The complete magento 2 basic course - open your online shop from A to Z

THE COMPLETE MAGENTO 2 BASIC COURSE

MAGESTORE

About the book It’s recommended for a newbie of Magento 2, or who doesn’t have enough time for a massive knowledge ​to build a Magento 2 eCommerce store​.

So in ​this book​, we will give you a proper ​Magento 2 Basic Guide​, help you install and set up a basic Magento 2 eCommerce Site as quick as possible with both detail article tutorials.

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"How to build Magento 2 Site?" Series What is Magento 2?

Magento 2 Installation on localhost via XAMPP Common Error when Installing Magento 2 on localhost Magento 2 General Configuration Magento 2 Products Magento 2 Product Categories Magento 2 Product Attributes Advanced Product Settings in Magento 2 Products Magento 2 CMS Magento 2 Sales Management Tax Rates, Payment Methods and Shipping Methods in Magento 2 Promotion in Magento 2 Magento 2 Customers Third Party Solution in Magento 2

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Copyright Author [MAGESTORE] Copyright © 2017 [magestore]

This book may be gave away for educational, business, promotional use. For more information, contact our marketing department: [ +1-606-657-0768] or [​ support@magestore.com​] While every precaution has been taken in the preparation of this book, the publisher and authors assume no responsibility for errors or omissions, or for damages resulting from the use of the information contained herein.

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About the author Magestore started up in 2009, right after Magento was launched. From our starting point to the current position in top Magento Marketing Extension Providers for , we've never changed our mission to be innovative in marketing function of extension and supportive in customer care.

We owe a huge thank to our customers and partners for their on-going companion and we hope that you'll soon take the first step with us for your thousand mile business.

Visit Magestore Website: http://www.magestore.com Visit Magetore Magento extensions: http://www.magestore.com/magento-extensions.html Visit Magetore Magento 2 extensions: http://www.magestore.com/magento-2-extensions.html

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The Complete Magento 2 Basic Course. How to Build a Magento 2 eCommerce Store?

In ​Magento 2 Tutorial​, we try as much as possible to make Magento 2 simple and friendly, however these tutorials are significant knowledge which can’t be acquired in a matter of one day or two. It’s recommended for a newbie of Magento 2, or who doesn’t have enough time for a massive knowledge ​to build a Magento 2 eCommerce store​.

So in ​this book​, we will give you a proper ​Magento 2 Basic Course​, help you install and set up a basic Magento 2 eCommerce Site as quick as possible with both detail video and article tutorials. For a total overview, you can read in the posts below:

● What is Magento 2? First step to build a Magento 2 site​. ● List of “Magento 2 Basic Guide” posts​.

Prepare Host and Domain

To make a live site, you must prepare Host and Domain for your site. However if you skip using Host and Domain, you can still be able to create a Magento 2 Site. We suggest to ​build Magento 2 eCommerce site first​, then prepare the host and domain for your site later. We will give you full instructions about these things in a near future:

● What is Domain? How to get Domain for Magento 2? ● What is Host? Why you need Magento 2 Hosting?

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Okay, let’s head to Magento 2 installation. Read the content below.

Install Magento 2 site

Normally, for a quick test, or in case you want to research more about Host and Domain before purchasing, you can easily set up a Magento 2 site. There are many ways to do this, but we only give you one ​quickest and ​easiest method to install Magento 2. Know how to do it in:

● Magento 2 Installation on localhost via XAMPP​.

Set up Magento 2 Store

After installation, you need to follow these steps to configure Magento 2 Store settings and manage all of these elements:

1,​ In ​Stores​, you need to know about ​General Configuration in Magento 2​.

2,​ In ​Products​, you need to walk through these 4 steps:

● How to use Products Dashboard​. ● Categories in Magento 2​. ● Product Attributes in Magento 2​.

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● Advanced Product Settings in Magento 2​.

3,​ In ​Content​, you will know about ​Magento 2 CMS​.

4,​ In ​Sales​, you can manage your Sales with 2 parts:

● Magento 2 Sales Management​. ● Tax Rate, Payment Methods and Shipping Methods in Magento 2​.

5,​ In ​Marketing​, you will have an overview of ​Promotion in Magento 2​.

6,​ In ​Customers​, remember how to add and manage ​Customers in Magento 2​.

7, Finally, we will give you some ​essential third party solutions for your Magento 2 site​.

Moreover, you will understand how to use Magento 2 Themes and Extensions for your store.

In conclusion

Till now, you are having a proper Magento 2 Store. We hope you enjoy this guide and don’t forget to read more advanced tutorial in ​Magento 2 course​. Thank you and see you again.

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What is Magento 2? First step to build a Magento 2 site

You may somehow have visited my website for a purpose? And I believe I know the main reason why you are here, reading this post. Because you are trying to figure out, study, or research of Magento 2 – a successor of the former open source platform Magento. You are waiting for a help to answer one question: ​how to build ecommerce website​.

In order to ​build ecommerce website with Magento 2​, and still professionally, you should have tons of knowledge of Magento, as well as required conditions for building a proper site such as hosting, domain name. Problem is, you have zero knowledge. But don’t worry, if you want to ​build a Magento 2 website​, just collect your desire to learn and ability to use computer, you can learn ​how to use Magento 2 ​quickly. This series is designed to guide you through 15+ lessons in the field of creating an own Magento 2 site, ​even for a newcomer​.

Or, you are an expert in Magento 1, believing that your Magento store will stay the same forever. It’s time for you to think again. Since the release of Magento 2, Magento will update and support their latest platform better than the previous version. According to some sources, ​Magento CE 1.9 will stop in 2018​, and then the store owners won’t receive latest update as well as security patches for their precious store.

What you could learn from this series?

A LOT, I can assure you that. During nearly one year, I have been asked many basic questions such as: ​How can I build a Magento 2 site?​, Why following steps to install Magento 2 does not work?, Where can I find Magento log file? or even ​Why I need

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Magento 2? All those questions urge me and my team to complete this series as soon as possible.

In this series, you will be guaranteed with ​the most basic things of Magento 2​, which you can ​how to build ecommerce website​. Even if you can’t install Magento 2, I will share you the easiest way to perform.

Who are the targets of this series?

This series will provide the most basic things in Magento 2, so any present and future shop owners will benefit the most. However, because this series will start with the basics and end with more advanced topics, web programmers who are familiar with PHP and want to start with Magento 2, or who have worked with Magento 1 will also need this tutorial to know how things work in Magento 2.

What is Magento 2?

History of Magento

Magento 2 is the latest upgrade of Magento, which was originally developed by ​Varien Inc​, an US private company headquartered in Culver City, California, combining with the voluntary assistance. Started officially in ​2007​, which to be more certain, ​August 31 is the date of first public beta version release. Then Roy Rubin, CEO of Varien decided to sell a substantial of 49% share to ​eBay​. Later, eBay acquired ownership 100% of Magento 2 on ​June 6, 2011​, but spun out as an independent company by new owner Permira​ private equity fund on ​November 3, 2015​.

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On ​November 17, 2015​, Magento 2 was officially released. Inherited lots of success factors of Magento, Magento 2 also present modern technologies and structure, as well as modified directory structure but more simplified customization. Now Magento 2 and Magento 1 are existing simultaneously.

Overview of Magento 2 Features

Like almost current platforms, Magento 2 consists of both frontend and backend (or Admin Panel​), one for administration and one for customers of store. Now let’s take a close look.

a, Backend features

In comparison with Magento 1, Magento 2 Admin Panel is much more intuitive and friendly. In Magento 1, you enjoyed the horizontal menu on the top of Admin Panel, like this:

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But the menu in Magento 2 is vertical on the left, and is designed with flat type.

In most review of new interface in Magento 2, the backend interface delivered both improved utilizing and be friendly with larger click and tap button. Clearly, Magento 2 aims directly at merchant targets, who are almost non-technical users.

_ ​Dashboard:

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The dashboard emphasizes more at Lifetime Sales and Average Order, highlight both Lifetime sales and Revenue – 2 factors that store owners care most. You can also enable/disable chart to show revenue in a variety duration of time. The old 4 tabs is bigger, much easier to click.

_ ​Sales: Just like the Dashboard, all sub categories in Sales: Orders, Invoices, Shipments, Credit Memos, Transactions, Tax display bigger tables. However, Order View of Magento 2 is not just big but also long, making you scroll more and therefore, this Order View is more irritating. There is a new sub category Billing Agreements replaced Terms and Conditions.

_ ​Products: There is no category called Catalog anymore. The tables are bigger but not allow customize quantity of products per page like Sales category. Also, there are lots of default view.

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Store view separates in basics settings and advanced settings for best User experiences.

_ ​Customers:

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_ ​Marketing:

The old Promotion category in Magento 1 is now just one sub category in new Marketing category. There are more things for store owners to manage like Communications, SEO & Search and User content.

_ ​Content:​ This is where CMS old category place in, and with new Design sub category.

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_ ​Report: ​New category and really this is one of a must have functions for store owners to manage their website. Report is not only for Marketing: Products in Cart, Search Terms, Abandoned Carts and Newsletter Problem Reports or for Sales Report; you can have wide overview of customers’ reviews. Now report is not a burden bit a powerful tool.

_ ​Store: This is where you put your ​Magento 2 extensions ​aimed to turn your tiny ecommerce store into a robust business site of online retail in order to manage 14

inventory, suppliers, purchase orders, ​enhance e-commerce user experience ​and help ensure a successful online shopping experience.

_ ​System:​ The last in Magento 2 backend menu, for customizing settings.

However, the Magento 2 default features may not be enough to satisfy your requirements, especially for complicated stores. So, you can consider to use ​the professional eCommerce solutions aimed at boost sales and maximize profit​.

b, Frontend features

Okay, so you all agree that Admin Panel in Magento 2 has some nice improvements, but what about the frontend. Well, what I could tell you are:

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_ The new default ​Magento 2 Luma Theme looks much better than default theme in Magento 1:

_ Now the responsive web design and faster performance is two new advantages of frontend theme of Magento 2. Your customers won’t need to suffer from waiting for whole page to load in order to see full content length.

_ New ​2-step Checkout for Magento 2, it is now much easier than default 6-step checkout process of Magento 1. Allow your customers to sign up right in checkout page.

The Order details are clear with all displaying products, their quantities and the images.

But it is still far from being perfect. Chances are, another store owner already uses the One Step Checkout which ​boosts 40% faster than the default Magento checkout​.

Pros and Cons of Magento 2

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Now we will dig deep in the ​Pros and Cons of Magento 2​, and see if Magento 2 is a necessary upgrade or not.

a, Pros

_ Non-technical store owners exactly want the New Backend ​Admin Panel​:

You hate to call all your dev team to fix some images of products in your store. Well, the nightmare ends now, with highly – improved Admin Panel interface and optimized UX, Magento 2 help non-technical users accomplish more works than they could do in the past. This is also one of the competitive advantages to compete with ​Shopify Plus​.

_ The speed is ​matchless​ by Magento 1:

Well, Magento 1 is infamous for its slow loading time compared with other platforms.

Chance is, you may want to upgrade to Magento 2 because it is much faster. One of the reasons is how the caching is set up. Cache is temporary storage of data to reduce lag, server load and bandwidth usage. With the built-in Full Page Cache, you can reduce the loading time of Magento 2 ​by half​.

In a nutshell, improving cache means your pages will load much quicker, allowing delivering your content quicker to your customer and also to your backend environment.

Quicker load time means a better UX: optimization of cache in Magento 2 can help improve your overall customer user experience, meaning a higher conversion rate.

_ Magento 2 integrates with almost ​Popular Payment Gateways:

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Although Magento 1 has released several updates to integrate with more popular payment gateways, Magento 2 is supported to do that from the beginning. Easier integration with more popular payment gateways is one key factor to better overall checkout UX. New popular payment gateways have been included in Magento 2:

+ PayPal

+ Braintree

+ Authorize.net

+ WorldPay (Enterprise Edition)

+ CyberSource (Enterprise Edition)

b, Cons

_ Magento 1 Themes can’t be ported:

Well, even if the default theme of Magento 2 is better than Magento 1, you may still want to keep the old themes so your customers won’t feel strange. Though you can try to

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migrate data using some Migration tool to Magento 2, Magento 1 themes still can’t be transferred properly. So it’s better you should think about new themes of Magento 2.

Today, Magento 2 presents lots of great themes which you can bring a new face to your store.

_ Not all Extensions are available for Magento 2:

There are many trusted research confirmed that Magento 1 extensions can’t be ported to Magento 2, either. You should wait for your provider to upgrade their extensions to Magento 2 so you can download it again, or eventually repurchase this extension with higher cost.

This con, in particular, is one that creates a hesitancy in many merchants considering upgrading to Magento 2. It will take time for the development community to dig into Magento 2 and build extensions compatible with the new release. Also, these extensions will need to be verified by the Magento community before making them publicly available.

However, ​Magestore policies allow our customers to free update to Magento 2 once they purchased Magento 1 in the past. Interesting, isn’t it?

_ ​Magento 2 Enterprise Edition​ costs more:

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Magento 2 Community Edition will continue to be free, but the Enterprise Edition requires much more money in the price tag. Despite of the increase in its cost, there are many benefits in the Enterprise Edition of Magento 2 such as:

+ Enhanced site management

+ Enhanced catalog management

+ Dynamic marketing & management features

+ Customer loyalty programs

+ Dedicated 24/7 support

Summarized features of Magento 2

_ Powered by an entirely new, next-generation architecture, Magento 2 provides unparalleled flexibility so your ecommerce website will be much more beautiful.

_ Magento 2 empowers all store merchants with Enhanced speed and so does productivity. Featuring over 50% faster page load speeds across catalog and checkout

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pages, performance lies at the heart to enhance the customer experience and improve conversion rates.

_ Magento 2 offers more secured payments. And since security is one of the key elements to success, you should think about upgrading to Magento 2.

_ Not only the frontend UX is good, but Magento 2 Admin Panel is also described by one word: “amazing”. Lots of new features help even non-technical store owners manage Magento 2 easily.

Moreover, Magento has easy maintenance and update, which bring the unsurpassed flexibility. And so do Magento 2

Trivia

_ Due to ​aheadworks research, Magento’s market share is about ​30%​, being the most popular ecommerce platforms.

_ ​Builtwith​ shows trend of Magento among ecommerce platform: about ​5%​.

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How to install Magento 2 on localhost via XAMPP After these ​10 steps​, I guarantee you will create a ​Magento 2 site on localhost with XAMPP​.

Step 1 First, you need to know the requirements to install Magento 2. When you download one version of Magento 2, there will be a line below to tell you which Web server, database and php configuration you need for this version. You should download Magento 2 from Magento website: https://magento.com/tech-resources/downloads/magento/​.

In this guide, we use Magento Community Edition 2.0.10, which requires at least php 5.5.22. For more information of prerequisites of Magento 2, read in http://devdocs.magento.com/guides/v2.0/install-gde/system-requirements-2.0-tech.html​.

If you choose version 2.1, you can read in http://devdocs.magento.com/guides/v2.1/install-gde/system-requirements-2.1-tech.html​.

Step 2 Supposed that you don’t have XAMPP, you can download XAMPP from here: https://www.apachefriends.org/download.html​.

In this guide we use ​Magento Community Edition 2.0.10 with ​XAMPP version 5.6.24​, but you can try other versions of XAMPP which meets the requirements of your version of Magento 2.

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After finishing the set up of XAMPP, open it and start both Apache and MySQL web server.

When both modules have a green background, you know they have been already ready.

Actually, the most often hindrance to start Apache is when a program also takes port 443​ or ​444​ like this

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You should turn off the program using same port with Apache in order to continue.

Step 3 Now, go to the default folder of XAMPP: ​C:\xampp\htdocs​. Create a new folder, for example named “​magento2″​. Move and extract the downloaded file of Magento 2 in this new folder.

Step 4 Open your web browser, type in search bar: ​localhost/name-of-new-folder/​. In this example, it is ​localhost/magento2/​. Welcome you to the Magento 2 installation on localhost with XAMPP.

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Time to hit ​Agree and Setup Magento​ button.

Step 5 Now you need to go through 6-step-installation of Magento 2. So ​watch it closely​.

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Click ​Readiness Check button. If you pass all the checks, you can continue. Have you not, you must fix the error to continue. The 2 most often errors are p ​ hp Settings Check and ​php Extensions Check​.

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PHP Settings Check​: ​always_populate_raw_post_data error. To resolve this error, you need to access ​php.ini​ file. Using XAMPP, open this file like that:

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Search this line: ​always_populate_raw_post_data = -1

Make sure the number is ​-1​, then remove the semicolon ​“;”​ at the beginning of the lines.

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PHP Extensions Check​: The usual missing extensions are ​xsl and intl​. To resolve this, search ​extension=php_intl.dll as well as ​extension=php_xsl.dll​, then both remove the beginning semicolon ​“;”​.

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Now you ​need to stop both Apache and MySQL in XAMPP, then restart them again for new effects to be activated and resolved. Click ​Try Again in localhost for new result, after checking, hit ​Next​.

Step 6 Add necessary database, like Database Server Host, Database Server Username and Database Name.

Switch to ​localhost/phpmyadmin in web browser, create a new database name exactly the same with your previous Database Name when adding necessary database.

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Step 7 Web Configuration. Insert your Store Address here, also remember the Admin Address.

*Note: use your ​IP server instead of “localhost”. You can shorten the latter to just be “admin”.

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Find your IP in ​localhost/phpmyadmin ​like that:

Step 8 Customize your Store. Change Default Time Zone, Currency as well as Language here.

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Step 9​ Create Admin Account. This is your Admin Panel account.

Step 10​ Install. Hit the ​Install Now​ button and wait for 2-3 minutes. It’s really simple.

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Fix Magento 2 layout crashing installing localhost with XAMPP

when

When you finished ​10 steps to install Magento 2 localhost with XAMPP​, though having a successful notification, you still have a chance to face some errors, especially the layout crashing. According to our experiment, ​70% Windows PCs can take the risk of encountering this error but mainly focus on ​Windows 10​. The previous Windows versions such as Windows 7 and Windows 8 has a slightly chance to have layout crashing but it still worth to consider the solution.

It seems to look normal but it’s not

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Magento logo is missing in backend interface

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The menu slide bar is not responding

The problem is due to unsuccessful symlink process when Magento 2 cannot use symlink to connect its modules and make them work. You can find more documents about the error by google these keywords “symbolic symlink in magento 2” or “Magento 2 cannot create symlink”.

These are 5 simple steps from ​Magestore​ to fix it. Hope this will help you!

Step 1​ Download and install ​Notepad++

Step 2​ Go to your ​Xampp folder > htdocs > mageto2 > app > etc​ and find ​“di.xml”​ file

access C:\xampp\htdocs\magento2\app\etc and find di.xml

Step 3​ Click right mouse button at ​“di.xml”​ file and choose “​edit with notepad++​”

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Step 4​ On Notepad++ window, scroll to the line “​584” :

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<item name="view_preprocessed" xsi:type="object">Magento\Framework\App\View\Asset\MaterializationStrategy\Sym link</item>

On the ​line 584​, modify the word “Symlink” into “Copy” and save the file

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Step 5 Restart Apache and MySQL on XAMPP then access your localhost of Magento 2 website again and problem will be solved.

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General Configuration in Magento 2 Today we will introduce to you the ​General Configuration of your Magento 2 web store.

You need to configure the General Settings right after you successfully installed Magento 2.

In Admin Panel, navigate to ​Stores -> Configuration​:

General

In ​General​, you need to notice these fields:

1, Country Options:

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_ ​Default Country​: Choose your Default Country, in our case is United States.

_ ​Allow Countries​: Default is All Countries Allowed, but in case you want to remove any countries out of this list, HOLD Ctrl and click on this country, then remove one by one.

_ ​Zip/Postal Code, European Union Countries and Top Destinations​: Same as above.

2, State Options:

_ ​Stated is Required for​: Default is All the countries dividing into States. You can remove one or more countries with “​Ctrl​“.

_ ​Allow to Choose State if It is Optional for Country​: Choose Yes or No.

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3, Locale Options:

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_ ​Timezone​: The Timezone of your Store.

_ ​Locale​: The default Language.

_ ​Weight Unit​: The weight unit will be used in your store, as well as shipping process.

_ ​First Day of Week​: Setup your Calendar.

_ ​Weekend Days​: Choose the Weekend Days.

4, Store Information:

Simply Add all your current information about your Store here.

5, Single-Store Mode:

Remember: This setting will not be taken into account if system has more than one store view.

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Web

In Web, you must notice these fields:

1, Search Engine Optimization:

If you want Search Engines to crawl and index your website, you must enable this option.

In “​Use Web Server Rewrites​”, choose ​Yes​.

2, Base URL (Secure):

This field will qualify the URL using Secure Base URL. You should notice this field because of these two options:

_ ​Use Secure URLs on Storefront​: In case you wish your store frontend to open only via HTTPS, set this option to Yes.

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_ ​Use Secure URLs in Admin​: It’s similar to the frontend, to secure the Admin of your store with SSL, you set this option to Yes.

3, Default Pages:

Generally, you should just leave these options as default. However, you should notice these options to avoid related problems.

_ ​Default Web URL​: The default Web URL of your store.

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_ ​CMS Home page​: Default is the Home page.

_ ​Default No-route URL​: The default No-route URL.

_ ​CMS No Route Page​: Default is 404 Not Found.

_ ​CMS No Cookies Page​: Default is Enable Cookies.

_ ​Show Breadcrumbs for CMS Pages​: Default is Yes.

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Design Theme

To design your web store, you need to know about these fields:

1, Design Theme:

_ ​Design Theme​: If no value is specified, the system default will be used. The system default may be modified by third party extensions.

_ ​User-Agent Exceptions​: Normally you don’t want to make any exception, but you can add any search strings to be excluded.

2, HTML Head:

This field contains lots of search engine options:

_ ​Favicon Icon​: Choose your own Favicon Icon.

_ ​Default Title​: Create your Meta Title.

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_ ​Title Prefix or Suffix​: Can leave them alone, or create it, just depend on you.

_ ​Default Description​: Create your Meta Description.

_ ​Default Keywords​: Create your Meta Keywords.

_ ​Miscellaneous Scripts​: This will be included before head closing tag in page HTML. You can put your Scripts here.

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3, Search Engine Robots:

_ ​Default Robots​: You want to be certain that the options is ​INDEX, FOLLOW​.

And you can add your ​robots.txt​ for more exclusion to other kind of bots.

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4, Header and Footer:

You can customize your Header with these options: Logo Image, Width and Height of Logo Image, Logo Image Alt and Welcome Text.

Then you could change the Copyright in Footer. Miscellaneous HTML will be displayed just before body closing tag.

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5, Pagination:

Pagination control is important in an ecommerce store. You can manage the settings of pagination easily in Magento 2.

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Contacts

1, Contact Us:

Enable ​Contact Us​ to Yes so your customer can contact you easily.

2, Email Options:

Input your Email here, choose the ​Email Sender​ as well as ​Email Template​.

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Currency Setup

In Currency Options, you just need to notice these fields:

_ ​Base Currency​: You chose the base while you was installing Magento 2. Base currency is used for all online payment transactions. If you have more than one store view, the base currency scope is defined by the catalog price scope.

_ ​Default Display Currency​: The Currency will be displayed in your store. Choose it as the same with Base Currency.

_ ​Allowed Currency​: The currency which will be allowed in payment of your store.

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You can watch this video or read the tutorial below to understand more about Products Dashboard in Magento 2.

Contents ​[​hide​] ● ●

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1 Introduce Magento 2 Products Dashboard 2 Six default product types in Magento 2 ○ 2.1 Simple Product ○ 2.2 Configurable Product ○ 2.3 Grouped Product ○ 2.4 Virtual Product ○ 2.5 Bundle Product ○ 2.6 Downloadable Product 3 How to set up other product types ○ 3.1 Create a Simple Product ○ 3.2 Create a Configurable Product ○ 3.3 Create a Grouped Product ○ 3.4 Create a Virtual Product ○ 3.5 Create a Bundle Product ○ 3.6 Create a Downloadable Product

Introduce Magento 2 Products Dashboard Product is the most important thing in any E-commerce websites. Before selling online with Magento 2, we will have a quick look at the dashboard of Magento 2 which can manage all of your products.

You have to follow this path to open Magento 2 Product Dashboard: ​Product >> Catalog.

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On the image below, you can see that Magento 2 product dashboard includes these functions for you to manage products:

There are​ 4​ main function panels: 1 Products Table​: a place that contains all of your products information such as images, name, price, quantity, identification code (SKU) …etc.

2​ Action Box​: Where you can edit, change, update products in bulk easily.

3​ Filter and View modes​: ● Filter: you can select product with specific information such as: price, quantity .. ( you can see the products that cheaper than $100, or available quantity is under 10 … with this function) 57

● Number of products view in the first page: Choose to see 20 or 50 … products in 1 views from dashboard. ● Product listing page: Go to next and previous pages of products. ● View shortcut: Want to quickly access some special view such as : Filter Number of products that have quantity under 10 to purchase more from suppliers, you can save this view as a shortcut to quickly access in the next time in 1 click without using filter again. ● Column display setting in the table: Choose which information will be shown in the table by tick on it.

4​ Add Product button​: You can start to add a new product by click on this button.

Six default product types in Magento 2 You can create any different kind of product types that you want with Magento 2.

However, in default mode, Magento 2 has the same 6 product types but it has some improvements in detail of each type in comparison with Magento 1: ● ● ● ● ● ●

Simple Products Grouped Products Bundled Products Configurable Products Virtual Products Downloadable Products

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It is really important to understand about â&#x20AC;&#x2039;6 default product types because each one of them has its specific type and attributes.

Simple Product

As itâ&#x20AC;&#x2122;s named, a simple product is a physical item with a single SKU. This type of products has a variety of pricing and of input controls which make it possible to sell variations of the product. Simple products can be used in association with grouped, bundle, and configurable products.

Configurable Product

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A configurable product looks like a single product with drop-down lists of options for each variation. Each option is actually a separate simple product with a unique SKU, which makes it possible to track inventory for each product variation. You could achieve a similar effect by using a simple product with custom options, but without the ability to track inventory for each variation.

Grouped Product

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Different with 2 types above, grouped product is made up of simple standalone products that are presented as a group. You can offer variations of a single product, or group them by season or theme to create a set of different products. Each product can be purchased separately or as part of the group. In the shopping cart, each item is listed separately.

Virtual Product

Virtual products are not tangible products and are typically used for products such as services, memberships, warranties, and subscriptions. Virtual products can be sold individually, or included as part of the following product types: Grouped Product and Bundle Product.

Bundle Product

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A bundled product let customers â&#x20AC;&#x153;build their ownâ&#x20AC;? from an assortment of options. The bundle could be a gift basket, computer, or anything else that can be customized. Each item in a bundle can be based on one of the following product types: Simple Product and Virtual Product.

Downloadable Product

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A downloadable product can be anything that you can deliver as a file, such as an eBook, music, video, software application, or update. You can offer an album for sale, and sell each song individually. You can also use a downloadable product to deliver an electronic version of your product catalog.

Because the actual download doesn’t become available until after the purchase, you can provide samples, such as an excerpt from a book, a clip from an audio file, or a trailer from a video that the customer can try before purchasing the product. The files that you make available for download can be either uploaded to your server, or from a different server.

How to set up other product types Create a Simple Product Step 1​Click on “Add product” button then choose “Simple product”. On the administrator backend, you need to follow this path: ​Product >> Catalog.

There is an ​“Add Product” button on the top right of admin menu, you click on the dropdown menu and choose ​“Simple product”​:

Step 2​Fill in ​Product Details​. Now you need to fill in the detail of each product that you want to sell like the image below:

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You need to fill in: Product name

Fill in your product name

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SKU

This is an identification code for each product, you can find exactly any product by searching for this code.

Price

The price of your product

Tax class

Choose this box to Taxable Goods

Images Video

&

Upload your images or videos of product here

Quantity

The number of products that you have in store, choose the status to in stock or out of stock

Weight

Fill in the weight of product if needed

Categories

Place this product in suitable categories, in this example, I place it in category Camera that I have just created by click New category

Description

The description of product that you want to sell to help customers understand more about it as well as persuade them to purchase

Downloadabl e Information

For downloadable product or configurable product type only, you can skip them.

Configuratio ns Remember to choose categories for your product. Read more about â&#x20AC;&#x2039;Product Category in Magento 2â&#x20AC;&#x2039;.

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Don’t forget to select your product attribute also. Read more about ​Product Attributes in Magento 2​.

* ​About other tabs: _ ​Image and Video​: You can choose to upload more images. or videos here _ ​Search engine optimization​: You can optimize your product for SEO. We will talk about this later in Magento 2 SEO series if you are serious about SEO. _ ​Website​: Keep it in default, there is nothing to change here _ Advance setting tab: These setting will be beneficial for your store if it’s big enough, however, with small online store, you can skip these settings.

Step 3​Save product.

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Choose status of product to “Product Online” and then click “Save” to publish the product.

Done, you have finished creating a new simple product in Magento 2.

Create a Configurable Product To create a configurable product, you do the same step 1 and step 2 in previous topic about how to create a simple product: Step 1​ Click on ​Add Product >> Configurable Product​.

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Step 2 Fill the information in blank spaces: Product name; SKU; Price, Store view, Quantiy, …etc Step 3 (Important)​ Adding Configurations for your products

Choose your product attribute or create new. One again, read about ​Magento 2 Product Attributes​.

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For example, choose â&#x20AC;&#x153;color attributeâ&#x20AC;? when you go to attribute value step, tick all colors of product that you had.

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

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In the next stage, you can see the preview about your created configurable products. Hit “Generate Product”​ to finish process.

Step 4​After successfully create configurations for your product, ​Save Product.

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Choose status of product to “Product Online” and then click “Save” to publish the product

Create a Grouped Product Following these ​4 steps​ to set up a grouped product Step 1​ and ​Step 2​ Do the same as simple product Step 3​Scroll down and tap on “​Add Products To Group” ​button

In the list, ​mark the checkbox of each item that you want to include in the group then tap “​Add Selected Products​” to add them to the group.

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Step 4​Save Product.

Create a Virtual Product Virtual products are used to represent non-tangible items such as memberships, services, warranties, or subscriptions. Aside from the absence of the Weight field, the process of creating a virtual product and a simple product is the same.

Create a Bundle Product The selection of options appears when the customer taps either the Customize and Add to Cart button. Because the products that are included in the bundle vary, the SKU, Price, and Weight can be set to either a dynamic or fixed value.

Following these step to create bundle product: Step 1 and ​Step 2 Do the same as mentioned above. Notice that there are some change in option of SKU, price, weight … between dynamic and fixed.

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Step 3​Scroll down to the Bundle Items section. Then, set Ship Bundle Items to one of the following: ​Separately​ or ​Together.

Tap ​“Create New Option”​. Then, mark the checkbox of each product that you want to include in this option.

If there are many products, use the list filters and pagination controls to find the products you need. Then tap ​“Add Selected Products”.

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

To allow customers to change the quantity of any bundle item, mark the User Defined checkbox of any item that you do not want changed.

Repeat these steps for each item you want to add to the bundle. To remove any item from the bundle, tap the Delete icon.

Step 4​Save Product.

Create a Downloadable Product Following these step to create downloadable product: Step 1​ and ​Step 2​ Do the same as mentioned above.

Step 3​Complete Downloadable Information Scroll down to Downloadable Information, and expand the section. Then, mark the ​“Is this downloadable product?”​ Checkbox.

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The Downloadable Information section has two parts. The first part describes each download link, and the second part describes each sample file. Click on Add new link and complete the links.

Click on â&#x20AC;&#x153;Add new linkâ&#x20AC;? and complete the sample if you want to provide a sample to customer.

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Step 4â&#x20AC;&#x2039;Save Product.

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Magento 2 Categories Introduce Magento 2 Categories

Product categories are the bone of every online store. If you are a store owner, you have to spend every time to research, plan and create excellent categories to effectively manage your store products. Not only do good categories help you to manage your products, but they can also help the customer to easily find the products on your online store website.

Content Management System (CMS) Magento 2 gives you a lot of support in creating new categories. It is very simple to create product categories in Magento 2. Today, I will show you the way to create a category. But first, you need to know some basic knowledge about root-category and sub-category.

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The differences between root-category and sub-category

In some Magento forums, many Magento 2 users have several questions about root category. It’s easier to be familiar with subcategories than root category. Store product will normally be organized as sub-categories and under a root category.

The category structure is like an upside-down tree, with the root on top. All categories in your catalog are nested below the root. Because the root category is the ​highest level of the catalog, your online store can have only one root-category active at a time.

However, you can create additional root categories for alternate catalog structures, different stores, and views. Unlike sub-category, root-category ​is not visible to your customers and does not have an URL key.

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When you start to build category structure for a new Magento 2 website, in category dashboard, there is only one root category which is named as “Default Category”. You can change the name and organize the position of any root-category or sub-category by using left click and drag them.

Set up store category in Magento 2

One of the key features of Magento 2 CMS is ​its ​support for multiple stores​. You can host and manage several entirely different online stores and this can be done with a single Magento 2 installation​. Each store pulls its products from a Root Category.

● If you have only one online store, you just need only one root category. ● If you are running several different online stores, but all them are selling same products, you can assign the same root category to all of them. ● If you want to have different stores carry different products, you will want to create a Root Category for each store.

Once the Root Categories are set up, you can add more sub categories and organize your product line. These categories need to be set before you set up your stores.

How to create a Root Category?

Creating a root category is really easy, you can follow ​3 simple steps​ below:

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Step 1​Navigate to ​Product >> Categories​. Then click on “Add Root Category” button located on the left-hand side of the page.

Step 2​Fill in the information in blank spaces. There are four tabs which you can use to set options for this root category.

● General Information – General options for the category including its name, active setting, thumbnail image, category page title, and keyword(s). ● Display Settings – Determines how your products are displayed on the category page.

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● Custom Design​ – Adds your custom design options to a category. ● Category Products – This is where you assign products to a given category. If you have one site/store being hosted from your Magento install, this would likely include all of your active products.

In the basic level, you should ​focus and fill the information in only 2 tabs which are General Information tab​ and ​Display Setting tab​.

1​ In ​General Information​ tab:

Name

Enter the name of the root category.

Is active

If you want to active this root category, choose Yes.

URL key

The URL leading to this directory

Description

Fill the Description about this category.

Image

You can upload an image for this category and it will be set as thumbnail image

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Page Title

The title of the page that will show on your browser’s tab

Meta Keywords

Used by search engines to index the category’s page

Meta Description

This description will help search engines to better understand the content of the category

Include in Navigation Menu

If you have more than 1 root categories you will need to set this to “Yes”.

2​ In ​Display Setting​ tab:

Display Mode

You can select the way that your category show up in front end.

There are 3 options: “Product only”, “Static Block”, “Static Block and Product”

Is Anchor

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

Available Product

Skip it or clear the check box to edit

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Listing By

Default Product Listing By

Sort

Sort

Layered Navigation Price Step

Step 3​Hit the ​“Save Category”​ button.

How to Create a Sub Category?

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Step 1​Click on the category that you want to create a sub category then hit the button: “Add sub category”.

For example​: If you want to create a sub category named “B” under a category named “A”. First you need to click on category A.

Then hit the ​“Add sub category”​ button.

Step 2​and ​Step 3​Do the same way to create a root category as mentioned above.

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Fill the information and press Save, now we have sub category B under category A.

How to apply a New Root Category to your Store?

Step 1​On Admin slide bar menu, choose ​“Stores >> All Stores”​.

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Step 2​In All Stores dashboard, tap on Main Website Store.

Step 3​Choose the root category that you want to assign then press the ​“Save”​ button.

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Thatâ&#x20AC;&#x2122;s all about how you can create a category and configure it in Magento 2. Hope this will help you.

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Magento 2 Product Attributes Introduce Magento 2 Product Attributes

In this tutorial, we will illustrate how you can setup your products’ attributes. Attributes are an important part of your product catalog because each of them can help potential customers with choosing a certain product that corresponds to their needs. Users will also be able to search and compare products based on their attributes.

Your Magento 2 store includes predefined attributes such as ​Name​, ​Price​, and Description​, that can be used for any product. In addition to these, you can create new custom attributes to improve your product information and help your clients with their choice. These are ​4 simple steps​ to set up your product’s attribute.

How to add a Product Attributes

Step 1​Login to your website administrator back-end dashboard. On the left menu slide bar, navigate to ​Stores >> Products.

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Step 2​On the Product Attributes dashboard, press “​Add New Attribute​” button.

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Step 3​Fill the necessary information in blank spaces.

There are 3 main tabs for you to set up your Product Attribute information: Properties; Manage Labels; Storefront Properties.

+ Properties: ​The Properties section includes both basic and advanced attribute properties.

+ Manage Labels: ​The label identifies an attribute in the Admin and also in the storefront of each store view. If your store is available in multiple languages, you can enter a different translated label for each language.

+ Storefront Properties: ​The Storefront Properties determine how an attribute can be used in your store, its appearance, and behavior. You can specify if attributes are available for search, layered navigation, product comparisons, price rules, and sorting.

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For text attributes, you can enable the WYSIWYG editor, and determine if HTML tags can be used to format the values.

1â&#x20AC;&#x2039;Guide for Properties Tab:

ATTRIBUTE PROPERTIES

Default Label

The label that identifies the attribute during data entry.

Catalog Input Type for Store Owner

Determines the data type and input control that is used to manage the product from the store Admin.

Options include: Text Field; Text Area; Date; Yes/No; Multiple select; Dropdown; Price;â&#x20AC;Ś

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Values Required

To require that a value to be entered in this field before the record can be saved, set Values Required to “Yes.”

ADVANCED ATTRIBUTE PROPERTIES

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Attribute Code (Required)

A unique identifier for internal use. The Attribute Code must begin with a letter, but can include a combination of lowercase letters (a-z) and numbers (0-9).

Scope

Limits the use of an attribute to a specific store view or website.

Options include: Store View; Website, Global.

Default Value

Assigns a starting value to the attribute to help during data entry.

To assign a default value for Multiple Select or Dropdown input types, see: Creating Attributes.

(A default value cannot be set for Multiple Select, Dropdown, or Fixed Product Tax input types).

Unique Value

Set this to Yes, if you want the data saved in this attribute to be unique for each product. If you have different products made of the same material or having the same feature, leave this to No.

Input Validation for Store Owner

Performs a validation check of the data entered in the field, based on the following options: “None; Decimal Number; Integer Number; Email, URL, Letter …”

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Add Column Options

to

Use in Filter Options

Determines if the column appears in the product grid.

Determines if the attribute is used as a filter control at the top of columns in the grid.

2​Guide for Storefront Properties Tab:

Use in Search

Comparable on Storefront

Select “Yes” if you want people to be able to search the catalog based on the value of this attribute. The following attributes appear when Search is enabled:

[Search Weight]

To weight the search results, set Search Weight to a number from 1 to 5.

[Visible in Advanced Search]

Gives shoppers the ability to enter search criteria through a form. Options include: Yes / No.

Select “Yes” to include this attribute as a row in the Compare Products report. Options include: Yes/No.

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Use In Layered Navigation

Includes the attribute as a filter in the “Shop By” section of layered navigation. Options include:

[No]

The attribute is not available to be used as a filter in layered navigation.

[Filterable (with results)]

Layered navigation includes only those filters for which matching products can be found. Any attribute value that already applies to all products shown in the list does not appear as an available filter.

The filtered list of products includes only those that match the filter. The products list is updated only if the selected filter(s) change what is currently shown.

[Filterable (no results)]

Use In Search Results

Layered navigation includes filters for all available attribute values and their product counts, including those with zero (0) product matches. If the attribute value is a swatch, the value appears as a filter, but is crossed out.

To include the attribute in the layered navigation for search results, select “Yes”.

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Layered Navigation

Position

Determines the position of the attribute in layered navigation in relation to other filterable attributes.

Use for Promo Rule Conditions

To make the attribute available for use in price rules, select “Yes”.

Allow HTML Tags on Storefront

(Text Field and Text Area input types only) To be able to format the attribute value with HTML tags, select “Yes”.

Visible on Catalog Pages on Storefront

(Simple and virtual products only) To include the attribute on the Additional Information tab of the product page, select “Yes”.

Used in Product Listing

Depends on the theme. To include the attribute in product summaries that appear in catalog listings, select “Yes”.

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Used for Sorting in Product Listing

Depending on theme, includes the attribute as a “Sort By” option for catalog listings.

Step 4​Hit “​Save Attribute​” button.

Attribute Sets

One of the first steps when creating a product is to choose the attribute set that is used as a template for the product record. The attribute set determines the fields that are available during data entry, and the values that appear to the customer.

The attributes are organized into groups that determine where they appear in the product record. Your store comes with an initial attribute set called “default” which includes a set of commonly-used attributes. If you would like to add only a small number of attributes, you can add them to the default attribute set. However, if you sell products that require specific types of information, such as cameras, it might be better to create a dedicated attribute set that includes the specific attributes that are needed to describe the product.

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To Create An Attribute Set

Step 1​On the Admin sidebar, tap ​Store > Attribute Set​.

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Step 2​Click on “​Add Attribute Set​” then do the following:

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1​Enter a ​Name​ for the attribute set.

2​Set ​Based On​ to an existing attribute set to be used as a template.

3​Tap ​Save​. The next page displays the following:

● The left column shows the name of the attribute set. The name is for internal reference, and can be changed as needed. ● The center of the page lists the current selection of attribute groups. ● The right column lists the selection of attributes that are currently not assigned to the attribute set.

4​To add a new attribute to the set, drag the attribute from the ​Unassigned Attributes list​ to the appropriate folder in the Groups column.

Step 3​When complete, tap ​Save​.

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To Create A New Attribute Group

1​In the​ Groups column​ the attribute set, tap ​Add New.

2​Enter a ​Name​ for the new group, and tap ​OK​.

3​Do either of the following:

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+ Drag Unassigned Attributes to the new group.

+ Drag attributes from any other group to the new group.

-> The new group becomes a section of attributes in any product that is based on the attribute set.

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Advanced Product Settings in Magento 2 Products In previous lesson, we provide some basic knowledge about using product dashboard.

Today we are going to higher level of using product dashboard with â&#x20AC;&#x2039;Advanced Product Settingsâ&#x20AC;&#x2039;. To access Advanced Product Settings, click on your product or create a new one, a drop-down Advanced Settings menu will appear on the left.

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Advanced Pricing

The â&#x20AC;&#x2039;Advanced Pricing settings are used to define the conditions for special pricing based on customer group and website, and for quantity discount tier pricing.

Special Price

Offer a discounted price during the time period defined by the From/To dates.

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In the storefront when a special price is available, the retail price is crossed out and the special price appears below in large, bold text.

Special Price From Date

Set the first date the Special Price is available. You can either enter the date or select it from the calendar.

Special Price To Date

Set the last date the Special Price is available. You can either enter the date or select it from the calendar.

Cost

The actual cost of the item.

Tier Price

Offer a quantity discount to members of a specific customer group and website. Options include:

Website

Identify a specific website where the tier price rule applies.

Customer Group

Identify a specific customer group that qualifies to receive the tier price discount.

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Quantity

(Required) The quantity that must be purchased to receive the tier price.

Item Price

(Required) The discounted product price for the quantity purchased.

Action

Deletes the current tier price rule.

Special Price

To offer a special price, enter the discounted price and the dates when the special price is in effect. The special price appears instead of the regular price, followed by “was” (previous price).

To apply special price:

Step 1​Go to ​Advanced Pricing​.

Step 2​Enter the amount of the ​Special Price​. To establish when the special price is in effect, use the Calendar button to the right of each field to enter the ​Special Price From and Special Price To dates​.

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Step 3​Tap ​Done​. Then, tap ​Save​.

Tier Price

Tier pricing lets you offer a quantity discount from the catalog list and product detail pages. The discount can be applied to a specific store view or customer group.

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For example, in the picture above, the regular price of product is $7. The product page calculates the quantity discount and displays a message such as: “Buy 3 for $5.00 each and save 29%”.

To set up a tier price:

Step 1​Go to ​Advanced Pricing​.

Step 2​In the Tier Price section, tap ​Add​. Then, do the following:

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

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2,​ If applicable, choose the ​Customer Group​ to receive the discount.

3,​ In the ​Quantity​ field, enter the quantity that must be ordered to receive the tier price.

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

To apply the same tier to more than one group, create a separate tier for each group, but with the same quantity and Price information. To add another group price, tap Add and repeat the previous steps.

Step 3​Tap ​Done​. Then, tap ​Save​.

Manufacturer’s suggested retail price (Minimum Advertised Price)

Merchants are sometimes prohibited from displaying a price that is lower than the manufacturer’s suggested retail price (MSRP). Magento’s ​Minimum Advertised Price (MAP) gives you the ability to remain in compliance with the manufacturer’s requirements while offering your customers a better price. Because requirements differ from one manufacturer to another, you can configure your store to prevent the display of your actual price on pages where it is not allowed to appear according to the terms of the manufacture.

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To apply Minimum Advertised Price:

Step 1​In menu sidebar, go to Stores > Configuration > Sales > Sales > Minimum Advertised Price > Enable MAP > Yes.

Step 2​Go to ​Advanced Pricing​.

Step 3​Set a value for the “Manufacturer’s Suggested Retail Price” field.

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Step 4​Tap ​Done​. Then, tap ​Save​.

Advanced Inventory

Each product in your catalog has both a short and long version of the Advanced Inventory options, depending on whether you want to manage stock for the product. The long form appears when Manage Stock is set to “Yes”.

Without Stock Management

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FIELD

SCOP E

DESCRIPTION

Manage Stock

Global

Determine if inventory control is used to manage this product in your catalog. Option: Yes/No.

Minimum Quantity Allowed in Shopping Cart

Global

Determine the minimum number of the product that can be purchased in a single order.

Maximum Quantity Allowed in Shopping Cart

Global

Determine the maximum number of the product that can be purchased in a single order.

Enable Quantity Increments

Global

Determine if the product can be sold in quantity increments. Option: Yes/No.

Quantity Increments

Global

Enter the number of products that must be purchased at the same time. For example, if set to 6, the customer must purchase a quantity of 6, 12, 18, and so on.

When a product is sold in quantity increments, the number appears in the upper-right corner, next to the shopping cart link. If the customer tries to purchase the

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product in any other quantity, a message will appear in the shopping cart.

With Stock Management

FIELD

SCOP E

DESCRIPTION

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Manage Stock

Global

Determine if Inventory control is used to manage this product in your catalog. There are 2 Options:

Yes

Display the long form with all stock management options.

No

Display the short form without stock management options.

Quantity

Global

The quantity of the item that is currently in stock.

Quantity for Itemâ&#x20AC;&#x2122;s Status to Become Out of Stock

Global

Determine the stock level at which a product is considered to be out of stock.

Minimum Quantity Allowed in Shopping Cart

Global

Determine the minimum number of the product that can be purchased in a single order.

Maximum Quantity

Global

Determine the maximum number of the product that can be purchased in a single order.

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Allowed in Shopping Cart

Quantity Uses Decimals

Global

Determine if customers can use a decimal value rather than a whole number when entering the quantity ordered. Options:

Yes

Permit values to be entered as decimals, rather than whole numbers, which is suitable for products sold by weight, volume or length.

No

Require quantity values to be entered as whole numbers.

Can be Divided into Multiple Boxes for Shipping

Global

Determine if parts of the product can be shipped separately. Options: Yes / No

Backorders

Global

Determine how backorders are managed. Backorders do not change the processing status of the order.

Funds are still authorized or captured immediately when the order is placed, regardless of whether the

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product is in stock. Products are shipped as they become available. Options:

No Backorders

Do not accept backorders when product is out of stock.

Allow Quantity Below 0

Accept backorders when the quantity falls below zero.

Allow Quantity Below 0 and Notify Customer

Accept backorders when the quantity falls below zero, but notifies customers that orders can still be placed.

Notify for Quantity Below

Global

Determine the stock level at which notification is sent that the inventory has fallen below the threshold.

Enable Quantity Increments

Global

Determine if the product can be sold in quantity increments. Options: Yes / No

Stock Availability

Global

Determine the current availability of the product.

Options:

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In Stock

Make the purchase.

product

available

for

Out of Stock

Unless Backorders are activated, prevent the product from being available for purchase and remove the listing from the catalog.

Related Products

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

With a 2 column layout, the Related Product block often appears in the right sidebar.

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To setup Related Products Setting:

Step 1​Create a new product or edit product then go to ​Advanced Setting > ​Related Products.

Step 2​Use the filter controls to find the products that you want. In the list, mark the checkbox of any product you want to feature as a related product.

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Step 3​Tap ​Add Selected Product​, then​ Save.

Up-sells

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

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To setup Up-sells Setting:

Step 1​Create a new product or edit product then go to ​Advanced Setting​ > ​Up-sells.

Step 2​Use the filter controls to find the products that you want. In the list, mark the checkbox of any product you want to feature as an up-sell product.

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Step 3​Tap ​Add Selected Product​, then​ Save.

Cross-sells

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

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To setup Cross-sells Setting:

Step 1​Create a new product or edit product then go to ​Advanced Setting > Cross-sells.

Step 2​Use the filter controls to find the products that you want. In the list, mark the checkbox of any product you want to feature as a cross-sell product.

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Step 3​Tap ​Add Selected Product​, then​ Save.

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Magento 2 CMS In Magento 2, you can create new pages, blocks and widgets in Content Management System (CMS). With these 3 elements, you can combine them to make static pages for products and services information.

Add New Page

The interface of Pages, Blocks and Widgets in Content are the same with the interface in Products or Customers. Click on Add New Page button.

In Page Information, name your own Page and set a Custom URL for this page. You can also choose the store views and set this page enabled or disabled.

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In Content tab, add the heading and any widget for this page. You will create content for your page here.

In Design tab, choose layout for your page.

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You can also make custom design for your page here:

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Then, add some meta data for your page, like meta description or meta keywords.

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Finally, you can Save Page as your new page is done.

Add New Block

Block is used for many purposes, such as featuring different product categories on homepage, or separating product features on product pages. Navigate to Content -> Blocks. There you can Add New Block.

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Add all elements for your Block here, but remember the most important field is the Identifier because you need this to add your block into a page.

Finally, you can Save Block the same way you did with your Page.

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Add New Widget

You need to click on Add New Widget button in order to make new widget.

Then select the type of the widget and the design theme. After that, hit the Continue button.

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In Storefront Properties, input the Title and set the Store View for your widget. The Type and Theme are now locked. You can also update a layout for the widget as shown on the storefront.

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Well done, you complete your storeâ&#x20AC;&#x2122;s Content using Magento 2 CMS.

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Magento 2 Sales Management Today, we will walk through a very important part of Magento 2 â&#x20AC;&#x201C; Sales Management.

Letâ&#x20AC;&#x2122;s read the tutorial below for more information.

Introduce the Sales menu

The Sales menu lists transactions according to where they are in the order workflow.

You might think each option as a different stage in the lifetime of an order.

Menu Options

Orders: â&#x20AC;&#x2039;When a customer places an order, a sales order is created as a temporary record of the transaction. In the Orders grid, sales orders initially have a status of

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“​Pending​” and can be canceled at any time until the payment is processed. After payment is confirmed, the order can be invoiced and shipped.

Invoices: ​An invoice is a record of the receipt of payment for an order. Multiple invoices can be created for a single order, each with as many, or as few of the purchased products that you specify. Depending on the payment action, payment can be automatically captured when the invoice is generated.

Shipments: ​A shipment is a record of the products in an order that have been shipped.

As with invoices, multiple shipments can be associated with a single order, until all of the products in the order are shipped.

Billing Agreements: ​A billing agreement is similar to a purchase order, except that it isn’t limited to a single purchase. During checkout, the customer chooses Billing Agreement as the payment method. A billing agreement streamlines the checkout process because the customer doesn’t have to enter payment information for each purchase.

Transactions: ​The Transactions page lists all payment activity that has taken place between your store and all payment systems, and provides access to more detailed information.

Order Management

Order Workspace

Access ​Sales > Order to go to the Orders Workspace which lists all current orders.

Use the standard controls to sort and filter the list, find orders, and apply actions to 134

selected orders. You can view existing orders, and create new orders, filter the list, change and rearrange columns, and export data.

To apply an action to specific orders, mark the checkbox in the first column of each order. To select or deselect all orders, use the control at the top of the column.

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The Search box in the upper-left of the Orders grid can be used to find specific orders by keyword, or by filtering the order records that appear in the gridâ&#x20AC;Ś

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

Processing Order

When a customer places an order, a sales order is created as a temporary record of the transaction. The sales order has a status of “​Pending​” until payment is received. Sales orders can be canceled until an invoice is generated. An easy way to think of it is this: Orders become invoices, and invoices become shipments. The Orders grid lists all orders, regardless of where they are in the workflow.

● To view an order:

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Step 1​On the Admin sidebar, tap Sales. Then under​ Operations​, choose ​Orders​.

Step 2​Find the order in the grid, and in the ​Action​ column, click ​View​.

– A pending order can be modified, put on hold, canceled, or invoiced and shipped.

– A completed order can be reordered.

● To edit an order:

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Step 1​Find the order to be edited. Then in the Action column, click ​View​.

Step 2​Tap ​Edit​. When prompted to confirm, tap OK to continue . Make the necessary changes to the order.

Step 3​When complete, do one of the following:

– To save changes made to the billing or shipping address, tap ​Save​.

– To save changes made to line items, and reprocess the order, tap ​Submit Order​.

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● To place an order on hold​:

If the customer’s preferred method of payment is not available, or if the item is temporarily out of stock, you can put the order on hold.

Step 1​In the Orders grid, find the pending order that you want to place on hold.

Step 2​In the Action column, click ​View​.

Step 3​Tap ​Hold to place the order on hold. ​(When you are ready to return the order to an active state, repeat the process and tap Unhold).

● To cancel an order ​:

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Canceling an order changes its status from “Pending” to “Canceled.”

Step 1​In the Orders grid, find the pending order to be canceled.

Step 2​In the Action column, click ​View​.

Step 3​Tap ​Cancel​.

Create A New Customer Order

For registered customers who need assistance, you can create an entire order directly from the Admin. The Create New Order form includes all the information that is needed to complete the normal checkout process, with activity summaries from the customer’s account dashboard.

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● To create a new order​:

Step 1​On the Admin sidebar, tap ​Sales > Order​. Click on ​Create New Order > Create New Customer​. Find the customer in the grid, and open the record in edit mode.

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Step 2​Fill the required information in. Remember to add products from the catalog, tap “Add Products”​.

In the grid, mark the checkbox of each product to be added to the cart, and enter the Qty to be purchased. To override the price of an item, mark the ​Custom Price checkbox.

Then, enter the new price in the box below. To update the cart totals, tap ​Update Items and Quantities​.

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Complete the following sections as needed for the order: Apply Coupon Codes, Payment Method, Shipping Method, Order Comments.

Step 3​When complete, tap ​Submit Order​. A confirmation is sent to the customer, and the customer can view the order details from their account.

Custom Order Status

You can create custom order status settings of your own, assign them to order states, and set a default order status for order states. For example, you might need a custom order status for orders such as “packaging” or “backordered”, or for a status that is

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specific to your needs. You can create a descriptive name for the custom status, and assign it to the associated order state in the workflow.

● To create a custom order status:

Step 1​On the ​Admin sidebar​, tap ​Stores​. Then under ​Settings​, choose ​Order Status​.

Step 2​In the upper-right corner, tap ​Create New Status​.

Step 3​Under ​Order Status Information​ section, do the following:

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+ Enter a ​Status Code​ for internal reference.

+ Enter a ​Status Label​ to identify the status setting in both the Admin and storefront.

+ In the ​Store View Specific Labels section, enter any labels that are needed for different store views.

Step 4​When complete, tap ​Save Status​.

Allow Reorder Function

When enabled, reorders can be made directly from the customer account or from the original order in the Admin. Reorders are enabled by default.

● To configure customer reorders ​:

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

Step 2​In the panel on the left, under ​Sales​, choose ​Sales​.

Step 3​Expand the ​Reorder​ section. Set ​Allow Reorder​ to your preference.

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Invoices

An invoice is a record payment for an order. Multiple invoices can be created for a single order, and each can include as many or as few of the purchased products that you specify. You can upload a high-resolution logo for a print-ready PDF invoice, and include the Order ID in the header or customize the invoice template with your logo.

Create an Invoice

Creating an invoice for an order converts the temporary sales order into a permanent record of the order that cannot be canceled. A new invoice page looks similar to a completed order, with some additional fields.

● To invoice an order​:

Before creating an invoice, you must generated for the order first

Step 1​On the ​Admin​ sidebar, tap ​Sales > Orders​.

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Step 2​Find the order in the grid, select an order that you want to invoice. In the Action column, click ​View​.

In the upper-right corner, tap ​Invoice​. The new invoice page looks similar to a completed order page, with additional fields that can be edited.

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Step 3​Check all the information then tap ​“Print”​ to print invoice:

Shipments

The Shipments grid lists the shipment record of all invoices that have been prepared for shipping. A shipment record can be generated when an order is invoiced.

● To view or print a shipment record:

Step 1​On the​ Admin​ sidebar, tap ​Sales > Shipments.

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Step 2​Select a shipment record that you want to view. In the Action column, click on “View”​, then click on ​“Print”​ button.

Credit memo

A credit memo is a document that shows the amount that is owed to the customer. The amount can be applied toward a purchase, or refunded to the customer. You can print a credit memo for a single order, or for multiple orders as a batch. Before a credit memo can be printed, it must first be generated for the order. The credit memo grid lists the credit memos that have been issued to customers.

● To create a credit memo​:

Step 1​On the Admin sidebar, tap ​Sales > Orders​.

Step 2​Find a ​completed order in the grid. Then click ​“View” to open that completed order.

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Step 3​Tap “​Credit Memo​” button in the upper right corner (this button appears only after an order is invoiced) and update the necessary information.

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The New Credit Memo page looks similar to the completed order page, with an Items to Refund section that lists each item from the invoice (if an online payment method was used, you will not be able to edit these fields).

_ Return to Stock: ​If the product is to be returned to inventory, mark the checkbox.

_ Qty to Refund: ​Enter the number of items to be returned. Then tap ​“Update Qty’s” button.

Scroll down to the ​Refund Totals​ section and do the following:

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_ Refund Shipping: ​Enter any amount that is to be refunded from the shipping fee. This field initially displays the total shipping amount from the order that is available for refund.

_ Adjustment Refund: ​Enter a value to be added to the total amount refunded as an additional refund that does not apply to any particular part of the order (shipping, items, or tax).

_ Adjustment Fee: ​Enter a value to be subtracted from the total amount refunded. This amount is not subtracted from a specific section of the order such as shipping, items, or tax.

_ Credit Memo Comments: ​Enter the text in the box to add a comment.

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_ Email Copy of Credit Memo: ​Mark the checkbox to send an email notification to the customer.

_ Append Comments: ​Mark the checkbox to include the comments you have entered in the email.

Step 4​To complete the process and generate the credit memo, choose one of the following refund option buttons, according to the payment type: “​Refund Offline​” or “​Refund Online​”.

● To view any credit memos​:

In admin sidebar on the left, choose ​Sales > Credit Memos​. Any credit memos that are associated with this order appear in the list.

Billing Agreements

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The Billing Agreements grid lists all billing agreements between your store and its customers. The store administrator can filter the records by the customer or billing agreement information including billing agreement reference ID, status, and creation date.

Each record includes general information about the billing agreement, and all sales orders that have used it as a payment method. The store administrator can view, cancel, or delete customer’s billing agreements. A canceled billing agreement can be deleted only by the store administrator.

● To view billing agreements​:

In admin sidebar on the left, choose ​Sales > Billing Agreements​.

Transactions

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The Transactions grid lists all payment activity that has taken place between your store and a payment system, and provides access to more detailed information.

To view transactions, in ​Admin​ sidebar on the left, choose ​Sales > Transactions​.

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Tax Rate, Payment and Shipping Methods in Magento 2 Read the tutorial below to understand Tax Rate, Payment and Shipping Methods in Magento 2.

Taxes Management

Magento 2 allow you to create and set different Tax Rates for certain locations and/or product types. You need to know about how to add a Tax Rate and a Tax Rule to well-manage Magento 2 taxes system.

Add a Tax rate

Tax rates generally apply to transactions that take place within a specific geographical area. The Tax Zones and Rates tool enables you to specify the tax rate for each geographical area from which you collect and remit taxes. Because each tax zone and rate has a unique identifier, you can have multiple tax rates for a given geographic area (such as places that do not tax food or medicine, but do tax other items). Follow ​these 3 steps​ below to add a tax rate.

Step 1​On the Admin sidebar, tap “​Store​” then choose “​Tax Zones and Rates​”.

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Step 2​In “Tax Zones and Rates” interface, click on “Add New Tax Rate” button.

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Step 3​Configure the new tax rate information then press the “Save Rate” button.

_ Tax Identifier: ​The name of the tax used for internal identification.

_ Zip/Post is Range: ​If selected you will be able to set up a Range of Post codes in the two fields below this one.

_ State: ​The State on which you wish to impose the Tax Rate (if your country does not have States, this option will be in gray).

_ Country: ​The Country on which you wish to impose the Tax Rate.

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_ Rate Percent: ​The Tax Rate percentage the customer will need to pay.

Add a Tax Rule

Tax rules incorporate a combination of product class, customer class and tax rate. Each customer is assigned to a customer class, and each product is assigned a product class.

Magento 2 analyzes the shopping cart of each customer and calculates the appropriate tax according to the customer and product classes, and the region (based on the customer’s shipping address, billing address or shipping origin. Follow these ​3 steps below to implement a Tax Rule.

Step 1​On the Admin sidebar, tap “Store” then choose “Tax Rules”.

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Step 2​In “Tax Rules” interface, click on “Add New Tax Rule” button.

Step 3​Configure the new tax rate information.

In the ​Tax Rule Information part of the configuration, you will need to put a ​Name for the Tax Rule and select the Tax Rate for it.

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Expand the ​Additional Settings​ and you will see a few more options to configure:

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_ Customer Tax Class: ​Customer Tax Classes are used in certain cases when the purchase is not retail (wholesale for example).

_ Product Tax Class: ​Different types of products have different Tax Classes (food and electronics for example). To better manage your products, you can create a new Tax Class here that corresponds to the product’s type.

_ Priority: ​The priority of this class when calculating from multiple tax rules (if two classes have the same priority they will be added during tax calculation).

_ Calculate off Subtotal Only: ​If you want taxes to be based on the order subtotal, mark the checkbox.

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_ Sort Order: ​Modifying this will change the display order of the tax if more than one tax can be selected (lower is higher with 0 being displayed on top).

When complete, tap “​Save Rule​” button.

Payment methods

Magento Community Edition 2.1 supports a variety of payment methods, services, and gateways that you can offer for your customers’ convenience. There are ​3 main payment methods​: Offline Payments; Online Payments; Payment Card Industry (PCI) Compliance.

Offline Payment Method

Magento 2 allows you to accept payments offline by check or money order. The Check/Money Order payment method is enabled for your story by default. You can accept checks and money orders from only some specific countries, and fine-tune the configuration with minimum and maximum order total limits.

● To configure offline payment method by check or money order

Step 1​On the Admin sidebar, tap “​Stores”​. Then under Settings, choose “​Configuration”​. In the panel on the left under Sales, choose “​Payment Methods”​.

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Step 2â&#x20AC;&#x2039;Expand the Check/Money Order section. Then, do the following:

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_ Enabled: ​To accept payment by check or money order, set “Yes”.

_ Title: ​Enter to identify the Check/Money Order payment method during checkout.

_ New Order Status: ​Set “​Pending​” until receipt of payment is confirmed.

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_ Payment from Applicable Countries: ​Set “​All Allowed Countries​” – customers from all countries specified in your store configuration can use this payment method. Set “Specific Countries” to select each country in the list where customers can make purchases from your store.

_ Make Check Payable To: ​Enter the name of the party to whom the check must be payable.

_ Send Check To: ​Enter the street address or PO Box where the checks are mailed.

_ Minimum and Maximum Order Total: ​The order amounts required to qualify for this payment method. An order qualifies if the total falls between, or exactly matches, the minimum or maximum total values.

_ Sort Order: ​Enter a number to determine the position of Check/Money Order in the list of payment methods that is shown during checkout (0 = first, 1 = second, 2 = third, and so on).

Step 3​When complete, tap “​Save Config​” button.

Online Payment Method

Magento 2 allows you to accept payment that is transferred from a customer’s bank account and deposited into your merchant bank account.

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● To configure online payment method by bank transfer payments:

Step 1​On the Admin sidebar, tap “​Stores”​. Then under Settings, choose “​Configuration”​. In the panel on the left under Sales, choose “​Payment Methods”​.

Step 2​Expand the​ Bank Transfer Payment ​section. Then, do the following:

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_ Enabled: ​Set “Yes” to active Bank Transfers.

_ Title: ​Enter to to identify the Bank Transfer Payment method during checkout.

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_ New Order Status: ​Set “​Pending​” until receipt of payment is authorized.

_ Payment from Applicable Countries: ​Set “All Allowed Countries” – customers from all countries specified in your store configuration can use this payment method.

Set ​“Specific Countries” – Select each country in the list where customers can make purchases from your store.

_ Instructions: ​Enter the instructions your customers must follow to set up a bank transfer. Depending on the country where your bank is located and the requirements of the bank, you might need to include the following information: Bank account name, Bank account number, Bank routing code, Bank name, Bank address.

_ Minimum and Maximum Order Total: ​Set the amounts required to qualify to use this payment method. An order qualifies if the total falls between, or exactly matches the minimum or maximum total values.

_ Sort Order: ​Enter a number to determine the position of Bank Transfer in the list of payment methods during checkout (0 = first, 1 = second, 2 = third, and so on).

Step 3​When complete, tap ​“Save Config”​ button.

PCI Compliance Payment Method

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The Payment Card Industry (PCI) has established a set of requirements for businesses that accept payment by credit card over the Internet. For example, we will show you how to use the PayPal Express Checkout method:

Step 1​On the Admin sidebar, tap “​Stores”​. Then under Settings, choose “​Configuration”​. In the panel on the left under Sales, choose “​Payment Methods”​.

Step 2​Find the PayPal Express Checkout ​section and press “​Configure​” button. Then do the following:

1​Open Express Checkout options and click on the “​Get Credentials from PayPal” button.

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This will open a new window of your browser to PayPal’s login page. Once logged in, Magento 2 will automatically copy the required information from your Paypal account to API configuration process.

2​From the ​Basic Settings ​you can configure:

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_ Title: ​The title of the payment method.

_ Sort Order: ​Modifying this will change the display order of the payment method if more than one are available (lower is higher with 0 being displayed on top).

_ Payment Action: ​You can choose between Authorization and Sale. If you choose Authorization, you will have to authorize the payments before they can be processed. If you choose the Sale option, the customer will be charged immediately after they pay.

_ Display on Product Details Page: ​Set “Yes” to allow the payment method to be visible on the details page of every product (recommended).

3​From the ​Advanced Settings ​you can configure:

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_ Display on Shopping Cart: ​Select “Yes” to display the method in the shopping cart (recommended).

_ Payment Applicable From: ​If you want to allow only some Countries to use PayPal Express choose them here.

_ Debug Mode: ​Set “Yes” to write communications with the payment system into the log file.

_ Enable SSL verification: ​Set “Yes” to enable host authenticity verification.

_ Transfer Cart Line Items: ​Enabling this will show all of the purchased item in the PayPal Transaction details during the payment process.

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_ Transfer Shipping Options: ​Transfers the Shipping Options from your Magento 2 Store to the PayPal window during the payment process.

_ Shortcut Buttons Flavor: ​You can choose either dynamic or static shortcut buttons.

_ Enable PayPal Guest Checkout: ​Set “Yes” to allow customers without PayPal accounts to make a purchases with this method.

_ Requires Customer’s Billing Address: ​Set “Yes” and the customer will have to fill this billing address (not recommended as it adds additional step to checkout process).

_ Billing Agreement Signup: ​If enabled, once a customer makes a purchase, he can choose whether or not his next purchases to ask for his billing details or directly use the one he has used before (we recommend using the Ask customer instead of Auto, if you wish to have billing agreement as a configurable option).

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_ Skip Order Review Step: ​Set “Yes” to allow the customer to complete the transaction from the PayPal site without returning to your Magento store for Order Review.

Step 3​You will also be able to set the front-end looks by adding a logo and choosing the style and colors for the PayPal Merchant Pages. When complete, click “​Save Config​” button.

Shipping methods

By default, Magento 2 supported ​4 shipping methods which are: Free Shipping, Flat Rate, Table Rates, Dimensional Weight (Carriers).

Free Shipping

With no doubt, Free shipping is one of the most effective promotion methods in every E-commerce business, you can easily set up this by using Magento 2 free shipping rules, which is automatically set free shipping for a product if it meets the custom condition that you choose before. For example, you want to set a free shipping over $100, all customers who have orders more than $100 will get free shipping coupon immediately.

● To Setup Free Shipping method​:

Step 1​Go to Store > Configuration > Sale > Shipping Methods.

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Step 2â&#x20AC;&#x2039;At â&#x20AC;&#x2039;Free Shipping menu, you fill in the information that Magento 2 required includes:

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1,​ Set “Yes” to turn on Free shipping in ​Enable​ box.

2,​ Fill in ​Title box​ and ​Method name.

3,​ Enter the ​Minimum Order Amount​ to qualify for free shipping.

4, In the ​Displayed Error Message box, type the message to appear if free shipping becomes unavailable.

5, Choose a suitable value in ​Ship to Applicable Countries box: All Allowed Countries or Specific Countries.

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6,​ In ​Show Method if Not Applicable​ you can choose 2 options: Yes or No.

7, Enter a ​Sort Order number to determine the position of free shipping in the list of shipping methods during checkout. You can choose 1, 2, 3…

Step 3​After finish all of above configuration, you can click ​“Save Config”​ button

● To Enable Free Shipping in the Carrier Configuration:

Step 1​From the Shipping Methods configuration, click to expand the ​UPS ​section.

Step 2​Expand the UPS section. Then do the following:

1,​ Set ​Free Method​ to “​Ground​”.

2, To require a minimum order for free shipping, set ​Free Shipping with Minimum Order Amount​ to “Enable”.

3,​ Enter the required amount in the Minimum Order Amount for Free Shipping field.

Step 3​When complete, tap ​“Save Config” ​button.

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Flat Rate Shipping

In Magento 2 flat rate shipping is a fixed option for customers, in this way, the charge can be predefined for each product or order. There are many store-owners use this shipping method because of the simple and useful benefit that it brings.

● To Setup Flat Rate Shipping method​:

Step 1​Go to Store > Configuration > Sale > Shipping method, expand ​“Flat Rate”​ tab.

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Step 2​You need to fill in needed information in all blank boxes. Follow the instruction below:

1,​ Set ​Enable​ to “Yes”.

2,​ Fill in ​Title​ for your Flat rate method and ​Method Name.

3,​ Choose which ​Type​ of Flat rate shipping that you prefer: Per order/Per item.

4,​ Enter the ​Price​ that you want to charge for flat rate shipping.

5, Calculate Handling Fee​: You can calculate shipping fee with fixed amount or percent amount.

6, Displayed Error Message​: Customize your message to customers when something goes wrong.

7, Ship to Applicable Countries​: You can apply Magento 2 flat rate shipping for a specific country by using this option.

8, Enter a ​Sort Order number to determine the position of the Flat Rate in the list of shipping methods during checkout.

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Step 3​After finish, hit “​Save config​” button.

Table Rate Shipping

With Table rate shipping method in Magento 2, customers can have the smartest choice for their shipping option, based on data from many fields like Weight, Destination, Price… When customers choose an option, your store will automatically estimate the shipping fee for their order.

There are ​4 steps that you need to finish to set-up Magento 2 table rate shipping method.

Step 1​Default Settings.

Firstly, we need to complete default setting for Table Rate, you can go to Table rate menu by following this path: ​Store >> Configuration >> Sale >> Shipping Methods​, then expand the ​Table rate​ configuration then follow the below instruction:

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1, Enable​: Turn it to Yes.

2, Title​: Fill in the title that you want.

3, Method Name​: This config will define how it call in checkout page.

4, Condition​: In this box, you need to choose the formula that your store will use to calculate the shipping fee: Weight vs Destination; Price vs Destination; Number of item vs Destination.

5, Include Virtual Products in Price Calculation you should turn to Yes if your store has virtual product.

6, Calculate Handling Fee​: You can set to fixed or percent.

7, Displayed Error Message​: Customize your message to customers if there is any problem.

8, Ship to Applicable Countries​: You can set table rate shipping method in Magento 2 to multiple countries by using this option, just choose which countries you want.

9, Sort Order​: Position of this option in the checkout page. You can set 0,1,2,3.

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When you finish everything, hit Save config button to apply your change with Magento 2 table rate shipping method.

Step 2​Build Table Rate Data.

Choose the Store view to where you want to apply these changes:

In the upper-left corner, set Store View to “​Main Website​” or to any other website where the configuration applies. When prompted to confirm, tap ​OK​. You can see Import and Export were placed next to ​Use default buttons. We have to change the Condition here so we need to clear ​Use Default Checkbox​, choose another option.

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Click ​Export CSV and download this file to your computer. Why do we need to download this file? We will edit the data inside it with our data. After finishing editing data, save changes.

Step 3​Import the Table Rate Data.

In the previous step, you have to export and edit the data in Table Rate, now you need to Import it back to the server. Return to the Table Rates section of your store configuration.

1,​ In the upper-left corner, set ​Store View​ to the website where this method will be used

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2, Next to the Import field, tap ​Choose File​. Select your completed “​tablerates.csvfile”​, and import the rates.

When complete, click​ Save Config​.

Step 4​Configure the Rates.

To make sure that the table rate data is correct, go through the payment process with several different addresses to make sure the shipping and handling rates are calculated correctly.

Dimensional Weight (Carriers)

With Magento 2 dimensional weight, customers have to pay for shipping based on their product’s space. It means that carriers will base on package volume of products – the amount of space that product takes in the stock of carrier. Now dimensional weight is quite popular because of there are many providers offer this such as: DHL, FedEx, UPS, USPS. In later tutorial, we will talk about this.

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Promotion in Magento 2 As one of the leading E-commerce platforms, Magento 2 has many powerful Marketing Tools. First we will dig deep to the field of Promotion, with two types of price rules to create a promotion. While Catalog Price Rules are discounts applied for products in category or product pages, Cart Price Rules are only applied after a product had been added to cart. Let’s take a look at these two types.

Catalog Price Rules

In Catalog Price Rules, click ​Add New Rule​.

Rule Information

Create ​General Information​ such as:

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_ ​Rule Name​: Choose the name which describe the meaning of the Rule much.

_ ​Description​: Give it some descriptions as you wish.

_ ​Status​: Make it Inactive or Active.

_ ​Websites​: If your Magento installation has a hierarchy of websites, stores, or views, you could simply choose those you want by clicking on them one by one.

_ ​Customer Groups​: Choose the customer groups will be benefited from your Promotion Rule.

_ ​From – To​: Choose the Time Limit of your Promotion.

_ ​Priority​: If you have other Rules in same period, set the priority of this one (lower number means higher priority with 0 being the highest).

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Conditions

Donâ&#x20AC;&#x2122;t add conditions if rule is applied to all products. You can narrow the rule to specified categories or attribute sets. Just do this as the images below:

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And the result will be:

If you want to add conditions for specified attribute sets, click and do the following:

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For categories, you can do the following:

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In case you want to combine more conditions, select Conditions Combination:

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Actions

You create your discount method here:

_ ​Apply​: Select discount method, which can be: Apply as percentage of original, Apply as fixed amount, Adjust final price to this percentage, Adjust final price to discount value.

_ ​Discount amount​: select the amount of discount.

_ ​Subproduct discounts​: Select Yes to enable discount for subproduct.

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Finally, you can save and ​Apply this Rule​ to take effect.

Cart Price Rules

In Cart Price Rules, select ​Add New Rule​.

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Rule Information

Create ​General Information​ such as:

_ ​Rule Name​: Choose the name which describe the meaning of the Rule much.

_ ​Description​: Give it some descriptions as you wish.

_ ​Status​: Make it Inactive or Active.

_ ​Websites​: If your Magento installation has a hierarchy of websites, stores, or views, you could simply choose those you want by clicking on them one by one.

_ ​Customer Groups​: Choose the customer groups will be benefited from your Promotion Rule.

_ ​Coupon​: Choose Specific Coupon or just select No Coupon.

_ ​Uses per Customer​: If enabled coupon for Customer, you can set the limit use of coupons for each customer.

_ ​From – To​: Choose the Time Limit of your Promotion.

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_ â&#x20AC;&#x2039;Priorityâ&#x20AC;&#x2039;: If you have other Rules in same period, set the priority of this one (lower number means higher priority with 0 being the highest).

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Conditions

Leave blank if rule is applied to all products. First click to the button, then do as the following:

_ Product attribute combination, choose from the cart attributes: subtotal, total items quantity, total weight, payment method, shipping method, shipping postcode, shipping region, shipping state/province, shipping country.

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_ If total quantity or total amount is fixed value for a subselection of items in cart matching all of these conditions, choose Products subselection.

_ ​Condition Combination​ is the same with Catalog Price Rules.

Actions

You make the value of the discount here. Notice these fields:

_ ​Apply​: Select the discount method: Percent of product price discount, Fixed Amount discount, Fixed Amount discount for whole cart, Buy X Get Y Free.

_ ​Discount amount​: fill in the amount for discount.

_ ​Maximum Qty Discount is Applied To​: Select the quantity of products after which the discount will be applied

_ ​Discount Qty Step​: For Buy X Get Y Free method, you need to buy a number of X in order to get Y free.

_ ​Apply to Shipping Amount​: In case you want to apply discount to shipping also.

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_ ​Free Shipping​: Enable Free shipping or not.

And you can make more conditions for cart items like this:

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Labels

You can set labels for your discount:

_ ​Default Rule Label for All Store Views​: The name of label for your discount.

_ ​Store View Specific Labels​: Choose what labels to have on the different store views of your site.

Finally, you can save and ​Apply this Rule​ to take effect.

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Magento 2 Customers Introduction

The main dashboard of Customers tab in Magento 2 backend consists of:

1, ​Search bar​: Find your customers efficiency and easily, narrow the list.

2, ​Action box​: Delete, subscribe/unsubscribe customer from newsletter, assign a customer group or edit customer.

3, ​Filter​: Narrow the list of customer by variety of filter options.

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4, ​Number per page​: Change to show a number of customers at one page.

5, ​Columns​: Edit the visible columns shown in table of customers.

6, ​Export​: Export all customers database in CSV or Excel XML.

7, ​Add New Customer​: Simply add a new customer.

8, ​Table of Customers​: Find and Edit the data of customers.

How to add a new customer

In backend, the Administrator can add a new customer manually or import from a customer list. In frontend, Customer can sign up to be a new customer of your website.

Add manually

Click ​Add New Website button. In ​Account Information​, there are 4 compulsory fields.

The rests are optional to fill or not. Then you need to Save Customer.

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In ​Addresses​, the steps are the same.

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Import from lists

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If you have a list, go to â&#x20AC;&#x2039;System -> Data Transfer -> Importâ&#x20AC;&#x2039;, then you can import your file via Customers And Addresses, Customers Main File or Customers Addresses. You should download sample file and edit the information.

Register by customers

Your customer can also register in frontend and their information will be saved in the backend.

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Customer Configuration

Finally, you need to know about ​Customer Configuration in Stores Tab. There are 5 configuration for customers, including of: Newsletter, General Customer Configuration, Wish List, Promotion and Persistent Shopping Cart. Navigate to ​Stores -> Configuration​.

Newsletter is where you set up your newsletter configuration,

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Customer Configuration is composed of many fields. You can look at the image below to know the required value for each field.

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Wish List can also be fixed like that:

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Third party solution for Magento 2 Magento 2 extension wonâ&#x20AC;&#x2122;t just be wonderful for all your necessary task. Thatâ&#x20AC;&#x2122;s why your online store needs more third party solutions for Magento 2. Well, there are lots of them, but for a typical store owner, you should notice these two most: the live chat system and the ticket system.

Live chat system

Live chat system is an online customer service software with live support and some web analytics capabilities. There are now 2 most well-known live chat systems which are developed and worked well in SaaS (Software as a Service) business like Magento 2: Zendesk chat (formerly Zopim chat) and Intercom. Letâ&#x20AC;&#x2122;s see the table of comparison between these two:

Overall features

Zendesk chat

Intercom

x

x

Trigger

x

x

Tracking and Live Analytics

x

x

Live chat message

and

instant

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Mobile app

x

Offline mode

x

History chat

x

x

x

Team Inbox

x

Appearance Customization

x

x

Email Composer

x

Zendesk chat

Price

Min $11.2

Intercom

Min $49

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Available plans

Engage + Learn + Support: from $57

Lite – ​Free

● 1 Agent ● For your company ● Everything for Marketing, Product, and Support to connect with customers.

Acquire: ​flat $49

● For sales and support teams ● Talk to visitors on your website to help them become customers

Engage: ​from $49

Basic – ​$11.20/agent/month (yearly) or $14/agent/month (monthly)

● ● ● ● ●

Unlimited Agents Unlimited Chats 2 Triggers 2 Departments Widget Customization

Advanced – (yearly) or (monthly)

​ 20/agent/month $ $25/agent/month

● Unlimited Triggers ● Unlimited Departments ● Rest API ● Operating Hours

● For marketing teams

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● Guide new signups to become active customers

● Chat Reports

Premium – (yearly) or (monthly)

​ 44/agent/month $ $55/agent/month

Learn: ​from $49

● For product teams ● Get quality product feedback from the right customers

● Widget Unbranding ● Agent Reports ● Real-Time Monitoring ● High Load Dashboard ● 24/7 support

Support: ​from $49

● For support teams ● Streamline support for your team and your customers

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Observe: ​free forever

● For company ● See who customers and what do in product

your your are they your

Available Languages

USA, UK, Canada, Europe, Asia, Australia, China, Germany, India, Japan, Latin America, Middle-East

USA, UK, Canada, Europe

Business Size

Small Business | Medium Business | Large Enterprises | Freelancers

Small Business | Business | Freelancers

Website

https://www.zopim.com/

https://www.intercom.com/

OS supported

● ● ● ● ●

Windows Mac Android iOS Web-based

Medium

● Windows ● Mac ● Android

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● iOS

Supported Integrations

Zopim supports integration with the following business systems and applications:

● Zendesk ● Google Analytics ● Salesforce ● Highrise

Intercom offers integrates with applications:

an API and the following

● Driftrock Audience ● Usersnap ● Stripe

Custom

Support ticket system

A ticket system is a computer software package that manages and maintains lists of issues, as needed by an organization. Notable supported Ticket systems for Magento 2 are Zendesk ticket and Kayako.

Available features

Zendesk

Kayako

Email to Ticket Conversion

x

x

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Knowledge Base

x

x

Self Service Portal

x

x

Level

x

x

Ticket scenario

x

x

Community Portal with Idea Management & Voting

x

x

Multi-language & multi-time zone support

x

x

Satisfaction Surveys

x

x

Multiple Service Agreement policies

Automations routing, automations

â&#x20AC;&#x201C;

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Zendesk

Price

Available plans

$25

Kayako

$24

● Regular ($25 per month, billed annually; $29 if monthly): per agent; customer satisfaction ratings; domain mapping ● Plus promo ($49 per month, billed annually; $59 if monthly): per agent; insights; internal knowledge base, time tracking ● Enterprise ($125 per month, billed annually; $139 if monthly): per agent; launch guidance; free light agents; ticket forms; custom roles ● Enterprise Elite ​($195 per

● Case ​($24 per month, billed annually or $29 monthly): per agent; ticket and email management; intelligent ticket routing and workflows; set targets and track reply deadlines ● Engage ($24 per month, billed annually or $29 monthly): per agent; roll-out live chat; real-time visitor monitoring; voice and click-to-call ● Fusion ($39 per month, billed annually or $49 monthly): per agent; email + tickets + live chat + calls; every

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month, billed annually)

conversation tracked

Available Languages

USA, UK, Canada, Europe, Asia, Australia, China, Germany, India, Japan, Latin America, Middle-East

USA, UK, Canada, Germany, India, Japan

Business Size

Small Business | Large Enterprises | Medium Business | Freelancers

Small Business | Large Enterprises | Medium Business | Freelancers

Website

https://www.zendesk.com/

https://www.kayako.com/

OS supported

● ● ● ● ● ●

Windows Mac Android iOS Blackberry Linux

Supported Integrations

● 123Contact Form ● 3CLogic ● AgileCRM ● AppGuru

● ● ● ● ●

Windows Mac Android iOS Linux

● ● ● ● ●

Basecamp Drupal Freshbooks Joomla Mailchimp

China,

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● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ●

Azuqua Capsule CRM Cart 66 Cisco DTK ClickDesk Live Chat Cloud Magic Drupal FreshBooks Google Apps Hootsuite Infusionsoft Joomla!

LiveChat MailChimp Microsoft Dynamics Olark Live Chat Podio SAP Business One WordPress Zopim Chat

● Salesforce ● SAML Single Sign-on ● WHMCS ● WordPress ● Yammer ● More apps from Kayako community ● REST API integrates with your apps and backend systems

Conclusion

Because Zendesk chat and Zendesk system, these two systems are working well together. Zendesk chat is considered better than Intercom, both in price and functions.

We have used many different live chat and ticket system, but we are now happy with the current Zendesk chat and ticket system.

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