CHAPTER 12: Basic Settings. Magento Community Edition
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CHAPTER 12:
Basic Settings
The Basic Settings section is designed to help you create products quickly, and includes
Product Details, Images and Videos, Search Engine Optimization, and Websites.
Basic Settings
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Product Details CHAPTER 12: Basic Settings
Product Details
The Product Details section provides basic information about the product, and gives you the ability to add attributes and categories as you define the product. To learn more, see the instructions for each product type.
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Product Details
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Field Descriptions (Default Template)
FIELD
DESCRIPTION
Name Store View (Required) The name of the product, as you want it to appear in the catalog.
SKU
Price
Tax Class
Images and Videos
Global (Required) The Stock Keeping Unit is a unique identifier for each individual product or service provided. A default SKU is auto-generated, based on the product name.
(Required) The retail price of the product.
Website
Website The tax class that is associated with the product.
Store View Displays the images and videos that are currently available for the product.
Add Video
Associates a new video with the product.
Quantity
Weight
Categories
Description
Global
Global
Global
The number of items currently in stock.
Determines if the product has weight, and specifies the value for shipping calculations. In the United
States, weight is measured in pounds and ounces, whereas countries on the metric system use grams and kilograms. The unit of measurement defined for your
in the configuration.
Indicates the categories that are assigned to the product.
New Category
Assigns an additional category to the product.
Store View The main product description that appears on the product page. The product description is initially entered as plain text. The WYSIWYG Editor can be used to format the text with HTML tags, if permitted by the description attribute properties .
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Field Descriptions (Default Template) (cont.)
FIELD
DESCRIPTION
Do not paste text directly from a word processor, because it might include print control codes that do not render correctly online. If using a word processor to compose the text, first save the description as a .txt
file to strip out any control codes before copying and pasting it into the product description field.
WYSIWYG Editor
Launches the Editor in a popup window.
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Images and Video
Using high-quality images of consistent proportion gives your 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, establish a naming convention for your image files, and organize them so you can find the originals if you ever need them.
Product Images
A single product image is rendered in different sizes throughout the catalog. The size of the image container on the page is defined in the style sheet, but how the image is used is determined by the role that is assigned to the image. The main product image, or “base” image, must be large enough to produce the magnification that is needed for zoom. In addition to the main image, a smaller version of the same image might appear in product listings, or as a thumbnail in the shopping cart. You can upload an image in the largest size that is needed, and let Magento render the sizes needed for each use. The same image can be used for all roles, or a different image can be assigned to each role. By default, the first image that is uploaded is assigned to all three roles.
From the Product Detail section, you can perform basic image management tasks such as upload multiple images, link to video, rearrange their order, and determine how each is used.
For additional control, open the image in “detail view.” If you have a large quantity of images to manage, it can be more efficient to import them as a batch, rather than upload individual images. To learn more, see:
.
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Image Detail
To manage images:
1.
Open the product in edit mode. Then, do any of the following:
Upload an Image
l
Drag an image from your desktop, and drop it on the camera tile in the Images and
Videos box.
l
In the Images and Video box, tap the camera tile, and browse to the image file on your computer. Then, select the image, and tap
Open
.
Drag and Drop Image
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Assign the Base Image
An orange banner appears in the lower-right corner of the current base image. To assign a different image as the base, move the mouse over the image that you want to use, and tap the tag icon in the lower-right corner.
Make Base
Rearrange Images
To change the order of images in the gallery, tap the Sort icon at the bottom of the image.
Then, drag the image to a different position in the Images box.
Change Order
Delete an Image
To remove an image, tap the Delete icon in the lower-left corner of the image.
2.
Tap
Save
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Remove Image
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To view image detail:
1.
To open an image in detail view: l
Tap the Image Management link below the image tiles.
l
In the panel on the left under Basic Settings, tap Image Management.
Then, do any of the following:
Enter Alt Text
Image Alt text is referenced by screen readers to improve web accessibility, and by search engines when indexing the site. Some browsers display the Alt text on mouseover. Alt text can be several words long, and include carefully selected key words.
In the Alt Text box, enter a brief description of the image.
Assign Roles
By default, all three roles are assigned to the first image that is uploaded to the product. To reassign a role to another image, do the following:
1.
Tap an image tile to open the image in detail view.
2.
In the Role box, choose the role that you want to assign to the image.
The assigned role appears with a checkmark in selected mode, and the previous image is no longer assigned to the role.
Hide Images
To exclude an image from the thumbnail gallery, mark the Hide from Product Page checkbox.
Then, tap
Save
.
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Hidden Image
2.
To exit Detail View, click the Close box in the upper-right corner.
3.
When complete, tap
Save
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Image Roles
IMAGE ROLE
Swatch Images
Base Image
Small Image
Thumbnail
Images and Video
DESCRIPTION
A swatch image can be illustrate a color, texture, finish, or pattern.
Swatch images that are specific to the product can be uploaded to the image gallery.
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)
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
Thumbnail images appear in the thumbnail gallery, shopping cart, and in some blocks such as Related Items. Example size:
50 x 50 pixels
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Media Gallery
The media gallery on the product page displays multiple images, video, or swatches related to the product. Each thumbnail can show a different view or variation of the product. Click a thumbnail to browse through the gallery, Although the position of the gallery varies by theme, the default position is just below the main image on the product page.
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Media Gallery
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Image Zoom
Customers can view a magnified portion of the image on mouseover, if the image is large enough to create the zoom effect. 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.
Image Zoom
Light Boxes and Sliders
There are many third-party light boxes and sliders that you can use to enhance the presentation of your product images. Look for extensions in
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Adding Product Video
To add product video, you must first obtain an API Key from your Google account, and enter it in the configuration of your store. Then, you can link to the video from the product.
Step 1:
Get Your YouTube API Key
1.
Log in to your Google account, and visit the Google Developers Console . Then, do the following:
a.
Under Use Google APIs, click Enable and manage APIs.
b.
In the panel on the left choose Credentials. Expand the Add Credentials menu, and choose API key.
c.
When prompted to create a new key, choose Server key. Enter a name for the key, and tap
Create
.
2.
Wait a few moments while the key is generated. Then, copy the key to the clipboard.
In the next step, you will paste the key into your store’s configuration.
Step 2:
Configure Magento
1.
On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.
2.
In the panel on the left under Catalog, choose Catalog.
3.
Expand the Product Video section. Then, paste your YouTube API key.
4.
When complete, click
Save Config
.
5.
When prompted, refresh the cache.
Product Video
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Step 3:
Link to the Video
1.
Open a product in edit mode. Then in the Images and Video section, tap
Add Video
.
If you haven’t yet entered your YouTube API key, tap
OK
to continue. You won’t be able to link to a YouTube video, but you can go through the process.
Add Video
2.
Enter the URL of the YouTube or Vimeo video.
3.
Enter the Title and Description of the video.
4.
To upload a Preview Image, browse to the image and select the file.
5.
If you prefer to use the video meta data, tap
Get Video Information
.
6.
To determine how the video is used in the store, mark the checkbox of each Role that applies: l
Base Image l
Small Image l
Swatch Image l
Thumbnail l
Hide from Product Page
7.
When complete, tap
Save
.
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New Video
Field Descriptions
FIELD
URL
Title
Description
Preview Image
Get Video Information
Role
DESCRIPTION
The URL of the associated video.
The video title.
The video description.
An uploaded image that is used as a preview of the video in your store.
Retrieves the video meta data that is stored on the host server. You can use the original data, or update it as needed.
Determines how the preview image is used in your store. Options:
Base Image
Small Image
Thumbnail
Swatch Image
Hide from Product Page
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Placeholders
Magento uses temporary images as placeholders until the permanent product images become available. A different placeholder can be uploaded for each role. The initial placeholder image is the Magento logo, which you can replace with an image of your choice.
Image Placeholder
To upload placeholder images:
1.
On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.
2.
In the panel on the left under Catalog, and choose Catalog.
3.
Expand the Product Image Placeholders section.
4.
For each image role, tap
Choose File
. Find the image on your computer and upload the file.
You can use the same image for all three roles, or upload a different placeholder image for each role.
5.
When complete, tap
Save
.
Product Image Placeholders
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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 make them a less attractive target by placing a watermark on each image to identify them as your property. A watermark file can be either a .jpg (jpeg), .gif, or .png image.
Both ,gif and .png formats support transparent layers, which can be used to give the watermark a transparent background.
The watermark used for the “small” image in the following example is a black logo with a transparent background, and saved as a .png file with the following settings:
Size:
Opacity:
Position:
50x50
5
Tile
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Tiled Watermark
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To add watermarks to product images:
1.
On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.
2.
In the panel on the left under General, choose Design.
3.
Expand the Product Image Watermarks section. Then, complete the following steps for the
Base, Small, and Thumbnail images:
a.
Enter the Watermark Default Size, in pixels. For example: 200 x 200
b.
Enter the Watermark Opacity, Percent, as a percentage. For example: 40
c.
Tap
Choose File
, and choose the image file to upload.
d.
Set Watermark Position to your preference.
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Product Image Watermarks
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4.
When complete, tap
Save Config
.
5.
When prompted to refresh the cache, tap the Cache Management link in the system message.
Then, refresh the invalid cache.
Refresh Cache
To delete a watermark:
1.
Do one of the following: l
Under the watermark thumbnail, tap Delete Image.
l
Mark the checkbox to the right of the watermark thumbnail.
Delete Watermark
2.
Tap
Save Config
. Then, do the following:
a.
When prompted to refresh the cache, tap the Cache Management link in the system message. Then, refresh the invalid cache.
b.
If the watermark image persists in the storefront, return to Cache Management and tap
Flush Magento Cache
.
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Swatches
Customers have high expectations when it comes to color, and it is crucial that product descriptions accurately represent each available color, pattern, or texture. For example, the capris in the illustration below are not simply available in red, green, and blue. Rather, they are available only in very specific shades of red, green, and blue, which are probably unique to this product.
For
configurable products , color can be indicated by a visual swatch, text swatch, or a drop-
down input control. Swatches can be used on the product page, in product listings, and in
. On the product page, swatches are synchronized to display the corresponding product image when the swatch is chosen. When chosen, the corresponding value appears in the input field, and the swatch is outlined as the current selection.
Swatches on Product Page
Text-Based Swatches
If an image isn’t available for a swatch, the attribute value appears as text. A text-based swatch is like a button with a text label, and behaves in the same way as a swatch with an image.
When text-based swatches are used to show the available sizes, any size that is not available is crossed out.
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Text-Based Swatches for Size
Swatches in Layered Navigation
Swatches can also be used in layered navigation, provided that the Use in Layered Navigation property of the color attribute is set to “Yes.” The following example shows both text-based and color image swatches in layered navigation.
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Swatches in Layered Navigation
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Creating Swatches
Swatches can be defined as a component of the color attribute, or set up locally for a specific product as uploaded
In the following examples, the Sylvia Capris are available in specific values of red, green, and blue. Because the swatches were taken from the product image, each is a true representation of the color. The color attribute is used to manage the information for all product colors and swatches.
Step 1:
Create the Swatches
Use either of the following methods to create swatches for your products:
Method 1:
Add a Color Swatch
1.
To capture the true color of a product, open the image in a photo editor and use the eye dropper tool to identify the exact color. Then, take note of the equivalent hexadecimal value.
Hexadecimal Color Values
2.
On the Admin sidebar, tap Stores. Then under Attributes, choose Product.
3.
In the grid, open the color attribute in edit mode.
4.
Verify that Catalog Input Type for Store Owner is set to “Visual Swatch.”
5.
Under Manage Swatch (values of your attribute.) tap
Add Swatch
to add a new definition to the bottom of the list. Then, do the following:
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Manage Swatch Values
a.
On the swatch menu, select Choose a color.
Choose a Color
b.
In the color picker, place your cursor in the # field, and press the Backspace key to delete the current value. Then, enter the six numbers that represent the hexadecimal value of the new color..
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c.
To save the swatch, tap the Color Wheel button in the lower-right corner of the color picker.
d.
Enter the labels for the Admin and Storefront. In this example, we include the SKU in the admin label for reference because these colors are used only for a specific product. You can include a space or underscore in the label, but not a hyphen.
e.
Under Is Default, select the swatch that you want to use as the default option.
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f.
To change the order, simply drag the swatch into position.
Images and Video
Swatch Labels
6.
When complete, tap
Save Attribute
. Then when prompted, refresh the cache.
7.
The last step is to open each product in Edit mode, and update the Color attribute with the correct swatch. To update multiple products at the same time, follow the steps below.
Method 2:
Upload a Swatch Image
1.
To capture an image for a swatch, open the product image in a photo editor, and save a square area of the image that depicts the color, pattern, or texture. Then repeat for each variation of the product. The size and dimensions of the swatch is determined by the theme. As a general rule, saving an image as a square helps to preserve the aspect ratio of a pattern.
Swatch Images
2.
On the Admin sidebar, tap Stores. Then under Attributes, choose Product.
3.
In the grid, open the color attribute in edit mode.
4.
Verify that Catalog Input Type for Store Owner is set to “Visual Swatch.”
5.
Under Manage Swatch (values of your attribute.) tap
Add Swatch
to add a new definition to the bottom of the list. Then, do the following:
a.
On the swatch menu, choose Upload a file.
Upload a File
b.
Navigate to the swatch file that you prepared and choose the file for upload.
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c.
Repeat these steps for each swatch image.
d.
Enter the labels for the Admin and Storefront. In this example, we include the SKU in the admin label for reference because these colors are used only for a specific product. You can include a space or underscore in the label, but not a hyphen.
Enter Labels
6.
When complete, tap
Save Attribute
. Then when prompted, refresh the cache.
7.
The last step is to open each product in Edit mode, and update the Color attribute with the correct swatch. To update multiple products at the same time, follow the steps below.
Step 2:
Update Your Products
1.
On the Admin sidebar, tap Products. Then under Inventory, choose Catalog.
2.
Filter
the list by Name or SKU to include only the applicable products. The following example filters the list on a partial product name.
Filters
3.
In the grid, mark the checkbox of each product to which the swatch applies. In this example, all blue capris are selected. Then, set the Actions control to “Update Attributes.”
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Update Attributes
4.
Scroll down to the Colorattribute, and mark the Change checkbox.
Change
5.
Choose the swatch that applies to the selected products, and tap
Save
. Then when prompted, refresh the cache.
Swatch in Storefront
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Search Engine Optimization CHAPTER 12: Basic Settings
Search Engine Optimization
The Search Engine Optimization page of basic product settings includes the primary fields used by search engines to index the product. Although some search engines ignore meta keywords, others continue to use them. The current best practice is to incorporate high-value keywords in both the meta title and meta description. The default value for each meta data field is autogenerated based on the configuration setting. Each field contains a placeholder that is replaced by an actual value. To learn more, see:
.
Search Engine Optimization
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Field Descriptions
FIELD
URL Key
Meta Title
Meta Keywords
Meta Description
Search Engine Optimization
DESCRIPTION
Store View Determines the online address of the product. The
URL key is added to the base URL of the store, and appears in the address bar of a browser. Magento initially creates a default, “search engine friendly”
URL, that is based on the product name.
The URL Key should be all lowercase characters, with hyphens instead of spaces. Do not include a suffix such as .html in the URL Key, because it is managed in the configuration.
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
1
). The meta title should be unique to the page, and less than 70 characters in length.
Auto-generated value: {{name}}
Store View Relevant keywords for the product. Consider using keywords that customers might use to find the product.
Auto-generated value: {{name}}
Store View The meta description provides a brief overview of the page for search results listings. An ideal length is between 150-160 characters in length, with a maximum of 255 characters. Although not visible to the customer, some search engines include the meta description on the search results page.
Auto-generated value: {{name}}
{{description}}
1Search Engine Results Page
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Websites CHAPTER 12: Basic Settings
Websites
The Websites page shows the current scope of the product within the store hierarchy. In the following screenshot, the marked checkbox indicates the website, store, and views where the product is available. To assign a product to a specific store view, use the
control in the upper-right corner of the page.
Websites
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