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Magento Community Edition, Version 1.9 Copyright © 2014 Magento, Inc. All rights reserved.
iiiMagento Community Edition:User Guide
Contents
Getting Started
i
Chapter 1: Welcome to Magento! 3
Resources 4
Join the Conversation! 6
Chapter 2: Installing Magento 9
System Requirements 10
Part I: Magento Installation 11
Part II: Magento Installation 20
Reinstalling Magento CE 24
Staging Environment 24
Chapter 3: Your Magento Account 25
Sharing Your Account 26
Chapter 4: Quick Tour 29
Your Storefront 29
Customer Journey 30
Attract New Customers 32
Engage Your Customers 33
Increase Average Order Value (AOV) 34
Moment of Purchase 36
Customer Retention 37
Loyalty & Advocacy 38
Success! 39
Basic Configuration
41
Chapter 5: Store Admin 43
Admin Login 44
Contents
iv Magento Community Edition:User Guide
Message InBox 44
Dashboard 48
Admin Menu 49
Admin Tools 52
Global Record Search 53
List Controls 54
Actions Control 56
Selecting Records 56
Checkbox States 56
Chapter 6: Multiple Sites, Stores & Views 61
Setting Up Store Hierarchy 61
Configuration Scope 63
Chapter 7: Store Information 67
Locale Options 68
States Options 69
Countries Options 70
Currency Setup 71
Shipping Settings 73
Store Email Addresses 75
Contact Us 77
Chapter 8: Industry Compliance 79
PCI Compliance Guidelines 80
Privacy Policy 81
Cookie Law Compliance 82
Cookie Restriction Mode 82
Google Analytics Cookies 85
Product Catalog
87
Chapter 9: Navigation by Category 89
Top Navigation 90
Breadcrumb Trail 91
Layered Navigation 92
Filterable Attributes 93
Contents
vMagento Community Edition:User Guide
Price Navigation 94
Iterative Splitting 95
Creating Categories 96
Modifying Categories 99
Root Categories 100
Hidden Categories 102
General Information 103
Display Settings 104
Custom Design 106
Category Products 107
Chapter 10: Managing Attributes 109
Attribute Input Types 110
Creating Attributes 111
Deleting Attributes 114
Creating an Attribute Set 114
Attribute Quick Reference 116
Attribute Properties 118
Attribute Frontend Properties 121
Chapter 11: Flat Catalog 123
Flat Catalog Configuration 124
Chapter 12: Creating Products 127
Product Types 128
Simple Product 130
Grouped Product 135
Configurable Product 138
Virtual Product 145
Bundle Product 148
Downloadable Product 153
Downloadable Product Configuration 159
Chapter 13: Product Information 161
General 162
Meta Information 165
Recurring Profile 166
Contents
vi Magento Community Edition:User Guide
Design 171
Gift Options 172
Websites 173
Categories 174
Related Products 175
Up-sells 176
Cross-sells 177
Custom Options 178
Chapter 14: Inventory 181
Inventory Configuration 181
Managing Stock 183
Stock Availability 186
Stock Availability Message Scenarios 188
Product Page Messages 188
Catalog Page Messages 189
Out of Stock Threshold 190
Product Alert Configuration 191
Product Alerts Run Settings 191
Managing Stock for Configurable Products 192
Chapter 15: Product Images 195
Thumbnail Gallery 195
Light Boxes and Sliders 196
Image Zoom 196
Image Size and Type 197
Adding Product Images 198
Placeholders 200
Watermarks 201
Shopping Cart Thumbnails 202
Chapter 16: Product Pricing 203
Special Price 205
Tier Price 206
Minimum Advertised Price (MAP) 208
Global Configuration 209
Contents
viiMagento Community Edition:User Guide
Product Group Price 213
Group Price Examples 214
Group Price Attribute 215
Search & SEO
217
Chapter 17: Storefront Search Tools 219
Quick Search 220
Advanced Search 221
Search Results 223
Popular Search Terms 226
Catalog Search Configuration 227
Chapter 18: Managing Search Terms 229
Adding Search Terms 229
Chapter 19: SEO Best Practices 233
Meta Information 234
Sitemap 235
Catalog URL Options 236
Dynamic URL 236
Static URL 236
URL Key 237
Store Code 237
HTML Suffix 238
Category Path 238
Dynamic Media URLs 240
Canonical Meta Tag 242
Chapter 20: Managing URL Rewrites 245
Automatic Product Redirects 245
Creating URL Rewrites 247
Creating a Product Rewrite 248
Creating a Category Rewrite 250
Creating a Custom Rewrite 252
Contents
viii Magento Community Edition:User Guide
Marketing
257
Chapter 21: Promotions 259
Product Relationships 260
Catalog Price Rules 261
Price Rule with Multiple SKUs 266
Shopping Cart Price Rules 267
Coupon Codes 278
Auto-Generating Coupon Codes 280
Exporting Auto-Generated Coupon Codes 281
Tracking Coupon Usage 282
Free Shipping Promotion 283
Buy X Get Y Free 286
Discount with Minimum Purchase 287
Chapter 22: Shopping Tools 293
Wishlists 294
Wishlist Configuration 295
Compare Products 296
Recently Viewed/Compared Products 299
Product Reviews 300
Writing Product Reviews 300
Moderating Reviews 301
Custom Ratings 302
Tags 303
Products Tagged by Administrators 304
Moderating Tags 305
Tag Activity 306
Polls 306
Editing a Poll 308
Email a Friend 309
Gift Options 310
Gift Options Configuration 310
Chapter 23: Newsletters 313
Contents
ixMagento Community Edition:User Guide
Newsletter Configuration 314
Newsletter Templates 315
Newsletter Queue 316
Chapter 24: Sales Channels 317
Social Marketing 317
Facebook Open Graph 317
Setting Up RSS Feeds 321
Chapter 25: Mobile Apps 323
Creating a Mobile App 323
Managing AirMail 332
Creating a Message Template 333
Message Queue Management 334
Chapter 26: Google Tools 337
Google Merchant Center 337
Google Sitemap 342
Google Analytics 346
Google Shopping 349
Content Elements
351
Chapter 27: Mastering Magento CMS 353
CMS Menu 353
Chapter 28: Content Pages 355
Core Content 355
Creating a Page 357
Using the Editor 360
Inserting a Link 361
Inserting Images 362
Adding a Widget 363
Chapter 29: Static Blocks 367
Creating a Static Block 368
Positioning Blocks 369
Block References 369
Contents
x Magento Community Edition:User Guide
Chapter 30: Widgets 373
Widget Types 373
Creating a Widget 374
CMS Static Block Widget 377
New Products List 378
Mini Shopping Cart Widget 382
Chapter 31: Variables 385
Predefined Variables 385
Custom Variables 387
Chapter 32: Layout Updates 389
Placing a Block with a Layout Update 390
Controlling Block Order 391
Standard Block Layout 392
Layout Update Syntax 394
Layout Update Examples 397
XML Load Sequence 399
Default Layout 399
Changes to Specific Pages 399
Chapter 33: Markup Tags 401
Using Markup Tags in Links 403
Design & Theme
405
Chapter 34: Your Store Design 407
Your Store Logo 407
Changing the Welcome Message 408
Store Demo Notice 409
Chapter 35: Page Layout 411
Page Layout Variations 411
Page Layout Examples 413
1 Column Layout 413
2 Columns with Left Bar 414
2 Columns with Right Bar 414
Contents
xiMagento Community Edition:User Guide
3 Columns 415
Uploading a Favicon 416
Chapter 36: Page Configuration 419
HTML Head 419
Header 421
Page Footer 422
Chapter 37: Your Store’s Theme 423
Responsive Web Design 423
Using the Default Theme 424
Exceptions 425
Technical Information 425
Code Location 426
Installing a New Theme 427
Customers
431
Chapter 38: Customer Accounts 433
Account Dashboard 433
Chapter 39: Customer Groups 437
Sales & Orders
439
Chapter 40: Managing Orders 441
Order Process Overview 442
Chapter 41: Assisted Shopping 443
Online Customers 444
Create an Order 445
Update an Order 449
Create a Customer Account 451
Update a Customer Account 454
Persistent Shopping Cart 455
Types of Cookies 455
Cookie Scenarios 456
Cookie Workflow 457
Contents
xii Magento Community Edition:User Guide
Terms and Conditions 460
Chapter 42: Order Fulfillment 463
Order Workflow 464
Order Status 465
Custom Order Status 466
Invoice an Order 468
Print Invoices 471
Ship an Order 472
View Shipment Detail 473
Packing Slips 473
Shipping Labels 475
PDF Printouts 482
Customer Address Formats 482
Examples 484
Chapter 43: Store Credit and Refunds 485
Product Return Workflow 486
Create a Credit Memo 487
Print a Credit Memo 491
Payments
493
Chapter 44: Basic Payment Methods 495
Merchant Location 496
Bank Transfer Payment 496
Cash On Delivery 498
Check / Money Order 499
Purchase Order 501
Zero Subtotal Checkout 502
Saved Credit Cards 504
Chapter 45: PayPal Payment Solutions 507
PayPal Express Checkout 507
All-In-One Solutions 507
Payment Gateways 508
PayPal Business Accounts 508
Contents
xiiiMagento Community Edition:User Guide
PayPal Payments Advanced 509
Merchant Requirements 509
Configuration 509
Checkout Workflow 509
Order Processing Workflow 510
PayPal Payments Pro 510
Requirements 510
Configuration 510
Checkout Workflow 510
Order Processing Workflow 511
PayPal Payments Standard 511
Merchant Requirements 512
Configuration 512
Checkout Workflow 512
PayPal Express Checkout 512
Requirements 513
Configuration 513
Checkout Workflow 513
Save Customer Billing Address 514
Manage Order Transactions 515
Payment Action Set to “Order” 515
Bill Me Later 516
Billing Agreements 519
Workflow 520
Create Billing Agreement from Customer Account 520
Create Billing Agreement with Order 521
Managing Billing Agreements 522
Create Sales Order with Billing Agreement 522
Settlement Reports 522
View a Settlement Report 524
PayPal Payflow Pro 525
Customer Workflow 525
Order Processing Workflow 526
PayPal Payflow Link 526
Contents
xiv Magento Community Edition:User Guide
Customer Workflow 526
Order Workflow 527
PayPal Payment Solutions by Country 528
Chapter 46: Payment Solutions & Gateways 531
Worldwide 531
Europe 532
Oceania 533
Authorize.Net 533
Direct Post Method 534
Admin Workflow 538
Customer Workflow 538
Partial Authorization with Authorize.Net 539
Customer Workflow 539
Admin Workflow 541
Partial Authorization Refunds 541
Chapter 47: Payment Services 543
3D Secure Credit Card Validation 543
3D Secure Customer Workflow 546
Shipping
547
Chapter 48: Basic Shipping Methods 549
Shipping Settings 550
Flat Rate 551
Free Shipping 552
Table Rates 554
Price v. Destination Example 559
Online Rates 560
Chapter 49: Shipping Carriers 561
Package Type by Carrier 562
FedEx 562
UPS 563
USPS 564
DHL 565
Contents
xvMagento Community Edition:User Guide
Chapter 50: Shipping Labels 567
Workflow 567
Shipping Label Configuration 568
Generate Shipping Labels 570
Create Packages 572
Change Product Quantities in Package 575
Print Labels for Multiple Orders 575
Tracking Numbers 575
Taxes
577
Chapter 51: Managing Taxes 579
Tax Resource Permissions 579
General Tax Configuration 579
Tax Classes 584
Product Tax Classes 584
Customer Tax Classes 585
Tax Zones & Rates 585
Tax Rules 587
Cross-Border Price Consistency 589
Fixed Product Tax 590
Fixed Product Tax Calculations 590
Fixed Product Tax Setup 591
Be Careful Disclosing FPT Prices in Email 595
Compound Taxes 595
Setting Up Compound Taxes 596
Chapter 52: Value Added Tax (VAT) 599
VATID Validation 601
Setting Up VAT ID Validation 602
VAT Validation Customer Workflow 609
During Registration 609
During Checkout 609
Managing VAT Validation 610
VAT Number Customer Address Attribute 610
Contents
xvi Magento Community Edition:User Guide
Disable Automatic Customer Group Change 611
VAT ID Validation in Customer Accounts 612
VAT ID Validation When Creating an Order 612
Store Operations
615
Chapter 53: Managing Email Templates 617
Uploading Your Email Logo 617
Customizing Email Templates 618
Email Template Configuration 621
Chapter 54: Managing Data Transfer 623
Working with CSV Files 623
Product CSV Structure 623
Customer CSV Structure 625
Importing Data 626
File Validation 627
Importing Product Images 627
Import Guidelines 628
Exporting Data 629
Chapter 55: Reports 631
Dashboard 631
Snapshot Reports 632
Dashboard Configuration 633
Running Reports 634
Orders Report 634
Refreshing Sales Report Statistics 637
Available Reports 638
Chapter 56: Admin Permissions 641
Creating New Users 641
Creating Custom Roles 643
Chapter 57: Security 647
Security Configuration 647
CAPTCHA 648
Contents
xviiMagento Community Edition:User Guide
Admin CAPTCHA Configuration 649
Customer CAPTCHA Configuration 651
System Operations
655
Chapter 58: Index Management 657
Manual Reindexing 659
Index Modes 659
Chapter 59: Cache Storage Management 663
Clearing Caches 663
External Full-Page Cache 666
Chapter 60: Alternate Media Storage 667
Using a Database for Media Storage 667
Accessing Media from a Database 668
Using a Content Delivery Network 668
Accessing Media from a CDN 670
Chapter 61: Server Backups & Rollback 671
Creating a Backup 671
Roll Back Changes 672
Limiting Access to Backup and Rollback 672
Create a Backup from Magento Connect Manager 672
Chapter 62: Magento Connect 675
Updating Magento 675
Installing Extensions 677
Chapter 63: Web Services 679
Magento Core API Settings 679
WS-I Endpoint URL 679
General Settings 679
Activating Web Services 680
REST Roles 681
Appendix A: Glossary 683
Appendix B: Editor Toolbar 695
Getting Started
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