Page 3 - Magento 2 User Guide
Customers build some associations with your brand right after they land at your store for the first time. This is why it is important to configure the default page (the one associated with the store's base URL) since this is where people land if some page is not accessible.
Thus, having these default pages configured helps to guide your clients through the website and eliminates any confusion that might appear on the way.
This article is exactly what you need if you want to know how to set up default pages in Magento 2.
To configure default pages in Magento 2:
1. Go to Stores > Configuration > General > Web > Default Pages and enter the Default Web URL.
2. Choose what page should be displayed for the CMS Home Page.
3. Specify the Default No-route URL.
4. Select the CMS No Route Page from the available options in the dropdown list.
5. Choose the CMS No Cookie Page to be displayed when cookies are disabled.
6. Specify whether to Show Breadcrumbs for CMS Pages.
Don't forget to press
Invoices are important elements of efficient order management in Magento. This is a special type of document containing all the order details that are of great importance for both a customer and a store.
In most cases, invoices are created automatically, based on the payment methods you have. But when it comes to printing, you have to do it manually. Fortunately, Magento allows you to print invoices in more than one way. You can either print a particular invoice or print several in bulk.
So, don't miss an opportunity to learn how to print invoices in Magento 2 using this guide.
Want to send order-related documents automatically? Attach PDF Invoices and other files to the sales emails using Magento 2 Email Attachments.
How to Print an Invoice in Magento 2?
To print an invoice in Magento 2:
1. Go to Sales > Invoices, choose the order you would like to print the invoice for, and press the View link.
2. Press the Print button on the top menu and the PDF file will be downloaded.
It really
Magento backorders allow customers to place orders even if the desired product is out of stock. That's a great feature since it prevents people from leaving their carts and moving to different stores. It comes in handy at times when the inventory hasn't been restocked, but you want to keep customers engaged.
Note: to prevent unexpected out-of-stock situations, you might want to enable low-stock email notifications to optimize your stock management.
Magento 2 allows you to set up backorders in two ways: globally or for a certain product. In this article, you'll learn how to apply both of these methods and tackle what backorders actually mean.
What are Backorders?
Backorder is a specific type of order placed by the customer when an item is currently out of stock. So, basically, you can buy an item the moment you visit the store. But it won't be delivered until it appears on the shelves again.
Store owners can benefit from the Magento backorders since they know what products are
It's hard to overestimate the importance of making a customer's journey on your website as flawless as possible. If your store is easy to interact with, people will definitely want to come back. As it happens, lots of those interactions happen through the customer account.
That's why you have to make use of the Magento customer account configuration settings. So you can not only make engaging with your store easier but manage customer account options according to your requirements.
Want to track how many customers sign in or create an account on your store? Add Magento Google Tag Manager to your store and get in-depth data reports on customers' behaviour.
The whole process may seem a bit complicated, considering the number of options Magento provides. However, in this article, we'll guide you through all the steps you have to take.
In order to configure customer accounts in Magento 2, navigate to Stores > Configuration > Customers > Customers Configuration. As you can see, there are a
Magento pagination is a necessary element for better store navigation. You should definitely consider it to make browsing through the items you sell simpler, especially if you manage hundreds of products. Having pagination controls added on the top and at the bottom of the product listing page assists in this task greatly.
Furthermore, pagination controls help to optimize the speed of your website. The reason is the products aren't loaded all at once and there are fewer elements to process. So the loading time is reduced significantly.
In this article, you'll find out more details about Magento pagination controls and how to configure them.
Types of Pagination Controls
There are 4 types of Magento pagination controls. You can refer to the table below for more details.
Pagination control | Description |
---|---|
View As | Displays products either in the form of a list or a grid. |
Sort By | Changes the sort order of the products. You define what attributes are filterable in the Storefront Properties |
One of the ways to prevent the unauthorized usage of your store's product images is to apply watermarks to them. A watermark is a highly transparent symbol that is placed onto an image. It's typically a logo, stamp, or signature associated with your store.
This feature makes your products and services easily recognizable and also improves brand awareness.
If you would like to apply watermarks in your Magento 2 store, but don't know how to do that, this article is exactly what you need.
How to Add Product Image Watermarks in Magento 2?
In order to add product image watermarks, follow the steps described below:
1. Navigate to Content > Design > Configuration and press the Edit link on the theme you would like to configure.
2. Expand the Product Image Watermarks section.
Note: here you can find three sections (Base, Thumbnail, and Small) and plenty of fields to fill in for each of them. However, the content you have to add is quite the same in all of them, so we'll use the Small
A logo is what your customers associate your store with and what helps them to identify your brand among a huge number of others. Having your store's logo added to the invoice PDF printouts sent via sales emails and packing slips may serve as a sign of reliable service.
That's why such a technic can increase brand awareness and improve customers' overall experience. So, in this guide, you'll learn how to configure invoice and packing slip design in Magento 2.
To configure invoice and packing slip design in Magento:
1. Go to Stores > Configuration > Sales > Sales > Invoice and Packing Slip Design.
2. Press the Choose File button and upload your logo in the Logo for PDF Print-outs (200x50) field. The 200x50 size is recommended.
3. Choose File and upload the logo in the Logo for HTML Print View field.
4. Enter the Address (email address or a few of them) that will be displayed in the invoices PDFs and packing slips.
Once you finish, press the Save Config button and have a look at
While proceeding with the checkout, your customers can see the Order Summary section, which includes the total price of the purchase, as well as the components that make it up (e.g. subtotal, tax, discounts, etc.). Each of these items has a certain place in the list and reflects the order of the total sum calculation.
This is one of the possible views of the checkout totals on the Magento checkout.
However, the checkout totals sort order can be configured from the admin panel and in this article, we'll show you how to do that.
To Configure Checkout Totals Sort Order in Magento 2:
1. Go to Stores > Configuration > Sales > Sales > Checkout Totals Sort Order.
2. Set the values in each of the following fields:
- Subtotal;
- Discount;
- Shipping;
- Tax;
- Fixed Product Tax;
- Grand Total.
Note: the lower the value, the higher in the list the following item will appear. Thus, Subtotal will be on the top of the order summary list since its value is 10, while Grand Total, having a value of 100
We can refer to the Terms and Conditions as to the special kind of agreement between a store and a customer. Customers have to agree to follow all the guidelines and rules of using your website prior to purchasing your products or services. It's a great way to avoid any kind of misunderstanding and improve client loyalty.
That's why it is important to make the terms and conditions checkbox available during Magento checkout. So, in this article, you'll learn how to do that.
How to Add Terms and Conditions Checkbox in Magento 2?
First of all, to add the terms and conditions checkbox in Magento 2, you have to create terms and conditions and only then proceed with adding the checkbox. Let's explore each step in more detail.
1. Create Terms and Conditions
- Navigate to Stores > Settings > Terms and Conditions and press the Add New Condition button.
- Set the Condition Name.
- Enable terms and conditions by choosing a corresponding option in the Status field.
- Select if you want to Show
Password is a vital part of the process of creating a new customer account in Magento. It keeps their data secured within their accounts and provides access to important information about orders, invoices, refunds, reward programs, etc.
Magento 2 provides multiple options for customer account password configuration. These include the reset password link, forgot/remind email template, maximum login failures to lock the account, the number of characters that make up a password, and much more.
So, in this article, you'll learn how to configure password options for customers in Magento 2 to ensure convenient password recovery.
To configure password options in Magento:
1. Go to Stores > Configuration > Customers > Customer Configuration > Password Options.
2. Choose the way for checking password reset requests in the Password Reset Protection Type field. Here you have four possible options:
- By IP and Email;
- By IP;
- By Email;
- None.
3. Set the Maximum Number of Password Reset Requests. Enter
While creating new accounts, your customers have to fill in some of their personal information. Depending on the policy of your store, you can add or remove the fields that contain customer name and address data and set them up according to your needs.
Magento 2 customer account settings are very flexible in this regard. So, in this article, we'll explain how to do that.
To configure customer name and address options in Magento 2, take the following steps:
1. Go to Stores > Settings > Configuration > Customers > Customer Configuration > Name and Address Options.
Note: You have to clear the Use System Values checkboxes to configure all the fields, or you can enable those checkboxes to use the default options.
2. Enter the Number of Lines in a Street Address. The default value is 2, however, you can use a different number on the scale from 1 to 4.
3. In the Show Prefix field, choose either Optional or Required to use the name prefix in the new customer account forms. You can disable
It is crucial to use the correct technics to keep your clients engaged and drive more of them to your store. Since it all comes down to customer experience, you have to optimize all the processes during the customer's journey on your website, including customer account options.
Fortunately, Magento 2 gives you multiple features for the configuration of new customer accounts. And in this article, we'll provide more details about them.
To configure new customer account options in Magento 2 take the following steps:
1. Navigate to Stores > Settings > Configuration > Customers > Customer Configuration > Create New Account Options.
2. Choose whether to Enable Automatic Assignment to Customer Group.
3. If you chose Yes in the previous field, set the Default Group to which your customers will be assigned automatically.
Note: if you enable guest checkout no customer will be created. So, no customer group will be assigned to them unless you convert guest orders to customers.
4. Set the
Magento 2 offers you outstanding features for stock management. Except for the global Magento stock options, you can also benefit from the advanced settings.
Thanks to the Magento advanced inventory, you can track quantities of multiple products and manage inventory more efficiently on a per-product basis.
Depending on your requirements, there are two ways to configure advanced inventory in Magento 2. You can either exclude stock management (short form) or include stock management (long form). The difference is in the number of options you can configure for an individual product.
In this article, you will learn how to configure Magento 2 advanced inventory using both of these methods.
To configure Advanced Inventory in Magento, go to Catalog > Products, choose a product you would like to set up advanced inventory for and press a corresponding button under Quantity.
Exclude Stock Management
1. Set the Manage Stocks field to No.
2. Complete the Minimum Quantity Allowed in Shopping
Every order in Magento 2 goes through a lot of stages before it is marked as "Complete". While it is barely noticeable to your customers, you have to know everything about the order processing in Magento 2, to determine if something's off.
So, in this guide, you'll find out more about the Magento 2 order status and state. We'll cover how to create order status in Magento 2 and assign it to state. You will also learn how order status changes in the order processing workflow.
Difference Between Magento Order Status and State
If you just start to learn Magento it will be difficult to tell the difference between Magento 2 order status and state.
In reality, it is not as confusing as it seems. Orders state defines the position of the order in the order processing workflow.
There are the following order states:
Magento 2 order status defines the state of the order in detail.
e.g. processing order state can be defined by processing invoice or processing shipment order status.
Besides,
If you treat your website security as a top priority, then you'll be able to run your business seamlessly and provide a flawless customer experience. As a store owner, you know that there are lots of files and clients' data that have to be kept safe.
Fortunately, Magento 2 provides you with a lot of features to improve general security and avoid any kinds of violations. But, unfortunately, those are not always enough. And that's when you need the security.txt to streamline vulnerability reporting.
If you don't know what security.txt is, don't worry. We've got you covered.
In this article, we'll explain everything you need to know about security.txt and how you can configure it in Magento.
What is Security.txt?
Security.txt is a security tool that allows gathering data about security contacts and policies of your website in one file. It is used by researchers who need to contact you to report security vulnerabilities.
Security.txt gives quick access to important files and contacts
It's not a secret that Magento 2 is full of brilliant features. One of its advantages is the possibility to manage multiple websites and stores within one installation. It is a great feature, especially if your business consists of various branches and you want to control everything in one place effectively.
However, this process may be rather complicated for those who create eCommerce store from scratch, because of Magento's hierarchy of Websites, Stores, and Store Views.
But don't worry. In this article, we'll shed some light on this concept to help you understand this structure better.
What are Websites, Stores, and Store Views in Magento 2?
It is important to say, that there is a hierarchy system in Magento 2, and each website, store, and store view has a certain place in this system. They have parent/child relations — one level subordinates to another to be exact.
Here we can also observe one more scope — Global — which is fundamental. So, you can create multiple websites under Global.
Any store owner knows how important it is to keep the customers updated on the latest changes or special offers in a store. It's a great way to increase traffic to a website and catch busy customers' attention. Except for newsletters, you can use the other excellent feature for this — Magento 2 RSS Feed.
In this article, you will learn what RSS feeds are and how you can configure them in Magento 2.
So, let's get started.
What is RSS Feed?
RSS — Really Simple Syndication — is a data format based on XML, that is used to share the news and content of your store. If customers subscribe to the updates of the store, they'll receive notifications about discounts, new releases, etc. It's an excellent tool to promote your store, boost SEO, and thus evoke customers' interest in your products and services.
Here you can see how Magento RSS feeds look on the frontend.
Feed readers are essential to read RSS feeds. For example, Google Reader is one of the most wildly used free online RSS feed readers.
WebP is a concept you will come across when doing speed optimization for your website. Google PageSpeed Insights flags it in their speed analysis report same as other speed test tools. Although, we've already covered everything about WebP images in Magento, for those who don't know:
WebP is a modern file format created by Google and supported by a variety of browsers. This file is known for being smaller in size than regular PNG, JPEG, or GIF files. That's why it becomes more popular across eCommerce websites.
If you decide to try this format for your website, you will most likely fail to upload it to the system.
So today, we'll tell you everything about why you can't upload WebP images to Magento 2. But here's a guide on how to upload WebP to Magento, if you're too determined to do that.
Does Magento Allow to Upload WebP Images?
If you try uploading images in WebP format to Magento, you will get the Disallowed file type error and the file won't upload.
At this stage, you might
Magento 2 is a very flexible eCommerce platform that provides multiple advantages for your business. It's hard to underestimate the importance of increasing your website traffic and making it more customer friendly. Magento suggests a great way to do so by using the Email Refer to a Friend function.
But what is it and how can you configure it? In this article, we'll cover all these questions and clear up all tricky moments.
What is Email Refer a Friend in Magento 2?
Email Refer a Friend is a Magento 2 feature that allows customers to share a link to a specific product with their friends. It is an effective marketing strategy, that helps to evoke interest in the items you sell and in your store in general.
The Email Refer a Friend link appears on the product page together with the envelope icon. After pressing it customers are redirected to the Email to a Friend page, where they can share a link to a selected product.
Now, let's find out how to set up Email Refer a Friend in Magento
Variable is a data item that can be applied multiple times and for different purposes. In Magento, variables are used to customize email templates. There are two types of variables: predefined and custom. Magento 2 gives you a great load of predefined (default) email template variables that will help you to adjust your email templates for personal usage.
Obviously, it is impossible to keep all of them in mind. So here you can find a complete list of Magento 2 email templates variables.
Additionally, you'll learn how to add your custom variable to email templates and use it in your emails.
Default Email Template Variables in Magento 2
Default Variable Description | Magento 2 Default Variable Used in Email Templates |
---|---|
Base URL | { | {config path="web/unsecure/base_url"}}
Secure Base URL | { | {config path="web/secure/base_url"}}
General Sender Name | { | {config path="trans_email/ident_general/name"}}
General Sender Email | { | {config path="trans_email/ident_general/email"}}
Sales Representative |
FedEx Corporation — earlier Federal Express Corporation and now FDX Corporation — is the USA delivery service that enjoys the trust of its clients all over the world. It provides shipping services by land and air, with overnight delivery being one of their most popular options.
You should definitely consider FedEx as one of the delivery options to lit along other Magento 2 shipping methods. This way you will create a customer-friendly environment and provide more convenient shipping ways to choose from.
In this article, you will find all the necessary steps you have to take to configure the FedEx carrier in Magento.
1. Create a FedEx Merchant Account
First things first. You will need to create a FedEx merchant account and make sure to register to FedEx Web Services Production Access. Then you will have to click on the Obtain Production Key link on the production account information page and finish the registration process. After that, you will receive a key that will be used to configure