THE

COMPLETE
MAGENTO 2
BASIC COURSE

MAGESTORE

About the book

Its recommended for a newbie of Magento 2, or who doesnt have enough time for a
massive knowledge to build a Magento 2 eCommerce store.

So in this book, we will give you a proper Magento 2 Basic Guide, help you install and
set up a basic Magento 2 eCommerce Site as quick as possible with both detail article
tutorials.

In this book, youll learn:

1. "How to build Magento 2 Site?" Series

2. What is Magento 2?
3. Magento 2 Installation on localhost via XAMPP
4. Common Error when Installing Magento 2 on localhost
5. Magento 2 General Configuration
6. Magento 2 Products
7. Magento 2 Product Categories
8. Magento 2 Product Attributes
9. Advanced Product Settings in Magento 2 Products
10. Magento 2 CMS
11. Magento 2 Sales Management
12. Tax Rates, Payment Methods and Shipping Methods in Magento 2
13. Promotion in Magento 2
14. Magento 2 Customers
15. Third Party Solution in Magento 2

1
Copyright

Author
[MAGESTORE]

Copyright 2017 [magestore]

This book may be gave away for educational, business, promotional use. For more
information, contact our marketing department: [ +1-606-657-0768] or
[
support@magestore.com]

While every precaution has been taken in the preparation of this book, the publisher and
authors assume no responsibility for errors or omissions, or for damages resulting from the
use of the information contained herein.

2
About the author

Magestore started up in 2009, right after Magento was launched. From our starting point to
the current position in top Magento Marketing Extension Providers for , we've never changed
our mission to be innovative in marketing function of extension and supportive in customer
care.

We owe a huge thank to our customers and partners for their on-going
companion and we hope that you'll soon take the first step with us for your thousand mile
business.

Visit Magestore Website:

http://www.magestore.com

Visit Magetore Magento extensions:

http://www.magestore.com/magento-extensions.html

Visit Magetore Magento 2 extensions:

http://www.magestore.com/magento-2-extensions.html

3
The Complete Magento 2 Basic Course. How
to Build a Magento 2 eCommerce Store?

In Magento 2 Tutorial, we try as much as possible to make Magento 2 simple and

friendly, however these tutorials are significant knowledge which cant be acquired in a
matter of one day or two. Its recommended for a newbie of Magento 2, or who doesnt
have enough time for a massive knowledge to build a Magento 2 eCommerce store.

So in this book, we will give you a proper Magento 2 Basic Course, help you install
and set up a basic Magento 2 eCommerce Site as quick as possible with both detail
video and article tutorials. For a total overview, you can read in the posts below:

What is Magento 2? First step to build a Magento 2 site.

List of Magento 2 Basic Guide posts.

Prepare Host and Domain

To make a live site, you must prepare Host and Domain for your site. However if you
skip using Host and Domain, you can still be able to create a Magento 2 Site. We
suggest to build Magento 2 eCommerce site first, then prepare the host and domain
for your site later. We will give you full instructions about these things in a near future:

What is Domain? How to get Domain for Magento 2?

What is Host? Why you need Magento 2 Hosting?

4
Okay, lets head to Magento 2 installation. Read the content below.

Install Magento 2 site

Normally, for a quick test, or in case you want to research more about Host and Domain
before purchasing, you can easily set up a Magento 2 site. There are many ways to do
this, but we only give you one quickest and easiest method to install Magento 2. Know
how to do it in:

Magento 2 Installation on localhost via XAMPP.

Set up Magento 2 Store

After installation, you need to follow these steps to configure Magento 2 Store settings
and manage all of these elements:

1, In Stores, you need to know about General Configuration in Magento 2.

2, In Products, you need to walk through these 4 steps:

How to use Products Dashboard.

Categories in Magento 2.
Product Attributes in Magento 2.

5
 Advanced Product Settings in Magento 2.

3, In Content, you will know about Magento 2 CMS.

4, In Sales, you can manage your Sales with 2 parts:

Magento 2 Sales Management.

Tax Rate, Payment Methods and Shipping Methods in Magento 2.

5, In Marketing, you will have an overview of Promotion in Magento 2.

6, In Customers, remember how to add and manage Customers in Magento 2.

7, Finally, we will give you some essential third party solutions for your Magento 2 site.
Moreover, you will understand how to use Magento 2 Themes and Extensions for your
store.

In conclusion

Till now, you are having a proper Magento 2 Store. We hope you enjoy this guide and
dont forget to read more advanced tutorial in Magento 2 course. Thank you and see
you again.

6
What is Magento 2? First step to build a
Magento 2 site

You may somehow have visited my website for a purpose? And I believe I know the
main reason why you are here, reading this post. Because you are trying to figure out,
study, or research of Magento 2 a successor of the former open source platform
Magento. You are waiting for a help to answer one question: how to build ecommerce
website.

In order to build ecommerce website with Magento 2, and still professionally, you
should have tons of knowledge of Magento, as well as required conditions for building a
proper site such as hosting, domain name. Problem is, you have zero knowledge. But
dont worry, if you want to build a Magento 2 website, just collect your desire to learn
and ability to use computer, you can learn how to use Magento 2 quickly. This series is
designed to guide you through 15+ lessons in the field of creating an own Magento 2
site, even for a newcomer.

Or, you are an expert in Magento 1, believing that your Magento store will stay the same
forever. Its time for you to think again. Since the release of Magento 2, Magento will
update and support their latest platform better than the previous version. According to
some sources, Magento CE 1.9 will stop in 2018, and then the store owners wont
receive latest update as well as security patches for their precious store.

What you could learn from this series?

A LOT, I can assure you that. During nearly one year, I have been asked many basic
questions such as: How can I build a Magento 2 site?, Why following steps to install
Magento 2 does not work?, Where can I find Magento log file? or even Why I need

7
Magento 2? All those questions urge me and my team to complete this series as soon
as possible.

In this series, you will be guaranteed with the most basic things of Magento 2, which
you can how to build ecommerce website. Even if you cant install Magento 2, I will
share you the easiest way to perform.

Who are the targets of this series?

This series will provide the most basic things in Magento 2, so any present and future
shop owners will benefit the most. However, because this series will start with the basics
and end with more advanced topics, web programmers who are familiar with PHP and
want to start with Magento 2, or who have worked with Magento 1 will also need this
tutorial to know how things work in Magento 2.

What is Magento 2?

History of Magento

Magento 2 is the latest upgrade of Magento, which was originally developed by Varien
Inc, an US private company headquartered in Culver City, California, combining with the
voluntary assistance. Started officially in 2007, which to be more certain, August 31 is
the date of first public beta version release. Then Roy Rubin, CEO of Varien decided to
sell a substantial of 49% share to eBay. Later, eBay acquired ownership 100% of
Magento 2 on June 6, 2011, but spun out as an independent company by new owner
Permira private equity fund on November 3, 2015.

8
On November 17, 2015, Magento 2 was officially released. Inherited lots of success
factors of Magento, Magento 2 also present modern technologies and structure, as well
as modified directory structure but more simplified customization. Now Magento 2 and
Magento 1 are existing simultaneously.

Overview of Magento 2 Features

Like almost current platforms, Magento 2 consists of both frontend and backend (or
Admin Panel), one for administration and one for customers of store. Now lets take a
close look.

a, Backend features

In comparison with Magento 1, Magento 2 Admin Panel is much more intuitive and
friendly. In Magento 1, you enjoyed the horizontal menu on the top of Admin Panel, like
this:

9
But the menu in Magento 2 is vertical on the left, and is designed with flat type.

In most review of new interface in Magento 2, the backend interface delivered both
improved utilizing and be friendly with larger click and tap button. Clearly, Magento 2
aims directly at merchant targets, who are almost non-technical users.

_ Dashboard:

10
The dashboard emphasizes more at Lifetime Sales and Average Order, highlight both
Lifetime sales and Revenue 2 factors that store owners care most. You can also
enable/disable chart to show revenue in a variety duration of time. The old 4 tabs is
bigger, much easier to click.

_ Sales: Just like the Dashboard, all sub categories in Sales: Orders, Invoices,
Shipments, Credit Memos, Transactions, Tax display bigger tables. However, Order
View of Magento 2 is not just big but also long, making you scroll more and therefore,
this Order View is more irritating. There is a new sub category Billing Agreements
replaced Terms and Conditions.

_ Products: There is no category called Catalog anymore. The tables are bigger but not
allow customize quantity of products per page like Sales category. Also, there are lots of
default view.

11
Store view separates in basics settings and advanced settings for best User
experiences.

_ Customers:

12
_ Marketing:

The old Promotion category in Magento 1 is now just one sub category in new Marketing
category. There are more things for store owners to manage like Communications, SEO
& Search and User content.

_ Content: This is where CMS old category place in, and with new Design sub category.

13
_ Report: New category and really this is one of a must have functions for store owners
to manage their website. Report is not only for Marketing: Products in Cart, Search
Terms, Abandoned Carts and Newsletter Problem Reports or for Sales Report; you can
have wide overview of customers reviews. Now report is not a burden bit a powerful
tool.

_ Store: This is where you put your Magento 2 extensions aimed to turn your tiny
ecommerce store into a robust business site of online retail in order to manage

14
inventory, suppliers, purchase orders, enhance e-commerce user experience and help
ensure a successful online shopping experience.

_ System: The last in Magento 2 backend menu, for customizing settings.

However, the Magento 2 default features may not be enough to satisfy your
requirements, especially for complicated stores. So, you can consider to use the
professional eCommerce solutions aimed at boost sales and maximize profit.

b, Frontend features

Okay, so you all agree that Admin Panel in Magento 2 has some nice improvements, but
what about the frontend. Well, what I could tell you are:

15
_ The new default Magento 2 Luma Theme looks much better than default theme in
Magento 1:

_ Now the responsive web design and faster performance is two new advantages of
frontend theme of Magento 2. Your customers wont need to suffer from waiting for
whole page to load in order to see full content length.

_ New 2-step Checkout for Magento 2, it is now much easier than default 6-step
checkout process of Magento 1. Allow your customers to sign up right in checkout page.
The Order details are clear with all displaying products, their quantities and the images.
But it is still far from being perfect. Chances are, another store owner already uses the
One Step Checkout which boosts 40% faster than the default Magento checkout.

Pros and Cons of Magento 2

16
Now we will dig deep in the Pros and Cons of Magento 2, and see if Magento 2 is a
necessary upgrade or not.

a, Pros

_ Non-technical store owners exactly want the New Backend Admin Panel:

You hate to call all your dev team to fix some images of products in your store. Well, the
nightmare ends now, with highly improved Admin Panel interface and optimized UX,
Magento 2 help non-technical users accomplish more works than they could do in the
past. This is also one of the competitive advantages to compete with Shopify Plus.

_ The speed is matchless by Magento 1:

Well, Magento 1 is infamous for its slow loading time compared with other platforms.
Chance is, you may want to upgrade to Magento 2 because it is much faster. One of the
reasons is how the caching is set up. Cache is temporary storage of data to reduce lag,
server load and bandwidth usage. With the built-in Full Page Cache, you can reduce the
loading time of Magento 2 by half.

In a nutshell, improving cache means your pages will load much quicker, allowing
delivering your content quicker to your customer and also to your backend environment.
Quicker load time means a better UX: optimization of cache in Magento 2 can help
improve your overall customer user experience, meaning a higher conversion rate.

_ Magento 2 integrates with almost Popular Payment Gateways:

17
Although Magento 1 has released several updates to integrate with more popular
payment gateways, Magento 2 is supported to do that from the beginning. Easier
integration with more popular payment gateways is one key factor to better overall
checkout UX. New popular payment gateways have been included in Magento 2:

+ PayPal

+ Braintree

+ Authorize.net

+ WorldPay (Enterprise Edition)

+ CyberSource (Enterprise Edition)

b, Cons

_ Magento 1 Themes cant be ported:

Well, even if the default theme of Magento 2 is better than Magento 1, you may still want
to keep the old themes so your customers wont feel strange. Though you can try to

18
migrate data using some Migration tool to Magento 2, Magento 1 themes still cant be
transferred properly. So its better you should think about new themes of Magento 2.

Today, Magento 2 presents lots of great themes which you can bring a new face to your
store.

_ Not all Extensions are available for Magento 2:

There are many trusted research confirmed that Magento 1 extensions cant be ported to
Magento 2, either. You should wait for your provider to upgrade their extensions to
Magento 2 so you can download it again, or eventually repurchase this extension with
higher cost.

This con, in particular, is one that creates a hesitancy in many merchants considering
upgrading to Magento 2. It will take time for the development community to dig into
Magento 2 and build extensions compatible with the new release. Also, these extensions
will need to be verified by the Magento community before making them publicly
available.

However, Magestore policies allow our customers to free update to Magento 2 once they
purchased Magento 1 in the past. Interesting, isnt it?

_ Magento 2 Enterprise Edition costs more:

19
Magento 2 Community Edition will continue to be free, but the Enterprise Edition
requires much more money in the price tag. Despite of the increase in its cost, there are
many benefits in the Enterprise Edition of Magento 2 such as:

+ Enhanced site management

+ Enhanced catalog management

+ Dynamic marketing & management features

+ Customer loyalty programs

+ Dedicated 24/7 support

Summarized features of Magento 2

_ Powered by an entirely new, next-generation architecture, Magento 2 provides

unparalleled flexibility so your ecommerce website will be much more beautiful.

_ Magento 2 empowers all store merchants with Enhanced speed and so does
productivity. Featuring over 50% faster page load speeds across catalog and checkout

20
pages, performance lies at the heart to enhance the customer experience and improve
conversion rates.

_ Magento 2 offers more secured payments. And since security is one of the key
elements to success, you should think about upgrading to Magento 2.

_ Not only the frontend UX is good, but Magento 2 Admin Panel is also described by one
word: amazing. Lots of new features help even non-technical store owners manage
Magento 2 easily.

Moreover, Magento has easy maintenance and update, which bring the unsurpassed
flexibility. And so do Magento 2

Trivia

_ Due to aheadworks research, Magentos market share is about 30%, being the most
popular ecommerce platforms.

_ Builtwith shows trend of Magento among ecommerce platform: about 5%.

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22
How to install Magento 2 on localhost via
XAMPP

After these 10 steps, I guarantee you will create a Magento 2 site on localhost with
XAMPP.

Step 1 First, you need to know the requirements to install Magento 2. When you
download one version of Magento 2, there will be a line below to tell you which Web
server, database and php configuration you need for this version. You should download
Magento 2 from Magento website:
https://magento.com/tech-resources/downloads/magento/.

In this guide, we use Magento Community Edition 2.0.10, which requires at least php
5.5.22. For more information of prerequisites of Magento 2, read in
http://devdocs.magento.com/guides/v2.0/install-gde/system-requirements-2.0-tech.html.

If you choose version 2.1, you can read in

http://devdocs.magento.com/guides/v2.1/install-gde/system-requirements-2.1-tech.html.

Step 2 Supposed that you dont have XAMPP, you can download XAMPP from here:
https://www.apachefriends.org/download.html.

In this guide we use Magento Community Edition 2.0.10 with XAMPP version 5.6.24,
but you can try other versions of XAMPP which meets the requirements of your version
of Magento 2.

23
After finishing the set up of XAMPP, open it and start both Apache and MySQL web
server.

When both modules have a green background, you know they have been already ready.

Actually, the most often hindrance to start Apache is when a program also takes port
443 or 444 like this

24
You should turn off the program using same port with Apache in order to continue.

Step 3 Now, go to the default folder of XAMPP: C:\xampp\htdocs. Create a new folder,
for example named magento2. Move and extract the downloaded file of Magento 2 in
this new folder.

Step 4 Open your web browser, type in search bar: localhost/name-of-new-folder/. In

this example, it is localhost/magento2/. Welcome you to the Magento 2 installation on
localhost with XAMPP.

25
Time to hit Agree and Setup Magento button.

Step 5 Now you need to go through 6-step-installation of Magento 2. So watch it

closely.

26
Click Readiness Check button. If you pass all the checks, you can continue. Have you
not, you must fix the error to continue. The 2 most often errors are p
hp Settings Check
and php Extensions Check.

27
PHP Settings Check: always_populate_raw_post_data error. To resolve this error, you
need to access php.ini file. Using XAMPP, open this file like that:

28
Search this line: always_populate_raw_post_data = -1

Make sure the number is -1, then remove the semicolon ; at the beginning of the lines.

29
PHP Extensions Check: The usual missing extensions are xsl and intl. To resolve this,
search extension=php_intl.dll as well as extension=php_xsl.dll, then both remove the
beginning semicolon ;.

30
Now you need to stop both Apache and MySQL in XAMPP, then restart them again for
new effects to be activated and resolved. Click Try Again in localhost for new result,
after checking, hit Next.

Step 6 Add necessary database, like Database Server Host, Database Server
Username and Database Name.

Switch to localhost/phpmyadmin in web browser, create a new database name exactly

the same with your previous Database Name when adding necessary database.

31
Step 7 Web Configuration. Insert your Store Address here, also remember the Admin
Address.

*Note: use your IP server instead of localhost. You can shorten the latter to just be
admin.

32
Find your IP in localhost/phpmyadmin like that:

Step 8 Customize your Store. Change Default Time Zone, Currency as well as
Language here.

33
Step 9 Create Admin Account. This is your Admin Panel account.

Step 10 Install. Hit the Install Now button and wait for 2-3 minutes. Its really simple.

34
35
Fix Magento 2 layout crashing when
installing localhost with XAMPP

When you finished 10 steps to install Magento 2 localhost with XAMPP, though having a
successful notification, you still have a chance to face some errors, especially the layout
crashing. According to our experiment, 70% Windows PCs can take the risk of
encountering this error but mainly focus on Windows 10. The previous Windows
versions such as Windows 7 and Windows 8 has a slightly chance to have layout
crashing but it still worth to consider the solution.

It seems to look normal but its not

36
Magento logo is missing in backend interface

37
 The menu slide bar is not responding

The problem is due to unsuccessful symlink process when Magento 2 cannot use
symlink to connect its modules and make them work. You can find more documents
about the error by google these keywords symbolic symlink in magento 2 or Magento
2 cannot create symlink.

These are 5 simple steps from Magestore to fix it. Hope this will help you!

Step 1 Download and install Notepad++

Step 2 Go to your Xampp folder > htdocs > mageto2 > app > etc and find di.xml file

access C:\xampp\htdocs\magento2\app\etc and find di.xml

Step 3 Click right mouse button at di.xml file and choose edit with notepad++

38
Step 4 On Notepad++ window, scroll to the line 584 :

1 <item name="view_preprocessed"
xsi:type="object">Magento\Framework\App\View\Asset\MaterializationStrategy\Sym
link</item>

On the line 584, modify the word Symlink into Copy and save the file

39
Step 5 Restart Apache and MySQL on XAMPP then access your localhost of Magento 2
website again and problem will be solved.

40
General Configuration in Magento 2

Today we will introduce to you the General Configuration of your Magento 2 web store.
You need to configure the General Settings right after you successfully installed
Magento 2.

In Admin Panel, navigate to Stores -> Configuration:

General

In General, you need to notice these fields:

1, Country Options:

41
_ Default Country: Choose your Default Country, in our case is United States.

_ Allow Countries: Default is All Countries Allowed, but in case you want to remove any
countries out of this list, HOLD Ctrl and click on this country, then remove one by one.

_ Zip/Postal Code, European Union Countries and Top Destinations: Same as

above.

2, State Options:

_ Stated is Required for: Default is All the countries dividing into States. You can
remove one or more countries with Ctrl.

_ Allow to Choose State if It is Optional for Country: Choose Yes or No.

42
3, Locale Options:

43
_ Timezone: The Timezone of your Store.

_ Locale: The default Language.

_ Weight Unit: The weight unit will be used in your store, as well as shipping process.

_ First Day of Week: Setup your Calendar.

_ Weekend Days: Choose the Weekend Days.

4, Store Information:

Simply Add all your current information about your Store here.

5, Single-Store Mode:

Remember: This setting will not be taken into account if system has more than one store
view.

44
45
Web

In Web, you must notice these fields:

1, Search Engine Optimization:

If you want Search Engines to crawl and index your website, you must enable this
option.

In Use Web Server Rewrites, choose Yes.

2, Base URL (Secure):

This field will qualify the URL using Secure Base URL. You should notice this field
because of these two options:

_ Use Secure URLs on Storefront: In case you wish your store frontend to open only
via HTTPS, set this option to Yes.

46
_ Use Secure URLs in Admin: Its similar to the frontend, to secure the Admin of your
store with SSL, you set this option to Yes.

3, Default Pages:

Generally, you should just leave these options as default. However, you should notice
these options to avoid related problems.

_ Default Web URL: The default Web URL of your store.

47
_ CMS Home page: Default is the Home page.

_ Default No-route URL: The default No-route URL.

_ CMS No Route Page: Default is 404 Not Found.

_ CMS No Cookies Page: Default is Enable Cookies.

_ Show Breadcrumbs for CMS Pages: Default is Yes.

48
Design Theme

To design your web store, you need to know about these fields:

1, Design Theme:

_ Design Theme: If no value is specified, the system default will be used. The system
default may be modified by third party extensions.

_ User-Agent Exceptions: Normally you dont want to make any exception, but you can
add any search strings to be excluded.

2, HTML Head:

This field contains lots of search engine options:

_ Favicon Icon: Choose your own Favicon Icon.

_ Default Title: Create your Meta Title.

49
_ Title Prefix or Suffix: Can leave them alone, or create it, just depend on you.

_ Default Description: Create your Meta Description.

_ Default Keywords: Create your Meta Keywords.

_ Miscellaneous Scripts: This will be included before head closing tag in page HTML.
You can put your Scripts here.

50
3, Search Engine Robots:

_ Default Robots: You want to be certain that the options is INDEX, FOLLOW.

And you can add your robots.txt for more exclusion to other kind of bots.

51
4, Header and Footer:

You can customize your Header with these options: Logo Image, Width and Height of
Logo Image, Logo Image Alt and Welcome Text.

Then you could change the Copyright in Footer. Miscellaneous HTML will be displayed
just before body closing tag.

52
5, Pagination:

Pagination control is important in an ecommerce store. You can manage the settings of
pagination easily in Magento 2.

53
Contacts

1, Contact Us:

Enable Contact Us to Yes so your customer can contact you easily.

2, Email Options:

Input your Email here, choose the Email Sender as well as Email Template.

54
Currency Setup

In Currency Options, you just need to notice these fields:

_ Base Currency: You chose the base while you was installing Magento 2. Base
currency is used for all online payment transactions. If you have more than one store
view, the base currency scope is defined by the catalog price scope.

_ Default Display Currency: The Currency will be displayed in your store. Choose it as
the same with Base Currency.

_ Allowed Currency: The currency which will be allowed in payment of your store.

55
You can watch this video or read the tutorial below to understand more about Products
Dashboard in Magento 2.

Contents [hide]

1 Introduce Magento 2 Products Dashboard

2 Six default product types in Magento 2
2.1 Simple Product
2.2 Configurable Product
2.3 Grouped Product
2.4 Virtual Product
2.5 Bundle Product
2.6 Downloadable Product
3 How to set up other product types
3.1 Create a Simple Product
3.2 Create a Configurable Product
3.3 Create a Grouped Product
3.4 Create a Virtual Product
3.5 Create a Bundle Product
3.6 Create a Downloadable Product

Introduce Magento 2 Products Dashboard

Product is the most important thing in any E-commerce websites. Before selling online
with Magento 2, we will have a quick look at the dashboard of Magento 2 which can
manage all of your products.

You have to follow this path to open Magento 2 Product Dashboard: Product >>
Catalog.

56
On the image below, you can see that Magento 2 product dashboard includes these
functions for you to manage products:

There are 4 main function panels:

1 Products Table: a place that contains all of your products information such as images,
name, price, quantity, identification code (SKU) etc.

2 Action Box: Where you can edit, change, update products in bulk easily.

3 Filter and View modes:

Filter: you can select product with specific information such as: price,
quantity .. ( you can see the products that cheaper than $100, or available
quantity is under 10 with this function)
57
 Number of products view in the first page: Choose to see 20 or 50
products in 1 views from dashboard.
Product listing page: Go to next and previous pages of products.
View shortcut: Want to quickly access some special view such as : Filter
Number of products that have quantity under 10 to purchase more from
suppliers, you can save this view as a shortcut to quickly access in the
next time in 1 click without using filter again.
Column display setting in the table: Choose which information will be
shown in the table by tick on it.

4 Add Product button: You can start to add a new product by click on this button.

Six default product types in Magento 2

You can create any different kind of product types that you want with Magento 2.
However, in default mode, Magento 2 has the same 6 product types but it has some
improvements in detail of each type in comparison with Magento 1:

Simple Products
Grouped Products
Bundled Products
Configurable Products
Virtual Products
Downloadable Products

58
It is really important to understand about 6 default product types because each one of
them has its specific type and attributes.

Simple Product

As its named, a simple product is a physical item with a single SKU. This type of
products has a variety of pricing and of input controls which make it possible to sell
variations of the product. Simple products can be used in association with grouped,
bundle, and configurable products.

Configurable Product

59
A configurable product looks like a single product with drop-down lists of options for
each variation. Each option is actually a separate simple product with a unique SKU,
which makes it possible to track inventory for each product variation. You could achieve
a similar effect by using a simple product with custom options, but without the ability to
track inventory for each variation.

Grouped Product

60
Different with 2 types above, grouped product is made up of simple standalone products
that are presented as a group. You can offer variations of a single product, or group
them by season or theme to create a set of different products. Each product can be
purchased separately or as part of the group. In the shopping cart, each item is listed
separately.

Virtual Product

Virtual products are not tangible products and are typically used for products such as
services, memberships, warranties, and subscriptions. Virtual products can be sold
individually, or included as part of the following product types: Grouped Product and
Bundle Product.

Bundle Product

61
A bundled product let customers build their own from an assortment of options. The
bundle could be a gift basket, computer, or anything else that can be customized. Each
item in a bundle can be based on one of the following product types: Simple Product and
Virtual Product.

Downloadable Product

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A downloadable product can be anything that you can deliver as a file, such as an
eBook, music, video, software application, or update. You can offer an album for sale,
and sell each song individually. You can also use a downloadable product to deliver an
electronic version of your product catalog.

Because the actual download doesnt become available until after the purchase, you can
provide samples, such as an excerpt from a book, a clip from an audio file, or a trailer
from a video that the customer can try before purchasing the product. The files that you
make available for download can be either uploaded to your server, or from a different
server.

How to set up other product types

Create a Simple Product

Step 1Click on Add product button then choose Simple product. On the administrator
backend, you need to follow this path: Product >> Catalog.

There is an Add Product button on the top right of admin menu, you click on the
dropdown menu and choose Simple product:

Step 2Fill in Product Details. Now you need to fill in the detail of each product that you
want to sell like the image below:

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You need to fill in:

Product Fill in your product name

name

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 SKU This is an identification code for each product, you can find exactly
any product by searching for this code.

Price The price of your product

Tax class Choose this box to Taxable Goods

Images & Upload your images or videos of product here

Video

Quantity The number of products that you have in store, choose the status to
in stock or out of stock

Weight Fill in the weight of product if needed

Categories Place this product in suitable categories, in this example, I place it in

category Camera that I have just created by click New category

Description The description of product that you want to sell to help customers
understand more about it as well as persuade them to purchase

Downloadabl For downloadable product or configurable product type only, you can
e skip them.
Information

Configuratio
ns

Remember to choose categories for your product. Read more about Product Category in
Magento 2.

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Dont forget to select your product attribute also. Read more about Product Attributes in
Magento 2.

* About other tabs:

_ Image and Video: You can choose to upload more images. or videos here

_ Search engine optimization: You can optimize your product for SEO. We will talk
about this later in Magento 2 SEO series if you are serious about SEO.

_ Website: Keep it in default, there is nothing to change here

_ Advance setting tab: These setting will be beneficial for your store if its big enough,
however, with small online store, you can skip these settings.

Step 3Save product.

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Choose status of product to Product Online and then click Save to publish the
product.

Done, you have finished creating a new simple product in Magento 2.

Create a Configurable Product

To create a configurable product, you do the same step 1 and step 2 in previous topic
about how to create a simple product:

Step 1 Click on Add Product >> Configurable Product.

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Step 2 Fill the information in blank spaces: Product name; SKU; Price, Store view,
Quantiy, etc

Step 3

(Important) Adding Configurations for your products

Choose your product attribute or create new. One again, read about Magento 2 Product
Attributes.

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For example, choose color attribute when you go to attribute value step, tick all colors
of product that you had.

Then you need to configure the Product Images, Price, and Quantity. This step
determines the images, pricing and quantity of each configuration. The available options
are the same for each, and you can choose only one. You can apply the same setting to
all SKUs, apply a unique setting to each SKU, or skip the settings for now.

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In the next stage, you can see the preview about your created configurable products. Hit
Generate Product to finish process.

Step 4After successfully create configurations for your product, Save Product.

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Choose status of product to Product Online and then click Save to publish the product

Create a Grouped Product

Following these 4 steps to set up a grouped product

Step 1 and Step 2 Do the same as simple product

Step 3Scroll down and tap on Add Products To Group button

In the list, mark the checkbox of each item that you want to include in the group then
tap Add Selected Products to add them to the group.

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Step 4Save Product.

Create a Virtual Product

Virtual products are used to represent non-tangible items such as memberships,

services, warranties, or subscriptions. Aside from the absence of the Weight field, the
process of creating a virtual product and a simple product is the same.

Create a Bundle Product

The selection of options appears when the customer taps either the Customize and Add
to Cart button. Because the products that are included in the bundle vary, the SKU,
Price, and Weight can be set to either a dynamic or fixed value.

Following these step to create bundle product:

Step 1 and Step 2 Do the same as mentioned above. Notice that there are some
change in option of SKU, price, weight between dynamic and fixed.

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Step 3Scroll down to the Bundle Items section. Then, set Ship Bundle Items to one of
the following: Separately or Together.

Tap Create New Option. Then, mark the checkbox of each product that you want to
include in this option.

If there are many products, use the list filters and pagination controls to find the products
you need. Then tap Add Selected Products.

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In the Default Quantity column, enter the quantity of each item that is to be added to the
bundle when a customer chooses the item.

To allow customers to change the quantity of any bundle item, mark the User Defined
checkbox of any item that you do not want changed.

Repeat these steps for each item you want to add to the bundle. To remove any item
from the bundle, tap the Delete icon.

Step 4Save Product.

Create a Downloadable Product

Following these step to create downloadable product:

Step 1 and Step 2 Do the same as mentioned above.

Step 3Complete Downloadable Information

Scroll down to Downloadable Information, and expand the section. Then, mark the Is
this downloadable product? Checkbox.

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The Downloadable Information section has two parts. The first part describes each
download link, and the second part describes each sample file. Click on Add new link
and complete the links.

Click on Add new link and complete the sample if you want to provide a sample to
customer.

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Step 4Save Product.

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Magento 2 Categories

Introduce Magento 2 Categories

Product categories are the bone of every online store. If you are a store owner, you have
to spend every time to research, plan and create excellent categories to effectively
manage your store products. Not only do good categories help you to manage your
products, but they can also help the customer to easily find the products on your online
store website.

Content Management System (CMS) Magento 2 gives you a lot of support in creating
new categories. It is very simple to create product categories in Magento 2. Today, I will
show you the way to create a category. But first, you need to know some basic
knowledge about root-category and sub-category.

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The differences between root-category and
sub-category

In some Magento forums, many Magento 2 users have several questions about root
category. Its easier to be familiar with subcategories than root category. Store product
will normally be organized as sub-categories and under a root category.

The category structure is like an upside-down tree, with the root on top. All categories in
your catalog are nested below the root. Because the root category is the highest level
of the catalog, your online store can have only one root-category active at a time.
However, you can create additional root categories for alternate catalog structures,
different stores, and views. Unlike sub-category, root-category is not visible to your
customers and does not have an URL key.

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When you start to build category structure for a new Magento 2 website, in category
dashboard, there is only one root category which is named as Default Category. You
can change the name and organize the position of any root-category or sub-category by
using left click and drag them.

Set up store category in Magento 2

One of the key features of Magento 2 CMS is its support for multiple stores. You can
host and manage several entirely different online stores and this can be done with a
single Magento 2 installation. Each store pulls its products from a Root Category.

If you have only one online store, you just need only one root category.
If you are running several different online stores, but all them are selling
same products, you can assign the same root category to all of them.
If you want to have different stores carry different products, you will want
to create a Root Category for each store.

Once the Root Categories are set up, you can add more sub categories and organize
your product line. These categories need to be set before you set up your stores.

How to create a Root Category?

Creating a root category is really easy, you can follow 3 simple steps below:

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Step 1Navigate to Product >> Categories. Then click on Add Root Category button
located on the left-hand side of the page.

Step 2Fill in the information in blank spaces. There are four tabs which you can use to
set options for this root category.

General Information General options for the category including its

name, active setting, thumbnail image, category page title, and
keyword(s).
Display Settings Determines how your products are displayed on the
category page.

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 Custom Design Adds your custom design options to a category.
Category Products This is where you assign products to a given
category. If you have one site/store being hosted from your Magento
install, this would likely include all of your active products.

In the basic level, you should focus and fill the information in only 2 tabs which are
General Information tab and Display Setting tab.

1 In General Information tab:

Name Enter the name of the root category.

Is active If you want to active this root category, choose Yes.

URL key The URL leading to this directory

Description Fill the Description about this category.

Image You can upload an image for this category and it will be set as
thumbnail image

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 Page Title The title of the page that will show on your browsers tab

Meta Keywords Used by search engines to index the categorys page

Meta Description This description will help search engines to better understand
the content of the category

Include in If you have more than 1 root categories you will need to set this
Navigation Menu to Yes.

2 In Display Setting tab:

Display Mode You can select the way that your category show up in front end.
There are 3 options: Product only, Static Block, Static Block
and Product

Is Anchor If you want this category page to display the Filter by Attribute
section of layered navigation, choose Yes

Available Skip it or clear the check box to edit

Product

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 Listing Sort
By

Default
Product
Listing Sort
By

Layered
Navigation
Price Step

Step 3Hit the Save Category button.

How to Create a Sub Category?

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Step 1Click on the category that you want to create a sub category then hit the button:
Add sub category.

For example: If you want to create a sub category named B under a category named
A. First you need to click on category A.

Then hit the Add sub category button.

Step 2and Step 3Do the same way to create a root category as mentioned above.

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Fill the information and press Save, now we have sub category B under category A.

How to apply a New Root Category to your Store?

Step 1On Admin slide bar menu, choose Stores >> All Stores.

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Step 2In All Stores dashboard, tap on Main Website Store.

Step 3Choose the root category that you want to assign then press the Save button.

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Thats all about how you can create a category and configure it in Magento 2. Hope this
will help you.

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Magento 2 Product Attributes

Introduce Magento 2 Product Attributes

In this tutorial, we will illustrate how you can setup your products attributes. Attributes
are an important part of your product catalog because each of them can help potential
customers with choosing a certain product that corresponds to their needs. Users will
also be able to search and compare products based on their attributes.

Your Magento 2 store includes predefined attributes such as Name, Price, and
Description, that can be used for any product. In addition to these, you can create new
custom attributes to improve your product information and help your clients with their
choice. These are 4 simple steps to set up your products attribute.

How to add a Product Attributes

Step 1Login to your website administrator back-end dashboard. On the left menu slide
bar, navigate to Stores >> Products.

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Step 2On the Product Attributes dashboard, press Add New Attribute button.

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Step 3Fill the necessary information in blank spaces.

There are 3 main tabs for you to set up your Product Attribute information: Properties;
Manage Labels; Storefront Properties.

+ Properties: The Properties section includes both basic and advanced attribute
properties.

+ Manage Labels: The label identifies an attribute in the Admin and also in the
storefront of each store view. If your store is available in multiple languages, you can
enter a different translated label for each language.

+ Storefront Properties: The Storefront Properties determine how an attribute can be

used in your store, its appearance, and behavior. You can specify if attributes are
available for search, layered navigation, product comparisons, price rules, and sorting.

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For text attributes, you can enable the WYSIWYG editor, and determine if HTML tags
can be used to format the values.

1Guide for Properties Tab:

ATTRIBUTE PROPERTIES

Default Label The label that identifies the attribute during data entry.

Catalog Input Type Determines the data type and input control that is used to
for Store Owner manage the product from the store Admin.

Options include: Text Field; Text Area; Date; Yes/No; Multiple

select; Dropdown; Price;

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Values Required To require that a value to be entered in this field before the
record can be saved, set Values Required to Yes.

ADVANCED ATTRIBUTE PROPERTIES

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Attribute Code A unique identifier for internal use. The Attribute Code must begin
(Required) with a letter, but can include a combination of lowercase letters
(a-z) and numbers (0-9).

Scope Limits the use of an attribute to a specific store view or website.

Options include: Store View; Website, Global.

Default Value Assigns a starting value to the attribute to help during data entry.
To assign a default value for Multiple Select or Dropdown input
types, see: Creating Attributes.

(A default value cannot be set for Multiple Select, Dropdown, or

Fixed Product Tax input types).

Unique Value Set this to Yes, if you want the data saved in this attribute to be
unique for each product. If you have different products made of the
same material or having the same feature, leave this to No.

Input Performs a validation check of the data entered in the field, based
Validation for on the following options: None; Decimal Number; Integer Number;
Store Owner Email, URL, Letter

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 Add to Determines if the column appears in the product grid.
Column
Options

Use in Filter Determines if the attribute is used as a filter control at the top of
Options columns in the grid.

2Guide for Storefront Properties Tab:

Use in Search Select Yes if you want people to be able to search the catalog
based on the value of this attribute. The following attributes appear
when Search is enabled:

[Search To weight the search results, set Search Weight to

Weight] a number from 1 to 5.

[Visible in Gives shoppers the ability to enter search criteria

Advanced through a form. Options include: Yes / No.
Search]

Comparable on Select Yes to include this attribute as a row in the Compare

Storefront Products report. Options include: Yes/No.

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Use In Layered Includes the attribute as a filter in the Shop By section of layered
Navigation navigation. Options include:

[No] The attribute is not available to be used as a filter

in layered navigation.

[Filterable Layered navigation includes only those filters for

(with results)] which matching products can be found. Any
attribute value that already applies to all products
shown in the list does not appear as an available
filter.

The filtered list of products includes only those

that match the filter. The products list is updated
only if the selected filter(s) change what is
currently shown.

[Filterable (no Layered navigation includes filters for all available

results)] attribute values and their product counts, including
those with zero (0) product matches. If the
attribute value is a swatch, the value appears as a
filter, but is crossed out.

Use In Search To include the attribute in the layered navigation for search results,
Results select Yes.

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Layered
Navigation

Position Determines the position of the attribute in layered navigation in

relation to other filterable attributes.

Use for Promo To make the attribute available for use in price rules, select Yes.
Rule
Conditions

Allow HTML (Text Field and Text Area input types only) To be able to format
Tags on the attribute value with HTML tags, select Yes.
Storefront

Visible on (Simple and virtual products only) To include the attribute on the
Catalog Pages Additional Information tab of the product page, select Yes.
on Storefront

Used in Depends on the theme. To include the attribute in product

Product Listing summaries that appear in catalog listings, select Yes.

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 Used for Depending on theme, includes the attribute as a Sort By option
Sorting in for catalog listings.
Product Listing

Step 4Hit Save Attribute button.

Attribute Sets

One of the first steps when creating a product is to choose the attribute set that is used
as a template for the product record. The attribute set determines the fields that are
available during data entry, and the values that appear to the customer.

The attributes are organized into groups that determine where they appear in the
product record. Your store comes with an initial attribute set called default which
includes a set of commonly-used attributes. If you would like to add only a small number
of attributes, you can add them to the default attribute set. However, if you sell products
that require specific types of information, such as cameras, it might be better to create a
dedicated attribute set that includes the specific attributes that are needed to describe
the product.

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To Create An Attribute Set

Step 1On the Admin sidebar, tap Store > Attribute Set.

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Step 2Click on Add Attribute Set then do the following:

99
1Enter a Name for the attribute set.

2Set Based On to an existing attribute set to be used as a template.

3Tap Save. The next page displays the following:

The left column shows the name of the attribute set. The name is for
internal reference, and can be changed as needed.
The center of the page lists the current selection of attribute groups.
The right column lists the selection of attributes that are currently not
assigned to the attribute set.

4To add a new attribute to the set, drag the attribute from the Unassigned Attributes
list to the appropriate folder in the Groups column.

Step 3When complete, tap Save.

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To Create A New Attribute Group

1In the Groups column the attribute set, tap Add New.

2Enter a Name for the new group, and tap OK.

3Do either of the following:

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+ Drag Unassigned Attributes to the new group.

+ Drag attributes from any other group to the new group.

-> The new group becomes a section of attributes in any product that is based on the
attribute set.

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Advanced Product Settings in Magento 2
Products

In previous lesson, we provide some basic knowledge about using product dashboard.
Today we are going to higher level of using product dashboard with Advanced Product
Settings. To access Advanced Product Settings, click on your product or create a new
one, a drop-down Advanced Settings menu will appear on the left.

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Advanced Pricing

The Advanced Pricing settings are used to define the conditions for special pricing
based on customer group and website, and for quantity discount tier pricing.

Special Offer a discounted price during the time period defined by the From/To
Price dates.

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 In the storefront when a special price is available, the retail price is
crossed out and the special price appears below in large, bold text.

Special Set the first date the Special Price is available. You can either enter
Price From the date or select it from the calendar.
Date

Special Set the last date the Special Price is available. You can either enter
Price To the date or select it from the calendar.
Date

Cost The actual cost of the item.

Tier Price Offer a quantity discount to members of a specific customer group and
website. Options include:

Website Identify a specific website where the tier price rule

applies.

Customer Identify a specific customer group that qualifies to

Group receive the tier price discount.

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 Quantity (Required) The quantity that must be purchased to
receive the tier price.

Item Price (Required) The discounted product price for the

quantity purchased.

Action Deletes the current tier price rule.

Special Price

To offer a special price, enter the discounted price and the dates when the special price
is in effect. The special price appears instead of the regular price, followed by was
(previous price).

To apply special price:

Step 1Go to Advanced Pricing.

Step 2Enter the amount of the Special Price. To establish when the special price is in
effect, use the Calendar button to the right of each field to enter the Special Price From
and Special Price To dates.

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Step 3Tap Done. Then, tap Save.

Tier Price

Tier pricing lets you offer a quantity discount from the catalog list and product detail
pages. The discount can be applied to a specific store view or customer group.

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For example, in the picture above, the regular price of product is $7. The product page
calculates the quantity discount and displays a message such as: Buy 3 for $5.00 each
and save 29%.

To set up a tier price:

Step 1Go to Advanced Pricing.

Step 2In the Tier Price section, tap Add. Then, do the following:

1, If your store has multiple websites, choose the Website where the tier pricing applies.

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2, If applicable, choose the Customer Group to receive the discount.

3, In the Quantity field, enter the quantity that must be ordered to receive the tier price.

4, In the Item Price field, enter the adjusted price of the item.

To apply the same tier to more than one group, create a separate tier for each group, but
with the same quantity and Price information. To add another group price, tap Add and
repeat the previous steps.

Step 3Tap Done. Then, tap Save.

Manufacturers suggested retail price (Minimum

Advertised Price)

Merchants are sometimes prohibited from displaying a price that is lower than the
manufacturers suggested retail price (MSRP). Magentos Minimum Advertised Price
(MAP) gives you the ability to remain in compliance with the manufacturers
requirements while offering your customers a better price. Because requirements differ
from one manufacturer to another, you can configure your store to prevent the display of
your actual price on pages where it is not allowed to appear according to the terms of
the manufacture.

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To apply Minimum Advertised Price:

Step 1In menu sidebar, go to Stores > Configuration > Sales > Sales > Minimum
Advertised Price > Enable MAP > Yes.

Step 2Go to Advanced Pricing.

Step 3Set a value for the Manufacturers Suggested Retail Price field.

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Step 4Tap Done. Then, tap Save.

Advanced Inventory

Each product in your catalog has both a short and long version of the Advanced
Inventory options, depending on whether you want to manage stock for the product. The
long form appears when Manage Stock is set to Yes.

Without Stock Management

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 FIELD SCOP DESCRIPTION
E

Manage Stock Global Determine if inventory control is used to manage this

product in your catalog. Option: Yes/No.

Minimum Global Determine the minimum number of the product that can
Quantity be purchased in a single order.
Allowed in
Shopping Cart

Maximum Global Determine the maximum number of the product that

Quantity can be purchased in a single order.
Allowed in
Shopping Cart

Enable Quantity Global Determine if the product can be sold in quantity

Increments increments. Option: Yes/No.

Quantity Global Enter the number of products that must be purchased

Increments at the same time. For example, if set to 6, the customer
must purchase a quantity of 6, 12, 18, and so on.

When a product is sold in quantity increments, the

number appears in the upper-right corner, next to the
shopping cart link. If the customer tries to purchase the

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 product in any other quantity, a message will appear in
the shopping cart.

With Stock Management

FIELD SCOP DESCRIPTION

E

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Manage Stock Global Determine if Inventory control is used to manage this
product in your catalog. There are 2 Options:

Yes Display the long form with all stock

management options.

No Display the short form without stock

management options.

Quantity Global The quantity of the item that is currently in stock.

Quantity for Global Determine the stock level at which a product is

Items Status to considered to be out of stock.
Become Out of
Stock

Minimum Global Determine the minimum number of the product that can
Quantity be purchased in a single order.
Allowed in
Shopping Cart

Maximum Global Determine the maximum number of the product that

Quantity can be purchased in a single order.

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Allowed in
Shopping Cart

Quantity Uses Global Determine if customers can use a decimal value rather
Decimals than a whole number when entering the quantity
ordered. Options:

Yes Permit values to be entered as

decimals, rather than whole
numbers, which is suitable for
products sold by weight, volume or
length.

No Require quantity values to be entered

as whole numbers.

Can be Divided Global Determine if parts of the product can be shipped

into Multiple separately. Options: Yes / No
Boxes for
Shipping

Backorders Global Determine how backorders are managed. Backorders

do not change the processing status of the order.
Funds are still authorized or captured immediately
when the order is placed, regardless of whether the

115
 product is in stock. Products are shipped as they
become available. Options:

No Backorders Do not accept backorders when

product is out of stock.

Allow Quantity Accept backorders when the quantity

Below 0 falls below zero.

Allow Quantity Accept backorders when the quantity

Below 0 and falls below zero, but notifies
Notify customers that orders can still be
Customer placed.

Notify for Global Determine the stock level at which notification is sent
Quantity Below that the inventory has fallen below the threshold.

Enable Quantity Global Determine if the product can be sold in quantity

Increments increments. Options: Yes / No

Stock Global Determine the current availability of the product.

Availability Options:

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 In Stock Make the product available for
purchase.

Out of Stock Unless Backorders are activated,

prevent the product from being
available for purchase and remove
the listing from the catalog.

Related Products

Related products are meant to be purchased in addition to the item the customer is
viewing. The customer can place the item in the shopping cart by simply clicking the
checkbox. The placement of the Related Products block varies according to theme and
page layout. In the example below, it appears at the bottom of the Product View page.
With a 2 column layout, the Related Product block often appears in the right sidebar.

117
To setup Related Products Setting:

Step 1Create a new product or edit product then go to Advanced Setting > Related
Products.

Step 2Use the filter controls to find the products that you want. In the list, mark the
checkbox of any product you want to feature as a related product.

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Step 3Tap Add Selected Product, then Save.

Up-sells

Up-sell products are items that your customer might prefer instead of the product
currently considered. An item offered as an up-sell might be of a higher quality, more
popular, or have better profit margin. Up-sell products appear on the product page under
a heading such as, You may also be interested in the following product

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To setup Up-sells Setting:

Step 1Create a new product or edit product then go to Advanced Setting > Up-sells.

Step 2Use the filter controls to find the products that you want. In the list, mark the
checkbox of any product you want to feature as an up-sell product.

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Step 3Tap Add Selected Product, then Save.

Cross-sells

Cross-sell items are similar to impulse purchases positioned next to the cash register in
the checkout line. Products offered as a cross-sell appear on the shopping cart page,
just before the customer begins the checkout process.

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To setup Cross-sells Setting:

Step 1Create a new product or edit product then go to Advanced Setting >
Cross-sells.

Step 2Use the filter controls to find the products that you want. In the list, mark the
checkbox of any product you want to feature as a cross-sell product.

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Step 3Tap Add Selected Product, then Save.

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Magento 2 CMS

In Magento 2, you can create new pages, blocks and widgets in Content Management
System (CMS). With these 3 elements, you can combine them to make static pages for
products and services information.

Add New Page

The interface of Pages, Blocks and Widgets in Content are the same with the interface in
Products or Customers. Click on Add New Page button.

In Page Information, name your own Page and set a Custom URL for this page. You can
also choose the store views and set this page enabled or disabled.

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In Content tab, add the heading and any widget for this page. You will create content for
your page here.

In Design tab, choose layout for your page.

125
You can also make custom design for your page here:

126
Then, add some meta data for your page, like meta description or meta keywords.

127
Finally, you can Save Page as your new page is done.

Add New Block

Block is used for many purposes, such as featuring different product categories on
homepage, or separating product features on product pages. Navigate to Content ->
Blocks. There you can Add New Block.

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Add all elements for your Block here, but remember the most important field is the
Identifier because you need this to add your block into a page.

Finally, you can Save Block the same way you did with your Page.

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Add New Widget

You need to click on Add New Widget button in order to make new widget.

Then select the type of the widget and the design theme. After that, hit the
Continue button.

130
In Storefront Properties, input the Title and set the Store View for your widget. The Type
and Theme are now locked. You can also update a layout for the widget as shown on
the storefront.

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Well done, you complete your stores Content using Magento 2 CMS.

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Magento 2 Sales Management

Today, we will walk through a very important part of Magento 2 Sales Management.
Lets read the tutorial below for more information.

Introduce the Sales menu

The Sales menu lists transactions according to where they are in the order workflow.
You might think each option as a different stage in the lifetime of an order.

Menu Options

Orders: When a customer places an order, a sales order is created as a temporary

record of the transaction. In the Orders grid, sales orders initially have a status of

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Pending and can be canceled at any time until the payment is processed. After
payment is confirmed, the order can be invoiced and shipped.

Invoices: An invoice is a record of the receipt of payment for an order. Multiple invoices
can be created for a single order, each with as many, or as few of the purchased
products that you specify. Depending on the payment action, payment can be
automatically captured when the invoice is generated.

Shipments: A shipment is a record of the products in an order that have been shipped.
As with invoices, multiple shipments can be associated with a single order, until all of the
products in the order are shipped.

Billing Agreements: A billing agreement is similar to a purchase order, except that it

isnt limited to a single purchase. During checkout, the customer chooses Billing
Agreement as the payment method. A billing agreement streamlines the checkout
process because the customer doesnt have to enter payment information for each
purchase.

Transactions: The Transactions page lists all payment activity that has taken place
between your store and all payment systems, and provides access to more detailed
information.

Order Management

Order Workspace

Access Sales > Order to go to the Orders Workspace which lists all current orders.
Use the standard controls to sort and filter the list, find orders, and apply actions to

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selected orders. You can view existing orders, and create new orders, filter the list,
change and rearrange columns, and export data.

To apply an action to specific orders, mark the checkbox in the first column of each
order. To select or deselect all orders, use the control at the top of the column.

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The Search box in the upper-left of the Orders grid can be used to find specific orders by
keyword, or by filtering the order records that appear in the grid

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The selection of columns and their order in the grid can be changed according to your
preference. The new layout can be saved as a grid View. By default, only nine of
twenty available columns are included in the grid.

Processing Order

When a customer places an order, a sales order is created as a temporary record of the
transaction. The sales order has a status of Pending until payment is received. Sales
orders can be canceled until an invoice is generated. An easy way to think of it is this:
Orders become invoices, and invoices become shipments. The Orders grid lists all
orders, regardless of where they are in the workflow.

To view an order:

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Step 1On the Admin sidebar, tap Sales. Then under Operations, choose Orders.

Step 2Find the order in the grid, and in the Action column, click View.

A pending order can be modified, put on hold, canceled, or invoiced and shipped.

A completed order can be reordered.

To edit an order:

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Step 1Find the order to be edited. Then in the Action column, click View.

Step 2Tap Edit. When prompted to confirm, tap OK to continue . Make the necessary
changes to the order.

Step 3When complete, do one of the following:

To save changes made to the billing or shipping address, tap Save.

To save changes made to line items, and reprocess the order, tap Submit Order.

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 To place an order on hold:

If the customers preferred method of payment is not available, or if the item is

temporarily out of stock, you can put the order on hold.

Step 1In the Orders grid, find the pending order that you want to place on hold.

Step 2In the Action column, click View.

Step 3Tap Hold to place the order on hold. (When you are ready to return the order to
an active state, repeat the process and tap Unhold).

To cancel an order :

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Canceling an order changes its status from Pending to Canceled.

Step 1In the Orders grid, find the pending order to be canceled.

Step 2In the Action column, click View.

Step 3Tap Cancel.

Create A New Customer Order

For registered customers who need assistance, you can create an entire order directly
from the Admin. The Create New Order form includes all the information that is needed
to complete the normal checkout process, with activity summaries from the customers
account dashboard.

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 To create a new order:

Step 1On the Admin sidebar, tap Sales > Order. Click on Create New Order > Create
New Customer. Find the customer in the grid, and open the record in edit mode.

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Step 2Fill the required information in. Remember to add products from the catalog, tap
Add Products.

In the grid, mark the checkbox of each product to be added to the cart, and enter the Qty
to be purchased. To override the price of an item, mark the Custom Price checkbox.
Then, enter the new price in the box below. To update the cart totals, tap Update Items
and Quantities.

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Complete the following sections as needed for the order: Apply Coupon Codes, Payment
Method, Shipping Method, Order Comments.

Step 3When complete, tap Submit Order. A confirmation is sent to the customer, and
the customer can view the order details from their account.

Custom Order Status

You can create custom order status settings of your own, assign them to order states,
and set a default order status for order states. For example, you might need a custom
order status for orders such as packaging or backordered, or for a status that is

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specific to your needs. You can create a descriptive name for the custom status, and
assign it to the associated order state in the workflow.

To create a custom order status:

Step 1On the Admin sidebar, tap Stores. Then under Settings, choose Order Status.

Step 2In the upper-right corner, tap Create New Status.

Step 3Under Order Status Information section, do the following:

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+ Enter a Status Code for internal reference.

+ Enter a Status Label to identify the status setting in both the Admin and storefront.

+ In the Store View Specific Labels section, enter any labels that are needed for
different store views.

Step 4When complete, tap Save Status.

Allow Reorder Function

When enabled, reorders can be made directly from the customer account or from the
original order in the Admin. Reorders are enabled by default.

To configure customer reorders :

Step 1On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.

Step 2In the panel on the left, under Sales, choose Sales.

Step 3Expand the Reorder section. Set Allow Reorder to your preference.

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Invoices

An invoice is a record payment for an order. Multiple invoices can be created for a single
order, and each can include as many or as few of the purchased products that you
specify. You can upload a high-resolution logo for a print-ready PDF invoice, and include
the Order ID in the header or customize the invoice template with your logo.

Create an Invoice

Creating an invoice for an order converts the temporary sales order into a permanent
record of the order that cannot be canceled. A new invoice page looks similar to a
completed order, with some additional fields.

To invoice an order:

Before creating an invoice, you must generated for the order first

Step 1On the Admin sidebar, tap Sales > Orders.

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Step 2Find the order in the grid, select an order that you want to invoice. In the Action
column, click View.

In the upper-right corner, tap Invoice. The new invoice page looks similar to a
completed order page, with additional fields that can be edited.

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Step 3Check all the information then tap Print to print invoice:

Shipments

The Shipments grid lists the shipment record of all invoices that have been prepared for
shipping. A shipment record can be generated when an order is invoiced.

To view or print a shipment record:

Step 1On the Admin sidebar, tap Sales > Shipments.

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Step 2Select a shipment record that you want to view. In the Action column, click on
View, then click on Print button.

Credit memo

A credit memo is a document that shows the amount that is owed to the customer. The
amount can be applied toward a purchase, or refunded to the customer. You can print a
credit memo for a single order, or for multiple orders as a batch. Before a credit memo
can be printed, it must first be generated for the order. The credit memo grid lists the
credit memos that have been issued to customers.

To create a credit memo:

Step 1On the Admin sidebar, tap Sales > Orders.

Step 2Find a completed order in the grid. Then click View to open that completed
order.

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Step 3Tap Credit Memo button in the upper right corner (this button appears only after
an order is invoiced) and update the necessary information.

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The New Credit Memo page looks similar to the completed order page, with an Items to
Refund section that lists each item from the invoice (if an online payment method was
used, you will not be able to edit these fields).

_ Return to Stock: If the product is to be returned to inventory, mark the checkbox.

_ Qty to Refund: Enter the number of items to be returned. Then tap Update Qtys
button.

Scroll down to the Refund Totals section and do the following:

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_ Refund Shipping: Enter any amount that is to be refunded from the shipping fee. This
field initially displays the total shipping amount from the order that is available for refund.

_ Adjustment Refund: Enter a value to be added to the total amount refunded as an

additional refund that does not apply to any particular part of the order (shipping, items,
or tax).

_ Adjustment Fee: Enter a value to be subtracted from the total amount refunded. This
amount is not subtracted from a specific section of the order such as shipping, items, or
tax.

_ Credit Memo Comments: Enter the text in the box to add a comment.

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_ Email Copy of Credit Memo: Mark the checkbox to send an email notification to the
customer.

_ Append Comments: Mark the checkbox to include the comments you have entered in
the email.

Step 4To complete the process and generate the credit memo, choose one of the
following refund option buttons, according to the payment type: Refund Offline or
Refund Online.

To view any credit memos:

In admin sidebar on the left, choose Sales > Credit Memos. Any credit memos that are
associated with this order appear in the list.

Billing Agreements

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The Billing Agreements grid lists all billing agreements between your store and its
customers. The store administrator can filter the records by the customer or billing
agreement information including billing agreement reference ID, status, and creation
date.

Each record includes general information about the billing agreement, and all sales
orders that have used it as a payment method. The store administrator can view, cancel,
or delete customers billing agreements. A canceled billing agreement can be deleted
only by the store administrator.

To view billing agreements:

In admin sidebar on the left, choose Sales > Billing Agreements.

Transactions

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The Transactions grid lists all payment activity that has taken place between your store
and a payment system, and provides access to more detailed information.

To view transactions, in Admin sidebar on the left, choose Sales > Transactions.

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Tax Rate, Payment and Shipping Methods in
Magento 2

Read the tutorial below to understand Tax Rate, Payment and Shipping Methods in
Magento 2.

Taxes Management

Magento 2 allow you to create and set different Tax Rates for certain locations and/or
product types. You need to know about how to add a Tax Rate and a Tax Rule to
well-manage Magento 2 taxes system.

Add a Tax rate

Tax rates generally apply to transactions that take place within a specific geographical
area. The Tax Zones and Rates tool enables you to specify the tax rate for each
geographical area from which you collect and remit taxes. Because each tax zone and
rate has a unique identifier, you can have multiple tax rates for a given geographic area
(such as places that do not tax food or medicine, but do tax other items). Follow these 3
steps below to add a tax rate.

Step 1On the Admin sidebar, tap Store then choose Tax Zones and Rates.

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Step 2In Tax Zones and Rates interface, click on Add New Tax Rate button.

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Step 3Configure the new tax rate information then press the Save Rate button.

_ Tax Identifier: The name of the tax used for internal identification.

_ Zip/Post is Range: If selected you will be able to set up a Range of Post codes in the
two fields below this one.

_ State: The State on which you wish to impose the Tax Rate (if your country does not
have States, this option will be in gray).

_ Country: The Country on which you wish to impose the Tax Rate.

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_ Rate Percent: The Tax Rate percentage the customer will need to pay.

Add a Tax Rule

Tax rules incorporate a combination of product class, customer class and tax rate. Each
customer is assigned to a customer class, and each product is assigned a product class.
Magento 2 analyzes the shopping cart of each customer and calculates the appropriate
tax according to the customer and product classes, and the region (based on the
customers shipping address, billing address or shipping origin. Follow these 3 steps
below to implement a Tax Rule.

Step 1On the Admin sidebar, tap Store then choose Tax Rules.

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Step 2In Tax Rules interface, click on Add New Tax Rule button.

Step 3Configure the new tax rate information.

In the Tax Rule Information part of the configuration, you will need to put a Name for
the Tax Rule and select the Tax Rate for it.

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Expand the Additional Settings and you will see a few more options to configure:

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_ Customer Tax Class: Customer Tax Classes are used in certain cases when the
purchase is not retail (wholesale for example).

_ Product Tax Class: Different types of products have different Tax Classes (food and
electronics for example). To better manage your products, you can create a new Tax
Class here that corresponds to the products type.

_ Priority: The priority of this class when calculating from multiple tax rules (if two
classes have the same priority they will be added during tax calculation).

_ Calculate off Subtotal Only: If you want taxes to be based on the order subtotal,
mark the checkbox.

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_ Sort Order: Modifying this will change the display order of the tax if more than one tax
can be selected (lower is higher with 0 being displayed on top).

When complete, tap Save Rule button.

Payment methods

Magento Community Edition 2.1 supports a variety of payment methods, services, and
gateways that you can offer for your customers convenience. There are 3 main
payment methods: Offline Payments; Online Payments; Payment Card Industry (PCI)
Compliance.

Offline Payment Method

Magento 2 allows you to accept payments offline by check or money order. The
Check/Money Order payment method is enabled for your story by default. You can
accept checks and money orders from only some specific countries, and fine-tune the
configuration with minimum and maximum order total limits.

To configure offline payment method by check or money order

Step 1On the Admin sidebar, tap Stores. Then under Settings, choose
Configuration. In the panel on the left under Sales, choose Payment Methods.

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165
Step 2Expand the Check/Money Order section. Then, do the following:

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_ Enabled: To accept payment by check or money order, set Yes.

_ Title: Enter to identify the Check/Money Order payment method during checkout.

_ New Order Status: Set Pending until receipt of payment is confirmed.

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_ Payment from Applicable Countries: Set All Allowed Countries customers from
all countries specified in your store configuration can use this payment method. Set
Specific Countries to select each country in the list where customers can make
purchases from your store.

_ Make Check Payable To: Enter the name of the party to whom the check must be
payable.

_ Send Check To: Enter the street address or PO Box where the checks are mailed.

_ Minimum and Maximum Order Total: The order amounts required to qualify for this
payment method. An order qualifies if the total falls between, or exactly matches, the
minimum or maximum total values.

_ Sort Order: Enter a number to determine the position of Check/Money Order in the list
of payment methods that is shown during checkout (0 = first, 1 = second, 2 = third, and
so on).

Step 3When complete, tap Save Config button.

Online Payment Method

Magento 2 allows you to accept payment that is transferred from a customers bank
account and deposited into your merchant bank account.

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 To configure online payment method by bank transfer payments:

Step 1On the Admin sidebar, tap Stores. Then under Settings, choose
Configuration. In the panel on the left under Sales, choose Payment Methods.

Step 2Expand the Bank Transfer Payment section. Then, do the following:

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_ Enabled: Set Yes to active Bank Transfers.

_ Title: Enter to to identify the Bank Transfer Payment method during checkout.

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_ New Order Status: Set Pending until receipt of payment is authorized.

_ Payment from Applicable Countries: Set All Allowed Countries customers from
all countries specified in your store configuration can use this payment method.

Set Specific Countries Select each country in the list where customers can make
purchases from your store.

_ Instructions: Enter the instructions your customers must follow to set up a bank
transfer. Depending on the country where your bank is located and the requirements of
the bank, you might need to include the following information: Bank account name, Bank
account number, Bank routing code, Bank name, Bank address.

_ Minimum and Maximum Order Total: Set the amounts required to qualify to use this
payment method. An order qualifies if the total falls between, or exactly matches the
minimum or maximum total values.

_ Sort Order: Enter a number to determine the position of Bank Transfer in the list of
payment methods during checkout (0 = first, 1 = second, 2 = third, and so on).

Step 3When complete, tap Save Config button.

PCI Compliance Payment Method

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The Payment Card Industry (PCI) has established a set of requirements for businesses
that accept payment by credit card over the Internet. For example, we will show you how
to use the PayPal Express Checkout method:

Step 1On the Admin sidebar, tap Stores. Then under Settings, choose
Configuration. In the panel on the left under Sales, choose Payment Methods.

Step 2Find the PayPal Express Checkout section and press Configure button. Then
do the following:

1Open Express Checkout options and click on the Get Credentials from PayPal
button.

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This will open a new window of your browser to PayPals login page. Once logged in,
Magento 2 will automatically copy the required information from your Paypal account to
API configuration process.

2From the Basic Settings you can configure:

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_ Title: The title of the payment method.

_ Sort Order: Modifying this will change the display order of the payment method if
more than one are available (lower is higher with 0 being displayed on top).

_ Payment Action: You can choose between Authorization and Sale. If you choose
Authorization, you will have to authorize the payments before they can be processed. If
you choose the Sale option, the customer will be charged immediately after they pay.

_ Display on Product Details Page: Set Yes to allow the payment method to be
visible on the details page of every product (recommended).

3From the Advanced Settings you can configure:

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_ Display on Shopping Cart: Select Yes to display the method in the shopping cart
(recommended).

_ Payment Applicable From: If you want to allow only some Countries to use PayPal
Express choose them here.

_ Debug Mode: Set Yes to write communications with the payment system into the log
file.

_ Enable SSL verification: Set Yes to enable host authenticity verification.

_ Transfer Cart Line Items: Enabling this will show all of the purchased item in the
PayPal Transaction details during the payment process.

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_ Transfer Shipping Options: Transfers the Shipping Options from your Magento 2
Store to the PayPal window during the payment process.

_ Shortcut Buttons Flavor: You can choose either dynamic or static shortcut buttons.

_ Enable PayPal Guest Checkout: Set Yes to allow customers without PayPal
accounts to make a purchases with this method.

_ Requires Customers Billing Address: Set Yes and the customer will have to fill
this billing address (not recommended as it adds additional step to checkout process).

_ Billing Agreement Signup: If enabled, once a customer makes a purchase, he can

choose whether or not his next purchases to ask for his billing details or directly use the
one he has used before (we recommend using the Ask customer instead of Auto, if you
wish to have billing agreement as a configurable option).

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_ Skip Order Review Step: Set Yes to allow the customer to complete the transaction
from the PayPal site without returning to your Magento store for Order Review.

Step 3You will also be able to set the front-end looks by adding a logo and choosing the
style and colors for the PayPal Merchant Pages. When complete, click Save Config
button.

Shipping methods

By default, Magento 2 supported 4 shipping methods which are: Free Shipping, Flat
Rate, Table Rates, Dimensional Weight (Carriers).

Free Shipping

With no doubt, Free shipping is one of the most effective promotion methods in every
E-commerce business, you can easily set up this by using Magento 2 free shipping
rules, which is automatically set free shipping for a product if it meets the custom
condition that you choose before. For example, you want to set a free shipping over
$100, all customers who have orders more than $100 will get free shipping coupon
immediately.

To Setup Free Shipping method:

Step 1Go to Store > Configuration > Sale > Shipping Methods.

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178
Step 2At Free Shipping menu, you fill in the information that Magento 2 required
includes:

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1, Set Yes to turn on Free shipping in Enable box.

2, Fill in Title box and Method name.

3, Enter the Minimum Order Amount to qualify for free shipping.

4, In the Displayed Error Message box, type the message to appear if free shipping
becomes unavailable.

5, Choose a suitable value in Ship to Applicable Countries box: All Allowed Countries
or Specific Countries.

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6, In Show Method if Not Applicable you can choose 2 options: Yes or No.

7, Enter a Sort Order number to determine the position of free shipping in the list of
shipping methods during checkout. You can choose 1, 2, 3

Step 3After finish all of above configuration, you can click Save Config button

To Enable Free Shipping in the Carrier Configuration:

Step 1From the Shipping Methods configuration, click to expand the UPS section.

Step 2Expand the UPS section. Then do the following:

1, Set Free Method to Ground.

2, To require a minimum order for free shipping, set Free Shipping with Minimum
Order Amount to Enable.

3, Enter the required amount in the Minimum Order Amount for Free Shipping field.

Step 3When complete, tap Save Config button.

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Flat Rate Shipping

In Magento 2 flat rate shipping is a fixed option for customers, in this way, the charge
can be predefined for each product or order. There are many store-owners use this
shipping method because of the simple and useful benefit that it brings.

To Setup Flat Rate Shipping method:

Step 1Go to Store > Configuration > Sale > Shipping method, expand Flat Rate tab.

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Step 2You need to fill in needed information in all blank boxes. Follow the instruction
below:

1, Set Enable to Yes.

2, Fill in Title for your Flat rate method and Method Name.

3, Choose which Type of Flat rate shipping that you prefer: Per order/Per item.

4, Enter the Price that you want to charge for flat rate shipping.

5, Calculate Handling Fee: You can calculate shipping fee with fixed amount or percent
amount.

6, Displayed Error Message: Customize your message to customers when something

goes wrong.

7, Ship to Applicable Countries: You can apply Magento 2 flat rate shipping for a
specific country by using this option.

8, Enter a Sort Order number to determine the position of the Flat Rate in the list of
shipping methods during checkout.

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Step 3After finish, hit Save config button.

Table Rate Shipping

With Table rate shipping method in Magento 2, customers can have the smartest choice
for their shipping option, based on data from many fields like Weight, Destination,
Price When customers choose an option, your store will automatically estimate the
shipping fee for their order.

There are 4 steps that you need to finish to set-up Magento 2 table rate shipping
method.

Step 1Default Settings.

Firstly, we need to complete default setting for Table Rate, you can go to Table rate
menu by following this path: Store >> Configuration >> Sale >> Shipping Methods,
then expand the Table rate configuration then follow the below instruction:

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1, Enable: Turn it to Yes.

2, Title: Fill in the title that you want.

3, Method Name: This config will define how it call in checkout page.

4, Condition: In this box, you need to choose the formula that your store will use to
calculate the shipping fee: Weight vs Destination; Price vs Destination; Number of item
vs Destination.

5, Include Virtual Products in Price Calculation you should turn to Yes if your store has
virtual product.

6, Calculate Handling Fee: You can set to fixed or percent.

7, Displayed Error Message: Customize your message to customers if there is any

problem.

8, Ship to Applicable Countries: You can set table rate shipping method in Magento 2
to multiple countries by using this option, just choose which countries you want.

9, Sort Order: Position of this option in the checkout page. You can set 0,1,2,3.

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When you finish everything, hit Save config button to apply your change with Magento 2
table rate shipping method.

Step 2Build Table Rate Data.

Choose the Store view to where you want to apply these changes:

In the upper-left corner, set Store View to Main Website or to any other website where
the configuration applies. When prompted to confirm, tap OK. You can see Import and
Export were placed next to Use default buttons. We have to change the Condition here
so we need to clear Use Default Checkbox, choose another option.

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Click Export CSV and download this file to your computer. Why do we need to
download this file? We will edit the data inside it with our data. After finishing editing
data, save changes.

Step 3Import the Table Rate Data.

In the previous step, you have to export and edit the data in Table Rate, now you need
to Import it back to the server. Return to the Table Rates section of your store
configuration.

1, In the upper-left corner, set Store View to the website where this method will be used

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2, Next to the Import field, tap Choose File. Select your completed tablerates.csvfile,
and import the rates.

When complete, click Save Config.

Step 4Configure the Rates.

To make sure that the table rate data is correct, go through the payment process with
several different addresses to make sure the shipping and handling rates are calculated
correctly.

Dimensional Weight (Carriers)

With Magento 2 dimensional weight, customers have to pay for shipping based on their
products space. It means that carriers will base on package volume of products the
amount of space that product takes in the stock of carrier. Now dimensional weight is
quite popular because of there are many providers offer this such as: DHL, FedEx, UPS,
USPS. In later tutorial, we will talk about this.

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Promotion in Magento 2

As one of the leading E-commerce platforms, Magento 2 has many powerful Marketing
Tools. First we will dig deep to the field of Promotion, with two types of price rules to
create a promotion. While Catalog Price Rules are discounts applied for products in
category or product pages, Cart Price Rules are only applied after a product had been
added to cart. Lets take a look at these two types.

Catalog Price Rules

In Catalog Price Rules, click Add New Rule.

Rule Information

Create General Information such as:

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_ Rule Name: Choose the name which describe the meaning of the Rule much.

_ Description: Give it some descriptions as you wish.

_ Status: Make it Inactive or Active.

_ Websites: If your Magento installation has a hierarchy of websites, stores, or views,

you could simply choose those you want by clicking on them one by one.

_ Customer Groups: Choose the customer groups will be benefited from your
Promotion Rule.

_ From To: Choose the Time Limit of your Promotion.

_ Priority: If you have other Rules in same period, set the priority of this one (lower
number means higher priority with 0 being the highest).

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Conditions

Dont add conditions if rule is applied to all products. You can narrow the rule to
specified categories or attribute sets. Just do this as the images below:

191
And the result will be:

If you want to add conditions for specified attribute sets, click and do the following:

192
For categories, you can do the following:

193
In case you want to combine more conditions, select Conditions Combination:

194
Actions

You create your discount method here:

_ Apply: Select discount method, which can be: Apply as percentage of original, Apply
as fixed amount, Adjust final price to this percentage, Adjust final price to discount value.

_ Discount amount: select the amount of discount.

_ Subproduct discounts: Select Yes to enable discount for subproduct.

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Finally, you can save and Apply this Rule to take effect.

Cart Price Rules

In Cart Price Rules, select Add New Rule.

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Rule Information

Create General Information such as:

_ Rule Name: Choose the name which describe the meaning of the Rule much.

_ Description: Give it some descriptions as you wish.

_ Status: Make it Inactive or Active.

_ Websites: If your Magento installation has a hierarchy of websites, stores, or views,

you could simply choose those you want by clicking on them one by one.

_ Customer Groups: Choose the customer groups will be benefited from your
Promotion Rule.

_ Coupon: Choose Specific Coupon or just select No Coupon.

_ Uses per Customer: If enabled coupon for Customer, you can set the limit use of
coupons for each customer.

_ From To: Choose the Time Limit of your Promotion.

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_ Priority: If you have other Rules in same period, set the priority of this one (lower
number means higher priority with 0 being the highest).

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Conditions

Leave blank if rule is applied to all products. First click to the button, then do as the
following:

_ Product attribute combination, choose from the cart attributes: subtotal, total items
quantity, total weight, payment method, shipping method, shipping postcode, shipping
region, shipping state/province, shipping country.

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_ If total quantity or total amount is fixed value for a subselection of items in cart
matching all of these conditions, choose Products subselection.

_ Condition Combination is the same with Catalog Price Rules.

Actions

You make the value of the discount here. Notice these fields:

_ Apply: Select the discount method: Percent of product price discount, Fixed Amount
discount, Fixed Amount discount for whole cart, Buy X Get Y Free.

_ Discount amount: fill in the amount for discount.

_ Maximum Qty Discount is Applied To: Select the quantity of products after which
the discount will be applied

_ Discount Qty Step: For Buy X Get Y Free method, you need to buy a number of X in
order to get Y free.

_ Apply to Shipping Amount: In case you want to apply discount to shipping also.

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_ Free Shipping: Enable Free shipping or not.

And you can make more conditions for cart items like this:

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Labels

You can set labels for your discount:

_ Default Rule Label for All Store Views: The name of label for your discount.

_ Store View Specific Labels: Choose what labels to have on the different store views
of your site.

Finally, you can save and Apply this Rule to take effect.

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Magento 2 Customers

Introduction

The main dashboard of Customers tab in Magento 2 backend consists of:

1, Search bar: Find your customers efficiency and easily, narrow the list.

2, Action box: Delete, subscribe/unsubscribe customer from newsletter, assign a

customer group or edit customer.

3, Filter: Narrow the list of customer by variety of filter options.

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4, Number per page: Change to show a number of customers at one page.

5, Columns: Edit the visible columns shown in table of customers.

6, Export: Export all customers database in CSV or Excel XML.

7, Add New Customer: Simply add a new customer.

8, Table of Customers: Find and Edit the data of customers.

How to add a new customer

In backend, the Administrator can add a new customer manually or import from a
customer list. In frontend, Customer can sign up to be a new customer of your website.

Add manually

Click Add New Website button. In Account Information, there are 4 compulsory fields.
The rests are optional to fill or not. Then you need to Save Customer.

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In Addresses, the steps are the same.

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Import from lists

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If you have a list, go to System -> Data Transfer -> Import, then you can import your
file via Customers And Addresses, Customers Main File or Customers Addresses. You
should download sample file and edit the information.

Register by customers

Your customer can also register in frontend and their information will be saved in the
backend.

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Customer Configuration

Finally, you need to know about Customer Configuration in Stores Tab. There are 5
configuration for customers, including of: Newsletter, General Customer Configuration,
Wish List, Promotion and Persistent Shopping Cart. Navigate to Stores ->
Configuration.

Newsletter is where you set up your newsletter configuration,

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Customer Configuration is composed of many fields. You can look at the image below to
know the required value for each field.

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210
211
Wish List can also be fixed like that:

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Third party solution for Magento 2

Magento 2 extension wont just be wonderful for all your necessary task. Thats why your
online store needs more third party solutions for Magento 2. Well, there are lots of them,
but for a typical store owner, you should notice these two most: the live chat system and
the ticket system.

Live chat system

Live chat system is an online customer service software with live support and some web
analytics capabilities. There are now 2 most well-known live chat systems which are
developed and worked well in SaaS (Software as a Service) business like Magento 2:
Zendesk chat (formerly Zopim chat) and Intercom. Lets see the table of comparison
between these two:

Overall features Zendesk chat Intercom

Live chat and instant x x

message

Trigger x x

Tracking and Live Analytics x x

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Mobile app x x

Offline mode x

History chat x x

Team Inbox x

Appearance Customization x x

Email Composer x

Zendesk chat Intercom

Price Min $11.2 Min $49

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Available Engage + Learn + Support: Lite Free
plans from $57

1 Agent
For your
company
Everything for
Marketing,
Product, and
Support to Basic $11.20/agent/month
connect with (yearly) or $14/agent/month
customers. (monthly)

Unlimited Agents
Acquire: flat $49 Unlimited Chats
2 Triggers
2 Departments
Widget
Customization
For sales and
support teams
Talk to visitors
on your website
to help them
become Advanced 20/agent/month
$
customers (yearly) or $25/agent/month
(monthly)

Engage: from $49 Unlimited Triggers

Unlimited
Departments
Rest API
Operating Hours
For marketing
teams

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 Guide new Chat Reports
signups to
become active
customers

Premium 44/agent/month
$
(yearly) or $55/agent/month
(monthly)
Learn: from $49

Widget Unbranding
For product Agent Reports
teams Real-Time
Get quality Monitoring
product High Load
feedback from Dashboard
the right 24/7 support
customers

Support: from $49

For support
teams
Streamline
support for your
team and your
customers

216
 Observe: free forever

For your
company
See who your
customers are
and what they
do in your
product

Available USA, UK, Canada, Europe, USA, UK, Canada, Europe

Languages Asia, Australia, China,
Germany, India, Japan, Latin
America, Middle-East

Business Size Small Business | Medium Small Business | Medium

Business | Large Enterprises | Business | Freelancers
Freelancers

Website https://www.zopim.com/ https://www.intercom.com/

OS supported Windows Windows

Mac Mac
Android Android
iOS
Web-based

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 iOS

Supported Zopim supports integration Intercom offers an API and

Integrations with the following business integrates with the following
systems and applications: applications:

Zendesk Driftrock Custom

Google Audience
Analytics Usersnap
Salesforce Stripe
Highrise

Support ticket system

A ticket system is a computer software package that manages and maintains lists of
issues, as needed by an organization. Notable supported Ticket systems for Magento 2
are Zendesk ticket and Kayako.

Available features Zendesk Kayako

Email to Ticket Conversion x x

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Knowledge Base x x

Self Service Portal x x

Multiple Service Level x x

Agreement policies

Automations Ticket x x
routing, scenario
automations

Community Portal with Idea x x

Management & Voting

Multi-language & multi-time x x

zone support

Satisfaction Surveys x x

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 Zendesk Kayako

Price $25 $24

Available plans Regular ($25 Case ($24 per

per month, month, billed
billed annually; annually or $29
$29 if monthly): monthly): per
per agent; agent; ticket and
customer email
satisfaction management;
ratings; domain intelligent ticket
mapping routing and
Plus promo workflows; set
($49 per month, targets and track
billed annually; reply deadlines
$59 if monthly): Engage ($24 per
per agent; month, billed
insights; annually or $29
internal monthly): per
knowledge agent; roll-out live
base, time chat; real-time
tracking visitor monitoring;
Enterprise voice and
($125 per click-to-call
month, billed Fusion ($39 per
annually; $139 month, billed
if monthly): per annually or $49
agent; launch monthly): per
guidance; free agent; email +
light agents; tickets + live chat
ticket forms; + calls; every
custom roles
Enterprise
Elite ($195 per

220
 month, billed conversation
annually) tracked

Available USA, UK, Canada, Europe, USA, UK, Canada, China,

Languages Asia, Australia, China, Germany, India, Japan
Germany, India, Japan, Latin
America, Middle-East

Business Size Small Business | Large Small Business | Large

Enterprises | Medium Enterprises | Medium Business |
Business | Freelancers Freelancers

Website https://www.zendesk.com/ https://www.kayako.com/

OS supported Windows Windows

Mac Mac
Android Android
iOS iOS
Blackberry Linux
Linux

Supported 123Contact Basecamp

Integrations Form Drupal
3CLogic Freshbooks
AgileCRM Joomla
AppGuru Mailchimp

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 Azuqua Salesforce
Capsule CRM SAML Single
Cart 66 Sign-on
Cisco DTK WHMCS
ClickDesk Live WordPress
Chat Yammer
Cloud Magic More apps from
Drupal Kayako
FreshBooks community
Google Apps REST API
Hootsuite integrates with
Infusionsoft your apps and
Joomla! backend systems
LiveChat
MailChimp
Microsoft
Dynamics
Olark Live Chat
Podio
SAP Business
One
WordPress
Zopim Chat

Conclusion

Because Zendesk chat and Zendesk system, these two systems are working well
together. Zendesk chat is considered better than Intercom, both in price and functions.
We have used many different live chat and ticket system, but we are now happy with the
current Zendesk chat and ticket system.

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