Magento Handbook Client Name agency.info@nublue.co.uk 0800 033 7074 1
Content 1. What is Magento? 3 2. Logging in 4 Your Login Information 4 The Magento Dashboard 4 3. Understanding Products 5 Simple Products 5 Configurable Products 5 Grouped Products 6 Bundled Products 6 Downloadable Products 7 Virtual Products 7 Product Relationships 8 Product Attributes 8 Product Categories 9 4. Managing Products 10 Viewing Products 10 Adding Products 11 Editing Products 11 Deleting Products 11 5. Managing Customers 12 Viewing Customers 12 Adding Customers 13 Editing Customers 13 Deleting Customers 13 6. Managing Orders 14 Viewing Orders 14 Creating Orders 15 Order Options 15 7. Business Management 16 Managing Users 16 Creating Reports 16 Magento Connect 17 CMS 18 Creating and Managing Promos 19 agency.info@nublue.co.uk 0800 033 7074 2
What is Magento? Magento is a fantastic ecommerce web application which powers over 150,000 online stores around the world. If you re looking for a concise and effective way to build your online stores and improve your sales and customer base, then the Magento platform is precisely what you need. Owned by ebay, there are a myriad of features available and three different Magento flavours: Enterprise, Go and Community. With Magento Enterprise, user get direct technical support from Magento, and the product comes bundled with a number of Enterprise features out of the box. The Magento Community Edition who this guide is primarily for has been downloaded over 4 Million times and has over 5,000 extensions available for it. Magento Go is a hosted solution designed for small business looking to get involved in ecommerce quickly and easily. Companies who use Magento include Nike, Lindt and Samsung. Useful Resources Magento Forum Magento Wiki Magento Connect Magento Knowledge Base agency.info@nublue.co.uk 0800 033 7074 3
Logging In Your login information The Magento dashboard Admin URL: User Name: Password: www.myshop.com/login myname@myshop.com P455w0rd Your dashboard shows you important information at a glance. It is a snapshot of the key elements of your online business. It is the first thing you will see when you log in. It will show you your sales and revenues: Lifetime Sales shows you the sales you ve made since your store opened; Average Orders shows the average of each sale. There is a chart with sale dates, which you can select the date range for. The dashboard shows you a small breakdown of tax and shipping costs. You can also see the last 5 orders in your store, the last 5 search terms, and the top 5 search terms. How to login Go to your admin URL. Enter your username and password and click Login. If you forget your details, click Forgot your password? to send a password reminder to your email address. Make sure your password is strong (at least 8 characters, with one number, capital letter and symbol). agency.info@nublue.co.uk 0800 033 7074 4
Understanding Products Magento has six different products types with various functions. Before choosing a product type for your items, it s a good idea to look at the following and see which most suit. Simple Products As the name suggests, this is the most basic of product types. It is the most commonly used product type for Magento sites. It refers to products that require no additional options or specific selectable variations, and are bought by themselves. Think of them as your one-size-fits-all items. Examples could include a DVD, a 42 television or a mug. Configurable Products A configurable product is a single item with selectable variations. This could be a t-shirt available in 5 different sizes and three different colours. This would produce fifteen variations, so it is preferable to group them into one configurable product. Each option represents a separate, simple product with a distinct SKU (stock keeping unit), which makes it possible to track inventory for each variation. Using the t-shirt example, you would create the fifteen variants as single products and add these to a configurable product. Each selectable variation has its own cost, which is useful if different variations of a product are charged at different prices. agency.info@nublue.co.uk 0800 033 7074 5
Understanding Products Grouped Products A grouped product is a set of combined simple products, and displays several products on one page. Think of a knife set, with four knives in different sizes and styles. Customers could buy these items individually, but you could offer a discounted price if they buy all four as a set. Grouped products offer an incentive for a customer to buy more than one thing from you. A common use for this product type would be on a fashion website where you wanted to give customers the option to buy a complete outfit for example. You can also use grouped products to offer variations of a single product, or group them together by theme, season, etc. Bundled Products A bundled product lets your customers add one or more simple products to the basket, which aren t normally sold separately, but are shown in the basket as one product. To give an example, this could be a computer where the customer can choose a hard disk, processor, memory, etc. You would give the customer an assortment of options, which they can build from. It doesn t have to be a physical product either. You could make a virtual bundle if you like. agency.info@nublue.co.uk 0800 033 7074 6
Understanding Products Downloadable Products Downloadable products are products which the user can download directly from your website after completing a purchase. Downloadable products are typically used for items such as music, fonts or ebooks. A downloadable product will allow you to specify a URL within your web space where a file resides. Virtual Products Virtual products, allow you to sell products which are not physical or downloadable. Typically this will be products such as a support package, a service or maybe a warranty. Virtual products are exempt from shipping rules. agency.info@nublue.co.uk 0800 033 7074 7
Understanding Products Product Relationships Product relationships are used to create links between products. They come in three varieties: Up-sell products, Related products, and Cross-sell products. An up-sell tries to get the customer interested in buying another product instead of the product they are viewing. This would appear on the product page, and may be a more expensive model of the same product, or have additional features. For example, you could be selling a 4GB ipod Nano, but want the customer to purchase the 8 or 16GB model instead. Related products also appear on the product info page, but are meant to be purchased along with the product the customer is viewing. So, a skirt that might be related to a top by the same brand. Cross-sells appear on the shopping cart page, and are an incentive to get a customer to buy more things in addition to their chosen product. If they chose an ipod Nano, some headphones may be shown. Product Attributes A product attribute is a property related to a specific product. This sounds rather vague, but it generally refers to colour, description, pictures, size etc. This differs from Categories, which can be seen as a place where your product lives Electronics or Confectionary, for example. You don t typically have Colour as a category for your store front; unless that s the type of shopping experience you want your customers to have. If we re talking about t-shirts, you may want to apply several attributes: size, colour, type, design. Within these attributes you would have several descriptors. For colour this would obviously be the selection of colours your t-shirts are, for size it would be the different sizes. This is handy because shoppers can use the search function to find items quickly. They might look for short-sleeved, and the search would bring up all of your short-sleeved t-shirts. agency.info@nublue.co.uk 0800 033 7074 8
Understanding Products Product Categories Product categories, allow you to make sense of your product catalaogue by assigning each product to a suitable product category. If you sell car parts for example, you might want to create categories for exhausts, batteries, cleaning kits etc.. Categories can be pulled out into the website navigation so users of your website can easily find the product they are looking for. A product can be assigned to more than one category, so using the car parts example, a new break light bulb, may be present in an accessories category and also in the lights and bulbs category. Categories can be sorted into a category tree, to allow you to break down your categories into top level and sub categories. So you may have a category for all your Honda car parts, and below this have sub categories for Honda exhausts, batteries and cleaning kits. agency.info@nublue.co.uk 0800 033 7074 9
Managing Products You can manage your products by clicking Manage Products under the Catalog tab. Here you can see your products at a glance, add more products, edit and delete them. Viewing Products When you first click Manage Products, all of your products show up in a list. The list acts as a quick overview. You can view up to 200 items per page. From here you can select an item and perform one of three quick actions: delete, change status (whether you want to show the product or not) and change attributes. You can search for products or filter by name (A-Z), type (simple, grouped etc), attribute set name (colour, etc), SKU, price (or enter a price range), quantity, visibility (where it shows up in your store), and status. agency.info@nublue.co.uk 0800 033 7074 10
Managing Products Adding Products When you click to Add Product, you will be asked what product type you want, as well as any attribute sets you want to associate with it. You are then presented with a screen to fill in your item details. You don t have to fill out everything, though. It is mandatory to add General information on the item name, description, SKU, weight, status, visibility, price, tax class and quantity.the other options meta information, images, product relationships etc. can be added later. Click Save when you re done. Editing Products On the item list screen, you can click Edit to edit the details of your selected product. You can alter the details using the same options as when you created the product. Click Save or Save and Continue Edit when you re done. Deleting Product You can delete a product in two ways. You can delete it from the item list screen, by selecting the product(s), and clicking Delete from the Actions drop-down menu, then pressing Submit. Or you can delete it on the editing page for that product. A pop-up will ask if you are sure. Click OK to delete. agency.info@nublue.co.uk 0800 033 7074 11
Managing Customers Under the Customers tab, you can manage all your customers, change customer groups, and see who is online. Viewing Customers When you click Manage Customers, all of your customers show up in a list. The list acts as a quick overview. You can view up to 200 customers per page. From here you can select a customer and perform one of four quick actions: delete, subscribe or unsubscribe them from a newsletter, or put them in a group. You can also export your contacts to CSV or Excel XML. You can search for customers or filter by ID number, name (A Z), email, group (including your own custom groups) telephone, zip, countries, region and customer since. agency.info@nublue.co.uk 0800 033 7074 12
Managing Customers Adding Customers Click Add New Customer. You will be asked to fill in their details. Association to website, group, name, email and password are mandatory. You can fill in the other options (middle name, addresses and telephone number) at a later date. Click Save Customer or Save and Continue Edit when you re done. Editing Customers You can click Edit to edit the details of your selected customer. There are far more details and options now that the customer has been created. You can see their purchases (and filter by purchase date), their billing details, shopping cart and wishlist. You can also see if they ve left any product reviews or product tags. Click Save Customer or Save and Continue Edit when you re done editing. Deleting Customers You can delete a customer in two ways. You can delete them from the customer list screen, by selecting the customer(s), and clicking Delete from the Actions drop-down menu, then pressing Submit. Or you can delete them on the editing page for that customer. A pop-up will ask if you are sure you want to do this. Click OK to delete. agency.info@nublue.co.uk 0800 033 7074 13
Managing Orders Under the Sales tab, look at and manage your orders and invoices. Here you can also find shipment, credit memo, transactional, recurring profile, billing agreements, terms and tax options. Viewing Orders When you click Orders under the Sales tab, all of your orders show up in a list. The list acts as a quick overview. You can view up to 200 orders per page. From here you can select an order and perform one of eight quick actions: cancel, hold, unhold, print invoices, print packing slips, print credit memos, print all, and print shipping labels. You can also export your orders to CSV or XML. You can search for orders or filter by order number, purchase date(s), billing name, shipping name. G.T. based (grand total in base currency), G.T purchased (grand total in currency order was placed in), and status. The status could be anything from Cancelled to Pending to Processing. agency.info@nublue.co.uk 0800 033 7074 14
Managing Orders Creating Orders You may want to create an order for a customer (say if they ring up or are having trouble with the order form). Under the Sales tab click Orders. Click Create New Order and select the customer you want to create the order for. Alternatively, you can click Create New Customer for a new customer. You will be asked to add products, edit addresses (if necessary) and define the payment method. Click Submit Order when you re done. On the left hand side you can see their current activity, such as items in their cart, their wish list, last ordered items and compared products. Order Options On the list of orders, click View on the order you want to see details for. You can edit, cancel, hold or reorder the order. You can also send an email, comments or invoice to the customer. On the left hand side you can check credit memos, shipments (with tracking number if supplied), comments history, and transactions. agency.info@nublue.co.uk 0800 033 7074 15
Business Management Managing Users You may want to add other users to help manage your store, but may not want to give them access to everything. First, create roles by going to the System tab, and selecting Permissions then Roles. Click Add New Role and type in the new role, say Orders only. Under the Role Resources tab on the left, you can select what parts of the admin panel they have access to. There are many options, so make sure you have looked through carefully before saving the role. If you go to Systems then Permissions then Users, you can add a new user and assign them to a role. Click on Add New User, fill in their account details and make sure the account is active. Assign them to a new role by clicking User Role and selecting a Role Name. Creating Reports Go to Sales then Orders under the Reports tab to check your sales reports. You can choose what store you want to view order reports for, select the order dates and the order status. You can export your report to CSV or Excel XML. The report shows you information related to your orders, such as sales items, tax and discounts. agency.info@nublue.co.uk 0800 033 7074 16
Business Management Magento Connect Magento connect, is your connection to the 5,000+ Magento extensions which have been created by the Magento community. As an open source system, it is possible to write code that provides additional Magento functionality or extends the existing functionality within the system. To navigate to Magento Connect click the System tab, select Magento Connect and then Magento Connect Manager Login with your admin username and password. You can install extensions by pasting the extension key into Magento Connect or by downloading the extension and manually uploading the files to your system. Magento Connect will also give you an overview of the Extensions already installed on the system. agency.info@nublue.co.uk 0800 033 7074 17
Business Management CMS Under the CMS tab in the main navigation is where you go to manage your Content Managed Pages, such as your shipping policy, about us statement or terms of service. Depending on how your store has been setup you can also manage Static Blocks which are usually blocks of recurring information used within your interface, such as your footer links, or contact information. To edit the information within a page click CMS and then Pages to view a list of pages published within the system. Click on a page title to go to the edit screen and then select Content from the left hand side navigation to view the page content. Make your edits here and then click Save Page. To edit Static Blocks click CMS, select Static Block and then select the block you would like to edit from the list. agency.info@nublue.co.uk 0800 033 7074 18
Business Management Creating and Managing Promotions Promotions are discounts that can be applied to your customers orders. Magento has two core promotion types, Catalog Price Rules and Shopping Cart Price Rules. Catalog Price Rules are applied to products before they are added to the users shopping cart and Shopping Cart Price Rules are worked out and applied in the shopping cart. Select the type of promotion you would like to make from the Promotions menu in the main navigation and then click Add New Rule. Follow the form through and make sure you select and complete all the sections required from the left hand navigation. You can see all the Catalog and Shopping Cart Price Rules in the system by selecting the category you want to view from the Promotions tab in the main navigation. agency.info@nublue.co.uk 0800 033 7074 19