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Magento Community Edition User Guide Magento Community Edition User Guide Version 1.8 Magento Community Edition, Version 1.8 Copyright © 2014 Magento, Inc. All rights reserved. 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 27 Sharing Your Account 28 Chapter 4: Quick Tour 33 Your Storefront 33 Customer Journey 34 Attract New Customers 36 Engage Your Customers 37 Increase Average Order Value (AOV) 38 Moment of Purchase 40 Customer Retention 41 Loyalty & Advocacy 42 Success! 43 Basic Configuration 45 Magento Community Edition: User Guide iii Contents Chapter 5: Store Admin 47 Admin Login 48 Message InBox 48 Dashboard 52 Admin Menu 53 Admin Tools 56 Global Record Search 57 List Controls 58 Actions Control 60 Selecting Records 60 Checkbox States 61 Chapter 6: Multiple Sites, Stores & Views 65 Setting up Store Hierarchy 66 Configuration Scope 68 Chapter 7: Store Information 71 Locale Options 72 States Options 73 Countries Options 74 Currency Setup 75 Shipping Settings 77 Store Email Addresses 79 Contact Us 81 Chapter 8: Industry Compliance 83 PCI Compliance Guidelines 84 Privacy Policy 85 Cookie Law Compliance 86 Cookie Restriction Mode 86 Google Analytics Cookies 90 Product Catalog xci Chapter 9: Navigation by Category 93 iv Magento Community Edition: User Guide Contents Top Navigation 94 Breadcrumb Trail 95 Layered Navigation 96 Filterable Attributes 97 Price Navigation 98 Iterative Splitting 99 Creating Categories 101 Modifying Categories 104 Root Categories 105 Hidden Categories 107 General Information 108 Display Settings 110 Custom Design 111 Category Products 113 Chapter 10: Managing Attributes 115 Attribute Input Types 116 Creating Attributes 117 Deleting Attributes 120 Creating an Attribute Set 120 Attribute Quick Reference 122 Attribute Properties 124 Attribute Frontend Properties 127 Chapter 11: Flat Catalog 129 Flat Catalog Configuration 130 Chapter 12: Creating Products 135 Product Types 136 Simple Product 138 Grouped Product 143 Configurable Product 146 152 Virtual Product 154 Bundle Product 157 Magento Community Edition: User Guide v Contents 161 Downloadable Product 163 Downloadable Product Configuration 169 Chapter 13: Product Information 171 General 172 Meta Information 175 Recurring Profile 176 Design 182 Gift Options 183 Websites 184 Categories 185 Related Products 186 Up-sells 187 Cross-sells 188 Custom Options 189 Chapter 14: Inventory 193 Inventory Configuration 193 Managing Stock 195 Stock Availability 198 Stock Availability Message Scenarios 200 Product Page Messages 200 Catalog Page Messages 202 Out of Stock Threshold 203 Product Alert Configuration 204 Product Alerts Run Settings 204 Managing Stock for Configurable Products 205 Chapter 15: Product Images 207 Thumbnail Gallery 208 Light Boxes and Sliders 208 Image Zoom 208 Image Size and Type 209 Adding Product Images 210 vi Magento Community Edition: User Guide Contents Placeholders 212 Watermarks 213 Shopping Cart Thumbnails 214 Chapter 16: Product Pricing 217 Special Price 219 Tier Price 220 Minimum Advertised Price (MAP) 222 Global Configuration 224 Product Group Price 228 Group Price Examples 229 Group Price Attribute 230 Search & SEO 231 Chapter 17: Storefront Search Tools 233 Quick Search 234 Advanced Search 235 Search Results 237 Popular Search Terms 240 Catalog Search Configuration 242 Chapter 18: Managing Search Terms 245 Adding Search Terms 246 Chapter 19: SEO Best Practices 249 Meta Information 250 Sitemap 251 Catalog URL Options 252 Dynamic URL 252 Static URL 252 URL Key 253 Store Code 253 HTML Suffix 254 Category Path 254 Magento Community Edition: User Guide vii Contents Dynamic Media URLs 257 Canonical Meta Tag 258 Chapter 20: Managing URL Rewrites 261 Automatic Product Redirects 262 Creating URL Rewrites 263 Creating a Product Rewrite 264 Creating a Category Rewrite 266 Creating a Custom Rewrite 268 Marketing 273 Chapter 21: Promotions 275 Product Relationships 276 Catalog Price Rules 277 Price Rule with Multiple SKUs 282 Shopping Cart Price Rules 284 Coupon Codes 292 Auto-Generating Coupon Codes 294 Exporting Auto-Generated Coupon Codes 295 Tracking Coupon Usage 297 Free Shipping Promotion 297 Buy X Get Y Free 300 Discount with Minimum Purchase 302 Chapter 22: Shopping Tools 307 Wishlists 308 Wishlist Configuration 310 Compare Products 311 Recently Viewed/Compared Products 313 Product Reviews 314 Writing Product Reviews 315 Moderating Reviews 315 Custom Ratings 317 viii Magento Community Edition: User Guide Contents Tags 318 Products Tagged by Administrators 319 Moderating Tags 320 Tag Activity 321 Polls 321 Editing a Poll 323 Email a Friend 324 Gift Options 325 Gift Options Configuration 326 Chapter 23: Newsletters 327 Newsletter Configuration 328 Newsletter Templates 329 Newsletter Queue 330 Chapter 24: Sales Channels 331 Social Marketing 331 Facebook Open Graph 332 Setting Up RSS Feeds 335 Chapter 25: Mobile Apps 339 Creating a Mobile App 340 Managing AirMail 349 Creating a Message Template 350 Message Queue Management 351 Chapter 26: Google Tools 353 Google Merchant Center 353 Google Sitemap 359 Google Analytics 362 Google Shopping 363 Content Elements 365 Chapter 27: Mastering Magento CMS 367 CMS Menu 368 Magento Community Edition: User Guide ix Contents Chapter 28: Content Pages 369 Core Content 369 Creating a Page 371 Using the Editor 374 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 New Products List 392 Chapter 31: Variables 397 Predefined Variables 397 Custom Variables 399 Chapter 32: Layout Updates 401 Placing a Block with a Layout Update 402 Controlling Block Order 403 Standard Block Layout 404 Layout Update Syntax 406 Layout Update Examples 409 XML Load Sequence 412 Default Layout 412 Changes to Specific Pages 412 Chapter 33: Markup Tags 413 Using Markup Tags in Links 415 Design & Theme 419 x Magento Community Edition: User Guide Contents Chapter 34: Your Store Design 421 Your Store Logo 421 Changing the Welcome Message 422 Store Demo Notice 423 Chapter 35: Page Layout 425 Page Layout Variations 426 Page Layout Examples 428 1 Column Layout 428 2 Columns with Left Bar 428 2 Columns with Right Bar 429 3 Columns 430 Uploading a Favicon 430 Chapter 36: Page Configuration 433 HTML Head 433 Header 435 Page Footer 436 Chapter 37: Changing the Theme 437 Customers 441 Chapter 38: Customer Accounts 443 Account Dashboard 443 Chapter 39: Customer Groups 447 Sales & Orders 449 Chapter 40: Managing Orders 451 Order Process Overview 452 Chapter 41: Assisted Shopping 453 Online Customers 454 Create an Order 455 Update an Order 459 Magento Community Edition: User Guide xi Contents Create a Customer Account 462 Update a Customer Account 465 Persistent Shopping Cart 466 Types of Cookies 466 Cookie Scenarios 467 Cookie Workflow 468 Terms and Conditions 471 Chapter 42: Order Fulfillment 475 Order Workflow 476 Order Status 477 Custom Order Status 478 Invoice an Order 480 Print Invoices 483 Ship an Order 484 View Shipment Detail 485 Packing Slips 486 Shipping Labels 487 PDF Printouts 495 Customer Address Formats 495 Examples 497 Chapter 43: Store Credit and Refunds 499 Product Return Workflow 500 Create a Credit Memo 501 Print a Credit Memo 505 Payments 509 Chapter 44: Basic Payment Methods 511 Merchant Location 512 Bank Transfer Payment 512 Cash On Delivery 514 Check / Money Order 515 xii Magento Community Edition: User Guide Contents Purchase Order 517 Zero Subtotal Checkout 519 Saved Credit Cards 521 Chapter 45: PayPal Payment Solutions 523 PayPal Express Checkout 523 All-In-One Solutions 524 Payment Gateways 524 PayPal Business Accounts 525 PayPal Payments Advanced 525 Merchant Requirements 525 Configuration 525 Checkout Workflow 526 Order Processing Workflow 526 PayPal Payments Pro 527 Requirements 527 Configuration 527 Checkout Workflow 527 Order Processing Workflow 527 PayPal Payments Standard 528 Merchant Requirements 528 Configuration 529 Checkout Workflow 529 PayPal Express Checkout 529 Requirements 529 Configuration 529 Checkout Workflow 530 Save Customer Billing Address 530 Manage Order Transactions 532 Payment Action Set to “Order” 532 Billing Agreements 533 Workflow 534 Create Billing Agreement from Customer Account 535 Create Billing Agreement with Order 536 Magento Community Edition: User Guide xiii Contents Managing Billing Agreements 536 Create Sales Order with Billing Agreement 537 Settlement Reports 537 View a Settlement Report 538 PayPal Payflow Pro 540 Customer Workflow 540 Order Processing Workflow 541 PayPal Payflow Link 541 Customer Workflow 541 Order Workflow 542 PayPal Payment Solutions by Country 543 Chapter 46: Payment Solutions & Gateways 545 Worldwide 545 Europe 546 Oceania 547 Authorize.Net 547 Direct Post Method 549 Admin Workflow 552 Customer Workflow 553 Partial Authorization with Authorize.Net 554 Customer Workflow 554 Admin Workflow 556 Partial Authorization Refunds 557 Chapter 47: Payment Services 559 3D Secure Credit Card Validation 559 3D Secure Customer Workflow 562 Shipping 563 Chapter 48: Basic Shipping Methods 565 Shipping Settings 565 Flat Rate 566 xiv Magento Community Edition: User Guide Contents Free Shipping 568 Table Rates 570 Price v. Destination Example 575 Online Rates 576 Chapter 49: Shipping Carriers
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