Page 5 - Magento 2 User Guide

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.

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.

Did you know it takes about 2.6 seconds for customers to land their eye on the area of a website that influences the first impression? The homepage is one of the most important pages of your website that tells your visitors about your brand and the range of services you provide. A poorly designed and structured homepage leaves a bad impression and discourages people from browsing.

Regarding this, except for the content blocks, you should display Best Seller and New Arrival products on homepage in Magento 2. It will increase customer retention and encourage people to check out your catalog.

So in this guide, you'll find answers to the common questions of how to display new products or products from specific categories on the homepage of your website.

To display products on homepage in Magento 2:

1. Go to Content > Pages and find the Homepage to Edit.

2. Find the Widgets tool.

3. Select the Catalog Products List from the provided widgets.

4. Fill out Widget Options.

• Set a Title that will

Imagine that you need to display a sale offer, share news, or notify your customers about an upcoming event. What is the first option that pops up in your head? Perhaps, banners. These are some of the best solutions when you need to encourage customers to participate in your campaigns. 

In Magento, you can add a banner to pretty much any page in your store: homepage, category, product, customer account, and CMS page. You can do this either via Magento insert image functionality or different Magento 2 Admin Extensions.

In this guide though, you'll learn how to manage banners in Magento without too much effort. And we're getting started!

Add Banner in Magento via Blocks and Widgets

The most basic way to add banners in Magento is through the widgets.

1. Go to Content > Blocks and press the Add New Block button.

2. Enable the Block, specify its Title and Identifier, and select what Store Views to display it on.

3. Press the Image Insert tool in your editor, add the banner, and don't forget

Magento shipping methods refer to the price and method of delivering products to customers. Just like Magento payment methods, shipping options are important elements of the customer journey that can influence their purchasing decision. 

That said, the more options you provide, the more diverse the experience your customers get. Fortunately, there are different shipping methods available out of the box. So you can create a flexible checkout experience for your customers.

In this guide, you'll learn about the basic shipping settings in Magento 2, review all default Magento shipping options, and discover tips for effective shipping methods management.

Let's begin!

Configure Magento Shipping Settings

Before we get to the shipping methods you need to configure the Magento 2 shipping settings. It is necessary so Magento can calculate the taxes and shipping costs based on the shipping origin.

Thus, navigate to Stores > Configuration > Sales > Shipping Settings and configure Origin and Shipping

Magento 2 related products are one of the best in-built tools to boost sales and improve the customer shopping experience. It is also a great way to increase the average order value and encourage customers to buy more. When managed properly, Magento related products can yield outstanding results.

So, today you'll learn how to add Magento 2 related products block to product pages. We'll also share how to add related products to categories, CMS pages, and shopping cart, and turn the process into auto-related products.

Before we more any further, let's define what related products are in Magento are how they are different from the cross-sells and up-sells. 

What are Magento 2 Related Products?

Magento related products is a feature that allows you to add additional items to the product page to provide an alternative option. Unlike cross-sells and up-sells, related products don't have to be pricier or unrelated to the product customers initially landed on.

Related products are usually based

Revenue is the ultimate goal that drives every marketing decision of a business. In Magento there are plenty of tools that help to increase sales, among which cross-sell and upsell definitely stand out. 

These are product recommendation options that enable you to encourage customers to buy more.

Since many often get confused about the upselling & crossing options and related products, we'll define the difference between upsell and cross-sell in Magento. Besides, we'll show you how you can add them in Magento admin.

What is upsell?

Upsells are products displayed on the product page and used to increase the average order value. These are usually products of the same kind as the one customers have landed at, but with better quality and higher price.

Upsells encourage customers to buy more expensive products instead of the ones they are viewing. So if you're selling hoodies, you can add more costly hoodies from better materials as upsells.

What is Cross-sell?

Cross-sells are products displayed

Magento Page Builder is an advanced content creation tool available from Commerce edition 2.3.1 and Open Source 2.4.3. It allows you to create rich content faster. It is due to the extensive set of features Page Builder goes with like: full-page layouts, different content types, custom product attribute input types, drag, and drop page design, etc.

Though it is a really handy tool that significantly improves content creation for multiple Magento store pages, some still prefer to use the WYSIWYG editor.

So, we'll show you 2 different ways how you can disable Page Builder in Magento 2 admin panel.

Before you ask, it is not recommended to disable it via the command line since it could break multiple layouts.

To disable Page Builder in Magento 2 navigate to Stores > Configuration > General > Content Management > Advanced Content Tools and disable the Page Builder option.

Once you disable Page Builder via this method, you won't be able to use it on any of the products, categories, CMS pages,

Magento 2 recently viewed products and Magento compare products are the default features of the platform. They allow you to use widgets to display products customers have recently viewed or compared.

Your customers don't have to spend time going through the catalogue looking for the products they liked on their last visit. Once they come back to your website, these products will be waiting for them.

Before adding the recently viewed and compared products to any of your Magento 2 store pages you need to go through the list of general options.

Configure Magento 2 Recently Viewed/Compared Products

Follow these steps to configure the Magento 2 recently viewed and compared products:

1. Go to Stores > Configuration > Catalog > Catalog and unfold the Recently Viewed/Compared Products section.
2. Choose whether to Synchronize widget products with backend

Once customers land on the Magento checkout page, they expect to go through the order placement process fast and easily. So, it is your job to take care of the Magento checkout options that define the attributes of the checkout page and the layout. 

Magento checkout page configurations are relatively simple, as you will see.

To configure Magento checkout options:

1. Navigate to Stores > Configuration > Sales > Checkout > Checkout Options.

2. Enable Onepage Checkout as a default format.

3. Allow or disallow Guest Checkout to define whether customers will be able to go through the checkout without registration.

Note: if you like, you can still convert guest orders to customers after checkout for marketing purposes.

4. Enable Terms and Conditions.

5. Decide where to Display Billing Addresses. 

6. Set the Maximum Number of Items to Display in Order Summary.

Don't forget to Save Config and go to the checkout page to check the options you've just configured. 

Though default Magento checkout

UPS Carrier — United Parcel Service — is a trusted and well-known service that offers international and domestic shipping services by air or land to more than 220 countries. 

Correspondingly, except for other Magento 2 shipping methods, you should definitely check UPS as a delivery option for your customers. However, note that though UPS uses dimensional weight to determine shipping rates, Magento only used weight-based calculation.

Today, you're going to learn how to configure UPS carries in Magento step-by-step.

1. Create UPS Shipping Account

Navigate to UPS and sign up for an account if you haven't got one yet.

Next, you will have to find the Get Started with UPS link under the Customer Service, choose how often you want to ship, and open the payment account. 

2. Enable UPS for Magento 

• Go to Stores > Configuration > Sales > Delivery Methods and Enable UPS for Checkout.
• For United Parcel Service XML fill out the following:

1. Enter the UPS credentials: Access License Number, User ID,

Imagine customer frustration when they browse through your catalogue just to find that the product is out of stock. If you don't display out of stock products in your store, or at least have the back-in-stock category set up you're losing conversions. Not speaking about the customer experience. 

Luckily there is a solution — Magento 2 out-of-stock notification or Magento product alert. The best thing is that it's a native Magento feature. So, you don't need any third-party integration to enable out-of-stock notifications in Magento.

Ready to learn how?

Enable Magento 2 Out of Stock Notification for Customers

1. Enable the Display Out of Stock Products option in Stores > Configuration > Catalog > Inventory.

2. Navigate to Stores > Configuration > Catalog > Catalog > Product Alerts and enable the Allow Alert When Product Comes Back in Stock option.

You can customize Magento 2 email template for stock alerts if the default one doesn't fit your requirements and set the Email Sender.

Sales, discounts, and special offers drive people to your store and help to gain their loyalty. However, the smarter you manage them the more effective they turn out to be. 

Magento 2 coupon code is an integral part of every sale on your Magento 2 store. Those codes are applied via the cart price rules, and you can create them for certain customers, separate customer groups, specific products, and the entire catalogue. Besides, you can do that in bulk or separately. 

Sounds quite promising, right?

So, let's teach you how to create coupon codes in Magento.

How to Create Coupon Code in Magento 2?

To create a Magento coupon code take the following steps:

1. Navigate to Marketing > Promotions > Cart Price Rules and press the Add New Rule button.

2. Set the Name for the rule and add the Description.

3. Activate the rule and select the Websites the coupon code will apply on.

4. Specify the Customer Groups a coupon will work for.

5. In the Coupon field, select a Specific Coupon and enter

Magento 2 order processing is a constant flow of customers, orders, shipments, restocking, and other important backend and frontend tasks. While most of these tasks are easy to complete, the real challenge appears when customers make mistakes in their orders. In this case, you need to cancel orders in Magento 2. 

So, in this guide, you'll learn how to do that in two different ways.

Why Cancel Orders in Magento? 

The most common case when you need to cancel orders in Magento is when there is something wrong with the ordered items or customers just want to return them. Nevertheless, if the reason for the cancelling is not the refund, you can still edit orders without cancelling instead of creating a new order.

For that, you need the Magento 2 Order Editor. This solution helps you edit any order details from order number, and customer name to ordered items and tax classes. 

If you still want to cancel orders in Magento, refer to the options below.

Cancel Order in Magento 2 via Grid and

Cart abandonment is one of the eCommerce issues a lot of merchants struggle with. Same as in any other online store, people might leave their shopping carts for reasons you'd never guess.

Still, it is something you have to deal with to improve sales and encourage people to finalize the order. Magento persistent shopping cart is one of the multiple ways you should explore to reduce cart abandonment in your store.

In this guide, you'll learn what it is and how to configure it for your benefit.

What is Magento Persistent Shopping Cart?

A persistent shopping cart in Magento is almost the same as a regular Magento shopping cart. However, the persistent cart can store products customers added to the cart for a period specified in the configuration, up to one year.

The persistent cookie remains active even after the session cookies expire. This allows keeping track of the cart items after customers sign out of your website.

Moreover, persistent shopping carts follow the customer ID which enables

Magento shopping cart is a key step in your checkout process, and unfortunately, the one where customers are very likely to drop off. Things like unexpected costs, confusing navigation or incorrect product images can cause many people to abandon the cart.

That's why it's crucial to understand and optimise your cart settings to avoid abandonment and increase sales in Magento.

In this guide, you'll discover the key features of the Magento shopping cart and how to set it up the "right" way. We'll also cover how you can manage and optimise your cart for the best user experience.

Benefits of Magento Shopping Cart

As we've already said, the shopping cart plays an important role in the customer's journey.

When configured properly, it can bring tons of benefits for you and your customers.

Benefits for merchants

Perhaps you haven't even thought about any benefits except sales here. However, the Magento shopping cart brings more than that.

• Increased sales: you can show related products in your cart

Successful business is not only a business people buy from, it is a business people rely on and trust in. One of the factors that can undermine that trust is security. Thus, any measures taken to improve Magento security won't be redundant.

Magento 2 CAPTCHA is a great built-in feature you can use to create a safe environment for your customers and admin users.

However, is it enough?

Same as you come up with new ways to protect your store, sophisticated attackers never stop discovering your weak spots. That's why you just have to consider going the extra mile with Magento 2 Google reCAPTCHA and we're going to help you implement it.

Plenty of businesses shift to eCommerce, regardless of the dangers that await them since there is a growing need to move online. And it is not the poor traffic or small conversion rates we're talking about. 

One of the most threatening disadvantages is the robot and brute forces attack your website undergoes regularly. Still, if you choose Magento to run a business on you can breathe a sigh of relief and rely on Magento 2 security measures.

Today we'll talk about the standard Magento CAPTCHA and how you can configure it for both admin users and storefront customers to prevent spam.

However, let's come down to the basics first.

What is CAPTCHA?

CAPTCHA is a challenge-response authentication and a security measure that consists of the randomly generated sequence of numbers and letters in a distorted image which you have to type into the text box.

It is a simple test that stands for "Completely Automated Public Turing test to tell Computers and Humans Apart" and, correspondingly, helps

Website speed is a crucial factor for ranking high in SERP, getting new customers, and improving conversion rates in general. It is also extremely relevant to the overall experience of your customers.

While website speed influences a lot of things, multiple factors slow it down which requires your attention constantly.

The one we want to cover today is Magento 2 full page cache that is provided by default.

In this guide, you'll learn everything you need to know about Magento 2 full page cache and how it works. It will enable you to improve Magento website performance with the free caching solution Magento goes with.

Magento admin security is one of the most important things on your website to pay attention to. Even if you have an extensive customer database and great conversion rates, one security breach is enough to ruin all of that. 

Though the platform has a comprehensive approach to security, you have to cover all of the smallest details to improve Magento security. You can never overdo it.

 In this article, we want to talk about Magento admin security and how you can configure it to avoid brute force attacks and other malicious actions.

Step 1: Configure Magento Admin Security Options

1. Navigate to Stores > Configuration > Advanced > Admin > Admin Security. 

2. If you want to prevent admin users from logging in from different devices disable the Admin Account Sharing option. 

3. Choose the method to manage password reset requests in the Password Reset Protection Type select box.

• By IP and Email — admin user can reset their password in the online mode after a reset notification response