Home

Magento Community Edition v. 1.8 User Guide

1. namas Figure 160 Payment Methods A few payment options are described as follows Saved Credit Cards 202 Payment This option enables you to take credit cards and to process them offline This method is useful when you have a card terminal in a brick and mortar store or have access to a virtual terminal This payment method is enabled by default in the Sample Data Tip When using the Credit Cards payment method it is highly recommended to configure an SSL certificate for your web store Note Saving customer card data is discouraged unless absolutely necessary Even though the data is encrypted it still poses a security risk to hold this information To set up the Saved Credit Cards payment method Select System Configuration gt Payment Methods to display the Payment Methods page In the Current Configuration Scope drop down list select the scope for these configuration selections Expand the Saved CC section to define credit cards as shown in Figure 161 208 Payment fared EC n ETE m Ta Tei mand harmi kung ce men Buan many a MEI m Ec e Ad Lini LETS Deas Dus Satoh Waa uus Senate Lad parare Duda Do Seu umm iame m Beppe nem Bebe bee Thrin Prym rum a Toyi Mum lei pes Axe Cesar iyi bam Cra Figure 161 Saved Credit Card Configuration Options 4 Make your configuration selections Most of these options are self explanatory The options that may need some explanation
2. country origin cpu_speed dimension finish gender J hard_drive zjhard drive speed zjin depth z manufacturer zmax resolution megapixels memory model processor m Figure 146 General Attributes Group with FPT Tax Attribute Step 4 Apply the Fixed Product Tax to Products To apply the FPT to products From the Admin panel select Catalog Manage Products For the product to which you want to add the FPT click the Edit link in the Action column In the Eco Tax area set the scope for the tax and the countries and states in which this tax wil apply Depending on the choices you make the input fields change to accommodate the details of where the tax will apply In the Tax box enter the amount for the Fixed Product Tax To add more countries or states to which to apply the FPT dick the Add Tax button You can apply a different amount for the tax for each locale where it applies 172 Taxes G When finished click Save Value Added Tax Some countries charge a value added tax or VAT on goods and services There can be different VAT rates depending on which stage you as a merchant are at in the manufacture or distribution of the products materials or services that you sell to your customers In this case you may need to use more than one VAT rate in your store for tax calculation purposes This section provides a sample procedure for setting up a 20 VAT in the U K
3. 289 Managing Orders and Customers 1 In the Admin Panel select System Import Export Import to open the Import page 2 Select Customers from the Entity Type drop down list 3 Select one of the Import Behavior options from the drop down list Append Complex Data Adds new or edited products to your store s database Magento CE will not create duplicate entries for existing products and customers included in your CSV file Replace Existing Complex Data Completely replaces your existing data or portions thereof Delete Entities Completely deletes your existing database or portions thereof 4 Click Browse and locate the CSV file in your local computer s file system Note The total size of the CSV file must not exceed the maximum size for your environment typicaly 32 MB and must be saved with UTF 8 encoding Check your spreadsheet or database application documentation for information about saving a CSV file with UTF 8 encoding 5 Click Check Data to validate the uploaded file G If the uploaded file is valid a File is valid response appears Import your products or customers by clicking Import If your file contains errors Magento CE notifies you of the errors and enables you to skip the erroneous rows and importing the valid products or customers by clicking Import When the import is complete the Import was successfully done message appears Managing Orders The section Managing Orders page 6
4. Figure 266 URL Redirect Information Verifying URL Rewrites This section discusses how to verify that a sample product URL rewrite is displayed correctly on your Magento web store 1 In the Admin Panel click System Index Management 2 Click Select All at the top of the left column 3 From the Actions list click Reindex Data 4 Click Submit The following figure shows an example FTT i Figure 267 Verifying Product URL Redirect 5 Click Catalog URL Rewrite Management To open the URL Rewrite Management page G Click a row corresponding to a product redirect The following figure shows the example used in this section 339 N o o O Indexing Open a new browser window or tab page In the browser s location or address field construct the URL to the product as follows Start with the scheme http or httos then your web store s domain name followed by Append to it the value of the Target Path field from the Admin Panel followed by Append to it the value of the Request Path field For a Magento web store whose domain is http www example com the URL should look like the following http www example com sale keyboard html Press ENTER The following figure shows an example of a successful redirect eon bee ee ped imi Cree PE EAR 11 MicroacA Asters Ergonomic Reqboerd d a Se a nacura Done b Bpap mg ee a F a mE a Fert rnm ER pper ag
5. In the Count in FriendBox column set the maximum number of friends that can be displayed in the related Facebook block By default it is set to 3 If you set zero value 0 or leave the field empty then the default value is applied 227 Design and Content 1 To save the configuration click Save Config in the upper right corner of the page Now the social networking buttons you have created and the corresponding Facebook blocks will appear on the product pages of your web store In the following section of this guide you can find the detailed description and illustrations of how these buttons look and work Facebook Open Graph 2 0 Extension Web Store Customer Experience 228 When the Facebook Open Graph 2 0 extension is successfully installed and all configuration is done the social networking buttons will be displayed on each product page in the frontend along with the Facebook blocks providing the information about other Facebook users and friends who clicked your social networking buttons for the product if set to be displayed Information provided in the blocks depends on the customer who is logged in to Facebook and whether his or her friends have performed some actions with your app that is clicked your social buttons The following situations are possible in this example the Want and own this social networking buttons were added Design and Content C 1 ustomer is not logged in to Facebook See Fig
6. Tier Pricing is a promotional tool that enables a web store owner to price products differently when higher quantities are purchased 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 shopping cart the price is automatically changed to reflect the discount To define Tier Pricing In the Admin Panel select Catalog Manage Products to display the list of products Click the Edit link on the right side of the relevant product s row Click the Prices tab in the left navigation panel Add tiers by clicking the Add Tier button You can create as many tiers as you need Prive EDER poets psn Tha Pica vanam Aen LES LORE Sja miie m0 rd arwebrieigueDpm auLoRoUPS xj de eaae 202 ca Upatus Pine Fre Dude feel Price Te O ie PIS anciihaliwe Vet putris hia zl s Core CH Figure 210 Specifying Price Tiers 261 Promotions 5 Click Save 262 Tip To apply a tier to multiple groups but not all groups create multiple tiers each with the same Qty and Price information and select a different customer group in each The prices on the frontend take precedence from the highest to the lowest quantity Therefore if you have a tier for the quantity 5 and one for the quantity 10 and a customer adds 5 6 7 8 or 9 items to the shopping cart then the customer gets the discounted price that y
7. price range after which the range cannot be further split The default value is 9 To save the changes dick Save Config Price Layered Navigation Algorithm Store Customer Experience The price layered navigation algorithm provides the optimal distribution of products among price ranges In addition the feature provides iterative splitting of price ranges Setting Up Your Catalog Previously if a customer selected to view products from a certain price range there was no further subdivision to smaller price ranges on the resulting catalog page For example if a store customer clicked the 0 00 99 range the price filter on the page with a list of products contained the selected range only See Figure 81 Shop By Prica 0 UU Se UC 100 0m 108 28 100 S700 O0 and abt 1 My color mine 1 shop By Currenthy Shopping by Price 0 00 90 90 Figure 81 Store customer experience with price layered navigation in Magento Enterprise 1 11 and earlier With the iterative splitting feature after a customer chooses to view the 0 00 99 range the price filter on the page with a list of products can contain several sub ranges See Figure 82 Shop By Price 0 00 99 99 90 100 00 199 99 100 200 00 and above 10 My color blue 1 Shop By Currently Shopping by Price 0 00 99 99 Price 0 00 29 99 20 30 00 49 99 20 50 00 64 99 15
8. Cross sell products are shown in a block below the shopping cart products as shown in Figure 192 240 Promotions Based on your selection you may be interested in the following items 19 Widescreen Flat Panel LCD Monitor 399 99 Add to Wishlist Add to Compare pa il Figure 192 Cross Sell Item Cross sell products are displayed after a product has already been added to the shopping cart By default three products are randomly selected by Magento CE from the products that have been defined as Cross sell products of all the products in the shopping cart To add Cross sell products to a product In the Admin Panel select Catalog gt Manage Products to display a list of products Click the Edit link that appears on the right side of the row of the product for which you want to define Related Products Select the Cross Sells tab in the panel on the left to display the Product Listing page Tip By default the list shows only products already selected as cross sells If there are none or you want to add other products click the Reset Filter button to display a list of all the products Use the check box in each row of the products that you want to appear as Crosssells for this product Click the Save button 241 Promotions Catalog and Shopping Cart Price Rules There are two types of price rules in Magento CE Catalog Price Rules and Shopping Cart Price Rules Catalog Price Rules are applied to
9. Magento Community Edition User Guide M Magento Versionl 8 Copyright 2013 X commerce Inc All rights reserved 04 01 13 Table of Contents Table of Contents AXADOUE TIS GUE spider agen utul Cn E SE bbb OCC REEF ENE OD n 1 2 Support and Contact Information uus eere teet rii n c ve d e e ERE Cr EE PR 1 3 Conventions Used in this Guides oae eiii ide ence A e bao KEY aed dd 2 4 Introducing Magento Community Edition sese eer rtpa qoc kh de ERR EC eR S e Rd 4 5i Basic Configuratio s aaa leto taa dua eene dedos rua ERR RARE EDEE Re b ERE EEA 12 6 Introducing the Frontend ssssseressseeserssrssereesseeserssrserrresseesersseseesressee 31 Z trod cing the Backend scimesca OD D E o D LS e Setting Up Your Catalog aussi ss Ea haunts numa ROO dd ce ERE sv Uta nts 74 9 Setting Up Your Store Hierarchy s ssssesserssueserssssersressersreressersreesererere 151 LORY E E DESI EoERIOOO0 533938 EE RERRERT AD ATE ERA 153 UM rose RTT ITIN ITI LIUM UTER ERR 179 Exc a RETDITTT TET T UU TU Umm 188 T3 2Design abd Content aiian hdi AA Sent Ca Lits eee ale oia Su AR E red 209 Te P TOTIOBODES aua inre su oid Pola ha Edad e LB QA a Ne Ho CoD WRAP eta ER oon 236 15 Managing Orders and Customers vs erepeo0000 78334 cee EE KE ER HK EXWENENVEXTET e oe t 28A 16 Managing Customer Generated Content ccccccsceeseeeeeneeeeeeeeeeeeaeeseenees 300 17 Monitoring and Improving the StOfFecssiuse s evident EE CP GG uis 312 18 Keepi
10. Manage Customers 2 Click the Add New Customer button to display the New Customer page as shown in Figure 223 Managing Orders and Customers Comte piprase Id i i d came abo nmm NUES Semm Figure 223 New Customer Page This page enables you to define basic identifying information about the customer and his her various addresses Many aspects of the information retained about a customer in Magento CE can be accessed by editing the customer s information as described in Viewing and Editing Customers page 223 3 The fields on this page are self explanatory Specify the customer s information and then dick the Save Customer button 286 Managing Customer Groups The customer group to which the customer belongs determines which discounts are given to this customer as defined in the Catalog Price Rules and Shopping Cart Price Rules described in the Catalog and Shopping Cart Price Rules page 193 and the tax rule that is applied to that customer Managing Orders and Customers To create and edit customer groups 1 In the Admin Panel select Customers Customer Groups to open the Customer Groups page as shown in Figure 224 B Custer Gipi Lis Figure 224 Customer Groups Page 2 Do one of the following To create a new customer group click Add New Customer Group To edit an existing customer group click the row for the desired group The customer group editing page opens as shown in
11. Request Enter a unique path to identify the product or category The path can be in any Path format that uses URL percent encoding Examples best valentines gift html greatest keyboard html products on sale html best products on sale now html 331 Indexing Redirect type Descript ion Enter a request path in one of the following formats Custom redirect Any valid path Category redirect System path Unless you set up a custom path using the CMS you should leave this field unchanged By default system category paths have a format like catalog category view id categorystring o Custom path Any valid path Product redirect System path Unless you set up a custom path using the CMS you should leave this field unchanged By default system category paths have a format like catalog product view id string or catalog product view id productstring category cate gory string Custom path Any valid path From the list click No Temporary 302 Permanent 301 Magento recommends choosing this option because search engines retain the page ranking Enter an optional description At the top right corner of the page click Save The following figure shows a sample product permanent redirect that adds the URL http www example com greatest keyboard html to the English web site for a product whose ID is 159 332 Indexing E io E ee Type E Pek beem ni e E laud Te
12. U Updating Magento CE 254 Uploading To the Server 12 Up sel Products 47 189 190 URL Product 99 URL rewrites 265 V Value Added Tax VAT 142 Value Added Tax VAT 279 ID validation 279 371
13. User Defined Qty When set to Yes this option enables customers to enter a quantity for a given selection 197 Setting Up Your Catalog Position Specifies the Orders of a selection Default Specifies the predefined value Grouped Product Associated Products Tab A grouped product enables you to purchase each of the items separately In the store a grouped product appears as shown in Figure 118 Magento Red Furniture Sat Ema afma ddr ad Ler Adio Pere Amin in sick tera Taw g Chae naw d Couch 9599 Double cir ns ation image bn view ud pacturg Gulch Ohare ew Love nad woul inet ene Peed Of handmade modem derby e 07 nci Figure 118 Grouped Product When creating a Grouped Product the Associated Products page enables you to specify which products are included in a group as well as the default quantity for each and their position order on the page E Bam wh Fena Feia ey Fosie v m deam Nore na Te Tet Tai Eg u man 1113 prsta MEE Chan ti p E orum TIT IX LII Figure 119 Associated Products in a Grouped Product 138 Setting Up Your Catalog Note There is no global price for grouped products Their price is controlled only by the individual elements that you purchase Configurable Product Associated Products Tab Configurable products must be associated with simple products using attributes that a customer can select from a configurable product page Th
14. mam m Ae PE ee nm ho e a ll 9 al ni tet m T dog 1 HMITTUS I Acree amag 0a eain cni iem Dun Ge mm d LE ru misi mal Vebu e Daciana Dn A Mar her xci LH Heras Tia iatis Mae Thuc Mema Al AaQ FR EG Rog peed Comte Fone nn E Cams CIRCE vus 1 Lir rel rabia Terier ons os Waa fiw FIERA i d ia Engin La i mim wk oe Mam ibe Fuari 129 Setting Up Your Catalog Figure 108 Product Reviews Tab Product Tags Tab This tab displays the tags that customers have assigned to a product and how many times each tag was used This tab is not available in new product records for which no tags have been assigned he ar t i Anz zi alan Bebo RES id gt appe 1 Er rl pre bpp bppo ed appr a ARUM ru hanc E picem Figure 109 Product Tags Tab Note You can dlick on a tag row to edit it or Approve Reject Disable or Delete it Customers Tagged Product Tab This page enables you to see which customers have tagged specific products P Ha Lam ases Er laa Figure 110 Customers Tagged Product Tab 130 Setting Up Your Catalog Note You can click on a tag row to edit it or Approve Reject Disable or Delete it Custom Group Configuration Pages Additional configuration pages may appear depending upon the groups that you have created using the Attribute Sets tool See Creating Attribute Sets page 92 for more information about attribute sets An example custom group T Shirts attrib
15. 2 Click the Add New Search Term button to display the New Search page as shown in Figure 253 Figure 253 New Search Page 3 In the Search Query field specify the incorrect spelling of the term latop in this example 4 n the Synonym For field specify the correct search term that is defined in your web store laptop in this example 5 In the Redirect URL field specify the URL to which the customer is redirected when no results are returned for the search term G Click the Save Search button 317 Google Analytics Google Analytics is a free service provided by Google to help website owners find out more about the traffic on their website and about conversions Magento CE supports both the following Google Analytics options t Page View Tracking Enables you to see the origin from which your web store visitors linked to your store E commerce Tracking Enables you to see which customers make purchases and what they buy You can sign up to this service at https www google com analytics While signing up a report is displayed showing your new Google Analytics account number in the following format UA XXXXXXX 1 Write this number down because it is required for configuring Google Analytics in Magento CE To add Google Analytics tracking to Magento 1 In the Admin Panel select System Configuration Google API 2 Expand the Google Analytics section as shown in Figure 254 Moni
16. Magento CE also provides multi shipping functionality that enables customers to ship items to more than one address at the same time This is a very useful feature for sending gifts for example This feature can be configured under System gt Configuration X SALES gt Shipping Settings gt Options Tip Customers can also register and create an account by using the My Account or Log In link on the top right of each page Figure 53 shows an example of checking out as a guest by selecting the Checkout as Guest option in the step above Click Continue to see the next step in which the customer can enter the biling and identification information Introducing the Frontend Figure 53 Checkout as Guest Click Continue to specify the Shipping Address select the Shipping Method and select the Payment Method The last step of the checkout process enables the customer to review the entire order as shown in Figure 54 EM mundi o du B Li Ee ear kaa ta Tii Figure 54 Order Review Introducing the Frontend Note The right column shows the summary of information entered during the previous checkout steps and enables you to change any of the information that is incorrect Customers then confirm the order and receive an order number or they can change their minds and edit their carts using the Edit Your Cart link If they proceed with the order and the payment is processed successfully then a Thank You
17. Price 5 Special Price 4 Group Price 3 Promotions For customers from the catalog price rule group Special Price 2 For customers from other groups Special Price 3 For customers from the price group Special Price 3 For customers from other groups Special Price 4 Important Note When a group price is set for a product then the catalog price rules for the corresponding customer groups are applied to the group price not to the regular price Newsletters Magento CE provides a Newsletter feature which enables store administrators to send newsletters to customers who have registered to receive them The first step in creating newsletters is to configure the newsletter settings for your site To configure newsletter settings on your site In the Admin Panel select System Configuration to display the configuration page 279 2 i Promotions In the CUSTOMERS area in the left navigation panel select the Newsletter option and expand the Subscription Options area to display the page shown in Figure 219 Lire oben Lpi TRII Emas Teergaan leer aatocripiion oco Dao T arrg Legum rmpier ETH Eneas uiler sn Suspen zung Emm ampri lirei upton iieii Pete Ta ee ETE rad anie ipfi I CONT Beacon Lou fer levosta Cahoon confir aon ataut T a bead ib Canis jas a JERFA mi See Luntzrrar Suppor Shin atg Ciim TE LENT w Figure 219 Newsletter Subscription Options In the Need
18. Price am config et 3137 58 Auch Oye rele rid dwe inpt r i pa Case eme Apirea But Crue oe ATE Mie Tiea Cate ete 9172 oe ba Cpu Ger Chap p pron Haid Deke oar 0 Ls GLA LEE air Vr4 268 Fam Lay IE MCN Ld Y Tras Miei 1514 90 c r Du pee od a i u TETE Li rot Voie o Bag rwai Pai Price am configured 1187 58 On ETIN Figure 115 Bundle Product 135 Setting Up Your Catalog ht Ww 136 In Bundled product types there are differences in the General and Prices pages as follows SKU Fixed or Dynamic General tab Specifies whether the entire product is assigned an SKU based on its components or is the SKU fixed for the bundle Weight Fixed or Dynamic General tab Specifies whether the entire product s weight is based on the weight of its individual components or is the weight fixed for the entire bundle Price Fixed or Dynamic Price tab Specifies whether the price of the product us based on the price of its individual component or is the price fixed for the entire bundle Price View Price tab Specifies whether the product s price is shown as a range from the least expensive component to the most expensive Price Range or is only the least expensive shown As Low As The Bundle Items tab contains the following settings Ship Bundle Items Specifies whether individual components are shipped separately or whether
19. When you click the Submit button a new page opens containing a list of all attributes for all selected products Select the Change check box for any attribute that you want to change then specify the new attribute values Click Save to confirm the changes Note You can use the Duplicate Product feature to create separate products without having to enter every value each time To use it click the Duplicate button on the product page of an existing product 143 Setting Up Your Catalog Creating Variations of a Product This section describes how to create variations of a product by adding input controls input options to a product s page An example of the variation of a product is the same product with different colors or sizes In this case a customized field must be added by you to enable the customer to select the required color or size Tip If you want to track the quantity that is sold of each variant of the product you must create a separate product for each variant of the product and group them in the product of type Configurable and not use the variations options described here To create variations of a product 1 From the Catalog menu select the Manage Products option to display a list of products 2 Click the Add Product button to create a new product or click the Edit link to the right of the relevant product to open the edit page 3 Select the Custom Options tab 4 Click the Add New Options button on t
20. email to be sent to your customers In the Template Content field use the WYSIWIG editor to compose the body of the email Note that this field is pre filled with tags showing an unsubscribe link in the email We recommend that you do not remove this link so that all emails that are sent enable your customers to unsubscribe from the newsletter 281 Promotions 7 Click Preview Template to display the content with the formatting as it will be viewed by your subscribers amp After you have finished editing the template click the Save Template button to save it Tip After you have saved a template a Save As button appears when you edit this template The Save As button enables you to 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 because you will not need to reenter all the template information in order to create a new template If you already have an existing template that is similar to the new template simply edit the fields that you require and then use the Save As button to create a new template Newsletter Queues A newsletter that has many recipients must be sent in stages The process of sending the newsletter is managed by a queue After you start this queue Magento CE sends the emails in packs To send your newsletter using a queue 1 In the Admin Panel select Newsletter Newsletter Templates to displa
21. for sales to retail customers For other tax rates and countries follow the general procedure but enter specific information that corresponds to your country VAT rate customer types and so on Note Before proceeding make sure to find out which rules and regulations apply to VAT in your area Note In certain business to business transactions VAT is not assessed Magento can validate a customer s VAT ID to ensure that VAT is assessed or not assessed properly For more information see Appendix VAT ID Validation page 279 Step 1 Set Up Customer Tax Classes To set up example VAT customer tax classes 1 From the Admin panel select Sales Tax Customer Tax Classes 2 Ensure that there is a customer tax class that is appropriate to use with the VAT For this example ensure that there is a customer tax class named Retail Customer If Retail Customer does not exist add it using the Add New button Step 2 Set Up Product Tax Classes Taxes To set up example VAT product tax classes 1 From the Admin panel select Sales X Tax Product Tax Classes 2 Click the Add New button and add three new classes o VAT Standard o VAT Reduced o VAT Zero 3 Click the Save Class button for each new class that you add Step 3 Set Up Tax Zones and Rates To set up example VAT tax zones and rates 1 From the Admin panel select Sales Tax Manage Tax Zones amp Rates 2 For this example you can choose to remove the
22. tree showing all categories and subcategories as branches Selecting No displays the categories and subcategories in a single column Minimum Lines per Page Determines the number of lines on each page when the site map is distributed among several pages Product Reviews This section enables unregistered guests in your store to write product reviews Product Alerts You can enable your customers to subscribe to two types of customer alerts by email price change alerts and in stock alerts For each alert type choose whether to enable users to subscribe to it and select the email template to use Also select a sender display name which applies to both alert types For more information on 78 Setting Up Your Catalog how to configure email templates and email sender addresses see Customizing Transactional Emails page 177 Fors xS E mad Tarrqisme Peau paca mati Dio l area rom Lora w Enoch Beet Erin Tempimas Pedut geek aet Cetin Terrie ern Lec we arn Lind Tarte Ganar Contact ww The price change alert creates a Sign up for price alert link in every product page Clicking this link subscribes your customers to this alert for that particular product so that they receive an email each time the product price is changed This includes adding or changing Special Prices in addition to the regular Price field The in stock alert creates a link called Sign up to get notified when this product is back in stock in every Out of
23. 2 Click Add URL Rewrite 3 From the Create URL Rewrite list click one of the following For Category Redirect to a category page Magento system category paths use the format catalog category view id category string You can optionally redirect to a custom CMS path if you have already set one up For Product Redirect to a product page Magento system product paths use the format catalog product view id string or catalog product view id product string category category string You can optionally redirect to a custom CMS path if you have already set one up Redirect to any valid path To use this option you must know the exact request and target path The bottom section of the page refreshes to reflect the choices available for the type of URL rewrite you selected 330 Indexing Do any of the following Custom redirect Enter the required information For more information see step 6 Category redirect Click the name of the category o Product redirect Click the name of the product For product redirect only Optionally click the name of a category or click Skip choosing category to let the product remain associated with its original category You need to click a category name only if you want the URL redirect to go to a different category Enter the following information Type Usually displays Custom Store From the list click the name of the store to which the URL rewrite applies
24. 237 Managing 235 rewrites URL 265 roling back a backup 250 Rules Catalog Price 194 Price 194 Shopping Cart Price 199 S Sales Order 228 sales reports refreshing statistics 244 Search Engine 74 Search Redirects 246 369 Search Synonyms 246 Search Terms 75 Searching 42 Shipment 66 228 Email 231 Rates 147 Settings 32 Tracking Number 231 shipping additional modules 151 flat rate 147 free 150 online rates 149 Shipping Rates 147 Shipping Settings 147 SHOP BY Panel 79 shopping cart dearing 53 231 Shopping Cart Rules 199 Appendix VAT ID Validation Simple Associated Product 119 Site Map 74 Skins 8 SKU 98 socal networking buttons 179 Sorting Products 44 Special Prices 206 Staging 370 Environment 253 store creating 127 store hierarchy 127 store view creating 127 Supervising Web Store Activities 6l Support 1 Synonyms 246 system backup 250 System Requirements 9 Tags Adding 239 Approving 239 Definition 4 1 Managing 238 Tax Cass 98 132 Customer 133 Tax Zones 134 Taxation Settings 129 taxes compound 144 W eco tax 137 fixed website creating 127 product tax 137 WEEE tax 137 management Weight 98 rues 135 Wish List 51 Vale Added Tax VAT 142 WEEE tax 137 Taxes 129 Testing Environment 253 Theme 170 Tier Pricing 208 Appendix VAT ID Validation tracking coupon code usage 206 Tracking Number 23 1
25. 65 00 79 99 15 80 00 99 99 20 Setting Up Your Catalog Figure 82 Store customer experience with price layered navigation in Magento Enterprise 1 12 Note A price range is not further splitted after the number of products which fall into this range reaches the threshold set in the Interval Division Limit field under System gt Configuration CATALOG gt Catalog Layered Navigation Managing Product Attributes 100 What is an Attribute in Magento An attribute represents a property of a product such as its name image SKU color manufacturer and so on Attributes enable you to add new product properties without having to write a single line of code or to add any columns to your database Understanding attributes is crucial for making your store easy to use for customers You assign attributes to your products in order to enable your customers and search engines to find them more easily Your Magento CE web store automatically displays products according to their attributes for easy accessibility by your customers in the SHOP BY layered navigation panel on the left of your web store as shown in Figure B Setting Up Your Catalog emat RE TD E ru ul oid L3 0 ILE hae Br LEA LEGS zig 1 ian TB Les p PU De Tha Mori eed Ter eie Cir Mak Dra Eum Lamp Fais Fui cmwrEAT LER Panay 7 ur aga Tuum Lan Lahiri ia ENSE sess LLLI z E BMON m LH E it E FIT Bae T iE ks Che
26. Coupons Usage PayPal Settlement Products in Carts Abandoned Carts Products Bestsellers Products Ordered Most Viewed Low Stock Downloads New Accounts Customers by Orders Total Customers by Number of Orders Customers Reviews Products Reviews Customers Tags Products Tags Popular Tags Search Terms Monitoring and Improving the Web Store Report Reports Sales Invoiced Reports Sales Shipping Reports Sales Refunds Reports Sales Coupons Reports Sales PayPal Settlement Reports Reports Shopping Products in carts Reports Shopping Cart Abandoned Carts Reports Products Bestsellers Reports Products Products Ordered Reports Products Most Viewed Reports Products Low Stock Reports Products Downloads Reports Customers New Accounts Reports Customers Customers by orders total Reports Customers Customers by number of orders Reports Reviews Customers Reviews Reports Reviews Products Reviews Reports gt Tags gt Customers Reports gt Tags gt Products Reports gt Tags gt Popular Reports gt Search Terms Path Shows amounts paid and unpaid for invoiced orders in the specified time period Shows orders shipped in the specified time period grouped by carrier method includes shipping charge amounts Shows refunds applied to orders in the specifi
27. Credit memo A credit memo is a statement of credits for example a credit for returned merchandise generates a credit memo According to your store policy you can apply the credit to future orders or refund the customer s payment method Cross sell Cross sell products appear next to the shopping cart When a customer navigates to the shopping cart page these products are displayed as cross sells to the items already in the shopping cart They are similar to impulse buys like magazines and candy at the cash registers in grocery stores 7 game Introducing Magento Community Edition Downloadable product A product such as a media file that the customer downloads from the store after purchase These downloadable files can reside on your server or be provided as URLs to any other server Grouped product This option enables you to display several similar products on a single page For example if you are selling chefs knives and you have the same knife in four sizes you can make a grouped product to display all four of these sizes Customers can select the size s that they want and add them to the cart from this page Invoice An invoice in Magento CE represents a confirmation of payment More than one invoice can be associated with a single order If the products in an order are shipped in multiple shipments then an invoice is generated for each shipment for the products in that shipment Order An order is a request for go
28. Cross sell Products Cross sell products appear next to the shopping cart When a customer navigates to the shopping cart page whether automatically after adding a product or otherwise these products are displayed as cross sells to the items already in the shopping cart They are similar to impulse buys like magazines and candy at the cash registers in grocery stores See Figure 44 Based on your selection you may be interested in the following items 19 Widescreen Flat Panel LCD Monitor 399 99 Add to Wishlist Add to Compare Figure 44 Cross Sell Item Introducing the Frontend Product Pages The backend enables you to define the type of information and functionality that is provided in a product s page Figure 45 shows a typical product page 7 Tem ius Ey buis Bard faeces Fame Sian S DEF Fea Gri piad Rand Ceep Piore Rocca LIE ore sty iomp mm CDm ee imm mum me rp ror b TLE WD rums tu Tanaka i evum WTETRIOIS SS eee DIBIEU nue a Lae i laa Pd m o ipu wu aPDIBILPIDAM AA LJ Een Posrsort Cemrruron TEER an Se NAE LIUM DAE 14 PE Cee Sarh ui lupe Hindu SIN SUE baH dr Jahier intra em LI Tha Cobo asi Ward aeg Pola mr cda ab comm ut ira i Tau map ihm TA Sl m has PY PFEGISETIN TAN bead ee ee manum logra Fm ama y E Rss Lore Soi iaai Murfacch Foo Far Derim BALLS 134 lewis PL Umm ine bte Wengert aam Uar pans majad Ecos p php wkk dam ip ik rn g bid Tew
29. Date fields set a date range for the rule to take effect If you leave the date range empty then the rule is enabled as soon as it is created Advanced Tip You can use the Priority field 1 is the highest priority when there are multiple rules It determines which rule takes effect first when more than one Cart Price Rule applies 7 By default an announcement of this shopping cart price rule is included in your store s RSS feed To suppress this announcement select No in the Public in RSS Feed drop down list Defining the Cart Price Rule Conditions After you have set up the general information for the price rule you create the Conditions that specify when the rule is triggered The following example shows how to create a rule that has one condition which checks when the shopping cart subtotal is over 100 To define Catalog Price Rule Conditions Select the Conditions option in the panel on the left and define a rule with the single condition Subtotal equals or greater than 100 as shown in Figure 202 Apps Met rule nnd thn Le DOW r Til en aper belek for ial pe retkaacts PALL cheis cendhens are TRAE SUB gaah er arpaber than 100 i 21 Promotions Figure 202 Shopping Cart Price Rule Condition Defining the Cart Price Rule Actions Now that the condition has been defined that triggers this rule you must define the actions to be taken The following defines that 1096 is reduced from the product s original pric
30. Fogel ad parkir E Figure 250 Report Filter Controls 312 The Show Report For drop down list enables you to select the store view or website or all websites to report on e The Match Period To drop down list enables you to select which records to report on based on either the order creation date or the order modified date The Period drop down list enables you to aggregate the report data into rows for each day month or year within your report From and To dates Use the From and To calendar controls to determine the start and end dates that wil be covered by the report For Order Status select Any to include all orders or select Specified to select one or more order status values from a list Monitoring and Improving the Web Store The Empty Rows drop down list enables you to select whether to include date period rows that have no data The Show Actual Values drop down list enables you to select whether to display actual Yes or projected No values Projected values are based on estimates of amounts to be paid When you are finished making filter selections click Show Report or Refresh in some reports to generate the report To export the report information shown on the screen select the CSV Comma Separated Values option or the Excel XML option from the Export to drop down list and click Export Refreshing Sales Report Statistics To reduce the performance impact of generating sales r
31. For example an attribute of a digital camera could be resolution and the value of this attribute for a particular digital camera could be 10 megapixels Customers can filter a list of products by values of one or more attributes Attribute Group A logical grouping of attributes within an attribute set Attribute Set A collection of attributes customized to fit a certain type of product For example if you sell several different kinds of T shirts on your website you can create the T shirts attribute set which will include the simple attributes commonly shared by all of your T shirts This may include color size gender and brand Bundle product This product is composed of components that are presented in different ways and are made from existing products A good example of a bundle is a complete computer For this computer you can configure how much RAM or what kind of monitor is included with this computer in your store Category A user defined product classification A category can have any number of levels of subcategories Configurable product This product enables your customers to select the variant that they want by choosing options For example you can sell T shirts in two colors and three sizes You would have to create six variants as individual products each with its own SKU and then add these six to a configurable product where customers can choose the size and color and then add it to their cart
32. In the Apply Discount on Prices field select whether any discounts applied include the tax or exclude it 13 In the Apply Tax On field select whether tax is applied to custom prices or to original prices 14 Expand the Default Tax Origin Calculation section to specify which country is used by Magento as the default for tax calculation as shown in Figure 134 Taxes Doiii Tax Origin Calculation Figure 134 Default Tax Origin Calculation 15 Expand the Price Display Settings tab to select how prices for products shipping are displayed in the catalog including tax excluding tax or both 16 Expand the Shopping Cart Display Settings section to select how taxes and prices are shown for products and in a shopping cart according to the requirements legal and otherwise of your store as shown in Figure 135 Shopping Cart Display Settings Display Prices Excluding Tax STORE VIEW Display Subtotal Excluding Tax e tsrog vem Display Shipping Amount Excluding Tax e tsroRE vew Display Gift Wrapping Prices Excluding Tax STORE VIEW Display Printed Card Prices Excluding Tax e tron vew Include Tax In Grand Total No e isrog vem Display Full Tax Summary No STORE VIEW Display Zero Tax Subtotal No STORE VIEW Figure 135 Shopping Cart Tax Display Settings 157 Taxes 17 Expand the Orders Invoices Credit Memos Display Settings tab to select how prices and t
33. Lower numbers have higher priority Important In order for compound taxes to work correctly do not select the Calculate off subtotal only check box when you set up your tax rules that apply to compound taxes This check box overrides the compounding calculation and cannot be used in conjunction with compound taxes To set up compound taxes 1 Set up all the tax rates that will be used in your compound tax rule See Tax Zones and Rates page 133 Taxes 2 Set up the first tax rule for compounding For the first tax rule be sure that you set a higher priority than you will set for the next tax rule which will be compounded on top of this first tax rule Lower numbers are used for higher priority Use O for the highest priority See Tax Management Rules page 135 3 Set up the second tax rule for compounding For the second rule be sure that you set a lower priority use a higher number than you set for the first tax rule 178 11 Shipping A variety of shipping rates are available for selection in Magento CE This section describes a few of these shipping rate options for your web store General Shipping Settings To configure general shipping settings 1 Select System Configuration Shipping Settings 2 Expand the Origin section and specify the address used for shipping calculations Typically this is the warehouse address from which products are shipped as shown in Figure 149 raja 6 Ciir Linii
34. Scope drop down list in the left upper left corner select the scope for which you want these configurations to apply 3 In the Enable Contact Us drop down list select Yes to enable customers to contact you by email with the Contact Us link or select No to disable this communication method 4 n the Send Emails To field specify the email that is used for receiving feedback when a customer uses the Contact Us option in the store 5 In the Email Sender drop down list select the email address from which feedback messages are sent Basic Configuration In the Email Template drop down list select the template to be used for the Contact Us form displayed on the frontend You can create custom email templates For more information see Customizing Transactional Emails page 177 Click Save Config to save your changes Sales Emails You can configure Magento CE to send emails that confirm an order invoice shipment or credit memo to both registered customers and store guests To configure sales emails sent to customers In the Admin Panel select System Configuration gt SALES Sales Emails In the Current Configuration Scope drop down list in the left upper left corner select the scope for which you want these configurations to apply Click the Order heading to expand the Order field set as shown in Figure 23 Bales Eras Eraciaz aa Piire Dezui Cirshrriibe ns Levu fas Ropret m m J Herde Pira Ut Dit Oair
35. U S tax rates or leave them as they are 3 Click the Add New Tax Rate button Add new rates as shown in the table below Tax Identifier VAT Standard Country and State United Kingdom Rate Percent 20 00 VAT Reduced Tax Identifier VAT Reduced Country and State United Kingdom Rate Percent 5 00 174 Taxes 1 Click the Save Rate button for each new rate that you add Step 4 Set Up Tax Rules A tax rule is a combination of a customer tax class a product tax class and a tax rate To set up example VAT rules 1 From the Admin panel select Sales Tax Manage Tax Rules 2 Add new tax rules as shown in the table below VAT Standard Name VAT Standard Customer Tax Class Retail Customer Product Tax Class VAT Standard Tax Rate VAT Standard Rate VAT Reduced Name VAT Reduced Customer Tax Class Retail Customer Product Tax Class VAT Reduced Tax Rate VAT Reduced Rate 1 Click the Save Rule button to save your VAT tax rules Step 5 Apply Tax Classes to Products To apply example VAT dlasses to products 1 From the Admin panel select Catalog Manage Products 2 Select a product from your catalog to edit 3 In the Product Information tab in the General section find the Tax Class option Taxes 4 From the list select the VAT class that applies to the product 5 When finished click the Save button Compound Taxes For compound taxes the total cost of a product or service is taxe
36. WEBSITE Figure 143 Fixed Product Taxes Options 4 Set Enable FPT to Yes 167 Taxes 5 Select one of the following options to determine how Fixed Product Taxes are displayed throughout your store product page catalog listing etc Including FPT only The displayed price includes a fixed product tax but not a description of the tax Including FPT and FPT description The displayed price includes a fixed product tax and a description of the tax Excluding FPT The displayed price does not include a fixed product tax Excluding FPT FPT description final price The displayed price is shown not including FPT and the FPT amount and subtotal are displayed on separate lines If you select Excluding FPT FPT description final price the following figure shows what your customers see on the shopping cart page Shopping Cart CLEAR SHOPPING CART UPDATE SHOPPING CART Discount Codes Estimate Shipping and Tax Subtotal 217 50 Enter your coupon code if you have one Enter your destination to get a shipping estimate Grand Total Excl Tax 217 50 APPLY COUPON Country Canada GST 5 10 38 Gift Cards PSRS FENA Enter the gift card code Please Select region diate or province T SK PST at 5 4 7619 10 37 cans Tax 20 75 Grand Total Incl Tax 238 25 Proceed to Checkout Checkout with Multiple Addresses Figure 144 Shopping Cart Page with FTP Shown Taxes Set Display Prices i
37. You might want to add custom ratings to enable customers to rate such aspects as durability warranty and so on This section describes how to create a new customized rating 1 In the Admin Panel select Catalog Reviews amp Ratings Manage Ratings to display the Manage Ratings page as shown in Figure 238 dasma Range 0 teens Figure 238 Manage Ratings Page 2 Click the Add New Rating button to display the New Rating page as shown in Figure 239 302 Managing Customer Generated Content New Rating 2 SSDS g rou norem aperi a neag EEG nr BORNE HB ee DAE ASH Le Orina gius Erigh Figure 239 New Rating Page 3 In the Default Value field enter a name for this rating 4 Click the Save Rating button Approving Reviews for Public Viewing New reviews that are submitted by customers must be approved by the web store administrator in the backend before they appear on the frontend To view and approve new reviews 1 In the Admin Panel select Catalog Reviews amp Ratings Customer Reviews Pending Reviews to display the Pending Reviews page as shown in Figure 240 308 Managing Customer LLL i Lu nl i e Gee ae es Ed E a _ te ew pu eee mtd Soe SS cn e fim r a E Fi iagi ZEHN Tua cem dl Zee ead Hn E Demwaim mim t a 15 B8 TT Pl asi emm Tawag w ner ms apes omm bapt Figure 240 Pending Reviews Page 2 Click the Edit link on the right
38. You can also dlick and drag attributes that are already assigned to move them between groups Managing Products This section describes how to define and edit products Tip You should first define attributes and an attribute set as described in Managing Product Attributes page 88 before you define products that have those attributes Product Types Magento CE offers a variety of product types that enable significant flexibility when defining products The following lists the available product types and their typical usage Simple Product This is the most basic product type It is suitable for all kinds of physical shipped products Grouped This option enables you to display several similar products on a single page For example if you are selling chefs knives and you have the same knife in four sizes you can make a grouped product to display all four of these sizes Customers can select the size s that they want and the quantity they need and add them to the cart from this page 111 Setting Up Your Catalog Configurable This product type enables your customers to select the variant that they want by choosing options For example you can sell T shirts in two colors and three sizes You would have to create six variants as individual products each with its own SKU and then add these six to a configurable product where customers can choose the size and color and then add it to their cart A very sim
39. a merchant and a customer are in different countries within EU and both parties are EU registered business entities VAT identification number VAT ID Validation enables store administrators to create more than one default customer group which will be automatically assigned to each customer during account creation address creation or update and checkout according to the customer s VAT ID and the customer s and merchant s location countries This feature enables merchants to create different tax rules for intra country domestic and intra EU sales and to apply the corresponding VAT amount automatically Note VAT related tax rules do not influence other tax rules and do not prevent applying other tax rules where applicable Only one tax rule can be applied at a given time Magento performs VAT ID validation using the web services of the European Commission server http ec europa eu taxation customs vies VAT ID Validation Quick Reference 347 The following table lists the main tasks concerned with the VAT ID Validation feature and the locations where they can be performed in the Admin Panel TASK ADMIN MENU SCOPE Create customer groups which Customers gt Customer Groups can be used as default for the VAT ID Validation functionality Enable the VAT ID Validation System gt Configuration gt CUSTOMERS gt Store view functionality Customer Configuration gt Create New Account Options o Set the default gro
40. ag Cuyon Dese F roe A Custom Damage Ta 3j Curiam Trapa Pedal Sanert Custom Lapcat Pisana Fei Custom Lini Upitabe HL Figure 172 Custom Design Options 9 Click the Layout field and then select one of the following options Empty Shows the content of an empty page with no header footer or side bars 1 Column Displays all the content entered in a single central column with a header and footer 2 Columns with left right bar Displays all the content entered on the page with a header footer and left right bar 216 Design and Content 7 3 columns Displays both the left and right columns from the design package with the content shown between 10 Click Save Page You can now open a browser and browse to this Landing page The URL is taken from the value that you specified for URL Key as described above For example our_history is added to the web store s URL 11 The following steps show how to add a link to this page from the frontend s footer Select CMS gt Static Blocks option to display the list of existing Static Blocks 12 Click on the Footer Links row to display the definition of the frontend s footer 7 Fam fiera Pottar Linke Seo Oooo HEE ee ee ee H D m BLE Ga Pe fe g amp A f JPEE E a Li TIU e EL Cadm Me Figure 173 Editing a Static Block 217 Design and Content 13 In the Content field use the WYSIWYG editor to add a link to the new page You can
41. are as follows Request Card Security Code Determines whether the payment method interface on the frontend requires the customer to supply the security code on the back of the card If your credit card terminal requires the security code set this option to Yes 3D Secure Card Validation Determines whether credit card validation is carried out using the 3D Secure system You must be a 3D Secure system subscriber and you must first set up the general 3D Secure configuration options in System Configuration Payment Services Payment 5 Click Save Config to save your changes This option appears in the web store as shown in Figure 162 FOR CH CKCarT PKOCRE 15 Eeg Lice gear eri Term Tasi teed Tan Brea J let Cs FT m oggi betsy caen TETT T UU NEM Y Lum g curvas P Crt Cord mae elsi idees Ciia Aaron and Lage irit t 1 aad fient T eh Caec BRUIT zl T Weare sud ami T rms Papia Ped de aed eee Liguria littl Lge Panga Peed Ets BaF ide ard Virt abe Pn Figure 162 Saved Credit Card Payment Method Frontend Customers who place an order in your web store and use the Saved Credit Card payment method see their card details as shown in Figure 163 Payment Information Name on the Card FirstName LastName Credit Card Type visa Credit Card Number 4111111111111111 Expiration Date 12 2010 Order was placed using USD Figure 163 Credit Card Information Frontend Tip You
42. as shown in Figure 75 Setting Up Your Catalog gaps Expand Al gt Rant Catalog 0 _ Furrfune fh Ling Raeom 4 Bedroom 2 3 Elirclpnnac s 425 5 1 Gell Ph rn s Ei Category T Ruben S a List T Cam ras H 3 14 Computers 20 zs Apparel E35 Sharks 19 0 2 She bd Hoodies i1 Figure 75 Category List If you have loaded Sample Data these sample categories Furniture Electronics and Apparel will appear in the category tree Disabled categories are listed in gray text Creating Categories This section describes the most important steps in creating a category To create a new category To create a new root category make sure that Choose Store View in the upperleft corner of the page is set to Default Config and click Add Root Category To create a subcategory select the parent category it can be either a root category or a category in the list and click Add Subcategory Four tabs of information are provided to describe this category General Information Display Settings Custom Design and Category Products Click each tab and specify the requested information as described below Note Required fields appear with a red asterisk Setting Up Your Catalog General Information Tab Most of the fields in this page are self explanatory In this tab you are asked to provide a category name description images used to represent your category as well as meta keywords and description
43. can use the following test credit card number to test the payment methods in your web store Vsa 4111111111111111 MasterCard 5555555555554444 American Express 378282246310005 Payment Checks and Money Orders This payment method enables you to accept paper checks and money orders as payment The order remains in Pending status until the payment is received or clears your bank if you prefer This payment method is enabled by default in the Sample Data Expand the Check Money Order section to define how checks and money orders are accepted in your web store as shown in Figure 164 Masa OMe Py ZG M nct rer Bac iwi ta pct Laos Cover TEE poems Ban Cita permitti Payment Figure 164 Check Money Order Configuration Options In the Make Check payable to field specify the name of the entity to which the checks must be made out This option appears in the web store as shown in Figure 165 Pi CHEUC ECT Pike 44 Listes Figure 165 Check Money Order Payment Method Frontend Other Payment Methods There are numerous other payment methods available in the backend and others can be obtained from Magento Connect tto www magentocommerce com magentoconnect Most of the configuration options for these payment methods are similar to the options described in this chapter Other configuration options are specific to each payment method and you should consult the information you received when you subs
44. change during the checkout depends on how the Validate on Each Transaction and the Disable Automatic Group Change settings are configured This section describes the implementation of the VAT ID Validation functionality for the checkout on the frontend In case a customer uses Google Express Checkout PayPal Express Checkout or another external checkout method when the checkout is performed completely on the side of the external payment gateway the Validate on Each Transaction setting cannot be applied Thus the customer group cannot change during checkout The following diagram illustrates the flow of VAT ID validation and customer group change during one page checkout 357 Appendix VAT ID Validation Figure 274 One page checkout with VAT ID validation VAT ID Validation Implementation Details Admin Experience 358 Appendix VAT ID Validation The VAT Number Customer Address Attribute Customer VAT ID value is stored in the vat id customer address attribute The default label of this attribute is VAT number Customer address attributes are managed under Customers gt Attributes gt Manage Customer Address Attributes The VAT number field is always present in all shipping and billing customer addresses in the backend It is not mandatory Displaying the field in the frontend is configured in the Show VAT Number in Frontend field under System gt Configuration gt CUSTOMERS gt Customer Configuration gt Cr
45. corresponding tax rule is configured in the system The actual customer group of a customer is not changed If new customer account is added during the order creation and an administrator confirms using the customer group that corresponds to the VAT ID validation results 362 Appendix VAT ID Validation then after the order creation the customer account is saved in the system and the customer group that was used for order creation is assigned to it 363 22 Index About Us 174 Access Permissions 13 Account My Account 51 Additional Shipping Modules 151 administrator users 249 Approving Ratings and Reviews 67 Reviews 237 Tags 239 Attribute Sets Defining 92 Attributes 88 Defining 89 Groups 94 Sets 92 auto generation coupon codes 204 Backend Accessing 23 364 Definition 5 backups 250 rolling back 250 Banners 46 Bestsellers Dashboard 62 Bundle Products 113 CAPTCHA 258 Cart My Cart 51 52 Cart Price Rule Actions Defining 201 Cart Price Rule Conditions Defining 201 Cart Price Rule Information Defining 199 Catalog Defaults 70 Price Rules 194 Rules 194 Shopping Cart Price Rules 199 Catalog Price Rule Defining 196 Catalog Price Rule Actions Defining 198 Categories 107 Creating 79 Definition 38 Displaying 78 Editing 84 Managing 77 Checkout 51 53 Checks 166 CVS 174 CVS Pages 174 Comments History 65 Community Polls 57 Managing 24
46. define attributes 1 Select Catalog Attributes Manage Attributes A list of existing attributes is displayed as shown in Figure 84 Fe a Figure 84 Manage Attributes Page 2 Click Add New Attribute to display the New Product Attribute page Figure 85 in which you can define a new attribute 102 3 Setting Up Your Catalog Ep pnp Abb La ee ON UD RIINS pati Tiye iri Nc TIDAL Cmscog randi Tipa n Des Tas Ffisig Due Datus ms mre iL hia ama Fresco ed hig Pur one Fo toes ere Fires agg Ta iE Pridat T peu Usa in Cusck Baith his Usa m epee Such na Lor ibi ur federal hin Lina in Lewi liangan i Cae he dub Lb Drope Bee hrer aed Eran isa im pamm Fanum geared Nasa i Dam bp een ey s T CUR CIS De Unipa Lewd god Fea La Fea Peu Bur CO e h z Pres Eppter gi picom m mime eg mun Bmw HTA Tag om Fran Tiri ka isi DA Feds Apa P ot Be fie Figs an iaa m Pee Log hee Sidi a nm iran Fr ark an Prodect Pi T Linke D X Figure 85 New Product Attribute Page In the Attribute Code field specify a unique identifier for this attribute Do not use spaces The code does not appear on the frontend In the Scope field select the scope to which this attribute applies The Catalog Input Type for Store Owner setting controls how a store administrator specifies values for attributes For descriptive textual attributes you can use the Text Field or Text A
47. eae Hanc Cam Cmte BP sce o ou tds Figure 149 Shipping Origin Settings 3 Expand the Options section as shown in Figure 150 icu EPeppmn E role ag bid i Mmm ch om cami Er t n repgen ia rmagipia E LUE Figure 150 Shipping Options Settings 4 n this section enable or disable shipping to multiple addresses Shipping to multiple addresses is very useful for stores that sell gifts It enables customers to send various parts of an order to different destinations 179 5 Click Save Config to save your changes Flat Shipping Rates A flat shipping rate refers to a fixed predefined cost for shipping which can be applied per item or per shipment according to your preferences To define flat shipping rates 1 Select System gt Configuration gt Shipping Method Shipping 2 Expand the Flat Rate section to define a fixed predefined amount for shipping as shown in Figure 151 Enab ed mna Tre Fiat Rale weed namt Fines Tree Par iem E Price 50 Calla Handgfee Faea E Hinding l as Despiart cria aa Tn grapping mated uc SATAN ungeaitabie Shop I ppc Cong Shep le Spec couninas hi pio d Eran Lathes eat angia jarja reca Bos trdar Figure 151 Flat Rate Shipping Settings 3 In the Enabled field select Yes The flat rate method then appears as an option in the shopping cart and on the shipping page during the checkout 4 The contents of Title and Method
48. for better search engine positioning Soa nz i mui Pagan gal Brace Lar Ceara mage ruga Fig ha Era heei p hart Dabber Phila p Pi virg ad eni iru Tau Figure 76 Create a New Category General Information 1 Specify a name for this category in the Name field 2 Set the Is Active field to Yes to specify that this category appears in the store 8g Setting Up Your Catalog In the URL key field you can specify 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 number If you leave this field blank Magento CE will automatically generate a URL 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 The URL key field is not displayed for root categories For Thumbnail Image use the Browse button to select and upload a thumbnail image to represent the category Specify a description in the Description text box This description is presented on the frontend Setting Up Your Catalog Note You can use HTML tags in this text box Alternatively dick the WYSIWYG Editor button to open a full function HTML editor The What You See Is What You Get WYSIWYG Editor includes a spelling checker for which you need to download and install a plug in for your browser G The Image field is used for a category i
49. io See Erin Ho isi Fibi Shigong Erma frea Shang mamas ig Saeni ungssatcia iN yox would ilo ja Heg using TR Sheps mated pae cera ud Ep ABwad Dounia ii Figure 155 Free Shipping Settings In the Enabled field select Yes to enable the method In the Minimum order amount field specify the amount for an order over which shipping is provided free of charge In the Ship to applicable countries field you can select the Specific Countries option to enable access to the field under it in which you can select specific countries so that free shipping is only applied to the relevant countries or you can select the All Allowed Countries to specify that free shipping is available for users from all countries Acquiring Additional Shipping Modules Numerous other shipping modules are provided at http www magentocommerce com magento connect and new ones are uploaded 185 often More information on installing shipping extensions is provided in Extending Magento page 256 12 Payment Now that you have a method to calculate the cost of the shipping of your products you can configure the payment options that enable the collection of money Magento CE offers several payment options and many more can be added by downloading Magento payment module extensions provided at http www magentocommerce com magento connect More information on installing payment module extensions is provided in Extending Magento page 25
50. km fum d LIT Pome ee mocwom Rub prises P ce rex Pad m pomi lares Mlaspmidis talara t E illi Mum bee rigen hor T iam shad ls ahia d Makna Mali PayPa i bam bpm amd Seep ere jjun acria Gel of acbidiss ai Praliswt jaiai Dem oma Puri Fa bm ga RAAN TE DUaNEI ee MAD BAS NOTOS A ee Fur Pe 334 Indexing Figure 268 Successful Redirect Note If a 404 Not Found error appears verify the target path precedes the request path and that each path is separated by one character Optionally verify category and custom redirects the same way Editing or Deleting URL Rewrites To edit or delete a URL rewrite Log in to the Admin Panel as an administrator Click Catalog gt URL Rewrites The URL Rewrite Management page opens Click the row of the URL redirect to edit or delete To edit a URL redirect you can also click Edit in the Action column To delete the URL redirect click Delete You are required to confirm the action To edit a redirect edit or change the information displayed on your screen For additional information see Creating New URL Rewrites page 268 Using Flat Catalog and Product Reindexing Magento uses the Entity Attribute Value EAV model for storing customer product and category data in its database Although the EAV model enables you to have completely extensible attributes for those objects object attributes are stored in multiple tables rather than one very large tabl
51. manufacturer suggests to sell the product If S specified it appears crossed out on the catalog and product pages on Suggested the frontend Retail Price 4 To save the settings click Save or Save and Continue 2 4 Promotions Note If a product added to the shopping cart has MSRP specified it will not be displayed crossed out in the mini shopping cart or in the shopping cart side block How MAP Is Applied for Different Product Types The following describes how MAP is applied for different product types Simple Virtual The actual price is not shown on the catalog and product pages it is displayed according to the Display Actual Price setting The custom Product type MAP implementation pe options prices are displayed normally Grouped Prices of the associated simple products are not shown on the catalog and product pages they are displayed according to their Display Actual Price setting Configurable The actual price is not shown on the catalog and product pages it is displayed according to the Display Actual Price setting The prices of the options are displayed normally Bundle with fixed The actual price is not shown in the catalog it is displayed price according to the Display Actual Price setting The prices of the bundle items are displayed normally Downloadable The actual price is not shown on the catalog and product pages it is displayed according to the Display Actual Price setting The pr
52. merchant account The default number of child authorizations in your PayPal account is 1 To increase this number you need to contact PayPal 4 Click Save Config in the upper right corner of the page to save the new configuration 200 Payment Managing Orders Paid Using PayPal Express Checkout with Payment Action Set to Order When the store customer submits the order having paid using the PayPal Express Checkout payment method for which the Order payment action is set the order with Processing status is created in the Admin Panel Two transactions are created for this order one with type Order and one with type Authorization See Figure 159 Nagertio En Fai nci Order vies Ortes ASO jus HL AH SUR PU en oe eo eo mina manni T EE Beek at amp arr bmm emee ee r T A Ete d a a nnr He ia ta Figure 159 Order transaction for PayPal Express Checkout The funds on the customer s account are put on hold and you can capture the payment only from the Magento Admin Panel To capture you need to create an online invoice Once you choose to create an online invoice Magento determines whether the number of days passed from the first authorization exceeds the Order Valid Period value If more days have passed you cannot create an online invoice for this order If the order is valid Magento determines whether the first authorization is valid comparing the number of days passed with the Auth
53. or with the information about how to see prices depending on the Display Actual Price setting 271 Promotions 272 Display Actual Price Defines how the actual price is displayed on the frontend Select from the following On Gesture Clicking the Click for price link opens a pop up window containing the actual price On all other stages of the ordering process in the shopping cart on the order review the actual price is displayed normally In Cart Clicking the Click for price link in a catalog redirects to the product page On the product page the price is replaced with the following message To see price add this item to your cart You can always remove it later The What s this link points to an information tip The text of the information tip can be edited in the Default What s This Text Message field The actual price is shown when customer adds the product to the shopping cart It is also shown during the checkout as usual Before Order Confirmation Clicking the Click for price link in a catalog redirects to the product page On the product page the price is replaced with the following message See price before order confirmation The What s this link points to the information tip The actual price is displayed on the Order Review step of the one page checkout or on the order review pages of the Google checkout or PayPal checkout In the shopping cart neither the prices n
54. page is displayed as shown in Figure 55 Your order has been received Theni poni lor roam gus t huge Figure 55 Thank You Page A confirmation email can be sent to the customer An example is shown in Figure 56 The confirmation email can be configured by under System Configuration Sales Emails Introducing the Frontend f Magento DMO 3 TOE Hello Tess Coriomes Thack y amp u Ter you arde thorn Milan Webs Cuore Cece your package thepa ves cell gerd an ead eth nk be Breck yout cedar You Gan check the adarus of your onder by logged eto pout account n ee any reran boat your order piosse conici uz ab durmevyemadfimagenracoemsers com or cia ae al E65 S540 Mandar Friday Bam 5pes PST Your ceder conlrmatan n below Thank you aan ler yaur hannert Your Order 8IEODMO pirimi os hey i 25609 Sling Reformation Payment Matrei Test Cusiomar Name on tho Cand Teri Curiomar Tett Erie Coda Cand Type Visa Tat Cay Calin S029 Cond Card Member sone 11 Wied Pate Espration Date D3201 1 T 122 123 1234 Shippieg Inbarmatien Shippisa Method Test Customer Flat Fate Fixed Tawi Shirai Tasi Ciy Caldomsa 560073 Unaed Slates T Wi drea Sh Oy Subtotal DVD plages ink i 15 i Eulsi ofall yn 00 Exsspgiry amp andi 5 00 Tika 4312 38 Grand Total 167 38 Th ek you spia Moin WebHte Stes Figure 56 Confirmation Email Managing Customer Relations Customer Emails Magento CE can send a variety of aut
55. physical shipped products Shipment A shipment is a record of the products in an order that have been shipped More than one shipment can be associated with a single order Shopping cart The set of products that a customer has selected to purchase but has not yet purchased Store The second level of your store hierarchy A website can have multiple stores each potentially with its own root category and a store can have multiple store views Store View The lowest level of your store hierarchy Typically a store view is created for each locale or language All store views under a given store share the same catalog Customers use a drop down list on the frontend to switch from one store view to another Tax rule A combination of a product tax class customer tax class and tax rate This rule defines which tax calculation is applied Up sell An up sell item is one that is offered to the customer as an alternative to the product the customer is viewing These products may be more expensive of higher quality or more popular or produce a higher profit margin Virtual Product This is a product that does not require shipping or inventory It is generally used for warranties or services Website The highest level of your store hierarchy You can have multiple websites and each website can have a different domain name Websites can be set up to share customer data or to not share data Typically each website has
56. price for MAP 269 Promotions In the order management and customer management tools as well as in the reports sections of the Admin Panel only the actual price appears Setting Up MAP MAP functionality can be configured at both the global and product levels On the global level you can enable disable the functionality apply it to all products define how the actual price is displayed and edit the text of the MAP related messages and information tips on the frontend When MAP is enabled globally product level MAP settings become available For a product you can choose to apply MAP specify the MSRP and define how the actual price is displayed Product level MAP settings override the global ones Setting up MAP on the global level By default the MAP functionality is disabled globally To enable and configure MAP 1 In the Magento Admin Panel select System and click Configuration 2 In the Current Configuration Scope in the upper left corner of the page select the desired website 3 In the left column under SALES click Sales 4 On the Minimum Advertised Price field set configure the following settings 2 0 Apply MAP Default Value Promotions Applies MAP to all catalog products Websit lt 1 e If set to Yes all prices in the catalog on the frontend are substituted with the Click for price links On product pages the prices are either substituted with the Click for price links
57. price is 18 75 as shown in Figure 129 146 aire amat w Cor Green E 418 75 Figure 129 rice Change for Product Variation Note If this oroduct is added to the customer s shonnina cart then the variation information appears there as shown below Importing and Exporting Product Data Unless you have a small product catalog the prospect of creating each product manually one by one is daunting Magento CE has a solution Import your product data from a comma separated values CSV spreadsheet file You can also export your product data to a CSV file Working with CSV Files In order to import a CSV file into Magento CE it must have certain characteristics Specifically each column heading must exactly match the Attribute Code for the attribute in that column Tip To ensure that a CSV files column headings are understood by Magento CE first export a product CSV file see Exporting Product Data page 147 Setting Up Your Catalog 126 You can then edit this file by adding or updating rows and then re import it For the Category column specify product category in textual form based on a category s path with a slash between each category level for example Furniture Living Room Do not include the Root Category in the path Setting Up Your Catalog Importing Product Data With the Import feature you can upload a file that contains the records for as many products as you want The file th
58. priority tax amount Calculate off subtotal Important Check this checkbox for taxes to be calculated off only the subtotal only of the order This means that for this tax rule tax applies only to the subtotal of the order Sort Order Specify the order in which tax rules are displayed on the Manage Tax Rules page Lower numbers have higher sort order in the list 4 Click Save Rule or Save and Continue Edit to save your changes Tip When numerous taxes must be defined you can ease the process by importing them from a spreadsheet Select Sales gt Tax gt Import Export Tax Rates Fixed Product Tax Some tax jurisdictions have a fixed tax that must be added to certain types of products Magento lets you set up a fixed product tax FPT for use in your store s tax calculations For example in some countries FPT can be used to set up a WEEE tax also known as ecological tax or eco tax that is collected on certain types of electronics to offset the cost of recycling This tax is a fixed amount rather than a percentage of the product price Taxes Your tax jurisdiction might also have rules about how you display the price of products to your customers either with or without tax Be sure you understand those rules so that you can set your FPT display options accordingly Fixed Product Tax FPT Calculation Fixed product taxes are applicable at an item level based on the product In some jurisdictions this ta
59. products before they are added to the shopping cart Shopping Cart Price Rules are applied to products in the shopping cart Catalog Price Rules Catalog Price Rules are applied to products before they are added to a shopping cart They can be used to create sales and discounts that do not require that a discount code be supplied by the customer The process of defining a Catalog Price Rule consists of three stages Defining the Catalog Price Rule Information page 194 defines general information about the rule Defining the Catalog Price Rule Conditions page 196 defines the conditions that trigger the rule Defining the Catalog Price Rule Actions page 198 defines the actions that are executed when the conditions of this rule are met Defining the Catalog Price Rule Information To create a Catalog Price Rule From the Admin Panel select Promotions Catalog Price Rules Add New Rule button to display the page shown in Figure 193 242 Promotions Damma ead res mos aun Fuis Fames Burrmer Dae Dorarripiin Summer Tuber Gale TIPS of Sista a Be zj Customer Hp E zl From Dura imc z Ta Dae 0631505 z Pri Figure 193 Adding a New Catalog Price Rule In the Rule Name and the Description fields specify a unique name and a description for this Catalog Price Rule In the Status field select Active In the Websites field select the website to which this rule applies In the Customer Gr
60. set to Yes then customers can click links in the Order Confirmation email that they receive in order to get the product However this setting also enables anyone who gets this link to download the product Setting this option to Yes is the only way to enable Guests to check out or to enable a comparable quick checkout method such as PayPal Express or Google Checkout to download the product There are configuration settings that must be selected to match your store The uploading process is similar to the uploading of the samples as described above with the exception of providing an option to tie in sample files for each downloadable product This feature can be used to provide customers with a short sample of each track of a music CD for example Figure 114shows a product in a store with three links and samples for each of them for which the setting Links can be purchased separately was set to Yes Muir Deme EID AL End Scd Emm kiero rers h mind T tc nw SISSON PARED DLE Duik Chow Pid inum 3 song aes CD Songs Li nr I ds Lr 40m x m x 1m Bi i acp yim Pepp mi Pets m o Ee Figure 114 Downloadable Product Links and Samples 134 Setting Up Your Catalog Bundle Product Bundle Items Tab An example of a bundled product is the Build Your Own Computer offering found in the demo store as shown in Figure 115 My Computer Ema p ur ZDEIEGLBIEOEEIDRLIDIEG Loum m1 riui Fra i 0 Tac 10179 Fo
61. side of the relevant review s row to display the Review Details page as shown in Figure 241 Generated Content Pmr CANEER cic S CREEN jti Praia amp _ ee LLLA mese dum jeee jese imee nene EE 5 t s P a j E e ges E Tai fer m aa LE bn ane es jw xmas ridi Fein Pura 2a bg Pe pem Figure 241 Review Details Page 3 You can modify the review if required 4 n the Status field change the Pending status to Approved or Not Approved Managing Customer Generated Content Managing Tags Tags can be assigned by customers directly in the frontend A tag describes a specific property of a product such as Cool Valentine s gift and so on Popular Tags serve as a descriptor that customers can select in order to view the products to which a specific tag has been assigned Figure 242 shows an example of various tags as they appear in the web store POPULAR TAGS amp mp bluetooth Camera cell phone cool easyshare furniture laptop light outdoor pda phone sexy Sleek smartphone sony sports tablet trendy vaio View All Figure 242 Tags Display in the Frontend Adding Tags The number of tags that can be added to a product is unlimited and they can later be renamed or deleted To add one or more tags to a product the customer scrolls down on the product page to the Product Tags section as shown in Figure 243 Product Tags Add Your Tags Tock amp roll t shirt red Add Tags Use spa
62. skip the erroneous rows and importing the valid products or customers by clicking Import When the import is complete the Import was successful done message appears Exporting Product Data To export product information 1 In the Admin Panel select System Import Export Export 2 Select Products from the Entity Type drop down list The system generates a list of entity attributes that are relevant to your products 3 By default all attributes are exported to the CSV file In the Entity Attributes list select the Skip check box for any attributes that you want to exclude from the CSV file 149 Setting Up Your Catalog By default all records are exported to the CSV file Use the controls in the Filter column to limit the records that are exported Click Continue to export your selected product information to a CSV file Open the saved file in your favorite spreadsheet application and edit as needed 150 9 Setting Up Your Store Hierarchy If you have planned your store hierarchy see Store Hierarchy page 25 and set up the appropriate root categories see Creating Categories page 79 you are ready to set up your store hierarchy To set up your store hierarchy 1 In the Admin Panel select System Manage Stores to open the Manage Stores page as shown in Figure 131 a a ai oS XCTI Figure 131 Manage Stores Page 2 To create a new website a Click Create Website to open the New Web
63. store has a header that appears at the top of each page and a footer that appears at the bottom of each page These features enable you to control the look and feel of your web store and provide the customer with various functions as described in this section The Header The default header of each of your web store pages shows your web store logo and banner An example is shown in Figure 47 z Search Saach entre pieg nara Store Logo m Magento D Te L1 ire Various Functions Categories Figure 47 Web Store Header This header also provides a variety of functions on the right as follows My Account Enables registered customers to access their order history track their shipments download products and change address information e My Wish List Enables customers to define a list of items that they may want to purchase in the future They can also share their wish list with their friends My Cart Enables customers to see the products that they have selected to purchase Checkout Enables customers to start the checkout process in order to specify payment billing and shipping information Log In Enables customers to identify themselves Log Out Enables customers to log out of their accounts 49 Introducing the Frontend The Footer The bottom of each of your web store pages includes a footer see Figure 48 Fate Man Sdit Ferris mh OF nd Heine Conia Lis Figure 48 Web Store Foot
64. to Confirm field select Yes to specify that each customer that registers for a newsletter will receive an email asking them to confirm their registration This technique is called double opt in meaning that customers confirm that they want to receive a newsletter twice This method reduces the number of customers that consider your newsletter as spam Newsletter Templates Before sending a newsletter create a newsletter template You can create and save as many of these as required for any situation whether it be an annual holiday newsletter or weekly product updates To create a new newsletter template In the Admin Panel select Newsletter gt Newsletter Templates to display a page listing the previously defined newsletter templates You can edit an existing template or create a new one To add a new template click the Add New Template button to display the New Newsletter Template page as shown in Figure 219 220 3 Promotions Fi i llt Heart ON NU ne robe Reds a Palen cad dd A EE ga LESGS AUE 1 ja n7 NH 3 al T OT w T a IDSOGLILIM at Figure 220 New Newsletter Template Page In the Template Name field specify a unique and indicative name for this template This value is not visible for customers In the Template Subject field specify the subject of the email to be sent to your customers In the Sender Name and Sender Email fields specify the name and email of the sender of the
65. to further explanations The actual price and totals are displayed on the Order Review step of the one page checkout or on the order review pages of the Google checkout or PayPal checkout See Figure 218 268 Promotions fi Magento e PERA qha kem D Der Lady Bird Fanny Too Erin s oe See a are Does l T m ICI a ppm merae m pm Iur i Figure 218 Product page on the fronted Display Actual Price of the product is set to In Cart For products that allow configuration on the frontend and whose prices depend on the variant selected the variants themselves can actually be either custom options or simple products with their own SKUs and stock management the following logic is implemented if MAP is applied MAP is applied to the main price prices of the options bundle items and associated products which add or subtract from the main price are displayed normally If a product does not have a main price and its price is derived from the associated products prices such as in a grouped product the MAP settings of the associated products are applied Note that the MAP feature is not supported for bundled products with dynamic pricing Regarding other price settings the MAP application logic is the following If tier pricing is set the tier price is displayed according to the Display Actual Price setting If a special price is set it is considered to be the actual
66. under Product amp Attributes from the dropdown menu The page changes as shown in Figure 195 244 Promotions veg Pic Rn bi i SOE Os Bae FE mos EE CREE ache mieL Gres camo ace TNI iim Figure 195 Adding a SKU Condition Click on the is link to display the comparison operator drop down list shown in Figure 196 As Ge Smack Ds ad purata T3 WALL s fuse conden me TE mas su L9 gt CO ima LT i IIT ET wTuw prisa inan gez re Wi man roris On I Conn LI bd im nol enar of Figure 196 Comparison Operator Drop down list Select the is one of comparison operator Click on the three dots to the right of the words is one of to display the value field as shown in Figure 197 Caiprg Prag Ha liaa Byam O a Figure 197 Value Field Click on the Chooser icon 4 to display a list of products from which you can select as shown t in Figure 198 245 Promotions EERE REE ESB EE EBSBEE EE ju 6 Figure 198 Item Selection The page above shows the list of products filtered to show only those that have the word Shirt in their name amp Select the check boxes of the products T shirts in this example to which this rule is to apply Q Save this selection of products by clicking the Apply icon 10 Now this rule specifies that it applies to T shirts You must now add the Condition that the product must cost over 20 in order for the rule to apply To do so click on the icon to display a selec
67. with a category containing 60 products spread across multiple pages most customers simply leave the site when they cannot find what they need on the first page Magento CE enables you to provide customers with the option to find the products that they want by making a selection from a variety of filters such as price manufacturer or any other aspect of the products as shown in Figure 80 Layered navigation information is shown on category listing pages while searching for products Show your customers what they want and you will raise conversions The example in Figure 80 shows an enabled layered navigation filter by PRICE range and COLOR Setting Up Your Catalog SHOP BT CURRENTLY SHOPPING EY PRICE 80 00 100 00 COLOR Red LIN Ad rm SHOPPING OPTIONS CATEGORY Shirts 1 ZU iu Fa E MANUFACTURER Bime wieg 1 a ria M and r itt SHOE TPE hati C13 High Heels 2 Figure 80 Layered Navigation Default Layered Navigation In Magento CE two properties appear as navigation filters by default PRICE and CATEGORY PRICE Price ranges are selected logically in order to provide another filter for navigation The ranges themselves are determined by the prices of products contained within them There are never more than ten price ranges displayed at a time and products are distributed accordingly CATEGORY If you define a category as an Anchor Category see Display Settings Tab page 81 its subc
68. your local file system Tip You can select more than one file in this window to upload multiple images at once 3 After you have specified the image files of this product click the Upload Files button The Images tab shows uploaded the image files as shown in Figure 99 SS pa oor magus m ien eee bur ques genu oe mag a i kk p jee ise wes a www ee wu ET wind Figure 99 Images Tab with Images Uploaded 4 Select the appropriate options for each of the images as follows Label Alternate text for the image tag Sort Order The order in which the images are displayed in the Slideshow and MORE VIEWS gallery Thumbnail Used in shopping cart and related items Small Image Used in the Category listing wishlist and so on Base Image Large product image zoomed in Exclude Excludes the image from the Slideshow and MORE VIEWS gallery 119 Setting Up Your Catalog Remove Deletes the image from the collection if the Remove check box is selected the image will be removed after you save the product Description Tab Click Description on the left to open the Description tab which enables you to create descriptions for the product see Figure 100 Dhat Dignan Wrtv Cad Figure 100 Description Tab Both of the fields on this tab are mandatory For both fields you can use the WYSIWIG editor to format your descriptions Description The information that you enter in the Descripti
69. 0 Comparing Products 42 compound taxes 144 Configurable Product 117 Configuration Basic 23 Cross sel 108 Custom Group 110 Custom Options 110 Product Reviews 109 Product Tags 109 Product Type Dependent 1 1 1 Related Products 108 Super Product Attributes 119 Appendix VAT ID Validation Up sel 108 Websites 107 Contacting Information 1 Contacts 30 Conventions 1 cookie restriction mode 33 Cookies used in Magento 35 coupon codes auto generating 204 tracking 206 Credit Cards 163 Credit Memo 228 Email 233 Credit Memos 66 Cross sel Products 48 189 193 CSV fie format 124 226 Customer Adding 224 Editing 223 Email Notifications 65 Managing 223 New 224 New in Dashboard 62 Online 225 Report 226 Tax Glass 133 Top in Dashboard 62 Viewing 223 Customer Emails 56 customer groups 224 pricing 217 Customer Relations 56 customer generated content 235 365 Customers Tagged 110 Customization 8 customizing email templates 177 D Dashboard 61 Database 9 13 database backup 250 Default Layered Navigation 85 Demo Web Store Accessing 23 Descriptions 102 Downloadable Products 76 111 Downloading Magento 10 Sample Data 11 97 eco tax 137 Emails 56 Addresses 29 Credit Memo 233 Customizing 177 Refund 233 Sales 31 Shipment 231 Templates 178 exporting product data 124 Extending Magento 256 Extension Key Magento 257 366 F Facebook O
70. 2 introduces the procedures for handling the day to day order management tasks in your web store This section assumes that you are familiar with that information 290 See Viewing the Orders in Your Web Store page 63 for a description of how to view and edit the Orders in your web store This section goes into more details about the order life cycle in Magento CE Orders Terminology This section describes some of the terms used for handling orders in Magento CE In addition to creating orders there are many features in the Magento CE backend that are part of the process of managing and fulfiling orders such as creating invoices shipments and credit memos and editing and cancelling orders Sales Order When an order is created in a Magento CE web store either in the frontend or in the backend a sales order record is created to record this transaction This sales order can be seen in the orders list by selecting the Orders option from the Sales menu in the backend This is only a temporary record Payment has not yet been processed and the order can stil be canceled Invoice An invoice is a record of the receipt of payment for an order Note In some cases payment is automatically received during the creation of an Invoice Creating an invoice converts the temporary sales order into a permanent record of an Order which can no longer be canceled Multiple invoices can be created for a single order each conta
71. 264 Index Management Page with Flat Data Indexing Enabled Understanding the Columns on the Index Management Page 324 The following table describes the columns on the Index Management page In the preceding figures most of the indicated indexers are set to Update on Save which means a reindex is required when a change is saved in the Admin Panel To change this option see How to Reindex Manually below Status Displays one of the following Reindex Required if a change has been made that requires reindexing If a check box and Reindex Required link appears in that row you can manually reindex as discussed in How to Reindex Manually below Ready if the index is up to date Update Required Updated At Indexing Indicates whether or not you must manually reindex The value in the Mode column indicates whether the indexer must be manually updated Displays the date and time an index was last manually updated or Never if the index has never been manually updated Displays a Reindex Data link Click the link to reindex that option only How to Reindex Manually For the indexers that require manual updates you have the following options on this page The indexers that require manual updates display with a check box next to their name Product Attributes Tag Aggregation Data and optionally Catalog Search Index Manually reindex Change the indexing mode To manually up
72. 36 Indexing Verifying the Results of the Flat Catalog Configuration This section discusses examples of both changes to individual products and changes to multiple products and categories at the same time Note Magento recommends performing the tasks discussed in this section in a development environment first Verifying Flat Catalog Changes for a Single Product To verify flat catalog changes for one product Log in to the Admin Panel as an administrator In a different browser tab page or window open your web store s front page In the Admin Panel click Catalog Manage Products Choose a product to modify This example uses the Nokia 2610 Phone Click the name of the product to edit it Click the General tab Append DEMO to the value in the Name field The following figure shows an example 337 Indexing Hokia 2610 Phone Cell Phara Rr SL fabis 3210 Prone CBAS ree VEN Una 2 SRL n2610 k rieg 13508 Maturita i Nea s Suus Enacted us TY Tim Class Tani Sis Gotta Th URL Kary fesiia 28 Mghana Grea Parmanara Hetimet Kew ikt LE visibility Catalog Search E 1 Sat Froduci 21 ew fom Date El Sat Product aa t re ia Dara Akii Country of Manufacture Iz Figure 270 Changing an Attribute Value amp Click Save 9 View your web store 10 Search for the product you edited or browse to the category that contains it 11 If necessary refresh the page to see the result of the chan
73. 6 The following shows how to set up some of the most popular payment methods Setting up other options is just as simple PayPal PayPal is one of the most popular ways to accept online payments It enables you to accept credit cards and PayPal accounts This section shows how to set up the PayPal Website Payments Standard method Other PayPal payment methods are set up in a similar manner To set up payment by PayPal Website Payments Standard Your first step is to create a PayPal merchant account Please check with PayPal www paypal com for detailed instructions In the Magento CE backend select System gt Configuration gt PayPal to display the PayPal page as shown in Figure 156 188 Payment b PE T beinan C cursin Undad Exe Pruragacec Dafmar Cramp tin aca uc Corl dan ceed Ersasi aa a scusa d wim Pasa mapas Vaca acct Ep ishirini i uta Select a PayPal Sokat peig Vaprea Check 2 53 ar Mapen Chee baton la icut muting aioppng Gad for quick be Boy Lee ies ite dios Chi SE cand parant Panli h eefuri ili payrmant pescaiang Vrebsna Payments Golan Fa Faniccessan ad ci riu cedar aed psu gel past Ars Dem Lees Seri WMrehuna Payer Pra Precens crecti caet drei on jets atas es PayPal se Saw Deis Lee org pra ordinal pajrmant pe SC ging poiu ebene Peper Ero Fayfera pibo mckdues Epresa Charnan eccapt Ea a eae im vius hogging car F nf al adii pesca reus Didi ran parents och Eur Pao Fro Ga
74. 7 Promotions 1 In the Admin Panel select Catalog Manage Products to display a list of products as shown in Figure 188 il F Manage Pasua SI l Cieee Erp hm cad Bee c nn a ee TIT te DTI et oc 1 ima M eR Ne 6 A i SS boom pem ae by kes a fe vum irem L1 ha i iT Aan r7 UE pets ya pais Titis IET P imi PAm m i Par br camem P umma rm qms Eana ini b be dum i Borda Lena oram AE ois Gee Das tuer FTT aw a ee Cae Lae lee a Em Posie Lemma Se cmm ng n ow bai npm erp Bie ig ike um i o benar MR CP Ta usse LL ass DALA ma i aima mm mem LAF ae Mas a LLL ham oam m I nm HI Deep Bandm poid omm E mbm lise LAE faa om r ket ieee eee he pt ILI menia mper iama dum i Vee Pat Erxl Deise ma Figure 188 Manage Products Page 2 Click the Edit link which appears on the right side of the row of the product for which you want to define Up sells The page shown in Figure 189 is displayed eae E Sata fati aea uasi B amp O oa im os iiss pg gaya r uL Tun Ling Tae ge Tai Lamm nye LI CL Taeg Gorey Llc in ui ata L Gem Tierp Lamar Goa Bese 5ra i a ae ET 7 anta Bee Erma ramen 7 T ELE fus rpm P Figure 189 Edit Product Page 3 Select the Up sells tab in the panel on the left Promotions Y eame Tegel BOE HO OTISOEFUMS rud Detesi Produit inFermgpa vie Figure 190 Products Selected as Up Sell Pro
75. Click Catalog URL Redirects The following figure shows a sample URL Redirect Management page Figure 265 URL Redirect Management Page The preceding figure shows the following sample URL rewrites that are created for the Magento sample data The following table discusses the meanings of the columns on this page A unique identifier Magento assigns to the URL rewrite Store View Name of the store with which the URL rewrite is associated Typically displays either System system or Magento default URL rewrites or Custom URL rewrites you configure ID Path The system or actual URI of the product or category Request Path The unique part of the URI for that redirect The request path can be any URL encoded string For example great valentinesgift html Target Path The URI that identifies the product category CMS page and so on The target path you enter must be valid otherwise the redirect fails with a 404 Not Found Indexing Options Displays one of the following R if you chose a temporary HTTP 302 redirect RP if you chose a permanent HTTP 301 redirect Nothing if you chose to not redirect Action Click Edit in this column to edit or delete the redirect You can also click the row itself Creating New URL Rewrites This section discusses how to create new custom product or category URL redirects 1 Complete the tasks discussed in Getting Started with URL Rewrites page 267
76. Countries Payment Applicable From field can use this payment method The field basically works as a filter so that this payment method will be listed for only those customers whose billing address is in one of these selected countries Debug Mode In the Debug Mode field specify whether communications with the payment system will be written into the log file The log file for PayPal Payments Advanced is payments payflow advanced log In the API Integration Settings field set configure the following In the Partner User Vendor and Password fields specify your PayPal Payments Advanced account credentials Test Mode The test mode helps testing the integration of Magento with the PayPal payment system Transactions that are submitted while the account is in the test mode are not actually submitted to the credit card and electronic check processing networks and credit card or bank accounts are not actually charged Therefore these transactions do not have valid transaction IDs When you finish testing the integration project the test mode must be turned off Use Proxy Decide whether the proxy server is used for establishing the connection between Magento and the PayPal payment system If you select Yes two additional fields for specifying the proxy host and port are displayed 198 Payment Click Save Config in the upper right corner of the page to save the settings Setting the PayPal Payments Advanced Account Options on th
77. Email Template page Hine Emad Tempi w LZ LLLI hod Lu Ad mimm EI OL ALL Temm Liisa Erge Ampi Ha legum ama 7 ae aaa lea usines Figure 176 New Email Template Page 219 Design and Content 3 In the Template field select the name of one of the transactional emails that you want to customize such as New account 4 n the Locale field select the language 5 Click Load Template G In the Template Name field specify a name for the customized email template 7 f desired modify the Template Subject field amp n the Template Content area use the WYSIWIG editor to modify the content You must change the contact phone number and email address as well as the logo image reference at the top of the page to reflect your own store information in all active templates Q Click the Save Template button 10 Now that your customized email template is ready and available the next step is to inform Magento CE that it should use this template to send email to customers instead of the default template This is controlled in various configuration sections depending on the type of email In our example of customizing a New Account email select System Configuration Customers gt Customer Configuration Then expand the Create New Account Options section and select your newly customized transactional email in the Default Welcome Email field Facebook Open Graph Extension 2 0 for Magento Design and Co
78. Figure 225 BP harm Casha rerun maa oo f p ia ra y mem E mmm War pid pente Figure 225 New Customer Group Page 3 Specify a unique name for this customer group or modify the existing name 4 Select a tax class to associate with this group 5 Click Save Customer Group Checking Online Customers You can check which customers are currently online and view their activity 28 Managing Orders and Customers To view online customers In the Admin Panel select Customers Online Customers to display the Online Customers page as shown in Figure 226 WM Ses Lai Figure 226 Online Customers Page Customer Reports A variety of customer reports can be generated by selecting Reports gt Customers in the Admin Panel The following describes the available customer reports New Accounts Shows the customers that have opened accounts in your web store during the period that you specify Customer by orders total Lists customers in descending order of money spent in your web store Customer by number of orders Lists customers in descending order of number of orders placed in your web store Importing and Exporting Customer Information Another way to add customer records to Magento CE is by importing the data from a comma separated values CSV file The file that you upload must be in CommaSeparated Values CSV format Most spreadsheet and database applications can read and create CSV files Thi
79. For additional details on how recurring profiles work see the http www magentocommerce com knowledgebase entry working with Gift Options Tab 124 Setting Up Your Catalog The Gift Options tab contains one option The Allow Gift Message option determines whether customers are able to add a gift message to this particular product during checkout The default value of this setting is controlled by a Sales configuration setting System gt Configuration gt Sales gt Gift Options To change this option clear the Use Config Settings check box Inventory Tab The Inventory tab enables you to control various aspects of inventory management for this product Many of the settings on this tab are controlled by the Inventory configuration settings System gt Configuration gt Inventory To override these configuration settings for this product clear the appropriate Use Config Settings check box 1 Select the Inventory option in the left panel to display the Inventory tab as shown in Figure 108 Figure 103 Inventory Tab Setting Up Your Catalog In the Manage Stock field select Yes to specify that all inventory options are available for this single product or select No to specify that you do not want to manage product inventory in this case the product is permanently available in the store to your customers In the Qty field specify how many items of this product you have in stock In the Qty fo
80. I fea cmo coe Reuse aer Cmm Dames ETE es a ea emp taz A camcn ant E r im mae ERR D d Phi Bn nz is pu I as sem iani i om Tih ae w E 3 LRL LT Eee ere hema LIT Tiai lem a si C zm tm a e DU a EAE so Triyaj Trie m mim a cum zl et it nanai DI LL t i f a ee 7 ammo eee LL E ond aL Hui Nick RI JR 4 Click the Add Products button to display the list of products as shown in Figure 229 Managing Orders and Customers Figure 229 Product List for Creating Orders 5 Use the check boxes to select the products to be purchased and click the Add Selected Product s to Order button Tip If you selected one of the existing customers then the left column shows a list of the products that this customer has in his her cart wish list recently ordered viewed or compared To add one those products to the order select the required product and click Update Changes button G Complete the other mandatory fields of the order Mandatory fields are marked by an asterisk 7 You can define many options for the order such as choosing custom prices for products and applying discount codes amp After you have completed all the required order information click the Submit Order button to display the order information page 9 To confirm payment click the Invoice button to generate an invoice for your review 294 1O Review t
81. L EL E i mama rue Ld CATY inm iam te L LI H Z TI Cage KTS am grum e Drame 4 LU Hir ieee cene pue a LE Lucus rnar cone Eat LI I iti E aa i atqae n Microe pi Seman Opec gi ope 506 mappe an ROO pss nia Lege macer i ya R4 mrat e 11711 na Lopid Cateri Soca arum ees ma F tma Macro id haa Gli goes Bae Las dicas ETE La vam am d Bi dug os oT PERLE ay ti EF Pipes TUOD eee id iirin imine T Pd tu Ur aioe PE aen LOI BN a TECH ni t 1 um Toa 22008 HO APH Pete vec Hi Baagam H DO 4 por in Leer od z Ti wisi Cung f ees SP be ae iL il aie kh Sn m n Pe Da Pari i CT ibi ears ty err H1 miei C2D ERA br Fatum michi Ve i ul ries Cages fo Hcr FISCI tr in c uma iets Cae CT H TOR uri E I Hi da did 12 Do boe DOM mazli Visi ia 4 ias ET hamua Sf disais he EI Figure 272 Demo Category 13 Click Save Category 14 View your web store Indexing 15 Search for or browse to the category you created 16 If necessary refresh the page to see the changes you made The following figure shows an example of adding several products to a subcategory of Electronics 341 Indexing 342 Demo category 8 Item s View as Grid List 22 Syncmaster LCD Monitor 399 99 Add to Wishlist Add to Compare Show 9 per page Sort By Position iw Intel Core 2 Extreme QX9775 3 20GHz Retail 2 049 99 Ad 3 Add to Wishlist Add to Compare 19 Widescreen Flat Panel LCD M
82. Stock product Clicking this link subscribes your customer to this alert so that they receive an email when the product status changes to In Stock For each product there is a tab listing all the customers subscribed to either of these alerts Product Alerts Run Settings These settings enable you to select how often Magento CE checks for changes that require alerts to be sent Additionally you can select the recipient sender and template for emails that are sent if the sending of alerts fails Frequency Choose how often product alerts are sent out Daily Weekly or Monthly on Start Time Choose what time of day the product alert process starts This time should be after any price or inventory updates are performed Setting Up Your Catalog e Error Email Recipient Identify the email address of the person normally a store administrator who should receive an email notification when there is an error in the product alert process Error Email Sender Select the role that the email will be from e Error Email Template Select the email template to use for product alert error notifications For more information see Customizing Transactional Emails page 177 Product Image Placeholders This section enables you to specify an image for each of the sizes that are used instead of the product image if it is missing Recently Viewed Compared Products This feature is described in detail in Recen
83. Teg For Pis w Lia Carel Lorie Lati Tag Mar He at Figure 72 Search Engine Optimization Settings 8l Setting Up Your Catalog on Auto generated Site Map Enable this feature to display a Site Map link in the footer of the frontend pages This enables a customer to view an automatically generated site map including a list of all of your existing categories In addition to the auto generated site map Magento CE enables integration with Google Sitemap More information is provided on the following pages Popular Search Terms Enable this feature to display a Search Terms link in the footer of the frontend pages This enables customers to link to a list of all search terms This is an SEO feature because each of these search terms counts as a link to your site and is explored by search engines to discover content on your site Product URL Suffix and Category URL Suffix These options determine which suffix is displayed on each product and category page Typically this value will be html or htm When you change this value and click Save Config you must perform a cache refresh by selecting System Cache Management and clicking Flush Magento Cache Use Categories Path for Product URLs This option determines how the URL is composed Select Yes to specify that the URL links for products include the associated category and a separate link is generated for each associated category Select No to specify that the URL rewrites i
84. Unit specifies the product code that is used to keep track of the actual inventory SKUs are defined during product creation For details about managing your product catalog see Setting Up Your Catalog page 69 The Comments History area of this page provides information about the lifecycle of the order Every time that an invoice shipment or credit memo document is created a record with each document s identification is added on this tab Also here you can find out whether the customer was notified about the creation of each order document For each partial refund the system provides the order amount to be returned to the customer You can change order status in the Status drop down list To add a comment to the order Specify the comment text in the Comment text box If you want to send the comment to the customer by email select the Notify Customer by Email check box If you want to make the comment visible in the order view on the frontend select the Visible on Frontend check box to specify that the customer is sent a copy of the comments that you add in the Comment box Click Submit Comment All comments are stored on the Comments History page To open it click the Comments History tab on the left Invoices Page Introducing the Backend 70 An invoice represents a confirmation of payment The Invoices page enables you to view the list of invoices generated for an order You can generate an invoice individu
85. Y Test aree 3 ri good green hip laptop modern notebook phone red tight youn View All Tags Figure 31 Popular Tags Popular tags can be assigned by customers in the product page see Figure 32 and can be approved and edited from the backend if required Product Tags Other paanla marked ris produet with raza tage Epai eT a 1 pus CT eT pem T ablcidanskR 1 atre PT Banin it Add Your Tage Add Tags Ls bris 1i bpdeale faz Lab dijs Solel if for pte Figure 32 Adding a Tag to a Product Searching The top right of your web store page provides a search field in which a customer can type all or part of the name of a product or its attributes in order to find it as shown in Figure 33 Search Field Search entire store here Search Default welcome msg Figure 33 Search Tool Comparing Products en Introducing the Frontend Magento CE enables customers to compare two or more selected products as follows 1 A customer first clicks the Add to Compare link provided for each product that he she wants to compare as shown in Figure 34 The Only Children Paisley T Shirt 100 00 As low as 70 00 Add tf art Add toss Figure 34 Add to Compare Link 2 After selecting all the products to be compared the customer then clicks the Compare Items button in the COMPARE PRODUCTS area as shown in Figure 35 E COMPARE PRODUCTS 2 ITEMS The Get Up Kids Band Camp Pullo
86. ables you to create an additional URL like http www example com great keyboard html Using URL rewriting you can choose a combination of Custom category or product URL rewrite type Request path which can be any valid URI for example for a seasonal promotion you might want a product URL to end with best valentinesgift html Target path which specifies the actual path to the product or category for example for a promotion you might want a category named spring sale 326 Indexing Note The custom and target path options enable you to redirect to a custom path such as a Content Management System CMS path The target path must be valid otherwise the redirect results in a 404 Not Found error on your web store Redirect type determines how search engines rank the redirect o None useful if you don t want the customer to have to wait the additional time required to redirect o Temporary HTTP 302 Found o Permanent HTTP 301 Moved Permanently Note Magento recommends choosing a permanent redirect because search engines generally preserve the page s ranking A 302 Temporary redirect does not preserve a page s ranking For more information consult a resource such as seomoz org or google com Sample URL Rewrites Magento CE enables you to create redirects to add additional URLs for items You can do this for example to make items more attractive to buyers You can create a redirect to
87. agen e E tensen rece hu mge om mye eee i amm Figure 45 Product Page 47 Introducing the Frontend Most of the features provided to present a product in your web store are selfexplanatory The following describes a few of these features Image The customer can use the slider to zoom in and out of the image click on it to enlarge it or pan it to see different parts of it Description The top of the page shows a short description in the Quick Overview area and farther down you can see a more detailed Product Description area Also Additional Information details are provided about the product in the form of a table Product Tags Shows the tags assigned to this product Customers can navigate to other products by clicking on one of these tags You can also define whether customers can add tags e Reviews Your customers can rate and review your products The store administrator can approve or remove reviews Product Options Magento provides a variety of controls that enable you to configure the product options that appear for a customer to select such as check boxes drop down lists and so on For example customers are able to select the size of a shoe as shown in Figure 46 Gender Mens v Shoe Size Choose option vi Choose option 8 kis 9 10 1 00 11 2 00 12 3 00 Figure 46 Product Options Introducing the Frontend Web Store Page Header and Footer Every web
88. ailable Filterable with results Only those attribute values that correspond to the existing products in your frontend catalog will be used in the layered navigation Filterable no results All values of the attribute that you have created on the Manage Label Options tab will be listed No Not used in layered navigation Note that only attributes with the Dropdown Multiple Select or Price input type can be used in layered navigation 14 The Use for Promo Rule Conditions field defines whether the attribute can be used in defining conditions for catalog and shopping cart price rules 15 The Position parameter determines the position of the attribute in the layered navigation block with respect to other filterable attributes Setting Up Your Catalog 16 In the Visible on Product View Pages on Frontend field select Yes to specify that this attribute appears in the Additional Information part of a product s page in the web store as shown in Figure 86 Agdemanal Imtermanen Liai LFR dd Irena Aer in Dep lipt s AMD Aion 54 7800 F b Sii b g AA S ZPO DOGS SDAR Am upgr aces PLS cup CRITHAUM Dg ag uus Sonia 15 ncn 200 4 h gh pngh negs TFT LOD scree Hardest 0 gg tehen Cepia Processor Mobile suits anion 4 mio Lemony TIAE oP DOR313 SURAN Figure 86 Attributes on the Additional Information Panel 17 For Alow HTML Tags on Frontend select Yes to enable HTML tags that ar
89. ally or together with a shipment If the products in an order are shipped in multiple shipments then an invoice is generated for each shipment for the products in that shipment Credit Memos The Credit Memos page displays a list of the refunds given for products in this order You can dlick on a credit memo in the list to display the refund details Shipments Page A shipment is a record of the products in an order that have been shipped As with invoices multiple shipments can be created per order The Shipment page displays a list of the shipments sent for products in this order You can dlick on a shipment in the list to display the shipment details On the Shipment page you can also add tracking numbers that were received from shipping service providers The tracking number enables customers to learn the status of the shipments in their orders using the My Account option that appears in the header of the frontend For the supported shipping service providers you can create and print shipping labels form the Shipment page Comment History Page The Comment History page enables you to view a list of comments that have been added to the order record over the course of its life cycle It is a good practice to add comments at every stage of the order especially if problems come up Introducing the Backend Transactions Page The Transactions page enables you to view a list of transactions that are associated with
90. any valid path including paths you create in your CMS For example you can change the following product URL http www example com peripherals microsoft naturalergonomic keyboard 4000 html and add another one such as http www example com best keyboard html 327 Indexing or you can create another URL for a category like http www example com all on sale html To create a category path like the following for a promotion you must first create a path using the CMS or by other means http www example com save now spring sale URL Rewrite Option Setting Category and Product URL Suffixes By default Magento enables web store customers to access products and categories with a URL that ends with html You can optionally change both the product and category URL suffix to any alphanumeric string The examples throughout this section use the default suffix html To optionally change the product and category URLs Log in to the Admin Panel as an administrator Click System Configuration In the CATALOG group dick Catalog In the right pane expand Search Engine Optimizations Enter valid values in the Product URL Suffix and Category URL Suffix fields Valid values are alphanumeric characters a z A Z 0 9 or the underscore character C Click Save Config at the top of the page Getting Started with URL Rewrites 328 Indexing To get started 1 Login to the Admin Panel as an administrator 2
91. ar archive Screen casts 345 Screen casts are presentation videos that can guide you through many of the Magento features At http www magentocommerce com media screencasts Magento Designer s Guide The Magento Designer s Guide provides information for designers describing Magento concepts and design implementation in Magento At http www magentocommerce com design guide Magento Blog The Magento Blog contains fresh updates describing new Magento releases interesting showcases and events At http www magentocommerce com blog Magento on Twitter You can keep up with Magneto events and announcements by following Magento on Twitter At http twitter com magento Technical Documents and Magento Core API These provide developers with information on how to develop Magento CE At http docs magentocommerce com Here you can find information about all Magento classes and functions At http www magentocommerce com support magento core api Here you can find information and usage examples for calling Magento CE using an API This enables easier integration of Magento CE with existing systems 21 Appendix VAT ID Validation All editions of Magento include a value added tax VAT ID validation feature The feature is intended for B2B merchants from the European Union EU where VAT is charged if a merchant and a customer are in the same country and VAT is not charged if
92. are paid using the PayPal Payments Advanced payment method is the same to regular processing of orders that are paid with PayPal An invoice shipment and credit memo online offline refund can be created Multiple online refunds are not available for the PayPal Payments Advanced payment method When PayPal Advanced is used an order is created in the Admin Panel once a customer clicks PLACE ORDER on the Order Review step of the one page checkout The order status upon creation depends on the response the system receives from PayPal and can be one of the following Processing The transaction was successful Pending Payment The system did not receive any response from PayPal Canceled The transaction was not successful for some reason Suspected Fraud The transaction did not pass some of the PayPal fraud filters The system receives the response from PayPal that the transaction is under review by Fraud Service PayPal Express Checkout Configuring the PayPal Express Checkout payment method is similar to setting up the other PayPal payment methods For this reason the details of the basic PayPal 195 Payment Express Checkout setup are not described here However there are two aspects of PayPal Express Checkout that you should be aware of when setting it up Saving the customer s billing address and Order transactions Saving the Customer s Billing Address Prior to version 1 11 of Magento Enterprise Edition an
93. at you upload must be in Comma Separated Values CSV format Most spreadsheet and database applications can read and create CSV files To import a product CSV file 1 In the Admin Panel select System Import Export Import to open the Import page as shown in Figure 130 Lem fea haish a arj Dera DI ama Lina Figure 130 Import Page 2 Select Products from the Entity Type drop down list 3 Select one of the Import Behavior options from the drop down list 148 Append Complex Data Adds new or edited products to your store s database Magento CE will not create duplicate entries for existing products and customers included in your CSV file Replace Existing Complex Data Completely replaces your existing data or portions thereof Delete Entities Completely deletes your existing database or portions thereof 4 Click Browse and locate the CSV file in your local computer s file system Note The total size of the CSV file must not exceed the maximum size for your environment typicaly 32 MB and must be saved with UTF 8 encoding Check your spreadsheet or database application documentation for information about saving a CSV file with UTF 8 encoding 5 Click Check Data to validate the uploaded file G f the uploaded file is valid a File is valid response appears Import your products or customers by clicking Import If your file contains errors Magento CE notifies you of the errors and enables you to
94. ate to System Tools Backups Click one of the following buttons depending on the backup type you need to create 320 System Backup Creates a complete backup of the database and the file system On the next step you will have the possibility to choose whether to include the media folder to the backup Database and Media Backup Creates a backup of the database and the media folder Database Backup Creates a backup of the database 4 The confirmation dialog box appears If you agree to put the store into the maintenance mode for the time of backup creation select the corresponding check box After the backup creation is completed the maintenance mode is turned off automatically If you are creating a system backup select the Include Media folder to System Backup check box if you want to include the media folder Confirm the backup creation Database backup files are compressed using the gz format For the system backups and database and media backups the tgz format is used Backup files are stored in the var backups directory in your Magento file system The files that are stored in the var cache var log var session and var report folders are excluded from the backup Records about all created backups are listed in a grid on the Backups page Deleting a record deletes the archive file as well Rolling Back the System To roll back the whole system or the database 1 In the Magento Admin Panel navigate
95. ategories are displayed as layered navigation options Figure 80 shows that the first filter is CATEGORY and it features two options Shirts and Shoes In this example Shirts and Shoes are subcategories of the category that is represented by this layered navigation block Setting Up Your Catalog Defining Layered Navigation Filters The additional filters in Figure 80 are Manufacturer and Shoe Type These are product attributes that have been selected as filterable This is defined in the Use in Layered Navigation field under Catalog Attributes as described on page 89 There are two types of filterable attributes e Filterable with results Links appear only for values where the number of results the number in parentheses next to each value is greater than zero Filterable no results Links appear for all values regardless of the number of results In order for an attribute to appear as a layered navigation filter the Catalog Input Type for Storeowner must be Dropdown Multiple Select or Price This controls the number of possible filter options and makes them consistent Price Layered Navigation The Price Layered Navigation algorithm enables you to create price ranges so that products are evenly distributed among ranges You can also split each range iteratively The enhanced configuration controls for the Price Layered Navigation feature were introduced in Magento CE version 1 7 and Magento EE version 1 12 Co
96. ates only General Concept The PayPal Payments Advanced payment method passes the information about the card entered by a customer directly to PayPal it is never stored in your Magento system A customer does not need to have a PayPal account to use this method The PayPal Advanced payment method is not available for orders created from the Admin Panel Configuring PayPal Payments Advanced To use the PayPal Advanced method you should have a PayPal Payments Advanced account on PayPal You need to have a separate account for each website Configuring the PayPal Advanced method for each website is a two step procedure for each website 1 Set the options in the Magento Admin Panel 2 Set the required options of the PayPal Payments Advanced account on the PayPal Manager website 191 Payment Setting PayPal Payments Advanced Options in the Magento Admin Panel To configure the PayPal Advanced payment method in the Magento Admin Panel Log in to the Magento Admin Panel Navigate to System Configuration Select the desired website from the Current Configuration Scope drop down list in the upper left corner of the page Under SALES in the left column click PayPal In the Merchant Country field select United States If any other country is selected the PayPal Payments Advanced settings are not displayed In the Select a PayPal Solution section select the PayPal Payments Advanced check box to make t
97. ature adds a graphical element to your category pages that can be used for special promotions or to highlight certain products Banners can be defined per category More information about how to create and add static blocks on your site can be found in Managing CMS Pages page 174 Figure 40 Product List Banner Promotional Pages Another way to feature products and promotions in your web store is a customized category landing page which is a static HTML page that may be displayed while the user browsing a category instead of showing a list of products See Figure 41 Introducing the Frontend Figure 41 Promotional Page 4 Introducing the Frontend Up sell Products Up sell products are items that your customer could buy instead of the product that is being viewed These products may be more expensive of higher quality or more popular or produce a higher profit margin The example in Figure 42 presents a more expensive keyboard and other products as up sells to the less expensive keyboard Introducing the Frontend Mscrasoft Natural Ergonomic Keyneard dog fe he KE EO IE Capper E PPS Arabir bso ios gu dd le Latiae Quick Cir The met iimte angondear kere en Bs mast Tia jugi mde a gifi dad Tor Ts MESS Ec Mato angpnomir arpian Dobie cirk pr ace maga Yo vues Fall rick Preauet Description Th meti c eiedacie gitane bitoni on ee ma Aa just ma
98. aw l a Den Bwemr duap Me n ie fobs p Fekhah soap ood Figure 178 Object Type settings in the Facebook Developers Application The Object Type you create should have the following Object Properties URL page URL Title product title Image image URL Description product description Price 224 Design and Content By default a new Object Type has only the first four properties To add the Price property use the Add Another Property button on the Object Type page See Figure 179 J n eee ae a Ud CEWET ose pa oc iai m Hon coe irc Figure 179 Adding properties to an Object Type Configuring Magento To configure the Facebook Open Graph 2 0 extension settings in Magento Admin Panel 1 Navigate to System Configuration SOCIAL gt Facebook If you dont see the SOCIAL heading in the left column you may have not installed the extension 2 In the Current Configuration Scope drop down list in the upper left corner of the page select your website 3 Under Facebook Config set the following Enable Facebook on Frontend Select Yes if you want social buttons to appear on the frontend App Namespace Enter the App Namespace value of your application You can find it in the Basic Settings section of your app on the Facebook Developers site See Figure 180 for illustration Design and Content Figure 180 App Namespace value App ID and App Secret Specify the App ID and Ap
99. axes are displayed in orders invoices and credit memos 1 amp Expand the Fixed Product Taxes tab to specify the behavior of fixed per product taxes such as the European DEEE WEEE Waste Electrical and Electronic Equipment tax according to the requirements for your store and products Note To assign a fixed tax to a product create an attribute with the Catalog Input Type for Store Owner set to Fixed Product Tax and assign this attribute to the attribute set for the product Product Tax Class You create product tax classes and assign products to them depending on the type of product For example food might not be taxed or might be taxed at a different rate To define a product tax dass 1 Select Sales Tax Product Tax Class to display the Product Tax Classes page Figure 136 which shows a list of the previously defined product tax classes Peoctect Tas Clone Figure 136 Product Tax Classes Page 2 Click the Add New button to display the New Class page as shown in Figure 137 Taxes Figure 137 New Product Tax Class Page In the Class Name field specify a name for this tax class Note You can apply a tax class to a product by editing the product and choosing the appropriate option on the Prices tab Click Save Class Customer Tax Class You create customer tax classes and assign customers to them depending on the type of customer For example in some jurisdictions wholesale transact
100. ayed in a grid table as shown in Figure 37 or as a list as shown in Figure 38 Introducing the Frontend View as Grid List p Sort by 1 Anashria Womens Premier Leather Sandal wee 4 Review s Add Your Review 41 95 Add to Cart Buckle embellished contrasting straps adorn both the heel and canvas covered wedge of this t strap sandal to make it a truly unique addition to your wardrobe Learn More Add to Wishlist Add to Compare ASICS Men s GEL Kayano XII 134 99 The ASICS GEL Kayano XII running shoe delivers the ultimate blend of cushioning and support Learn More Add to Wishlist Add to Compare Figure 38List View Recently Viewed The RECENTLY VIEWED PRODUCTS area see Figure 39 lists the products that were recently viewed by the customer whether they were purchased or not and enables the customer to easily link back to them RECENTLY VIEWED PRODUCTS CN Clogs Beach Garden Clog Anashria Womens Premier Leather Sandal Zolof The Rock And Roll Destroyer LOL Cat T shirt Figure 39 Recently Viewed Products Area 41 Introducing the Frontend Promotional Information Magento CE provides a variety of aspects of product presentation that you can control and that enable you to promote and up sell products to your customers Product List Banners You can define the banner that appears at the top of each category landing page with a static block see Figure 40 This fe
101. ayment methods PayPal Advanced 155 PayPal Express Checkout 158 PayPal 153 PayPal Advanced payment method 155 PayPal Express Checkout payment method 158 Permissions 13 Pols 57 368 Editing 242 Managing 240 Popular Search Terms 75 Popular Tags 41 238 price layered navigation 86 Prices 99 Rules 194 Pricing Tier 208 product data exporting 124 import 124 Product Image Placeholders 73 Product List Banners 46 Product Reviews 109 Product Tags 109 Product Types 96 Product Wizard 120 Products Alerts 72 Attributes 88 Catalog Tab 83 Categories 107 Changing 121 Compared 73 Comparing 42 Creating 96 Cross sel 48 Cross sels 189 193 Editing 120 Images 100 Inventory 106 Managing 95 Meta Info 100 New 96 Pages 49 Prices 99 Ratings 67 Recently Viewed 73 Related 48 189 192 Reviews 67 72 Searching 42 SKU 98 Sorting 44 Tax Class 98 132 Tax Classes 132 Taxes 129 Up sel 47 Up sels 189 190 Variations 121 Weight 98 Wizard 97 Promotional Information 45 Promotional Pages 46 Promotions 189 203 Purchasing Functionality 52 Rates 134 Ratings 56 67 Customizing 236 Managing 235 Recently Viewed 45 Redirects 246 refreshing statistics 244 Refund Email 233 Refunding 232 reindexing 263 Related Products 48 189 192 Reports 243 Customer 226 Generating 67 243 Requirements 9 Reviews 56 67 Approving
102. c block will appear above the products if the static block is set to display with products The Custom Layout Update will appear on the page only during the dates specified in the Active date range 121 Setting Up Your Catalog 4 For Page Layout select a layout from the drop down list No layout updates Uses the default settings that come with the Magento CE 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 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 columns 5 For Display Product Options In select a location for the product options to appear in the layout Recurring Profile Tab By default the Recurring Profile tab only appears for simple and virtual products However you can configure it to become available for other product types by changing the Apply To option of the Enable R
103. ces to separate tags Use single quotes for phrases Figure 243 Adding Product Tags Frontend Managing Customer Tags must be separated by spaces and phrases two or more words that comprise a single tag must be enclosed in single quotation marks Figure 243 shows what it looks like when a customer adds three tags rock and roll t shirt red After a customer submits product tags an administrator has to approve them on the backend so that they will appear on the frontend Approving Tags Tags must first be approved by the backend administrator before they appear on the front end After a tag has been approved by the backend administrator it can be used for other products and does not need to be approved again To approve a tag 1 In the Admin Panel select Catalog Tags Pending Tags to display the Pending Tags page as shown in Figure 244 Barm Tags Figure 244 Pending Tags Page Generated Content 306 Managing Customer Generated Content This page shows a list of tags that have not yet been approved Use the check boxes in the left column to select all of the tags that you want to approve or all of the tags that you want to disable In the Action drop down list select Change Status The Status drop down list becomes visible In the Status drop down list select Approve or Disable Note To modify a tag or view details about a tag such as the product or products it was app
104. countries that are EU members Navigate to System Configuration GENERAL gt General In the Current Configuration Scope field select the desired store view Expand the Countries Options field set 355 Appendix VAT ID Validation 4 n the European Union Countries field make the necessary changes in the list of countries that are EU members 5 To save the changes dick Save Config VAT ID Validation Implementation Details Customer Experience Assigning Customer Groups Based on VAT ID Value during Registration 356 If the VAT ID Validation feature is enabled after registration each customer is proposed to enter the VAT ID number However only those who are registered VAT customers are expected to fill this field After a customer specifies the VAT number and other address fields and chooses to save the system saves the address and sends the VAT ID validation request to the European Commission server According to the results of the validation one of the default groups is assigned to a customer This group can be changed if a customer or an administrator changes the VAT ID of the default address or changes the whole default address And the group can be temporarily changed group change will be emulated in some cases during one page checkout Appendix VAT ID Validation Applying and Assigning Customer Groups During Checkout The system behavior concerned with the VAT ID validation and the customer group
105. cribed to a given payment method to understand how these options work 207 13 Design and Content This chapter describes how to customize the look and feel of your web store by applying easy to use options that are provided in the Magento backend Overview Magento provides a variety of simple to use design options that enable you to apply your own customized look and feel to your Magento web store with basic HTML knowledge Tip See http www magentocommerce com design guide for a description of how interfaces themes skins layouts and blocks are used and to gain access to resources that will assist in their implementation Terminology Following are some of the terms you should be familiar with when customizing the design of your store Block A Magento CE feature that modularizes page elements for easier management Content block Block that produces content such as the content of a category list mini cart or product list See also Structural block Content Management System CMS A Magento CE feature that stores pages or parts of pages that you can use in your store Layout File that maps content blocks to structural blocks More than one content block can be mapped to a single structural block Design and Content Skin file File that define the visual functional specifications of page elements such as text graphics and the logic behind buttons and other controls Structural block Bloc
106. ct Display Demo Store Notice to display a notice at the top of every page that indicates that this is a demo store and that no transactions will be processed This option is useful while you are setting up your store prior to opening for business 7 Click the Save Config button on the top right of the page Header Field Set The options on the Header field set define the look of the top of each page in your store To define the header of each web store page 1 Click the Header tab to expand the section as shown in Figure 18 Figure 18 Header Field Set 19 Basic Configuration 2 n the Logo Image Src field specify the logo graphic file to appear on the top left of each page of your web store as shown in Figure 19 for the Magento Demo Store Make sure that you name your logo something other than logo gif so it does not get overwritten in future upgrades Logo Image Welcome Message m Magento Figure 19 Page Header Section Note You will need to upload the image file using an FTP client to the skin frontend default default images directory or to your own skin folder in your Magento CE installation 3 In the Logo Image Alt field specify the alternative text to be displayed when your customers hover their mouse cursors over the logo image in your web store 4 n the Welcome Text field specify the welcome message to be displayed on the top right of your web store for customers that are not logged in as
107. d at one rate and then the total of that amount including the first tax amount is taxed a second time Compound tax is also known as stacked tax For example in a regular tax calculation involving two tax rules each rule is applied separately to the product subtotal and the taxes are added together to calculate the total tax which is then added to the product subtotal to calculate the grand total 50 060 Product Price 50 00 i 1eo0 06 Subtotal 5 00 Subtotal x 1 tax rote s 15 596 Subtotal x 2 rate 192 16 00 Total Taxes 100 006 Subtotal i 15 56 Total Taxes 115 066 Grand Total Figure 147 Regular Two Tax Calculation With compound taxes the first tax is added to the product subtotal and the second tax is applied to that total 176 Taxes 56 66 Product Fric 4 roco Prec uct Price ice ce Subtotal 5 00 Subtotal x 1 bax rate s 15 60 ToLal Taxes 100 006 Subtotal i 15 seo Total Taxes 115 56 Grand Total Figure 148 Compound Tax Calculation Setting Up a Compound Tax You set up a compound tax in Magento using different priorities for tax rules If two tax rules with the same priority apply then the taxes are added together If two taxes with a different priority apply then the taxes are compounded When taxes are compounded the first priority tax is calculated on the subtotal amount and then the second priority tax is calculated on the subtotal plus the first priority tax amount
108. d place the order Payment Figure 158 illustrates the Order Review store page when a customer uses the PayPal Express Checkout payment method 197 Payment Review Order Pire CAM voor Jine Eling Addr Shipping Ad n Mi ieme Wsi Fenr iama L Lani Masson is Laat asus UTR 7 peii AJ RR ihre WI M I E Maiti i y Laie F Lat Perisi pde ot L ja j loamp scum matu Iles Dam Figure 158 The Order Review page when PayPal Express Checkout payment method is used If customer leaves the biling and shipping addresses without changes the PLACE ORDER button is enabled when the customer selects the shipping method in the Shipping Method field If the customer edits the billing or shipping address the PLACE ORDER button is disabled The customer needs to click the UPDATE ORDER DATA button first The system will update the information including the available shipping methods and the PLACE ORDER button will be enabled 199 Payment After the customer clicks PLACE ORDER the order is created in Magento and PayPal performs the related transaction s The complete biling and shipping addresses are saved in the order record in Magento Order Transactions in PayPal Express Magento includes the option of using a new payment action Order for the PayPal Express Checkout payment method When a store customer submits an order having paid using the PayPal Express Checkout payment method for which the O
109. d version 1 7 of Magento Community Edition the PayPal Express Checkout payment method did not allow saving the complete billing address for the order in Magento Starting with those versions this restriction has been removed and a complete biling address can be saved in a Magento order when the PayPal Express Checkout payment method is used by a customer The biling address can be received from PayPal and can be edited by the customer If you want to receive the biling address of a customer from PayPal for customers using the PayPal Express Checkout payment method you need to take the following steps 1 Enable the corresponding functionality is enabled in your PayPal merchant account Contact the PayPal technical support for details In the Magento Admin Panel under System gt Configuration gt SALES PayPal gt Express Checkout Settings in the Require Customer s Billing Address field select Yes and save the configuration If you want to request customers billing address only for orders which contain downloadable and or virtual products only in the Require Customer s Billing Address field select For Virtual Quotes Only 1 When customers choose to pay using PayPal Express Checkout they are redirected to PayPal Having logged in to PayPal and reviewed the payment information they are redirected back to the store to the Order Review page where they choose the shipping method edit the billing and shipping addresses an
110. date one or more indexers To update more than one indexer at a time select the check box next to its name From the Action list click Reindex Data and click Submit To update one index only click the Reindex Data link in the Action column on the right By default indexers that require manual updating are set to Update on Save which means reindexing occurs after a change is made in the Admin Panel The other option is to manually reindex every time a change is made For example if you change product attributes in the Admin Panel you must 325 Indexing manually update the Product Attributes index To change the indexing mode Select the check box next to one or more indexers to change From the Actions list click Change Index Mode This displays the Index Mode list From the Index Mode list click the desired option Click Submit The value in the Mode column updates to indicate your choice Using URL Rewrites URL rewriting sometimes referred to as request rewriting enables you to access resources such as product pages categories and so on by additional uniform resource identifiers URIs For example suppose your web store has a product named Microsoft Natural Ergonomic Keyboard 4000 assigned to the Computer Peripherals category By default the product can be accessed using a URL like http www example com peripherals microsoft natural ergonomic keyboard 4000 html URL redirect en
111. datory fields which are indicated by a red asterisk Name The product name as it appears in the frontend SKU The products store keeping unit SKU Magento CE uses SKU as a unique identifier for this product SKU is global meaning if you update the SKU for a product in one web store it updates in all other web stores as well Weight The product s weight This value is usually used for shipping calculations Specify only the number Shipping service providers will interpret it according to the measurement units they use 7 Status Select Enabled to make this product available on the frontend Tax Class The tax dass of the product See Product Tax Class page 132 for more information 114 Setting Up Your Catalog Visibility Determines whether the product is displayed in the catalog pages and or search results The following options are available Not Visible Individually The product will not be displayed individually in the frontend however it can be a component of a composite configurable bundle or grouped product Catalog The product will displayed on pages of categories it is associated to but it will not appear in search results Search The product will be displayed when your customers search for it either using the quick or Advanced Search tools but will not be displayed on the related category page Catalog Search The product will be available on category view pages t
112. de Format Defines a coupon code format The options are Alphanumeric a combination of letters and numbers Alphabetical letters only Numeric numbers only Code Prefix Defines a value that will be appended to the beginning of all the coupon codes If you do not want to use a prefix leave this field blank Code Suffix Defines a value that will be appended to the end of all codes If you do not want to use a suffix leave this field blank Dash Every X Characters Defines the interval at which a dash will be inserted in all coupon codes If you do not want to use a dash leave this field blank Note Coupons whose codes differ only by dash character s are considered to be different coupons These settings can be overridden each time you need to generate a batch of coupons on the Shopping Cart Price Rule page Auto Generating Exporting and Managing Coupon Codes To generate and export a batch of coupon codes 1 Login to the Magento Admin Panel 2 Navigate to Promotions Shopping Cart Price Rules 3 Select an existing rule or create a new one 4 n the Coupon field select Specific Coupon 5 Select the Use Auto Generation check box Perform other rule configurations if necessary Important Note Shopping cart price rules with auto generated coupon codes cannot be used in automated email reminders If the shopping cart price rule 257 Promotions for which you set Specific Coupon in the Coupo
113. de a great d d foe mis Mitio Madea rg nirrit bowery M r wis kri von ri Garg Ib Kew HE Thur farmi ees n h works Exil daibng ir sr ergon rnit Rapa aures d nimsrad wriss agreed Hu ejm nri your adt ere Ti Me Tou l pfr wealth of cme 18 mpsiae Lis puih ad rescarsj aoe and neilyirgj E emal Tha inept Huhne Moc EDOD nego eeypaarg ais Aue an mprperd numis pas with ease to srarh eyes such Wf ang igh emu Bin ore bith apre placed pil ibews F permet pad L ry rtedid E Be nee hridi vers orks F kyra and mach more er osmplete Pt of accrued Beau below Dont you tik d bm io pg Ae Mires Mature rgencenir Meal 4DDO kraanad baitie ight are fe Ba beri price Teu mv 342 be Irmeregred in tha folewsng pradusti B Logitech dila Computer Gaming Carpulni Edge Kevhowed Herre 0 Hae 53 999 985 ATE ETE TET Ta ji ad te Figure 42 Up Sell Products Related Products Related products are meant to be purchased in addition to the item the customer is viewing Related products are shown in the right column of your web store in a separate block The example in Figure 43 shows various mobile phones promoted as related products 45 Introducing the Frontend P RELATED PRODUCTS Check items to add to the cart or select all F fi BlackBerry 8100 Pearl 349 99 Add to Wishlist 0 Sony Ericsson W810i 399 99 Add to Wishlist e 199 99 EE RS Add to Wishlist Figure 43 Related Products
114. ded by Magento CE to enable customers and web store owners to give their opinions feedback and comments about products Ratings and reviews appear in the frontend as shown in Figure 235 Coale amp ce Functioning On impatience T Shir wee i O A ery n misri haik Chen a 87162 TAS paar hade paa Figure 235 Ratings and Reviews Links on the Frontend The quantity of stars indicates the satisfaction rating You can click on the Review s link to display the actual reviews provided by customers or input your own Review as shown in Figure 236 Managing Customer Generated Content Cusomar Fe vie 1 Eni aj Turm mj pa pig Lom ori Rise y amend ut amp d dm i o d dd Piero hee This i Ba memi comaa seti cen eel Duy many of Pasa shits Posted en B2ECT 3 memi ee 1 5 param Figure 236 Customer Reviews Frontend Interface Generated Content To add a review the customer clicks on the Add Your Review link on the product information page to open the Write Your Own Review page as shown in Figure 237 Write Your Chun Review You re reviewing Coslesoe Functioning Gn impatience T Shirt Bow do you rade Diss poder l es eee eee Chants e o eo e o Prca o o o O Vane o e eo a a Nach rama Sagrumary of Your Besiew few 301 Managing Customer Figure 237 Write Your Own Review Page Frontend Adding a Custom Rating By default the customer can rate the quality price and value of a product
115. different lines of products and may have different customer bases 11 game 5 Basic Configuration This chapter describes how to configure the basic information for your web store The other aspects of your web store to be configured are described in the subsequent chapters of this guide Accessing the Backend All of the basic configuration tasks are performed in the Magento CE backend The following describes how to access and log in to the Magento CE backend Tip Immediately after you install Magento CE you can easily open the backend by clicking the Go to Backend button on the last page of the Magento Installation Wizard We recommend that you bookmark the backend page for easy access To access the Magento backend administration environment 1 Use a standard web browser to navigate to the backend by entering the URL that you specified in the Magento Installation Wizard with the addition of the suffix admin or the one that you specified during installation For example if you specified mywebstore com as the base URL then use http www mywebstore com admin to access your backend Note The Magento CE Demo Store backend can be accessed at http demo admin magentocommerce com admin The Log in to Admin Panel page is displayed as shown in Figure 12 12 Basic Configuration B Log in ta Admin Panel e Panam em 2c ux DARSEACS Him Harry Uppers m B PAE o Mages nz Gapni E 2011 ager e
116. do this by pressing ENTER after one of the existing links typing the link text selecting this text and clicking the Link icon Use the Insert Edit Link dialog box to specify the link attributes as shown in Figure 174 Linkure fo Target Tite 1 Cen Figure 174 Insert Edit Link Dialog Box The footer of the frontend now appears as shown in Figure 175 AboutUs Our History Customer Service Site Map Search Terms Advanced Search Contact Us Help Us to Keep Magento Healthy Report All Bugs ver 1 6 0 2011 Magento Demo Store All Rights Reserved Figure 175 Updated Footer Block Customizing Transactional Emails Transactional Emails are all emails sent from a Magento CE store Magento CE offers flexible easy to use functionality to enable you to customize these emails and translate them into multiple languages to best use them for communication with your customers 218 Design and Content This section describes how to modify the emails that are sent from the web store for example when an account is created or an order is placed To customize a transactional email template 1 Select System Transactional emails to display a list of the custom email templates created in this web store Note This page shows only customized emails If this page is empty it means that Magento will only send standard default emails 2 Click the Add New Template button to display the New
117. dress Here you can configure the various email addresses used for sending emails from your web store to your customers More Emad Addratias ceed ad Cal eT s Tarde hiirte Curie Sande Lea Taree irama rcm Eruca Fam Tiri Banda Loo teati Tga ccm Costar qt Barche here Ciir arp Eanda Ema suec param corn Figure 21 Store Email Addresses Page In the Current Configuration Scope drop down list in the left upper left corner select the scope for which you want these configurations to apply All fields on this page can have different values for each store view In each Sender Name field specify the name of the sender or department from which the emails are sent In the Sender Email field specify the email address used for sending the emails Click Save Config to save your changes Basic Configuration Note See Customizing Transactional Emails page 177 for more information about emails Contacts These options define the email to which customers send requests when using the Contact Us option at the bottom of the pages of your web store To define your web store contact information 1 In the Admin Panel select System Configuration GENERAL Contacts to display the Contacts page as shown in Figure 22 Contacts Crotty Cont Lhe TU Zarej Enas T bacaan cm Emai Dinis Cuitan rad z Emar ampuma Come T orr Late T pam fom LECHA w Figure 22 Contacts Page 2 In the Current Configuration
118. ducts Tip By default the list shows only products that were already selected as up sells If there are none or you want to add other products click the Reset Filter button to display a list of all the products 4 Use the check box in each row or the products that you want to appear as up sells to this product 5 Click the Save button Related Products Related Products are shown in the right column of your web store in a separate block The example in Figure 191 shows a mouse product that was added as a Related Product for a keyboard purchase 239 D Promotions Y RELATED PRODUCTS Check items to add to the cart or select all C Y Microsoft Mouse 5000 59 99 Add to Wishlist Figure 191 Related Item To add Related Products to a product In the Admin Panel select Catalog Manage Products to display a list of products Click the Edit link that appears on the right side of the row of the product for which you want to define Related Products Select the Related Products tab in the panel on the left to display the Product Listing page Tip By default the list shows only products that were already selected as Related Products If there are none or you want to add other products click the Reset Filter button to display a list of all the products Use the check box in each row of the products that you want to appear as Related Products to this product Click the Save button Cross sells
119. e To define Cart Price Rule Actions 1 Select the Actions option in the panel on the left to display the page shown in Figure 203 BON Fwir rd ef priduect pricir ipod punt ameri 1 Baum ty Lat Spp n Dit 2 r pong H hat ruts Ho Figure 203 Specifying Shopping Cart Price Rule Actions 2 The Action tab has two important sections The first one controls the discount In the Apply field select Percent of product price discount 3 In the Discount amount field specify 10 to indicate that 10 is reduced from the product s original price Tip Other options not related to this example are available such as Fixed amount discount Fixed amount discount for whole shopping cart and Buy X get Y free 4 n the Maximum Qty Discount is Applied to field specify the maximum quantity of products to which this discount can be applied If you enter 5 in this field then the first five products of 202 Promotions this type purchased in the same shopping cart get the 1096 discount and the sixth product of the same type does not get the discount 5 In the Discount Qty Step Buy X field specify how often the discount is applied This field is not relevant to our example so leave this field empty If you enter 8 here then a 1096 discount is applied to all the products after the eighth product is added to the shopping cart If more than eight items are added to the shopping cart the ninth through 15th products do not g
120. e Because attributes are stored in many tables and that includes copies of some of the same attributes SQL queries are long and complex The flat catalog feature creates new tables on the fly where each row contains all necessary data about a product or category 335 Indexing Flat Catalog Prerequisite Enabling Frontend Options To enable flat catalog and product indexing 1 Login to the Admin Panel as an administrator 2 Click System Configuration 3 In the CATALOG group click Catalog 4 n the right pane click Frontend 5 From the Use Flat Catalog Category list click Yes G From the Use Flat Catalog Product list click Yes The following figure shows an example Catalog Lii ubada Grid deta i Lint 2 1 Froducts pe Paga an Gre gas Stale VIE cw aco n 2 Cores uU Eid Froducis rer Fage en Gnd a Sie VIEW Cet snes a umi ba p Fea mcrae vaas iut Producis per Page on Lee 53D 1520 25 tie ve Apap hrt 2 Comma Ra palati Products pet Pags on Lat Gta T EERE VADW Vadui a Mami ta m Pa alread vue imi dices Al Pesducts par Page Ha TOU WEA i a ps ew AUF pine a She X Par Page omar Pradoci Lining Sort By arid vatur pe WEST Lite Fisi Cabos Cabezor Lis Pie Cie Piada iow Qhan Bless LS m in Ten 4 trie viri Preach ana Catagerand a Tg imei ute pega py T Cuius uc gama merum kf Preme ree ey SEA EIEE Bee Figure 269 Flat Index Frontend Options 7 n the upper right corner click Save Config 3
121. e PayPal Manager Website To make the necessary settings for the PayPal Advanced account take the following steps Log in to https manager paypal com Navigate to Service Settings X Hosted Checkout Pages Options should be configured in the Set Up and Customize sections Configure the options according to the recommendations displayed in the PayPal Payments Advanced field set in the Magento Admin Panel PayPal Payments Advanced Method Customer Experience A store customer selects the PayPal Payments Advanced payment method on the Payment Information checkout step and clicks Continue The Order Review step appears where the PAY NOW button is available instead of the usual PLACE ORDER button After the customer clicks PAY NOW the PayPal hosted form opens in the customer s browser The customer enters the card information and dicks Verify Card If the transaction is successful the customer is redirected to the order confirmation page Note The form also contains the Pay with PayPal button clicking it redirects a customer to the PayPal site where the customer can complete the payment using PayPal Express Checkout 194 Payment If the transaction fails on any reason an error message appears on the checkout page and the customer is directed to repeat the checkout process These situations are handled on the PayPal side Order Processing When the PayPal Advanced Payment Method Is Used Processing of orders that
122. e Price Cost and Special Price information for this product You can also add Tier Pricing as described in Tier Pricing page 208 The Special Price field is used for discounting or promotions as described in Special Prices page 206 116 Setting Up Your Catalog The Cost field is only used in the backend It can be used for generating margin and profit reports The Apply Map Display Actual Price and Manufacturer s Suggested Retail Price fields are used for implementing the Minimum Advertised Price feature for this product For more information see Minimum Advertised Price page 209 Meta Information Tab Click Meta Info on the left to display the Meta Information tab as shown in Figure 97 Leia ta Figure 97 Meta Information Tab 4 Specify information that enables search engines to more easily find and index this product Images Tab Customers generally like to see what they are buying before they make a purchase The Images tab enables you to upload pictures of your product 1 Click the Images tab on the left to display the Images tab as shown in Figure 98 117 Setting Up Your Catalog o Ber bee L ol la ba penne Bae ee bm L pm into moan ana bm ms b reag LLLI acc Figure 98 Images Tab 118 Setting Up Your Catalog 2 Specify the image to be displayed in the web store to represent this product Use the Browse button to select the image file from
123. e Qty to Refund field of each relevant product specify the quantity of products to refund To specify that this product was actually returned to the web store select the Return to Stock check box as shown in Figure 233 Managing Orders and Customers eS Dmcugeeqe ntm qe mtu mat en im Hamann cm ber dy mires hamam m trm lie Be ean aes bcm m Ee Tr 8 1 ibm Inn D Bia WS is cs Figure 233 Items to Refund 297 Managing Orders and Customers G Optional Select the Email Copy of Credit Memo check box as shown in Figure 234 to automatically send an email to the customer that the order has been refunded You can also adjust the refund totals to match your business rules Refund Totals Figure 234 Refund Totals 7 Click the Refund button at the bottom of the page The total of the order from which this product was refunded is updated automatically amp Click the Back button to return to the orders page where you can create additional orders if required 9 Note Refunding an order in Magento CE does not cause an actual payment refund You must refund the payment on your own The credit memo is only a record used to track the refunds and to provide proper values in the reports 16 Managing Customer Generated Content This chapter describes how to manage customer generated content such as ratings reviews tags and polls Managing Ratings and Reviews Rating and review functionality is provi
124. e changed under CMS gt Pages gt Manage Content gt Privacy Policy After a customer clicks Allow the message disappears If a customer does not click Allow the message persists but the store functionality is available as usual However Google Analytics cookies are not stored in this case even if the Google Analytics functionality is enabled Cookies Used in Magento Basic Configuration The following table lists cookies which are always stored by Magento on the customer s side Cookie Description USER ALLOWED SAVE COOKIE Indicates whether a customer is allowed to use cookies A flag which indicates whether caching is disabled Stf If links to a product were sent to friends this cookie stores the timestamps in the timeStamp 1 timestamp2 timestampN format pollN A poll ID to indicate that the poll has been already voted guest view Allows guests to edit their orders The following table contains a list of cookies which Magento additionally stores on customers side if the Ful Page Cache functionality is enabled Cookie Description CUSTOMER INFO Hashed value of a customer group ID in the customer group customerGroupld format COMPARE List of product IDs added by customer to compare list in the productld 1 productld 2 productld N format POLL ID of a recently voted poll RECENTLYCOMPARED A customer s list of recently compared product IDs in the productld 1 product
125. e drop down list No layout updates Uses the default settings that come with the Magento CE 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 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 columns 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 appear at the bottom of the page below the products whereas a static block will appear above the products if the static block is set to display with products The custom layout update will appear on the page only during the dates specified in the Active From and Active To date range Setting Up Your Catalog 7 Click Save Category to save your changes Catalog Products Tab This tab enables you to specify the products that belong to this category Note You can a
126. e for Spanish The store views share the same catalog but each is presented in its respective language Customers use a drop down list on the frontend to switch from one store view to another Store Pages General Configuration 16 This section describes how to configure general aspects of your frontend pages These configurations are performed in the Configuration area of the Admin Panel Basic Configuration To access the Configuration section select System Configuration The tabs in the left column provide access to configuration options for different aspects of your Magento CE instance The Current Configuration Scope drop down list in the upper left corner of the page enables you to select the hierarch level website store store view to which the configuration will be applied To apply configuration settings at the global level that is for all your websites stores and store views leave Default Config selected To open the options for configuring your store pages design click the Design tab in the left column The Design page opens with a number of field sets Figure 16 Design Configuration Page HTML Head Field Set The settings in the HTML Head field set on the Design tab are used to define general information about your store s pages These settings may not be visible to your customers but they are important for things such as traffic analytics and search engine optimization To define general page featu
127. e from this page Follow the onscreen directions to ask your question To access Magento forums Go to http www magentocommerce com boards and log in using the user name and password that you created before downloading Magento CE Choose a forum that best matches your question If you found the answer yourself and were unable to find it elsewhere please share it with others Use the wiki or forums to write and share it There are also several other community features in addition to the forums described above that enable the exchange of ideas and help They are Groups Link community members working on or interested in specific subjects such as Designing For Magento and Drop Shippers Chat Provides a real time discussion with Magento community members Wiki Provides community editable pages for sharing ideas and findings tutorials and information The following lists other resources available to help you use get the most out of Magento Knowledge Base The Magento knowledge base is a Wiki that provides instructions published by Magento or community members in the form of guides and how to articles At http www magentocommerce com knowledge base Getting Help Webinar Archive Up to date webinars are provided by Magento in which you can learn real world tips and tricks in order to get the most out of your stores and promotions At http www magentocommerce com media webin
128. e specified in this attribute s values to be honored on the frontend 18 For Used in Product Listing select Yes to list values of this attribute in the product listing 19 For Used for Sorting in Product Listing select Yes to enable the product list to be sorted by values of this attribute 20 Click Manage Label Options at the top left of the page to display the Manage Label Options page as shown in Figure 87 a in e TB oe E 1 Figure 87 Manage Label Options Page 21 In the Mange Titles box specify a display name for this attribute for each store view If you specify a value only in the Admin field that value will be used in all cases 106 Setting Up Your Catalog 22 For attributes with an input type of Dropdown or Multiple Select you can enter values that can be specified for the attribute To add a value dick the Add Options button You can specify a different label for the value for each store view and set the default value by selecting the Is Default option button For the Dropdown input type you can select the Is Default option button only for one attribute value For the Multiple Select input type you can select multiple values by selecting the Is Default check box next to the desired attribute values iiim itum Te Sy LEZLZLTIN ee ee o Figure 88 Attribute Value Specifications 23 Click Save Attribute Creating Attribute Sets An attribute
129. eate New Account Options Note For customers not from the EU countries consider storing the VAT number if any in the existing Tax VAT Number customer attribute to avoid any possibility of customer group change whether persistent or emulation during checkout It is recommended that you rename the Tax VAT Number customer attribute to avoid confusion with the new VAT Number customer address attributte that is used for the VAT ID Validation functionality Disabling Automatic Customer Group Change When the VAT ID Validation functionality is enabled the group of a customer can only be changed manually in the Admin Panel no automatic changes of customer group can take place When the VAT ID Validation functionality is enabled the system will automatically permanently change a customer group in the following situations The VAT ID of the customer s default address or the whole default address changes The customer group change was emulated during the checkout for a registered customer who had no previously saved address or a customer who registered during the checkout 359 Appendix VAT ID Validation The automatic customer group change can be disabled by selecting the Disable automatic group change check box on the customer s page under Customers gt Manage Customers gt Yecustomer Account Information See Figure 275 Customer Information d Wrirtina Augilera we Sao Cunizrrar raw AanCdage A a acre se Deo
130. eck box on the Account Information tab of the Customer Information page VAT ID Validation During Order Creation in the Admin Panel This section describes the system behavior when an admin creates a new order in the Admin Panel with the VAT ID Validation functionality enabled and configured During order creation in the Admin Panel no VAT ID validation is performed automatically To validate the VAT ID of the customer address an administrator needs to click the Validate VAT Number button in the Billing Address or Shipping Address section of the Create New Order page See Figure 276 361 Appendix VAT ID Validation gi nimi eM m im nm ELS mus bur Gees ie Iss jid ees E m arta Geet iomem be en ds ie E mmm a m FEM E ran amo x me e r i _ Figure 276 Validating customer VAT ID during order creation in the Admin Panel After the validation the administrator receives a notification about the validation results in the form of a pop up message A customer group which should be assigned to a customer according to the validation results can differ from the customer group that is currently assigned to the customer In this case the system displays a dialog box suggesting that the administrator confirm or reject the group change emulation for the customer s current order If the administrator confirms then the group change is emulated for the current order and the corresponding VAT rate is applied if the
131. ecurring Profile attribute A recurring profile enables you to set and configure recurring payments on a product These are most often used for subscriptions or products with installment payment plans When a product like this is purchased from your store the customer is redirected to a third party payment system where a recurring payment agreement with the store is authorized by the customer 122 Setting Up Your Catalog Currently creating recurring profiles is available only for the PayPal Express Checkout payment method To enable a recurring profile for this product select Yes for Enable Recurring Profile Additional options become visible as shown in Figure 102 Setting Up Your Catalog Eng Reps falis n se a Pano nd rump ee ee ee mm m A SS Ehei Daa len Tra Phe Bin E M dh su 5 LL Fiati h Pe peL ae M eerurr Farraniil sirri e Te ngga j eee Cu CN ga parique Em atm m auus anis eel dum Pi on hissi Tezis Pip 2 hy Hi Fd Lc MR j EAE irt PUR opel pieg oe Say cac ael qucm Wang Farc nit Parii Did L Lei r lrg irg B iip pri W ng apa gt cia a aln puces Pow suem ng v ding ipm ER a D T sl Trus pasg Fast Lie het beech Toe Berg Fia mua 3 Marar Tna B rg Cria The Bier reat LT IL ge ee a Dom Ep ee pom Yun cca adm mug Pas pee L7 s CS Hp mompeid Tub dyes pure T pithi wt damp sweep Figure 102 Recurring Profile Tab Most of the options on this tab are self explanatory
132. ed by dlicking Dashboard on the Admin Panel top menu Figure 62 Dashboard This page shows you basic information and statistics for managing your web store The following describes the options in this page Chart Orders tab The Orders tab in the center of the page shows a graph that indicates the quantity of orders being processed in your web store for each point on the time scale within the specified range The range is selected in the Select Range drop down list at the top of the chart Underneath you can see the revenue tax and shipping amounts of your orders and the total quantity of the orders Only orders for which at least one invoice shipment or credit memo has been created or which Introducing the Backend have been created from external gateways for example PayPal Express are included in the reports Amounts tab The Amounts tab in the center of the page shows a graph indicating the revenue for each point on the time scale within the specified range The range is selected in the Select Range drop down list at the top of the chart Revenue Tax Shipping and Quantity These statistics are calculated as follows 7 Revenue Total Invoiced Amount Tax Invoiced Amount Shipping Invoiced Amount Total Refunded Amount Tax Refunded Amount Shipping Refunded Amount Tax Tax Invoiced Amount Tax Refunded Amount Shipping Shipping Invoiced Amount Shipping Refunded Amount Note Charts can be enabl
133. ed or disabled under System gt Configuration gt ADVANCED gt Admin gt Dashboard Left Information Panel The panel on the left shows you the total amount of orders handled in your Magento CE web store the average amount of each order information about your last five orders and the last five and top five search terms Bottom Information Tabs The bottom of the Dashboard Figure 63 provides additional information about your web store as follows Introducing the Backend Figure 63 Additional Dashboard Information Bestsellers Tab Shows a list of the best selling products in your web store their price and the quantity ordered Most Viewed Products Tab Shows a list of the most recently viewed products and the number of times they were viewed New Customers Shows a list of the most recently registered customers Customers Shows a list of your top customers meaning the customers that have ordered the most items from your web store in the last year Managing Orders This section first describes how to view and manage orders as well as how to create orders from the backend Viewing the Orders in Your Web Store To view the orders in your web store In the Admin Panel select Sales gt Orders to display the Orders page as shown in Figure 64 Introducing the Backend Figure 64 Orders Page This page displays a list of the orders placed in your web store The following describes some of t
134. ed time period Shows coupons used for orders in the specified time period grouped by coupon code Shows PayPal settlements for the specified time period Click Fetch Updates to retrieve data from PayPal Shows products that are currently in Cart gt shopping carts Shows shopping carts that were started but then abandoned Tip This report enables you to contact the customers and offer them discounts or otherwise turn an abandoned cart into a conversion Shows the products that were sold in the highest quantity in the specified time period Shows all products that were ordered in the specified time period Shows the products that were viewed the most times in the specified time period Shows the products whose stock levels are low Shows the number of purchases and downloads for each downloadable product Shows the new accounts that were created during the specified time period Shows the customers listed in descending order of total order amount Shows the customers listed in descending order of number of orders placed Shows the customers listed in descending order of number of reviews contributed Shows the products listed in descending order of number of reviews Shows the customers listed with the number of tags each one has created Shows the number of unique tags and total number of tags created for each product Shows the number of times each tag has been applied Shows the terms that were sub
135. eddy bear bow Check tor price 21 00 Chieu for pica ADD TO CART Teddy bear toy x Proce pd pu Arisal Price pes mum vane ag Breet Tac 53 as ri nci Tas FR M ADO TO CART Ape Ut But pice ru rever San he manular minra Cue enia Mivermedsruer anareAGE We mane eae you the phos in calaeg or thi praduct paq You hyre no cbligaton to porches te prodect coce you kw fab phos Yiu cn gay remos Ie Bem fom you curi Figure 216 For the Teddy bear toy the Display Actual Price is set to On Gesture n Cart Clicking the Click for price link in a catalog redirects to the product page where instead of the price or next to the crossed out MSRP the following message is displayed To see product price add this item to your cart You can always remove it later The What s this link is also included which points to further explanations The actual price of the product is displayed after it is added to the shopping cart See Figure 217 267 Promotions ji Magento a Fiap taya Tep ari doe ere Brown Meddy Haar Toy ry ERE Up i masm m me a imi r Figure 217 Product page on the fronted Display Actual Price of the product is set to In Cart Before Order Confirmation Clicking the Click for price link in a catalog redirects to the product page where the following message is displayed instead of the price or next to the crossed out MSRP See price before order confirmation The What s this link points
136. el Apply Tas On Custem price E availacle Tel mees Figure 133 Tax Calculation Settings 155 Taxes 7 In the Tax Calculation Method Based On field select which amount is used as the basis for calculating taxes Because of rounding this selection may affect the total amount of tax you charge on an order Unit Price Using this rounding rule Magento calculates the tax for each item and displays prices taxinclusive To calculate the tax total Magento rounds each of the item taxes individually and then adds them together Row Total Using this rounding rule Magento calculates the tax for each line To calculate the tax total Magento rounds each of the line item taxes and then adds them together Using this rounding rule Magento calculates the tax for each item and adds those tax values to calculate the total unrounded tax amount for the order Magento then applies the specified rounding mode to the total tax to determine the total tax for the order amp In the Tax Calculation Based On field select whether the tax is calculated based on the customer s shipping address biling address or your store s shipping origin 9 n the Catalog Prices field specify whether the catalog prices of items include tax or exclude tax 10 In the Shipping Prices field select whether the shipping amounts include tax or exclude tax 11 In the Apply Customer Tax field select whether tax is applied to the original or discounted price 12
137. ell and Up Sell Tabs Each of these pages is similar and enables you to configure relationships between products The interface in Figure 106 appears in each of these pages aif Figure 106 Product Relationship Interface To display all the products in the list click the Reset Filter button Select the relevant checkboxes to assign products You can use any of the filters available to make it easier to search for the products that you want For more information about these pages see Promotions page 189 Product Alerts Tab This page is only available when alerts are enabled System Configuration gt Catalog 128 Setting Up Your Catalog Paden Aera Puia dej wbai pina ne Lai ee ey Pae l mlpepeas Ws 29 E peppa Polat 0 tererda Found hae gia Cue EH a adest Page 1 aiiphHE Vw 03 6 Beipepr Deb ibani Suri There dii Pr Cuenta ei Be let Figure 107 Product Alerts Tab This page displays a list of the customers that have subscribed to each type of alert for this product and the dates on which they were notified about changes Product Reviews Tab This tab provides a list of reviews posted by customers about a product that is being edited the tab is not available for new product records for which there are no reviews You can use the Edit button that appears in each review row to approve edit or remove the review Fa O p Verr A E nin a i Tut Preece ara D Pei ee ST away a oe ene dme
138. em en ums imm ss RUE ZEUG wre L EI EAR CRAT WEG a eem ees ee Lene beer AON 73 5 bh ABan Den Beso PE i m mM Ps m LLL M mm uut m mmm tmm uem E anm ac be lamen cmm mm jj um j run amm cum cancum D To Tm eem c m trem immer oe es eee n ee ee er e LM Huh Toga PEPEE CRUS GuNRGh audeo M 2S aom eee partum r lem i imd mu imo b TA a ee INNEN CERES DEUM ee REN 232 Design and Content Customer is Figure 185 Product page for a customer who is logged in to Facebook but he or she has not performed any action with the app yet logged to Facebook and his or her friends have already performed some action with the app See Figure 186 233 Design and Content Customer is ood A Qs O n Magento eT RR GE DL RU eT u Id ome fet eet a cow bam em EL Pi ee bm Cmn eee F Lenco ideaGentre AX20 215 inch Afin Cne Desktop PC aa oe ee com rien a r mapa iy i Barm ma iuan EL s dl p E te ere m capu rein tees Cee ed Folie PRED s ie TS pora quu pon Foe gry aed pr pua D Figure 186 Product page for a customer who is logged to Facebook and his or her friends have already performed some action with the app Design and Content Customer is 235 fe w 7 We 14 Promotions This chapter describes a variety of ways to promote your products Overview Magento CE features a variety of ways to
139. en transferred to your account This usually occurs when you process the Order Sale Specifies that funds are transferred to your account immediately amp n the Payment Applicable From field leave the All allowed countries selection or select Selected Countries to select from a list of countries 9 n the Sandbox Mode drop down list select whether this payment method is in sandbox mode Sandbox mode is used when you are setting up and testing the payment method no actual payments are processed 10 In the Transfer Cart Line Items drop down list select whether information about each individual line item in the order is sent to the payment processor Yes or only the order total No 11 In the Debug Mode drop down list select whether this payment method is in debug mode Debug mode is used when there is a problem processing a payment and you want to know what data is being exchanged with PayPal and where the error is occurring Data except for credit card numbers is stored in the system log file 12 Click Save Config Note This procedure includes only the basic setup items for this particular PayPal payment method For information about other PayPal payment methods and configuration options see 190 Payment http www magentocommerce com knowledgebase entry setting up paypal for your magento store PayPal Advanced The PayPal Advanced payment method is available for merchants in the United St
140. end G To save the settings cick Save Config 354 If the VAT ID Validation feature is disabled the Enable Automatic Assignment to Customer Group field set to No then the system behavior is as usual and the default customer group can be set in the Default Group field When the feature is enabled the system does not automatically validate customer VAT IDs nor does it change customer groups Configuring Additional Settings for the VAT ID Validation Feature To set your VAT ID and location country Navigate to System Configuration gt GENERAL gt General In the Current Configuration Scope field select the desired store view Expand the Store Information field set In the Country field select your country In the VAT Number field enter your VAT number You can validate the entered value by clicking the Validate VAT Number button The result of validation will be displayed immediately Note If your VAT number is valid then apart from validation result for each customer s VAT ID validation the validation server will send to Magento the following additional information VAT request identifier and VAT request date If a customer s VAT validation is performed during checkout then the VAT request identifier and VAT request date are saved in the Comments History section of the Order View page under Sales gt Orders select appropriate order To save the settings click Save Config To modify the list of the
141. eneral Taxation Settings To configure general taxation settings 1 From the System menu select the Configuration option 2 From the SALES section in the panel on the left select Tax 3 Expand the Tax Classes section as shown in Figure 132 154 Taxes Tax Classes Tax Class for Shipping None Tax Class for Gift Options None Figure 132 Tax Class for Shipping and Gift Options 4 In the Tax Class for Shipping field designate a product tax class for the shipping amount or select None if your store does not charge an additional tax on shipping expenses 5 In the Tax Class for Gift Options field designate a product tax class for gift options or select None if your store does not charge an additional tax on gift options Note For more information about product tax classes and how to set them up see Product Tax Class page 132 G Expand the Calculation Settings section as shown in Figure 133 Calcuiamen Settings Tax Catculabon Metnod Based On Total Ee messe Tax Calculation Based On Shipping Adcruss m mesm Catalin Prices Excluding Tike l ERSTE s Whee alaco pice moder e bp kimm ie Fan Supping Prices Excluding Tax MERSE a ehe shipper armuanta entered by adem or obtained from pie w ys incide tax Apply Customer Tax Before Decne x fies Apply Discount On Fricas Excluding Tax PE RATE Apply daecoent on price including i i cecu baped on diona lake if Ape Tix anit Decount i du
142. eports those that are available under Reports gt Sales Magento CE calculates and stores the required statistics for each report When you generate a report the report uses the stored statistics rather than recalculating the statistics each time you generate a report 313 The sales report statistics need to be refreshed in order for the reports to use the most recent data Refreshing the sales report statistics is a manual process To refresh the Sales Report statistics 1 In the Admin Panel select Reports Refresh Statistics to open the Refresh Statistics page as shown in Figure 251 materh S rtirbra imm nra aram War orice or m Lari Cae ER Figure 251 Refresh Statistics Page 2 Use the check boxes on the left to select the reports for which you want to have the statistics refreshed 3 In the Actions drop down list select the scope of the statistics to be refreshed Refresh Lifetime Statistics or Refresh Statistics for the Last Day 4 Click Submit Available Reports The following describes the reports that are available in Magento CE Report Path Description Total Ordered Reports gt Sales gt Shows orders for the specified time period Monitoring and Improving the Web Store Report Path Description Orders Order Taxes Reports gt Sales gt Tax Shows taxes charged for orders in the specified time period grouped by tax rate 314 Total Invoiced vs Paid Total Shipped Total Refunded
143. er This footer generally provides links to various informational and functional pages in the site such as Contact Us and the Site Map Purchasing Functionality Wishlist The Wishlist feature enables customers to pick out products which they are interested in but not ready to order yet Products can be moved from the wishlist to the shopping cart with one click Customers can also share the Wishlist their friends right from the Wishlist section of the My Account page The Wishlist feature is available for registered customers only My Cart To add a product to your shopping cart click on the Add to Cart button for that product as shown in Figure 49 Introducing the Frontend Shirts tt CART Tee a jen eer ca Cat Settee 40504 a OCUPARE PRCT u havi na bem Hg Serger aAnenis Shen F Ww puT cS z mz Jua mE Grid Lar Berg Beri vee eT RECENTLY COMPARED PROMETE the Di ranga jpm Tiar pit BECEHTLY YEE nRDCRACT Laabes fob Eater Fano Ihe Geo Children c Euncsiening On Bambesar Destrzysd Paley T Sh EMRE IE A IAE Impatiense Thin Tet Nate TTT none Mina He ERP EPRI sj n t RT is Katy Bue Cee PiE 115 06 112 60 add E Ada in nuum EM Agdio Lugar End dtl Emi EC i Uii E hari uw Corp e Add ra isian Figure 49 Add to Cart Button The My Cart area shown in Figure 49 displays a brief list of the products in your shopping cart The Recently Added items s area sh
144. er describes the ongoing management tasks that you can perform in the backend while running your Magento web store on a day to day basis See Accessing the Backend page 23 for details on logging in to your store s backend See Setting Up Your Catalog page 69 for a full description of how to set up your catalog Each of the subsequent chapters features a description of the other aspects of customizing your backend Understanding Scope Magento CE enables you to organize your operations into multiple websites stores and store views See Store Hierarchy page 25 for descriptions of these terms Many of the configuration pages in the backend enable you to select the website store or store view that you want your configuration changes to apply to Selecting the website store or store view is known as selecting the Scope of your changes To select the scope for configuration changes use the Current Configuration Scope drop down list in the upper left corner of the configuration page as shown in Figure 59 Introducing the Backend Current Configuration Scope Default Config v Default Config Main Website Main Website Store Default Store View New View Test Site Test Store 1 French Figure 59 Selecting Configuration Scope If you select Default Config the option choices you make are applied as default values for all websites stores and store views On the configuration pages you
145. ers Figure 69 Categories and Subcategories Setting Up Your Catalog Step 3 Creating Attributes page 89 Next you can create the attributes that represent a product s characteristics Attributes are a powerful Magento CE concept to make finding and comparing products easier Step 4 Creating Attribute Sets page 92 Attribute sets are logical groups of attributes that simplify the process of assigning attributes to a product They do not appear in the front end user interface o Creating a New Attribute Group page 94 Part of the process of creating an attribute set is to create attribute groups These groups determine how attributes appear in the backend when defining a product Step 5 Creating a New Product page 96 This step shows how to fill in product information in order to maximize conversion and how to assign Categories to help customers navigate to the products of interest to them Attribute sets and attributes are assigned to products to describe them provide multiple options and help the customer search through the product list Setting Up Catalog Defaults The first step to creating your catalog is to configure the catalog system default settings In many cases these settings can be overridden at lower levels such as in individual categories and products To configure catalog defaults In the Admin Panel select System gt Configuration CATALOG gt Catalog In the Current Configuration Sc
146. ese options will be listed in a drop down list on the frontend o Specify how many products are displayed on a page by default Allow All Products per Page Select whether the customers are allowed to display all products on a single category page Product Listing Sort By The products are sorted by default by the selected attribute The Best Value products are featured products as determined by the store administrator for more information see Creating Categories page 79 The customer can select from the other options on a per page basis You can configure attributes to be used for sorting using the Used for Sorting in Product Listing setting of an attribute For details see Managing Product Attributes page 88 Setting Up Your Catalog Use Flat Catalog Category Selecting Yes flattens multiple category database tables into a single table for increased performance on the frontend Magento recommends selecting Yes for any size catalog Use Flat Catalog Product Selecting Yes flattens multiple product database tables into a single table for increased performance on the frontend Magento recommends selecting Yes if your catalog contains more than 1 000 SKUs Alow Dynamic Media URLs in Products and Categories Selecting No can improve performance Sitemap This section determines how your site map is displayed to customers e Use Tree Like Category Sitemap Selecting Yes displays the site map as a
147. et the discount until the 16th product is added to the shopping cart at which point the discount is 1096 for all 16 products This discount continues for every factor of eight G In the Free Shipping field specify whether to combine the coupon amount with a free shipping offer for only the products for which the coupon is valid or for the entire Order when one of these products is in the shopping cart This field is not relevant to our example so leave the No value in this field 7 After defining the coupon as described above select the products for which the coupon is valid In our example the coupon discount applies to clogs Define a condition that applies to the SKU of dogs as shown in Figure 204 L 2L L LLL LLL LL DU Figure 204 Specifying Products to Apply the Discount To amp Click the Save Rule button Example Defining a Buy 2 Get 1 Free Promotion 253 Promotions This section describes how to create another discount coupon with a Buy 2 get 1 free promotion In this example the web store is trying to push a digital camera as a family deal This is a Shopping Cart Price rule To define a Buy 2 get 1 free promotion 1 Define the Coupon Information as described in Shopping Cart Price Rules page 199 but leave the Coupon drop down list selected to No Coupon This selection specifies that the discount takes effect as soon as a customer adds the products to the shopping cart Big Was E pet ee pan
148. ext to each attribute is the number of products that have that attribute For example The Apparel category has three green products as shown in Figure 29 COLOR Black 1 Blue 1 Figure 29 Category Product Counts After a customer clicks on the Green attribute all the green products are displayed in the web store for browsing and the SHOP BY area indicates that the products in this category have been filtered by the Color Green attribute as shown in Figure 30 Introducing the Frontend DHT acum roi iU LL es LEE beg EE dae a Did you know Unas oie abrir m d meilhi 13 T CERN 553 003 zanki sacs DEAN Tec mus Eee DES uza oum zi EN a am Sees coo m SIM rus 3i os ET iai n Lies TET kal es Lees Figure 30 Filter Indication To clear the filter and thus redisplay all the products in the currently selected category click the Clear icon __ next to the filter or click the Clear All Items option Note The third product is shown because it contains two variants inside a green and a red version Popular Tags Another option that Magento CE provides to help customers find the right product is called Popular Tags Popular Tags provide another property that can be assigned to products that customers can select in order to view the products to which this tag has been assigned see Figure 31 Introducing the Frontend POPULAR TAGS Camera Hohoho SEX
149. f the original price 3 In the Discount Amount field specify the value 10 00 This specification defines a final price that is a 1096 reduction of the original price 247 Promotions Note Mistakenly selecting the To Percentage of the original price option would give a final price that is equal to 10 of the original price meaning a 9096 reduction 4 Select the Save Rule button to create the rule 5 You must also select either the Save and Apply or the Apply Rules button to immediately apply this discount to the selected products Note As you add new rules the system must recalculate the prices and the priorities of the rules Generally system rules are automatically processed and applied each night In order to apply a new rule immediately you must select one of the Apply buttons Shopping Cart Price Rules Shopping Cart Price Rules as the name implies are applied when a customer reaches the shopping cart They can be applied either with or without the customer entering a coupon code and include features not found in traditional coupon tools This example defines a simple 10 discount coupon to be used for clogs when the shopping cart subtotal is over 100 The process of defining a Cart Price Rule consists of three stages Defining the Cart Price Rule Information page 199 defines general information about this rule Defining the Cart Price Rule Conditions page 201 defines the conditions that trigger t
150. g Jeinoil Had Linhald Pret rackingslips Pritt Cade Hamas Cancel Sets the order status to Canceled and disables any further processing Hold Puts the order on hold The order is not affected in any way but no further action may be performed unless you release it from Hold status o Unhold Releases the order from Hold status Printing options These options enable you to print various documents related to the order Viewing an order To view and or edit an existing order click row for the desired order or click the View option in the order s row in the Action column The Order View page opens showing details about the order Viewing an Order s Details Introducing the Backend Magento CE provides a large variety of information for each order This section provides a quick review of some of the information provided for an existing order The navigation bar at the top of the Order View page enables you to access the various sections Information Invoices Credit Memos Shipments Comments History and Transactions Information Page This page provides an overview of the most important information about the order such as the current status of the order the products ordered customer information billing shipping and payment information Eos um M RELIER p i de Der BT Aue Ud TE aa aa E DSS So od LLL Pe Figure 68 Order Information Page Introducing the Backend Note The SKU Stock Keeping
151. g and Editing Customers To view existing customers 1 In the Admin Panel select Customers Manage Customers to display the Manage Customers page as shown in Figure 221 The Manage Customers page contains a list of all the customers that opened accounts in your web store or were added using the Add New Customer feature T Figure 221 Manage Customers Page 2 Click the Edit link on the right side of a customer s row to display the customer information page as shown in Figure 222 284 Lunar hangar dB tezen fan ikim pam E kan iom iem i EL E sl miei un e B r aga arta a WT ar Mas IY ee me honam ite i SE DEL a TT ina i am Cmimin Lari p eure ee Lid tmnm imne a pd aep imm t Lo LOAD ME Lett Tue e dide kai t AB tasa acu bobs Sa ged sa Figure 222 Customer Information Page The tabs in the left panel provide a variety of types of information about the customer and for handling the relationship with a customer such as when the customer last logged in and out addresses ordering statistics recent orders current shopping cart contents their last reviews the newsletter to which they subscribed and so on Adding a Customer Customers typically register themselves in your web store using the My Account link in the header of each page In addition you can use the following procedure to add a customer using the backend To add a new customer 1 In the Admin Panel select Customers
152. g on the breadth of the items you are selling and the composition of your target markets To be able to create these entities you need to create at least one root category first See Managing Categories page 77 for more information about creating root categories For now determine how you want your store hierarchy set up Websites Suppose you want to sell machine shop equipment online and your spouse wants to sell handmade baskets It is unlikely that you would sell both of these product lines in a single store but in a single Magento CE installation you can do both by setting up separate websites Each website can have its own domain name The websites can be set up to share customer data or not to share any data Stores 15 For your handmade baskets website you might want to set up two stores one specializing in wicker and one for other materials You can set up two root categories one for wicker items and one for other items and assign one to each store See Managing Categories page 77 for more information about setting up root categories Several stores of one website can have different independent domain names as well but it should be configured on the store view level of each store Store Views Your market research indicates that about half of your potential customer base speaks English and the other half speaks Spanish Within each store you can create separate store views one for English and on
153. ge you made The following figure shows an example 338 C 3 Doe clc pn acces mage i0 vw Tull Dicrung 4 Indexing Hakla 2610 Prone DEMO Ema m a Enand umsab bs i alos 1145 05 gee 1 LL on Asis by Wishlist Addi Compara Quick Overview Ine Warga erly lees nn langer Men low end especiaiy when il comet In ine ooa 2610 Ofenng danced mieu and calling fexhuras withnut nraaking tha Sank Figure 271 Product Page Showing Updated Attribute You can also dick Al Store Views Click Add Subcategory Log in to the Admin Panel as an administrator Verifying Flat Catalog Changes for Multiple Products To verify flat catalog changes for multiple products In a different browser tab page or window open your web store s front page In the Admin Panel click Catalog Manage Categories From the Choose Store View list click the name of a store to view categories for that store In the left pane click the name of an existing category 339 Indexing 7 In the Name field specify Demo category amp From the Is active list click Yes 9 Click Save Category 10 Click the Category Products tab 11 Click Reset Filter to display your products 12 Select the check box of several products to add them to the new category The following figure shows an example D Dees cotegecy If 38 LI ELI Oa abet iT m Dignum Dag Caters Tena Cage Fui Fia 1 E tinmi Vw 3 i Ewi pape Wis FIT cce rd L
154. hat provide information about the web store and are managed through the Backend panel CMS Pages are ful pages that are available via their own URL addresses Static Blocks are sections of code or graphics that can be referenced inside CMS pages as well as Category landing pages They are page elements that can be reused and referenced throughout your site The following example shows how to create a new page in Magento CE and then how to create a link to it from your store footer To add a CVS page Design and Content Select CMS gt Pages to display the list of currently defined CMS pages as shown in Figure 168 Click the Add New Page button on the top right of the page to display the New Page page as shown in Figure 17 1 Fuga infacmanios Haw Paga SOI Lolo E C Cepe Page ln aa iae ced LLL Figure 171 New Page Page In the Page Title field specify the words to appear in the browser s title bar In the URL Key field specify the unique identifier to be used in the URL It must contain all lower case letters and no spaces The following example uses our history Leave the default value in the Store View field In the Status field select Enabled Click Content in the left navigation bar Use the WYSIWIG editor to define the content for this page Click Design in the left navigation bar to open the design options as shown in Figure 172 215 Design and Content Landi Lit Laym Ligdala KE Camere
155. he Manage Pages page as shown in Figure 168 212 Design and Content Figure 168Vlanage Pages Page This page shows two Home Page rows One row has the value 2 columns with right bar in its Layout column and its Status column shows Enabled The other row has the value 1 column in its Layout column and its Status column shows Disabled 9 Click on the first and second rows of the homepage The page shown in Figure 169 is displayed for each of them Radon iz Freaks Suas UEL Sore view faa Same ers er edo an ieee Sore babe Datu Store hen Tani Sue Tasa Sape d V isse Dua Enise Figure 169 Edit Page Page Change the Enabled status of the page with 2 columns with right bar layout to Disabled 213 Design and Content e Change the Disabled status of the page with 1 column layout to Enabled The homepage of the frontend now appears similar to the page shown in Figure 170 ij Magento Mad sa HEC TT S 3 tcl a smien sam iR lam inc pea manm um TAL ASE DE TEL ENS Zi a iamen Vend gai Ban pra Lih Paris LN te Peete aea Faris remm a omes a MEME eee DIT di LDI soa ir ioe rin Se eee vey la ee ee iu p nee aas iii Lr i555 555 0123 SS lt a Bani daa 7 Figure 170 Frontend Home Page With New Theme Managing CMS Pages 214 Content Management System CMS pages are static pages such as your Homepage About Us and Customer Service pages t
156. he appropriate tax according to the class of the customer the class of the products in the shopping cart and the region as defined by the customer s shipping address billing address or shipping origin Magento also supports the calculation of Value Added Tax VAT for business to business transactions in the European Union For more information see Appendix VAT ID Validation page 279 Note When you set up tax options be sure to set your store scope so that the options are applied across stores and websites appropriately Important You can restrict access to tax settings in the Admin panel by setting permissions for users You set permissions by creating roles For more information see Limiting Administrator Access to the Admin Panel Backend page 249 Note that to access tax functionality you need to make sure that the Sales Tax areas are checked along with the System Tax areas If you are setting up another website and you want to load catalog prices 153 including tax for a different region than your default shipping origin you ll also need to allow access to the System Shipping settings for that role because shipping origin determines what the assumed store tax rate is for catalog prices Tip For more information about tax updates including recommended tax configurations for different countries see http www magentocommerce com knowledgebase entry magento ce 18 ee 113 tax calc G
157. he invoice and if all is well click the Submit Invoice button at the bottom of the page 11 When you are ready to ship the products click the Ship button to generate a Shipment document Managing Orders and Customers 12 If applicable you can add a tracking number received from the shipping service by clicking the Add Tracking Number button Adding a tracking number enables customers to view the status of their shipment using the shipping carriers website 13 Review the shipment You can modify the quantity to be shipped if only part of the order is ready The order status changes to Completed after all its products have been shipped 14 Click the Email Copy of Shipment option to automaticaly send an email to notify the customer that the products were shipped 15 Click the Submit Shipment button at the bottom of the page 16 Click the Back button to return to the orders page where you can create additional Orders if needed Clearing the Shopping Cart If at any time during the ordering process the customer decides not to move forward with the order you can clear the customer s shopping cart in either of two ways Click the Clear Shopping Cart button on the Create New Order page see Figure 230 Managing Orders and Customers L Crer farm Corder for Alm ata t Danha ar tee hae Deb omn y Lill Diis on Figure 230 Clearing the Shopping Cart on the Create New Order Page Click the C
158. he options for managing orders in this page e Quantity of Orders Displayed The top part of the page enables you to control how many orders are displayed in the page as shown in Figure 65 Figure 65 Order Display Controls Selecting Orders The area under the order display controls enables you to select unselect all the orders in your web store or to select unselect all the orders currently visible meaning those that are currently displayed in this page tAll Unselect A Select Visible Unselect Visibie 0 items selected Figure 66 Order Selection Controls Note You can also select individual orders by selecting the check box on the left of each order Filtering Orders The area under the order selection controls enables you to filter the orders that are displayed by specifying values in one or more of the fields and then clicking Search To display all orders click Reset Filter Introducing the Backend Filtering e mpr tm 5 Sorting n z Figure 67 Filtering Controls Note The list displays only those orders that meet all the criteria that you specified Sorting orders Click on the header of a column to sort the orders by the value of that column Each click toggles between an ascending sort and a descending sort Order actions The Actions drop down list provides a list of actions that may be performed on the selected orders The actions that can be performed include the followin
159. he payment method settings available When the check box is selected the corresponding configuration field set appears The following settings are available Title In the Title field specify the name of the payment method that will be displayed to customers in the Payment Information section of the one page checkout This parameter can be set up for each store view Sort Order When deciding to use a number of payment methods in the Sort Order field determine the sequence number of this method in the list of available methods in the Payment Information section of the one page checkout Note The payment methods for which the sort order is not set are displayed first Payment Action Choose what type of transaction is conducted when the order is placed and the entities that will be created in the backend as a result The following options are available 192 Payment Authorization The payment is authorized and only an order is created in the backend of your store Sale The payment is captured at PayPal s side and as a result an order and an invoice are created in the backend of your store Payment Applicable From Choose the countries from which customers can use this payment method Choose between the following options All Allowed Countries Customers from the default countries list can use this payment method Specific Countries Only customers whose biling address includes one of the countries selected in the
160. he rule Defining the Cart Price Rule Actions page 201 defines the actions that are executed when the conditions of this rule are met Defining the Cart Price Rule Information 248 Promotions To create a Cart Price Rule 1 In the Admin Panel select Promotions Cart Price Rules Add New Rule button to display the page shown in Figure 201 249 Promotions Weite Farm 7 Lueacneton ifa wa ba Npbanai Wen Pre pta Tien Sua Ciam Cesuna NOT LOGGEU lh EI Du Ir a Aste Coupon hia Deuper ww Lhe patr Cuire From Thole Ta Cain Printy Puce in FS Peed Viet t Figure 201 Adding a New Shopping Cart Price Rule In the Rule Name field and the Description field specify a unique name and a description for this Shopping Cart Price Rule In the Status field select Active In the Website field select the website to which this coupon applies To specify that this rule only applies when a coupon code is used select Specific Coupon in the Coupon drop down list and specify the code of the coupon that the customer must specify in the web store Promotions 5 To specify that each customer can use this coupon only once specify 1 in the Uses Per Customer field Tip If you want to create a limited offer the coupon can be limited to be used a certain number of times by selecting Specific Coupon in the Coupon drop down list and specifying that number the Uses per coupon field G n the From Date and To
161. he top right of this page to display the controls shown in Figure 126 Taxi LIS Erpa Asiei Depan Baia katini Shai ens khanga opui Figure 126 Creating Custom Options 5 In the Title field specify a name for this new property such as the name Size 144 G In the Input Type field select the type of input that can be given in this field such as text or dropdown menu as shown above 7 In the Is Required field select Yes to indicate that this is a mandatory field meaning that a customer must select an option in this field in order to purchase this specific product amp If there is more than one option then specify the order in which this option appears in the Sort Order field A value of 1 indicates that it appears first 9 Click the Add New Row button to display the row shown in Figure 127 in which you can define the new variation of this product For example the product in a certain size and its corresponding price Copiers Upilio b linis Wax pee c bus er Cn da dil p r I Fera Priam Piper t Tana niin 1 Fin Je il Figure 127 Creating a Product Variation 10 In the Title field specify the name of this variation of the product such as Size XL 11 All the prices in these rows are relative to the price of this product as defined in the Prices page of the product wizard described on page 99 In the Price Type field select one of the following options Setting Up Your Catalog Fi
162. hipa rja Dalma Terie tora j caie o Lu iere Grge Camiran lba Qrim Ev Gmail Daissi Tarrgig is Porr Loe 1 Torte Foe Gaal Den Seed eae Eas Cors Unione p Figure 23 Sales Emails Page 24 Basic Configuration 4 n the Order field set configure the following options n the Enabled drop down list select Yes to enable new order confirmation emails to be sent In the New Order Confirmation Email Sender drop down list select the email address to be used for sending the new order confirmation In the New Order Confirmation Template drop down list select the template to be used for the for the order confirmation emails sent to registered customers In the New Order Confirmation Template for Guest drop down list select the template to be used for the for the order confirmation emails sent to guest customers In the Send Order Email Copy To field specify the email address to which a copy of the new order confirmation email is sent This feature helps you to keep track of the new orders that come in 2 Configure the options on the other field sets on this page 3 Click Save Config to save your changes Shipping Settings This section describes how to specify shipping options such as the origin used for shipping rate calculations and whether to enable the multiple shipping destinations feature Configuring shipping settings and shipping methods enables you to provide customers a selection of ship
163. ices of the links are displayed normally How MAP Is Applied for Different Price Settings The following describes how MAP is applied for different price settings Price setting MAP implementation 275 Promotions Tier Price If tier pricing is set the tier pricing message is not displayed in the catalog On the product page a notification is displayed that indicates that the price can be lower when ordering more than a certain quantity but the discount is displayed in percentages only For associated products of a grouped product the discounts are not displayed on the product page The tier price is shown according to the Display Actual Price setting Special Price If the Special price is specified the special price is displayed according to the Display Actual Price setting Product Group Price The Product Group Price feature enables you to set different product prices for different customer groups on the product level The functionality is aimed at improving the admin user experience with setting promotional prices for customer groups Terminology Regular price The value of the price system product attribute which by default corresponds to the Price field on the Prices tab of the Product Information page available under Catalog Manage Products 96desired product Promotional price A product price that is defined by any of the following system product attributes special price group price ortier
164. ilar functionality is possible by using Custom Options for Simple products The difference between a configurable product and a product including custom options is that inventory is not checked or updated for individual options during the purchase of the latter and there is no possibility to go directly to a product with a given set of options This also makes it hard for a search engine to find the product option Virtual Product This is a product that does not require shipping or inventory It is generally used for warranties or services Downloadable Product This is a digitally downloadable product that sells one or more files of a product and provides samples of those files These downloadable files can reside on your server or be provided as URLs to any other server Bundle This product is composed of components that are presented in different ways and are made from existing products A good example of a bundle is a complete computer For this computer you can configure how much RAM or what kind of monitor is included with this computer in your store Creating a New Product The following steps are the same for all product types Subsequent sections describe the differences between each of the product types To create a new product 1 In the Admin Panel select Catalog Manage Products to display the Manage Products page as shown in Figure 93 112 Setting Up Your Catalog PANAN oz Se ee ad mum n p ue e
165. imple products along with the configurable product Figure 122 Create Simple Associated Product Click the Create Empty button to open a popup window with a regular product creation page but which has a preselected product type Simple Product and an attribute set that is the same as the configurable product Setting Up Your Catalog The Copy from Configurable button works in a very similar manner to the above but it pre fills many of the fields with information from the selected configurable product as shown in Figure 123 Marra EIL Tres uj E aigearan kmg Zr Fisse Ghad Vial Pissis Drini rer a Mp g That den absiris n Bk Figure 123 Quick Simple Product Creation This area enables you to quickly create simple products without filling in all the information Fill in the required fields and click the Quick Create button to create this product The Auto generate option enables Magento CE to select the Name and SKU based on the attributes Super Product Attributes Configuration This section enables you to specify the attribute name that appears in the store for selection and the price for each of the options Two price options are provided Fixed or Percentage a Mma ete ee edd bur eee der bana eee AMi Rador beet eh be epee jee thor 1 Sart Gee AO dee ee Cote Demon manual Aika img Opiom Hadim Pree Fiag Oobi Lape Pwa im 141 Setting Up Your Catalog The price f
166. in T urhem Pro Garm Don rae a Pas Pas imnercnamr obar oss CI EN CORDE CHRON M TEE De TAB paras Erzugh ha Faire Pre Gara Eapress Chas brad Socal payment adieu momen aging pou wet Lan populi eat haogkn penaces aed ahzopmg ath Sure saa Paion payment gale ban 3 Er alg aad D tup DL P p em Lande Dn ULA andi Cari eto ai EE pet Ere hindiy Lacs Mone DT THE eei Figure 156 PayPal Page In the Merchant Account section select the country and specify the email address that is associated with your PayPal merchant account Select the Website Payments Standard check box to display the Website Payments Standard Settings section shown in Figure 157 Tin PacF ai asia Paints Siei mb iet od cen lm das em cibos Ng agli per MER wes Gori Cri Th v Pearl uctus Zw im ram Peran t agn Peur Aj cei Lour Ee rem Lera dou n Ej mie Teate Cad nep Sema Tew E mes Etui ifa hin pa rame 189 Payment Figure 157 PayPal Website Payments Standard Settings 5 In the Title field specify a title to be shown to your customers G In the Sort Order field specify an integer number to indicate where this payment method should appear on the list of available payments on the frontend A value of 1 places this payment at the top of the list a value of 2 places it second and so on 7 In the Payment Action field select one of the following options Authorization Blocks or holds funds in the PayPal account until these funds have be
167. ing our customers with the best possible service We would love to hear from you For feedback on this book and all other inquiries please use our contact form at http www magentocommerce com company contact us 3 Conventions Used in this Guide The following style conventions are used in this document Note This is a note Tip This is a tip providing useful suggestions and information Introducing Magento Community Edition 4 ntroducing Magento Community Edition This chapter introduces Magento Community Edition CE its basic components and the workflow for using it What is Magento CE Magento CE is a feature rich eCommerce platform built on open source technology that provides online merchants with unprecedented flexibility and control over the look content and functionality of their eCommerce store Magento CE s intuitive administration interface features powerful marketing search engine optimization and catalog management tools to give merchants the power to create sites that are tailored to their unique business needs Designed to be completely scalable Magento CE offers companies a stable secure customizable eCommerce solution Magento CE License Magento CE is licensed under the Open Software License OSL v3 0 an open source certified license More information about Magento s licenses can be found at http www magentocommerce com license Magento CE Frontend and Backend The f
168. ings check box to specify a price range size for this particular category Custom Design Tab The Custom Design tab contains additional settings to control the theme and layout updates that are used for this category page Depending on the settings they can also affect child pages as well All of these settings are optional For more information about custom designs and page layouts see Design and Content page 169 1 For Use Parent Category Settings choose Yes to inherit the settings of this subcategory from its parent category Doing so ensures a consistent look within a category family and disables all other settings on this page This setting is not available for root categories Setting Up Your Catalog For Apply to Products select Yes to apply the category page settings to the product pages of the products in this category Select a custom design from the Custom Design drop down list Magento CE comes with several custom designs already defined and you can modify these custom designs or create your own For more information see Managing CMS Pages page 174 For the Active From and Active To fields select the start and end dates for this custom design to be applied to this category If you do not select a start date the custom design is applied immediately If you do not select an end date the custom design is applied to this category until you manually deactivate it For Page Layout select a layout from th
169. ining as much or as few of the purchased products that you specify 291 Managing Orders and Customers Shipment A shipment is a record of the products in an order that have been shipped As with invoices multiple shipments can be associated with a single order until all of the products in the order are shipped Credit Memo A credit memo is a record of a refund A product cannot be refunded until it has been paid which means that it has been invoiced This means that you are not able to create a credit memo before an invoice has been created The credit memo serves as a record of a refund but it is not a record of the actual return of funds to the customer Creating New Orders This section describes how to create an order using the backend such as when an order is received on the phone Managing Orders and Customers To create a new order from the backend 1 In the Admin Panel select Sales Orders 2 Click the Create New Order button on the top right of the page to display the Create New Order page as shown in Figure 227 Crmams ieee See Figure 227 Create New Order Page 292 3 Select a customer If you have multiple websites stores or store views select the one to which this order applies The Create New Order for customer page opens as shown in Figure 228 ID E LLELL oe Lamm D ee ESL e Loss et E CE HEHEEEEEMUEMEMEMMZMZMZMN
170. ions are not taxed but retail transactions are To define a customer tax class Select Sales X Tax Customer Tax Classes to display a list of the previously defined customer tax classes Click the Add New button to display the New Class page as shown in Figure 138 i Ciunis s Chews felis Figure 138 New Customer Tax Class Page In the Class Name field specify a name for this tax class 199 Taxes Note You can link a customer tax class to a customer group by editing the customer group You can then assign this customer group when creating or editing a customer 4 Click the Save Class button Tax Zones and Rates Tax rates are generally applicable to transactions that take place in specific geographical areas The Tax Zones and Rates feature enables you to specify the tax rate for each geographical area for which you collect and remit taxes Because you give each tax zone and rate specification a unique identifier you can have multiple tax rates for a given geographic area for example for places that do not tax food or medicine but tax other products Note Store tax is used for initial display purposes on orders Store tax is calculated based on the store s address Actual customer tax on an order is calculated after a customer enters their information and then Magento calculates the actual tax based upon your store s tax configuration To define tax zones and rates 1 Select Sales Tax Manage Ta
171. ipani amus m T rent 1 LE Um C i a Apad ti ktsurt Diy Garp he Tien shipping hig fine T j Figure 205 Buy X get Y Free Promotion 2 Do not define any conditions because this rule is always applied to the Digital Camera The deal is created for the Argus QC 2185 Quick Click 5MP Digital Camera available in the Magento Sample Data 3 Click the Actions tab in the left navigation bar In the Apply field select the Buy X get Y free option 4 n the Discount Amount field specify 1 This is the number of units that are offered free Promotions 5 In the Discount Qty Step field specify 2 This is the number of units that must be purchased in order to receive the free unit G In the bottom section set up the condition to specify the SKU of the item that is featured in this promotion 7 Click the Save Rule button You can now send out your marketing message telling customers that if they buy 3 Argus QC 2185 Quick Click 5MP Digital Cameras one of them wil be free Tip It is good practice to test the effect of these rules yourself before trying them out on the public Either use a discount code that only you know or assign your test customer to a testing customer group and limit the cart rules to only that customer group Auto Generating Coupon Codes For shopping cart price rules you can auto generate batches of coupon codes and track their usage Auto Generating Coupon Codes Quick Reference Ba
172. is means that when a shirt is offered in three sizes then three simple products must be assigned to the configurable product one for each size The configurable product appears in the store with a section that provides customers with options such as the Size option shown in Figure 120 Coasases Functioning On Impatience T Shirt bad end drin afe At pnt Aybay in root 15 08 Quick Cversbewr a Giog DI preahraek Eueinwaishi rollen Daiba rbck ps eye ire Ta vinee Pun pictus Bnauldees Sos rhah tapire eh 1 Dautie nerdia tree and oie ham EL M Eho pipi fimail Made Large nm or Figure 120 Configurable Product 139 Setting Up Your Catalog 140 This is the most complex configuration page and it is described below it in three stages Select Configurable Attributes This section enables you to select the product attributes that can be configured The only attributes that are available on this tab are those that have a scope of Global an input type of Dropdown and the Use to create configurable product option set to Yes Tarbes Coniigureise RHifarirs g Ue alribules mE poops icbar irar hpt Teter dm ee T n Cere Lnrguratis Pereburt Wee mm aiia Colo klanufacRg kr Figure 121 Select Configurable Attributes Use the check boxes to select one or more desired attribute and then click Continue Create Simple Associated Product This section enables you to create s
173. k created for the sole purpose of assigning visual structure to a store page for example header footer left column main column Template A collection of XML and other files that define the block structure and logic for visual presentation Theme a collection of templates and skin files that control the visual elements of your store These visual elements are applied to all pages in your store giving your store a consistent look and feel throughout Changing the Web Store s Theme When you first install Magento CE the design elements of your store are based on the Default Theme You can modify this theme add themes created by others or create new themes from scratch Tip To design your own theme see the Magento Designers Guide at http www magentocommerce com design guide To add and activate a theme in your store 1 Go to the Magento Connect site htto www magentocommerce com magent_ oconnect This site contains hundreds of extensions which are add ons to Magento software that can extend or enhance the look or functionality of your store New ones are uploaded often 2 Click on the Core link to select one of the free extensions provided by Magento The extensions are listed in the center of the page as shown in Figure 166 210 Design and Content mash omm am Lr e E bya Engen ad odd fy Mungseribey masm raros sa ceram mL NET OTI Geer Figure 166 Magento Connect This exa
174. l price is shown to customers on clicking the Check for price link on a catalog or product page when a product is added to the shopping cart or before the order confirmation The MAP functionality can be applied to all product types except gift card products and bundle products with dynamic pricing The MAP functionality only influences the way products prices are displayed on the frontend The following terminology is used in reference to this feature Actual Price The price that is specified in the Price of Special Price field on the product view page Manufacturer s Suggested Retail Price MSRP The retail price as suggested by the manufacturer The Actual Price is typically lower than MSRP Minimum Advertised Price a Quick View MAP can be enabled and configured under System Configuration Sales gt Minimum Advertised Price See Figure 213 264 Promotions iamm uar lis y mna impu be red ism ha gj nan HERES LARE Uis jh GEAR cdi FINE GA FR FEE m na Portes Dp Stem es o ee iel nii dpi CROSS qe mun fu re a eee oe er wa pees pipa pra Pap priu ee m Em Pukal paju p Tia Ti Sh EGS Gd Eai a i parT LI d pa oi i ae a l TR re n ice Ban tu E 1 Eut 1m cames eed pee BparrpaM wa Lami aho pun Vor iua m LAS m Pn Pea ee ug Pod ie ER A Ce eT meu eres PA ee Cm OP Oe oe ep hes Bee pma et Figure 213 MAP global settings After MAP is enabled the configuration on the produc
175. ld 2 productld N format Basic Configuration WISHLIST Hashed list of products added to wishlist in the productld 1 S productld 2 productld N format WISHLIST CNT Hashed number of items in the customer s wishlist in the wishlist item count productCount format CUSTOMER AUTH Indicates whether a customer is logged in A hashed value of customer logged in O 1 CATEGORY INFO Stores the category info on the page This allows displaying pages more quickly LAST CATEGORY Recently visited category ID in the categoryID format VIEWED PRODUCT IDS Recently viewed product IDs in productld 1 productld 2 productld N format Code of the currency selected by a customer USD UAH GBP etc If the Google Analytics module is enabled and using cookies is allowed by a customer Magento stores the following Google Analytics cookies utma utmb utmc utmz For a description of the Google Analytics cookies refer the official Google documentation 6 Introducing the Frontend In order to familiarize you with the features of the frontend this chapter describes the basic browsing and purchasing features provided for your customers by a web store created using Magento CE This knowledge will help you make better decisions when setting up your store Overview The frontend provides the view of your web store that is publicly available to customers using the Internet The frontend sh
176. lear Shopping Cart button on the Shopping Cart page Customers Manage Customers gt 96customer96 Manage Shopping Cart see Figure 231 Shopper Cari ter daa Marks im Saab atone rias hen eee Bien sr Kuba deem Rod Pom rar idm ia Li a Eeri init Ha 4 Dai iH D Emi Tue H D fil h oo bul Tes dab id war fas Bids bud am Rud p II Fab Tma Cre d imine do axi am doni me In um ar a i E E 1 b mi fa iind es fom dui m las rmi a basas ii Figure 231 Clearing the Shopping Cart on the Shopping Cart Page Refunding You can create a record of a product refund from an existing order by generating a credit memo To view the list of refunds made in your web store From the Sales menu select the Credit Memos option to display the Credit Memos page as shown in Figure 232 Creda damas Deed b LIO Li d ssl LE ul a ordi m P E i 1 Dnie ar d dan uhr RA As i gt ead iram Figure 232 Credit Memos Page To refund a product from an existing order Note You can create credit memos only for orders for which invoices were created Without an invoice an order is assumed not to be paid so that there is nothing to refund In the Admin Panel select Sales Orders to display a list of the existing orders Click the View link on the right side of the row of the desired order to display the order view page Click the Credit Memo button to generate a credit memo Scroll down to the Items to Refund area and in th
177. lied to or the name of the customer who submitted it click the row for that tag Note If a customer has entered a tag that you do not want to ever see again simply change the status to Disabled Managing Polls Polls provide a powerful marketing tool for finding out the opinion of your customers about your products store customer service or anything else It is very simple to create a poll Figure 245 shows an example of how a poll appears in the frontend COMMUNITY POLL What is your favorite color QGreen ORed OBlack Magenta 307 Managing Customer Figure 245 Poll on the Frontend A poll occupies only a small amount of space on your store pages and is shown in the right column by default Poll results are immediately displayed to the customer after the customer submits an answer as shown in Figure 246 amp COMMUNITY POLL What is your favorite color Green 4 66 Red 1 17 Black 0 0 Magenta 1 17 Figure 246 Poll Results To create a poll 1 In the Admin Panel select CMS gt Polls to open the Poll Manager page which shows a list of existing polls 2 Click the Add New Poll button in the top right corner of the page to display the New Poll page as shown in Figure 247 Meu Pet e SoCo Foll Duran Jira cen s Enz uh Frer arra Figure 247 New Poll Page 3 n the Poll Question field enter the question that your customer will be asked Managing Customer Ge
178. limit applies to the Like search type only Search Type Define the type of search that is performed o Like Includes only results that are close in spelling to the specified search terms o Fulltext Includes only results that exactly match the specified search terms o Combine Like and Fulltext Includes both exact matches and close matches Apply Layered Navigation if Search Results are Less Than Defines the maximum number of results for which layered navigation can be applied If the number of results is more than this number then the results are presented as a simple list If you specify O then layered navigation is always applied Limiting the number of results can increase performance Downloadable Products Options This section controls the settings for products of Downloadable type The most important settings are Setting Up Your Catalog erica eu esas o Figure 73 Downloadable Products Options Order Item Status to Enable Downloads Controls whether customers can access their downloadable product links immediately after the order is placed or only after the invoice is created for the order Default Maximum Number of Downloads Controls how many times a downloadable product may be downloaded by the customer after it has been purchased Shareable Setting this option to Yes enables non registered customers guest customers to access their downloads This is the only option for customers to acces
179. lso assign a product to a category when editing a product s record For more information see Managing Products page 95 perna Ta 6 recta ioca eg iB Micron Gali Eras Tris Lea Ly ow From Vyoem Te Ta Figure 79 Creating a New Category Products 1 If needed use the filter fields at the top of the table to filter the list of products Click Reset Filter to clear all filter settings 2 Select the check box in the left column for each product that belongs in this category Remember that a product can be assigned to more than one category 3 n the Position column specify a whole number that indicates the order in which the product is listed when the products are sorted by Best Value The product with a Position value of 1 is listed first 2 is listed second and so on If more than one product has the same value for Position the product with the lowest that is closest to 1 ID number is listed first 4 Click Save Category to save your changes You may need to refresh the page to display the category in the tree Editing Categories Setting Up Your Catalog To edit a Category Click on a category in the tree edit its information and click Save Category Layered Navigation What is Layered Navigation Of course you want the customers browsing through your site to find the products that interest them in the fastest possible way Otherwise your sales opportunities are lost When a customer is confronted
180. mage Click the Browse button next to the field to select the file This image will appear in the frontend for each category s page between the category name and the content 7 In the Page Title field specify the title of the page which will be displayed on the browser tab header when the customer opens this category page amp n the Meta Keywords and Meta Description text boxes specify the keywords and description for search engines to use for this category when indexing your site Q Select Yes for Include in Navigation Menu so that the category will appear in the navigation menu on the frontend 10 Click Save Category to save your changes Display Settings Tab The Display Settings tab enables you to specify how this category is presented to the customer Setting Up Your Catalog Jr inog Procucta oni w Mente ceed b iy bioc Figure 77 Create a New Category Display Settings 1 In the Display Mode field select one of the following options to specify how you would like your category page to appear Static block only 7 Static block and product list below it Product list only 2 In the CMS Block field select the static block that you would like to be shown for this category if selected in the Display Mode field This block must first be created in the CMS section for more information see Managing CMS Pages page 174 In the Is Anchor field select Yes to specify that thi
181. mitted in the Description search tool Tip If you see that the Hits field of a product shows a high number meaning that customers search for it often but the Results column shows a low number or zero then you should review your product names and descriptions to promote products related to this keyword Search Synonyms and Redirects The following shows you how to fine tune Magento s search behavior Two mains options are provided e Search Synonyms Misspelled search terms may mean missed opportunities for you If you know that a frequently used search term is often misspelled by customers and thus does not display results you can add additional search terms Redirects You can specify that when a customer searches for a certain term that they are re directed to a specific page Direct customers to a specific product page a specific brand landing page or an informational page For example the search term Returns can take customers directly to the Shipping Policy page The following example demonstrates how to add the misspelled search term latop so that the results are returned for the correct term laptop To add new search synonym and or redirection 1 In the Admin Panel select Catalog Search Terms to display the Search page as shown in Figure 252 316 il i 1 i SE a EI en ee ee lim Figure 252 Search Page Monitoring and Improving the Web Store
182. mple demonstrates the implementation of the Modern Theme Scroll down the list of extensions and select the Modern Theme Install the theme as you would any other Magento extension See Extending Magento page 256 for more information 5 You can now activate this theme so that the web store 211 Design and Content appears with a new layout Select System gt Configuration gt Design and expand the Themes section The Design page is displayed as shown in Figure 167 ELI mimi g T n loratzea 2 nw 6 eye ma pe im magn CH Lael Dati LIN tak ELT tila l iar gm ah nm ha Figure 167 Design Page Tip The Add Exception option enables you to define special themes displayed for users using specific browsers An example is showing an iPhone optimized theme for users using this device to browse the store G In the Default field specify the name of the theme In this example it is called Modern 7 Click the Save Config button on the top right of the page The header footer menu bar and background of the frontend now look different according to the new theme amp If your home page appears incorrect it may be because the layout that you selected is suited to two columns when your home page has one column or vice versa For the Modern theme the following change must be applied so that that the frontend home page appears properly From the top menu bar in the Admin Panel select CMS gt Pages to display t
183. n Product Lists to determine how prices appear in products lists such as the category page Set Display Prices on Product View Page to determine how prices appear on the product page Set Display Prices in Sales Modules to determine how prices appear in the Order Review section during checkout and in the Items Ordered section of a sales order Set Display Prices in Emails to determine how prices appear in the sales email confirmation that is sent when an order is placed 10 Set Apply Discounts to FPT to one of the following O Yes Discounts are applied to the fixed product tax amount No Discounts are applied to the base price of a product without the fixed product tax included Set Apply Tax to FPT to one of the following Yes Tax is applied to the fixed product tax amount No Tax is applied to the base price of products without the fixed product tax included Set Include FPT in Subtotal to one of the following Yes The fixed product tax is included in the shopping cart subtotal No The fixed product tax is displayed under the shopping cart subtotal and is not included in the subtotal itself When complete click the Save Config button to save the settings Step 2 Create a Fixed Product Tax Attribute for Products To create the attribute From the Admin panel select Catalog gt Attributes Manage Attributes 169 Taxes 2 To add a new FPT product attribute click the Add New Attribute button in the u
184. n field has been used in an automated email reminder rule it will be automatically unassigned after saving the rule Click Save and Continue Editing The Manage Coupon Codes tab appears See Figure 207 On the Manage Coupon Codes tab specify the quantity of codes to be generated in the Coupon Qty field correct the code format settings if necessary and click Generate The generated coupon codes appear in the grid For each coupon you can see whether it has been used and how many times To delete the coupon codes select the check boxes in the first column select Delete from the Actions drop down menu and click Submit To export the codes filter the list of codes so that only the desired codes are displayed choose the file extension in the Export to field click Export and save the file Bree Pe Ean Jr gt Sib es Se a omg LP Mc O M N X Figure 207 The Shopping Cart Price Rule page Generating and managing coupon codes Tracking the Usage of Coupon Codes Information about how often each coupon was used is displayed in the grid on the Manage Coupon Codes tab of the Shopping Cart Price Rule page See Figure 207 Promotions above for illustration of the grid You can also create detailed report about coupon usage in orders To create a report about the usage of coupons generated for a specific shopping cart price rule 1 Navigate to Reports Sales Coupons The Coupon
185. name fields appear in the frontend as shown in Figure 152 181 5 148 Shipping TAR CSS PHF 101 kc ms bam Tari eerie Tan Drusi Doty tires laoreet rc Cn ae F om mem Mert Figure 152 Flat Rate Shipping Method and Title Note Some Shipping Methods such as UPS provide a variety of shipping methods to choose from In the Type field specify the entity to which the shipping fee applies such as Per Item In this case the shipping fee is dependent on the number of items shipped If you set the rate to be per item it is multiplied by the total quantity of items in the shopping cart If you have two of the same item or two different items then the rate is the same You can also select Per Order in this field In the Ship to applicable countries field you can select the Specific Countries option to enable access to the field under it in which you can select specific countries so that the appropriate and different shipping rates are applied to the relevant countries as shown in Figure 153 Emip 1n agpticxtila Spec Counties v Couns Ship t Specific eacintras Aighanistan p Sand SES albire i mernecan Semra Antique and Botbods Figure 153 Specific Countries Selection Tip Hold down the Ctrl key while clicking options to select multiple countries 7 n the Sort Order field specify the position of this shipping method in relation to the other shipping methods offered to the cus
186. nclude only the product name and that there is only one link for each product regardless of how many categories the product is associated with Create Permanent Redirect for old URLs if URL key changed Selecting Yes automatically creates a redirect for the old URL that points to the new URL if a page is moved Doing so eliminates the 404 Not Found error message that customers see if a page they had bookmarked is moved Page Title Separator Specify a character to replace the space character with when the system uses the page title to construct the page s URL Typical you would use an underscore or hyphen Use Canonical Link Meta Tag For Categories and Use Canonical Link Meta Tag For Products Select whether to add a tag to each category or product page that points to a preferred URL for search engines to index when encountering pages that contain the same content but which may be sorted differently for instance amp Setting Up Your Catalog Catalog Search The options in this section define how the catalog search feature behaves Minimal Query Length Defines the minimum number of characters that the customer must specify in the Search field on the frontend Maximum Query Length Defines the maximum number of characters that the customer may specify in the Search field Maximum Query Words Count Define the maximum number of terms that can be specified in the Search field This
187. nd reviews see Managing Customer Generated Content page 235 Generating Reports Magento CE provides a variety of reports that you can access at any time These reports are available under the Reports menu at the top of the Admin Panel Some of the most important reports are described in Reports page 243 72 8 Setting Up Your Catalog This chapter describes how to create a catalog for your Magento CE web store how to add products and how to define their attributes Overview The best workflow for creating your products is as follows page 70 Step 2 page 79 Step 3 page 89 Step 4 page 92 Step 5 Creating a New Product page 96 The following describes the process depicted above Step 1 Setting Up Catalog Defaults page 70 This step describes how to set basic catalog default configurations that define its behavior Step 2 Creating Categories page 79 The next step is to create the categories that will contain your products Each product can be assigned to one or more categories A Magento CE store with Sample Data provides three such categories Furniture Electronics and Apparel Categories can have multiple levels of subcategories A customer can click on a category to see a drop down list of 74 Setting Up Your Catalog subcategories such as Cell Phones Cameras and Computers as shown in Figure 69 Furniture Apparel Cell Phones Cameras Comput
188. nerated Content 4 n the Status field specify whether the poll is Open or Closed The status of the poll is Open by default which means that it appears in your store If you do not want it to appear in your store select the Closed option 5 Select one or more stores that you want the poll to appear in G Click the Poll Answers option in the left panel to display Assigned Answers page Click the Add New Answer button to add possible answers to your question that can be selected by customers as shown in Figure 248 Naw Pol ETE oun A ere Barer 1 eae Fa lad Cour 1 i Figure 248 Assigned Answers Page amp n the Answer Title field specify the text of the answer to appear in your store for customers to select Generated Content 2 To influence the poll results in advance you can add votes to the count in the Votes Count field which is O by default 10 Repeat steps 7 through 9 for each answer that you want to appear in this poll 11 Click the Save Poll button Managing Customer Customers can answer a poll only once and you can view the results in the backend by clicking on the row for the poll in the Poll Manager page If you have multiple polls open they will cycle randomly in the frontend meaning customer may see a different poll every time they refresh a frontend page Editing a Poll After a poll has been created you can edit it by clicking on the roll for the poll in the Poll Manage
189. nfiguring the Price Layered Navigation Algorithm The algorithm for calculating the price layered navigation is configured in the Magento Admin Panel under System gt CATALOG gt Catalog gt Layered Navigation To set and configure the new price layered navigation algorithm 1 Log in to the Magento Admin Panel Setting Up Your Catalog Navigate to System Configuration CATALOG gt Catalog In the Current Configuration Scope in the upper left corner of the page select the desired store view Expand the Layered Navigation field set In the Display Product Count field decide whether the number of products which fall into a price range will be displayed In the Price Navigation Step Calculation field select Automatic equalize product counts Additional options appear Note The Automatic equalize price ranges option of the Price Navigation Step Calculation field is similar to the Automatic option which was available in the previous versions of Magento If you select the Automatic equalize price ranges option the previously existing price layered navigation algorithm will be used In the Display Price Interval as One Price field decide what will be the system behavior if all products which fall into a certain price range have the same price Select Yes if you want to display a single price not the range finite values In the Interval Division Limit field specify the threshold for a number of products within a
190. ng Your Store Healthy vocor cera e er v e GU ede COE OO 320 VES Isa sodio MEE TT ET TTC 323 20 Getting Help orewa srira E RPERDU Y A ET Cb UpnQ006 38333 Gi cae CP ERAT ELE RES 344 21 Appendix VAT ID Valclaliolt usada atox ebrei ETE SERE bbb GDFERR E DOR UR e aloes 22 Index 1 About This Guide Welcome to the Magento Community Edition User Guide which provides an overview of the Magento Community Edition CE eCommerce platform developed by Magento Inc This guide is intended for web storeowners and first time users of Magento CE It provides a quick guide through the most important steps for getting your web store up and running and ready for selling online The options described in this user guide enable you to generate a feature rich and attractive eCommerce interface without the need for advanced technical expertise This guide first introduces Magento CE and its key concepts and then describes how to install Magento CE The following two chapters introduce the daily experience that a customer can have in a Magento web store and the daily management tasks that a storeowner would perform The rest of the chapters walk you through the process of setting up your Magento CE web store customizing its behavior to your requirements entering products managing orders invoices and shipments and achieving the best turnover and profits from your web store 2 Support and Contact Information We at Magento are dedicated to provid
191. nt for store views that are targeted for specific countries that use date and time formats that are different from your local custom Year Range Indicate the range of years that is available for selection in either the JavaScript calendar or calendar drop down lists Use a four digit year format Managing Categories This section describes how to display create and edit categories and subcategories The products in the web store are grouped into categories Categories enable you to give your store structure and form In Magento CE each store you create is assigned to a unique category Any other category that you want to use in your store must be created as a subcategory All categories are technicaly considered subcategories because you are placing them under the root category See Figure 74 Setting Up Your Catalog Apparel Store Shoes Clothes Category Category Men Women Men Women Category Category Category Category Figure 74 Example Category Structure The way category names are displayed on the frontend depends on the layout If the default theme is used for the web store categories are shown in a bar near the top of the store web page Each product can be assigned to one or more categories as described in Finding the Right Products page 38 Displaying Categories To display a list of all defined categories Select Catalog Manage Categories The categories are listed in a tree view on the left
192. ntent The Facebook Open Graph 2 0 extension enables you to add custom social networking buttons to your store The extension uses the new Facebook Open Graph 2 0 protocol Compatibility The Facebook Open Graph 2 0 extension is compatible with Magento Enterprise Edition and Professional Edition 1 8 and later and Magento Community Edition 1 3 and later Downloading and Installing The Facebook Open Graph 2 0 extension is free of charge you can download it from Magento Connect the official marketplace for Magento extensions Installing You can install the extension using the Magento Connect Manager To access it in the Magento Admin Panel navigate to System Magento Connect Magento Connect Manager Setting Up To make new social networking buttons appear in your store after installing the extension you need to take two basic steps 1 Create an application on the Facebook Developers site 2 Configure Magento In the following subsections these procedures are described in detail 221 Design and Content Creating an application on the Facebook Developers site The current implementation of the Facebook Open Graph 2 0 extension requires an application to be created manually on the Facebook Developers site To create an application Navigate to http developers facebook com Click Apps in the top menu Click Create New Application and perform all of the steps of the app creation wizard Using the app by
193. nto Admin Panel select System Configuration SALES gt PayPal Configuration can be done either on the global or website level so in the Current Configuration Scope drop down list located in the upper left part of the page leave Default Config or select the desired website 2 In the Express Checkout Settings field set in the Payment Action drop down menu select Order 3 Configure these additional settings which correspond to settings in your PayPal merchant account Authorization Honor Period days Defines how long the primary authorization stays valid The value should be equal to the corresponding value in your PayPal merchant account The default value in your PayPal merchant account is 3 To increase this number you need to contact PayPal The authorization becomes invalid at 11 49 p m U S Pacific Time of the last day Order Valid Period days Defines how long the order remains valid When the order becomes invalid you can no longer create invoices for it Specify the value equal to the Order Valid Period value in your PayPal merchant account The default value in your PayPal merchant account is 29 To change this number you need to contact PayPal Number of Child Authorizations Defines the maximum number of authorizations for one order That is the maximum number of the online partial invoices you can create for one order The number in this field should be equal to the corresponding setting in your PayPal
194. o one page checkout in the frontend only If a new customer address is used including guest checkout or if a customer has no address assigned to their account then the validation is performed irrespective of this setting During order creation in the Admin Panel no automatic validations are performed 3289 Appendix VAT ID Validation Default Value for Disable Automatic Group Changes Based on VAT ID available only if Default Config is selected in Current Configuration Scope Choose whether the automatic change of customer group based on VAT ID wil be enabled or disabled by default The setting can be overridden on the product level The setting influences the system behavior in the following situations The VAT ID of the customer s default address or the whole default address changes Customer group change was emulated during the checkout for a registered customer who had no previously saved address or for a customer who registered during the checkout If the automatic group change is enabled then in the first case the customer group changes automatically and in the second case the temporarily emulated customer group is assigned to customer If the automatic group change is disabled the customer group that is assigned assigned never changes unless an administrator changes it manually Show VAT Number on Frontend Choose whether the field for entering and storing the VAT ID number will be visible in the front
195. o these documents websites cannot use cookies until a user consents Enabling and Configuring Cookie Restriction Mode To enable the cookie restriction mode Log in to the Magento Admin Panel Navigate to System Configuration gt GENERAL gt Web In the Current Configuration Scope in the upper left corner of the page select the desired website Expand the Session Cookie Management filed set In the Cookie Restriction Mode field select Yes To save the changes click the Save Config button Cookie Restriction Mode Implementation Details After the cookie restriction mode is enabled a message is displayed on the top of each page in the store front The message informs customers that the website requires cookies to provide all of its features and requests users to confirm that they are informed and consent See Figure 25 Basic Configuration lap Simple won io Sl Prois alg Camper Producta Shap By LL ATI ae p a mm pum Pike 2 D I DI LEM TAB HAS OG Bane 332 N and es PayPal My ons Hic mbi E Shin d Kurs Tua ban X Ceci faa 843 58 Bai im QUE wi Tas a zai Tas Publ sud Tas MO d Cel vil kim ADD 10 CAT ADU TG CANT Figure 25 A warning message is displayed in the frontend when the cookie restriction mode is enabled The message contains a link to the Privacy Policy page which provides a list of cookies being collected and explains on how they are used The default content of this page can b
196. o which it is associated and on the search result page The following describes the other fields in this page URL key The search engine friendly URL identifier is the name used for this product in the products URL You cannot use spaces in this field If the URL key is left blank one is automatically generated by Magento CE Manufacturer Select the name of the manufacturer from the drop down list Color Select the color of the product if applicable Set Product as New from to Date The date range in which this product can be promoted as a new product in various locations throughout your site Country of Manufacture Select the country in which the product was manufactured In feed Determines whether this product is included in your stores product RSS feed 115 Setting Up Your Catalog Prices Tab Click the Prices tab in the Product Information panel on the left to display the Prices tab as shown in Figure 96 Pica oo pram Coal T pare pram Teer Price erie toes Gree dep Pie Are Seed Price rtt noun esca Price Prem Data m mi omar Spedali Prise Te Dale m raneal Bp preducaen abis r pucha Ta TLDM wh Googe Chechoul pel MaF mM E o pet EerT Diapit actual Pacs Mna tentis itary micena iaga Mud f mE Fw prs Figure 96 Prices Tab Fill in all the mandatory fields which are indicated by a red asterisk This tab enables you to enter th
197. ods Order status The order status indicates where it is in the order cycle In Magento CE the system order status values are the following Pending Pending orders are brand new orders that have not been processed Typically these orders need to be invoiced and shipped Introducing Magento Community Edition On Hold The user cannot proceed to order processing if the order is in this state This is convenient if for example some data must be verified Pending PayPal possible for PayPal orders only Pending PayPal orders are brand new orders that have not been cleared by PayPal When using PayPal as a payment method customers are redirected to the PayPal website If they have not paid for the order orders will be marked as Pending PayPal It is not recommended to process these orders without referencing PayPal first to see if payment has been made 8 Payment Review As long as an external payment gateway is verifying the payment information from a sales order the order is assigned the Payment Review status both in the payment system and in Magento CE Processing Processing means that the order has been either invoiced or shipped but not both Suspected Fraud possible for PayPal orders only The order transaction did not pass one or more of the PayPal fraud filters and the system receives the response from PayPal that the transaction is under review by Fraud Service Complete Orde
198. oi 2 acere ud Cumas Tas Cipit Pine lda Cosa Tos Lane opel Cu wipe The 22xw Eg 1 Apai Ca iens Tp ph Sao Le ee 1 METRE 3 j Hasi Cusiomne m Eau Fo Rated uber WA LCA 1 EST T Figure 141 Manage Tax Rules Page Each tax rule is composed of a customer tax class a product tax class and a tax rate 2 To define a new tax rule cick Add New Tax Rule to display the Edit Rule page as shown in Figure 142 163 Taxes Tax Rule Information Product Tax Class 1 Tax rates at the same priority are added others are Calculate off subtotal only M Sort Order 0 Figure 142 Edit Rule Page 3 In the Tax Rule Information area select the options as shown in the following table Name Specify a name for this tax rule that will make it easy to identify Customer Tax Class Select the customer tax class to which you will apply this tax rule Product Tax Class Select the product tax class to which you will apply this tax rule Taxes Select the tax rate to apply for this tax rule Priority Specify the priority of this tax when more than one tax applies Lower numbers have higher priority If two tax rules with the same priority apply then the taxes are added together If two taxes with a different priority apply then the taxes are compounded When taxes are compounded the first priority tax is calculated on the subtotal amount and then the second priority tax is calculated on the subtotal plus the first
199. ollowing sections provide an overview of the two visible interfaces of Magento CE the frontend and the backend Frontend The Web Store Front The frontend is the public view of your web store with which your customers can interact through a standard web browser It presents your products product categories and promotions and provides your customers with ordering payment and purchase tracking features An example is shown in Figure 1 m Magenta Cema Shore ue ond ol pum SALE Anazhria Bey Conca EP EU UE ay FREE SHIPPING on orders ower 50 aM PEU F mg i P Ba fsveeg rower nia aj punc ee ge HI Figure 1 Magento CE Frontend Introducing Magento Community Edition Backend The Back Office The backend is the password protected view of the back office features that enable a web store administrator to setup the products and purchasing options and to 5 game Introducing Magento Community Edition manage orders and all other store functionalities You can navigate the Admin Panel using the menu on the top of the page Magento top menu A view of the backend is shown in Figure 2 E h 4 ce oe ne se ec9 Jj emo poa mo c sa 0 X343 00 lt am g es 0 00 0 00 al Figure 2 Magento CE Backend Magento CE Concepts To use Magento CE effectively you should be familiar with the following terms and concepts Attribute A characteristic of a product
200. omatically generated customer emails such as when a customer places an order or opens an account and enables you to customize them as you require For more information about customizing the emails sent from the store to customers see Customizing Transactional Emails page 177 Introducing the Frontend Ratings and Reviews Rating and review functionality is provided by Magento CE to enable customers and web store owners to give their opinions feedback and comments about products They appear in the frontend as shown in Figure 57 Coalmycs Functioning On Impatience T Shirt biii PU x uh Quick Ove ree a BT ez TDS Sern hena conan Debis giki on mbar image bo ssim fall psctung a Erker fapang a Coublesaede derer ad boliam hem Figure 57 Ratings and Reviews The number of stars indicates the satisfaction rating You can click on the Review s link to display the actual textual reviews provided by customers For more details see Managing Ratings and Reviews page 235 Community Polls Each web store can provide a Community Poll as shown in Figure 58 For more details see Managing Polls page 240 Introducing the Frontend d COMMUNITY POLL Whatis your favorite Magento feature Layered Navigation Q Price Rules O Category Management O Compare Products Figure 58 Community Poll 7 Introducing the Backend In order to familiarize you with the features of the backend this chapt
201. on field is shown in the product s page under the title Product Description Short Description The information that you enter in the Short Description field appears on the product s page under the title Quick Overview This information is also shown when products are displayed in a list Design Tab 120 Setting Up Your Catalog The Design tab contains additional settings to control the appearance of this product s product page as shown in Figure 101 team Deben Pula Salat aye beaar T4 Linu apes Ono prz bia Buck pia indo Cae m Figure 101 Design Tab All of these settings are optional For more information about custom designs and page layouts see Design and Content page 169 1 Select a custom design from the Custom Design drop down list Magento CE comes with several custom designs already defined and you can modify these custom designs or create your own 2 For the Active From and Active To fields select the start and end dates for this custom design to be applied to this product If you do not select a start date the custom design is applied immediately If you do not select an end date the custom design is applied to this product until you manually deactivate it 3 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 wil appear at the bottom of the page below the products whereas a stati
202. onitor 399 99 Add to Wishlist Add to Compare Sony VAIO 11 1 Notebook PC As low as 2 699 99 Ad T Add to Wishlist Add to Compare Gaming Computer From 4 999 95 To 6 348 95 Add to Wishlist Add to Compare Microsoft Natural Ergonomic Keyboard 4000 99 98 Add to Wishlist Add to Compare My Computer From 635 97 To 3 786 68 dd t 3 Add to Wishlist Add to Compare Microsoft Wireless Optical Mouse 5000 59 99 Add to Wishlist Add to Compare Indexing Figure 273 Category Page 243 Getting Help 20 Getting Help Magento CE offers a variety of options and possibilities but also has a learning curve Magento provides several resources for getting help discovering Magento CE and using it daily to attain your eCommerce objectives You can start with the Search field at the top of the community site found at http www magentocommerce com which provides results from the Magento forum knowledge base wiki groups and other resources If you are unable to find answers to your questions try posting your question in the Magento Answers site and the Magento forums where thousands of participants help each other with Magento issues To access Magento Answers Go to http www magentocommerce com answers and log in or using the user name and password that you created before downloading Magento CE If you do not have a Magento user name you can register for on
203. only necessary if the EU gets new members or some countries leave the EU Creating the VAT Related Customer Groups VAT ID Validation functionality automatically assign one of the four default customer groups to customers according to VAT ID validation results Domestic Intra EU Invalid VAT ID 349 Appendix VAT ID Validation ie Validation error You can create new customer groups to be used in the VAT ID Validation functionality or use existing groups if they comply with your business logic Customer groups are created under Customers gt Customer Groups When configuring the VAT ID Validation functionality you will need to assign each of the created customer groups as a default for customers with appropriate VAT ID validation results For details see the Enabling and Configuring the VAT ID Validation Functionality section further Configuring the VAT Related Tax Rules The VAT ID Validation functionality was implemented to facilitate the VAT applying for EU B2B merchants In Magento taxes are applied using the tax rules mechanism Each tax rule is defined be three entities Appendix VAT ID Validation ie Customer Tax Classes Product Tax Classes Tax Rates To use the VAT ID Validation functionality effectively you need to create the appropriate tax rules Important Note According to the EU taxation policy the supply of services between businesses B2B services is in principle taxed at the cus
204. ope drop down select the scope of this configuration The following describes some of the more important sections in the page Frontend This section determines how your products are shown on the frontend catalog pages Lii liae Gg ea Lidl k Products par Pigi on Gia Liz Mira mops Rm RBpal ST Procure per Page an Grid 2 Datauft vos Tiaki ba F Ee ahihi E Wi Products p r Paca on Lidl E 10 152075 iua bud TreeM ae ee Products par Page on List Gets 10 abs bop te S ma AH atl ihh HI Alm RE Prous pe Fuge Hz an ia i AF ioii a Fe i 3 Fee P Prona Lising Sen by ETH ique x Lima Fus Cameo Camper He La Fas Cata og Fredaci Ne spe Dyna Usu RLI n s Fradum aw Coegi Eg rau ure piniga peg T TRA are namdzcri ur Dynama seein parang FAI Lang per ormancs Figure 70 Catalog Frontend Configuration 76 Setting Up Your Catalog List Mode o Grid Only The products are displayed only in a grid structure o List Only The products are displayed only in a list o Grid Default List The products are displayed in a grid structure by default but your customers are able to switch to list o List Default Grid The products are displayed in a list structure by default but your customers are able to switch to grid Products per Page For each display type List and Grid specify the following o Specify in a comma separated list what the options are for the number of products to display on a product page Th
205. or a tax rate of 9 7596 161 Taxes Tax Titles This option applies only if you have a store in different languages and you want to have the languages displayed differently Tax Titles let you name your tax rate if you have a store that is translated into different languages and you use the same tax rates for all languages 4 Click the Save Rate button Tip You can export your tax rates to either CSV comma separated value format or Excel XML format using the Export button at the top of the grid It can be easier to manage your tax rates in a spreadsheet format if you are familiar with the requirements for importing and exporting in CSV or XML formats Tax Management Rules Tax rules are defined as a combination of a customer tax class and a product tax class with a tax rate In other words based on the class of the customer customer tax class the class of the products product tax class in the shopping cart and the region tax rate depending on the shipping address billing address or shipping origin Magento calculates the appropriate tax for each order Note When you set up tax options be sure to set your store scope so that the options are applied across stores and websites appropriately To define Tax Management Rules 1 To define how taxes are charged select Sales Tax Manage Tax Rules to display a list of the previously defined tax rules as shown in Figure 141 162 Taxes per page D
206. or configurable products is a combination of the price from the Prices tab as described in Prices Tab page 99 and the values entered in this area This means that if the configurable product s price is 20 and the price for the Medium option is Percentage and 10 then this variation of the product costs 22 The price of the associated products is not used for calculation E om AB ds Fel dee nau ae immi pa gi thes Lire Aen Figure 124 Selecting Associated Products Completing the Product Wizard Click the Save or Save and Continue Editing button in the top right corner of the page If you choose the latter after saving the product you are redirected back to its page To edit an existing product 1 From the Catalog menu select the Manage Products option to display a list of products as shown in Figure 125 142 Setting Up Your Catalog Figure 125 Product List 2 Click the Edit link on the right side of the row of the relevant product Mass Changing Products Magento CE provides various features that enable changes to be made on multiple products or their properties On the product list mark products using the selection check boxes Then select one of the actions from the Actions dropdown field and click the Submit button Delete Deletes the selected products from the store Change Status Disables or enables multiple products at once Update Attributes Updates the attributes of multiple products
207. or internal use Must be unique wih no spaces Maximum length of attribute code must be less then 30 symbols Catalog Input Type for Store Fixed Product Tax Owner Apply To All Product Types Figure 145 Fixed Product Tax Attribute Step 3 Assign the FPT Attribute to an Attribute Set To assign the new attribute to an attribute set From the Admin panel select Catalog gt Attributes Manage Attribute Sets In the Manage Attribute Sets area click the name of the attribute set in which you want to include the FPT attribute This example uses the Default attribute set The Edit Attribute Set Default area displays a list of Groups and a list of Unassigned Attributes Find your FPT attribute eco tax in this example in the unassigned list and drag and drop it into the attribute group where you want it to appear Click Save Attribute Set In this example the eco tax attribute is included the General attribute group as shown in the following figure 171 Taxes Groups Add New Delete Selected Group Double click on a group to rename it aL General Egname Eg description Eg short description Eg sku Eg weight Egnews from date Egnews to date Eg status Eg url key Ed visibility Ed is imported Ed country of manufacture Egis returnable amp jeco tax amp U Prices m Unassigned Attributes j activation_informatior color i computer_manufactu contrast ratio
208. or the subtotals are displayed When there is at least one item in the Default Pop up Text Message Promotions shopping cart with Display Actual Price set to Before Order Confirmation the order total is not shown in the cart Instead the message Order total will be displayed before you submit the order is shown The option selected defines how product prices are displayed in wishlists and comparison lists as well The text field for editing the information message displayed if the Display Actual Price field is set to On Gesture Promotions Default What s The text field for editing the text of the What s this This Text Message information tip 1 To save the configuration click the Save Config button in the upper right corner of the page Setting Up MAP on the Product Level MAP settings on the product level become available once the MAP functionality is enabled For gift cards and bundle products with dynamic pricing the MAP settings are not available To configure MAP settings on a product level 1 Select Catalog and click Manage Products 2 Open the product for editing 3 On the Prices tab the following MAP settings are available Apply MAP Defines whether MAP is applied to the product Display Defines how the actual price of the product is displayed on the Actual frontend The value here overrides the corresponding global setting Price Manufacturer The price at which a
209. orization Honor Period value If the authorization is valid the necessary sum is captured the rest is left on hold and the number of captures is not limited If the authorization is not valid anymore it is voided A new authorization and capture are created but for the invoice total not the order total From this moment each time you create an online invoice for this order a new authorization and capture will be conducted only for invoices totals 201 Payment Also Magento will determine whether the number of the conducted captures is equal to the Number of Child Authorizations value each time If the number specified there is already reached creating online invoices for the order will not be possible If you click the Void button on the order view page the Order transaction is voided After this no online invoice can be created for the order Note PayPal provides an option of capturing an amount larger than was ordered However this option is not supported in Magento Other Payment Methods To define payments methods 1 In the Admin Panel select System Configuration Payment Methods to display the Payment Methods page as shown in Figure 160 Paymant Methods trew CE erm TIHE Chio Checi ikoieg ier BL II pum TER Papirna Bin mew E agenzie ral pem eben E ern m re m Papla Eu UTILI Parha Wetraile Parperunsis Peu Papir Lifan Ex oj2080o0 0o0soooo0o0 Data Webeie Mamas Pr m E m
210. ou sell customers and virtual product types countries except products of merchant s country bund type le or virtual Currently this rate is 076 Note It is recommended that you apply the merchants VAT rate for customers with invalid VAT IDs and those for which validation fails You can create other tax rules and apply other tax rates according to your business logic In the Magento Admin Panel all tax rule related entities including tax rules tax rates product tax classes and customer tax classes are managed under Sales gt Tax tax classes are assigned to customer groups under Customers Customer Groups gt 96customer group Enabling and Configuring the VAT ID Validation Functionality To enable VAT ID and set default groups Log in to the Magento Admin Panel Navigate to System gt Configuration gt CUSTOMERS gt Customer Configuration In the Current Configuration Scope field in the upper left corner leave Default Config or select the desired store view Expand the Create New Account Options field set In the Enable Automatic Assignment to Customer Group field select Yes The following fields appear Sog 7 4 a 7 Se Ko Tax Calculation Based On Choose whether VAT calculation will be based on customer s shipping or billing address If the customer does not have a shipping address that is the customer has only now registered and the system does not yet take in
211. ou specified for the quantity 5 tier As soon as the customer adds the 10th item the discounted price specified for the quantity 10 tier supersedes the quantity 5 tier and that discounted price of 10 applies instead After saving the product it shows the Tier Pricing block on the frontend gt Buy 5 for 89 99 each and save 11 gt Buy 10 for 69 99 each and save 31 Figure 211 Tier Pricing Block Frontend On the product listing pages the best available deal is displayed below the regular price as shown in Figure 212 Promotions Figure 212 As Low As Indication Minimum Advertised Price This section describes how a Minimum Advertised Price MAP policy can be applied in Magento CE Minimum Advertised Price General Concept If you have a minimum advertised price in the agreement with a manufacturer you can still sell the merchandise at lower price though this price will be hidden It will not be visible to customers on the product page and will not be indexed by search engines As a result a price below the minimum advertised will not appear in any catalog of products collected from multiple web stores The crossed out price which can be displayed on catalog and product pages will be the manufacturer s suggested retail price MSRP For storing the MSRP value a new system attribute was added to the default attribute set 263 Promotions An individual setting enables you to specify how the actua
212. ouped and Gift Card product types the Group Price functionality will not be applied even if these product types are selected in the Apply To field of the group price attribute In this case for Grouped products the Group Price field will not even be displayed on the Product Infornation page in the Admin Panel For Gift Card products the Group Price field will be displayed but its value will not be considered by the system Displaying the group price in the frontend fits the general logic of price displaying in Magento If besides the regular price a product has promotional price s the lowest price value is displayed in the frontend If a product custom option has price set as a percentage than the lowest promotional price will be used as base for the calculation The same logic is applied when the associated products the options of a configurable product have prices set as a percentage The following table illustrates how the minimum promotional price logic is implemented The table provides several examples but it is not an exhaustive list of possible combinations Price 4 For customers from the tier price group s 4 As bw as 3 Special Price 5 Tier Price 3 For customers from other groups 4 Price 5 For all customers Special Price 3 Regular Price 5 Tier Price 4 Special Price 3 2 8 Price 5 Special Price 3 Tier Price 4 Price after a catalog price rule applied 2
213. oups field select one or more customer groups to which this rule applies 243 Promotions G n the From Date and To Date fields set a date range for the rule to take effect If you leave the date range empty then the rule is enabled as soon as it is created Advanced Tip You can use the Priority field 1 is the highest priority when there are multiple rules This determines which rule takes effect when more than one Catalog Price Rule applies Defining the Catalog Price Rule Conditions After you have set up the general information for the price rule you must create the conditions that specify when the rule is triggered The following example shows how to discount every T shirt that is over 20 by 1096 by defining a rule that has two conditions To define Catalog Price Rule Conditions 1 Select the Conditions option in the panel on the left to display the page shown in Figure 194 Seng tene Pe Soo p SSS m BL 1 os E Figure 194 Specifying Rule Conditions 2 The first rule appears by default If ALL these Conditions are TRUE It specifies whether the rules that you define must all be met or if any of them can be met AND or OR in order to trigger the rule s action In our example we wanted the discount to take effect when the product is a T shirt and when the T shirt costs over 20 Therefore leave the word ALL in the page above 3 Click on the icon to display a selection field and select the SKU option
214. ows a list of the last three items added to your shopping cart Clearing My Cart A customer who wants to remove all items from the shopping cart can do so by clicking the Clear Shipping Cart button on the Shopping Cart page see Figure 50 51 Introducing the Frontend Shopping Cer um ED Ta itur mass mda ba jis FECERIT Vlt usar PECE on LT rid REUS jim firmi eoa bal TE i MER a Bind E d Lra t Figure 50 Clearing the Shopping Cart Checking Out The My Cart area also provides a Checkout button see Figure 51 that takes a customer to the first step of the one page checkout process see Figure 52 ft MY CART There is 1 item in your cart Cart Subtotal 15 00 Figure 51 My Cart Area Bl oen TOUS DSECROUT PROCERES T Emi REDI de d CUNCNT Cle ey Loc Bipqemms adh ryh hiap peep dewey pears m Fame g r bps E Wi ban d e MEE rl ae p jpa LS Rin wd m Bh DES Farm Vaart ed el fat 6 Len mmnm ea m Figure 52 Checking Out Introducing the Frontend Most of the functionality of the checkout process is available by default In addition the backend provides a variety of options to customize the customer checkout process such as various payment and shipping methods that can be offered to your customers A customer can make a one time purchase as a guest or can register and create an account Customers that have created an account can later track the status of their orders Tip
215. ows your product catalog and provides your customers with ordering payment and tracking features You can access the Magento demo web stores by navigating to http demo magentocommerce com The Single Store Demo is a sample Magento store that uses Magento s default theme and sample data This sample store is referenced throughout this user guide You can access your own store by browsing to the address that you defined for it during installation 31 Introducing the Frontend The illustration in Figure 26 shows the first page of a default Magento CE store with sample data Figure 26 Magento CE Store Frontend Finding the Right Products The Magento CE frontend is also referred to in this guide as your web store It provides a variety of options for browsing through the products offered and then driling down to view detailed information about each product Magento CE enables you to define the default appearance of how multiple products are presented such as whether they are shown as a list or grid table their sort order and the filter that is used Categories The products in the web store are grouped into categories which are displayed in a bar near the top of the web store page Each product can be assigned to one or more categories Introducing the Frontend Categories can have multiple levels of subcategories A customer can navigate to a subcategory using a category s dropdown menu Figure 27 shows
216. p Secret values of your application You can find it in the Basic Settings section of your app on the Facebook Developers site See Figure 181 med ped pop Figure 181 App ID and AP Secret values Object Type Enter the Open Graph Type value of your Object Type To find it on the Facebook Developers site open the settings of your application navigate to Open Graph Dashboard click your object type and expand the Advanced settings On the page header the system will display the Apps 96 Your Facebook Application Name Open Graph Object Type Object name See Figure 182 Design and Content App Mor aot Open Graph Deci Type pr Figure 182 Open Graph Type setting Actions Settings can be different for each store view To add and configure a social networking button click Add Action Button For each button specify the following In the Action column specify the internal button action title for example own or want This value should correspond to the value you have specified in the Graph API URL field on the Facebook Developers site The Graph API URL field is available in the Advanced section of the Action Type settings See Figure 178 In the Button Title column specify the name of the social networking button as you want it to appear in the frontend In the Enable FriendBox column decide if you want to display in the frontend the related Facebook block which contains the count and the pictures of friends
217. pen Graph 179 File names 12 file system backup 250 Filtering Products 39 Filters Navigation 84 Finding Products 38 fixed product tax FPT 137 flat rate shipping 147 Footer 29 50 51 Free Shipping 150 Frontend 70 Definition 4 G General Information Categories 79 Google Analytics 247 Grid View 44 group price 217 Grouped Product 116 Header 28 50 51 Healthy Store 249 Help 277 Hold 64 HTML Head 26 Images 100 importing product data 124 Inbox 60 Index Management page 263 indexing 263 Information Page 64 Instaling 10 13 Inventory 106 Invoice 66 228 Key Magento 257 Language Emails 178 layered navigation by price 86 Layered Navigation 84 License 3 Appendix VAT ID Validation M Magento Extension Key 257 Introduction 3 Managing customer records 223 Messages 60 Misspellings 246 Money Orders 166 Monitoring 243 Most Viewed Products In Dashboard 62 My Account 51 My Cart 51 52 My Wish List 51 N Newsletter 219 Queues 222 Reports 222 Templates 220 Notify Customer 65 O Operating Systems 9 Orders Cancel 64 Creating 66 228 Dashboard 61 Details 64 367 Filtering 63 Hold 64 Invoices 65 Managng 62 223 227 New 66 228 Sales 228 Sorting 64 Terminology 228 List View 44 Login 23 51 Viewing 63 64 Appendix VAT ID Validation P payment checks 166 money orders 166 Payment 153 p
218. ping methods with shipping rates during checkout Magento CE includes extensive integration with major shipping carriers for USPS DHL FedEx and UPS you can create shipment orders and print shipping labels right from the Magento CE Admin Panel See Shipping page 147 for details about shipping system integration Basic Configuration To define general shipping options 1 In the Admin Panel select System gt Configuration SALES Shipping Settings 2 In the Current Configuration Scope drop down list in the left upper left corner select the scope for which you want these configurations to apply 3 Click the Origin and Options tabs to expand the page to display the shipping options as shown in Figure 24 Shipping Saminga oun Linda Dixi a LI Hepar Mie Calorie PP Poe Cote Phi Di Sew itri Ebra hiir Lina 2 Siow LFuppsra ig kiipi TEL SFH ismim h deg d or 10 Mappe 12 uti Se Figure 24 Shipping Settings Page 4 Configure the options to match your store 5 Click Save Config to save your changes See General Shipping Settings page 147 for details about configuring shipping methods Cookie Restriction Mode Basic Configuration Magento can notify store customers about cookies that are being used by a The feature is called Cookie Restriction Mode It is aimed at helping store owners to comply with the European Union Privacy and Electronic Communications Directive and its amendment According t
219. pper right 3 In the Attribute Code field specify a unique identifier for this attribute Do not use spaces or special characters However you can use hyphens or underscores The maximum length is 30 characters In this example eco tax is the attribute code 4 n the Scope field select the level at which the values of this attribute are shared as shown in the following table The value of this attribute for a given product must be the same throughout your website Website The value of this attribute for a given product can differ on different websites however it cannot differ between store views contained under the same website Store View The value of this attribute for a given product can differ on 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 5 In the Catalog Input Type for Store Owner field select Fixed Product Tax G In the Apply To field select one of the following options o All Product Types o Selected Product Types If you select this option a dropdown list shows the product types to which you can choose to apply this attribute 7 Click Save Attribute The following figure shows the New Product Attribute for the Fixed Product Tax 170 Taxes Wow Product Atribute me EE CELILJ Attribute Code leco tax F
220. ppose you change the price of an item from 4 99 to 3 99 Magento must reindex the price change to display it on your web store Without indexing Magento would have to calculate the price of every product on the fly taking into account shopping cart price rules bundle pricing discounts tier pricing and so on Loading the price for a product would take a long time possibly resulting in cart abandonment Index Management Page The Index Management page enables you to perform actions on the various indexes that Magento maintains To access the Index Management page click System gt Index Management mi Heap JULII Figure 263 Index Management Page 323 Indexing The page is presented differently If you enabled flat catalog product options For more information see Using Flat Catalog and Product Reindexing page 27 1 The following figure shows an example of the Index Management page with the flat catalog product options enabled am Ug 2 m Ri Anim ona im 91 m mm aam oor LII ib PSRs Bes Se a MEZ CREE GE Mun EE aes i pe SS 000 ee N EE hee r s m am IDDDXEEXCXIITIITDI a Exerorem w mpr waiss itp hwist D EU dm pus as _ SSS uum ui hee p aban Maar eter Seimei 7 lier ro ris bellies rea cin m se ui Lari SSE eee c mim am Han Baas am oo Las Sass ae 0 2 a am messed m es ER DPI CED aa eee F Figure
221. price or the resulting price after a catalog price rule is applied Note The group price attribute is a system product attribute which was added for storing the group price value 2 6 Promotions Setting a Group Price for a Product To set a group price for a catalog product Log in to the Magento Admin Panel Navigate to Catalog Manage Products 96desired product The Product Information page opens On the Prices tab in the Group Price field click Add Group Price Select the target customer group and specify the price for the selected group The Website column defines the scope of the Group Price field Note For bundle products the group price is specified as a discount percentage If bundle items have their own group prices set for the same customer group then the discount specified for the whole bundle product is applied to these group prices To save your changes dick Save or Save and Continue Edit Group Price Implementation Details A group price can be specified for the following product types Simple Configurable Virtual Bundle Downloadable The list of product types for which a group price can be specified is defined in the settings of the group price product attribute The settings are available under 2 7 Promotions Catalog Attributes gt Manage Attributes group price The list of product types for which the attribute is used can be configured in the Apply To field Note For the Gr
222. promote your products These include options for presenting additional products in order to increase conversion rates and for providing various discounts and promotions The possibilities are endless Up selling Related Products and Cross selling Three types of product promotion selling options are provided in Magento CE Up sell products Related products and Cross sell products Up sell Products When a customer views a product the Up sells for this product are items that your customer could buy instead of the product that is being viewed These products may be of a better quality more expensive or more popular or produce a higher profit margin These products appear on the Product Information page Related Products Related products appear in the Product Information page in the right column Related products are meant to be purchased in addition to the item the customer is viewing Cross sell Products Products that are promoted in the shopping cart page right before checkout When a customer navigates to the shopping cart whether automatically after adding a product or otherwise these products are offered as suggestions in addition to the products already in the shopping cart They are similar to impulse buys like magazines and candy at the cash registers in grocery stores Up Sells 236 Promotions The up sell products appear in the Product Information page under the Product Description as shown in Figure 187 Thi
223. r Barres inpet Hacurnng l iang eta Rid Sheps cat Fep tisma ann he afar is arma imi Last fiom home LIII Emsi Saris ua Figure 275 Disabling automatic group change on customer level Important Note The setting does not influence the emulation of the customer group change during checkout The default value of the Disable automatic group change check box is set in the Default Value for Disable Automatic Group Changes Based on VAT ID field under System gt Configuration gt CUSTOMERS gt Customer Configuration gt Create New Account Options The configuration setting is made on the global level The default value applies to new customers and to customers whose records are available in the system when the VAT ID Validation functionality is enabled for the first time 360 Appendix VAT ID Validation VAT ID Validation in Customer Accounts in the Admin Panel When an administrator adds a new default address with a VAT ID to the account of a new or existing customer or changes the VAT ID of the existing default address the system validates the VAT ID and assigns the appropriate customer group to the customer The validation is performed after the Save or Save and Continue button is Clicked Note The system behavior is as described when the VAT ID Validation functionality is enabled and configured If you want to disable the automatic change of a customer group select the Disable automatic group change ch
224. r Item s Status to become Out of Stock field specifies that if stock quantity falls below this level then the product becomes Out of Stock The Minimum Maximum Qty Allowed in Shopping Cart fields enable you to limit availability to products that have great prices to retailers so that they are not sold to wholesale customers In the Qty Uses Decimals field select Yes to specify that customers can enter decimal quantities for this product as opposed to integers This is suitable for a product sold by the weight volume or length For example 2 35 pounds of concrete or 3 75 feet of carpeting The Backorders field enables your customers to place an order for a product that has an in stock quantity of less than O This option also enables you to notify your customers that even though there are no items of a product currently available they can still place an order You can do this by selecting the Allow Qty Below O option and the Notify Customer option You can also enable this option without notifying customers by only selecting the Allow Qty below O option The Enable Qty Increments field enables you to choose whether this product is sold in quantities other than 1 for example wine that is sold in multiples of 6 bottles If you select Yes for this option the Qty Increments field becomes visible enabling you to specify the quantity increment for this product In the Stock Availability field select the In Stock option if this p
225. r page CMS gt Polls selecting the Poll Manager option from the CMS menu To close the poll so that it no longer appears in the store change the Status field to Closed in the Poll information section To see the votes that have been tallied for each answer click the Poll Answers option in the left panel to display the number of votes in the Vote Count field as shown in Figure 249 Anmwar e mies Count Anger Tie islas Count Lapered rdg amos Cu Tbe Bed Pree Raiti 234g J Cange dacagiren T2 Compare Fiodocts hz Figure 249 Poll Results Backend 310 Managing Customer Generated Content 311 17 Monitoring and Improving the Store This chapter describes how to monitor and improve your web store by using reports search terms synonyms redirects and Google Analytics Reports This section describes some of the most important reports in Magento CE This section first provides a full description of how to generate a Sales Report and a brief description of other important reports Generating Reports Magento CE provides a variety of reports that you can access at any time To see the reports that you can generate in Magento CE from the Reports menu select a type of report and then select a specific report of that type Some report pages have filter controls that enable you to narrow the scope of the report as shown in Figure 250 Total L igieast Sapa EL e
226. rder payment action is set the funds on the customer s card are authorized If the authorization times out before you capture all payment the authorization is voided and a new authorization and capture are conducted when you create an invoice Only the amount equal to the invoice total is authorized and captured The maximum number of these authorizations for one order and the periods for which the first authorization and the order in general stay valid depend on your PayPal merchant account settings These parameters need to be specified in the Magento Admin Panel as well Capturing can be done only from the Magento Admin Panel by creating one or more invoices Situations in which using the Order transaction may be appropriate include the following Back orders in which available items are sent immediately and the remaining part of the order is sent when available this may include more than two shipments Split orders in which ordered items are sent in more than one shipment perhaps to different addresses and you want to collect a payment for each shipment Drop shipments which are shipments from other vendors for which you accept the payment Using the order payment action does not influence the checkout process for store customers 199 Payment Configuring the Payment Action for the PayPal Express Checkout To change the payment action settings for the PayPal Express Checkout payment method 1 In the Mage
227. re Seater poe E ined em hiaai nd coo eae x kii ir Erami z i ETENCE ars Lass pene i n JB Figure 83 Category Page with Layered Navigation Attributes also determine which products are displayed when a customer performs a search for a keyword System attributes define the properties that are required by the store to function properly These attributes cannot be deleted You can add as many additional attributes as desired In the Magento CE backend you can define attributes in sets Attribute sets ease the definition process so that similar products can be created with the same attributes Attribute sets enable you to assign multiple attributes to a product at one time by assigning an entire attribute set to a product If a store sells televisions shoes books and power tools then four attribute sets could be defined one specific to televisions one for shoes and so on When a new 101 Setting Up Your Catalog power tool product is added to your catalog you can simply select the Power Tool attribute set to add the relevant attributes to this product You should first define attributes then define attribute sets and assign the relevant attributes to the attribute sets as described in this section Creating Attributes Attributes must be defined before defining attribute sets and products Note Only attribute sets can be assigned to a product not individual attributes To
228. rea types for list prices you use the Price type Note that not all types can be used for layered navigation 108 Setting Up Your Catalog If this attribute has a default value specify it in the Default Value field If the value of the attribute must be unique for each product for example a SKU number select Yes for Unique Value If the value of the attribute cannot be blank for any product select Yes for Values Required 104 Setting Up Your Catalog 9 n the Input Validation for Store Owner field select the type of validation that should be enforced on values of this attribute For example if the values of this attribute will be email addresses select Email to cause the system to check each entered value of this attribute against the rules for valid email addresses 10 If this attribute will apply only to certain Magento CE product types select Selected Product Types for Apply To In the list that appears select one or more product types for this attribute use Ctrlv click to select multiple items 11 For Use in Quick Search and Use in Advanced Search select Yes to enable the quick search and advanced search tools to search this attribute s values 12 For Comparable on Front end select Yes to have this attribute appear in the compare window when products are compared 13 The Use in Layered Navigation field defines whether the attribute is used in layered navigation The following options are av
229. res 1 Click the HTML Head heading to expand the field set as shown in Figure 17 17 Basic Configuration 18 Page LE DT Tias E No Faith tan ec mesa nt s biem E irm CD Mun DF ASK AF EV Vu Bi DSL ne Rad Ki ei Mura Dein Fn bazary 9 TTia 1 pre vem Tm Pls TRE VEM Tis Suda gu vene Datsun dca Drita Dingen PETUBE WET Dama aacra Magarzn paan E COITITAECN mon arma I TED fine FOLLOW m mue art lbgrad gres Eus mt EN 2 Tes adi op chee Pr ror un Drie Inr repr TM Dekphas Dara Sore techs TO E DUM rar IL Ld I Perrier imam Whalers Paget Figure 17 HTML Head Field Set Basic Configuration 2 Click the Browse button and select an icon file on your local computer to use as a favicon This small icon appears in the address bar of your customers browsers 3 In the Default Title field specify the page title to be displayed in browsers for those pages that do not have their own title This information is also used to improve search engine visibility and performance 4 nthe Title Prefix and Title Suffix fields specify a prefix and a suffix to be appended to the pages of your web store that have their own title such as a prefix of My Web Store 5 In the Default Description and Default Keywords fields specify words that describe your web store to be used by search engines when page specific information is not provided Keywords must be separated by commas G Optional Sele
230. roduct is in stock or select Out of Stock otherwise Websites Tab 126 Setting Up Your Catalog The Websites tab enables you to choose which websites stores and store views this product is available on Use the check boxes to make your selections To set up websites stores and store views see Setting Up Your Store Hierarchy page 127 1 Select the Websites option in the left panel to display the Websites tab as shown in Figure 104 p MSS a poma esci ae Enos RUNE cane Gd dcm UE RAD NER lem Riad CRIME E HOP REIR RI GR Ri E Mijin Wn Figure 104 Websites Tab 2 f your store has more than one website store or store view you must assign the product to the appropriate website in order to make it available in this website Note Sample Data contains three store views If you want to create a product in the Sample Data environment you must select the Main Website option when creating a product Categories Tab The Categories tab enables you to assign this product to one or more categories 1 Select the Categories option in the left panel to display the Categories tab as shown in Figure 105 Figure 105 Categories Tab 127 Setting Up Your Catalog 2 Specify the categories to which this product belongs by selecting the appropriate check boxes Note You can assign a product to more than one category Note You can also assign products to a category while editing the category Related Products Cross S
231. roduct page in the backend Magento CE comes with six attribute groups by default General Prices Meta Information Images Recurring Profiles Design and Gift Options They contain the various system attributes System attributes cannot be removed from an attribute set however they can be moved to other attribute groups Therefore you can remove an attribute group as long as there are no system attributes within it The order of both the attribute groups and the attributes can be changed by selecting and dragging them This affects the order of tabs and attributes on the product page in the backend respectively You can also create a new attribute group to which you can move system attributes or associate simple attributes Groups Q Add New Delete Selected Group Double click on a group to rename it cL General E name model Eg sku Ej weight manufacturer Cg status Cgtax class id gj url key CQ visibility tuit message available tgjnews from date tgnews to date mi Prices aL Meta Information mi Descriptions aL Images 1 Cell Phone Attributes i Design Figure 92 Attribute Groups 110 Setting Up Your Catalog To create a new attribute group Click Add New in the Groups area to display a popup window asking for the group name 2 Specify the name of the new group and click OK 3 Click and drag attributes from the Unassigned Attributes area into the newly created group to assign them to this group 4
232. rs marked as complete have fully been invoiced and have shipped Canceled The order can be of this status if the customer calls your web store and asks to cancel an order if the order has not been paid for The store administrator can create custom order statuses assign them to order states and set default status values for order states Product type Magento CE classifies products as one of several predefined product types Simple Product Virtual Product Downloadable Product Grouped Product Configurable Product Bundle Product Related product Related products are offered to the customer for purchase in addition to the item that the customer is viewing Scope Scope describes the extent of your store hierarchy to which a given setting is effective A setting can have a scope of Global all websites stores and store views Website the selected website and all stores and store views under it Store the selected store and all store views under it and Store View the selected store view Some settings that are set at a higher level can be overridden at a lower level 9 game Introducing Magento Community Edition 10 Search Engine Optimization SEO The set of techniques and strategies that ensure that your site is listed prominently in search engine results thereby increasing the likelihood that customers will find your site Simple product This is the most basic product type It is suitable for all kinds of
233. s Figure 12 Backend Login Page 2 Log in using the user name and password that you created during the installation process 3 Click the Login button to display the administration panel as shown in Figure 13 Basic Configuration 13 M a ge ne Ads diim hesap tereanga bass e eet oum ume rau Sg OU is mach 2 ree oed cwm secum TERRE is Si UNSERE ST Puahboacr miei DEG dei ab Them mee a inh maring ee LUE i om acca Bam bum Ll si imam uum irm EDI eT uml bem bM bris Aum oi bree Bio Pomel e y Pei ribi 2 10 50 35 00 1050 L faery LL hen erase i cs ae Figure 13 Magento CE Backend 4 After you log in the Magento messages that you have not yet read are displayed such as the one shown in Figure 14 Magento Preview Version CE 1 6 0 0 beta1 is now available NOTICE Figure 14 Incoming Message Notice 14 Basic Configuration Additionally information about other messages is shown in a bar just under the menu see Figure 15 See Managing Administrator Messages page 60 for more information about managing these messages Figure 15 Message Bar Store Hierarchy Among the first things you will want to do is plan your store hierarchy that is the arrangement of websites stores and store views When Magento CE is installed a Main Website a default store and a default store view are created You will want to create additional websites stores and store views dependin
234. s qo B kx uei ume mom cmm DG DE ie AN E ITE PM 2 Ll gh i r omo aus oe oom tom LEa lam i dam ii F 7 om am zam mam m i ham e Y r oe o famm lt O r am ome SS aer em pE busa M F H mica SED DUS de EE ae ss ne ee Gu D r eo per ci aa lead aw Vin min kt Baecebem o 4 ic r w mm amn warm emm umm en mamo nri BEE d hee RarSmimm i F n m E l a aasman rnm a es os am Pii e F TH kic C5 ee ae a al ae rn aes r PP bese ET LU fee ie ri bem aims fee tees i Fr ii a a imam i i lt _ lt op mr 3 Figure 93 Manage Products Page Figure 94 New Product Page Product Wizard First Page The New Product page is the first page of a product definition wizard that walks you through the process of defining a product In the Attribute Set field select the attribute set that contains the attributes that best describe this product See Managing Product Attributes page 88 for a description of how to define attributes 113 Setting Up Your Catalog 2 Inthe Product Type field choose the type of product you want to create 3 Click Continue to display the General tab as shown in Figure 95 This tab may look different depending on the product type that you choose Free ertet Pn rdiet Can SOS SS Figure 95 General Tab General Tab Fill in all the man
235. s Usage Report page opens 2 In the Show Report For field select the scope configure report filters In the Shopping Cart Price Rule field select Specified and select the desired rule s 3 Click Show Report in the upper right corner of the page Special Prices Special prices enable you to define a discounted price for a product for a specified period of time To define Special Price 1 In the Admin Panel select Catalog Manage Products to display the list of products 2 Click the Edit link on the right side of the relevant product s row 3 Click the Prices tab in the left navigation panel 259 Promotions Pam lhe a purse ae Fe leas Lee Lae Pejam jogi jrit s si T Peg mama Tanin ee ee sep dee Demir Peo Pal Sooo Pore Fears Dan Passa Fes fa fae Fart ae 7 ELI amp E m hraci meians ha Mcrae Lj ml Loss Pairs eil apph MAP Tags nomas Pere Garters eggs Sees ae mum Figure 208 Prices Options In the Special Price field enter the special price Optionally set Special Price From To Date If you leave these fields blank the special price is applied immediately and applies until removed on the same page Click Save The special price is shown on the frontend as shown in Figure 209 Microsoft Wireless Optical Mouse 5000 Regular Price 59 99 Special Price 49 99 Add t art Add to Wishlist Add to Compare Promotions Figure 209 Special Price Frontend Tier Pricing
236. s category page is an anchor Anchors are used for the layered navigation in Magento CE as described in Layered Navigation page 84 o f you set the category to be an anchor for Layered Navigation then your web store displays the subcategories of this category in the SHOP BY panel on the left This area also shows a linked list of the filterable attributes of the products in this category and its subcategories o Figure 78 shows the SHOP BY panel for the Apparel category which is set as an anchor Setting Up Your Catalog SHOP BY SHOPPING OPTIONS CATEGORY Shirts 4 Shoes 7 Hoodies 1 Figure 78 Anchored Category 3 For Available Product Listing Sort By specify the attributes by which the customer can sort the list of products in this category By default all available attributes can be used for sorting dear the Use All Available Attributes check box to modify the list 4 For Default Product Listing Sort By select the attribute by which the product list is sorted by default This is set in the catalog configuration see Setting Up Catalog Defaults page 70 but you can clear the Use Config Settings check box to select a default sorting attribute for this particular category 5 For Layered Navigation Price Step specify the size of the price range to be used when calculating the price buckets for the Layered Navigation This is set in the catalog configuration but you can clear the Use Config Sett
237. s example presents a more expensive keyboard and other products as up sells to the less expensive keyboard Microsoft Natural Ergamamiz Keyboard 4000 fe Tu trl iG ees amp Desekeel Ir de eren pong prestan Morse bol LUE d iz Lame Quick Diria The met timite argonomar krpenan n Pos masses Tia jugi mide a qieal ded Ter Fs MESSEPC R abor Briere repo and Dobis cirk pon above imagE fo ware fell picie CO ot Preauet Description Tn met CCRT ergoncmir aire dar an e mass We iust m s d gredi ded Tore Fui MipIpEOR Mairi repeater bowery Kos wis krie von ri Garg Ib Kew HE Thur farmi eee h works Exil daibng ir sl trgon tnit Eryvgdras aures natsral wriss agreed Vul es rk your adn Suit ent fuia ayeri Tou be partir wnal ci cme 18 mpsnar Lisa puth ad ogee damer and meshing E emal Tra Mirzzics Hutu Model EDD nego deere az AUS an mprperd pompis pasd with egre to searh Symb such bt ang eh wed dign are beth spare places sl abore Re nunber pad Lairy accedg E Pus Iris Mullrmisgia krya Lorkaelg F kpa ated mach mone ris osmpplete bct of addmonadt toads below Dioatyoutuek d z terra io gp radurar Wereta Natural rgencenir Model 4DDO Faai Aadasie nghi are fe Da beri prial Yeu may 3i45 ba interested in tha faibewing praduztis w B s Logitech dileum Computer Gaming Computer Edge Hevhowed Herre ia su Hame 1 o9 ge AZ Ta arr ae X ai ies Figure 18JpSell Products To add Up sells to a product 23
238. s feature is convenient if you have existing customer information in another system and you want to bring it into Magento CE 288 In order to import a CSV file into Magento CE it must have certain characteristics Specifically each column heading must exactly match the Attribute Code for the attribute in that column An easy way to get the correct column headings is to export the existing Magento CE customer data to a CSV file then add or update the information to the CSV file before re importing it into Magento CE Exporting Customer Data To export customer information In the Admin Panel select System gt Import Export Export Select Customers from the Entity Type drop down list The system generates a list of entity attributes that are relevant to your customers By default all attributes are exported to the CSV file In the Entity Attributes list select the Skip check box for any attributes that you want to exclude from the CSV file By default all records are exported to the CSV file Use the controls in the Filter column to limit the records that are exported Click Continue to export your selected product information to a CSV file Open the saved file in your favorite spreadsheet application and edit as needed Managing Orders and Customers Importing Customer Data With the Import feature you can upload a file that contains the records for as many customers as you warnt To import a customer CSV file
239. s their products if you want to offer guest checkout or quick checkout methods such as PayPal Express or Google Checkout This setting can be overridden at the product level Default Sample Title and Default Link Title These settings control what is displayed throughout the store when referring to samples and downloadable products links Open Links in New Window Controls whether the download page opens in a new window Use Content Disposition Controls whether the content is opened in a browser window or downloaded Disable Guest Checkout if Cart Contains Downloadable Items This setting disables the Guest Checkout option only if there are downloadable items in a cart and leaves it enabled if a customer is purchasing other products If you set this option to Yes be sure to set the Shareable option to Yes as well A Setting Up Your Catalog Date and Time Custom Options The options in this section control how dates and times are displayed in your store Use JavaScript Calendar Enables your store to present a JavaScript powered calendar date picker in any field that requires the customer to select a date When this option is set to No then drop down lists are provided to select the date and time Date Fields Order and Time Format Select the order in which the day month and year values are presented in the format xx yy zz and select a 12 hour a m p m or 24 hour time format These fields are importa
240. 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 Only attribute sets not individual attributes can be assigned to a product If you want to add a small number of attributes you can add them to the Default set but if you want to add attributes that wil be applied only to a subset of products it is advisable to create an attribute set for each set of attributes that you want to assign to products An attribute set can inherit attributes from another attribute set This feature saves you from redefining sets of attributes that apply to many different products 107 Setting Up Your Catalog To create a new attribute set In the Admin Panel select Catalog gt Attributes gt Manage Attribute Sets A list of existing attribute sets is displayed as shown in Figure 89 LIE eal Figure 89 Manage Attribute Sets Page Note Figure 89 shows the attribute sets that are provided in Magento s Sample Data Note The Default attribute set is composed mostly of system attributes This attribute set is typically inherited by all other attribute sets Click the Add New Set button to display the Add New Attribute Set page Figure 90 LET EE oa Figure 90 Add New Attribute Set Page In the Name field specify the name of this attribute set This name is
241. shown in Figure 19 5 Click Save Config to save your changes Footer Field Set The options in the Footer field set define what is displayed at the bottom of each web page in your store To define the footer of your web store pages 1 Select the Footer option to expand the page to display the footer options as shown in Figure 20 Basic Configuration d kmp IHH liegen Carms Sizes sd Rapt Hasarcad Figure 20 Footer Field Set 2 n the Copyright field specify your web store s copyright information 3 In the Miscellaneous HTML field specify the custom HTML code to be added to the end of the page code that is generated by Magento CE This area is usually used for adding tracking scripts that track your customers activity on the site 4 Click Save Config to save your changes Store Contacts Configuration This section describes how to configure store email addresses that are used for internal and external email communications and the Contact Us feature Web Store Emails The Store Email Address page of the system configuration enables you to specify email addresses and contact names to be used when sending email to customers 21 Basic Configuration upon registration and at all steps of the order lifecycle These email address are also used for sending error reports to the store administrator To define web store email addresses In the Admin panel select System gt Configuration gt GENERAL Store Email Ad
242. site page b In the Name field specify a name for this website Typically this will be the sites domain name for example somecompany com c n the Code field specify a code name that the Apache Web server will use to point to the domain name for example somecompany com d Optional In the Sort Order field specify an integer number to determine where this website is listed in scope selection drop down lists in the backend A specification of 1 places this website at the top of the list 2 places it second and so on e Click Save Website 3 To create a new store a From the Manage Stores page click Create Store to open the New Store page 151 In the Website drop down list select the website that will be the parent of this store In the Name field specify a name for this store In the Root category drop down list select the root category for this store A root category can be assigned to more than one store or to stores in different websites Click Save Store To create a new store view From the Manage Stores page click Create Store View to open the New Store View page Setting Up Your Store Hierarchy In the Store drop down list select the store that is associated with this store view In the Name field specify a name for this store view for example French In the Code field specify a code for this store view for example somecompany fr In the Status drop down list select whether this store vie
243. t level becomes available with the Apply MAP Display Actual Price and Manufacturer s Suggested Retail Price fields See Figure 214 Figg CEEI puspi Com tI Tiar Price Varta Corker ieee Ay Prie Brip paga Price dac prim 5eacial Price From Data E Bi 5oeda Pras To Date m Lima Bp preduct acad asp Eur purchase Tas Lm wan Googie Chaciodl pel MaF Un conii tmr Ceri biil a Lig coriis tace Vantaa Supgesied Rated welt rw pus Figure 214 MAP settings on product level Promotions When MAP is applied globally all prices on the frontend are hidden the Click for price links appear instead If you specify the Manufacturer s Suggested Retail Price MSRP it wil appear crossed out See Figure 215 4s Lites panda toy Luddie boar tiw Teddy bear tor Exc Tar EZ5 00 EXER Tec pri g sca lor price nd Tax 25 00 ADO TO CART anm r CANT ADD TO CART Figure 215 MAP is applied for the Cuddle bear toy and Teddy bear toy products For the Teddy bear toy the MSRP is specified and it appears crossed out The way the actual price is displayed depends on the Display Actual Price setting The following options are available On Gesture default value Clicking the Click for price link opens a pop up window containing the actual price and the information message The actual price is shown on the last steps of the ordering process as well See Figure 216 266 Promotions edile Dear bow T
244. tches of discount coupon codes can be generated and managed on the Manage Coupon Codes tab of the Shopping Cart Price Rule page Promotions Shopping Cart Price Rules 96your rule To make the tab appear in the Coupon field select Specific Coupon select the Use Auto Generation check box and click Save and Continue Edit See Figure 206 255 Promotions a Sart Persis Bike dh Edd Gite iihi LE epo t Ct a p E Bin Lig Lat Lana Kees fie aca is Tenas tip apes Lite et ie biki yet ee Spel Paper FI dalo Le U opu me aed amn Fu uu pe cmd e bm s acra chem coser ca gered em rapar ori er cem ctam ium aare de noel pmi mee um fbi ma Figure 206 The Shopping Cart Price Rule page Enabling the autogeneration of coupon codes The default settings for the format of auto generated coupon codes are configured under System Configuration gt Promotions gt Auto Generated Specific Coupon Codes For detailed description of the auto generation of coupon codes see Auto Generating Exporting and Managing Coupon Codes page 205 Configuring Coupon Codes Auto Generation Settings You can set the default requirements for the coupon code format under System gt Configuration Promotions gt Auto Generated Specific Coupon Codes The following settings are available for configuring Code Length Defines a coupon code length excluding prefix suffix and separators 206 Promotions Co
245. the Facebook Open Graph 2 0 extension implies the following restrictions and requirements Please note that the App Namespace value which you set on the first step of the app creation will be used in Magento configuration In the left column select Settings gt Basic Under the Select how your app integrates with Facebook heading select Website In the Site URL field enter your store address See Figure 177 Important Note Your website and store should have one domain name Design and Content Alex app Jin Ik 21 7HDER aT pelo e pre Ll Fri meii R Ls Beg cdi Bein dep ip or as zm ating amr m Dom M pee Come mi mn Bam inn T emm a duni Bai XLI lari Dhe x Time pac ctm i ES ee Dimi Senos ee ee k naa hiing maa me E DEL E m eg UNT Tus res Rd Se OD rdg ub p md aw Reed Dus e bores nz xg egies ak fr LII xl TET e Ll LLLI LED T Anl Pope nih omnee er ak mo arion Danh em omn tee Pn Figure 177 Website settings on Facebook Developers For Action Types in the Advanced settings in the Graph API URL field enter own want or other action you want to be associated with a social networking button on your product pages This title is for internal use See Figure 178 Design and Content iring Apps x com Int Open Graph Action Type Own Vues ara dang Sen Um Eni F apea T fmm ba am s rt iry ed fo mhac ST UP SAF CR ee Le i e Cetti npa Mi e eg co rp T Team eem L
246. the entire product is shipped Bundle Items Bundled Items appear in the store as a list of available options You can add a new option using the Add New Option button For each option you can configure its title input type single and multiple selection fields are available whether the field is mandatory for example it can be True for a computer processor and False for an additional battery of a laptop computer and its position on the page Setting Up Your Catalog fes ah LOren Ca A L ae e aia Corm amm ese HE HM sam iuum aeea dT Mob Tee 7 aam Sl LE LI Figure 116 Bundle Items Tab After you add options you can specify individual values for each option Click the Add Selection button to open a selection area as shown in Figure 1 17 s Ghee Veem oe pe ee T at io HTC Iert Demsa LLLI UIDES Lemos 3 LIE b ry dras pap eee c Lia p Legim T mf no pds ad Tee Lam ages a anie Beers remm eed ROS Rid Fi E EF Fili iP peus TTT 7 Omma C miden in una O IF Geers Mepa LOD intor Tr T Lena gn mj 4 bsp HoH HD leer iepr Dun eel iis ddl en DUC ages ssa as oc I taria T Lue Figure 117 Adding Products to a Bundle You can select any product that you want using the check boxes Click the Add Selected Product s to Option button to confirm the assignment For each selection you can then define the following options Default Qty Specifies the default quantity shown in the product view page
247. the five categories on the Magento CE demo store and the subcategories under Electronics Cell Phones Cameras and Computers Furniture Apparel Music Ebooks Cell Phones ee i Accessories Cameras Computers Digital Cameras Figure 27 Categories and Subcategories A category or a subcategory can each have a product list or show a landing page that features some products Figure 28 shows a category that has products E PERI ai eme Me SF 7 E rq L dee D pa a irm Lg imm omm w od i i E Li EL sE Mali hil E tama hais t 3 hw Gei Up Rain bel Tar ar Bi Er Grip hihira Baod Loven ser fi dieere LEL Estes La m aie C alin E ran a III sas at 2 mi FTPR ib inn i Apri ca ee 4 L Figure 28 Category Page with Products Introducing the Frontend Filtering the Display of Products Typically the first step of a customer when browsing through the web store may be to select the category or subcategory of the products of interest The customer can then filter the products in that category according to the various attributes of these products The SHOP BY area on the left side of the frontend page provides a variety of product attributes that can be used to access the products in that category The attributes in a category appear in groups each with its own title In the frontend page shown above the groups that appear are PRICE which shows ranges of prices COLOR MANUFACTURER and SHOE TYPE N
248. this order Creating New Orders You may want to create an order using the backend for example when an order is received over the phone Tip Typically orders are placed by customers in the frontend In addition you can create orders in the backend This enables you to take orders by phone mail or fax and then enter them into your web store to be managed and tracked This feature is useful for call center operators to take orders directly from your customers The ordering process in the backend is not much different from the one your customers experience The backend provides all the same functions that your customers have when creating an order from your web store including the ability to move products between the shopping cart and wishlist It also enables you to give customers special prices and discounts To create a new order from the backend Select Sales Orders 2 Click the Create New Order button on the top right A full description of this procedure is provided in Managing Orders page 227 Managing Ratings and Reviews Rating and review functionality is provided by Magento CE to enable customers and web store owners to submit their opinions feedback and comments about 7i Introducing the Backend products Product reviews and ratings can also be added using the backend To access the ratings and reviews management features select Catalog gt Reviews and Ratings For more information about ratings a
249. thods Selecting the File option clicking the Browse button and then clicking the Upload Files button This will upload the file from your local computer to the server 132 Setting Up Your Catalog o Selecting the URL option specifying the link to a file that is already on a server in a different location and clicking the Upload Files button Samples that you put in the Samples section appear in the store as shown in Figure 113 Product Cateriptinn Ebaok Pivot Table in Excal bua Spaced Paice 15 kanpe Quick renia CRS Figure 113 Downloadable Product Sample The Links section contains the actual products that can be purchased along with possible samples for them o The Links can be purchased separately option controls whether each of the downloadable products can be purchased by itself or not This feature enables for example the tracks of a music CD product to be purchased separately If you set this option to Yes then you must input the price for each of the downloadable items o Each of the items also has two options controlling its behavior The Max Downloads option controls how many times after purchase a product can be downloaded by the customer The Shareable option controls whether after each purchase of the product the downloadable item is available for download without logging in or if it requires 133 Setting Up Your Catalog logging in If the Shareable option is
250. tion field and select the Price option under Product Attributes from the drop down list 11 Click on the is link and select equals or greater than from the comparison operator drop down list 12 Enter the value 20 00 in the value field on the right to create the second Condition as shown in Figure 199 246 Promotions Los deer hia X E NE I rar VALL Hiere condos ses TRUE Sel e ono Df Cod sm Oc nee r Smacu x Fre guae qu grosber Than 20 c Figure 199 Two Conditions Specified Defining the Catalog Price Rule Actions Now that the conditions have been defined that trigger this rule we must define the actions to be taken when the conditions are met The following defines that the price is discounted by 10 To define Catalog Price Rule Actions 1 Select the Actions option in the panel on the left to display the page shown in Figure 200 lipia pines use the olii indi Ts Jer antes rg Percentage of ie anginal eric Ej Diproust amounl TT Bisp fores rud Lu zl prec hig Figure 200 Specifying Actions 2 The Apply drop down list enables you to define whether the discount that is specified in the Discount amount field is a percentage or a fixed amount of the price of this product It also enables you to define whether the discount amount is subtracted from the original price By or whether the Discount amount field actually defines the final price To For our example in the Apply field select By Percentage o
251. tly Viewed page 45 The configuration section enables you to specify how many products are shown by default in each list prj ic retra w Figure 71 Recently Viewed Compared Products Settings Price The Price section contains only the Catalog Price Scope drop down list in which you can select the scope of the base currency Global or Website Layered Navigation Setting Up Your Catalog The Layered Navigation section enables you to choose whether the price ranges that are displayed in the layered navigation tool are calculated automatically or manually If you select Manual the Default Price Navigation Step field becomes visible enabling you to specify the default size of the price ranges Category Top Navigation The Category Top Navigation section enables you to define how many levels of subcategories are displayed by clicking on a category in the top navigation bar on the frontend Setting this value to O zero enables all levels to be displayed If you have a large number of subcategory levels this can potentially make it difficult for the user to navigate Search Engine Optimizations In order to make your site more search engine friendly configure the following eran CA regener Cried orton A BHi Se Hi Enas F a a Eyton L R pra Cac rk Li mapa LA Ft re ee Usa Cate genes Fait for Proded Tus E Lumix 7 gw Parmanart wefeci i Yeh rJ 1LETLA HL ey iam Pape Bw pores Line Cansr c Law bra
252. to System Tools Backups 2 The Backups page opens where all previously created backups are listed in a grid For the desired backup click the Rollback link in the Action column Note that all changes made since the backup creation will be lost after the rollback 321 3 Confirm roling back specify your Magento Admin Panel account password and choose whether you want to put your store into the maintenance mode for the time of rolling back When restoring file system or database and media files you can choose to use the FTP connection 4 After the rollback you are redirected to the login page to log in to the Admin Panel 5 Refresh cache types and rebuild required indexes This can be done under System Cache Management and System gt Index Management respectively Important note Use the Rollback functionality with caution Ccustomers who are in the process of checking out when you start the rollback may not be able to complete the checkout 322 19 Indexing Indexing is how Magento transforms data such as products categories and so on to improve the performance of your web store As data changes the transformed data must be updated or reindexed Magento has very sophisticated architecture that stores merchant data including catalog data prices users stores and so on in many database tables To optimize storefront performance Magento accumulates data into special tables using indexers For example su
253. to account the customer s shipping address the Default Tax Destination Calculation address will be used for tax calculation to be displayed to the customer Important Note If the Tax Calculation Based On is set to Shipping Address then Magento will use billing address for VAT calculation if a customer only buys downloadable and or virtual products Group for Valid VAT ID Domestic Choose a customer group which is automatically assigned to customers coming from your country and whose VAT ID is valid See Configuring Additional Settings for the VAT ID Validation Feature page283 for details about setting your location country Group for Valid VAT ID Intra Union Choose a customer group which is automatically assigned to customers coming from EU countries other than yours and whose VAT IDs are valid See Configuring Additional Settings for the VAT ID Validation Feature page 283 for details about where your location country is set Group for Invalid VAT ID Choose a customer group which is automatically assigned to customers whose VAD ID is invalid Appendix VAT ID Validation Validation Error Group Choose a customer group which is automatically assigned to customers for whom the VAT ID validation failed Validate on Each Transaction Choose whether VAT ID validation will be performed each time during order creation even if a previously saved customer address with validated VAT ID is used The option applies t
254. tomer Online Rates Apart from static options such as flat rates and table rates Magento CE also offers dynamic retrieval of rates from various shipping providers Shipping Note Most shipping providers require that you open an account with them Consult your shipping provider for details on how to obtain API credentials To enable and configure these shipping methods expand the appropriate tabs UPS USPS FedEx or DHL and configure the settings The configuration of this method is similar to the configuration of a Flat Rate as described above The exact options depend on the service provider contact the provider for more information For example UPS rates can appear in your web store as shown in Figure 154 Fi CHEC Kcu Keer 5 Listas Bg hiirem inma Lake Pirihi ter a Figure 154 UPS Shipping Options 183 Offering Free Shipping Tip Free shipping per product can be defined as a shopping cart price rule See Promotions page 189 for more information This option enables you to set up free shipping that is valid only when a customer provides the appropriate discount code To define free shipping 1 Select System gt Configuration Shipping Methods 2 Expand the Free Shipping section to enable free shipping with optional minimum order amount as shown in Figure 155 150 Shipping 3 4 Enamad Tita aed name bbrmmum ait nite Deck Lip Der Le ice Shop Io mpri trem Sep
255. tomer s place of establishment http ec europa eu taxation customs taxation vat how vat works vat o n servi ces index en htm So if you sell downloadable or virtual products which do not require shipping the VAT rate of a customer s location country should be applied for both intra union and domestic sales 350 It means that you additionally need to create individual tax rules for a product tax class corresponding to the downloadable and virtual product types The following table contains the minimal list of tax rules which must be created to use the VAT ID Validation functionality A class for domestic customers A class for products of all VAT rate of the types except bundle and merchant s country A class for customers with virtual invalid VAT ID A class for customers for whom VAT ID validation failed A class for intra union A class for products of all VAT rates for all EU customers types except countries except downloadable and merchant s country Currently this rate is 076 virtual 3 required only A dass for domestic customers A class for downloadable VAT rate of the if you sell and virtual product types merchant s country A class for customers with products of bunde or viwa Pee YATE type A class for customers for whom VAT ID validation failed 351 Appendix VAT ID Validation 4 required only A class for intra union A class for downloadable VAT rates for all EU if y
256. toring and Improving the Web Store LEniacia Tes Acceuni number ce Figure 254 Google Analytics Options 3 In the Enable field select Yes 318 4 In the Account number field specify the Google Analytics account number that you wrote down when you signed up for the service Tip Magento supports native integration with Google Website Optimizer which is another free service from Google that enables you to test different versions of page elements and to select the elements that provide the best conversion rates 319 18 Keeping Your Store Healthy Now that you have your own web store running and are selling products do not forget to keep it in good condition Make sure that your hosting provider performs regular file and database backups Backups and Rollbacks Magento CE enables you to perform different types of backups backup of database file system or both and to perform rollbacks automatically Backup and Rollback Quick Reference The main tasks related to creating backups and restoring the system are performed in the Magento Admin Panel under System gt Tools Backups Files are compressed using the gz and tgz formats Backup files are stored in the var backups directory in your Magento file system The content of the var cache var log var session and var report folders is excluded from the backup Creating and Managing Backups To create a backup Log in to the Magento Admin Panel Navig
257. ups for System gt Configuration gt CUSTOMERS Store view customers from your country and Customer Configuration gt Create New from other EU countries Account Options o Set your country and VAT ID System gt Configuration gt GENERAL gt General Store view gt Store Information o Modify Magento list of EU System gt Configuration gt GENERAL gt General Global countries gt Countries Options o Edit the VAT Number customer Customers gt Attributes gt Manage Customer Global address attribute Address Attributes o Create tax rates and tax rules for Sales gt Tax domestic intra EU and other VAT related customer groups For assigning groups to customers the default customer s address billing or shipping for tax calculation is used the setting is configured under System gt Configuration CUSTOMERS gt Customer Configuration gt Create New Account Options Tax Calculation Based On If the VAT ID Validation feature is enabled you can still choose not to apply it for a certain customer by selecting the correspondent check box on the Customer Information page under Customers Manage Customers Configuring VAT ID Validation Configuring the VAT ID Validation includes these steps Creating VAT related customer groups Creating tax classes tax rates and tax rules Configuring the VAT ID Validation settings Setting your VAT ID and location country Modifying the list of EU member countries used by Magento This step is
258. ure 183 fij Magento EE m Enp a AIID Ji g agh A Oem Dando Ex as miei mn Vd d mci c s 1o ol Ss mni mor mimi e r ae m Gumi ES URGES paa ki dc maio eed ug mm bom e M mur com um umm m arm n ar mmur immi cum X He sm rid iiw nang mr am m en nd Figure 183 Product page for a customer who is not logged in to Facebook Design and Content Customer is 2 logged in to Facebook but none of the customer s friends wants or owns the product See Figure 184 ANLE REL EE EG os UoE GGW e jl Magen Enn Ur ee ee P Leva Idegicmrine amp X20 27 3 cf An Una Desiion PC Li E C Due ipm m a Wool m gt CIS Caen aries marsa m Bii AF na Batian E ai i mi mim mie pe ls Tia eg oi Tap amem Ss ep Rezs7 ey ee AD RUNGET UR mes ELI er Ug aat ee TN GR rap um sm cum nenns Le A bar ua ir Las ctm mn en mim ima iets gid Ge a oo om a mes m ommum I EYS dme be ee es e e ee ee Figure 184 Product page a customer who is logged in to Design and Content Custorner is Facebook but none of his or her friends wants or owns the product 3 logged in to Facebook but he or she has not performed any action with the app yet See Figure 185 231 Design and Content Customer is TL Magento asn es mamas ee ee Li m TRHA AH T nz meam m LT MARC oa us rms wan wmm ssa u
259. used only in the backend 108 Setting Up Your Catalog 4 n the Based On field select another attribute set from which this attribute set is to inherit This enables you to reuse the attributes that are already defined in a set to build other attribute sets The simple option is to leave the Default option that appears in this field Click Save Attribute Set to display the Edit Attribute Set page Figure 91 C mapas tma Figure 91 Edit Attribute Set Note System attributes are indicated by an icon with an orange dot The top left of the page shows the name of the attribute set that you are defining The center of the page shows a hierarchical tree representing groups of attributes An attribute group is a logical grouping of attributes within an attribute set See Creating a New Attribute Group page 94 for a description of how to define attribute groups The right side of the page shows a list of attributes defined in other attribute sets and not assigned to this attribute set 5 Assign attributes to this attribute set by dragging them from the Unassigned Attributes area on the right into a group in the tree in the Groups area Creating a New Attribute Group The center of the Edit Attribute Set page shows a hierarchical tree representing groups of attributes Setting Up Your Catalog Attribute groups can be thought of as folders that contain attributes Each group corresponds to a different tab on the p
260. ute is shown in Figure 1 1 1 andar Weng Figure 111 Custom Attribute Fil in the attributes that appear in this page according to the definitions that are specified in the attribute set Some of these attributes may be mandatory and each may be one of a variety of types according to the definitions of the attribute set Custom Options Tab This page enables you to easily create product variants or products that can accept customer input such as custom imprints or gifts See Creating Variations of a Product page 121 for more information on this topic 131 Setting Up Your Catalog Product Type Dependent Configuration Pages Depending upon the product type additional configuration tabs may be available The following provides a quick review of these types of pages Downloadable Products Downloadable Information Tab The Downloadable Information tab enables you to specify options for a downloadable product Tis lament wu CTs EH os ES ical i m Figure 112 Downloadable Information Tab This page contains two sections The Samples section enables you to display a sample of the downloadable product on the product s information page For example this can be a short sample of a music file a few pages of an eBook or a trial version of a software application You can provide as many samples as you require by clicking the Add New Row button and filing out the fields You can add files using either of two me
261. ver Hoodie The Only Children Paisley T Shirt S Figure 35 Compare Products Area The Compare Products page is then displayed in a pop up window as shown in Figure 36 Introducing the Frontend Compare Products Yu BER IS Mi tenant Mantes Tee Gel ee Bed Cantu perm Barmi Hos lw msn art Deeps ta pa Arar pared Pri on AEri an App dre Gar fie i Cae Spee Dueb bol Copies Tasc Fai Hee cum T usar cre refed os imera ions Cae thi 2417 Ctr Pesia Fui Dep Hbri w ite 1 pee cry Gum ib La aeg Ridder Ome Din Lee aed byin aem Toe ewe nul imm hws aS LTE Figure 36 Compare Products Page Note A row also appears for each comparable attribute defined for these products such as Color See Managing Product Attributes page 88 for more information about defining attributes Sorting Products A customer can sort the products that are displayed by selecting the relevant option in the Sort by drop down list as shown in Figure 37 Introducing the Frontend View as Grid List Sort by Name Best Value Name Anashria Womens ASICS Men s GEL CN Clogs Premier Leather Kayano XII Beach Garden Clog Sandal PS 124 99 kok eke 3 4 Addt art 15 99 Add to Wishlist Add to Wishlist Add to Wishlist Add to Compare Add to Compare Figure 37 Sort B ropdown list Grid List View By selecting the Grid or List links at the top of the page a customer can choose to view products displ
262. w is Enabled or Disabled Optional In the Sort Order field specify an integer number to determine where this store view is listed under its associated store in scope selection drop down lists in the backend A specification of 1 places this website at the top of the list 2 places it second and so on Click Save Store View Note If you are associating a separate domain with each website some modifications must be made to the web server configuration files For details see the following Magento Knowledge Base article http www magentocommerce com knowledge base entry tutorial multi sitemulti domain setup 152 10 Taxes Important No guarantee is offered with respect to any of the information given here Please contact an expert before you take any decisions about tax matters Magento CE provides a variety of options for defining taxes that can be accessed by selecting the Sales menu and then the Tax option Tax classes are used to define tax rules Tax rules are defined as a combination of a Product Class a Customer Class and a Tax Zone and Rate as described below Each type of customer can be assigned a class when you define them and each product is assigned a tax class For a description of how to define a customer see Managing Customers page 224 For a description of how to define a product see Creating a New Product page 96 Magento CE analyzes the shopping cart of each customer and calculates t
263. will see scope indicators to the right of each option These indicate the lowest level of the hierarchy at which you can set the value of these options For example the value of the Default Display Currency option may be set at the default global level but can be overridden at the store view level as indicated by the STORE VIEW indicator for that option see Figure 60 Uus Duis Ebcw gm DER Lr uus a a widest Lat ASTA DR LL SET I m Lez LITE aetna Duis ums Fin aart mim Uris kara in asrtm a ikini LIE Figure 60 Scope Indicators 61 Introducing the Backend Managing Administrator Messages When you log in to the backend any new messages are displayed in a pop up box Typically these messages are notifications of new Magento CE or extension releases You can manage these messages much like you would manage your email To display all the messages in your inbox Click the Go to messages inbox on the top right of the page The Messages Inbox page is displayed which provides standard message handling features see Figure 61 i Figure 61 Messages Inbox Page You can mark selected messages as Read so that they do not appear again when you log in You can also Remove marked messages so that they are permanently deleted Introducing the Backend Supervising Web Store Activities The Dashboard Figure 62 is the first page to be displayed by default after you log in It can also be access
264. x Zones and Rates option to display a list of the previously defined tax zones and rates Figure 139 Manage Tax Rates Page 2 Click Add New Tax Rate to display the Add New Tax Rate page as shown in Figure 140 160 Taxes d Add New Tax Rate Back IRI Save Rat Tax Identifier Los Angeles County Country United States State California Zip Postis Range Yes Range From Range To Rate Percent English French Note Leave empty to use tax identifier Figure 140 Add New Tax Rate Page 3 Setthe Tax Rate Information and optional Tax Titles options as shown in the following table Tax Identifier This is the title of the newly created tax rate Do not use spaces This identifier is not visible to customers if the alternate Tax Titles section is used Country and State Select the country and state to which the specific tax applies Country is required State becomes enabled if you specify a country that has states Zip Post is Range If you select No specify the Zip or postal code in the Zip Post Code field You can use the asterisk wildcard character in this field for example 90 means all Zio codes from 90000 through 90999 Select Yes if you want this tax applied to a specific range of Zip codes Range From Range To Specify the starting and ending Zip or postal code ranges Rate Percent Specify the tax rate Enter the tax rate as a percentage number For example enter 9 75 f
265. x is subject to an additional 96 tax calculation Exduding FPT Treat FPT as a separate row in the cart and include the value of FPT in the appropriate tax calculations Including FPT FPT is added to the base price of an item but is not included in tax rule based calculations Excluding FPT FPT description final price Item prices are shown without FPT FPT amount and with FPT included FPT is not included in tax rule based calculations FPT is taxed Excluding FPT Treat FPT as a separate row in the cart and include the value of FPT in the appropriate tax calculations Including FPT FPT is included in the price of an item and no change to tax calculations is required Excluding FPT FPT description final price Item prices are shown without FPT FPT amount and with FPT included FPT is included in tax rule based calculations Note How you set the option to Display Prices in Sales Modules and Display Prices in Emails can affect customer confidence in their orders For example if you choose to display Step 1 Enable the FPT Tax To enable FPT 1 From the Admin panel select System Configuration 2 In the Configuration panel on the left under Sales select Tax 3 Click to expand the Fixed Product Taxes section The section displays the set of options shown in the following figure Fixed Product Taxes WEBSITE WEBSITE WEBSITE WEBSITE WEBSITE WEBSITE WEBSITE
266. xed To specify that the price of this variation of the product differs from the price of the base product by a fixed monetary amount such as 1 Percentage To specify that the price of this variation of the product differs from the price of the base product by a percentage such as 1096 145 Setting Up Your Catalog 12 In the Price field specify the difference between the price of this variation of the product and the price of the base product Specify a fixed amount or a percentage according to the value that you entered in the Price Type field You can also enter negative values 13 In the SKU field specify the SKU for this variation of the product 14 If there is more than one variation then specify the order in which this option appears in the Sort Order field A value of 1 indicates that it appears first 15 Click the Save button This example product is shown in the web store as shown in Figure 128 Dolor The Rock And Ree D gtroyer LOL Cat T Thin rent c EMER g GE li Arts A dE F Ei 135 i Ey tur TS Ran kem a i Pus TOi 315 5d ch and are T3254 Bus N bur SROMD ona aes quer UH Dunia GREE BA Rien erga BS vira ul pechara Tuki Chegrvterey Praid on 4manzan Append Clarki atis 2497 Cumt Sirs Ciir massa apbon uen cdd 24 Bad M33 Figure 128 Product Variation in the Frontend In this example you can see that the price is 13 50 However if the Green color is selected then the
267. y a list of newsletter templates 2 In the Action drop down list for the relevant template select the Queue Newsletter option 3 In the Queue Date Start field specify when the newsletter will start being sent 4 n the Subscribers From field select one or more store views whose customers this newsletter will be sent to 5 Review the template and parameters and then click the Save Newsletter button to schedule sending the newsletter 282 Promotions Tip To ensure delivery of your newsletters it is recommended that you integrate your Magento CE installation with a third party newsletter provider These services are whitelisted by email service providers Look for newsletter providers in the Magento Connect website Newsletter Reports Three newsletter reports are provided in the Newsletter menu Newsletter Queue Shows the newsletter queues that have been defined and indicates their progress in sending emails Newsletter Subscribers Shows a list of customers that have subscribed to your newsletter It also enables you to unsubscribe these customers manually Newsletter Problem Reports Shows a list of errors that have occurred while sending the email This Report enables you to remove the incorrect emails from the subscribers list 288 15 Managing Orders and Customers This chapter describes how to manage customer records and how to add orders from the backend Managing Customers Viewin

Magento Community Edition v. 1.8 User Guide

Contents

Download Pdf Manuals

Related Search

Related Contents