Page 4 - Magento 2 User Guide
Magento sales emails are inevitable elements of successful store-customer communication. They help you provide information about customers' orders, shipments, etc., to maintain a better customer experience and increase loyalty.
Magento allows you to configure all transactional emails from the admin panel and even customize email templates.
Nothing complicated here. In this article, we'll go through everything you need to know to configure sales emails in Magento 2.
How to Configure Sales Emails in Magento 2?
1. Go to Stores > Settings > Configuration > Sales > Sales Emails.
As you can see, there are a lot of sections to feel in, the most important of which are Order and Order Comments.
The others include Invoice, Invoice Comments, Shipment, Shipment Comments, Credit Memo, Credit Memo Comments, andOrder Ready For Pickup in Store. All of them have the same type of information you have to complete.
2. Fill in General Settings.
EnableAsynchronous sending if you want to send sales emails
All store owners know how important it is to keep the order data up to date. Why? Because this way you can avoid any kind of misunderstanding, make your store more customer-friendly, and improve their experience.
This is why there is a great option — Magento 2 order comments — which helps admins to clarify and update certain details, when managing orders in Magento.
Read on to learn what are order comments and how you can configure them in your Magento 2.
What are Magento 2 Order Comments?
Magento 2 order comment is a note on the order view page used to add some details or updates about the order. They are visible in both frontend and backend order grids. However, by default, only admins can leave these comments.
If you decide to add any order comment in the admin panel, it will be sent to customers' emails and/or displayed on the clients' order page. However, you don't necessarily need to send the command to customers via email. It's optional.
If a customer wants to revise some things
Magento is very straightforward when it comes to processing orders in the admin, which can't be said about the customers' side. However, unfortunately, customers can frequently change their minds right after making a purchase and might want to cancel their shipment. So, it is important to know how to cancel shipments in Magento 2 to ensure seamless management and uninterrupted order processing.
While you can cancel orders in Magento, there are some restrictions when it comes to shipments. In fact, everything depends on the carriers you are working with and the limitations they set.
e.g To cancel a shipment with UPS you have to wait 24 hours after a shipment is booked. Using FedEx, on the other hand, you can cancel a shipment within 12 hours or before the ship date, which is usually printed on the label.
If you want to know how to cancel a shipment in Magento, then keep reading! We'll explain everything.
How to Cancel a Shipment in Magento?
To cancel a shipment in Magento:
1. Go to Sales
Customers are not always ready to buy your products immediately while shopping. Usually, they need more time to make up their minds and consider all pros and cons of a certain item. And while you can configure recently viewed/compared products, Magento wishlist will benefit your more.
A wishlist is an essential feature that allows customers to have their preferred items gathered in one place and buy them during the next visit to your website.
Additionally, they can share their wishlist with friends. This allows you to reach more customers and increase the demand for your products.
So, today we'll cover everything you need to know about Magento 2 wishlist feature and how you can benefit from it.
What is a Wishlist in Magento?
Magento wishlist is a collection of products, a registered customer hasn't bought yet, but apparently plans on purchasing in the future or sharing with friends.
A wishlist is a great feature not only for customers but store owners as well. Using wishlists you can
If you are a store owner, you probably know that it is not easy to manage orders in Magento 2, increase profit margin and retain moderate prices at the same time. What is more, you definitely want to stay ahead of your competitors, develop your business and increase sales.
You can achieve that with the help of Magento 2 minimum order amount. Basically, this feature disables checkout if the subtotal is lower than the set order amount. It's a great approach to increasing sales and keeping them up to your requirements.
Besides, this feature allows you to increase the average order value. And in this guide, you'll learn how to set it up.
To configure Magento 2 minimum order amount:
1. Go to Stores > Settings > Configuration > Sales > Sales.
2. Fill in the information in the Minimum order Amount section.
- Enable the Magento 2 minimum order amount for the further configuration of this option.
- Fill in the Minimum Amount which defines the required subtotal after the discount's been applied.
Magento 2 Multi Source Inventory is a useful feature that's been released with Magento 2.3. You can not only create Magento sources and add them to stocks but also track the salable quantity and manage the number of products available for purchase.
But what is the salable quantity and how does it differ from the quantity per source? These two terms may seem a little bit confusing, but in this article, we'll explore these questions and clear everything out.
What is Salable Quantity in Magento 2?
Magento salable quantity is the sum of all products from all your sources. It decreases when an order is placed. However, when somebody cancels an order, products are added back to the salable quantity. In other words, salable quantity reflects the number of all items you can sell.
You can see an additional column — Salable Quantity — near the Quantity per Souce column while working with the product grid (Catalog > Products).
Magento 2 Salable Quantity vs Quantity per Source
The main difference
To manage your sales effectively, you need a full picture of the products you have in stock. But what if there is more than one inventory source? How can you track the availability of products through each of them and ship the products timely?
That's when Magento Multi-Source Inventory or Magento MSI comes in handy. In order to understand this concept of Magento and how it works, we will take a look at some of the most important features of this tool.
What is Magento 2 Multi-Source Inventory?
Magento 2 Multi-Source Inventory (MSI) is an upgraded tool that was released in Magento 2.3.0 in 2018. Basically, this new feature gives many efficient opportunities for merchants. It allows you to link multiple inventory sources to one or multiple websites, track the product quantity in each of them and manage your sales accordingly.
Initially, Magento had a Single-Source Inventory but they've decided to add some significant changes with the 2.3.0 release. There is nothing complicated. So, even
Once you have created Magento 2 inventory sources, you can organize them into stocks. This is the other option of Magento 2 MSI that helps you to manage your inventory appropriately. If you have multiple locations, then it is crucial to track the salable quantity and map your sources to the sales channels.
In this article, we will cover what are stocks exactly and how you can add them in Magento.
What is Stock in Magento?
Basically, a stock is a virtual representation of the sources and your inventory. Stocks help you to keep track of the number of products you have and manage their shipping to different locations.
You can assign multiple sources and sales channels to one stock. But keep in mind, that one sales channel can be connected to one stock only. In this context, a sales channel is actually your Magento website.
During the initial setup, you see a Default stock which your sources and websites are assigned to by default. You cannot disable or delete it, while it is in the Single
If you're an owner of a multi-language store, you know many benefits it offers. Yet, it also requires persistent work. One of the aspects that requires your undivided attention is Magento translation.
Except for products and categories, you also need to translate CMS pages in Magento (this includes the homepage). And it is exactly what you'll learn today.
To translate Magento CMS pages:
1. Navigate to Content > Elements > Pages and choose the CMS page you want to translate.
Note: to translate CMS page in Magento you need to create a new page manually. Thus you can press the Add New Page button and add the translated content from scratch. Alternatively, you can go to the page, Duplicate it and translate the copy.
2. Enable the page and translate a Title.
4. Add the Content Heading and translate the Content of your CMS page.
5. Scroll down to the Search Engine Optimization section and enter the relevant metadata.
With an overwhelming number of eCommerce stores rapidly flooding the market, market segmentation becomes one of the leading paths to a successful business. In Magento, it is called customer grouping or simply customer groups which help you to maximize your sales and marketing efforts along with value proposition.
Although Magento 2 customer groups exist within the platform, a few use them effectively to leverage their business objectives.
So, if you want to build relationships with your potential, create loyalty and increase your customer base you need to know how to manage customer groups in Magento properly.
That's what we're going to help you with in this guide.
Before you dive into the multiple ways Magento customer groups can be used for your marketing efforts, you should know what it is and how to structure them correctly.
What are Customer Groups in Magento 2?
Magento 2 customer groups are segments of customers sharing the same needs, characteristics, and behavior. Segmentation
When you create a multi-language store to reach international markets, the first thing you need is to translate it. And for that, you need to install Magento language packs.
Native, or third-party language packs cover navigation titles, labels and buttons on your store. In other words, they cover the basic Magento translation in both, the frontend and the admin panel.
So, in this guide, you'll discover everything you need about Magento language packs and how to use them.
What is Magento 2 Language Pack?
The Magento 2 language pack is a set of files that include translations for different text content on your store. Magento uses translation dictionaries that are easy to update. This means you can easily change, customize or even create your own version of the translations provided by Magento.
Besides, there are different user-generated Magento language packs you can use.
How to Install Magento Language Packs?
Once you find a language pack you need, it's time to install it.
- Login
One of the most useful features of Magento is Magento 2 Multi Source Inventory. It allows merchants to add multiple inventory sources to one or more websites. Using this feature, you can also manage multiple sales channels and run your business much more effectively.
Magento 2 inventory source is one of the most important features of the MSI. But what is it and how can you add it to your website? In this article, we'll cover all these questions.
What is Magento 2 Inventory Source?
Magento 2 source is basically a physical location, where you keep your inventory. It may be any place equipped enough to store products and fulfill orders accordingly: warehouse, distribution center, brick-and-mortar stores.
You have to set the number of products available for purchase per each source. If you sell products from different locations you will have to create a new source for each of them.
Let's find out what steps you have to take to add new sources.
How to Add New Source in Magento 2?
When
JS bundling is a required optimization that allows you to speed up your Magento store by reducing the number of server requests for JS files. Magento JS bundles are formed by merging multiple JavaScript files into one file. Correspondingly, instead of downloading hundreds of JS files for each page, the browser downloads just a few JS bundles.
But there is one thing.
By default Magento creates huge JS bundle files, each around 5-10 Mb on average. Regarding this, website speed won't actually improve, but quite the opposite.
In this article, you'll go through Magento JS bundle optimization step-by-step with an easy Rocket Javascript solution so you can benefit from JS bundling and better website speed.
Before we jump to the optimization let's define once more what is JS bundling in Magento 2.
What is Magento JS Bundling?
Magento JS bundling is a technique used to reduce the number of page requests by combining them in bundles. This way, instead of loading hundreds of JS files, the browser
By managing your stock effectively you ensure your customers won't have to wait for any products or sign up for back in stock notification. There is no need to lose customers or sales because of the low stock. So you must keep track of product availability to restock in time.
Magento allows you to manage this and track products will low stock in reports (Reports > Products > Low Stock).
Unfortunately, Magento doesn't send any notifications or emails to the admin. You still have to access the reports regularly to make sure you haven't run out of any items.
So, today we'll help you optimize the process and enable low stock email notifications with Magento 2 Admin Email Notifications.
To set up Magento Notify for Quantity Below notification:
1. Navigate to Catalog > Inventory > Product Stock Options > Notify for Quantity Below and set the threshold for the low stock notification. It is a global value so the notifications will be triggered if the quantity of any product runs below
In the process of making your website more optimized, you'll apply various speed-up strategies. So, you'll certainly work with the caches and the Magento clear cache option.
Magento has a built-in cache functionality, such as the full page cache, you can manage directly from the admin panel. Still, you need to do so properly.
In this guide, you'll learn what Magento cache types are there, how the Magento 2 clear cache functionality works, and how to use it.
Let's begin.
Magento 2 Cache Types
The cache is what helps to optimize speed and overall performance of a website. There is no need to dive deep into the definitions as this concept is well-known to everyone.
Yet, default Magento cache types you get out of the box are certainly worth your attention.
Cache type | Works with: | Cache ID |
---|---|---|
Configuration | Store settings, modules' XML configuration | config |
Layouts | Page layouts | layout |
Block HTML output |
HTML components of pages | block_html |
Collection Data | Collection data files | collections |
Reflection |
When the sales season rolls around you need to make sure to lure more customers to your store. One way to do this is Magento 2 cart price rules. These are the rules you set up in the admin panel during sales, special offers, and any other occasions to provide a discount.
Thus, creating the Magento cart price rules not only encourages customers to purchase more. They allow you to manage discounts in Magento more effectively.
So, today you'll learn how to create Magento shopping cart rules and discover how they can benefit your business.
Step 1: Add New Cart Price Rule
1. Navigate to Marketing > Promotions > Cart Price Rules and press the Add New Rule button. You will have to complete 5 sections: Rule Information, Conditions, Actions, Labels, and Manage Coupon Codes.
2. Start with the Rule information and set the Rule Name.
3. Add the rule Description. It is the field where you leave some notes for yourself.
4. Enable the cart price rule by switching the Active to Yes.
5. Apply the
Setting up special price in Magento 2 is one of many ways to provide discounts and boost conversion rates in your store. Since sales always drive customers' attention and make them come back regularly, you need to know how to leverage them to your benefit.
So, in this guide, you'll learn more about special prices in Magento 2 and how to configure and edit them in bulk or gather all products on sale into one category.
You set up a special price to put a product on sale. It is displayed instead of the regular price with the regular price notation. However, except for the product page, it is also displayed in a catalogue.
Want to track price changes in your store? Get Magento 2 Price History Extension and display the lowest price over a certain period on the frontend.
Set Up Magento 2 Special Price
1.Navigate to Catalog > Products and choose the product you want to configure a special price for.
2. Scroll down to the Price field and click on Advanced Pricing.
3. Enter the Special
Magento catalog price rules is one of the greatest built-in marketing tools the platform provides. They allow you to implement discounts and run sale campaigns more easily without any third-party implementations, same as cart price rules.
So, in this article, you will learn everything you need to know about Magento 2 catalog price rules, how to configure them and what differentiates them from the cart price rules.
Without any further ado, let's dive in and define what stands by catalog rules.
What is Magento Catalog Price Rule?
Magento catalog price rule is a set of conditions based on customer group, product attributes, and other conditions you use to assign discounts to products in the catalog.
If the product falls under conditions of the catalog prices rule, the discount is applied to it and displayed directly in the catalog.
Due to that, catalog price rules don't use coupon codes and customers see discounts while browsing through your store. This encourages them to purchase more.
When running an eCommerce store, you need to dedicate a great deal of time to managing your products. You may need to update them, transfer them to a different directory or a new website, or submit them for external analysis.
That's exactly when you need Magento product export. If you don't know how to do it, don't worry. We've got you covered. In this article, you'll learn to export products in Magento 2.
Want to upload your products to the comparison lists or marketplaces? Check out the Magento 2 Google Shopping Feed extension and let a wider audience know about your store.
To export products in Magento 2:
1. Navigate to System > Data Transfer > Export.
2. Choose Products as the Entity Type and CSV — as the Export File Format.
3. Tick the Fields Enclosure checkbox if you want to enclose the incorrect symbols during export.
4. Filter through the table of product attributes and select only those you need for export. If there are attributes you want to Exclude, just tick the
"In Stock" and "Out of Stock" options in Magento 2 store are important components of your inventory management. They give your customers information about the availability of the products.
Thus, it's recommended to display Magento 2 product stock status to improve customers shopping experience and show a professional, customer-oriented approach.
In Magento, you can set up stock for each product separately and configure the catalog stock options for all products at once. So, today, you'll learn how to do this.
To manage Magento 2 stock you need to navigate to Stores > Configuration > Catalog > Inventory.
Configure Magento 2 Stock Options
Magento 2 Stock Options apply to the entire product catalog. To configure it:
1. Enable the Decrease Stock When Order is Placed option in order to decrease the number of products in stock once someone purchases the product.
2. Enable the Set Items' Status to be In Stock When Order is Cancelled option to increase the number of products in stock once
Did you know that about 92% of consumers look for special offers before buying online? Discounts and coupons hold a special place in every eCommerce store's strategy. They help to increase conversion rates, drive customers' attention to certain products and boost revenue. However, none of this is achievable unless you know how to manage sales effectively.
In this comprehensive guide, you'll learn all about Magento 2 discounts and how to create them. We'll also cover where to promote your coupons, and how to deliver unique discounts to customers' email boxes automatically, not without resorting to some cart extensions along the way.
How to Create Discounts in Magento?
Since Magento provides multiple ways to create discounts, you might not even use all of them. So, let's cover how you can provide discounts in Magento to ensure you use the platform to its full extent.
Want to track price changes in your store? Get Magento 2 Price History Extension and display the lowest price over a certain