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Magento Community Edition User Guide, V 1.9.1

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Magento Community Edition User Guide, V 1.9.1 Contents Getting Started 1 Chapter 1: Welcome to Magento! 3 Resources 4 Join the Conversation! 7 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 30 Customer Journey 31 Attract New Customers 33 Engage Your Customers 34 Increase Average Order Value (AOV) 35 Moment of Purchase 37 Customer Retention 38 Loyalty & Advocacy 39 Success! 40 ii Copyright © 2014 Magento, Inc. All rights reserved. Basic Configuration 43 Chapter 5: Store Admin 45 Admin Login 46 Message InBox 46 Dashboard 50 Admin Menu 51 Admin Tools 54 Global Record Search 55 List Controls 56 Actions Control 58 Selecting Records 58 Checkbox States 58 Chapter 6: Multiple Sites, Stores & Views 63 Setting Up Store Hierarchy 64 Configuration Scope 66 Chapter 7: Store Information 69 Locale Options 70 States Options 71 Countries Options 72 Currency Setup 73 Shipping Settings 75 Store Email Addresses 77 Contact Us 79 Chapter 8: Industry Compliance 81 PCI Compliance Guidelines 82 Privacy Policy 83 Cookie Law Compliance 84 Cookie Restriction Mode 85 Google Analytics Cookies 88 Magento Community Edition User Guide, Version 1.9.1 iii Product Catalog 89 Chapter 9: Navigation by Category 91 Top Navigation 92 Breadcrumb Trail 93 Layered Navigation 94 Filterable Attributes 95 Price Navigation 97 Iterative Splitting 97 Creating Categories 99 Modifying Categories 102 Root Categories 103 Hidden Categories 105 General Information 106 Display Settings 108 Custom Design 109 Category Products 111 Chapter 10: Managing Attributes 113 Attribute Input Types 114 Creating Attributes 115 Deleting Attributes 118 Creating an Attribute Set 118 Attribute Quick Reference 120 Attribute Properties 122 Attribute Frontend Properties 124 Chapter 11: Flat Catalog 127 Flat Catalog Configuration 128 Chapter 12: Creating Products 131 Product Types 132 Simple Product 134 Grouped Product 139 Configurable Product 142 iv Magento Community Edition User Guide, Version 1.9.1 Virtual Product 149 Bundle Product 152 Downloadable Product 157 Downloadable Product Configuration 162 Chapter 13: Product Information 165 General 166 Meta Information 169 Recurring Profile 170 Design 175 Gift Options 176 Websites 177 Categories 178 Related Products 179 Up-sells 180 Cross-sells 180 Custom Options 182 Chapter 14: Inventory 185 Inventory Configuration 185 Managing Stock 187 Stock Availability 190 Message Scenarios 192 Product Page 192 Catalog Page 193 Out of Stock Threshold 195 Product Alert Configuration 196 Product Alerts Run Settings 197 Managing Stock for Configurable Products 198 Chapter 15: Product Images 199 Thumbnail Gallery 200 Light Boxes and Sliders 201 Image Zoom 201 Image Size and Type 202 Adding Product Images 203 Magento Community Edition User Guide, Version 1.9.1 v Placeholders 205 Watermarks 206 Shopping Cart Thumbnails 207 Chapter 16: Swatches 209 How Swatches are Used 210 Text-Based Swatches 210 Swatches in Layered Navigation 211 Swatch Configuration 212 Adding New Attribute Values 215 Preparing Swatch Images 216 Uploading Swatch Images 217 Setting Up Dynamic Images 220 Swatch Localization 225 Clearing the Cache 225 Chapter 17: Product Pricing 227 Prices 227 Special Price 229 Tier Price 230 Minimum Advertised Price 232 MAP Logic 232 MAP Setup 234 Product Group Price 237 Group Price Examples 238 Group Price Attribute 239 Search & SEO 241 Chapter 18: Storefront Search Tools 243 Quick Search 244 Advanced Search 245 Search Results 247 Popular Search Terms 250 Catalog Search Configuration 251 vi Magento Community Edition User Guide, Version 1.9.1 Chapter 19: Managing Search Terms 255 Adding Search Terms 256 Chapter 20: SEO Best Practices 259 Meta Information 260 Sitemap 261 Catalog URL Options 262 Dynamic URL 262 Static URL 262 URL Key 263 Store Code 263 HTML Suffix 263 Category Path 264 Dynamic Media URLs 266 Canonical Meta Tag 268 Chapter 21: Managing URL Rewrites 271 Automatic Product Redirects 272 Creating URL Rewrites 273 Creating a Product Rewrite 276 Creating a Category Rewrite 278 Creating a Custom Rewrite 280 Marketing 283 Chapter 22: Promotions 285 Product Relationships 286 Catalog Price Rules 287 Price Rule with Multiple SKUs 292 Shopping Cart Price Rules 294 Coupon Codes 304 Auto-Generating Coupon Codes 306 Exporting Auto-Generated Coupon Codes 308 Tracking Coupon Usage 309 Free Shipping Promotion 310 Magento Community Edition User Guide, Version 1.9.1 vii Buy X Get Y Free 313 Discount with Minimum Purchase 315 Chapter 23: Shopping Tools 319 319 Customer Engagement 320 Wishlists 322 Wishlist Configuration 323 Compare Products 324 Recently Viewed/Compared Products 326 Product Reviews 327 Writing Product Reviews 327 Moderating Reviews 328 Custom Ratings 329 Tags 330 Products Tagged by Administrators 331 Moderating Tags 332 Tag Activity 333 Polls 334 Editing a Poll 335 Email a Friend 336 Gift Options 338 Gift Options Configuration 338 Chapter 24: Newsletters 341 Newsletter Configuration 342 Newsletter Templates 343 Newsletter Queue 344 Chapter 25: Sales Channels 345 Social Marketing 345 Facebook Open Graph 346 Setting Up RSS Feeds 349 Chapter 26: Google Tools 351 Google Merchant Center 352 viii Magento Community Edition User Guide, Version 1.9.1 Google Sitemap 358 Google Analytics 362 Google Shopping 364 Content Elements 365 Chapter 27: Mastering Magento CMS 367 CMS Menu 367 Chapter 28: Content Pages 369 Core Content 370 Creating a Page 372 Using the Editor 375 Inserting a Link 375 Inserting Images 376 Adding a Widget 377 Chapter 29: Static Blocks 381 Creating a Static Block 382 Positioning Blocks 383 Block References 383 Chapter 30: Widgets 387 Widget Types 388 Creating a Widget 389 CMS Static Block Widget 392 New Products List 393 Mini Shopping Cart Widget 397 Chapter 31: Variables 401 Predefined Variables 402 Custom Variables 404 Chapter 32: Layout Updates 405 Placing a Block with a Layout Update 406 Controlling Block Order 407 Magento Community Edition User Guide, Version 1.9.1 ix Standard Block Layout 408 Layout Update Syntax 410 Layout Update Examples 413 XML Load Sequence 416 Chapter 33: Markup Tags 417 Markup Tag Syntax 417 Using Markup Tags in Links 419 Design & Theme 423 Chapter 34: Your Store Design 425 Uploading Your Logo 426 Uploading a Favicon 427 Changing the Welcome Message 428 Store Demo Notice 429 Chapter 35: Page Layout 431 Standard Layouts 432 Storefront Examples 434 Chapter 36: Page Setup 439 HTML Head 440 Header 442 Page Footer 443 Chapter 37: Your Store’s Theme 445 Responsive Web Design 446 Using the Default Theme 446 Technical Information 447 Code Location 447 Installing a New Theme 448 Customers 451 Chapter 38: Customer Accounts 453 x Magento Community Edition User Guide, Version 1.9.1 Account Dashboard 454 Chapter 39: Customer Groups 457 Creating a Customer Group 458 Sales & Orders 459 Chapter 40: Managing Orders 461 Order Process Overview 462 Order Stages 463 Chapter 41: Assisted Shopping 465 Online Customers 466 Create an Order 467 Update an Order 471 Create a Customer Account 473 Update a Customer Account 476 Persistent Shopping Cart 477 Types of Cookies 477 Persistent Cart Workflow 477 Scenarios 479 Persistent Shopping Cart Setup 480 Terms and Conditions 482 Chapter 42: Order Fulfillment 485 Order Workflow 486 Order Status 487 Custom Order Status 488 Invoice an Order 490 Print Invoices 492 Ship an Order 493 View Shipment Detail 494 Packing Slips 495 Shipping Labels 496 PDF Printouts 504 Customer Address Formats 504 Magento Community Edition User Guide, Version 1.9.1 xi Examples 506 Chapter 43: Store Credit and Refunds 507 Product Return Workflow 508 Create a Credit Memo 509 Print a Credit Memo 513 Payments 515 Chapter 44: Basic Payment Methods 517 Merchant Location 518 Bank Transfer Payment 519 Cash On Delivery 520 Check / Money Order 522 Purchase Order 523 Zero Subtotal Checkout 525 Saved Credit Cards 526 Chapter 45: PayPal Payment Solutions 529 PayPal Express Checkout 529 All-In-One Solutions 530 Payment Gateways 530 PayPal Business Accounts 531 PayPal Payments Advanced 531 Merchant Requirements 531 Configuration 531 Checkout Workflow 531 Order Processing Workflow 532 PayPal Payments Pro 533 Requirements 533 Configuration 533 Checkout Workflow 533 Order Processing Workflow 533 PayPal Payments Standard 535 Merchant Requirements 535 xii Magento Community Edition User Guide, Version 1.9.1 Configuration 535 Checkout Workflow 535 PayPal Express Checkout 536 Requirements 536 Configuration 536 Checkout Workflow 536 Save Customer Billing Address 537 Manage Order Transactions 538 Payment Action Set to “Order” 539 Bill Me Later 539 Billing Agreements 542 Workflow 543 Create Billing Agreement from Customer Account 544 Create Billing Agreement with Order 545 Managing Billing Agreements 546 Create Sales Order with Billing Agreement 546 Settlement Reports 546 View a Settlement Report 547 Fetch Updates 548 PayPal Payflow Pro 549 Customer Workflow 549 Order Processing Workflow 550 PayPal Payflow Link 550 Customer Workflow 550 Order Workflow 551 PayPal Payment Solutions by Country 552 Chapter 46: Payment Solutions & Gateways 555 Worldwide 555 Europe 556 Oceania 557 Testing Credentials 557 Authorize.Net 558 Direct Post Method 559 Admin Workflow 562 Magento Community Edition User Guide, Version 1.9.1 xiii Customer Workflow 563 Partial Authorization with Authorize.Net 563 Customer Workflow 564 Admin Workflow 566 Partial Authorization Refunds 566 Chapter 47: Payment 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