Magento Community Edition User Guide

Magento Community Edition User Guide
Magento
Community Edition
User Guide
Version 1.9.2
Contents
Getting Started
1
CHAPTER 1: Welcome to Magento!
3
Resources
4
Join the Conversation!
7
CHAPTER 2: About This Release
9
System Requirements
Compatibility Check
Installing Magento
10
10
11
Part I: Magento Installation
11
Part II: Magento Installation
19
Reinstalling Magento
24
Using a Staging Environment
24
Prelaunch Checklist
25
CHAPTER 3: Your Magento Account
27
Sharing Your Account
30
CHAPTER 4: Quick Tour
33
Customer Journey
34
Updated: 7/6/2015
Attract New Customers
36
Engage Your Customers
37
Increase Average Order Value (AOV)
38
Moment of Purchase
40
Customer Retention
41
Copyright © 2015 Magento, Inc. All rights reserved.
Loyalty & Advocacy
42
Success!
43
Basic Configuration
45
CHAPTER 5: Store Admin
47
Admin Login
48
My Account
Message InBox
Notification Setup
50
51
55
Admin Menu
57
Admin Tools
60
Global Record Search
61
List Controls
62
Actions Control
64
CHAPTER 6: Store Details
69
Store Information
70
Locale Options
72
States Options
73
Countries Options
75
Currency
77
Basic Shipping Settings
78
Store Email Addresses
79
Contact Us
81
CHAPTER 7: Websites, Stores & Views
83
Setting Up Store Hierarchy
84
Configuration Scope
86
Adding a Language
88
Store URLs
91
Secure and Unsecure Base URLs
92
Using a Custom Admin URL
97
CHAPTER 8: Industry Compliance
101
PCI Compliance Guidelines
102
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Privacy Policy
103
Cookie Law Compliance
104
Cookie Restriction Mode
104
Cookie Reference
108
Product Catalog
CHAPTER 9: Navigation
111
Top Navigation
112
Breadcrumb Trail
113
Product List Configuration
114
Pagination Controls
Layered Navigation
117
120
Filterable Attributes
121
Price Navigation
124
CHAPTER 10: Categories
129
Category Levels
130
Creating Categories
131
Modifying Categories
134
Root Categories
135
Hidden Categories
137
General Information
138
Display Settings
140
Custom Design
142
Category Products
144
CHAPTER 11: Attributes
145
Attribute Input Types
146
Date & Time Custom Options
Creating Attributes
iv
109
147
148
Deleting Attributes
151
Creating an Attribute Set
151
Attribute Quick Reference
154
Attribute Properties
156
Magento Community Edition User Guide, Version 1.9.2
Attribute Frontend Properties
159
CHAPTER 12: Flat Catalog
161
CHAPTER 13: Creating Products
165
Product Types
166
Simple Product
168
Grouped Product
173
Configurable Product
177
Virtual Product
184
Bundle Product
187
Downloadable Product
193
Downloadable Product Options
198
CHAPTER 14: Product Information
201
General
202
Product Meta Data
205
Recurring Profile
206
Design
212
Gift Options
214
Websites
215
Categories
216
Related Products
217
Up-sells
218
Cross-sells
219
Custom Options
220
Translating Products
222
CHAPTER 15: Inventory
225
Inventory Setup
226
Managing Stock
228
Stock Options
232
Stock Availability
234
Message Scenarios
236
Product Page
237
Catalog Page
239
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Out of Stock Threshold
Product Alerts
241
Product Alert Run Settings
243
Managing Stock for Configurable Products
245
CHAPTER 16: Product Pricing
247
Prices
248
Special Price
250
Tier Price
251
Package Price
253
Minimum Advertised Price
254
MAP Logic
255
MAP Setup
257
Product Group Price
260
Product Group Price Setup
261
Group Price Attribute
262
CHAPTER 17: Product Images
263
Thumbnail Gallery
264
Light Boxes and Sliders
264
Image Zoom
264
Image Size and Type
265
Adding Product Images
267
Placeholders
269
Watermarks
271
Shopping Cart Thumbnails
273
CHAPTER 18: Swatches
275
Swatch Workflow
276
Text-Based Swatches
276
Swatches in Layered Navigation
277
Swatch Configuration
Adding Swatch Attribute Values
Preparing Swatch Images
Uploading Swatch Images
Setting Up Dynamic Images
vi
240
277
281
282
283
286
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Swatch Localization
292
English as Primary Language
292
Other Primary Languages
292
Clearing the Swatch Cache
Search & SEO
295
297
CHAPTER 19: Storefront Search Tools
299
Quick Search
300
Advanced Search
301
Search Results
303
Popular Search Terms
304
Catalog Search Configuration
306
CHAPTER 20: Managing Search Terms
309
Adding Search Terms
310
CHAPTER 21: SEO Best Practices
313
Meta Information
314
Sitemap
315
Catalog URLs
317
Dynamic URL
317
Static URL
317
URL Key
317
Store Code
317
HTML Suffix
318
Category Path
318
URL Options
319
Dynamic Media URLs
321
Canonical Meta Tag
322
CHAPTER 22: Managing URL Rewrites
325
Automatic Product Redirects
326
Creating URL Rewrites
327
Configuring URL Rewrites
331
Product Rewrite
332
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Category Rewrite
334
Custom Rewrite
337
Marketing & Promotions
CHAPTER 23: Promotions
343
Product Relationships
344
Catalog Price Rules
345
Price Rule with Multiple SKUs
350
Shopping Cart Price Rules
352
Coupon Codes
363
Auto-Generated Coupon Codes
366
Coupon Report
369
Free Shipping Promotion
370
Buy X Get Y Free
373
Discount with Minimum Purchase
374
CHAPTER 24: Shopping Tools
379
Customer Engagement
380
Wishlists
382
Wishlist Workflow
382
Updating Wishlists
383
Wishlist Reports
384
Compare Products
385
Recently Viewed/Compared Products
387
Product Reviews
389
Configuring Product Reviews
390
Writing Product Reviews
391
Moderating Reviews
392
Custom Ratings
393
Tags
viii
341
394
Products Tagged by Administrators
395
Moderating Tags
396
Polls
397
Email a Friend
400
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Gift Options
402
CHAPTER 25: Newsletters
405
Newsletter Configuration
406
Newsletter Templates
408
Newsletter Queue
409
CHAPTER 26: Sales Channels
411
Social Marketing
412
Facebook Open Graph
413
Setting Up RSS Feeds
416
CHAPTER 27: Google Tools
419
Google Merchant Center
420
Google Sitemap
425
Google Sitemap Configuration
Google Universal Analytics
Google “Classic” Analytics
Google Shopping
Content Elements
429
433
436
439
441
CHAPTER 28: Magento CMS
443
CMS Menu
444
CHAPTER 29: Content Pages
445
Core Content
446
Default Pages
448
Creating a Page
450
Using the Editor
453
Inserting a Link
453
Inserting Images
455
Adding a Widget
456
Media Storage
459
Translating Pages
459
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x
CHAPTER 30: Blocks
463
Creating a Static Block
464
Positioning Blocks
466
CHAPTER 31: Widgets
469
Widget Types
470
Creating a Widget
471
CMS Static Block Widget
474
New Products List
475
Mini Shopping Cart Widget
479
CHAPTER 32: Variables
483
Predefined Variables
484
Custom Variables
486
CHAPTER 33: Markup Tags
487
Markup Tag Syntax
488
Store URL
488
Media URL
488
Block ID
488
Template Tag
488
Non-Inline CSS Tag
489
Widget Code
489
Using Markup Tags in Links
490
Product List on Home Page
491
Design & Theme
495
CHAPTER 34: Your Store Design
497
Uploading Your Logo
498
Uploading a Favicon
499
Changing the Welcome Message
500
Store Demo Notice
501
CHAPTER 35: Page Layout
503
Standard Layouts
504
Magento Community Edition User Guide, Version 1.9.2
Storefront Examples
506
1 Column Layout
506
2 Columns with Left Bar
507
2 Columns with Right Bar
507
3 Columns
508
Layout Updates
509
Placing a Block with a Layout Update
509
Controlling Block Order
511
Standard Block Layout
512
Layout Update Syntax
514
<block>
515
<reference>
516
<action>
516
<remove>
516
<extend>
516
Layout Update Examples
517
page/template_links
518
cms/block
518
core/text
519
page/html_welcome
519
XML Load Sequence
520
CHAPTER 36: Page Setup
521
HTML Head
522
Header
524
Footer
525
CHAPTER 37: Your Store’s Theme
527
Design Packages
528
Theme Assets
531
CSS Settings
532
JavaScript Settings
533
Responsive Web Design
Using the Default Theme
Installing a New Theme
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534
534
536
xi
Changing UI Text
540
Customers
545
CHAPTER 38: Customer Accounts
547
Account Configuration
548
Customer Account Scope
549
Login Landing Page
549
Basic Account Options
551
Name and Address Options
552
Password Options
556
Changing the Welcome Message
558
Customer Account Login
559
Account Dashboard
560
CHAPTER 39: Customer Groups
563
Creating a Customer Group
564
Sales & Orders
CHAPTER 40: Managing Orders
567
Order Process Overview
568
Order Stages
569
Guest Checkout
571
Minimum Order Amount
572
Terms and Conditions
575
Setting Up Sales Email
577
CHAPTER 41: Assisted Shopping
581
Online Customers
582
Update a Shopping Cart
584
Create an Order
586
Update an Order
590
Create a Customer Account
593
Update a Customer Account
xii
565
596
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Persistent Shopping Cart
597
Types of Cookies
597
Persistent Cart Workflow
598
Remember Me
599
Continue Persistence After Logout (No)
599
Clear Persistence on Logout (Yes)
599
Persistent Shopping Cart Setup
600
CHAPTER 42: Order Fulfillment
603
Order Workflow
604
Order Status
605
Custom Order Status
606
Invoice an Order
608
Print Invoices
611
Ship an Order
612
Packing Slips
614
Transactions
616
CHAPTER 43: Store Credit and Refunds
617
Product Return Workflow
618
Create a Credit Memo
619
Print a Credit Memo
623
CHAPTER 44: Sales Document Setup
627
Logo Requirements
628
Add Reference IDs to Header
631
PDF Invoice with Logo
Customer Address Templates
Payments
632
633
637
CHAPTER 45: Basic Payment Methods
639
Merchant Location
640
Bank Transfer Payment
641
Cash On Delivery
643
Check / Money Order
645
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Purchase Order
647
Zero Subtotal Checkout
649
Saved Credit Cards
652
CHAPTER 46: PayPal Payment Solutions
655
Overview
655
PayPal Express Checkout
655
PayPal Credit
655
All-In-One Solutions
656
Payment Gateways
656
PayPal Access
657
PayPal Business Account
657
PayPal Payments Advanced
658
Checkout Workflow
658
Order Processing Workflow
658
Merchant Requirements
659
Setting Up PayPal Payments Advanced
659
PayPal Payments Pro
Checkout Workflow
660
Order Processing Workflow
660
Requirements
661
Setting Up PayPal Payments Pro
661
PayPal Payments Standard
661
Checkout Workflow
662
Merchant Requirements
662
Setting Up PayPal Payments Standard
662
PayPal Express Checkout
664
Checkout Workflow
664
Requirements
665
Setting Up PayPal Express Checkout
665
Save Customer Billing Address
676
Billing Address Workflow
676
Managing Order Transactions
Payment Action Set to “Order”
PayPal Credit
xiv
660
677
678
679
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Billing Agreements
682
Customer Account Workflow
682
Sales Order Workflow
683
Settlement Reports
685
PayPal Payflow Pro
688
Customer Workflow
688
Order Processing Workflow
688
PayPal Payflow Link
689
Customer Workflow
689
Order Workflow
689
PayPal Fraud Management Filters
690
PayPal Solutions by Country
691
CHAPTER 47: Payment Solutions & Gateways
693
Payment Solutions by Region
694
Worldwide
694
Europe
695
Oceania
695
Testing Credentials
696
Authorize.Net
697
Capture Workflow
697
Partial Authorization with Authorize.Net
698
Customer Workflow
699
Admin Workflow
701
Refund Workflow
701
Direct Post
702
Admin Workflow
702
Customer Workflow
702
CHAPTER 48: Payment Services
707
3D Secure Credit Card Validation
708
Customer Workflow
708
Admin Workflow
709
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Shipping
CHAPTER 49: Basic Shipping Methods
715
Shipping Settings
716
Flat Rate
718
Free Shipping
720
Table Rates
722
Setting Up Table Rates
723
Online Rates
727
Dimensional Weight
728
CHAPTER 50: Shipping Carriers
729
UPS
730
USPS
739
FedEx
745
DHL
755
Package Type by Carrier
763
CHAPTER 51: Shipping Labels
767
Shipping Label Workflow
768
Shipment Workflow
768
Tracking Number Workflow
768
Shipping Label Setup
769
Create Shipping Labels
772
Create Packages
779
Taxes
xvi
713
783
CHAPTER 52: Managing Taxes
785
General Tax Settings
786
Tax Classes
794
Product Tax Classes
794
Shipping Tax Class
795
Customer Tax Classes
796
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Tax Zones & Rates
796
Importing and Exporting Tax Rates
798
Cross-Border Price Consistency
801
EU Place of Supply
802
Tax Rules
803
Fixed Product Tax
805
Fixed Product Tax Setup
806
Compound Taxes
812
CHAPTER 53: Value Added Tax (VAT)
815
VAT ID Validation
818
Customer Registration Workflow
818
Checkout Workflow
818
Setting Up VAT ID Validation
820
Managing VAT ID Validation
827
Customer Address Workflow
827
Order Creation Workflow
827
Automatic Customer Group Changes
828
CHAPTER 54: Tax Quick Reference
831
Configuration Options
831
Tax Calculation Methods
831
Catalog Prices With or Without Tax
832
Shipping Prices With or Without Tax
832
Tax Amounts as Line Items
832
International Tax Configurations
833
U.S. Tax Configuration Recommendations
834
Tax Classes
835
Calculation Settings
835
Default Tax Destination Calculation
835
Price Display Settings
835
Shopping Cart Display Settings
836
Orders, Invoices, Credit Memos, Display Settings
836
Fixed Product Taxes
836
Canada: Example Tax Configuration
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xvii
E.U. Example Tax Configuration
840
Warning Messages
Calculation Settings
847
Discount Settings
848
Store Operations
849
CHAPTER 55: Currency Rates
851
Currency Setup
852
Currency Symbols
855
Updating Currency Rates
856
CHAPTER 56: Managing Email Templates
859
Supported Email Clients
860
Email Template Layout and Styles
862
Inline and Non-Inline Styles
862
Preparing Your Email Logo
862
Supported File Formats
863
Image Size
863
Magento Upgrades
863
Updating Default Templates
864
Custom Email Templates
867
Email Header
867
Email Footer
872
Email Body
875
Email Template Configuration
System Configuration Update
878
881
Email Template Reference
883
CHAPTER 57: Managing Data Transfer
885
Working with CSV Files
886
Product CSV Structure
886
Customer CSV Structure
887
Importing Data
Importing Product Images
xviii
846
888
890
Magento Community Edition User Guide, Version 1.9.2
Import Guidelines
891
New Entities
891
Existing Entities
892
Complex Data
892
Invalid Files
892
Exporting Data
893
Dataflow
895
CHAPTER 58: Reports
903
Dashboard
904
Snapshot Reports
905
Dashboard Setup
906
Running Reports
907
Refreshing Report Statistics
911
Available Reports
912
CHAPTER 59: Admin Permissions
915
Creating New Users
916
Creating Custom Roles
917
CHAPTER 60: Security
921
SOLUTION SERIES: Magento Security Best Practices
922
Start Right
922
Protect the Environment
922
Protect Magento
924
Don’t be Taken for a Ride
925
Be Prepared!
926
Monitor for Signs of Attack
926
Follow Your Disaster Recovery Plan
927
Security Configuration
929
CAPTCHA
930
Admin CAPTCHA
931
Customer CAPTCHA
932
Session Validation
935
Browser Capabilities Detection
937
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System Operations
CHAPTER 61: Index Management
941
Manual Reindexing
943
Automatic Indexing
944
Indexing by Multiple Users
944
Index Modes
944
Index Configuration
948
CHAPTER 62: Cache Storage
951
Clearing Caches
952
External Full-Page Cache
954
CHAPTER 63: Alternate Media Storage
955
Media Storage Database Setup
956
Database Workflow
956
Media Storage CDN Setup
957
CDN Workflow
957
CHAPTER 64: Magento Connect
959
Upgrading Magento
960
Installing Extensions
961
CHAPTER 65: Web Services
963
Magento Core API Settings
964
Activating Web Services
965
REST Roles
xx
939
967
CHAPTER 66: System Tools
969
Server Backups & Rollback
970
Best Practices
970
Creating a Backup
971
Rolling Back Changes
973
SOLUTION SERIES: Installing Magento Patches
974
Installing Patches with SSH
977
Magento Community Edition User Guide, Version 1.9.2
Compilation
992
System Log
993
System Log Cleaning
994
Cron (Scheduled Tasks)
996
Magento Test Framework
998
Requirements
999
Installation
1000
Configuration
1001
Non-Firefox Browsers
1001
Magento URLs
1001
Configuration Reference
1002
Running MTF
1004
Frequently Asked Questions
1005
Appendices
1007
APPENDIX A: Glossary
1009
APPENDIX B: Editor Toolbar
1019
APPENDIX C: Release Notes
1029
Magento Community Edition 1.9.2
1029
Solutions for Developers
1029
Magento Test Framework
1029
Security
1030
Changes in This Release
1038
Miscellaneous Fixes
1039
Acknowledgments
1042
APPENDIX D: Patch Releases
1043
2015 Patches
1044
SUPEE-5994 Patch Bundle
1044
Admin Path Disclosure
1044
Customer Address Leak through Checkout
1044
Customer Information Leak through Recurring Profile
1045
Local File Path Disclosure Using Media Cache
1046
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1046
Spreadsheet Formula Injection
1046
Cross-site Scripting Using Authorize.Net Direct Post Module
1047
Malicious Package Can Overwrite System Files
1047
APPSEC-919
1048
SUPEE-5344 Patch
1049
APPENDIX E: Configuration Reference
1051
APPENDIX F: Change Log
1053
Index
xxii
Cross-site Scripting (XSS) Using Magento Downloader
1059
Magento Community Edition User Guide, Version 1.9.2
Getting Started
In this section…
Welcome to Magento!
About This Release
Your Magento Account
Quick Tour
CHAPTER 1:
Welcome to Magento!
Magento Community Edition is a feature-rich eCommerce platform, built on opensource technology that provides online merchants with unparalleled flexibility and
control over the look, content, and functionality of their eCommerce store. Magento’s
intuitive Admin features powerful marketing, search engine optimization, and catalog
management tools to give merchants the power to create sites that are tailored to their
unique business needs. Designed to be completely scalable, Magento CE offers
companies a stable, secure, customizable eCommerce solution.
Magento Community Edition
Magento Community Edition User Guide, Version 1.9.2
3
Resources
CHAPTER 1: Welcome to Magento!
Resources
Magento provides a wealth of business and technical resources, self-help tools, and services
to help you succeed.
Product Documentation
Whether you’re a merchant, designer, developer, or
all of the above, this is where you’ll gain a deeper
insight into how you can leverage the power of
Magento to grow your business.
Commerce Resources
Gain access to expert insight and online business
resources to help develop and improve your store.
Ebooks, Magento white papers,and webinars.
Security Center
Join Magento‘s Security Alert Registry to get the
latest information on all potential vulnerabilities. See
also: Security Best Practices.
4
Magento Community Edition User Guide, Version 1.9.2
CHAPTER 1: Welcome to Magento!
Resources
Forums
The Magento forums provide access to a network of
dedicated Magento enthusiasts who share tips,
tricks and support.
Blog
Check out the Magento blog for the latest information
about new features, trends, best practices, upcoming
events, and more!
Webinars
Expand your horizons! Register to attend the
upcoming Magento webinar, or catch up on previous,
archived webinars.
Training & Certification
Learn to unleash the power and flexibility of Magento.
We provide training for every role in your business,
including marketers, designers, developers, and
more. Experienced Magento professionals can
validate their real-world skills by earning Magento
certification.
Magento Community Edition User Guide, Version 1.9.2
5
Resources
CHAPTER 1: Welcome to Magento!
Partners
Need help to set up or fine-tune your store?
Magento’s certified developers and consultants are
experts in store setup, design, integration and
marketing. Find a certified expert and jumpstart your
business today!
Expert Consulting Services
Magento’s Expert Consulting Group (ECG) helps
Magento merchants and Solution Partners maximize
their success. Our experts offer comprehensive
analysis and best practice recommendations, from
architecture planning through post-deployment.
6
Magento Community Edition User Guide, Version 1.9.2
CHAPTER 1: Welcome to Magento!
Join the Conversation!
Join the Conversation!
Keep up with the latest news from the ecosystem, and connect with other merchants and
developers on social media networks.
Facebook
Find out what’s happening and join the discussion on
our Facebook page!
Twitter
Follow us on Twitter!
LinkedIn
Join a Magento group on LinkedIn.
Magento Community Edition User Guide, Version 1.9.2
7
Join the Conversation!
CHAPTER 1: Welcome to Magento!
Google+
Add us to your circle on Google+.
YouTube
Learn while you watch videos
on our YouTube channel!
Meetup
Find a Magento Meetup near you!
8
Magento Community Edition User Guide, Version 1.9.2
CHAPTER 2:
About This Release
Magento Community Edition 1.9.2 provides merchants with many enhancements that
make it easier to build and maintain a high quality and secure site, including:
l
Automated Magento Test Framework
l
Technology updates and quality improvements
l
Security enhancements
To learn more, see the Release Notes in the Appendix of this guide.
Important! Use Magento Community 1.9.0 or later for all new installations and upgrades
to ensure that you get the latest fixes, features, and security updates.
Magento Community Edition User Guide, Version 1.9.2
9
System Requirements
CHAPTER 2: About This Release
System Requirements
For a standard installation, Magento Community Edition 1.9.2 requires the following:
SYSTEM REQUIREMENTS
Environment
LAMP (Linux, Apache, MySQL, and PHP) or LNMP stack
Operating System
Linux x86-64
Web Server
Apache 2.x
Nginx 1.7.x
Database
MySQL 5.6 (Oracle or Percona)
PHP
PHP 5.4
PHP 5.5
SSL
A valid security certificate is required for HTTPS. Self-signed
certificates are not supported.
Supported Technologies
Redis
Redis can be used for session or cache storage.
Memcached
Memcached can be used for session or cache storage.
Apache Solr
(Magento Enterprise Edition only)
Can be used as an alternate search engine.
Visit our website for the System Requirements of previous releases.
Compatibility Check
The magento-check script tests your server against the system requirements, and generates
a report. You can download the script from our website.
To check the compatibility of your server:
1.
Download the magento-check file to your computer.
2.
Extract the archive anywhere on your computer. Then, upload the extracted file, magentocheck.php, to the Magento directory on your server.
3.
Use your browser to navigate to the following page in your Magento directory:
magento/magento-check.php
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Magento Community Edition User Guide, Version 1.9.2
CHAPTER 2: About This Release
Installing Magento
Installing Magento
Magento Community Edition is open source software and can be downloaded for free.
Developers can modify the core code and add features and functionality by installing
extensions from the Magento Connect marketplace.
Because Magento does not provide technical support for this software, you can benefit from
the knowledge of experts in the community for help with the installation and configuration.
Answers to many technical questions can be found on our user forum.
After you verify that your hosting environment meets the system requirements, you can
download Magento Community Edition free of charge from the Magento community site.
Although optional, we recommend that you register on our site so you have access to the
forums, wiki, groups, screencasts, and other resources the community has to offer.
Magento Community Edition is licensed under the Open Software License (OSL) v3.0, an
open source certified license. To learn more, see the License / Trademark FAQ on our site.
Part I: Magento Installation
During the first part of the installation, you will download the scripts and sample data files
needed to install Magento. You will also set up permissions on the server, and create a new
database.
Downloader
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11
Installing Magento
CHAPTER 2: About This Release
Process Overview:
Step 1: Download the Magento CE Downloader Script
Step 2: Download the Sample Data
Step 3: Upload the Downloader Script to Your Server
Step 4: Grant File Access Permissions
Step 5: Set Up the Store Database
Step 6: Upload the Sample Data to Your Server
Step 7: Run the Magento CE Downloader
Step 1: Download the Magento CE Downloader Script
1.
Go to the Magento Community Edition download page.
2.
In the Downloader section, select one of the following formats for the archived downloader.
The archive file name is: magento-downloader-x.x.x.zip (or .tar.gz, or .tar.bz2). The size of
the archive is approximately 46K.
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.zip
l
.tar.gz
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.tar.bz2
3.
Click the Download button. While the file is downloading, take a moment to look over the
resources on the Magento Community page.
4.
Extract the archive to a directory of your choice on your local computer. The name of the
extracted file is: downloader.php
Step 2: Download the Sample Data
Magento provides sample data with examples of products and basic content pages to help
you get started. When you are ready to build your own catalog, you can reinstall Magento
without the sample data. This step is recommended, but is not required.
1.
In the Sample Data section, Select your format for the archived sample data.
2.
Click the Download button, and Save the file anywhere on your local computer. The file
name is: magento-sample-data-x.x.x.zip (or .tar.gz, or .tar.bz2). The size of the archive is
approximately 10MB.
Magento provides sample data with examples of products and basic content pages to help
you get started. When you are ready to build your own catalog, you can reinstall Magento
without the sample data. This step is recommended, but is not required.
3.
12
In the Sample Data section, Select your format for the archived sample data.
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4.
Installing Magento
Click the Download button, and Save the file anywhere on your local computer. The file
name is: magento-sample-data-x.x.x.zip (or .tar.gz, or .tar.bz2). The size of the archive is
approximately 10MB.
Sample Data Download
Step 3: Upload the Downloader Script to Your Server
Use an FTP or SFTP tool to copy the extracted downloader script to the root www directory
of the server. (The root www directory is usually named public_html.) As an alternative,
you can copy the file to another subdirectory, such as /store.
Step 4: Grant File Access Permissions
For the Magento Installer to work correctly, the top-level Magento directory on the server,
and all directories beneath it must have correct permissions. To learn more, see the
Knowledge Base article: Recommended File System Ownership and Privileges.
Step 5: Set Up the Store Database
1.
Create a new, empty database using one of the following methods:
l
l
2.
Use phpMyAdmin or a similar tool provided by your hosting company. For instructions,
see the documentation for the specific tool.
MySQL command line
Create a new user with full permissions to the database. Then, write down the following
information:
dbname
The database name.
dbuser
The name of the database user.
dbpassword
The password for the database user.
Step 6: Upload the Sample Data to Your Server
If you want to use the sample data, it must be installed now. If you are ready to add your
own products, skip this step. You can use either of the following methods to install the
sample data:
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Installing Magento
CHAPTER 2: About This Release
Method 1: FTP or SFTP
1.
Extract the sample data archive that you downloaded in Step 2, to a directory of your
choice on your local computer. The file name is similar to: magento_sample_data_
for_x.x.x.sql.
The archive contains an SQL script with a dump of the sample data, and a
media/catalog folder with category and product images.
Sample Data Archive
2.
Use an FTP or SFTP tool to copy the media folder and its subdirectories from your
local computer to the magento installation directory on the server. Depending on your
server, the path will look something like this:
/var/www.magento/media
/var/www/html/magento/media
3.
Use an FTP or SFTP tool to copy the magento sample data script to the server. A good
place to put it is in the media/catalog folder.
/var/www/magento/media/catalog
/var/www/html/magento/media/catalog
4.
Do one of the following:
l
l
Use phpMyAdmin, or a similar tool to run the sample data script and import the
data into the new database.
On the command line, enter the following:
mysql -u <root user> -p <magento-db-name> < <path-and-filename of dbscript>
Method 2: Command Line
If you prefer to install the sample data from the command line, see this Knowledge Base
article, under the heading: Installing Optional Sample Data.
You’re ready to install Magento!
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CHAPTER 2: About This Release
Installing Magento
Step 7: Run the Magento CE Downloader
1.
From your browser, navigate to the location of the Magento downloader on your server. The
Magento Downloader welcome page appears.
Welcome
2.
To validate your server environment, click the Continue button. If error warnings appear,
correct the errors and click the Check Again button.
Validation
3.
When you pass the validation test, do the following:
a.
Enter the following Database Connection information:
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Host
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User Name
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User Password
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Installing Magento
CHAPTER 2: About This Release
Database Connection
4.
b.
Click the Check InnoDB button to confirm the connection.
c.
When you receive confirmation that the credentials are valid, click the Continue
button.
On the Magento Connect Manager Deployment page, do the following:
Magento Connect Manager Deployment
a.
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In the Loader Protocol section, set Magento Connect Channel Protocol to one of the
following:
HTTP
(Recommended) HTTP is faster than FTP.
FTP
Choose FTP if outgoing connections are not allowed in your hosting
environment.
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Installing Magento
Loader Protocol
b.
In the Stability section, set Magento Connect Manager Version Stability to “Stable.”
Stability
c.
In the Deployment Type section, select one of the following:
Deployment Type
FTP Connection
Local Filesystem
Magento Community Edition User Guide, Version 1.9.2
(Recommended) FTP allows you to upload files to the
server without changing read/write/execute
permissions. After choosing FTP connection, complete
the following with information provided by your FTP
server administrator:
Host Name
Enter the host name of
the FTP server.
Credentials
Enter the FTP credentials
provided by your FTP
server administrator
Installation Path
Enter the path where
Magento CE will be
installed. The installation
path points to the same
directory that contains
the downloader.php file.
Deploying through the local file system requires the
Apache account permissions to be changed. When the
installation is complete, contact your server
administrator to update the file permissions.
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Installing Magento
CHAPTER 2: About This Release
If the web server user can't write to the magento directory,
do not proceed. It’s most likely an ownership issue, rather
than a permissions issue.
d.
5.
To verify the connection, click the Check FTP button. You will not be able to continue
if any of the deployment parameters are invalid. After the FTP connection is verified,
click the Continue button.
When the Magento Installation Wizard appears, do the following:
Magento Installation Wizard
a.
Set Magento Connect Channel Protocol to the same protocol you selected in the
previous step. (Options include: HTTP/FTP)
b.
Custom permissions determine how read, write, and execute permissions are applied
to the downloaded folders and files. Set Use Custom Permissions to one of the
following:
c.
18
Yes
The Magento CE administrator can execute, write, and read files in the
downloaded folders. In the Folders and Files fields that appear, specify
values in the octal number system to denote the permissions that the
Magento administrator has for folders and files on the server.
No
Custom permissions are not specified for downloaded folders and files.
In this case the system default values are used:
0777
Folder permissions to read, write, and execute.
0666
File permissions to read and write.
Set Deployment Type to the type specified in the previous step. (Options include:
Local Filesystem/FTP)
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d.
Installing Magento
When you are ready to start the download, click the Start the Download Process
button to begin.
Starting to Download
e.
When the "Download completed" message appears, click the Continue to Magento
Installation button.
If you were unable to complete the download process due to a connection error, try to
upload the Full Magento Package from the Community download page.
6.
Complete Part II of the installation.
Part II: Magento Installation
During the second part of the Magento installation, you will complete the initial
configuration, and create an admin account.
Process Overview:
Step 1: Run Setup
Step 2: License Agreement
Step 3: Localization
Step 4: Configuration
Step 5: Create an Admin Account
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Installing Magento
CHAPTER 2: About This Release
Step 1: Run Setup
From your browser, enter the path to your Magento installation. Depending on the
installation location, it is similar to one of the following:
http://[your_domain]/magento
http://www.[your_domain]/magento
http://www.[your_domain]/[directory]/magento
Step 2: License Agreement
Read the terms of the Magento Community Edition End User License Agreement. If you
agree to the terms, click the Continue button.
License
Step 3: Localization
Select the default localization settings for your Magento CE installation. The values can be
changed later for specific stores, store views, and websites.
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l
Locale
l
Time Zone
l
Default Currency
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Installing Magento
Locale Settings
Step 4: Configuration
1.
In the Database Connection section, do the following:
a.
Set Database Type to “MySQL.”
b.
In the Host field, enter the server's fully qualified host name or IP address. If your
database server is on the same host as your web server, enter “localhost.”
c.
Refer to the database credentials from Part 1: Step 5, and enter the following:
d.
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Database Name
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User Name
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User Password
(Optional) The Table prefix is used when there are multiple instances of Magneto that
share a single database. To learn more, see the Knowledge Base article: Installing and
Verifying Magento Community Edition.
Database Connection
2.
In the Web Access Options section, do the following:
a.
Enter the Base URL for the Magento store.
b.
In the Admin Path filed, enter the base URL for the store’s Admin Panel. (The default
value is “admin.”)
c.
To display charts in the Dashboard, select the Enable Charts checkbox.
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Installing Magento
CHAPTER 2: About This Release
d.
If you are installing Magento to a development or test environment, and the Web
server is not verifiable, select the Skip Base URL Validation Before the Next Step
checkbox. Otherwise, leave the checkbox unselected.
e.
(Recommended) To enable the Apache mod_rewrite module, select the Use Web
Server (Apache) Rewrites checkbox. To learn more, see the Knowledge Base article:
Installing and Configuring Required Prerequisite Software.
f.
(Recommended) If your server has a valid security certificate, select the Use Secure
URLs (SSL) checkbox. Then, complete the following:
Secure Base URL
Enter the complete base URL for the SSL connection.
Run the Admin Interface
with SSL
Select the checkbox to run the store admin on the secure
channel.
These initial SSL settings can be modified later.
Web Access Options
3.
In the Session Storage Options section, set Save Session Data In to one of the following:
Session Storage Options
22
File System
Stores user session data on the file system in the magentoinstall-dir/var/session directory. File-based session storage is
the most common configuration.
Database
Stores user session data in the database. Choose database
storage for a clustered database, or if system access is slow.
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4.
Installing Magento
When the Configuration settings are complete, click the Continue button.
Step 5: Create an Admin Account
1.
In the Personal Information section, enter the following:
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First Name
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Last Name
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Email
Personal Information
2.
In the Login Information section, do the following:
a.
Enter the Username you of the owner of the Magento store.
b.
Enter the Password that is associated with your Admin account. To confirm, enter it
again in the Confirm Password field.
Login Information
3.
(Optional) If you already have one, enter the Encryption Key. Otherwise, Magento will
generate one for you.
The encryption key protects sensitive data such as passwords and personally identifiable
customer information. The encryption key is stored on the server at: /app/etc/local.xml
Important! When Magento generates your encryption key, write it down and keep it in a safe
place. If you ever move your data to another Magento CE site, you will need the encryption key
to recover the data.
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Installing Magento
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Encryption Key
4.
Click the Continue button, and you’re all set!
l
To explore your new store, click the Go to Frontend button.
l
To explore your store’s admin, click the Go to Backend button.
Reinstalling Magento
If you want to repeat the installation of Magento Community Edition on the same server, it
is not necessary to download the files again.
To reinstall Magento:
1.
On the server, delete the file: app/etc/local.xml
2.
Delete any files and directories found in: var/
3.
With your browser, navigate to your Magento directory. For example:
http://www.yourDomain.com/magento-directory
The Magento Installation Wizard launches automatically.
Using a Staging Environment
If you plan to develop your store over a period of time, we recommend that you set up a
staging environment where you can test changes before applying them to the live store.
A staging environment is just like any other Magento installation, but is not accessible to
the public. You can use a version control tool to keep files synchronized between the staging
environment and the live store. We highly recommend that you use a staging environment
to test extensions and before updating your live store to a new version of Magento
Community Edition.
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CHAPTER 2: About This Release
Prelaunch Checklist
Prelaunch Checklist
After you complete the design, development, and testing of your store, check the following
configuration settings to make sure everything is correct before the store “goes live.” For a
comprehensive description of every configuration setting, see the Configuration Reference.
General Settings
Unsecure URL
Verify that the Base URL for the storefront is correct for the live environment.
Secure URL
Before launching your store, install a 100% Signed and Trusted Security Certificate
for the server that is using a Secure Base URL.
Store Email Addresses
Complete all the email addresses that are used to send and receive email
notifications, such as new orders, invoices, shipments, credit memos, product price
alerts, newsletters, and so on. Make sure that each field contains a valid business
email address.
Sales Settings
Sales Document Setup
Make sure that your invoices and packing slips include the correct business
information and reflect your brand.
Taxes
Make sure that taxes are properly configured according to your business tax rules
and local requirements.
Shipping Methods
Enable all carriers and shipping methods to be used by the company.
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Prelaunch Checklist
CHAPTER 2: About This Release
Google API
Magento is integrated with Google API to allow your business to use Google
Merchant Center, Google Analytics, Google Sitemap, and Google Shopping. Make
sure to set up a Google Merchant Account, and then verify and claim your website
URL.
PayPal
If you plan to offer your customers the convenience of paying with PayPal, open a
PayPal Merchant Account, and set up a payment method. Run some test
transactions in Sandbox Mode before the store goes live.
Payment Methods
Enable the payment methods that you plan to use, and make sure that they are
properly configured. Check the order status settings, accepted currency, allowed
countries, and so on.
System Settings
Cron
Cron jobs are used to process email, catalog price rules, newsletters, customer
alerts, Google sitemaps, update currency rates, the cleaning of database logs, and
so onMake sure that Cron jobs are set to run at the appropriate time interval, in
minutes.
Log Cleaning
Log cleaning must be enabled to make sure that the database log tables are
periodically cleaned. If you do not set this to clear your database log_ tables, your
database can grow very large when the store has a full traffic load. Set the number of
days the log is saved according to your needs and server capacity.
Transactional Emails
Update the default email templates to reflect your brand. Make sure to update the
configuration if you create new templates.
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Magento Community Edition User Guide, Version 1.9.2
CHAPTER 3:
Your Magento Account
Your Magento account has a separate login from your store, and can be accessed from
either the Magento website or from your store’s Admin. In the dashboard of your
Magento account, you can find information that is related to the products and services
that you have purchased, as well as your contact and billing information.
Your Magento Account
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CHAPTER 3: Your Magento Account
To create a Magento account:
1.
Visit the Magento site: http://www.magento.com
2.
In the upper-right corner, click My Account.
3.
Under New Customers, click Resister. Then, do the following:
Log In to Your Account
a.
Enter your First Name, Last Name, andEmail Address.
b.
Set My Company Primarily to the best description of what your company does. Then,
set My Role to the best description of what you do for the company.
c.
Enter a Screen Name to identify you in the Magento forums.
Your screen name can be from four to fifteen characters long, can include numbers and
the underscore, but must start with a letter.
d.
Enter a Password for your account. Then, enter it again to confirm.
Your password can be from eight to sixteen characters long, and must include at least
one capital letter, one number, and one special character or one lowercase letter.
e.
28
When complete, click Submit. Your account dashboard appears.
Magento Community Edition User Guide, Version 1.9.2
CHAPTER 3: Your Magento Account
To log in to your Magento account:
1.
Navigate to the Magento site: http://www.magento.com
2.
In the upper-right corner, click My Account.
3.
Enter the Email address that is associated with your account. Then, enter your Password.
4.
When complete, click the Login button.
To receive a new password:
1.
If you forget your password, click Forgot Your Password? Then, enter the Email Address
that is associated with your account.
2.
Click the Submit button.
You will receive an email from Magento with a temporary password that you can use to log
into your account. Then, reset your password from the dashboard of your account.
To reset your password:
1.
Log in to your Magento account.
2.
In the panel on the left, select Account Settings. Then, click Change Password
3.
Enter your Current Password.
If you forgot your password, enter the temporary password that was sent to you.
4.
Enter your New Password. Then, enter it again to confirm.
Change Password
5.
When complete, click the Submit button.
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Sharing Your Account
CHAPTER 3: Your Magento Account
Sharing Your Account
Your Magento account contains information that can be useful to trusted employees and
service providers who help to manage your site. As the primary account holder, you have
authority to grant limited access to your account to other Magento account holders. When
your account is shared, all sensitive information—such as your billing history or credit card
information—remains protected. It is not shared at any time with other users.
All actions taken by users with shared access to your account are your sole responsibility.
Magento Inc. is not responsible for any actions taken by users to whom you grant shared
account access.
Shared Access
To set up a shared account:
1.
30
Before you begin, get the following information from the new user’s Magento account:
l
Account ID
l
Email address
2.
Log in to your Magento account.
3.
In the My Account panel on the left, under Shared Access, click Add New User.
4.
In the New User Information section, do the following:
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5.
Sharing Your Account
l
Enter the Account ID of the new user’s Magento account.
l
Enter the Email address that is associated with the new user’s Magento account.
In the Shared Information section, do the following:
a.
Enter a Sharename to identify your shared account. Because the Sharename becomes
an option in the Switch Accounts list, it should be something that the other person
will recognize as your account.
b.
To share your personal contact information, select the checkbox of each item that you
want to make available to the other person:
l
Your Email
l
Your Phone
6.
In the Grant Account Permissions section, select the checkbox of each item that you want
to share.
7.
When complete, click the Create Shared Access button.
You are notified when the new role is saved, and the new user record appears in the
Manage Users & Permissions section of the Shared Access page. Magento also sends an
email invitation with instructions for accessing the shared account to the new user.
Add a New User
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Sharing Your Account
CHAPTER 3: Your Magento Account
To access a shared account:
1.
When you receive the invitation to a shared account, the first thing you must do is to log
in to your own Magento account.
Your account dashboard has a new Switch Accounts control in the upper-right corner, with
options for “My Account” and the name of the shared account.
2.
To gain access to the shared account, set Switch Accounts to the name of the shared
account.
The shared account displays a welcome message and contact information. The left panel
includes only the items that you have permission to use.
Switch Accounts
3.
32
When you are ready to return to your own account, set Switch Accounts to “My Account.”
Magento Community Edition User Guide, Version 1.9.2
CHAPTER 4:
Quick Tour
This quick tour follows the customer-decision journey that leads to a purchase on an
eCommerce site powered by Magento Community Edition. Each item is linked to a
topic in this guide, where you can learn more about the subject. You can also follow
along on your computer with the sample data. The journey begins with your storefront.
To access your storefront:
Use your browser to navigate to your store. Your URL might look like one of the
following:
http://www.yourdomain.com
http://yourdomain.com
Home Page
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Customer Journey
CHAPTER 4: Quick Tour
Customer Journey
Attract New Customers
Magento Community Edition includes SEO
functionality out of the box. Improve your search
ranking and attract the most visitors to your site.
Engage Your Customers
Design your site with pre-designed templates, or
create a custom design with features that invite
people to interact with your store.
Increase AOV
Increase average order value with promotions and
content that encourage your customers to shop
more.
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CHAPTER 4: Quick Tour
Customer Journey
Moment of Purchase
Give your customers a faster and easier way to
check out. Calculate shipping and taxes
automatically, and integrate multiple payment
methods on a single page.
Customer Retention
Create and manage newsletters and promotions to
keep your customers coming back for more.
Loyalty & Advocacy
Encourage customers to write product reviews,
create wishlists, and send email about products to
their friends. This will strengthen your relationship
with your customers, who in return, will speak
positively of your business to friends and family.
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Customer Journey
CHAPTER 4: Quick Tour
Attract New Customers
Magento Community Edition is packed with features that make it easy to create a “search
engine friendly” websites and increase the likelihood of bringing the right customers to your
site.
Search Engine Optimization
Magento offers powerful, native capabilities to streamline Search Engine Optimization
(SEO) practices for content and site exposure that are integrated with the Admin, and tied
directly into the user experience.
Custom URLs
Custom URLs are short, clean, and easy to remember. You can also autogenerate searchfriendly URLs to streamline your purchase path.
Meta Data
Improve your search engine rankings by choosing specific criteria that helps search engines
to find and index your products more easily. Meta data can be entered for product,
category, and content pages.
Sitemap
Link to a sitemap from the footer of your store to give customers an overview of the catalog
structure, with links to all categories and products in the store. You can also easily
integrate your store with Google Sitemap.
Analytics
In addition to monitoring your site from the Admin dashboard, you can integrate thirdparty analytics tools such as Google Analytics, for detailed statistics on traffic and sales.
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CHAPTER 4: Quick Tour
Customer Journey
Engage Your Customers
Magento Community Edition makes it easy to create a customized, engaging site
experience. Encourage your customers to spend more time exploring your site, and give
them the tools to make it easy to find what they want faster.
Content Management System
Magento’s CMS makes it easy to store pages,
or parts of pages, that you can use in your store. It’s
so intuitive that someone without a technology
background can create and manage site content.
Design & Theme
Control the visual elements of your store with a
collection of templates and skin files. You can apply
these visual elements to all pages in your store,
giving your store a cohesive look and feel.
Multiple Stores, Sites & Views
Control the look and feel of multiple sites, introduce
new market and languages, and track analytics from
a single Admin.
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Customer Journey
CHAPTER 4: Quick Tour
Multiple Devices
Magento’s powerful features make it easy to create
storefronts optimized for iPhone, Android, and
Mobile Opera browsers to help you engage
consumers with mobile eCommerce now and into
the future.
Shopping Tools
Your store includes a set of shopping tools that
create opportunities for your customers to interact
with your store, connect on social media, and share
with friends.
Sophisticated Search
Filter product by price, manufacturer, or any other
criteria to reduce the time to purchase.
Increase Average Order Value (AOV)
Magento Community Edition provides a range of tools to help you tailor the shopping
experience, and encourage your customers to put more items in their shopping carts and
spend more money.
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CHAPTER 4: Quick Tour
Customer Journey
Promotions
Magento's catalog and shopping cart price rules let
you create promotions that kick into gear when a set
of conditions is met.
Coupons
Create limited-time offers and coupons that
customers can scan with their phone and apply to a
purchase.
Product Suggestions
Another way to increase AOV is to offer suggestions
for related products and opportunities to up-sell and
cross-sell at strategic points along the path to
conversion.
User Permissions & Roles
Restrict access to data in the Admin on a “need to
know” basis. Create multiple admin roles for readonly or and editing privileges. Track and review all
activity at a granular level to specific stores and
websites.
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Customer Journey
CHAPTER 4: Quick Tour
Moment of Purchase
Now that you’ve given your customer an engaging shopping experience, make it easy for
them to complete their purchases. Magento is designed to help you streamline your
checkout process experience while boosting conversion rates.
Order Processing
Magento supports a complete order processing workflow. It's easy to customize order
statuses and track communications between sales reps and customers.
Shipping Labels
Merchants have complete control over package characteristics such as weight and size.
Shipping labels, rate, and barcode information originates directly from the carrier. Labels
can be generated for single or multiple orders.
Multiple Shipping Options
Magento supports a variety of shipping methods so you can give your customers a choice
at checkout. Customers can see a real-time estimate of shipping charges right from the
shopping cart.
Multiple Payment Options
Magento Community Edition supports the payment methods and currencies needed for
global commerce. You can choose the ones you want to offer, and at checkout, your
customers can choose the ones they prefer.
PayPal Merchant Solutions
It's easy to integrate a PayPal Payments account to provide your customers faster, more
secure checkout options.
Assisted Shopping
Assisted shopping makes it easy for customer service reps to create orders for customers.
Customer service reps have access to shopping cart contents, and can move items from a
wishlist to a shopping cart, apply coupon codes, and more.
Security
Whether an order is fulfilled online or over the phone, Magento provides sophisticated
security, including CAPTCHA and SSL encryption, with best-in-breed encryption and
hashing algorithms to protect the security of the system.
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Customer Journey
Customer Retention
Magento makes it easy for you to get repeat business and build brand loyalty. Magento
gives you total control and flexibility over creating and revising goodies like rewards
programs, custom coupons and automated emails to keep your customers coming back
again and again.
Custom Coupons
Create coupons codes for social media, email, or
print campaigns. You can incorporate coupon codes
into any design you like.
Newsletters
Stay in touch with current customers who’ve opted to
receive newsletters. You can create as many
newsletter templates as you want.
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41
Customer Journey
CHAPTER 4: Quick Tour
Loyalty & Advocacy
Give customers a direct connection to your brand by allowing them to create customer
accounts where they can see their purchase history, wishlist, and newsletter subscriptions.
Use product ratings and reviews to give new customers objective product opinions and
promote a sense of community. These features turn customer satisfaction into one of the
most powerful and cost-efficient marketing tools at your disposal.
Dashboard Snapshots
Knowing what’s of interest on your site is crucial to maximize your marketing budget. Use
this information to determine what you should cross- and up-sell to loyal customers, or
which products to put on sale.
Customer Accounts
Opening as account provides customers with a personalized shopping experience that they
can share with their friends. Customers can save their shopping preferences, and manage
their own store billing and shipping information.
Advocacy Tools
Customers who share their wishlists with family and friends make a powerful endorsement
of your brand. Customers create these personalized lists from products they choose. When
shared by email or RSS feed, these simple lists become powerful advocacy tools.
Reviews & Ratings
Product reviews give your customers a way to engage with your brand while fostering a
sense of community. You can curate your reviews with tools to help you edit and approve
comments for inappropriate content before they go live.
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CHAPTER 4: Quick Tour
Customer Journey
Success!
Opening your Magento store for business requires the following areas of consideration.
While there are virtually any number of customizations you can make to the storefront and
Admin, you can use each link in this is list as a place to start.
Implementation
If you need help setting up your store, you can
choose from our vast network of Magento Solutions
Partners.
Design
You can design your own home page or work with an
experienced Magento designer or Solutions Partner
to customize your site.
Product Catalog
Configure products, create categories, import
existing product catalogs, and leverage APIs or thirdparty data management solutions.
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Customer Journey
CHAPTER 4: Quick Tour
Payment Methods
Magento supports a wide variety of payment
methods, services, and gateways that you can offer
for your customers’ convenience.
Shipping Methods
Magento shipping methods are easy to set up and
give you the ability to connect with carriers who can
ship your products all over the world.
Taxes
Manage your taxes with our native tools, or add thirdparty extensions from Magento Connect.
Thanks for your order!
Magento can help you build relationships with your
customers, to bring them back to your store, again
and again.
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Magento Community Edition User Guide, Version 1.9.2
Basic Configuration
In this section…
Store Admin
Store Details
Websites, Stores & Views
Industry Compliance
CHAPTER 5:
Store Admin
Your store Admin is the password-protected back office where you can set up products,
promotions, manage orders, and perform other administrative tasks. This chapter
provides a high-level overview of the management tasks that you can perform while
running your store on a day-to-day basis.
Store Admin
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47
Admin Login
CHAPTER 5: Store Admin
Admin Login
All of the basic configuration tasks are performed from the Magento Admin Panel, which is
referred to in this guide as your store Admin. The initial Admin login credentials were set
up during the Magento installation. For additional security, the Admin login can also be
configured to require a CAPTCHA.
If you forget your user name or password, a temporary password can be sent to the email
address that is associated with the account.
Admin Login
To log in to the Admin:
1.
In the address bar of your browser, enter the URL that was specified during the Magento
installation, followed by the base URL of your store’s Admin. The default Admin URL looks
like this:
http://www.mystore.com/admin
You can bookmark the Admin Login page for easy access.
48
2.
Enter the User Name and Password for the Admin account.
3.
Click the Login button.
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CHAPTER 5: Store Admin
Admin Login
To receive new login credentials:
1.
If you forget your user name or password, click the Forgot Your Password? link.
Forgot user name or password?
2.
Enter the Email Address that is associated with the Admin account.
3.
Click the Retrieve Password button.
If there is an account associated with the email address, an email will be sent to reset your
password.
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Admin Login
CHAPTER 5: Store Admin
My Account
Your account information contains your login credentials and personal information that
was initially entered during the Magento Setup. You can edit the account information, and
also create additional Admin user accounts with various permission levels.
As a best practice, it’s good to have more than one Admin account with full permissions, so if
you ever forget your password, you won’t be locked out of the Admin.
To edit your account information:
1.
On the Admin menu, select System > My Account.
2.
Make any changes necessary to the following:
3.
l
User Name
l
First Name
l
Last Name
l
Email
To change your Admin password, do the following:
a.
Enter your Current Admin Password.
b.
Enter your New Password. To confirm, enter it again in the Password Confirmation
field.
4.
When complete, click the Save Account button.
5.
Make sure to update your records so you don’t forget the new password. You will need it
the next time you log in to the Admin.
My Account
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CHAPTER 5: Store Admin
Message InBox
Field Descriptions
FIELD
DESCRIPTION
User Name
The user name that is entered to log in to the Admin.
First Name
The first name of the Admin user.
Last Name
The last name of the Admin user.
Email
The email address that is associated with the Admin user
account. Each Admin account must have a different email
address.
Current Admin Password
Your current Admin password.
New Password
Your new Admin password.
Password Confirmation
Your new Admin password for confirmation.
Message InBox
Your store has an inbox for the messages received from Magento. The messages are rated by
importance, and might refer to updates, patches, new releases, scheduled maintenance,
upcoming events, and more. Any message that is considered to be of major importance
appears in a pop-up window when you log into your store. You can manage your message
inbox much as you would manage your email. Check it often to stay up-to-date on the
latest information from Magento!
Incoming Message
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Message InBox
CHAPTER 5: Store Admin
To manage incoming messages:
1.
When the Incoming Messages box appears, do one of the following:
l
Click the Read Details link for more information.
l
Click the Close box to remove the popup and continue.
A Latest Message notice also appears to the left, just below the header of your store. As
with the popup box, you can click the Read Details link for more information.
Message Notification Below Header
2.
To read your messages, click Go to messages inbox.
The messages in your inbox are marked by severity listed with the most recent at the top.
3.
52
After reading a message, you can apply any of the following actions to the message:
l
For more information, click the Read Details link.
l
To keep the message, click the Mark As Read link.
l
To delete the message from your inbox, click the Remove link.
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CHAPTER 5: Store Admin
Message InBox
Messages Inbox
To apply an action to multiple messages:
1.
On the Admin menu, select System > Notifications.
2.
In your message inbox, do one of the following:
3.
4.
l
Select the checkbox at the beginning of each message you want to manage.
l
Click one of the group selection options above the list to select multiple messages.
When the messages that you want to manage are selected, set Actions to one of the
following:
l
Mark as Read
l
Remove
Click the Submit button to complete the process.
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Message InBox
CHAPTER 5: Store Admin
Apply Action
Message Importance
SEVERITY
54
COLOR
DESCRIPTION
Critical
Red
Indicates an important, time-sensitive message.
Major
Orange
The default message severity level.
Notice
Green
Indicates that a routine operation has taken place.
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CHAPTER 5: Store Admin
Message InBox
Notification Setup
You can specify how often your Message Inbox is updated, from one to twenty-four hours.
If your store Admin has a secure URL, you must set the notifications to be delivered over
HTTPS.
To configure Admin notifications:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Advanced, select System.
3.
Click to expand the Notifications section, and do the following:
a.
If your store Admin is running over a secure URL, set Use HTTPS to Get Feed to
“Yes.”
b.
Set Update Frequency to one of the following:
l
1 Hour
l
2 Hours
l
6 Hours
l
12 Hours
l
24 Hours
Notifications
4.
When complete, click the Save Config button.
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Message InBox
CHAPTER 5: Store Admin
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Use HTTPS to Get Feed
Global
Determines if Admin notifications are delivered
over a secure channel. If your store Admin has a
secure URL, select “Yes.” Options include: Yes /
No
Update Frequency
Global
Determines the frequency of Admin message
updates. Options include:
1 Hour
2 Hours
6 Hours
12 Hours
24 Hours
Last Update
56
Store View
Indicates the date and time of the last message
update.
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CHAPTER 5: Store Admin
Admin Menu
Admin Menu
All of the tools you need to manage the operation and maintenance of your store are
available in the Admin menu.
Dashboard
The Dashboard gives you a quick overview of the
sales and customer activity in your store. It is usually
the first page that appears when you log in to the
Admin.
Sales
The Sales menu is where you can find everything
related to processing an order, including current and
past orders, invoices, shipments, credit memos,
terms and conditions, and taxes.
Catalog
The Catalog menu controls everything related to your
product catalog, including products, categories,
attributes, URL rewrites, search terms and indexing,
product reviews, tags, and Google Sitemap.
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Admin Menu
CHAPTER 5: Store Admin
Mobile
The Mobile menu is where you can configure the
templates, content, and apps for various mobile
devices and store views.
Customers
The Customers menu is where you can manage
customer accounts, and customer groups. You can
even see which customers are online at the moment.
Promotions
The Promotions menu is where you set up catalog
and shopping cart price rules and coupons. Price
rules trigger actions when a set of specific conditions
is met.
Newsletter
The Newsletter menu contains the tools you need to
publish newsletters and manage your list of
subscribers.
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CHAPTER 5: Store Admin
Admin Menu
CMS
The CMS menu is where you create and manage
content for your store. In addition to content pages,
you can create static blocks, “widgets,” and polls.
Reports
The Reports menu provides a broad selection of
reports that give you insight into every aspect of your
store, including sales, shopping cart, products,
customers, tags, reviews, and search terms.
System
The System menu includes tools to configure and
maintain every aspect of your store. In addition, you
can install extensions and manage Web Services for
integration with other applications.
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Admin Tools
CHAPTER 5: Store Admin
Admin Tools
The Admin includes many lists of data for products, orders, customers, search terms,
pages, blocks, and so on. Each list has the same set of tools for finding records, pagination,
sorting, filtering, selecting, and applying actions to records.
Global Search
The Global Search box can be used to find any value in the database, including product,
customer, and order records.
Sorting
The header of each column can be used to sort the list in ascending or descending order.
Filters
The filters in the header of each column can be used to limit the list to specific values.
Some filters have additional options that can be selected from a list box, and for others, you
can simply type the value you want to find.
Pagination
The pagination controls are used to view the additional pages of results.
Selection
The Selection controls above the column headers have links to Select All, Unselect All,
Select Visible, and Unselect Visible
Actions
The Action control applies an operation to any record with a checkmark in the first column.
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CHAPTER 5: Store Admin
Admin Tools
Global Record Search
The global search box is located in the Admin header, and can be used to find any record in
the database. The results can include customers, products, orders, or any related attribute.
Global Record Search
To do a global search:
1.
Type the first few letters of what you are looking for into the global search box.
2.
In the list of closely matching items, click the one that you want to find.
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Admin Tools
CHAPTER 5: Store Admin
List Controls
Many pages in the Admin include a list of records displayed in a grid, with controls at the
top of each column. The controls can be used to sort the list in ascending, or descending
order based on the values in the column. In addition, you can filter the list based on a
value in each column.
Sort Controls
To sort the list:
1.
In the upper-left corner, set Choose the Store View to the define the scope of the data to
be retrieved.
2.
Click the column name of any header. The arrow indicates the current order as either
ascending or descending.
3.
Use the pagination controls to view additional pages in the collection.
To set the pagination controls:
62
1.
Set View to the number of records that you want to view per page.
2.
In the Page box, enter the page number you want to view, or click the arrow button to
advance to the next or previous, page.
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CHAPTER 5: Store Admin
Admin Tools
Pagination Controls
To filter the list:
1.
In the box below the column header, either enter or select the value you want to find.
2.
Click the Search button.
Filter Controls
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Admin Tools
CHAPTER 5: Store Admin
Actions Control
When working with lists of data, you can use the Actions control to apply an operation to a
single record, or to multiple records. The Actions control lists the operations that can be
applied to the selected records. When working with the Manage Products list, you can use
the Actions control to update the attributes of the group of selected products, change their
status from “Disabled” to “Enabled,” or delete them from the database. You can make as
many changes as necessary, and then update the records in a single step. It’s much more
efficient than changing settings individually for each product record.
The selection of available actions varies by list, and additional options may appear,
depending on the action selected. For example, when changing the status of a group of
records, a Status box appears next to the Actions control with additional options.
Applying an Action to Selected Records
Step 1: Select Records
The checkbox in the first column identifies each record that is a target for the action. The
search filters can be used to narrow the list to the records you want to target for the action.
Do the following:
1.
64
Select the checkbox of each record that is targeted for the action. Or, use the selection links
above the list to the left, to select groups of records. Options include:
l
Select All / Unselect All
l
Select Visible / Unselect Visible
2.
If needed, set the search filters at the top of the columns to list the records you want to
include.
3.
In the first column, set the checkbox state to list “Any” record, or only those that match, or
do not match the filter settings.
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CHAPTER 5: Store Admin
Admin Tools
Step 2: Apply an Action to Selected Records
1.
Set the Actions control to the operation you want to apply.
Example: Update Attributes
1.
In the list, select the checkbox of each record to be updated.
2.
Set the Actions control to “Update Attributes,” and click the Submit button.
The Update Attributes page lists all the available attributes, organized by group in the
panel on the left.
Update Attributes
2.
3.
Select the Change checkbox next to each attribute, and make the necessary changes.
4.
Click the Save button to update the attributes for the group of selected records.
Click the Submit button.
Checkbox States
STATE
DESCRIPTION
Any
Lists all records, regardless of checkbox status.
Yes
Lists only records with the checkbox selected.
No
Lists only records without the checkbox selected.
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Admin Tools
CHAPTER 5: Store Admin
Actions by List
MENU
LIST
ACTIONS
SALES
Orders
Cancel
Hold
Unhold
Print Invoices
Print Packingslips
Print Credit Memos
Print All
Print Shipping Labels
Invoices
PDF Invoices
Shipments
PDF Packing Slips
Print Shipping Labels
Credit Memos
PDF Credit Memos
Search Terms
Delete
Manage Products
Delete
CATALOG
Change Status
Update Attributes
Search Terms
Delete
Manage Tags
Delete
Change Status
66
Reviews (All / Pending)
Delete
Update Status
Tags (All / Pending)
Delete
Change Status
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CHAPTER 5: Store Admin
Admin Tools
Actions by List (cont.)
MENU
LIST
ACTIONS
CUSTOMERS
Manage Customers
Delete
Subscribe to Newsletter
Unsubscribe from Newsletter
Assign a Customer Group
NEWSLETTER
Newsletter Subscribers
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Unsubscribe
Delete
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Admin Tools
CHAPTER 5: Store Admin
Notes
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Magento Community Edition User Guide, Version 1.9.2
CHAPTER 6:
Store Details
The basic information for your store includes the store name and address, telephone
number and email address, that appear on email messages, invoices, and other
communications sent to your customers.
Topics in this chapter:
l
Store Information
l
Locale Options
l
States Options
l
Countries Options
l
Currency
l
Basic Shipping Settings
l
Store Email Addresses
l
Contact Us
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Store Information
CHAPTER 6: Store Details
Store Information
The Store Information section provides the basic information that appears on sales
documents and in other communications.
To enter the store information:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under General, select Store Information. Then, do the following:
3.
a.
Enter the Store Name as you want it to appear in all communications.
b.
Enter the Store Contact Telephone number, formatted as you want it to appear in all
communications.
c.
Select the Country where your business is located.
d.
If applicable, enter the Value Added Tax number of your store. To verify the number,
click the Validate VAT Number button.
e.
In the text box, enter your Store Contact Address as you want it to appear on sales
documents.
When complete, click the Save Config button.
Store Information
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CHAPTER 6: Store Details
Store Information
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Store Name
Store View
The name of your store.
Store Contact Telephone
Store View
The primary telephone number of your store.
Country
Website
The country from which your store conducts
business.
VAT Number
Website
Your Value Added Tax number, if applicable.
Validate
VAT Number
Store Contact Address
Store View
Magento Community Edition User Guide, Version 1.9.2
Verifies the number with
VAT ID Validation.
The primary mailing address of your store.
71
Locale Options
CHAPTER 6: Store Details
Locale Options
The locale determines the language, country, tax rate, and other settings used throughout a
store. The Locale Options configure the time zone and language of each store, and identify
the days of your work week in the area.
Locale Options
To set the store locale:
1.
On the Admin menu, select System > Configuration.
2.
Click to expand the Locale Options section.
3.
Select your Timezone from the list. Then, do the following:
4.
72
a.
Set Locale to the store language.
b.
Set First Day of the Week to the day that is considered to be the first day of the week
in your area.
c.
In the Weekend Days list, select the days which fall on a weekend in your area. (To
select multiple options, hold down the Ctrl (PC) or Command (Mac) key.)
When complete, click the Save Config button.
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CHAPTER 6: Store Details
States Options
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Timezone
Website
Identifies the time zone of the primary market
served by the store. Usually the timezone is the
same as that used in the physical location of your
business.
Locale
Store View
Identifies the language, currency, and system of
measurement used in the market served.
First Day of Week
Store View
Identifies the day that is considered to be the first
day of the week in the market served.
Weekend Days
Store View
Identifies the days that fall on the weekend in the
market served.
States Options
In many countries, the state, province, or region is a required part of a postal address. The
information is used for shipping and billing information, to calculate tax rates, and so on.
For countries where it is not required, the field can be omitted entirely from the address, or
included as an optional field.
Because standard address formats vary from one country to another, you can also edit the
address template that determines how the information appears on invoices, packing slips,
and shipping labels.
States Options
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States Options
CHAPTER 6: Store Details
To set up the state options:
1.
On the Admin menu, select System > Configuration.
2.
Click to expand the States Options section, and do the following:
3.
In the State is required for list, select each country where you want State / Province to be a
required entry.
To select multiple options, hold down the Ctrl key (PC) or Command key (Mac), and click
each option.
4.
5.
Set Display not required State to one of the following:
Yes
In countries where the state field is not required, the field is included in the
form as an optional entry.
No
In countries where the state field is not required, the field is omitted from the
form.
When complete, click the Save Config button.
Field Descriptions
FIELD
74
SCOPE
DESCRIPTION
State is required for
Global
Identifies the countries where you conduct
business that require a state or province to be
included in a postal address.
Display not required State
Global
For countries where it is not required, determines
if the State/Province field is included in the postal
address of the customer. Options include:
Yes
Includes the State/Province field
in the customer address, even if
not required by the country.
No
Omits the State/Province field
from the customer address if not
required by the country.
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CHAPTER 6: Store Details
Countries Options
Countries Options
The Countries Options establish the country where your business is located, and the
countries from which you accept payment.
Countries Options
To set the country options for your store:
1.
From the Admin menu, select System > Configuration.
2.
Click to expand the Countries Options section. Then, do the following:
3.
a.
Set Default Country to the country where your business is located.
b.
In the Allow Countries list, select each country from which you accept orders. By
default, all countries in the list are selected. To select multiple countries, hold down
the Ctrl (PC) or Command (Mac) key.
c.
In the Postal Code is Optional list, select each country where you conduct business
that does not require a ZIP or postal code to be included as part of the street address.
d.
In the European Union Countries list, select each country in the EU where you
conduct business. By default, all EU countries are selected.
When complete, click the Save Config button.
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Countries Options
CHAPTER 6: Store Details
Field Descriptions
FIELD
76
SCOPE
DESCRIPTION
Default Country
Store View
Identifies the country where your store is located.
Allow Countries
Store View
Identifies each country from which you accept
orders.
Postal Code is Optional for Global
the following countries
Identifies the countries that do not require a ZIP or
postal code in the shipping address.
European Union Countries
Identifies the countries that are members of the
European Union.
Global
Magento Community Edition User Guide, Version 1.9.2
CHAPTER 6: Store Details
Currency
Currency
Magento Community Edition gives you the ability to accept currencies from more than two
hundred countries around the world.
Setting Up Currency Rates
The Currency Rate configuration defines the base
currency of your store, and the currencies that you
accept as payment.
Currency Symbols
Currency symbols appear in product prices and sales
documents such as orders and invoices.
Updating Currency Rates
Currency rates can be updated manually or imported
into your store as needed, or according to a
predefined schedule.
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Basic Shipping Settings
CHAPTER 6: Store Details
Basic Shipping Settings
Shipping Settings
The Shipping Settings establish the point of origin for
all shipments made from your store or warehouse,
and also your preference for managing orders that
are shipped to multiple addresses.
Shipping Methods
Magento supports a wide range of built-in shipping
methods, including Flat Rate, Free Shipping, Table
Rates, and real-time online rates.
Shipping Carriers
If you have a commercial account with a supported
carrier, you can offer your customers the
convenience of real-time shipping rates, package
tracking, and labels.
Shipping Labels
You can easily create shipping labels for new and
existing orders from the Admin of your store. Labels
can be produced at the time a shipment is created, or
at a later time. Shipping labels are stored in PDF
format and are downloaded to your computer.
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CHAPTER 6: Store Details
Store Email Addresses
Store Email Addresses
You can have up to five different email addresses to represent distinct functions or
departments for each store or view. In addition to the following predefined email identities,
there are two custom identities that you can set up according to your needs.
l
General Contact
l
Sales Representative
l
Customer Support
Each identity and its associated email address can be associated with specific automated
email messages and appear as the sender of email messages that are sent from your store.
Store Email Addresses
Step 1: Set Up the Email Addresses for Your Domain
Before you can configure email addresses for the store, each must be set up as a valid email
address for your domain. Follow the instructions from your server administrator or email
hosting provider to create the email address you need.
Step 2: Configure the Email Addresses for Your Store
1.
On the Admin menu, select System > Configuration.
2.
In the Configuration panel on the left, under General, select Store Email Addresses. Then,
do the following:
a.
Click to expand the General Contact section.
b.
If you have multiple stores or views, set the Current Configuration Scope in the
upper-left corner to identify the store or view where the configuration applies. Then,
clear the checkbox after each field so new values can be entered.
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Store Email Addresses
CHAPTER 6: Store Details
General Contact
c.
In the Sender Name field, type the name of the person that you to appear as the
sender of all email messages that are associated with the General Contact.
d.
In the Sender Email field, type the associated email address.
3.
Repeat this process for any other email addresses that you plan to use.
4.
When complete, click the Save Config button.
Step 3: Update the Sales Email Configuration as Needed
If you use custom email addresses, make sure to update the configuration of any related
email messages, so the correct identity appears as the sender.
80
1.
In the panel on the left, under Sales, select Sales Email.
2.
Click to expand each section, and make sure that the correct store email is selected as the
sender of the message.
3.
When complete, click the Save Config button.
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CHAPTER 6: Store Details
Contact Us
Contact Us
The Contact Us link in the footer of each page is an easy way for customers to keep in touch
with you. The form is enabled by default, and can be configured to send inquiries to a
specific email address and replies from a specific store identity.
Contact Us
To configure the Contact Us form:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under General, click Contacts.
3.
Click to expand the Contact Us section, and set Enable Contact Us to “Yes.”
4.
Click to expand the Email Options section. Then, do the following:
Email Options
5.
a.
In the Send Emails To field, enter the email address of the recipient.
b.
Set Email Sender to the store identity you want to use for the replies sent.
c.
Select the Email Template used to format the data sent from the form.
When complete, click the Save Config button.
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Contact Us
CHAPTER 6: Store Details
Notes
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CHAPTER 7:
Websites, Stores & Views
When Magento Community Edition is installed, a main website, a store, and a store
view are created. You can create additional websites, stores, and store views, as needed.
For example, in addition to your main website, you might have a additional websites
with separate domains. Within each website, you can have multiple stores, and within
each store, separate views.
Websites
Suppose you want to sell machine shop equipment online, and your spouse wants to
sell handmade baskets. It is unlikely that you would sell both of these product lines in
a single store. However, in a single Magento installation, you can do both by setting up
separate websites. Each website can have its own domain name. The websites can be
set up to share customer data, or to have entirely separate sets of customer data.
Stores
For your handmade baskets website, you might want to set up two stores, one
specializing in wicker and one for other materials. You can set up two root categories
(one for wicker items and one for other items) and assign one to each store. Several
stores of one website can have different independent domain names as well, but it
should be configured on the store view level of each store.
Store Views
Your market research indicates that about half of your potential customer base speaks
English, and the other half speaks Spanish. Within each store, you can create a
separate store view for each language. Each store view shares the same catalog, but in a
different language. Customers can switch from one store view to another using the
“language chooser” in the header of the store.
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Setting Up Store Hierarchy
CHAPTER 7: Websites, Stores & Views
Setting Up Store Hierarchy
Before you begin, carefully plan your store hierarchy in advance because it is referred to
throughout the configuration. Each store can have a separate root category, which makes it
possible to have an entirely different set of navigation for each store.
Also consider the prices and product attributes that are needed for each store view.
Magento allows for only one standard price with a tiered pricing structure, per SKU. If you
want to use a different pricing structure for a specific customer group in a store view, you
must create a unique SKU for each view.
Manage Stores
To set up a new website:
1.
On the Admin menu, select System > Manage Stores.
2.
From Manage Stores, click the Create Website button. Then, do the following:
Website Information
3.
a.
Enter the Name of the website. The name is for internal reference, and can refer to the
domain of the site or anything else distinguish it from other sites in the hierarchy.
b.
Enter a Code that will be used on the server to point to the domain. The code must
begin with a lower-case letter, and can include any combination of letters (a-z),
numbers (0-9), and the hyphen (-) character.
c.
(Optional) Enter a Sort Order number to determine the sequence in which this site is
listed with other sites. Enter a zero to make this site appear at the top of the list.
When complete, click the Save Website button.
To set up a new store:
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1.
Before you begin, set up the root category that will be used for this store.
2.
On the Admin menu, select System > Manage Stores.
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3.
Setting Up Store Hierarchy
From Manage Stores, click the Create Store button. Then, do the following:
New Store
4.
a.
Set Website to the site that is the parent of this store.
b.
Enter a Name for the store. The name is for internal reference to distinguish it from
other stores in the hierarchy. For example: Private Sales Store.
c.
Set Root Category to the root category that will be used for the main navigation of the
store. The root category can be the same as used for other stores, or unique to this
store. For example: Private Sales Root.
When complete, click Save Store.
To set up a new store view:
1.
On the Admin menu, select System > Manage Stores.
2.
From Manage Stores, click the Create Store View button. Then, do the following:
Store View Information
3.
a.
Set Store to the parent store of this view.
b.
Enter a Name for this store view. The name appears in the “language chooser” in the
header of the store. For example: French.
c.
Enter a Code in lowercase characters to identify the view. For example: french.
d.
To activate the view, set Status to “Enabled.”
e.
(Optional) Enter a Sort Order number to determine the sequence in which this view is
listed with other views.
When complete, click the Save Store View button.
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Configuration Scope
CHAPTER 7: Websites, Stores & Views
Configuration Scope
If your Magento installation has multiple websites, stores, or views, you can set the scope
of a configuration parameter to apply to a specific part of your installation. The Current
Configuration Scope box in the upper-left corner of the Admin workspace determines the
scope of the current settings. By default, the configuration scope is set to “Default Config.”
For Admin users with restricted access, the list includes only the areas where the user is
granted permission to access.
The configuration scope applies to products categories, attributes, customer management
setting, and so on. The scope of each item appears in brackets after the field to indicate the
range of the setting.
Current Configuration Scope
If your installation includes multiple websites, stores or views, you should always set the
scope to identify where you want the settings to apply. The possible settings are: [STORE],
[WEBSITE], and [GLOBAL].
Any item with the scope of [STORE] can be set differently for each view. For example,
because the scope of a product name and description is [STORE], the fields can have a
different value for each language. However, some configuration settings—such as postal
code—are [GLOBAL] because the same setting applies throughout the system. The
[WEBSITE] scope also applies to the entire site, including all views.
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Configuration Scope
To set the configuration scope:
Before making a configuration setting that applies only to a specific website, store, or view,
do the following:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, select the page with the configuration settings you want to change.
If necessary, click to expand the section to be configured. Then, do the following:
a.
In the upper-left corner of a configuration page, set Current Configuration Scope to
the website, store, or view where the configuration applies.
A checkbox appears after each field, and sometimes additional fields become available.
3.
b.
Clear the Use Default checkbox that is after the field that you want to edit. Then, enter
the new value.
c.
Repeat this process for every field that needs to be updated on the page.
When complete, click the Save Config button.
Scope Settings
SCOPE
DESCRIPTION
Store
The setting is limited to the store view, which is often used to
display a store in multiple languages.
Website
The setting is limited to the website.
Global
The setting applies to the entire installation.
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Adding a Language
CHAPTER 7: Websites, Stores & Views
Adding a Language
Most of the text that appears to be hard-coded on pages throughout your store can be
instantly changed to a different language by changing the locale of the view. Changing the
locale doesn’t actually translate the text word-for-word, but simply references a different
translation table that provides the interface text that is used throughout the store. The text
that can be changed includes navigational titles, labels, buttons, and links such as “My
Cart” and “My Account.”
There is a wide selection of language packs available on Magento Connect. You can also use
the Inline Translation tool to touch up any remaining interface text that was not translated
for the locale, or to fine-tune the translated text.
After changing the language of the locale, the remaining content that you have created,
including product names and descriptions, categories, CMS pages, blocks, and polls must
be translated separately for each store view.
Language Packs on Magento Connect
Step 1: Install a Language Pack
88
1.
Log in to your Magento account.
2.
Go to Magento Connect, and find the language pack that you want to download. Read the
terms of the license, and click the checkbox to proceed.
3.
Click the Install Now button. Then, do the following:
a.
Click the Get the Extension Key button.
b.
Click the Select button. Then, copy the license key.
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Adding a Language
4.
Return to the Admin of your store. Then on the Admin menu, select System > Magento
Connect > Magento Connect Manager.
5.
When prompted, log in to Magento Connect Manager. Then, do the following:
a.
In the Install New Extensions section, paste your extension key.
b.
Click the Install button. The language pack you have chosen appears below.
Install Language Pack
c.
When ready to begin, click the Proceed button.
You can follow the progress in the output frame. During the installation, the language
pack is uploaded to the following folder on your server:
[magento]/app/locale
Output Frame
6.
To return to your store, click the Return to Admin link at the top of the page.
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Step 2: Create a Store View for the Language
1.
On the Admin menu, select System > Manage Stores.
2.
From Manage Stores, click the Create Store View button. Then, do the following:
New Store View
a.
Select the Store that is the parent of the view.
b.
Enter a Name for the store view. For example: Spanish.
This is the name that appears in the “language chooser” in the header.
3.
c.
Enter a Code in lowercase characters to identify the view. For example: spanish.
d.
To activate the view, set Status to “Enabled.”
e.
(Optional) Enter a Sort Order number to determine the sequence in which this view is
listed with other views.
When complete, click the Save Store View button.
Step 3: Change the Locale of the Store View
1.
On the Admin menu, select System > Configuration.
1.
In the upper-left corner, set Current Configuration Scope to the store view.
2.
Click to expand the Locale Options section. Then, do the following:
a.
To the right of the Locale field, clear the Use Website checkbox.
b.
Set Locale to the language that you want to assign to the view.
If there are several variations of the language available, make sure to select the one
that matches the language pack that you installed. For example, the Spanish language
pack downloaded in this example works only when the locale is set to “Spanish
(Spain).” You will need a different language pack to support a specific regional
variation. You will need a different language pack to support the regional variations of
other countries.
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Store URLs
Change the Locale
3.
When complete, click the Save Config button.
Store URLs
The URLs that are associated with your store were configured during the initial installation
of Magento. The Web access options that were entered at that time specify both unsecure
and secure URLs, and whether or not a security certificate is available.
Magento uses variables to define internal links in relation to the base URL, which makes it
possible to move an entire store from one URL to another without having to update the
internal links.
Web Access Options
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Store URLs
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Secure and Unsecure Base URLs
Each website in a Magento installation has a base URL that is assigned to the storefront
and to the Admin. If you have a security certificate for your domain, you can configure
either, or both base URLs to operate over a securely encrypted SSL channel. Unsecure base
URLs begin with “http,” and secure base URLs begin with “https.”
Unsecure Base URL
http://www.yourdomain.com/magento/
Secure Base URL
https://www.yourdomain.com/magento/
URL with IP address
http://10.9.220.154/magento/
If Magento was installed before you registered a domain, the base URL might include the IP
address of the server. If you don’t yet have security certificate, the store will not be able to
switch to secure URLs (https) for transactions that normally take place over the secure
socket layer (SSL). These configuration settings can be updated later to reflect the values
you need before the store “goes live.”
Important! Do not change the Admin URL from the default in the Base URL configuration. To
change the Admin URL or path, see: Using a Custom Admin URL.
To configure the unsecure base URL:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under General, select Web.
3.
Click to expand the Unsecure section. Then, do the following:
4.
Enter the unsecure (http) Base URL for your store. Make sure to end the URL with a
forward slash.
Unsecure
For a typical installation, you do not need to update the paths for the skin, media, and
JavaScript files. Be careful not to change the markup tags in the other fields in the section.
5.
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If you do not plan to use a secure base URL for the Admin, do the following:
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6.
Store URLs
a.
Click to expand the Secure section.
b.
Enter your unsecure (http) Base URL. The URL should be the same in both the Secure
and Unsecure sections.
When complete, click the Save Config button.
To configure the secure base URL:
If your domain has a valid security certificate, you can configure the URLs for either the
storefront and Admin—or both—to run over a secure (https) channel.
1.
Click to expand the Unsecure section. Then, do the following:
a.
To use a secure (https) for the storefront, enter the Base URL, followed by a forward
slash.
Typically, you will not need to update the paths for the skin, media, and JavaScript
files. Be careful not to change the markup tags in the other fields in the section.
b.
If you want to run the entire storefront over a secure (https) channel, set Use Secure
URLs in Frontend to “Yes.”
c.
If you want to run the entire Admin over a secure (https) channel, set Use Secure
URLs in Admin to “Yes.”
Secure
2.
When complete, click the Save Config button.
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Field Descriptions
FIELD
SCOPE
DESCRIPTION
UNSECURE
Base URL
Store View
The full address of the Magento root folder that is
not running over an encrypted (SSL) channel. The
base URL must include a trailing slash.
Base Link URL
Store View
A markup tag that represents the unsecure base
URL.
{{unsecure_base_url}}
Base Skin URL
Store View
A markup tag that points to the folder where the
files for the unsecure site’s skin reside. By
default, the folder is called “skin.”
{{unsecure_base_url}}skin/
If your Magento installation has multiple sites
that use the same folder structure, you can have
a different skin folder for each site. Set the
configuration scope to the correct site before
entering the base skin URL.
You can also specify a skin folder that resides
outside of your Magento installation.
Base Media URL
Store View
A markup tag that points to a folder where the
catalog images for this website are located. By
default, the folder is called “media.”
{{unsecure_base_url}}media/
If your Magento installation has multiple sites
that use the same folder structure, you can have
different media folders for each. This gives you
the ability to use backup and rollback separately
for each media folder.
You can also specify a media folder that resides
outside of your Magento installation.
Base JavaScript URL
Store View
A markup tag that points to the folder where the
JavaScript files are located. By default, the folder
is called “js.”
{{unsecure_base_url}}js/
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Store URLs
Field Descriptions (cont.)
FIELD
SCOPE
DESCRIPTION
If your Magento installation has multiple sites
that use the same folder structure, you can have
a different JavaScript folder for each. This gives
you the ability to update the scripts separately.
You can also specify a JavaScript folder that
resides outside of your Magento installation.
SECURE
Base URL
Store View
The full address of the Magento root folder that is
running over an encrypted (SSL) channel. The
base URL must include a trailing slash.
Base Link URL
Store View
A markup tag that represents the secure base
URL.
{{secure_base_url}}
Base Skin URL
Store View
A markup tag that points to the folder where the
files for the secure site’s skin reside. By default,
the folder is called “skin.”
{{secure_base_url}}skin/
If your Magento installation has multiple sites
that use the same folder structure, you can have
a different skin folder for each. Set the
configuration scope to the correct site before
entering the base skin URL.
You can also specify a skin folder that resides
outside of your Magento installation.
Base Media URL
Store View
A markup tag that points to a folder where the
catalog images are located. By default, the folder
is called “media.”
{{secure_base_url}}media/
If your Magento installation has multiple sites
that use the same folder structure, you can have
different media folders for each. This gives you
the ability to use backup and rollback separately
for each media folder.
You can also specify a media folder that resides
outside of your Magento installation.
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Field Descriptions (cont.)
FIELD
Base JavaScript URL
SCOPE
Store View
DESCRIPTION
A markup tag that points to the folder where the
JavaScript files are located. By default, the folder
is called “js.”
{{secure_base_url}}js/
If your Magento installation has multiple sites
that use the same folder structure, you can have
a different JavaScript folder for each. This gives
you the ability to update the scripts separately.
You can also specify a JavaScript folder that
resides outside of your Magento installation.
Use Secure URLs in
Frontend
Use Secure URLs in
Admin
Offloader header
Store View
Global
Global
If your domain has a security certificate, you can
choose to run the storefront, with or without SSL
encryption. Options include:
Yes
Store URLs begin with “https” to
denote a securely encrypted
channel.
No
Store URLs begin with “http” to
denote a non-encrypted channel.
If your domain has a security certificate, you can
choose to run the store Admin, with or without
SSL encryption. Options include:
Yes
Admin URLs begin with “https” to
denote a securely encrypted
channel.
No
Admin URLs begin with “http” to
denote a non-encrypted channel.
The offloader header is used with a load balancer
to reduce the load on your server. The processing
that is required to run over an encrypted SSL
channel can be offloaded to a proxy server, or to
multiple servers.
The SSL offloader header includes a message
that the channel is secure. Otherwise, the
browser might display a warning that the
connection is not secure.
The default value is:SSL_OFFLOADED
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Store URLs
Using a Custom Admin URL
In a typical Magento installation, the Admin URL and path is immediately below the
Magento base URL. The path to the store Admin is one directory below the root.
Default Base URL
http://yourdomain.com/magento/
Default Admin URL and Path
http://yourdomain.com/magento/admin
Although it is possible to change the Admin URL and path to another location, any
mistake removes access to the Admin, and must be corrected from the server.
As a precaution, do not try to change the Admin URL by yourself unless you know how to edit
configuration files on the server.
Method 1: Change from the Magento Admin:
1.
On the Admin menu, select System > Configure.
2.
In the panel on the left, under Advanced, select Admin.
3.
Click to expand the Admin Base URL section, and do the following:
a.
Set Use Custom Admin URL to “Yes.” Then, enter the Custom Admin URL in the
following format:
http://yourdomain.com/magento/
Important! The Admin URL must be in the same Magento installation, and have the same
document root as the storefront.
b.
Set Custom Admin Path to “Yes.” Then, enter the name of the Custom Admin Path in
the following format:
backend
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Admin Base URL
4.
When complete, click the Save Config button.
After the changes are saved, you must log in to the Admin using the new Admin URL and
path.
Method 2: Change from the Server Command Line
1.
Open the app/etc/local.xml file in a text editor, and change the name of the [admin]
path. Make sure to use only lowercase characters. Then, save the file.
On the server, the admin path is located in the app/etc/local.xml file. Look for the
<adminhtml> argument in the <admin> section:
Default Admin Path
# <frontName><![CDATA[admin]]></frontName>
New Admin Path
# <frontName><![CDATA[backend]]></frontName>
2.
Do one of the following methods to clear the Magento cache:
l
l
On the Admin menu, select System > Cache Management. Then, click the Flush
Magento Cache button.
On the server, navigate to the var/cache folder, and delete the contents of the cache
folder.
Field Descriptions
SCOPE
DESCRIPTION
Use Custom Admin URL
Global
Determines if a custom URL is used to access
the Magento Admin. Options include: Yes / No
Custom Admin URL
Global
Specifies a custom URL to access the Magento
Admin. By default, the Admin URL is the same as
the base URL.
FIELD
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Store URLs
Field Descriptions (cont.)
FIELD
SCOPE
DESCRIPTION
Important! The Admin URL must be in the same
Magento installation, and have the same
document root as the storefront.
Use Custom Admin Path
Global
Determines if a custom path is used to access the
Magento Admin.The default path is “admin.”
Options include: Yes / No
Custom Admin Path
Global
Changes the name of the default Admin path.
Enter the custom path name in lowercase
characters. For example: backend
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Notes
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CHAPTER 8:
Industry Compliance
Magento Community Edition offers a range of security and privacy capabilities that
meet legal requirements and industry guidelines for online merchants. Some are
mandated by the payment card industry, and others are required by law, depending on
your location.
Topics in this chapter:
l
PCI Compliance
l
Privacy Policy
l
Cookie Law
You will learn about PCI compliance, and the importance of establishing procedures to
protect payment information. You will also learn how to bring your store into
compliance with the Cookie Law, which is a requirement in some countries, and
considered a “best practice” in others. In addition, you will learn how to customize and
maintain a privacy policy for your store.
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PCI Compliance Guidelines
CHAPTER 8: Industry Compliance
PCI Compliance Guidelines
The Payment Card Industry (PCI) has established a set of requirements for businesses that
accept payment by credit card over the Internet. In addition to the need to maintain a
secure hosting environment, there are additional requirements that merchants must meet
to ensure the privacy of cardholder data. Every merchant who handles customer credit card
information is required by the Payment Card Industry to conduct business within the
following guidelines:
PCI Requirements
Install and maintain a firewall configuration to protect cardholder data.
Do not use vendor-supplied defaults for system passwords and other security
parameters.
Protect stored cardholder data.
Encrypt transmission of cardholder data across open, public networks.
Use and regularly update antivirus software.
Develop and maintain secure systems and applications.
Restrict access to cardholder data by business need to know.
Assign a unique ID to each person with computer access.
Restrict physical access to cardholder data.
Track and monitor all access to network resources and cardholder data.
Regularly test security systems and processes.
Maintain a policy that addresses information security.
As your business grows, you may be required to file a compliance report on an annual
basis. PCI reporting requirements increase in proportion to merchant level, but are waived
for businesses that process fewer than 20,000 credit card transactions per year. To learn
more, visit the PCI Security Standards Council website.
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Privacy Policy
Privacy Policy
Your store includes a sample privacy policy that must be updated with your own
information. Your privacy policy should describe the type of information that your
company collects, and how it is used. It should also list the filenames of cookies that are
placed on the computers of people who visit your store. Any additional cookies that are
associated with third-party extensions and add-ons should be included in the list. For a
complete list of the cookies used by Magento, see Cookie Restriction Mode.
If you change the URL key of the privacy policy, you must also create a custom URL rewrite
to redirect traffic to the new URL key.
Privacy Policy
To edit your privacy policy:
1.
On the Admin menu, select CMS > Pages > Manage Content.
2.
Find the privacy policy in the list, and click to open the page.
3.
In the panel on the left, click Content.
4.
To work in WYSIWYG mode, click the Show/Hide Editor button.
5.
Make the necessary changes to the content.
6.
When complete, click the Save Page button.
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Cookie Law Compliance
CHAPTER 8: Industry Compliance
Cookie Law Compliance
Cookies are small files that are saved to the computer of each visitor to your site, and used
as temporary holding places for information. Information that is saved in cookies is used to
personalize the shopping experience, link visitors to their shopping carts, measure traffic
patterns, and improve the effectiveness of promotions. To keep pace with legislation in
many countries regarding the use of cookies, Magento offers merchants a choice of methods
for obtaining customer consent:
Implied Consent
Implied consent means that visitors to your store have a clear understanding that cookies
are a necessary part of operations, and by using your site, have indirectly granted
permission to use them. The key to gaining implied consent is to provide enough
information for a visitor to make an informed decision. Many stores display a message at
the top of all standard pages that provides a brief overview of how cookies are used, with a
link to the store’s privacy policy. The privacy policy should describe the type of information
that your store collects, and how it is used.
Expressed Consent
Operating your store in “cookie restriction mode” requires visitors to express their consent
before any cookies can be saved to their computers. Unless consent is granted, many
features of your store will be unavailable. For example, if Google Analytics is available for
your store, it can be invoked only after the visitor has granted permission to use cookies.
Cookie Restriction Mode
When Cookie Restriction Mode is enabled, visitors to your store are notified that cookies are
required for full-featured operations. Depending on your theme, the message might appear
above the header, below the footer, or somewhere else on the page. The message links to
your privacy policy for more information, and encourages visitors to click the Allow button
to grant consent. After consent is granted, the message disappears. The Cookie Restriction
Mode message resides in a CMS static block, and can be edited to suit your voice and style.
Your privacy policy should include the name of your store and contact information, and
explain the purpose of each cookie that is used by your store. See the end of this topic for a
complete list of the cookies used. See the end of this topic for a complete list of the cookies
used.
If you change the URL key of the privacy policy, you must also create a custom URL rewrite
to redirect traffic to the new URL key. Otherwise, the link in the Cookie Restriction Mode
message will return “404 Page Not Found.”
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Cookie Law Compliance
Cookie Restriction Notice In Footer
Step 1: Enable Cookie Restriction Mode
1.
On the Admin menu, select System > Configuration. Then in the panel on the left, under
General, click Web.
2.
Click to expand the Session Cookie Management section, and do the following:
Cookie Session Management
a.
Enter the Cookie Lifetime in seconds.
b.
If you want to make cookies available to other folders, enter the Cookie Path. To make
the cookies available anywhere in the site, enter a forward slash.
c.
To make the cookies available to a subdomain, enter the subdomain name in the
Cookie Domain field. (subdomain.yourdomain.com) To make cookies available to all
subdomains, enter the domain name preceded by a period. (.yourdomain.com)
d.
To prevent scripting languages such as JavaScript from gaining access to cookies, set
Use HTTP Only to “Yes.”
e.
Set Cookie Restriction Mode to “Yes.”
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Step 2: Edit the Cookie Restriction Message
1.
On the Admin menu, select CMS > Static Blocks.
2.
Find the Cookie Restriction Notice, and click to open the block. Then, do the following:
Editing the Cookie Restriction Notice
3.
a.
Select each Store View where the notice should appear.
b.
Set Status to “Enabled.”
c.
In the Content box, edit the message as needed.
When complete, click the Save Block button.
Step 3: Update Your Privacy Policy
106
1.
On the Admin menu, select CMS > Pages > Manage Content.
2.
Find your Privacy Policy in the list, and click to open the page.
3.
In the panel on the left, click Content. If necessary, click the Show/Hide Editor button to
work in WYSIWYG mode.
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CHAPTER 8: Industry Compliance
Cookie Law Compliance
Privacy Policy
4.
Update your privacy policy to describe the information that your company collects, and
how it is used. You can include the information from the tables at the end of this topic.
5.
When complete, click the Save Page button.
Field Descriptions
FIELD
DESCRIPTION
Cookie Lifetime
Determines when the browser can delete Magento cookies. The
default value is 3600, which means that cookies remain in the
browser for one hour.To ensure that cookies expire at the end of
a browser session, set the lifetime to zero.
Cookie Path
Allows you to make Magento cookies available other folders. If
you want to make cookies available anywhere in a site, you
should set this value to a single forward slash.
Cookie Domain
Determines if cookies are visible to subdomains.
(http://subdomain.domain.com) To ensure that your cookies are
available to all subdomains, enter your domain name with a prefix
of a period. (.domain.com)
USE HTTP Only
Makes the cookie available only through HTTP protocol, and
unavailable to JavaScript or other scripting languages.
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Cookie Law Compliance
CHAPTER 8: Industry Compliance
Cookie Reference
Magento Standard Cookies
COOKIE NAME
COOKIE DESCRIPTION
USER_ALLOWED_SAVE_
COOKIE
Indicates if a customer is allowed to use cookies.
external_no_cache
A flag that indicates if caching is disabled.
persistent_shopping_
cart
The session key.
Stf
If product links were sent to friends, stores the timestamps
in the format: $timeStamp1, $timestamp2, ...,
$timestampN.
pollN
A poll ID that indicates if a vote has occurred.
frontend
Session ID
guest-view
Allows guests to edit their orders.
Google Analytics Cookies
COOKIE
108
DESCRIPTION
_utma
Distinguishes users and sessions.
_utmb
Determines new sessions/visits.
_utmc
Determines if the user was in a new session/visit.
_utmz
Stores the traffic source or campaign that explains how the
user reached your site.
Magento Community Edition User Guide, Version 1.9.2
Product Catalog
In this section…
Navigation
Categories
Attributes
Using a Flat Catalog
Creating Products
Product Information
Inventory
Pricing
Images
Swatches
CHAPTER 9:
Navigation
The term, navigation refers to the methods shoppers use to move from page to page
throughout your store. The main menu, or top navigation of your store is actually a list
of category links. The category structure of your catalog is the main way people find
products in your catalog. You will also find categories in the breadcrumb trail that runs
across the top of most pages, and in the “layered navigation” that appears on the left
side of some two- or three-column pages. These are all examples of how categories can
be used to navigate throughout your store.
For a product to be visible in your store, it must be assigned to at least one category.
Each category can have a dedicated landing page with an image, static block, a
description, and list of products. You can also create special designs for category pages
that become active for a specific period of time such as for a holiday season or
promotion.
Categories in Main Menu
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Top Navigation
CHAPTER 9: Navigation
Top Navigation
The main menu of your store displays the selection of categories that are available in your
catalog. You can think of the top navigation as different departments in your store. A toplevel category serves as landing page for all the subcategories below. The position and
presentation of the top navigation might vary by theme, but the way it works is the same.
Top Navigation
The first level of categories below the root typically appear as options in the main menu.
Below that, you can have as many additional subcategories as needed. The category
structure of your catalog can influence how well your site is indexed by search engines. The
deeper a category, the less likely it is to be thoroughly indexed. As a general rule, anywhere
between one and three levels is considered to be the best. You can set the maximum
number of levels that are available in your top navigation in the system configuration.
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CHAPTER 9: Navigation
Breadcrumb Trail
Breadcrumb Trail
A breadcrumb trail is a set of links that shows where you are in relation to other pages in
the store. You can click any link in the breadcrumb trail to return to a previous page. Here’s
an example of a breadcrumb trail from the Magento Demo Store:
HOME/ACCESSORIES/JEWELRY/PEARL STUD EARRINGS
The breadcrumb trail can be configured to appear on CMS content pages, as well as catalog
pages. The format and position of the breadcrumb trail varies by theme, but it is usually
located in the upper-left, just below the header.
Breadcrumb Trail
To add breadcrumbs to CMS pages:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under General, select Web. Then, do the following:
3.
a.
Click to expand the Default Pages section.
b.
Set Show Breadcrumbs for CMS Pages to “Yes.”
When complete, click the Save Config button.
Show Breadcrumbs for CMS Pages
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Product List Configuration
CHAPTER 9: Navigation
Product List Configuration
Product listings can be configured to appear by default as either a list or grid. You can also
determine how many products appear per page, and which attribute is used to sort the list.
Each product list has a set of page controls that can be used to sort the products, change
the format of the list, sort by attribute, and advance from one page to the next.
Products Displayed as a Grid
To configure product listings:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Catalog, select Catalog.
3.
Click to expand the Frontend section.
4.
Set the default List Mode to one of the following:
l
Grid Only
l
List Only
l
Grid (default) / List
l
List (default / Grid
Then, do the following:
114
a.
In the Products per Page on Grid Allowed Values field, enter the number of products
that you want to appear per page when shown in grid format. To enter a selection of
values, separate each number by a comma.
b.
In the Products per Page on Grid Default Value field, enter the default number of
products to appear in the grid per page.
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CHAPTER 9: Navigation
Product List Configuration
c.
In the Products per Page on List Allowed Values field, enter the number of products
that you want to appear per page when shown in list format. To enter a selection of
values, separate each number by a comma.
d.
In the Products per page on List Default Value field, enter the default number of
products that appear in the list, per page.
5.
To give customers the option to list all products, set Allow All Products on Page to “Yes.”
6.
Set Product Listing Sorted by to the default attribute that is initially used to sort the list.
7.
If using a flat catalog, do the following:
a.
To display a flat category listing of products, set Use Flat Catalog Category to “Yes.”
b.
To display a flat product listing, set Use Flat Catalog Product to “Yes.”
8.
If you want to allow dynamic references to media assets in category and product URLs, set
Allow Dynamic Media URLs in Products and Categories to “Yes.”
9.
When complete, click the Save Config button.
Configuration Settings for Product Lists
Page Controls
CONTROL
DESCRIPTION
View As
Displays the list in either a Grid or List format.
Sort By
Changes the sort order of the list.
Show Per Page
Determines how many products appear per page.
Pagination Links
Navigation links to other pages.
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Field Descriptions
FIELD
List Mode
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SCOPE
Store View
DESCRIPTION
Determines the format of the search results list.
Options include:
Grid Only
Formats the list as a grid
of rows and
columns.Each product
appears in a single cell of
the grid.
List Only
Formats the list with
each product on a
separate row.
Grid (default / List)
By default, products
appear in Grid view, but
can be toggled to List
view.
List (default / Grid)
By default, products
appear in List View, but
can be toggled to Grid
view.
Products per Page on Grid
Allowed Values
Store View
Determines the number of products displayed in
Grid View. To provide a selection of options,
enter multiple values separated by commas.
Products per Page on Grid
Default Value
Store View
Determines the number of products displayed per
page by default, in Grid View.
Products per Page on List
Allowed Values
Store View
Determines the number of products displayed in
List View. To provide a selection of options, enter
multiple values separated by commas.
Products per Page on List
Default Value
Store View
Determines the number of products displayed per
page by default, in List View.
Allow All Products per
Page
Store View
If set to “Yes,” includes the “ALL” option in the
“Show per Page” control.
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CHAPTER 9: Navigation
Product List Configuration
Field Descriptions (cont.)
SCOPE
FIELD
Product Listing Sort by
Store View
DESCRIPTION
Determines the sort order of the search results
list. The selection of options is determined by the
Display Settings of the category and the
available attributes that are set to be “Used for
Sorting in Product Listing.” The default is set to
“Use All Available Attributes,” and typically
includes:
Best Value
Name
Price
Use Flat Catalog Category
Global
Enables the flat category structure. Options
include: Yes / No
Use Flat Catalog Product
Global
Enables the flat product structure. Options
include: Yes / No
Allow Dynamic Media
URLs in Products and
Categories
Store View
Allows dynamic media URLs, rather than static
URLs.
Pagination Controls
The Pagination settings control the format of the pagination links in product listings. You
can set the number of links that appear in the control, and configure the Next and Previous
links. For the pagination links to appear, there must be more products in the list than are
allowed per page in the product list configuration.
Pagination Control
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Product List Configuration
CHAPTER 9: Navigation
To configure the pagination control:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left under General, select Design.
3.
Click to expand the Pagination section. Then, do the following:
a.
In the Pagination Frame field, enter the number of links that you want to appear in
the control.
b.
In the Pagination Frame Skip field, enter the number of links to skip ahead to display
the next set of links in the control.
For example, if the pagination frame has five links, and you want to jump to the next
five links, how many links do you want to skip ahead? If you set this to four, then the
last link from the previous set will be the first link in the next set.
c.
In the Anchor Text for Previous field, enter the text that you want to appear for the
Previous link. Leave blank to use the default arrow.
d.
In the Anchor Text for Next field, enter the text that you want to appear for the Next
link. Leave blank to use the default arrow.
Pagination
4.
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When complete, click the Save Config button.
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CHAPTER 9: Navigation
Product List Configuration
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Pagination Frame
Store View
Determines how many links appear at once in the
pagination control.
Pagination Frame Skip
Store View
If the current frame position cannot accommodate
the pages, renders the link to the current position,
plus or minus this value.
Anchor Text for Previous
Store View
Alternative text for the Previous link in the
pagination control. If empty, a default arrow image
appears.
Anchor Text for Next
Store View
Alternative text for Next link in pagination control.
If empty, a default arrow image appears.
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Layered Navigation
CHAPTER 9: Navigation
Layered Navigation
Layered navigation makes it easy to find products based on category, price range, or any
other available attribute. Layered navigation usually appears in the left column of search
results and category pages and sometimes on the home page. The standard navigation
includes a “Shop By” list of categories and price range. You can configure the display of
layered navigation, including product count and price range.
The following instructions show how to set up basic layered navigation. For advanced
layered navigation with price steps, see Price Navigation.
Layered Navigation by Category and Price
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CHAPTER 9: Navigation
Layered Navigation
Step 1: Configure Attributes and Anchor Categories
Make sure that the attribute properties and the anchor categories that are required for
layered navigation are configured correctly.
Step 2: Set Up Basic Layered Navigation
1.
On the Admin menu, select System Configuration.
2.
In the panel on the left, under Catalog, select Catalog.
3.
Click to expand the Layered Navigation section. Then, do the following:
Layered Navigation
4.
a.
To display the number of products found for each attribute, set Display Product
Count to “Yes.”
b.
Set Price Navigation Step Calculation to “Automatic (equalize price ranges).”
When complete, click the Save Config button.
Filterable Attributes
Layered navigation can be used to search for products by category or by attribute. For
example, when a shopper chooses the Apparel/Shoes category from the top navigation, the
initial results include all products in the shoes category. The list can be filtered further by
choosing a specific color or size, or by specifying values for both color and size. For an
attribute to be included in layered navigation, its property settings must be set to make it
filterable.
Anchor categories can be set to appear in an additional section that filters the list by
attribute value. The attribute section appears only if a category is set to “Is Anchor.” Each
attribute can be configured to display the number of matching records found.
The attribute properties, combined with the product properties, determine which attributes
can be used as filters for layered navigation. Only those with the catalog input type of
Dropdown, Multiple Select or Price can be used as filterable attributes.
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CHAPTER 9: Navigation
Filterable Attributes In Layered Navigation
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CHAPTER 9: Navigation
Layered Navigation
Step 1: Set the Attribute Properties
1.
On the Admin menu, select Catalog > Attributes > Manage Attributes.
2.
Click to open the attribute in edit mode, and do the following:
a.
b.
Scroll down to the Frontend Properties section, and set Use In Layered Navigation to
one of the following:
l
Filterable (with results)
l
Filterable (no results)
Set Use In Search Results Layered Navigation to “Yes.”
Step 2: Make the Category an Anchor
1.
On the Admin menu, select Catalog > Manage Categories.
2.
In the Categories panel on the left, click to open the category.
3.
On the Display Settings tab, set Is Anchor to “Yes.”
4.
Click the Save Category button.
5.
To test the setting, go to your store and select the category in the top navigation. The
selection of filterable attributes for the products in the category appears in the layered
navigation.
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Layered Navigation
CHAPTER 9: Navigation
Price Navigation
Price navigation can be used to distribute products by price range in layered navigation.
You can also split each range in intervals. There are ways to calculate price navigation:
l
Automatic (Equalize Price Ranges)
l
Automatic (Equalize Product Counts)
l
Manual
With the first two methods, the navigation steps are calculated automatically. The manual
method lets you specify a division limit for price intervals. The following example shows
the difference between price navigation steps of 10 and 100.
Iterative splitting provides the best distribution of products among price ranges. With
iterative splitting, after a customer chooses to view the $0.00-$99 range, the customer can
drill-down through several sub-ranges of prices. Price-range splitting stops when the
number of products reaches the threshold set by the Interval Division Limit.
Example: Price Navigation Steps
PRICE STEP BY 10
PRICE STEP BY 100
$20.00 - $29.99 (1)
$0.00 - $99.99 (4)
$30.00 - $39.99 (2)
$100 - $199.99 (5)
$70.00 - $79.99 (1)
$400.00 - $499.99 (2)
$100.00 - $109.99 (1)
$700.00 and above (1)
$120.00 - $129.99 (2)
$150.00 - $159.99 (1)
$180.00 - $189.99 (1)
$420.00 - $429.99 (1)
$440.00 - $449.99 (1)
$710.00 and above (1)
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CHAPTER 9: Navigation
Layered Navigation
To configure price layered navigation:
1.
On the Admin menu, select System > Configuration. Then in the panel on the left, under
Catalog, select Catalog.
2.
In the upper-left corner, set Current Configuration Scope to the store view to be
configured.
3.
Click to expand the Layered Navigation section.
4.
If you want to display the number of products in parentheses after each filtered item, set
Display Product Count to “Yes.”
5.
Set Price Navigation Steps Calculation to one of the following methods:
Method 1: Automatic (equalize price ranges)
Set Price Navigation Steps Calculation to “Automatic (equalize price ranges.)” This setting
uses the existing price layered navigation algorithm, and is similar to the Automatic
option in earlier versions of Magento.
Layered Navigation
Method 2: Automatic (equalize product counts)
1.
Set Price Navigation Steps Calculation to “Automatic (equalize product counts).”
2.
Set Display Price Interval as One Price to “Yes” if you want to display a single price
when multiple products with the same price.
3.
In the Interval Division Limit field, enter the threshold for a number of products
within a price range. The range cannot be further split beyond this limit., The default
value is 9.
Automatic (equalize product counts)
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Layered Navigation
CHAPTER 9: Navigation
Method 3: Manual
1.
Set Price Navigation Steps Calculation to “Manual.”
2.
Enter a value to determine the Default Price Navigation Step.
3.
Enter the Maximum Number of Price Intervals allowed, up to 100.
Manual
6.
126
When complete, click the Save Config button.
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CHAPTER 9: Navigation
Layered Navigation
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Display Product Count
Store View
Determines if the product count appears after
each attribute, price range, and category. Options
include: Yes / No
Price Navigation Step
Calculation
Store View
Indicates the method used to determine the price
navigation step. Options include:
Automatic
(equalize price
ranges)
Bases the calculation on
the price range of
products in the group.
Automatic
(equalize product
counts)
Bases the calculation on
the number of products in
the group.
Establishes a threshold
for the minimum number
of products in the group,
to prevent them from
being divided into smaller
groups.
Manual
Default Price Navigation
Step
Store View
Maximum Number of Price Store View
Intervals
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Uses the division limit
that you enter for price
intervals.
Determines the number of products that are
included in each step.
Establishes a limit for the number of price
intervals that appear in layered navigation.
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Layered Navigation
CHAPTER 9: Navigation
Notes
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CHAPTER 10:
Categories
Before you add products to your catalog, you must first establish the basic category
structure of your catalog. Every product in your catalog must be assigned to at least
one category.
Topics in this chapter:
l
Creating Categories
l
Modifying Categories
l
Root Categories
l
Hidden Categories
l
General Information
l
Display Settings
l
Custom Design
l
Category Products
Categories in Main Menu
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Category Levels
CHAPTER 10: Categories
Category Levels
The number of subcategory levels that you can have in the top navigation is set in the
system configuration.By default, there is no limit to the number of levels of subcategories
you can set up. In the following image, the Home & Decor category has a depth of two
levels.
Subcategory Levels
To set the depth of the top navigation:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Catalog, select Catalog.
3.
Click to expand the Category Top Navigation section.
4.
To place a limit on the number of subcategories that can be used in the top navigation,
enter the number in the Maximal Depth field.
The default Maximal Depth value is 0, which does not limit the number of subcategory
levels you can have.
5.
When complete, click the Save Config button.
Category Top Navigation
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CHAPTER 10: Categories
Creating Categories
Creating Categories
When working in the Admin, the category structure is like an upside-down tree, with the
root at the top. Each section of the tree can be expanded and collapsed. Any disabled or
hidden categories are grayed out.
Category Structure
Process Overview:
Step 1: Create a Category
Step 2: Complete the General Information
Step 3: Complete the Display Settings
Step 1: Create a Category
1.
On the Admin menu, select Catalog > Manage Categories.
2.
Before you begin, set Choose Store View to the store or view. By default, the scope of the
category configuration is set to “All Store Views.”
3.
In the category tree, click the category that is to be the parent of the new category. The
parent is the level just above the new category.
If you’re starting from the beginning without any data, there might be only two categories
in the list: “Default Category,” which is the root, and an “Example Category.”
4.
Click the Add Subcategory button.
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Category Tree
Step 2: Complete the General Information
1.
132
In the General Information section, do the following:
a.
(Required) Type the Name of the category.
b.
(Required) To enable the category, set Is Active to “Yes.”
c.
You can enter a URL Key for the category, or let the system automatically create one
that is based on the category name.
2.
If supported by your theme, you can display a Thumbnail image in the main menu for
each category. Click the Choose File button and select the image to upload.
3.
In the Description box, enter a paragraph or two of descriptive text for the category
landing page.
4.
To display an Image at the top of the category landing page, click the Choose File button
and select the image to upload.
5.
Complete the category meta data:
l
Page Title
l
Meta Keywords
l
Meta Description
6.
(Required) To include the category in the main menu, set Include in Navigation Menu to
“Yes.”
7.
Click the Save Category button. Then, take note of the following:
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l
l
l
Creating Categories
The new category now appears in the tree. If it’s not in the correct position, you can
drag it to another location in the tree.
In addition to the category name, it has an ID number shown in parentheses, just after
the name at the top of the page.
A URL Key that is based on the category name can be automatically generated for the
category.
Category URL Key
Step 3: Complete the Display Settings
You can configure the category landing page to display both a static block and product list,
or one or the other. A static block can provide additional information, including text,
images, and even embedded video.
Display Settings
1.
On the Display Settings tab, do the following:
a.
Set Display Mode to one of the following:
l
Products Only
l
Static Block Only
l
Static Block and Products
b.
If applicable, set CMS Block to the static block that you want to appear on the
category page.
c.
If you want this category page to display the “Filter by Attribute” section of layered
navigation, set Is Anchor to “Yes.”
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Creating Categories
d.
2.
CHAPTER 10: Categories
Clear the checkbox under Default Product Listing Sort By. Then select one of the
available values to sort the list. By default, all available attributes are listed. The
default values typically include:
l
Best Value
l
Name
l
Price
When complete, click the Save Category button.
Modifying Categories
After a category is established, it can be edited, moved to another position in the category
tree, or deleted from the catalog. However, if your catalog is live, you should consider how
the change might impact any existing links to products in the category. For example, if
your product URLs include the category path, and the category name is changed, any
existing links to products in the category will be broken. To avoid this problem, you can
configure your catalog to automatically create a permanent redirect if the URL key changes.
You can also use the URL Rewrite tool to redirect traffic from an old URL to a new one.
To move a category:
1.
On the Admin menu, select Catalog > Manage Categories.
2.
To move a category, simply drag-and-drop it to a new location. Category order changes are
saved automatically.
To delete a category:
1.
On the Admin menu, select Catalog > Manage Categories.
2.
Click to select the category you want to delete.
A deleted category cannot be restored, so make sure that you have selected the correct
category before proceeding.
3.
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Click the Delete Category button to save your changes.
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CHAPTER 10: Categories
Creating Categories
Root Categories
The category structure is like an upside-down tree, with the root on top. All categories in
your catalog are nested below the root. Because the root category is the highest level of the
catalog, your store can have only one root category active at a time. You can, however,
create additional root categories for alternate catalog structures, different stores, and views.
The root category is not visible to customers in the store, and does not have a URL key.
Root Categories
Step 1: Create a New Root Category
1.
On the Admin menu, select Catalog > Manage Categories.
2.
In the upper-left of the Manage Categories page, click the Add Root Category button.
Then, complete the following required fields:
3.
a.
Enter a Name for the root category.
b.
Set Is Active to “Yes.”
c.
If you want this root category to be in the main menu, set Include in Navigation
Menu to “Yes.”
Complete the remaining optional fields as needed:
a.
Click the Choose File to upload a Thumbnail Image for the root category.
b.
Enter a Description of the root category.
c.
Click the Choose File button to upload an Image to the root category.
d.
Complete the following meta data:
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l
Page Title
l
Meta Keywords
l
Meta Description
4.
Click the Display Settings tab. Then, set Is Anchor to “Yes.”
5.
When complete, click the Save Category button.
Step 2: Add Subcategories to the New Root
1.
On the Categories page, click the General tab.
2.
In the category tree on the left, click to select the new root category you created in the last
step.
3.
Click the Add Subcategory button.
4.
Give the subcategory a Name, and set Is Active to “Yes.”
5.
Click the Save Category button.
6.
Repeat this process to create as many subcategories as you need.
Step 3: Apply the New Root Category to Your Store
136
1.
On the Admin menu, select System > Manage Stores.
2.
On the Manage Stores page, under Store Name, click the Main Store link.
3.
Change Root Category to the new root category.
4.
Click the Save Store button.
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Creating Categories
Hidden Categories
There are many ways to use hidden categories. You might want to create additional
category levels for your own internal purposes, but show only the higher-level categories to
your customers. Or, you might want to link to a category that is not included in the
navigation menu.
To create hidden categories:
1.
On the Admin menu, select Catalog > Manage Categories.
2.
In the category tree, select the category you want to hide.
3.
On the General Information tab, do the following:
a.
Set Is Active to “No.”
b.
Set Include in Navigation Menu to “No.”
4.
On the Display Settings tab, set Is Anchor to “No.”
5.
Although the category is hidden, you can still create additional subcategories beneath it,
and make them active. Complete the following settings for each hidden subcategory:
a.
On the General Information tab, set Is Active to “Yes.”
b.
On the Display Settings tab, set Is Anchor to “Yes.”
As active categories, you can now link to them from other places in your store, but they will
not appear in the navigation menu.
6.
When complete, click the Save Category button.
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General Information
On the General Information tab, complete the basic information about the category you are
creating or editing. You can enter keywords to improve the way the category is indexed by
search engines, create a URL key for the category, and activate or deactivate the category.
General Information
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General Information
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Name
Store View
(Required) The category name appears in the
navigation, and also in the URL key of the
category page and associated product pages.
Is Active
Store View
(Required) To make this category available,
select “Yes.” Options include: Yes / No
URL Key
Store View
The URL Key is a relative path to the category,
and is automatically generated when the category
is saved. The URL Key must be all lower-case
characters, with no spaces. As a best practice,
each word is separated by a hyphen. If you edit
the default URL key, a custom redirect is created
automatically. A root category does not have a
URL key.
Thumbnail Image
Store View
If supported by your theme, a thumbnail image
can be associated with each category and appear
as part of the option in the main menu of the store.
Description
Store View
The category description, if used, appears below
the category image- and before the product list.
Image
Store View
The category image, if used, appears at the top of
the category page, before the description and
product list.
As an alternative, you can display a CMS static
block in place of the description and image. (See
Category Display Settings.)
Page Title
Store View
The category page title appears in the browser tab
and title bar. As a best practice, the title should be
not more than twelve words in length, and should
include a combination of primary and secondary
keywords.
Meta Keywords
Store View
Keywords are used by some search engines, and
not by others. You can use a keyword search tool
to identify high value keywords that relate to your
category. A general rule is to use no more than
thirty keywords, or 180 characters. Avoid repeats,
and empty words such as “a,” “an,” “or” and “that.”
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Field Descriptions (cont.)
FIELD
SCOPE
DESCRIPTION
Meta Description
Store View
Enter a description of the category, using
approximately twenty-five words or 150
characters.
Include in Navigation
Menu
Store View
(Required) Determines if the category is included
in the main menu. Options include:
Yes
Include this category in the top
navigation, select “Yes.”
No
Hides the category, although it is
active.Hidden categories do not
appear in the top navigation, but
are included in layered navigation.
Display Settings
The Display Settings determine which content elements appear on a category page and the
order that products are listed. You can enable CMS blocks, set the anchor status of the
category, and manage sorting options from this page.
Display Settings
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Field Descriptions
FIELD
Display Mode
SCOPE
Store View
DESCRIPTION
Determines the content elements displayed on
the category page. Options include:
Products Only
Static Block Only
Static Block and Products
CMS Block
Store View
To display a CMS static block at the top of the
category page, select the name of the block from
the list.
Is Anchor
Global
When set to “Yes,” includes the “filter by attribute”
section in the layered navigation. Options
include: Yes / No
Available Product Listing
Sort By
Store View
(Required) The default values are Value, Name,
and Price. To customize the sorting option, clear
the Use All Available Attributes checkbox and
select the attributes you want to use. You can
define and add attributes as needed.
Default Product Listing
Sort By
Store View
(Required) To define the default “Sort By” option,
clear the “Use Config Settings” checkbox and
select an attribute.
Layered Navigation Price
Step
Store View
By default, Magento displays the price range in
increments of 10, 100, and 1000, depending on
the products in the list. To change the Price Step
range, clear the “Use Config Settings” checkbox.
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Custom Design
CHAPTER 10: Categories
Custom Design
The Custom Design tab gives you control over the look and feel of a category and all
assigned product pages, including the content blocks and page layout. You can customize a
category page its assigned products for a promotion or to differentiate the category from
others and increase sales. For example, you might develop distinctive design for a brand or
special line of products.
Custom Design
To create a custom category design:
1.
If the parent category of the selected category has already been customized and you want to
use same settings, set Use Parent Category Settings to “Yes.”
2.
To apply the custom design to all the products assigned to the category, set Apply to
Products to “Yes.” Otherwise, the customization applies to only the category page.
3.
To apply a different theme to the category, select the theme you want to use from the
Custom Theme list.
4.
To apply the category design to a specific range of time, click the calendar
to select both
the Active From and Active To dates. Otherwise, the design will take effect when you save
the changes to the category.
5.
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Click the Save Category button to save your changes.
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Field Descriptions
FIELD
SCOPE
DESCRIPTION
Use Parent Category
Settings
Store View
Allows the current category to inherit the design
settings from the parent category. Options
include: Yes / No
Apply to Products
Store View
Applies the custom settings to all products in the
category. Options include: Yes / No
Custom Theme
Store View
Applies a custom theme to the category.
Active From
Store View
The beginning of a date range that specifies the
first day the theme is to be used in the store. The
date can be entered or selected from the calendar.
Active To
Store View
The end of a date range that specifies the last day
the theme is to be used in the store. The date can
be entered or selected from the calendar
Page Layout
Store View
Applies a different layout to the category page.
Options include:
Custom Layout Update
Store View
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No layout updates
Pre-selected by default,
and does not apply layout
changes to the category
page.
Empty
Use to define your own
page layout.(Requires an
understanding of XML.)
1 column
Applies a one-column
layout to the category
page.
2 columns with left
bar
Applies a two-column
layout with a left sidebar
to the category page.
2 columns with
right bar
Applies a two-column
layout with a right sidebar
to the category page.
3 columns
Applies a three-column
layout to the category
page.
Updates the theme layout with custom XML code.
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Category Products
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Category Products
The Category Products tab lists the products that are currently assigned to the category.
From the list, you can easily add and remove products from the category.
Category Products
To assign products to a category:
1.
From the category record, click the Category Products tab. Then, do the following:
a.
Use the filters and checkbox control to find the products you want to assign:
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To display all products currently assigned to the category, set the checkbox control
to “Yes.”
To display all products that are not assigned to the category, set the checkbox
control to “No.”
To display all products, set the checkbox control to “Any.”
b.
Press the Search button.
c.
To list all products again, click the Reset Filter button.
2.
Select the checkbox of each product you want to assign to the category.
3.
When complete, click the Save Category button.
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CHAPTER 11:
Attributes
Attributes are the building blocks of your product catalog, and describe specific
characteristics of a product. Here are a few ways you can use attributes to enhance the
shopping experience:
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Input controls for product options
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Provide additional information on product pages
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Search parameters
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In product comparison reports
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As layered navigation “Shop By” parameters
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In catalog and shopping cart price rules
Each attribute contains a value that describes a characteristic of a product, such as
“color” or “fabric.” The “color” attribute with the “dropdown” input type might contain
many values, although only a few apply to any given product. Because a single
attribute can be used with multiple products, your store needs to have only one
attribute for color. You can create as many attributes as you need, and assign the most
common value as the default, to make it easy for your customers to select the option.
The attributes that make up a product are combined into an attribute set, which is
used as template to create new products. The attribute set determines which fields are
included in a product, and how they are grouped in the Product Information panel.
Magento has a default attribute set with a standard selection of product attributes such
as Name, Price, Description, and so on. If you want to keep it simple, you can use the
default attribute set for your entire catalog.
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Attribute Input Types
CHAPTER 11: Attributes
Attribute Input Types
When viewed from the Admin, attributes are the fields that you complete when you create a
product. The input type that is assigned to an attribute determines the type of data that
can be entered and the format of the field or input control. From the standpoint of the
customer, attributes provide information about the product, and are the options and data
entry fields that must be completed to purchase a product.
PROPERTY
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DESCRIPTION
Text Field
A single line input field for text.
Text Area
A multiple-line input field for entering paragraphs of text such as a
product description. You can use the WYSIWYG Editor to format
the text with HTML tags, or type the tags directly into the text.
Date
Date values can be entered by making a selection from a dropdown list, or from a popup calendar. Depending on your system
configuration, dates can be typed directly into a field, or selected
from the calendar or list. To format date and time values, see:
Date & Time Custom Options.
Yes/No
Displays a drop-down list with pre-defined options of “Yes” and
“No.”
Dropdown
Displays a drop-down list of values. Only one item can be
selected at a time. The Dropdown input type is a key component
of configurable products.
Multiple Select
Displays a drop-down list of values. To select more than one
option, hold the Ctrl key down and click each item.
Price
This input type is used to create price fields that are in addition to
the predefined attributes, Price, Special Price, Tier Price and
Cost. The currency used is determined by your system
configuration.
Media Image
Associates an additional image with a product, such as a product
logo, care instructions, or ingredients from a food label. When
you add a media image attribute to the attribute set of a product,
it becomes an additional image type, along with Base, Small, and
Thumbnail. The media image attribute can be excluded from the
thumbnail gallery, but can still be used.
Fixed Product Tax
Lets you define FPT rates based on the requirements of your
locale. To learn more, see: General Tax Settings.
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Attribute Input Types
Date & Time Custom Options
You can customize the format of date and time fields, and select the input control used for
dates. Dates values can be selected from a drop-down list, or from a popup JavaScript
calendar. The following page has an example of each type of date input control.
Date Input Controls
To format date/time fields:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Catalog, select Catalog.
3.
Click to expand the Date & Time Custom Options section. Then, do the following:
a.
To display the JavaScript calendar as an input control for date fields, set Use
JavaScript Calendar to “Yes.”
b.
To establish the Date Fields Order, set each to one of the following:
c.
d.
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Month
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Day
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Year
Set your preferred Time Format to one of the following:
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12h AM/PM
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24h
To set the Year Range for the drop-down year values, enter the year in YYYY format to
establish the beginning and ending from and to dates.
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If left blank, the field defaults to the current year.
Date & Time Custom Options
4.
When complete, click the Save Config button.
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Use JavaScript Calendar
Store View
Determines if the JavaScript calendar is used as
an input control for date fields. If set to “No,” a
separate dropdown appears for each part of the
date field. Options include: Yes / No
Date Fields Order
Store View
Establishes the order of the three date fields.
Options include: Day / Month / Year
Time Format
Store View
Sets the time format to either a twelve or twentyfour hour clock. Options include:
12h AM/PM
24h
Year Range
Store View
Defines the beginning and ending range of years
that appear in the drop-down Year field. The value
must be entered in YYYY format.
Creating Attributes
The properties of an attribute determine how it can be used in your catalog and how it
appears throughout your store. In addition to the basic properties, there are additional
properties for drop-down and multiple-select input types, their values, and associated
labels. The title, or label, identifies the attribute in the Admin and your storefront. If your
store is available in multiple languages, you can enter a different translated label for each
language. Attributes can be created with the Manage Attributes tool, and also from inside a
product record.
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Creating Attributes
Manage Attributes
Process Overview:
Step 1: Assign the Attribute Properties
Step 2: Define the Label and Values
Step 1: Assign the Attribute Properties
1.
On the Admin menu, select Catalog > Attributes > Manage Attributes. Then, click the Add
New Attribute button.
2.
In the Attribute Properties section, complete the following required (*) properties:
a.
Enter a unique Attribute Code to identify the attribute internally. The code should be
all lowercase characters without spaces.
b.
In the Apply To list, choose each product type that is associated with the attribute.
Attribute Properties
3.
Complete the remaining Attribute Properties as needed.
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4.
CHAPTER 11: Attributes
a.
Set Scope to the indicate where the attribute can be used.
b.
Set Catalog Input Type for Store Owner to the type of input control used by the store
administrator during data entry.
c.
If you want to prevent duplicate values from being entered in this field, set Unique
Value to “Yes.”
d.
To require that a value must be entered in the field before the record can be saved, set
Values Required to “Yes.”
e.
To run a validity test of data entered into the field, set Input Validation for Store
Owner to the type of data the attribute should contain.
In the Frontend Properties section, complete as many of the settings as needed.
Frontend Properties
Step 2: Define the Label and Values
1.
2.
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In the Attribute Information panel on the left, select Manage Label / Options. Then, do the
following:
a.
In the Manage Titles section, under Admin, enter a descriptive label to identify the
field during data entry.
b.
The next column determines how the label appears in your storefront. You can leave
the box blank to use the Admin label as the default.
c.
If your store is available in multiple languages, enter a translated label into each box,
as needed.
For drop-down or multiple-select input types, do the following:
a.
In the Manage Options section, click the Add Option button.
b.
In the new row, under Admin, type the value you want to use in your store's Admin.
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Creating an Attribute Set
c.
Enter the value you want your customers to see. (Leave blank to use the Admin value
as the default.)
d.
If applicable, enter a translated value for each language supported.
e.
Enter a number to determine the Position of this value in relation to other options in
the list.
f.
Select Is Default to automatically select this value.
g.
Repeat these steps for each value you want to add to the list.
Manage Label / Options for Dropdown Input Type
3.
When complete, click the Save Attribute button.
The attribute appears in the Manage Attributes list, sorted in alphabetical order by
Attribute Code. Use the Page controls to view each page of the list.
Deleting Attributes
If you used sample data while setting up your store, you might have attributes that aren’t
needed for your catalog. When an attribute is deleted, it is removed from any related
products and attribute sets. System attributes are part of the core functionality of your
store and cannot be deleted.
To delete an attribute:
1.
On the Admin menu, select Catalog > Attributes > Manage Attributes.
2.
In the list, find the attribute and click to open the record.
3.
Click the Delete Attribute button.
4.
When prompted to confirm, click OK.
Creating an Attribute Set
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.
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Manage Attribute Sets
Your store comes with an initial attribute set called “default” which contains 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 special attributes (fields) needed to describe the product.
A single attribute can be used by as many different attribute sets as is necessary. For
example, the attribute “color” can be included in an attribute set for clothing, paint, or for
any number of different products.
To create an attribute set:
1.
On the Admin menu, select Catalog > Attributes> Manage Attribute Sets.
2.
Click the Add New Set button. Then, do the following:
Edit Set Name
3.
a.
Enter a Name for the attribute set.
b.
In the Based On field, select another attribute set from which this attribute set is to
inherit attributes. This option enables you to reuse the attributes already defined in a
set to build other attribute sets. The simple option is to leave the Default option that
appears in this field.
Click the Save Attribute Set button. The next page displays the following:
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The top left of the page shows the name of the attribute set defined earlier. You have the
option to edit the name because this value is for internal use.
The center of the page shows a hierarchical tree representing Groups for attributes.
The right side of the page shows a list of defined attributes that are not assigned to this
attribute set.
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4.
Select the attribute to be assigned to this Group by dragging them from the Unassigned
Attributes area on the right into the relevant Group in the middle of the page.
5.
When the attribute set is complete, click the Save Attribute Set button.
Edit Attribute Set
System Attributes are marked with a dot and cannot be removed from the Groups list.
However, you can drag them to another Group in the attribute set.
To create a new attribute group:
1.
In the Groups section of the attribute set, click the Add New button.
2.
Enter a Name for the new group, and click OK.
3.
Do either of the following:
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Drag Unassigned Attributes to the new group.
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Drag attributes from any other group to the new group.
The new group becomes a section in the Product Information panel for any product that is
based on this attribute set.
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Attribute Quick Reference
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Attribute Quick Reference
Product Type Properties
PROPERTY
DESCRIPTION
Apply To
Identifies the product types that can use the attribute. Visibility
must be set to include the catalog.
Use to Create
Configurable Product
Identifies an attribute that is used to create a drop-down list of
options for a configurable product.
Data Entry Properties
PROPERTY
DESCRIPTION
Default Value
Displays a common entry as a starting value.
Unique Value
Prevents duplicate values from being entered.
Values Required
Requires a value to be entered before the record can be saved.
Input Validation
Performs a validation check of the data, based on data type, or
format.
Search and Navigation Properties
PROPERTY
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DESCRIPTION
Use in Quick Search
Lets customers use the Search box to find items based on the
value of the attribute.
Use in Advanced Search
Includes the attribute as a field on the Advanced Search form.
Use in Layered Navigation
Includes the attribute in the layered navigation that is displayed
for category lists.
Use in Search Results
Layered Navigation
Includes the attribute in the layered navigation that is displayed
for search results lists.
Position
Determines the position of the attribute when listed with others in
the layered navigation list.
Use in Product Listing
(Depending on theme) Includes the attribute in the product
listing.
Use for Sorting in Product
Listing
(Depending on theme) Includes this attribute as an option in the
Sort By list, which can be used to sort a product list.
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Rules and Comparison Properties
PROPERTY
DESCRIPTION
Comparable on Front-end
Includes the attribute in the Compare Products report.
Use for Promo Rule
Conditions
Allows the attribute to be used as the basis of a condition that
triggers a promotional Price Rule or Shopping Cart rule.
Presentation Properties
PROPERTY
DESCRIPTION
Visible on Product View
Page
Includes the attribute on the Additional Information tab of the
product view page.
Allow HTML Tags on
Frontend
Permits text fields and areas to be manually tagged with HTML.
Enable WYSIWYG Editor
Makes the WYSIWYG Editor available for tagging a text field or
text area with HTML.
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Attribute Properties
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Attribute Properties
The Attribute Properties define the individual characteristics that determine how an
attribute can be used in the product catalog.
Attribute Properties
Property Descriptions
PROPERTY
DESCRIPTION
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).The code must be less
than thirty characters in length and cannot include any special
characters or spaces, although an underscore (_) can be used to
indicate a space.
Scope
Limits the use of an attribute to a specific store view or website.
Options include:
Store View
Website
Global
Catalog Input Type for
Store Owner
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Determines the data type and input control that is used to
manage the product from the store Admin. Options include:
Text Field
A single line input field for text.
Text Area
A multiple-line input field that can
display paragraphs of text
formatted with HTML.
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Attribute Properties
Property Descriptions (cont.)
PROPERTY
Default Value
DESCRIPTION
Date
An input field for date values.
The date can be typed directly
into the field, or selected from a
list or calendar.
Yes/No
A drop-down list with pre-defined
options of “Yes” and “No.”
Dropdown
A drop-down list of configurable
options, from which only one can
be selected.
Multiple Select
Displays a drop-down list of
configurable options. To select
more than one option, hold down
the Ctrl key and click each item.
Price
An input type that can be used to
create price fields in addition to
the predefined attributes: Price,
Special Price, Tier Price and
Cost.
Media Image
An additional image that can be
included in the attribute set of a
product.
Fixed Product Tax
An input type that gives you the
ability to define FPT rates based
on the requirements of your
locale.
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
To prevent duplicate values in a data entry field, set Unique
Value to “Yes.” Options include: Yes / No
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Attribute Properties
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Property Descriptions (cont.)
PROPERTY
DESCRIPTION
Values Required
To require that a value to be entered in this field before the record
can be saved, set Values Required to “Yes.” Options
include: Yes / 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
Letters
Letters (a-z, A-Z) or Numbers (0-9)
Apply To
(Required) Identifies the product types to which this attribute
applies. Options include:
All Product Types
Selected Product Types
Simple Product
Grouped Product
Configurable Product
Virtual Product
Bundle Product
Use to Create
Configurable Product
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(Dropdown input type only) Select “Yes” if this attribute will be
used to create a drop-down list for a configurable product.
Options include: Yes / No
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Attribute Frontend Properties
Attribute Frontend Properties
The Frontend Properties determine how an attribute can be used in your store. You can
specify how attributes are used in search, layered navigation, product comparisons, price
rules, and sorting. For text attributes, you can enable the WYSIWYG editor and specify if
HTML tags can be used to format the value.
Frontend Properties
Property Descriptions
PROPERTY
DESCRIPTION
Use in Quick Search
Select “Yes” if you want people to be able to search the catalog
based on the value of this attribute. Options include: Yes / No
Use in Advanced Search
Gives shoppers the ability to enter their search criteria through a
form. Options include: Yes / No
Using too many attributes can slow down search.
Comparable on Front-end
Select “Yes” to include this attribute as a row in the Compare
Products report. Options include: Yes / No
Use In Layered Navigation
(Dropdown, Multiple Select and Price input types only) Includes
the attribute as a filter in the “Shop By” section of layered
navigation. Options include:
No
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layered navigation.
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Property Descriptions (cont.)
PROPERTY
DESCRIPTION
Filterable (with results)
Lists only products that match
the filter value.
Filterable (no results)
Lists all attribute values, even
those that do not apply to any
product in the list. Layered
navigation appears on a category
page only if there are filterable
attributes available.
Use In Search Results
Layered Navigation
To include the attribute in the layered navigation for search
results, select “Yes.” Options include: Yes / No
Use for Promo Rule
Conditions
To make the attribute available for use in price rules, select
“Yes.” Options include: Yes / No
Position
Determines the position of the attribute in layered navigation in
relation to other filterable attributes.
Enable WYSIWYG
(Text Area input type only) To display the editor when entering or
editing the attribute value, select “Yes.” The editor can be used to
format field descriptions with HTML tags. Options include: Yes /
No
Allow HTML Tags on
Frontend
(Text Field and Text Area input types only) To be able to format
the attribute value with HTML tags, select “Yes.” Options
include: Yes / No
Visible on Product View
Page on Front-end
(Simple and virtual products only) To include the attribute on the
Additional Information tab of the product page, select “Yes.”
Options include: Yes / No
Used in Product Listing
Depends on the theme. To include the attribute in product
summaries that appear in catalog listings, select “Yes.”
Used for Sorting in Product (Depends on theme)
Listing
To include this attribute as a “Sort By” option for catalog listings,
select “Yes.“ 160
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CHAPTER 12:
Flat Catalog
Magento typically stores catalog data in multiple tables, based on the Entity-AttributeValue (EAV) model. Because attributes are stored in many tables, SQL queries can be
long and complex.
In contrast, a flat catalog creates new tables on the fly, where each row contains all the
necessary data about a product or category. The flat catalog is updated automatically—
either every minute, or according to your cron job. Flat catalog indexing also applies to
catalog and shopping cart price rules. A catalog with as many as 500,000 SKUs can be
indexed quickly as a flat catalog.
Before you enable a flat catalog for a live store, make sure to first test the configuration in a
development environment.
Use Flat Catalog
Process Overview:
Step 1: Enable the Flat Catalog
Step 2: Verify the Results
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CHAPTER 12: Flat Catalog
Step 1: Enable the Flat Catalog
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left under Catalog, select Catalog.
3.
Click to expand the Frontend section. Then, do the following:
a.
Set Use Flat Catalog Category to “Yes.”
b.
Set Use Flat Catalog Product to “Yes.”
4.
When complete, click the Save Config button.
5.
When prompted to refresh the indexes, click the Index Management link in the message at
the top of the workspace and follow the instructions to reindex the data.
Reindex Required
Step 2: Verify the Results
Method 1: Verify the Results for a Single Product
1.
On the Admin menu, select Catalog > Manage Products. Then, do the following:
a.
Choose a product to modify. Then, open the product in edit mode.
b.
In the Name field, add the text “_DEMO” to the product name.
2.
Click the Save button.
3.
On a new browser tab, navigate to the home page of your store.
4.
Search for the product you edited, and browse to its assigned category.
If necessary, refresh the page to verify the results. The change will appear within the
minute or according to your cron job schedule.
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Method 2: Verify the Results for Multiple Products
1.
On the Admin menu, select Catalog > Categories > Manage Categories.
2.
In the upper-left corner, set Current Configuration Scope to one of the following:
3.
l
All Store Views
l
A specific store view
In the panel on the left, select an existing category. Click the Add Subcategory button,
and do the following:
a.
In the Name field, enter “Test Category.”
b.
Set Is Active to “Yes.”
c.
Click the Save Category button.
New Subcategory
d.
Click the Category Products tab. Then, click the Reset Filter button to display all
products.
e.
Select the checkbox of several products to add them to the new category. Then, click
the Save Category button.
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Category Products
4.
On a new browser tab, navigate to the home page of your store. then, Find the category
you created.
If necessary, refresh the page to verify the results. The change will appear within the
minute or according to your cron job schedule.
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Creating Products
Choosing a product type is one of the first things you must do to create a new product.
In this chapter, you will learn how to create a product of each type. To learn more
about all the available options, see Product Information.
If you are just starting out, you can create a few sample products and experiment with
each type. Before building your catalog, make sure to read Navigation by Category and
Catalog URL Options. This material will give you a good understanding of the
relationship between your store’s navigation, the categories in your catalog.
Products in Catalog
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Product Types
Simple Product
A simple product is a physical item with a single
SKU. Simple products have a variety of pricing and
of input controls which makes it possible to sell
variations of the product. Simple products can be
used in association with grouped, bundle, and
configurable products.
Grouped Product
A grouped product presents multiple, standalone
products as a group. You can offer variations of a
single product, or group them for a promotion. The
products can be purchased separately, or as a group.
Configurable Product
A configurable product appears to be a single product
with lists of options for each variation. However,
each option represents a separate, simple product
with a distinct SKU, which makes it possible to track
inventory for each variation.
Virtual Product
Virtual products do not have a physical presence,
and are typically used for such things as services,
warranties, and subscriptions. Virtual products can
be used in association with grouped and bundle
products.
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Product Types
Bundle Product
A bundle product let customers “build their own” from
an assortment of options. The bundle could be a gift
basket, computer, or anything else that can be
customized. Each item in the bundle is a separate,
standalone product.
Downloadable
A digitally downloadable product that consists of one
or more files that are downloaded. The files can
reside on your server or be provided as URLs to any
other server.
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CHAPTER 13: Creating Products
Simple Product
One of the keys to harnessing the power of product types is learning how and when to use a
simple, standalone product. Simple products can be sold individually, or as part of a
grouped, configurable, or bundle product. A simple product with custom options is
sometimes referred to as a composite product.
Simple Product
The following instructions take you through the process of creating a simple product with
the basic fields. Each required field is marked in the Admin with a red asterisk (*). After
you complete the required settings and save the product, you can add images and complete
the remaining product information as needed.
Process Overview:
Step 1: Choose the Attribute Set
Step 2: Complete the Basic Information
Step 3: Complete the Remaining Product Information
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Simple Product
Step 1: Choose the Attribute Set
The first step is to choose the attribute set, which is used as a template for the product
record. The product in this example is based on the Default attribute set, which includes a
standard of set of fields that can be used for most products.
1.
On the Admin menu, go to Catalog > Manage Products.
2.
In the upper-right corner of the Manage Products page, click the Add Product button.
3.
In the Create Product Settings section, do the following:
a.
Accept the “default” Attribute Set, or select another.
b.
Set Product Type to “Simple,” and click the Continue button.
Create Product Settings
Step 2: Complete the Basic Information
The basic set of required fields must be completed before the product record can be saved.
The Product Information panel groups related fields by topic and the required fields are
marked with a red asterisk (*).
1.
In the Product Information panel, select General. Then, complete the required fields as
follows:
a.
Enter the product Name as you want it to appear in all catalog listings.
b.
In the Description box, enter the main description that will appear on the Product
Detail page.
c.
Enter a Short Description of the product.
d.
Assign a unique SKU for the product.
e.
Enter the Weight of the product, which is used to calculate shipping.
f.
Set Status to “Enabled.”
g.
Set Visibility to “Catalog, Search.”
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General
2.
In the Product Information panel, select Prices. Then, complete the required fields as
follows:
a.
Enter the Price that you will charge for the product.
b.
Set Tax Class to the appropriate tax classification for the product.
Prices
3.
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In the Product Information panel, select Inventory. Then, do the following:
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a.
Simple Product
If you do not need to keep track of inventory for the product, set Manage Stock to
“No.”
Depending on the configuration, you might need to clear the Use Config Settings
checkbox.
Inventory with No Stock Management
b.
If you want to keep track of inventory, set Manage Stock to “Yes.” Then, do the
following:
l
In the Qty field, type the quantity of the item that is currently in stock.
l
Set Stock Availability to “In Stock.”
Inventory with Stock Management
4.
5.
To be visible in your catalog, the product must be assigned to a category. To assign the
product to a category, do the following:
a.
In the Product Information panel, select Categories.
b.
In the category tree, click to expand the section where the item belongs.
c.
Select the checkbox of each category where you want the product to appear.
If your Magento installation has multiple websites, the product must be assigned to each
one where the product is available for sale. (This option appears only if multiple websites
exist in the store hierarchy.) To configure the scope of the product, do the following:
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a.
In the Product Information panel, select Websites.
b.
On the Websites tab, select the checkbox of each website where the product is available
for sale.
After completing these steps, click the Save and Continue button.
At this point, the product should be visible on the assigned category page of your catalog.
Until the product image is uploaded, a placeholder appears in its place.
Step 3: Complete the Remaining Product Information
Although not required, there is still more product information to complete. At the very
least, you will want to upload product images and complete the meta data. In addition,
you can create additional custom options.
THINGS TO REMEMBER
A simple product can have custom options with a variety of input controls, which
makes it possible to sell many product variations from a single SKU.
Custom options are not tracked as separate inventory items.
A simple product that is included in a configurable, or bundle product type cannot
have custom options.
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Grouped Product
Grouped Product
A grouped product is made up of multiple, 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 coordinated set. Each product can be purchased separately, or as part of the group.
Grouped Product
The following instructions take you through the process of creating a grouped product with
the basic fields. Each required field is marked in the Admin with a red asterisk (*). After
you complete the required settings and save the product, you can add images and complete
the remaining product information, as needed.
Process Overview:
Step 1: Create the Grouped Product
Step 2: Add the Associated Products
Step 3: Configure the Shopping Cart Thumbnails
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Grouped Product
CHAPTER 13: Creating Products
Step 1: Create the Grouped Product
The first step is to choose the attribute set, which is used as a template for the product
record. The product in this example is based on the Default attribute set, which includes a
standard of set of fields that can be used for most products.
1.
On the Admin menu, select Catalog > Manage Products. Then, click the Add Product
button.
2.
In the Create Product Settings section, do the following:
a.
Select the Attribute Set you want to use as a template for the product.
b.
Set Product Type to “Grouped Product,” and click the Continue button.
Create Product Settings
3.
Complete the main configuration settings as you would for a simple product, with the
following exceptions:
l
l
4.
174
A grouped product does not have price options because the price of each item in the
group originates from the associated product.
On the Inventory tab, you can set quantity increments and stock availability for the
group as a whole, but the inventory of individual items is managed by the individual
associated products.
Click the Save and Continue button.
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Grouped Product
Step 2: Add the Associated Products
1.
In the Product Information panel on the left, select Associated Products. Then, do the
following:
Associated Products
2.
a.
To display the complete unfiltered list, click the Reset Filter button.
b.
If you need help finding the products you want, use the filter controls at the top of a
column.
c.
Select the checkbox of each product that you want to include.
d.
To list only the products you have selected, set the filter control at the top of the
checkbox column to “Yes.” Then, click the Search button.
Click the Save button to save your changes.
Step 3: Configure the Shopping Cart Thumbnails
1.
On the Admin menu, select System > Configuration.
2.
In the Configuration panel on the left, under Sales, select Checkout.
3.
Click to expand the Shopping Cart section. Then, set Grouped Product Image to one of
the following:
l
Product Thumbnail Itself
l
Parent Product Thumbnail
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Shopping Cart Thumbnails
4.
Click the Save Config button to save the setting.
THINGS TO REMEMBER
A grouped product is essentially a collection of simple associated products.
Simple and virtual products associated with a grouped product cannot have custom
options.
Each item purchased appears individually in the shopping cart, rather than as part of
the group.
The thumbnail image in the shopping cart can be set to display the image from the
grouped product record, or from the associated product.
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Configurable Product
Configurable Product
A configurable product looks like a single product with drop-down lists of options for each
variation. Each option is actually a separate simple product with a unique SKU, which
makes it possible to track inventory for each product variation. You could achieve a similar
effect by using a simple product with custom options, but without the ability to track
inventory for each variation. Products with multiple options are sometimes referred to as
composite product.
Although a configurable product uses more SKUs, and may initially take a little longer to
set up, it can save you time in the long run. If you plan to grow your business, the
configurable product type might be a better choice for a product with multiple options.
Configurable Product
The following instructions take you through the process of creating a configurable product
with the basic fields. Each required field is marked in the Admin with a red asterisk (*).
After you complete the required settings and save the product, you can add images and
complete the remaining product information, as needed.
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Process Overview:
Step 1: Create Attributes for Drop-down Options
Step 2: Create the Attribute Set
Step 3: Create the Configurable Product
Step 4: Add the Associated Products
Step 5: Make Any Necessary Price Adjustments
Step 6: Configure the Shopping Cart Thumbnails
Step 1: Create Attributes for Drop-Down Options
Create an attribute for each drop-down list of options that you want to include in the
configurable product. If the attribute already exists and has the correct properties, you can
add it to the attribute set in the next step. To learn more, see: Creating Attributes.
Required Attribute Properties
PROPERTY
SETTING
Scope
Global
Catalog Input Type for Store Owner
Dropdown
Apply to
Configurable Product or All Product Types
Use to Create Configurable Product
Yes
Step 2: Create the Attribute Set
1.
On the Admin menu, select Catalog > Attributes > Manage Attribute Sets. Then, click the
Add New Set button.
2.
Assign a Name to the attribute set.
3.
In the Based On list, select an existing attribute set, such as “Default,” to use as a
template. Then, click the Save Attribute Set button.
4.
Starting from the list of Unassigned Attributes, drag and drop each attribute you want to
include in the product to the center column. You can arrange them in any order.
5.
To group the attributes in their own section of the Product Information panel, do the
following:
a.
In the Groups section, click the Add New button.
If prompted by your browser, select “Temporarily Allow Scripted Windows” to continue.
Then, click the Add New button again.
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b.
Configurable Product
When prompted, enter a Name for the new group. Then, click the OK button.
The new group appears at the bottom of the Groups column.
c.
Drag and drop each attribute that you created for the drop-down options to group
where you want them to appear.
Attribute Set
6.
Click the Save Attribute Set button.
7.
When prompted to update your cache, click the link in the message and refresh the invalid
cache.
Step 3: Create the Configurable Product
1.
On the Admin menu, select Catalog > Manage Products. Then, click the Add Product
button.
2.
In the Create Product Settings section, do the following:
a.
Select the Attribute Set that you created for the product.
b.
Set Product Type to “Configurable Product,” and click the Continue button.
Create Product Settings
3.
In the Select Configurable Attributes section, select the checkbox of each attribute that you
want to include in the product. Then, click the Continue button.
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Select Attributes
4.
Complete the Product Information as you would for a simple product, with the exception
of the following fields:
On the Prices tab, the Price is a required field, but is used as a default price. The price
of each individual associated product can be adjusted accordingly.
l
On the Inventory tab, Manage Stock is set to “No” by default, because inventory is
managed by each associated product.
l
5.
When complete, click the Save and Continue Edit button.
Step 4: Add the Associated Products
Process Overview:
Method 1: Quick Simple Product Creation
Method 2: Create Empty
Method 3: Copy from Configurable
1.
In the panel on the left, select the last option, Associated Products.
2.
Then, use one of the following methods to add the associated products.
Method 1: Quick Simple Product Creation
This method automatically creates the associated products and optionally, assigns a Name
and SKU to each one.
180
1.
In the Quick Simple Product Creation section, the Name and SKU are set to
Autogenerate, which makes it easy to see which products belong to the configurable
product,. However, if you want to change the default value, you can clear the
checkbox and enter a different value.
2.
For each associated product that you want to create, do the following:
a.
Enter the Weight.
b.
Set Status to “Enabled.”
c.
To prevent the associated products from being listed individually in the catalog,
set Visibility to “Not Visible Individually.”
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3.
Configurable Product
To complete the fields for the drop-down lists, do the following:
a.
For each of the configurable attributes that you set up, select the values that
apply to the first product.
b.
Enter the Qty, and set Stock Availability to “In Stock.”
c.
Click the Quick Create button to create the associated product record.
Quick Simple Product Creation
4.
To create additional associated products, do the following:
a.
Select the value for each configurable attribute.
b.
If there is an extra charge for the selection, enter the adjustment in the Price
field.
c.
Click the Quick Create button.
Repeat this step to create as many associated product as you need. As each associated
products is created, it appears in the list at the bottom of the page.
List of Associated Products
Method 2: Create Simple Associated Product
This method opens a blank Product Information form, which you can complete for each
associated product.
1.
In the Create Simple Associated Product section, click the Create Empty button. A
pop-up window with a blank Product Information form appears.
2.
Complete the required fields as you would for any simple product.
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Click the Save button to add the associated product.
Method 3: Copy from Configurable
This method opens a Product Information form that contains the values already entered
for the configurable product. The only fields that need to be completed are the Name, SKU,
and values for each drop-down attribute.
1.
In the Create Simple Associated Product section, click the Copy From Configurable
button. A pop-up window with the basic Product Information from the configurable
product appears.
2.
Complete the following required fields:
l
SKU
l
Weight
3.
Complete the fields with values for each drop-down list.
4.
Click the Save button to add the associated product to the configurable product
record.
Step 5: Make Any Necessary Price Adjustments
Use the Super Products Attributes Configuration section to make price adjustments to a
specific associated product. The adjustment can be entered as a fixed value or percentage,
and is made in relation to the price of the configurable product.
Super Products Attributes Configuration
Step 6: Configure the Shopping Cart Thumbnails
182
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Checkout.
3.
Click to expand the Shopping Cart section. Then, set Configurable Product Image to one
of the following:
l
Product Thumbnail Itself
l
Parent Product Thumbnail
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Shopping Cart Thumbnails
4.
Click the Save Config button to save the setting.
THINGS TO REMEMBER
A configurable product allows the shopper to select options from drop-down lists.
Each option is actually a separate, simple product.
The drop-down list values are based on attributes that must be set up in advance with
required settings. The attribute Scope must be set to “Global,” and Use to Create
Configurable Product must be “True.” The drop-down attributes must be included in an
attribute set, which is then used as a template for the configurable product.
The simple products associated with a configurable product cannot include custom
variants or options, and must be based on the same attribute set that is used to create
the configurable product. The associated products can be generated automatically
from inside with configurable product record.
The thumbnail image in the shopping cart can be set to display the image from the
configurable product record, or from the associated product.
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Virtual Product
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Virtual Product
Although virtual products are not physical in nature, they do represent something that can
be sold, such as a membership, service, warranty, or subscription. Virtual products can be
sold individually, or included as part of the following product types:
l
Grouped Product
l
Bundle Product
The process of creating a virtual product and a simple product is nearly the same.
However, because a virtual product is not shipped, there is no Weight field or option to
include a gift card.
Virtual Product
The following instructions take you through the process of creating a virtual product with
the basic fields. Each required field is marked in the Admin panel with a red asterisk (*).
After you complete the required settings and save the product, you can complete the
remaining product information as needed.
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Virtual Product
Process Overview:
Step 1: Choose the Attribute Set
Step 2: Complete the Required Fields
Step 3: Complete the Remaining Product Information
Step 1: Choose the Attribute Set
1.
On the Admin menu, select Catalog > Manage Products.
2.
In the upper-right corner of the Manage Products page, click the Add Product button.
3.
In the Create Product Settings section, do the following:
a.
Accept the “default” Attribute Set, or select another.
b.
Set Product Type to “Virtual Product,” and click the Continue button.
Create Product Settings
Step 2: Complete the Required Fields
Complete the required fields as you would for a simple product. The only difference is that
a virtual product has no weight. All required fields are marked with a red asterisk (*).
1.
On the General tab, complete the required fields as follows:
a.
Type the product Name as you want it to appear in all catalog listings.
b.
In the Description box, enter the main description that will appear on the product
view page.
c.
Enter a Short Description of the product.
d.
Assign a unique SKU to the product.
e.
Set Status to “Enabled.”
f.
Set Tax Class to the appropriate setting for your area.
g.
Set Visibility to “Catalog, Search.”
2.
On the Prices tab, enter the Price you intend to charge for the product or service.
3.
If you’re not going to manage your inventory, you can skip this section. Otherwise,
complete the required fields on the Inventory tab as follows:
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a.
Under Manage Stock, clear the Use Config Settings checkbox. Then, set Manage
Stock to “Yes.”
b.
In the Qty field, enter the quantity of the item currently in stock.
c.
Set Stock Availability to “In Stock.”
4.
If applicable, on the Website tab, select the checkbox for the website where the product or
service will be available for sale.
5.
On the Categories tab, assign the product to the appropriate categories, as follows:
6.
a.
In the Product Category tree, click to expand the section where the item belongs.
b.
Select the checkbox to assign the product to each category where you want the product
to be listed in the catalog.
When the required fields are complete, click the Save and Continue button.
Step 3: Complete the Remaining Product Information
You have now completed the required fields. The next step is to complete the rest of the
product information as needed for this product. The meta information and product images
are a good place to start.
THINGS TO REMEMBER
Virtual products can be used for anything that is not physical in nature, such as
services, subscriptions, and warranties.
Virtual products are much like simple products, but without the Weight and Allow Gift
Message fields.
Shipping Options appear during checkout only if there is also a physical product in the
cart.
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Bundle Product
Bundle Product
A bundle is a “build your own,” customizable product. Each item in a bundle can be based
on one of the following product types:
l
Simple Product
l
Virtual Product
Bundle Product
The following instructions take you through the process of creating a bundle product with
the basic fields. Each required field is marked with a red asterisk (*). After you complete the
required settings and save the product, you can complete the remaining Product
Information as needed.
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Bundle Product
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Process Overview:
Step 1: Create the Bundle Product
Step 2: Complete the Product Information
Step 3: Add Bundle Items
Step 1: Create the Bundle Product
1.
On the Admin menu, select Catalog > Manage Products. Then, click the Add Product
button.
2.
In the Create Product Settings section, select the Attribute Set for the product.
3.
In the Create Product Settings section, do the following:
a.
Accept the “default” Attribute Set, or select another.
b.
Set Product Type to “Bundle Product.” Then, click the Continue button.
Create Product Settings
Step 2: Complete the Product Information
1.
Complete the product information as you would for a simple product, with the exception of
the following:
a.
On the General tab, set both the SKU and Weight fields to one of the following:
l
Dynamic
l
Fixed
If using a fixed SKU or Weight, enter the actual value in the field to the right.
Dynamic SKU and Weight
b.
On the Prices tab, set Price to one of the following:
l
Dynamic
l
Fixed
If using a fixed price, enter the actual value in the field to the right.
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Bundle Product
Minimum Advertised Price (MAP) is not available for Bundle products with dynamic
pricing.
Dynamic Price
c.
2.
Then, set Price View to one of the following:
l
As Low as
l
Price Range
Click the Save and Continue Edit button.
Step 3: Add Bundle Items
1.
In the Product Information panel on the left, select the last option, Bundle Items.
2.
Then in the Shipment section, set Ship Bundle Items to one of the following:
l
Together
l
Separately
Shipment
3.
In the Bundle Items section, click the Add New Option button.
4.
In the Default Title box, enter a label for the bundle item, as you want it to appear on the
Customize Product page. Then, do the following:
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Bundle Items
a.
5.
Set Input Type to one of the following:
l
Drop-down
l
Radio Buttons
l
Checkbox
l
Multiple Select
b.
Set Is Required as needed.
c.
In the Position field, enter the order that you want this item listed in relation to other
items included in the bundle.
Click the Add Selection button. Then, do the following:
Select Products
6.
a.
Click the Reset Filter button to display the unfiltered list of products.
b.
Select the checkbox of each product that you want to include in this item.
c.
In the Qty to Add column, enter the quantity of each item to be included.
Click the Add Selected Product(s) to Option button. When the items appear in the Bundle
Items list, do the following:
a.
b.
190
Set User Defined Qty to one of the following:
Yes
Displays an input box so the customer can change the quantity.
No
Prevents the customer from changing the default quantity.
Enter a number in the Position column of each item to determine its place in relation
to other items.
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c.
Bundle Product
To make an item the default selection, select the Default option of the item to be preselected in the form.
Bundle Items
7.
Repeat steps 3-7 for each bundle item you want to include.
8.
When complete, click the Save button to save the bundle product.
Field Descriptions
FIELD
DESCRIPTION
SKU
Determines if each item is assigned a variable, dynamic SKU, or
if a fixed SKU is used for the bundle. Options include:
Fixed / Dynamic.
Weight
Specifies the weight is calculated based on the items selected,
or is a fixed weight for the entire bundle. Options include:
Fixed / Dynamic.
Price View
Determines if the product price is shown as a range, from the
least expensive to the most expensive (Price Range), or with the
least expensive shown (As Low As). Options include: Price
Range / As Low As.
Ship Bundle Items
Specifies if individual items can be shipped separately.
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THINGS TO REMEMBER
A bundle is a “build your own” product.
Bundle items can be simple or virtual products without custom options.
The Price View can be set to a price range or “As Low As.”
SKU and Weight can be either “Fixed” or “Dynamic.”
The Quantity can be set to a pre-set or user-defined value.
Items can be shipped together or separately.
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Downloadable Product
Downloadable Product
A downloadable product can be anything that you can deliver as a file, such as an eBook,
music, video, software application, or an 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 or a clip from an audio file, that the
customer can try from the product page.
Download with Sample
Downloadable products can be configured to require that the customer log in to an account
to receive the link, or can be sent by email and shared with others. The status of the order
before the download becomes available, default values, and other delivery options are set in
the configuration.
The files for download can be either uploaded to your server, or linked to on a different
server on the Internet.
Downloadable product file names can include letters and numbers. You can to use either a dash
or underscore character to represent a space between words. Any invalid characters in the file
name are replaced with an underscore.
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The following instructions take you through the process of creating a downloadable product
with the basic fields. Each required field is marked in the Admin with a red asterisk (*).
After you complete the required settings and save the product, you can add images and
complete the remaining product information as needed.
Process Overview:
Step 1: Choose the Attribute Set
Step 2: Complete the Basic Product Information
Step 3: Complete the Download Information
Step 4: Complete the Samples Information
Step 5: Complete the Remaining Product Information
Step 1: Choose the Attribute Set
The first step is to choose the attribute set, which is used as a template for the product
record. The product in this example is based on the Default attribute set, which includes a
standard of set of fields that can be used for most products.
1.
On the Admin menu, go to Catalog > Manage Products.
2.
In the upper-right corner of the Manage Products page, click the Add Product button.
3.
In the Create Product Settings section, do the following:
a.
Attribute Set is currently set to “Default.” You can leave it as it is, or select another.
b.
Set Product Type to “Downloadable Product,” and click the Continue button.
Create Product Settings
Step 2: Complete the Basic Product Information
The basic set of required fields must be completed before the product record can be saved.
The Product Information panel groups related fields by topic and the required fields are
marked with a red asterisk (*).
1.
194
In the Product Information panel, select General. Then, complete the required fields as
follows:
a.
Enter the product Name as you want it to appear in all catalog listings.
b.
In the Description box, enter the main description that will appear on the Product
Detail page.
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2.
c.
Enter a Short Description of the product.
d.
Assign a unique SKU for the product.
e.
Set Status to “Enabled.”
f.
Set Visibility to “Catalog, Search.”
Downloadable Product
In the Product Information panel, select Prices. Then, complete the required fields as
follows:
a.
Enter the Price that you will charge for the product.
The price entered here becomes the base price of the download and is listed in the
catalog before the customers selects items for download. Any additional price that is
associated with an individual download is added to the base price.
b.
3.
4.
5.
6.
Set Tax Class to the appropriate tax classification for the product.
In the Product Information panel, select Inventory. Then, do the following:
a.
If you do not need to keep track of inventory for the product, set Manage Stock to
“No.”
b.
If you do need to keep track of inventory, set Manage Stock to “Yes.” Then, do the
following:
l
Set Manage Stock to “Yes.”
l
In the Qty field, type the quantity of the item that is currently in stock.
l
Set Stock Availability to “In Stock.”
In the Product Information panel, select Categories. Then, do the following:
a.
In the category tree, click to expand the section where the item belongs.
b.
Select the checkbox of each additional category where you want the product to appear.
To make the product available on multiple websites, it must be assigned to each one. (This
option appears only if you have multiple websites.) To configure the scope of the product,
do the following:
a.
In the Product Information panel, select Websites.
b.
Select the checkbox of each website where the product will be available for sale.
After completing these steps, click the Save and Continue Edit button.
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Step 3: Complete the Download Information
1.
In the Product Information panel, select Downloadable Information.
2.
In the Links section, do the following:
a.
Enter a Title for the list of downloadable products.
b.
Set Links can be purchased separately to one of the following:
l
l
3.
a.
Enter the Title and Price of the download.
b.
To limit the number of downloads a customer can make, enter the number in the Max
number of downloads field. To allow unlimited downloads, select the Unlimited
checkbox.
c.
Set Sharable to your preference.
l
l
To send the link by email, which the customer can then share with others, select
“Yes.”
Select the File option. Then, click the Browse
upload to the server.
button, and select the sample file to
Select the URL option. Then, paste the full URL of the sample file.
Under File, use one of the following methods to deliver the actual downloadable product.
l
l
196
To require that customers log in to their accounts to access the download link,
select “No.”
Under Sample, use one of the following methods to deliver a sample of the downloadable
product.
l
5.
To offer a single download of this item, select “No.”
Click the Add New Row button, and do the following:
l
4.
If you want to offer multiple download links, such as to sell individual songs on an
album, select “Yes.”
Select the File option. Then, click the Browse
button, and select the file to upload.
Select the URL option. Then, paste the full URL of the file that is available for
download.
6.
In the Sort Order field, enter a number to indicate the sequence that this download will be
listed with other downloads on the product page.
7.
To add another download, click the Add New Row button, and repeat the process.
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Downloadable Product
Links
8.
When complete, if uploading files to the server, click the Upload Files button.
9.
Click the Save and Continue Edit button.
Step 4: Complete the Samples Information
1.
Click to expand the Samples section.
2.
Enter a Title for the section of samples on the product page.
3.
Click the Add New Row button. Then, do one of the following:
l
l
Select the File option. Then, click the Browse
upload.
button, and select the sample file to
Select the URL option. Then, paste the full URL of the sample file.
Add New Sample
4.
To add a new row, click the Add New Row button, and repeat the process.
5.
When complete, click the Save button.
6.
When prompted to refresh the index and cache, click the links in the message at the top of
the workspace, and follow the instructions.
At this point, the product should be visible on the assigned category page of your catalog.
Until a product image is uploaded, a placeholder appears in its place.
Step 5: Complete the Remaining Product Information
Although not required, there is other product information to complete. At the very least,
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you will want to upload product images and complete the meta data.
THINGS TO REMEMBER
Downloadable products can be uploaded to the server, or linked to from another
server on the Internet.
You can determine the number of times a customer can download a product.
Customers purchasing downloadable products can be required to log in before going
through checkout.
The delivery of a downloadable product can be made when the order is in either a
“Pending” or “Invoiced” state.
Downloadable Product Options
The configuration settings determine guest checkout, default values, and delivery options
for downloadable products.
To configure downloadable options:
1.
On the Admin menu, select System > Configure.
2.
In the panel on the left, under Catalog, select Catalog.
3.
Click to expand the Downloadable Product Options section.
4.
Configure the options as described in the following field descriptions.
5.
When complete, click the Save Config button.
Downloadable Product Options
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Downloadable Product
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Order Item Status to
Enable Downloads
Website
Determines the status that an order must have
before downloads become available. Options
include: Pending / Invoiced
Default Maximum Number
of Downloads
Website
Determines the default number of downloads
available to a customer.
Shareable
Website
Determines if customers must log in to their
accounts to access the download link. Options
include:
Yes
Allows the link to be sent by email,
which can then be shared with
others.
No
Requires customers to log in to
their accounts to access the
download link.
Default Sample Title
Store View
The default title for all sample files.
Default Link Title
Store View
The default link for all downloadable titles.
Opens Links in New
Window
Website
Determines if the download link opens in a new
browser window. Options include: Yes / No
Use Content Disposition
Store View
Determines how the link to the downloadable
content is delivered, as an email attachment, or
as an inline link in a browser window. Options
include:
Disable Guest Checkout if
Cart Contains
Downloadable Items
Website
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Attachment
The download link is
delivered as an email
attachment.
Inline
The download link is
delivered as an inline link
on a web page.
Determines if guests who are purchasing
downloadable products must log in to an account
to complete the checkout process. Options
Include:
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Field Descriptions (cont.)
FIELD
SCOPE
DESCRIPTION
Yes
If the cart contains downloadable
products, the guest will have to
either register for an account, or
login to an existing account to
complete the purchase.
No
The download link is delivered as
an inline link in the body of the
email message.
Guest checkout is only available for download
products if Sharable is set to "Yes."
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CHAPTER 14:
Product Information
The Product Information panel provides access to the full range of settings that make
up a product record. The information in this section can be used for reference when
creating a product of any type.
The selection of Product Information tabs, and the organization of the fields on each
page is determined by the attribute set that was used to create the product.
Product Information
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General
CHAPTER 14: Product Information
General
Use the General tab to enter information about the product. In addition to providing basic
information about the product, this section determines the product's visibility in the
catalog and search.
The selection, order, and grouping of the fields is determined by the attribute set that was used
to create the product. As a result, the product attributes might differ from what is shown in the
example.
General Information
Button Descriptions
FIELD
202
DESCRIPTION
Create New Attribute
Gives you the ability to create a new attribute while working in
product edit mode. Although you can save the new attribute, it is
not automatically included in the attribute set that is associated
with the current product.
WYSIWYG Editor
Opens the editor so you can format the description fields with
HTML. The frontend properties of the description attributes must
set to allow HTML.
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General
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Name
Store View
(Required) The name of the product you want to
appear in catalog. The name is also used to autogenerate the URL Key.
Description
Store View
(Required) The main product description that
appears on the product page.
The text should be plain ASCII text. HTML tags
can be used to format the description if permitted
by the attribute properties.
Do not paste text directly from a word processor,
because the text might include print control codes
that will not render correctly. To strip out any
control codes, save the file as a .txt file before
copying and pasting the text into the product
description.
Short Description
Store View
(Required) Depending on the theme, the Short
Description might appear on catalog pages.
Because of its length, it is often used for RSS
feeds.
SKU
Global
(Required) The Stock Keeping Unit is a unique
identifier for each individual product or service
provided.
Weight
Global
(Required) The weight of the product is a decimal
value used for shipping calculations, and refers to
the standard measurement system used by
shipping carriers in your locale. In the United
States, weight is measured in pounds and
ounces, whereas countries on the metric system
measure weight in grams and kilograms.
Set Product as New from
Date
Website
Sets the beginning date for the range of time the
product is featured in the “New Product” block on
the Home page. The date can be typed directly
into the box, or selected from the calendar.
Set Product as New to
Date
Website
Sets the ending date for the range of time the
product is featured in the “New Product” block on
the Home page.
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Field Descriptions (cont.)
FIELD
SCOPE
DESCRIPTION
Status
Website
(Required) The Status indicates when the product
is ready to be offered for sale in your store.
Options include: Enabled / Disabled.
URL Key
Store View
Determines the online address of the product. It is
added to the base URL of the store, and appears
in the address bar of a browser.
The URL Key should be all lowercase characters,
with hyphens instead of spaces. Magento initially
creates a default, “search engine friendly” URL,
based on the product name.
Do not type the suffix .html in the URL Key,
because use of the suffix is controlled by your
store configuration. To learn more, see , SEO
URL Options.
Visibility
Country of Manufacture
204
Store View
Website
(Required) Determines the level of visibility the
product has throughout the store. Options include:
Not Visible
Individually
The product may be
associated with a one-tomany product, but is not
listed in the catalog.
Catalog
The product appears in
the catalog listing, but is
not included in Search
results.
Search
The product appears in
search results, but is not
listed in the catalog.
Catalog, Search
The product is listed in
the catalog and search
results.
Select the manufacturer of the product. To add
new options to the list, see Manage
Label / Options.
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Product Meta Data
Product Meta Data
Meta data is your first level of contact with potential customers who are searching for a
product. Your title and description are selling tools that will either help to motivate a
visitor to click your link or not. It is wise to use a descriptive title and a description that
includes relevant words that a potential customer might search.
The information is read by search engines that index your site. Although Google no longer
places a value on meta keywords, other search engines continue to use the information. It’s
a good practice to incorporate high-value keywords in your product titles and related
content.
Meta Information
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Meta Title
Store View
The title appears in the title bar and tab of your
browser, and is also used as the title on a search
engine results page (SERP).
Meta Keywords
Store View
Relevant keywords for the product. Consider
using keywords that customers might use to find
the product.
Meta Description
Store View
A few sentences that describe the product.
Although not visible to the customer, some search
engines include the meta description on the
search results page.
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Recurring Profile
CHAPTER 14: Product Information
Recurring Profile
Recurring Profiles are most often used for subscriptions or products with installment
payment plans. When such a product is purchased from your store, the customer is
redirected to a third-party payment system. The customer enters into a recurring payment
agreement to authorize the payment system to charge the customer account according to
the recurring profile settings.
When a customer purchases a product with recurring payments, the profile parameters
specified from Magento are transferred to the payment system. Magento supports recurring
profiles for items paid with PayPal Express Checkout.
For example, to set up a product with monthly subscription payments, the following
parameters are specified in the recurring profile of the product. The customer is charged by
the payment system once a month, for a year.
Billing Period Unit:
Month
Billing Frequency:
1
Maximum Billing Cycles:
12
You can also set up a trial period where the customer pays a special, introductory price for
a period of time. Wen the trial ends, the customer is charged the regular amount.
Creating a recurring profile for a product does not create additional sales orders.
In the third-party payment system, a recurring profile is an accounting record that
captures payments on a regular basis and according to the payment schedule defined in the
recurring profile. A recurring profile submits the information about the frequency of a
payment being initiated to the payment system.
The Recurring Profile tab appears by default for simple and virtual products. However you
can configure it to become available for other product types by changing the Apply To
property of the recurring_profile attribute. To learn more about recurring profiles, see:
Working with Recurring Profiles in the knowledge base.
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Recurring Profile
To set up a recurring profile:
1.
On the Admin menu, select Catalog > Manage Products. Find the product in the list, and
click to open it in edit mode.
2.
In the panel on the left, select Recurring Profile.
3.
Set Enable Recurring Profile to “Yes.” The section expands to include additional options.
Recurring Profile
4.
In the Schedule section, do the following:
Schedule
5.
a.
To let the customer determine the starting date for the payments, set Customer Can
Define Start Date to “Yes.”
b.
In the Schedule Description field, enter a brief description of the recurring payment.
The description is used as the name of the recurring payment on the Review
Information page.
c.
In the Maximum Payment Failures filed, enter the number of times payment can fail
before the recurring profile is suspended.
d.
To automatically initiate a payment transaction at the end of the next billing cycle, set
Auto Bill on Next Cycle to “Yes.”
In the Billing section, do the following:
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Billing
6.
a.
Set Billing Period Unit to the period of time that defines the billing cycle.
b.
Set Billing Frequency to how often a payment transaction is initiated during the
billing cycle.
c.
In the Maximum Billing Cycles field, enter the maximum number of payments
allowed for the recurring profile. If left blank, the customer will continue to be charged
until the recurring profile is canceled.
In the Trial Period section, do the following:
Trial Period
a.
Set Trial Billing Period Unit to the period of time that defines the billing cycle during
the trial period.
b.
Set Trial Billing Period Frequency to how often a payment transaction is initiated
during the trial billing cycle.
c.
In the Trial Billing Period Cycles field, enter the maximum number of payments
allowed during the trial period.
d.
In the Trial Billing Amount field, enter the product price during the trial period.
The trial billing period parameters are optional, but if specified, make sure that all fields are
complete. Otherwise, the payment system will not authorize the payment.
7.
208
In the Initial Fees section, do the following:
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Recurring Profile
Initial Fees
8.
a.
In the Initial Fees field, enter the amount that the customer is charged at the time of
purchase. The initial fee is paid only once during the life of a subscription.
b.
If you want to cancel the recurring if the initial payment fails, set Allow Initial Fee
Failure to “Yes.” If set to “No,” the initial fee is added to the customer’s outstanding
amount and is charged by the payment system as soon as the customer account has a
sufficient amount.
When complete, click the Save button.
Field Descriptions
FIELD
SCOPE
DESCRIPTION
SCHEDULE
Customer Can Define
Start Date
Global
Determines if the customer can set the starting
date for the payments. Options include:
Yes
Displays the Recurring Profile
Start Date as an option on the
product page.
No
The customer cannot set the start
date.
Schedule Description
Global
A brief description of the recurring payment. The
description appears as the name of the recurring
payment on the review information page of the
payment system. If left empty, the name of the
selected product appears as the name of the
recurring profile.
Maximum Payment
Failures
Global
Determines the number of failed scheduled
payments before the recurring profile is
automatically be suspended.
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Field Descriptions (cont.)
FIELD
Auto Bill on Next Cycle
SCOPE
Global
DESCRIPTION
Determines if the payment system automatically
initiates a payment transaction after the regular
billing cycle.
In the event of a number of payment failures and
the customer has an outstanding amount, the
customer is charged in the next billing cycle.
Options: Yes / No
BILLING
Billing Period Unit
Global
Determines the period of time included in a
subscription billing cycle, and how frequently a
payment transaction is initiated. Options include:
Day
Week
Two Weeks
Month
Year
Billing Frequency
Global
Determines how often within the billing period a
payment transaction is initiated for the recurring
profile.
Maximum Billing Cycles
Global
Limits the number of payments that can be made
during a billing cycle. If you do not specify the
maximum of billing cycles, the recurring profile
remains permanently active and the customer is
charged by the payment system until the recurring
profile is suspended or canceled.
Global
Determines the period of time included in a trial
subscription billing cycle, and how frequently a
payment transaction is initiated. Options include:
TRIAL PERIOD
Trial Billing Period Unit
Day
Week
Two Weeks
Month
Year
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Recurring Profile
Field Descriptions (cont.)
FIELD
SCOPE
DESCRIPTION
Trial Billing Frequency
Global
Determines how often during the billing period a
payment transaction is initiated for the recurring
profile.
Maximum Trial Billing
Cycles
Global
Limits the number of recurring payments that can
be made during a trial billing cycle.
Trial Billing Amount
Global
The price of the product during the trial period.
Initial Fees
Global
Initial Fee
Global
The amount the customer is charged at the time of
purchase. The initial fee is paid only once during
the life of a subscription.
Allow Initial Fee Failure
Global
Determines if the payment profile is suspended if
the initial fee payment fails. In case the field is set
to No, Options include:
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Yes
The payment profile is suspended
if the initial fee fails.
No
The initial fee is added to the
customer’s outstanding amount
and is charged by the payment
system as soon as the customer
account has the sufficient amount.
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Design
CHAPTER 14: Product Information
Design
The Design page gives you the ability to apply a different theme to the product page, and
make updates to the XML code that controls the page layout.
Product Design
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Custom Design
Store View
To apply a custom theme, select the one you
want from the list of available themes.
Active From
Store View
If applying a custom theme for a period of time,
enter the beginning date, or select the date from
the Calendar.
Active To
Store View
If applying a custom theme for a period of time,
enter the ending date, or select the date from the
Calendar.
Custom Layout Update
Store View
You can further customize the theme with XML
coding.
Page Layout
Store View
To apply a different layout to the product page,
select one of the following:
No layout updates
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This option is preselected
by default and does not
apply layout changes.
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Design
Field Descriptions (cont.)
FIELD
Display product options in
SCOPE
Store View
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DESCRIPTION
Empty
This option lets you
define your own layout,
such as a 4-column page.
Requires an
understanding of XML.
1 column
Applies the 1-column
layout.
2 columns with left
bar
Applies the 2 column
layout.
2 columns with
right bar
Applies the 2-columns
with right bar layout.
3 columns
Applies the 3 column
layout.
Options include: Product Info Column / Block
after Info Column
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Gift Options
CHAPTER 14: Product Information
Gift Options
Gift Options determine if customers have the option to add a gift message and to gift wrap
the product during checkout. To configure gift options for the store, see: Gift Options
Configuration.
To set up gift options for a product:
1.
On the Admin menu, select Catalog > Manage Products. Then, click to open the product
in edit mode.
2.
In the panel on the left, select Gift Options. Then, do the following:
Gift Options
3.
214
a.
The Allow Gift Message reflects the default configuration. To override the setting, clear
the Use Config Settings checkbox. Then, change the value as needed.
b.
To charge for gift wrapping, enter the amount in the Price for Gift Wrapping field, as a
decimal, without the currency symbol.
When complete, click the Save button.
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Websites
Websites
If your Magento installation has multiple websites, stores, or views, you can set the scope
of a configuration setting, product, category, or attribute to apply to a specific website,
store, or store view. To learn more, see: Websites, Stores & Views.
Product Information: Websites
To assign a product to a store view:
1.
In the Product Information panel on the left, select Websites.
2.
Select the checkbox for each store view where the product is offered for sale.
3.
When complete, click the Save button.
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Categories
CHAPTER 14: Product Information
Categories
Every product in your catalog must be assigned to at least one category. Before you can
add products to your catalog, you must first establish its basic category structure. A
product cannot be saved until after it has been assigned to at least one category.
Product Categories
To set up the product categories:
1.
In the Product Information panel on the left, select Categories.
2.
In the category tree, select the checkbox of each category to which you want to associate the
product. Click the plus [+] icon to show any available subcategories.
A single product can be assigned to more than one category.
3.
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When complete, click the Save button.
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Related Products
Related Products
Related products are meant to be purchased in addition to the item the customer is
viewing. Simply click the checkbox of a product to place it in the shopping cart. 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 column.
Related Products
To set up related products:
1.
In the Product Information panel on the left, click Related Products.
2.
Click the Reset Filter button in the upper-right to list all the available products, or use the
search filters at the top of each column to find specific products.
3.
In the list, select the checkbox in the first column of any product you want to feature as a
related product.
Select Related Products
4.
When complete, click the Save button.
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Up-sells
CHAPTER 14: Product Information
Up-sells
Up-sell products are items that your customer might prefer instead of the product currently
viewed. 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(s).”
Up-Sell on Product Page
To select up-sell products:
218
1.
In the Product Information panel, select Up-sells.
2.
Click the Reset Filter button in the upper-right to list all the available products, or use the
search filters at the top of each column to find specific products.
3.
In the list, select the checkbox in the first column of any product you want to feature as an
up-sell.
4.
When complete, click the Save button.
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CHAPTER 14: Product Information
Cross-sells
Cross-sells
Cross-sell products are similar to impulse purchases positioned next to the cash register in
the checkout line of a grocery store. Products offered as a cross-sell appear on the shopping
cart page, just before the customer begins the checkout process.
Cross-sell Offered During Checkout
To set up cross-sell products:
1.
In the Product Information panel on the left, click Cross-sells.
2.
Click the Reset Filter button to list all the available products, or use the filters at the top of
each column to find specific products.
3.
Select the checkbox in the first column of any product you want to feature as a cross-sell.
Cross-Sell Product
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Custom Options
4.
CHAPTER 14: Product Information
When complete, click the Save button.
Custom Options
Custom options are an easy way to offer a selection of product variations that do not rely
on attributes. The limitations are that you cannot track inventory based on any variation,
and that a product with custom options cannot be used with a configurable, grouped, or
bundle product. Custom options are a good solution if your inventory needs are simple.
Custom Options on Product Page
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CHAPTER 14: Product Information
Custom Options
To create custom options:
1.
On the Admin menu, select Catalog > Manage Products.
2.
In the list, open the product record in edit mode.
3.
In the panel on the left, select Custom Options.
4.
In the upper-right corner, click the Add New Option button. Then, do the following:
Custom Options
5.
a.
In the Title field, enter a name for the property.
b.
Set the Input Type you want to use for data entry.
c.
Set Is Required to “Yes” if the option must be selected before the product can be
purchased.
d.
In the Sort Order field, enter a number to indicate the order of this item in the list of
options. Enter the number 1 to display this option first.
Click the Add New Row button. Then, complete the following:
Add New Row
a.
In the Title field, enter a name for this option.
b.
In the Price field, enter any markup or markdown from the base product price that
applies to this option.
c.
Set Price Type to one of the following:
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Translating Products
6.
CHAPTER 14: Product Information
Fixed
The price of the variation differs from the price of the base product
by a fixed monetary amount, such as $1.
Percentage
The price of the variation differs from the price of the base product
by a percentage, such as 10%.
d.
Enter a SKU for the option. The option SKU is a suffix to the product SKU.
e.
In the Sort Order field, enter a number to indicate the order of this item in the list of
options. Enter the number 1 to display this option first.
When complete, click the Save button.
Translating Products
If your store has multiple views in different languages, the same products are available in
each store view. You can use the same basic product information, such as SKU, price, and
inventory level, regardless of language. Then, translate only the product name, description
fields, and meta data as needed for each language.
Change the Product Scope to Store View
Step 1: Translate Product Fields
1.
On the Admin menu, select Catalog > Manage Products.
2.
In the list, find the product and click Edit to open.
3.
In the upper-left corner set Choose Store View to the view where the changes you make
will be visible. When prompted to confirm, click OK.
Only fields with a scope of [STORE VIEW] can be edited separately for each view or
language.
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CHAPTER 14: Product Information
4.
5.
Translating Products
For each field to be edited, do the following:
a.
Clear the Use Default Value checkbox to the right of the field.
b.
Either paste or type the translated text into the field.
When complete, click the Save button.
Step 2: Translate Field Labels
1.
On the Admin menu, select Catalog > Attributes.
2.
In the list, find the attribute and click to open in edit mode.
3.
In the panel on the left, select Manage Label / Options.
4.
In the Manage Titles section, enter the translated label text for each store view.
Enter Translated Labels
5.
When complete, click the Save Attribute button.
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Notes
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CHAPTER 15:
Inventory
Managing stock creates opportunities for customer engagement by displaying stock
availability messages in your store, and giving your customers the opportunity to
receive product alerts. Even if your store doesn’t have a large inventory of products,
your customers can benefit from the way you manage your inventory.
Inventory settings can be made for the catalog as a whole, and fine tuned for each
individual product. In addition to controlling stock levels, the inventory settings
determine how backorders and returned items are managed. If your needs are simple,
you might choose not to manage inventory at all. However, inventory management is
more than just keeping track of how many products you have on hand.
Topics in this chapter:
l
Inventory Setup
l
Managing Stock
l
Stock Availability Messages
l
Out of Stock Threshold
l
Product Alerts
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Inventory Setup
CHAPTER 15: Inventory
Inventory Setup
The Product Stock Items configuration determines the default product inventory settings.
The configuration applies to individual products, rather than to the contents of the cart as
a whole.
To configure the default inventory settings:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Catalog, select Inventory.
3.
Click to expand the Product Stock Options section.
4.
Enter the default settings for each item, as described in the following field descriptions.
5.
When complete, click the Save Config button.
Product Stock Options
Field Descriptions
FIELD
Manage Stock
226
SCOPE
Global
DESCRIPTION
Determines if you use full inventory control to
manage the items in your catalog. Options
include:
Yes
Activates full inventory control to
keep track of the number of items
currently in stock.
No
Does not keep track of the
number of items currently in
stock.
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CHAPTER 15: Inventory
Inventory Setup
Field Descriptions (cont.)
FIELD
Backorders
SCOPE
Global
DESCRIPTION
Determines how your store manages backorders.
A backorder does not change the processing
status of the order. Funds are still authorized or
captured immediately when the order is placed,
regardless of whether the product is in stock.
When the product becomes available, it will be
shipped. Options include:
No Backorders
Does not accept
backorders when product
is out of stock
Allow Qty Below 0
Accepts backorders
when the quantity falls
below zero.
Allow Qty Below 0
and Notify
Customer
Accepts backorders
when the quantity falls
below zero, but notifies
customers that orders
can still be placed.
Maximum Qty Allowed in
Shopping Cart
Global
Determines the maximum number of a product
that can be purchased in a single order by
customer group. By default, the maximum
quantity is set to 10,000.
Qty for Item's Status to
Become Out of Stock
Global
Determines the stock level at which a product is
considered to be out of stock.
Minimum Qty Allowed in
Shopping Cart
Global
Determines the minimum amount of an item that
is available for purchase according to customer
group. By default, the minimum quantity is set to
1.
Click the Add Minimum Qty button to enter a
different value for a specific customer group.
Notify for Quantity Below
Global
Determines the stock level at which notification
is sent that the inventory has fallen below the
threshold.
Enable Qty Increments
Global
Determines if items can be sold in quantity
increments. Options include: Yes / No
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Field Descriptions (cont.)
FIELD
Qty Increments
SCOPE
Global
Automatically Return
Global
Credit Memo Item to Stock
DESCRIPTION
Establishes the number of products that make up
a quantity increment.
Determines if items included on credit memos
are automatically returned to inventory. Options
include: Yes / No
Managing Stock
Each product in your catalog has both a short and long version of the Inventory options,
depending on whether you need to manage inventory for the product. The long form
appears only when Manage Stock is set to “Yes.” The initial values reflect the default
Product Stock Option configuration.
Inventory (Short Form)
To complete the inventory settings:
1.
228
In the Product Information panel, select Inventory. To complete the required settings, do
the following:
a.
Clear the checkbox below the Manage Stock field. Then, set Manage Stock to “Yes.”
b.
In the Qty field, type the number of units you currently have in stock.
c.
Set Stock Availability to “In Stock.”
2.
Complete the remaining settings as needed, as described in the following field descriptions.
3.
When complete, click the Save button.
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CHAPTER 15: Inventory
Managing Stock
Inventory (Long Form)
Field Descriptions
FIELD
Manage Stock
SCOPE
Global
DESCRIPTION
Determines if you use full inventory control to
manage the items in your catalog. Options
include:
Yes
Activates full inventory control to
keep track of the number of items
currently in stock. (To change the
setting, clear the Use Config
Settings checkbox and select
“Yes.”)
No
Does not keep track of the number
of items currently in stock. (This is
the default setting.)
Qty
Global
(Required) The quantity of the item in stock.
Qty For Item’s Status to
become Out of Stock
Global
Determines the stock level at which a product is
considered to be out of stock.
Minimum Qty Allowed in
Shopping Cart
Global
Determines the minimum amount of this item that
is available for purchase. By default, the minimum
quantity is set to 1.
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Field Descriptions (cont.)
FIELD
230
SCOPE
DESCRIPTION
Maximum Qty Allowed in
Shopping Cart
Global
Determines the maximum number of this item that
can be purchased in a single order. By default, the
maximum quantity is set to 10,000.
Qty Uses Decimals
Global
Determines if customers can use a decimal value
rather than a whole number when entering the
quantity ordered. Options include:
Yes
Permits values to be entered as
decimals, rather than whole
numbers, which is suitable for
products sold by weight, volume or
length.
No
Quantity values must be entered
as whole numbers.
Can be divided into
Multiple Boxes for
Shipping
Global
Determines if parts of the product can shipped
separately. Options include: Yes / No
Backorders
Global
Determines how your store manages backorders.
A backorder does not change the processing
status of the order. Funds are still authorized or
captured immediately when the order is placed,
regardless of whether the product is in stock.
When the product becomes available, it will be
shipped. Options include:
No Backorders
Does not accept
backorders when
product is out of
stock
Allow Qty Below 0
Accepts
backorders when
the quantity falls
below zero.
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CHAPTER 15: Inventory
Managing Stock
Field Descriptions (cont.)
FIELD
SCOPE
DESCRIPTION
Allow Qty Below 0 and
Notify Customer
Accepts
backorders when
the quantity falls
below zero, but
notifies
customers that
orders can still be
placed.
Notify for Quantity Below
Global
Determines the stock level at which notification is
sent that the inventory has fallen below the
threshold.
Enable Qty Increments
Global
Determines if the product can be sold in quantity
increments. Options include: Yes / No
Qty Increments
Global
Establishes the number of products that make up
a quantity increment.
Stock Availability
Global
Determines the current availability of the product.
Options include:
Magento Community Edition User Guide, Version 1.9.2
In Stock
Makes the
product available
for purchase.
Out of Stock
Unless
Backorders are
activated,
prevents the
product from
being available for
purchase and
removes the
listing from the
catalog.
231
Stock Options
CHAPTER 15: Inventory
Stock Options
The Stock Options settings determine if items are removed from stock when an order is
placed, and returned to stock if an order is canceled. The Stock Options determine if out-ofstock products are included in the catalog, and control the display of the “In Stock,” “Out of
Stock,” and “Only x left” messages.
Only 1 Left
To configure stock options:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Catalog, select Inventory.
3.
Click to expand the Stock Options section. Then, do the following:
a.
To return items to stock if an order is cancelled, Set Items Status to be in Stock When
Order in Cancelled to “Yes.”
b.
To adjust the quantity on hand when an order is placed, set Decrease Stock When
Order is Placed to “Yes.”
c.
Set Display Out of Stock Products to “Yes” to continue to display products in the
catalog that are no longer in stock.
If price alerts are enabled, customers can sign up to be notified when the product is
back in stock.
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d.
Stock Options
To display the message, “Only x left,” enter the number in the Display X left
Threshold field.
The message begins to appear when the quantity in stock reaches the threshold. For
example, if set to 3, the message “Only 3 left” appears when the quantity in stock
reaches 3. The message adjusts to reflect the quantity in stock, until the quantity
reaches zero.
e.
To display an “In Stock” or “Out of Stock” message on the product page, set Display
products availability in stock in the frontend to “Yes.”
Stock Options
4.
When complete, click the Save Config button.
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Set Items’ Status to be in
Stock When Order is
Cancelled
Store View
Returns item to stock when order is cancelled.
Options include: Yes / No
Decrease Stock When
Order is Placed
Global
Decreases the quantity in stock when the order is
placed. Options include: Yes / No
Display Out of Stock
Products
Global
Displays products that are out of stock. If product
alerts are enabled, customers can sign up to be
notified when the product becomes available.
Options include: Yes / No
Only X left Threshold
Website
Establishes the threshold for the “Only x left”
message. For example, if set to 3, the message
appears when there are 3 or fewer of an item in
stock. The message does not appear if the value
is set to 0.
Display products
availability in stock in the
frontend
Store View
Displays an “In Stock or “Out of Stock” message
on the product page. Options include: Yes / No
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Stock Options
CHAPTER 15: Inventory
Stock Availability
You can define an inventory level that becomes the threshold to determine when an item
needs to be reordered. The out of stock threshold can be set to any number greater than
zero.
Another way you can use the stock availability threshold is to manage products that are in
high demand. If you want to capture new customers, rather than sell to high-quantity
buyers, you can set a maximum quantity to prevent a single buyer from taking out your
entire inventory.
Your catalog can be configured to display the availability of each item as “In Stock” or “Out
of Stock” on the product page. The configuration setting applies to the catalog as a whole,
and the message changes according to the stock status of the product. There are several
display variations possible, including how “out of stock” products are managed in the
catalog and search results lists.
“In Stock” Message on Product Page
Process Overview:
Step 1: Configure the Inventory Stock Options
Step 2: Set the Product to Manage Stock
Step 3: Set the “Out of Stock” Threshold
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CHAPTER 15: Inventory
Stock Options
Step 1: Configure the Inventory Stock Options
1.
On the Admin menu, select System > Configuration.
2.
In the Configuration panel on the left, under Catalog, select Inventory.
3.
Click to expand the Stock Options section. Then, do the following:
Stock Options
a.
b.
4.
To configure how “out of stock” products are handled in the category and search
results lists, set Display Out of Stock Products to one of the following:
Yes
Includes “out of stock” products on catalog pages.
No
Omits “out of stock” products from catalog pages.
To configure the stock availability message on the product page, set Display products
availability in stock in the frontend to one of the following:
Yes
Displays an availability message indicating the product stock status.
No
Does not display an availability message.
Click the Save Config button to save the setting.
Step 2: Set the Product to Manage Stock
1.
On the Admin menu, select Catalog > Manage Products.
2.
In the list, click to open the product. Then in the Product Information panel on the left,
select Inventory.
3.
If necessary, clear the Use Config Settings checkbox, and set Manage Stock to “Yes.”
Then, complete the inventory settings as needed.
4.
Make sure that Stock Availability is set to “In Stock.”
5.
Click the Save button to save the product settings.
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Stock Options
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Step 3: Set the "Out of Stock" Threshold
1.
On the Inventory tab, set the Qty for Item’s Status to Become Out of Stock to a value
above zero.
2.
To set the quantity of the product that is allowed in the cart, set the following fields to the
appropriate values for your product, store, and strategy:
3.
l
Minimum Quantity Allowed in Shopping Cart
l
Maximum Quantity Allowed in Shopping Cart
To be notified when stock drops below the threshold, clear the Use Config Settings
checkbox. Then, set Notify for Quantity Below to a number to establish the threshold. The
default the value is 1.
If you need time to restock your inventory, you can use this value to indicate when it is time to
replenish.
Message Scenarios
You can use a combination of configuration settings to control stock availability messages
on product pages and in listings of products on catalog pages.
Grouped Product with Both Messages
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Stock Options
Product Page
There are several variations of messaging available for the product page, depending on the
combination of Manage Stock and Stock Availability settings.
“Out of Stock” Message
Example 1: Show Availability Message
Scenario 1: This combination of settings causes the availability message to appear on the
product page, according to the stock availability of each product.
STOCK OPTIONS
Display product availability in stock in the frontend:
MESSAGE
Yes
Product Inventory
Manage Stock
Yes
Stock Availability
In Stock
Out of Stock
“Availability: In
Stock”
“Availability: Out
of Stock”
Scenario 2: When stock is not managed for a product, this combination of settings can be
used to display the availability message on the product page.
STOCK OPTIONS
Display product availability in stock in the frontend:
MESSAGE
Yes
Product Inventory
Manage Stock
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No
“Availability: In
Stock”
237
Stock Options
CHAPTER 15: Inventory
Example 2: Hide Availability Message
Scenario 1: This combination of configuration and product settings prevents the
availability message from appearing on the product page.
STOCK OPTIONS
MESSAGE
Display product availability in stock in the frontend:
No
Product Inventory
Manage Stock
Yes
Stock Availability
In Stock
None
Out of Stock
None
Scenario 2: When stock is not managed for a product, this combination of configuration
and product settings prevents the availability message from appearing on the product
page.
STOCK OPTIONS
MESSAGE
Display product availability in stock in the frontend:
No
Product Inventory
Manage Stock
238
No
None
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CHAPTER 15: Inventory
Stock Options
Catalog Page
The following display options are possible for the category and search results lists,
depending on the product availability and configuration settings.
“Out of Stock” Message on Category Page
Example 1: Show Product with “Out of Stock Message”
This combination of configuration settings includes out of stock products in the category
and search results lists, and displays an “out of stock” message.
STOCK OPTIONS
MESSAGE
Display Out of Stock Products
Yes
Display product availability in stock in the frontend
Yes
Display Out of Stock Products
Yes
Display product availability in stock in the frontend
No
“Out of stock”
None
Example 2: Show Product without “Out of Stock Message”
This combination of configuration settings includes out of stock products in the category
and search results lists, but does not display a message.
STOCK OPTIONS
MESSAGE
Display Out of Stock Products
Yes
Display product availability in stock in the frontend
No
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None
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Stock Options
CHAPTER 15: Inventory
Example 3: Hide Product Until Back in Stock
This configuration setting omits out of stock products entirely from the category and
search results lists, until they are back in stock.
STOCK OPTIONS
MESSAGE
Display Out of Stock Products
No
None
Out of Stock Threshold
You can define an inventory level that becomes the threshold to determine when an item
needs to be reordered. The out of stock threshold is set to a number above zero.
To set the out of stock threshold:
1.
In the Product Information panel, select Inventory.
2.
Set the Qty for Item’s Status to Become Out of Stock to a value above zero.
To change the quantity allowed in cart:
This option is helpful for products in high demand. If you want to capture a larger number
of new customers rather than selling high volumes to high-quantity buyers, you can set a
maximum quantity to prevent a high-quantity buyer from taking out your entire inventory.
1.
In the Product Information panel, select Inventory.
2.
Change the Minimum and Maximum Quantity Allowed in Shopping Cart fields to
appropriate values for your product, store, and strategy.
To be notified when stock drops below threshold:
240
1.
In the Product Information panel, select Inventory.
2.
Clear the Use Config Settings checkbox, and set Notify for Quantity Below to indicate the
level when you want to be notified. By default, the value is set to 1.
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CHAPTER 15: Inventory
Product Alerts
Product Alerts
You can enable your customers to subscribe to two types of customer alerts by email: price
change alerts and in-stock alerts. For each alert type, choose whether to enable users to
subscribe to it, and select the email template to use. Also, select a sender display name,
which applies to both alert types.
Sign Up for Price Alert
When price change alerts are enabled, a “Sign up for price alert” link appears on every
product page. Customers can click the link to subscribe to alerts related to the product.
Guests are prompted to open an account with your store. Whenever the price changes, or
the product goes on special, everyone who has signed up to be notified receives an email
alert.
The in-stock alert creates a link called “Sign up to get notified when this product is back in
stock” for every product that is out of stock. Customers can click the link to subscribe to the
alert. When the product is back in stock, customers receive email notification that the
product is available. Products with alerts have a Product Alerts tab in the Product
Information panel that lists the customers who have subscribed to an alert.
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Product Alerts
CHAPTER 15: Inventory
List of Price Alert Subscriptions
To set up product alerts:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Catalog, select Catalog.
3.
Click to expand the Product Alerts section, and do the following:
a.
To offer price change alerts to your customers, set Allow Alert When Product Price
Changes to “Yes.”
b.
Set Price Alert Email Template to the template that you want to use for the price alert
notifications.
c.
To offer alerts when out-of-stock products become available again, set Allow Alert
When Product Comes Back in Stock to “Yes.”
The “Sign up to get notified when this product is back in stock” message appears only when
Inventory Stock Options - Display Out of Stock Products is set to “Yes.”
242
d.
Set Stock Alert Email Template to the template that you want to use for product stock
alerts.
e.
Set Alert Email Sender to the store contact that you want to appear as the sender of
the email alert.
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Product Alerts
Product Alerts
4.
When complete, click the Save Config button.
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Allow Alerts When Product Store View
Price Changes
Determines if email alerts are available for product
price changes. Options include: Yes / No
Price Alert Email Template Store View
Identifies the template that is used for product
price change email alerts.Default template:
Product price alert
Allow Alert When Product
Comes Back in Stock
Website
Determines if customers can choose to receive
an alert when the product comes back in stock.
Options include: Yes / No
Stock Alert Email
Template
Store View
Identifies the template that is used for stock alert
email notifications. Default template: Product
stock alert
Alert Email Sender
Store View
Determines the store contact that appears as the
sender of the product alert email message.
Product Alert Run Settings
These settings enable you to select how often Magento checks for changes that require alerts
to be sent. Additionally, you can select the recipient, sender, and template for emails that
are sent if the sending of alerts fails.
To set up product alerts:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Catalog, select Catalog.
3.
Click to expand the Product Alerts Run Settings section. Then, do the following:
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CHAPTER 15: Inventory
a.
4.
To determine how often product alerts are sent, set Frequency to one of the following:
l
Day
l
Week
l
Month
b.
To determine the time of day product alerts are sent, set Start Time to the hour,
minute, and second.
c.
In the Error Email Recipient field, enter the email of the person to be contacted if an
error occurs.
d.
In the Error Email Sender field, select the store identity that appears as the sender of
the error notification.
e.
Set Error Email Template to the transactional email template to be used for the error
notification.
When complete, click the Save Config button.
Product Alert Run Settings
Field Descriptions
FIELD
244
SCOPE
DESCRIPTION
Frequency
Global
Choose how often product alerts are sent out:
Daily, Weekly, or Monthly.
Start Time
Global
Choose what time of day the product alert
process starts. This time should be after any price
or inventory updates are performed.
Error Email Recipient
Global
Identify the email address of the person (normally
a store administrator) who should receive an email
notification when there is an error in the product
alert process.
Error Email Sender
Global
Select the role that the email will be “from.”
Error Email Template
Global
Select the email template to use for product alert
error notifications. .
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CHAPTER 15: Inventory
Product Alerts
Managing Stock for Configurable Products
By default, Manage Stock is turned off for a configurable product, because the inventory is
managed through each associated product. However, at times it may be necessary to apply
inventory settings to a configurable product as a whole, such as to set quantity increments
and change the stock availability.
To enable quantity increments:
1.
On the Inventory tab of the configurable product, clear the Use Config Settings checkbox,
and set Manage Stock to “Yes.” The Enable Qty Increments field appears.
2.
To sell the product in quantity increments, do the following:
a.
Below the Enable Qty Increments field, clear the Use Config Settings checkbox. Then,
set Enable Qty Increments to “Yes.”
b.
In the Qty Increments field, enter the number of products that you want to sell
together as a single batch.
To set product as “Out of Stock:”
1.
On the Inventory tab of the configurable product, clear the Use Config Settings checkbox,
and set Manage Stock to “Yes.” The Stock Availability field appears.
2.
To temporarily remove the product from sale, set Stock Availability to “Out of Stock.”
3.
When you are ready to offer the product for sale, set Stock Availability to “In Stock.”
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Notes
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Magento Community Edition User Guide, Version 1.9.2
CHAPTER 16:
Product Pricing
Magento Community Edition supports a number of pricing options that you can use
for promotions, and to meet minimum advertised price requirements.
Topics in this chapter:
l
Prices
l
Special Price
l
Tier Price
l
Package Price
l
Minimum Advertised Price
l
Product Group Price
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Prices
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Prices
The Prices tab is used to establish the pricing structure of the product. Options include
special and tier pricing, and manufacturer’s suggested retail price.
Prices
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Price
Global
The retail price of the product.
Group Price
Global
Sets up promotional prices for specific customer
groups within the selected website.
Special Price
Website
To offer a Special Price, enter a discounted price
and complete the date range fields to establish
when the promotion goes into effect.
When available, the retail price is crossed out and
the special price appears below in a large, bold
font.
248
Special Price From Date
Website
Sets the beginning date for the range of time the
Special Price is offered.
Special Price To Date
Website
Sets the ending date for the range of time the
Special Price is offered.
Tier Price
Website
Tier pricing is used to offer a quantity discount.
The discount can be applied to specific customer
groups within the selected website.
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Prices
Field Descriptions (cont.)
FIELD
SCOPE
DESCRIPTION
Apply MAP
Website
When applied, hides the actual product price from
the customer. Options include: Yes / No / Use
Config
Display Actual Price
Website
Determines when the customer can see the
actual product price. Options include:
Manufacturer’s Suggested
Retail Price
Global
Tax Class
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In Cart
Displays the actual
product price in the
shopping cart.
Before Order
Confirmation
Displays the actual
product price only at the
end of the checkout
process, just before the
order is confirmed.
On Gesture
Displays the actual
product price
Use Config
Displays the actual price
according to the
configuration setting.
The retail price as suggested by the manufacturer
(MSRP).
The tax class associated with the product.
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Special Price
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Special Price
To offer a Special Price, enter a discounted price and complete the date range fields to
establish when the promotion goes into effect. On both the catalog list and product pages,
the regular price is crossed out, and the Special Price appears in bold red.
Special Pricing
To display a special price:
1.
In the Product Information panel on the left, select Prices.
2.
Enter the amount of the Special Price.
3.
Complete the Special Price From Date and Special Price To Date to define the period of
time that the special price is in effect. You can pick the dates from the Calendar
to the
right of each field.
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4.
Click the Save button to save your changes.
5.
When prompted to update the cache and indexes, follow the instructions at the top of the
page.
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Tier Price
Tier Price
Tier pricing lets you offer a quantity discount from the catalog list and product detail
pages. The discount can be applied to a specific store view or customer group.
Tier Price “As Low as”
l
l
On the catalog page, the product price includes the words, “As Low As,” followed by the
lowest tier price.
On the product page, the calculated quantity discount has the message:
Buy 2 for $__._ each and save _%
The prices in the storefront take precedence from the highest to the lowest quantity.
Therefore, if you have a tier for the quantity 5 and one for the quantity 10 and a customer
adds 5, 6, 7, 8 or 9 items to the shopping cart, then the customer gets the discounted price
that you specified for the quantity 5 tier. As soon as the customer adds the 10th item, the
discounted price specified for the quantity 10 tier supersedes the quantity 5 tier and that
discounted price (of 10) applies instead.
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Tier Price on Product Page
To display a tier price:
1.
In the Product Information panel on the left, select Prices.
2.
In the Tier Price section, click the Add Tier button. Then, do the following:
Tier Pricing
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a.
Select the Website to which the tier pricing applies.
b.
Select the Customer Group for whom the tier pricing is available.
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Package Price
To apply a tier to multiple groups, but not all groups, create multiple tiers, each with
the same Qty and Price information and select a different customer group for each.
c.
In the Qty field, enter the quantity that must be ordered to receive the discount.
d.
In the Price field, enter the adjusted price of the item.
3.
When complete, click the Save button.
4.
When you are prompted to update the cache and indexes, follow the instructions in the
message at the top of the workspace.
Package Price
Unlike a unit price, a package price refers to multiple items of the same product that are
packaged together and sold as a single unit. A six-pack of soft drinks is an example of
package pricing.
How to sell multiple products as a package:
1.
On the Admin menu, select Catalog > Manage Products.
2.
In the list, click to select the product you want to sell as a package.
3.
In the Product Information panel on the left, select Inventory. Then, do the following:
a.
Set Qty for Item’s Status to Become Out of Stock to the lowest inventory threshold for
this item. (If necessary, clear the Use Config Settings checkbox.)
The number should be a multiple of the number of items in the package. For example,
for a six-pack, the threshold might be 6, 12, 18, and so on.
4.
b.
Set Enable Qty Increments to “Yes.”
c.
Set Qty Increments to the number of units included in the package. For example, 6.
When complete, click the Save Config button.
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Minimum Advertised Price
CHAPTER 16: Product Pricing
Minimum Advertised Price
Merchants are sometimes prohibited from displaying a price that is lower than the
manufacturer’s suggested retail price (MSRP). Magento’s Minimum Advertised Price (MAP)
gives you the ability to remain in compliance with the manufacturer’s requirements while
offering your customers a better price. Because requirements differ from one manufacturer
to another, you can configure your store to prevent the display of your actual price on
pages where it is not allowed to appear according to the terms of the manufacturer.
“Click for Price” Gesture with Popup
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Minimum Advertised Price
MAP Logic
For products that allow configuration from the storefront, with prices that depend on a
selected option, (such as custom options, or simple products with their own SKUs and
stock management), the following logic is implemented:
l
l
l
MAP is applied to the main price. The prices of options, bundle items, and associated
products (which add or subtract from the main price) appear normally.
If a product does not have a main price, and its price is derived from the associated
product prices (such as in a grouped product), the MAP settings of the associated
products are applied.
If a product in the cart has the Manufacturer’s Suggested Retail Price (MSRP) specified,
the price is not crossed-out.
For other price settings, the following MAP logic is used:
l
If tier pricing is set, the tier price appears according to the Display Actual Price setting.
l
If a special price is set, it is considered to be the actual price for MAP.
In the order management and customer management tools, as well as in the reports
sections of the Admin, only the actual price appears.
Using MAP with Product Types
PRODUCT TYPE
DESCRIPTION
Simple, Virtual
The actual price does not automatically appear on catalog list
and product pages, but is included only according to the Display
Actual Price setting. Custom option prices appear normally.
Grouped
The prices of associated simple products do not automatically
appear on catalog list and product pages, but are included only
according to the Display Actual Price setting.
Configurable
The actual price does not automatically appear on catalog list
and product pages, but is included only according to the Display
Actual Price setting. Option prices appear normally.
Bundle with fixed price
The actual price does not automatically appear on catalog
pages, but is included only according to the Display Actual Price
setting. The prices of bundle items appear normally.
MAP is not available for bundle products with dynamic pricing.
Downloadable
The actual price does not automatically appear on catalog list
and product pages, but is included only according to the Display
Actual Price setting. The price associated with each download
link appears normally.
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Using MAP with Price Settings
PRICE SETTING
Tier Price
DESCRIPTION
If tier pricing is set, the tier pricing message is not displayed in
the catalog. On the product page a notification is displayed that
indicates that the price can be lower when ordering more than a
certain quantity, but the discount is displayed in percentages
only. For associated products of a grouped product, the
discounts are not displayed on the product page.
The tier price is shown according to the Display Actual Price
setting.
Special Price
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If the Special price is specified, the special price is displayed
according to the Display Actual Price setting.
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Minimum Advertised Price
MAP Setup
MAP can be configured at both the global and product levels. There are a variety of
configuration options that you can use to remain in compliance with the terms of your
agreement with the manufacturer, while still offering your customers a better price. Your
store’s MAP settings can be applied to all products in your catalog or configured for only
specific products.
On the global level, you can enable or disable MAP, apply it to all products, define how the
actual price is displayed, and edit the text of the related messages and information tips
that appear in the store. When MAP is enabled globally, product-level MAP settings become
available. For a product you can choose to apply MAP, specify the MSRP, and define how
the actual price is displayed. Product-level MAP settings override the global MAP settings.
Minimum Advertised Price Configuration
To configure MAP globally:
1.
On the Admin menu, select System > Configuration.
2.
If applicable, in the upper-right corner, set Current Configuration Scope to the website
where the configuration applies.
3.
In the panel on the left, under Sales, select Sales. Then, click to expand the Minimum
Advertised Price section, and do the following:
4.
To activate MAP, set Enable MAP to “Yes.”
a.
Set Apply MAP (Default Value) to one of the following:
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l
l
b.
5.
CHAPTER 16: Product Pricing
To apply MAP to certain products, select “No.”
To apply MAP by default to all products and hide all prices throughout the site,
select “Yes.”
To determine when and where you want your actual price to be visible to the
customer, set Display Actual Price to one of the following:
l
In Cart
l
Before Order Confirmation
l
On Gesture (on click)
When complete, click the Save Config button.
To configure MAP for a specific product:
1.
On the Admin menu, select System > Configuration.
2.
In the Configuration panel on the left, under Sales, click to expand the Minimum
Advertised Price section. Then, do the following:
Set Enable MAP to “Yes.”
b.
Set Apply MAP (Default Value) to “No.”
c.
Complete the remaining settings as needed. Then, click the Save Config button.
3.
Select Catalog > Manage Products, and open the product record.
4.
In the Product Information panel on the left, selectPrices. Then, do the following:
5.
258
a.
a.
Enter your Price that is lower than the manufacturer’s minimum advertised price.
b.
Set Apply MAP to “Yes.”
c.
Set Display Actual Price according to your preference.
d.
Enter the Manufacturer’s Suggested Retail Price.
When complete, click the Save button.
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Minimum Advertised Price
Minimum Advertised Price Configuration
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Enable MAP
Website
Activates Minimum Advertised Price for your
store. Options include: Yes / No
Apply MAP
Website
Applies MAP by default to all products in the
store. Options include:
Display Actual Price
Website
Yes
Initially hides all prices in the
store, and displays them
according to the Display Actual
Price setting.
No
Does not apply MAP to all
products, by default. If MAP is
enabled, it can still be applied to
products individually.
Determines where the actual price of a product is
visible to the customer.Options include:
In Cart
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Displays the actual
product price in the
shopping cart.
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Product Group Price
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Field Descriptions (cont.)
FIELD
SCOPE
DESCRIPTION
Before Order
Confirmation
Displays the actual
product price at the end of
the checkout process,
just before the order is
confirmed.
On Gesture
Displays the actual
product price in a popup
when the customer clicks
the “Click for price” or
“What’s this?” link.
Default Popup Text
Message
Store View
The popup text message that appears when the
customer selects the “Click for price” link from a
category list or product view page.
Default “What’s This” Text
Message
Store View
The pop-up text message that appears when the
customer clicks the “What’s this?” link from the
product view page.
Manufacturer's Suggested
Retail Price
Global
The retail price as suggested by the manufacturer
(MSRP).
Product Group Price
Product Group Price enables you to set promotional prices for different customer groups at
the product level. Group price can be used with the following product types:
l
Simple
l
Configurable
l
Virtual
l
Bundle
l
Downloadable
For Bundle products, the group price is specified as a discount percentage. If bundle items
have their own group prices set for the same customer group, then the discount specified
for the entire Bundle applies to the group prices.
For Grouped products, the Group Price is not applied, even if the product type is selected
in the Apply To field of the group_price attribute. In this case, the Group Price field does
not appear in the Prices section of Product Information.
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Product Group Price
Product Group Price Setup
The display of group prices in the store follows the general logic used for Magento pricing.
If, in addition to the regular price, a product has promotional price(s), the lowest price
appears in the storefront. If a product custom option has price set as a percentage, then the
lowest promotional price is used as base for the calculation. The same logic applies when
the associated products (the options) of a configurable product have prices set as a
percentage.
Examples: Promotional Prices in Storefront
The following table illustrates how the minimum promotional price logic is implemented.
The table provides several examples, but it is not an exhaustive list of possible
combinations.
Promotional Pricing
ADMIN PRICE
STOREFRONT PRICE
Price = $4
For customers from the tier price group(s): $ 4
Special Price = $5
As low as: $3
Tier Price = $3
For customers from other groups: $4
Price = $5
For all customers:
Special Price = $3
Regular Price: $5
Tier Price = $4
Special Price: $3
Price = $5
For customers from the catalog price rule group:
Special Price = $3
Regular Price: $5
Tier Price = $4
Special Price: $2
Price after a catalog price
rule applied = $2
For customers from other groups:
Regular Price: $5
Special Price: $3
Price = $5
Special Price = $4
Group Price = $3
For customers from the price group:
Regular Price: $5
Special Price: $3
For customers from other groups:
Regular Price: $5
Special Price: $4
Important! When a group price is set for a product, the catalog price rules for the corresponding
customer groups are applied to the group price, not to the regular price.
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To set up a group price for a product:
1.
On the Admin menu, select Catalog > Manage Products. Then in the list, click to open the
product in edit mode.
2.
In the panel on the left, click Prices. Then, do the following:
3.
a.
In the Group Price field, click the Add Group Price button.
b.
Select the target Customer Group and enter the product Price for the group. The
Website column defines the scope of the Group Price field.
When complete, click the Save button.
Group Price Attribute
The list of product types for which group price can be specified is defined in the group_
price attribute properties. The product types that can be used with the attribute are
configured in the Apply To property.
Regular Price
The value of the price system product attribute, which by default, corresponds to the Price
specified on the Prices tab in Product Information.
Promotional Price
A product price that is defined by any of the following system product attributes:
special_price, group_price, or tier_price; or the resulting price after a catalog
price rule is applied.
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CHAPTER 17:
Product Images
Using images of consistent quality, size, and proportion gives your product catalog a
professional look with commercial appeal. If you have a large catalog with several
images per product, you can easily have hundreds, if not thousands of product images
to manage. Before you get started, it’s a good idea to establish a naming convention for
your image files, and organize them so you can find the originals if you ever need them.
The Images tab in the Product Information panel is used to upload and manage
individual images for the current product. You can upload multiple images for each
product, with different images for each website or store view. However, if you have a
large quantity of images to manage, it is more efficient to import, rather than upload
each one individually. To learn more, see: Importing Product Images.
Product Images
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Thumbnail Gallery
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Thumbnail Gallery
The thumbnail gallery on the product page can be used to display multiple images of the
product. Although the position of the gallery varies by theme, it is usually just below the
main image on the product page. Click each image to browse through the thumbnail
gallery.
Image Zoom
Light Boxes and Sliders
Some stores use third-party light boxes or sliders to replace the default product image
display. You will find a variety of light box and slider extensions available in Magento
Connect.
Image Zoom
Magento displays a magnified portion of the image on mouseover, provided that you have
uploaded a larger image that can be used to zoom in for a closer look. When zoom is
activated, you can click the main image and move the cursor around to magnify different
parts of the image. The magnified selection appears to the right of the image.
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Image Size and Type
Image Size and Type
As a best practice, you should standardize the size of your images so they appear at the
highest possible resolution. A single product image can be displayed in several different
sizes throughout your catalog. In addition to the main image on the product page, there
are smaller images and thumbnails.
Image types are used in different places in your catalog. If you have only one product
image, you can use the same image for each type. If you do not assign an image to each
type, a placeholder image is used to mark its place in the catalog.
To configure product images:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Catalog, select Catalog.
3.
Click to expand the Product Image section. Then, do the following:
a.
In the Base Image Width field, enter the maximum width that the base image is to be
rendered.
b.
In the Small Image Width field, enter the maximum width that the small image is to
be rendered.
Product Image
4.
When complete, click the Save Config button.
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Image Types
IMAGE TYPE
Thumbnail
DESCRIPTION
Thumbnail images appear in the thumbnail gallery, shopping cart,
and in some blocks such as Related Items. Example size:
50 x 50 pixels
Small Image
The small image is used for the product images in listings on
category and search results pages, and to display the product
images needed for sections such as for Up-sells, Cross-sells,
and the New Products List. Example size:
470 x 470 pixels
Base Image
The base image is the main image on the product detail page.
Image zoom is activated if you upload an image that is larger
image than the image container. Example sizes:
470 x 470 pixels (without Zoom)
1100 x 1100 pixels (with Zoom)
Media Image
(Optional) A media image you the ability to associate additional
images with a product, that are other than a product image. For
example, you might include the product logo, care instructions, or
an image of the ingredients from a food label.
If you add a media image attribute to the attribute set of a
product, it is listed as an additional image type, along with Base,
Small, and Thumbnail. You can set it to "Exclude" so it doesn't
appear in the gallery.
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Adding Product Images
Adding Product Images
The Images tab is used to upload and manage images for a single product. You can upload
multiple images for the product, and maintain different images for each website or store
view. However, if you have many images to manage, you might prefer to import them,
rather than upload product images individually.
Adding Product Images
To add product images:
1.
If the images are to be used for only a specific store view, set Choose Store View in the
upper-left corner to identify the view where the images will be used.
2.
In the panel on the left, click Images.
3.
Click the Browse Files button, and select the product images files you want to upload to
your store.
4.
Click the Upload Files button to upload the selected images to your store. Then, for each
image, do the following:
5.
a.
Enter a descriptive Label for the image. This text appears on mouseover and can
improve indexing by search engines.
b.
If using multiple images, enter a numeric value in the Sort Order field to determine
the sequence in which they appear in the thumbnail gallery.
c.
To prevent an image from being included in the thumbnail gallery, click the Exclude
checkbox. For example, if the product has only one image, there’s no reason to include
it in the gallery.
d.
To delete any image, select the Remove checkbox.
When complete, click the Save and Continue Edit button.
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To add images to the gallery:
Follow the same process to add a new product image. For best results, gallery image files
should be the same size and proportion as the main product image.
Field Descriptions
FIELD
268
SCOPE
DESCRIPTION
Image
On mouseover, a thumbnail of each uploaded
image appears.
Label
The label is the descriptive “Alt” text that appears
on mouseover. Including a label for each image
improves indexing by search engines, and
accessibility for people who use screen readers.
Sort Order
Determines the order in which images are
displayed in the gallery.
Thumbnail
Store View
The Thumbnail image is used in the shopping cart
and in some blocks, such as Related Items.
Small Image
Store View
The Small Image is used in product listings on the
category and search results pages, and to display
product images in additional sections such as Upsells, Cross-sells, and the New Products List.
Base Image
Store View
The Base Image is the main image on the product
page, and is also used to produce the magnified
area displayed during image zoom.
Media Image
Store View
(Optional) The Media Image appears only if an
attribute of the Media Image type is included in the
attribute set.
Exclude
Select the Exclude checkbox to prevent the
image from being listed in the thumbnail gallery.
Remove
Select the Remove checkbox to delete the image.
Selected images are deleted when the product
record is saved.
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CHAPTER 17: Product Images
Placeholders
Placeholders
Magento uses a temporary image as a placeholder until permanent product images are
available. The initial placeholder image is the Magento logo, which you can replace with
placeholder images of your own design.
Placeholder
To upload placeholder images:
1.
On the Admin menu, select System > Configuration.
2.
In the Configuration panel on the left, under Catalog, select Catalog.
3.
Click to expand the Product Image Placeholders section. Then, do the following:
a.
For each image type, click the Choose File button to navigate to, and upload the
placeholder image you want to use for the Base Image, Small Image, and Thumbnail
images. You can use the same image, or upload a different image for each type.
b.
When complete, click the Save Config button.
Product Image Placeholders
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Field Descriptions
FIELD
SCOPE
DESCRIPTION
Base Image
Store View
Identifies the placeholder file chosen for the base
image.
Small Image
Store View
Identifies the placeholder file chosen for the small
image.
Thumbnail
Store View
Identifies the placeholder file chosen for the
thumbnail.
BUTTON
Choose File
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Navigates to the file and uploads it as the
placeholder image for the type.
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Watermarks
Watermarks
If you go to the expense of creating your own original product images, there is not much
you can do to prevent unscrupulous competitors from stealing them with the click of a
mouse. However, you can place a watermark on each image to identify it as your property
and make it a less attractive target. A watermark file can be either a .jpg (jpeg), .gif, or .png
image.
Example: Watermark Positions
The watermark used in these examples is a .png file 470 x 470 pixels square, with a black
logo and transparent background. The size and opacity were later adjusted to 100 x 100
pixels at 10% using the watermark configuration settings in the Admin panel. You can
experiment with different watermark settings until you find the look you want.
None
Tile
Top Left
Top Right
Bottom Left
Bottom Right
Center
Stretch
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To place watermarks on product images:
1.
On the Admin menu, select System > Configuration.
2.
In the Configuration panel on the left, under General, select Design.
3.
Click to expand the Product Image Watermarks section. Then, complete the following
steps for the Base, Small, and Thumbnail images:
4.
a.
Enter the Watermark Default Size, in pixels. For example: 200 x 300
b.
Enter the Watermark Opacity, as a percentage. For example: .40
c.
Click the Browse button and select the Watermark image file to upload.
d.
Set Watermark Position to your preference.
When complete, click the Save Config button.
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Base Image Watermark
Default Size
Store View
The default size of the watermark for the Base
Image. For example: 470 x 470
Base Image Watermark
Opacity, Percent
Store View
The percentage of opacity applied to the
watermark for the Base Image.
Base Image Watermark
Store View
The file with the watermark image to be uploaded
for the Base Image. (The image file can be .jpg
(jpeg), .gif, and .png.)
Base Image Watermark
Position
Store View
The position of the watermark for the Base Image.
Options include:
Stretch
Tile
Top/Left
Top/Right
Bottom/Left
Bottom/Right
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Small Image
Store View
(Repeat the above for the Small Image.)
Thumbnail Image
Store View
(Repeat the above for the Thumbnail Image.)
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Shopping Cart Thumbnails
Shopping Cart Thumbnails
The thumbnail images in the shopping cart give customers a quick overview of the items
they are about to purchase. However, for products with multiple options, the standard
product image may not match the actual item being purchased. If the customer purchased
a pair of red shoes, ideally, the thumbnail in the shopping cart should show the product in
the same color.
The thumbnail image for both grouped and configurable products can be set to display the
image from either the “parent” product record or associated product. The setting applies to
all grouped or configurable products in the current store view.
To configure shopping cart thumbnails:
1.
On the Admin menu, select System > Configuration.
2.
In the Configuration panel on the left, under Sales, select Checkout.
3.
Click to expand the Shopping Cart section, do the following:
Shopping Cart Configuration
a.
b.
4.
Set Grouped Product Image to one of the following:
l
Product Thumbnail Itself
l
Parent Product Thumbnail
Set Configurable Product Image to one of the following:
l
Product Thumbnail Itself
l
Parent Product Thumbnail
When complete, click the Save Config button.
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Notes
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CHAPTER 18:
Swatches
Swatches provide an alternate way to display the selection of options for configurable
products. Rather than choosing an option from a drop-down list, customers can make
their selection by clicking a swatch. Configurable swatches can be used on the product
page, product list, and in layered navigation.
Color and Size Swatches on Product Page
In this chapter , you will learn how to use swatches to make the presentation of
configurable products more appealing and informative. Topics include:
l
How Swatches are Used
l
Swatch Configuration
l
Adding New Attribute Values
l
Preparing Swatch Images
l
Uploading Swatch Images
l
Swatch Images Cache
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Swatch Workflow
On the product page, swatches can be used to indicate the combinations of color and size
that are currently available. Any option that is not available is crossed out. In the following
example. the pistachio loafer is available only is size 8, so the rest of the sizes are crossed
out. You can click each color swatch to see the available sizes, and click each size swatch to
see the available colors. When a swatch is selected, the value appears in the input field,
and the selected swatch is outlined as the current selection.
Unavailable Size Swatches Crossed Out
Swatches can be set up to display the corresponding product image when the swatch is
clicked. For example, from the product list or product page, you can click the swatch to
change the color of the main image.
Text-Based Swatches
If there isn’t an image available for a swatch, the attribute value appears as text. A textbased swatch is like a button with a text label, and behaves in the same way as a swatch
with an image. In the following example, the color swatches are identified with a text label
for the color name, just as the shoe size swatches have a text label for the size. If the size
attribute values were “Small,” “Medium,” and “Large,” rather than numbers, then that text
would appear in the swatches instead.
Text-Based Color and Size Swatches
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Swatch Configuration
Swatches in Layered Navigation
Swatches can also be used in layered navigation, if the Use in Layered Navigation property
of the corresponding attribute is set to “Yes.” The following example shows both text-based
and color image swatches in layered navigation.
Color Swatches in Layered Navigation and Product List
Swatch Configuration
This discussion begins with the understanding that you already have configurable products
in your catalog. If you do not have working configurable products, you will need to set
them up to continue.
General Settings
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Process Overview:
Step 1: Complete the Configuration
Step 2: Test the Swatches In Your Store
Step 1: Complete the Configuration
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Catalog, select Configurable Swatches.
3.
Click to expand the General Settings section. Then, do the following:
a.
Set Enabled to “Yes.”
b.
In the list of Products Attributes to Show as Swatches in Product Detail, select each
attribute whose values you want to appear as a swatch.
The list includes only the attributes that can be used to create configurable products.
The attribute must be the Dropdown type, and Use to Create Configurable Product
must be set to “Yes.”
c.
Select the Product Attribute to Use for Swatches in Product Listing.
Because of the limited space in the product listing, only one attribute can chosen to
appear as a swatch in the product list.
4.
To set the size of the swatches used on the product detail page, do the following:
a.
Click to expand the Swatch Dimensions on Product Detail Page section.
b.
Enter the Width and Height in pixels.
Just for reference, the swatches in the product page examples in this guide are 35
pixels square.
Swatch Dimensions on Product Detail Page
5.
278
To set the size of the swatches used in the product listing, do the following:
a.
Click to expand the Swatch Dimensions in Product Listing section.
b.
Enter the Width and Height in pixels.
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Swatch Dimensions in Product Listing
6.
To set the size of the swatches used in layered navigation, do the following:
a.
Click to expand the Swatch Dimensions in Layered Navigation section.
b.
Enter the Width and Height in pixels.
Swatch Dimensions in Layered Navigation
7.
When complete, click the Save Config button.
8.
If prompted that the cache needs to be refreshed, click the Cache Management link in the
message at the top of the workspace. Select the checkbox of each invalid cache. Then, with
the Actions control set to “Refresh,” click the Submit button.
While you’re in Cache Management, notice the Flush Swatch Images Cache button in the
Additional Cache Management section at the bottom of the page. If you ever need to
update or replace existing swatches, this is how you can clear all cached swatches.
Step 2: Test the Swatches In Your Store
1.
Verify that the swatches work correctly from your storefront. Even without any swatch
images, the text-based swatches should appear in the store, and work correctly.
2.
If any drop-down options from the configurable product are missing from layered
navigation, do the following:
l
Verify that the attribute frontend property, Use in Layered Navigation is set to “Yes.”
l
Return to Cache Management and click the Flush Magento Cache button.
Field Descriptions
FIELD
SCOPE
DESCRIPTION
GENERAL SETTINGS
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Field Descriptions (cont.)
FIELD
SCOPE
Enabled
Store View
Enables swatches for the configurable products in
your store. By default, swatches are not enabled.
Options include: Yes / No
Product Attributes to Show Store View
as Swatches in Product
Detail
Lists all drop-down attributes that can currently be
used with swatches. Select each attribute that
you want to appear as a swatch on the product
page. You can include more attributes in the list if
they meet the requirements for configurable
product options.
Product Attributes to Use
for Swatches in Product
Listing
Select one attribute to appear in the product
listing.
Store View
DESCRIPTION
SWATCH DIMENSIONS ON PRODUCT DETAIL PAGE
Width
Store View
The width, in pixels, of swatches that appear on
the product page.
Height
Store View
The height, in pixels, of swatches that appear on
the product page.
SWATCH DIMENSIONS IN PRODUCT LISTING
Width
Store View
The width, in pixels, of swatches that appear in
the product list.
Height
Store View
The height, in pixels, of swatches that appear in
the product list.
SWATCH DIMENSIONS IN LAYERED NAVIGATION
Width
Store View
The width, in pixels, of swatches that appear in
layered navigation.
Height
Store View
The height, in pixels, of swatches that appear in
layered navigation.
* Swatch dimensions do not include any border that might be added with CSS.
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Swatch Configuration
Adding Swatch Attribute Values
As you add products to your catalog, you will need to update the attribute values that
correspond to each swatch. For example, if you sell clothing, you will need to add new
colors to the color attribute to match the products. You can add as many values as you
need to any attribute that is represented by a swatch. We use color as an example, but the
process is the same for any attribute you might use.
Add New Color Value
To add new colors:
1.
On the Admin menu, select Catalog > Attributes > Manage Attributes.
2.
In the list, open the color attribute in edit mode.
3.
In the panel on the left, click Manage Label / Options. Then, do the following:
a.
In the list under Manage Options, click the Add Option button.
b.
Under Admin, enter the names of the color as you want it to appear when working
from the Admin. Then, enter the name of the color for each language supported, as you
want it to appear in the storefront.
c.
To determine the order in which the colors appear, enter a number in the position
column.
d.
Repeat this process for as many colors as you need.
4.
Click the Save Attribute button.
5.
When prompted to refresh the cache, click the Cache Management link. Then, refresh any
cache that is invalid.
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Preparing Swatch Images
A swatch image can provide an accurate representation of color, and also illustrate a
pattern or texture. There are two different methods you can use to create swatches for your
products. You can use either method, or a combination of both.
l
l
The default method is to create global swatches that represent a plain color, and upload
them to Media Storage.
You can also create custom swatches that illustrate a fabric or texture, and upload them
to a specific product.
The size of the swatch that is set in the configuration, and the size of the uploaded image
determine the level of detail that can be seen in the swatch. To show a pattern clearly,
make sure that the image is large enough to capture the essence of the design. To show a
fabric weave, texture, or grain of leather, capture the image at as high a resolution as
possible, and crop the image as close to the display size of the swatch as possible. Any
reduction in size makes the detail harder to see.
Capture Swatch from Product Image
To capture a swatch, you can open the main product image in a photo editor, and crop a
section from the image. You can also use the eyedropper tool to pick up the exact color you
need, and fill the swatch with the selected color. If you have the product available, you can
take a photograph of the fabric with your camera. The swatches below were captured from
the side of a shoe in the main product image.
Swatch Samples
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Preparing Swatch Images
Uploading Swatch Images
The swatches folder in Media Storage is the most common place where uploaded swatch
images are stored. Swatch images that are uploaded to Media Storage are globally available
and can be used by any product. The name of each uploaded image file must exactly match
the attribute value that it represents. In this example, each file name is a color.
Swatches in Media Storage
Swatches can also be associated with a specific product, and uploaded directly to the
product’s thumbnail gallery. Swatches that are uploaded directly to a product do not
appear in the gallery or in layered navigation. However, in some cases, there are
advantages to using this method. It is also the recommended method for languages with a
non-Latin character set, such as Arabic, Chinese, Cyrillic, or Japanese.
The system uses a “fall back” method to locate swatches. It looks first to see if there are any
swatches associated with the product image. If it doesn’t find a swatch, it then looks in
Media Storage.
If you use a language other than English for attribute values, it is recommended that you
upload swatch images to each configurable product, rather than to Media Storage. Files
uploaded to Media Storage can only include the characters a-z and 0-9. Characters from
non-Latin alphabets, such as Arabic, Chinese, Cyrillic, and Japanese are not recognized by
the system. To learn more, see the developer documentation.
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Method 1: Upload Swatches to Media Storage
Before uploading swatch images, make sure that the file names exactly match the
corresponding attribute values. For example, if you upload a file named “gray.png,” it will
match the attribute value “Gray,” but not “Grey.”
All file names are converted to lowercase. In addition, any characters other than a-z and 09 are replaced with a hyphen. Therefore, the swatch name “Royal Blue” becomes “royalblue.”
If you have access to the server, swatch files can be uploaded to the following location:
[Magento install directory]/media/wysiwyg/swatches
1.
On the Admin menu, select CMS > Pages > Manage Content.
2.
In the list, click to open any page in edit mode.
The purpose of this step is to launch the editor. Media Storage can be accessed from any
place the editor is used.
3.
In the panel on the left, select Content.
4.
From the editor, click the Insert Image button. In the directory tree on the left, click the
swatches folder, and do the following:
a.
Click the Browse button, and locate the swatch image files that you want to upload.
You can upload individual images, or multiple images at the same time.
b.
Click the Upload Files button to copy the file to Media Storage.
Newly uploaded images appear at the bottom of the list.
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Uploading Multiple Swatches
5.
When you are done, click the Close button in the upper-left corner of the Media Storage
window. Then, click the Back button to exit the editor.
6.
If prompted to refresh the cache, click the Cache Management link in the message at the
top of the workspace, and refresh any cache that is invalid.
7.
Go to your storefront to verify that the swatches work correctly. The text-based swatches
should now be replaced with the swatch images that you uploaded.
8.
If any drop-down options from the configurable product are missing from layered
navigation, return to Cache Management and click the Flush Magento Cache button.
Method 2: Upload Swatches as Product Images
Use this method to associate swatch images with a specific product. Swatches uploaded
with this method take precedence over those uploaded to Media Storage.
1.
On the Admin menu, select Catalog > Manage Products.
2.
Find the product the configurable product in the list, and open the record in edit mode.
3.
If the image is intended for a specific store view, set Choose Store View to the store view
where the images will be used.
4.
In the panel on the left, click Images. Then, do the following:
a.
Click the Browse Files button, and select the images files to upload to your store.
b.
Click the Upload Files button to upload the selected images to your store.
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Product Swatch with Label
c.
Enter a Label for each swatch image uploaded, in the following format: color name,
followed by a hyphen, and the word “swatch.” This label identifies the image as a
swatch that is associated with this specific variation of the product.
color-swatch
Do not select any of the remaining options. It is not necessary to select the Exclude
checkbox, because by default, Swatch images do not appear in the thumbnail gallery.
5.
When complete, click the Save button.
6.
When prompted to clear the cache, click the Cache Management link in the message at the
top of the workspace, and refresh any cache that is invalid.
Setting Up Dynamic Images
Dynamic images change when the corresponding swatch is clicked, and can be used on the
product and product listing pages. The easiest way to understand this is to see how the
products are set up.
Swatches
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Setting Up Dynamic Images
With this technique, each associated product must have an image that depicts the
variation, even if the products are different sizes of the same color. These are the images
that appear dynamically when the swatch is clicked. As with all swatch images, the
dynamic image does not appear in the thumbnail gallery.
Method 1: Upload Images to Configurable Product
When you view this product in the store and click a swatch, the corresponding product
appears as the main product image. You can click any swatch to change the image. Also,
notice in the example below that the fourth swatch is a miniature version of the Royal Blue
product image. Because there isn’t a Royal Blue swatch available, the fall-back method
used the product image with the “Royal Blue” label.
Dynamic Product Image
1.
Each associated simple product has a single product image that depicts the variation.
Because these images are not swatches, they do not need the “-swatch” suffix. The product
variations used in this example are labeled “Royal Blue,” “Pink,” and “Red.”
Image Uploaded to Associated Simple Product
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2.
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The Color attribute for each variation is set to the correct color.
Set Value of Color Attribute
3.
In addition to the standard product images, images for each product variation are also
uploaded to the configurable product, and given labels that exactly match the
corresponding color attribute values. No options are selected for the product variations.
Although these images are not swatches, they will be used if no other swatch is available.
Images Uploaded to Configurable Product
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Setting Up Dynamic Images
Method 2: Upload Swatches to Configurable Product
This method features custom swatches that are uploaded to the configurable product. Each
associated product has a product image that depicts the variation. When you click each
swatch, the corresponding product image appears.
Dynamic Image
1.
An image is uploaded to each associated product that shows the product variation.
Image Uploaded to Associated Simple Product
2.
The Color attribute of the product variation is set to the correct color.
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Set Value of Color Attribute
3.
290
In addition to the standard product images, a complete set of the swatch images is
uploaded to the configurable product, and labeled as a swatch for each variation. In this
example, the swatches are named:
l
Royal Blue-swatch
l
Charcoal-swatch
l
Red-swatch
l
Khaki-swatch
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Images Uploaded to Configurable Product
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Swatch Localization
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Swatch Localization
If you use a language other than English for attribute values, it is recommended that you
upload swatch images to each configurable product record, rather than upload the images
to Media Storage. Swatch image file names that are uploaded to Media Storage are also
used as CSS classes, and can only include the characters a-z, A-Z, and 0-9. Characters from
non-Latin alphabets, such as Arabic, Chinese, Cyrillic, and Japanese are not recognized by
the system.
English as Primary Language
By default, the same swatch image can be used for all languages. The easiest way to
localize a swatch is to simply translate the attribute label that appears in the store.
However, if the translated labels include accented characters, see the next section.
The system uses a simple fallback strategy to locate a suitable swatch. The system looks
first for a swatch image that is based on the current language. If no image is found, the
system looks next for an attribute label that is associated with the configurable product
option.
Using Manage Attribute / Labels, you can enter a translated label for each language
supported. For example, the label for the color value “Red” would be entered as “Rot” for
German. The following table shows the relationship between the attribute label, the product
image label, and the image file name:
Label Translation
ATTRIBUTE LABEL
IMAGE LABEL
IMAGE FILE NAME
Red
Red-swatch
media/wysiwyg/swatches/red.png
Rot
Rot-swatch
media/wysiwyg/swatches/rot.png
Other Primary Languages
If possible, we recommend that you upload swatch images from the Magento Admin, which
allows you to use any character in the image file name. However, if either of the following is
true, you must upload swatches directly to the server:
l
l
If you use a language other than English and the translated labels have Latin characters
with diacritics (that is, accented characters)
Your localized images have names that do not transliterate from UTF-8 to ASCII using
PHP.
Swatch images are located on the server in the following directory:
media/wysiwyg/swatches/. If you choose to upload images directly to the server, you
must understand how attribute labels are converted to image names.
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1.
Swatch Localization
The label is transliterated from UTF-8 to ASCII.
a.
If the label contains Latin characters with diacritics, many of the characters are
transliterated to ASCII. For example, Ô is converted to ^O.
b.
If the label cannot be transliterated into ASCII, no swatch images can be uploaded
from media/wysiwyg/swatches/. Languages with characters that cannot be
transliterated include Cyrillic, Chinese, Japanese, and Arabic.
c.
If the language contains characters that cannot be transliterated to ASCII, do one of
the following:
l
l
Upload all swatch images to each configurable product
In the Admin, change the attribute values to English as the primary language, and
set up the swatch files in English.
2.
The label is converted to lowercase.
3.
Any characters other than 0-9 and a-z are replaced with the dash character (-).
Conversion Examples
LABEL
CONVERTS TO
Königsblau
media/wysiwyg/swatches/k-onigsblau.png
Weiß
media/wysiwyg/swatches/weiss.png
красный
(No transliteration is possible, and no image is uploaded.)
Common Transliteration Values
CHARACTER
TRANSLITERATION
REPLACEMENT
French
À
`A
-a
Â
^A
-a
Æ
AE
ae
Ä
"A
-a
Ç
C
c
É
'E
-e
È
`E
-e
Ê
^E
-e
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Common Transliteration Values (cont.)
CHARACTER
TRANSLITERATION
REPLACEMENT
Ë
"E
-e
Î
^I
-i
Ï
"I
-i
Ô
^O
-o
Œ
OE
oe
Ö
"O
-o
Ù
`U
-u
Û
^U
-u
Ü
"U
-u
Ÿ
"Y
-y
Ä
"A
-a
Ö
"O
-o
Ü
"U
-u
ß
ss
ss
Ñ
~N
-n
Á
'A
-a
É
'E
-e
Í
'I
-i
Ó
'O
-o
Ú
'U
-u
German
Spanish
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Clearing the Swatch Cache
Clearing the Swatch Cache
Swatch images are resized and cached before they are used. Swatch images are stored on
the server in the Magento installation directory, at the following location:
[Magento install directory]/media/catalog/swatches/
Whenever changes are made to existing swatch images, the swatch cache must be flushed
before the changes can be seen in the store.
To flush the swatch cache:
1.
On the Admin menu, select System > Cache Management.
2.
In the Additional Cache Management Section, click the Flush Swatch Images Cache
button.
Flush Swatch Images Cache
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Notes
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Search & SEO
In this section…
Storefront Search Tools
Managing Search Terms
SEO Best Practices
Managing URL Rewrites
CHAPTER 19:
Storefront Search Tools
Research shows that people who use search are more likely to make a purchase than
those who rely on navigation alone. In fact, according to some studies, people who use
search are nearly twice as likely to make a purchase.
Magento Community Edition has a powerful search engine that you can use as is, or
enhance to make even more effective. In this chapter, we will examine the search tools
that are available to your customers while shopping in your store, including:
l
Quick Search
l
Advanced Search
l
Search Results
In addition, Magento’s layered navigation gives your customers the ability to filter
product options by price, manufacturer, or any other criteria to reduce the time it takes
to make a purchase.
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Quick Search
CHAPTER 19: Storefront Search Tools
Quick Search
The Quick Search box in the upper-right corner helps visitors find products in your catalog.
The search text can be the full or partial product name, or any other word or phrase that
describes the product.
To do a quick search:
1.
Type the first few letters of what you are looking for into the search box.
2.
Press either the Enter key or the button to the right of the search box to retrieve a list of
matching products from the catalog.
Quick Search
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Advanced Search
Advanced Search
Advanced Search lets shoppers search through your catalog by entering values into a form.
Because the form contains multiple fields, a single search can include several parameters.
The result of the search is a list of the products that match the search criteria. A link to
Advanced Search is in the footer of your store.
Advanced Search
Each field in the form corresponds to an attribute from your product catalog. You can
determine which fields to include by setting the attribute frontend properties to “Include in
Advanced Search.” As a best practice, you should include only the fields that your
customers are most likely to use to find a product, because too many can slow down the
search.
To use advanced search:
1.
In the footer of the store, click the Advanced Search link.
2.
In the Search Settings form, enter any value you want to match in as many fields as
necessary. You can find records based on a full or partial match.
3.
Click the Search button at the bottom to display the results.
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Search Settings
4.
If you don’t see what you are looking for in the search results, click Modify your search and
try another combination of values.
Search Results
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Search Results
Search Results
The Search Results list includes all products that match the search parameters entered
through the Quick Search box or the Advanced Search form. Any page in the catalog that
lists products has essentially the same controls. The only difference is that one is the result
of a search query, and the other is the result of navigation.
Search Results with Pagination Controls
The results can be formatted as either a grid or list, and the records can be sorted by a
selection of attributes. Controls can be used to sort the list and change the format from a
list to a grid. Page links appear when there are more products than can fit on the page, and
allow you to move from one page to the next. Depending on the layout, the left column of
the page might also include layered navigation under the “Shop By” heading, with products
listed by category and attribute.
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Popular Search Terms
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Page Controls
CONTROL
DESCRIPTION
View As
Displays the list in either a Grid or List format.
Sort By
Changes the sort order of the list.
Show Per Page
Determines how many products appear per page.
Pagination Links
Navigation links to other pages.
Popular Search Terms
The Search Terms link in the footer of your store displays the search terms that have been
used by visitors to your store, and ranks them by popularity. Search terms appear in a “tag
cloud” format, where the size of the text indicates the popularity of the term.
By default, Popular Search Terms is enabled as a search engine optimization tool, but has
no direct connection to the catalog search process. Because the Search Terms page is
indexed by search engines, any terms included on the page will help improve your search
engine ranking and the visibility of your store.
Popular Search Terms
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Popular Search Terms
To configure Popular Search Terms:
1.
On the Admin menu, select System > Configuration.
2.
In the Configuration panel on the left, under Catalog, select Catalog. Then, do the
following:
3.
a.
Click to expand the Search Engine Optimizations section.
b.
Set Popular Search Terms to “Enable.”
When complete, click the Save Config button.
Search Engine Optimizations
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Catalog Search Configuration
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Catalog Search Configuration
By adjusting the Catalog Search configuration, you can control the behavior of the search
operations and determine the size of valid query text, and the display of search
recommendations.
To configure catalog search:
1.
On the Admin menu, select System > Configuration.
2.
In the Configuration panel on the left, under Catalog, select Catalog. Then, click to expand
the Catalog Search section.
Catalog Search
3.
306
To limit the length and word count of search query text, do the following:
a.
Set Minimal Query Length to the minimum number of characters that can be
submitted in a query.
b.
Set Maximum Query Length to the maximum number of characters that can be
submitted in a query.
c.
Set Maximum Query Words Count to the maximum number of words that can be
submitted in a query.
4.
Set Search Type to one of the following:
5.
To limit the number of records that can be used with layered navigation, enter the
maximum number allowed in the Apply Layered Navigation if Search Results are Less
Than field. To allow any number of records, enter 0.
6.
When complete, click the Save Config button.
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Catalog Search Configuration
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Minimal Query Length
Store View
The minimum number of characters allowed in a
catalog search.
Maximum Query Length
Store View
The maximum number of characters allowed in a
catalog search.
Maximum Query Words
Count
Store View
The maximum number of words allowed in a
query.
Search Type
Store View
Determines the type of search operation
performed by the MySql engine. Options include:
Apply Layered Navigation
if Search Results are Less
Than
Store View
Like
Performs a search based
on individual keywords.
Fulltext
Performs a search based
on the full text of each
attribute and ranks each
by relevance.
Combine (Like and
Fulltext)
This combination of Like
and Fulltext matches by
keyword, but takes into
consideration its
relevance.
Sets the maximum number of search results that
are displayed as a list. Any results over the
number are shown as layered navigation. To
apply layered navigation to all search results,
enter 0.
Using layered navigation for all search results
can impact performance.
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Notes
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CHAPTER 20:
Managing Search Terms
You can learn what your customers are looking for by examining the search terms they
use to find products in your store. If enough people are looking for a product that you
don’t carry, perhaps it’s time to add it to your catalog. Meanwhile, rather than have
them leave them empty handed, why not redirect them to another product in your
catalog? Here are a few ways you can leverage customer search terms:
Landing Page
The landing page for a search term can be a content page, a category page, a product
detail page, or even a page on a different site.
Synonyms
One way to improve the effectiveness of catalog search is to include different terms that
people may use to describe the same item. You don’t want to lose a sale just because
someone is looking for a “sofa,” and your product is listed as a “couch.” You can
capture a broader range of search terms by entering the words, “sofa” “davenport,” and
“loveseat” as synonyms for “couch,” and direct them to the same landing page.
Misspelled Words
Use search terms to capture common misspellings and redirect them to the appropriate
page. For example, if you sell wrought iron patio furniture, you know that many people
misspell the term as “rod iron,” or even “rot iron.” You can enter each misspelled word
as a search term, and make them synonyms for “wrought iron.” Even though the word
is misspelled, the search will be directed to the page for “wrought iron.”
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Adding Search Terms
As you learn new words that people use to search for products in your catalog, you can add
them to your search terms list to direct people to the closely matching products in your
catalog.
Search Terms
To add a new search term:
1.
On the Admin menu, select Catalog > Search Terms.
2.
Click the Add New Search Term button. Then, do the following:
a.
In the General Information section, in the Search Query box, type the word or phrase
that you want to add as a new search term.
General Information
b.
310
Select the Store where the search term will be used. If your store is available in
multiple languages, select the applicable store view.
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3.
Adding Search Terms
c.
If this term is a synonym for another search term, enter the other term in the
Synonym For field. Any search for the synonym will be automatically redirected to the
page for the other term.
d.
To redirect the search results to another page in your store, or to another website, type
the full URL of the target page in the Redirect URL field.
e.
If you want this term to be available for use as a suggestion whenever a search returns
no results, set Display in Suggested Terms to “Yes.”
When complete, click the Save Search button.
To edit a search term:
1.
On the Admin menu, select Catalog > Search Terms.
2.
Click the row of any record to open the search term in edit mode.
3.
Make the necessary changes.
4.
When complete, click the Save Search button.
To delete a search term:
1.
In the list, select the checkbox of the term to be deleted.
2.
In the upper-right corner of the list, set the Actions control to “Delete.”
3.
When complete, click the Submit button.
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Notes
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CHAPTER 21:
SEO Best Practices
Search engine optimization is the practice of fine-tuning the content and presentation
of a site to improve the way the pages are indexed by search engines. Magento
Community Edition includes a number of features that support your ongoing effort to
improve the indexing of your site, such as:
l
Meta Information
l
Sitemap
l
Catalog URL Options
l
Dynamic Media URLs
l
Canonical Meta Tag
l
URL Rewrites
Additional Resources
Site Search
The Seven Forgotten Pages of Magento and How to Optimize Them
A Data-Driven Strategy for Conversion Optimization
Benchmarking Your OMS
Increasing Conversion Rates
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Meta Information
Your store is loaded with places where you can enter keyword-rich meta data to improve
the way search engines index your site. While setting up your store, you might enter
preliminary meta data, with the intention of finishing it later. Over time, you can fine-tune
the meta data to target the buying patterns and preferences of your customers.
Meta Title
The meta title appears in the title bar and tab of your
browser, and search results listings. The meta title
should be unique to the page, and less than 70
characters in length.
Meta Keywords
Although some search engines ignore meta
keywords, others continue to use them. The current
best practice is to incorporate high-value keywords in
the meta title and meta description.
Meta Description
Meta descriptions provide a brief overview of the
page for search results listings. Ideally, a meta
description should be between 150-160 characters in
length, although the field will accept up to 255
characters.
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Sitemap
Sitemap
The default Magento sitemap has links to every product and category in your store, and
can help improve the way your products are indexed by some search engines. Like a table of
contents, the sitemap also gives visitors a quick overview of the organization of your
catalog. To switch between the category and product lists, click the link on the right. By
default, the footer of your store includes a link to the sitemap.
Sitemap
The sitemap can be formatted as a nested, tree-like structure, or as a simple list. The
number of lines included per page, and the use of indentation is set in your system
configuration.
Because the Magento sitemap does not include CMS pages, it is not a complete index to the
content on your site. In addition to the default sitemap, it is recommended that you also
generate a Google sitemap that can be used for reference when your site is indexed by
Google.
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To set up the sitemap:
1.
On the Admin menu, select System > Configuration. Then in the panel on the left, under
Catalog, select Catalog.
2.
Click to expand the Sitemap section. Then, set the following options according to your
preference:
l
Use Tree Like Category Sitemap
l
Minimum Lines per Page
Sitemap Configuration
3.
Scroll down the page and click to expand the Search Engine Optimizations section. Then,
set Autogenerated Site Map to “Enable.”
4.
When complete, click the Save Config button.
Field Descriptions
FIELD
316
SCOPE
DESCRIPTION
Use Tree Like Category
Sitemap
Store View
Determines if the sitemap is formatted as a
nested, tree-like structure, or as a simple list.
Options Inclde: Yes / No
Minimum Lines per Page
Store View
Determines the minimum number of lines that can
appear per page. This works with the pagination
controls to prevent the last page from having
fewer than the minimum number of items allowed.
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CHAPTER 21: SEO Best Practices
Catalog URLs
Catalog URLs
The URLs you assign to products and categories play a major role in determining how well
your site is indexed by search engines. Before you start building your catalog is an ideal
time to consider the available options.
Dynamic URL
A dynamic URL is created “on the fly,” and might include a query string with variables for
the product ID, sort order, and the page where the request was made. When a customer
searches for a product in your store, the resulting URL might look something like this:
http://mystore.com/catalogsearch/result/?q=tee+shirt
Static URL
A static URL is a fixed address for a specific page. A static URL can be displayed in a
search-engine friendly format, or one that references products and categories by ID. Searchengine friendly URLs include words that people might use to look for a product, and are
created by enabling Web Server Rewrites.
http://mystore.com/accessories/eyewear.html
http://mystore.com/catalog/product/view/id/409/s/chelsea-tee409/category/16/
URL Key
The URL key is the part of a static URL that describes the product or category. When you
create a product or category, an initial URL key is automatically generated based on the
name. The URL key should consist of lowercase characters with hyphens to separate words.
A well-designed, “search engine friendly” URL key might include the product name and key
words to improve the way it is indexed by search engines. The URL key can be configured
to create an automatic redirect if the URL key is changed.
Store Code
The store code can be included in the URL. However, it might cause problems if third-party
services, such as PayPal, are configured to work with a URL that does not include the code.
By default, the store code is not included in URLs.
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URL Options
HTML Suffix
Your catalog can be configured to either include or exclude the .html suffix as part of
category and product URLs. There are various reasons why people might choose to use or
to omit the suffix. Some believe that the suffix no longer serves any useful purpose, and
that pages without a suffix are indexed more effectively by search engines. However, your
company might have a standardized format for URLs, that requires a suffix.
The most important thing to understand is that the suffix is controlled by your system
configuration. Never type the suffix directly into the URL key of a category or product.
(Doing so will result in a double suffix at the end of the URL.) Whether you decide to use
the suffix or not, be consistent and use the same setting for all your product and category
pages. Here are examples of a category URL with, and without, the suffix.
http://mystore.com/accessories/eyewear.html
http://mystore.com/accessories/eyewear/retro-chic-eyeglasses
Category Path
You can configure the URL to either include or exclude the category path. By default, the
category path is included in all category and product pages. The following examples show
the same product URL with, and without, the category path.
http://mystore.com/accessories/eyewear/retro-chic-eyeglasses
http://mystore.com/retro-chic-eyeglasses
To prevent search engines from indexing multiple URLs that lead to the same content, you
can exclude the category path from the URL. Another method is to use a canonical meta
tag to let search engines know which URLs to index and which to ignore.
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Catalog URLs
URL Options
Catalog URLs play a major role in how well your store is indexed by search engines. All of
the following options use web server rewrites to change the format of the URL.
URL Suffix
Determines if a suffix, such as “html” or “htm,” is used for
category URLs. Do not enter a period before the suffix,
because it is applied automatically.
Store Code
Inserts the Store Code of the current view in the URL
immediately after the magento root.
Category Path
Determines if category paths are included in product URLs.
However, doing so can impact SEO by creating multiple
URLs that give the appearance of duplicate content.
To configure the URL suffix:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Catalog, select Catalog.
3.
Click to expand the Search Engine Optimizations section. Then, do the following:
a.
Set Product URL Suffix to “html” or “htm.” Do not include a period before the suffix.
b.
Set Category URL Suffix to “html” or “htm.” Do not include a period before the suffix.
c.
Set the category path to your preference. To omit the category path from product
URLs, set Use Categories Path for Product URLs to “No.”
4.
When complete, click the Save Config button.
5.
After the setting is saved, you will be prompted to refresh the cache. Click the Cache
Management link in the message at the top of the workspace. Then, follow the instructions
to refresh the cache.
Search Engine Optimizations
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To include the store code in URLs:
1.
On the Admin menu, select System > Configure. Then in the panel on the left under
General, select Web.
2.
Click to expand the URL Options section.
3.
Set Add Store Code to your preference.
URL with Store Code
http://www.yourdomain.com/magento/store-view/index.php/url-identifier
URL without Store Code
http://www.yourdomain.com/magento/index.php/url-identifier
4.
When complete, click the Save Config button.
5.
After the setting is saved, you will be prompted to refresh the cache. Click the Cache
Management link in the message at the top of the workspace. Then, follow the instructions
to refresh the cache.
To include the category path in URLs:
1.
On the Admin menu, select System > Configure. Then in the panel on the left under
Catalog, select Catalog.
2.
Click to expand the Search Engine Optimizations section.
3.
Set Use Categories Path for Product URLs to “Yes.”
URL with Category Path
http://mystore.com/furniture/living-room/microfiber-sofa-sleeper
320
4.
When complete, click the Save Config button.
5.
After the setting is saved, you will be prompted to refresh the cache. Click the Cache
Management link in the message at the top of the workspace. Then, follow the instructions
to refresh the cache.
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Catalog URLs
Dynamic Media URLs
A dynamic media URL is a relative reference to an image or other media asset. When
enabled, dynamic media URLs can be used to link directly to assets on your server, or even
on a CDN. As with all markup tags, the code is enclosed in double curly braces. The format
of a dynamic media URL looks like this:
{{media url="path/to/image.jpg"}}
If you prefer to use a static URL, you can change the configuration setting. If dynamic
media URLs are included in your catalog, but later the setting is disabled, each reference in
your catalog will appear as a broken link. However, the links can be restored by again
enabling dynamic media URLs. Using dynamic media URLs can enhance your catalog, but
can also impact the performance of catalog search.
Allow Dynamic Media URLs in Products and Categories
To configure dynamic media URLs:
1.
On the Admin menu, select System > Configuration.
2.
In the Configuration panel on the left, under Catalog, select Catalog.
3.
Click to expand the Frontend section. Then, set Allow Dynamic Media URLs in Products
and Categories to either “Yes” or “No.”
4.
Click the Save Config button to save the setting.
To use static URLs by default for media files:
By default, images inserted into the catalog from media storage have relative, dynamic
URLs. If you prefer to use a static URL, you can change the configuration setting.
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1.
On the Admin menu, select System > Configuration.
2.
In the Configuration panel on the left, under General, select Content Management.
3.
In the WYSIWYG Options section, set Use Static URLs for Media Content in WYSIWYG
for Catalog to “Yes.”
4.
Click the Save Config button to save the setting.
Enable WYSIWYG Editor
Canonical Meta Tag
Some search engines penalize websites that have multiple URLs that point to the same
content. The canonical meta tag tells search engines which page to index when multiple
URLs have identical or very similar content. Using the canonical meta tag can improve
your site ranking and aggregate pageviews. The canonical meta tag is placed in the <head>
block of a product or category page. It provides a link to your preferred URL, so search
engines will give it greater weight.
Example 1: Category Path Creates Duplicate URLs
For example, if your catalog is configured to include the category path in product URLs,
your store will generate multiple URLs that point to the same product page.
http://mystore.com/furniture/living-room/microfiber-sofa-sleeper
http://mystore.com/microfiber-sofa-sleeper
Example 2: Category Page Full URL
When canonical meta tags for categories are enabled, the category page of your store
includes a canonical URL to the full category URL:
http://mystore.com/furniture/living-room/microfiber-sofa-sleeper
Example 3: Product Page Full URL
When canonical meta tags for products are enabled, the product page includes a canonical
URL to the domain-name/product-url-key because product URL keys are globally unique.
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Canonical Meta Tag
http://mystore.com/microfiber-sofa-sleeper
If you also include the category path in product URLs, the canonical URL remains domainname/product-url-key. However, the product can also be accessed using its full URL,
which includes the category. For example, if the product URL key is microfiber-sofa-sleeper
and is assigned to the Furniture > Living-Room category, the product can be accessed
using either URL.
You can avoid being penalized by search engines by omitting the category from the URL, or
by using the canonical meta tag to direct search engines to index either by product or
category. As a best practice, it is recommended that you enable canonical meta tags for
both categories and products.
To enable the canonical meta tag:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, select Catalog.
3.
Click to expand the Search Engine Optimizations section.
4.
If want search engines to index only pages that have a full category path, do the following:
5.
6.
a.
Set Use Canonical Link Meta Tag for Categories to “Yes.”
b.
Set Use Canonical Link Meta Tag for Products to “No.”
If you want search engines to index only product pages, do the following:
a.
Set Use Canonical Link Meta Tag for Products to “Yes.”
b.
Set Use Canonical Link Meta Tag for Categories to “No.”
When complete, click the Save Config button.
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CHAPTER 22:
Managing URL Rewrites
The URL Rewrite tool lets you change any URL that is associated with a product,
category, or CMS page. When the rewrite goes into effect, any links that point to the
previous URL are redirected to the new address.
The terms rewrite and redirect are often used interchangeably, but refer to slightly
different processes. A URL rewrite changes the way a URL appears in the browser. A
URL redirect, on the other hand, updates the URL that is stored on the server. A URL
redirect can be either temporary or permanent. Your store uses URL rewrites and
redirects to make it easy for you to create search engine friendly URLs and to preserve
existing links.
Create Permanent Redirect for Old URL
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Automatic Product Redirects
Your store can be configured to automatically generate a permanent redirect whenever the
URL key of a product changes. In the product record, the checkbox below the URL key
indicates if permanent redirects are enabled for your catalog. If your store is already
configured to automatically redirect catalog URLs, making a redirect is as easy as updating
the URL key.
To set up automatic redirects:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Catalog, select Catalog.
3.
Click to expand the Search Engine Optimizations section. Then, set Create Permanent
Redirect for URLs if URL Key Changed to “Yes.”
Create Permanent Redirect
4.
When complete, click the Save Config button.
To automatically redirect catalog URLs:
1.
On the Admin menu, select Catalog > Manage Products.
2.
Find the product in the list, and click to open the record.
3.
In the URL Key field, do the following:
4.
326
a.
Make sure that the Create Permanent Redirect for old URL checkbox is selected. If
not, complete the instructions to enable automatic redirects.
b.
Update the URL Key as needed, using all lowercase characters and hyphens instead of
spaces.
When complete, click the Save button.
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5.
Creating URL Rewrites
When prompted to refresh the cache and index, click the links in the messages that appear
at the top of the workspace. Follow the instructions.
The permanent redirect is now in effect for the product and any associated category URLs.
6.
To view the redirect records, select Catalog > URL Rewrite Management. The most recent
permanent redirects are at the top of the list.
Creating URL Rewrites
The URL Rewrite tool can be used to create product and category rewrites, and custom
rewrites for any page in your store. When the rewrite goes into effect, any existing links that
point to the previous URL are seamlessly redirected to the new address. The following
instructions show how to use the URL Rewrite tool to create three different kinds of
rewrites:
l
Product Rewrite
l
Category Rewrite
l
Custom Rewrite
All rewrites reference a “Target Path” and “Request Path,” as shown in the following
examples. The “Request Path” is the old URL, and the “Target Path” is where you want the
URL to go from now on.
Example: Permanent 301
Target Path:
category-1.html
Request Path:
catalog/category/id/6
Redirect Type:
Permanent 301
Example: Temporary 302
Target Path:
catalog/category/id/6
Request Path:
product.html
http://magentocommerce.com
Redirect Type:
Temporary 302
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You can use rewrites to create additional URLs for items, as a temporary seasonal change,
or as a permanent change. Rewrites can be created for any valid path, including CMS
content pages. Internally, the system references products and category by ID. No matter
how often the URL changes, the ID remains the same. Here are some ways you can use
URL rewrites:
Original URL
http://www.example.com/peripherals/ergonomic-keyboard.html
Additional Product URL
http://www.example.com/best-keyboard.html
Additional Category URL
http://www.example.com/all-on-sale.html
http://www.example.com/save-now/spring-sale
URL Rewrite Management
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Creating URL Rewrites
Field Descriptions
FIELD
Create URL Rewrite
DESCRIPTION
Indicates the type of rewrite to be made. The type cannot be
changed after the rewrite is created. Options include:
For Category
For Product
Custom
ID Path
The ID of the target page. The ID Path and Target Path refer to
the same page.
Request Path
The URL of the page that is to be redirected. Depending on your
configuration, the Request Path might include the .html suffix
and category. For example:
brandname
brand/brandname
catalog/category/view/id/56
private-sale-shoes/prima-pump.html
brand/brandname.html
A Request Path must be unique, and must not have been used
previously. If you have made several attempts to redirect the
same page, delete any unsuccessful redirects and refresh the
cache.
Target Path
The URL that points to the destination page. The Target Path can
be a different CMS page, or the result of a search.
To avoid getting a 404 "Page Not Found" error, the path must
exactly match what the system expects to find. The following
examples are valid target paths:
brandname
brand/brandname
catalog/category/view/id/52
catalogsearch/advanced/result/?brand=brandname
http://magentocommerce.com
Redirect
Indicates whether the rewrite is temporary or permanent. Options
include:
No
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Field Descriptions (cont.)
FIELD
DESCRIPTION
Temporary (302)
Indicates to search engines that
the rewrite is for a limited
duration. Search engines do not
preserve page rank information
for temporary rewrites.
In the URL Rewrite Management
list, temporary redirects have the
letter “R” in the Options column.
Permanent (301)
Indicates to search engines that
the rewrite is permanent. Search
engines generally preserve page
rank information for permanent
rewrites.
In the URL Rewrite Management
list, permanent redirects have
the letters “RP” in the Options
column.
Description
330
Describes the purpose of the rewrite. This field is for reference
and is not visible to customers.
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Creating URL Rewrites
Configuring URL Rewrites
URL rewrites make it possible to make “search engine friendly” URLs by adjusting the
format and content. Initially, all Magento URLs include a file called “index.php” that
resides in the root folder. By default, the file name appears in the URL just after the name
of the root folder. When Web Server Rewrites are enabled, the system rewrites the URL to
omit “index.php.” The rewrite has no impact on performance or site rank, and is more of a
usability issue than anything else.
URL without Web Server Rewrite
http://www.yourdomain.com/magento/index.php/storeview/url-identifier
URL with Web Server Rewrite
http://www.yourdomain.com/magento/storeview/url-identifier
To enable URL rewrites:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left under General, select Web.
3.
Click to expand the Search Engine Optimization section.
4.
Set Use Web Server Rewrites to “Yes.”
Search Engine Optimization
5.
When complete, click the Save Config button.
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Product Rewrite
Before you begin, you should know exactly what you want the redirect to accomplish. Just
remember— the “Request Path” is the old URL, and the “Target Path” is where you want the
URL to go from now on. To manage multiple paths that lead to the same product, see:
Canonical Meta Tag.
New Product Rewrite
Process Overview:
Step 1: Get the Product ID of the Target URL
Step 2: Create the Product Rewrite
Step 3: Refresh the Index
Step 4: Test the Rewrite
Step 1: Get the Product ID of the Target URL
1.
On the Admin menu, select Catalog > Manage Products.
2.
Find the product in the list that is the destination of the rewrite and take note of its
product ID.
Step 2: Create the Product Rewrite
332
1.
On the Admin menu, select Catalog > URL Rewrite Management.
2.
In the upper-right corner, click the Add URL Rewrite button.
3.
Set Create URL Rewrite to “For product.”
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Creating URL Rewrites
Create URL Rewrite for Product
4.
In the list, find the product that you want to redirect, and click the record.
5.
Scroll down to the bottom of the Select Category tree, and click the Skip Category
Selection button.
6.
In the URL Rewrite Information section, do the following:
URL Rewrite Information
a.
If you have multiple stores, set Store to the specific view where the rewrite applies.
b.
In the Request Path field, enter the URL key of the page to be redirected.
c.
Set Redirect to one of the following:
d.
7.
l
Temporary (302)
l
Permanent (301)
For your own reference, enter a brief description of the rewrite.
When complete, click the Save button.
Your new product rewrite now appears at the top of the list.
Step 3: Refresh the Index
1.
On the Admin menu, select System > Index Management.
2.
Select the Catalog URL Rewrites checkbox.
3.
Set the Actions control to “Reindex Data,” and click the Submit button.
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Refresh Catalog URL Rewrite Index
Step 4: Test the Rewrite
Test the rewrite from your store, to make sure that it works correctly.
Category Rewrite
If a category changes, or no longer exists, you can use a category rewrite to redirect links
that point to the previous category to another URL. It is possible to have multiple URLs
that point to the same product, if your store is configured to include categories in the URL
key. To manage multiple paths that lead to the same product, see: Canonical Meta Tag.
Select Category
Process Overview:
Step 1: Get the Category ID of the Target URL
Step 2: Create the Category Rewrite
Step 3: Refresh the Index
Step 4: Test the Rewrite
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Creating URL Rewrites
Step 1: Get the Category ID of the Target URL
1.
On the Admin menu, select Catalog > Categories > Manage Categories.
2.
In the category in the tree, find the target category and click to open the record.
3.
Take note of its category ID at the top of the page.
Step 2: Create the Category Rewrite
1.
On the Admin menu, select Catalog > URL Rewrite Management.
2.
In the upper-right corner, click the Add URL Rewrite button.
3.
By default, Create URL Rewrite is set to “For category.” In the category tree, click to select
the category to be redirected.
4.
In the URL Rewrite section, do the following:
a.
If you have multiple stores, select the Store where the rewrite applies.
b.
In the Request Path field, enter the URL key of the category to be redirected.
c.
Set Redirectto one of the following:
d.
5.
l
Temporary (302)
l
Permanent (301)
For your own reference, enter a brief description of the rewrite.
When complete, click the Save button.
Category URL Rewrite Information
Your new category rewrite now appears at the top of the list of rewrites.
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New Category Rewrite
6.
Test the rewrite from your store, to make sure that it works correctly.
Step 3: Refresh the Index
1.
On the Admin menu, select System > Index Management.
2.
Select the Catalog URL Rewrites checkbox.
3.
Set the Actions control to “Reindex Data,” and click the Submit button.
Refresh Catalog URL Rewrite Index
Step 4: Test the Rewrite
Test the redirect from your store, to make sure that it works correctly. Make sure that the
URL you test goes directly to the category, rather than to a subcategory. For example:
http://yourstore.com/catalog/category/view/id/56
http://yourstore.com/catalog/category/view/s/my-category/id/56/
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Creating URL Rewrites
Custom Rewrite
You can use a custom rewrite to redirect CMS pages, or any other type of page. For
example, if you change the URL key of the privacy policy from privacy-policycookie-restriction-mode to privacy-policy, the link in the cookie restriction mode
will return “404 - Page Not Found.” To redirect traffic to the new URL key, create a custom
rewrite with the following settings:
ID Path:
privacy-policy
Request Path:
privacy-policy-cookie-restriction-mode
Target Path:
privacy-policy
Redirect:
Permanent (301)
Before you begin, figure out the URL keys that you need for the ID Path, Request Path, and
Target Path. Just remember— the “Request Path” is the old URL, and the “ID Path” and
“Target Path” are the new URL.
New Custom Rewrite
Process Overview:
Step 1: Establish the Request and Target Paths
Step 2: Create the Custom Rewrite
Step 3: Refresh the Index
Step 4: Test the Rewrite
Step 1: Establish the Request and Target Paths
Before you begin, write down the URL key of the page to be redirected (Request Path), and
the target page where it will be redirected (Target Path).
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Step 2: Create the Custom Rewrite
1.
On the Admin menu, select Catalog > URL Rewrite Management.
2.
In the upper-right corner, click the Add URL Rewrite button.
3.
Set Create URL Rewrite to “Custom.”
Custom URL Rewrite
4.
In the URL Rewrite Information section, do the following:
a.
If you have multiple stores, select the Store where the rewrite applies.
b.
In the ID Path field, enter the relative path of the destination page.
l
l
To redirect to another CMS page in your store, enter the relative path to the page,
without a leading forward slash.
To redirect to a page on a different site, enter the fully qualified URL of the new
destination.
new-page
URL key of target page.
somewhere/new-page
Relative path to target page, without leading forward
slash.
http://magento.com
Fully qualified URL of target page on external
website.
c.
In the Request Path field, enter the relative path of the page to be redirected.
d.
In the Target Path field, enter the valid URL of an existing page that will be the new
destination. This refers to the same page as the ID Path.
e.
Set Redirect to one of the following:
f.
l
Temporary (302)
l
Permanent (301)
For your own reference, enter a brief Description of the rewrite.
In the following illustration, the CMS page “about-magento-demo-store” is temporarily
redirected to the target, “my-page.”
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Custom URL Rewrite Information
5.
When complete, click the Save button.
Your new rewrite now appears at the top of the list.
Step 3: Refresh the Index
1.
On the Admin menu, select System > Index Management.
2.
Select the Catalog URL Rewrites checkbox.
3.
Set the Actions control to “Reindex Data,” and click the Submit button.
Refresh Catalog URL Rewrite Index
Step 4: Test the Rewrite
Test the rewrite from your store, to make sure that it works correctly.
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Notes
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Marketing & Promotions
In this section…
Promotions
Shopping Tools
Newsletters
Sales Channels
Google Tools
CHAPTER 23:
Promotions
In this chapter, you will learn how to set up product relationships, and use price rules
to trigger discounts based on a variety of conditions. Here are a few ways you can use
price rules to offer incentives to your customers:
l
Send your best customers a coupon for a discount on a specific product
l
Offer free shipping for purchases over a certain amount
l
Schedule a promotion for a period of time
With price rules, you can set up your promotions in advance, so they spring into action
whenever the required conditions are met.
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Product Relationships
An easy way to promote products throughout your catalog is to establish relationships
between products. The options available are: Up-sell products, Related products, and
Cross-sell products.
Related Products
Related products are meant to be purchased in
addition to the item the customer is viewing. They
compliment, enhance, or add optional features to the
product.
Up-sells
Up-sell products are items that are similar, but are
perhaps of a higher-quality, more popular, or have a
better profit margin than the item the customer is
considering.
Cross-sells
Cross-sell products are offered on the shopping cart
page as last-minute purchases before the checkout
process begins.
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Catalog Price Rules
Catalog Price Rules
Catalog price rules can be used to selectively put products on sale under certain conditions.
Catalog price rules do not use coupon codes, because they are triggered before a product is
placed into the shopping cart.
Catalog Rules
Process Overview:
Step 1: Add a New Rule
Step 2: Define the Conditions
Step 3: Define the Actions
Step 4: Apply the Rule
Step 1: Add a New Rule
1.
On the Admin menu, select Promotions > Catalog Price Rules.
2.
In the upper-right corner, click the Add New Rule button.
The options in the panel on the left include Rule Information, Conditions, and Actions.
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Rule Information
3.
On the Rule Information page, do the following:
a.
Complete the Rule Name and Description fields. These fields are for your internal
reference only.
b.
Set Status to “Active.”
c.
Select the Websites where the rule will be available.
d.
Select the Customer Groups to which this rule applies.
To select multiple options, hold down the Ctrl key (PC) or Command key (Mac), and
click each option.
e.
Set From Date and To Date to define the range of dates when the rule will be in effect.
If you leave the dates blank, the rule is enabled as soon as the price rule is saved.
f.
Enter a number to establish the Priority of this rule in relation to other rules.
Step 2: Define the Conditions
Most of the available conditions are based upon existing attribute values. If you want to
apply the rule to all products, leave the conditions blank.
1.
In the panel on the left, select Conditions. The first rule begins:
Condition - Line 1
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The statement has two underlined links, which when clicked, display the options for that
part of the statement. If you save the condition without making additional selections, the
rule will apply to all products.
l
Click the ALL link, and select “ALL” or “ANY.”
l
Click the TRUE link and select “TRUE” or “FALSE.”
l
Leave the condition unchanged to apply the rule to all products.
You can create different conditions by changing the combination of these values.
If ALL of these conditions are TRUE:
2.
Click the Add
a.
button at the beginning of the next line.
In the list under Product Attribute, select the attribute that you want to use as the
basis of the condition. For this example, the selected condition is “Attribute Set.”
Condition Line 2, Part 1
For an attribute to appear in the list, it must be configured to be used in promo rule
conditions. To learn more, see: Attribute Frontend Properties.
The selected condition appears in the statement, followed by two more underlined
links. The statement now says:
If ALL of these conditions are TRUE:
Attribute Set is …
b.
Click the is link, and select the comparison operator that is needed to describe the
condition to be met. In this example, the options are “IS” or “IS NOT.”
c.
Then, click the ... “more” link, and choose the attribute set upon which the condition
is based.
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Condition Line 2, Part 3
The selected item appears in the statement to complete the condition.
If ALL of these conditions are TRUE:
Attribute Set is Eyewear
3.
To add another line to the statement, click the Add
following:
l
Conditions Combination
l
Product Attribute
button, and choose one of the
Then, repeat the process until the condition is complete.
If at any time you want to delete part of the statement, click the Delete
end of the line.
button at the
Step 3: Define the Actions
1.
In the panel on the left, select Actions.
Actions
2.
In the Update Prices Using the Following Conditions section, set Apply to one of the
following options:
By Percentage of the
Original Price
348
Discounts item by subtracting a percentage from the original
price. For example:
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Enter 10 in Discount Amount for an updated price that is
10% less than the original price.
By Fixed Amount
Discounts item by subtracting a fixed amount from original
price. For example:
Enter 10 in Discount Amount for an updated price that is
$10 less than the original price.
To Percentage of the
Original Price
Discounts item by defining the final price based on
percentage. For example:
Enter 10 in Discount Amount for an updated price that is
10% of the original price.
To Fixed Amount
3.
Sets the price to a fixed amount.
Do one of the following:
l
l
Enter the Discount Amount.
To apply the discount amount to associated products, set Enable Discount to
Subproducts to “Yes.” Then, enter the Discount Amount to apply.
4.
If you want to stop the processing of other rules after this rule has been applied, set Stop
Further Rules Processing to “Yes.” This safeguard prevents customers from receiving
multiple discounts for the same product.
5.
Click the Save and Continue Edit button to save your changes.
Step 4: Apply the Rule
As new rules are added, the prices and the priorities are recalculated accordingly.
1.
2.
To apply a new rule immediately, do one of the following:
l
Click the Save and Apply button.
l
From the Catalog Price Rules list, click the Apply Rules button.
When you create a new price rule, it might take an hour or so for it to become available.
Allow enough time for it to get into the system. Then, test the rule to make sure that it
works correctly. Unless otherwise specified, price rules are automatically processed with
other system rules each night.
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Price Rule with Multiple SKUs
A single price rule can be applied to multiple SKUs, which makes it possible to create a
variety of promotions based on a product, brand, or category. In the following illustration,
multiple products are selected for a catalog price rule.
Selecting Multiple SKUs for a Price Rule Condition
To apply a price rule to multiple SKUs:
1.
On the Admin menu, select Promotions > Catalog Price Rules.
2.
Do one of the following:
3.
l
Follow the instructions to create a catalog price rule.
l
In the list, click to open the catalog price rule that you want to change.
In the panel on the left, select Conditions. Then, do the following:
a.
In the first line, set the first parameter to “ANY.”
If ANY of these conditions are TRUE
b.
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If the price rule doesn't have a line for SKU, Click the Add
button at the beginning
of the next line. Then, in the list under Product Attribute, select SKU.
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Choose the Condition
c.
Click the … “more” link to display more options. Then, click the Chooser
button to
display the list of available products.
SKU IS
d.
In the list, select the checkbox of each product that you want to include. Then, click
the Select
button to add the SKUs to the condition.
Multiple SKUs Added to Condition
4.
Complete the rule, including any Actions to be taken when the conditions are met.
5.
To apply the rule, click the Save Rule button.
6.
When you create a new price rule, it might take an hour or so for it to become available.
Allow enough time for it to get into the system. Then, test the rule to make sure that it
works correctly. Unless otherwise specified, price rules are automatically processed with
other system rules each night.
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Shopping Cart Price Rules
Shopping cart price rules create discounts for orders at the checkout level, based on a set of
conditions. The discount can be applied automatically when the conditions are met, or be
applied when the customer enters a valid coupon code. When applied, the discount
appears on the shopping cart page under the subtotal.
Once established, the price rule can be used as needed for a season or promotion by
changing its status and date range.
Apply Coupon in Shopping Cart
Process Overview:
Step 1: Add a New Rule
Step 2: Define the Conditions
Step 3: Define the Actions
Step 4: Complete the Labels
Step 6: Apply the Rule
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Step 1: Add a New Rule
1.
On the Admin menu, select Promotions > Shopping Cart Price Rules. Then, click the
Add New Rule button.
Shopping Cart Price Rules
The options in the panel on the left include Rule Information, Conditions, Actions, and
Labels.
Shopping Cart Price Rule General Information
2.
Under General Information, complete the Rule Name and Description. These fields are for
internal reference only.
3.
If you want the rule to go into effect immediately, set Status to “Active.”
4.
To establish the scope of the rule, do the following:
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a.
Select the Websites where the promotion is to be available.
b.
Select the Customer Groups to which the promotion applies.
l
l
5.
6.
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To make the promotion available only to registered customers, do not select the
“NOT LOGGED IN” option.
To select multiple options, hold down the Ctrl key (PC) or Command key (Mac),
and click each option.
To associate a coupon with the price rule, set Coupon to “Specific Coupon.” Then, do the
following:
a.
Enter a numeric Coupon Code that the customer must enter to receive the discount.
b.
To set a limit on the number of times the coupon can be used, complete the following:
Uses per Coupon
Determines how many times the coupon code can be
used. If there is no limit, leave the field blank.
Uses per Customer
Determines how many times the coupon code can be
used by the same registered customer who belongs to
any of the selected customer groups. The setting does
not apply to guest shoppers who are members of the
NOT LOGGED IN customer group, or to customers who
shop without logging in to their accounts. If there is no
limit, leave the field blank.
To define the “good through” date range for the promotion, do the following:
a.
button next to the From Date field, and choose the first date.
Click the Calendar
The promotion will start at the beginning of that day.
b.
Click the Calendar
button next to the To Date field, and choose the last date. The
promotion will stop at the end of that day.
7.
Enter a number to determine the Priority of this price rule in relation to the Action settings
of other price rules that might be active at the same time. (Number 1 has the highest
priority.)
8.
To apply the rule to published listings in RSS feeds, set Public In RSS Feed to “Yes.”
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Step 2: Define the Conditions
In this step, the conditions are described that must be met for an order to qualify for the
promotion. The rule goes into action whenever the set of conditions is met.
1.
In the panel on the left, select Conditions. The first rule appears by default, and states:
If ALL of these conditions are TRUE:
The statement has two underlined links which when clicked, display the selection of
options for that part of the statement. You can create different conditions by changing the
combination of these values. Do any of the following:
l
Click the ALL link, and select “ALL” or “ANY.”
l
Click the TRUE link and select “TRUE” or “FALSE.”
l
Leave the condition unchanged to apply the rule to all products.
Condition - Line 1
2.
Click the Add
button at the beginning of the next line. Then, choose one of the following
options from the list to describe the condition that you want to set for the rule.
l
Product attribute combination
l
Products subselection
l
Conditions combination
l
Cart Attribute
Condition - Line 2, Part 1
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Example 1: Regional Price Rule
To create a regional price rule, select one of the following cart attributes:
l
Shipping Postcode
l
Shipping Region
l
Shipping State/Province
l
Shipping Country
Example 2: Shopping Cart Totals
To base the condition on shopping cart totals, select one of the following cart attributes:
l
Subtotal
l
Total Items Quantity
l
Total Weight
When you make a selection, the basic structure of the statement appears in the box with
additional links to mark where you can select information. Each underlined word is a
building block that describes a different aspect of the condition.
3.
In the list under Product Attribute, select the attribute upon which the condition is based.
For this example, the selected condition is “Attribute Set.”
Condition - Line 2, Part 1
For an attribute to appear in the list, its Use for Promo Rules Conditions property must be set
to “Yes.”
The condition appears in the statement, followed by two more underlined links. The
statement now says:
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Condition - Line 2, Part 2
If ALL of these conditions are TRUE:
If an item is FOUND in the cart with ALL of these conditions true
Attribute Set is …
4.
Click the is link, and select the comparison operator that is needed to describe the
condition to be met. In this example, the options are “IS” and “IS NOT.”
5.
Click the ... “more” link, and choose the attribute set upon which the condition is based.
The selected item appears in the statement to complete the condition.
Completed Condition
If ALL of these conditions are TRUE:
Attribute Set is Electronics
6.
To add more conditions, click the Add
l
Conditions Combination
l
Product Attribute
button and again, choose one of the following:
Then, repeat the process until the condition is complete.
If at any time you want to delete part of the statement, click the Delete
end of the line.
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Step 3: Define the Actions
The shopping cart price rule actions describe how prices are updated when the conditions
of the rule are met.
Shopping Cart Price Rule Actions
1.
In the panel on the left, select Actions.
2.
Set Apply to one of the following discount options:
Percent of product price
discount
Discounts item by subtracting a percentage from the original
price. The discount applies to each qualifying item in the
cart. For example:
Enter 10 in Discount Amount for an updated price that is
10% less than the original price.
Fixed amount discount
Discounts item by subtracting a fixed amount from original
price. The discount applies to each qualifying item in the
cart. For example:
Enter 10 in Discount Amount for an updated price that is
$10 less than the original price.
Fixed amount discount
for whole cart
Discounts the entire cart by subtracting a percentage from
the cart total. For example:
Enter 10 in Discount Amount to subtract 10% from the cart
total.
Buy X get Y free
3.
358
Defines a quantity that the customer must purchase to
receive a quantity for free. (The Discount Amount is Y.)
Enter the Discount Amount as a number, without symbols. For example, depending on
the discount option selected, the number 10 might indicate a percentage, a fixed amount,
or a quantity of items.
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4.
In the Maximum Qty Discount is Applied To field, enter the largest number of the same
product that can qualify for the discount.
5.
To determine how free shipping is applied, set Free Shipping to one of the following:
No
Free shipping is not available for the promotion.
For matching items only
Free shipping is available only for specific items in the cart
that match the rule.
For shipment with
matching items
Free shipping is available for the entire cart when a coupon
that is based on the rule is used.
6.
Set Stop Further Rules Processing to “Yes” to stop processing other rules as soon as this
one is applied. This safeguard prevents customers from receiving multiple discounts for the
same purchase.
7.
To define an additional action that applies to specific items in the cart, only when a
specific set of conditions is met, click the Add
button. Then, choose an item from the
following sections in the list:
l
Cart item attribute
l
Price in cart
l
Quantity in cart
l
Row total in cart
l
Product attribute (from all available in your catalog)
Add as many levels as you need to describe the conditions to be met.
8.
When complete, click the Save Rule button.
Step 4: Complete the Labels
The label appears on the order below the subtotal to identify the discount. You can enter a
default label for all store views, or enter a different label for each view.
1.
In the panel on the left, select Labels.
2.
In the Default Label section, enter the text for the Default Rule Label for All Store Views.
Default Label
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In the Store View Specific Labels section, enter the label text for each store view. For
example, if each store view is in a different language, enter the label translation for each
view.
Store View Specific Labels
Step 5: Apply the Rule
1.
When complete, click the Save Rule button.
2.
When you create a new price rule, it might take an hour or so for it to become available.
Allow enough time for it to get into the system. Then, test the rule to make sure that it
works correctly. Unless otherwise specified, price rules are automatically processed with
other system rules each night. As new rules are added, Magento recalculates the prices and
the priorities accordingly.
Field Descriptions
FIELD
DESCRIPTION
RULE INFORMATION
Rule Name
(Required) The name of the rule is for internal reference.
Description
A description of the rule should include the purpose of the rule,
and explain how it is used.
Status
(Required) Determines if the rule is currently active in the store.
Options include: Active / Inactive
Websites
(Required) Identifies the websites where the rule can be used.
Customer Groups
(Required) Identifies the customer groups to which the rule
applies.
Coupon
(Required) Indicates if a coupon is associated with the rule.
Options include:
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Field Descriptions (cont.)
FIELD
DESCRIPTION
No Coupon
There is no coupon associated with the
rule.
Specific Coupon
A specific coupon is associated with the
rule.
Coupon Code
When prompted,
enter the Coupon
Code that the
customer must enter
to take advantage of
the promotion.
Use Auto
Generation
Select the checkbox
to automatically
generate multiple
coupon codes which
can be used with the
promotion.
Uses per Coupon
The number of times the coupon code can be used.
Uses per Customer
Determines how many times the coupon code can be used by
the same registered customer who belongs to any of the selected
customer groups. The setting does not apply to guest shoppers
who are members of the NOT LOGGED IN customer group, or to
customers who shop without logging in to their accounts. If there
is no limit, leave the field blank.
From Date
The first date in the “good through” time period when the coupon
can be used.
To Date
The last date in the “good through” time period when the coupon
can be used.
Priority
A number that indicates the priority of this rule in relation to
others. The highest priority is number 1.
Public in RSS Feed
Determines if the promotion is included in your store’s public
RSS feed. Options include: Yes / No.
ACTIONS
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Field Descriptions (cont.)
FIELD
Apply
DESCRIPTION
Determines the type of calculation that is applied to the
purchase. Options include:
Percent of product price
discount
Discounts item by subtracting a
percentage from the original
price.
For example: Enter 10 in
Discount Amount for an updated
price that is 10% less than the
original price.
Fixed amount discount
Discounts item by subtracting a
fixed amount from original price.
For example: Enter 10 in
Discount Amount for an updated
price that is $10 less than the
original price.
Fixed amount discount for
whole cart
Discounts the entire cart by
subtracting a percentage from
the cart total.
For example: Enter 10 in
Discount Amount to subtract
10% from the cart total.
Buy X Get Y Free
(discount amount is Y)
362
Defines a quantity that the
customer must purchase to
receive a quantity for free. (The
Discount Amount is Y.)
Discount Amount
(Required) The amount of discount that is offered.
Maximum Qty Discount is
Applied To
Sets the maximum number of products that the discount can be
applied to in the same purchase.
Discount Qty Step (Buy X)
Sets the number of products represented by “X” in a “Buy X Get Y
Free” promotion.
Apply to Shipping Amount
Determines if the discount can be applied to the cost of shipping.
Options include: Yes / No.
Free Shipping
Determines if free shipping is included in the promotion, and if so,
for which items. Options include:
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Field Descriptions (cont.)
FIELD
Stop Further Rules
Processing
DESCRIPTION
No
Free shipping is not available
when a coupon that is based on
the rule is used.
For matching items only
Free shipping is available only
for specific items in the cart that
match the rule.
For shipment with
matching items
Free shipping is available for the
entire cart when a coupon that is
based on the rule is used.
Determines if additional rules can be applied to this purchase. To
prevent multiple discounts from being applied to the same
purchase, select “Yes.” Options include: Yes / No
DEFAULT LABEL
Default Rule Label for All
Store Views
Enter a default label to identify the discount that can be used for
all store views.
Store View Specific Labels If applicable, enter a different label to identify the discount for
each store view.
Coupon Codes
Coupons codes can be associated with shopping cart price rules to apply a discount when a
set of conditions is met. For example, a coupon code can be created for a specific customer
group, or for anyone who makes a purchase over a certain amount.
In-store Coupon for Mobile Users
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Here are a few ways that you can use coupons in your store:
l
Email coupons to customers
l
Produce printed coupons
l
Create in-store coupons for mobile users
Coupon codes can be sent by email, or included in newsletters, catalogs, and
advertisements. You can even create in-store coupons with a quick response code that
shoppers can scan with their smart phones. The QR code links to a page on your site with
more information about the promotion.
To apply the coupon to a purchase, the customer enters the coupon code during checkout
from the shopping cart page of your site, or possibly at the cash register of your “brick and
mortar” store.
Enter Coupon Code in Shopping Cart
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To set up a coupon code:
1.
Follow the instructions to create a shopping cart price rule.
2.
On the General Information page, do the following:
a.
Set Coupon to “Specific Coupon.”
b.
Do one of the following:
c.
l
Enter a numeric Coupon Code to be used with the promotion.
l
Select the Use Auto Generation checkbox.
To limit the number of times the coupon can be used, complete the following:
l
Uses per Coupon
l
Uses per Customer
If you leave these fields blank, there will be no limit on the number of times the coupon
can be used.
d.
To make the coupon valid for a limited period of time, complete the From Date and To
Date fields. To select the date, click the Calendar
button next to each field.
If you leave the date range empty, the rule will never expire.
Price Rule Coupon Code Settings
3.
Follow the standard instructions to complete the shopping cart price rule.
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Auto-Generated Coupon Codes
Batches of discount coupon codes can be formatted and generated automatically. Coupon
codes can also be exported, and incorporated into other applications. For example, you
might use a series of auto-generated coupon codes to produce printed coupons with unique
codes.
Generated Coupon Codes
To configure auto-generated codes:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left under Customers, select Promotions. Then, click to expand the
Auto Generated Specific Coupon Codes section.
Auto Generated Specific Coupon Codes
3.
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To create a specific format for your codes, enter the following:
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4.
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Code Length
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Code Format
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Code Prefix
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Code Suffix
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Dash Every X Characters
Shopping Cart Price Rules
When complete, click the Save Config button.
These settings can be overridden from the Shopping Cart Price Rule page.
To generate a batch of coupon codes:
1.
On the Admin menu, select Promotions > Shopping Cart Price Rules.
2.
Select an existing rule, or create a new one.
3.
Set Coupon to “Specific Coupon.” Then, do the following:
a.
Select the Use Auto Generation checkbox.
b.
Complete the other rule settings as needed.
4.
Click the Save and Continue Editing button.
5.
In the panel on the left, select Manage Coupon Codes. Then, do the following:
a.
In the Coupon Qty field, enter the number of codes to be generated.
b.
Adjust the code format settings, as needed.
c.
Click the Generate button.
The generated coupon codes appear below. The list shows how many times each coupon
code has been used.
To delete coupon codes:
1.
In the list, select the checkbox of each code that you want to delete.
2.
Set the Actions control to “Delete.”
3.
Click the Submit button. When prompted, click OK to confirm.
To export coupon codes:
1.
In the list of generated codes, use the filter controls at the top of each column to display
the codes that you want to export.
2.
Set Export to to the file format that you want to use for the data file.
3.
Click the Export button.
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Field Descriptions
FIELD
SCOPE
DESCRIPTION
Code Length
Global
Defines the length of the coupon code, excluding
the prefix, suffix and separators.
Code Format
Global
Defines the coupon code format. Options
include:
Alphanumeric
Any combination of
letters and numbers.
Alphabetical
Letters only.
Numeric
Numbers only.
Code Prefix
Global
A value that is appended to the beginning of all
coupon codes. If you do not want to use a prefix,
leave the field blank.
Code Suffix
Global
A value that is appended to the end of all codes.
If you do not want to use a suffix, leave the field
blank.
Dash Every X Characters
Global
An interval where a dash (-) can be inserted into
all coupon codes. If you do not want to use a
dash, leave the field blank.
Coupon codes that differ by only a dash are
considered to be different codes.
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Coupon Report
To learn how your coupons are used, you can run a detailed coupon usage report for each
website, store, or view.
To generate a coupon report:
1.
On the Admin menu, select Reports > Sales > Coupons.
2.
In the upper-right corner, set Show Report For to define the scope of the report.
3.
Set the filters as needed. Then, do one of the following:
l
l
4.
To include coupon codes from all price rules in the report, set Shopping Cart Price Rule
to “Any.”
To include coupon codes related to specific rules, set Shopping Cart Price Rule to
“Specified.” Then, select the rules that you want to include in the report.
When complete, click the Show Report button.
Coupon Usage Report
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Free Shipping Promotion
Free shipping can be offered as a promotion, either with, or without a coupon. A free
shipping coupon, or voucher, can also be applied to customer pick-up orders, so the order
can be invoiced and “shipped” to complete the workflow.
Some shipping carrier configurations give you the ability of offer free shipping based on a
minimum order. To expand upon this basic capability, you can use shopping cart price
rules to create complex conditions based on multiple product attributes, cart contents, and
customer groups.
Process Overview:
Step 1: Enable Free Shipping
Step 2: Create the Shopping Cart Price Rule
Step 3: Test the Rule
Step 1: Enable Free Shipping
1.
Enable the Free Shipping method in the configuration of your store.
2.
Complete the free shipping settings for any carrier service that you want to use for free
shipping.
Step 2: Create the Shopping Cart Price Rule
1.
On the Admin menu, select Promotions > Shopping Cart Price Rules.
2.
Follow the steps below to set up the type of free shipping promotion that you want to offer.
3.
When complete, click the Save Rule button.
When you create a new price rule, it might take an hour or so for it to become available.
Allow enough time for it to get into the system. Then, test the rule to make sure that it
works correctly. Unless otherwise specified, price rules are automatically processed with
other system rules each night.
Example 1: Free Shipping for Any Order
1.
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Complete the General Information settings as follows:
a.
Enter a Rule Name for internal reference.
b.
Set Status to “Active.”
c.
Set Website to “Main Website.” (Click to make sure the entry is selected.)
d.
Select the Customer Groups to which the rule applies.
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Shopping Cart Price Rules
Do one of the following:
l
l
2.
To offer a free shipping promotion without a coupon, accept the default, “No
Coupon” setting.
To use a coupon with the price rule, set Coupon to “Specific Coupon.” If
necessary, complete the instructions to set up a coupon.
In the panel on the left, select Actions. Then, do the following:
a.
Set Apply to “Percent of product price discount.”
b.
Set Apply to Shipping Amount to “Yes.”
c.
Set Free Shipping to “For shipment with matching items.”
Price Rule Action
3.
In the panel on the left, select Labels. Then, do one of the following:
l
l
4.
Enter a Default Rule Label for All Store Views. This label is visible to the
customer.
If your store is available in multiple stores, enter a label for each view, as needed.
When complete, click the Save Rule button.
Example 2: Free Shipping for Orders Over $Amount
1.
Complete the General Information settings as follows:
a.
Enter a Rule Name for internal reference.
b.
Set Status to “Active.”
c.
Set Website to “Main Website.” (Click to make sure the entry is selected.)
d.
Select the Customer Groups to which the rule applies.
e.
Do one of the following:
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l
l
To offer a free shipping promotion without a coupon, accept the default, “No
Coupon” setting.
To use a coupon with the price rule, set Coupon to “Specific Coupon.” If
necessary, follow the instructions to set up a coupon.
2.
In the panel on the left, select Conditions.
3.
Click the Add
4.
5.
a.
In the list under Cart Attribute, click Subtotal.
b.
Click the underlined is link, and select “equals or greater than.”
c.
Click the … “more” link, and enter a threshold value for the Subtotal, such as
100, to complete the condition.
In the panel on the left, select Actions. Then, do the following:
a.
Set Apply to “Percent of product price discount.”
b.
Set Apply to Shipping Amount to “Yes.”
c.
Set Free Shipping to “For shipment with matching items.”
In the panel on the left, select Labels. Then, do one of the following:
l
l
6.
button to insert a condition. Then, do the following:
Enter a Default Rule Label for All Store Views. The label is visible to the customer
during checkout.
If your store is available in multiple views, enter a label for each view, as needed.
When complete, click the Save Rule button.
Step 3: Test the Rule
When you create a new price rule, it might take an hour or so for it to become available.
Allow enough time for it to get into the system. Then, test the rule to make sure that it
works correctly. Unless otherwise specified, price rules are automatically processed with
other system rules each night.
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Buy X Get Y Free
This example shows how to set up a shopping cart price rule for a “Buy X, Get Y Free”
promotion. The format of the discount is as follows:
Buy X quantity of product, get Y quantity for free.
Process Overview:
Step 1: Create a Shopping Cart Price Rule
Step 2: Define the Conditions
Step 3: Define the Actions
Step 4: Complete the Label
Step 5: Apply the Rule
Step 1: Create a Shopping Cart Price Rule
Complete Step 1 of the shopping cart price rule instructions to create a shopping cart rule
with the general information.
Step 2: Define the Conditions
Complete Step 2 of the shopping cart instructions to define the conditions for the price
rule. The conditions can be triggered by purchasing a specific product, making a purchase
of a certain amount, or any other scenario.
Step 3: Define the Actions
1.
In the panel on the left, select Actions. Then, do the following:
a.
Set Apply to “Buy X get Y free (discount amount is Y).”
b.
Set Discount Amount to 1. This is the quantity the customer will receive for free.
c.
In the Discount Qty Step (Buy X) field, enter the quantity that the customer must
purchase to qualify for the discount.
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Buy X Get Y Free
2.
Click the Save and Continue Edit button. Then, complete the rest of the rule as needed.
Step 4: Complete the Label
Complete Step 4 of the shopping cart price rule instructions to enter the label that appears
during checkout.
Step 5: Apply the Rule
1.
When complete, click the Save Rule button.
2.
When you create a new price rule, it might take an hour or so for it to become available.
Allow enough time for it to get into the system. Then, test the rule to make sure that it
works correctly. Unless otherwise specified, price rules are automatically processed with
other system rules each night.
Discount with Minimum Purchase
Shopping cart price rules can be used to offer a percentage discount based on a minimum
purchase. In the following example, a 25% discount is applied to all purchases over
$200.00 in a specific category. The format of the discount is as follows:
X% off all Y (category) over $Z dollars
Process Overview:
Step 1: Create a Shopping Cart Rule
Step 2: Define the Conditions
Step 3: Define the Actions
Step 1: Create a Shopping Cart Rule
Follow the basic instructions to create a shopping cart rule.
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Step 2: Define the Conditions
1.
In the panel on the left, select Conditions.
2.
Click the Add
Combination.
button at the beginning of the next line, and select Product Attribute
Product Attribute Combination
3.
Click the Add
button at the beginning of the next line.
If an Item is FOUND
4.
In the list under Product Attribute, click Category.
Choose Condition to Add
a.
Click the … “more” link to display additional options.
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Category IS
b.
Click the Chooser
button to display the available categories. Then in the category
tree, select the checkbox of each category that you want to include.
Category Tree
c.
Click the Select
button at the end of the line to add the categories to the condition.
Category Condition
5.
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Click the Add
button at the beginning of the next line, and do the following:
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a.
In the list under Product Attribute, select Price.
a.
Click the first underlined parameter, IS. Then in the list, select “equals or greater
than.”
Price Equals or Greater Than
b.
Click the ... “more” link to display the price field. Then, enter the amount that the
price must be to meet the condition. For example, enter 200.00.
Enter the Price to Complete the Condition
6.
Click the Save and Continue Edit button.
Step 3: Define the Actions
1.
In the panel on the left, select Actions. Then, do the following:
Actions
a.
Set Apply to “Percent of product price discount.”
b.
Enter the Discount Amount. For example, enter 25 for a twenty-five percent discount.
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c.
2.
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If you want to prevent the purchase from qualifying for additional promotions, set
Stop Further Rules Processing to “Yes.”
Click the Save and Continue Edit button. Then, complete the rule as needed.
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Shopping Tools
Your store includes a set of shopping tools that create opportunities for your customers
to interact with your store, and to share the experience with friends.
Topics in this chapter :
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Wishlists
l
Compare Products
l
Recently Viewed / Compared Products
l
Product Reviews
l
Tags
l
Polls
l
Email a Friend
l
Gift Options
Additional Resources
Customer Engagement
The 3 Components of Building eCommerce Customer Loyalty
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Customer Engagement
Wishlist
The Wishlist block displays the items from the
customer’s wishlist.
Compare Products
The Compare Products block lets your customers
quickly compare the features of one product with
another.
Product Reviews
Product reviews help build a sense of community,
and are considered to be more credible than any
advertising money can buy.
Tags
Tags help customers organize and remember the
products that they have seen, offer quick navigation,
and help search engines index your store.
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Customer Engagement
Polls
The Poll block displays a series of polls or surveys
that you can use to learn more about your customers.
Email a Friend
The Email a Friend link makes it easy for your
customers to share links to products with their
friends.
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Wishlists
A wishlist is a list of products that registered customers can share with friends or transfer
to their shopping carts at a later date. When wishlists are enabled, the Add to Wishlist link
appears on the category and product pages of your store. Depending on the theme, it might
be a text link or a graphic image.
Add to Wishlist Links on Category Page
Wishlist Workflow
Shared wishlists are sent from a store email address, but the body of the message contains
a personalized note from the customer. You can customize the email template that is used
for the notification message when wishlists are shared, and choose the store contact that
appears as the sender.
Each wishlist can be maintained in the customer’s account dashboard, where it can be
updated, and used to add products to the shopping cart. Wishlists can be set to public or
private, and shared with friends. Items can be transferred between the wishlist and
shopping cart by the customer or from the Admin. When a product with multiple options
is added to a wishlist, any options that have been selected by the customer are included in
the wishlist item description. For example, if the customer adds the same pair of shoes,
but in three different colors, each pair appears as a separate wishlist item. On the other
hand, if the customer adds the same product to the wishlist multiple times, the product
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Wishlists
appears in the wishlist only once, but with an updated quantity that reflects the number of
times the product was added. Customers can update their wishlists from their account
dashboard. Merchants can also update a customer’s wishlist from the Admin.
Updating Wishlists
Customers can manage their wishlist from the customer account dashboard. Store
administrators can manage customer wishlists from the Admin.
To update the wishlist from “My Account:”
1.
From the customer account dashboard, in the panel on the left, click Wishlists.
2.
To view the current options for an item, point to View Details.
3.
To update the selection of product options, click Edit.
4.
On the product page, update the quantity and selected options as needed.
5.
When complete, click Update Wishlist.
If the options don’t appear in the wishlist, return to the product page to make sure that
they are selected.
Customer Dashboard with Wishlist
To update wishlist items from the Admin:
1.
On the Admin menu, select Customers > Manage Customers.
2.
Find the customer in the list, and click to open the record.
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3.
In the Customer Information panel on the left, click Wishlist.
4.
Find the item to be edited in the list. Any options selected for the product appear below the
product name. To edit the product options, do one of the following:
l
l
Select the checkbox for the item. Then, set the Action control to "Configure" and click
Submit.
Click the Configure link.
5.
On the product page, update the Quantity and selected options as needed.
6.
When complete, click Update Wishlist.
Wishlist Reports
A customer Wishlist report includes the following information for each wishlist the
customer has created:
l
The date when a product was added
l
The customer name
l
The wishlist name and status (public or private)
l
The product name and SKU
l
Customer comments
l
Quantity of the product in the Wishlist, quantity currently available in the store, and
the difference between these two values.
You can choose to see a report for the entire website or for an individual store view. The
scope is selected in the Show Report For field. The report can be exported to .csv or Excel
.xml format.
To generate a wishlist report:
On the Admin menu, select Reports > Customers > Customers Wishlist.
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Compare Products
The Compare Products block usually appears in the far right column, or sidebar of the
category page, and can be used to generate a detailed, side-by-side comparison of two or
more products. You can customize the report to include additional attributes or remove
ones that you don’t want to include. Depending on the theme, the Add to Compare link
can be represented by an icon or a link.
Compare Products
To compare products:
1.
From your storefront, find the products that you want to compare, and click the Add to
Compare link for each.
2.
In the Compare Products block in the right sidebar, click the Compare button. The
Compare Products report opens in a new window.
3.
To print the report, click Print This Page.
4.
To clear the Compare Products list, click the Clear All link.
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Recently Viewed/Compared Products
Recently Viewed/Compared Products
The Recently Viewed and Recently Compared blocks usually appear in the right sidebar of a
catalog page. The number of products listed in each block can be configured for each
website, store, or store view.
Recently Viewed
To configure Recently Viewed/Compared Products:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Catalog, select Catalog.
3.
Click to expand the Recently Viewed/Compared Products section. Then, do the following:
Recently Viewed/Compared Products
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a.
Set Show for Current to the website, store, or store view where the configuration
applies.
b.
In the Default Recently Viewed Products Count field, enter the number of recently
viewed products to appear in the list.
c.
In the Default Recently Compared Products Count, enter the number of recently
compared products to appear in the list.
When complete, click the Save Config button.
Field Descriptions
FIELD
Show for Current
SCOPE
Website
DESCRIPTION
Limits the products shown to the current website.
Options include:
Website
Store
Store View
Default Recently Viewed
Products Count
Store View
Default Recently
Store View
Compared Products Count
388
Determines the maximum number of recently
viewed products that appear in the list.
Determines the maximum number of recntly
compared products that appear in the list.
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Product Reviews
Product reviews help to build a sense of community, and are considered more credible than
any advertising money can buy. In fact, some search engines give sites with product
reviews a higher ranking than those without. For those who find your site by searching for
a specific product, a product review is essentially the landing page of your store. Product
reviews help people find your store, keep them engaged, and often lead to sales.
Add Your Review
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Configuring Product Reviews
The configuration determines whether customers must open an account with your store to
be write a product review, or can submit a review as a guest. Requiring reviewers to open
an account with your store can improve the quality of reviews by preventing anonymous
submissions.
To configure product reviews:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Catalog, select Catalog.
3.
Click to expand the Product Reviews section.
4.
Set Allow Guests to Write Reviews according to your preference.
Product Reviews
5.
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When complete, click the Save Config button.
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Writing Product Reviews
Depending on your configuration, either guests or registered customers can write reviews
for any product in your catalog. To write a review from the product page, click the “Add
Your Review” link. For products that haven't yet been reviewed, the link says, “Be the first
to review this product.”
The number of stars indicates the satisfaction rating. Visitors can click the link to read the
reviews and write their own. As an incentive, customers can receive reward points for
submitting a review.
Write a Product Review
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Moderating Reviews
When a review is submitted, it is sent to the Admin for moderation. When approved, the
review is published in your store.
To edit and approve customer reviews:
1.
On the Admin menu, select Catalog > Reviews and Ratings > Customer Reviews >
Pending Reviews.
Reviews
392
2.
In the list, click a pending review to view the details, and edit if necessary.
3.
To approve a pending review, change the Status from “Pending” to “Approved.” To reject a
review, select “Not Approved.”
4.
When complete, click the Save Review button.
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Custom Ratings
By default, customer can rate the quality, price, and value of a product. In addition, you
can add your own custom ratings that relate to your products and customers. The average
rating for each product appears in catalog lists and on the product page.
Manage Ratings
To create your own ratings:
1.
On the Admin menu, select Catalog > Reviews and Ratings > Manage Ratings.
2.
In the upper-right corner, click the Add New Rating button.
3.
In the Rating Title section, enter the Default Value for the new rating. Then, enter the
translation for each language supported by your store.
Rating Title
4.
In the Rating Visibility section, set Visibility In to the store view where the rating will be
used. (Hold down the Ctrl key to select multiple options.)
5.
In the Sort Order field, enter a number to determine the sequence that this rating appears
in the list of ratings.
Rating Visibility
6.
When complete, click the Save Rating button.
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Tags
Tags are one-word descriptors that are used as keywords for your catalog. Tags can be
assigned to products by registered customers who are logged in, and also by guests. Tags
help customers organize and remember the products that they have seen, offer quick
navigation, and help search engines index your store. The tags that customers assign to a
product appear on the Customers Tagged Product tab of the product record. The detail
includes the tag, the customer name, and email address.
A tag cloud typically appears in the Popular tags block in the right sidebar of catalog
pages. The size of the text indicates the popularity of the tag. Each product page has an
“Tag this Product” section at the bottom of the page, where shoppers can enter their own
tags. As an incentive, customers can earn reward points for tagging a product.
Popular Tags
To add a tag from the store:
1.
From any product page, scroll down to the Tag this Product section.
Tag this Product
2.
3.
In the Add a Tag text box, type the tag you want to associate with the product.
l
To enter multiple tags, separate each with a blank space.
l
To enter a phrase, enclose the text in single quotes.
Click the Add Tags button.
The tag will be submitted for review and published on the site when approved.
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Products Tagged by Administrators
There’s no reason to wait for customers to tag products. The store administrator can apply
new tags to products, and reuse existing tags.
Products Tagged by Administrators
To add a new tag:
1.
On the Admin menu, select Catalog >Tags > All Tags.
2.
In the upper-right corner, click the Add New Tag button. Then, do the following:
3.
a.
Enter the Tag Name.
b.
Set Status to “Approved.”
c.
In the Base Popularity field, enter a numeric value to assign a weight to the tag. The
number assigns a base value to the tag and increases its size in the tag cloud.
When complete, click the Save Tag button.
To apply an existing tag to specific products:
1.
In the Manage Tags list, click to open the tag.
2.
Click to expand the Products Tagged by Administrators section. Then, do the following:
3.
a.
Click the Reset Filter button to display all product records.
b.
Select the checkbox of each product that you want to tag.
When complete, click the Save Tag button.
The products now appear in the list of Products Tagged by Administrators.
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Moderating Tags
After a customer submits a product tag, an administrator must approve the tag before it
becomes visible in the store. After a tag has been approved, it can be used for other
products without further approval.
Changing the Status of Pending Tags
The remaining sections give you a snapshot of the tag activity, including which customers
have used the tag, and products tagged by the store administrator and customers.
Customers Submitted this Tag
You can jump to a specific customer or product by clicking its row in the list.
Products Tagged by Customers
To approve multiple tags:
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1.
On the Admin menu, select Catalog > Tags > Pending Tags. Then in the list, click to open
a pending tag.
2.
In the list, select the checkbox of each tag that you want to approve.
3.
Set the Actions control to “Change Status.” Then, set the Status control to “Approved.”
4.
When complete, click the Submit button.
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Polls
To manage a single tag:
1.
On the Admin menu, select Catalog >Tags > Pending Tags. Then in the list, click to open
a pending tag.
Editing a Tag
2.
3.
If necessary, you can edit the text as needed. Then, do one of the following:
l
To approve and publish the pending tag, set Status to “Approved.”
l
To reject the tag, set Status to “Disapproved.”
When complete, click the Save Tag button.
Polls
Polls make it easy to learn about your customers’ opinions and preferences. The poll
occupies a small amount of space and is usually placed in the right sidebar of a catalog
page. Poll results appear immediately after a response is submitted. If you create multiple
polls, a new poll appears each time the page is refreshed.
Original Poll and Results
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To create a poll:
1.
On the Admin menu, select CMS > Polls.
2.
In the upper-right corner of the Poll Manager, click the Add New Poll button.
3.
In the Poll Information section, do the following:
Poll Information
4.
a.
Enter the Poll Question.
b.
By default, Status is set to “Open.” If you later want to remove the poll from your
store, set Status to “Closed.”
c.
Set Visible In to the store view where you want the poll to appear.
In the panel on the left, select Poll Answers. Then, for each answer, do the following:
a.
Click the Add New Answer button. Then, do the following:
Assigned Answers
5.
a.
In the Answer Title field, enter the answer as you want it to appear in the poll.
b.
To weight an answer, enter a number in the Votes Count field. The number will
increment each time a customer chooses the answer.
Click the Save Poll button to save your poll.
To prevent multiple voting:
You can protect the poll results by preventing people from voting multiple times from the
same computer.
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Polls
1.
On the Admin menu, select System > Configuration.
2.
In the Configuration panel on the left, under General, select Web.
3.
Click to expand the Polls section, and set Disallow Voting in a Poll Multiple Times from
Same IP Address to “Yes.”
Disallow Voting Multiple Times
4.
When complete, click the Save Config button.
To edit a poll:
1.
2.
From the Poll Manager list, click to open the poll in edit mode. Then, make the necessary
changes.
l
To close the poll so that it no longer appears in the store, set Status to “Closed.”
l
To see the vote count for each answer, click Poll Answers in the panel on the left.
When complete, click the Save Poll button.
Poll Answer Count
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Email a Friend
CHAPTER 24: Shopping Tools
Email a Friend
The Email a Friend link makes it easy for your customers to share links to products with
their friends. In the Magento demo store, the Email a Friend link appears as an envelope
icon. The automated message that is sent from your store is referred to as transactional
email. The message template can be customized for your voice and brand. To prevent
spamming, you can limit the number of recipients for each email, and the number of
products that can be shared over a one-hour period.
Email a Friend
To configure email to a friend:
400
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Catalog, select Email to a Friend.
3.
Click to expand the Email Templates section. Then, do the following:
a.
Set Enabled to “Yes.”
b.
Set Select Email Template to the template you want to use as the basis of the
messages.
c.
If you want to require that only registered customers can send email to friends, set
Allow for Guests to “No.”
d.
In the Max Recipients field, enter the maximum number of friends who can be on the
distribution list for a single message.
e.
In the Max Products Sent in One Hour field, enter the maximum number of products
that can be shared by a single user with friends over a one-hour time period.
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f.
Email a Friend
Set Limit Sending By to one of the following methods to identify the sender of emails:
IP Address
(Recommended) Identifies the sender by the IP address
of the computer that is used to send the emails.
Cookie (unsafe)
Identifies the sender by browser cookie. This method is
less effective because the sender can delete the cookie to
bypass the limit.
Email Templates
4.
When complete, click the Save Config button.
To send email to a friend:
1.
On a catalog page, click the Email a Friend link. When prompted, either log into your
customer account or register to open an account.
2.
Complete the Message and enter the recipient Name and Email Address.
To send the message to more than one person, click the Add Another Recipient link and
complete the information for each person.
3.
When ready to send the message, click the Send Email button.
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Gift Options
CHAPTER 24: Shopping Tools
Email to a Friend Form
Gift Options
At checkout, customers are presented with the available gift options during the Shipping
Method step of the process. If the customer chooses to add gift options, two groups of
checkboxes appear: Gift Options for Entire Order and Gift Options for Individual Items.
The Gift Options configuration determines if customers have the option to add a gift
message for the complete order, and for individual items. The gift options must be
configured first for the website, and can then be overridden at the product level.
Gift Options During Checkout
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Gift Options
To enable gift options:
1.
On the Admin menu, select System > Configuration. Then in the panel on the left, under
Sales, select Sales.
2.
Click to expand the Gift Options section. Then, set the following options according to your
preference:
l
Allow Gift Messages on Order Level
l
Allow Gift Messages for Order Items
Gift Options Configuration
3.
When complete, click the Save Config button.
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Allow Gift Messages on
Order Level
Website
Specify whether a gift message can be added for
the entire order.
Allow Gift Messages on
Order Items
Website
Specify whether a gift message can be added for
an individual order item.
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Notes
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CHAPTER 25:
Newsletters
Publishing a regular newsletter is considered to be one of the most powerful and
affordable marketing tools available. Magento Community Edition gives store
administrators the ability to publish and distribute newsletters to customers who have
registered to receive them, plus all the tools necessary to Promote your newsletter, build
and manage your list of subscribers, develop content, maintain an archive of back
issues, and drive traffic to your store.
Topics in this chapter:
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Newsletter Setup
l
Newsletter Templates
l
Newsletter Queue
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Newsletter Configuration
CHAPTER 25: Newsletters
Newsletter Configuration
The first step in creating newsletters is to configure the newsletter settings for your site.
You can require customers to confirm the registration by clicking a confirmation link sent
by email. This technique is called double opt-in, because customers must confirm twice
that they want to receive a newsletter. This method reduces the number of customers that
might otherwise consider your newsletter as spam.
To configure subscription options:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Customers, select Newsletter.
3.
Click to expand the Subscription Options section. Then, do the following:
a.
Confirm the email templates and senders of the following email messages sent to
subscribers:
l
Success email
l
Confirmation email
l
Unsubscription email
b.
To require people to double-opt in to confirm their subscription, set Need to Confirm
to “Yes.”
c.
To allow people who do not have an account with your store to subscribe to the
newsletter, set Allow Guest Subscriptions to “Yes.”
d.
When complete, click the Save Config button.
Subscription Options
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Field Descriptions
FIELD
SCOPE
DESCRIPTION
Success Email Template
Store View
Determines the email template used for the
notification sent to those who successfully
subscribe to a newsletter. Default template:
Newsletter subscription success
Unsubscription Email
Sender
Store View
Identifies the store contact that appears as the
sender of email sent to those who request to end
their newsletter subscription.
Unsubscription Email
Template
Store View
Determines the email template used for the
notification sent to those who request to end their
newsletter subscription. Default template:
Newsletter unsubscription success
Success Email Sender
Store View
Identifies the store contact that appears as the
sender of email sent to those who successfully
subscribe to a newsletter.
Confirmation Email
Template
Store View
Determines the email template used for the
notification sent to confirm a request to subscribe
to a newsletter. Default template: Newsletter
subscription confirmation
Need to Confirm
Store View
Determines if subscription requests must be
confirmed. This double-opt-in method is a
validation measure that prevents people from
being subscribed without their consent. Options
include: Yes / No
Confirmation Email Sender Store View
Identifies the store contact that appears as the
sender of email sent to confirm a subscription
request.
Allow Guest Subscription
Determines if unregistered guests can subscribe
to a newsletter. Options include: Yes / No
Store View
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Newsletter Templates
CHAPTER 25: Newsletters
Newsletter Templates
Before sending a newsletter, create a newsletter template. You can create and save as many
of these as required for any situation, from an annual holiday newsletter to a weekly
product update.
Newsletter Template
To create a newsletter template:
1.
On the Admin menu, select Newsletter > Newsletter Templates. The page lists the
available newsletter templates. You can edit an existing template or create a new one.
2.
To add a new template, click the Add New Template button. Then, do the following:
3.
a.
In the Template Name field, specify a unique and indicative name for this template.
This value is not visible for customers.
b.
In the Template Subject field, specify the subject of the email to be sent to your
customers.
c.
In the Sender Name and Sender Email fields, specify the name and email of the
sender of the email to be sent to your customers.
d.
In the Template Content field, use the WYSIWYG editor to compose the body of the
email. Note that this field is pre-filled with tags showing an unsubscribe link in the
email. We recommend that you do not remove this link so that all emails that are sent
enable your customers to unsubscribe from the newsletter.
e.
Click Preview Template, to display the content with the formatting as it will be viewed
by your subscribers.
When complete, click the Save Template button.
After you have saved a template, a Save As button appears when you edit this template.
You can use the Save As button, so you can make changes and save it as a new template,
without affecting the original. This can save you time because you will not need to re-enter
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Newsletter Queue
all the template information in order to create a new template. If you already have an
existing template that is similar to the new template, simply edit the fields that you
require, and then use the Save As button to create a new template.
Newsletter Queue
A newsletter that has many recipients must be sent in stages. The process of sending the
newsletter is managed by a queue. After you start the queue, Magento sends the emails in
packs. To ensure delivery of your newsletters, it is recommended that you integrate your
Magento installation with a third-party newsletter provider. These services are “white
listed” by email service providers. Look for newsletter providers in Magento Connect.
To send your newsletter using a queue:
1.
On the Admin menu, select Newsletter > Newsletter Templates.
2.
Set the Actions control to the relevant template. Then, select Queue Newsletter.
3.
In the Queue Date Start field, specify when the newsletter will start being sent.
4.
In the Subscribers From field, select one or more store views whose customers this
newsletter will be sent to.
5.
Review the template and parameters and then click the Save Newsletter button to schedule
sending the newsletter.
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Notes
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CHAPTER 26:
Sales Channels
Publishing your catalog through multiple channels is an effective way to widen your
distribution without much effort. You can start by syndicating your content with RSS
feeds, and then expand by sending your catalog data to shopping aggregators and
marketplaces.
Topics in this chapter:
l
Google Shopping
l
RSS Feeds
l
Social Marketing
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Social Marketing
CHAPTER 26: Sales Channels
Social Marketing
There are many social marketing extensions that can be added to your store. To learn more,
see: Magento Connect.
Social Marketing Extensions
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Facebook Open Graph
The Facebook Open Graph 2.0 extension is a tool developers can use to add custom social
networking buttons to your store. The extension uses the new Facebook Open Graph 2.0
protocol.
Facebook Open Graph
When the Facebook Open Graph 2.0 extension is successfully installed and all
configuration is complete, the Facebook buttons appear on each product page in the store,
along with the Facebook blocks that provide information about other Facebook users and
friends who have clicked the social buttons. The information provided in the blocks
depends on the customer who is logged in to Facebook and whether friends have performed
actions with your app, such as clicked a social button.
Process Overview
Step 1: Download and install the extension
Step 2: Create an application on the Facebook Developer site
Step 3: Configure Magento
Step 1: Download and Install the Extension
The Facebook Open Graph 2.0 extension is free of charge and can be downloaded from
Magento Connect. Copy the Extension Key to the clipboard.
1.
On the Admin menu, select System > Magento Connect > Magento Connect Manager.
2.
When prompted, enter your Admin credentials, and click the Log In button.
3.
Paste the Extension Key, and click the Install button.
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Step 2: Create Application on Facebook Developer Site
The current implementation of the Facebook Open Graph 2.0 extension requires an
application to be created manually on the Facebook Developers site.
1.
Navigate to: https://developers.facebook.com/
2.
In the main menu, click Apps.
3.
Click Create New Application and perform all of the steps of the app creation wizard.
The App Namespace value that you entered will be used in the Magento configuration.
4.
In the left column, select Settings > Basic. Under the “Select how your app integrates with
Facebook” heading, select Website. Then in the Site URL field, enter your store address.
Important! Your website and store should have one domain name.
a.
For Action Types in the Advanced settings in the Graph API URL field enter own,
want or other action you want to be associated with a social networking button on
your product pages. This title is for internal use.
The “dislike” action is not supported by Facebook Open Graph 2.0.
b.
The Object Type you create should have the following Object Properties:
l
URL (page URL)
l
Title (product title)
l
Image (image URL)
l
Description (product description)
l
Price
By default, a new Object Type has only the first four properties. To add the Price property,
use the Add Another Property button on the Object Type page.
Step 3: Configure Magento
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Social, select Facebook.
If the extension is installed, the Social tab appears in the Configuration panel.
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3.
Set Current Configuration Scope to your website.
4.
In the Facebook Config section, do the following:
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Social Marketing
a.
To display Facebook buttons in the store, set Enable Facebook on Frontend to “Yes.”
b.
Enter the App Namespace value of your application. You can find it in the Basic
Settings section of your app on the Facebook Developers site.
c.
Specify the App ID and App Secret values of your application. You can find them in
the Basic Settings section of your app on the Facebook Developers site.
d.
Enter the Open Graph Type value of your Object Type. To find it on the Facebook
Developers site, open the settings of your application, navigate to Open Graph >
Dashboard, click your object type, and expand the Advanced settings.
On the page header, the system will display the Apps > %Your Facebook Application
Name% > Open Graph > Object Type: %Object name%.
e.
5.
To add and configure a social networking button, click Add Action Button and
complete the setup for each button. The action settings can be different for each store
view.
Action
In the Action column, specify the internal button action
title, for example, own or want. This value should
correspond to the value you have specified in the Graph
API URL field on the Facebook Developers site. The
Graph API URL field is available in the Advanced
section of the Action Type settings.
Button Title
In the Button Title column, specify the name of the
social networking button as you want it to appear in the
frontend.
Enable Friend Box
In the Enable Friend Box column decide if you want to
display in the frontend the related Facebook block,
which contains the count and the pictures of friends.
Count Friend Box
In the Count in Friend Box column, set the maximum
number of friends that can be displayed in the related
Facebook block. By default, it is set to 3. If you set zero
value (0) or leave the field empty, then the default value
is applied.
When complete, click Save Config button.
The social network buttons you have created and the corresponding Facebook blocks now
appear on the product pages of your store.
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Setting Up RSS Feeds
CHAPTER 26: Sales Channels
Setting Up RSS Feeds
RSS (Really Simple Syndication) is an XML-based data format that is used to distribute
information online. Your customers can subscribe to your RSS feeds and be notified of new
products and promotions. RSS Feeds can also be used to publish your product information
to shopping aggregation sites, and can also be included in newsletters.
When RSS feeds are enabled, any additions to products, specials, categories, and coupons
in your store are automatically sent to the subscribers of each feed. A link to all the RSS
feeds that you publish is in the footer of your store.
The software that is used to read an RSS feed is called a feed reader, and allows people to
subscribe to headlines, blogs, podcasts, and much more. Google Reader is one of the many
feed readers which are available online for free.
To set up RSS feeds for your store:
1.
From the Admin menu, select System > Configuration.
2.
In the upper-right corner, set Current Configuration Scope to the store view where you
want the feeds to be available.
3.
In the panel on the left, under Catalog, select RSS Feeds.
RSS Feed Configuration
4.
416
In the Rss Config section, set Enable RSS to “Enable.” Then, in each section below, set the
feeds that you want to activate to “Enable.”
a.
In the Wishlist section, set Enable RSS to “Enable.”
b.
In the Catalog section, set any, or all, of the following feeds to “Enable.”
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l
New Products
l
Special Products
l
Coupons/Discounts
l
Tags Products
l
Top Level Category
l
Top Level Category
Setting Up RSS Feeds
Catalog
c.
5.
In the Order section, set Customer Order Status Notification to “Enable.”
When complete, click the Save Config button.
Types of RSS Feeds
RSS FEED
DESCRIPTION
Wishlist
When enabled, an RSS feed link appears at the top of customer
wishlist pages. Additionally, the wishlist sharing page includes a
checkbox that lets you include a link to the feed from shared
wishlists.
New Products
Publishes notification of new products added to the catalog.
Special Products
Publishes notification of any products with special pricing.
Coupons / Discounts
Publishes notification of any special coupons or discounts that
are available in the store.
Tags Products
Publishes notification of new product tags.
Top Level Category
Publishes notification of any change to the top-level category
structure of your catalog, which is reflected in the main menu.
Customer Order Status
Gives customers the ability to track their order status by RSS
feed. When enabled, an RSS feed link appears on the order.
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Notes
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CHAPTER 27:
Google Tools
Your store includes a number of tools to help optimize your content, analyze your
traffic, and connect your catalog to shopping aggregators and marketplaces.
Topics in this chapter:
l
Google Merchant Center
l
Google Sitemap
l
Google Universal Analytics
l
Google “Classic” Analytics
Google Merchant Center Login
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Google Merchant Center
CHAPTER 27: Google Tools
Google Merchant Center
Google Merchant Center helps you manage Google’s shopping tools and services from a
single dashboard. In addition to the following services, you can also link Google Analytics
to your Merchant Center account.
Google Shopping
Google Shopping is a commercial service that helps shoppers find products on Google,
compare products, and connect with merchants.
Product Listing Ads
Your product listings can include rich information, such as product image, price, and
merchant name. Whenever a user enters a search query on Google.com that is relevant to
an item you are trying to sell, Google will automatically show the most relevant products
along with the associated image, price, and product name.
Process Overview:
Step 1: Open a Google Merchant Account
Step 2: Verify Your Website URL
Step 3: Claim Your Website URL
Step 1: Open a Google Merchant Account
1.
Visit the Google Merchant Center, and do one of the following:
l
l
420
If you have a Google account, enter your Email address and password, and click the
Sign In button.
Click the Sign Up button, and follow the instructions to create an account.
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Google Merchant Center
Google Merchant Center Dashboard
2.
In the panel on the left, click to expand Settings, and select General.
3.
Enter your Store name and Description.
4.
Enter the full Website URL for your store. Depending on your domain, the URL might be
formatted as one of the following:
http://mystore.com
http://www.mystore.com
At this time, your Website URL is unclaimed and unverified.
Website URL Unverified - Unclaimed
5.
Complete the remaining General settings information, and Save Changes.
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Google Merchant Center
CHAPTER 27: Google Tools
Step 2: Verify Your Website URL
In this step, you will use Google Webmaster Tools to verify that you have the right to
upload product listings from your store.
1.
On a new browser tab, go to Google Webmaster Tools. Then, do the following:
a.
Click the Add a Site button. When prompted, enter the URL of your store, and click
Continue.
b.
When prompted to verify that you are the owner of the site, click the Alternate
methods tab.
c.
Select the HTML tag method, and press Ctrl + C to copy the meta tag code to the
clipboard.
HTML Meta Tag Code
422
1.
Return to your store's Admin, and select System > Configuration.
2.
In the panel on the left, under General, select Design. Then, do the following:
a.
Click to expand the HTML Head section.
b.
Scroll down to the Miscellaneous Scripts box and press Ctrl + V to paste the
verification code from the clipboard.
c.
When complete, click the Save Config button.
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Google Merchant Center
Paste Google Site Verification Code
3.
Return to Google Webmaster Tools, and click the Verify button. When prompted, click
Continue. Your site is now verified.
Google Webmaster Tools - Site Verified
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Google Merchant Center
CHAPTER 27: Google Tools
Step 3: Claim Your Website URL
In this final step, you will establish the connection between your site and your Google
Merchant account.
1.
Return to the Google Merchant Center. The General Settings now show that your site is
verified, but not claimed.
Google Merchant Center- Claim this URL
2.
Click the Claim this URL link. Your Website URL is now both verified and claimed.
Website URL Verified and Claimed
Now that your site is verified, you can submit a sitemap to Google. You can also set up a
Google Analytics account, and link it to your Merchant Center Dashboard.
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Google Sitemap
Google Sitemap
Google Sitemap improves the way your store is indexed by their search engine, and is
specifically designed to find pages which might otherwise be overlooked. As with the
standard Magento sitemap, Google Sitemap is an index of all the pages on your site.
However, unlike the Magento sitemap, the Google Sitemap is not visible to customers.
Process Overview:
Step 1: Remove any “robots.txt” Restrictions
Step 2: Generate the Sitemap
Step 3: Submit Your Sitemap to Google
Step 4: Restore Previous “robots.txt” Restrictions
Step 1: Remove any "robots.txt" Restrictions
When first setting up your Google Sitemap, you must provide full access for Google to
index your site. If you have a robots.txt file, make sure that it includes the following
instruction:
User-agent:*
Disallow:
After your sitemap has been successfully submitted to Google, you can restore any
instructions to exclude certain locations of your site. If you have not yet set up a robots.txt
file, you can do so after you finish the sitemap.
Step 2: Generate the Sitemap
1.
On the Admin menu, select Catalog > Google Sitemap.
2.
In the upper-right corner, click the Add Sitemap button. Then, do the following:
a.
In the Filename field, enter: “sitemap.xml”
b.
Enter the path to a writable location on your server for the sitemap.
l
l
c.
To put the sitemap in a folder, enter the path to the folder:
/sitemaps
To put the sitemap at the base path of your store, enter a forward slash: /
Set Store View to the view where the sitemap will be used.
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CHAPTER 27: Google Tools
Configure Google Sitemap
3.
Click the Save & Generate button to create the sitemap.
The sitemap appears in the list, with a link to sitemap.xml file. From here, you can do the
following:
l
l
To view the sitemap, click the hyperlink in the Link for Google column. This is the link
that you will later submit to Google.
To update the sitemap, click the Generate link.
Step 3: Submit Your Sitemap to Google
1.
2.
Go to Google Webmaster Tools and do one of the following:
l
Log in to your existing account.
l
Create a new account, and log in.
Click the Add a Site button.
Add a Site
3.
When prompted to enter your store address, enter the full URL of your store, such as:
http://www.mystore.com
Then, click the Continue button.
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4.
Google Sitemap
To verify that you are the owner of the site, click the Alternate Methods tab. Then, choose
one of the following methods:
l
Add a DNS record to your domain’s configuration
l
Add a meta tag to your site’s home page
To verify your site with a meta tag, do the following:
a.
Open two tabs on your browser; one for Google Webmaster Central, and the other that
is logged in to the Admin of your store.
b.
Follow the instructions on Webmaster Central to copy the full text of the Google site
verification meta tag.
c.
On the Admin menu, select System > Configuration. In the Configuration panel on
the left, under General, click Design.
d.
In the HTML Head section, scroll down to Miscellaneous Scripts and paste the site
verification meta tag. Then, click the Save Config button.
e.
Return to Google Webmaster Central, and click Verify.
Google Site Verification
5.
6.
After your site is verified and appears in your Google dashboard, do the following:
a.
Click the name of your store. Then, click the Sitemaps button.
b.
In the upper-right corner, click the Add/Test Sitemap button.
Return to your store Admin, and copy the path to your Google sitemap. If necessary, log
back in and do the following:
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a.
Go to Catalog > Google Sitemap.
b.
In the Link for Google column, right-click the link to your sitemap. Then on the
context menu, click Copy Shortcut.
c.
Open a text editor and paste the link. Then, copy the part of the link that comes after
the “dot com.” It looks like this:
/media/s4d71280645299/sitemaps/sitemap.xml
7.
Return to Google Webmaster Tools and paste the text into the box to complete the
address of your sitemap. Then, click the Submit Sitemap button.
Submit Google Sitemap
8.
Make sure that the link to your sitemap is working correctly, and that your Google
dashboard shows the number of pages indexed.
Step 4: Restore Previous "robots.txt" Restrictions
If you changed your robots.txt file to make it fully accessible, you can now restore the
previous instructions to disallow access to certain areas of your site.
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Google Sitemap
Google Sitemap Configuration
Your Google sitemap should be updated as frequently as the content on your site changes,
which could be daily, weekly, or monthly. The configuration lets you set the frequency and
priority for each type of content separately.
Step 1: Complete the Generation Settings
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Catalog, select Google Sitemap.
3.
Click to expand the Generation Settings section. Then, do the following:
a.
To activate Google Sitemap, set Enabled to “Yes.”
b.
Set Start Time to the hour, minute and second that you want the sitemap to be
updated.
c.
Set Frequency to one of the following:
l
Daily
l
Weekly
l
Monthly
d.
In the Error Email Recipient field, enter the email address of the person who is to
receive notification if an error occurs during a sitemap update.
e.
Set Error Email Sender to the store contact who appears as the sender of the error
notification.
f.
Set Error Email Template to the template used for the error notification.
Generation Settings
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Step 2: Set the Frequency and Priority of Content Updates
1.
Click to expand the Categories Options section. Then, do the following:
a.
b.
Set Frequency to one of the following:
l
Always
l
Hourly
l
Daily
l
Weekly
l
Monthly
l
Yearly
l
Never
In the Priority field, enter a value between 0.0 and 1.0. Zero has the lowest priority.
Categories Options
2.
Click to expand the Products Options section. Then, complete the Frequency and Priority
settings as needed.
Products Options
3.
Click to expand the CMS Pages Options section. Then, complete the Frequency and
Priority settings as needed.
CMS Pages Options
4.
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When complete, click the Save Config button.
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Google Sitemap
Field Descriptions
FIELD
SCOPE
DESCRIPTION
GENERATION SETTINGS
Enabled
Store View
Determines if Google Sitemap is available for the
store. Options include: Yes / No
Start Time
Store View
Specifies the hour, minute, and second of the day
that the sitemap is updated.
Frequency
Store View
Determines how often the sitemap is updated.
Options include:
Daily
Weekly
Monthly
Error Email Recipient
Store View
The email address of the person who receives
notifiation if an error occurs during the sitemap
update process. For multiple addresses, separate
each with a comma.
Error Email Sender
Website
Identifies the store contact that appears as the
sender of the error notification. Options include:
General Contact
Sales Representative
Customer Support
Custom Email 1
Custom Email 2
Error Email Template
Website
Identifies the email template that is used for the
error notification. Default template: Sitemap
generate Warnings
Store View
Determines how often sitemap categories are
updated. Options include:
CATEGORIES OPTIONS
Frequency
Always
Hourly
Daily
Weekly
Monthly
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Field Descriptions (cont.)
FIELD
SCOPE
DESCRIPTION
Yearly
Never
Priority
Store View
A value between 0.0 and 1.0 that determines the
priority of category sitemap updates in relation to
other content. Zero has the lowest priority.
Store View
Determines how often sitemap products are
updated. Options include:
PRODUCTS OPTIONS
Frequency
Always
Hourly
Daily
Weekly
Monthly
Yearly
Never
Priority
Store View
A value between 0.0 and 1.0 that determines the
priority of product sitemap updates in relation to
other content. Zero has the lowest priority.
Store View
Determines how often sitemap CMS pages are
updated. Options include:
CMS PAGES OPTIONS
Frequency
Always
Hourly
Daily
Weekly
Monthly
Yearly
Never
Priority
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Store View
A value between 0.0 and 1.0 that determines the
priority of CMS page sitemap updates in relation
to other content. Zero has the lowest priority.
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Google Universal Analytics
Google Universal Analytics
Google Universal Analytics gives you the ability to define additional custom dimensions
and metrics for tracking. Universal Analytics supports offline and mobile app interactions,
and includes access to ongoing updates.
The Google Analytics section of the configuration supports two different account types:
l
Universal Analytics
l
Google Analytics
Because Google will soon retire their “classic” tracking codes, we encourage you to upgrade
your existing Google Analytics account to Universal Analytics.
Process Overview:
Step 1: Sign Up or Upgrade to Google Universal Analytics
Step 2: Complete the Magento Configuration
Step 1: Sign Up or Upgrade to Google Universal Analytics
Do one of the following:
l
Sign up for a new Google Universal Analytics account.
l
Upgrade your classic Google Analytics account to Universal Analytics.
During the first part of the upgrade process, your existing account properties and
tracking code are converted to the Universal Analytics format, but your data and
settings are preserved. In the second part of the process, your tracking code is converted
to the Universal Analytics format.
Before beginning the upgrade, visit the Universal Analytics Upgrade Center, and read
the Upgrade Guide. Take note of the Important Considerations section at the bottom of
the page.
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Step 2: Complete the Magento Configuration
1.
Return to your store, and log in to the Admin. Then on the Admin menu, select System >
Configuration.
2.
In the panel on the left, under Sales, select Google API.
3.
Click to expand the Google Analytics section, and do the following:
a.
Set Enable to “Yes.”
b.
Set Account type to “Universal Analytics.” Then, enter your Universal Analytics
Account Number.
c.
To anonymize part of your visitor’s IP address before it is sent to Google, set Enable IP
Anonymization to “Yes.”
According to Google, anonymizing IP addresses can reduce the accuracy of geographic
data in the Analytics report.
Google Analytics
4.
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When complete, click the Save Config button.
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Google Universal Analytics
Field Descriptions
FIELD
SCOPE
Enable
Store View
Determines if Google Analytics is activated to
analyze traffic patterns and customer activity in
your store. Options include: Yes / No
Account type
Store View
Determines the Google tracking code that is used
to monitor store activity and traffic. Options
include:
DESCRIPTION
Universal Analytics
Google Analytics
Account Number
Store View
Identifies the account number associated with
your Universal Analytics account.
Enable IP anonymization
Store View
Protects the identity of visitors to your site by
hiding the geographic portion of each IP address
before the data is sent to Google. Options include:
Yes / No
According to Google, anonymizing IP addresses
can reduce the accuracy of geographic data in
the Analytics report.
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Google “Classic” Analytics
The following instructions walk you through the process of setting up a basic Google
Analytics account. Because this version of Google Analytics is being discontinued, we
strongly recommend that you install a Google Universal Analytics account instead.
Page View Tracking
Shows the origin of visitors and the pages visited.
Ecommerce Tracking
Shows which customers make purchases, and what they buy.
Universal Analytics
An updated integration with additional Google features.
Process Overview:
Step 1: Set Up a Google Merchant Account
Step 2: Turn On Ecommerce Tracking
Step 3: Complete the Magento Configuration
Step 1: Set Up a Google Merchant Account
1.
The first step is to establish a Google merchant account, and then verify and claim your
website URL. For detailed instructions, see: Google Merchant Center.
2.
When you sign up for an account, a report appears that shows your new Google Analytics
account number in the following format: UA-XXXXXXX-1. Write this number down,
because it is required to complete the configuration for your store.
Step 2: Turn On Ecommerce Tracking
1.
Sign in to your Google Analytics account.
2.
On the main menu, select Admin.
The options in the Administration section are organized into three columns under Account,
Property, and View. If you have multiple accounts or stores, make sure that the Account
button is set to the correct account, and that the Property button is set to the correct store.
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Google Analytics Admin
3.
In the View column, select the View Settings option.
4.
In the panel on the left, select Ecommerce Settings. Then, do the following:
a.
Click the Status switch to turn on Ecommerce Tracking. Then, click the Next step
button.
b.
Click the Submit button to save the setting. When the Success message appears at the
top of the page, you are done.
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Ecommerce Tracking On
Step 3: Complete the Magento Configuration
1.
On the Admin menu, select System > Configuration. Then in the panel on the left, under
Sales, select Google API.
2.
Click to expand the Google Analytics section, and do the following:
Google Analytics
3.
Set Enable to “Yes.”
4.
Set the Type of Google Analytics service to one of the following:
5.
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Universal
Analytics
Google’s advanced service that is paid by subscription.
Google Analytics
Google’s basic free service.
In the Account Number field, enter the Google Analytics account number, or tracking code
that you wrote down when you signed up for the service.
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6.
Google Shopping
To render as anonymous part of your visitors’ IP addresses before the data is sent to
Google, set Enable IP Anonymization to “Yes.”
According to Google, anonymizing IP addresses can reduce the accuracy of geographic data in
the Analytics report.
7.
When complete, click the Save Config button.
Google Shopping
Google Shopping gives you the ability to upload product feeds from your catalog so your
products can be easily found through Google Search. Any Simple product from your catalog
can be uploaded to Google Shopping. The product attributes that are mapped to Google are
used as search parameters by customers looking for products. After mapping the product
attributes to sync with Google Content attributes, you can create a simple upload from
your store to Google Shopping.
Magento Connect has a number of extensions that you can install to establish integration
with Google Shopping. Some extensions are free, and others are available for purchase from
developers. In addition to Google Shopping, there are many extensions available to
integrate your store with shopping sites. Visit Magento Connect and read the descriptions
and reviews, to help you decide which solution is the best for your store. Then, follow the
instructions to install the extension.
Google Shopping Extensions
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Notes
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Content Elements
In this section…
Magento CMS
Content Pages
Blocks
Widgets
Variables
Markup Tags
CHAPTER 28:
Magento CMS
The old adage, “content is king” is more true now than ever before. The term, content
marketing refers to the art of promoting your products or services by providing valuable
information to your customers at no charge. The quality of your content helps
distinguish your store from others, increases your visibility to search engines, and
provides support to your customers. This soft-sell approach is often more effective than
advertising, builds credibility and trust, and can turn your store into a destination.
Your content should reflect the branding of your store, and be delivered with your
distinctive visual presentation and voice to convey your message. Use pictures to tell a
story. Educate, inspire, and entertain. With quality content, sometimes less is more.
Magento Community Edition includes a powerful content management system (CMS)
that you can use to create rich content for your store. In this chapter, you will learn
how to create new content, and incorporate existing content to create a compelling
experience that will bring your customers back to your store for more.
Additional Resources
Curated Commerce
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CMS Menu
Pages
Create pages with text, images, blocks, variables,
and widgets, that can be incorporated into the
navigation of your store, and linked to other pages.
Static Blocks
The CMS makes it easy to create blocks of content
without writing any code. Blocks can contain text,
images, and even video, and can be assigned to
any part of the page layout.
Widgets
Use the Widget tool to display dynamic data and
add blocks, links, and interactive elements most
anywhere in your store.
Polls
Create polls to learn about your customers’ opinions
and preferences. They're fun to take and see the
results!
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Content Pages
All content can be viewed in terms of its shelf life, just as any product in a store. Did
you know that the shelf life of social media content is less than twenty-four hours? The
potential shelf life of the content you create can help you decide where to invest your
resources.
Content with a long shelf life is sometimes referred to as evergreen content. Examples
of evergreen content include customer success stories, "how to" instructions, and
Frequently Asked Questions (FAQ.) Other content is perishable by nature, such as
events, industry news, and press releases.
Topics in this chapter:
l
Core Content
l
Creating a Page
l
Using the Editor
l
Media Storage
l
Translating Pages
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Core Content
The Magento demo store has examples of core content pages that can help you get started.
Take a look at the following pages in your store, to make sure that they convey your
message and brand.
Home
The demo “Home” page includes a banner, an image
carousel, several static blocks with links, and a list
of new products.
About Us
The “About Us” page is linked from the footer of your
store. You can include images, video, links to press
releases and announcements. The sample page has
an image on the right, and one of a decorative sort to
indicate the end of the page.
Customer Service
The “Customer Service” page is another node in the
page hierarchy. The two headers on the page have
content that only becomes visible when the header is
clicked.
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Core Content
Privacy Policy
Your store’s “Privacy Policy” page should be updated
with your own information. As a best practice, your
privacy policy should explain to your customers the
type of information that your company collects and
how it is used.
Page Not Found
The “404 Page Not Found” page is named for the
response code that is returned when a page cannot
be found. URL redirects reduce the number of times
that this page appears. However, for those times
when it is necessary, you might as well take
advantage of the opportunity to offer some links to
products that the customer might find interesting.
Enable Cookies
The “Enable Cookies” page appears when visitors to
your site do not have cookies enabled in their
browsers. The page provides step-by-step,
illustrated instructions to enable cookies for the most
popular browsers.
Service Unavailable
The “503 Service Unavailable" page is named for the
response code that is returned when the server is
unavailable.
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Default Pages
The Default Pages configuration determines the landing page that is associated with the
base URL, and the corresponding CMS home page. It also determines which CMS page
appears when a “404 Page Not Found” error occurs, and if a breadcrumb trail appears at
the top of CMS pages.
Default Pages
To configure the default pages:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left under General, select Web.
3.
If necessary, set Current Configuration Scope in the upper-left corner to the store view
where the setting applies.
4.
Click to expand the Default Pages section. Then, do the following:
a.
In the Default Web URL field, enter the relative path to the folder in the Magento
installation that contains the landing page. The default value is “cms.”
For a specific store view, clear the Use Default checkbox next to the Default Web URL
field, and any other default fields to be changed.
5.
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b.
Set CMS Home Page to the CMS page to be used as the home page.
c.
In the Default No-route URL field, enter the relative path to the folder in the Magento
installation where the page is redirected when a “404 Page Not Found” error occurs.
The default value is “cms/index/noRoute.”
d.
Set CMS No Route Page to the CMS page that appears when a “404 Page Not Found”
error occurs.
e.
Set CMS No Cookies Page to the CMS page that appears when cookies are disabled in
the browser.
f.
If you want a breadcrumb trail to appear at the top of all CMS pages, set Show
Breadcrumbs for CMS Pages to “Yes.”
When complete, click the Save Config button.
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Core Content
Field Descriptions
FIELD
Default Web URL
SCOPE
Store View
DESCRIPTION
Indicates the landing page that is associated
with the base URL. This is set by default to
“cms” to indicate a page from Magento’s content
management system.
You can also use a different type of landing
page, such as a blog. For example, if a blog is
installed on the server at magento/blog, you can
enter the name of the “blog” folder as a relative
path to the selection of pages.
CMS Home Page
Store View
To choose the home page for the store, simply
select the CMS page from the list.
By default, the CMS Home Page lists the entire
selection of CMS pages that are available for
your store.
Default No-route URL
Store View
Contains the URL of the default page that you
want to appear when if a 404 “Page not Found”
error occurs. The default value is:
cms/index/noRoute
CMS No Route Page
Store View
Identifies a specific CMS page that you want to
appear when a ” 404 Page Not Found” error
occurs. The default core content page is “404
Not Found.”
CMS No Cookies Page
Store View
Identifies a specific CMS page that appears
when cookies are not enabled for the browser.
The page explains why cookies are used, and
how to enable them for each browser. The
default core content page is “Enable Cookies.”
Show Breadcrumbs for
CMS Pages
Store View
Determines if a breadcrumb trail appears on all
CMS pages in the catalog. Options include: Yes
/ No
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Creating a Page
CHAPTER 29: Content Pages
Creating a Page
The process of adding a new content page to your store is essentially the same for any type
of page you might want to create. You can include text, images, blocks of content,
variables, and widgets. Most content pages are designed to be read by search engines first,
and by people second. Keep the needs of each of these two very different audiences in mind
when choosing the page title and URL, composing the meta data, and writing the content.
Process Overview:
Step 1: Add a New Page
Step 2: Select the Page Layout
Step 3: Complete the Content
Step 4: Complete the Meta Data
Step 5: Publish the Page
Step 6: Make a New Home Page (Optional)
Step 1: Add a New Page
1.
On the Admin menu, select CMS > Pages > Manage Content.
2.
Click the Add New Page button.
3.
In the Page Information section, do the following:
Page Information
a.
Enter a Title for the new page.
b.
Enter a URL Key for the page that is based on the Title. It should be all lowercase
characters, with hyphens instead of spaces.
The URL Key is added to the base URL for your store, to create the online address for
the page.
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c.
In the Store View list, select each view where this page will be available.
d.
Set Status to “Disabled.” (This will be changed when the page is ready to publish.)
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4.
Creating a Page
With the required fields complete, click the Save and Continue Edit button.
Step 2: Select the Page Layout
1.
In the Page Information panel on the left, select Design.
2.
In the Page Layout section, set Layout to one of the following:
l
1 column
l
2 columns with left bar
l
2 columns with right bar
l
3 columns
Page Layout
Step 3: Complete the Content
1.
In the Page Information panel on the left, select Content.
2.
In the Content Heading box, type the text you want to appear as the main heading at the
top of the page.
Complete the remaining content, as you want it to appear in the main content column,
according to the page layout selected. The content can include text, images, variables, and
widgets with dynamic data.
3.
Click the Show / Hide Editor button to display the WYSIWYG editor. You can format the
text with the toolbar buttons.
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WYSIWYG Editor
4.
Click the Show / Hide Editor button again to return to the HTML mode. You can work in
either mode that you prefer.
HTML Mode
5.
Click the Save and Continue Edit button.
Step 4: Complete the Meta Data
1.
In the panel on the left, select Meta Data.
2.
Complete the Keywords and Description for the page. This information is used by search
engines to index the page.
Step 5: Publish the Page
1.
In the panel on the left, select Page Information.
2.
Set Status to “Published.”
3.
Click the Save Page button.
When the page is complete, it can be added to the navigation of your store, linked to other
pages, or added as a link in the footer.
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Step 6: Make a New Home Page (Optional)
1.
Complete the steps to create a new page.
2.
On the Admin menu, select System > Configuration.
3.
In the panel on the left under General, select Web. Then, click to expand the Default Pages
section.
4.
Set CMS Home Page to the new page.
5.
Click the Save Config button.
6.
In the message at the top of the workspace, click the Cache Management link.
7.
Select the checkbox for the invalid Layout cache. Then, click the Submit button to refresh
the cache.
Using the Editor
The WYSIWYG editor gives you the ability to enter and format while working in a “What
You See Is What You Get” view of the content. If you prefer to work directly with the
underlying HTML code, you can easily change modes. The editor can be used to create
content for pages, blocks, and product descriptions. When working in the product catalog,
the editor is accessed by clicking the WYSIWYG Editor button.
For a complete list of toolbar buttons, see the Editor Toolbar in the appendix of this guide.
Editor Toolbar
Inserting a Link
The easiest way to insert a link is to use the Link button in the editor toolbar. It doesn’t
require any knowledge of HTML and the result is the same.
Link Button
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To insert a link:
1.
Highlight the text where you want to create the link. Then, in the editor toolbar, click the
Link button.
2.
In the Link URL field, enter one of the following:
3.
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l
The URL Key of a page in your store.
l
The full URL of an external page to be linked.
Set Target to one of the following:
l
Open link in the same window
l
Open in a new window
4.
In the Title field, enter the tooltip text that appears when someone hovers over the link.
5.
Click the Insert button to create the link.
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Using the Editor
Inserting Images
From the editor, you can insert an online image that resides on another server, or display
an image that has been uploaded to Media Storage.
Media Storage
Method 1: Insert an Image from Media Storage
1.
If necessary, click the Show / Hide Editor button to display the code.
2.
Position the cursor where you want the code to be inserted. Then, click the Insert Image
button.
3.
Select the image that you want to use, and click the Insert File button.
4.
To view the image in WYSIWYG mode, click the Show / Hide Editor button.
Method 2: Insert an Image from Another Server
Use this method to insert an image that is available online, but resides on another server.
You must have the full URL of the image to complete the process.
1.
Click the Show / Hide Editor button to work in WYSIWYG mode.
2.
Position your cursor where you want the image to appear.
3.
On the Editor toolbar, click the Insert Image button. Then, do the following:
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Insert Image Button
4.
a.
In the Image URL field, paste the full Web address to the image.
b.
In the Image Description field, write a brief description of the image.
c.
In the Title field, write a relevant title for the image.
Click the Insert button to complete the process.
Adding a Widget
The Widget tool can be used to add a variety of content elements to the page, including
links to any content page or node, product, or category. Links can be positioned on the
page by block reference or incorporated directly into CMS content and email templates. You
can create links to the following types of content:
l
CMS Pages
l
Catalog Categories
l
Catalog Products
Links can be displayed as a block, or used inline and incorporated into existing text. By
default, a link inherits its style from the location (block reference) according to the style
sheet (styles.css) of the theme.
To add a widget to a page:
1.
Open the CMS page to be edited.
2.
In the panel on the left, select Content. Then, use either of the following methods:
Method 1: WYSIWYG Mode
1.
Click the Show / Hide Editor button to display the page in WYSIWYG mode.
2.
Position the cursor in the text where you want the widget to appear.
3.
On the editor toolbar, click the Insert Widget
button.
Method 2: HTML Mode
From the HTML editor, click the Insert Widget button.
3.
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Do the following:
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4.
Using the Editor
a.
When prompted, select the Widget Type. In this example, we insert a link to a
product.
b.
You can leave the Anchor Custom Text field empty to use the product name.
c.
Enter a Anchor Custom Title for best SEO practice. (The title isn't visible on the
page.)
d.
Set Template to one of the following:
l
To incorporate the link into text, select “Product Link Inline Template.”
l
To place the link on a separate line, select “Product Link Block Template.”
Click the Select Product button, and do the following:
a.
In the tree, navigate to the category you want.
b.
In the list, click the product that you want to include in the link.
Select the Product
c.
Click the Insert Widget button to place the link on the page. The link markup tag is
enclosed in double curly braces.
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d.
If needed, use Cut (Ctrl + x) and Paste (Ctrl + v) to position the markup tag in the
code where you want the link to appear.
Widget Link Code
5.
Click the Show / Hide Editor button to see the link in WYSIWYG mode.
Now you can continue editing the page, and incorporate the links into the rest of the
content.
Widget Links on CMS Page
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Media Storage
Media Storage
Media storage is a tool you can use to organize and access miscellaneous media files on the
server. The path to the physical location of the files is determined by the Base URL
configuration. Files in media storage can be accessed from the editor while working on
pages and static blocks. Media storage is usually located in the file system on the same
server as the Magento program files. Alternatively, the files can be managed in a database,
or located on a separate server or content delivery network.
Media Storage
To upload an image to media storage:
1.
From the editor, do the following:
a.
Click the Browse Files button. Find the file on your computer, and click to select it.
Then, click the Open button to copy the file to Media Storage.
b.
Click the Upload File button to add the image to Media Storage.
2.
To link the image to a file, click to select the image. Then, click the Insert File button.
3.
To complete the Alt tag, place the cursor between the double-quotes, and enter the alt text.
4.
To see the image in WYSIWYG mode, click the Show / Hide Editor button.
Translating Pages
If your store has multiple views in different languages, and you have set the locale for each
view to a different language, the result is a partially translated site.
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The next step is to create a translated version of each page that is available only from the
specific store view. The Store View column of the Manage Pages list shows each view that
has a translated version of the page. In the following example, the About Us page is
available in for the English, French, and German store views, but not Spanish.
To translate a CMS page, you must create a new page that has the same URL Key as the
original, but is assigned to the specific store view. Then, update the page with the
translated text. The following example shows how to create a translated version of the
About Us page for the Spanish store view.
Original “About Us” and Translated Page
To create a translated page for a view:
460
1.
On the Admin menu, select CMS > Pages.
2.
From the Manage Pages list, open the page to be translated and copy the URL Key to the
clipboard. Then, press the Back button to return to the Magage Pages list.
3.
Click the Add New Page button. Then, do the following:
a.
Enter the translated Page Title.
b.
Paste the URL Key that you copied from the original page.
c.
In the Store View box, select the store view where the page will be available, which in
this case is “Spanish.”
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Translated Page Information
d.
In the panel on the left, select Contents. Then, complete the translated text for the
page.
e.
On the Design tab, set the column Layout for the page.
f.
On the Meta Data tab, enter the translated text for the Keywords and Description.
4.
When complete, click the Save Page button.
5.
If prompted to refresh the cache, click the link at the top of the page. Then, refresh any
invalid caches.
6.
Return to the storefront and select the view from the language chooser.
Notice that there are still some elements on the page that need to be translated, including
the company footer links block, which on this page, appears in the left sidebar, the welcome
message, and product information.
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CHAPTER 30:
Blocks
A block is a modular unit of content that can be positioned most anywhere on the page.
Blocks can be used to display static information such as text, images, and embedded
video, as well as dynamic information.
You can use Magento Community Edition’s content management system to create
custom blocks of content without writing any code. Blocks can contain text, images,
and even video, and can be assigned to any part of the page layout.
In addition, your store includes a selection of built-in blocks that make it easy to add
features and functionality to your store. Some built-in blocks are required components
of your store, while others are shopping tools that can be enabled or disabled according
to your preference. Many of the built-in blocks can be added to your store with the
Widget tool. Blocks can also be defined and positioned by entering XML code in the
Layout Update box on the target page..
Topics in this chapter:
l
Creating a Static Block
l
Positioning Blocks by Reference
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Creating a Static Block
Custom, static blocks of content can be added to any page, group of pages, or even to
another block. The carousel image slider on the home page of the demo store is generated
by code that is placed in a static block. The three smaller blocks below are also static blocks
that link to other pages. Although they look like graphic images, they are actually defined
using HTML and CSS.
Static Blocks on Home Page
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Creating a Static Block
To create a block:
1.
On the Admin menu, select CMS > Static Blocks.
2.
In the upper-right corner, click the Add New Block button. Then, do the following:
3.
a.
Assign a descriptive Block Title.
b.
Assign a unique Identifier to the block. Use all lowercase characters, with underscores
instead of spaces. The identifier is used for internal reference.
c.
Select the Store View(s) where this content block will be visible.
d.
Set Status to “Enabled” to make the block visible in the store.
e.
Complete the Content for the block. You can use the Editor to format text, create links
and tables, add images, video, and audio.
When complete, click the Save Block button.
General Information
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Positioning Blocks
The code that controls the page layout and placement of blocks is written in XML. You may
have noticed references to XML Page Layout Updates throughout the Admin of your store.
Every product, category, and piece of content—whether it’s a page, block, or widget—has a
section where you can update the XML code that controls the positioning of the item. The
selection of available block references that is available varies by page type, and whether the
customer is logged in, or is visiting the as a guest.
Widgets make it easy to position a block at a specific place on the page, and even for a
specific product or category. You can select each option from a list, rather than trying to
remember all of the possible combinations.
Category and CMS Pages
BLOCK REFERENCE
466
POSITION
Breadcrumbs
The navigation aid at the top of many pages that shows your
current location as a link. Any additional content placed in the
Breadcrumbs reference floats to the right of the breadcrumbs, if
displayed.
Left Column
Content is added to the left column.
Main Content Area
Content is added to the main content area.
My Cart Extra Actions
Content appears below the Cart Subtotal in the My Cart popup
located within the top link.
Navigation Bar
Content appears below the main navigation bar.
Page Bottom
Content appears at the bottom of the page.
Page Footer
Content appears above the footer of the page.
Page Header
Content appears below the header of the page.
Page Top
Content appears at the top of the page.
Right Column
Content appears in the right column.
Store Language
Content appears in the upper-left corner of the header.
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Product Page
BLOCK REFERENCE
POSITION
Alert URLs
Content appears below the title of the product on the product
detail page.
Bottom Block Options
Wrapper
If custom options are added, content appears below the Add to
Cart button.
Breadcrumbs
Content appears to the right of breadcrumbs—the navigation aid
that provides links as a path—that’s showcased below the
navigation bar.
Info Column Options
Wrapper
If a custom options are added, content appears to the right. The
same location applies to configurable options.
Left Column
Content appears below the left column blocks.
Main Content Area
Content appears below the main content area.
My Cart Extra Actions
Content appears below the Cart Subtotal in the My Cart popup
located within the top link.
Navigation Bar
Content appears below the main navigation bar.
Page Bottom
Content appears at the bottom of the page.
Page Footer
Content appears above the footer of the page.
Page Header
Content appears below the header of the page.
Page Top
Content appears at the top of the page.
PayPal Express Checkout
(Payflow Edition) Shortcut
Wrapper
If the PayPal payment method is enabled, content appears
below the PayPal buy button.
PayPal Express Checkout
Shortcut Wrapper
If the PayPal payment method is enabled, content appears
below the PayPal buy button.
Product Tags List
Content appears below the products tag bar.
Product View Extra Hint
Content appears below the main top price of the product.
Right Column
Content appears below the right column blocks.
Store Language
Content appears to the right of the language chooser.
Tags List Before
Content appears above the Add Your Tags field.
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CHAPTER 31:
Widgets
A widget is a snippet of code that makes it possible to display a wide range of content
and place it at specific block references in your store. Many widgets display real-time,
dynamic data and create opportunities for your customers to interact with your store.
The Widget tool makes it easy to place existing content such as static blocks with
images and text, and interactive elements most anywhere in your store.
You can use widgets to create landing pages for marketing campaigns, display
promotional content at specific locations throughout the store. Widgets can also be
used to add interactive elements and action blocks for external review systems, video
chats, voting, and subscription forms, or to provide navigation elements for tag clouds
and image sliders.
Topics in this chapter:
l
Widget Types
l
Creating a Widget
l
Static Block Widget
l
New Products List
l
Mini Shopping Cart
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Widget Types
CMS Page Link
Displays a link to a selected page. Allows you to specify custom text and title. When the
link is complete, it can be used in content pages and blocks.
CMS Static Block
Displays a block of content at a specific location on a page.
Catalog Category Link
Displays a link to a selected catalog category. Allows you to specify custom text and a title.
Two templates are available: inline and block. When the link is complete, it can be used in
content pages and blocks.
Catalog New Products List
Displays a block of products which have been designated as new, for the duration of time
specified in the product record.
Catalog Product Link
Displays a link to a selected catalog product. Allows you to specify custom text and a title.
Two templates are available: inline and block. When the link is complete, it can be used in
content pages and blocks.
Orders and Returns
The Orders and Returns widget gives customers the ability to submit their own requests for
return merchandise authorization.
Recently Compared Products
Displays the built-in block of recently compared products. You can specify the number of
products included, and format them as a list or product grid.
Recently Viewed Products
Displays the built-in block of recently viewed products. You can specify the number of
products included, and format them as a list or product grid.
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Mini Shopping Cart
If the store has a responsive theme, the Mini Shopping Cart widget can be used to display
additional information, such as a banner or contact information, in the mini shopping cart.
Creating a Widget
The process of creating a widget is nearly the same for each type. You can follow the first
part of the instructions, which is the same for all types, and then complete the last part
that is specific to the type of widget you want to create.
Process Overview:
Step 1: Choose the Widget Type
Step 2: Specify Where It Goes
Step 3: Complete the Widget Options
Step 4: Check It Out!
Step 1: Choose the Widget Type
1.
On the Admin menu, select CMS > Widgets.
2.
Click the Add New Widget Instance button. Then, do the following;
3.
a.
In the Settings section, select the Type of widget you want to create.
b.
Select the Design Package/Theme that will be used with the widget.
Click the Continue button.
Widget Settings
4.
In the Frontend Properties section, do the following:
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Frontend Properties
a.
In the Widget Instance Title field, enter a descriptive title for the widget. This title is
for internal use only, and won’t be visible to your customers.
b.
Set Assign to Store Views to “All Store Views,” or to the view where the widget to be
available. To select more than one, hold the Ctrl key down, and select each option.
c.
Enter a number in the Sort Order field to determine the order of the block when listed
with others in the column. The top position is zero.
Step 2: Specify Where It Goes
1.
In the Layout Updates section, click the Add Layout Update button.
2.
Set Display On to the type of category or product page where you want the widget to
appear.
3.
In the Block Reference list, select the block or section of your page layout where you want
the widget to appear.
Layout Updates
4.
5.
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If the widget is a link, set Template to one of the following:
Block Template
Formats the content so it can be placed as standalone unit
on the page.
Inline Template
Formats the content so it can be placed inside other content.
For example, a link that goes inside a paragraph of text.
Click Save and Continue Edit to save your changes and continue editing.
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Creating a Widget
Step 3: Complete the Widget Options
The options for each type vary slightly, but the process is essentially the same. The
following instructions show how to place a CMS Static Block.
1.
In the panel on the left, select Widget Options.
2.
Click the Select Block button.
3.
In the list, click to select the block you want to place.
Select Block
4.
When complete, click the Save button.
The widget appears in the Manage Widget Instances list.
5.
When prompted, follow the instructions at the top of the workspace to update the cache,
as needed.
Step 4: Check It Out!
Return to your storefront to verify that the block is in the correct location. To move the
block to a different location, you can reopen the widget and try a different page or block
reference.
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CMS Static Block Widget
The CMS Static Block widget gives you the ability to place an existing CMS block most
anywhere in your store.
Process Overview:
Step 1: Choose the Widget Type
Step 2: Complete the Layout Updates
Step 3: Place the Block
Step 1: Choose the Widget Type
1.
On the Admin menu, select CMS > Widgets.
2.
Click the Add New Widget Instance button.
3.
In the Settings section, set Type to “CMS Static Block.” Then, click the Continue button.
4.
In the Frontend Properties section, do the following:
a.
In the Widget Instance Title field, enter a descriptive title for the widget. This title is
for internal use only, and is not visible to your customers.
b.
Enter a number in the Sort Order field to determine the order of the block when listed
with others in the column. The top position is zero.
c.
Set Assign to Store Views to “All Store Views,” or to the view where the app will be
available. To select more than one, hold the Ctrl key down, and select each option.
Step 2: Complete the Layout Updates
474
1.
In the Layout Updates section,set Display On to the category, product, or page where you
want the block to appear.
2.
To complete the Layout Updates, do the following:
a.
Select the Page where you want the block to appear.
b.
Select the Block Reference to identify the place on the page where the block will
appear
c.
Accept the default setting for Template, which is set to "CMS Static Block Default
Template."
d.
Click Save and Continue Edit.
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Step 3: Place the Block
1.
In the panel on the left, select Widget Options.
2.
Click the Select Block button.
Then in the list, click to select the block you want to place.
3.
When complete, click the Save button.
The app appears in the Manage Widget Instances list.
4.
When prompted, follow the instructions at the top of the workspace to update the index
and page cache.
5.
Return to your storefront to verify that the block is in the correct location. To move the
block, you can reopen the widget and try a different page or block reference.
New Products List
The list of new products is an example of dynamic content, and consists of live data that is
pulled from your product catalog. By default, the “New Products” list includes the first
eight of the most recently added products. However, it can also be configured to include
only products within a specified date range.
New Products List on Home Page
Process Overview:
Step 1: Set the Date Range for Each Product
Step 2: Create a Working Copy of the Widget
Step 3: Select the Location for the List
Step 4: Configure the List
Step 5: Preview Your Work
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Step 1: Set the Date Range for Each Product
To make a product appear in the list by date range, the dates must be specified in the
product record. The product then appears in the New Products list during the date range
specified.
1.
On the Admin menu, select Catalog > Manage Products.
2.
Find the product you want to feature, and open the record. Then, do the following:
a.
In the Set Product as New From Date field, click the calendar button and select the
first date that you want the product to be featured.
b.
In the Set Product as New To Date field, click the calendar button and select the last
date that you want the product to be featured.
"Set Product As New " Date Range
3.
When complete, click the Save button.
4.
When you are prompted to reindex and refresh the page cache, click the links at the top of
the workspace, and follow the instructions.
The product will now appear in the New Products list during this date range. Repeat this
step for each product that you want to feature.
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Step 2: Create a Working Copy of the Widget
The code that determines the content of the list and its placement in your store is
generated by the Widget tool. To create your own working copy of the New Products list,
simply save a copy of the existing widget. Your working copy is a new “instance” of the
widget, and any changes you make will not affect the original.
1.
On the Admin menu, select CMS > Widgets.
2.
In the upper-right corner, click the Add New Widget Instance button.
3.
In the Settings section, do the following:
4.
a.
Set Type to “Catalog New Products List.”
b.
Select the Design Package/Theme that is used by the store.
Then, click the Continue button.
Widget Type
5.
In the Frontend Properties section, complete the following fields:
Widget Instance Title
Enter a descriptive title for your widget. This title is visible
only from the Admin.
Assign to Store Views
Select the store views where the widget will be visible. You
can select a specific store view, or "All Store Views."
Sort Order
(Optional) Enter a number to determine the order this items
appears with others in the same part of the page. (0 = first, 1
= second, 3= third, and so on.)
Widget Frontend Properties
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Step 3: Select the Location for the List
1.
In the Layout Updates section, click the Add Layout Update button. Then, do the
following:
a.
Set Display On to “Specified Page.”
b.
Set Page to “CMS Home Page.”
c.
Set Block Reference to “Main Content Area.”
d.
Set Template to one of the following:
l
New Product Lists Templates
l
New Products Grid Template
Layout Updates
2.
Click the Save and Continue Edit button to save your changes.
Step 4: Configure the List
1.
In the panel on the left, select Widget Options. Then, do the following:
2.
Set Display Products to one of the following:
3.
478
All Products
Lists products in sequence, starting with those most recently
added.
New Products
Lists only the products which are identified as “New.” A
product is considered to be new during the date range
specified in the “Set Product As New From” date and “Set
Product As New To” date. fields of the product. The list will
be blank if the date range expires and no additional products
have been set as "New."
Complete the remaining information as follows:
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a.
To provide navigation control for lists with multiple pages, set Display Page Control
to “Yes.” Then, in the Number of Products per Page field, enter the number of
products you want to appear on each page.
b.
Set Number of Products to Display to the number of new products you want to
include in the list. The default setting is 10.
c.
In the Cache Lifetime (Seconds) field, select how often you want to refresh the list of
new products. By default, the cache is set to 86400 seconds, or 24 hours.
Widget Options
4.
When complete, click the Save button.
5.
When prompted to refresh the cache, click the link in the message at the top of the
workspace, and follow the instructions.
Step 5: Preview Your Work
1.
On the Admin menu, select CMS > Pages > Manage Content.
2.
Find the published page in the list, where you placed the New Products list. Then, in the
Action column, click the Preview link.
Mini Shopping Cart Widget
You can use a widget to show relevant information to your customers when the mini
shopping cart is displayed in your store. For example, you might want to display a
promotional message, or you could provide a phone number or other contact information.
The mini shopping cart widget can be used only with responsive web design themes.
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Widget in Mini Shopping Cart
Process Overview:
Step 1: Choose the Widget Type
Step 2: Complete the Layout Updates
Step 3: Place the Block
Step 1: Choose the Widget Type
1.
On the Admin menu, select CMS > Widgets.
2.
Click the Add New Widget Instance button.
3.
In the Settings section, do the following:
a.
Set Type to “CMS Static Block.”
b.
Set Design Package/Theme to any responsive web design (RWD) theme. You must
select a responsive package/theme to use the mini cart widget.
c.
Click the Continue button.
Widget Settings
4.
480
In the Frontend Properties section, do the following:
a.
In the Widget Instance Title field, enter a descriptive title for the widget. This title is
for internal use only, and is not visible to your customers.
b.
Enter a number in the Sort Order field to determine the order of the block when listed
with others in the column. The top position is zero.
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c.
Creating a Widget
Set Assign to Store Views to “All Store Views,” or to the view where the block will be
available. To select more than one, hold the Ctrl key down and select each option.
Frontend Properties
Step 2: Complete the Layout Updates
1.
In the Layout Updates section, set Display On to the category, product, or page where you
want the block to appear.
2.
To complete the Layout Updates, do the following:
a.
Select the Page where you want the block to appear.
b.
Set Block Reference to “Mini-cart promotion block.”
c.
Accept the default Template setting, “CMS Static Block Default Template.”
d.
Click Save and Continue Edit.
Step 3: Place the Block
1.
In the panel on the left, select Widget Options.
2.
Click the Select Block button. Then in the list, click to select the block you want to place.
3.
When complete, click the Save button.
The block appears in the Manage Widget Instances list.
4.
When prompted, follow the instructions at the top of the workspace to update the index
and page cache.
5.
Return to your storefront to verify that the block is in the correct location.
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CHAPTER 32:
Variables
Variables are reusable pieces of information that can be created once and used in
multiple places, such as email templates, blocks, and content pages. Your Magento
store includes a large number of predefined attributes, and also gives you the ability to
create your own custom variables.
Topics in this chapter:
l
Predefined Variables
l
Custom Variables
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Predefined Variables
Predefined variables are easy to add to content pages, blocks, and email templates.
To add a variable to a page:
1.
On the Admin menu, select CMS > Pages > Manage Content. Then, click to open the
page.
2.
In the Page Information panel on the left, select Content. Then from the editor, do one of
the following:
l
Click the Insert Variable button.
l
If you prefer to work with the code, click the Show / Hide Editor button.
3.
Position the insertion point in the text where you want the variable to appear. Then, click
the Insert Variable button.
4.
In the list of available store contact variables, click the one you want to use.
Insert Variable
5.
When complete, click the Save button.
To add a variable to a block:
484
1.
On the Admin menu, select CMS > Static Block. Then, click to and open the block.
2.
From the editor, do one of the following:
l
Click the Insert Variable button.
l
If you prefer to work with the code, click the Show / Hide Editor button.
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Predefined Variables
3.
Position the insertion point in the text where you want the variable to appear. Then, click
the Insert Variable button.
4.
In the list of available variables,click to select the one you want to use.
5.
When complete, click the Save Block button.
To add a variable to an email template:
1.
On the Admin menu, select System > Transactional Emails.
2.
Do one of the following:
l
Click to edit a predefined template.
l
Click the Add New Template button to create a new one.
3.
In the Template Content box, position the insertion point where you want the variable to
appear. Then, click the Insert Variable button.
4.
In the list of available variables, click to select the one you want to use.
5.
When complete, click the Save Template button.
Predefined Variables
STORE CONTACT VARIABLES
Store Contact Information
Base Unsecure URL
Base Secure URL
General Contact Name
General Contact Email
Sales Representative Contact Name
Sale Representative Contact Email
Custom 1 Contact Name
Custom 1 Contact Email
Custom 2 Contact Name
Custom 2 Contact Email
Store Name
Store Contact Telephone
Store Contact Address
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Custom Variables
If you know a little basic HTML, you can create custom variables and incorporate them into
pages, blocks, banners, and email templates. When a variable is inserted into HTML, it is
formatted as a markup tag, and enclosed in double curly braces.
{{CustomVar code= "store_hours"}}
To create a custom variable:
1.
On the Admin menu, select System > Custom Variable.
2.
Click the Add New Variable button.
3.
Enter an identifier in the Variable Code field. Use all lowercase characters, without spaces.
4.
Enter a Variable Name, which is used for internal reference. Then, do one of the following:
l
l
In the Variable HTML Value text field, enter any content you want to include, using
basic HTML tags. This option allows you to format the value.
In the Variable Plain Value field, enter the variable value as plain text.
New Custom Variable
5.
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When complete, click the Save button.
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CHAPTER 33:
Markup Tags
A markup tag is a snippet of code that contains a relative reference to an object in your
store, such as a page, block, or image. Markup tags can be incorporated into the HTML
content of CMS pages, blocks, images, and email templates.
Topics in this chapter:
l
Markup Tag Syntax
l
Using Markup Tags in Links
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Markup Tag Syntax
Markup tags are enclosed in double, curly braces, and can be generated by the Widget tool,
or typed directly into HTML content. For example, rather than hard-coding the full path to
a page, you can use a markup tag to represent the store URL. The markup tags featured in
the following examples include:
Store URL
The Store URL markup tag represents the base URL of your website, and is used as a
substitute for the first part of a full URL, including the domain name. There are two
versions of this markup tag: One that goes directly to your store, and the other with a
forward slash at the end that is used when a path is added.
{{store url='apparel/shoes/womens'}}
Media URL
The dynamic media URL markup tag represents the location and file name of an image
that is stored on a content delivery network (CDN). The tag can be used to place an image
on a page, block, banner, or email template.
{{media url='shoe-sale.jpg'}}
Block ID
The Block ID markup tag is one of the easiest to use, and can be used to place a block
directly on a CMS page, or even nested inside another block. You can use this technique to
modify a block for different promotions or languages. The Block ID markup tag references a
block by its identifier.
{{block id='block-id'}}
Template Tag
A template tag references a PHTML template file, and can be used to display the block on a
CMS page or static block. The code in the following example can be added to a page or
block to display the Contact Us form.
“Contact Us” Template Tag
{{block type="core/template" name="contactForm"
template="contacts/form.phtml"}}
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Markup Tag Syntax
The code in the next example can be added to a page or block to display the a list of
products in a specific category, by category ID.
“Category Product List” Template Tag
{{block type="catalog/product_list" category_id="22"
template="catalog/product/list.phtml"}}
Non-Inline CSS Tag
Because many email clients do not support CSS, this markup tag provides a way to convert
the CSS styles that are used in email and newsletter templates to inline styles. The tag
references the non_inline_styles variable to point to a CSS file on the server for the styles
to be converted. The styles that are non-inline are copied to the <styles> tag of each
message or newsletter that is sent. This tag can be used only with templates for
transactional email and newsletters. To learn more, see the developer documentation.
{{var non_inline_styles.css}}
Widget Code
The Widget tool can be used to display lists of products, or to insert complex links, such as
one that goes to a specific product page, based on product ID. The code that is generated
includes the block reference, location of the code module, and corresponding PHTML
template. After the code is generated, you can copy and paste it from one place to another.
The code in the following example can be added to a page or block to display the list of
new products.
“New Products Grid” Code
{{widget type="catalog/product_widget_new"
display_type="new_products" products_count="10"
template="catalog/product/widget/new/content/new_grid.phtml"}}
The code in the next example can be added to a page or block to display a link to a specific
product, by product ID.
“Link to Product” Code
{{widget type="catalog/product_widget_link" anchor_text="My Product Link"
title="My Product Link"template="catalog/product/widget/link/link_
block.phtml" id_path="product/31"}}
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Using Markup Tags in Links
You can use markup tags with HTML anchor tags, and link directly to any page in your
store. The link can be incorporated into CMS content, such as a page, static block, banner,
or email template. You can also use this technique to link an image to a specific page.
Process Overview:
Step 1: Identify the Destination URL
Step 2: Add the Markup to the URL
Step 3: Complete the Anchor Tag
Step 1: Identify the Destination URL
If possible, navigate to the page that you want to link to, and copy the full URL from the
address bar of your browser. The part of the URL that you need comes after the “dot com
forward slash.” Otherwise, copy the URL Key from the CMS page that you want to use as
the link destination.
Full URL to Category Page
http://mystore.com/apparel/shoes/womens
http://mystore.com/apparel/shoes/womens.html
Full URL to Product Page
http://mystore.com/apparel/shoes/womens/nine-west-pump
http://mystore.com/apparel/shoes/womens/nine-west-pump.html
Full URL to CMS Page
http://mystore.com/about-us
Step 2: Add the Markup to the URL
The Store URL tag represents the base URL of your website, and is used as a substitute for
the “http address” part of the store URL, including the domain name and “dot com.” There
are two versions of the tag, which you can use, depending on the results you want to
achieve.
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store direct_url
Links directly to a page.
store url
Places a forward slash at the end, so additional references can
be appended as a path.
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Product List on Home Page
In the following examples, the URL Key is enclosed in single quotes, and the entire markup
tag is enclosed in double curly braces. When used with an anchor tag, the markup tag is
placed inside the double quotes of the anchor. To avoid confusion, you can alternate using
single-and double quotes for each nested set of quotes.
1.
If you are starting with a full URL, delete the “http address” part of the URL, up through
and including the “dot.com forward slash.” In its place, type the Store URL markup tag, up
through the opening single quote.
Store URL Markup Tag
http://mystore.com/apparel/shoes/womens
{{store url='apparel/shoes/womens'}}
Otherwise, type the first part of the Store URL markup tag, and paste the URL key or path
that you copied earlier.
Store URL Markup Tag with URL Key
{{store url='
{{store url='apparel/shoes/womens'}}
2.
To complete the markup tag, type the closing double quotes and double braces.
Step 3: Complete the Anchor Tag
1.
Wrap the completed markup tag inside an anchor tag, using the markup tag instead of the
target URL. Then, add the link text, and closing anchor tag.
Markup in Anchor Tag
<a href="{{markup tag goes here}}">Link Text</a>
2.
Paste the completed anchor tag into the code of any CMS page, block, banner, or email
template, where you want the link to appear.
Complete Link with Markup
<a href="{{store url='apparel/shoes'}}">Shoe Sale</a>
Product List on Home Page
By default, Magento uses a CMS page for the home page. You can add a markup tag to the
content of your home page to display a product list from a specific category.
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Home Page with Category Listing
To list a category on the home page:
1.
On the Admin menu, select Catalog > Manage Categories.
2.
In the category tree, select the category that you want to use. Take note of the category ID
that appears in parentheses after the category title. For example: (ID:4)
3.
On the Admin menu, select CMS > Pages. Then, open your home page and do the
following:
a.
In the panel on the left, select Content.
b.
In the editor, “comment out” the current code by enclosing it in beginning and ending
comment tags.
<!-(your current home page code)
-->
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Product List on Home Page
Paste the following markup tag into the editor, substituting the ID of the category that
you want to appear:
{{block type="catalog/product_list" name="home.catalog.product.list"
alias="products_homepage" category_id="4"
template="catalog/product/list.phtml"}}
<!-(your current home page code)
-->
If you ever want to restore your previous home page, simply remove the comment tags
from the original code, and comment out the markup tag. If you don’t plan to ever use
the original code, it can be deleted from the page.
Home Page Content
4.
Click the Save Page button.
5.
In the message at the top of the workspace, click the Cache Management link.
6.
Select the checkbox for the invalid Layout cache. Then, click the Submit button to refresh
the cache.
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Design & Theme
In this section…
Your Store Design
Page Layout
Layout Updates
Page Setup
Your Store's Theme
CHAPTER 34:
Your Store Design
Magento provides a variety of easy-to-use design options that you can use to apply
your own customized look-and-feel to your store. To learn more advanced techniques,
such as how to use themes, skins, layouts, and blocks, see the Magento Design Guide.
Magento is an object-oriented environment with pages that are assembled from
separate components. For some, this approach requires a slightly different way of
thinking, because there isn’t a single HTML page that corresponds to any given page.
After you understand the basics, you’ll appreciate working in such a flexible and fluid
environment!
Topics in this chapter:
l
Uploading Your Logo
l
Uploading a Favicon
l
Welcome Message
l
Store Demo Notice
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Uploading Your Logo
The size of the logo in the header is determined by your theme. If your theme has a sample
logo, right-click and download the logo to make sure the new logo is the same size.
Logo In Header
The logo image path points to its location on the server. What is actually a long path is
entered as a short path that is relative to the theme. For example:
Actual path:
skin/frontend/base/default/images/logo.gif
Relative path:
images/logo.gif
The header image filename is hard-coded into some theme files. If you change the name of
the logo file, you will have to make updates to some source files. For non-programmers, the
easiest approach is to use the default filename, “logo.gif,” and write over the existing file.
To change the logo:
1.
On the server, copy your new logo file to the images folder of your theme. For example:
skin/frontend/base/default/images/logo.gif
2.
On the Admin menu, select System > Configuration. Then in the panel on the left, under
General, select Design.
3.
If you have multiple stores or views, set the Current Configuration Scope in the upper-left
corner to the store or view where the configuration applies. Then, clear the checkbox after
each field so new values can be entered.
4.
Click to expand the Header section. Then, do the following:
a.
If the path or filename has changed, enter it in the Logo Image Src field.
Logo Image Path
b.
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In the Logo Image Alt field, enter the alt text for the image. If the configuration is for
a different language view, enter the alt text in the appropriate language.
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c.
5.
Uploading a Favicon
If your store uses a responsive theme, in the Small Logo Image Src field, enter the
path to a version of the logo that is optimized for small devices.
When complete, click the Save Config button.
Uploading a Favicon
Favicon is short for “favorite icon,” and refers to the little icon on the tab of each browser
page. Depending on the browser, the favicon also appears in address bar, just before the
URL.
Favicons are generally 16 x 16 pixels or 32 x 32 pixels in size. Although Magento accepts
.ico, .png, .jpg, .jpeg, .apng, and .svg file types, not all browsers support these formats. The
most widely-supported file format to use for a favicon is .ico. There are many free tools
available online that you can use to generate an .ico image or convert an exiting image to
the .ico format.
Favicon in Address Bar
Process Overview:
Step 1: Create a Favicon
Step 2: Upload the Favicon to Your Store
Step 3: Refresh the Cache
Step 1: Create a Favicon
1.
Create a 16x16 or 32x32 graphic image of your logo, using the image editor of your choice.
2.
(Optional) Use one of the available online tools to convert the file to the .ico format. Then,
save the file to your computer.
Step 2: Upload the Favicon to Your Store
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under General, select Design. Then, click to expand the HTML
Head section.
3.
To upload a favicon, click the Choose File button. Then, select the favicon file that you
prepared.
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Uploading a Favicon
4.
To delete the current favicon, select the Delete Image checkbox.
5.
When complete, click the Save Config button.
Step 3: Refresh the Cache
1.
As soon as the favicon is uploaded, you are prompted to refresh the cache. Click the Cache
Management link in the message at the top of the workspace.
2.
In the list, select the Page Cache checkbox that is marked “Invalidated.”
3.
In the upper-right corner, set Actions to “Refresh” and click the Submit button.
4.
To view the new favicon, return to your storefront and press F5 to refresh the browser.
Changing the Welcome Message
The "Welcome" message in the upper-left corner expands to include the name of customers
who are logged in. You can change the text for each store or store view.
Welcome Message
To change the welcome message:
500
1.
On the Admin menu, select System > Configuration. Then in the panel on the left, under
General, select Design.
2.
If you have multiple stores or views, set the Current Configuration Scope in the upper-left
corner to the store or view where the configuration applies. Then, clear the checkbox after
each field so new values can be entered.
3.
Click to expand the Header section.
4.
In the Welcome text box, enter the text that you want to appear in the header,
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Store Demo Notice
Welcome Text
5.
When complete, click the Save Config button.
6.
When prompted to update the Page Cache, click the Cache Management link at the top of
the workspace. Then, follow the instructions to refresh the cache.
Store Demo Notice
If you are using a store as a demo, or if it is online but still “under construction,” you can
display a store demo notice at the top of the page. When you are ready to “go live” with the
store, simply remove the message.
To set the store demo notice:
1.
On the Admin menu, select System > Configuration. Then in the panel on the left, under
General, select Design.
2.
Click to expand the HTML Head section.
3.
Scroll down and set the Display Store Demo Notice to your preference.
4.
When complete, click the Save Config button.
Store Demo Notice
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CHAPTER 35:
Page Layout
The layout of each page in your store consists of distinct sections, or containers, that
define the header, footer, and content areas of the page. Depending on the layout, each
page might have one, two, three columns, or more. You can think of the layout as the
“floor plan” of the page.
Content blocks float to fill the available space, according to the section of the page
layout where they are assigned to appear. You will discover that if you change the
layout from a three-column to a two-column layout, the content of the main area
expands to fill the available space, and any blocks that are associated with the unused
side bar seem to disappear. However, if you restore the three-column layout, the blocks
reappear. This fluid approach, or liquid layout, makes it possible to change the page
layout without having to rework the content. If you are used to working with individual
HTML pages, you will discover that this modular, “building block” approach requires a
different way of thinking.
Topics in this chapter:
l
Standard Layouts
l
Storefront Examples
l
Layout Updates
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Standard Layouts
1 Column
The “1 Column” layout can be used to create a
dramatic home page with a large image or focal point.
It’s also a good choice for a landing page, or any
other page that has a combination of text, images,
and video.
2 Columns with Left Bar
The “2 Columns with Left Bar” layout is often used for
pages with navigation on the left, such as a catalog
or search results pages with layered navigation. It is
also an excellent choice for home pages that need
additional navigation or blocks of supporting content
on the left.
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2 Columns with Right Bar
With a “2 Columns with Right Bar” layout, the main
content area is large enough for an eye-catching
image or banner. This layout is also often used for
Product pages that have blocks of supporting content
on the right.
3 Columns
The “3 Column” layout has a center column that is
wide enough for the main text of the page, with room
on each side for additional navigation and blocks of
supporting content.
Empty
The “Empty” layout can be used to define custom
page layouts. To learn more, see the Magento
Design Guide.
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Storefront Examples
The column dimensions are determined by style sheet of the theme. Some themes apply a
fixed pixel width to the page layout, while others use percentages to make the page respond
to the width of the window or device.
Most desktop themes have a fixed width for the main column, and all activity takes place
within this enclosed area. Depending on your screen resolution, there is empty space on
each side of the main column.
1 Column Layout
The content area of a “1 Column” layout spans the full-width of the main column. This
layout is often used for a home page with a large banner or slider, or pages that require no
navigation, such as a login page, splash page, video, or full-page advertisement.
1 Column Layout
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2 Columns with Left Bar
The content area of this layout is divided into two columns. The main content column
floats to the right, and the side bar floats to the left.
2 Columns Left Bar
2 Columns with Right Bar
This layout is a mirror image of the other two-column layout. This time, the side bar floats
to the right, and the main content column floats to the left.
2 Columns Right Bar
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3 Columns
A 3-column layout has a main content area with two side columns. The left side bar and
main content column are wrapped together, and float as a unit to the left. The other side
bar floats to the right.
3 Columns
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Layout Updates
Layout Updates
Before you begin working with custom layout updates, it is important to understand how
the pages of your store are constructed, and the difference between the terms layout and
layout update. The term layout refers to the visual and structural composition of the page.
However, the term layout update refers to a specific set of XML instructions that
determines how the page is constructed.
The XML layout of your Magento Community Edition store is a hierarchical tree of blocks.
Some elements appear on every page, and others appear only on specific pages. You can see
how these structural blocks are referenced by examining the layout update code for your
home page. To do so, simply open your CMS home page in edit mode, and select the
Design tab to view the Page Layout section. Depending on the theme, it might contain
instructions to remove blocks, unset blocks, and add blocks by referencing specific areas of
the page layout.
In many cases, the same result can be achieved with a widget. To place a CMS static block
of content with a widget, you must identify the page, and location on the page, where you
want the block to appear. You can use the Widget tool to place a block on any generic page
of your store, including the home page and all CMS pages. However, to place a block in the
sidebar of a specific CMS page, you must make a layout update.
Placing a Block with a Layout Update
Blocks can be placed in the left or right column of a specific page by making a layout
update to the XML code. With a few simple changes to the code, you can position the block
in either column, and control its position in relation to other blocks.
As you work with the underlying code, you will encounter slightly different terminology.
For example, the term callout is sometimes used to refer to a block that is defined as a
layout update with XML code. The term sidebar refers to the left or right columns of the
page layout. For our general discussion, we use the terms block and column. However,
when entering layout update code, make sure to follow the syntax exactly as shown in the
example.
To place a block in a side column:
1.
On the Admin menu, select CMS > Pages > Manage Content.
2.
Click to open the CMS page. Then, in the panel on the left, select Design.
3.
In the Layout Update XML box, enter the code for the right or left sidebar, as shown in
example. Then, do the following:
a.
Change the reference name to identify either the “right” or “left” column.
b.
Change the block_id to the identifier of the block to be placed.
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Code for CMS Block in Side Column
<reference name="right">
<block type="cms/block" name="right.permanent.callout">
<action method="setBlockId"><block_id>your-block-id</block_id></action>
</block>
</reference>
4.
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When complete, click the Save Page button.
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Controlling Block Order
To control the order of blocks in an XML layout update, include a “before” or “after”
positioning property in the code. To place a block—either before, or after a specific block—
replace the hyphen with the block identifier, as shown in the following examples:
before="-"
Places the block at the top of the sidebar, before other blocks.
after="-"
Places the block at the bottom of the sidebar, after other blocks.
Code to Position CMS Blocks
<block type="cms/block" before="-" name="left.permanent.callout">
<block type="cms/block" before="some-other-block"
name="left.permanent.callout">
<block type="cms/block" after="-" name="left.permanent.callout">
<block type="cms/block" after="some-other-block"
name="left.permanent.callout">
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Standard Block Layout
In the following diagram, the block names that can be used to refer to a block in the layout
are black, and the block types, or block class paths, are blue.
Standard Block Layout
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Block Descriptions
BLOCK TYPE
DESCRIPTION
page/html
There can be only one block of this type per page. The block
name is "root," and, it is one of the few root blocks in the
layout.You can also create your own block and name it "root,"
which is the standard name for blocks of this type.
page/html_head
There can be only one block of this type per page. The block
name is "head," and it is a child of the root block. This block must
not be removed from layout.
page/html_notices
There can be only one block of this type per page. The block
name is "global_notices," and it is a child of the root block. If this
block is removed from the layout, the global notices will not
appear on the page.
page/html_header
There can be only one block of that type per page. The block
name is "header," and it is a child of the root block. This block
corresponds to the visual header at the top of the page, and
contains several standard blocks. This block must not be
removed.
page/html_wrapper
Although included in the default layout, this block is deprecated,
and only is included to ensure backward compatibility. Do not
use blocks of this type.
page/html_breadcrumbs
There can be only one block of this type per page. The name of
this block is "breadcrumbs," and it is a child of the header block.
This block displays breadcrumbs for the current page.
page/html_footer
There can be only one block of this type per page. The block
name is "footer," and it is a child of the root block. The footer
block corresponds to the visual footer at the bottom of the page,
and contains several standard blocks. This block must not be
removed.
page/template_links
There are two blocks of this type in the standard layout. The
"top.links" block is a child of the header block, and corresponds
to the top navigation menu. The "footer_links" block is a child of
the footer block, and corresponds to the bottom navigation menu.
It is possible to manipulate the template links, as shown in the
examples.
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BLOCK TYPE
DESCRIPTION
page/switch
There are two blocks of this type in a standard layout. The
"store_language" block is a child of the header block, and
corresponds to the top language switcher. The "store_switcher"
block is a child of the footer block, and corresponds to the bottom
store switcher.
core/messages
There are two blocks of this type in a standard layout. The
"global_messages" block displays global messages. The
"messages" block is used to display all other messages. If you
remove these blocks, the customer won't be able to see any
messages.
core/text_list
This type of block is widely used throughout Magento, and is
used as a placeholder for rendering children blocks.
core/profiler
There is only one instance of this type of block per page. It is
used for the internal Magento profiler, and should not be used for
other purposes.
Layout Update Syntax
Custom layout updates can be applied to product category pages, product pages, and CMS
page to achieve a variety of results, such as:
<block>
Create new block.
<reference>
Update existing content.
<action>
Assign actions to blocks.
<remove>
Remove blocks.
Any change made to the layout is applied when the associated entity—which can be either
a product, category, or CMS page—becomes active in the frontend of the store.
Custom layout update instructions consist of well-formed XML tags, without the <?xml
...> declaration and root tag. As with normal XML, every tag must either be empty or
properly closed, as shown in the following examples:
<tag attribute="value" />
<tag attribute="value"> ... </tag>
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<block>
Creates a new block within the current context. Layout block nesting defines the ordering of
block initialization location of the blocks on the page.
Syntax
NAME
type
VALUE
*
block class path
An identifier of the block class path that corresponds to the class of
the block. See the list of the available block types below.
name
*
block name identifier
A name that can be used to address the block in which this attribute
is assigned. If you create a new block with the name that is the
same as one of the existing blocks, your newly created block
substitutes the previously existing block. See the list of names of
existing blocks below.
before
block name | '-'
Is used to position the block before a block with the name specified
in the value. If "-" value used the block is positioned before all other
sibling blocks.
after
block name | '-'
Is used to position the block after a block with the name specified in
the value. If "-" value used the block is positioned after all other
sibling blocks.
template
template filename
A template filename used for the specific block type. As you have
no way to see the list of template files, use whatever template
value is demanded for every block type listed below.
as
block alias
An alias name by which a template calls the block in which this
attribute is assigned. Sometimes it's necessary to specify the alias
for a specific block type.
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<reference>
Changes the context for all included instructions to a previously defined block. An empty
<reference> tag if of no use, because it affects only the instructions which are children.
Syntax
NAME
name
VALUE
*
block name
A name of a block to reference.
<action>
Used to access block API, in other words, call block's public methods. It is used to set up
the execution of a certain method of the block during the block generation. Action child
tags are translated into block method arguments. The list of all available methods depends
on the block implementation (e.g. public method of the block class).
Syntax
NAME
method
VALUE
*
block method name
A name of the public method of the block class this instruction is
located in that is called during the block generation.
<remove>
Removes an existing block from the layout.
Syntax
NAME
name
VALUE
*
block name
The name of the block to be removed.
<extend>
This instruction performs final modifications to blocks which are already part of the layout.
Every attribute in the <block> instruction—except for the block name—is subject for
change. In addition,the special attribute parent can be used to change the parent of the
block. Simply put the name of the new parent block into the <extend> instruction, and the
parent of the block that is referenced will be changed in the layout.
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Syntax
NAME
VALUE
*
name
block name
The name of any block to be extended.
*
any other
Any other attribute specific for the <block> instruction.
parent
block name
The name of the block that should become a new parent for the
referenced block.
*
Indicates a required value
Layout Update Examples
The following blocks types can be manipulated with custom layout instructions. Each
action must be specified using the full syntax of the instruction. In the following examples,
a simplified notation is used to refer to each action, which corresponds to the full syntax of
the instruction.
Full Syntax
?
<!-- Action can be specified inside either a <block>
or <reference> instruction. -->
<action method="someActionName">
<arg1>Value 1</arg1>
<arg2>Value 2</arg2>
<!--
-->
<argN>Value N</argN>
</action>
<!--
-->
Simplified Syntax
?
someActionName($arg1, $arg2, ..., $argN)
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page/template_links
Syntax
ACTION
DESCRIPTION
addLink($label, $url, $title, $prepare
Adds another link to the end of the list of existing links. Just
specify the $label (link caption), $url (link URL) and
$title (link tooltip), and you'll see a new link in the
corresponding place. The $prepare parameter must be
"true" if you want the URL to be prepared, or converted to
the full URL from the shortened URL. For example, the new
page becomes BASE_URL/newpage if prepared.
removeLinkByUrl($url)
Removes a link from the block by its URL. Note that the
URL must be properly specified and exactly match
corresponding URL of the link you want to remove.
cms/block
Syntax
ACTION
setBlockId($blockId)
DESCRIPTION
Specifies the ID of a CMS block, so its content can be
fetched and displayed when the page is rendered.
?
<!--...-->
<reference name="content">
<block type="cms/block" name="additional.info" as="additionalInfo">
<action method="setBlockId"><id>additional_info</id></action>
</block>
</reference>
<!--
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core/text
A core/text block can be used to enter free form text directly into the template.
Syntax
ACTION
DESCRIPTION
addText($textContent)
Specifies text to be rendered as the block's content. After
the text is specified, the layout update instructions must
continue to be a valid XML statement. If you use HTML
tags as part of the text, it is recommended to use:
<![CDATA[...]]>
?
<!--...-->
<reference name="content">
<block type="core/text" name="test.block">
<action method="addText">
<txt><![CDATA[<h2>ATTENTION!</h2><p>Check your options
carefully before you submit.</p>]]></txt>
</action>
</block>
</reference>
<!--
-->
page/html_welcome
This block can be used to duplicate the “Welcome, <USERNAME>!” message that appears in
the header block. When the user is not logged in, the welcome message specified in the
configuration appears.
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XML Load Sequence
For developers, it is important to understand that blocks and layout updates must be
loaded in the correct order, in keeping with the rules of precedence and load sequence
which determine how the page is rendered. Magento supports the following page layout
scenarios:
Default Layout
The default layout consists of the visual elements that are visible from every page of the
store. Whether it is a menu item, or a shopping cart block, each item has a handle in the
default section of the layout definition.
Changes to Specific Pages
The second case allows you to create a different layout for a specific page. The XML layout
for specific pages is constructed in the same sequence that Magento loads modules, and is
determined by the system configuration.
In addition to the instructions in the layout update files which are specific to each module,
you can make a custom layout update that applies to a special case in the backend, and is
merged each time the special case occurs.
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CHAPTER 36:
Page Setup
The main sections of the page are controlled, in part, by a set of standard HTML tags.
Some of these tags control the selection of fonts, color, size, and background colors and
images that appear in each section of the page. Other settings control page elements
such as the logo that appears in the header, and the copyright notice in the footer. The
basic page properties can be set for the following sections of an HTML page from the
Admin:
l
HTML Head
l
Header
l
Footer
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HTML Head
CHAPTER 36: Page Setup
HTML Head
The settings in the HTML Head section correspond to the <head> tag of an HTML page
and can be configured for each store view. In addition to meta data for the page title,
description, and keywords, the section includes a link to the favicon, and miscellaneous
scripts. Instructions for search engine robots and the display of the store demo notice are
also configured in this section.
To configure the HTML Head:
1.
On the Admin menu, select System > Configuration. Then in the panel on the left, under
General, select Design.
2.
If you have multiple stores or views, set the Current Configuration Scope in the upper-left
corner to the store or view where the configuration applies. Then, clear the checkbox after
each field so new values can be entered.
3.
Update the fields as needed.
4.
When complete, click the Save Config button.
HTML Head
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HTML Head
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Favicon Icon
Store View
Uploads the small graphic image that appears in
the address bar and tab of the browser.
Default Title
Store View
The title that appears at the title bar of each page
when viewed in a browser. The default title is
used for all pages, unless another title is specified
for individual pages.
Title Prefix
Store View
A prefix can be added before the title to create a
two- or three-part title. A vertical bar or colon can
be used as a separator at the end of the prefix to
differentiate it from the text of the main title.
Title Suffix
Store View
A suffix can be added after the title to create a
two-or three part title. A vertical bar or colon can
be used as a separator at the end of the prefix to
differentiate it from the text of the main title.
Default Description
Store View
The description provides a summary of your site
for search engine listings and should not be more
than 160 characters in length.
Default Keywords
Store View
A series of keywords that describe your store,
each separated by a comma.
Default Robots
Store View
Instructions that tell search engines how to index
your site. Options include:
INDEX, FOLLOW
NOINDEX, FOLLOW
INDEX, NOFOLLOW
NOINDEX, NOFOLLOW
Miscellaneous Scripts
Store View
An input box that where you can upload
miscellaneous scripts to the server. For example,
any third-party JavaScript that must be placed
before the <body> tag, can be entered here.
Display Demo Store
Notice
Store View
Controls the display of the demo store notice at
the top of the page. Options include: Yes / No
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Header
CHAPTER 36: Page Setup
Header
The Header section identifies the path to the logo file, and specifies the logo alt text and
welcome message.
Header
To configure the header:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under General, select Design.
3.
Click to expand the Header section. Then, make any changes necessary.
4.
When complete, click the Save Config button.
Field Descriptions
FIELD
524
SCOPE
DESCRIPTION
Logo Image Src
Store View
Identifies the path to the logo that appears in the
header.
Logo Image Alt
Store View
The Alt text that is associated with the logo.
Small Logo Image Src
Store View
Identifies the path to a smaller version of the logo
that is used with responsive themes and
optimized for a small screen.
Welcome Text
Store View
The welcome message appears in the header of
the page and includes the name of customers who
are logged in.
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Footer
Footer
The Footer configuration section is where you can update the copyright statement that
appears at the bottom of the page, and enter miscellaneous scripts.
Footer Configuration
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Copyright
Store View
The copyright statement that appears at the
bottom of each page. To include the copyright
symbol, use the HTML character entity: &copy;
Miscellaneous HTML
Store View
An input box where you can upload miscellaneous
scripts to the server. For example, third-party
JavaScript— such as an analytics tracking
code—that must be placed after the <body> tag,
can be entered here.
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Footer
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Notes
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CHAPTER 37:
Your Store’s Theme
A theme is a collection of files that determines the visual presentation of your store.
You might think of a theme as the “window dressing” of your store. When you first
install Magento Community Edition, the design elements of the store are based on the
“Default” Theme. In addition to the initial default theme that comes with your Magento
installation, there is a wide variety of themes that are available “off the shelf” on
Magento Connect.
Magento themes include layout files, template files, translation files, and skins. A skin
is a collection of supporting CSS, images, and JavaScript files that together, create the
visual presentation and interactions that your customers experience when they visit
your store. Themes and skins can be modified and customized by a developer or
designer who has knowledge of Magento theme design and access to your server. To
learn more, see the Designer’s Guide to Magento.
Topics in this chapter:
l
Responsive Web Design
l
Using the Default Theme
l
Installing a New Theme
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Design Packages
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Design Packages
A design package is simply a collection of related themes. There can be any number of
design packages installed, but there must always be one that serves as the base package for
the installation. The base package is named “default.”
Each package contains a default theme. In addition, the package might contain any
number of variations of the default theme. Themes contain the files that determine the
visual presentation of each page, and how the elements on the page interact with the user.
Magento themes contain templating information (layout files, template files, theme-specific
translation files) and skinning information (CSS files, images, and theme-specific
JavaScript files). Each theme can belong to only one design package.
Packaging Variations
You can also set up exceptions to dynamically change the package when a specific user
agent, such as a mobile device, tablet, or desktop browser, is detected. Exceptions can also
be applied at the theme level. The names that are used to identify user agents are
constantly evolving, along with the technology. You can search on the Internet for a list of
user agent strings.
For an installation with multiple stores, each store in the hierarchy can have a separate
theme, share the same theme, or a combination of both. The design package and theme can
be assigned at either the website and/or store view level. If you assign a package at the
website level, all stores in the website inherit the package. To override the default package,
you can assign a different package at the store, or store view level. If no additional
packages are available, the system falls back to the default package.
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Design Packages
Before a design package can be assigned, it must be copied to the server. If you purchase
and install a design package or theme from Magento Connect, the necessary files are copied
to your server automatically. However, it might need to update the configuration with the
name of the package, theme, or both. The developer of any design package or theme
typically provides specific configuration instructions.
To assign a design package:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left under General, select Design.
3.
Click to expand the Package section. Then, do the following:
a.
To assign the package to a specific store view, set the Current Configuration Scope in
the upper-left corner to the store view where the configuration applies. Then, clear the
Use Default checkbox next to the Current Package Name field.
b.
Enter the Current Package Name in lower-case characters.
Package
4.
To add an exception for a specific user agent, click the Add Exception button. Then, do the
following:
a.
In the Matched Expression field, enter the standard name for the user agent to be
matched. For multiple entries, separate each with a vertical bar.
b.
In the Value field, enter the name of the package to be used as the exception.
c.
Repeat these steps to add as many exceptions as necessary.
Add Exception
5.
When complete, click the Save Config button.
6.
When prompted to update the cache, click the Cache Management link and follow the
instructions.
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Field Descriptions
SCOPE
FIELD
Current Package Name
Store View
DESCRIPTION
The name of the design package that is used for
the store. If left blank, the default package name
is “default.”
A design package consists of a base theme, and
any number of variant themes and associated
files. The base theme and related themes contain
the files that determine the visual presentation
and user interaction of the store. A theme can be
associated with only one design package.
A variant theme might include only a few
modified elements from the base theme. For
example, you might create a special skin to use
for the holiday season.
Magento follows a fall-back model to locate the
design resources and assets within the package
that are needed to render a page.
BUTTONS
Add Exception
Specifies an alternative package to be used for a
specific user agent, such as a device or browser.
Enter exceptions in the order that you want them
to be discovered.
For example, to use a package for the iPhone,
enter an exception where the Matched
Expression is “iPhone” and the Value is the name
of the package to be used.
Delete
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Removes an exception from the package.
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Theme Assets
Theme Assets
The assets associated with a theme are organized in the skin folder. JavaScript libraries
which are shared across themes, are placed in the js/ directory at the Magento root.
FILE TYPE
CSS
DESCRIPTION
Directory that contains the CSS files that control the visual styling that is
associated with the skin. Location on server:
[magento]/skin/frontend/[designPackage]/[theme]/css
Images
Directory that contains all images used by the theme, including buttons,
background textures, and so on. Location on server:
[magento]/skin/frontend/[designPackage]/[theme]/images
JS
Directory that contains theme-specific JavaScript routines and callable
functions. Location on server:
[magento]/skin/frontend/[designPackage]/[theme]/ja
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CSS Settings
As part of an effort to optimize your site and reduce page load time, you can reduce the
number of separate CSS files by merging them into a single condensed file. If you open a
merged CSS file, you’ll find one continuous stream of text, with line breaks removed.
Because you can’t edit the merged file, it’s best to wait until you are out of the development
mode, and no longer making frequent changes to the CSS.
To merge CSS files:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left under Advanced, select Developer.
3.
Click to expand the CSS Settings section.
4.
Set Merge CSS Files to “Yes.”
CSS Settings
5.
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When complete, click the Save Config button.
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Theme Assets
JavaScript Settings
Multiple JavaScript files can be merged into a single, condensed file to reduce page load
time. If you open a merged JavaScript file, you’ll find one continuous stream of text, with
line breaks removed. If you are finished with the development process, and the code
contains no errors, you might consider merging the files.
To merge JavaScript files:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left under Advanced, select Developer.
3.
Click to expand the JavaScript Settings section.
4.
Set Merge JavaScript Files to “Yes.”
JavaScript Settings
5.
When complete, click the Save Config button.
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Responsive Web Design
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Responsive Web Design
Responsive design is an approach to web page creation that flows the page layout to fit the
visitor’s screen size and orientation, and changes the layout accordingly. The Magento
default responsive theme features style sheets that support flexibility for layouts and
images, and helps provide a pleasing experience for site visitors using mobile devices. By
comparison, non-responsive sites or sites not optimized for smaller screens or mobile
devices are often slow or difficult to read, and offer a clunky mobile eCommerce experience.
Responsive Theme on Tablet and Smartphone
Benefits of using the Magento default responsive theme include:
l
l
l
You can get a tablet and smart phone friendly responsive site in about half the time as
before, speeding time to market and freeing up resources for other projects.
Your responsive site makes you better able to participate in the fast growing mobile
commerce space, and gives you the ability to create a website that is more easily
adapted to new opportunities and less expensive to maintain. A responsive site also
offers potential search engine optimization (SEO) benefits from using Google’s preferred
approach to mobile-optimizing sites.
You no longer need to develop separate content per device. The default theme is easy to
customize for simple sites, and provides a powerful starting point for developing themes
for more complex sites.
To learn more about creating custom responsive themes, see the Responsive Theme
Developer's Guide.
Using the Default Theme
The default Magento Community Edition theme uses Responsive Web Design (RWD)
principles. Responsive web design enables you to use a single theme to present your
storefront to your customers regardless of which device they use to access it. The theme is
built using modern technologies and incorporates best practices for mobile sites and
experiences.
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Responsive Web Design
Technologies used in Magento’s default responsive theme include Sass/Compass and
jQuery in noConflict() mode. Additional JavaScript libraries are discussed in more
detail in the Responsive Theme Developer’s Guide. The responsive theme code is located on
the server in the following directories, relative to your Magento installation:
Code Location
app/design/frontend/rwd
skin/frontend/rwd
To view the default theme:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under General, select Design.
3.
Click to expand the Package section. The new responsive theme is enabled by default. The
default package name is “rwd.”
Default RWD Theme Package
4.
Click to expand the Themes section. The Default theme name is “default” (although the
field appears blank).
Default RWD Theme
5.
When complete, click the Save Config button.
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Installing a New Theme
CHAPTER 37: Your Store’s Theme
Installing a New Theme
When you first install Magento, the design elements of the store are based on the “Default”
Theme. You can modify the theme, add themes created by others, or create new ones. To
learn more, see the Designer’s Guide to Magento.
Magento Connect contains hundreds of extensions, which are add-ons to Magento that can
extend the functionality or enhance the appearance of your store. The following example
shows how to add a mobile theme from Magento Connect.
Magento Connect
To install a new theme:
536
1.
Go to Magento Connect.
2.
In the upper-right corner, click to extend the All Platforms list, and choose Enterprise
3.
You can browse through the available themes based on price or popularity, or do a keyword
search. For more information, click the thumbnail of any theme.
4.
To get the registration key, you must be a registered Magento Community Edition owner
and be logged into your account. Then, click the Install Now button to get the license key.
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CHAPTER 37: Your Store’s Theme
Installing a New Theme
Install Now
5.
To complete the process, follow the instructions to install an extension from Magento
Connect.
To activate the theme for your store:
1.
On the Admin menu, select System > Configuration. In the panel on the left, under
General, select Design.
2.
Click to expand the Themes section. Then, do the following:
Themes
3.
In the Default field, enter the name of the theme. The name of the Magento demo store
theme is “mds.”
4.
If you want to use an alternate them for different browsers or devices, do the following:
a.
Click the Add Exception button.
The Add Exception button is used to use a different theme for specific browsers. For
example, a theme that is optimized for mobile can be used whenever a mobile device is
detected.
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Add Exception
b.
In the Matched Expression field, enter the name of the browser or device that triggers
the use of the alternate theme. If there are multiple browsers, separate the name of
each with a vertical bar. For example, because the mobile theme can be used with
multiple devices, you can enter them all in the Match Expression field, as follows:
Android|Blackberry|Googlebot-Mobile|iPhone|iPod|mobi|Palm|Opera
Mini|Windows Mobile
c.
In the Value field, enter the name of the theme. In this example, the value is “Mobile.”
5.
Click the Save Config button on the top right of the page.
6.
Test the new theme from your store. If you installed an exception for different browsers,
view the store with each browser or device.
If the new theme uses a different page layout than your current home page, you might
need to change its page layout setting to match the theme.
Field Descriptions
FIELD
538
SCOPE
DESCRIPTION
Translations
Store View
Identifies the theme that contains the translation
data for this store view.
Templates
Store View
Identifies the theme that contains the templates
used for this store view.
Skin (Images/ CSS)
Store View
Identifies a theme variation that is applied to this
store view.
Layout
Store View
Identifies the theme that determines the layout of
this store view.
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Installing a New Theme
Field Descriptions (cont.)
FIELD
SCOPE
Default
Store View
DESCRIPTION
Identified the theme that is used as the default for
this store view.
BUTTONS
Add Exception
Specifies an alternative theme to be used for a
specific device.
For example, to use the iPhone theme you can
add a theme exception where the Matched
Expression is “iPhone” and the Value is the name
of the theme to be used.
Delete
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Deletes the exception.
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Changing UI Text
CHAPTER 37: Your Store’s Theme
Changing UI Text
You can use the Translate Inline tool to touch up the text in the interface to reflect your
voice and brand. If your store is available in multiple languages, you can make fine
adjustments to the translated text for the locale. It’s easy to edit field labels, messages, and
other text that appears throughout the storefront and Admin.
For example, many themes use terminology such as “My Account,” “My Wishlist,” and “My
Dashboard,” to help customers find their way around. However, you might prefer to simply
use the words “Account,” “Wishlist,” and “Dashboard.”
When the Translate Inline mode is activated, all text on the page that can be edited is
outlined in red. To use the Inline Translator without disrupting the shopping experience of
customers in the store, add your IP address to the Developer Client Restrictions whitelist.
On the server, interface text is maintained in a separate CSV file for each output block, and
organized by locale. As an alternate approach, the CSV files can be edited and updated on
the server.
Make sure that your browser is set to allow pop-ups.
Step 1: Disable Output Caches
1.
On the Admin menu, select System > Cache Management.
2.
Select the following checkboxes:
3.
l
Blocks HTML output
l
Translation
Set the Actions control to “Disable.” Then, click the Submit button.
Disable Output Caches
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Changing UI Text
Step 2: Activate the Translate Inline Tool
1.
On the Admin menu, select System > Configuration.
2.
To work with a specific store view, set Current Configuration Scope to the store view to be
updated.
3.
In the panel on the left under Advanced, select Developer.
4.
Click to expand the Translate Inline section. Then, do the following:
a.
Set Enabled for Frontend to “Yes.”
For a specific store view, you must first clear the Use Website checkbox. The Enabled
for Admin option is not available when editing a store view.
Translate Inline
5.
When complete, click the Save Config button.
Step 3: Update the Text
1.
Open your storefront in a browser, and go to the page that you want to edit. If necessary,
select the store view from the language switcher in the upper-left corner.
Each string of text that can be translated is outlined in red. When you hover over any text
appears.
box, a book icon
Translatable Text
2.
Click the book icon
to open the Translation window. Then, do the following:
a.
If the change is for a specific store view, select the Store View Specific checkbox.
b.
Enter the Custom text.
c.
Click the Submit button.
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Enter Custom Text
3.
To see your changes in the store, press the F5 key to refresh the browser.
4.
Repeat this process for any elements in the store to be changed.
Step 3: Restore Original Settings
1.
2.
On the Admin menu, select System > Developer.
a.
In the panel on the left under Advanced, select Developer.
b.
Click to expand the Translate Inline section.
a.
Set Enabled for Frontend to “No.”
b.
Click the Save Config button.
On the Admin menu, select System > Cache Management. Then, do the following:
a.
b.
Select the following checkboxes:
l
Blocks HTML output
l
Translation
Set the Actions control to “Enable.” Then, click the Submit button.
Enable Output Caches
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Changing UI Text
Field Descriptions
FIELD
Enable for Frontend
SCOPE
Store View
DESCRIPTION
Activates the Inline Translator for the storefront.
The interface text can be edited for each store
view.
To use the Inline Translator without interfering
with the live store, add your IP address to the
Developer Client Restrictions whitelist.
Enable for Admin
Global
Magento Community Edition User Guide, Version 1.9.2
Activates the Inline Translator for the Admin.
Unlike the storefront, the Admin cannot be
translated into multiple languages. However, the
field labels and other text in the interface can be
changed.
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Notes
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Customers
In this section…
Customer Accounts
Customer Groups
CHAPTER 38:
Customer Accounts
The header of every page in your store extends an invitation for shoppers to “Log in or
register” for an account with your store. Customers who open an account with your
store enjoy a range of benefits, including:
Faster Checkout
Registered customers move through checkout faster because much of the information is
already in their accounts.
Ability to Self-Serve
Registered customers can update their information, check the status of orders, and even
reorder from their account dashboard.
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Account Configuration
CHAPTER 38: Customer Accounts
Account Configuration
The customer account settings determine the information that you collect during customer
registration, and the experience customers have during the process.
Topics in this section include:
548
l
Account Scope
l
Login Landing Page
l
Basic Account Options
l
Name and Address Options
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Password Options
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CHAPTER 38: Customer Accounts
Customer Account Scope
Customer Account Scope
The scope of customer accounts can be limited to the website where the account was
created, or shared with all websites and stores in the store hierarchy.
To set the scope of customer accounts:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Customers, select Customer Configuration.
3.
Click to expand the Account Sharing Options section.
Account Sharing Options
4.
5.
Set Share Customer Accounts to one of the following:
Global
To share customer account information with every website and store in
the Magento installation.
Per Website
To limit customer account information to the website where the account
was created.
When complete, click the Save Config button.
Field Descriptions
FIELD
Share Customer
Accounts
SCOPE
Global
DESCRIPTION
Determines the scope of customer accounts in
the store hierarchy. Options include:
Global
Customer account information
is shared with every website
and store in the Magento
installation.
Per Website
Customer account information
is limited to the website where
the account was created.
Login Landing Page
Depending on the configuration, customers can be redirected to their account dashboard, or
continue shopping after they log in to their accounts.
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Login Options
To set the login landing page:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Customers, select Customer Configuration.
3.
Click to expand the Login Options section.
4.
Set Redirect Customer to Account Dashboard after Logging in to one of the following:
5.
550
Yes
The account dashboard appears when customers log in to their accounts.
No
Customers can continue shopping after logging in to their accounts.
When complete, click the Save Config button.
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Customer Account Scope
Basic Account Options
In the customer configuration, the basic account options are combined with advanced
options related to VAT ID Validation. The following instructions show how to complete
only the basic customer account options, which are highlighted in the following screenshot.
To learn about the advanced options, see: VAT ID Validation.
Create New Account Options
To set up the basic customer account options:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Customers, select Customer Configuration.
3.
Click to expand the Create New Account Options section. Then, do the following:
4.
a.
Set Default Group to the customer group that is assigned to new customers when an
account is created.
b.
Enter the Default Email Domain for the store. For example: mystore.com
c.
Set Default Welcome Email to the template that is used for the Welcome email sent to
new customers.
d.
Set Email Sender to the store contact that appears as the sender of the Welcome
email.
e.
To require that customers must confirm their request to open an account with your
store, set Require Emails Confirmation to “Yes.” Then, set Confirmation Link Email
to the template that is used for the confirmation email.
f.
Set Welcome Email to the template that is used for the Welcome message that is sent
after the account is confirmed.
When complete, click the Save Config button.
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Field Descriptions
FIELD
SCOPE
DESCRIPTION
Default Group
Store View
Identifies the initial customer group assigned
when an account is created.
Default Email Domain
Store View
Identifies the default email domain for the store.
For example: mystore.com
Default Welcome Email
Store View
Identifies the email template used for the default
Welcome email.
Email Sender
Store View
Identifies the store contact that appears as the
sender of the Welcome email.
Require Emails
Confirmation
Website
Determines if a request to create an account
requires confirmation from the customer.
Confirmation Link Email
Store View
Identifies the email template that is used for the
confirmation email. Default template: New
account confirmation key
Welcome Email
Store View
Identifies the email template that is used for the
Welcome message that is sent after the account
is confirmed.
Name and Address Options
The fields that are included in the customer registration form, and the format of the street
address are set in the Customer Configuration. When all fields are used, the registration
form includes the full name, including the middle initial, with drop-down lists for the
prefix and suffix. The registration form can also include the date of birth, gender, and Tax
ID or VAT number.
To configure the customer name and address:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Customer, select Customer Configuration.
3.
Click to expand the Name and Address Options section.
4.
Enter the Number of Lines in a Street Address. If left blank, the street address defaults to
2.
5.
To include a prefix before the name, do the following:
a.
552
Set Show Prefix to one of the following:
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CHAPTER 38: Customer Accounts
b.
6.
b.
8.
Optional
l
Required
In the Prefix Dropdown Options field, enter each prefix that you want to appear in the
list, separated by a semicolon. Place a semicolon before the first value to display an
empty value at the top of the list.
To include a suffix after the name, do the following:
a.
7.
l
Customer Account Scope
Set Show Suffix to one of the following:
l
Optional
l
Required
In the Suffix Dropdown Options field, enter each prefix that you want to appear in the
list, separated by a semicolon. Place a semicolon before the first value to display an
empty value at the top of the list.
To include additional fields, do the following:
a.
Set Show Date of Birth to “Yes.”
b.
Set Show Tax/VAT Number to “Yes.”
c.
Set Show Gender to “Yes.”
When complete, click the Save Config button.
Name and Address Options
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Field Descriptions
FIELD
SCOPE
DESCRIPTION
Number of Lines in a
Street Address
Website
Determines the number of lines in the street
address. The street address consists of one to
four lines. If the field is blank, the default street
address of two lines is used.
Show Prefix
Website
Determines if the customer name includes a
prefix at the beginning, such as Mr., Mrs., and so
on. Options include:
No
Optional
Required
Prefix Dropdown Options
Website
Defines the list of prefix options. Separate values
with a semicolon. Place a semicolon before the
first value to display an empty value at the top of
the list.
Show Middle Name (initial) Website
Determines if the middle initial is included as part
of the customer name. When used, the middle
initial is not a required field. Options include: Yes /
No
Show Suffix
Determines if the customer name includes a
suffix at the end, such as Jr., Sr., III, and so on.
Options include:
Website
No
Optional
Required
Suffix Dropdown Options
Website
Defines the list of suffix options. Separate values
with a semicolon. Place a semicolon before the
first value to display an empty value at the top of
the list.
Show Date of Birth
Website
Determines if the customer date of birth is
included in the name and address form. Options
include:
No
Optional
Required
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Customer Account Scope
Field Descriptions (cont.)
FIELD
Show Tax/VAT Number
SCOPE
Website
DESCRIPTION
Determines if the Tax or VAT number is included
in the name and address form. Options include:
No
Optional
Required
Show Gender
Website
Determines if gender is included in the name and
address form.
Options include:
No
Optional
Required
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Password Options
CHAPTER 38: Customer Accounts
Password Options
The customer password options determine the email templates that are used when
customers forget their passwords, and the lifetime of the password recovery link. You can
allow customers to change their own passwords, or require that only store administrators
can do so.
To configure customer password options:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left under Customers, select Customer Configuration.
3.
Click to expand the Password Options section. Then, do the following.
4.
a.
Set Forgot Email Template to the template that is used for the email sent to
customers who have forgotten their passwords.
b.
Set Remind Email Template to the template that is used when a password hint is sent
to customers.
c.
Set Forgot and Remind Email Sender to the store contact that appears as the sender
of the Forgot Email and Remind Email notifications.
d.
In the Recovery Link Expiration Period field, enter the number of days before the
password recovery link expires.
e.
To require that only the store administrator can change customer passwords, set
Require admin user to change user password to “Yes.”
When complete, click the Save Config button.
Password Options
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Password Options
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Forgot Email Template
Store View
Identifies the email template that is used when
customers forget their passwords. Default
template: Forgot Password
Remind Email Template
Store View
Identifies the email template that is used when
customers receive a password reminder, or hint.
Default template: Remind Password
Forgot and Remind Email
Sender
Store View
Determines the store contact that appears as the
sender of the Forgot and Remind Password
emails.
Recovery Link Expiration
Period (days)
Global
Specifies the number of days before a password
recovery link expires.
Require admin user to
change user password
Global
Determines if customers can change their own
passwords, or if a store administrator must make
the change. Options include: Yes / No
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CHAPTER 38: Customer Accounts
Changing the Welcome Message
The "Welcome" message in the upper-left corner expands to include the name of customers
who are logged in. You can change the text for each store or store view.
Welcome Message
To change the welcome message:
1.
On the Admin menu, select System > Configuration. Then in the panel on the left, under
General, select Design.
2.
If you have multiple stores or views, set the Current Configuration Scope in the upper-left
corner to the store or view where the configuration applies. Then, clear the checkbox after
each field so new values can be entered.
3.
Click to expand the Header section.
4.
In the Welcome text box, enter the text that you want to appear in the header,
Welcome Text
558
5.
When complete, click the Save Config button.
6.
When prompted to update the Page Cache, click the Cache Management link at the top of
the workspace. Then, follow the instructions to refresh the cache.
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CHAPTER 38: Customer Accounts
Customer Account Login
Customer Account Login
Customer have easy access to their accounts from every page in your store. Depending on
the configuration, customers can be redirected to their account dashboard, or continue
shopping after they log in to their accounts. When customers forget their passwords, a reset
link is sent to the email address that is associated with the account.
Account Login
To log in to your customer account:
1.
From the header of your store, click the Log in link.
2.
When prompted, enter the Email Address that is associated with your account, and your
Password. Then, click the Log In button.
To reset your password:
1.
From the Login page, click the Forgot Your Password? link.
2.
When prompted, enter the Email Address that is associated with your account, and click
the Submit button.
If the email address you entered matches the one that is associated with the account, you
will receive a "Password Reset Confirmation" email with a link to reset your password.
3.
Click the link in the email, and when prompted, enter your New Password. Enter it again
to confirm, and click the Reset a Password button.
Your new password must be six or more characters in length, without spaces.
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After you are notified that the password has been updated, you can use the new password
to log in to your account.
Account Dashboard
Customers can access their account dashboard by clicking the “My Account” link in the
header of the store. They can use their account dashboard to view and modify their
information, including past and current addresses, billing and shipping preferences,
newsletter subscriptions, wishlist, and more.
Account Dashboard
Account Information
Customers can update their account information and change their password, as needed.
Address Book
The customer address book includes the default billing and shipping address, and
additional address entries.
My Orders
Displays a list of all customer orders, with a link to each. If enabled in the configuration,
any order can be reordered by simply clicking the Reorder link.
Billing Agreements
Displays a list of any customer billing agreements.
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Account Dashboard
Recurring Profiles
Displays a list of any products that are purchased on a recurring basis, as a subscription.
My Product Reviews
Displays a list of all product reviews submitted by the customer, with a link to each.
My Wishlist
Displays the customer's wishlist. Products from the wishlist can be added to the cart.
My Applications
This section is a placeholder for API applications that link the customer account to other
applications or extensions.
Newsletter Subscriptions
Lists all available newsletters,. Those to which the customer is currently subscribed have a
checkmark.
My Downloadable Products
Lists all downloadable products the customer has purchased, with a link to each.
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Notes
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CHAPTER 39:
Customer Groups
The customer group determines which discounts are given to a customer, as defined by
price rules, and the tax class that is associated with the group. The default customer
groups are General, Not Logged In, and Wholesale.
In this chapter:
l
Creating a Customer Group
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Creating a Customer Group
Customer groups can be referenced in promotional price rules and associated with specific
tax classes. Follow these steps to create the customer groups you need for your store.
To create a customer group:
1.
On the Admin menu, select Customers > Customer Groups.
Customer Groups
2.
To create a new group, click the Add New Customer Group button. Then, do the following:
a.
Enter a unique Group Name to identify the group from the Admin. The name must be
less than 32 characters.
b.
Select the Tax Class that applies to the group.
Group Information
3.
When complete, click the Save Customer Group button.
To edit a customer group:
564
1.
On the Admin menu, select Customers > Customer Groups.
2.
In the list, click to open the record.
3.
Make the necessary changes.
4.
When complete, click the Save Customer Group button.
Magento Community Edition User Guide, Version 1.9.2
Sales & Orders
In this section…
Managing Orders
Assisted Shopping
Order Fulfillment
Store Credit & Refunds
Sales Document Setup
CHAPTER 40:
Managing Orders
In this chapter , we explore what happens after a customer places an order, and the
time the order is delivered. You will learn how to offer shopping cart assistance, fulfill
orders, print invoices, collect payment, process credit memos, manage returns, and
more.
Topics in this chapter:
l
Order Process Overview
l
Order Stages
l
Guest Checkout
l
Minimum Order Amount
l
Terms and Conditions
Additional Resources
Consumer Attitudes on Shopping Cart Abandonment
Increasing Average Order Value
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Order Process Overview
Order Submitted
During checkout, the customer reviews the order, agrees to the Terms and Conditions, and
clicks the Place Order button. Customers receive a confirmation of their orders, with a link
to their customer account.
Order “Pending"
Before payment is processed the status of a sales order is “Pending.” At this point, the order
can still be canceled.
Payment Received
Depending on the payment method, you, may be notified when the transaction is
authorized and in some cases, processed. The status of the invoice is now “Processing.”
Order Invoiced
Sometimes an order is invoiced before payment is received. In this example, the invoice is
generated and submitted after the credit card payment has been authorized and processed.
After the invoice is generated and submitted, a copy is sent by email to the customer.
Order “Processing”
When the customer logs into his account to check on the order, the status is still
"Processing."
Order Shipped
The shipment is submitted, and packing slips printed. You ship the package, and the
customer is notified by email. Congratulations! You’re in business.
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Order Stages
Order Stages
The Sales menu lists transactions according to where they are in the order workflow. You
might think of each of these as a possible stage in the life of an order.
Orders
When an order is created, either from the storefront or
in the Admin, a sales order is created as a temporary
record of the transaction. Sales orders can be seen
from the Admin by selecting the Orders option from
the Sales menu. Payment has not yet been
processed and the order can still be canceled.
Invoices
An invoice is a record of the receipt of payment for an
order. Creating an invoice converts the temporary
sales order into a permanent record of an order,
which can no longer be canceled. Multiple invoices
can be created for a single order, each containing as
much 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.
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Credit Memos
A credit memo is a record of a refund. A product
cannot be refunded until it has been paid (which
means that it has been invoiced). This means that
you are not able to create a credit memo before an
invoice has been created. The credit memo serves
as a record of a refund, but it is not a record of the
actual return of funds to the customer.
Transactions
The Transactions page lists all payment activity that
has taken place between your store and a payment
system, and provides access to more detailed
information.
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Guest Checkout
Guest Checkout
Your store can be configured to require that customers open an account before making a
purchase, or to allow unregistered guests to go through checkout.
To allow guest checkout:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left under Sales, select Checkout.
3.
Click to expand the Checkout Options section.
4.
Set Allow Guest Checkout to “Yes.”
Checkout Options
5.
Click the Save Config button.
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Minimum Order Amount
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Minimum Order Amount
Order subtotals can be required to meet a minimum amount, after any discounts have been
applied. Orders shipped to multiple address can be required to meet the minimum order
amount per address. The Proceed to Checkout button becomes available only when the
minimum order amount is reached.
Default Minimum Order Message in Shopping Cart
To configure the minimum order amount:
572
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Sales.
3.
Click to expand the Minimum Order Amount section. Then, do the following:
a.
To require a minimum order amount, set Enable to “Yes.”
b.
Enter the Minimum Amount required for the subtotal, after discounts are applied.
c.
To display a message at the top of the shopping cart that differs from the default,
enter the text in the Description Message box. Leave blank to use the default message.
d.
To display an error message that differs from the default, enter the text in the Error to
Show in Shopping Cart box.
e.
To require that each address in a multi-address order meet the minimum order
amount, set Validate Each Address Separately in Multi-address Checkout to “Yes.”
f.
To display a message at the top of the shopping cart that differs from the default for
orders shipped to multiple addresses that do not meet the minimum order
requirement, enter the test in the Multi-address Description Message box.
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g.
4.
Minimum Order Amount
To display an error message that differs from the default for orders shipped to multiple
addresses that do not meet the minimum order amount, enter the text in the Multiaddress Error to Show in Shopping Cart box.
When complete, click the Save Config button.
Minimum Order Amount
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Field Descriptions
FIELD
SCOPE
DESCRIPTION
Enable
Website
Determines if a minimum order amount is set for
the site. Options include: Yes / No
Minimum Amount
Website
Specifies the minimum subtotal, order after
discounts are applied.
Description Message
Store View
Determines the message that appears at the top
of the shopping cart when the cart total is less
than the minimum order amount. If left blank, the
following default message appears:
Minimum order amount is $[minimum_amount]
574
Error to Show in Shopping
Cart
Store View
Determines the message that appears from the
mini shopping cart or checkout link when the order
amount is less than the minimum order amount
required. If left blank, a default message appears.
Validate Each Address
Separately in Multiaddress Checkout
Website
For multi-item orders, determines if order items
going to separate addresses much meet the
minimum order amount. Options include: Yes / No
Multi-address Description
Message
Store View
For multi-address orders, determines the
message that appears in the shopping cart if the
items sent to an address are less than the
minimum order amount.
Multi-address Error to
Show in Shopping Cart
Store View
For multi-address orders, determines the
message that appears from the mini shopping cart
or checkout link when the order amount is less
than the minimum order amount required. If left
blank, a default message appears.
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CHAPTER 40: Managing Orders
Terms and Conditions
Terms and Conditions
When Terms and Conditions are enabled, customers must select a checkbox to verify that
they agree to the terms and conditions of the sale. The Terms and Conditions message and
checkbox appear during Order Review between the Totals section and the Place Order
button. The transaction cannot be finalized until the customer selects the checkbox to agree
to the terms and conditions of the sale.
Terms and Conditions at Checkout
Process Overview:
Step 1: Enable Terms and Conditions
Step 2: Describe Your Terms and Conditions
Step 3: Format the Content
Step 1: Enable Terms and Conditions
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Checkout. Then, click to expand the Checkout
Options section.
3.
Make sure that Enable Onepage Checkout is set to “Yes.” Otherwise, the Terms and
Conditions checkbox will not appear during checkout.
4.
To display the terms and conditions checkbox during checkout, set Enable Terms and
Conditions to “Yes.”
5.
When complete, click the Save Config button.
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Checkout Options
Step 2: Describe Your Terms and Conditions
1.
On the Admin menu, select Sales > Terms and conditions.
2.
In the upper-right corner, click the Add New Condition button.
3.
In the Terms and Conditions Information section, complete the following:
Terms and Conditions Information
a.
Enter the Condition Name. The name is for internal reference only.
b.
Set Status to “Enabled.”
Step 3: Format the Content
1.
2.
576
Set Show Content as to one of the following:
Text
Displays the terms and conditions content as unformatted text.
HTML
Displays the terms and conditions content as HTML, which can be
tagged and formatted.
Identify the Store View where the Terms and Conditions will appear.
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Setting Up Sales Email
3.
Enter the Checkbox Text that you want to appear as a label with the checkbox. For
example, you could use “I understand and accept these terms and conditions of the sale.”
4.
In the Content field, either type or paste enter the full text of the terms and conditions of
the sale.
5.
(Optional) Enter the Content Height (css), in pixels, to determine the height of the text
box in which the terms and conditions statement appears during checkout. For example, if
you want the text box to be one inch high, enter 96, which is the equivalent value in pixels.
6.
When complete, click the Save Condition button.
Setting Up Sales Email
A number of transactional email messages are triggered by events related to an order, and
the configuration is similar for each. You must identify the store contact that appears as
the sender of the message, the email template to be used, and who else is to receive a copy
of the message.
Sales Email Configuration
Step 1: Update the Email Templates
Make sure that you have updated each email template configuration with your store logo,
and have made any other changes necessary to the content of each template to reflect your
store and brand. For a complete list of templates, see: Email Template Reference.
Step 2: Configure the Sales Emails
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left under Sales, select Sales Emails. Then, do the following:
3.
Click to expand the Order section. Then, do the following:
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a.
Verify that Enabled is set to “Yes.”
b.
Set New Order Confirmation Email to the store contact that appears as the sender of
the message.
c.
Set New Order Confirmation Template to the template that is used for the email that
is sent to registered customers.
d.
Set New Order Confirmation Template for Guest to the template that is used for the
email that is sent to guests who do not have an account with your store.
e.
In the Send Order Email Copy To field, enter the email address of anyone who is to
receive a copy of the new order email. If sending a copy to multiple recipients,
separate each address with a comma.
f.
Set Send Order Email Copy Method to one of the following:
Bcc
Sends a “blind courtesy copy” by including the recipient in the
header of the same email that is sent to the customer. The BCC
recipient is not visible to the customer.
Separate Email
Sends the copy as a separate email.
Order
4.
Click to expand the Order Comments section, and repeat these steps.
5.
Complete the configuration in a similar manner for the remaining sales emails:
6.
578
l
Invoice
l
Shipment
l
Credit Memo
When complete, click the Save Config button.
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Setting Up Sales Email
Field Descriptions
FIELD
SCOPE
Enabled
Store View
When enabled, sends a transactional email for
each order placed. Options include: Yes / No
New Order Confirmation
Email Sender
Store View
Identifies the store contact that appears as the
message sender. Options include:
DESCRIPTION
General Contact
Sales Representative
Customer Support
Custom Email 1
Custom Email 2
New Order Confirmation
Template
Store View
Identifies the template that is sent to confirm new
orders placed by customers. Default template:
New Order
New Order Confirmation
Template for Guest
Store View
Identifies the template that is sent to confirm new
orders placed by guests. Default template: New
Order for Guest
Send Order Email Copy To Store View
Provides the email address of anyone to receive a
copy of an order email. Separate multiple
addresses with a comma.
Send Order Email Copy
Method
Indicates the email method used to send the
copy. Options include:
Store View
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Bcc
Sends a “blind courtesy
copy” by including the
recipient in the header of
the same email that is
sent to the customer. The
BCC recipient is not
visible to the customer.
Separate Email
Sends the copy as a
separate email.
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CHAPTER 41:
Assisted Shopping
Customers sometimes need assistance to complete a purchase. Some customers like to
shop online, but would rather the order by phone. While you’re on the phone, the
customer might decides to take advantage of a coupon. To complete the sale, you must
know how to edit the contents of the shopping cart, apply the discount from the
coupon, and complete the order from the Admin—all while the customer is on the
phone. No problem!
You can offer immediate shopping cart assistance to any customer who has registered
for an account with your store. The Manage Shopping Cart tool gives you the ability to
edit the contents of the customer’s shopping cart in real time, from the Admin of your
store.
Topics in this chapter:
l
Update a Cart
l
Create a New Order
l
Create a Customer Account
l
Update an Order
l
Persistent Shopping Cart
Customer Service reps can see the contents of a customer’s shopping cart while the
customer is on the phone, and the changes can be seen by the customer immediately
after the page is refreshed.
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Online Customers
CHAPTER 41: Assisted Shopping
Online Customers
You can see who’s online in your store at any given time, and examine the contents of the
customer’s shopping cart, past purchases, and recent activity.
The length of the online session is set in the configuration, and determines how long the
customer is visible from the Admin. By default, the online session is set to fifteen minutes.
Online Customers
To configure the session length:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Customers, select Customer Configuration.
3.
Click to expand the Online Customers Options section.
4.
In the Online Minutes Interval field, enter the number of minutes before the online session
expires. You can leave the field empty to accept the default of fifteen minutes.
Online Customers Options
5.
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When complete, click the Save Config button.
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Online Customers
To see customers online:
1.
On the Admin menu, select Customers > Online Customers.
2.
In the list, click the customer record to view the customer information.
3.
To see the contents of the customer's shopping cart, click to expand the Shopping Cart
section.
Customer's Shopping Cart
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Update a Shopping Cart
To begin an assisted shopping session, the customer must be logged into the account
dashboard, so that the information is available. If the customer doesn’t have an account,
you can create one. What service!
Apply Coupon and Update Qty
To offer assisted shopping:
1.
On the Admin menu, select Customers > Online Customers.
2.
In the list, click to open the customer record in edit mode.
When the customer record opens, the first thing you’ll notice is that the Last Logged In
value is “(Online).”
3.
In the panel on the left, select Shopping Cart. Then, click the Manage Shopping Cart
button to enter assisted shopping mode.
To apply a coupon code:
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1.
In the Apply Coupon Code section, enter the Code.
2.
Click the Apply button.
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Update a Shopping Cart
To adjust the quantity ordered:
1.
In the Qty column of the product to be adjusted, enter the correct amount.
2.
Click the Update Items and Qty's button.
To add products to the shopping cart:
1.
Click to expand the Products section. In the Qty to Add column, enter the quantity of the
product the customer wants to order.
2.
If the product is configurable, click the Configure link. Then, select the options the
customer wants, and click the OK button.
Configure Product Options
To transfer products from a wishlist:
1.
Click to expand the Wishlist section.
2.
By default, it is set to transfer all items in the wishlist. If there are multiple items, select
the checkbox of the items that you do not want to transfer, and set Qty to Add to 0.
Add to Cart from Wishlist
Customer service reps can remove items from a cart by setting the quantity to 0 and updating
the cart. However, only the customer can move items from the cart to the wishlist or to the
product compare list.
3.
Follow the same procedure to add items from the remaining sections:
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l
Products in Comparison List
l
Recently Compared Products
l
Recently Viewed Products
l
Last ordered items
4.
When complete, click the Add Selected Products to the Shopping Cart button.
5.
Ask the customer to press F5 to refresh the page, so the products appear in the cart.
At this point, the customer can continue shopping and checkout unassisted, or have the
customer service representative create the order.
6.
To create an order, click the Create Order button, and follow the normal process to
complete the order for the customer.
Create an 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.
For existing customers, new orders can be created both from the Manage Customer page
and from the Sales Order page.The Sales Order page can also be used to open accounts for
new customers.
Create Order
Process Overview:
Step 1: Initiate the Order
Step 2: Add Products to the Order
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Create an Order
Step 1: Initiate the Order
Method 1: Create New Order from Existing Account
1.
On the Admin menu, select Customers > Manage Customers.
2.
Find the customer in the list and click to open the record.
3.
Click the Create Order button.
New Order Detail
4.
To complete the order, do the following:
a.
To add products from the Current Activities section, find the product in the list and
select the Add to Order checkbox. Then, click the Update Changes button.
New Order Detail
b.
To add products from the catalog, click the Add Products link. Then, select the
checkbox of each product to be added to the cart, and the Qty to be purchased.
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Add Products
c.
If the product has multiple options, click the Configure button. Complete the options
as needed, and click the OK button. Then, click the Add Selected Product(s) to Order
link to update the cart.
Configure
d.
To override the price of an item, select the Custom Price checkbox. Then, enter the
new price in the box below. Click the Update Items and Qty’s button to update the
cart totals.
Custom Price
e.
f.
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Complete the following sections, as needed for the order:
l
Apply Coupon Codes
l
Payment Method
l
Shipping Method
In the Order Comments section, enter any comments that you want to accompany the
order. To include the comments in the email notification that is sent to the customer,
click the Order Comments button.
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Order Comments and Email Confirmation
g.
5.
The Email Order Confirmation checkbox is selected by default. If you don’t want to
send an email confirmation to the customer, clear the checkbox.
When complete, click the Submit Order button.
Method 2: Create New Order from Sales
1.
On the Admin menu, select Sales > Orders.
2.
Click the Create New Order button.
Create New Order
3.
4.
Do one of the following:
l
For registered customers, find the customer in the list and click to open the record.
l
For unregistered customers, click the Create New Customer button.
Complete the order information as you would if going through the checkout process .For a
new customer account, complete the following sections:
l
Account Information
l
Billing Address
l
Shipping Address
Step 2: Add Products to the Order
Products can be added to the order by selecting each item from the catalog, or by
transferring the information from a previous order, the customer’s wishlist, recently viewed
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products, or other activities.
1.
To add products to the order, do the following:
a.
Click to the Add Products button.
b.
Click the Reset Filter button to list all products. Then, use the filter controls as
needed to find the products to be added. Then, click the Search button.
c.
Select the checkbox of each product to be added to the cart and if applicable, enter the
Qty to be purchased.
If the product has multiple options, click the Configure link. Complete the options as
needed and click the OK button.
2.
Click the Add Selected Product(s) to Shopping Cart button to update the cart. The
current content of the cart appear in the Items Ordered section.
3.
To override the price of an item, select the Custom Price checkbox. Then, enter the new
price in the box below. Click the Update Items and Qty’s button to update the cart totals.
4.
Complete the following sections, as applicable to the order:
5.
l
Apply Coupon Codes
l
Payment Method
l
Shipping Method
When complete, click the Submit Order button.
Update an Order
After a customer has placed an order, it is sometimes necessary to edit the order, place it
on hold, or cancel the order entirely. When you make changes to an order, the original
order is canceled and a new order is generated. You can, however, make changes to the
billing or shipping address without generating a new order.
To edit an order:
590
1.
On the Admin menu, select Sales > Orders.
2.
Select the pending order that you want to edit.
3.
Click the Edit button at the top of the screen. When prompted to confirm, click OK to
continue.
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Edit Order
4.
Make the necessary changes to the order.
5.
When complete, do one of the following:
l
Click Save to save changes made to the billing or shipping address.
l
Click Submit Order to save changes made to line items, and reprocess the order.
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.
1.
On the Admin menu, select Sales > Orders.
2.
In the list, find the pending order that you want to place on hold. Then, click to open the
order.
3.
Click Hold to place the order on hold.
Hold Order
4.
When you are ready to return the order to an active state, repeat the process and click
Unhold.
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To cancel an order:
Canceling an order removes it from the list of pending orders.
1.
On the Admin menu, select Sales > Orders.
2.
Find the pending order that you want to cancel, and click to open the order.
3.
In the upper-right corner, click the Cancel button to remove this order.
Cancel Order
4.
The status of the order is now “Canceled.”
Canceled Order
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Create a Customer Account
Create a Customer Account
Customers usually create their own accounts from your store. However, you can also create
customer accounts directly from the Admin, which is useful when customers order by
phone.
Add New Customer
To create a new customer account:
1.
On the Admin menu, select Customers > Manage Customers.
2.
Click the Add New button.
3.
In the Associate to Website list, select one of the following:
l
Admin
l
Main Website
You can associate a customer with the Admin website to require that orders are placed only
from the store Admin. Customers associated with the Admin website cannot log in to their
accounts from the store.
4.
Assign the customer to a Customer Group.
5.
Complete the remaining customer information.
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Customer Information
6.
In the Password Management section, do one of the following
l
l
7.
Manually assign a password.
Select the Send auto-generated password checkbox. The new password is generated
after the customer information is saved.
When complete, click the Save Customer button.
To add a new address to a customer account:
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1.
On the Admin menu, select Customers > Manage Customers. Then, click to open the
customer record.
2.
In the panel on the left, select Addresses. Then, do the following:
a.
To add a new address, click the Add New Address and complete the information.
b.
To assign a Default Address check either the Default Billing Address or Default
Shipping Address as needed.
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Customer Addresses
3.
When complete, click the Save Customer button.
Field Descriptions
FIELD
DESCRIPTION
Associate to Website
Identifies the website associated with the customer account.
Group
Identifies the customer group to which the customer belongs.
Select the checkbox to disable automatic group change based on
VAT.
Prefix
If used, the prefix that is associated with the customers name.
For example: Mr, Mrs. or Dr.
First Name
The customer's first name.
Middle Name / Initial
The customer's middle name or middle initial.
Last Name
The customer's last name.
Suffix
If used, the suffix that is associated with the customer's name.
For example: Jr.,Sr., or III.
Email
The customer's email address.
Date of Birth
The customer's date of birth.
Tax / VAT Number
The customer's Tax or Value Added Tax number, if applicable.
Gender
Identifies the customer's gender as Male or Female.
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Field Descriptions (cont.)
FIELD
DESCRIPTION
Send Welcome Email
Select the checkbox if you want the system to send the
customer a welcome email message.
Send From
If you have multiple stores, select the store from which the
welcome message will be sent.
Update a Customer Account
The panel on the left of the Customer Information page includes information about
customer activity, such as when the customer last logged in and out, addresses, order
statistics, recent orders, shopping cart contents, product reviews, newsletter subscriptions,
and so on.
Customer Account
To view customer information:
1.
On the Admin menu, select Customers > Manage Customers.
The Manage Customers page lists all customers who have opened an account with your
store or were added by the administrator .
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2.
Click to open a customer record.
3.
In the panel on the left, select the type of information you need to edit. Then, make the
necessary changes.
4.
When complete, click the Save Customer button.
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Persistent Shopping Cart
Persistent Shopping Cart
A persistent shopping cart keeps track of unpurchased items which are left in the cart, and
saves the information for the customer’s next visit. Customers who are “remembered” can
have the contents of their shopping carts restored the next time they visit your store.
Using a persistent shopping cart can help reduce the number of abandoned shopping carts
and increase sales. It is important to understand that the persistent shopping cart does not
expose sensitive account information at any time. While the persistent shopping cart is
use, both registered customers and guest shoppers are required to either log in to an
existing account, or create a new account before going through checkout. For guest
shoppers, a persistent shopping cart is the only way to retrieve information from a previous
session.
Types of Cookies
To use the persistent shopping cart, the customer’s browser must be set to allow cookies.
During operation, the following cookies are used:
Session Cookie
A short-term session cookie exists for the duration of a single visit to your site,
and expires when the customer leaves, or after a set period of time.
Persistent Cookie
A long-term persistent cookie continues in existence after the end of the
session, and saves a record of the customers’ shopping contents for future
reference.
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Persistent Cart Workflow
When Persistent Shopping Cart is enabled, the workflow depends on the values of the
“Enable Remember Me” and “Clear Persistence on Log Out” settings, the customer’s
decision to select or clear the “Remember Me” checkbox, and when the persistent cookie is
cleared.
When a persistent cookie is applied, a Not %Jane Smith%? link appears in the page header,
to give the customer the ability to terminate the persistent session and start working as a
guest, or log in as a different customer. The system retains a record of the shopping cart
contents, even if the customer later uses different devices to shop in your store. For
example, a customer can add an item to the shopping cart from a laptop, edit the cart
contents from a desktop computer, add more items from a mobile device, and complete the
checkout process from a tablet.
There is a separate independent persistent cookie for each browser. If the customer uses
multiple browsers while visiting your store during a single, persistent session, any changes
made in one browser will be reflected in any other browser when the page is refreshed.
While the persistent shopping cart is enabled, your store creates and maintains a separate
persistent cookie for each browser that is used by a customer to log in or create an account.
An Open Session on a Shared Computer
Jane is finishing up her holiday shopping with a persistent session, and adds a present for
John to her cart, as well as something for her mother. Then she goes to the kitchen for
some milk and cookies.
John sits down at the computer to do some quick shopping while Jane’s in the kitchen.
Without noticing the “Not %Jane%” link at the top of the page, he finds a nice present for
Jane and adds it to the cart. When he goes to checkout and logs in as himself, both the
items in Jane’s cart are added to his cart. John’s in such a hurry that he doesn’t notice the
additional item during Order Review, and submits the order. Jane’s cart is now empty, and
John bought presents for both Jane and her mother.
Jane brings John some milk and cookies, and asks, “What’s up?” He says, “Oh, nothing.”
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Remember Me
Customers can click the “Remember Me” checkbox on the Login page to save the contents
of the their shopping carts.
Yes A persistent cookie is created, and the contents of the
shopping cart is saved for the customer’s next logged-in
session.
No
If “Remember Me” is not selected or is cleared, a persistent
cookie is not created, and the cart information is not saved for
the customer’s next logged-in session.
Continue Persistence After Logout (No)
No
When the customer logs in, the persistent cookie is invoked,
in addition to the session cookie which is already in use.
No
When the customer logs out, the session cookie is deleted,
but the persistent cookie remains in effect. The next time the
customer logs in, the cart items are restored, or added to any
new items that have been placed in the cart.
No
If the customer does not log out, but the session cookie
expires, the persistent cookie remains in effect.
Clear Persistence on Logout (Yes)
Yes When the customer logs in, the persistent cookie is invoked,
in addition to the session cookie which is already in use.
Yes When the customer logs out, both cookies are deleted.
Yes If the customer does not log out, but the session cookie
expires, the persistent cookie remains in effect.
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Persistent Cart Settings and Effects
SETTINGS
Enable Remember Me = “No”
Clear Persistence on Log Out = any value
Enable Remember Me = “Yes”
Clear Persistence on Log Out = any value
EFFECT
The Remember Me checkbox is not available
on the login and registration page. The
persistent cookie is not used.
The session cookie is applied as usual; the
persistent cookie is not used.
Remember Me (not selected)
Enable Remember Me = “Yes”
Clear Persistence on Log Out = “Yes”
Remember Me = “Yes”
Enable Remember Me = “Yes”
Clear Persistence on Log Out = “No”
Remember Me = “Yes”
When a customer logs in, both cookies are
applied. When a customer logs out, both
cookies are deleted. If a customer does not log
in, but the session cookie expires, the
persistent cookie is still used. Apart from
logging out, the persistent cookie is deleted
when its lifetime runs out or when the
customer clicks the Not %Jane Smith% link.
When a customer logs in, both cookies are
applied. When a customer logs out, the
session cookie is deleted, the persistent
session continues. The persistent cookie is
deleted when its lifetime runs out or when the
customer clicks the Not %Jane Smith% link.
Persistent Shopping Cart Setup
During the setup of a persistent shopping cart, you can specify the lifetime of the cookies,
and which options you want to make available for various customer activities.
If the session cookie expires while the customer is logged in, the persistent cookie remains
active.
To set up a persistent shopping cart:
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1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Customers, select Persistent Shopping Cart. Then, click to
expand the General Options section.
3.
To enable the persistent shopping cart and to display additional configuration options, set
Enable Persistence to “Yes.”
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Persistent Shopping Cart
4.
Do the following:
a.
Set Persistence Lifetime (seconds) to the length of time that you want the persistent
cookie to last. The default value 31,536,000 seconds is equal to one year, and is the
maximum time allowed.
b.
Set Enable “Remember Me” to one of the following:
Yes
Displays the “Remember Me” checkbox on the Login page of your store,
so customers can choose to save their shopping cart information.
No
Persistence can still be enabled, but customers are not given the option
to choose if they want to save their information.
c.
To preselect the “Remember Me” checkbox, set Remember Me Default Value to “Yes.”
d.
Set Clear Persistence on Log Out to one of the following:
Yes
The shopping cart is cleared when a registered customer logs out.
No
The shopping cart is saved when a registered customer logs out.
If the session cookie expires while the customer is still logged in, the persistent cookie
remains in use.
e.
5.
Set Persist Shopping Cart to one of the following:
Yes
If the session cookie expires, the persistent cookie is preserved. If a guest
shopper later logs in or creates a new account, the shopping cart is
restored.
No
The shopping cart is not preserved for guests after the session cookie
expires.
When complete, click the Save Config button.
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Field Descriptions
FIELD
SCOPE
DESCRIPTION
Enable Persistence
Website
Determines if the persistence is enabled.
Persistence Lifetime
(seconds)
Website
Defines the lifetime of the persistent cookie in
seconds. Maximum allowed value is 3153600000
seconds (100 years).
Enable “Remember Me”
Website
Defines whether the “Remember Me” checkbox
appears on the login and registration pages of the
store. Options include:
Yes
Displays the “Remember Me”
checkbox.
No
Does not display the “Remember
Me” checkbox, and the persistent
cookie is used only for customers
who already have it.
“Remember Me” Default
Value
Website
Defines the default state for the “Remember Me”
checkbox.
Clear Persistence on Log
Out
Website
Defines whether the persistent cookie is deleted
when a store customer logs out.
No matter how Clear Persistence on Log Out is
configured, if a customer does not log out, but the
session cookie expires, the persistent cookie is
still used.
Persist Shopping Cart
602
Website
Defines whether using the persistent cookie gives
access to the shopping cart data of the
correspondent account. Options include:
Yes
The shopping cart contents are
saved after the session ends.
No
The shopping cart contents are not
saved after the session ends.
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Order Fulfillment
When the order is placed, a sales order is created as a temporary record of the
transaction. In the Orders list, sales orders are shown with a status of "Pending," and
can be canceled at any time until the payment is processed. After payment confirmed,
the order can be invoiced and shipped. Topics in this chapter:
l
Order Workflow
l
Order Status
l
Invoice an Order
l
Ship an Order
l
Transactions
Place Order
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Order Workflow
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Order Status
Order Status
All orders have an order status that is associated with a stage in the order processing
workflow. You can see the status of an order by clicking the control at the top of the Status
column.
Order Status
Your store has a set of predefined order status and order state settings. The state describes
the position of an order in the workflow.
Order Status and State
ORDER STATUS
Canceled
Canceled Ogone
Closed
Complete
Declined Ogone
Suspected Fraud
On Hold
Payment Review
PayPal Canceled Reversal
PayPal Reversed
Pending
Pending Ogone
Pending Payment
Pending PayPal
Processed Ogone Payment
Processing
Processing Ogone Payment
Waiting Authorization
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New
Pending Payment
Processing
Complete
Closed
Canceled
On Hold
Payment Review
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Custom Order Status
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Custom Order Status
In addition to the preset order status values, you can create custom order status values of
your own, assign order statuses 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 specific to your needs. You can create a descriptive
name for the custom status, and then assign it to the associated order state in the order
processing workflow.
Currently only default custom order status values are applied in the order management
workflow. The custom status values that are not set as default are available only in the
comments section in the order view in the Admin .
Order Statuses
To create a custom order status:
1.
On the Admin menu, select System > Order Statuses.
2.
In the upper-right corner, click the Create New Status button.
3.
In the Order Status Information section, do the following:
a.
Enter a Status Code. This value is for internal use only. The first character must be a
letter (a-z), and the rest can be any combination of letters and numbers (0-9). You can
use the underscore character instead of a space.
b.
Enter a Status Label to identify the status setting in both the Admin and store.
Order Status Information
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4.
In the Store View Specific Labels section, enter any labels that you need for different store
views and languages.
5.
When complete, click the Save Status button.
The new order status now appears in the Order Statuses list.
To assign an order status to a state:
1.
Front the Order Statuses list, click the Assign Status to State button.
2.
In the Assignment Information section, do the following:
a.
Select the Order Status that you want to assign. They are listed by status label.
b.
Select the Order State that represents where the order status belongs in the workflow.
c.
To make this status the default for the order state, select the Use Order Status as
Default checkbox.
Assign Status to State
3.
When complete, click the Save Status Assignment button.
To edit an existing order status:
1.
On the Order Statuses page, click to open the status record in edit mode.
2.
Update the status labels as needed.
3.
When complete, click the Save Status button.
To remove an order status from an assigned state:
1.
On the Order Statuses page, find the order status record that you want to unassign.
2.
In the Action column on the far right of the row, click the Unassign link.
A message appears at the top of the workspace that the order status has been unassigned.
Although the order status label still appears in the list, it is no longer assigned to a state.
Order statuses cannot be deleted.
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Invoice an Order
An invoice is a record of the receipt of payment for an order. Creating an invoice for an
order converts the temporary sales order into a permanent record of the order, which
cannot be canceled. A new invoice page looks similar to a completed order page, with some
additional fields that can be edited. Every activity that is related to an order is noted in the
Comments section of the invoice.
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. Invoices can be generated for a single order, or
for a batch of orders. The payment method determines which invoicing options can be used
for the order. For payment methods with Payment Action set to “Authorize and Capture,”
the Invoice button does not appear.
Before an invoice can be printed, the invoice must first be generated for the order. To view
or print the PDF, you must have a PDF reader. You can download Adobe Reader at no
charge.
Invoice Order
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Invoice an Order
To invoice an order:
1.
On the Admin menu, select Sales > Orders.
2.
In the list, find the “Pending” order, and click to open the record.
3.
If the items are ready to ship, you can create a packing slip for the shipment with the
invoice. To create a packing slip, do the following:
a.
In the Shipping Information section, select the Create Shipment checkbox.
b.
To include a tracking number, click the Add Tracking Number button and enter the
Carrier, Title, and Number.
Shipping Information
4.
To make a partial invoice scroll down to the Items to Invoice section, and enter the Qty to
Invoice for each item.
5.
Under the Invoice History menu, in the Invoice Comments section, complete the
comments as needed. Then, in the Invoice Totals section, select the Append Comments
checkbox to add the comments to the invoice.
6.
Select the Email Copy of Invoice checkbox to send a copy of the invoice to your customer.
7.
Do one of the following:
l
l
Click the Submit Invoice button to process the invoice and capture the sale.
If your store requires that you ship before invoicing, click the Ship button, complete the
shipping information and submit the shipment. When that is complete, you can finish
the invoicing steps.
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Payment Actions
PAYMENT ACTION
610
DESCRIPTION
Capture Online
Upon invoice submission, the system captures the payment
from the third-party payment gateway. You have the ability to
create a credit memo and void the invoice.
Capture Offline
Upon invoice submission, the system does not capture the
payment. It is assumed that the payment is captured directly
through the gateway, and you no longer have the option to
capture this payment through Magento. You have the ability to
create a credit memo, but you do not have the option to void the
invoice. (Even though the order used an online payment, the
invoice is essentially an offline invoice.)
Not Capture
When the invoice is submitted, the system does not capture the
payment. It is assumed that you will capture the payment
through Magento at a later date. There is a Capture button in the
completed invoice. Before capturing, you are able to cancel the
invoice. After capturing you are able to create a credit memo and
void the invoice.
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CHAPTER 42: Order Fulfillment
Print Invoices
Payment Actions (cont.)
PAYMENT ACTION
DESCRIPTION
Do not select Not Capture unless you are certain that you are
going to capture the payment through Magento at a later date.
You will not be able to create a credit memo until the payment
has been captured using the Capture button.
Print Invoices
You can print an invoice for a single order, or for multiple invoices as a batch, or group.
However, before an invoice can be printed, the invoice must first be generated for the order.
To view or print the PDF, you must have a PDF reader. You can download Adobe Reader at no
charge.
To print invoices:
1.
On the Admin menu, select Sales > Invoices.
2.
In the Invoices list, select the checkbox of each invoice that you want to print.
3.
Set the Actions control to “Print Invoices.”
Print Invoices
4.
Click the Submit button to generate the PDF and display the document in a new window.
5.
After the file has been downloaded and saved to your computer, you can open and print the
document with Adobe Reader.
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Ship an Order
CHAPTER 42: Order Fulfillment
Ship an Order
An order that has been paid, but is awaiting shipment has the “Processing” status. The
shipment record contains a detailed history of the fulfillment process associated with the
order. Partial shipments can be made until the order is fulfilled.
Ship an Order
To ship an order:
1.
On the Admin menu, select Sales > Orders.
2.
In the Orders list, click to open the order to be shipped.
3.
In the upper-right corner, click the Ship button.
4.
If you need to update the billing or shipping address, click the Edit link in the upper-right
corner of the section. Make the necessary changes, and click the Save Order Address
button.
5.
To have the carrier generate a shipping label, select the Create Shipping Label checkbox.
Then, do the following:
a.
To add a tracking number, scroll down to the Shipping Information section, and click
the Add Tracking Number button.
b.
Do one of the following:
l
l
Select the Carrier, and enter the tracking Number.
Set Carrier to “Custom Value.” Enter a Title for the custom carrier, and enter the
tracking Number.
Shipping Information
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CHAPTER 42: Order Fulfillment
Ship an Order
6.
To make a partial shipment, scroll down to the Items to Ship section, and enter the Qty to
Ship for each item.
7.
To notify customers by email of the shipment, do the following:
8.
a.
Enter any comments you would like to include in the Shipment Comments box.
b.
To include the comments in the notification email that is sent to the customer, select
the Append Comments checkbox.
c.
To send a copy of the shipment email to yourself, select the Email Copy of Shipment
checkbox. The status of an invoice email appears next to the invoice number of the
completed invoice as either sent or not sent.
When complete, click the Submit Shipment button. The status of the order changes from
“Processing” to “Complete.”
To view the shipment detail:
1.
On the Admin menu, select Sales > Shipments.
2.
Find the shipment in the list, and click to open the record.
3.
If you want to add a comment to the order, scroll down to the Comments History section,
and enter the comment in the box.
l
l
4.
To send the comment to the customer by email, select the Notify Customer by Email
checkbox.
To post the comment in the customer’s account, select the Visible on Frontend
checkbox.
Click the Submit Comment button.
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Packing Slips
CHAPTER 42: Order Fulfillment
Packing Slips
A packing slip is a sales document that accompanies shipments sent from your store, and
lists each item included in the package. You can print a packing slip for a single order, or
print multiple packing slips as a batch, or group. However, before a packing slip can be
printed, it must first be created for the order.
To view or print the PDF, you must have a PDF reader. You can download Adobe Reader at no
charge.
To print packing slips:
1.
On the Admin menu, select Sales > Shipments.
Method 1: Print Single Packing Slip from Shipment
1.
In the Shipments list, open the record that needs a packing slip.
2.
In the upper-right corner of the shipment page, click the Print button. Look for the
download indicator in the lower-left corner of your browser window.
Packing Slip
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CHAPTER 42: Order Fulfillment
Packing Slips
Method 2: Print Multiple Packing Slips
1.
In the Shipments list, select the checkbox of each shipment record that needs a
packing slip.
2.
In the upper-right corner, set the Actions control to “PDFpackingslips” and click the
Submit button.
Printing Multiple Packing Slips
2.
Do one of the following:
l
l
To save the document, click the Save button. Then, follow the prompts to save the file
to your computer.When the download is complete, open the PDF in Adobe Reader, and
print the document.
To view the document in Adobe Reader, click the Open button. From here, you can
either print the packing slip or save it to your computer.
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Transactions
CHAPTER 42: Order Fulfillment
Transactions
The Transactions page lists all payment activity that has taken place between your store
and external payment systems, and provides access to detailed information about each
transaction.
To view transactions:
On the Admin menu, select Sales > Transactions.
Transactions
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CHAPTER 43:
Store Credit and Refunds
Store credit is an amount to be restored to a customer account. Store credit can be used
by customers to pay for purchases, and by administrators as cash refunds. Gift card
balances can be credited to the customer’s account, instead of using the gift card code
for future purchases.
After an order has been paid for and invoiced, all of the order, or a portion of it, can be
refunded by issuing a credit memo. A credit memo differs from a refund because the
amount of the credit is restored to the customer’s account where it can be applied to
future purchases, rather than returned to the customer as cash. In some cases, a refund
can be given at the same time that a credit memo is issued, just as payment can be
made at the time of invoicing. The amount of store credit in a customer’s account can
be managed from Admin.
Topics in this chapter:
l
Product Return Workflow
l
Create Credit Memo
l
Print Credit Memo
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Product Return Workflow
Product Return Workflow
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CHAPTER 43: Store Credit and Refunds
Create a Credit Memo
Create a Credit Memo
A credit memo is a document that lists 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, or group. Before a credit
memo can be printed, it must first be generated for the order.
Credit Memo
To create a credit memo:
1.
On the Admin menu, select Sales > Orders.
2.
Find the order in the list, click to open the order.
3.
In the upper right corner, click the Credit Memo button. (The button appears only if an
invoice has been generated for the order.)
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.
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New Credit Memo
If an online payment method was used, you will not be able to edit these fields.
4.
Do one of the following:
l
If the product is to be returned to inventory, check the Return to Stock checkbox.
l
If the product will not be returned to inventory, leave the checkbox blank.
The Return to Stock checkbox appears only if you have set the inventory Stock Options to
“Decrease Stock When Order Is Placed.”
Return to Stock
5.
620
Complete the following:
a.
In the Qty to Refund box, type the number of items to be returned and press the Enter
key to record the change. The Update Qty’s button appears.
b.
Set the Qty to Refund of any items not to be refunded to 0.
c.
Click the Update Qty’s button to recalculate the total. (The amount to be credited
cannot exceed the maximum quantity that is available for refund.)
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CHAPTER 43: Store Credit and Refunds
Create a Credit Memo
Update Quantities
6.
In the Refund Totals section, do the following, as applicable:
a.
In the Refund Shipping field, enter the 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. It is equal to the full shipping amount from the order, less any
shipping amount that has already been refunded. Like the quantity, the amount can
be reduced, but not increased.
b.
In the Adjustment Refund field, 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). The amount entered cannot raise the total refund
higher than the paid amount.
c.
In the Adjustment Fee field, 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.
Update Quantities
d.
If the purchase was made using store credit, select the Refund to Store Credit
checkbox, to credit the amount back to the customer’s account balance.
e.
To add a comment, type the text in the Credit Memo Comments box.
f.
To send an email notification to the customer, select the Email Copy of Credit Memo
checkbox.
g.
If you want to include the comments you have entered, check the Append Comments
checkbox.
The status of a credit memo notification appears in the completed credit memo next to
the credit memo number.
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Refund Totals
7.
8.
To complete the process and generate the credit memo, select one of the following refund
option buttons, depending on the payment type:
l
Refund Offline
l
Refund Online
To add a comment to the completed credit memo, scroll down to the Comments History
section, and enter the comment in the box.
l
l
To send the comment to the customer by email, select the Notify Customer by Email
checkbox.
To post the comment in the customer’s account, select the Visible on Frontend
checkbox.
Below the credit memo is a complete list of all activity related to the order.
9.
622
Click the Submit Comment button.
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CHAPTER 43: Store Credit and Refunds
Print a Credit Memo
Credit Memo Submit Comment
Print a Credit Memo
To print or view the completed credit memo, you must have a PDF reader installed on your
computer. You can download Adobe Reader at no charge.
Credit Memos
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To print a credit memo:
1.
On the Admin menu, select Sales > Credit Memos.
Selected Credit Memo with Action
2.
Use one of the following methods to print the credit memo:
Method 1: Open the Credit Memo
1.
In the list, click to open the credit memo.
2.
Click the Print button to print the PDF document.
Method 2: Use the Action Control
1.
In the list, select the checkbox of each credit memo that you want to print.
2.
Set the Actions control to “PDF Credit Memos,” and click the Submit button.
3.
When prompted, do one of the following:
l
l
624
To save the document, click Save. Then, follow the prompts to save the file to your
computer.When the download is complete, open the PDF in Adobe Reader, and
print the document.
To view the document, click Open. The printed-ready PDF credit memo opens in
Adobe Reader. From here, you can either print the credit memo or save it to your
hard disk.
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CHAPTER 43: Store Credit and Refunds
Print a Credit Memo
PDF Credit Memo
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Notes
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Magento Community Edition User Guide, Version 1.9.2
CHAPTER 44:
Sales Document Setup
Your store generates invoices, packing slips, and credit memos in both HTML and PDF
formats. Before your store goes live, make sure to update these documents with your
logo and store address. You can customize the address format, and also include the
Order ID for reference.
Topics in this chapter:
l
Logo Requirements
l
Show Order ID and IP Address
l
PDF Invoice with High-Resolution Logo
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Logo Requirements
CHAPTER 44: Sales Document Setup
Logo Requirements
The logo that is used for PDF print-outs can be a high-resolution, 300 dpi image, but must
be a specific size. However, the size of the logo that appears in the HTML print view version
of sales documents is determined by your theme.
One way to resize your logo to fit the required size is to create a new, blank image with the
correct dimensions.Then, paste your logo image and resize it to fit the height. With most
image editing programs, you can preserve the aspect ratio by holding down the shift key as
you resize the image. The following image is a 200px by 50px .png file with a transparent
background, (which is represented by the checkerboard pattern). The same image is used
for the high-resolution image on the PDF invoice, but saved as a 300 dpi jpg.
To set up your sales documents:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Sales.
3.
Click to expand the Invoice and Packing Slip Design section, and do the following:
a.
To upload the Logo for PDF Print-outs, click the Browse button. Then, select the logo
that you have prepared and click Open. The path to the file appears in the text box.
b.
To upload the Logo for HTML Print View, click the Browse button. Then, select the
logo that you have prepared and click Open. The path to the file appears in the text
box.
4.
Enter your address as you want it to appear on invoices and packing slips.
5.
When complete, click the Save Config button.
For reference, a small and slightly distorted version of the uploaded image appears before
each field.
To replace an image:
628
1.
Click the Browse button and select the new logo.
2.
Select the Delete Image checkbox for the image you want to replace.
3.
Click the Save Config button.
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CHAPTER 44: Sales Document Setup
Logo Requirements
Invoice and Packing Slip Design
Field Descriptions
FIELD
Logo for PDF Print-outs
(200 x 50)
SCOPE
DESCRIPTION
Store View
Identifies the logo file that appears in the header of
PDF invoices and packing slips.
To delete the current image and upload another,
select the Delete Image checkbox. Then, browse
to select the new image.
Image size: 200 x 50 pixels
Allowed file types:
.jpg /.jpeg
.tif/.tiff
.png
Logo for HTML Print View
Store View
Identifies the logo file that appears in the header of
HTML print view of invoices and packing slips.
To delete the current image and upload another,
select the Delete Image checkbox. Then, browse
to select the new image.
Image size: 200 x 50 pixels, or as specified by
theme.
Allowed file types:
.jpg /.jpeg
.gif
.png
Address
Store View
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The store address as you want it to appear on
invoices and packing slips.
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Image Formats
FORMAT
REQUIREMENTS
PDF
File Format
jpg (jpeg), png, tif (tiff)
Image Size
200 pixels wide x 50 pixels high
Resolution
300 dpi recommended
HTML
630
File Format
jpg (jpeg), png,gif
Image Size
Determined by theme.
Resolution
72 or 96 dpi
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CHAPTER 44: Sales Document Setup
Add Reference IDs to Header
Add Reference IDs to Header
The order ID and customer IP address can be included in the header of sales documents
that accompany an order. Follow the instructions below to include either, or both of these
identifiers for reference in the header of invoices, shipment packing slips, and credit
memos.
To show the Order ID:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select PDF Print-outs.
3.
Click to expand the Invoice section.
4.
To include the Order ID in the header, Set Display Order ID in Headerto “Yes.”
5.
Repeat these steps for the Shipment and Credit Memo sections.
6.
When complete, click the Save Config button.
PDF Print-outs
To show the customer IP address:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Sales.
3.
Click to expand the General section.
4.
To show the IP address of the computer that was used to place the order, set Hide
Customer IP to “No.”
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General
5.
When complete, click the Save Config button.
PDF Invoice with Logo
This print-ready invoice has a high-resolution, 300 dpi logo that reproduces well with the
text on the page.
PDF Invoice with High-Resolution Logo
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CHAPTER 44: Sales Document Setup
Customer Address Templates
Customer Address Templates
The store administrator can modify the address templates that control the format of the
customer billing and shipping addresses that appear in the following locations:
l
l
l
General customer billing and shipping address format
Shipping and billing addresses in customer’s address book (available during the
shopping cart checkout)
Address format for PDF sales documents, such as invoices, shipments, and refunds
Example 1: Text Templates
For Text, Text One Line, HTML and PDF Address Templates
{{depend address attribute code}} a space, a character, or UI label
{{/depend}};
{{if address attribute code}}{{var address attribute code}} a space, a
character, or UI label
{{/if}}
Example 2: JavaScript Template
For JavaScript Address Template
#{address attribute code} or User Interface label #{address attribute code}
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Address Templates
To change the order of address fields:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Customers, select Customer Configuration.
The section includes a separate set of formatting instructions for each of the following:
634
l
Text
l
Text One Line
l
HTML
l
PDF
l
JavaScript Template
3.
Edit each template as needed, using the examples below for reference.
4.
When complete, click the Save Config button.
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CHAPTER 44: Sales Document Setup
Customer Address Templates
Field Descriptions
TEMPLATE
SCOPE
DESCRIPTION
Text
Store View
The template is used for all addresses that are
printed.
Text One Line
Store View
This template defines the order of address entities
in the customer’s shopping cart address book list.
Progress during checkout.
HTML
Store View
This template defines the order of address fields
located under the Customer Addresses area in the
Admin panel (Customers > Manage Customers)
and those located on the Add New Address page
when a customer creates a new billing or shipping
address on his or her account page.
PDF
Store View
The template defines the display of billing and
shipping addresses in the printed invoices,
shipments, and credit memos.
JavaScript Template
Store View
In the templates, you will see the following code
blocks:
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depend
For processing inner
elements.
if
An attribute is defined.
var
The code attribute is
printed.
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Notes
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Magento Community Edition User Guide, Version 1.9.2
Payments
In this section…
Basic Payment Methods
PayPal Payment Solutions
Payment Solutions & Gateways
Payment Services
CHAPTER 45:
Basic Payment Methods
Magento Community Editionsupports a wide variety of payment methods, services,
and gateways that you can offer for your customers’ convenience. In addition to the
payment methods in this guide, other solutions can be downloaded from Magento
Connect.
Topics in this chapter:
l
Bank Transfer Payment
l
Cash On Delivery
l
Check / Money Order
l
Purchase Order
l
Zero Subtotal Checkout
l
Saved Credit Card
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Merchant Location
CHAPTER 45: Basic Payment Methods
Merchant Location
Setting the merchant location is the first step to configure any payment method.
To set the merchant location country:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Payment Methods.
3.
In the upper-right corner, set Current Configuration Scope to either your website or leave
it set to “Default Config.”
4.
In the Merchant Location section, set Merchant Country to your country.
Merchant Location
5.
640
When complete, click the Save Config button.
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CHAPTER 45: Basic Payment Methods
Bank Transfer Payment
Bank Transfer Payment
Magento Community Edition lets you accept payments transferred directly from customers’
bank accounts to your merchant bank account.
Bank Transfer Payment
To set up bank transfer payments:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Payment Methods. Click to expand the Bank
Transfer Payment section. Then, do the following:
a.
To activate this payment method, set Enabled to “Yes.”
b.
Enter a Title to identify this payment method during checkout.
c.
Set New Order Status to “Pending” until payment is authorized.
d.
Set Payment from Applicable Countries to one of the following:
All Allowed Countries
Customers from all countries specified in your store
configuration can use this payment method.
Specific Countries
After choosing this option, the Payment from Specific
Countries list appears. Select each country in the list
where customers can make purchases from your store.
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Bank Transfer Payment
e.
f.
CHAPTER 45: Basic Payment Methods
Enter the Instructions your customers must follow to set up a bank transfer.
Depending on the country where your bank is located and your bank’s requirements,
you might need to include the following information:
l
Bank account name
l
Bank account number
l
Bank routing code
l
Bank name
l
Bank address
Set Minimum Order Total and Maximum Order Total to 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.
3.
Enter a Sort Order 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.)
4.
When finished, click the Save Config button.
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Enabled
Website
Determines if customers can pay by transferring
payment directly from their bank to your merchant
account. Options include: Yes / No.
Title
Store View
The name for this payment method that appears
to customers during checkout.
New Order Status
Website
Determines the initial order status assigned to
orders paid by bank transfer. Default value:
Pending
Payment from Applicable
Countries
Website
Determines the countries from which you accept
payment by bank transfer. Options include:
All Allowed Countries
Specific Countries.
642
Payment from Specific
Countries
Website
Identifies the specific countries from which you
accept payment by bank transfer.
Minimum Order Total
Website
The smallest order amount that can be paid by
bank transfer.
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CHAPTER 45: Basic Payment Methods
Cash On Delivery
Field Descriptions (cont.)
FIELD
SCOPE
DESCRIPTION
Maximum Order Total
Website
The largest order amount that can be paid by bank
transfer.
Sort Order
Website
A number that determines the order that payment
by bank transfer appears when listed with other
payment methods during checkout. Enter 0 for the
top of the list.
Cash On Delivery
Magento Community Edition allows you to accept COD payments from your customers.
With a cash on delivery payment, the customer pays at the time of delivery. The customer
pays the order amount to the shipping carrier, who sends a check to you. Shipping carriers
typically charge an extra fee for COD service. You can account for this fee in your shipping
and handling charges.
Cash On Delivery Payments
To set up cash on delivery payments:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Payment Methods. Click to expand the Cash on
Delivery Payments section. Then, do the following:
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a.
To activate this payment method, set Enabled to “Yes.”
b.
Enter a Title to identify this payment method during checkout.
c.
Set New Order Status to “Pending” until receipt of payment is confirmed.
d.
Set Payment from Applicable Countries to one of the following:
All Allowed Countries
Customers from all countries specified in your store
configuration can use this payment method.
Specific Countries
Select each country in the list where customers can make
purchases from your store.
e.
Enter Instructions for making a Cash On Delivery payment.
f.
Set Minimum Order Total and Maximum Order Total to the order amounts which are
required to qualify for this payment method.
An order qualifies if the total is between, or matches, the minimum or maximum order total.
g.
3.
Enter a Sort Order number to determine the sequence in which Cash On Delivery is
listed with other payment methods during checkout. (0 = first, 1 = second, 2 = third,
and so on.)
When complete, click the Save Config button.
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Enabled
Website
Determines if customers can pay with cash at the
time of delivery (COD). Options include: Yes / No.
Title
Store View
The name of this payment method that appears to
customers during checkout.
New Order Status
Website
Determines the initial order status assigned to
orders paid by COD. Default value: Pending
Payment from Applicable
Countries
Website
Determines the countries from which you accept
payment by COD. Options include:
All Allowed Countries
Specific Countries.
Payment from Specific
Countries
644
Website
Identifies the specific countries from which you
accept payment by COD.
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CHAPTER 45: Basic Payment Methods
Check / Money Order
Field Descriptions (cont.)
FIELD
SCOPE
DESCRIPTION
Minimum Order Total
Website
The smallest order amount that can be paid by
COD.
Maximum Order Total
Website
The largest order amount that can be paid by
COD.
Sort Order
Website
A number that determines the order that payment
by COD appears when listed with other payment
methods during checkout. Enter 0 for the top of
the list.
Check / Money Order
Magento Community Edition allows you to accept payments by either check or money
order. The Check / Money Order payment method is enabled for your story by default.
Check / Money Order
To set up payment by check or money order:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Payment Methods. Click to expand Check /
Money Order, and do the following:
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a.
To activate this payment method, set Enabled to “Yes.”
b.
Enter a Title to identify this payment method during checkout.
c.
Set New Order Status to "Pending” until receipt of payment is confirmed.
d.
Set Payment from Applicable Countries to one of the following:
All Allowed Countries
Customers from all countries specified in your store
configuration can use this payment method.
Specific Countries
After choosing this option, the Payment from Specific
Countries list appears. Select each country in the list
where customers can make purchases from your store.
e.
In the Make Check Payable To field, enter the name of the party to whom the check
must be payable.
f.
In the Send Check To field, enter the street address or PO Box where the checks are
mailed.
g.
Set Minimum Order Total and Maximum Order Total to 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.
h.
3.
Enter a Sort Order 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.)
When finished, click the Save Config button.
Field Descriptions
FIELD
646
SCOPE
DESCRIPTION
Enabled
Website
Determines if customers can pay by check or
money order. Options include: Yes / No.
Title
Store View
The name for this payment method that appears
to customers during checkout.
New Order Status
Website
Determines the initial order status assigned to
orders paid by a check or money order. Default
value: Pending
Payment from Applicable
Countries
Website
Determines the countries from which you accept
payment by check or money order. Options
include:
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Purchase Order
Field Descriptions (cont.)
SCOPE
FIELD
DESCRIPTION
All Allowed Countries
Specific Countries.
Payment from Specific
Countries
Website
Identifies the specific countries from which you
accept payment by check or money order.
Make Check Payable to
Store View
The name of the entity to whom checks and
money orders should be made payable.
Send Check to
Store View
The street address or PO Box where checks and
money orders should be sent.
Minimum Order Total
Website
The smallest order amount that can be paid by
check or money order.
Maximum Order Total
Website
The largest order amount that can be paid by
check or money order.
Sort Order
Website
A number that determines the order that ayment
by check or money order appears when listed with
other payment methods during checkout. Enter 0
for the top of the list.
Purchase Order
A purchase order (PO) allows commercial customers to pay for purchases with prior
authorization by referencing the PO number. During checkout, the customer is prompted to
enter the purchase order number as the method of payment.
Customers who are representatives of other companies can use the Purchase Order payment
method to buy products and assign a corresponding purchase order number generated in
their accounting system to the sales order generated in Magento.
For example, your customer represents the company that sells computers and needs to buy
some monitors from your store. In their accounting system, the customer creates a
purchase order that is assigned a unique PO number. The customer places an order in your
store using the Purchase Order payment method and references the PO number from their
accounting system. All order-related documents, including the order confirmation email,
invoice, shipment, and credit memo, will have the PO number on them. The company
accounting department can now reference the PO number entered on the Magento sales
order so that they can track the order.
When the customer receives your invoice, they process the payment in their accounts
payable system. You should always establish the credit worthiness of a customer before
accepting payment by purchase order.
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Purchase Order
To set up payment by purchase order:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Payment Methods. Click to expand the
Purchase Order section. Then, do the following:
a.
To activate this payment method, set Enabled to “Yes.”
b.
Enter a Title to identify this payment method during checkout.
c.
Set New Order Status to “Pending” until payment is authorized.
d.
Set Payment from Applicable Countries to one of the following:
e.
All Allowed Countries
Customers from all countries specified in your store
configuration can use this payment method.
Specific Countries
After choosing this option, the Payment from Specific
Countries list appears. Select each country in the list
where customers can make purchases from your store.
Set Minimum Order Total and Maximum Order Total to the 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.
f.
3.
648
Enter a Sort Order number to determine the position of Purchase Order in the list of
payment methods during checkout. (0 = first, 1 = second, 2 = third, and so on.)
When finished, click the Save Config button.
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Zero Subtotal Checkout
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Enabled
Website
Determines if customers can pay by purchase
order (PO). Options include: Yes / No.
Title
Store View
The name of this payment method that appears to
customers during checkout.
New Order Status
Website
Determines the initial order status assigned to
orders paid by PO. Default value: Pending
Payment from Applicable
Countries
Website
Determines the countries from which you accept
payment by PO. Options include:
All Allowed Countries
Specific Countries.
Payment from Specific
Countries
Website
Identifies the specific countries from which you
accept payment by PO.
Minimum Order Total
Website
The smallest order amount that can be paid by
PO.
Maximum Order Total
Website
The largest order amount that can be paid by PO.
An order qualifies if the total is between, or
matches, the minimum or maximum order total.
Sort Order
Website
A number that determines the order that payment
by PO appears when listed with other payment
methods during checkout. Enter 0 for the top of
the list.
Zero Subtotal Checkout
Zero Subtotal Checkout is available only for orders created from the Admin. It can be used
for orders with a subtotal of zero that are taxed after any discount has been applied. This
situation might occur when a discount covers the entire price of the purchase, and there is
no additional charge for shipping. To save time, these orders can be set to invoice
automatically.
Unlike other payment methods for which you can set order amount filters, this method
contains an intrinsic order amount filter, so that the method appears only when the
subtotal equals zero. Zero Subtotal Checkout can be used when:
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The product that the customer adds to the shopping cart is of the Downloadable or the
Virtual product type and the price equals zero.
The price of a Simple product is zero and the Free Shipping method is available.
A coupon code that covers the full price of products and shipping is applied in the
shopping cart.
To set up Zero Subtotal Checkout:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Payment Methods. Click to expand the Zero
Subtotal Checkout section. Then, do the following:
Zero Subtotal Checkout
650
a.
Enter a Title to identify this payment method during checkout.
b.
Set Enabled to “Yes” to activate this payment method.
c.
Set New Order Status to “Pending” until payment is authorized.
Pending
The order is waiting for authorization.
Processing
Payment has been authorized, and the transaction is
being processed.
d.
Set Automatically Invoice All Items to “Yes” if you want to automatically invoice all
items with a zero balance.
e.
Set Payment from Applicable Countries to one of the following:
All Allowed Countries
Customers from all countries specified in your store
configuration can use this payment method
Specific Countries
After choosing this option, the Payment from Specific
Countries list appears. Select each country in the list
where customers can make purchases from your store.
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f.
3.
Zero Subtotal Checkout
Enter a Sort Order number to determine the position of Zero Subtotal Checkout in the
list of payment methods during checkout. (0 = first, 1 = second, 2 = third, and so on.)
When finished, click the Save Config button.
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Title
Store View
The name for this payment method that appears
during checkout. The default value is, “No
Payment Information Required.”
Enabled
Website
Determines if Zero Subtotal Checkout is available
for the store administrator to manage orders that
have a subtotal of zero, such as one that has been
taxed, but a discount has reduced the amount to
zero. Options include: Yes / No.
New Order Status
Website
Determines the initial order status assigned to
orders processed as Zero Subtotal Checkout.
Default value: Pending
Payment from Applicable
Countries
Website
Determines the countries from which Zero
Subtotal Checkout can be applied. Options
include:
All Allowed Countries
Specific Countries.
Payment from Specific
Countries
Website
Identifies the specific countries for which Zero
Subtotal Checkout can be applied.
Sort Order
Website
A number that determines the order that the title,
such as “No Payment Information is Required,”
appears when listed with other payment methods
during checkout. Enter 0 for the top of the list.
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CHAPTER 45: Basic Payment Methods
Saved Credit Cards
This option gives you the ability store credit card numbers to process offline. This method
is useful when you have a card terminal in a “brick and mortar” store, or have access to a
virtual terminal. As with all online payment methods, it is highly recommended that you
configure an SSL certificate for your store.
Important! Saving customer card data is discouraged unless absolutely necessary. Even
though the data is encrypted, being in possession of the data increases your security risk. If you
save customer credit card numbers online, your store will be out of compliance with Payment
Card Industry (PCI) requirements.
Saved CC
To set up the Saved Credit Cards:
652
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left under Sales, select Payment Methods.
3.
In the upper-right corner, set Current Configuration Scope to the applicable website or
store view for the configuration.
4.
Click to expand the Saved CC section.
5.
Complete each field in this section, using the following field descriptions for reference.
6.
When complete, click the Save Config button.
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Saved Credit Cards
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Enabled
Website
Determines if payment by a saved credit card is
available to customers. Options include: Yes /
No.
Title
Store View
The name of this payment method that appears to
customers during checkout.
New Order Status
Website
Determines the initial order status assigned to
orders paid by a saved credit card. Default value:
Pending
Credit Card Types
Website
Determines the credit cards that you accept as
payment by Saved CC. Options include:
American Express
Visa
Mastercard
Discover
JCB
Switch/Maestro
Solo
Other
Request Card Security
Code
Website
Determines if customers are required to enter the
three-digit security code from the back of the card.
If your credit card terminal requires the code,
select “Yes.” Options include: Yes / No
3D Secure Card Validation
Website
Determines if 3D Secure Card Validation is used
to verify credit cards. To use the service, you
must subscribe to 3D Secure and complete the
configuration for your store. Options include: Yes /
No
Severe 3D Secure Card
Validation
Website
Removes chargeback liability from the merchant.
Options include: Yes / No
Centinel API URL
Website
The URL provided by Centinel that is associated
with your 3D Secure Card Validation account.
Payment from Applicable
Countries
Website
Determines the countries from which you accept
payment by saved credit card. Options include:
All Allowed Countries
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CHAPTER 45: Basic Payment Methods
Field Descriptions (cont.)
FIELD
SCOPE
DESCRIPTION
Specific Countries.
654
Payment from Specific
Countries
Website
Identifies the specific countries from which you
accept payment by saved credit card.
Minimum Order Total
Website
Determines the minimum order total that can be
paid by saved credit card.
Maximum Order Total
Website
Determines the maximum order total that can be
paid by saved credit card.
Sort Order
Website
A number that determines the order that Saved
CC appears when listed with other payment
methods during checkout. Enter 0 for the top of
the list.
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CHAPTER 46:
PayPal Payment Solutions
PayPal is a global leader in online payments and a fast and secure way for your
customers to pay online. With PayPal and Magento Community Edition, you can
accept payments from all major debit and credit cards, and PayPal account holders.
Since customers don’t even need a PayPal account to pay with PayPal, both you and
your customers can get extra convenience without extra effort.
The PayPal payment methods that are available in Magento, and the method names,
are different depending on merchant location. For country-specific PayPal methods, see
the list at the end of this chapter. The two PayPal payment methods that can be used
all over the world are Express Checkout and PayPal Payments Standard.
PayPal payment methods are mutually exclusive, with the exception of PayPal Express
Checkout. You cannot have more than one method enabled at a time. PayPal Express
Checkout can be used with other PayPal payment methods except PayPal Payments
Standard. PayPal Payments Standard cannot be enabled simultaneously with any other
method, including Express Checkout.
Overview
PayPal Express Checkout
With PayPal Express Checkout enabled, customers can click the “Checkout with
PayPal” button to make a secure payment from the PayPal site. You can use Express
Checkout as a standalone solution, or in combination with one of the other solutions.
PayPal Credit
For US merchants, PayPal Credit is now a payment option during checkout. PayPal
Credit, (formerly Bill Me Later) offers your customers access to financing, so they can
buy now and pay later, at no additional cost to you. You are not charged when
customers choose PayPal Credit, and only pay your normal PayPal transaction fee. You
can also use free, ready-made banner ads and a prominent PayPal Credit button in
checkout, to tell your customers while they shop that financing is available.
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Overview
CHAPTER 46: PayPal Payment Solutions
All-In-One Solutions
PayPal offers a variety of PCI-compliant solutions to meet the needs of your growing
business.
PayPal Payments Advanced
(Includes Express Checkout) PayPal Payments Advanced offers your customers a secure
checkout experience without leaving your site. Flexible templates and a low monthly fee
make this an ideal choice for merchants who want to create a more customized checkout
experience.
PayPal Payments Pro
PayPal Payments Pro brings you all the benefits of a merchant account and payment
gateway in one, plus the ability to create your own, fully customized checkout experience.
l
PayPal Payments Pro Hosted Solution (Includes Express Checkout)
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PayPal Payments Pro Payflow Edition (Includes Express Checkout) (UK only)
PayPal Payments Standard
PayPal Payments Standard is the easiest way to accept payments online. You can offer
your customers the convenience of payment by credit card and PayPal by simply adding a
checkout button to your site. During checkout, customers are redirected to PayPal to
complete the payment part of the checkout process. There are no lengthy applications to
complete, or monthly charges to set up in advance. When you make your first sale, PayPal
will guide you through the process of setting up your account.
Payment Gateways
PayPal offers a choice of two payment gateway solutions for your business. You can let
PayPal host your checkout on its secure payment site, or you can take control of the entire
payment experience with a completely customizable solution.
PayPal Payflow Pro
PayPal Payflow Pro is a fully customizable payment gateway that can be used with any
Internet merchant account to process credit card transactions online. Payflow Pro can also
be used to process PayPal Express Checkout transactions.
PayPal Payflow Link
PayPal Payflow Link is a hosted payment gateway with an embedded checkout that keeps
customers on your site. It’s the fast and easy way to add transaction processing to your
site.
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PayPal Business Account
PayPal Access
The PayPal Access Card is like a debit card that can be used to spend or withdraw money
from the PayPal balance of the cardholder. It can be used to make purchases online, or
anywhere else that MasterCard is accepted. It’s like having your PayPal account in your
wallet.
PayPal Access streamlines the process of opening an account with your store.When
customers with PayPal Access register with your store, their address and contact
information is read directly from their PayPal account.
PayPal Business Account
PayPal payment methods that are integrated with Magento require the merchant to have a
PayPal business account and/or a PayPal Payflow account. The type of PayPal account that
is required is specified in the description of each method.
Customers who make purchases using Express Checkout and the Express Checkout for
Payflow Pro must have buyer accounts with PayPal to pay for their purchases. PayPal
Payments Standard (and Website Payments Standard) can work either directly or through a
buyer account, if the PayPal Account Optional parameter is enabled in the Premier or
Business account of the merchant. By default, this parameter is enabled and customers can
choose to enter their credit card information and the billing and shipping addresses and
pay the order amount, or to create a buyer account with PayPal and then pay the order
amount. When the parameter is disabled, the customer must create a buyer account with
PayPal before paying for the order.
Website Payments Pro, Website Payments Pro Payflow Edition, Payflow Pro Gateway, and
Payflow Link require the customer to enter credit card information during checkout.
Fraud filters can be managed from your PayPal merchant account.
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PayPal Payments Advanced
PayPal Payments Advanced is a PCI-compliant solution that lets your customers pay by
debit or credit card without leaving your site. It includes an embedded checkout page that
can be customized to create a seamless and secure checkout experience.
Even customers without a PayPal account can make purchases through PayPal’s secure
payment gateway. Accepted cards include Visa, MasterCard, Switch/Maestro, and Solo
credit cards in the United States and United Kingdom. For additional convenience, PayPal
Express Checkout is included with PayPal Payments Advanced.
You can have two PayPal solutions active at the same time: Express Checkout, plus any
All-In-One or Payment Gateway solution. If you change payment solutions, the one used
previously is disabled.
Checkout Workflow
With PayPal Payments Advanced, your customer stays on your site during the checkout
process. The customer selects the PayPal Payments Advanced payment method on the
Payment Information checkout step and clicks Continue.
The Order Review step appears, with the Pay Now button, instead of the Place Order
button. After the customer clicks the Pay Now button, a PayPal-hosted form opens in the
customer’s browser. The customer specifies the card information and clicks Verify Card. If
the transaction is successful, the customer is redirected to the order confirmation page. The
form also includes the Pay with PayPal button, which redirects the customer to the PayPal
site, where payment can be made with PayPal Express Checkout.
If the transaction fails for any reason, an error message appears on the checkout page and
the customer is directed to repeat the checkout process. These issue are managed by
PayPal.
Order Processing Workflow
Processing orders with PayPal Payments Advanced is the same as processing any regular
order with PayPal. An invoice, shipment, and credit memo (online/offline refund) can be
created. Multiple online refunds are not available for the PayPal Payments Advanced
payment method.
With PayPal Payments Advanced, an order is created in the Admin when a customer clicks
the Place Order button. The order status can be any of the following, depending on the
response from PayPal.
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Processing
The transaction was successful.
Pending Payment
The system did not receive any response from PayPal.
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PayPal Payments Advanced
Canceled
The transaction was not successful for some reason.
Suspected Fraud
The transaction did not pass some of the PayPal fraud
filters; the system receives the response from PayPal that the
transaction is under review by Fraud Service.
PayPal Payments Advanced cannot be used for orders created from the Admin of your store.
Merchant Requirements
PayPal Business Account
If you manage multiple Magento websites, you must have a separate PayPal
merchant account for each.
Setting Up PayPal Payments Advanced
For step-by-step configuration instructions, see PayPal Payments Advanced in the Magento
Community Editiononline user guide.
Setting Up PayPal Payments Advanced
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PayPal Payments Pro
PayPal Payments Pro brings you all the benefits of a merchant account and payment
gateway in one, plus the ability to create your own, fully customized checkout experience.
PayPal Express Checkout is automatically enabled with PayPal Payments Pro, so you can
tap into more than 110 million active PayPal users.
For merchants outside the US, this method is called “PayPal Website Payments Pro.”
You can have two PayPal solutions active at the same time: PayPal Express Checkout, plus
any one of the All-In-One solutions. If you change payment solutions, the one used
previously is automatically disabled.
Checkout Workflow
After customers add products to their shopping carts, they can go to checkout by clicking
the Proceed to Checkout button. In the Payment Information checkout section, they select
the PayPal Direct Payment option, and enter the credit card information.
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PayPal Payments Pro lets your customer stay on your site during the checkout process.
PayPal Express Checkout redirects your customer to the PayPal site to complete the
transaction
Order Processing Workflow
If Payment Action is set to “Authorize,” Magento creates a sales order with the “Processing”
status. In this case, the amount of money to be authorized is pending approval. With
PayPal Payments Pro, you can process the payment online from either the Admin of your
store, or from your PayPal merchant account. If Payment Action is set to “Sale,” Magento
creates both a sales order and invoice.
When checking out products from the shopping cart to multiple addresses simultaneously,
customers can choose to pay with PayPal Payments Pro. At the customer’s request, the
store administrator can also create an order from the Admin, and process the transaction
with PayPal Payments Pro.
An order can be voided online at any time until the order amount is fully invoiced. If
required, the order can be online partially invoiced for a specified quantity of products. For
each partial invoice submitted through the PayPal payment system, a separate transaction
record with a unique ID and of the Capture transaction type will become available on the
Transaction tab, and a separate invoice document will be created on the Invoices tab. The
payment transaction of the type “Authorization” is closed only after the full order amount
is captured.
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PayPal Payments Standard
When capturing the payment transaction, PayPal transfers the order amount from the
buyer’s balance, bank account or credit card to the merchant’s account. If for any reason
the customer returns the purchased products and claims a refund, as with order amount
capturing and invoice creation, you can create an online refund either from the Admin or
from your PayPal merchant account.
Make sure that instant payment notifications are enabled in your PayPal merchant account. An
invoice is created in Magento only after an instant payment notification message is delivered to
Magento from PayPal. Based on these notifications, you can receive detailed payment
information on each transaction from PayPal after you click the Fetch button on the Transaction
page of an order.
Requirements
PayPal Business Account (with Direct Payments Activated)
Setting Up PayPal Payments Pro
For step-by-step configuration instructions, see PayPal Payments Pro in the Magento
Community Edition online user guide.
Setting Up PayPal Payment Pro
PayPal Payments Standard
PayPal Payments Standard is the easiest way to accept payments online. You can offer your
customers the convenience of payment both by credit card and PayPal by simply adding a
checkout button to your store.
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For merchants outside the US, this method is called “PayPal Website Payments Standard.”
With PayPal Payments Standard, you can swipe credit cards on mobile devices. There is no
monthly fee, and you can get paid on eBay. Supported credit cards include Visa,
MasterCard, Discover, and American Express. In addition, customers can pay directly from
their personal PayPal accounts. PayPal Payments Standard is available in all countries on
the PayPal worldwide reference list.
Checkout Workflow
During checkout, the customer is redirected to the PayPal site to complete the transaction.
PayPal Payments Standard is a one-step process for customers whose credit card
information is up-to-date in their personal PayPal accounts. All the customer needs to do
is click the “Pay Now” button to complete the purchase.
Merchant Requirements
PayPal Business Account
Setting Up PayPal Payments Standard
PayPal Payments Standard cannot be enabled simultaneously with any other PayPal method,
including Express Checkout. If you change payment solutions, the one you used previously is
disabled.
For step-by-step configuration instructions, see PayPal Payments Standard in the online
user guide.
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Setting Up PayPal Payments Standard
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PayPal Express Checkout
PayPal Express Checkout helps boost sales by giving your customers the ability to pay by
credit card or from the security of their personal PayPal accounts. During checkout, the
customer is redirected to the secure PayPal site to complete the payment information. The
customer is then returned to your store to complete the remainder of the checkout process.
Choosing Express Checkout adds the familiar PayPal button to your store, which has been
reported to increase sales.*
Customers with current PayPal accounts can make a purchase in a single step, by clicking
the “Check out with PayPal” button. Express Checkout can be added as a standalone, or
added to an existing PayPal solution. If you already accept credit cards online, you can
offer Express Checkout as an additional option to attract new customers who prefer to pay
with PayPal. PayPal Express Checkout can be used as a standalone, or in combination with
one of PayPal’s All-In-One solutions.
Checkout Workflow
With Express Checkout, the customer is redirected to the PayPal site to complete the
transaction. Unlike other payment methods, PayPal Express Checkout allows the customer
to check out at the beginning of the usual checkout flow. With the PayPal Express
Checkout enabled, the “Check out with PayPal” button is available on the product page, in
the shopping cart, and mini shopping cart. Clicking the button redirects the customer to
the PayPal website to review the purchase information. Customers must log in to their
PayPal accounts to complete the transaction. The payment system uses the customer’s
billing and shipping information from the customer’s PayPal account. The customer is then
redirected back to the Magento Review Order page. After the customer places the order in
Magento, the payment information is submitted to PayPal and the payment transaction is
settled.
If the customer uses the one-page checkout and selects the Express Checkout payment
method, the customer is redirected to PayPal during the Payment Review process, just
before the sales order is submitted.
Express Checkout method of payment is unavailable if the customer chooses to check out
the products from the shopping cart to multiple addresses. The store administrator cannot
place an order using the Express Checkout method of payment, because it is also
unavailable from the Admin.
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PayPal Express Checkout
Check Out with PayPal
Requirements
Merchant: Personal PayPal Account
Customer: Personal PayPal Account
Setting Up PayPal Express Checkout
You can have two PayPal solutions active at the same time: Express Checkout, plus an AllIn-One solution. If you enable a different solution, the one used previously is automatically
deactivated.
Process Overview:
Step 1: Configure Your PayPal Account
Step 2: Complete the Required Settings
Step 3: Complete the Basic Settings
Step 4: Complete the Advanced Settings
Step 1: Configure Your PayPal Account
1.
Before you begin, you must configure your PayPal merchant account on the PayPal website.
a.
Log in to your PayPal Advanced account at manager.paypal.com.
b.
Go to Service Settings > Hosted Checkout Pages > Set Up, and make the following
settings:
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c.
2.
CHAPTER 46: PayPal Payment Solutions
CSC
No
Enable Secure Token
Yes
Save the settings.
PayPal recommends that you set up an additional user on your account. To set up an
additional user, do the following:
a.
Go to manager.paypal.com and log in to your account.
b.
Follow the instructions to set up an additional user.
c.
Save the changes.
Step 2: Complete the Required Settings
1.
On the Admin menu, select System > Configuration.
2.
In the Configuration panel on the left, under Sales, select Payment Methods.
3.
If your Magento installation has multiple websites, stores or views, set the Current
Configuration Scope box in the upper-left corner to the target configuration.
4.
In the Merchant Location section, select the Merchant Country where your business is
located.
Merchant Location
5.
If necessary, click to expand the PayPal Express Checkout section. Then, click the
Configure button.
PayPal Express Checkout
6.
Under Required PayPal Settings, in the Express Checkout section, complete the following:
a.
Enter the Email Address that is associated with your PayPal merchant account.
Important! Email addresses are case sensitive. To receive payment, the email address
you enter must match the email address specified in your PayPal merchant account.
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b.
c.
d.
PayPal Express Checkout
Set API Authentication Methods to one of the following:
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API Signature
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API Certificate
If necessary, click the Get Credentials from PayPal button. Then, complete the
following:
l
API Username
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API Password
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API Signature
If you are using credentials from your sandbox account, set Sandbox Mode to “Yes.”
If necessary, click the Sandbox Credentials button and follow the instructions to set
up your testing environment.
e.
If your system uses a proxy server to establish the connection between Magento and
the PayPal payment system, set API Uses Proxy to “Yes.” Then,, complete the
following:
l
Proxy Host
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Proxy Port
7.
When these sections are complete, set Enable this Solution to “Yes.”
8.
To offer financing through PayPal to your customers, see PayPal Credit to learn more.
You have now completed the Required PayPal Settings. At this point, you can either
continue with the Basic and Advanced Settings, or click the Save Config button. You can
return later fine-tune the configuration.
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Step 3: Complete the Basic Settings
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1.
If your store has multiple views, make sure to set the Current Configuration Scope box in
the upper-left corner to the view where these settings apply.
2.
In the Basic Settings - PayPal Express Checkout section, complete the following:
a.
Enter a Title to identify this payment method during checkout. It is recommended to
set the title to “PayPal” for each store view.
b.
If you offer multiple payment methods, enter a number in the Sort Order field to
determine the sequence in which PayPal Payments Standard is listed with the other
methods. Payment methods appear in ascending order based on the Sort Order value.
c.
Set Payment Action to one of the following:
Authorization
Approves the purchase, but puts a hold on the funds.
The amount is not withdrawn until it is “captured” by
the merchant.
Sale
The amount of the purchase is authorized and
immediately withdrawn from the customer’s account.
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Order
d.
PayPal Express Checkout
The amount of the order is neither captured nor authorized in
the customer’s balance, bank account, or credit card at
PayPal. The Order payment action represents an
agreement between the PayPal payment system and the
merchant, which enables the merchant to capture one or
more amounts up to the “ordered” total from the customer’s
buyer account, over a maximum of 29 days. After the funds
are “ordered,” the merchant can capture them at any time
during the following 29 days. Capturing of the order amount
can be done only from the Magento backend, by creating
one or more invoices.
If Payment Action is set to “Order,” complete the following fields:
Authorization Honor Period Defines how long the primary authorization stays valid. The
(days)
value should be equal to the corresponding value in your
PayPal merchant account. The default value in your PayPal
merchant account is 3. To increase this number you need to
contact PayPal. The authorization becomes invalid at 11:49
p.m., U.S. Pacific Time, of the last day.
e.
Order Valid Period (days)
Defines how long the order remains valid. When the order
becomes invalid, you can no longer create invoices for it.
Specify the value equal to the Order Valid Period value in
your PayPal merchant account. The default value in your
PayPal merchant account is 29. To change this number,
you need to contact PayPal.
Number of Child
Authorizations
Defines the maximum number of authorizations for one
order; that is, the maximum number of the online partial
invoices you can create for one order. The number in this
field should be equal to the corresponding setting in your
PayPal merchant account. The default number of child
authorizations in your PayPal account is 1. To increase this
number, you need to contact PayPal.
To display the “Check out with PayPal” button on the product page, set Display on
Product Details Page to “Yes.”
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Basic Settings - PayPal Express Checkout
Step 4: Complete the Advanced Settings
1.
At the bottom of the Basic Settings section, click to expand Advanced Settings. Then,
complete the following:
a.
b.
Set Payment Applicable From to one of the following:
All Allowed Countries
Accepts payment from the countries already specified in
your configuration.
Specific Countries
Accepts payments from only the countries you specify.
Hold the Ctrl key down and in the Payment Applicable From
list, click each country where you accept payment.
Set Debug Mode to “Yes” to write communications with the payment system into the
log file. The log file for PayPal Payments Advanced is payments_payflow_
advanced.log.
In accordance with PCI Data Security Standards, credit card information is not recorded in
the log file.
c.
To enable host authenticity verification, set Enable SSL Verification to “Yes.”
d.
To display a full summary of the customer’s order by line item from the PayPal site,
set Transfer Cart Line Items to “Yes.”
To include up to ten shipping options in the summary, set Transfer Shipping Options
to “Yes.” (This option appears only if line items are set to transfer.)
e.
670
To determine the type of image used for the PayPal acceptance button, set Shortcut
Button Flavor to one of the following:
Dynamic
(Recommended) Displays an image that can be
dynamically changed from the PayPal server.
Static
Displays a specific image that cannot be dynamically
changed.
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f.
To allow customers without PayPal accounts to make a purchases with this method,
set Enable PayPal Guest Checkout to “Yes.”
g.
Set Require Customer’s Billing Address to one of the following:
h.
Yes
Requires the customer’s billing address for all purchases.
No
Does not require the customer’s billing address for any
purchases.
For Virtual Quotes Only
Requires the customer’s billing address for virtual quotes
only.
To specify whether the customer can sign a billing agreement with your store in the
PayPal payment system when there are no active billing agreements available in the
customer account, set Billing Agreement Signup to one of the following:
Auto
The customer can either sign a billing agreement during the
Express Checkout flow or use another method of payment.
Ask Customer
The customer can decide whether to sign a billing
agreement during the Express Checkout flow.
Never
The customer cannot sign a billing agreement during the
Express Checkout flow.
The store owner needs to apply to PayPal Merchant Technical Support to enable billing
agreements. The Billing Agreement Signup parameter must be enabled only after PayPal
confirms that billing agreements are enabled for your merchant account.
i.
To allow the customer to complete the transaction from the PayPal site without
returning to your Magento store for Order Review, set Skip Order Review Step to
“Yes.”
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2.
Complete the following sections as needed for your store:
PayPal Billing Agreement Settings
A billing agreement is a sales agreement between the merchant and customer that has been
authorized by PayPal for use with multiple orders. During the checkout process, the Billing
Agreement payment option appears only for customers who have already entered into a
billing agreement with your company. After PayPal authorizes the agreement, the payment
system issues a unique reference ID to identify each order that is associated with the
agreement. Similar to a purchase order, there is no limit to the number of billing
agreements a customer can set up with your company.
1.
To make billing agreements available to your customers, click to expand the PayPal
Billing Agreement Settings section.
2.
Set Enabled to “Yes.” Then, do the following:
a.
Enter a Title to identify the PayPal Billing Agreement method during checkout.
b.
If you offer multiple payment methods, enter a number in the Sort Order field to
determine the sequence in which Billing Agreement appears when listed with
other payment methods during checkout.
c.
Set Payment Action to one of the following:
Authorization
672
Approves the purchase, but puts a hold on the
funds. The amount is not withdrawn until it is
“captured” by the merchant.
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Sale
d.
e.
The amount of the purchase is authorized and
immediately withdrawn from the customer’s
account.
Set Payment Applicable From to one of the following:
All Allowed Countries
Accepts payment from the countries already specified
in your configuration.
Specific Countries
Accepts payments from only the countries you
specify. Hold the Ctrl key down and in the Payment
Applicable From list, click each country where you
accept payment.
To record communications with the payment system in the log file, set Debug
Mode to “Yes.”
The log file is stored on the server and is accessible only to developers. In accordance
with PCI Data Security Standards, credit card information is not recorded in the log file.
f.
To enable SSL verification, set Enable SSL verification to “Yes.”
g.
To display a summary of each line item in the customer’s order on your PayPal
payments page, set Transfer Cart Line Items to “Yes.”
h.
To allow customers to initiate a billing agreement from the dashboard of their
customer account, set Allow in Billing Agreement Wizard to “Yes.”
PayPal Billing Agreement Settings
Settlement Report Settings
1.
Click to expand the Settlement Report Settings section.
2.
If you have signed up for PayPal’s Secure FTP Server, enter the following SFTP login
credentials:
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l
Login
l
Password
3.
To run test reports before “going live” with Express Checkout on your site, set
Sandbox Mode to “Yes.”
4.
Enter the Custom Endpoint Hostname or IP Address. By default, the value is:
reports.paypal.com
5.
Enter the Custom Path where reports are saved. By default, the value is:
/ppreports/outgoing
6.
To generate reports according to a schedule, under Scheduled Fetching, make the
following settings:
a.
Set Enable Automatic Fetching to “Yes.”
b.
Set Schedule to one of the following:
l
Daily
l
Every 3 Days
l
Every 7 Days
l
Every 10 Days
l
Every 14 Days
l
Every 30 Days
l
Every 40 Days
PayPal retains each report for forty-five days.
c.
Set Time of Day to the hour, minute, and second when you want the reports to
be generated.
PayPal Settlement Report Settings
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Frontend Experience Settings
The frontend experience settings give you the opportunity to choose which PayPal logos
appear on your site, and to customize the appearance of your PayPal merchant pages.
1.
Click to expand the Frontend Experience Settings section.
2.
Select the PayPal Product Logo that you want to appear in the PayPal block in your
store. The PayPal logos are available in four styles and two sizes. Options include:
3.
l
No Logo
l
We Prefer PayPal (150 x 60 or 150 x 40)
l
Now Accepting PayPal (150 x 60 or 150 x 40)
l
Payments by PayPal (150 x 60 or 150 x 40)
l
Shop Now Using PayPal (150 x 60 or 150 x 40)
To customize the appearance of your PayPal merchant pages, do the following:
a.
b.
Enter the name of the Page Style that you want to apply to your PayPal
merchant pages. Options include:
paypal
Uses the PayPal page style.
primary
Uses the page style that you identified as the
“primary” style in your account profile.
your_custom_value
Uses a custom payment page style, which is
specified in your account profile.
In the Header Image URL field, enter the URL of the image that you want to
appear in the upper-left corner of the payment page. The maximum file size is
750 pixels wide by 90 pixels high.
PayPal recommends that the image be located on a secure (https) server. Otherwise,
the customer’s browser may warn that “the page contains both secure and nonsecure
items.”
c.
Enter the six-character hexadecimal code, without the “#” symbol, for each of the
following:
Header Background
Color
Background color for the checkout page header
Header Border Color
2-pixel border around the header.
Page Background Color
Background color for the checkout page and around
the header and payment form.
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3.
When complete, click the Save Config button.
Save Customer Billing Address
The complete billing address of the customer can be saved when the customer pays with
PayPal Express Checkout. The billing address can be received from PayPal, and can be
edited by the customer. Make sure that your PayPal merchant account is configured to save
the customer billing address. Contact PayPal technical support for more information.
Billing Address Workflow
When customers choose to pay using PayPal Express Checkout, they are redirected to
PayPal. After logging in to PayPal and reviewing the payment information, they are
redirected back to the Order Review page of your store, where they can complete the
checkout process and place the order.
If you have set up your PayPal Express Checkout Advanced settings to skip the order
review step, the customer can pay for the order on the PayPal site by clicking the Pay Now
button.
If a billing address cannot be received from PayPal because of your configuration or due to any
other reasons, the billing address fields on the Order Review page are prepopulated with the
shipping address values. A customer can edit them if necessary.
If a customer leaves the billing and shipping addresses without changes, the Place Order
button is enabled when the customer selects the shipping method in the Shipping Method
field.
If the customer edits the billing or shipping address, the Place Order button is disabled.
The customer needs to click the Update Order Data button first. The system will update
the information, including the available shipping methods, and the Place Order button will
be enabled.
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After the customer clicks Place Order, the order is created in Magento, and PayPal performs
the related transaction(s). The complete billing and shipping addresses are saved in the
order record in Magento.
To save the customer billing address:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Payment Methods.
3.
Under PayPal Express Checkout, click the Configure link, and do the following:
4.
a.
Set Require Customer’s Billing Address to “Yes.”
b.
To request the customer’s billing address only for orders with downloadable and/or
virtual products, set Require Customer’s Billing Address to “For Virtual Quotes
Only.”
Click the Save Config button.
Managing Order Transactions
Magento includes the option to use the Order payment action for the PayPal Express
Checkout payment method. When a store customer submits an order, having paid using
the PayPal Express Checkout payment method, for which the Order payment action is set,
the funds on the customer’s card are authorized. If the authorization times out before you
capture all payment, the authorization is voided, and a new authorization and capture are
conducted when you create an invoice. Only the amount equal to the invoice total is
authorized and captured. The maximum number of these authorizations for one order, and
the periods for which the first authorization and the order in general stay valid, depend on
your PayPal merchant account settings. These parameters need to be specified in the
Magento Admin Panel as well. Capturing can be done only from the Magento Admin Panel,
by creating one or more invoices.
Situations in which using the Order transaction may be appropriate include the following:
l
l
l
Back orders, in which available items are sent immediately, and the remaining part of
the order is sent when available; this may include more than two shipments
Split orders, in which ordered items are sent in more than one shipment, perhaps to
different addresses, and you want to collect a payment for each shipment
Drop shipments, which are shipments from other vendors for which you accept the
payment
Using the Order payment action does not influence the checkout process for store
customers.
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Payment Action Set to “Order”
When the store customer submits the order, having paid using the PayPal Express
Checkout payment method, for which the Order payment action is set, the order (with
Processing status) is created in the Admin. Two transactions are created for this order: one
with type Order and one with type Authorization.
The funds on the customer’s account are put on hold, and you can capture the payment
only from the Admin. To capture, you need to create an online invoice. When you choose to
create an online invoice, Magento determines whether the number of days passed from the
first authorization exceeds the Order Valid Period value. If more days have passed, you
cannot create an online invoice for this order.
If the order is valid, Magento determines whether the first authorization is valid,
comparing the number of days passed with the Authorization Honor Period value. If the
authorization is valid, the necessary sum is captured; the rest is left on hold, and the
number of captures is not limited. If the authorization is not valid anymore, it is voided. A
new authorization and capture are created, but for the invoice total (not the order total).
From this moment, each time you create an online invoice for this order, a new
authorization and capture will be conducted only for invoice totals.
Also, Magento will determine whether the number of the conducted captures is equal to the
Number of Child Authorizations value each time. If the number specified there is already
reached, creating online invoices for the order will not be possible.
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PayPal Credit
For US merchants, PayPal Credit is now a payment option during checkout. PayPal Credit,
(formerly Bill Me Later) offers your customers access to financing, so they can buy now and
pay later, at no additional cost to you. You are not charged when customers choose PayPal
Credit, and only pay your normal PayPal transaction fee. You can also use free, ready-made
banner ads and a prominent PayPal Credit button in checkout, to tell your customers while
they shop that financing is available.
PayPal Credit
According to an August 2013 Forrester Consulting study commissioned by PayPal, PayPal
Credit (Bill Me Later) can increase sales up to 18%, with about one-third resulting from the
six months’ same-as-cash payment option. To learn more, visit the PayPal site.
Before you configure PayPal Credit in your store, make sure it is enabled in your PayPal account .
To enable PayPal Credit:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Payment Methods.
3.
Under PayPal Express Checkout, or one of the All-In-One solutions that includes PayPal
Express Checkout, click the Configure link. Then, do the following:
4.
a.
Click to expand Required PayPal Settings.
b.
Set Enable PayPal Credit to “Yes.”
Click the Save Config button.
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Learn More about PayPal Credit
To enable PayPal Credit banners:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Payment Methods.
3.
Under PayPal Express Checkout, click the Configure link.
4.
Click to expand Required PayPal Settings section. Then, click to expand Advertise PayPal
Credit section.
Advertise PayPal Credit
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5.
Click the Get Publisher ID from PayPal button and follow the directions to get your
account information. Then, enter your Publisher ID.
6.
Click to expand the Home Page section. Then, do the following:
a.
To place a banner on the page, set Display to “Yes.”
b.
Set Position to one of the following:
c.
7.
8.
l
Header (center)
l
Sidebar (right)
Set Size to one of the following:
l
190 x 100
l
234 x 60
l
300 x 50
l
468 x 60
l
728 x 90
l
800 x 66
Repeat the previous step for each of the following sections:
l
Catalog Category Page
l
Catalog Product Page
l
Checkout Cart Page
When complete, click the Save Config button.
These examples do not represent the actual size of the banners, but show their relative
shape and proportion.
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Billing Agreements
The Billing Agreement functionality enables customers to sign an agreement with the
payment system and eases the process of checkout because customers do not need to
specify payment information again and again. During the shopping cart checkout, the
customer can simply choose a billing agreement as a payment method and based on its
number; the payment system will charge the customer's account. The store administrator
can manage customer’s billing agreements from both the Customer and Sales sections of
the Admin menu.
Sales Management
The list of all billing agreements for all customers is available under Sales > Billing
Agreements. Here, the store administrator can filter the records by the customer or billing
agreement information including billing agreement reference ID, status, and creation date.
A specific record provides general information about the selected billing agreement and
about all sales orders that relate to it. The store administrator can view, cancel, or delete a
customer’s billing agreements in the Sales Management area. Billing agreements can be
canceled or deleted by clicking the corresponding buttons located in the upper right part of
the Billing Agreement page. An already canceled billing agreement can only be deleted by
the store administrator.
Customer Management
Billing agreements created by a single customer can be seen on the Billing Agreements tab
of the customer account page in the Admin (Customers > Manage Customers). From here,
the store administrator can open a required billing agreement to view its general
information and sales orders relating to it, cancel a billing agreement, or delete it.
Customer Account Workflow
Customers can create billing agreements by signing in to their customer accounts, selecting
the billing agreement payment method, and initiating the Billing Agreement process.
When a billing agreement is created, it is submitted to the PayPal payment system and
recorded in the customer account, along with reference information. There is no limit to the
number of billing agreements a customer can create. The customer can also cancel some, or
all of the billing agreements on the Billing Agreement page of the customer account. The
status of each billing agreement is shown as either “Active” or “Canceled.” When a billing
agreement is canceled, it cannot be reactivated.
When checking out products from the shopping cart, a customer who has already entered
into a billing agreement with PayPal can choose the PayPal Billing Agreement payment
method in the Payment Information section of the checkout page, and select the billing
agreement reference ID from the list. When the customer places the order, the billing
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agreement reference ID and sales order payment details are transferred to the PayPal
payment system. After the payment system confirms the payment, a sales order is created
in Magento.
Sales Order Workflow
Customers who do not yet have a billing agreement with PayPal can choose PayPal Express
Checkout, and select “Sign a billing agreement” to streamline the process. They are then
redirected to the PayPal payment system where the billing agreement can be signed. After
the billing agreement is signed, the customer returns to the checkout page. where the order
is placed. A corresponding record appears in the billing agreements list.
Customers can also sign a billing agreement from the mini shopping cart or product page
by clicking the “Check out with PayPal” button. When making a purchase with PayPal
Express Checkout, the customer can choose to enter into a billing agreement PayPal. If the
customer cancels creating a billing agreement, the order is created through the normal
PayPal payment process.
Customers with one or more billing agreements can still create a new billing agreement
from their customer account, but cannot enter into a new billing agreement through PayPal
Express Checkout.
When the customer signs a billing agreement during checkout, PayPal creates a payment
transaction through ayPal Express Checkout, and a billing agreement reference ID is sent
to the customer and to the store. The current order is not related to the billing agreement
that is signed. Related billing agreement order records are created the next time the
customer chooses to use the billing agreement as a payment method to place an order.
To enable billing agreements:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Payment Methods.
3.
Click the Configure button for one of the following PayPal solutions:
4.
l
PayPal Express Checkout
l
PayPal Payments Advanced (includes Express Checkout)
l
PayPal Payments Pro (includes Express Checkout)
Scroll down to the PayPal Billing Agreement Settings section, and do the following:
a.
Set Enabled to “Yes.”
a.
Enter a Title to identify the PayPal Billing Agreement method during checkout.
b.
If you offer multiple payment methods, enter a number in the Sort Order field to
determine the sequence in which Billing Agreement appears when listed with other
payment methods during checkout.
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c.
d.
e.
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Set Payment Action to one of the following:
Authorization
Approves the purchase, but puts a hold on the funds.
The amount is not withdrawn until it is “captured” by
the merchant.
Sale
The amount of the purchase is authorized and
immediately withdrawn from the customer’s account.
Set Payment Applicable From to one of the following:
All Allowed Countries
Accepts payment from the countries already specified in
your configuration.
Specific Countries
Accepts payments from only the countries you specify.
Hold the Ctrl key down and in the Payment Applicable From
list, click each country where you accept payment.
To record communications with the payment system in the log file, set Debug Mode to
“Yes.”
The log file is stored on the server and is accessible only to developers. In accordance with
PCI Data Security Standards, credit card information is not recorded in the log file.
5.
f.
To enable SSL verification, set Enable SSL verification to “Yes.”
g.
To display a summary of each line item in the customer’s order on your PayPal
payments page, set Transfer Cart Line Items to “Yes.”
h.
To allow customers to initiate a billing agreement from the dashboard of their
customer account, set Allow in Billing Agreement Wizard to “Yes.”
When complete, click the Save Config button.
PayPal Billing Agreement Settings
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Settlement Reports
The PayPal Settlement report provides the store administrator with the information about
each transaction that affects the settlement of funds.
Before generating settlement reports, the store administrator must contact PayPal Merchant
Technical Services to create an SFTP user account, and enable settlement reports and SFTP
for the PayPal business account.
After configuring and enabling settlement reports in the PayPal merchant account, Magento
will start generating reports within twenty-four hours.
The store administrator can fetch the most recent settlement reports by clicking the Fetch
Updates button located in the upper right part of the page. After clicking it, a dialog box
appears, stating that the system will connect to the PayPal SFTP server to fetch the reports.
When all recent reports are added to the list, the Infolog message appears, stating the
number of reports fetched. The report includes the following additional information for each
transaction:
To enable settlement reports:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Payment Methods.
3.
Click the Configure button for one of the following PayPal solutions:
4.
l
PayPal Express Checkout
l
PayPal Payments Advanced (includes Express Checkout)
l
PayPal Payments Pro (includes Express Checkout)
Scroll down to the Settlement Report Settings section, and do the following:
a.
Enter your SFTP Credentials.
b.
Complete the remaining information according to your business requirements.
For detailed configuration instructions, see the knowledge base article for your PayPal
solution.
c.
When complete, click the Save Config button.
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Settlement Report Settings
To view the settlement reports:
On the Admin menu, select Reports > Sales > PayPal Settlement Reports.
Field Descriptions
FIELD
DESCRIPTION
PayPal Reference ID Type One of the following reference codes:
Order ID
Transaction ID
Subscription ID
Preapproved Payment ID
Options include:
Custom
The text entered by the merchant
on the transaction in PayPal.
Transaction Debit or Credit The direction of money
movement of gross amount.
Fee Debit or Credit
The direction of money
movement for fee.
Settlement Report
FIELD
686
DESCRIPTION
Report Date
The date when the settlement report was generated.
Merchant Account
The encrypted merchant account number generated by PayPal.
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Settlement Report (cont.)
FIELD
DESCRIPTION
Transaction ID
The identification of a transaction of the money moving event.
Transaction ID is generated by PayPal and cannot be changed
by the merchant.
Invoice ID
The identification of an invoice generated within Magento. The
field can be populated with either an invoice ID sent with the
capture request or with the value of the invoice ID (if any) from
the authorizing transaction.
PayPal Reference ID
The identification of a related, pre-existing transaction or event.
Event Code
The code assigned to the transaction according to the event that
has initiated it. Among these can be website payments standard
payment, express or direct checkout API, pre-approved
payment, subscription payment, and so on.
Initiation Date
The date and time the transaction was initiated.
Completion Date
The date and time the transaction was completed.
Gross Amount
The amount of the payment between the two parties and before
fees.
Fee Amount
The amount of fee associated with the settlement. All transaction
fees are included in this amount. Fees are never amortized
across several transactions.
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PayPal Payflow Pro
PayPal Payflow Pro gateway, formerly known as Verisign, is a payment method available
for customers of the USA, Canada, Australia, and New Zealand. Similar to other PayPal
payment methods that are provided in Magento, PayPal Payflow Pro Gateway requires that
the store owner have a merchant account at PayPal. The PayPal Payflow Pro gateway links
the merchant account at PayPal and the merchant’s website, and acts both as a gateway
and a merchant account. With PayPal Payflow Pro Gateway, payments are processed
directly on the merchant websites and customers are not redirected to PayPal. Unlike other
PayPal payment methods, the pricing for using the Payflow Pro Gateway method of
payment is fixed no matter how many transactions are submitted. That is, merchants pay
a fixed monthly fee plus a fixed fee for each transaction regardless of their number.
PayPal Payflow Pro allows customers to enter their credit card information during
checkout, without leaving the store checkout page and without using PayPal hosted forms.
Additionally, payments are accepted through PayPal Payflow Pro at the time an order is
placed. PayPal Payflow Pro does not require customers to have buyer accounts at PayPal;
but depending on the merchant country, customers may use their PayPal buyer accounts
for paying through the gateway. You can view all Payflow Pro Gateway transactions in your
PayPal business account.
Customer Workflow
After customers add products to their shopping carts and proceed to the checkout, they
specify their billing and/or shipping addresses and the shipping method. Then, in the
Payment Information section of the Checkout page, they can select the Payflow Pro
payment method, enter the type of credit card, its number, expiration date, and the card
verification number. Customers are not redirected to the PayPal website when they choose
to pay with Payflow Pro Gateway. Depending on the payment action selected in the
configuration of the payment method, either a sales order or a sales order and an invoice is
created.
Order Processing Workflow
Orders paid with Payflow Pro Gateway can be processed online only from Magento. Here,
you can submit an online invoice and as a result a corresponding transaction and an
invoice will be created. Regarding order amount refunds, you can also submit them online
from the created invoice.
Partial invoices are not available when using PayPal Payflow Pro. The Qty to Invoice field is
unavailable for editing. The partial refund is unavailable as well.
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PayPal Payflow Link
PayPal Payflow Link
PayPal PayFlow Link is available for merchants in the United States and Canada only; this
method requires a Payflow merchant account. PayFlow Link cannot be used for orders
created from the Admin.
In general, order processing with PayPal PayFlow Link is the same as processing orders
with PayPal. An invoice, shipment, and credit memo (online/offline refund) can be created.
PayPal Payflow Link passes the card information directly to PayPal. It is never stored in
Magento system. The customer is not required to have a PayPal account to use this
method. Multiple online refunds are not available with PayPal PayFlow Link.
Customer Workflow
The customer selects the PayFlow Link payment method on the Payment Information
checkout step and clicks Continue. The Order Review step appears, where the Pay Now
button is available instead of the usual Place Order button. After the customer clicks Pay
Now, the PayPal-hosted form, where the credit card information can be entered, loads in
the checkout page. The customer specifies the card information and clicks Pay Now. If the
transaction is successful, the customer is redirected to the order confirmation page.
The Cancel Payment link redirects the customer to the Payment Information step of the
checkout, with the payment method selected. If the transaction fails on any reason, an
error message appears on the checkout page and the customer is directed to repeat the
checkout process. These situations are managed by PayPal.
Order Workflow
When a customer clicks the Pay Now button on the last checkout step, the order is created
with a “Pending Payment” status. After the customer enters the card information and clicks
the Pay Now button on the PayPal site, the status of the order changes, depending on the
response the system receives from PayPal. If the customer clicks the Cancel Payment link,
the order status changes to Canceled. The new order is created when a customer proceeds
with the checkout.
Processing
The transaction was successful.
Pending Payment
The system did not receive any response from PayPal.
Canceled
The transaction was not successful for some reason.
Suspected Fraud
The transaction did not pass some of the PayPal fraud
filters. The system receives the response from PayPal that the
transaction is under review by Fraud Service.
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PayPal Fraud Management Filters
Magento Community Edition supports PayPal fraud management filters for owners of
Website Payments Pro PayPal accounts. The filers can be used for orders that are paid by
PayPal Express Checkout or PayPal Website Payments Pro. Fraud management filters are
managed through your PayPal merchant account.
PayPal fraud management filters make it easier to detect and respond to fraudulent
transactions, and can be configured to flag, hold for review, or deny riskier payments.
Magento order status values changed according to the fraud filter settings.
Filter Actions
ACTION
Review
DESCRIPTION
If you set the filter action to “Review,” the suspected order receives the
status ”Payment Review” when the order is placed. You can review the
order and approve, or cancel the payment in the Admin, or on the PayPal
side. When you click the Accept Payment or the Deny Payment buttons,
no new transactions for the order are created.
If you change the status of the transaction on the PayPal site, you must
click the Get Payment Update button in the upper-right corner of the
Order page in the Admin to apply the changes. If you click Accept
Payment or Deny Payment, the changes made at the PayPal site are
applied.
Deny
If you set the filter action to “Deny,” the suspected order cannot be
placed by the customer, because the corresponding transaction is
rejected by PayPal.
To deny the payment from the Admin, click the Deny Payment button in
the upper-right corner of the page. The order status changes to
“Canceled,” the transaction is reverted, and funds are released on the
customer’s account. The corresponding information is added in the
Comments History section of the order view.
Flag
690
If you set the filter action to “Flag”, the suspected order gets the status
”Processing” when it is placed. The corresponding transaction is marked
with a “flag” in the list of the merchant account transactions.
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PayPal Solutions by Country
PayPal Solutions by Country
PayPal Solutions
COUNTRY
United States
PAYPAL PAYMENT SOLUTION
PayPal Payments Advanced (Includes Express Checkout)
PayPal Payments Pro (Includes Express Checkout)
PayPal Payments Standard+
PayPal Payflow Pro (Includes Express Checkout)
PayPal Payflow Link (Includes Express Checkout)
PayPal Express Checkout
Canada
PayPal Payments Pro (Includes Express Checkout)
PayPal Payments Standard
PayPal Payflow Pro
PayPal Payflow Link (Includes Express Checkout)
PayPal Express Checkout
Australia
PayPal Payments Standard
PayPal Payflow Pro
PayPal Payments Pro Hosted Solution
PayPal Express Checkout
United Kingdom
PayPal Express Checkout
PayPal Payments Standard
PayPal Payments Pro Payflow Edition (Includes Express
Checkout)
PayPal Payments Pro Hosted Solution
Japan
PayPal Express Checkout
PayPal Payments Standard
PayPal Website Payments Plus (PayPal Payments Pro Hosted
Solution)
France
PayPal Express Checkout
PayPal Payments Standard
PayPal Integral Evolution (PayPal Payments Pro Hosted
Solution)
Italy
PayPal Express Checkout
PayPal Payments Standard
PayPal Pro (PayPal Payments Pro Hosted Solution)
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PayPal Solutions (cont.)
COUNTRY
Spain
PAYPAL PAYMENT SOLUTION
PayPal Express Checkout
PayPal Payments Standard
PayPal Pasarela integral (PayPal Payments Pro Hosted
Solution)
Hong Kong
PayPal Express Checkout
PayPal Payments Standard
PayPal Payments Pro Hosted Solution
New Zealand
PayPal Express Checkout
PayPal Payments Standard
PayPal Payflow Pro
Others
PayPal Express Checkout
PayPal Payments Standard
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Payment Solutions & Gateways
Magento Community Edition supports a wide range of payment solutions and
gateways that offer merchant services in all parts of the world. Unlike some payment
solutions that transfer control to complete the transaction on another site, a payment
gateway makes it possible for you to accept credit card payments directly from your
store.
Checkout Payment Information
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Payment Solutions by Region
Worldwide
Amazon Simple Pay
Amazon offers easy payment and checkout solutions for physical goods retailers that allow
customers to use their Amazon.com accounts as a payment method. Magento Community
Edition supports the following payment solutions from Amazon:
l
Amazon Simple Pay
l
Checkout by Amazon
PayPal
With PayPal’s deep integration with Magento, you can easily accept credit cards and PayPal
payments using PayPal, all while keeping customers on your site. Already have a merchant
account? Add PayPal Express checkout to increase conversion.
Authorize.Net
Authorize.Net includes free fraud tools, free customer support, a free website seal, and the
ability to accept multi-channel payments: online, mail order/telephone order, retail and mobile.
Trusted by 300,000 customers.
ChronoPay
Established in Amsterdam in 2003, ChronoPay offers payment solutions for the global market.
The company has a large presence in the Russian market. Magento Community Edition supports
the following ChronoPay payment solutions:
l
ChronoPay Standard
l
ChronoPay Gateway
CyberSource
CyberSource, a wholly-owned subsidiary of Visa Inc., is a payment management company.
Over 330,000 businesses worldwide use CyberSource to process online payments, streamline
fraud management, and simplify payment security.
First Data
Fast, convenient, and secure. With over forty years of industry leading experience Express
Merchant Processing Solutions (EMPS) powered by First Data helps millions of businesses like
yours bring safe, easy, cost-effective payments to their customers with affordable support,
regardless of size.
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Payment Solutions by Region
Europe
CyberMut Payment
CyberMut is a secure payment service operated by the French Bank, Crédit Mutuel. To use
CyberMut, you must open a business account with the bank.
iDEAL
iDEAL is a collection of technical agreements between banks and transaction processors (a
protocol) and not a centralized electronic payment system. The iDEAL protocol provides an
immediate online transfer from the buyer’s bank account to the bank account of the online store.
Magento Community Edition support the following iDEAL payment solutions:
l
iDEAL Basic
l
iDEAL Advanced
Ogone
Ogone Payment Services delivers non-face-to-face businesses the payment solutions platform,
added value opportunities and technology advancements that become essential for the way
payments are performed, managed and secured today.
Paybox
Paybox Services provides merchant accounts and eCommerce payment services for merchants
in Europe. Magento Community Edition supports the following Paybox payment methods:
l
Paybox Direct
l
Paybox System
Protx Standard
Protx is one of the largest payment processors in the United Kingdom. In 2006, Protx was
acquired by Sage Pay.
Oceania
eWAY Direct
Focusing on high-level standards in technology, innovations and customer care, eWay has
become Australia’s award-winning payment gateway. eWAY specializes in delivering
successful eCommerce payment gateway services to thousands of merchants. Magento
Community Edition supports the following eWAY payment methods:
l
eWAY Direct
l
eWAY Shared
l
eWAY 3D Secure
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Flo2Cash Payment Web Service
New Zealand-based Flo2Cash provides and approves Credit Card and Direct Debit facilities and
is a leading provider of payment processing services and solutions, which enables businesses of
all sizes to streamline their payment processes; this in turn improves cash flow and reduces
operating expense.
Testing Credentials
When testing the configuration of a payment gateway, use the following credentials for test
transactions.
696
Visa
4111111111111111
MasterCard:
5555555555554444
American Express:
378282246310005
Expiration Date:
Any future date
CVV/CVC:
123 or 000
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Authorize.Net
Authorize.Net
Authorize.Net gives merchants the ability to accept credit card and payments through the
Authorize.Net payment gateway. It processes the credit card information entered during
checkout, and creates a transaction either for the payment authorization or for the payment
authorization and a capture of the funds, depending on the configuration.
Authorize.Net can be used to pay for purchases made from the storefront or for orders
placed from the Admin. Orders that use the Authorize.Net payment method can be
processed from your store's Admin and also from the Authorize.Net merchant
account.Based on the response that Magento receives from Authorize.Net, an order is
created in Magento with an assigned Authorize.Net transaction number.
Capture Workflow
Authorize.Net does not allow partial invoices to be created from Magento. The Qty to
Invoice field cannot be edited on the New Invoice for Order page. When an invoice is
captured online, a corresponding document with status of “Paid” is created and appears in
the list of Invoices. In addition, a Capture transaction is added to the list of Transactions.
You can partially capture the order amount from the Authorize.Net merchant account.
However, Authorize.Net does not allow for the remaining amount to be captured. In the
case of a partial capture from Authorize.Net, no invoice or transaction is created in
Magento for the order.
To find an order:
1.
On the Admin menu, select Sales > Orders.
2.
In the list, click to open the order.
3.
On the order detail page, click the Invoicebutton.
The Amount field of the order has the following payment actions:
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Payment Actions
PAYMENT ACTION
Capture Online
DESCRIPTION
When an invoice is submitted, the system captures the payment
amount through the external payment gateway. In this case, an
invoice and a transaction of the “Capture” type are added to the
order detail page. If a payment is captured online, you can later
create an online credit memo from the invoice, if required.
A payment capture transaction can be voided only from your
Authorize.Net merchant account.
Capture Offline
When an invoice is submitted using this option, the does not
capture the payment, and only an offline invoice is created in
Magento. It is assumed that the payment will be captured directly
through the payment gateway, and you do not have the option to
capture the payment online through Magento.
If the invoice is captured online, you cannot create an online
refund from Magento.
Not Capture
When an invoice is submitted using this option, Magento does
not capture the payment, and no corresponding transaction is
created in the Authorize.Net merchant account. However, it is
assumed that you will capture the payment online through
Magento at a later date. Therefore, the Capture button is
available in the completed invoice, which has a status
temporarily set to “Pending.”
The order can be canceled at any time before the payment is
captured. After the payment has been captured, a credit memo
must be generated to cancel the order.
Partial Authorization with Authorize.Net
Authorize.Net gives you the ability to accept multiple credit cards as payment for a single
order. If there isn’t enough remaining balance on a single card to cover the purchase, the
amount can be distributed across multiple cards. Up to five credit cards can be used to pay
for a single order. Partial authorization can be activated in the Authorize.Net configuration
at either the global, or website level.
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Partial Authorization During Checkout
Customer Workflow
During the checkout process, the customer selects Authorize.Net, enters the card
information, and proceeds to Order Review. When the customer clicks the Place Order
button, the request is sent to Authorize.Net. If the amount available on the card is not
enough to cover the order total, the following message appears:
The amount on your credit card is insufficient to complete your purchase. The available
amount has been put on hold. To complete your purchase, click Continue and specify
additional credit card number. To cancel the purchase and release the amount on hold, click
Cancel.
If the customer chooses to continue, the Payment Information checkout step reappears,
and the customer is prompted to enter another credit card. The information about the
previously used credit cards appears as well.
If the customer clicks the Cancel button, all authorizations are reversed. The customer can
then choose another payment method to complete the purchase. If the customer closes the
browser window, the authorizations remain active until they expire. The term of each
authorization depends on the bank that issued the credit card. An order is created only
after the total amount of the order is captured.
If the customer reaches the limit of five cards that can be used for one order, the following
message appears during Order Review:
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You have reached the maximum number of credit cards that can be used for the payment.
When the customer clicks the OK button, the Payment Information checkout step
reappears, with the following message:
You have reached the maximum number of credit cards that can be used for one payment.
The available amounts on all used cards were insufficient to complete payment. The
payment has been canceled and amounts on hold have been released.
The system sends a request to Authorize.Net to void all authorizations of this payment.
The customer can now choose another payment method, or try a different credit card.
During partial authorization, the bank might reject the transaction, For example, the daily
limit for the card might be exceeded. In this case, Authorize.Net sends the appropriate
response to Magento and the following message appears:
Your credit card has been declined. Click Continue to specify another credit card to complete
your purchase. Click Cancel to release the amount on hold and select another payment
method.
If the customer decides to reverse the payment and clicks Cancel, the payment is reversed,
and a request is sent to Authorize.Net to release the amounts on hold from the previously
entered cards. The customer can then select another payment method. If the customer
chooses to continue, the Payment Information checkout step reappears, and the customer
is prompted to enter another credit card.
Before the order is placed, the customer can click the Cancel button from the Payment
Information step to reverse all authorizations and release all amounts.
If the customer changes any order information after having started the partial
authorization process, an error will occur when the order is submitted. In such a case, all
authorizations are released, and the customer is redirected to the Payment Information
checkout step.
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Admin Workflow
Partial authorization can be applied to new orders and recorders from the Admin. After you
choose the Authorize.Net payment method, enter the card information, and click the
Submit Order button, the request is sent to Authorize.Net. If the amount on the card is not
enough to cover the order, the available funds are put on hold, and the partial
authorization is triggered. A message appears on the Create New Order page, asking if you
want to continue. If you choose to continue, the system displays the information about the
previously used credit cards, and prompts you to enter another credit card. If you click the
Cancel button, all authorizations are reversed.
If you close the browser window during the partial authorization process, the
authorizations remain active until they expire. The term of authorization depends on the
bank that issued the credit card.
If payment is not complete, you can click the Cancel button in the upper-right corner.
Magento then sends a request to Authorize.Net to void the authorization for all cards that
were entered during the process, and the amounts on hold are released. If the payment
gateway is not able to void authorization for some transactions, the order is canceled by
the system only.
Do not change any order information after the partial authorization process begins.
Otherwise, an error occur when you submit the order, and all authorizations are released
automatically.
Refund Workflow
When processing a refund for an order that was paid with partial authorizations, Magento
refunds the correct captured amount to each card. The process is managed by the system,
and requires no action on your part.
When initiating an online invoice or refund, and some authorizations fail, the system
proceeds with the remaining authorizations, but does not generate the invoice or refund.
After all authorizations have been processed, information about the successful
authorizations, as well as any that failed, appears in the header of the order. The same
information is added to the order comments section of the order. The administrator is then
prompted to process the failed authorizations manually, by creating an offline invoice or
offline refund in Magento.
For a partial refund, the amounts are refunded to the cards from which they originated, in
the order of authorization. The amount captured from the first card is the first to be
refunded. In this order, it is possible for the amount reversed on the last card to be less
than what was captured during the partial authorization process. In this case the
transaction for the card remains open, and can be closed in the next partial refund.
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Magento stores only the last four digits of the credit card number. For a period of 120 days
after the payment, Authorize.Net allows merchant systems to submit a refund using the
last four digits of the credit card. After 120 days have passed, you cannot process an online
refund for an order that was paid with Authorize.Net.
Because American Express does not support authorization reversals, it is not possible to
create an online refund for any purchases paid for with this method. In such a case, you
can create an offline refund, and settle the situation by releasing the customer’s funds
through the appropriate merchant account, outside of the Magento system.
To enable partial authorization:
1.
On the Admin menu, select System > Configuration.
2.
In the upper-left, set Current Configuration Scope as needed. To use partial authorization
at the global level, accept the “Default Config” setting.
3.
In the panel on the left under Sales, select Payment Methods. Then, click to expand the
Authorize.Net section.
4.
Set Allow Partial Authorization to “Yes.”
5.
When complete, click the Save Config button.
Direct Post
Magento Community Edition incorporates the Direct Post method for payments made
through Authorize.Net. When payments are made with Direct Post, Authorize.Net handles
all steps in the transaction process— such as payment data collection, data submission,
and response to the customer—while the customer remains in your store.
Admin Workflow
Authorize.Net Direct Post can be used with orders created from the Admin as well as from
the store. When creating an order, you can select it in the Payment Method section. After
selecting the option, the credit card data entry fields appear. If the transaction fails, an
error message appears, and you can select another payment method or try again with
another card. The order process is similar to the standard order workflow. As with other
orders, and invoice, shipment, and credit memo can be created.
Customer Workflow
When Direct Post is enabled, the customer can select it in the Payment Information section
of the checkout process. After the customer clicks the corresponding option button and
clicks Continue, the Order Review section of the checkout appears, with fields to enter the
credit card information. The customer then specifies the card information and clicks the
Place Order button.
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If the transaction is successful, the customer is redirected to the order confirmation page. If
the transaction fails on some reason, an error message is displayed in a dialog box and the
customer may then select another payment method or try Authorize.Net Direct Post with
another card.
Checkout Using Authorize.Net Direct Post
To enable and configure the Direct Post Method:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Payment Methods.
3.
Set Current Configuration Scope to the website where the configuration is to be applied.
To apply the configuration globally, accept the “Default Config” setting.
4.
Click to expand the Authorize.Net Direct Post section.
5.
Complete the settings as described in the following field descriptions.
6.
When complete, click the Save Config button.
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Field Descriptions
FIELD
SCOPE
DESCRIPTION
Enabled
Website
Activates Authorize Direct Post Method within the
Current Configuration Scope setting. Options
include: Yes / No.
Payment Action
Website
Determines how payments are authorized in the
Authorize.Net payment system and the entities
that are created after the successful transaction.
Options include:
Authorize Only
Funds on the customer's
card are only authorized
at the side of the
Authorize.Net system
and only an order is
created in the backend of
your store. You can later
create an invoice and
conduct the capturing.
Authorize and
Capture
Funds on the customer's
card are authorized and
captured at Authorize.Net
side, and as a result an
order and an invoice are
created in the backend of
your store.
Title
Store View
A label that identifies the payment method to
customers during checkout.
API Login ID
Website
Your Authorize.Net credentials.
Transaction Key
Website
Your Authorize.Net credentials.
Merchant MD5
Website
The MD5 Hash value enables Magento to verify
that transaction responses are securely received
from Authorize.Net.
The MD5 Hash value is used by the payment
gateway to encrypt responses for transactions,
submitted for your account.You can set your MD5
Hash Value on the Authorize.Net website at
Account > Settings > Security Settings > MD5Hash.
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Field Descriptions (cont.)
FIELD
SCOPE
DESCRIPTION
New Order Status
Website
The status assigned to all new orders that are
created using this payment method.
Test Mode
Website
Determines if the Direct Post Method is working
in a test environment, or processing live
transactions. Options include:
Yes
Sends a notification to
Authorize.Net that orders should
be sent to their test site.
No
Orders are sent to Authorize.Net
as live transactions.
After testing transactions, don't forget to set Test
Mode to "No," so you can process live
transactions.
Gateway URL
Website
The URL to which order information is sent. the
default URL is:
https://secure.authorize.net/gateway/transact.dll.
If you have a special test URL from
Authorize.Net, you can set Test Mode to “No,”
and specify the testing link in the Gateway URL
field. However, the URL of the live site must be
re-entered before going live.
Accepted Currency
Website
Make sure that the Accepted Currency field is set
to “US Dollar,” because this is the only currency
that Authorize.Net accepts.
Debug
Website
Determines if all communication with the payment
system is recorded in a log file.
Email Customer
Website
Specify whether you want Authorize.Net to send
emails to your customers on the completion of the
checkout.
This is in addition to the order confirmation email
and other transactional email sent from Magento.
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Field Descriptions (cont.)
FIELD
SCOPE
DESCRIPTION
Merchant’s Email
Website
If you want to receive email notifications of orders
placed with the Direct Post Method, from
Authorize.Net, enter the email address that is
associated with your account. If left blank, no
email will be sent to you by Authorize.Net.
Credit Card Types
Website
Select the options that will appear in the Credit
Card Type list during checkout. Options include:
American Express
Visa
MasterCard
Discover
Other
706
Credit Card Verification
Website
Determines if customers are required to enter the
Credit Card Verification number during checkout.
Options include: Yes / No.
Payment from Applicable
Countries
Website
Determines the countries from which you accept
payment. Options include: All Allowed Countries /
Specific Countries
Payment from Specific
Countries
Website
Determines each country from which you accept
payment. Only customers with a billing address in
one of the selected countries can use this
payment method.
Minimum Order Total
Website
Determines the minimum order total for orders
processed with the Direct Post Method. The
option appears only for orders that fall within the
minimum and maximum range.
Maximum Order Total
Website
Determines the maximum order total for orders
processed with the Direct Post Method. The
option only for orders that fall within the minimum
and maximum range.
Sort Order
Website
Determines the sequence in which the Direct
Post Method is listed with other payment methods
during checkout.
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Payment Services
Your Magento Community Edition includes support for the following service to provide
an additional layer of protection against fraudulent charges and chargebacks for sales.
3D Secure Credit Card Validation
3D Secure Credit Card Validation provides an additional layer of protection against
fraudulent charges and chargebacks for sales. The service is available only for eligible
payment gateways, and must be enabled in the gateway configuration.
PayPal Fraud Management Filters
Magento Community Edition includes support for PayPal fraud management filters
available for Website Payments Pro PayPal accounts, and orders that are paid with
either PayPal Express Checkout or Website Payments Pro.
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3D Secure Credit Card Validation
Magento Community Edition includes the option to use 3D Secure authentication for
payment transactions made with Authorize.Net. Cardinal Centinel® is the company that
provides the 3D Secure Credit Card Validation service.
During checkout, the customer is prompted to enter a secret code that is assigned to the
card, which is then used to confirm the identity of the cardholder. The bank also provides
additional data elements to confirm the cardholder’s identity. The service provider arranges
the communication between the banks and payment systems. 3D Secure authentication can
be used for orders placed from the store, or from the Admin.
Customer Workflow
During the checkout process, the customer selects the Authorize.Net payment method,
enters the credit card information, and clicks the Continue button. During Order Review,
the bank that issued the credit card displays a form to verify the customer’s identity.
Depending on the bank’s requirements, the customer might be required to enter a secret
code, log in to an account, or complete another activity.
After submitting the form, the customer is returned to Order Review. The customer clicks
the Place Order button. If the authentication succeeds, the customer proceeds to the order
confirmation page. If the authentication fails for any reason, an error message appears and
the customer can select another payment method or try again with Authorize.Net.
3D Secure Authentication with Verified by VISA
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3D Secure Credit Card Validation
Admin Workflow
When creating an order from the Admin that uses 3D Secure with Authorize.Net, a form
appears with the fields to enter the credit card information, and a Start/Reset Validation
button. After you complete the credit card information, and click the Start/Reset Validation
button, the bank that issued the credit card displays a form to verify the customer's
identity. Depending on the bank’s requirements, you might be required to enter a secret
code, log in to an account, or complete another activity on behalf of the customer. If
successful, a message indicates that the transaction has been validated, and you can
proceed with the order.
3D Secure Authentication from the Admin
Process Overview:
Step 1: Complete the 3D Secure Configuration
Step 2: Enable 3D Secure for Authorize.Net
Step 1: Complete the 3D Secure Configuration
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Payment Services.
3.
To apply the configuration at the website level, set Current Configuration Scope in the
upper-left corner, as needed. To apply the configuration at the global level, accept the
“Default Config” setting.
4.
Click to expand the 3D Secure Credit Card Validation section. Then, do the following:
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3D Secure Credit Card Validation
a.
5.
Enter the following credentials that are required to connect to the Cardinal Centinel
system:
l
Processor ID
l
Merchant ID
l
Password
b.
To test 3D Secure Validation before going live in the store, set Test Mode to “Yes.”
c.
To save a log file of all interactions between your server and the Cardinal Centinel
system, set Debug Mode to “Yes.”
When complete, click the Save Config button.
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Processor ID
Website
The merchant processor identification code
assigned to you by Cardinal Centinel.
Merchant ID
Website
The merchant identification code assigned to you
by Cardinal Centinel.
Password
Website
The password required to connect to the Cardinal
Centinel system.
Test Mode
Website
Determines if you are running 3D Secure in a test
environment or in production mode. Options
include: Yes / No
Debug Mode
Website
Determines if all interactions between your server
and the Cardinal Centinel system are saved in a
log file. Options include: Yes / No.
Step 2: Enable 3D Secure for Authorize.Net
710
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Payment Methods.
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3D Secure Credit Card Validation
3.
To apply the configuration at the website level, set Current Configuration Scope in the
upper-left corner as needed. To apply the configuration at the global level, accept the
“Default Config” setting.
4.
Click to expand the Authorize.Net section. Then, scroll down to the 3D Secure section.
Then, do the following:
Enable 3D Secure Card for Authorize.Net
a.
Set Enable 3D Secure Card Validation on Frontend to “Yes.”
If you are use Magento Secure Payment Bridge, you can ignore the additional settings.
5.
b.
In the Severe 3D Secure Card Validation field, specify if you want severe validation
to be applied to credit card purchases made through the Centinel system. Severe
validation removes merchant liability for any chargebacks that may occur.
c.
In the Centinel API URL field, enter the URL that was provided by Cardinal Centinel
to establish the connection with their system.
When complete, click the Save Config button.
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Enable 3D Secure Card
Validation on Frontend
Website
Activates 3D Secure for use with Authorize.Net.
Options Include: Yes / No.
Severe 3D Secure Card
Validation
Website
Removes chargeback liability from the merchant.
Options include: Yes / No.
Centinel API URL
Website
The URL provided in your 3D Secure agreement.
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Notes
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Magento Community Edition User Guide, Version 1.9.2
Shipping
In this section…
Basic Shipping Methods
Shipping Carriers
Shipping Labels
CHAPTER 49:
Basic Shipping Methods
Magento Community Edition supports a wide range of shipping methods and carriers.
This section shows how to configure the following basic shipping methods.
Topics in this chapter:
l
Shipping Settings
l
Flat Rate
l
Free Shipping
l
Table Rates
l
Online Rates
l
Dimensional Weight
Before you proceed, make sure that you have completed the Shipping Settings to
establish the point of origin for your store, and your preference for handling orders
shipped to multiple addresses.
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Shipping Settings
The Shipping Settings establish the point of origin for all shipments made from your store
or warehouse, and determine if you support shipments to multiple addresses. The point of
origin also determines the store tax rate for products sold.
Origin
To establish the point of origin:
1.
On the Admin menu, select System > Configuration.
2.
In the Configuration panel on the left, under Sales, click Shipping Settings.
3.
Click to expand the Origin section, and complete the following:
4.
716
l
Country
l
Region / State
l
ZIP / Postal Code
l
City
l
Street Address (and line 2, if needed)
When complete, click the Save Config button.
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Shipping Settings
To support shipments to multiple addresses:
1.
Click to expand the Options section, and complete the following:
2.
Set Allow Shipping to Multiple Addresses to “Yes.”
3.
To limit the number of address you accept per shipment, enter the number in the
Maximum Qty Allowed for Shipping to Multiple Addresses field.
Options
4.
When complete, click the Save Config button.
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Flat Rate
Flat rate is a fixed, predefined charge that can be applied per item, or per shipment. Flat
rate is a simple solution, especially when used with the flat-rate packaging that is available
from some carriers.
Flat Rate
To set up flat rate shipping:
1.
On the Admin menu, select System > Configuration. In the panel on the left, under Sales,
select Shipping Methods.
2.
Click to expand the Flat Rate section. Then, do the following:
a.
Set Enabled to “Yes.”
Flat Rate appears as an option in the Estimate Shipping and Tax section of the
shopping cart, and also in the Shipping section during checkout.
718
b.
Enter a descriptive Title for this shipping method. The default is “Flat Rate.”
c.
Enter a Method Name that appears next to the calculated rate in the shopping cart.
The default method name is “Fixed.” If you charge a handling fee, you can change the
Method Name to “Plus Handling” or something else that is suitable.
d.
To describe how flat rate shipping can be used, set Type to one of the following:
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Flat Rate
None
Disables the payment type. The Flat Rate option is
listed in the cart, but with a rate of zero—which is the
same as free shipping.
Per Order
Charges a single flat rate for the entire order.
Per Item
Charges a single flat rate for each item. The rate is
multiplied by the number of items in the cart, regardless
of whether there are multiple quantities of the same, or
of different items.
e.
Enter the Price to be charged for the flat rate fee.
f.
If charging a handling fee, set Calculate Handling Fee to one of the following:
l
Fixed
l
Percent
Then, enter the Handling Fee rate according to the method used to calculate the fee.
For example, if the fee is calculating based on a percentage, enter 0.06 for 6 percent. If
using a fixed amount calculation, enter the fee as a decimal.
g.
In the Displayed Error Message box, type the message that appears if this method
becomes unavailable.
h.
Set Ship to Applicable Countries to one of the following:
i.
3.
All Allowed Countries
Customers from all countries specified in your store
configuration can use this shipping method.
Specific Countries
After choosing this option, the Ship to Specific Countries
list appears. Select each country in the list where this
shipping method can be used.
Enter a Sort Order number to determine the position of Flat Rate in the list of
shipping methods during checkout. (0 = first, 1 = second, 2 = third, and so on.)
When complete, click the Save Config button.
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CHAPTER 49: Basic Shipping Methods
Free Shipping
Free shipping is one of the most effective promotions you can offer. It can be based on a
minimum purchase, or set up as a shopping cart price rule that applies when a set of
conditions is met. If both apply to the same order, the configuration setting will take
precedence over the shopping cart rule.
Check your shipping carrier configuration for any additional settings that may be required for
free shipping.
Free Shipping
To set up free shipping:
720
1.
On the Admin menu, select System > Configuration. In the panel on the left, under Sales,
select Shipping Methods.
2.
Click to expand the Free Shipping section. Then, do the following:
a.
Set Enabled to “Yes.”
b.
Enter a Title for this shipping method that will be displayed during checkout.
c.
Enter a descriptive Method Name to identify this shipping method.
d.
Enter the Minimum Order Amount to qualify for free shipping.
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Free Shipping
To use Free Shipping with Table Rates, you must enter a Minimum Order Amount so high
that it is never met. This prevents Free Shipping from going into effect, unless triggered by
a price rule.
e.
In the Displayed Error Message box, type the message to appear if this method
becomes unavailable.
f.
Set Ship to Applicable Countries to one of the following:
g.
h.
All Allowed Countries
Customers from all countries specified in your store
configuration can use this shipping method.
Specific Countries
After choosing this option, the Ship to Specific Countries
list appears.Select each country in the list where this
shipping method can be used.
Set Show Method if Not Applicable to one of the following:
Yes
Always shows the Free Shipping method, even when not
applicable.
No
Shows the Free Shipping method only when applicable.
Enter a Sort Order number to determine the position of Free Shipping in the list of
shipping methods during checkout. (0 = first, 1 = second, 2 = third, and so on.)
3.
When complete, click the Save Config button.
4.
Make sure that you complete any configuration that is required for each carrier you plan to
use with free shipping. For example, assuming that your UPS configuration is otherwise
complete, make the following settings to enable and configure free shipping:
5.
a.
From the Shipping Methods configuration, click to expand the UPS section.
b.
In the UPS section, set Free Method to “Ground.”
c.
To require a minimum order for free shipping, set Free Shipping with Minimum Order
Amount to “Enable.”
d.
Enter the required amount in the Minimum Order Amount for Free Shipping field.
When complete, click the Save Config button.
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Table Rates
CHAPTER 49: Basic Shipping Methods
Table Rates
The table rate shipping method lets you set up a table to calculate shipping rates for a
combination of conditions. The shipping rate can be based on the following:
l
Weight v. Destination
l
Price v. Destination
l
# of Items v. Destination
If your warehouse is located in Los Angeles, it costs less to ship to San Diego than to
Vermont. You can use table rate shipping to pass the savings on to your customer.
Example: Price v. Destination
This example uses the Price v. Destination condition to create a set of three different shipping
rates based on the amount of the order subtotal for the continental United States, Alaska, and
Hawaii. The asterisk (*) is a wildcard that represents all values.
COUNTRY
REGION /
STATE
ZIP / POSTAL
CODE
ORDER
SUBTOTAL
(and above)
SHIPPING
PRICE
USA
*
*
0
15
USA
*
*
50
10
USA
*
*
100
5
USA
AK
*
0
20
USA
AK
*
50
15
USA
AK
*
100
10
USA
HI
*
0
20
USA
HI
*
50
15
USA
HI
*
100
10
Example 2: Restrict Free Shipping to the Continental United States
You can use table rates to limit free shipping to only the continental United States, while
excluding Alaska and Hawaii.
722
1.
Create a tablerates.csv file that includes all the state destinations to which you are willing
to provide free shipping.
2.
Complete the table rate configuration with the following settings:
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SETTING
Table Rates
VALUE
Condition
Price v. Destination
Method Name
Free Shipping
Ship to Applicable Countries
Specific Countries
Ship to Specific Countries
Select only United States
Show method if not applicable No
3.
Set Current Configuration Scope to the main website. Then, click the Import button to
import the tablesrates.csv file.
Table Rate in Shopping Cart
Setting Up Table Rates
The data that is used to calculate the rate is prepared in a spreadsheet and imported into
your store. When the customer requests a quote, the results appear in the shipping
estimate section of the shopping cart.
Only one set of table rate data can be active at a time.
Process Overview:
Step 1: Complete the Default Settings
Step 2: Prepare the Table Rate Data
Step 3: Import the Table Rate Data
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Step 1: Complete the Default Settings
The first step is to complete the default settings for table rates. You can complete this step
without changing the scope of the configuration.
1.
On the Admin menu, select System > Configuration.
2.
In the Configuration panel on the left, under Sales, select Shipping Methods.
3.
Click to expand the Table Rates section. Then, do the following:
a.
Set Enabled to “Yes.”
b.
Enter a Title for the section of table rates that appears during checkout. (The default
title is “Best Way.”)
c.
Enter the Method Name that appears next to the calculated rate in the shopping cart.
d.
Set Condition to one of the following calculation methods:
e.
l
Weight v. Destination
l
Price v. Destination
l
# of Items v. Destination
For orders that include virtual products, set Include Virtual Products in Price
Calculation to “Yes” if you want to be able to include the virtual product(s) in the
calculation.
Because virtual products—such as services—have no weight, they cannot change the
result of a calculation that is based on the Weight v. Destination condition. However, virtual
products can change the result of a calculation that is based on either the Price v.
Destination or # of Items vs Destination condition.
f.
If charging a handling fee, set Calculate Handling Fee to one of the following:
l
Fixed
l
Percent
Then, enter the Handling Fee rate according to the method used to calculate the fee.
If the handling fee is based on a percent, enter the whole number without the percent sign.
g.
In the Displayed Error Message box, type the message that appears when this
method is not available.
h.
Set Ship to Applicable Countries to one of the following:
All Allowed Countries
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Customers from any country specified in your store
configuration can use table rate shipping.
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CHAPTER 49: Basic Shipping Methods
Specific Countries
i.
4.
Table Rates
After choosing this option, the “Ship to Specific
Countries” list appears. Select each country where
customers can use table rate shipping.
Enter a Sort Order number to determine where table rates appear in the list of
shipping methods during checkout. (0 = first, 1 = second, 2 = third, and so on.)
When complete, click the Save Config button.
Table Rates
Step 2: Prepare the Table Rate Data
1.
In the upper-left corner, set Current Configuration Scope to the “Main Website,” or any
other website where you want the configuration to apply.
Export and Import options appear in the Table Rates section, with “Use Default”
checkboxes to the right of each option.
To change any of the current settings, you must first clear the “Use Default” checkbox next to
the field.
2.
If you want to change the Condition, clear the Use Default checkbox. Then, select another
option.
3.
Click the Export CSV button. Then, save the tablerates.csv file to your computer.
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Export CSV
4.
Open the file in Excel, or any other spreadsheet program.
5.
Complete the table with appropriate values for the shipping calculation condition being
used.
l
l
You can use an asterisk (*) as a wildcard to represent all possible values in any
category.
The Country column must contain a valid three-character code for each row.
Weight vs. Destination
6.
When complete, save the tablerates.csv file.
Step 3: Import the Table Rate Data
726
1.
Return to the Table Rates section of your store configuration.
2.
In the upper-left corner, set Current Configuration Scope to the website where this
method will be used.
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3.
Online Rates
Next to the Import field, click the Choose File button. Select your completed
tablerates.csv file, and import the rates.
Import Table Rates
4.
When complete, click the Save Config button. Then, go through the payment process with
different addresses to make sure the shipping and handling rates are correct.
Online Rates
Magento offers dynamic retrieval of rates from various shipping providers. To enable and
configure online rates, see the carrier configuration for the following carriers:
l
UPS
l
USPS
l
FedEx
l
DHL
Setting up online rates is similar to setting up Flat Rates. Because the online rate options
differ for each service, contact the carrier for more information.
Most shipping providers require that you open an account with them. Consult your shipping
provider for details on how to obtain API credentials.
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Dimensional Weight
CHAPTER 49: Basic Shipping Methods
Dimensional Weight
Dimensional weight, sometimes called volumetric weight, is a common industry practice
that bases the transportation price on a combination of weight and package volume. In
simple terms, dimensional weight is used to determine the shipping rate based on the
amount of space a package occupies in the cargo area of the carrier. Dimensional weight is
typically used when a package is relatively light compared to its volume.
All major carriers now apply dimensional weight to some shipments. However, the manner
in which dimensional weight pricing is applied varies from one carrier to another.
l
DHL
l
FedEx
l
UPS
l
USPS
We recommend that you become familiar with the method used by each carrier to
determine and apply dimensional weight. If your company has a high volume of
shipments, even a slight difference in shipping price can translate to thousands of dollars
over the course of a year.
Magento’s native shipping configuration does not include support for dimensional weight.
However, WebShopApps has developed a Dimensional Shipping extension that manages
rates for FedEx, UPS, and USPS. WebShopApps is a Magento Technology Partner.
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Magento Community Edition User Guide, Version 1.9.2
CHAPTER 50:
Shipping Carriers
If you have a commercial account with a supported carrier, you can offer your
customers the convenience of choosing that carrier during checkout. The rates are
automatically downloaded, so you do not need to look up the information.
Before you can offer your customers a selection of shipping carriers, you must first
complete the shipping settings to establish the point of origin for your store. Then,
complete the configuration for each carrier service that you want to offer. The
configuration options vary for each carrier. However, all require that you first open a
shipping account with the carrier, and enter your account number or user ID, and the
gateway URL to their system into the configuration of your store. See Magento Connect
for additional shipping services for your Magento Community Edition installation.
UPS
United Parcel Service offers domestic and international shipping services by land and
air to more than 220 countries.
USPS
The United States Postal Service is the independent postal service of United States
government. USPS offers domestic and international shipping services by land and air.
FedEx
Offers domestic and international shipping services by land and air to more than 220
countries.
DHL
Offers integrated international services and tailored, customer-focused solutions for
managing and transporting letters, goods and information.
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UPS
United Parcel Service offers domestic and international shipping services by land and air to
more than 220 countries.
UPS now uses dimensional weight to determine some shipping rates.
Process Overview:
Step 1: Open a UPS Shipping Account
Step 2: Enable UPS for Your Store
Step 3: Complete the Container Description
Step 4: Set Up Handling Fees
Step 5: Specify Allowed Methods and Applicable Countries
Step 1: Open a UPS Shipping Account
To offer this shipping method to your customers, you must first open an account with
UPS.
Step 2: Enable UPS for Your Store
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Shipping Methods. Then, click to expand the
UPS section.
3.
Set Enabled for Checkout to “Yes.”
4.
For a standard UPS account, set UPS Type to “United Parcel Service.” Then in the Gateway
URL field, enter the URL that is used to calculate UPS shipping rates. This field is preset
by default, and normally does not need to be changed.
To generate shipping labels, UPS Type must be set to “United Parcel XML.”
5.
730
For a UPS XML account, do the following:
a.
Set UPS Type to “United Parcel Service XML.”
b.
Enter the following UPS credentials:
l
User ID
l
Access License Number
l
Password
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UPS
c.
Set Mode to “Live” to send data to the UPS shipping system over a secure connection.
(Development mode does not send data over a secure connection.)
d.
Verify the Gateway XML URL that is required to send requests by XML file.
e.
Set Order of Shipment to the region where the shipment originates.
f.
If you have special rates with UPS, set Enable Negotiated Rates to “Yes.” Then, enter
the six-digit Shipper Number assigned to you by UPS.
Step 3: Complete the Container Description
1.
In the Title field, type the name of this shipping option that appears during checkout. By
default, this field is set to “United Parcel Service.”
2.
Set Packages Request Type to one of the following:
l
Use origin weight (few requests)
l
Divide to equal weight (one request)
3.
In the Container field, specify the typical packaging type that is used for shipment.
4.
Set Destination Type to one of the following:
5.
6.
7.
Residential
Most of your shipments are business to consumer (B2C).
Commercial
Most of your shipments are business to business (B2B).
Define
Automatically
UPS determines the destination type as either residential or
commercial, and uses the appropriate rate from the merchant’s UPS
account during checkout.
Set Weight Unit to the system you use to measure product weight. The weight system
supported by UPS varies by country. If in doubt, ask UPS which weight system you should
use. Options include:
l
LBS
l
KGS
Set Pickup Method to one of the following:
l
Regular Daily Pickup
l
On Call Air
l
One Time Pickup
l
Letter Center
l
Customer Counter
Enter the Maximum Package Weight allowed by the carrier.
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8.
Enter the Minimum Package Weight allowed by the carrier.
Step 4: Set Up Handling Fees
1.
2.
3.
Set Calculate Handling Fee to one of the following methods:
l
Fixed
l
Percent
To determine how the handling fee is applied, set Handling Applied to one of the
following:
l
Per Order
l
Per Package
Enter the amount of the Handling Fee to be charged. To enter a percentage, use the
decimal format. For example, enter 0.25 for 25%.
Step 5: Specify Allowed Methods and Applicable Countries
1.
In the Allowed Methods list, select each UPS method offered to your customers. The
methods appear under UPS during checkout. (Hold the Ctrl key down to select multiple
options).
2.
Set Free Method to the UPS service you want to use for offers of free shipping. Then, do one
of the following:
l
l
732
Set Free Shipping with Minimum Order Amount to “Enable.” Then, enter the Minimum
Order Amount for Free Shipping.
Set Free Shipping with Minimum Order Amount to “Disable.”
3.
In the Displayed Error Message box, type the message customers see if UPS shipping
becomes unavailable.
4.
Set Ship to Applicable Countries to one of the following:
All Allowed
Countries
Customers from all countries specified in your store configuration
can use this shipping method.
Specific Countries
After choosing this option, the Ship to Specific Countries list
appears. Select each country in the list where this shipping method
can be used.
5.
To create a log file with the details of UPS shipments made from your store, set Debug to
“Yes.”
6.
Set Show Method if Not Applicable to one of the following:
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UPS
Yes
To list all UPS shipping methods to customers, regardless of their
availability.
No
To list only the methods which are available to customers.
7.
In the Sort Order field, type a numeric value to determine the order in which UPS appears
when listed with other shipping methods during checkout. The number with the highest
priority is 0, which puts it at the top of the list.
8.
When complete, click the Save Config button.
UPS Configuration
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CHAPTER 50: Shipping Carriers
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Enabled for Checkout
Website
Enables/disables UPS as a shipping method
available to customers during checkout. Options
include: Yes / No.
UPS Type
Website
Specifies the method used to connect to the UPS
shipping system. The available options are:
Title
Store View
Gateway URL
Website
United Parcel
Service
Your store sends keyvalue pairs to UPS as a
request.
United Parcel
Service XML
Your store sends an XML
file with data to UPS as a
request.
The title of this shipping option as it appears in the
shopping cart checkout.
United Parcel
Service
The URL used to connect
to the UPS system and
retrieve shipping rates
dynamically.
United Parcel
Service XML
For UPS XML service,
displays the following
URLs that are required to
transmit XML data:
Gateway XML URL
Tracking XML URL
Shipping Confirm XML
URL
Shipping Accept XML
URL
734
UserID
Website
(For UPS XML service.) Your UPS shipper
account user ID.
Access License Number
Website
(For UPS XML service.) Your UPS shipper
account access license number.
Origin of the Shipment
Website
(For UPS XML service.) The country or region
where the product shipment originates.
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UPS
Field Descriptions (cont.)
SCOPE
FIELD
Mode
Website
DESCRIPTION
(For UPS XML service.) Sets the mode of
transmission for data sent to the UPS system.
Live
Data is insecurely sent to
UPS.
Development
Data is securely sent to
UPS.
Password
Website
(For UPS XML service.) Your UPS shipper
account password.
Enable Negotiated Rates
Website
(For UPS XML service.) Enables / disables
special rates, according to your agreement with
UPS. Options include: Yes / No.
Packages Request Type
Website
Options include:
Divide to equal weight (one request)
Use origin weight (few requests)
Shipper Number
Website
(For UPS XML service.) The Shipper number is
required for reference if using negotiated rates.
Container
Website
Sets the container type used to package order
shipments. Options include:
Customer Packaging
UPS Letter Envelope
Customer Packaging
UPS Letter Envelope
UPS Tube
UPS Express Box
UPS Worldwide 25 kilo
UPS Worldwide 10 kilo
Destination Type
Website
Sets the default shipment destination type.
Options include: Business / Residential
Weight Unit
Website
Sets the default unit of measurement for product
weight in your store. See also: Dimensional
Weight.
Pickup Method
Website
Sets the UPS pickup method. Options include:
Regular Daily Pickup
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CHAPTER 50: Shipping Carriers
Field Descriptions (cont.)
SCOPE
FIELD
DESCRIPTION
On Call Air
One Time Pickup
Letter Center
Customer Counter
Maximum Package
Weight
Website
Sets the maximum weight that a package can be
as specified by UPS. If the products ordered
exceeds the maximum package weight, this
shipping option is not available.
According to UPS.com, packages cannot exceed
150 lbs (70 kg) Check with your shipping carrier to
verify the maximum weight.
Minimum Package Weight
Website
Sets the minimum weight that a package can be
as specified by UPS. If the products ordered
weigh less than the minimum package weight,
this shipping option will not be available.
Check with your shipping carrier to verify the
minimum weight.
Calculate Handling Fee
Website
Sets the handling fee calculation method for table
rate shipping.
Fixed
Handling fee is a fixed
rate.
Percent
Handling fee is applied as
a percentage of the order
amount.
Handling Applied
Website
Specifies whether handling fee is applied to each
order or to each package within an order.
Handling Fee
Website
Sets the handling that is included with the
shipping rate price. Handling fee can be set as a
fixed amount or a percentage.
If typing a percentage amount, use the decimal
format 0.25 for 25%.
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UPS
Field Descriptions (cont.)
SCOPE
FIELD
DESCRIPTION
Allowed Methods
Website
Specifies the allowed methods of UPS shipping
that are offered to customers. Shipping rates will
be calculated based on the selected shipping
method.
Free Method
Website
Sets the free shipping method through UPS, or
can be disabled by selecting None.
This shipping method is similar to the regular
Free Shipping method, however it will be listed
within the UPS shipping options and is identified
as UPS shipping.
Free Shipping with
Minimum Order Amount
Website
Enables or disables conditional free shipping that
depends on meeting a minimum order amount.
Minimum Order Amount for Website
Free Shipping
Sets the minimum total order amount that must be
met to qualify an order for free shipping.
Displayed Error Message
Store View
The error message that is displayed when this
shipping method is unavailable for any reason.
Ship to Applicable
Countries
Website
Specifies which country customers are allowed to
use this shipping method.
Debug
Website
All Allowed
Countries
Customers from all
countries specified in
your store configuration
can use this shipping
method.
Specific Countries
After choosing this
option, the Ship to
Specific Countries list
appears. Select each
country in the list where
this shipping method can
be used.
Specifies if data transmissions between your
store and UPS are logged in the system for
debugging.
Unless there is an issue that needs to be tracked
and logged, this should be set to “No.”
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Field Descriptions (cont.)
SCOPE
FIELD
Show Method if Not
Applicable
Sort Order
Website
Website
DESCRIPTION
Options include:
Yes
UPS always appears as a
shipping option during checkout,
even if not applicable to the order.
No
UPS appears as a shipping option
during checkout only if applicable
to the order. (For example, if the
order weight exceeds the
maximum weight amount.)
Sets the sort order value for this shipping method.
This value, relative to other shipping methods,
determines the displayed order of shipping options
in checkout.
Shipping methods are displayed in ascending
order based on sort order value. Enter 0 for the top
of the list.
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CHAPTER 50: Shipping Carriers
USPS
USPS
The United States Postal Service is the independent postal service of United States
government, offering domestic and international shipping services by land and air.
Process Overview:
Step 1: Open a USPS Shipping Account
Step 2: Enable USPS for Your Store
Step 3: Complete the Container Description
Step 4: Specify Allowed Methods and Applicable Countries
Step 1: Open a USPS Shipping Account
1.
Open a USPS Web Tools account. After you complete the registration process, you will
receive your User ID and a URL to the USPS test server.
2.
You can also open a USPS Web Tools account. After you complete the registration process,
you will receive your User ID and a URL to the USPS test server. To learn more about USPS
Web Tools, see their Technical Documentation.
Step 2: Enable USPS for Your Store
1.
On the Admin menu, select System > Configuration.
2.
In the Configuration panel on the left, under Sales, click Shipping Methods.
3.
Click to expand the USPS section. Then, do the following:
a.
Set Enabled for Checkout to "Yes."
b.
The Gateway URL is needed to access USPS shipping rates. The field is preset by
default, and normally does not need to be changed.
c.
Enter a Title for this shipping method that will appear during checkout.
d.
Enter the User ID for your USPS account.
Step 3: Complete the Container Description
1.
Set Container to the type of packaging usually used to ship products ordered for your
store. Options include:
l
Variable
l
Flat-Rate Box
l
Flat-Rate Envelope
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2.
3.
l
Rectangular
l
Non-Rectangular
Set the Size of the typical package shipped from your store. Options include:
l
Regular
l
Large
l
Oversize
Set Machinable to one of the following:
Yes
If your typical package can be processed by a machine.
No
If your typical package must be processed manually.
Step 4: Specify Allowed Methods and Applicable Countries
1.
a.
Set the Free Method list to the method you want to use for free shipping. You may
also select None.
b.
Set the Free Shipping with Minimum Order Amount to one of the following:
Enable
Provides free shipping for orders that meet the minimum
monetary amount specified. Then in the field below, enter the
Minimum Order Amount for Free Shipping.
Disable
Does not provide free shipping based on minimum order
amount.
2.
The Displayed Error Message text box is preset with a default message. You can either
leave this message or you can type the message you want your customers to see if USPS
shipping becomes unavailable.
3.
Set Ship to Applicable Countries to one of the following:
4.
740
In the Allowed Methods list, select each USPS offered to your customers. The methods will
appear under USPS during checkout. (Hold the Ctrl key down to select multiple options).
Then, do the following:
All Allowed
Countries
Customers from all countries specified in your store configuration
can use this shipping method.
Specific Countries
After choosing this option, the Ship to Specific Countries list
appears. Select each country in the list where this shipping method
can be used.
Set Show Method if Not Applicable to one of the following:
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USPS
Yes
Lists all available USPS shipping methods during checkout, including those
that don’t apply to the shipment.
No
Lists only the USPS shipping methods that are applicable to the shipment.
5.
Set Debug to “Yes” to create a log file with the details of all USPS activity related to your
store.
6.
In the Sort Order field, enter a numeric value to determine the order in which USPS
shipping method appears in the list with other shipping methods during checkout. The
highest value is zero, which puts it at the top of the list.
7.
When complete, click the Save Config button.
USPS Configuration
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Field Descriptions
FIELD
SCOPE
DESCRIPTION
Enabled for Checkout
Website
Enables/disables the USPS shipping method.
Gateway URL
Website
The URL used to connect to the USPS system
and retrieve shipping rates dynamically.
Title
Store View
The title of this shipping option as it appears in the
shopping cart checkout.
User
Website
USPS shipper account user ID.
Container
Website
Sets the container type used to package order
shipments. Options include:
Variable
Flat Rate Box
Flat Rate Envelope
Rectangular
Non-rectangular
Size
Website
Sets the Size option to the typical shipment
package size. This option affects the calculation
of the shipping rate. Options include:
Regular
Large
Oversize
742
Machinable
Website
Specifies whether the package can be processed
by machine. This option affects the calculation of
the shipping rate.
Maximum Package
Weight
Website
Sets the maximum weight that a package can be
as specified by USPS. If the products ordered
exceeds the maximum package weight, this
shipping option will not be available.
Calculate Handling Fee
Website
Sets the handling fee calculation method for table
rate shipping.
Fixed
Handling fee is a fixed
rate.
Percent
Handling fee is applied as
a percentage of the order
amount.
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CHAPTER 50: Shipping Carriers
USPS
Field Descriptions (cont.)
SCOPE
FIELD
DESCRIPTION
Handling Applied
Website
Specifies whether handling fee is applied to each
order or to each package within an order.
Handling Fee
Website
Sets the handling that is included with the
shipping rate price. Handling fee can be set as a
fixed amount or a percentage.
When typing a percentage amount, use the
decimal format 0.25 for 25%.
Allowed Methods
Website
Specifies the allowed methods of USPS shipping
that is offered to customers. Shipping rates are
calculated based on the selected shipping
method.
Free Method
Website
Sets the free shipping method through USPS, or
can be disabled by selecting “None.”
This shipping method is similar to your store’s
Free Shipping method, however it is listed as a
USPS shipping option, and identified as USPS
shipping.
Free Shipping with
Minimum Order Amount
Website
Enables or disables conditional free shipping that
depends on meeting a minimum order amount.
Minimum Order Amount for Website
Free Shipping
Sets the minimum total order amount that must be
met to qualify an order for free shipping.
Displayed Error Message
Store View
The error message that appears when USPS is
unavailable for any reason.
Ship to Applicable
Countries
Website
Specifies the countries where orders can be
shipped.
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CHAPTER 50: Shipping Carriers
Field Descriptions (cont.)
SCOPE
FIELD
Show Method if Not
Applicable
Debug
Website
Website
DESCRIPTION
All Allowed
Countries
Customers from all
countries specified in
your store configuration
can use this shipping
method.
Specific Countries
After choosing this
option, the Ship to
Specific Countries list
appears. Select each
country in the list where
this shipping method can
be used.
Controls the display of USPS shipping during
checkout. Options include:
Yes
USPS always appears as
a shipping option during
checkout, even if not
applicable to the order.
No
USPS does appears as a
shipping option during
checkout only if
applicable to the order.
(i.e. Order weight
exceeds the maximum
weight amount).
Specifies if data transmissions between your
store and USPS will be logged in the system for
debugging.
Unless there is an issue that needs to be tracked
and logged, this should be set to “No.”
Sort Order
Website
Sets the sort order value for this shipping method.
This value, relative to other shipping methods,
determines the displayed order of shipping options
in checkout.
Shipping methods appear in ascending order,
based on sort order value. Enter 0 for the top of
the list.
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Magento Community Edition User Guide, Version 1.9.2
CHAPTER 50: Shipping Carriers
FedEx
FedEx
FedEx is one of the world’s largest shipping service companies, providing air, freight, and
ground shipping services with several levels of priorities.
FedEx now uses dimensional weight to determine some shipping rates.
Process Overview:
Step 1: Register for FedEx Web Services Production
Step 2: Enable FedEx for Your Store
Step 3: Package Description and Handling Fee
Step 4: Allowed Methods and Applicable Countries
Step 1: Register for FedEx Web Services Production
You must create a FedEx merchant account and register for FedEx Web Services Production
Access. After creating a FedEx account, read through the production account information
page, then click the Obtain Production Key link at the bottom of the page to register and
obtain a key.
Make sure to copy or write down the authentication key. You will need it to set up FedEx in your
Magento shipping settings.
Step 2: Enable FedEx for Your Store
1.
On the Admin menu, select System > Configurations. Then in the panel on the left, under
Sales, select Shipping Methods.
2.
Click to expand the FedEx section, and do the following:
a.
To activate the FedEx shipping method, set Enabled for Checkout to "Yes."
b.
Enter an appropriate Title to identify this shipping method during checkout.
c.
Enter the following information from your FedEx account:
d.
l
Account ID
l
Meter Number
l
Key
l
Password
If you have set up a FedEx sandbox and want to work in the testing environment, set
Sandbox Mode to "Yes."
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CHAPTER 50: Shipping Carriers
Remember to set Sandbox Mode to "No" when you are ready to offer FedEx as a shipping
method to your customers.
Step 3: Package Description and Handle Fee
1.
2.
3.
4.
746
Select the Packages Request Type to the option that best describes your preference when
splitting an order into multiple shipments:
l
Divide to equal weight (one request)
l
Use origin weight (few requests)
Select the type of Packaging typically used to ship products from your store. Options
include:
l
FedEx Envelope
l
FedEx Pak
l
FedEx Box
l
FedEx Tube
l
FedEx 10kg Box
l
FedEx 25kg Box
l
Your Packaging
Set Dropoff to the pick-up method that will be used for delivery. Options include:
Regular Pickup
If you have a high volume of shipments, it can be cost
effective to make arrangements with FedEx for regular
pickups.
Request Courier
You must call and request a FedEx courier to pick-up
shipments.
Drop Box
You must drop off shipments at your nearby FedEx drop
box.
Business Service Center
You must drop off shipments at your local FedEx business
service center.
Station
You must drop off shipments at your local FedEx station.
Set Weight Unit to the unit of measurement that is used in your locale. Options include:
l
Pounds
l
Kilograms
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FedEx
5.
Enter the Maximum Package Weight allowed for FedEx shipments. The default FedEx
maximum weight is 150 lbs. Please consult your shipping carrier for more information. We
recommend using the default value, unless you have made special arrangements with
FedEx. See also: Dimensional Weight.
6.
An optional handling fee can be added to the amount charged by FedEx, which is not
visible during checkout. If you want to charge a handling fee, do the following:
a.
b.
c.
7.
Set Calculate Handling Fee to one of the following:
l
Fixed Fee
l
Percentage
In the Handling Applied list, choose one of the following methods for managing
handling fees:
l
Per Order
l
Per Package
Enter the Handling Fee as either a fixed amount or percentage, depending on the
method of calculation.
Set Residential Delivery to one of the following, depending on whether you sell Businessto-Consumer (B2C) or Business-to-Business (B2B).
Yes
For B2C residential deliveries.
No
For B2B residential deliveries.
Step 4: Allowed Methods and Applicable Countries
1.
Set Allowed Methods to each method of shipment that you want to offer. When choosing
methods, take into consideration your FedEx account, the frequency and size of your
shipments, and if you allow international shipments. You can offer as many or as few
methods as you want. Options include:
Europe First Priority
Ground
International Priority
1 Day Freight
First Overnight
Intl Priority Freight
2 Day Freight
Home Delivery
Priority Overnight
2 Day
International Economy
Smart Post*
2 Day AM
Intl Economy Freight
Standard Overnight
3 Day Freight
International First
Freight
Express Saver
International Ground
National Freight
* If offering the Smart Post method, enter the Hub ID.
2.
To set up free shipping through FedEx, do the following:
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CHAPTER 50: Shipping Carriers
a.
Set Free Method to any shipping method that you want to offer your customers at no
charge. You may also select None. This is similar to Free Shipping, however it is listed
in the FedEx section, so customers will know exactly which method is being used for
their order.
b.
The Free Shipping with Minimum Order Amount option allows you to offer free
FedEx shipping for orders that meet a minimum amount.
Enable
Lets you set the minimum amount for orders to qualify
for free shipping. If an order does not meet the
minimum amount, FedEx Free Shipping will still
appear as an option,however it will be set to an amount
determined by FedEx.
Disable
Does not let you set a minimum amount for orders to
qualify for free shipping.
c.
If you choose "Enable," enter the minimum order amount in the Minimum Order
Amount for Free Shipping.
d.
The Displayed Error Message text box is preset with a default message. You can leave
this as is or edit as needed.
e.
Set Ship to Applicable Countries to one of the following:
l
All Allowed Countries
l
Specific Countries
If applicable, set Ship to Specific Countries to each country where your customers are
allowed to ship by UPS. (Hold the Ctrl key down to select multiple options.)
f.
Set Debug to "Yes" or "No."
g.
Set Show Method if Not Applicable to one of the following:
Yes To list all FedEx shipping methods to customers, regardless of their availability.
No To list only the methods which are available to customers.
h.
3.
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Enter a Sort Order numeric value to determine the sequence in which UPS appears
when listed with other shipping methods during checkout. The number with the
highest priority is 0, which puts it at the top of the list.
When the configuration is complete, click the Save Config button.
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FedEx
FedEx Configuration
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CHAPTER 50: Shipping Carriers
Field Descriptions
FIELD
750
SCOPE
DESCRIPTION
Enabled for Checkout
Website
Enables/disables the FedEx shipping method.
Title
Store View
The title of this shipping option as it appears in the
shopping cart checkout.
Account ID
Website
FedEx account ID, provided to you by FedEx.
Meter Number
Website
FedEx meter number, provided to you by FedEx.
Key
Website
FedEx account key, provided to you by FedEx.
Password
Website
Password, provided to you by FedEx.
Sandbox Mode
Website
To run FedEx transactions in a testing
environment, set Sandbox Mode to "Yes."
Options include: Yes / No.
Packaging
Website
From the list, select the container type that you
typically use to package products ordered from
your store.
Dropoff
Website
From the list, select the pick-up method: Regular
Pickup: If you have a high volume of shipments, it
can be cost effective to arrange regular pickups.
Request Courier
You must call and
request a FedEx
courier to pick up
shipments.
Drop Box
You must drop off
shipments at your
local FedEx drop
box.
Request Courier
You must call and
request a FedEx
courier to pick up
shipments. Drop
Box: You must
drop off
shipments at your
local FedEx drop
box.
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CHAPTER 50: Shipping Carriers
FedEx
Field Descriptions (cont.)
SCOPE
FIELD
DESCRIPTION
Business Service Center
You must drop off
shipments at your
local FedEx
business service
center.
Station
You must drop off
shipments at your
local FedEx
station.
Maximum Package
Weight
Website
The default for FedEx is 150 pounds. Consult your
shipping carrier for maximum supported weight.
Using the default value is recommended unless
you have special arrangements with FedEx.
Calculate Handling Fee
Website
From the list, select the method to use to
calculate handling fees:. Options include: Fixed
Fee / Percentage
The handling fee is optional, and appears as an
additional charge that is added to the FedEx
shipping cost.
Handling Applied
Website
From list, select a method for determining
handling fees. Options include: Per Order / Per
Package.
Handling Fee
Website
Enter the amount to be charged for a handling fee,
based on the method you chose for calculating the
amount. For example, if the charge is based on a
fixed fee, enter the amount as a decimal, such as
4.90. If the handling fee is based on a percentage
of the order, enter the amount as a percentage.
For example, if you are charging six percent of the
order, enter the value as .06.
Residential Delivery
Website
Set to one of the following, depending on whether
you sell Business-to-Consumer (B2C) or
Business-to-Business (B2B):
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CHAPTER 50: Shipping Carriers
Field Descriptions (cont.)
SCOPE
FIELD
DESCRIPTION
Yes
For B2C deliveries
No
For B2B deliveries
Send Declared Value
Website
Set Send Declared Value to "Yes" to include the
declared value with the shipment. Options
include: Yes / No.
Allowed Methods
Website
From the list, select the methods of shipment that
you support. This depends on your FedEx
account, the frequency and size of your
shipments, and whether you allow international
shipments. As the merchant, you might decide to
offer ground shipping only.
Free Method
Website
From the list, select the shipping method you
prefer to use for offers of free shipping.
This shipping method is similar to the regular
Free Shipping method, however it is listed within
the FedEx shipping options and is identified as
FedEx shipping.
Free Shipping with
Minimum Order Amount
752
Website
Set to one of the following:
Enable
Enables free
FedEx shipping
for orders that
meet the
minimum amount.
Disable
Disables free
FedEx shipping
with minimum
order.
Minimum Order Amount for Website
Free Shipping
If you enable Free Shipping with Minimum Order,
enter the minimum order amount value in the field.
Displayed Error Message
Type a message that is displayed when this
shipping method is unavailable for any reason.
Keep the default or customize it as needed.
Store View
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CHAPTER 50: Shipping Carriers
FedEx
Field Descriptions (cont.)
SCOPE
FIELD
Ship to Applicable
Countries
Ship to Specific Countries
Website
Website
DESCRIPTION
Specifies in which countries customers are
allowed to use this shipping method.
All Allowed Countries
All allowed
countries are able
to use the free
shipping method.
The Allowed
Countries are
specified in the
General
configuration
page.
Specific Countries
Limits this
shipping method
to only the
countries
specified in the
Ship to Specific
Countries list.
The Ship to Specific Countries list appears when
the Specific Countries option is selected. Select
each country where you offer shipping by FedEx.
(To select multiple options, hold down the Ctrl
(PC) or Command (Mac) key.)
Debug
Website
Specifies if data transmissions between your
store and FedEx is logged in the system for
debugging.
Unless there is an issue that needs to be tracked
and logged, this should be set to “No.”
Show Method if Not
Applicable
Website
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Options include:
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FedEx
CHAPTER 50: Shipping Carriers
Field Descriptions (cont.)
SCOPE
FIELD
Sort Order
Website
DESCRIPTION
Yes
The FedEx shipping option is
displayed in the shipping methods
list, regardless of whether the
order qualifies to use it.
No
The FedEx shipping option is not
displayed in the shipping methods
list if it is not applicable to the
order (for example, if the order
weight exceeds the maximum
weight amount).
Sets the sort order value for this shipping method.
This value, relative to other shipping methods,
determines the displayed order of shipping options
in checkout.
Shipping methods are displayed in ascending
order based on sort order value. Set to 0 for
highest sort order.
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CHAPTER 50: Shipping Carriers
DHL
DHL
DHL offers integrated international services and tailored, customer-focused solutions for
managing and transporting letters, goods and information.
Process Overview:
Step 1: Enable DHL
Step 2: Enter Package Description and Handling Fee
Step 3: Specify Allowed Shipping Methods
Step 4: Specify Applicable Countries
Step 1: Enable DHL
1.
On the Admin menu, select System > Configuration. Then in the panel on the left, under
Sales, select Shipping Methods.
2.
Click to expand the DHL section. Then, do the following:
a.
Set Enabled for Checkout to "Yes."
b.
In the Title field, type a name that will be used to refer to this shipping method
during checkout.
c.
In most cases, you can accept the default Gateway URL. However, if DHL has given
you an alternate URL, enter the value in this field.
d.
Use the credentials provided by DHL to complete the following fields:
l
Access ID
l
Password
l
Account Number
Step 2: Enter Package Description and Handling Fee
1.
2.
In the Content Type list, select the option that best describes the type of package you ship:
l
Documents
l
Non documents
The handling fee is optional, and appears as an additional charge that is added to the
DHL shipping cost. If you want to include a handling fee, do the following:
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CHAPTER 50: Shipping Carriers
a.
b.
In the Calculate Handling Fee list, select the method you want to use to calculate
handling fees:
l
Fixed
l
Percentage
In the Handling Applied list, select how you want the handling fees applied:
l
Per Order
l
Per Package
c.
In the Handling Fee field, enter the amount to be charged, based on the method you
have chosen to calculate the amount. For example, if the charge is based on a fixed
fee, enter the amount as a decimal, such as: 4.90. However, if the handling fee is
based on a percentage of the order, enter the amount as a percentage. For example, if
you are charging six percent of the order, enter the value as: .06.
d.
You can allow the total order weight to be broken up to ensure an accurate calculation
of shipping charges. To permit this, set Divide Order Weight to "Yes."
e.
Set the Weight Unit of the package to one of the following:
f.
l
Pounds
l
Kilograms
Set the Size of the package to one of the following:
l
Regular
l
Specific
If you are using Specific, enter the Height, Depth, and Width of the package. Specify
these numbers in centimeters.
Step 3: Specify Allowed Shipping Methods
1.
In the Allowed Methods list, select each shipment method that you support. (Hold the
Ctrl key down to select multiple options.)
To display the correct list of shipping methods, you must first specify the Country of
Origin in Shipping Settings.
756
2.
Enter the Ready Time in hours after submission, that it takes for a package to be ready to
ship.
3.
Edit the Displayed Error Message as needed. This message appears when a selected
method is unavailable.
4.
In the Free Method list, select the shipping method you prefer to use for offers of free
shipping. Then, set the Free Shipping with Minimum Order Amount to one of the
following:
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CHAPTER 50: Shipping Carriers
DHL
Enable
If offering Free Shipping with Minimum Order, enter the
Minimum Order Amount for Free Shipping.
Disable
Does not apply free DHL shipping to any orders.
This is similar to the standard Free Shipping method, but appears in the DHL section so
customers know which method is used for their order.
5.
Enter the Minimum Order Amount for Free Shipping that must be met for a package to
qualify.
Step 4: Specify Applicable Countries
1.
Set Ship to Applicable Countries to one of the following:
l
All Allowed Countries
l
Specific Countries
If shipping to specific countries, select each country from the Ship to Specific Countries
list.
2.
Set Show Method if Not Applicable to one of the following:
Yes
Displays all options,even if not applicable to the order.
No
Displays only applicable options.
3.
In the Sort Order field, type a numeric value to determine the sequence in which DHL
appears when listed with other shipping methods during checkout.
4.
To create a log file with the details of DHL shipments made from your store, set Debug to
“Yes.”
5.
When complete, click the Save Config button to save your changes.
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DHL Configuration
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CHAPTER 50: Shipping Carriers
DHL
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Enabled for Checkout
Website
Enables/disables the DHL shipping method.
Title
Store View
The title of this shipping method as it appears
during checkout.
Gateway URL
Website
In most cases, you can accept the default
Gateway URL. However, if DHL has given you an
alternate URL, enter the value in this field.
Access ID
Website
The DHL shipper account access ID, provided to
you by DHL.
Password
Website
The DHL shipper account password, provided to
you by DHL.
Account Number
Website
The DHL shipper account number, provided to
you by DHL.
Content Type
Website
In the list, select the option that best describes
the type of package you ship. Options include:
Package / Letter.
Calculate Handling Fee
Website
The handling fee is optional and appears as an
additional charge added to the DHL shipping cost.
From the list, select the method that you want to
use to calculate handling fees. Options include:
Fixed Fee / Percentage.
Handling Applied
Website
From the list, select how you want the handling
fees applied. Options include: Per Order / Per
Package.
Handling Fee
Website
Enter the amount to be charged for a handling fee,
based on the method you have chosen to
calculate the amount. For example, if the charge
is based on a fixed fee, enter the amount as a
decimal, such as 4.90. However, if the handling
fee is based on a percentage of the order, enter
the amount as a percentage. For example, if you
are charging six percent of the order, enter the
value as .06.
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CHAPTER 50: Shipping Carriers
Field Descriptions (cont.)
SCOPE
FIELD
DESCRIPTION
Divide Order Weight
Store View
Determines if the weight of an order over 70kg can
be divided into smaller units to ensure an accurate
shipping charge. Options include: Yes / No.
Weight Unit
Store View
Determines the unit of measurement for weight
that is used in shipping calculations. Options
include: Pounds / Kilograms
Size
Store View
Determines the size of the package. Options
include:
Regular
Packages
shipped conform
to of DHL’s
standard
packaging
methods. In the
Allowed Methods
list, select each
packaging
method used to
ship products
from your store.
Specific
If packages
shipped have
custom
dimensions,
complete the
following:
Height (cm)
Depth (cm)
Width (cm)
760
Allowed Methods
Website
In the list, select each shipment method that you
support.
Ready Time
Website
Specifies when the package will be ready for
pickup, in hours, after an order is submitted.
Displayed Error Message
Store View
This message appears when DHL becomes
unavailable for any reason. You can use the
default message or enter a message of your own.
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DHL
Field Descriptions (cont.)
SCOPE
FIELD
Free Method
Free Shipping with
Minimum Order Amount
DESCRIPTION
This shipping method is similar to the regular Free
Shipping method, however it is listed within the
DHL shipping options and is identified as DHL
shipping. In the list, select the shipping method
you prefer to use for offers of free shipping.
Website
Set to one of the following:
Enable
To allow free DHL
shipping for
orders that meet
the minimum
amount.
Disable
To not offer free
DHL shipping
with minimum
order.
Minimum Order Amount for Website
Free Shipping
If you enable Free Shipping with Minimum Order,
enter the minimum order amount value in the field.
Ship to Applicable
Countries
Specifies which country customers are allowed to
use this shipping method.
Website
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All Allowed Countries
All allowed
countries are
applicable to use
the free shipping
method. The
Allowed
Countries are
specified in the
General
configuration
page.
Specific Countries
Limits this
shipping option to
the countries
specified in the
Ship to Specific
Countries list.
761
DHL
CHAPTER 50: Shipping Carriers
Field Descriptions (cont.)
SCOPE
FIELD
DESCRIPTION
Ship to Specific Countries
Website
Specifies the countries where DHL shipments
can be sent. This selected countries list is used if
Specific Countries is selected in the Ship to
Applicable Countries option.
Show Method if Not
Applicable
Website
Options include:
Yes
DHL always appears as a shipping
option during checkout, even if not
applicable to the order.
No
DHL appears as a shipping option
during checkout only if applicable
to the order.(i.e. Order weight
exceeds the maximum weight
amount.)
Debug
Website
Creates a log file with error information.
Sort Order
Website
Sets the sort order value for this shipping method.
This value, relative to other shipping methods,
determines the displayed order of shipping options
in checkout.
Shipping methods are displayed in ascending
order based on sort order value. Set to 0 for
highest sort order.
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Package Type by Carrier
Package Type by Carrier
The following tables list the shipping methods and supported package types for U.S. and
international shipments, by carrier.
l
l
l
Custom packaging has been added to each shipping method of each shipping carrier.
Shipping methods are divided into U.S. and International. Those that are marked as
“U.S.” are for US domestic shipments only. Those that are marked as "International" can
be those shipped from the U.S. to other countries, from other countries to the U.S. and
within countries other than the U.S. FedEx does not offer domestic shipments for
countries other than the U.S. at this time. USPS offers shipments from the U.S. only for
both domestic and international.
For international shipping, available package types sometimes depend on the country of
origin (U.S. or other). If a shipment originates outside of the U.S., the available package
types are filtered according to the types that are acceptable. For shipments that
originate in countries other than the U.S., the full list of package types available for the
selected shipping carrier is provided.
FedEx (U.S.)
Package Types: FedEx (U.S.)
SHIPPING METHOD
FedEx First Overnight
PACKAGE TYPE
FedEx Envelope
FedEx Pak
FedEx Box
FedEx Tube
Your Packaging
FedEx Priority Overnight
(same as above)
FedEx Standard Overnight
(same as above)
FedEx 2Day
(same as above)
FedEx Express Saver
FedEx Envelope
FedEx Pak
Your Packaging
FedEx Ground
Your Packaging
FedEx Home Delivery
FedEx SmartPost
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FedEx (International)
Package Types: FedEx (Int'l)
SHIPPING METHOD
FedEx International First
PACKAGE TYPE
FedEx Envelope
FedEx Pak
FedEx Box
FedEx Tube
Your Packaging
FedEx International Priority
FedEx Envelope
FedEx Pak
FedEx Box
FedEx 10 kg Box
FedEx 25 kg Box
FedEx Tube
Your Packaging
FedEx International Ground Your Packaging
FedEx Europe First Priority
FedEx Envelope
FedEx Pak
FedEx 10 kg Box
FedEx 25 kg Box
Your Packaging
UPS (U.S.)
Package Types: UPS (U.S.)
SHIPPING METHOD
PACKAGE TYPE
UPS Next Day Air Early AM Small Express Box
Medium Express Box
Large Express Box
UPS Express Tube
UPS Pak
UPS Letter
Your Packaging
UPS 2nd Day Air
764
(same as above)
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CHAPTER 50: Shipping Carriers
Package Type by Carrier
Package Types: UPS (U.S.) (cont.)
SHIPPING METHOD
PACKAGE TYPE
UPS Next Day Air
(same as above)
UPS 2nd Day Air AM
(same as above)
UPS 3 Day Select
Your Packaging
UPS Ground
Your Packaging
UPS (International)
Package Types: UPS (Int'l)
SHIPPING METHOD
PACKAGE TYPE
UPS Worldwide Express
Small Express Box
Medium Express Box
Large Express Tube
UPS Express Tube
UPS 10 kg Box
UPS 25 kg Box
UPS Pak
UPS Letter
Customer Packaging
UPS Worldwide Express Plus (same as above)
UPS Worldwide Saver
(same as above)
UPS Worldwide Expedited
(same as above)
UPS Worldwide Expedited
Small Express Box
Medium Express Box
Large Express Tube
UPS Express Tube
UPS 10 kg Box
UPS 25 kg Box
UPS Pak
Customer Packaging
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CHAPTER 50: Shipping Carriers
USPS (International)
Package Types: USPS (Int'l)
SHIPPING METHOD
PACKAGE TYPE
Express Mail® International
Flat Rate Envelope
Express Mail International Flat Rate Envelope
Express Mail Flat Rate
Envelop Hold for Pickup
Express Mail International Flat Rate Envelope
Priority Mail International
Large Flat Rate Box
Priority Mail International Medium Flat Rate Box
Priority Mail International
Small Flat Rate Box
Priority Mail International Small Flat Rate Box
Priority Mail International
Flat Rate Envelope
Priority Mail International Flat Rate Envelope
Global Express Guaranteed
(GXG)
Large Package/Non-Rectangular (Regular and Medium)
USPS GXG Envelopes
Large Package/Rectangular (Regular and Medium)
Variable
Large Package/Non-Rectangular (Regular and Medium)
Variable
Express Mail International
(same as above)
Priority Mail International
(same as above)
First-Class Mail
International Package
(same as above)
DHL (International)
Package Types: DHL (Int'l)
SHIPPING METHOD
766
PACKAGE TYPE
Express
Package
Express International
Letter
Magento Community Edition User Guide, Version 1.9.2
CHAPTER 51:
Shipping Labels
Magento Community Edition has a high level of integration with major shipping
carriers that gives you access to carrier shipping systems to track orders, create
shipping labels, and more.
Topics in this chapter:
l
Shipping Label Setup
l
Creating Shipping Labels
l
Package Configuration
USPS Priority Shipping Label
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Shipping Label Workflow
CHAPTER 51: Shipping Labels
Shipping Label Workflow
Shipping labels can be produced at the time a shipment is created, or later. Shipping labels
are stored in PDF format and downloaded to your computer. Depending on your browser
settings, you can open the file at once and print the labels. Each shipping label appears on
a separate page in the PDF file.
Shipment Workflow
When you create a shipping label, Magento prompts you for information about packaging
you want to use (type, size, etc.) and which products go with which package. When you
finish, Magento connects to the shipping carrier web-services, creates an order in its
system, and receives the shipping label for the shipment. The tracking number(s) are also
received and added in the Admin.
After the shipping label is generated, the new shipment is saved and the label can be
printed. If the shipping label cannot be created due to problems with connection or any
other reason, the shipment is not created.
Tracking Number Workflow
Magento receives the tracking numbers related to the shipment when labels are generated.
and inserts the numbers into the Shipping and Tracking Information section of the order. If
you generate the same shipping labels multiple times, the original tracking numbers are
preserved.
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Shipping Label Setup
Shipping Label Setup
Shipping label settings must be made at the product level, as well as in the configuration of
each carrier. Complete the configuration for each carrier that you intend to use to produce
shipping labels.
To configure shipping labels:
1.
On the Admin menu, select Catalog > Manage Products.
2.
The Country of Manufacture field is required for each product that is shipped
internationally by USPS and FedEx, Update the field for each product record, as needed.
Country of Manufacture
3.
When complete, click the Save button.
If you have many products that need to be updated with the same information, do the
following:
4.
a.
In the Manage Products list, select the checkbox of each product that needs to be
updated. For example, all products that are manufactured in China.
b.
Set the Actions control to “Update Attributes,” and click the Submit button.
c.
In the Update Attributes form, find the Country of Manufacture field and select the
Change checkbox. Then, select the country from the list and click the Save button.
On the Admin menu, select System > Configuration. Then, do the following:
a.
In the panel on the left, under Sales, select Shipping Settings. Click to expand the
Origin section, and verify that the following fields are complete:
Street Address
The street address of the place from which shipments
are sent. For example, the location of your company or
warehouse. This field is required for shipping labels.
Street Address Line 2
Any additional address information, such as the floor,
entrance and so on. We strongly recommend that you
use this field.
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Origin
b.
In the Configuration panel under Sales, select Shipping Methods. Click to expand the
USPS section, and verify that the following fields are complete:
Secure Gateway URL
This field is pre-populated by Magento.
Password
The password is provided by USPS, and gives you access
to their system through Web Services.
Length, Width
The default dimensions of the package. To make these
fields appear, set Size to “Large,”
Height, Girth
c.
Click to expand the FedEx section, and verify that the following fields are complete:
l
Meter Number
l
Key
l
Password
This information is provided by the carrier, and is required to gain access to their
system through Web Services.
d.
770
In the Configuration panel under General, select Store Information. Verify that the
fields in this section are complete. If you have multiple stores, and the contact
information differs from the default, set Current Configuration Scope to the store
view and verify that the information is complete. If any of this information is missing,
an error message will appear when you try to print shipping labels.
Store Name
The name of the store or store view.
Store Contact Telephone
The telephone number of the primary contact for the
store or store view.
Country
The country where your store is based.
VAT Number
If applicable the Value Added Tax number of your store.
(Not required for stores based in the U.S.)
Store Contact Address
The street address of the primary contact for the store or
store view.
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Shipping Label Setup
Store Information
e.
When complete, click the Save Config button.
Carrier Requirements
CARRIER
REQUIREMENTS
USPS
Requires a USPS account.
UPS
Requires a UPS account. Shipping labels are available only for
shipments that originate in the U.S. Specific credentials are required for
stores outside the US.
FedEx
Requires a FedEx account. For stores outside of the U.S., shipping
labels are supported for international shipments only. FedEx does not
allow domestic shipments that originate outside of the U.S
DHL
Requires a DHL account. Shipping labels are supported only for
shipments that originate in the U.S.
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CHAPTER 51: Shipping Labels
Create Shipping Labels
You can easily create shipping labels for new and existing orders from the Admin of your
store. To create shipping labels, you must first set up your shipping carrier account to
support labels. Then, follow the prompts to enter a description of the package and its
contents. Magento contacts the shipping carrier, creates an order in the carrier’s system,
and receives a shipping label and tracking number for the shipment. An individual order is
created for each package shipped. A single shipment with multiple packages receives
multiple shipping labels.
Process Overview:
Step 1: Contact Your Shipping Carriers
Step 2: Update the Configuration for Each Carrier
Step 3: Create Shipping Labels
Step 4: Print Shipping Labels
Step 1: Contact Your Shipping Carriers
Before you begin, make sure that your shipping accounts are set up to process labels. Some
carriers might charge an additional fee to add shipping labels to your account.
772
1.
Contact each carrier that you use to activate shipping labels for your store.
2.
Follow the instructions provided by each carrier to add shipping label support to your
account.
FedEx
Contact FedEx Web Services regarding their label evaluation
process.
USPS
Contact [email protected] to request that API
Signature Confirmation V3 be enabled for your live USPS API
Access account.
UPS
Contact UPS to confirm your account type supports shipping
labels. To generate shipping labels, you must use the UPS
XML option.
DHL
Contact the DHL Resource Center to learn more about their
services or send an inquiry through their Contact Center.
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Create Shipping Labels
Step 2: Update the Configuration for Each Carrier
1.
Make sure that your Store Information is complete.
2.
Follow the instructions below for each carrier account that has been activated for label
printing.
UPS
United Parcel Service ships both domestically and internationally. However, shipping
labels can be generated only for shipments that originate within the United States.
1.
On the Admin menu, select System > Configuration.
2.
In the Configuration panel on the left, under Sales, select Shipping Methods.
3.
Click to expand the UPS section. Then, verify that your UPS Shipper Number is
correct. Your Shipper Number appears only when United Parcel Service XML is
enabled.
4.
When complete, click the Save Config button.
USPS
The United States Postal Service ships both domestically and internationally.
1.
On the Admin menu, select System > Configuration.
2.
In the Configuration panel on the left, under Sales, select Shipping Methods.
3.
Click to expand the USPS section. Then, do the following:
4.
a.
Verify that the Secure Gateway URL is entered. The correct URL should be
entered automatically.
b.
Enter the Password provided to you by USPS.
c.
Set Size to “Large.” Then, enter the following dimensions:
l
Length
l
Width
l
Height
l
Girth
When complete, click the Save Config button.
FedEx
FedEx ships domestically and internationally. Stores located outside the United States can
create FedEx labels for international shipments only.
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1.
On the Admin menu, select System > Configuration.
2.
In the Configuration panel on the left, under sales, select Shipping Methods.
3.
Click to expand the FedEx section. Then, make sure that the following FedEx
credentials are correct:
4.
l
Meter Number
l
Key
l
Password
When complete, click the Save Config button.
DHL
DHL provides international shipping services.
1.
On the Admin menu, select System > Configuration.
2.
In the Configuration panel on the left, under sales, select Shipping Methods.
3.
Click to expand the DHL section. Then, do the following:
4.
a.
Verify that the Gateway URL is entered. The correct URL should be entered
automatically.
b.
Make sure that the following credentials are complete:
l
Access ID
l
Password
l
Account Number
When complete, click the Save Config button.
Step 3: Create Shipping Labels
Process Overview:
Method 1: Create Label for New Shipment
Method 2: Create Label for Existing Shipment
Method 1: Create Label for New Shipment
774
1.
On the Admin menu, select Sales > Orders.
2.
Find the order in the list, and click to open the record. The status of the order must be
either “Pending” or “Processing.”
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Create Shipping Labels
3.
In the upper-right corner, click the Ship button. Then, confirm the shipping information
according to carrier requirements.
4.
In the lower-right corner, select the Create Shipping Label checkbox. Click the Submit
Shipment button, and do the following:
a.
To add products from the order to the package, click the Add Products button. The
Quantity column shows the maximum number of products that are available for the
package.
b.
Select the check box of each product to be added to the package and enter the
Quantity of each. Then, click the Add Selected Product(s) to Package button.
l
To add a new package, click the Add Package button.
l
To delete a package, click the Delete Package button.
If you use a package type other than the default, or require a signature, the cost of
shipping might differ from what you have charged the customer. Any difference is not
reflected in your store.
5.
When complete, click OK.
l
6.
If you need to cancel an order, click the Cancel button. A shipping label will not be
created, and the Create Shipping Label checkbox is cleared.
Magento now connects to the shipping carrier system, submits the order, and receives a
shipping label and tracking number for each package.
l
l
If the label is successfully created, the shipment is submitted, the tracking number
appears in the form, and the label is ready to print.
If the carrier cannot create the label due to the problems with connection, or for any
other reason, the shipment is not processed.
Method 2: Create Label for Existing Shipment
1.
On the Admin menu, select Sales > Orders.
2.
Find the order in the list and click to open the Shipping form. Then, do the following:
a.
In the Shipping and Tracking Information section, click the Create Shipping Label
button.
b.
Distribute the ordered product(s) to the appropriate package(s), and click OK.
c.
To review the package information, click the Show Packages button.
Magento connects to the shipping carrier system, submits an order, and receives a
shipping label and a tracking number.
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If a shipping label for this shipment already exists in the system, it is replaced with a new
one. However, existing tracking numbers are not replaced. Any new tracking number is
added to the existing one.
Step 4: Print Shipping Labels
Shipping labels are generated in PDF format, and can be printed from the Admin panel.
Each label includes the order number and package number.
Process Overview:
Method 1: Print Label from Shipment Form
Method 2: Print Labels for Multiple Orders
Method 1: Print Label from Shipment Form
1.
On the Admin menu, do one of the following:
l
l
2.
Select Sales > Orders. Find the order in the list, and click to open the record. In the
panel on the left, select Shipments. Then, click to open the shipment record.
Select Sales > Shipments. Find the order in the list, and click to open the record.
To download the PDF file, go to the Shipping and Tracking section of the form and click
the Print Shipping Label button. Depending on your browser settings, the shipping labels
can be viewed and printed directly from the PDF file.
The Print Shipping Label button appears only after the carrier has generated labels for the
shipment. If the button is missing, click the Create Shipping Label button. The button will
appear after Magento receives the label from the carrier.
Method 2: Print Labels for Multiple Orders
1.
On the Admin menu, do one of the following:
l
Select Sales > Orders.
l
Select Sales > Shipments.
2.
In the list, select the checkbox of each order that has shipping labels to be printed.
3.
In the upper-right corner, set the Actions control to "Print Shipping Labels."
4.
Click the Submit button.
A complete set of labels is printed for each shipment that is related to the selected orders.
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Create Shipping Labels
Required Carrier Settings
FIELD
DESCRIPTION
Type
Package types differ by carrier and method. The default package
type for each carrier is initially selected. USPS does not require
the package type for domestic shipments.
Customs Value
(International shipments only) The declared value or sales price
of the contents of an international shipment.
Total Weight
The total weight of all products added to the package is
calculated automatically. The value can also be changed
manually, and entered as pounds or kilograms.
Length, Width, Height
(Optional) The package dimensions are used for custom
packages only. You can specify the measurements units as
inches or centimeters.
Signature Confirmation
Indicates if a signature is required to confirm receipt of the
package. Although the options vary by carrier and shipping
method. Options include:
Not Required
No confirmation of delivery is sent to the
store by the shipping carrier.
No Signature
A delivery confirmation without the
signature of the recipient is sent to the
store by the shipping carrier.
Signature
Required
The shipping carrier obtains the
signature of the recipient and provides
the store with a printed copy.
Direct
(FedEx Only) FedEx obtains a signature
from someone at the delivery address. If
no one is available to sign for the
package, the carrier tries to deliver the
package at another time.
Indirect
(FedEx Residential Deliveries Only)
FedEx obtains the signature of
someone, possibly a neighbor or building
manager, at the delivery address. The
recipient can leave a signed FedEx door
tag to authorize the package to be left
without anyone present to sign for it.
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Required Carrier Settings (cont.)
FIELD
DESCRIPTION
Contents
(USPS Only) Select one of the following
descriptions of the package:
Gift
Documents
Commercial Sample
Returned Goods
Merchandise
Other
778
Explanation
(USPS Only) A detailed description of
the package contents.
Adult Required
The shipping carrier obtains the
signature of an adult recipient and
provides the store with a printed copy.
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CHAPTER 51: Shipping Labels
Create Packages
Create Packages
The Create Packages pop-up window appears if you choose to create a shipping label. You
can start configuring the first package at once.
Create Package
To configure a package(s):
1.
When the Create Packages window appears, do the following to complete the description of
Package 1:
a.
Select the Type of packaging. (Not required for UPS domestic shipments.)
b.
Enter the Total Weight and verify that the unit of measurement is correct..
c.
Enter the Length, Width, and Height of the package, and verify that the unit of
measurement is correct.
d.
Set Signature Confirmation as needed.
If you select the non-default value in the Type field or require a signature confirmation, the
price of a shipment may differ from the rate you quoted the customer.
e.
To view a list of shipped products and add them to the package, click the Add
Products button.
The Qty column is pre-populated with the maximum available quantity to add (for the
Package 1 this number is equal to the total shipped quantity of the product).
f.
2.
Specify the products and quantities. To add the products to the package, click the Add
Selected Product(s) to Package button in the header of the grid. The products are
added to the package.
To view a list of shipped products and add them to the package, click the Add Products
button.
The Qty column is pre-populated with the maximum available quantity to add (for the
Package 1 this number is equal to the total shipped quantity of the product).
3.
Specify the products and quantities. To add the products to the package, click the Add
Selected Product(s) to Package button in the header of the grid. The products are added to
the package.
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To add a new package, click the Add Package button in the window header. You can
add several packages, and edit them simultaneously.
l
To delete a package, click the Delete Package button.
l
After products have been added to the package, the quantity cannot be edited directly.
To increase the quantity:
1.
Click the Add Selection button.
2.
Enter the additional quantity.
The number is added to the previous quantity of the product in the package.
To decrease the quantity:
1.
Delete the product from the package.
2.
Click the Add Selection button.
3.
Enter the new, smaller value.
After you distribute all products, the total number of the packages you are going to use
equals the number of the last package in the list. The OK button is disabled until all
shipped items are distributed between packages and all necessary information is specified.
4.
When complete, click the OK button to generate the labels.
If you need to stop the process, click the Cancel button. The packages are not saved, and
the shipping label creation is canceled.
Field Descriptions
FIELD
Type
DESCRIPTION
(Non-domestic only) Identifies the type of a package. Available
package types are different for each shipping carrier, and depend
on the shipping method selected when the order is created.
When the Create Packages pop-up window opens, the default
package for the shipping carrier set in system configuration is
selected in the Type field. For shipping labels created for DHL,
FedEx, and UPS shipments, the “Type of Goods” field is set to
“Merchandise.”
If you select a package, that is not designed by a shipping
carrier, you must enter the package dimensions
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Create Packages
Field Descriptions (cont.)
FIELD
DESCRIPTION
Total Weight
The total weight of a package. The field is pre-populated with the
total weight of products in a package, after you add them, but can
be edited manually. The measurement units can be specified
using the drop-down menu next to the field; select between
pounds and kilograms.
Length
The length of a package, integer and floating point numbers. The
field is enabled if the custom package type is used. The
measurement units can be specified using the drop-down menu
next to the Height field; select between inches and centimeters.
Width
The width of a package, integer and floating point numbers. The
field is enabled if the custom package type is used. The
measurement units can be specified using the drop-down menu
next to the Height field; select between inches and centimeters.
Height
The height of a package, integer and floating point numbers. The
field is enabled if the custom package type is used. The
measurement units can be specified using the drop-down menu
next to the Height field; select between inches and centimeters.
Signature Confirmation
Establishes how delivery is confirmation. Options include:
Not Required
No delivery confirmation letter is sent.
No Signature
A delivery confirmation letter without a
recipient’s signature is sent to you.
Signature
Required
The shipping carrier obtains the
recipient’s signature and provides you
with its printed copy.
Adult Required
The shipping carrier obtains the adult
recipient’s signature and provides you
with its printed copy.
Direct
(FedEx only) FedEx obtains a signature
from someone at the delivery address
and reattempts delivery if no one is
available to sign for the package.
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Field Descriptions (cont.)
FIELD
DESCRIPTION
Indirect
(FedEx only) FedEx obtains a signature
in one of three ways: (1) from someone
at the delivery address; (2) from a
neighbor, building manager or other
person at a neighboring address; or (3)
the recipient can leave a signed FedEx
Door Tag authorizing release of the
package without anyone present.
Available for residential deliveries only.
The field availability and options may
vary slightly for different shipping
methods. For the most up to date
information please refer to shipping
carrier’s resources.
Contents
(USPS only) Description of the package contents. Options
include:
Gift
Documents
Commercial Sample
Returned Goods
MerchandiseOther
Explanation
782
(USPS only) Detailed description of the package content.
Magento Community Edition User Guide, Version 1.9.2
Taxes
In this section…
Managing Taxes
Value Added Tax (VAT)
Quick Reference
CHAPTER 52:
Managing Taxes
Magento provides a variety of options to help you meet the tax requirements for your
locale. Magento also supports the calculation of Value-Added Tax (VAT) for businessto-business transactions in the European Union. Admin permissions can be set to
restrict access to tax resources, based on the business “need to know.”
Tax classes are used to define “tax rules.” Tax rules incorporate a combination of
product class, customer class and tax zone, and rate. Each type of customer can be
assigned a customer class when you define them, and each product is assigned a tax
class. Magento analyzes the shopping cart of each customer and calculates the
appropriate tax according to the class of the customer, the class of the products in the
shopping cart, and the region (as determined by the customer’s shipping address,
billing address or shipping origin).
Important! No guarantee is made regarding any information in this guide. Please contact
an expert before making decisions about tax matters.
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General Tax Settings
The following instructions take you through the basic tax setup for your store. Before
setting up your taxes, make sure that you are familiar with the tax requirements of your
locale. Then, you can complete the tax configuration as needed for your store.
Admin permissions can be set to restrict access to tax resources, based on the business
“need to know.” To create an Admin role with access to tax settings, select both the
Sales/Tax and System/Tax resources. If setting up a website for a region that differs from
your default shipping point of origin, you must also allow access to the System/Shipping
resources for the role, because the shipping settings determine the store tax rate used for
catalog prices.
Process Overview:
Step 1: Set Up Tax Classes
Step 2: Complete the Calculation Settings
Step 3: Set Up the Default Tax Destination
Step 4: Complete the Display Settings
Step 1: Set Up Tax Classes
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Tax.
3.
If you have multiple websites, set Current Configuration Scope to the website where the
tax configuration applies.
4.
Click to expand the Tax Classes section.
Tax Classes
5.
786
Set Tax Class for Shipping to the appropriate class. The default classes are:
l
Taxable Goods
l
Shipping
l
Tax Exempt
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General Tax Settings
Step 2: Complete the Calculation Settings
1.
Click to expand the Calculation Settings section.
Tax Calculation Settings
2.
In the Tax Calculation Method Based On field, select whether the tax is based on the price
of each unit, or on the “row total” (that is, the total for a line item in the order, accounting
for any discounts).
3.
In the Tax Calculation Based On field, select whether the tax is calculated based on the
customer’s shipping address, billing address, or your store’s shipping origin.
4.
In the Catalog Prices field, specify whether the catalog prices of items include tax or
exclude tax.
5.
In the Shipping Prices field, select whether the shipping amounts include tax or exclude
tax.
6.
In the Apply Customer Tax field, select whether tax is applied to the original or
discounted price.
7.
In the Apply Discount on Prices field, select whether any discounts applied include the
tax or exclude it.
8.
In the Apply Tax On field, select whether tax is applied to custom prices or to original
prices.
9.
In the Enable Cross Border Trade field, select “Yes” to use consistent pricing across
different tax rates, or select “No” to vary the price by tax rate.
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Important! If cross-border trade is enabled, the profit margin changes by tax rate. Profit is
determined by the formula (Revenue - CustomerVAT - CostOfGoodsSold). To enable crossborder trade, set prices to include tax.
Step 3: Set Up the Default Tax Destination Calculation
1.
Click to expand the Default Tax Destination Calculation section.
2.
Select the Default Country to be used for tax calculations.
3.
Select the Default State to be used for tax calculations.
4.
Select the Default Post Code to be used for tax calculations.
An asterisk can be used as a wildcard to represent all State and Post Code values.
Default Tax Calculation Settings
Step 4: Complete the Price Display Settings
Important! Some combinations of settings related to a price display that both includes and
excludes tax can be confusing to the customer. To avoid triggering a warning message, see the
recommended settings.
1.
Click to expand the Price Display Settings section. Then, do the following:
Price Display Settings
a.
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Set Display Product Prices in Catalog to one of the following:
l
Excluding Tax
l
Including Tax
l
Including and Excluding Tax
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General Tax Settings
If you set the Display Product Prices field to “Including Tax,” the tax appears only if there is
a tax rule that matches the tax origin, or if Magento detects that the customer address
matches the tax rule. This can happen after a customer creates an account, logs in, or uses
the Tax and Shipping estimation tool in the cart.
b.
2.
Set Display Shipping Prices to one of the following:
l
Excluding Tax
l
Including Tax
l
Including and Excluding Tax
Click to expand the Shopping Cart Display Settings section.
For each section listed, chose how you want taxes and prices to be shown for products in a
shopping cart, according to the requirements of your store and locale.
Shopping Cart Display Settings
3.
Click to expand the Orders, Invoices, Credit Memos Display Settings section. Then, select
how prices and taxes are displayed in orders, invoices, and credit memos.
Orders, Invoices, Credit Memos Display Settings
4.
When complete, click the Save Config button.
Field Descriptions
FIELD
SCOPE
DESCRIPTION
TAX CLASSES
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Field Descriptions (cont.)
SCOPE
FIELD
Tax Class for Shipping
Website
DESCRIPTION
Identifies the tax class that is used for shipping.
Options include all available product tax classes:
None
Taxable Goods
Shipping
Tax Exempt
CALCULATION SETTINGS
Tax Calculation Method
Based On
Website
Determines whether the tax is based on the unit
price of the product, line item total, accounting for
any discounts, or total. Options include:
Unit Price
Row Total
Total
Tax Calculation Based On
Website
Determines if the tax calculation is based on the
shipping address, billing address, or the shipping
origin. Options include:
Shipping Address
Billing Address
Shipping Origin
Catalog Prices
Website
Determines if catalog prices include or exclude
tax. Options include:
Excluding Tax
Including Tax
Shipping Prices
Website
Determines in shipping prices include or exclude
tax. Options include:
Excluding Tax
Including Tax
Apply Customer Tax
Website
Determines if tax is applied before, or after a
discount. Options include:
Before Discount
After Discount
Apply Discount on Prices
790
Website
Determines if discount prices include or exclude
tax. Options include:
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General Tax Settings
Field Descriptions (cont.)
FIELD
SCOPE
DESCRIPTION
Excluding Tax
Including Tax
Apply Tax On
Website
Determines if the tax applies to the original price,
or to a custom price, if available. Options include:
Custom price if available
Original price only
Enable Cross Border
Trade
Website
When enabled, applies consistent pricing across
borders of regions with different tax rates. Options
include: Yes / No
Using cross-border trade adjusts the profit
margin by tax rate.
DEFAULT TAX DESTINATION CALCULATION
Default Country
Store View
Determines the country upon which tax
calculations are based. Options include: All
countries
Default State
Store View
Determines the state upon which tax calculations
are based. An asterisk (*) can be used as a
wildcard to indicate all states within the selected
country. Options include: All states in selected
country
Default Post Code
Store View
Identifies the postal code or ZIP code upon which
tax calculations are based. An asterisk (*) can be
used as a wildcard to indicate all postal codes
within the selected state.
PRICE DISPLAY SETTINGS
Display Product Prices in
Catalog
Store View
Determines if product prices published in the
catalog include or exclude tax, or show two
versions of the price; one with, and the other
without tax.
Options include:
Excluding Tax
Including Tax
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CHAPTER 52: Managing Taxes
Field Descriptions (cont.)
FIELD
SCOPE
DESCRIPTION
Including and Excluding Tax
If you set the Display Product Prices field to
“Including Tax,” the tax appears only if there is a
tax rule that matches the tax origin, or if there is
a customer address that matches the tax rule.
Events that can trigger a match include customer
account creation, login, or the use of the Tax and
Shipping estimation tool in the shopping cart.
Display Shipping Prices
Store View
Determines if shipping prices include or exclude
tax, or show two versions of the shipping price;
one with, and the other without tax. Options
include:
Excluding Tax
Including Tax
Including and Excluding Tax
SHOPPING CART DISPLAY SETTINGS
Display Prices
Store View
Determines if shopping cart prices include or
exclude tax, or show two versions of the price;
one with, and the other without tax. Options
include:
Excluding Tax
Including Tax
Including and Excluding Tax
Display Subtotal
Store View
Determines if the shopping cart subtotal includes
or excludes tax, or shows two versions of the
subtotal; one with, and the other without tax.
Options include:
Excluding Tax
Including Tax
Including and Excluding Tax
Display Shipping Amount
792
Store View
Determines if the shopping cart shipping amount
includes or excludes tax, or shows two versions
of the shipping amount; one with, and the other
without tax. Options include:
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CHAPTER 52: Managing Taxes
General Tax Settings
Field Descriptions (cont.)
FIELD
SCOPE
DESCRIPTION
Excluding Tax
Including Tax
Including and Excluding Tax
Include Tax in Grand Total
Store View
Determines if tax is included in the shopping cart
grand total. Options include: Yes / No
Display Full Tax Summary
Store View
Determines if the shopping cart includes a full tax
summary. Options include: Yes / No
Display Zero Tax Subtotal
Store View
Determines if the shopping cart includes a tax
subtotal when the tax is zero. Options include:
Yes / No
ORDERS, INVOICES, CREDIT MEMOS DISPLAY SETTINGS
Display Prices
Store View
Determines if the prices on sales documents
include or exclude tax, or if each document shows
two versions of the price; one with, and the other
without tax. Options include:
Excluding Tax
Including Tax
Including and Excluding Tax
Display Subtotal
Store View
Determines if the subtotal on sales documents
includes or excludes tax, or if each document
shows two versions of the subtotal; one with, and
the other without tax. Options include:
Excluding Tax
Including Tax
Including and Excluding Tax
Display Shipping Amount
Store View
Determines if the shipping amount on sales
documents includes or excludes tax, or if each
document shows two versions of the subtotal;
one with, and the other without tax.Options
include:
Excluding Tax
Including Tax
Including and Excluding Tax
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Field Descriptions (cont.)
FIELD
SCOPE
DESCRIPTION
Include Tax in Grand Total
Store View
Determines if the grand total on sales documents
includes tax. Options include: Yes / No
Display Full Tax Summary
Store View
Determines if the full tax summary appears on
sales documents. Options include: Yes / No
Display Zero Tax Subtotal
Store View
Determines of the subtotal section on sales
documents appears when no tax is charged.
Options include: Yes / No
Tax Classes
Every product and customer is assigned to a tax class. Tax classes, in turn, are used to
define tax rules. Tax rules are a combination of a customer tax class, product tax class, and
tax rates. The two basic types of tax classes are:
l
Product Tax Classes
l
Customer Tax Classes
Product Tax Classes
Product tax classes can be created and assigned according to the tax requirements of the
product. For example, food might not be taxed (or might be taxed at a different rate). If
your store charges an additional tax on shipping, you should designate a separate product
tax class for shipping.
Product Tax Classes
To define a product tax class:
1.
On the Admin menu, select Sales > Tax > Product Tax Class.
2.
In the upper-right corner, click the Add New button.
Product Tax Class Information
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3.
Tax Classes
Enter a Class Name for this tax class.
The new tax class now appears as a Tax Class option for product prices.
4.
When complete, click the Save Class button.
Shipping Tax Class
A separate product class can be set up for shipping. Then, you must identify it in the
configuration as the tax class used for shipping.
Step 1: Set Up a Product Tax Class for Shipping
1.
On the Admin menu, select Sales > Tax > Product Tax Class.
2.
In the upper-right corner, click the Add New button.
3.
Enter a Class Name for the new tax class. For example, “Shipping.”
Product Tax Class for Shipping
4.
When complete, click the Save Class button.
Step 2: Configure the Shipping Tax Class
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Tax.
3.
Click to expand the Tax Classes section.
4.
Set Tax Class for Shipping to the class you created for shipping.
Shipping Tax Class
5.
When complete, click the Save Config button.
Field Descriptions
FIELD
Tax Class for Shipping
SCOPE
Website
DESCRIPTION
Identifies the tax class used for shipping. Options
include a list of all available tax classes:
None
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Field Descriptions (cont.)
FIELD
SCOPE
DESCRIPTION
Taxable Goods
Shipping
Tax Exempt
Customer Tax Classes
Customer tax classes are created and assigned by customer type. For example, in some
jurisdictions, wholesale transactions are not taxed, although retail transactions are.
Customer Tax Classes
To define a customer tax class:
1.
On the Admin menu, select Sales > Tax > Customer Tax Classes.
2.
In the upper-right corner, click the Add New button.
Customer Tax Class Information
3.
Enter a Class Name for this tax class.
To link a customer tax class to a customer group, edit the customer group. You can then assign
the customer group when creating or editing a customer.
4.
When complete, click the Save Class button.
Tax Zones & Rates
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
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Tax Zones & Rates
area for which you collect and remit taxes. Because you give each tax zone and rate
specification a unique identifier, you can have multiple tax rates for a given geographic area
(for example, for places that do not tax food or medicine but tax other products).
Store tax is calculated based on the store’s address. The actual customer tax for an order is
calculated after the customer completes the order information. Magento then calculates the
actual tax based upon the tax configuration of the store.
Manage Tax Zones & Rates
To define tax zones and rates:
1.
On the Admin menu, select Sales > Tax > Manage Tax Zones & Rates.
2.
In the upper-right corner, click the Add New Tax Rate button.
Tax Rate Information
3.
In the Tax Rate Information section, do the following:
a.
In the Tax Identifier field, enter a unique name for this tax. Do not use spaces. This
identifier is not shown in the store if the Tax Titles section is completed, as described
below.
b.
Select the location of the Country and State. (Starting in EE 1.13.1, you can use the
wildcard character * for State.)
c.
Do one of the following:
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l
l
If you want the ZIP or postal code represented as an individual code, set Zip/Post is
Range, to “No.” Then, enter the Zip/Post Code.
If you want the ZIP or postal code represented as a range, set Zip/Post is Range to
“Yes.” Then, enter the Range From and Range To values.
The wildcard character * can be used to represent all values. For example, 90* means all
ZIP codes from 90000 through 90999.
d.
4.
In the Rate Percent field, enter the percentage of tax.
In the Tax Titles section, enter a name of this tax for each store view.
Tax Titles
5.
When complete, click the Save Rate button.
Importing and Exporting Tax Rates
If you have nexuses in several states and ship a large volume of product, you might
consider downloading a tax rate by ZIP code data set. The rates can then be imported into
Magento. In the following example, we import a set of California tax rates that was
downloaded from the Avalara website. Avalara provides tax rate tables that can be
downloaded at no charge for every ZIP code in the United States. Avalara is a Magento
Technology Partner.
Import / Export Tax Rates
Process Overview:
Step 1: Export the Magento Tax Rate Data
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Step 2: Prepare the Import Data
Step 3: Import the Tax Rates
Step 1: Export the Magento Tax Rate Data
1.
On the Admin menu, select Sales > Tax > Import / Export Tax Rates.
2.
Click the Export Tax Rates button. When prompted, click Save. Then, open the exported
file in OpenOffice Calc.
Export Tax Rates
3.
In a second instance of OpenOffice Calc, open the new tax rate data, so you can see both,
side by side. The basic Magento tax rate data includes the following columns:
l
Code
l
Country
l
State
l
Zip/Post Code
l
Rate
Exported Tax Rate Data
4.
In the new tax rate data, take note of any additional tax rate data that you might need to
set up in your store before the data is imported. For example, the tax rate data for
California also includes:
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l
TaxRegionName
l
CombinedRate
l
StateRate
l
CountyRate
l
CityRate
l
SpecialRate
If you need to import additional tax zones and rates, you must first define them from the
Admin of your store, and update the tax rules as needed. Then, export the data, and open
the file in OpenOffice Calc, so it can be used for reference. However, to keep this example
simple, we will import only the standard tax rate columns.
Step 2: Prepare the Import Data
You now have two spreadsheets open, side by side. One with the Magento export file
structure, and the other with the new tax rate data that you want to import.
1.
To create a place to work in the spreadsheet with the new data, insert as many blank
columns at the far left as needed. Then, use cut and paste to rearrange the columns so they
match the order of the Magento export data.
2.
Rename the column headers to match the Magento export data.
3.
Delete any columns that have no data. Otherwise, the structure of the import file should
match the original Magento export data.
4.
Before saving the file, scroll down and make sure that the tax rate columns contain only
numeric data. Any text found in a tax rate column will prevent the data from being
imported.
5.
Save the prepared data as a .CSV file. When prompted, verify that a comma is used a Field
delimiter, and double quotes as the Text delimiter. Then, click OK.
Magento requires all text strings to be enclosed in double quotes. Because Microsoft Excel
removes the double quotes, we recommend that you use OpenOffice Calc instead.
Step 3: Import the Tax Rates
1.
On the Admin menu, select Sales > Tax > Import / Export Tax Rates.
2.
Click the Browse button, and select the .CSV tax rate file that you prepared to import.
Then, click the Import Tax Rates button.
It might take several minutes to import the data. When the process is complete, the
message, "The tax rate has been imported" appears. If you receive an error message, correct
the problem in the data and try again.
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Import Tax Rates
3.
On the Admin menu, select Sales > Tax > Manage Tax Zones & Rates. The new data
appears in the list. Use the page controls to view the new tax rates.
Imported Tax Rates
4.
Run some text transactions in your store with customers from different ZIP codes to make
sure that the new tax rates work correctly.
Cross-Border Price Consistency
Cross-border trade (also referred to as price consistency) supports European Union (EU)
and other merchants who want to maintain consistent prices for customers whose tax rates
are different than the store tax rate.
Merchants operating across regions and geographies can show their customers a single
price. Pricing is clean and uncluttered regardless of tax structures and rates that vary from
country to country.
To use cross-border price consistency, your store must include tax in product prices.
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To enable cross-border price consistency:
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Tax.
3.
Click to expand the Calculation Settings section. To enable cross-border price consistency,
set Enable Cross Border Trade to “Yes.”
Important! If you enable cross-border trade your profit margin changes by tax rate. Profit is
determined by the formula: (Revenue - CustomerVAT - CostOfGoodsSold).
4.
When complete, click the Save Config button.
Enable Cross Border Trade Setting
EU Place of Supply
European Union (EU) merchants must report their digital goods sold by quarter to each
member country. Digital goods are taxed based on the customer's billing address. The law
requires merchants to run a tax report and identify the relevant tax amounts for digital
goods, as opposed to physical goods.
Merchants must report all digital goods sold by EU member countries on a quarterly basis
to a central tax administration, along with payment due for tax collected during the period.
Merchants who have not yet reached the threshold (50k/100k Euro of annual business)
must continue to report physical goods sold to the EU states where they have registered
VAT numbers.
Merchants who are audited for taxes paid for digital goods, must provide two pieces of
supporting information to establish the customer place of residence.
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l
l
Tax Rules
The customer’s billing address and a record of a successful payment transaction can be
used to establish the customer place of residence. (Payment is accepted only if the
billing address matches payment provider information.)
The information can also be captured directly from the data store in the Magento
database tables.
To collect digital goods tax information:
1.
Load the tax rates for all EU member countries.
2.
Create a digital goods product tax class.
3.
Assign all your digital goods to the digital goods product tax class.
4.
Create tax rules for your physical goods, using physical product tax classes, and associate
them with the appropriate tax rates.
5.
Create tax rules for your digital goods, using use the product tax class for digital goods,
and associate them with the appropriate tax rates for EU member countries.
6.
Run the tax report for the appropriate period, and collect the required digital goods
information.
7.
Export the tax amounts that are related to the tax rates for the digital goods product tax
class.
See also:
European Commission Taxation and Customs Union
EU 1015 Place of Supply Changes
Tax Rules
Tax rules put all the taxation elements together: product tax classes, customer tax classes,
and tax zones and rates. Each tax rule consists of a customer tax class, a product tax class,
and a tax rate.
When numerous taxes must be defined, you can simplify the process by importing them from a
spreadsheet. Select Sales > Tax > Import/Export Tax Rates.
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Manage Tax Rules
To define tax rules:
1.
On the Admin menu, select Sales > Tax > Manage Tax Rules.
2.
In the upper-right corner, click the Add New Tax Rule button. Then, do the following:
Tax Rule Information
a.
Enter a Name for the rule.
b.
Select a Customer Tax Class. To select multiple options, hold the Ctrl key down and
click each item.
c.
Select a Product Tax Class.
d.
Select the Tax Rate.
This rule applies the tax rate to customers in the selected customer tax class and to
products in the selected product tax class.
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e.
Fixed Product Tax
In the Priority field, enter a number to indicate the priority of this tax, when more
than one tax applies. If two tax rules with the same priority apply, then the taxes are
added together. If two taxes with different priority settings apply, then the taxes are
compounded.
3.
In the Sort Order field, enter a number to indicate the order in which tax rules are
displayed on the Manage Tax Rules page.
4.
If you want taxes to be based on the order subtotal, select the Calculate off Subtotal Only
checkbox.
5.
When complete, click the Save Rule button.
Field Descriptions
FIELD
DESCRIPTION
Name
Enter a name for this tax rule to make it easy to identify.
Customer Tax Class
Select the customer tax class associated with this rule.
Product Tax Class
Select the product tax class associated with this rule.
Tax Rate
Select the tax rate that applies to this rule.
Priority
Enter a number to indicate the priority of this tax, when more than
one tax applies. Lower numbers have higher priority. If two tax
rules with the same priority apply then the taxes are added
together. If two taxes with a different priority apply then the taxes
are compounded. When taxes are compounded, the first priority
tax is calculated on the subtotal amount, and then the second
priority tax is calculated on the subtotal plus the first priority tax
amount.
Calculate off Subtotal Only Select this checkbox for taxes to be calculated based on the
subtotal of the order. This means that for this tax rule, tax applies
only to the subtotal of the order.
Sort Order
Specify the order in which tax rules are displayed on the Manage
Tax Rules page. Lower numbers have higher sort order in the list.
Fixed Product Tax
Some tax jurisdictions have a fixed tax that must be added to certain types of products.
You can set up a fixed product tax (FPT) for your store's tax calculations. For example, in
some countries FPT can be used to set up a Waste Electrical and Electronic Equipment
Directive (WEEE) tax, also known as "ecological tax" or "eco tax," that is collected on
certain types of electronics to offset the cost of recycling. This tax is a fixed amount, rather
than a percentage of the product price.
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Fixed product taxes apply at the item level, based on the product. In some jurisdictions
this tax is subject to an additional % tax calculation. Your tax jurisdiction might also have
rules about how the product price appears to customers, either with or without tax. Be sure
that you understand the rules, and set your FPT display options accordingly.
We recommend that you exercise caution when quoting FPT prices in email, because the
difference in price can affect customer confidence in their orders. For example, if you
display Order Review prices without showing FPT, customers who buy items with
associated FPT will see a total that includes the FPT tax amount, but without an itemized
breakdown. The difference in price might lead some customers to abandon their carts
because the total differs from the amount expected.
FPT Display Prices
FPT
Not Taxed
Taxed
DISPLAY SETTING AND CALCULATION
Excluding FPT
FPT appears as a separate row in the cart, and the
value is used in appropriate tax calculations.
Including FPT
FPT is added to the base price of an item but is not
included in tax- rule-based calculations.
Excluding FPT,
FPT Description,
Final Price
Item prices are shown without FPT, FPT amount,
and with FPT included. FPT is not included in taxrule-based calculations.
Excluding FPT
FPT appears as a separate row in the cart, and the
value is used in appropriate tax calculations.
Including FPT
FPT is included in the price of an item, and no
change to tax calculations is required.
Excluding FPT,
FPT Description,
Final Price
Item prices are shown without FPT, FPT amount,
and with FPT included. FPT is included in tax-rulebased calculations.
Fixed Product Tax Setup
The following instructions show how to set up a fixed product tax for your store. An “eco
tax” is an example of how you might used FPT. After setting the scope for the tax and the
countries and states where the tax applies, and depending on the options you choose, the
input fields can change to accommodate the local requirements.
Process Overview:
Step 1: Enable the FPT Tax
Step 2: Create an FPT Attribute
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Fixed Product Tax
Step 3: Add the FPT to an Attribute Set
Step 4: Apply the FPT to Products
Step 1: Enable the FPT Tax
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Tax.
3.
Click to expand the Fixed Product Taxes section. Then, complete the fields as needed,
using the Field Description section at the end of this section for reference.
Fixed Product Tax
4.
When complete, click the Save Config button.
Step 2: Create an FPT Attribute
1.
On the Admin menu, select Catalog > Attributes > Manage Attributes.
2.
In the upper-right corner, click the Add New Attribute button. Then, do the following:
Fixed Product Tax
a.
In the Attribute Code field, specify a unique identifier for this attribute. Do not use
spaces or special characters. However, you can use hyphens or underscores. The
maximum length is 30 characters.
b.
Set Scope to indicate where in your Magento installation the attribute will be
available.
c.
Set Catalog Input Type for Store Owner to “Fixed Product Tax.”
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d.
3.
Set Apply To to one of the following:
All Product Types
Makes the FPT attribute available for all product types.
Selected Product Types
If you select this option, select each product type in the
list that will use the attribute.
In the panel on the left, select Manage Label / Options. Then, enter a label to identify the
field. If you enter one label for the Admin, it will be used for the other views.
Manage Label / Options
4.
When complete, click the Save Attribute button.
To learn more, see: Creating Attributes.
Step 3: Add the FPT Attribute to an Attribute Set
1.
On the Admin menu, select Catalog > Attributes > Manage Attribute Sets.
2.
Open the attribute set that needs the FPT attribute.
3.
Drag the FPT attribute from the list of Unassigned Attributes on the right to the Groups
list. The group folders correspond to sections in the Product Information panel. You can
place the attribute wherever you want it to appear.
Edit Attribute Set
4.
When complete, click the Save Attribute Set button.
To learn more, see: Creating Attribute Sets.
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Step 4: Apply the FPT to Products
1.
On the Admin menu, select Catalog > Manage Products.
2.
Find the product that needs the FPT and open it in edit mode.
3.
In the product information, find the FPT field that you added to the attribute set. Then, do
the following:
Product Information with FPT Field
4.
5.
Click the Add Tax button. Then, do the following:
a.
Select the Country/State where the FPT applies.
b.
Enter the amount in the Tax field.
c.
To add more FPT taxes, click the Add Tax button and repeat the process.
When complete, click the Save button.
Field Descriptions
FIELD
SCOPE
DESCRIPTION
Enable FPT
Website
Determines if FPT is available. Options include:
Yes / No
Display Prices in Product
Lists
Website
Controls the display of FPT in product lists.
Options include:
Including FPT only
Including FPT and FPT description
Excluding FPT, FPT description, final price
Excluding FPT
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Field Descriptions (cont.)
FIELD
Display Price On Product
view Page
SCOPE
Website
DESCRIPTION
Controls the display of FPT on the product page.
Options include:
Including FPT only
Including FPT and FPT description
Excluding FPT, FPT description, final price
Excluding FPT
Display Prices in Sales
Modules
Website
Controls the display of FPT in the shopping cart
and during checkout. Options include:
Including FPT only
Including FPT and FPT description
Excluding FPT, FPT description, final price
Excluding FPT
Display Prices in Emails
Website
Controls the display of FPT in email. Options
include:
Including FPT only
Including FPT and FPT description
Excluding FPT, FPT description, final price
Excluding FPT
810
Apply Discounts to FPT
Website
Determines if discounts can be applied to the FPT
amount. Options include: Yes / No
FPT Tax Configuration
Website
(Available in EE 1.13.1 and later) Determines how
FPT tax is calculated. Options include:
Not Taxed
Select this option if your
taxing jurisdiction does
not tax FPT. (For
example,California.)
Taxed
Select this option if your
taxing jurisdiction does
tax FPT. (For example,
Canada.)
Loaded and
Displayed with
Tax
Click this option if FPT is
added to the order total
before applying tax. (For
example, EU countries.)
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Fixed Product Tax
Field Descriptions (cont.)
FIELD
Include FPT in Subtotal
SCOPE
Website
Magento Community Edition User Guide, Version 1.9.2
DESCRIPTION
Determines if FPT is included in the shopping cart
subtotal. Options include:
Yes
Includes FPT in the shopping cart
subtotal.
No
FPT is not included in the subtotal,
and is placed after the subtotal in
the shopping cart.
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Compound Taxes
CHAPTER 52: Managing Taxes
Compound Taxes
For compound taxes, the total cost of a product or service is taxed at one rate, and then the
total of that amount, including the first tax amount, is taxed a second time. Compound
tax is also known as stacked tax.
Compound taxes use different tax rule priorities. If two tax rules with the same priority
apply then the taxes are added together. If two taxes with a different priority apply then
the taxes are compounded. When taxes are compounded, the first priority tax is calculated
on the subtotal amount, and then the second priority tax is calculated on the subtotal plus
the first priority tax amount. Lower numbers have higher priority.
Important! In order for compound taxes to work correctly do not select the Calculate off
subtotal only check box when you set up your tax rules that apply to compound taxes. This
check box overrides the compounding calculation and cannot be used in conjunction with
compound taxes.
Example 1: Regular Two-Tax Calculation
For example, in a regular tax calculation involving two tax rules, each rule is applied
separately to the product subtotal, and the taxes are added together to calculate the total
tax, which is then added to the product subtotal to calculate the grand total:
Regular Two-Tax Calculation
$50.00
Product Price
+ $50.00
Product Price
$100.00
$5.00
+ $10.00
$15.00
$100.00
812
Subtotal
Subtotal x 1st tax rate 5%
Subtotal x 2nd tax rate 20%
Total Taxes
Subtotal
+ $15.00
Total Taxes
$115.00
Grand Total
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Compound Taxes
Example 2: Compound Tax Calculation
With compound taxes, the first tax is added to the product subtotal, and the second tax is
applied to that total:
Compound Tax Calculation
$50.00
Product Price
+ $50.00
Product Price
$100.00
$5.00
+ $10.50
$15.50
$100.00
Subtotal
Subtotal x 1st tax rate 5%
[Subtotal + (Subtotal x 1st rate)] x 2nd tax rate: $105 x 10%
Total Taxes
Subtotal
+ $15.50
Total Taxes
$115.50
Grand Total
To set up compound taxes:
1.
Set up all the tax rates that will be used in your compound tax rule. See: Tax Zones &
Rates.
2.
Set up the first tax rule for compounding. For the first tax rule, be sure that you set a
higher priority than you will set for the next tax rule, which will be compounded on top of
this first tax rule. Lower numbers are used for higher priority. Use 0 for the highest priority.
See: Tax Rules.
3.
Set up the second tax rule for compounding. For the second rule, be sure that you set a
lower priority (use a higher number) than you set for the first tax rule.
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Notes
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CHAPTER 53:
Value Added Tax (VAT)
Some countries charge a value added tax, or VAT, on goods and services. There can be
different VAT rates depending on which stage you as a merchant are at in the
manufacture or distribution of the products, materials, or services that you sell to your
customers. In this case you may need to use more than one VAT rate in your store for
tax calculation purposes.
This section provides a sample procedure for setting up a 20% VAT in the U.K. for sales
to retail customers. For other tax rates and countries, follow the general procedure but
enter specific information that corresponds to your country, VAT rate, customer types,
and so on.
Before proceeding, find out which rules and regulations apply to VAT in your area.
In certain business-to-business transactions, VAT is not assessed. Magento can validate
a customer’s VAT ID to ensure that VAT is assessed (or not assessed) properly. To learn
more, see: VAT Validation.
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Process Overview:
Step 1: Set Up Customer Tax Classes
Step 2: Set Up Product Tax Classes
Step 3: Set Up Tax Zones and Rates
Step 4: Set Up Tax Rules
Step 5: Apply Tax Classes to Products
Step 1: Set Up Customer Tax Classes
1.
On the Admin menu, select Sales > Tax > Customer Tax Classes.
2.
Ensure that there is a customer tax class that is appropriate to use with the VAT. For this
example, ensure that there is a customer tax class named Retail Customer. If Retail
Customer does not exist, click the Add New button and add it.
Step 2: Set Up Product Tax Classes
1.
On the Admin menu, select Sales > Tax > Product Tax Classes.
2.
Click the Add New button and create three new classes:
3.
l
VAT Standard
l
VAT Reduced
l
VAT Zero
Click the Save Class button for each new class that you add.
Step 3: Set Up Tax Zones and Rates
1.
On the Admin menu, select Sales > Tax > Manage Tax Zones & Rates.
For this example you can remove the U.S. tax rates, or leave them as they are.
2.
Click the Add New Tax Rate button. Add new rates as follows:
VAT Standard
Tax Identifier:
VAT Standard
Country and State:
United Kingdom
Rate Percent:
20.00
VAT Reduced
Tax Identifier:
816
VAT Reduced
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3.
Country and State:
United Kingdom
Rate Percent:
5.00
Click the Save Rate button for each rate.
Step 4: Set Up Tax Rules
A tax rule is a combination of a customer tax class, a product tax class, and a tax rate.
1.
On the Admin menu, select Sales > Tax > Manage Tax Rules.
2.
Add new tax rules as follows:
VAT Standard
Name:
VAT Standard
Customer Tax Class:
Retail Customer
Product Tax Class:
VAT Standard
Tax Rate:
VAT Standard Rate
VAT Reduced
3.
Name:
VAT Reduced
Customer Tax Class:
Retail Customer
Product Tax Class:
VAT Reduced
Tax Rate:
VAT Reduced Rate
Click the Save Rule button for each rate.
Step 5: Apply Tax Classes to Products
1.
On the Admin menu, select Catalog > Manage Products.
2.
Open a product from your catalog in edit mode.
3.
On the General page, find the Tax Class field. Then, select the VAT Class that applies to
the product.
4.
When complete, click the Save button.
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VAT ID Validation
VAT ID Validation automatically calculates the required tax for B2B transactions that take
place within the European Union (EU), based on the merchant and customer locale.
Magento performs VAT ID validation using the web services of the European Commission
server.
VAT-related tax rules do not influence other tax rules, and do not prevent the application of
other tax rules. Only one tax rule can be applied at a given time.
l
l
VAT is charged if the merchant and customer are located in the same EU country.
VAT is not charged if the merchant and customer are located in different EU countries,
and both parties are EU-registered business entities.
The store administrator creates more than one default customer group that can be
automatically assigned to the customer during account creation, address creation or
update, and checkout. The result is that different tax rules are used for intra-country
(domestic) and intra-EU sales.
Important: If you sell virtual or downloadable products, which by their nature do not require
shipping, the VAT rate of a customer’s location country should be used for both intra-union and
domestic sales. You must create additional individual tax rules for product tax classes that
correspond to the virtual products.
Customer Registration Workflow
If VAT ID Validation is enabled, after registration each customer is prompted to enter the
VAT ID number. However only those who are registered VAT customers are expected to
complete the field.
After a customer specifies the VAT number and other address fields, and chooses to save,
the system saves the address and sends the VAT ID validation request to the European
Commission server. According to the results of the validation, one of the default groups is
assigned to a customer. This group can be changed if a customer or an administrator
changes the VAT ID of the default address, or changes the entire default address. In some
cases, the group is temporarily changed during checkout by emulating a group change.
Checkout Workflow
If a customer’s VAT validation is performed during checkout, the VAT request identifier
and VAT request date are saved in the Comments History section of the order.
The system behavior of the VAT ID validation and the customer group change during the
checkout depends on how the Validate on Each Transaction and the Disable Automatic
Group Change settings are configured. If a customer uses PayPal Express Checkout, Google
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Express Checkout, or another external checkout method that uses an external payment
gateway, the Validate on Each Transaction setting cannot be applied. Thus the customer
group cannot be changed during checkout.
“One-Page” Checkout with VAT ID Validation
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Setting Up VAT ID Validation
Use the following tax rule examples when setting up VAT ID Validation for your store.
Example: Minimal Tax Rules Required for VAT ID Validation
TAX RULE #1
Customer Tax Class
Customer tax classes must include:
A class for domestic customers
A class for customers with invalid VAT ID
A class for customers, for whom VAT ID validation failed
Product Tax Class
Product tax classes must include a class for products of all
types, except bundle and virtual.
Tax Rate
The tax rate must include the VAT rate of the merchant’s
country.
TAX RULE #2
Customer Tax Class
A class for intra-union customers.
Product Tax Class
A class for products of all types, except virtual.
Tax Rate
VAT rates for all EU countries, except merchant’s country.
Currently this rate is 0%.
TAX RULE #3 (REQUIRED FOR VIRTUAL AND DOWNLOADABLE PRODUCTS)
Customer Tax Class
Customer tax classes must include:
A class for domestic customers
A class for customers with invalid VAT ID
A class for customers, for whom VAT ID validation failed
Product Tax Class
A class for virtual products.
Tax Rate
VAT rate of the merchant’s country.
TAX RULE #4 (REQUIRED FOR VIRTUAL AND DOWNLOADABLE PRODUCTS)
820
Customer Tax Class
A class for intra-union customers.
Product Tax Class
A class for virtual products.
Tax Rate
VAT rates for all EU countries, except merchant’s country.
Currently this rate is 0%.
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VAT ID Validation
Process Overview:
Step 1: Create VAT-Related Customer Groups
Step 2: Create VAT-Related Classes, Rates and Rules
Step 3: Enable and Configure VAT ID Validation
Step 4: Set your VAT ID and Location Country
Step 5: Verify the List of EU Member Countries
Step 1: Create VAT-Related Customer Groups
VAT ID Validation automatically assigns one of the four default customer groups to
customers according to VAT ID validation results:
l
Domestic
l
Intra-EU
l
Invalid VAT ID
l
Validation error
You can create new customer groups for VAT ID Validation or use existing groups, if they
comply with your business logic. When configuring VAT ID Validation, you must assign
each of the created customer groups as a default for customers with appropriate VAT ID
validation results.
Step 2: Create VAT-Related Classes, Rates, and Rules
Each tax rule is defined be three entities:
l
Customer Tax Classes
l
Product Tax Classes
l
Tax Rates
Create the tax rules that you need to use VAT ID Validation effectively.
l
Tax rules include tax rates and tax classes.
l
Tax classes are assigned to customer groups.
Step 3: Enable and Configure VAT ID Validation
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Customers, select Customer Configuration.
3.
Set Current Configuration Scope to “Default Config,” or the applicable store view.
4.
Click to expand the Create New Account Options section.
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5.
Set Enable Automatic Assignment to Customer Group to “Yes.” Then complete the fields
as described below.
6.
When complete, click the Save Config button.
Create New Account Options
Step 4: Set Your VAT ID and Location Country
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under General, select General.
3.
Set Current Configuration Scope to the applicable store view.
4.
Click to expand the Store Information section. Then, do the following:
Store Information
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CHAPTER 53: Value Added Tax (VAT)
5.
VAT ID Validation
a.
Select your Country.
b.
Enter your VAT Number. Then, click the Validate VAT Number button. The result
appears immediately.
When complete, click the Save Config button.
Step 5: Verify the List of EU Member Countries
1.
On the Admin menu, select System > Configuration.
2.
Set Current Configuration Scope to the applicable store view.
3.
Click to expand the Countries Options section.
Countries Options
4.
In the European Union Countries list, verify that each member country of the EU is
selected.
5.
When complete, click the Save Config button.
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Field Descriptions
FIELD
Enable Automatic
Assignment to Customer
Group
Tax Calculation Based On
SCOPE
Store View
Store View
DESCRIPTION
Determines if customers are automatically
assigned to the default customer group. To show
VAT number in the store, set Show VAT Number
in the storefront, select “Yes.” Options include:
Yes
The system does not
automatically validate customer
VAT IDs nor does it change
customer groups.
No
The system behavior is as usual,
and the default customer group
can be set in the Default Group
field.
Choose whether VAT calculation will be based on
customer's shipping or billing address. If the
customer does not have a shipping address (that
is, the customer has only now registered and the
system does not yet take into account the
customer's shipping address), the Default Tax
Destination Calculation address is used for tax
calculations that appear to the customer. Options
include:
Billing Address
Calculates VAT based on
the customer billing
address.
Shipping Address
Calculates VAT based on
the customer shipping
address.
Important! If the tax calculation is based on the
shipping address, and a customer purchases
only virtual products, Magento uses the billing
address for the VAT calculation.
824
Default Group
Store View
Identifies the default customer group.
Group for Valid VAT ID Domestic
Store View
Determines the customer group that is
automatically assigned to customers from your
country who have a valid VAT ID.
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VAT ID Validation
Field Descriptions (cont.)
FIELD
SCOPE
DESCRIPTION
Group for Valid VAT ID Intra-Union
Store View
Determines the customer group that is
automatically assigned to customers from other
EU countries who have a valid VAT ID.
Group for Invalid VAT ID
Store View
Determines the customer group that is
automatically assigned to customers who have an
invalid VAT ID.
Validation Error Group
Store View
Determines the customer group that is
automatically assigned to customers who failed
VAT ID validation.
Validate on Each
Transaction
Store View
Choose whether VAT ID validation will be
performed each time during order creation even if
a previously saved customer address with
validated VAT ID is used. The option applies to
one-page checkout in the storefront, only. If a new
customer address is used (including guest
checkout or if a customer has no address
assigned to their account), then the validation is
performed irrespective of this setting. During order
creation in the Admin, no automatic validations
are performed. Options include: Yes / No
Default Value for Disable
Automatic Group Changes
Based on VAT ID
Global
(Available only if Current Configuration Scope is
set to “Default Group.”) Choose whether the
automatic change of customer group based on
VAT ID will be enabled or disabled by default. The
setting can be overridden on the product level.
The setting influences the system behavior in the
following situations:
l
l
The VAT ID of the customer’s default address or
the whole default address changes.
Customer group change was emulated during
the checkout for a registered customer who had
no previously saved address or for a customer,
who registered during the checkout.
If the automatic group change is enabled, then in
the first case the customer group changes
automatically, and in the second case the
temporarily emulated customer group is assigned
to customer.
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Field Descriptions (cont.)
FIELD
SCOPE
DESCRIPTION
If the automatic group change is disabled, the
customer group that is assigned never changes,
unless an administrator changes it manually.
826
Show VAT Number on
Frontend
Website
Determines if the VAT number is visible to
customers in the store. Options include: Yes / No
Default Email Domain
Store View
Identifies the default email domain.
Default Welcome Email
Store View
Identifies the email template used for the default
Welcome email.
Email Sender
Store View
Identifies the store identity that appears as the
sender of the Welcome email.
Require Emails
Confirmation
Website
Determines if email messages require
confirmation. Options include: Yes / No
Confirmation Link Email
Store View
Identifies the email template used for the
confirmation email.
Welcome Email
Store View
Identifies the template used for the Welcome
email that is sent after the account is confirmed.
Generate Human-Friendly
Customer ID
Global
Choose whether the field for entering and storing
the VAT ID number will be visible in the frontend.
Options include: Yes / No
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VAT ID Validation
Managing VAT ID Validation
The customer group that is assigned to a customer for the validation results, might differ
from the customer group that is currently assigned to the customer. The system displays
suggested groups that the administrator can confirm or reject the current order. If the
administrator confirms, the group change is emulated for the current order and the
corresponding VAT rate is applied (if the corresponding tax rule is configured in the
system). The actual customer group of a customer is not changed.
If a new customer account is added when an order is created, and an administrator
confirms the customer group that corresponds to the VAT ID validation results, after the
order is created, the customer account is saved in the system, and the customer group that
was used to create the order is assigned to the customer.
If a customer fails VAT Validation, it is recommended that you apply the merchant’s VAT
rate for customers with invalid VAT IDs, and those for whom validation fails. You can
create other tax rules that apply other tax rates according to your business logic.
Customer Address Workflow
When an administrator adds a new default address with a VAT ID to the account of a new
or existing customer or changes the VAT ID of the existing default address, the system
validates the VAT ID and assigns the appropriate customer group to the customer. The
validation is performed after the Save or Save and Continue button is clicked.
The system behavior is as described when the VAT ID Validation functionality is enabled and
configured.
If you want to disable the automatic change of a customer group, select the Disable
automatic group change check box on the Account Information tab of the Customer
Information page.
Order Creation Workflow
When an order is created from the Admin, VAT ID validation is not performed
automatically. To validate the VAT ID of the customer address, an administrator must
click the Validate VAT Number button in the Billing Address or Shipping Address section
of the Create New Order page. After the validation, the administrator receives a pop-up
notification of the validation results.
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Validating Customer VAT ID at Order Creation
Automatic Customer Group Changes
When VAT ID Validation is enabled, the group that a customer is assigned to must be
changed manually from the Admin. The system automatically and permanently changes a
customer group in the following situations:
l
l
The VAT ID of the customer’s default address or the whole default address changes.
The customer group change was emulated during the checkout for a registered customer
who had no previously saved address, or for a customer who registered during checkout.
To set the default automatic group change behavior:
The configuration setting is made on the global level, and applies to new customers and
those whose records are available in the system when VAT ID Validation is enabled for the
first time.
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Customers, select Customer Configuration.
3.
Click to expand the Create New Account Options section.
4.
Set Default Value for Disable Automatic Group Changes Based on VAT ID as needed.
5.
When complete, click the Save Config button.
To disable automatic group change for a customer:
828
1.
On the Admin menu, select Customers > Manage Customers.
2.
Open the customer record in edit mode.
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CHAPTER 53: Value Added Tax (VAT)
3.
VAT ID Validation
Just below the Group field, select the Disable Automatic Group Change Based on VAT ID
checkbox.
Important! The setting does not influence the emulation of the customer group change during
checkout.
Disabling Automatic Group Change on Customer Level
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Notes
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CHAPTER 54:
Tax Quick Reference
Configuration Options
Some tax settings have a choice of options that determines the way the tax is
calculated and presented to the customer. To learn more, see: International Tax
Configurations.
Tax Calculation Methods
Tax calculation method options include Unit Price, Row Total, and Total. The
following table explains how rounding (to two digits) is handled for different settings.
Tax Configuration Options
SETTING
CALCULATION AND DISPLAY
Unit Price
Magento calculates the tax for each item and displays prices
tax-inclusive. To calculate the tax total, Magento rounds the
tax for each item, and then adds them together.
Row Total
Magento calculates the tax for each line. To calculate the
tax total, Magento rounds the tax for each line item and then
adds them together.
Total
Magento calculates the tax for each item and adds those tax
values to calculate the total unrounded tax amount for the
order. Magento then applies the specified rounding mode to
the total tax to determine the total tax for the order.
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Catalog Prices With or Without Tax
The possible display fields vary depending on the calculation method and whether the
catalog prices include or exclude taxes. Display fields have two-decimal precision in
normal computations. Some combinations of price settings display prices that both include
and exclude tax. When both appear on the same line item, it can be confusing to
customers, and triggers a warning.
Tax Configuration Options
SETTING
CALCULATION AND DISPLAY
Excluding Tax
Using this setting, the base item price is used as it is entered
and the tax calculation methods are applied.
IncludingTax
Using this setting, the base item price excluding tax is
calculated first. This value is used as the base price, and the tax
calculation methods are applied.
Important! Changes have been made from earlier versions for EU merchants or other VAT
merchants who display prices including tax and operate in several countries with multiple store
views. If you load prices with more than two digits of precision, Magento automatically rounds all
prices to two digits to ensure that a consistent price is presented to buyers.
Shipping Prices With or Without Tax
Tax Configuration Options
SETTING
DISPLAY
CALCULATION
Excluding Tax
Appears without tax.
Normal calculation. Shipping is
added to cart total, typically
displayed as a separate item.
Including Tax
Can be tax inclusive, or tax
can be displayed
separately.
Shipping is treated as another
item in cart with taxes, using the
same calculations.
Tax Amounts as Line Items
To display two different tax amounts as separate line items, such as GST and PST for Canadian
stores, you must set different priorities for the related tax rules. However, in previous tax
calculations, taxes with different priorities would automatically be compounded. To correctly
display separate tax amounts without an incorrect compounding of the tax amounts, you can set
different priorities, and also select the Calculate off subtotal only checkbox. This produces
correctly calculated tax amounts that appear as separate line items.
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International Tax Configurations
U.S. Tax Configuration
TAX OPTION
RECOMMENDED SETTING
Load catalog prices
Excluding tax
FPT
No, because FPT is not taxed.
Tax based on
Shipping origin
Tax Calculation
On total
Tax shipping?
No
Apply Discount
Before tax
Comment
All tax zones are the same priority; ideally, a zone for state and
one or more zones for zip code lookup.
U.K. B2C Tax Configuration
TAX OPTION
RECOMMENDED SETTING
Load catalog prices
Excluding tax
FPT
Yes, including FPT and description
Tax based on
Shipping address
Tax Calculation
On total
Tax shipping?
Yes
Apply Discount
Before tax, discount on prices, including tax.
Comment
For merchants marking up supplier invoices (including VAT).
U.K. B2B Tax Configuration
TAX OPTION
RECOMMENDED SETTING
Load catalog prices
Excluding tax
FPT
Yes, including FPT and description
Tax based on
Shipping address
Tax Calculation
On item
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U.K. B2B Tax Configuration (cont.)
TAX OPTION
RECOMMENDED SETTING
Tax shipping?
Yes
Apply Discount
Before tax, discount on prices, including tax.
Comment
For B2B merchants to provide simpler VAT supply chain
considerations. Tax calculation on row is also valid; however,
check with your taxing jurisdiction. Setup assumes a merchant is
in the supply chain and that goods sold are used by other vendors
for VAT rebates and so on. This makes it easy to discern tax by
item for faster rebate generation. Note that some jurisdictions
require different rounding strategies not currently supported by
Magento, and that not all jurisdictions allow item or row level tax.
Canada Tax Configuration
TAX OPTION
RECOMMENDED SETTING
Load catalog prices
Excluding tax
FPT
Yes, including FPT, description, and apply tax to FPT.
Tax based on
Shipping origin
Tax Calculation
On total
Tax shipping?
Yes
Apply Discount
Before tax
Comment
Merchants located in a GST/PST province (Montreal) should
create one tax rule and show a combined tax amount.
Be sure to consult a qualified tax authority if you have any
questions. For information about the tax requirements of specific
provinces, see the following:
Revenu Québec
Government of Saskatchewan
Manitoba Information for Vendors
U.S. Tax Configuration Recommendations
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Tax Classes
TAX CLASS
Tax Class for Shipping
RECOMMENDED SETTING
None
Calculation Settings
CALCULATION
RECOMMENDED SETTING
Tax Calculation Method Based
On
Total
Tax Calculation Based On
Shipping Origin
Catalog Prices
Excluding Tax
Shipping Prices
Excluding Tax
Apply Customer Tax
After Discount
Apply Discount on Prices
Excluding Tax
Default Tax Destination Calculation
SETTING
RECOMMENDED SETTING
Default Country
United States
Default State
State where business is located.
Default Post Code
The postal code that is used in your tax zones.
Price Display Settings
SETTING
RECOMMENDED SETTING
Display Product Prices in
Catalog
Excluding Tax
Display Shipping Prices
Excluding Tax
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Shopping Cart Display Settings
SETTING
RECOMMENDED SETTING
Display Prices
Excluding Tax
Display Subtotal
Excluding Tax
Display Shipping Amount
Excluding Tax
Display Gift Wrapping Prices Excluding Tax
Display Printed Card Prices
Excluding Tax
Include Tax in Grand Total
Yes
Display Full Tax Summary
Yes
Display Zero Tax Subtotal
Yes
Orders, Invoices, Credit Memos, Display Settings
SETTING
RECOMMENDED SETTING
Display Prices
Excluding Tax
Display Subtotal
Excluding Tax
Display Shipping Amount
Excluding Tax
Include Tax in Grand Total
Yes
Display Full Tax Summary
Yes
Display Zero Tax Subtotal
Yes
Fixed Product Taxes
SETTING
Enable FPT
RECOMMENDED SETTING
No, except in California.
Canada: Example Tax Configuration
The following example shows how to set up GST tax rates for Canada and PST tax rates for
Saskatchewan, with tax rules that calculate and display the two tax rates. Because this is
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an example configuration, be sure to verify the correct tax rates and rules for your tax
jurisdictions. When setting up taxes, set the store scope to apply the configuration to all
applicable stores and websites.
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Fixed product tax is included for relevant goods as a product attribute.
In Quebec, PST is referred to as TVQ. If you need to set up a rate for Quebec, make sure
to use TVQ as the identifier.
Process Overview:
Step 1: Complete the Tax Calculation Settings
Step 2: Set Up Canadian Goods & Services Tax (GST)
Step 3: Set Up Canadian Provincial Sales Tax (PST)
Step 4: Create a GST Tax Rule
Step 5: Create a PST Tax Rule for Saskatchewan
Step 6: Save and Test the Results
Step 1: Complete Tax Calculation Settings
1.
On the Admin menu, select System > Configuration. Then in the panel on the left, under
Sales, select Tax.
2.
Click to expand each section, and complete the following settings:
Tax Calculation Settings
FIELD
RECOMMENDED SETTING
Tax Calculation Method Based
On
Total
Tax Calculation Based On
Shipping Address
Catalog Prices
Excluding Tax
Shipping Prices
Excluding Tax
Apply Customer Tax
After Discount
Apply Discount on Prices
Excluding Tax
Apply Tax On
Custom Price (if available)
Tax Classes
FIELD
Tax Class for Shipping
RECOMMENDED SETTING
Shipping (shipping is taxed)
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Default Tax Destination Calculation
FIELD
RECOMMENDED SETTING
Default Country
Canada
Default State
(as appropriate)
Default Postal Code
* (asterisk)
Shopping Cart Display Settings
FIELD
RECOMMENDED SETTING
Include Tax in Grand Total
Yes
Display Full Tax Summary
Yes
Display Zero in Tax Subtotal Yes
Fixed Product Taxes
FIELD
RECOMMENDED SETTING
Enable FPT
Yes
All FPT Display Settings
Including FPT and FPT description
Apply Discounts to FPT
No
Apply Tax to FPT
Yes
Include FPT in Subtotal
No
Step 2: Set Up Canadian Goods & Services Tax (GST)
To print the GST number on invoices and other sales documents, include it in the name of
the applicable tax rates. The GST will appear as part of the GST amount on any order
summary.
Manage Tax Zones & Rates
FIELD
838
RECOMMENDED SETTING
Tax Identifier
Canada-GST
Country
Canada
State
* (asterisk)
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International Tax Configurations
Manage Tax Zones & Rates (cont.)
FIELD
RECOMMENDED SETTING
Zip/Post is Range
No
Zip/Post Code
* (asterisk)
Rate Percent
5.0000
Step 3: Set Up Canadian Provincial Sales Tax (PST)
Set up another tax rate for the applicable province.
Tax Rate Information
FIELD
RECOMMENDED SETTING
Tax Identifier
Canada-SK-PST
Country
Canada
State
Saskatchewan
Zip/Post is Range
No
Zip/Post Code
* (asterisk)
Rate Percent
5.0000
Step 4: Create a GST Tax Rule
To avoid compounding the tax and to correctly display the calculated tax as separate line
items for GST and PST, you must set different priorities for each rule, and select the
“Calculate off subtotal only” checkbox. Each tax appears as a separate line item, but the
tax amounts are not compounded.
Tax Rule Information
FIELD
RECOMMENDED SETTING
Name
Retail-Canada-GST
Customer Tax Class
Retail Customer
Product Tax Class
Taxable Goods
Shipping
Tax Rate
Canada-GST
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Tax Rule Information (cont.)
FIELD
RECOMMENDED SETTING
Priority
0
Calculate off subtotal only
Select this checkbox.
Sort Order
0
Step 5: Create a PST Tax Rule for Saskatchewan
For this tax rule, make sure to set the priority to 0 and select the "Calculate off subtotal
only" checkbox. Each tax appears as a separate line item, but the tax amounts are not
compounded.
Tax Rule Information
FIELD
RECOMMENDED SETTING
Name
Retail-Canada-PST
Customer Tax Class
Retail Customer
Product Tax Class
Taxable Goods
Shipping
Tax Rate
Canada-SK-PT
Priority
1
Calculate off subtotal only
Select this checkbox.
Sort Order
0
Step 6: Save and Test the Results
1.
When complete, click the Save Config button.
2.
Return to your storefront, and create a sample order to test the results.
E.U. Example Tax Configuration
The following example depicts a store based in France that sells > 100k Euros in France
and > 100k Euros in Germany.
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Tax calculations are managed at the website level.
Currency conversion and tax display options are controlled individually at the store
view level, (Click the Use Website checkbox to override the default).
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International Tax Configurations
By setting the default tax country you can dynamically show the correct tax for the
jurisdiction.
Fixed product tax is included for relevant goods as a product attribute.
It might be necessary to edit the catalog to ensure that it shows up in the correct
category/website/store view.
Process Overview:
Step 1: Create Three Product Tax Classes
Step 2: Create Tax Rates for France and Germany
Step 3: Set Up the Tax Rules
Step 4: Set Up a Store View for Germany
Step 5: Configure Tax Settings for France
Step 6: Configure Tax Settings for Germany
Step 1: Create Three Product Tax Classes
For this example, it is assumed that multiple VAT-Reduced product tax classes are not
needed.
1.
Create a VAT-Standard product tax class.
2.
Create a VAT-Reduced product tax class.
3.
Create a VAT-Free product tax class.
Step 2: Create Tax Rates for France and Germany
Create the following tax rates:
Tax Rates
TAX RATE
France-StandardVAT
France-ReducedVAT
SETTING
Country:
France
State/Region:
*
ZIP/Postal Code:
*
Rate:
20%
Country:
France
State/Region:
*
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Tax Rates (cont.)
TAX RATE
Germany-StandardVAT
Germany-ReducedVAT
SETTING
ZIP/Postal Code:
*
Rate:
5%
Country:
Germany
State/Region:
*
ZIP/Postal Code:
*
Rate:
19%
Country:
Germany
State/Region:
*
ZIP/Postal Code:
*
Rate:
7%
Step 3: Set Up the Tax Rules
Create the following tax rules:
Tax Rules
TAX RULE
Retail-FranceStandardVAT
Retail-FranceReducedVAT
842
SETTING
Customer Class:
Retail Customer
Tax Class:
VAT-Standard
Tax Rate:
France-StandardVAT
Priority:
0
Sort Order:
0
Customer Class:
Retail Customer
Tax Class:
VAT Reduced
Tax Rate:
France-ReducedVAT
Priority:
0
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International Tax Configurations
Tax Rules (cont.)
TAX RULE
Retail-GermanyStandardVAT
Retail-GermanyReducedVAT
SETTING
Sort Order:
0
Customer Class:
Retail Customer
Tax Class:
VAT-Standard
Tax Rate:
Germany-StandardVAT
Priority:
0
Sort Order:
0
Customer Class:
Retail Customer
Tax Class:
VAT-Reduced
Tax Rate:
Germany-ReducedVAT
Priority:
0
Sort Order:
0
Step 4: Set Up a Store View for Germany
1.
In the upper-left corner of the Admin, click the Manage Stores link.
2.
Under the default website, create a store view for Germany. Then, do the following:
3.
a.
On the Admin menu, select System > Configuration. In the upper-left corner, set
Default Config to the French store.
b.
On the General page, click to expand the Countries Options section, and set the
default country to “France.”
c.
Complete the locale options as needed.
In the upper-left corner, set Current Configuration Scope to the German website. Then, do
the folloiwng:
a.
On the General page, click to expand Countries Options, and set the default country
to “Germany.”
b.
Complete the locale options as needed.
Step 5: Configure Tax Settings for France
Complete the following General tax settings:
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General Settings
FIELD
RECOMMENDED SETTING
Tax Class for Shipping
Shipping (shipping is taxed)
Tax Calculation Method
Based On
Total
Tax Calculation Based On
Shipping Address
Catalog Prices
Including Tax
Shipping Prices
Including Tax
Apply Customer Tax
After Discount
Apply Discount on Prices
Including Tax
Apply Tax On
Custom Price (if available)
Default Country
France
Default State
844
Default Postal Code
* (asterisk)
Include Tax in Grand Total
Yes
Enable FPT
Yes
All FPT Display Settings
Including FPT and FPT description
Apply Discounts to FPT
No
Apply Tax to FPT
Yes
Include FPT in Subtotal
Yes
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Step 6: Configure Tax Settings for Germany
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Tax. Then, do the following:
3.
a.
In the upper-right corner, set Current Configuration Scope to the German store.
b.
To t he right of the Default Country field, clear the Use Website checkbox. Then, set
Default Country to “Germany.”
c.
To the right of the Default State field, clear the Use Website checkbox. Then, set
Default State to “*.”
d.
To the right of the Default Post Code field, select the Use Website checkbox. Then, set
Default Post Code to “*.”
When complete, click the Save Config button to save the settings.
Default Tax Destination Calculation
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Warning Messages
Some combinations of tax-related options might cause customers to lose confidence in the
purchase, and abandon their carts. In general, these conditions occur when the tax
calculation method is set to “Row” or “Total,” and the customer is presented with prices
that both exclude and include tax, or tax on an item basis in the cart. Because the tax
calculation is rounded, the amount that appears in the cart might differ from the amount
that a customer expects to pay.
Shopping Cart Line Item that Includes and Excludes Tax
If your tax calculation is based on a problematic configuration, the following warnings
appear:
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Warning Messages
Calculation Settings
Some combinations of price settings display prices which both include and exclude tax.
This mixed message can be confusing to customers, and trigger a warning. Use the
following tables for reference when configuring tax calculation settings:
Tax Calculation Method: Excluding Tax
PRICE DISPLAY
UNIT PRICE
ROW TOTAL
TOTAL
Tax Class for
Shipping
Shipping (is taxed)
Excluding tax
OK
OK
OK
Including tax
OK
OK
OK
Including and
Excluding tax
OK
OK
Warning
ROW TOTAL
TOTAL
Catalog Prices: Including Tax
PRICE DISPLAY
UNIT PRICE
Excluding tax
OK
OK
OK
Including tax
OK
OK
OK
Including and
Excluding tax
OK
Warning
Warning
Calculation Settings
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Discount Settings
We strongly recommend that you use the following settings to avoid issues when
configuring taxes in relation to discounts.
Discount Settings
FIELD
Apply Customer Tax
Apply Discount on Prices
RECOMMENDED SETTING
After Discount
US and Canada
Excluding Tax
EU
Including Tax
Calculation Settings
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Store Operations
In this section…
Currency Rates
Email Templates
Data Transfer
Reports
Permissions
Security
CHAPTER 55:
Currency Rates
Magento Community Edition gives you the ability to accept currencies from more than
two hundred countries around the world. When a store supports multiple currencies, a
Currency Chooser appears in the header of every page after the rates are updated.
Currency Chooser
If you accept payment in multiple currencies, make sure to monitor the currency rate
settings, because any fluctuation can affect your profit margin.
Currency symbols appear in product prices and sales documents such as orders and
invoices. You can customize the currency symbols as needed, and also set the display of
the price separately for each store or view.
Topics in this chapter include:
l
Currency Rate Setup
l
Currency Symbols
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Updating Currency Rates
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Currency Setup
Before setting up individual currency rates, you must first specify which currencies you
accept, and the currency used to display prices in your store.
Step 1: Choose the Currencies You Accept
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under General, select Currency Setup.
3.
Click to expand the Currency Options section. Then, do the following:
a.
Set Base Currency to the primary currency that you use for online transactions.
b.
Set Default Display Currency to the currency that you use to display pricing in your
store.
c.
In the Allowed Currencies list, select all currencies that you accept as payment in
your store. Make sure that you also select your primary currency. (To select multiple
currencies, hold down the Ctrl key and click each option.)
Currency Options
4.
To define the scope of the base currency configuration, do the following:
a.
In the panel on the left, under Catalog, select Catalog. Then, click to expand the Price
section.
b.
Set Catalog Price Scope to define the scope of the base currency configuration as
either global, or limited to the website.
Price
5.
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When complete, click the Save Config button.
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Currency Setup
Field Descriptions
FIELD
SCOPE
DESCRIPTION
CURRENCY OPTIONS
Base Currency
Website
The primary currency used in store transactions.
Default Display Currency
Store View
The primary currency used to display prices.
Allowed Currencies
Store View
The currencies accepted by your store for
payment.
Global
Determines the scope of the base currency.
Options include: Global / Website.
PRICE
Catalog Price Scope
Step 2: Configure the Import Connection
1.
In the panel on the left under General, select Currency Setup.
2.
Click to expand the WebserviceX section.
3.
In the Connection Timeout in Seconds field, enter the number of seconds of inactivity to
allow before the connection times out.
WebserviceX
Step 3: Configure the Scheduled Import Settings
1.
Continuing with Currency Setup, click to expand the Scheduled Import Settings section.
2.
To automatically update currency rates, set Enabled to "Yes." Then, do the following:
a.
Set Service to the rate provider. The default value is “Webservicex.”
b.
Set Start Time to the hour, minute, and second that the rates will be updated
according to the schedule.
c.
To determine how often the rates are updated, set Frequency to one of the following:
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Daily
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Weekly
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Monthy
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3.
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d.
In the Error Email Recipient field, enter the email address of the person who is to
receive email notification if an error occurs during the import process. To enter
multiple email addresses, separate each with a comma.
e.
Set Error Email Sender to the store contact that appears as the sender of the error
notification.
f.
Set Error Email Template to the email template used for the error notification.
When complete, click the Save Config button.
Scheduled Import Settings
Field Descriptions
FIELD
SCOPE
DESCRIPTION
WEBSERVICEX
Connection Timeout in
Seconds
Global
Determines the number of seconds of inactivity
before a Webservicex session times out. Default
value: 100.
SCHEDULED IMPORT SETTINGS
Enabled
Store View
Determines if scheduled import is enabled.for the
store. Options include: Yes / No
Service
Store View
Specifies the service that provides the data for the
scheduled import. Default value: Webservicex.
Start Time
Store View
Indicates the start time by hour, minute, and
second, based on a 24-hour clock.
Frequency
Store View
Determines how often the scheduled import takes
place. Options include:
Daily
Weekly
Monthly
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Currency Symbols
Field Descriptions (cont.)
SCOPE
DESCRIPTION
Error Email Recipient
Store View
Identifies the email address of each person who is
notified by email in the event of an error. For
multiple recipients, separate each entry with a
comma.
Error Email Sender
Website
Identifies the store contact that appears as the
sender of the error email notification. Options
include:
FIELD
General Contact
Sales Representative
Customer Support
Custom Email 1
Custom Email 2
Error Email Template
Website
Specifies the template that is used as the basis of
the error email notification. Default template:
Currency Update Warnings
Currency Symbols
Manage Currency Symbols gives you the ability to customize the symbol associated with
each currency that is accepted as payment in your store.
Manage Currency Symbols
To customize currency symbols:
1.
On the Admin menu, select System > Manage Currency > Symbols.
Each enabled currency for your store appears in the Currency list.
2.
Enter a custom symbol for each currency you want to use, or select the Use Standard
checkbox to the right of each currency.
3.
If you want to override the default symbol, clear the Use Standard checkbox. Then, enter
the symbol you want to use.
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It is not possible to change the alignment of the currency symbol from left to right.
4.
When complete, click the Save Currency Symbols button.
Updating Currency Rates
Currency rates can be set manually, or be imported into the store. To ensure that your store
has the most current rates, you can configure the currency rates to be updated
automatically on schedule.
Before importing currency rates, complete the Currency Setup to specify the currencies that
you accept, and to set up the import connection and schedule.
Importing Currency Rates
To manually update a currency rate:
1.
On the Admin menu, select System > Manage Currency Rates.
2.
Click the rate you want to change, and type the new value.
3.
When complete, click the Save Currency Rates button.
To import currency rates:
1.
On the Admin menu, select System > Manage Currency Rates.
2.
Set Import Service to the currency rate provider. WebserviceX is the default provider.
3.
Click the Import button.
The updated rates appear in the Manage Currency Rates list. If the rates have changed
since the last update, the old rate appears below for reference.
4.
When complete, click the Save Currency Rates button.
A message appears when the updated rates have been saved.
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Updating Currency Rates
To import currency rates on schedule:
1.
Make sure that Cron is enabled for your store.
2.
Complete the Currency Setup to specify the currencies that you accept, and to set up the
import connection and schedule.
3.
To verify that the rates are imported on schedule, check the Manage Currency Rates list.
Then, wait for the duration of the frequency setting established for the schedule, and check
the rates again.
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Notes
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CHAPTER 56:
Managing Email Templates
Email templates define the layout, content, and formatting of automated messages
sent from your store. They are called transactional emails because each one is
associated with a specific type of transaction, or event.
Magento includes a set of responsive email templates that are triggered by a variety of
events that take place during the operation of your store. Each template is optimized
for any screen size, and can be viewed from the desktop, as well as on tablets and
smartphones. You will find a variety of prepared email templates related to customer
activities, sales, product alerts, admin actions, and system messages that you can
customize to reflect your brand.
Topics in this chapter:
l
Supported Email Clients
l
Template Layout and Styles
l
Preparing Your Email Logo
l
Magento Upgrades
l
Transactional Email Configuration
l
Email Template Setup
l
Customizing Email Templates
l
Email Template Reference
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Supported Email Clients
A wide range of technologies is supported by the various email clients and services
available today. Although they do not all follow the same standards, and there is some
variation in the way email messages are rendered, we have found the following services to
be compatible with Magento Community Edition.
Desktop Clients
OPERATING SYSTEM
CLIENTS SUPPORTED
OS X 10.8
Apple Mail 6
OS X 10.7
Outlook 2011
Outlook 2013
Windows 8
Outlook 2010
Windows 7
Outlook 2007
Outlook 2003
Mobile Clients
OPERATING SYSTEM
CLIENTS SUPPORTED
Android 4.2, “Jelly Bean”
Native email app
Android 2.3, “Gingerbread”
Native email app
Gmail App (Android 4.2)
Native email app
Blackberry 5 OS
Native email app
IOS 8
iPhone 6
iPhone 6 Plus
IOS 7
iPad (Retina)
iPad Mini
iPhone 5s
Mail on these devices:
IOS 6
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iPhone 4s
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Supported Email Clients
Web Clients
EMAIL APPLICATION
BROWSERS SUPPORTED*
AOL Mail
Chrome
Internet Explorer
Firefox
Gmail
Chrome
Internet Explorer
Firefox
Yahoo! Mail
Chrome
Internet Explorer
Firefox
Outlook.com
Chrome
Internet Explorer
* The latest version of each browser was used for testing.
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Email Template Layout and Styles
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Email Template Layout and Styles
Magento Community Edition has a set of responsive templates that define the header,
body, and footer of all automated email messages that are sent from your store. The
content, or body section, is combined with the header and footer to create each message.
You can set up the header and footer one time, and then use them for every message.
Inline and Non-Inline Styles
Email templates are written in HTML, and are associated with the locale. The CSS files that
provide the formatting instructions are stored separately, and reside on the server.
Many email clients do not support CSS formatting instructions that are stored separately
from the email message. For this reason, the non_inline_styles variable has been
added to the header of each message, to convert the external CSS styles to local, inline
styles. The variable points to the CSS file on the server that provides the styles that are
needed to format the template. The styles are then converted to inline styles, and copied to
the <styles> tag of each message.
When you examine the header template code, you will find the markup tag with the non_
inline_styles variable just after the <body> tag.
<body>
{{var non_inline_styles}}
<!-- Begin wrapper table -->
When customizing transactional email templates from the Admin, you can enter any
additional CSS styles that you need directly into the Template Styles box. They will be
included when the non_inline_styles are converted.
Preparing Your Email Logo
To ensure that your logo renders well on high-resolution devices, the uploaded image
should be at least twice the size of the dimensions that are specified in the header template.
Be careful to preserve the aspect ratio of the logo, so the height and width resize
proportionally.
Logo with Transparent Background
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Supported File Formats
Logos can be saved as any of the following file types. Logos with transparent backgrounds
can be saved as either .gif or .png files.
l
jpg / jpeg
l
gif
l
png
Image Size
To make the most of the limited vertical space in the header, the logo should be cropped to
eliminate any wasted space above or below the image. As a general rule, you can make an
image smaller than the original, but not larger without losing resolution. If possible, the
original artwork should be at least as large as the uploaded file. Taking a small image and
doubling its size in a photo editor does not improve the resolution.
For example, in the default header template, the display dimensions of the logo are 168
pixels wide by 48 pixels high. To increase the resolution of the image, the image that is
uploaded must be at least twice the size.
LOGO
DIMENSIONS
1X
(DISPLAY SIZE)
2X
(IMAGE SIZE)
2.5 X
(IMAGE SIZE)
Width:
168 px
336 px
420 px
Height:
48 px
96 px
120 px
If the original artwork was created as a vector, rather than a bitmap, it can be scaled up or
down to the dimensions needed without losing resolution. The image can then be saved in
one of the supported bitmap image formats. If the original logo artwork is a bitmap, the
original should be at least twice the display size.
Magento Upgrades
If you have upgraded from an earlier version of Magento Community Edition, you can use
an email client to view each transactional email template that is generated by your store.
Verify that the logo, fonts, and styles render correctly. Email templates that were created
with earlier versions of Magento do not have the non_inline_styles variable, and are
not responsive. However, most can be used as they are.
To take advantage of the high-resolution display that is available on many devices, email
logos are now uploaded at twice their display size. If you intend to use the responsive email
templates, you should upload a higher resolution logo.
It is not necessary to reconfigure your email logo for use with custom templates that were
created with earlier versions of Magento.
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Updating Default Templates
Email templates are formatted with HTML and CSS, and can be easily edited. In addition,
you can further customize the template by adding variables and widgets.
Many of the default email templates contain placeholder information that must be changed
before any transactional email messages are sent to customers. When the template is ready
to be used, make sure to update your system configuration, so the updated template will be
used instead of the sample template.
Step 1: Choose a Default Template
1.
On the Admin menu, select System > Transactional Emails.
2.
Click the Add New Template button.
3.
In the Template list, select a default template from the list of predefined templates.
Load Default Template
4.
If necessary, set the Locale to the store language.
5.
Click the Load Template button.
Template Information
The path to the configuration settings for each default template appears at the top of the
Template Information section. Make note of this “Used as Default for” path, because you will
later need to update the configuration with the name of the new template.
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Step 2: Customize the Content
1.
2.
In the Template Information section, do the following:
a.
Enter a Template Name for the new email template.
b.
In the Template Subject field, type the text to appear in the Subject header of the
message.
c.
Complete the Template Content as needed.
(Optional) To insert a variable, do the following:
a.
Position the cursor in the text where you want the variable to appear.
b.
Click the Insert Variable button.
c.
In the list of available predefined variables, click the variable you want to insert into
the template.
Insert Variable
3.
When complete, click the Save Template button.
4.
Make sure to Preview the template before associating it with a transactional email message
that is sent to customers.
Step 3: Update Your Configuration
Before the template can be used, the configuration must be updated with the name of the
new template. Refer to the path that you recorded in Step 1 when updating your
configuration with the name of the new template.
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1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Sales Emails.
To learn more, see: Configuring Email Templates.
Email Template Variables
Predefined Variables
Store Contact Information
Base Unsecure URL
Base Secure URL
General Contact Name
General Contact Email
Sales Representative Contact Name
Sale Representative Contact Email
Custom 1 Contact Name
Custom 1 Contact Email
Custom 2 Contact Name
Custom 2 Contact Email
Store Name
Store Contact Telephone
Store Contact Address
Template Variables
Store Url
Email Logo Image Url
Customer Name
Customer Account Url
Customer Email
Customer Password
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Custom Email Templates
Custom Email Templates
Magento includes a default email template for the body section of each message that is
sent by the system. Each template with the body content is combined with the header and
footer templates to create the complete message. The content is formatted with HTML and
CSS, and can be easily edited, and customized by adding variables and widgets.
The default templates already include your logo and store information and can be used as
they are, without further customization. As a best practice, you should view each default
email template and verify any changes you make before sending them to customers.
When a custom template is ready to be used, make sure to update your system
configuration, so the custom template will be used instead of the default template. Email
templates can be customized for each website, store, or store view. For detailed
instructions, see the following topics:
l
Header Template
l
Footer Template
l
Content Templates
Email Header
The default header includes your email logo that is linked to your store. You can easily
insert variables to add store contact information to the header. To make more extensive
changes requires a working knowledge of both HTML and CSS. On the server, the header
template is located at:
[Magento install dir]/app/locale/en_US/template/email/html/header.
Process Overview:
Step 1: Load the Template
Step 2: Customize the Template
Step 3: Update the Configuration
Step 1: Load the Template
1.
On the Admin menu, select System > Transactional Emails.
2.
Click the Add New Template button. Then, do the following:
3.
a.
Set Template to “Email - Header.”
b.
Set Locale to the language of the email recipients.
Click the Load Template button.
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Choosing the Email - Header Template
Step 2: Customize the Template
When working in the template code, be careful not to overwrite anything that is enclosed in
double braces.
1.
In the Template Name field, enter a name for your custom header.
2.
In the Template Content box, modify the HTML as needed.
Template Information
3.
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To insert a variable, position the cursor in the code where you want the variable to appear,
and click the Insert Variable button. Then, do the following:
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a.
Custom Email Templates
In the list of Store Contact Information variables, click the variable that you want to
insert.
You are not limited to the variables in this list, although they are the ones most often
included in the header. You can actually type the code for any system variable directly
into the template.
b.
Click the Preview Template button. Then, make any adjustments to the template that
are needed.
Insert Variable
4.
When complete, click the Save Template button.
Your custom header now appears in the list of Transactional Email templates.
Custom Header Template
Step 3: Update the Configuration
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under General, select Design.
3.
If necessary, set the Current Configuration Scope to the website, store, or store view where
the header will be used.
4.
Click to expand the Transactional Emails section, and do the following:
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a.
If the header is for a specific view, clear the Use Website checkbox that is next to the
Email Header Template field.
b.
Set Email Header Template to the name of the custom header that you just created.
Configuring a Custom Header for a Specific View
5.
When complete, click the Save Config button.
Field Descriptions
FIELD
DESCRIPTION
LOAD DEFAULT TEMPLATE
Template
Lists the selection of available templates, and identifies the
template to be customized.
Locale
Identifies the locale where the template is to be used.
TEMPLATE INFORMATION
870
Template Name
The name of your custom template.
Template Subject
(N/A) This field isn’t used for header templates.
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FIELD
Custom Email Templates
DESCRIPTION
Template Content
The content of the template, in HTML.
Template Styles
(N/A) This field is not used for header templates.
Store Contact Information Variables
VARIABLE
MARKUP TAG
Base Unsecure URL
{{config path="web/unsecure/base_url"}}
Base Secure URL
{{config path="web/secure/base_url"}}
General Contact Name
{{config path="trans_email/ident_general/name"}}
General Contact Email
{{config path="trans_email/ident_general/email"}}
Sales Representative
Contact Name
{{config path="trans_email/ident_sales/name"}}
Sales Representative
Contact Email
{{config path="trans_email/ident_sales/email"}}
Custom1 Contact Name
{{config path="trans_email/ident_custom1/name"}}
Custom1 Contact Email
{{config path="trans_email/ident_custom1/email"}}
Custom2 Contact Name
{{config path="trans_email/ident_custom2/name"}}
Custom2 Contact Email
{{config path="trans_email/ident_custom2/email"}}
Store Name
{{config path="general/store_information/name"}}
Store Contact Telephone
{{config path="general/store_information/phone"}}
Store Contact Address
{{config path="general/store_information/address"}}
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Email Footer
The footer contains the closing and signature line of the email message. You can change the
closing to fit your style, and add additional information, such as the company name and
address below your name. To make more extensive changes requires a working knowledge of
both HTML and CSS. On the server, you will find the footer template in the following
location:
[Magento install dir]/app/locale/en_US/template/email/html/header.html
Process Overview:
Step 1: Load the Template
Step 2: Customize the Template
Step 3: Update the Configuration
Step 1: Load the Template
1.
On the Admin menu, select System > Transactional Emails.
2.
Click the Add New Template button. Then, do the following:
3.
a.
Set Template to “Email - Footer.”
b.
Set Locale to the language of the email recipients.
Click the Load Template button.
Choosing the Email - Footer Template
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Custom Email Templates
Step 2: Customize the Template
When working in the template code, be careful not to overwrite anything that is enclosed in
double braces.
1.
In the Template Name field, enter a name for your custom footer.
2.
In the Template Content box, modify the HTML as needed.
Footer Template Information
3.
To insert a variable, position the cursor in the code where you want the variable to appear,
and click the Insert Variable button. Then, do the following:
a.
In the list of Store Contact Information variables, click the variable that you want to
insert.
b.
When you’re done, click the Preview Template button to verity the code. Then, make
any adjustments to the template that are needed.
Insert Variable
4.
When the template is finalized, click the Save Template button.
Your custom footer now appears in the list of Transactional Email templates.
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Custom Footer Template
Step 3: Update the Configuration
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under General, select Design.
3.
If necessary, set the Current Configuration Scope to the website, store, or store view where
the header will be used.
4.
Click to expand the Transactional Emails section, and do the following:
5.
874
a.
If the header is for a specific view, clear the Use Website checkbox that is next to the
Email Footer Template field.
b.
Set Email Footer Template to the name of the custom header that you just created.
When complete, click the Save Config button.
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Custom Email Templates
Email Body
The process of customizing the main body of each message is the same as the customizing
the header or footer. The only difference is that there are many templates, listed in
alphabetical order. You can use the templates as they are, or customize the most important
messages first, such as messages related to customer accounts, and customer activities. For
a complete list, see the Email Template Reference at the end of this section.
Process Overview:
Step 1: Choose a Default Template
Step 2: Customize the Content
Step 3: Update the Configuration
Step 1: Choose a Default Template
1.
On the Admin menu, select System > Transactional Emails.
2.
Click the Add New Template button.
3.
In the Template list, select a default template from the list of predefined templates.
Load Default Template
4.
If necessary, set the Locale to the store language.
5.
Click the Load Template button.
The path to the configuration settings for each default template appears at the top of the
Template Information section. You can click this link later when you are ready to update
the configuration with the name of the new template.
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Template Information
Step 2: Customize the Content
1.
2.
In the Template Information section, do the following:
a.
Enter a Template Name for the new email template.
b.
In the Template Subject field, type the text that you want to appear in the Subject
line of the message.
c.
For a better view of the content and variables in the message, click the Convert to
Plain Text button. When prompted to confirm, click OK.
d.
To restore the HTML, click the Return HTML Version button.
e.
Edit the Template Content as needed.
(Optional) To insert a variable, do the following:
a.
Position the cursor in the text where you want the variable to appear.
b.
Click the Insert Variable button.
The list includes the standard Store Contact Information variables, and an additional
list of variables that are specific to the template.
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c.
Custom Email Templates
In the list of available variables, click the variable you want to insert into the
template.
When a variable is selected, the markup tag that is associated with the variable is
inserted at the cursor position in the code.
Insert Variable
3.
When complete, click the Save Template button.
4.
Make sure to Preview the template code, and verify that the template is customer-ready.
Step 3: Update the Configuration
Before the template can be used, the configuration must be updated with the name of the
new template. Do one of the following:
l
l
Click the link at the top of the Template Information section to jump to the
configuration settings for the template.
On the Admin menu, select System > Configuration. Then in the panel on the left,
under Sales, select Sales Emails.
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Email Template Configuration
The configuration for transactional email templates is designed to support multiple
devices. The email logo that is uploaded is designed to render well on high-resolution
displays. The configuration specifies the header and footer templates that are used for all
transactional email messages sent within the scope of the configuration. To support the
requirements of many email clients, a variable has been added that is used to convert
external CSS styles to inline styles. The name of the external CSS file that it references is
specified in the configuration.
Transactional Emails
Process Overview:
Step 1: Upload Your Logo
Step 2: Select the Header and Footer Templates
Step 3: Choose the CSS File(s)
Step 1: Upload Your Logo
878
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under General, select Design.
3.
If needed, set Current Configuration Scope in the upper-left corner to the website, store,
or store view where the configuration applies.
4.
Click to expand the Transactional Emails section. Then, do the following:
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Email Template Configuration
a.
To upload your prepared Logo Image, click the Browse button. Find the file on your
computer, and click to copy the path to the field.
b.
In the Logo Image Alt field, enter the alternate text to identify the image.
If you uploaded a logo image, enter the Logo Width and Logo Height in pixels. Enter
each value as a number, without the “px” abbreviation. These values refer to the
display dimensions of the logo in the header, and not to the actual size of the image.
Step 2: Select the Header and Footer Templates
If you have custom header and footer templates for your store, or for different stores, you
can specify which templates should be used for each, according to the scope of the
configuration.
1.
Select the Email Header Template to be used for all transactional email messages.
2.
Select the Email Footer Template to be used for all transactional email messages.
Step 3: Choose the CSS File(s)
In the Non-inline CSS File(s) field, enter the name of each CSS file that is needed to
format the content of your transactional email messages. Separate the names of multiple
files with a comma. On the server, the CSS files reside in the following location:
[magento install dir]/skin/frontend/[package]/[theme]/css/
Field Descriptions
FIELD
Logo Image
SCOPE
Store View
DESCRIPTION
Identifies the logo file that appears in the header of
transactional email messages. To support highresolution displays, upload an image that is twice
the size that is needed. For example, if the actual
display dimensions of the logo are 100 pixels high
and 200 pixels wide, you should upload an image
that is 200 pixels high and 400 pixels wide.
To delete the current image and upload another,
select the Delete Image checkbox. Then, browse
to select the new image.
Allowed file types:
.jpg / .jpeg
.gif
.png
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Field Descriptions (cont.)
FIELD
SCOPE
DESCRIPTION
Logo Image Alt
Store View
Enter alternative text that appears if the logo
image is not available.
Logo Width
Store View
Enter the display width of the image in pixels, as a
number. Do not include the “px” abbreviation. It is
important to specify both width and height to
preserve the aspect ratio when the image is
rendered at different sizes.
Logo Height
Store View
Enter the display height of the image in pixels, as
a number. Do not include the “px” abbreviation. It
is important to specify both width and height to
preserve the aspect ratio when the image is
rendered at different sizes.
Email Header Template
Store View
Select the template to be used for the header of all
transactional email messages.
Email Footer Template
Store View
Select the template to be used for the footer of all
transactional email messages.
Non-inline CSS File(s)
Store View
Because many mail clients do not support
separate CSS files, Magento uses the non_inline_
styles variable to convert CSS styles to inline
style declarations that reside in the <style> tag of
the template.
The markup tag is enclosed in double braces, and
includes a variable that contains the name of the
external CSS file.
{{var non_inline_styles}}
The location of the CSS file on the server is
relative to the following path:
skin/frontend/[package]/[theme]/css/
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System Configuration Update
After creating a customized version of a template, remember to update your system
configuration so the correct template is used for each message. You can access the template
configuration from the System Configuration menu, or by clicking the link at the top of the
template when open in edit mode.
Sales Email Configuration
Method 1: Link to Configuration
This method is convenient to use when you finish customizing a template. With the
template open in edit mode, simply click the link at the top of the Template Information
section to jump to the configuration settings for the template.
Link to Template Configuration Settings
Method 2: Navigate to the Configuration
Use this method if you have many customized templates that need to be added to the
configuration.
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Sales Email Templates
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Sales, select Sales Emails. Then, select the appropriate
templates for each of the following sections:
l
Order and Order Comments
l
Invoice and Invoice Comments
l
Shipment and Shipment Comments
l
Credit Memo and Credit Memo Comments
Order Email Configuration
3.
When complete, click the Save Config button.
Customer Email Templates
1.
On the Admin menu, select System > Configuration.
2.
In the panel on the left, under Customer, select Customer Configuration. Then, select the
appropriate templates for each of the following sections:
l
Create New Account Options
l
Password Options
Password Options
3.
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When complete, click the Save Config button.
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Email Template Reference
Email Template Reference
Email Templates
Customer Account
Product Alerts
l
New Account
l
Product Alerts Cron Error
l
New Account Confirmation Key
l
Product Price Alert
l
New Account Confirmed
l
Product Stock Alert
l
Forgot Password
l
Remind Password
Sales
l
New Order
Customer Activity
l
New Order for Guest
l
Contact Form
l
Order Update
l
Send Product to a Friend
l
Order Update for Guest
l
Share Wishlist
l
Payment Failed
l
New Invoice
Newsletters
l
Newsletter Subscription Confirmation
l
New Invoice for Guest
l
Newsletter Subscription Success
l
Invoice Update
l
Newsletter Unsubscription Success
l
Invoice Update for Guest
l
New Shipment
Admin Activity
l
Forgot Admin Password
l
New Shipment for Guest
l
Currency Update Warnings
l
Shipment Update
l
Email - Footer
l
Shipment Update for Guest
l
Email - Header
l
New Credit Memo
l
New Credit Memo for Guest
System Notifications
l
Log Cleanup Warnings
l
Credit Memo Update
l
Token Status Change
l
Credit Memo Update for Guest
l
Sitemap Generate Warnings
l
Moneybookers Activate Email
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Notes
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CHAPTER 57:
Managing Data Transfer
The Import/Export tool gives you the ability to manage multiple customer and product
records in a single operation. If you have a large catalog of products, you will find it
much easier to export the data, edit the data in a spreadsheet, and then import the
data back into your store.
The CSV file format separates each data element by a comma, and is used as the
standard for data exchange operations. All spreadsheet and database applications
support the CSV file format. If you are working with a Mac, you should save the data in
the CSV (Windows) format.
Topics in this chapter:
l
Working with CSV Files
l
Importing Data
l
Exporting Data
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Working with CSV Files
CSV files have a specific structure that must match the database. Each column heading
must exactly match the Attribute Code of the attribute that is represented by the column.
To ensure that the column headings can be read by Magento, first export the data from
your store as a CSV file. You can then edit the data and re-import it into Magento.
Important! We recommend that you use a program that supports UTF-8 encoding to edit CSV
files, such as Notepad++ or OpenOffice Calc. Microsoft Excel inserts additional characters into
the column header of the CSV file, which can prevent the data from being imported back into
Magento.
Product CSV Structure
The catalog products CSV file contains information about products and the relationships
between them. The table has the following structure:
Exported Product CSV in OpenOffice Calc
The first row of the table contains the names of the columns, there are two types of the
names, as shown in the following table. Other rows contain attributes values, service data,
and complex data. If a row contains the value in the SKU column, then this row the rows
below it describe the product. Each new SKU value begins the description of the next
product.
Each category is entered as a path, with a forward slash (/) between each level. For
example: Furniture/Living Room. Do not include the Root Category in the path.
During import, if a row that contains the SKU value is found to be invalid, then the row,
and all other rows with data for that product cannot be imported.
The minimal table that can be imported contains only the SKU column, which can be used
to delete records from the database. There is no limit to the number of the columns he table
can have. Columns without data are ignored during the import process.
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Exported Product CSV in Notepad++
CSV Product Structure
COLUMN NAME
DESCRIPTION
_<name>
The names of the service columns and complex data columns.
Service columns contain entity properties, which are not
attributes. For example, columns with website or product type
information are service columns. The underscore as first
character is used to distinguish these columns from the attribute
column names.
<attribute name>
The names of the columns with values of both system-created
attributes and attributes created by the store administrator.
Customer CSV Structure
The customers CSV file contains customer information from the database, and has the
following structure:
Exported Customer CSV in OpenOffice Calc
The first row of the table contains the names of the attribute columns (which are the same
as attribute codes). There are two types of column names, as shown in the following table.
Other rows contain attribute values, service data, and complex data. Each row with nonempty values in the “email” and “_website” columns starts the description of the
subsequent customer. Each row can represent customer data with or without address data,
or the address data only. In case a row contains only the address data, values in the
columns, related to the customer profile, will be ignored and may be empty.
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To add or replace more than one address for a customer, in the import file add a row for
each new address with empty customer data and the new or updated address data below
the customer data row.
Exported Customer CSV in Notepad++
CSV Customer Structure
COLUMN NAME
_<name>
DESCRIPTION
The names of the service columns, and complex data columns.
Service columns contain entity properties, which are not
attributes. For example, columns with website or store
information are service columns. The underscore as first
character is used to distinguish these columns from the other
attributes names.
The “_address_default_billing” and the “_address_default_
shipping” columns are the default billing and shipping addresses
flags. If the address in the row is the default billing and/or
shipping address of the client, the “_address_default_billing”
and/or “_address_default_shipping” columns in this row will have
the “1” value.
<attribute name>
The names of the columns with values of both system-created
attributes, and attributes created by the store administrator.
Importing Data
Data for all product types can be imported into the store, with the exception of bundle and
downloadable products. In addition, you can import customer data, and product images.
During the validation process, all items are verified, including:
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Attribute values according to data type (decimal, integer, varchar, text, datetime).
Complex data, service data. and attributes with values that originate from a defined set
(such as a drop-down or multiple select input type), are checked to ensure the values
exist in the defined sets.
For new entities, the presence of required attribute values in the file is checked. For
existing entities, the presence of required attributes values is not checked, but if a
required value is specified, it is validated according to the attribute type.
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Importing Data
To import customer or product data:
1.
On the Admin menu, select System > Import/Export > Import. Then, do the following:
Import Settings
a.
b.
Set Entity Type to one of the following:
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Products
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Customers
Set Import Behavior to the way you want complex data to be managed if imported
records already exist in the database.
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c.
d.
Complex data for products includes categories, websites, custom options, tier prices,
related products, up-sells, cross-sells, and associated products data.
Complex data for customers includes addresses.
Choose one of the following options:
Append Complex Data
The new complex data will be added to the existing
complex data for the existing entries in the database.
Replace Existing
Complex Data
The existing complex data for the existing entities will
be replaced.
Delete Entities
If entities that are imported already exist in the
database, they will be deleted from the database.
At the Select File to Import field, click the Choose File button. Then, select the CSV
file that you have prepared for import.
2.
Click the Check Data button in the upper-right corner of the page. The system validates the
file. If the file is valid, the corresponding message and the Import button appear. If some of
the rows in the imported file are not valid and cannot be imported, the corresponding
information is included to the message, but you can proceed with importing. The invalid
rows will be skipped.
3.
If needed, make corrections to the CSV file.
4.
Click the Import button to import the data into the database.
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Importing Product Images
Multiple product images of each type can be imported into Magento, and associated with a
specific product. The path and file name of each product image is entered in the CSV file,
but the actual image files must be uploaded to the media/import directory on the server.
Magento maintains product images in a directory structure that is organized
alphabetically. When you export product data to a CSV file, you can see the alphabetized
path before the file name of each image. However, when you import images, you typically
don’t need to specify a path, because Magento can manage the directory structure
automatically. Usually, the only thing you need to do is enter a forward slash before the file
name of each image that is to be imported.
Review the steps in the import method that you want to use, and run through the process
with a few products. After you understand how it works, you’ll feel confident importing
large quantities of images.
Important! We recommend that you use a program that supports UTF-8 encoding to edit CSV
files, such as Notepad++ or OpenOffice Calc. Microsoft Excel inserts additional characters into
the column header of the CSV file, which can prevent the data from being imported back into
Magento.
Method 1: Import Images to Default Path
The easiest way to import product images is to use Dataflow, and let Magento manage the
directory structure. For complete instructions, see Dataflow.
Method 2: Import Images to Specific Path
1.
To import image files into a specific path, you must first create the required directory
structure in the media/import folder. The import folder is located on the server in the
following location:
[magento installation folder]/media/import
2.
Create the directory structure as follows:
a.
Create the parent folder, named for the first character of the image file name.
b.
Create a subfolder, named for the second character of the image file name. For
example, the import path for filename.jpg would be as follows:
[magento installation folder]/media/import/f/i/filename.jpg
c.
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Set the following permissions for all image folders and files:
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Image Folders:
0777
Image Files:
0666 (or greater)
On the server, change directories to the media/import folder, and enter the following
from the command line:
find . -type d -exec chmod 777 {} \;
find . -type f -exec chmod 666 {} \;
3.
In the CSV file, the image path and file name must be entered in the image, small_
image, and media_image columns for the correct SKU, according to image type. If you
want, you can use the same image for each type.
a.
In the appropriate column, enter the relative path to each image in the following
format:
/f/i/filename.jpg
Important! Use only lowercase characters in the image path and filename of any image to
be imported.
b.
4.
Make sure that the correct SKU is entered on each row that has an image file.
Complete the standard process to import product data.
Import Guidelines
New Entities
Entities are added with the attribute values specified in the CSV file.
If there is no value, or there is a non-valid value, for a required attribute with no default
value set, then the entity (the corresponding row or rows) cannot be imported.
If there is no value, or there is a non-valid value, for a required attribute with the
default value set, then the entity (the corresponding row or rows) is imported, and the
default value is set for the attribute.
If the complex data is not valid, then the entity (the corresponding row or rows)
cannot be imported.
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Existing Entities
For attributes that are not complex data, the values from the import file, including the
empty values for the non-required attributes, replace the existing values.
If there is no value, or there is a non-valid value, for a required attribute, then the
existing value is not replaced.
If the complex data for the entity is invalid, the entity (the corresponding row or rows)
cannot be imported, except the case, when Delete Entities was selected in the
Import Behavior drop-down menu.
Complex Data
If an attribute that is specified in the import file already exists, and its value is derived
from a defined set of values, the following applies:
If the value is not already included in the defined set of values, the row can be
imported and a default value, if defined, is set for the attribute.
If the value is already included in the defined set, the corresponding row cannot be
imported.
If an attribute name is specified in the import file but is not yet defined in the system, it is
not created, and its values are not imported.
Invalid Files
A file cannot be imported if all rows are invalid.
A non-existing service data or complex data name is specified in the import file, such
as a column with a “_<non-existing name>” heading.
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Exporting Data
Exporting Data
The best way to become familiar with the structure of your database is to export the data
and open it in a spreadsheet. Once you become familiar with the process, you’ll find that it
is an efficient way to manage large amounts of information.
All product types can be exported except gift cards.
To export customer or product data:
1.
On the Admin menu, select System > Import/Export > Export.
2.
In the Export Settings section, specify the following:
Export Settings
a.
b.
3.
Set Entity Type to one of the following:
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Customers
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Products
Accept the default Export File Format of “CSV.”
In the Entity Attributes section, you can include or exclude data to be exported according
to the entity attribute values.
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To include records with specific attribute values, set the required values of the attributes
in the Filter column.
To omit an attribute from the export, select the Skip checkbox at the beginning of the
row.
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Export Customers Based on Attribute Value
4.
Scroll down and click the Continue button in the lower-right corner of the page. Look for
the download prompt in the lower-right corner of your browser.
The CSV file that is generated can be edited and imported back into your store. Or, it can be
used for mailing or other application.
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Dataflow
Dataflow
Magento Dataflow is a data exchange framework that can be used by both merchants and
developers. The basic Dataflow tool includes preconfigured profiles that make it easy to
import and export product and customer data. The profiles can be used as they are, or be
modified to meet your needs. You can create additional profiles for operations that are
performed on a regular basis. For more sophisticated applications, Advanced Profiles can be
defined in XML to perform custom data exchange operations.
The following instructions show how to use Dataflow profiles to export all product data,
and import new product images.
Dataflow Profiles
Process Overview:
Step 1: Export All Products
Step 2: Copy the Product Images to the Server
Step 3: Edit the CSV File
Step 4: Import the Products
Step 5: Update the Index
Step 1: Export All Products
1.
Before you begin, make sure that all changes to the product data have been saved.
2.
On the Admin menu, select System > Import/Export > Dataflow - Profiles.
3.
In the list of profiles, select Export All Products.
4.
In the panel on the left, click Run Profile.
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Run Profile
5.
To begin the process, click the Run Profile in Popup button.
Run Profile in Popup
6.
Wait a few moments for the profile to begin execution. The length of time it takes to
complete the process depends on the size of the database. Do not close the window.
Profile Execution
7.
When the process is complete,you can find the exported CSV file in the following location
on the server:
[magento-install-dir]/var/export/export_all_products.csv
Here’s how the exported data file looks from the command line of the server:
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Exported CSV File from Command Line
8.
Use an SFTP utility to download the export_all_products.csv file from the server to your
desktop.
Downloaded File
9.
Then, open the file in any editor that supports UTF-8 encoding, such as Notepad++ or
OpenOffice Calc. To open the CSV file in OpenOffice Calc, specify a comma as the
separator, and double quotes as the text delimiter.
Text Import Separator Options
The CSV data appears in the spreadsheet as rows of product records organized into
columns of attributes, with the Attribute Code in the header of each column.
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Exported Product Data in OpenOffice Calc
Step 2: Copy the Product Images to the Server
The CSV file contains a path to each product image, but the actual image files must be
uploaded to the server. To make the images available to import, place them in the
media/import directory.
[magento-install-dir]/media/import
Use your SFTP utility to copy the product images that you want to import to the
media/import folder.
Copy Images to media/import Folder
Step 3: Edit the CSV File
1.
Edit the data as needed.
2.
Save your changes to the CSV file.
For this example, we will add three new images to SKU #hdb005. Because this is the only
product record that we’re going to update, the others can be deleted from the CSV file.
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Dataflow
Currently, this product has only one image that is used for the base image, small image,
and thumbnail. Because we’re going to now offer this product in three colors, we need to
upload an image for each color, and replace the image that’s currently assigned to the
product. Because this is a simple product, we can later use Custom Options to add an
option for each color.
Magento creates a directory structure of product image files that is organized
alphabetically. You can see that path before each image file name in the CSV data.
However, when you import images, you must never include that path before the file name.
The only thing you have to do is to enter a forward slash before the file name of each image
that you want to import. Magento takes care of the rest. For this example, we need to add
the three image files that were uploaded to the media/import folder.
/hdb005_HOTP_600.jpg
/hdb005_MARM
/hdb005_SALM_600.jpg
In the data, we will replace the original image file name, and add the other two image file
references on separate blank lines. just below the original row. You must also enter the SKU
on each additional line, to associate the images with the product.
Update the CSV File with the Import Data
Step 4: Import the Products
1.
On the Admin menu, select System > Import/Export > Dataflow - Profiles.
2.
In the list of profiles, select Import All Products.
This general-purpose profile that can be used to import or update any number or product
records.
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Import All Products
3.
In the panel on the left, select Upload File.
Upload File
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4.
Because we’re uploading only one file, click the Browse button for File 1. Then, find the file
on your computer and click to select it. The path to the file appears in the input box.
5.
Click the Save and Continue Edit button.
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Browse to Select Import File
6.
In the panel on the left, select Run Profile.
7.
Select the CSV file that you edited. If there are several files in the list, make sure to select
the right one. Then, click the Run Profile in Popup button.
Run Profile
8.
Wait a few moments for the profile to begin the import process. Do not close the window or
interrupt the process. Look for the “Finished Profile Execution” message at the bottom of
the list when the import process is complete. If you receive an error message, correct the
problem in the CSV file, and try again.
Finished Profile Execution
Step 5: Update the Index
Usually the index needs to be updated after changes are made to product data. If you
receive a message that the indexes are out of date, click the link and update the index.
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Notes
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CHAPTER 58:
Reports
Magento Community Edition provides a wide selection of reports to keep you current
on everything from the contents of your customers’ shopping carts to the tags they use.
Report data can be viewed online or downloaded as a CSV or XML data file.
Your store’s selection of reports includes:
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Dashboard
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Sales
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Shopping Cart
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Products
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Customers
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Tags
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Wishlists
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Reviews
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Newsletters
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Search Terms
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Dashboard
The dashboard is usually the first page that appears when you log in to the Admin, and
gives an overview of sales and customer activity. The blocks on the left provide a snapshot
of lifetime sales, average order amount, the last five orders, and search terms. The graph
depicts the orders and amounts for the selected date range. You can use the tabs above the
graph to toggle between the two views.
Although by default, the dashboard is the startup page for the Admin, you can change the
configuration to show a different page when you log in. You can also set the starting dates
used in dashboard reports, and disable the display of the charts section.
Dashboard
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Dashboard
Snapshot Reports
The tabs at the bottom provide quick reports about your best-selling and most viewed
products, new customers and those who have purchased the most.
Bestsellers
Lists your best-selling products, showing the price and quantity ordered.
Most Viewed Products
Lists the most recently viewed products and the number of times viewed.
New Customers
Lists recently registered customers.
Customers
Lists the customers who have ordered the most during the specified range of time.
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Dashboard Setup
By default, the dashboard is the startup page for the Admin. However, if you prefer, you
can change the configuration to display a different page when you log in. You can also set
the starting dates used in dashboard reports, and disable the display of the charts section.
To set the date range:
Set Select Range to one of the following:
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Last 24 Hours
l
Last 7 Days
l
Current Month
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YTD
l
2YTD
To set the starting dates:
1.
On the Admin menu, select System > Configuration.
2.
In the Configuration panel on the left, under General, select Reports.
3.
Click to expand the Dashboard section, do the following:
a.
Set Year-To-Date Starts to the month and year that the current year began.
b.
Set Current Month Starts to the current month.
Dashboard
To change the Admin startup page:
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1.
On the Admin menu, select System > Configuration. Then in the panel on the left, under
Advanced, select Admin.
2.
In the Admin UI section, set Startup Page to the page you want to first appear when you
log in to the Admin.
3.
Click the Save Config button to save the setting.
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Startup Page
To turn off real-time data:
If you have a lot of data to process, the performance of the Dashboard can be improved by
turning off the display of real time data.
1.
On the Admin menu, select System > Configuration. Then in the Configuration panel on
the left, under Sales, select Sales.
2.
Click to expand the Dashboard section. Then, set Use Aggregated Data (beta) to “Yes.”
To disable charts:
1.
On the Admin menu, select System > Configuration. Then in the Configuration panel on
the left, under Advanced, select Admin.
Turn Off Dashboard Charts
2.
In the Dashboard section, set Enable Charts to “No.”
3.
When complete, click the Save Config button.
A message on the Dashboard indicates that the chart is now disabled.
Running Reports
Magento provides a variety of reports that you can access at any time. To see the reports
that you can generate in Magento, from the Reports menu, select a type of report and then
select a specific report of that type. Some report pages have filter controls that enable you
to narrow the scope of the report. When you are finished making filter selections, click
Show Report (or Refresh, in some reports) to generate the report.
Reports Menu
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To run the Orders report:
The Orders report includes real-time data, and can include orders of any status during a
specific period of time.
1.
On the Admin menu, select Reports > Sales > Orders. Then, do the following:
a.
A message indicates the last time the report statistics were refreshed. If necessary,
click the link to refresh the statistics.
b.
Set Show Report for to the website, store, or store view that you want to include in
the report.
c.
Set Match Period To to one of the following:
d.
e.
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Order Created Date
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Order Updated Date
To determine how the report data is aggregated by row, set Period to one of the
following:
l
Day
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Month
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Year
To include activity during a specific period, click the calendar icon
and select the
From and To dates.
f.
To choose the orders that are included in the report, do one of the following:
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2.
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To include all orders, set Order Status to “Any.”
To include only orders with a specific status, set Order Status to “Specified.” Then,
select each order status that you want to include in the report.
g.
To omit any empty rows from the report, set Empty Rows to “No.”
h.
To show actual, rather than projected values, set Show Actual Values to “Yes.”
When ready to run the report, click the Show Report button.
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Orders Report by Month
To export report data:
1.
2.
Set the Export to control to one of the following:
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CSV
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Excel XML
Click the Export button. Then, look for the download file in the lower-left corner of your
browser window.
Field Descriptions
FILTER CONTROL
DESCRIPTION
Show Report For
Determines the store view or website (or all websites) that are
included in the report.
Match Period To
Determines how the records are selected to be included, based
on either the order creation date or the order modified date.
Options include:
Order Created Date
Order Updated Date
Period
Determines how report data is aggregated. Options include:
Day
Month
Year
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FILTER CONTROL
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DESCRIPTION
From and To
Determines the start and end dates that are covered by the
report.
Order Status
Determines the status of orders that are included in the report.
Options include: Any / Specified.
Empty Rows
Determines if rows without data are included in the report.
Options include: Yes / No.
Show Actual Values
Determines if report values reflect actual or projected values
based on an estimate. Options include: Yes / No.
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Refreshing Report Statistics
To reduce the performance impact of generating sales reports, Magento calculates and
stores the required statistics for each report. When you generate a report, the report uses
the stored statistics, rather than recalculating the statistics each time you generate a
report. To include the most recent data, the sales report statistics must be refreshed.
Refreshing the sales report statistics is a manual process.
Report Statistics
To refresh sales report statistics:
1.
On the Admin menu, select Reports > Refresh Statistics.
2.
In the list, select the checkbox of each report that needs to be refreshed.
3.
Set the Actions control to one of the following:
4.
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Refresh Lifetime Statistics
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Refresh Statistics for the Last Day
When complete, click the Submit button.
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Available Reports
Report Descriptions
REPORT
DESCRIPTION
Sales Reports
Total Ordered
Reports > Sales > Orders
Shows orders for the specified time period.
Order Taxes
Reports > Sales > Tax
Shows taxes charged for orders in the specified time period;
grouped by tax rate.
Total Invoiced vs. Paid
Reports > Sales > Invoiced
Shows amounts paid and unpaid for invoiced orders in the
specified time period.
Total Shipped
Reports > Sales > Shipping
Shows orders shipped in the specified time period, grouped by
carrier/method; includes shipping charge amounts.
Total Refunded
Reports > Sales > Refunds
Shows refunds applied to orders in the specified time period.
Coupons Usage
Reports > Sales > Coupons
Shows coupons used for orders in the specified time period,
grouped by coupon code.
PayPal Settlement
Reports > Sales > PayPal Settlement Reports
Shows PayPal settlements for the specified time period. Click
Fetch Updates to retrieve data from PayPal.
Shopping Cart Reports
Products in Carts
Reports > Shopping Cart > Products in carts
Shows products that are currently in shopping carts.
Abandoned Carts
Reports > Shopping Cart > Abandoned Carts
Shows shopping carts that were started but then abandoned.
Enables you to contact customers to offer incentives to turn an
abandoned cart into a conversion.
Product Reports
Products Bestsellers
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Reports > Products > Bestsellers
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Report Descriptions (cont.)
REPORT
DESCRIPTION
Shows the products that were sold in the highest quantity in the
specified time period.
Products Ordered
Reports > Products > Products Ordered
Shows all products that were ordered in the specified time period.
Most Viewed
Reports > Products > Most Viewed
Shows the products that were viewed the most times in the
specified time period.
Low Stock
Reports > Products > Low Stock
Shows the products whose stock levels are low.
Downloads
Reports > Products > Downloads
Shows the number of purchases and downloads for each
downloadable product.
Customer Reports
New Accounts
Reports > Customers > New Accounts
Shows the new accounts that were created during the specified
time period.
Customers by Orders
Total
Reports > Customers > Customers by orders total
Customers by Number of
Orders
Reports > Customers > Customers by number of orders
Shows the customers listed in descending order of total order
amount.
Shows the customers listed in descending order of number of
orders placed.
Tag Reports
Customers Tags
Reports > Tags > Customers
Shows the customers listed with the number of tags each one
has created.
Products Tags
Reports > Tags > Products
Shows the number of unique tags and total number of tags
created for each product.
Popular Tags
Reports > Tags > Popular
Shows the number of times each tag has been applied.
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Report Descriptions (cont.)
REPORT
DESCRIPTION
Review Reports
Customers Reviews
Reports > Reviews > Customers Reviews
Shows the customers listed in descending order of number of
reviews contributed.
Products Reviews
Reports > Reviews > Products Reviews
Shows the products listed in descending order of number of
reviews.
Search Term Report
Search Terms
Reports > Search Terms
Shows terms submitted with the search tool.If Hits are high, but
the Results are low, you should review product names and
descriptions so you can promote products related to the term.
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CHAPTER 59:
Admin Permissions
Magento uses roles and permissions to create different levels of access to the Admin.
When your store is first set up, you receive a set of login credentials for the
Administrator role, with full permissions. However, you can restrict the level of
permissions on a “need to know” basis for other people who work on your site. For
example, a designer can be given access to only the Design tools, but not to areas with
customer and order information.
Topics in this chapter:
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New Users
l
Custom Roles
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Creating New Users
When your store is first installed, your login credentials have with full administrative
access. As a best practice, one of the first things you should do is to create another user
account with full Administrator permissions. That way, you can use one account for your
everyday Administrative activities, and reserve the other as a “Super Admin” account in
case you forget your regular credentials or they somehow become otherwise unusable.
If there are others on your team, or service providers who need access, you can create a
separate user account for each, and assign a restricted role. To limit the websites or stores
that admin users can access when they log in, you must first create a role with limited
scope and resources. Then, you can assign the role to a specific user account. Admin users
assigned to a restricted role can see and change data only for websites or stores that are
associated with the role. They cannot change any global settings or data.
Process Overview:
Step 1: Create a New User
Step 2: Assign the Role
Step 1: Create a New User
1.
On the Admin menu, select System > Permissions > Users.
2.
Click the Add New User button.
3.
In the Account Information section, do the following:
Account Information
a.
Enter the User Name for account.
The User Name should be easy to remember. It is not case-sensitive. For example, if
your user name is “John,” you can also log in as “john.”
b.
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Complete the following information:
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First Name
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Last Name
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Email address
Creating Custom Roles
This email address must be different from the one that is associated with your
original Admin account.
c.
Assign a Password to the account.
The password should be seven or more characters long, and include both letters and
numbers.
d.
4.
In the Password Confirmation box, repeat the password to make sure it was entered
correctly.
Set This Account is to “Active.”
Step 2: Assign the Role
1.
In the User Information panel on the left, click User Role. Then, in the list of Roles, select
Administrators. (Initially, it will be the only role available.)
Add New User Role
2.
When complete, click the Save User button.
You now have two accounts with Administrator access.
Creating Custom Roles
To give someone restricted access, the first step is to create a role with the appropriate level
of permissions. After the role is created, you will add the new user, set up the login
credentials, and assign the role to the user account. After the role is established, you can
create new Administrator users at any time, and assign the restricted role to grant limited
access to the user.
For example, Admin permissions can be set to restrict access to tax resources, based on the
business “need to know.” To create an Admin role with access to tax settings, select both
the Sales/Tax and System/Tax resources. If setting up a website for a region that differs
from your default shipping point of origin, you must also allow access to the
System/Shipping resources for the role, because the shipping settings determine the store
tax rate used for catalog prices.
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Role Resources
Process Overview:
Step 1: Define the Role
Step 2: Add the New User
Step 1: Define the Role
1.
On the Admin menu, select System > Permissions > Roles. Then in the upper-left corner,
click the Add New Role button.
2.
In the Role Information section, enter a descriptive Role Name.
Role Name
3.
In the panel on the left, select Role Resources.
4.
In the Roles Resources section, select the checkbox of each Admin Resource that you want
to grant those with the role permission to access.
Important! Be sure to disable access to the Permissions tool if you are limiting access for a
given role. Otherwise, users with this role will be able to modify their own restrictions.
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Role Resources, Collapsed View
5.
(Optional) In the panel on the left, select Role Users. Then, assign additional
Administrator user accounts to the new role.
6.
When complete, click the Save Role button. The role now appears in the list of available
roles
Step 2: Add the New User
1.
On the Admin menu, select System > Permissions > Users.
2.
Click the Add New User button.
3.
In the Account Information section, do the following:
Account Information
a.
Assign a User Name to the account.
The User Name should be easy to remember. It is not case-sensitive. For example, if
your user name is “john,” you can also log in as “John.”
b.
c.
Complete the following information:
l
First Name
l
Last Name
l
Email address
Assign a Password to the account.
The password should be at least seven characters long, and include letters and
numbers.
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4.
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d.
In the Password Confirmation field, type the password again to make sure it was
entered correctly.
e.
Set This Account is to “Active.”
In the User Information panel on the left, click User Role. Then, in the list of Roles, select
the option for the role you want to assign to the new user.
New User Role
5.
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When complete, click the Save User button.
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CHAPTER 60:
Security
In this chapter, you will learn how to manage Admin sessions and credentials,
implement CAPTCHA, and manage website restrictions.
Topics include:
l
Security Best Practices
l
Security Configuration
l
CAPTCHA
l
Session Validation
l
Browser Capabilities Detection
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SOLUTION SERIES:
Magento Security Best Practices
All eCommerce sites are attractive targets to hackers because of the personal and payment
information that is required to complete a sale. Even if the system does not directly process
credit card transactions, a compromised site might reroute customers to a false page, or
alter an order before it is transmitted to the payment processor.
A compromised site can have long-term consequences for both customers and merchants.
Customers might suffer financial loss and identify theft, while merchants can face damage
to their reputations, loss of merchandise, higher processing fees, revoked privileges with
financial institutions, and the threat of lawsuits.
This guide outlines a multifaceted approach to improve the security of your Magento
installation. Although there is no single way to eliminate all security risks, there are many
things that you can do to make your site a less attractive target. It is crucial for hosting
providers, system integrators, and merchants to work together to establish and maintain a
secure environment, implement methods for early detection, and determine a plan of action
in the event of a breach.
Start Right
Work with reliable hosting providers and solution integrators. When evaluating their
qualifications, ask about their approach to security. Verify that they have a secure software
development life cycle in accord with industry standards such as The Open Web
Application Security Project (OWASP), and that they test their code for security issues.
If you are starting a new site, consider launching the entire site over HTTPs. Taking the
lead on this issue, Google now uses HTTPs as a ranking factor.
For an existing installation, plan to upgrade the entire site to run over to a securely
encrypted, HTTPs channel. Although you will need to create redirects from HTTP to
HTTPs, the effort will future-proof your site. We recommend that you plan to make this
change sooner, rather than later.
Protect the Environment
Protecting the environment is the most critical aspect of ensuring the security of your store.
Keep all software on the server up to date, and apply security patches as recommended.
This applies not only to Magento, but to any other software that is installed on the server,
including database software and other websites that use the same server. Any system is
only as secure as the weakest link.
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Server Environment
Make sure that the server operating system is secure. Work with your hosting
provider to ensure that there is no unnecessary software running on the server.
Use only secure communications protocol (SSH/SFTP/HTTPS) to manage files, and
disable FTP.
Use strong, long, and unique passwords, and change them periodically.
Keep the system up to date, and immediately install patches when new security
issues are discovered.
Closely monitor any issues that are reported for software components used by your
Magento installation, including the operating system, MySQL database, PHP, Redis
(if used), Apache or Nginx, Memcached, Solr, and any other components in your
specific configuration.
Advanced Techniques
Automate the deployment process, if possible, and use private keys for data transfer.
Limit access to the Magento Admin by updating the whitelist with the IP address of
each computer that is authorized to use the Admin and Magento Connect
downloader. For examples of how to whitelist IP addresses, see: Secure Your
Magento Admin.
Do not install extensions directly on a production server.
To disable the Magento Connect downloader on the production site, either remove or
block access to the /downloader directory. You can also use the same whitelisting
methods.
Use two-factor authorization for Admin logins. There are several extensions available
that provide additional security by requiring an additional passcode that is generated
on your phone, or a token from a special device.
Review your server for “development leftovers.” Make sure there are no accessible
log files, publicly visible .git directories, tunnels to execute SQL helper scripts,
database dumps, phpinfo files,or any other unprotected files that are not required, and
that might be used in an attack.
Limit outgoing connections to only those that are required, such as for a payment
integration.
Use a Web Application Firewall to analyze traffic and discover suspicious patterns,
such as credit card information being sent to an attacker.
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Server Applications
Make sure that all applications running on the server are secure.
Avoid running other software on the same server as Magento, especially if it is
accessible from the Internet. Vulnerabilities in blog applications such as Wordpress
can expose private information from Magento. Install such software on a separate
server or virtual machine.
Keep all software up to date, and apply patches as recommended.
Admin Desktop Environment
Make sure that the computer that is used to access the Magento Admin is secure.
Keep your antivirus software up to date, and use a malware scanner. Do not install
any unknown programs, or click suspicious links.
Use a strong password to log in to the computer, and change it periodically. Use a
password manager such as LastPass, 1Password, or Dashlane to create and
manage secure, unique passwords.
Do not save FTP passwords in FTP programs, because they are often harvested by
malware and used to infect servers.
Delete user accounts for employees or contractors who no longer work with you. A
large number of intrusions can be attributed to insider knowledge.
Protect Magento
Your effort to protect your Magento installation starts with the initial setup, and continues
with the security-related configuration settings, password management, and ongoing
maintenance.
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Your Magento Installation
Use the latest version of Magento to ensure that your installation includes the most
recent security enhancements.
If for any reason you cannot upgrade to the latest version, make sure to install all
security patches as recommended by Magento. Although Magento issues security
patches to fix major issues, new product releases include additional improvements to
help secure the site.
Use a unique, custom Admin URL instead of the default “admin” or the often-used
“backend,” Although it will not directly protect your site from a determined attacker, it
can reduce exposure to scripts that try to break into every Magento site. (Never leave
your valuables in plain sight.)
Check with your hosting provider before implementing a custom Admin URL. Some
hosting providers require a standard URL to meet firewall protection rules.
Block access to any development, staging, or testing systems. Use IP whitelisting
and .htaccess password protection. When compromised, such systems can produce
a data leak or be used to attack the production system.
Use the correct file permissions. Core Magento and directory files should be set to
ready only, including app/etc/local.xml files.
Use a strong password for the Magento Admin. To learn more, see: Creating a strong
password.
Take advantage of Magento’s security-related configuration settings for Admin
Security, Password Options, and CAPTCHA.
Don’t be Taken for a Ride
Install extensions only from trusted sources. Never use paid extensions that are
published on torrent or other sites. If possible, review extensions for security issues
before installing them.
Do not click suspicious links, or open suspicious email.
Do not disclose the password to your server or to the Magento Admin, unless you are
required to do so.
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Be Prepared!
Develop a disaster recovery/business continuity plan. Even a basic plan will help you
get back on track in the event of a problem.
Ensure that your server and database are automatically backed up to external
location. A typical setup requires daily incremental backups, with a full backup on a
weekly basis. Make sure to test the backup regularly to verify that it can be restored.
For a large site, simple text file dumps of the database take an unacceptable amount
of time to restore. Work with your hosting provider to deploy a professional database
backup solution.
Monitor for Signs of Attack
If your system is not immediately patched after a major security breach, there is a high
probability that your site is already compromised. Complete a security review periodically
to check for signs of attack, and also when contacted by customers with security-related
concerns.
Security Review
Check periodically for unauthorized Admin users.
(Magento Enterprise only) Check the Admin Actions Log for suspicious activity.
Use automated log review tools such as Apache Scalp.
Work with your hosting provider to review server logs for suspicious activity, and to
implement an Intrusion Detection System (IDS) on your network.
Use a file and data integrity checking tool such as TripWire to receive notification of
any potential malware installation.
Monitor all system logins (FTP, SSH) for unexpected activity, uploads, or
commands.
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Follow Your Disaster Recovery Plan
In the event of a compromise, work with your internal IT security team if available, or
hosting provider, and system integrator to determine the scope of the attack. Taking into
consideration the type of compromise and the size of the store. Then, adjust the following
recommendations to your business needs.
1.
Block access to the site, so the attacker cannot remove evidence or steal more information.
2.
Backup the current site, which will include evidence of the installed malware or
compromised files.
3.
Try to determine the scope of the attack. Was credit card information accessed? What
information was stolen? How much time has elapsed since the compromise? Was the
information encrypted? Typically you can expect the following types of attack:
Defacing of Site
Site access is compromised, but often the payments
information is not. User accounts might be compromised.
Botnetting
Your site becomes part of a botnet that sends spam email.
Although data is probably not compromised, your server is
blacklisted by spam filters which prevents email that you
send to customers from being delivered.
Direct Attack on Server
Data is compromised, backdoors and malware are installed,
and the site no longer works. Payment information—
provided that it is not stored on the server— is probably safe.
Silent Card Capture
In this most disastrous attack, intruders install hidden
malware or card capture software, or possibly modify the
checkout process to collect and send out credit card data.
Such attacks can go unnoticed for extended periods of time,
and result in major compromise of customer accounts and
financial information.
4.
Try to find the attack vector to determine how the site was compromised, and when.
Review server log files and file changes. Note that sometimes there are multiple different
attacks on the same system.
5.
If possible, wipe and reinstall everything. In case of virtual hosting, create a new instance.
Malware might be hidden in an unsuspected location, just waiting to restore itself. Remove
all unnecessary files. Then, reinstall all required files from a known, clean source su