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Learning Magento 2 Administration

Book Description

Maximize the power of Magento 2 to improve your e-commerce business

About This Book

  • Strategic planning for maximizing your Magento 2 store’s operations and sales.

  • Important guidelines and advice for optimizing your Magento 2 store.

  • Packed with screenshots and step-by-step instructions to leverage the hundreds of Magento 2 features.

  • Who This Book Is For

    This guide is for store owners who use Magento 2 on a daily basis to operate their online stores. Proprietors will use this guide as a reference for ensuring that they are utilizing the full power of Magento 2. Developers and solution providers will find this guide a helpful tool in identifying opportunities to help their clients navigate the complexity of Magento 2.

    What You Will Learn

  • Strategies for creating multiple stores within a single Magento installation.

  • Use of complex product types such as bundles, downloadables and virtual products.

  • Configuring payments, shipping and taxes.

  • Accommodating multiple languages and currencies.

  • Installing and configuring themes.

  • Managing content and search engine optimization.

  • Creating promotions, up-sells and cross-sells.

  • Leveraging the customer relationship features of Magento 2.

  • Securing and optimizing your installation.

  • In Detail

    Magento 2 has been completely re-written and re-designed to take the world’s most popular open source e-commerce platform to new heights of productivity and usability. With this overhaul comes improved opportunities to leverage the world’s most successful open source e-commerce platform for your online retail and wholesale business.

    The focus of this book is on operational aspects: those actions you, as a proprietor, can take to give your customers a more delightful shopping experience. In this guide, we delve into all aspects of managing a Magento 2 store, from product creation to marketing, customer management to search engine optimization. This book is not only a step-by-step course in setting up your Magento 2 website, it will be a handy reference as continue to improve and refine your online presence.

    Style and approach

    A step-by-step guide where it takes the reader from the planning step all the way through launching a new Magento-powered store by building on the initial sample data included in a default Magento 2 installation. Along the way, we explore using discrete action steps how to leverage the full power of Magento 2 for both simple and advanced uses. Screenshots and step-by-step instructions not only teach the new Magento store administrator, but also serve as a handy reference for the more experienced operators.

    Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the code file.

    Table of Contents

    1. Learning Magento 2 Administration
      1. Learning Magento 2 Administration
      2. Credits
      3. About the Authors
      4. About the Reviewer
      5. www.PacktPub.com
        1. Why subscribe?
      6. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Reader feedback
        6. Customer support
          1. Downloading the color images of this book 
          2. Errata
          3. Piracy
          4. Questions
      7. 1. Introducing Magento 2
        1. A store owner's primer
        2. What's new in Magento 2
        3. Using Magento for e-commerce
          1. Selling complex products
          2. Managing multiple online stores
          3. Extending functionality
          4. Global e-commerce
        4. What you need to succeed with Magento
        5. Summary
      8. 2. Settings and Configurations
        1. Introducing the Magento 2 backend
          1. Configuration scopes
        2. Key system configurations
          1. Configuration
            1. General panels
              1. General settings
              2. Web settings
              3. Design settings
              4. Currency Setup settings
              5. Store Email Addresses settings
              6. Contacts settings
              7. Reports settings
              8. Content management settings
              9. New Relic reporting
            2. Catalog panels
              1. Catalog settings
              2. Inventory settings
              3. XML Sitemap settings
              4. RSS Feeds settings
              5. Email to a Friend settings
            3. Customers panels
              1. Newsletter settings
              2. Customer Configuration settings
              3. Wish List settings
              4. Promotions settings
              5. Persistent Shopping Cart settings
            4. Sales panels
              1. Sales settings
              2. Sales Emails settings
              3. PDF Print-outs settings
              4. Tax settings
              5. Checkout settings
              6. Shipping settings
              7. Multi-shipping settings
              8. Shipping methods settings
              9. Google API settings
              10. Payment Methods settings
            5. Services panels
            6. Advanced panels
              1. Admin settings
        3. Summary
      9. 3. Catalogs and Stores
        1. The Global-Website-Store methodology
        2. Creating categories
          1. Creating your category hierarchy
            1. The General Information tab
            2. Display settings
            3. Custom design
            4. Category products
        3. Creating Website and Store entities
          1. Creating Websites
          2. Creating Store entities
          3. Creating Store Views
          4. The frontend selector
        4. Configuring Store information
          1. Understanding the Configuration Scope
          2. Configuring Store settings
        5. Accommodating multiple languages
          1. Assigning a locale
          2. Updating configurations
          3. Translating products and categories
          4. Translating other content
        6. Configuring multiple currencies
          1. Setting up currencies
          2. Configuring currency conversions
        7. Summary
      10. 4. Preparing to Sell
        1. Understanding the checkout and payment process
        2. Payment methods
          1. How payment gateways work
          2. PCI compliance
          3. PayPal all-in-one payment solutions
          4. PayPal payment gateways
          5. PayPal Express
          6. Braintree
          7. Check / money order
          8. Bank transfer payment
          9. Cash On Delivery payment
          10. Zero subtotal checkout
          11. Purchase order
          12. Authorize.Net Direct Post
        3. Shipping methods
          1. Origin
          2. Handling fee
          3. Allowed countries
          4. Method not available
          5. Free shipping
          6. Flat rate
          7. Table rates
            1. Quantity and price-based rates
            2. Save your rate table
            3. Table rate settings
            4. Upload rate table
          8. Carrier methods
          9. Shipping integrations
        4. Customer groups
          1. Using customer groups
          2. Adding a customer group
          3. Assigning VAT customer groups
        5. Managing taxes
          1. How Magento manages taxes
          2. Creating tax rules
          3. Importing tax rates
          4. Value added tax configurations
          5. Setup VAT taxes
        6. Managing orders
          1. Processing a shipment
          2. Editing an order
          3. Invoicing an order
          4. Issuing a credit memo
          5. Shipping an order
          6. Practice makes perfect
        7. Summary
      11. 5. Products
        1. Product types
          1. Simple products
          2. Complex products
            1. The Configurable product type
            2. Grouped product type
            3. Bundle product type
            4. Virtual product type
            5. Downloadable product type
        2. Product attributes
          1. Attribute types
          2. Selecting an attribute type
          3. Creating an attribute
            1. Attribute properties
            2. Managing options
            3. Managing swatches
            4. Advanced attribute properties
            5. Managing labels
            6. Storefront properties
          4. Creating attribute sets
        3. Creating products
          1. The new product screen
            1. Creating a Simple product
            2. Creating a Configurable product
            3. Creating a Grouped product
            4. Creating Bundled product
            5. Creating a Downloadable product
            6. Creating a Virtual product
        4. Managing inventory
          1. Low stock notifications
          2. Product reports
        5. Pricing tools
          1. Pricing by customer group
          2. Quantity-based pricing
        6. Autosettings
        7. Other product selling opportunities
          1. Related products
          2. Upsell products
          3. Cross-sell products
        8. Summary
      12. 6. Themes
        1. Theme hierarchy
          1. Viewing the theme hierarchy
        2. Assigning themes
        3. Adding branding elements
          1. Adding your site logo
          2. Adding your logo to your e-mails
          3. Adding your logo to sales documents
        4. Third-party themes
        5. Summary
      13. 7. Content and SEO
        1. Managing CMS pages
          1. Magento's content pages
          2. Creating a CMS page
        2. Using blocks and widgets
          1. Adding a link using WYSIWYG
          2. Adding a links using HTML
          3. Adding a page link using a widget
          4. Using variables
            1. Creating your own variables
          5. Using widgets to insert content onto the site pages
        3. SEO meta fields
          1. Using meta fields for search engine visibility
          2. Meta fields in Magento
        4. The SEO checklist
        5. Summary
      14. 8. Promotions and Communication
        1. Store promotions
          1. Creating Cart Price Rules
            1. Adding the new rule
            2. Defining the rule's conditions
            3. Defining the rule's actions
            4. Modifying the rule's labels
            5. Generating coupon codes
            6. Testing the rule
        2. Newsletter subscriptions
          1. Subscribing customers
          2. Creating newsletter templates
          3. Scheduling your newsletter
          4. Checking for problems
          5. Managing your subscribers
        3. Transactional e-mails
          1. Creating a new header template
          2. Assigning the e-mail header and footer
          3. Creating a new e-mail template
        4. Summary
      15. 9. Security and Administration
        1. Using SSL encryption
          1. The SSL certificate
          2. Obtaining an SSL certificate
        2. Securing your server
        3. Configuring user permissions
          1. Managing roles
          2. Creating a developer role
          3. Creating users
          4. User security
        4. Magento indexing
        5. Optimizing your store
        6. Summary
      16. 10. Startup Checklist
        1. Setting up product catalogs
        2. System configuration tasks
          1. Stores | All Stores
          2. Stores | Configurations
          3. Stores | Currency Rates
          4. Stores | Customer Groups
          5. Stores | Tax Zones and Rates
          6. Stores | Tax Rules
          7. Stores | Terms and Conditions
          8. System | Cache Management
          9. System | Index Management
        3. Finalizing products
          1. Products | Categories
          2. Products | Catalog
        4. Adding content
        5. Editing communications
          1. Marketing | Email Templates
        6. Securing your store
          1. System | User Roles
          2. System | All Users
        7. Summary