Page 3 - configuration

Customer-store communication is a thing that often determines whether customers will turn into regular buyers. So once you configure the sales emails in your store and customize email templates, there is only one thing left. You should also think about attaching PDF files to transactional emails. 

It makes it easier for customers to find all order-related information and reduces the workload for managers who usually send these documents separately. 

In this guide, you'll learn how to attach PDF files to sales emails in Magento. No code editing. You simply need the Magento 2 Email Attachments extension.

To attach PDF files to emails in Magento: 

1. Navigate to Stores > Configuration > Magefan Extensions > Email Attachments and start configuring the file attachments.

2. Choose whether to Attach Order, Invoice, Shipment and Credit Memo PDFs by enabling a corresponding option. The extension will generate these files while sending emails. 

3. Enable the Attach Terms and Conditions PDF

Magento 2 is a platform that allows you to manage multiple products and process multiple orders. However, unlike with products, no option allows you to delete orders in Magento 2. So in this guide, you'll learn how to delete orders in Magento 2 with no technical skills or code editing involved. You just need the Better Magento 2 Admin Order Grid Extension.

When You Need to Delete Orders in Magento?

These are just a few cases when the Magento 2 delete order option might come in handy.

• To ensure the ordering process is flawless you run a lot of tests. Thus, you create a lot of test orders you don't actually need.
• If there are a lot of cancelled or closed orders you might want to remove them from the grid to keep it organised.

How to Delete Orders in Magento 2?

To delete orders in Magento 2 you need to have some technical background. However, with the Better Admin Order Grid extension you can easily do it from the admin panel. 

Watch this short video to see it in action or follow the steps

Related products, cross-sells and up-sells in Magento all have the same purpose — to offer customers more options to choose. So, once customers get interested in the related items, they start comparing the features to get the best product. 

However, going back and forth between tabs doesn't make it easier. And that's the moment you don't need to waste. 

So, in this guide you'll learn how to make comparing products easier for your customers, without using the default Magento compare product feature. We'll be using the Magento 2 Auto Related Products Extension to enable the compare template for related products. 

To enable compare product template for related products in Magento: 

1. Navigate to Marketing > Automatic Related Products > Rule and start creating the auto-related product rule. 

We won't stop on each of the options, since they are the same for each related product rule. You need to configure the basic rule information, specify where/when to display the compare products blocks

Since more than 70% of people check reviews before making a purchase, you're far ahead of your competition if you have trustworthy reviews. However, collecting them might not be that easy. And that's where we step in with the Magento 2 Google Customer Reviews extension to simplify the process. 

This tool allows you to set up Google Customer Reviews in Magento, automate the reviews collecting and show the rating badge on every page of your store. 

Eager to build trust and improve your customers' loyalty?

To set up Google Customer Reviews in Magento you need to get your Google Merchant ID first. For that navigate to your Google Merchant Center and find your ID next to the website name at the top right corner. 

Copy it and move it to the Magento admin panel to continue the setup.

General Settings

To configure Google Customer Reviews in Magento 2, navigate to Stores > Configuration > Magefan Extensions > Google Customer Reviews and fill out the General settings.

• Paste your Google Merchant

When you set up cross-sells in Magento 2 you not only increase the average order value. You help people find relevant products that might go well together. This could be the gym gear, home appliances, some recipe ingredients, and plenty of other variations. 

In default Magento you can add cross-sells manually. However, if you have the Magento 2 Auto Related Products Extension, you can set up the "Who Bought This Also Bought" blocks and offer products in bundle packs.

So, today you'll learn how to set up bundle packs in Magento 2 and allow people to buy several products at once. 

To set up bundle packs in Magento 2: 

1. Navigate to Marketing > Automatic Related products > Rule and click on the Add New Rule button.

2. Fill out the basic rule information. 

• Specify the rule Name, and Description, and set a Priority.

• Choose the Customer Group your bundle packs will be visible to, and Store View it will be displayed on. 
• Set the Date From and Date To in order to define the time range

When selling brands it's important to let your customers know you sell them, so it's easy for them to navigate your catalogue. One way to do it is through attributes. You create a brand attribute and display it on the product page. The other is to create brand categories. 

However, today we'll talk about the most straightforward way — adding brand logo and description to product pages and lists. All you need is the Magento 2 Dynamic Category Extension. 

To add brand logo and description to product pages in Magento 2: 

1. Navigate to Catalog > Categories and create categories for your brand if you don't already have them. To speed up the process you can use patterns to create categories.

2. Upload the brand logo as a Category Image and add a Description for each brand category you have. 

3. Go to Stores > Configuration > Magefan Extensions > Dynamic Category > Shop by Brand and

Nowadays, people become so attached to brands, they tend to buy only certain labels. Thus, it makes sense for you to gather the branded products you sell under neatly organized dynamic categories. This helps customers navigate through their favourite brands more easily and find them faster. 

So, today, you'll learn how to set up the Magento 2 Shop by Brand page using the Magento 2 Dynamic Categories. 

Should we start?

1. Create Brand Categories

The first step before you create any dynamic category rule is to create a category where you'd like to add products. You can do that the default Magento way — manually. However, there is a faster way. You can create categories by pattern. This allows you to create and put products into brand categories based on attributes automatically.

Intrigued?

So, first, navigate to Catalog > Dynamic Category > Rules and press the Add New Rule button to start.

Fill out the rule information and choose Pattern as the Category Type. Then, choose the Default

Regardless of the reason why customers want to return a product, you need to be ready to satisfy that request. Magento is very straightforward with refunds, and so is our Magento POS System. 

You obviously won't go to the Magento admin panel to create a refund. You can do it directly in the POS frontend. The process is completely the same as in the Magento admin panel. You just do it on the POS frontend.

To create refunds in Magento POS:

1. Navigate to Sales on the POS frontend left flyout menu.

2. Choose the order you want to create a credit memo for and press the Credit Memo button.

3. Check the order information if necessary and press the Refund Online button. 

And that's how you create refunds in Magento POS. The refunded items are automatically returned to stock. 

Additionally, you can view all refunded items in the Credit Memos panel or check POS Z and X reports.

However, refunds are just one thing you need to manage in POS. So check out our guide on how to manage POS on frontend

Browsers continue to restrick more user's data which results in big data gaps and makes it hard to track customers' journeys. Besides, it's not a secret a lot of users use ad blockers or simply don't accept cookies while in your store.

So, even if you set up Google Analytics 4 for your Magento website, it doesn't mean you will be collecting all the data. But we have a solution.

Today you'll learn about the future of data tracking — server side tracking — and find out how to set up server side tracking in Magento. Spoiler alert: we'll use the Magento Google Tag Manager for that.

It's not an entirely new concept, but still, before we jump to the configuration steps, let's define what is server side tracking.

What is Server Side Tracking?

Server side tracking or server-to-server tracking is a tracking that runs in the server side environment. It enables you to fire tracking pixels and codes from your server instead of the users' browser.

Thus, your server fires tracking pixels and communicates

The order of the address fields on checkout matters, especially if you sell in different countries. That's why you need to know how to rearrange the order of address fields in Magento checkout to make it as customer-oriented as possible. 

It is a relatively simple task if you are a developer. So most guides on how to change the order of checkout fields show the code editing scenario. But not this one. 

Today you'll learn how to reorder Magento checkout address fields directly from the admin panel using Better Magento 2 Checkout. 

To reorder address fields on Magento checkout page: 

1. Navigate to Stores > Configuration > Magefan Extension > Better Checkout > Shipping Address Fields Position. 

2. Change the order of Shipping Address Fields by setting the sort order value (there is a separate option for Billing Address Fields). 

Don't forget to Save the settings once you finish and check the checkout address fields

Although you add a blog link to the Shopify navigation menu, it might not be enough to drive people's attention to your blog, especially when they land on the homepage. Thus, you can also add some featured blog posts to the Shopify homepage with the Magefan Shopify Blog App. 

The best thing about it is you can control what posts are displayed to visitors on your homepage. And you don't need to edit the source code or create custom templates.

Should we start?

To add featured blog posts to the Shopify homepage: 

1. Navigate to Sales channels > Online Store. 

2. Find Themes and click on the Customize button.

3. Scroll to the Apps section, click on the Add block button and add the Magefan Featured Posts block.

4. Set the Title you want to be displayed on the homepage. Then set the Post Ids and choose Template Type. 

Blog is a perfect place to promote your products and encourage customers to buy more. However, this could work both ways. Why not add related posts to product pages in Shopify the same way you add related products to posts?

Think about it. If customers have some doubts about a product, you can unveil their doubts with a comprehensive product review or simply keep them engaged with some other content. 

If that's what you're looking for, keep reading and learn how to add related posts to Shopify products using only Magefan Shopify Blog.

To add blog posts to products in Shopify:

1. Navigate to Sales channels > Online Store. 

2. Go to Themes and click on the Customize button.

3. Switch to Products > Default Product to edit the template of the product page and add related posts to products.

4. Find the Apps section and click on the Add block button to add the Magefan Related Posts block. 

Your Shopify homepage should highlight all the best things in your store — products, services, testimonials — to make an impression. And if you also manage a blog in Shopify, why not get your customers hooked on some of your content?

Default Shopify Blog doesn't allow you to do that. But Magefan Shopify Blog does. So, in this guide, you'll learn how to add recent blog posts to the Shopify homepage.

To add recent blog posts to homepage in Shopify:

1. Navigate to Sales channels > Online Store. 

2. Go to Themes and click on the Customize button.

3. Find the Apps section, click on the Add block button to add the Magefan Recent Posts block.

4. Set the Title of the blog posts block and choose the Template Type.

Don't forget to press Save after you add recent blog posts to the Shopify

Although editing orders in Magento has a lot of benefits, you have to keep an eye on what information is changed and who changes it. It could be that you don't want invoiced orders to be edited or want to limit certain users' rights to edit orders.

For that, you need order editing restrictions that come with the Magento 2 Order Editor. By default any admin user can edit any order with any status. If that's not the desired case for you, keep reading to learn how to restrict order editing.

To restrict order editing in Magento 2:

1. Navigate to Stores > Configuration > Magefan Extensions > Order Editor and start editing the restrictions settings.

2. Select the order statuses you want to allow users to edit in the Allow Edit Orders With Statuses field.

3. Choose whether you want to Allow Edit Invoiced/Shipped/Refunded Orders.

4. Enable the Restrict By Super Users option to restrict the right to edit orders for certain users and select these users from the Super Users list.

When managing a lot of POS locations and having multiple cashiers in each of them, you definitely need to delegate tasks. Still, not each of your sales managers has the same set of responsibilities. 

Correspondingly, not every one of them needs to have access to the same resources. This ensures a safe environment at your point of sale and helps to track what actions your sales managers take. 

For that, you need the access control list (ACL) our Magento POS System offers. 

To configure POS Access Control List in Magento: 

1. Navigate to System > Permissions > User Roles and choose the cashier role you've created before.

2. Switch to the Role Resources and tick the resource you want to be available for your cashiers in the POS frontend.

You can choose among: 

• Custom Product Price
• Custom Product Name
• Custom Sale 
• Update Source Inventory

Limiting users access to all POS features ensures a secure POS management. Someone responsible for restocking can have access only to the source inventory

When you manage online and offline stores you have to be ready that some people might want to checkout as customers, not guests. Luckily, the Magefan POS system for Magento offers that. So you can tick that point. 

However, what if someone who hasn't created an account online, wants to create one at your point of sale?  Would asking them to go online and sign up be too much? It would. 

That's why to provide the best customer experience you need to create customers in Magento POS directly.

Ready to learn how?

To create customers in Magento POS:

1. Log in to your POS location as a cashier and choose a terminal. 

2. Click on the customer icon on the right top corner of the shopping cart panel. 

3. Specify the customer's First/Last Name, and set an Email. 

4. Choose whether you want to sign a customer up for the newsletter and allow remote shopping assistance for them.

5. Press the Create an Account button and you've created a customer in POS!

If you also want to add an address

Displaying related products in Magento catalogue definitely boosts conversions, especially if those products are dynamic and change regularly. However, to make the most of this feature you shouldn't focus only on product pages. Try to display products on Magento CMS pages as well. 

It could be the About Us, Customer Service or any other page custom CMS page. However, since the homepage is the most important CMS page, we'll focus on that today. 

Create Relate Products Rule

To display products in Magento CMS pages you need the Magento 2 Automatic Related Products Extension. It allows you to display products by category, or by any other product attribute on CMS pages. 

1. Navigate to Magefan > Automatic Related Products > Rules and start adding a new rule.

2. Enable the rule, give it a Name, Description and Priority.

3. Specify what Customer Group and Store View to enable

Although special prices and discounts encourage customers to buy from you, they might still need a little "push" before making a decision. So, to dispel all doubts customers might have about the sale, you can enable price tracking in Magento 2. 

Moreover, if you want to sell in Europe, you are required to do that by the EU Omnibus Directive. This requires you to show the lowest price of a product over a certain period of time. 

If you want to be transparent about price changes in your store, you've landed on the right page. 

Today, you'll learn how to enable price tracking in Magento 2 with the Magento 2 Price History Extension. 

To enable price tracking in Magento 2:

1. Navigate to Stores > Configuration > Magefan Extensions > Price Tracker and enable the extension.

2. Select what pages to Display The Lowest Price On. 

3. Choose whether to Display lowest price Only For Discounted Products or all products in your catalog. 

When it comes to image optimization in Magento, WebP is one of the concepts you'll definitely come across. So, if you're wondering why you can't upload WebP images to Magento 2 by default we have the answer. The platform simply doesn't allow that. 

Nevertheless, you'll learn how to do this with our Magento 2 WebP Images Extension. 

To upload WebP Images to the Magento 2 admin panel: 

1. Install WebP Images Plus on your Magento 2 store and enable the extension. 

2. Navigate to any product or content page you'd like to upload WebP images for.

3. Upload WebP files through the media tool, like you usually do and Save the page. 

4. Check your WebP image on the frontend by using the developer browser tools. 

You can also find a detailed guide on how to test WebP images in the following video.

So the image will be recognized only by WebP-friendly browsers. Visitors from non-WebP browsers won't

Having a multi-language store in Magento 2 is a great advantage, especially if you also manage a blog. It's a perfect way to share your content with a global audience.  

Yet, to complete this task you have to translate your blog for all store views you have. That said, the translation of blog categories in Magento is something you'll have to deal with. 

To translate blog categories in Magento 2:

1. Navigate to Content > Blog > Categories and select the category you want to translate.

2. Set the Enable Category option to Yes.

3. Translate the Category Title and select a corresponding Parent Category, if you have any.

4. Add a translation of the category Content.

5. Go to the Category in Websites section and choose the Store View you want this category to be displayed

The way your blog pages appear on social media definitely influences the clicks they get. Besides, once you configure social sharing buttons for your blog in Shopify, you need to make sure they are displayed properly. 

Shopify usually handles OG tags on a theme level. So, for them to appear on some specific pages, like blog, you need to make certain changes to the theme.

In this article, you'll learn how to do that step by step and make your Shopify Blog pages more attractive and clickable on social media.

To enable OG tags for the Shopify blog:

1. Navigate to Sales channels > Online Store.

2. Go to Themes, click on the three dots (near the Customize button) and select the Edit code option.

3. Find the theme.liquid file and open it. 

4. Find in theme.liquid file row with the {% render 'meta-tags' %} code. All you need is to move OG tags from the meta-tags file to the theme.liquid file so our Blog app can use the OG tags.

5. Insert the following code before the {% render 'meta-tags'