Configuuring your Magento store is the first thing you want to do after a successful installation, security and performance optimiation. You need to add product to categories and begin promoting your store ready to take your orders. This post takes you through the details involved with your Magento store configuration.
Store configuration in Magento
1) Go to the System menu
2) Select Configuration
3) You can choose the default country from the list
Magento lets you specify from which countries to allow orders. All countries are selected by default
4) To select or de-select a country, hold down the control key while clicking on it
You may need to click the arrow to view more options
5) Select the timezone
6) Choose the locale
7) Click Save Config to save your changes
You will get on-screen confirmation
8) Click Web
This is where you can edit options like the URL
9) Enter the base URL for your site
10) Click Save Config to save these changes
Next, you will want to change your Theme settings.
11) Click Design
This is where you can change your theme related settings
12) Change the title of your store here
13) Change your logo image source here
14) Enter welcome text
15) Edit the copyright information here
16) You can edit the image watermarks here
17) Click Currency Setup
This is where you can set your currency options, including allowed currencies
18) To select another currency, hold down control and click on it
19) Click Save Config
Success!
20) Click Store Email Addresses
This is where you can set the sender names and email addresses for contact and support emails
21) Go to Contacts
Here, you can enable Contact Us and set other related options
22) Click Catalog
This is where you can set options related to the store catalog, including the number of products per page and setting up alerts
23) Go to Inventory
Here, you can manage options related to the stock, quantity, and backorders
This is just an overview of some of the most important options required to get your store set up.
You now know how to configure your store in Magento.
Also read: Magento Website Optimization Tips
How to change tax rate in Magento e-commerce website
Tax rates can be altered in your Magento e-commercce website to keep in touch with fluctions in taxes. This tutorial will show you how to adjust the tax rates in your Magento e-commerce website.
Begin by loging in to your Magento admin area.
1) To manage tax zones and rates, go to Sales…
2) …Tax… and click Manage Tax Zones & Rates
This page will show you all the tax rates that have been added
3) To add a new tax rate, click this button
4) Enter the tax identifier
5) Select the country
6) Select the state
7) Enter the tax rate
8) Click Save Rate
The rate has been saved and added to the list below
9) To import or export tax rates, go to Sales…
10) …Tax… Import / Export Tax Rates
You can use this form to import or export tax rates to other stores
11) To manage customer tax classes, go to Sales…
12) …Tax… Customer Tax Classes
This page will show you a list of the existing customer tax classes
13) To add a new tax class, click this button
14) Enter a name for the new class
15) Click Save Class
The tax class has been saved and added to the list below
16) To manage the product tax classes, go to Sales…
17) …Tax… then Product Tax Classes
This is where you can view all of the product tax classes
18) To add a new product tax class, click this button
19) Enter a name for the new tax class
20) Click Save Class
The new tax class has been added below
21) To manage tax rules, go to Sales…
22) …Tax… and select Manage Tax Rules
This is where you can see all of the tax rules that have been added
23) To add a new tax rule, click this button
24) Enter a name for the new tax rule
25) Select the customer tax class this rule will apply to
26) Select the product tax class
27) Hold down the control key while clicking to select multiple customer tax classes
28) Select the tax rate
29) Enter a priority for this tax class
30) Click Save Rule
The new rule has been added
Setting up product attributes in Magento
How to setup product attributes in Magento:
1) To manage attributes, go to Catalog…
2) …Attributes…
3) …and select Manage Attributes
This page lists all product attributes
4) To add a new attribute, click this button
5) Enter an attribute code
6) Select the scope
7) Choose the input type
8) Choose what this attribute applies to
9) Select the product types this attribute will apply to
10) Choose whether to show this attribute in quick search
11) Select whether to use in advanced search
12) Choose if this attribute is comparable on the front-end store
13) Choose whether to use in layered navigation
14) Type in the position
15) Go to Manage Label / Options
16) Enter a title
17) Click Save Attribute
The attribute was successfully saved
Scroll down to see it in the list below
Here is the attribute in the list
18) To manage attribute sets, go to Catalog…
19) …Attributes…
20) …and click Manage Attribute Sets
This page shows all active attribute sets
21) To add a new set, click this button
22) Enter a name for the new set
23) Select which attribute set this one will be based on
24) Click Save Attribute Set
The set has been successfully added. You can now edit the groups in this set
Congratulations. You now know how to setup product attributes in Magento Commerce
The sales options in Magento specifies how you manage invoices, orders, and related items. This tutorial will give you an overview of the sales options in Magento Commerce.
1) Go to Sales… and click Orders
This page will show you all of the orders that have been placed
2) Go to Sales… then Invoices
Overview of the sales option in Magento
Any available invoices will show up here
3) Go to Sales… and click Shipments
All shipments will show up in the list below
4) Go to Sales… and click Credit Memos
If there are any credit memos, they will show up here
5) Go to Sales… then Terms and conditions
Checkout terms and conditions will show up here
6) To create a new one, scroll right
7) Click Add New Condition
8) Enter a name for the new condition
9) Set the status
10) Enter the checkbox text
11) Enter the content
12) Click Save Condition
The condition has been saved
Product reviews and ratings in Magento
Magento product reviews system simplifies whether the latest, the most helpful or with the highest rating reviews will be shown. This tutorial will show you how to manage product reviews and ratings in Magento Commerce.
1) To manage product ratings, go to Catalog…
2) …then Reviews and Ratings… and click Manage Ratings
This is where you can view all of the ratings for products
3) To add a new rating, click this button
4) Enter a title for the new rating
5) Select where you want the rating to be visible
6) Click Save Rating
The rating has been saved
7) To manage customer reviews, go to Catalog…
8) …then Reviews and Ratings…
9) …Customer Reviews… and select Pending Reviews
When a customer writes a review for a product, it will show up below until you approve it
10) Click on the review to see more information
This page will show you the name of the product reviewed, who reviewed it, information about the rating, and details about the review
11) Approve a review by selecting the option from the menu
12) Click Save Review
The review has been saved and will now show up on the product page
13) To view all customer reviews, go to Catalog…
14) …Reviews and Ratings…
15) …Customer Reviews… and select All Reviews
This page will show all customer reviews regardless of their status
Managing promotions in Magento e-commerce
Promotions deal with areas like discounts, free gifts and others incentive and rewards. This tutorial will show you how to manage special promotions in Magento Commerce.
1) To add a catalog promotion, go to Promotions… and select Catalog Price Rules
This page will show you all of the catalog price rules that have been added
2) To add a new rule, click this button
3) Enter a name for the new rule
4) Choose whether the status of the promotion is active or inactive
5) Hold down the control key and click to select the customer groups that this promotion will apply to
6) You can choose the start and end date of the promotion from the pop-up calendar
7) Click Conditions
8) Click the plus sign to add a condition
9) Choose a condition to add
10) Click the dots to finish the condition
11) Click to search for the product’s SKU
12) Select the correct product
13) Click the checkmark to apply the changes
14) Go to Actions
15) Select what the rule should be applied to
16) Enter the discount amount
17) Click Save Rule
The rule has been saved but not applied
18) Click Apply Rules
The rule has now been applied
19) To add a shopping cart promotion, go to Promotions… and select Shopping Cart Price Rules
This page will show all the shopping cart promotions that have been created
20) To add a new rule, click this button
21) Enter a name for the rule
22) Choose whether the promotion status is active or inactive
23) Hold down the control key and click to select the customer groups this promotion will apply to
24) You can select the start and end dates for this promotion
25) Click Conditions
26) Click the plus sign to add a condition
27) Select a condition from the list
28) Click the dots to complete the condition
29) Type in a value
30) Go to Actions
31) Select what the new rule will apply to
32) Enter the discount amount
33) Click Save Rule
The new rule has been saved and applied
You now know how to setup special promotions in Magento e-Commerce
How to configure payment methods in Magento:
1) Go to System… and select Configuration
2) Scroll down to the sales options
3) Select Payment Methods
This page lets you choose which payment methods your store will accept
4) Click the arrow to expand options
5) If credit card verification is off, you can turn it on
6) When you are finished configuring these options, you can collapse them
7) You can configure options for check or money orders
8) You can disable checks and money orders
9) Collapse these options
10) You can also setup PayPal payments
11) Enable the option
12) When you are done, click Save Config
The configuration has been saved
How to create and approve tags in Magento
We assume you’re already logged in to Magento admin section
1) Go to Catalog…
2) …then Tags… and select Pending Tags
This page will show you all the product tags that require approval before they can be used
3) Select the tags you want to approve
4) Select Change Status from the actions menu
5) Change the status to Approved
6) Click Submit
7) To create your own product tags, go to Catalog…
8) …then Tags… and select All Tags
9) Click Add New Tag
10) Enter a name for the tag
The status is automatically set to approved
11) Click Save Tag
The tag was successfully saved and now shows up in the list below
How to manage multiple stores in Magento e-commerce:
1) Go to System… and click Manage Stores
On this page, you can view all of the stores that have been set up
2) To create a new website, click this button
3) Enter a name for the new website
4) Enter a code for the website
5) Click Save Website
The website has been saved
We will now need to create a name for the new store
6) Click Create Store
7) Choose the website
8) Enter a name for the new store
9) Select the root category
10) Click Save Store
The store has been saved
Now, we will create a store view name
11) Click Create Store View
12) Select the store
13) Enter a name
14) Enter the new store code
15) Select the status
16) Click Save Store View
The store has been saved
Managing customers in Magento e-commerce:
1) Go to Customers… then Customer Groups
This is where you can view all the customer groups that have been added
2) Click this button to add another group
3) Enter a name for the new group
4) Click Save Customer Group
The new group has been saved successfully and now shows up in the list below
5) To add an existing customer to one of the groups below, go to the Customers menu… then select Manage Customers
6) Choose a customer
7) Select Assign a customer group from the actions list
8) Now, choose a group
9) Click Submit
The selected customer has been added to the group
10) To add a new customer, scroll right
11) Click this button
12) Select whether the new customer has access to the admin panel or only the store
13) Enter the customer’s first name
14) Enter the last name
15) Enter the customer’s email address
16) Select the customer group
17) Enter a password for this customer
18) Go to Addresses
19) Add a new address for this customer by clicking this button
20) Enter the street address
21) Enter the city
22) Select the country
23) Choose the state or province
24) Enter the ZIP code
25) Enter the telephone number
26) Click Save Customer
The customer has been saved and added to the list below
27) To view a list of the online customers, go to Customers… then Online Customers
This page shows the customers online, when they were last active, and other information
Managing search terms in Magento
Search terms management in Magento allows you to add and modify existing serach terms based on the terms used by site visitors. After you login to your Magento website, follow the rest of the tutorial to modify or manage your search terms.
1) Go to Catalog… and click Search
This page will show all of the search terms that you have added and that have been used by customers
2) Click Add New Search Term
3) Enter the search query
4) If the query has a synonym, you can enter it here
5) You can choose whether to display in suggested terms
6) Click Save Search
The search term has been added
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