category level design Select the design you want from the Custom Design drop down Magento comes with several different design options out of the box If you leave this drop down blank it will automatically use the Current package name design This can be edited by navigating to System gt Configuration and clicking the Design tab Enter the name of the design you want in the Current package name field and this design will apply to all products for which you do not specify a different design With the Active From and Active To fields you can select a time frame in which the category will automatically switch to a design and then switch back to the blank option when the time frame ends This is perfect for the holidays so that you can create a holiday design for your pages and then have your site automatically switch back to the normal design whenever you want without having to remember to do it yourself The Custom Layout Update is essentially a static block with a few differences Rather than HTML the structure must be in XML format The Update will display on the product page below the product information whereas a static block will only display on a category page The Update will display on the page only during the dates specified in the Active da
247. the option to Select All Tags or Select Visible Tags Tags currently displaying on the page Or you can simply check the checkboxes of each Tags to which you wish to make updates individually You can see the number of items selected at the top of the Tags list and it will update each time a checkbox is checked or unchecked When you have all the desired Tags selected chose your preferred Action from the drop down menu also at the top of the Tags list e Delete This will delete the selected Tags from your site when you press Submit e Change Status Selecting this will produce a Status drop down menu to the right where you can choose to set the Status of all selected Tags to Approved Pending or Disabled The status will change when you press Submit Pending Tags hey From Frome Frome Frome To To To To From the Pending Tags queue you have the option to view the list of all products to which this Tag has been applied by locating the desired Tag and selecting View Products in the Action column For each product you can see how many times this tag was applied to it Clicking a product will redirect you to that product s page in the admin From the Pending Tags queue you also have the option to view the list of all customers who have applied this Tag to a product by locating the desired Tag and selecting View Customers in the Action column For each customer you can see the Store View s in which they used this Tag
248. three specific items listed will receive the 10 discount If the 3 piece suit is purchased in the same order as other items the discount will not apply to any of the other items e When you are finished click Save Rule Newsletters Newsletter Configuration The first step to creating newsletters is to configure the newsletter settings for your site To do so navigate to System gt Configuration and click on the Newsletter tab in the left column e Unsubscription Success Confirmation Email Sender Designate the address from which Unsubscription Success Confirmation Emails will be sent to your customers For more information on how to configure these email addresses refer to Chapter 6 Customers e Unsubscription Success Confirmation Email Template Designate the template of the Unsubscription Success Confirmation Emails For more information on how to configure these templates refer to Chapter 6 Customers 133 e Need to Confirm Select whether or not you customers will need to send an email confirmation reply in order to activate their newsletter subscriptions Newsletter Templates Before sending a newsletter create a newsletter template You can create and save as many of these as needed for any situation whether it be an annual holiday newsletter or weekly product updates To do so navigate to Newsletter gt Newsletter Templates and click Add New Template in the top right of the page New Newsletter Template oo oe
249. time by clicking the Capture button Once the payment has been captured the button will no longer appear e Void If the Order s payment is an online method and you have captured the payment through Magento either automatically during Order creation during Invoice creation or after the Invoice has been created the Void button will appear Pressing this will void the payment through the third party payment gateway Unlike Cancel the Invoiced quantity will no longer be able to be Invoiced again e Print You have the option to print a copy of the Invoice using the Print button This will open a pdf file containing all the Invoice information At the top of the Invoice slip will display a custom image and address These can be configured by navigating to System gt Configuration clicking the Sales tab in the left column and opening the Invoice and Packing Slip Design section Invoices packing slips and Credit Memos will use the same image and address The image will automatically resize to fit the dimensions 200x50 e Comments Invoice Comments can also be added to completed Invoices If you choose to notify the customer when adding comments the email notification configuration is located in the same Configuration page as above in the Invoice Comments section Shipment Options Create New You can create a Shipment for an Order by clicking the Shipment button at the top of the Order page This will take you to the the New Shipment
250. tion for Orders placed within the designated scope and period of time The scope can be defined in the Show Report for drop down at the top of the page There will be one line for each Period A Period can be a Day Month or Year and is defined in the Show by drop down at the top of the page The number of periods in the report depends on the date range designated at the top of the page Each Period will further be divided by the customer name For each customer name you can see the total number of Orders they placed the average monetary amount of those Orders and the total monetary amount of those Orders The customers will be listed from highest to lowest by the total monetary amount of their Orders There will also be a row that totals the amounts of all Periods displayed in the report Customers by number of orders This report summarizes customer order information for Orders placed within the designated scope and period of time The scope can be defined in the Show Report for drop down at the top of the page There will be one line for each Period A 164 Period can be a Day Month or Year and is defined in the Show by drop down at the top of the page The number of periods in the report depends on the date range designated at the top of the page Each Period will further be divided by the customer name For each customer name you can see the total number of Orders they placed the average monetary amount of those Orders and the total m
251. tivities are not shared Therefore selecting a store determines not only to which product list you will have access when creating the order but also to which of your Customer s Current Activities lists you will have access If you choose a store within a website in which the customer does not have an account an account will be created for the customer in that website upon completion of the order with all the customer information duplicated 169 Please select a store Main Website Main Store English C German C French Udi Seven Udi Seven 1 English Store View You are now ready to create the order From the Customers page 1 Navigate to Customers gt Manage Customers 2 Locate and select the customer for which you would like to create the order and click the Edit link in the Action column 3 Click Create Order 4 Select the store in which you would like the order to be placed You are now ready to create the order Creating the Order From this one page you have the ability to edit all aspects of the Order e Select the Order Currency from the drop down list e Manage the Customer s Current Activities in the left column Select the left checkbox for all products you would like to remove from the Shopping Cart Wishlist Last ordered items Products in Compare List Recently Compared Products or Recently Viewed Products and select the right checkbox for all products you would like to add to your order Sele
252. tle Rate 1 Amount Rate 2 Title Rate 2 Amount Rate 3 Title Rate 3 Amount 112 113 To complete Google Checkout integration you must now configure your settings in Magento To do so navigate to System gt Configuration in the admin and click on the Google API tab in the left column e Main Settings The main settings are all located in the Google Checkout section O Enable In order to provide your customer s with the option to checkout via Google Checkout select Yes This will add the Google Checkout buttons to the shopping cart adjacent to the default Magento Checkout button Sandbox This is the name of Google s test orders interface If you select No the Google Checkout button will direct to checkout google com Orders placed here are real so that when the order is charged the payment will be processed If you select Yes the Google Checkout button will direct to sandbox google com checkout This has the same checkout format as the real orders interface but orders placed here are for test purposes only so that when the order is charged no payment will actually be processed as the background text on the site explains Debug If you select Yes all requests between Magento and Google Checkout will be saved in the Magento database as well as Tools gt Integration Console in the Google Checkout seller account Merchant ID and Merchant Key These values are provided by Google and are unique for each account
253. to a customer when they click the Forgot Your Password link during log in 148 e Forgot Email Sender Designate the address from which the Forgot Password emails will be sent to you customers Contact Options and Emails Throughout Magento there are options to send your customers email notifications for various purposes from newsletter subscription to invoice creation Each option requires you to select the template of the email and the address from which the email will be sent Each of these two aspects is configured in a different location In addition to being able to contact your customers for various purposes you also have the ability to allow your customers to contact you via the Contact Us feature Editing Email Templates To create new email templates navigate to System gt Transactional Emails and click Add New Template in the top right of the page e Template From this drop down you can select one of the many pre existing email templates that are included with Magento by default These have been created for a number of purposes including currency rate update warnings Order updates from the admin and product stock alerts e Locale If you have Locales other than English United States installed you can select one of those Locales from this drop down prior to loading the pre existing templates This will load the selected template in the corresponding language of that Locale Click Load Template and the template da
254. to a Friend Options Magento s Email to a Friend option allows your customers to help you in promoting your site through word of mouth They can customize a message that will be sent in the email along with a link to the product from which they chose to Email to a Friend making it easier for people to find out more information about your products This is similar to the Share Wishlist feature available in the Wishlist refer back to Chapter 5 To configure your Email to a Friend settings navigate to System gt Configuration and select the Email to a Friend tab in the left column e Enabled Select Yes to Enable the Email to a Friend feature This will place the Email to a Friend link on every product page below the product name where your customers can click in order to use this feature e Select email template Designate the template of the Email to a Friend emails For more information on how to configure these templates refer back to Chapter 6 e Allow for Guests Designate whether you would like guests to be able to use this feature If you select No the Email to a Friend links will only appear for logged in customers 191 Max Recipients Define the maximum number of different email addresses your customers can enter each time they send an email They can add multiple address by clicking the Add Recipient button on the front end When they have reached this limit the button will no longer appear and they will be notif
255. to actually does to the product matching your conditions This is where the discount is defined e Apply Select how you want the discount applied to the product By Percentage of the original price By Fixed Amount To Percentage of the original price or To Fixed Amount The difference between By and To is that By subtracts the Discount amount from the original price whereas To sets the final discounted price to the Discount amount For example if a product costs 100 and a discount amount of 15 is applied By Percentage of the original price the final price would be 85 If the discount amount of 15 was applied To Percentage of the original price the final price would be 15 in this example you would choose By Percentage e Discount amount Enter the numerical value of the discount which will be either a percentage or fixed monetary amount depending on what you selected in the drop down above e Stop further rules processing If you have multiple promotions active on the same products at once and you don t want another rule to interfere with this one you would select Yes here This will cause Magento to ignore any other existing rules with a lower priority once this rules has been calculated For example if you have a storewide discount of 5 that you don t want to apply to products in this promotion you would select Yes here set the priority of this rule higher than that of the other existing rule and any products matching t
256. to all selected Orders You can also make batch prints of Credit Memos by navigating to Sales gt Credit Memos 182 Print All When you press Submit this will open a pdf file containing all the Invoice Shipment and Credit Memo information for all Invoices Shipments and Credit Memos respectively associated to all selected Orders 183 184 Chapter 9 User Generated Content Ratings and Reviews Managing Ratings Magento s Product Rating system allows you to customize rating categories by which your customers can rate products when they create product reviews Great For e Adding social shopping elements to your store e Increasing customer trust in your product e Increasing Conversions By default Magento comes with three pre existing ratings Price Quality and Value These can be edited by navigating to Catalog gt Reviews and Ratings gt Manage Ratings and clicking one of these Ratings To create a new Rating click Add New Rating in the top right of the page Rating Title e Default Value Enter the name of the Rating as it will appear in the admin e Store Views For each Store View you can enter a unique name for this Rating as it will appear on the front end If you leave the field blank for any Store View the Default Value will display in the front end of that Store View Rating Visibility e Visible In Select the Store Views in which this Rating will be available for your customers to rate produ
257. to multiple Orders There will be one Order for each unique shipping address and your customer will receive separate email notifications for each shipping address as well This is because in the admin there can only be one shipping address per order Because the Order is split each Order in the admin is fulfilled the exact same way as a regular Order For more information on managing Orders and Order fulfillment refer to Chapter 8 Managing Orders Shipping Methods Configure the Shipping Methods by navigating to System gt Configuration and selecting the Shipping Methods tab in the left column 80 Flat Rate 81 Flat Rate Enabled Title Method name Type Price Calculate Handling Fee Handling Fee Displayed Error Message Ship to applicable countries Ship to Specific countries Sort order Yes x Flat Rate Fixed Per Item 5 00 Fixed x 450 7 This shipping method is currently unavailable If you would like to ship using this shipping method please contact us AIl Allowed Countries x Af ghanistan E Albania Algeria American Samoa Andorra Angola Anguilla Antarctica Antigua and Barbuda Argentina x 4 i e Enabled Select Yes for the this method to be listed in the Shipping Method section of the checkout Select No for this method not to be listed e Title Enter the title of the shipping method as it will appear in the Shipping Method list All indi
258. ts all approved tags and the number of times each tag has been used in your store You can filter the tags by scope using the Show Report for drop down at the top of the page 165 Search Terms Lists all existing search terms including the number of results that displayed the last time the search term was used and the number of times a search has been performed using that term Both of those numbers however can be manipulated in the admin by navigating to Catalog gt Search For more information on Search terms refer back to Chapter 5 Dashboard While the Reports offer a variety of very detailed information about your site you can get a quick summary of some of the most important information regarding your site with the Magento Admin Dashboard By default the Dashboard is first page you will view when logging in to the admin In the top left corner is the View Statistics for drop down where like most reports you can change the scope of the data represented In the left column is a summary of your Lifetime Sales total monetary amount of all Orders and Average Sales total monetary amount divided by number of Orders followed by links to the five most recently placed Orders five Search Terms most recently used in the front end and five most popular Search Terms based on number of uses In the main section of the Dashboard in the Orders tab you can see a chart of Order frequency over a period of time which you can change in
259. ts in carts This report lists all products in your store including the price the amount of Shopping Carts currently containing that product and the amount of Orders placed containing that product Abandoned carts This reports lists all registered customers who added products to their Shopping Cart and then logged out with the items still in the cart For each customer you can see the number of line items in the cart total quantity total monetary amount of the products any coupon code the customer may have applied and the timestamps for when the first item was added to the cart and the most recent cart activity Products Bestsellers This report summarizes product information for products ordered within the designated scope and period of time The scope can be defined in the Show Report for drop down at the top of the page There will be one line for each Period A Period can be a Day Month or Year and is defined in the Show by drop down at the top of the page The number of periods in the report depends on the date range designated at the top of the page Each Period will further be divided by the product name For each product name you can see the product price and total quantity of that product which has been ordered There will also be a row that totals the amounts of all Periods displayed in the report Most Viewed This report summarizes product information for products viewed within the designated scope and period of time
260. tual returning of funds to the customer In some cases a return can be given simultaneously during the creation of a Credit Memo just as a payment is with an Invoice but it is not a necessary part Managing and Editing Orders This encompasses the remainder of options you have with regard to completed Orders It includes putting an Order On Hold Canceling the Order Editing various aspects of the Order or creating a new Order using the values from the original Order Creating Orders Accessing the Order Page There are two ways to access the Order Creation Page You can navigate through the Orders page or through the Manage Customers Page From the Orders page 1 Inthe Magento Admin Panel navigate to Sales gt Orders 2 Click Create New Order in the upper right corner of the page 3 Locate and select the customer for which you would like to create the order Or you can Create New Customer first 4 Select the store in which you would like the order to be placed When a customer creates an account in a website that account will exist either globally or only within the website in which it was created This depends on what you select in the Share Customer Accounts drop down in the Customer Configuration tab of System gt Configuration The Shopping Cart and Wishlist will be shared across the same scope as the account itself so these will not change between different store views however the rest of the Customer s Current Ac
261. u wish to make updates individually You can see the number of items selected at the top of the customers list and it will update each time a checkbox is checked or unchecked When you have all the desired customers selected chose your preferred Action from the drop down menu also at the top of the customers list a Po ka ten can asat Ab 4 ecamect 24 Select vieteri Ladas iiie j 6 heme selection Actont Assign a custome wj Grow a Meme Freed Group Tokephone zP Country StatePromnce Customer SEO enea Acter To r z 3 e mom Sumar e Delete This will delete the selected customers from your catalog when you press Submit e Subscribe to Unsubscribe from newsletter This will subscribe unsubscribe the selected customers to from the newsletter when you press Submit e Assign a customer group Selecting this will produce a Group drop down menu to the right which lists all existing Customer Groups other than NOT LOGGED IN Select a Customer Group and this will be assigned to the selected customers when you press Submit Front End and Back End functionality for Customer Accounts Front End Once a customer has created an account and logs in they will have access to features on the front end that they otherwise would not have This includes the My Account page My Wishlist and Checkout with Multiple Addresses My Account When a customer clicks on the My Account link they will be taken to the Account Dashboard T
262. ultiple items the Cross sells will rotate and not adhere to the Position Click Save r 0 1 Name lype Attrib Set Marne Status Viwibelty sku Price Porton Ary gt zj zj zj Frome Frome Product Comparisons One property of Magento attributes is the ability to make them Comparable on Front end If at least one attribute is in a product is Comparable on Front end customers will be able to add this product to their Compare Products menu Both System and Simple Attributes can be set to Comparable Once added to the Compare Products menu customers will be able to view the products side by side and make an educated shopping decision This is very powerful if customers desire they can compare a chair a television and a pair of running shoes These types of products may not have very many attributes in common probably only attributes such as SKU Price and Product Name but that is the power of this feature to allow your customers to customize their shopping experience There is more information about Product Comparisons in Chapter 5 Promotions Marketing and Content Pages Great For e Increasing Customer Convenience e Stores with a Variety of Products 54 Increasing Conversions You can control which data shows in Product Comparisons Each product attribute has a flag called Comparable on Front end which can be set to Yes or No To choose this Navigate to Catalog gt Attributes gt Manage Attributes In the grid
263. umber of periods in the report depends on the date range designated at the top of the page For each Period you can see the total number of Orders placed total number of items ordered and the total monetary amount for the Subtotal Tax Shipping Discount Total Invoices and Credit Memos of each order There will also be a row that totals the amounts of all Periods displayed in the report Sates Report o 4 JEZI sesno C SEA Sa ji ae pene ae aoe aaa 5 5 4 5 3255 5619 07 585 57 10 226 78 5 50 00 2005 1 1 Tota LA 23 30 224 110 iatesi 1900 17 1471 20 snars sans 240 0 Tax Report This report summarizes tax information for Orders placed within the designated scope and period of time The scope can be defined in the Show Report for drop down at the top of the page There will be one line for each Period A Period can be a Day Month or Year and is defined in the Show by drop down at the top of the page The number of periods in the report depends on the date range designated at the top of the page Each Period will further be divided by the Tax Rates For each 161 Tax Rate you can see the total number of Orders placed using that Tax Rate and the total amount of tax charged using that Tax Rate There will also be a row that totals the amounts of all Periods displayed in the report Shipping Report This report summarizes shipping information for Orders placed within the designated scope and period of time
264. ur site each time they arrive at your home page Additionally you can redesign a product page or change some attributes and then set it as new in order to rekindle some interest in that product 122 New Products Ataman char Lous 299 99 129 99 999 99 Pasta cat Add to Wishlist Add to Vishhst Add to Wishlist AGE to Compare Ag io Coroana Add to Comoara Your Recently Viewed _ mm Barcelona Bamboo Platform New Enofand Cott ane as Onkwood Bad 7 px 99 00 145 00 Cu is Add to Wishlist Add to Wishlist Arid to Cart Add to Compare Add to Compare Add to Wishlist Adot mpare Your Recently Compared Barcelona Bamboo Platform New England Cottege 99 00 145 00 dito cat Add to Wishlist Add to Wishlist Add to Compare Add to Compare RSS Feeds In addition to the XML update for newly added products the new product date range also controls which products will appear in the New Products RSS feed This is actually just one of several RSS Feeds to which your customers can subscribe keeping them informed about changes to your site or even changes to your customers personal accounts that they have initiated themselves In the front end there are three different places where customers can sign up for RSS feeds If you navigate to System gt Configuration click on the RSS Feeds tab in the left column A RSS and Select Enable in the Rss Config section an RSS link with the RSS logo will appea
265. various values Creating an Attribute Set To create an Attribute Set navigate to Catalog gt Attributes gt Manage Attribute Sets and click Add New Set in the top right of the page Before configuring the Attribute Set you must enter a name and import Attributes from an existing Attribute Set The Name will not be used anywhere on the front end and can be edited at any point Even if you have not created any Attribute Sets previously you can select the Default Attribute Set from the Based On drop down which comes with Magento by default from which you will import Attributes This includes all of the System Attributes organized into Groups according to their function The Default attribute can be customized just as any Attribute Set that you create Once you have created additional Attribute Sets you can choose any of these from the Based On drop down which will import the Simple Attributes and Groups from that Attribute Set saving you time during the configuration process When you are finished click Save Attribute Set The Attribute Set will be created and you will be directed to the configuration section Edit Set Name This field will contain the name that you entered in the previous step It can be edited at any point during the configuration or later on by editing the Attribute Set Groups Groups are like folders which contain attributes Each Group corresponds to a different tab in the New Product page This helps organize
266. vidual shipping methods contained within this title will display beneath it with a radio button that the customer can select e Method Name The external shipping gateways provide the names of the individual shipping methods to Magento Because this method is not an external gateway you must designate the name of the individual method here The radio button that the 82 customer can select will appear next to this Method Name There is only one individual shipping method available so there is only one field under Method Name e Type If you select Per Order the Price that you designate below will be the shipping charge for the entire Order If you select Per Item the Price will be multiplied by the quantity of items in the Order e Price For the Flat Rate you determine the amount your customers will be charged for shipping e Calculate Handling Fee If you enter a Handling Fee below this determines how the Handling Fee will be calculated It can be a fixed monetary amount or a percentage of the total shipping price e Handling Fee If you desire you can enter a Handling Fee which will add to the Price There is no indication in the Order that an additional Handling Fee has been added to the shipping Price e Displayed Error Message If this shipping method is not available because the customer does not meet the requirements set by the countries filter below this message will display in place of the radio button and Method Name
267. will appear in the front end When you are finish click Save Review If you set the Status to Approved this review will now appear in the front end Editing and approving pending reviews The process by which customers create reviews in the admin is very similar to the process by which they are created in the front end Customers however cannot edit the Status or Visible In fields When a customer first submits a review by default the 187 Status will be Pending It will therefore list in the Pending Reviews queue To access this queue navigate to Catalog gt Reviews and Ratings gt Customer Reviews gt Pending Reviews You can make changes to any review by clicking Edit in the Action column Select Approved to remove this review from the Pending Reviews queue and display it in the front end Select Not Approved to remove this review from the Pending Reviews queue without displaying it in the front end The Visible In field will automatically select the Store View in which this review was submitted however you can choose to change add or remove Store Views from this list You can also edit any of the content of the review You may notice there is a field here that was not present when creating a review from the admin Posted by This field describes whether the reviewer was logged in Customer or not Guest when they submitted the review It will say Administrator for reviews that you created in the admin When you are finished cli
268. wish to allow from the Allow countries menu If you want to further reduce the number of countries from which your customers will be allowed to use this payment method select Specific Countries This means that only customers whose billing address includes one of the countries listed in the Payment from Specific countries list below can use this payment method e Payment from Specific countries This list is inactive unless Specific Countries is selected from the Payment from applicable countries list above It basically works as a filter so that this payment method will only be listed for those customers whose billing address is one of these selected countries e Minimum Maximum Order Total These fields also work as filters This payment method will only be listed for those customers whose order total is above the minimum if a value is entered and below the maximum if a value is entered e Sort Order If you are choosing to allow multiple payment methods this will determine in what order each method is listed in the front end Functionality on Front End and Back End e When the customer selects this method from the payment method list they will be required to enter the Name on Card select the Credit Card Type enter the Credit Card Number and select the Expiration Date If enabled they will also be required to enter the Card Verification Number Payment Information Credit Card saved Name on Card Credit Card Type P
269. y price filters in the admin and catalog shopping cart price rules Search Engine Optimizations Configure these options to make your site more Search Engine Friendly Autogenerated site map If you Enable this feature a Site Map link will display in the footer on the front end directing to an automatically generated site map including a list of all of your existing categories In addition to the Autogenerated site map Magento allows for integration with Google Sitemap There is more information about this below Popular search terms If you Enable this feature a Search Terms link will display in the footer on the front end directing to list of all search terms displayed as a cloud This is an SEO feature because each of these search terms counts as a link to your site and is registered by search engines Popular Search Terms a bamboo barcelona bed blue colorful COO discount dog NOUSE fumiture green laptop mac macbook magento new notebook oakwood pe red rolex FOSE television test tulips watch Page Title Separator Enter a character in this field and it will be placed between the various Meta Information in the Page Title that displays at the top of the browser Use categories path for product URLs This determines how the URL Rewrites autogenerate If you choose Yes the URL rewrite for products will include the associated category and a separate rewrite will generate for each associated category If you choo
270. y Website that you have created Create New Account Options Email Template Select the template for the email that will be sent to a customer when they create a new account There is more information on how to configure these templates later in the chapter Email Sender Designate the address from which New Account emails will be sent to your customers There is more information on how to configure these addresses later in the chapter Default Email Domain This field is primarily used during admin Order creation In this process the email field is optional If it is left blank Magento will automatically generate an email address to associate to the Order The format will be Customer ID Default Email Domain During this process there is a checkbox allowing you send an Email Order Confirmation If you left the email field blank you would not want to send an Order email The automatically generated email is fictitious so it would bounce back Default Group Designate the Customer Group that will be assigned to all customers when they first create an account This drop down will list all existing Customer Groups other than NOT LOGGED IN There is more information about Customer Groups later in the chapter Need to Confirm Select whether or not you customers will need to send an email confirmation reply in order to activate their account Password Options Forgot Email Template Select the template for the email that will be sent
271. y time The image that displays for each line item is the Thumbnail image that you selected for each product For Grouped and Configurable products however you have the option to use the Thumbnail of the Grouped or Configurable product or the 66 Thumbnail of the associated Simple Product This is designated in the Grouped product image and Configurable product image drop downs respectively To use the Thumbnail of the Grouped Configurable Product select Parent Product Thumbnail To use the Thumbnail of the associated Simple Product select Product Thumbnail itself In the cart there is also a link to Continue Shopping so that your customers can add more products to the cart If they have a coupon code which will offer them a discount they must enter it in the Shopping Cart in the Discount Codes field there is more information about Shopping Cart Price Rules in Chapter 5 Promotions Marketing and Content Pages in order for it to be applied during Checkout 3 DISCOUNT CODES Enter your coupon code if you have one save10 Apply Coupon Ar When they click the Apply Coupon button the coupon will be applied to the cart and appear in the checkout totals in the bottom right corner Your customers can also receive Shipping and Tax estimates prior to the checkout process They must enter their Country State Province and Zip Postal Code in the Estimate Shipping and Tax field and click Get a Quote The available shipping rates will appear
272. you are managing multiple stores this will create a separate URL rewrite for each store Use Web Server Rewrites This controls whether Magento will automatically generate URL rewrites To access the list of existing rewrites this must be set to Yes Editing URL Rewrites Now you are ready to view the list of URL rewrites To access this list navigate to Catalog gt Manage Url Rewrites in the admin Click Edit next to one of the rewrites and you will be able to change some of the information General Information Type System zl Store Burmese zl ID Path producti 5 Target Path catalog productiviewsid 15 Request Path bamboo barcelona platform bed html Redirect Yes x Description Type For automatically created rewrites this value will be System For manually created rewrites this value will be Custom Neither can be changed Store The name of the store view to which the rewrite directs Because a separate rewrite is created for each existing store view this too can not be changed ID Path Will display in the format of Type ID If the Type is System it will further be specified as either category or product For products there may also be an additional associated category ID following the standard format This can not be changed Target Path This is the actual URL that points to the page It is a relative path automatically generated in a certain format and can not be changed 63 Request Path

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