Magento Community Edition User Guide

1024 Pages·2015·12.31 MB·English

Magento
Community Edition
User Guide
Version 1.9.2.1
Contents
Getting Started
1
CHAPTER 1: Welcome to Magento! 3
Resources 4
Join theConversation! 7
CHAPTER 2: AboutThis Release 9
System Requirements 10
Compatibility Check 11
Installing Magento 11
Part I:MagentoInstallation 12
Part II:MagentoInstallation 20
Reinstalling Magento 25
Using a Staging Environment 25
Prelaunch Checklist 26
CHAPTER 3: YourMagento Account 29
Sharing YourAccount 32
CHAPTER 4: Quick Tour 35
CustomerJourney 36
Attract New Customers 38
EngageYourCustomers 39
IncreaseAverageOrderValue(AOV) 40
Moment ofPurchase 42
CustomerRetention 43
Updated:8/1/2015 Copyright©2015Magento,Inc.Allrightsreserved.
Loyalty &Advocacy 44
Success! 45
Basic Configuration
47
CHAPTER 5: Store Admin 49
Admin Login 50
My Account 52
MessageInBox 53
Notification Setup 57
Admin Menu 58
Admin Tools 61
Global Record Search 62
List Controls 63
Actions Control 65
CHAPTER 6: Store Details 69
StoreInformation 70
LocaleOptions 71
States Options 72
Countries Options 73
Currency 74
BasicShipping Settings 75
StoreEmail Addresses 76
Contact Us 78
CHAPTER 7: Websites,Stores & Views 81
Setting Up StoreHierarchy 82
Configuration Scope 84
Adding a Language 86
StoreURLs 89
Secureand UnsecureBaseURLs 90
Using a Custom Admin URL 92
CHAPTER 8: Industry Compliance 95
PCIComplianceGuidelines 96
MagentoCommunityEditionUserGuide,Version 1.9.2.1 iii
Privacy Policy 97
CookieLaw Compliance 98
CookieRestriction Mode 98
CookieReference 102
Product Catalog
103
CHAPTER 9: Navigation 105
Top Navigation 106
BreadcrumbTrail 107
Product List Configuration 108
Pagination Controls 110
Layered Navigation 112
FilterableAttributes 114
PriceNavigation 116
CHAPTER 10: Categories 119
Category Levels 120
Creating Categories 121
Modifying Categories 124
Root Categories 125
Hidden Categories 127
General Information 128
Display Settings 130
Custom Design 132
Category Products 134
CHAPTER 11: Attributes 135
AttributeInput Types 136
Date&TimeCustom Options 137
Creating Attributes 138
Deleting Attributes 141
Creating an AttributeSet 142
AttributeQuickReference 144
AttributeProperties 146
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AttributeFrontend Properties 149
CHAPTER 12: FlatCatalog 151
Setting Up a Flat Catalog 152
CHAPTER 13: Creating Products 155
Product Types 156
SimpleProduct 158
Grouped Product 163
ConfigurableProduct 167
Virtual Product 174
BundleProduct 177
DownloadableProduct 183
DownloadableProduct Options 188
CHAPTER 14: Swatches 191
Swatch Workflow 192
Text-Based Swatches 192
Swatches in Layered Navigation 193
Swatch Configuration 193
Adding Swatch AttributeValues 196
Preparing Swatch Images 197
Uploading Swatch Images 198
Setting Up DynamicImages 202
Swatch Localization 207
English as Primary Language 207
OtherPrimary Languages 207
Clearing theSwatch Cache 210
CHAPTER 15: ProductImages 211
Thumbnail Gallery 212
Light Boxes and Sliders 212
ImageZoom 212
ImageSizeand Type 213
Adding Product Images 215
Placeholders 217
MagentoCommunityEditionUserGuide,Version 1.9.2.1 v
Watermarks 218
Shopping Cart Thumbnails 220
CHAPTER 16: ProductPricing 221
Prices 222
Special Price 224
TierPrice 225
Quantity Increments Packaging 227
Minimum Advertised Price 228
MAPLogic 229
MAPConfiguration 230
Product Group Price 232
Product Group PriceSetup 232
Group PriceAttribute 234
CHAPTER 17: Inventory 235
Inventory Configuration 236
Managing Stock 237
StockOptions 243
StockAvailability 245
MessageScenarios 247
Product Page 248
Catalog Page 250
Out ofStockThreshold 251
Product Alerts 252
Scheduling Product Alerts 255
Managing StockforConfigurableProducts 256
CHAPTER 18: ProductInformation 257
General 258
Product Meta Data 261
Recurring Profile 262
Design 268
Gift Options 270
Websites 271
Categories 272
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Related Products 273
Up-sells 274
Cross-sells 275
Custom Options 276
Translating Products 278
Search & SEO
281
CHAPTER 19: StorefrontSearch Tools 283
QuickSearch 284
Advanced Search 285
Search Results 287
PopularSearch Terms 288
Catalog Search Configuration 290
CHAPTER 20: Managing Search Terms 291
Adding Search Terms 292
CHAPTER 21: SEO BestPractices 295
Meta Information 296
Sitemap 297
Catalog URLs 299
DynamicURL 299
StaticURL 299
URLKey 299
StoreCode 299
HTMLSuffix 300
Category Path 300
URLOptions 301
DynamicMedia URLs 304
Canonical Meta Tag 306
CHAPTER 22: Managing URL Rewrites 309
AutomaticProduct Redirects 310
Creating URL Rewrites 311
Configuring URL Rewrites 313
MagentoCommunityEditionUserGuide,Version 1.9.2.1 vii
Product Rewrite 314
Category Rewrite 318
Custom Rewrite 321
Marketing & Promotions
325
CHAPTER 23: Promotions 327
Product Relationships 328
Catalog PriceRules 329
PriceRulewith MultipleSKUs 334
Shopping Cart PriceRules 336
Coupon Codes 348
Auto-Generated Coupon Codes 350
Coupon Report 353
FreeShipping Promotion 354
Buy XGet YFree 357
Discount with Minimum Purchase 359
CHAPTER 24: Shopping Tools 363
CustomerEngagement 364
Wishlists 366
Wishlist Workflow 366
Updating Wishlists 367
Wishlist Reports 368
CompareProducts 369
Recently Viewed/Compared Products 371
Product Reviews 373
Custom Ratings 375
Tags 376
Products Tagged by Administrators 378
Moderating Tags 379
Polls 380
Email a Friend 383
Gift Options 385
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CHAPTER 25: Newsletters 387
NewsletterConfiguration 388
NewsletterTemplates 389
NewsletterQueue 390
CHAPTER 26: Sales Channels 391
GoogleShopping 392
Social Media 399
Adding FacebookPlugins 400
FacebookOpen Graph 404
Setting Up RSSFeeds 407
CHAPTER 27: Google Tools 409
GoogleMerchant Center 410
GoogleSitemap 415
GoogleSitemap Configuration 419
GoogleUniversal Analytics 421
Google“Classic”Analytics 423
Content Elements
427
CHAPTER 28: Magento CMS 429
CMSMenu 430
CHAPTER 29: ContentPages 431
CoreContent 432
Default Pages 434
Creating a Page 435
Using theEditor 438
Inserting a Link 439
Inserting Images 440
Adding a Widget 442
Media Storage 445
Translating Pages 446
MagentoCommunityEditionUserGuide,Version 1.9.2.1 ix
CHAPTER 30: Blocks 449
Creating a StaticBlock 450
Positioning Blocks 452
CHAPTER 31: Widgets 455
Widget Types 456
Creating a Widget 457
CMSStaticBlockWidget 460
New Products List 461
Mini Shopping Cart Widget 466
CHAPTER 32: Variables 469
Predefined Variables 470
Custom Variables 472
CHAPTER 33: Markup Tags 473
Markup Tag Syntax 474
StoreURL 474
Media URL 474
BlockID 474
TemplateTag 474
Non-InlineCSSTag 475
Widget Code 475
Using Markup Tags in Links 476
Category Listing on HomePage 478
Design & Theme
481
CHAPTER 34: YourStore Design 483
Uploading YourLogo 484
Uploading a Favicon 485
Changing theWelcomeMessage 487
StoreDemoNotice 488
Copyright Notice 489
x MagentoCommunityEditionUserGuide,Version 1.9.2.1