Merging JavaScript Files. Magento 2.1
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Theme Assets CHAPTER 41: Themes
Merging JavaScript Files
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 sidebar, tap Stores. Then under Settings, choose Configuration.
2.
In the panel on the left under Advanced, choose Developer.
3.
Expand the JavaScript Settings section.
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4.
Set Merge JavaScript Files to “Yes.”
5.
When complete, tap
Save Config
.
JavaScript Settings
Magento Community Edition 2.1 User Guide
CHAPTER 41: Themes Scheduling Design Changes
Scheduling Design Changes
Design changes can be scheduled in advance, so they go into effect on schedule. You can use scheduled design changes for seasonal changes, promotions, or just to add variation.
Store Design Schedule
To schedule a design change:
1.
On the Admin sidebar, tap Content. Then under Design, choose Schedule.
2.
Tap
Add Design Change
. Then under General Settings, do the following:
New Design Change
a.
Set Store to the view where the change applies.
b.
Set Custom Design to the theme, or variation of a theme, that is to be used.
to choose the values
c.
To define the period when the change is in effect, use the calendar for the Date From and Date To fields.
3.
When complete, tap
Save
.
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CUSTOMERS
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Contents
In this section of the guide, you will become familiar with the customer account dashboard, and learn to configure customer accounts according to your preference. You will also learn how to create customer groups that can be referenced in promotions and tax classes.
CHAPTER 42:
Customers Menu
The Customers menu provides access to customer account management tools, and gives you the ability to see who is currently online in your store.
Customers Menu
To display the Customers menu:
On the Admin sidebar, tap
Customers
.
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Menu Options
CHAPTER 42: Customers Menu
All Customers
Lists all customers who have registered for an account with your store, or were added by the administrator.
Now Online
Lists all customers and visitors who are currently online in your store.
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CHAPTER 42: Customers Menu All Customers
All Customers
The Customers page lists all customers who have registered for an account with your store, or were added by the administrator.
All Customers
To view customer information:
1.
On the Admin sidebar, tap Customers. Then, choose All Customers.
2.
Open any customer record in edit mode.
3.
In the panel on the left, choose the information you need to edit. Then, make the necessary changes.
4.
When complete, tap
Save Customer
.
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Now Online CHAPTER 42: Customers Menu
Now Online
The Now Online option on the Customers menu lists all customers and visitors who are currently online in your store. The length of the
is set in the configuration, and determines how long the customer’s activity is visible from the Admin. By default, a customer’s online session lasts fifteen minutes.
Online Customers
To see all customers who are online now:
1.
On the Admin sidebar, tap Customers. Then, choose Online Now.
2.
In the list, open any record to view the customer’s information and activity.
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CHAPTER 42: Customers Menu Now Online
Column Descriptions
COLUMN
ID
DESCRIPTION
The customer ID of a registered customer.
First Name
Last Name
IP Address
Session Start Time
Last Activity
Type
Last URL
The first name of a registered customer.
The last name of a registered customer.
The email address of a registered customer.
The IP address of the computer that customers and guests are using to access your store.
The starting date and time of the current session.
The date and time of the customer’s last activity in yur store.
Options include: Customer / Visitor
The last URL the customer visited.
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CHAPTER 43:
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.
Self service. Registered customers can update their information, check the status of orders, and even reorder from their 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
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Customer Sign In CHAPTER 43: Customer Accounts
Customer Sign In
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.
Sign In
To sign in to your customer account:
1.
In the header of the store, tap Sign in.
2.
When prompted, enter the Email Address that is associated with your account, and your
Password
. Then,tap
Login
.
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CHAPTER 43: Customer Accounts Customer Sign In
Customer Login
To reset your password:
1.
On the Login page, tap Forgot Your Password?.
2.
When prompted, enter the Email Address that is associated with your account, and tap
Submit
.
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.
Tap the link in the email, and when prompted, enter your New Password. Enter it again to confirm, and tap
Reset Password
.
Your new password must be six or more characters in length, without spaces.
When you receive confirmation that the password is updated, you can use the new password to log in to your account.
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Account Dashboard CHAPTER 43: Customer Accounts
Account Dashboard
My Dashboard
The customer’s account dashboard gives them the ability to track orders, manage shipping addresses, and manage other store activities.
Account Information
Customers can update their account information and change their password as needed. The store Admin can also update customer accounts and access the information to offer shopping assistance.
Address Book
The customer address book includes the default billing and shipping address, and additional address entries.
Downloadable Products
Lists all downloadable products the customer has purchased, with a link to each.
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CHAPTER 43: Customer Accounts Account Dashboard
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.
Newsletter Subscriptions
Lists all available newsletters. Those to which the customer is currently subscribed have a checkmark.
My Product Reviews
Displays a list of all product reviews submitted by the customer, with a link to each.
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Configuring Customer Accounts CHAPTER 43: Customer Accounts
My Wish List
This section is a placeholder for API applications that link the customer account to other applications or extensions.
Configuring Customer Accounts
The customer account settings determine the information that is collected during customer registration, and the experience that customers have during the process. Customer configuration settings include: l
l
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CHAPTER 43: Customer Accounts Configuring Customer Accounts
Online Session Length
The length of each customer session is set by default to fifteen minutes. If there is no keyboard activity during that time, the current session ends, and customers must log back into their accounts to continue shopping. If
is enabled, the contents of their carts are saved for the next time they sign in to their accounts.
Online Customers Options
To configure the online session length:
1.
On the Admin sidebar, tap Stores. Then under Settings, choose Online Now.
2.
In the panel on the left under Customers, choose Customer Configuration.
3.
Expand the Online Customers Options section.
4.
In the Online Minutes Interval field, enter the number of minutes before the customer session.
Leave the field empty to accept the default interval of fifteen minutes.
5.
When complete, tap
Save Config
.
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Configuring Customer Accounts CHAPTER 43: Customer Accounts
Login Landing Page
You can configure your store to redirect customers to their account dashboard after they log in, or let them continue shopping.
To set the login landing page:
1.
On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.
2.
In the panel on the left, under Customers, choose Customer Configuration.
3.
Expand the Login Options section.
Login Options
4.
Set Redirect Customer to Account Dashboard after Logging in to one of the following:
Yes
No
The account dashboard appears when customers log in to their accounts.
Customers can continue shopping after logging in to their accounts.
5.
When complete, tap
Save Config
.
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CHAPTER 43: Customer Accounts Configuring Customer Accounts
New Account Options
In the Create New Account Options section of the configuration, the basic account options are combined with more advanced options that relate to VAT ID Validation and custom integrations. The following instructions cover only the most frequently used options. To learn about automatic customer group assignments, see:
Magento Community Edition 2.1 User Guide
Create New Account Options
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Configuring Customer Accounts CHAPTER 43: Customer Accounts
To set up the basic customer account options:
1.
On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.
2.
In the panel on the left under Customers, choose Customer Configuration.
3.
Expand the Create New Account Options section. Then, do the following:
a.
Set Default Group to the customer group that is assigned to new customers when an account is created.
a.
If you have a Value Added Tax number, and want it to be visible to customers, set Show
VAT Number on Storefront
to “Yes.”
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 Default Welcome Email without Password to the template that is used when a customer account is created that does not yet have a password. For example, a customer account created from the Admin does not yet have a password assigned.
e.
Set Email Sender to the store contact that appears as the sender of the Welcome email.
f.
To require that customers 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.
g.
Set Welcome Email to the template that is used for the Welcome message that is sent after the account is confirmed.
4.
When complete, tap
Save Config
.
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CHAPTER 43: Customer Accounts Configuring Customer Accounts
Name and Address Options
The Name and Address Options determine the values in the drop-down lists for the prefix and suffix part of the customer name.
To configure the customer name and address:
1.
On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.
2.
In the panel on the left, under Customers, choose Customer Configuration.
3.
Expand the Name and Address Options section.
Magento Community Edition 2.1 User Guide
Name and Address Options
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Configuring Customer Accounts CHAPTER 43: Customer Accounts
1.
Enter the Number of Lines in a Street Address. If left blank, the street address defaults to 2.
2.
To include a prefix before the name, do the following:
a.
Set Show Prefix to one of the following: l
Optional l
Required
b.
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.
3.
To include a suffix after the name, do the following:
a.
Set Show Suffix to one of the following: l
Optional l
Required
b.
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.
4.
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.”
5.
When complete, tap
Save Config
.
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CHAPTER 43: Customer Accounts Configuring Customer Accounts
Password Options
The customer password options control the level of security that is used for password reset requests, and determines the email templates that are used for customer notification, 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 sidebar, tap Stores. Then under Settings, choose Configuration.
2.
In the panel on the left under Customers, choose Customer Configuration. Then, expand the Password Options section.
Password Options
3.
Set Password Reset Protection Type to the method you want to use for managing password reset requests:
By IP and Email
By IP
The password can be reset online after a response is received from a reset notification sent to the email address associated with the Admin account.
The password can be reset online without additional confirmation.
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Configuring Customer Accounts CHAPTER 43: Customer Accounts
By Email
None
The password can be reset only by responding to an email notification that is sent to the email address associated with the Admin account.
The password can be reset only by the store administrator.
4.
To limit the number of password reset requests sent per hour, do the following:
a.
In the Max Number of Password Reset Requests field, enter the maximum number of password reset requests that can be sent per hour.
b.
In the Min Time Between Password Reset Requests field, enter the minimum number of minutes that must elapse between requests.
5.
To configure the password reset email notification, do the following:
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 Reset Password Template to the template that is used when customers change their passwords.
d.
Set Password Template Email Sender to the store contact that appears as the sender of password-related notifications.
6.
Complete the following password reset security options:
a.
In the Recovery Link Expiration Period (hours) field, enter the number of hours before the password recovery link expires.
b.
In the Number of Required Character Classes field, enter the number of different character types that must be included in a password, based on the following character classes: l
Lowercase l
Uppercase l
Numeric l
Special Characters
c.
In the Maximum Login Failures to Lockout Account field, enter the number of failed login attempts until the Admin account is locked. For unlimited attempts, enter zero (0).
d.
In the Minimum Password Length field, enter the minimum number of characters that can be used in a password. The number must be greater than zero.
e.
In the Lockout Time (minutes) field, enter the number of minutes an Admin account is locked after too many failed attempts to log in.
7.
When complete, tap
Save Config
.
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CHAPTER 44:
Customer Groups
Customer groups determine which discounts are available, and the tax class that is associated with the group. The default customer groups are General, Not Logged In, and
Wholesale.
Customer Groups
To create a customer group:
1.
On the Admin sidebar, tap Stores. Then under Other Settings, choose Customer Groups.
2.
Tap
Add New Customer Group
. Then, do the following:
a.
Enter a unique Group Name less than 32 characters to identify the group.
b.
Select the Tax Class that applies to the group.
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CHAPTER 44: Customer Groups
Group Information
3.
When complete, tap
Save Customer Group
.
To edit a customer group:
1.
On the Admin sidebar, tap Stores. Then under Other Settings, choose Customer Groups.
2.
Open the record in edit mode.
3.
Make the necessary changes.
4.
When complete, tap
Save Customer Group
.
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CHAPTER 44: Customer Groups
To assign a customer to a different group:
1.
On the Admin sidebar, tap Customers. Then, choose All Customers.
2.
Find the customer in the list, and mark the checkbox in the first column. Then, do the following:
a.
Set the Actions control to “Assign a Customer Group.”
b.
Set the Group control to the new group.
c.
When prompted to confirm, tap
OK
.
Assign a Customer Group
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Contents
In this section of the guide, you’ll learn how to manage all apsects of the order process, including point of purchase support, order processing, payments, and fulfillment.
CHAPTER 45:
Sales Menu
The Sales menu lists transactions according to where they are in the order workflow. You might think of each of option as a different stage in the lifetime of an order.
To display the Sales menu:
On the Admin sidebar, tap
Sales
.
Sales Menu
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Menu Options
CHAPTER 45: Sales Menu
Orders
When an order is placed, a sales order is created as a temporary record of the transaction. Payment has not been processed, and the order can still be canceled.
Invoices
An invoice is a record of the receipt of payment for an order. Multiple invoices can be created for a single order, each with as many, or as few of the purchased products that you specify. Depending on the payment action, payment can be automatically captured when the invoice is generated.
Shipments
A shipment is a record of the products in an order that have been shipped. As with invoices, multiple shipments can be associated with a single order, until all of the products in the order are shipped.
Billing Agreements
A billing agreement is similar to a purchase order, except that it isn’t limited to a single purchase. During checkout, the customer chooses Billing Agreement as the payment method. A billing agreement streamlines the checkout process because the customer doesn’t have to enter payment information for each purchase.
Transactions
The Transactions page lists all payment activity that has taken place between your store and all payment systems, and provides access to more detailed information.
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Point of Purchase
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Contents
In this section of the guide, you’ll learn how to configure the cart and checkout options, and offer assistance to your customers.
Creating Customer Accounts
CHAPTER 46:
Shopping Cart
The cart is positioned at the end of the path to purchase, at the intersection of “Buy” and
“Abandon,” and is perhaps, the most important page in the store. The cart is where the order total is calculated, along with discount coupons and estimated shipping and tax. It’s a great place to show your trust badges and seals, and an ideal opportunity to offer one last item. You can choose the items to be offered as a cross-sell impulse purchase whenever a specific item appears in the cart.
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Shopping Cart
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Cart Configuration CHAPTER 46: Shopping Cart
Cart Configuration
The cart configuration determines the when the customer is redirected to the cart page, and which images are used for product thumbnails. You can require an order to reach a minimum amount before the checkout process begins, specify the number of days quoted prices remain valid, and specify the order of items in the Totals section.
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See also:
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