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Important Notice
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Contents
Part I: Getting Started CHAPTER 1: Magento Go Will Take You Places! 1
Your Login Credentials ........................................................................................... 2 For Your Records ............................................................................................ 3 Where to Find Help .................................................................................................. 4
CHAPTER 2:
A Quick Tour
The Path to Purchase.............................................................................................. 8 Home Page ............................................................................................................. 10 Category Page ....................................................................................................... 11 Search Results Page ............................................................................................. 13 Product Detail Page .............................................................................................. 14 Shopping Cart Page .............................................................................................. 16 Checkout Page ...................................................................................................... 17
CHAPTER 3:
19
CHAPTER 4:
25
Updating Your Contact Information .................................................................... 26 Changing Your Password .................................................................................... 27 Upgrading Your Plan............................................................................................. 28 Setting Up a Custom Domain ............................................................................... 30 Adding a Custom SSL Certificate ........................................................................ 32 Using Magento Connect ....................................................................................... 34
Contents
CHAPTER 5:
37
Admin Panel ........................................................................................................... 38 Using the Dashboard ............................................................................................ 42 Sales Charts .................................................................................................. 43 Summary Reports .......................................................................................... 43 Dashboard Settings ....................................................................................... 44 Updating Your Store Information ........................................................................ 46 Countries Options .......................................................................................... 46 Locale Options ............................................................................................... 47 Currency Setup .............................................................................................. 48 Store Contact Information ............................................................................. 50 Store Email Addresses .................................................................................. 51 Configuring the Contact Us Form ....................................................................... 52 Managing Permissions ......................................................................................... 54 Creating an Admin User ................................................................................ 54 Creating a Custom Role ................................................................................ 56 Unlocking User Accounts .............................................................................. 58 Multiple Store Views ............................................................................................. 59 Understanding Store Scope .......................................................................... 60 Changing the Store Language ............................................................................. 61 Changing the Default Store View .................................................................. 62
CHAPTER 6:
Customer Accounts
63
Customer Accounts .............................................................................................. 64 Customer Login Options ...................................................................................... 65 PayPal Access ............................................................................................... 66 Setting Up PayPal Access ............................................................................. 69 Setting Up Customer Groups ............................................................................... 70 Creating a Customer Account ............................................................................. 71 Adding a Customer Address ......................................................................... 73
Part II: Design & Content CHAPTER 7: Themes and Page Layout 77
vi
Contents Choosing a Theme ................................................................................................ 81 Changing the Current Theme ........................................................................ 83 Adding Your Logos ............................................................................................... 84 Header Logo .................................................................................................. 84 Email Logo ..................................................................................................... 86 Favicon .......................................................................................................... 87
CHAPTER 8:
Creating Content
89
Sample Content Pages ......................................................................................... 90 Editing a Content Page ......................................................................................... 92 Creating a New Page ............................................................................................. 96 Changing the Home Page ........................................................................... 100 Using the Editor ................................................................................................... 101 Inserting Links ............................................................................................. 101 Inserting Images .......................................................................................... 102 Embedding Video ........................................................................................ 104 Organizing Your Pages ....................................................................................... 105 Adding Nodes .............................................................................................. 105 Page Hierarchy Configuration ..................................................................... 110 Creating Blocks of Content ................................................................................ 111 Changing the Footer ........................................................................................... 112 Changing the Copyright Notice ................................................................... 113 Creating Banners ................................................................................................ 114 Inserting Variables ....................................................................................... 117 Using Custom Variables .............................................................................. 117 Inserting a Frontend App ............................................................................. 119 Adding Related Promotions ......................................................................... 120 Changing the Column Layout ............................................................................ 121 Compare Products ....................................................................................... 121 Troubleshooting ........................................................................................... 121
CHAPTER 9:
125
Product Reviews ................................................................................................. 126 Moderating Reviews .................................................................................... 128 Managing Ratings ........................................................................................ 129 Tags ...................................................................................................................... 131 Polls ...................................................................................................................... 132
vii
Contents Configuring the Poll ..................................................................................... 134 Email a Friend ...................................................................................................... 135 Add to Wishlist .................................................................................................... 136
137
Adding a New Email Template ........................................................................... 138 Using Custom Variables in Email ...................................................................... 139 Configuring Email Templates ............................................................................ 139 Newsletters .......................................................................................................... 142 Subscription Options ................................................................................... 142 Preview the Newsletter Confirmation Template .......................................... 143 Managing Your List of Subscribers ............................................................. 145 Managing Requests to Unsubscribe ........................................................... 145
Part III: Building Your Catalog CHAPTER 11: Mastering Search 149
Storefront Search Tools ..................................................................................... 150 Quick Search ............................................................................................... 151 Advanced Search ........................................................................................ 153 Popular Search Terms ........................................................................................ 154 Using the Search Results List ........................................................................... 156 Page Controls .............................................................................................. 157 Search Terms ....................................................................................................... 159 Managing Search Terms ............................................................................. 160 Using the Search Terms List ....................................................................... 162 Adding a Search Term................................................................................. 164 Using Product Attributes in Search .................................................................. 167 Weighted Search ......................................................................................... 168 Reporting and Analysis ...................................................................................... 169 Search Term Report .................................................................................... 169 Top Search Terms ....................................................................................... 171 Google Analytics .......................................................................................... 171 Back Office Search Tools ................................................................................... 172 Global Search .............................................................................................. 173 List Filters and Controls ............................................................................... 173 Refreshing the Search Index ....................................................................... 175
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177
Breadcrumb Trail................................................................................................. 178 Breadcrumb Trails on Content Pages ......................................................... 178 Top Navigation .................................................................................................... 179 Creating Categories ............................................................................................ 180 Moving Categories ....................................................................................... 183 Layered Navigation ............................................................................................. 184 Anchor Categories ....................................................................................... 184 Layered Navigation Settings ....................................................................... 187 General Information ............................................................................................ 188 Display Settings .................................................................................................. 190 Custom Design .................................................................................................... 192 Category Products .............................................................................................. 194 Category View Optimization ............................................................................... 195 Category Configuration ...................................................................................... 196 Category Depth ........................................................................................... 196 Category URL Options ................................................................................ 197 Sitemap ................................................................................................................ 199
201
Standalone Products ....................................................................................... 202 One-to-Many Product Relationships ............................................................. 203 Creating a Simple Product ................................................................................. 204 Points to Remember .................................................................................... 208 Creating a Virtual Product .................................................................................. 209 Points to Remember .................................................................................... 211 Creating a Gift Card ............................................................................................ 212 Managing Gift Card Accounts ..................................................................... 215 Configuration Settings ................................................................................. 218 Points to Remember .................................................................................... 219 Creating a Grouped Product .............................................................................. 220 Configuring Thumbnail Images ................................................................... 222 Points to Remember .................................................................................... 222 Creating a Configurable Product ....................................................................... 223 Overview of the Process.............................................................................. 223
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Contents Configuring Thumbnail Images ................................................................... 232 Overriding Default Prices............................................................................. 233 Additional Inventory Settings ....................................................................... 233 Points to Remember .................................................................................... 234 Creating a Bundle Product ................................................................................. 235 Points to Remember .................................................................................... 240 Troubleshooting Tips.......................................................................................... 240
241
General ................................................................................................................. 242 Prices .................................................................................................................... 245 Tier Pricing .................................................................................................. 245 Special Pricing ............................................................................................. 246 Meta Information ................................................................................................. 248 Images .................................................................................................................. 249 Product Image Placeholders ....................................................................... 250 Product Image Watermarks ......................................................................... 252 Resizing Catalog Images............................................................................. 254 Description ........................................................................................................... 256 Using the WYSIWYG Editor ........................................................................ 257 Design .................................................................................................................. 259 Inventory .............................................................................................................. 261 Websites ............................................................................................................... 266 Categories ............................................................................................................ 267 Product Relationships ........................................................................................ 268 Related Products ......................................................................................... 268 Up-sells ........................................................................................................ 269 Cross-sells ................................................................................................... 270 Custom Variants and Options ............................................................................ 271 Product View Optimization ................................................................................. 273
275
Attribute Input Types .......................................................................................... 276 Attribute Quick Reference .................................................................................. 278 Managing Labels and Options ........................................................................... 281
Contents Creating an Attribute........................................................................................... 282 Summary of Attribute Properties ....................................................................... 285 Creating an Attribute Set .................................................................................... 290 Creating a New Attribute Group .................................................................. 292
293
Catalog Price Rules............................................................................................. 294 Conditions .................................................................................................... 296 Actions ......................................................................................................... 298 Shopping Cart Price Rules ................................................................................. 299 Rule Information .......................................................................................... 299 Conditions .................................................................................................... 301 Actions ......................................................................................................... 302 Price Rule Labels ........................................................................................ 304 Price Rule Banners ............................................................................................. 305
Part IV: Sales & Fulfillment CHAPTER 17: Processing Orders 309
Order Process Overview .................................................................................... 310 Terms and Conditions ........................................................................................ 312 Managing Sales Orders ...................................................................................... 314 Fulfilling and Completing Orders ................................................................. 314 Invoicing an Order ....................................................................................... 314 Shipping an Order ....................................................................................... 316 Creating New Orders ................................................................................... 317 Editing an Order .......................................................................................... 318 Canceling an Order ..................................................................................... 318 Putting an Order On Hold ......................................................................... 319 Handling Backorders ................................................................................... 319 Updating the Shopping Cart .............................................................................. 320 Applying a Coupon Code ............................................................................ 321 Adding Products to a Shopping Cart ........................................................... 321 Adding Wishlist Items .................................................................................. 321 Adding Comparison Items ........................................................................... 322 Adding Recently Viewed Items .................................................................... 322 Adding Previously Ordered Items ................................................................ 322 Managing Refunds and Store Credit ................................................................. 323
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325
Shipping Methods During Checkout ................................................................. 326 Shipping Settings ................................................................................................ 327 Shipping Rates .................................................................................................... 328 Rates ........................................................................................................... 328 Table Rate Shipping .................................................................................... 329 Flat Rate ...................................................................................................... 334 Free Shipping ...................................................................................................... 337 Shipping Carriers ................................................................................................ 339
341
Bank Transfer Payment ...................................................................................... 342 Cash on Delivery ................................................................................................. 344 Check / Money Order .......................................................................................... 346 Purchase Order ................................................................................................... 348 Zero Subtotal Checkout ...................................................................................... 350
353
Payment Services................................................................................................ 353 Payment Gateways.............................................................................................. 353 Worldwide .................................................................................................... 354 North America.............................................................................................. 354 Europe ......................................................................................................... 355 Asia .............................................................................................................. 356 Oceania ....................................................................................................... 356 PayPal ................................................................................................................... 357 Express Checkout ....................................................................................... 357 Website Payments Pro ................................................................................ 357 Website Payment Standard ......................................................................... 358 Website Payments Pro Payflow Edition ...................................................... 358 Payflow Pro Gateway .................................................................................. 359 Getting Started With PayPal ........................................................................ 360 Setting Up a PayPal Sandbox Account ....................................................... 361 Setting Up PayPal Express Checkout ......................................................... 365
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369
Setting Up Taxes ................................................................................................. 369 Retail Tax Calculations ....................................................................................... 375 Value Added Tax (VAT) ....................................................................................... 383
389
Sales Reports ...................................................................................................... 390 Shopping Cart Reports ....................................................................................... 392 Products in Cart ........................................................................................... 392 Abandoned Carts ......................................................................................... 392 Product Reports .................................................................................................. 393 Bestsellers Report ....................................................................................... 393 Products Ordered Report ............................................................................ 394 Most Viewed Report .................................................................................... 394 Low Stock Report ........................................................................................ 395 Customer Reports ............................................................................................... 396 New Accounts Report .................................................................................. 396 Customers by Orders Total ......................................................................... 396 Customers by Number of Orders ................................................................ 397 Reviews Reports ................................................................................................. 398 Customer Reviews ...................................................................................... 398 Product Reviews .......................................................................................... 399 Tag Reports ......................................................................................................... 400 Customers Tags Report .............................................................................. 400 Products Tags Report.................................................................................. 401 Popular Tags Report ................................................................................... 402 Search Terms Report .......................................................................................... 403 Refresh Statistics ................................................................................................ 404
Part V: Improving Operations CHAPTER 23: Importing and Exporting Data 407
Importing Data ..................................................................................................... 408 Importing Configurable Products ................................................................. 409 Importing Product Images ........................................................................... 411 Exporting Data ..................................................................................................... 413
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Contents Working with Product CSV Files ....................................................................... 415 Common Issues........................................................................................... 416 Custom Attributes ........................................................................................ 416 Working With Customer CSV Files .................................................................... 417
419
Under Construction Message ......................................................................... 419 Maintenance Mode .............................................................................................. 420 Task Notifications ............................................................................................... 421
423
Using a Robots.txt File ....................................................................................... 423 Generating the File ...................................................................................... 424 URL Keys ............................................................................................................. 427 URL Rewrites ....................................................................................................... 428 Protecting Your Link Juice ........................................................................ 428 URL Redirection 301 and 302 ..................................................................... 429 Using Third-Party Scripts ................................................................................... 430 Google Sitemap ................................................................................................... 431 Configuring Your Google Sitemap............................................................... 434 Google Analytics ................................................................................................. 436 Google Website Optimizer ................................................................................. 437
Appendices Appendix A: Appendix B: Appendix C: Glossary Editor Toolbar Buttons Shipping Carriers 440 447 453
UPS ....................................................................................................................... 454 USPS ..................................................................................................................... 457 FedEx .................................................................................................................... 460 DHL ....................................................................................................................... 463
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Appendix D: Appendix E:
467 468
3D Secure Credit Card Validation ...................................................................... 469 Kount Fraud Detection........................................................................................ 472
Appendix F:
473
CCAvenue ............................................................................................................ 474 Google Checkout ................................................................................................. 476 Paybox Direct ...................................................................................................... 478
Appendix G: Appendix H:
480 481
Authorize.Net ....................................................................................................... 482 Braintree ............................................................................................................... 485 Card Gate Plus ..................................................................................................... 487 CyberSource (SOAP Toolkit) ............................................................................. 489 DIBS Payment Services ...................................................................................... 492 eWAY Direct ......................................................................................................... 495 First Data Global Gateway Web Service API .................................................... 497 Ogone DirectLink ................................................................................................ 500 PAYONE.de .......................................................................................................... 503 PSi Gate ................................................................................................................ 505 Sage Pay Direct ................................................................................................... 507
510 514
Editing Customer Attributes .............................................................................. 514 General Customer Attributes ............................................................................. 515 Customer Address Attributes ............................................................................ 516
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Appendix K:
517
Changing the Locale ........................................................................................... 517 Catalog ........................................................................................................ 518 Products ...................................................................................................... 519 CMS Content ............................................................................................... 519 Static Blocks ................................................................................................ 520 Banners ....................................................................................................... 520 Polls ............................................................................................................. 520
Index
521
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Chapter 1:
CHAPTER 1:
Welcome Email The Welcome email and log in instructions you received contain important information about your account. Make sure to keep them in a safe place where they can be easily found.
Store URL The store URL takes you to the Home page of your store. It is based on the domain name you chose when you opened your account. If you installed the sample data, it may look something like this: mystore.gostorego.com
Admin URL The admin URL takes you to the login page to the back office Admin panel of your store. The address is the same as for your store, but it ends with /admin. mystore.gostorego.com/admin
Your Magento Account Your Magento account provides access to information about your current products and services, account settings, billing history, and support resources. Simply visit the Magento Go site and click the Login link. http://go.magento.com
Admin Login
User Name: Password: ________________________________________________ ________________________________________________
Knowledge Base The Magento Go Knowledge Base is continually updated with the latest information. Youll find a link to the Knowledge Base in the top navigation of the Magento Go site, and in the Admin panel of your store. Go there now!
Video Tutorials A picture is worth a thousand words! Check our support site for the latest Magento Go video tutorials. Go there now!
Community Forum Heres a chance to meet other users, share tips, and ask questions. Be sure to join the Magento Go community, so you can learn, and also share your experience and knowledge with others. Go there now!
Support Site Have a question? Please let us know how we can help you succeed. To access our support site, click the Support link in the upper-right corner of the Admin panel. Go there now!
Blog Keep up with the latest product news, trends, and featured stores on the Magento Go blog. Go there now!
Webinars Sign up to attend a free webinar, taught by a Magento expert. Go there now!
Guides Learn everything you need to know about building your store by downloading the complete set of documentation from our website. Go there now!
Notes:
_______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________
CHAPTER 2:
A Quick Tour
In this guide, youll find just about everything you need to build your store, manage your store, and expand your store. Build Your Store Manage Your Store Expand Your Store
Theres a lot to learn, and the best place to begin is right here. So, lets take a look around your store!
Home Your Home page is like the front display window of your store. It is the primary landing page of your site, and is designed to entice visitors to come inside for a closer look.
Product List This page lists items that the shopper wants to see. The selection can be based on category or attribute, such as price, size, color, and so on. Any item can be examined more closely, or placed directly into the shopping cart.
Product Detail The Product Detail page provides detailed information about a specific item. Shoppers can read reviews, add the product to their wishlists, compare it to other products, share the link with friends, and most importantly, place the item into their shopping carts.
Shopping Cart The Shopping Cart lists each item by price and quantity selected, and calculates the subtotal. Shoppers can apply discount coupons and gift cards, and generate an estimate for shipping and tax charges.
Checkout During Checkout, the necessary billing, shipping, and payment information is gathered to complete the order. New customers can open an account or if they prefer, checkout as a guest. Regular customers can speed through checkout by logging in to their accounts.
Review and Place Order The final step in the checkout process is to review the order, including any additional charges, and approve the purchase. This visitor is now your customer!
Home Page
Home Page
Did you know that most people spend only a few seconds on a page before they decide to stay or go somewhere else? Thats not long to make an impression! If you were to do an eye-tracking study of this page, you would discover that the eyes of most people gravitate toward the Free Shipping offer in the upper-left corner. Shoppers love free shipping, but theres more to it than that. For most people, that general area on the page is the sweet spot. Studies show that people also love photographs, especially of other people. Whatever design you choose, everything on the page should move visitors along toward the next step in the sales process. The idea is to guide their attention, in a cohesive flow from one point of interest to the next.
Home Page
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Category Page
Category Page
People who find your site through a search engine may land on a category page with a list of products, and miss your Home page entirely. All the more reason to make sure that category pages have interesting content! The categories that you create for your catalog become the navigation options that appear across the top of your site. They can also be found in the breadcrumb trail, and in the layered navigation that runs down the left column of some pages. In addition to the standard list of products, you can add images, video, and keyword-rich descriptions to category pages. You can even create special designs that are timed to appear for a promotion or season. The product description provides shoppers with enough information to merit a closer look. While those in a hurrywho know what theyre looking formight just add the product to their shopping carts and go!
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Category Page Heres a different take on a category page that uses a two-column, rather than three-column layout. You can have fun experimenting with different column layouts, and even apply different layouts to different categoriesall within the same theme. You might be surprised by what you discover! This page lists only the products in the category, without the added distraction of images or text. There is nothing wrong with this straight-forward approach. In fact, there is a distinct advantage to having products listed above the fold, because people dont have to scroll down to see them. Its good to remember that most people who arrive at a category page are often in a hurry, and might be looking for something specific.
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13
Product Detail
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15
Shopping Cart
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Checkout Page
Checkout Page
As soon as the customer clicks the Proceed to Checkout button, the transaction shifts to a secure, encrypted channel. A padlock symbol appears in the address bar of the browser, and the URL changes from http to https. From this point on, the goal is to gather the information necessary to complete the transaction. The Checkout page leads the customer through each step of the process, starting with the billing, shipping, and payment information, and finally a review of the order. Customers who are logged into their accounts can skip some of these steps, if the information is already in their accounts. The last step is for the customer to agree to the terms and conditions of the sale, and place the order. To learn what happens next, see: Order Process Overview, on page 310.
Checkout
17
Checkout Page
Notes:
_______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________
18
CHAPTER 3:
Start My Store
To launch Start My Store: 1. Log in to the Admin panel with the credentials you received in your Welcome
email.
2. From the Dashboard, click Start My Store. You will find it in the upper-left
corner of the orange header at the top of the page. To close the guide, click anywhere in the orange bar at the top of the page.
19
Start My Store
Step 1:
Language Preference
Magento Go gives you the ability to participate in the global marketplace, with support for multiple languages, currencies, and tax rules. When your store is first created, the language is set to English (United States). You can change the language and add additional languages, depending on your plan. To learn more, see: Locale Options, on page 47.
Step 2:
Contact Information
Get started right away by letting customers know who you are and how to reach you. Your contact information appears on email messages, invoices, packing slips, and newsletters sent to your customers. To learn more, see: Store Contact Information, on page 50.
20
Start My Store
Step 3:
Design
Magento Go helps you create compelling and professional stores that engage your customers, regardless of your design skills. You can use a theme right out of the box, or customize it with your own design. You can use the Design Settings Editor to make simple changes, or work directly with the CSS Editor for more creative control. To learn more, see Understanding Page Layout, on page 78.
Step 4:
Plan
As your business grows, Magento Go can grow with you. With a wide range of configurable features and a variety of plans to meet your needs as the size of your business grows, Magento Go is the ideal way to launch your online business. To learn more, see: Upgrading Your Plan, on page 28.
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Start My Store
Step 5:
Products
Magento Go lets you create a wide variety of products, with custom attributes and input controls. You will learn how to create configurable products with dropdown lists of options, grouped and customizable products, gift cards, and more. To learn more, see: Understanding Product Types, on page 201.
Step 6:
Payments
Magento Go lets you accept credit cards and alternative payments directly from your store through PayPal and other trusted partners. Our payment systems are safe for your customers and provide you with the security and PCI compliance that you need to confidently sell online. To learn more, see: Payment Methods, on page 341.
22
Start My Store
Step 7:
Shipping
Magento Go supports a wide range of shipping methods and carriers offering services in all parts of the world. To learn more, see: Shipping Methods, on page 325.
Step 8:
Get Going
When you are ready to launch your store and open for business, click the Go button to remove the demo store notice and officially launch your store. With the Under Construction message removed, youre open for business! To learn more, see: Site Maintenance, on page 419.
23
Start My Store
Notes:
_______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________
24
CHAPTER 4:
To log in to your Magento account: 1. Point your browser to the Magento Go site:
http://go.magento.com
3. Enter your User Name or Email Address, and Password, and click the Log In
button. Your User Name appears next to a placeholder image.
25
To update your contact information: 1. In the panel on the left under Account Settings, click Contact Information. 2. Make any changes that are necessary. 3. When complete, click the Save button.
26
To change your Magento password: 1. In the panel on the left under Account Settings, click Change Password. 2. Type your Current Password. 3. Type your New Password. Then in the Confirm New Password box, type it
again.
27
To upgrade your plan: 1. From your account panel, click the Upgrade to Paid Plan link. 2. Find the plan that is right for you, and click the Choose Plan button.
28
3. Complete the billing and payment information, and click the Review Order
button.
4. After reviewing your order, click the Confirm your Plan button. 5. A confirmation email with a link to your invoice will be sent to the email address
that is associated with your account.
29
After you have set it up, it takes about 24-48 hours for the change to take effect. When the process is complete, you will see your Magento Go store home page when you visit the URL of your custom domain.
Step 1:
2. Type the custom URL for your Magento Go store, and click OK.
Step 2:
30
To configure your domain with GoDaddy: 1. Log in to your GoDaddy.com account. 2. In the Domains menu, under My Account, select Domain Management. 3. Select your domain name, and click Manage Domain. 4. Under DNS Manager, click Launch. 5. At the top of the Zone File list, click Add Record. 6. When prompted to Add DNS Record, set Record type to A (Host), and click OK.
Then, complete the following settings: Host Name: IP Address: TTL: @ 173.203.30.100 1 Hour
Step 3:
1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under General, click Web. 3. Click to expand the Active Domain section. Then, in the list of active domains,
select your custom domain.
31
32
To set up a Custom SSL Certificate: 1. Log in to your Magento account. 2. From your account panel, under Products and Services, click the Add link next to
Custom SSL Certificate. (If you have multiple stores, click the link next to the correct store.)
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New extensions and services are always being added, so stop by often to see whats new. magentoconnect.com
Magento Connect
34
Step 1:
To purchase an extension: 1. Log in to your Magento account. 2. Find the Magento Go Trusted Extension that you want to install. 3. Set the Platform list to Magento Go. Then, do one of the following:
For a free extension, click the Get It Now button. Then when prompted, click the Place Order button. For a paid extension, click the Buy Now button. When prompted, complete your Billing Address and Payment Information, and click the Place Order button. When the order is complete, you will receive the confirmation message, Your extension has been installed.
4. To verify the installation, click View in My Account. You will find the extension
listed in the My Products and Services section, under My Go Extensions.
35
Step 2:
3. If you have multiple stores, set the Store Name list to the store where the
extension is installed.
4. Find the extension in the list. Then in the Status column, click Disabled to
change the status to Enabled. Note: If you ever want to disable this extension in the future, simply click Enabled to change the status to Disabled. For more information, see the instructions provided by the extension developer.
36
CHAPTER 5:
To log in to the Admin panel: 1. In the address bar of your browser, type the domain for your store, followed by
/admin. If you have a standard domain such as mystore, type this: http://mystore.gostorego.com/admin If you have a custom domain such as mystore.com, type this: http://www.mystore.com/admin
2. Type your User Name and Password, and click the Log In button.
If you dont remember your User Name or Password, you can find them in the Welcome email you received when your store was created.
Admin Login
37
Admin Panel
Admin Panel
All of the commands you need to manage your store are located in the top navigation of the Admin panel. Over time, youll learn to use them all!
Dashboard The Dashboard provides an overview of the sales and customer activity on your site. It is usually the first page that appears after you log in to the Admin panel.
Sales Menu The Sales menu is where you can find everything related to processing an order, including current and past orders, invoices, shipments, credit memos, terms and conditions, and taxes.
Catalog Menu The Catalog menu controls everything related to your product catalog, including products, categories, attributes, URL rewrites, search terms and indexing, product reviews, ratings and tags, Google Content and Google Sitemap.
38
Admin Panel
Design Menu The Design menu lets you change the design of your store by customizing and applying different themes, editing text, moving blocks, and making code changes with CSS and JavaScript.
Customers Menu The Customers menu lets you manage customer accounts, groups, and gift cards. You can also add new attributes, or specialized fields, to the customer record.
Promotions Menu The Promotions menu lets you set up Catalog and Shopping Cart Price Rules, which trigger an action whenever a set of conditions is met. Rules can be used to extend a discount to a customer group or product, or be based upon the items in the shopping cart.
39
Admin Panel
Newsletter Menu The Newsletter menu is used to manage the list of subscibers to any newsletters you publish.
CMS Menu The CMS menu lets you create new content pages and edit existing ones. In addition, you can create static blocks of content, and set up dynamic frontend apps, such as a rotating banner or list of new products. You can also create polls and monitor the responses.
Reports Menu The Reports menu provides a broad selection of reports on every aspect of your store, including sales, shopping cart, products, customers, reviews, tags, and search terms.
40
Admin Panel
System Menu The System menu provides configuration utilities for every aspect of your store. In addition, you can manage your account, set permissions, import/export data, manage email templates, currency and translations, and create additional store views.
Add-Ons The Add-Ons command provides access to the Magento Connect marketplace, where you will find Trusted Extensions for your store.
41
Dashboard
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Sales Charts
The charts at the top of the Dashboard provide a quick snapshot of your orders and amounts, within the specified date range. Orders The Orders tab shows the number of orders during the time range specified. Amounts The Amounts tab shows the revenue during the time range specified. The block below the charts displays the current revenue, quantity, tax, and shipping amounts of your orders.
Summary Reports
The blocks on the left of the Dashboard provide summary information about your lifetime sales, average order amount, last five orders, and search terms. The tabs at the bottom provide quick reports about your best-selling and most viewed products, new customers and those who have purchased the most.
Bestsellers Lists your best-selling products, showing the price and quantity ordered.
Most Viewed Products Lists the most recently viewed products and the number of times viewed.
Customers Lists the customers who have ordered the most during the specified range of time.
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Dashboard Settings
The Dashboard is displayed by default as the start-up page for the Admin panel. If you prefer, you can change the configuration so you see a different page when you log in. You can also set the starting dates used in Dashboard reports, and disable the display of the charts section.
To set the starting dates: 1. From the Admin panel, go to System > Configuration.
2. Then in Configuration panel on the left, under General, select Reports. 3. In the Dashboard section, do the following:
a. Set Year-To-Date Starts to the month and year that the current year began. b. Set Current Month Starts to the current month.
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To change the Admin startup page: 1. From the Admin panel, go to System > Configuration. Then in the
Configuration panel on the left, under Advanced, select Admin.
2. In the Admin UI section, set Startup Page to the page you want to appear
whenever you log in to the Admin Panel.
2. Click to expand the Dashboard section. Then, set Use Aggregated Data (beta)
to Yes.
To disable the chart: 1. From the Admin panel, go to System > Configuration. Then in the
Configuration panel on the left, under Advanced, select Admin.
2. In the Dashboard section, set Enable Charts to No. 3. Click the Save Config button to save the setting.
A message on the Dashboard indicates that the chart is disabled.
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Countries Options
1. From the Admin panel, select System > Configuration. 2. On the General page, click to expand the Countries Options section. 3. Set Default Country to the country where your business is located. 4. In the Allow Countries list, select each country from which you accept orders. By
default, all countries in the list are selected. (To select individual countries, hold the Ctrl key down and click each option.)
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Locale Options
The Locale Options configure your time zone and language, and identify the days of your work week.
1. From the Admin panel, select System > Configuration. 2. On the General page, click to expand the Locale Options section. 3. Select your Timezone from the list. 4. Set Locale to the language for your store. 5. Set First Day of the Week to the day that is considered to be the first day of the
week in your area.
6. In the Weekend Days list, select the days which falls on a weekend in your area.
(Hold the Ctrl key down to select more than one option.)
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Currency Setup
Magento Go lets you customize your store for currencies that are used in more than two hundred countries around the world.
1. From the Admin panel, select System > Configuration. 2. On the General page, click to expand the Currency Setup section. 3. Set Base Currency to the primary currency that is used for online transactions. 4. Set Default Display Currency to the currency used to display pricing in your
store.
5. In the Allowed Currencies list, select all currencies you accept. (To select
multiple currencies, hold the Ctrl key down and click each option.)
System > Configuration > General > Currency Setup > Currency Options
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To set currency rates: 1. From the Admin panel, select System > Manage Currency > Rates.
The Manage Currency Rates page displays a table with currency rates in relation to your base currency rate (the default currency rate for your store).
3. When complete, click the Save Currency Rates button. To customize currency symbols:
Currency symbols are used throughout your store, and appear in product prices, store orders, invoices, and so on.
1. From the Admin panel, select System > Manage Currency > Symbols.
Each enabled currency for your store appears in the Currency list.
2. Enter a custom symbol to use for each currency, or choose the standard symbol
by selecting the Use Standard checkbox to the right of each currency.
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To complete your store contact information: 1. From the Admin panel, select System > Configuration.
2. On the General page, click to expand the Store Information section. 3. Type your Store Name, as you want it to appear on customer communications. 4. Type your Store Contact Telephone number, formatted as you want it to appear
on customer communications.
5. In the Store Contact Address box, type the mailing address of your store.
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To enter your store email addresses: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under General, click Store Email
Addresses.
System > Configuration > Store Email Addresses > General Contact
4. Repeat the process to configure the email addresses for the two predefined email
addresses, and the custom email addresses, as needed: Sales Representative Customer Support Custom Email 1 Custom Email 2
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Contact Us Form
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To configure the Contact Us form: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under General, click Contacts. 3. Click to expand the Email Options section. Then, do the following:
a. Enter the email address that the Contact form should Send Emails To. b. Set Email Sender to the identity you want to use for any replies sent in response to inquiries you receive. c. Select the Email Template that is used to format the data that you receive from the form.
System > Configuration > General > Contacts > Email Options
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Managing Permissions
Managing Permissions
Magento Go uses roles and permissions to provide different levels of access to the Admin panel. Each person who needs access to the Admin panel is assigned a role and set of permissions which determines the level of access. The number of Admin accounts that you can create is determined by your plan. When your store is first set up, the login credentials you receive have full permissions. However, you can restrict the level of permissions for other people who work on your site. For example, a designer can be given access to only the Design area of the site, and not to areas that contain customer and sales information. When the designer logs in to the Admin panel, the first page displayed will be the Theme Editor, rather than the Dashboard. As a security measure, user accounts are locked after six failed attempts to log in. The account can be unlocked by another user who has Administrator permissions.
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Managing Permissions
To create an additional Admin account: 1. From the Admin panel, select System > Permissions > Users. 2. Click the Add New User button.
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Managing Permissions
5. In the User Information panel on the left, click User Role. Then, in the list of
Roles, select Administrators. (Initially, it will be the only role available.)
Step 1:
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Managing Permissions
4. In the Role Information panel on the left, click Role Resources. 5. Set Role Access to Custom. Then in the Resources tree, select the checkbox of
each area of the Admin panel that you a person with this role to have access.
Step 2:
c. Assign the Password for the account. The password should be seven or more characters long, and include both letters and numbers. d. In the Password Confirmation box, repeat the password to make sure it was entered correctly.
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Managing Permissions
4. Set This Account is to Active. 5. In the User Information panel on the left, click User Role. Then, in the list of
Roles, select the option for the role you want to assign to the new user.
To unlock a user: 1. From the Admin panel, select System > Permissions > Locked.
Any locked user accounts appear in the list.
2. In the list, select the checkbox of the locked account. 3. Set the Actions list in the upper-right corner of the list to Unlock.
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To create a store view: 1. From the Admin panel, select System > Manage Stores. 2. Click the Create Store View button to display the New Store View page. 3. Under Store View Information, complete the following fields:
a. Set Store to Main Store. b. In the Name field, assign a meaningful name to the store view. c. If using the store view for a language, you can use the store language for the name. (For example, Spanish.) d. In the Store Code field, assign a meaningful code to identify the store. e. Set Status to Enable to activate the store view. f. (Optional) In the Sort Order field, enter a number to determine the sequence in which this view appears when listed with other views.
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To change the locale of a view: 1. From the Admin panel, select System > Configuration. 2. In the upper-left corner, set the Current Configuration Scope to the store
view that needs to be translated.
Locale Options
4. Set Locale to the new language for the store view. 5. Click Save to save your changes.
To learn more, see: Changing the Locale, on page 517.
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To change the default store view: 1. From the Admin panel, select System > Manage Stores. 2. In the Manage Stores list, click to open the store view you would like to use as
your default store view. Then, do the following: a. Set Root Category to the category you want to use as the default for all stores. Note: Currently Magento Go supports one root category per store. The selected root category becomes the default for all store views. To learn more, see: Top Navigation, on page 179. b. Set Default Store View to the store view you want to use as the default. If you are using Store Views for different languages, the Default Store View will determine the default language of your store.
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CHAPTER 6:
Customer Accounts
Visitors to your site are encouraged to register and open an account with your store. The header of every page extends an invitation to Log in or register and provides a quick access link to the account Login page. Faster Checkout
Registered customers move through checkout faster, because much of the information needed to process the order is already in their accounts. You can specify whether you want to require customers to register before making a purchase, or will accept purchases from guests. Ability to Self-Serve
Registered customers can update their information, check the status of orders, and even reorder from their Account Dashboard. Build Your House List
You can use information from customer accounts, including order history, to create customer groups, targeted mailings, and price rules.
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Customer Accounts
You can configure your store to allow unregistered customers to make purchases as guests, or require that they register to create an account. Registered customers can move through checkout faster, and track the status of their orders.
To set your guest checkout preference: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Sales, select Checkout. 3. Click to expand the Checkout Options section. 4. Then, set Allow Guest Checkout to your preference. 5. Click the Save Config button to save your setting.
Checkout Options
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To configure the customer login options: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Customers, select Customer
Configuration.
3. Click to expand the Login Options section, and do the following: 4. To Enable Log in with PayPal Access, select Yes. 5. To Redirect Customer to Account Dashboard after Logging in, select Yes. 6. Click the Save Config button to save your settings.
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PayPal Access
PayPal is the world leader in online payment solutions, used by over 100 million customers and accepted by millions of stores worldwide. Magento Go and PayPal have joined forces to bring you PayPal Accessa streamlined registration process that makes it easier than ever for people to open an account with your store. When customers with PayPal Access register with your store, they no longer have to type their address or contact information, because it is read directly from their PayPal account. Benefits for you: Streamlined sign-up and checkout Access to 100M active, verified accounts Enhances merchant credibility
Benefits for your customers: Fewer forms to complete Fewer passwords to remember Easier to register with your store
PayPal Access gives your customers an easier and faster way to register with your store and access their accounts.
Header:
The PayPal Access login button appears in the header, after the Welcome message and Log In or register links.
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Create an Account
Log In Page:
The Login or Create an Account page includes a new option to Log In Using Your PayPal Access Account.
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Account Dashboard:
The Account Dashboard gives customers the ability to link or unlink their store accounts to their PayPal accounts.
Account Dashboard
Checkout Process:
When customers proceed to checkout, they are invited to Log In Using Your PayPal Access Account.
Checkout Process
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To enable PayPal Access: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Customers, select Customer
Configuration.
3. Click to expand the Login Options section. 4. Set Enable Log in with PayPal Access to Yes. 5. Click the Save Config button to save your changes.
For the most current information about the full range of PayPal services for Magento Go merchants, see: Understanding PayPal in our Knowledge Base.
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You can create, modify and manage these groups to fit your needs and strategy.
To create a Customer Group: 1. From the Admin panel, select Customers > Customer Groups.
2. Click the Add New Customer Group button. Then in the Group Information
section, do the following: a. Enter a descriptive Group Name. For example: Wholesaler b. Select an appropriate Tax Class for the group.
Group Information
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To create a customer: 1. From the Admin panel, choose Customers > Manage Customers. 2. Click the Add New button.
You can associate a customer to the Admin website to require that orders are placed only through the Admin panel. Customers associated with the Admin website cannot log in to their accounts from the store.
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Customer Information
Password Management
7. Select the Save and Continue Edit button to save the customer settings.
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2. Assign a Default Address to this new address by checking either Default Billing
Address or Default Shipping Address to the right.
3. To add a new address, click Add New Address in Customer Addresses box.
Follow steps as above and assign a default address if needed.
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Notes:
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CHAPTER 7:
To learn more about customizing themes, see the Magento Go Design Guide.
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1 Column The 1 Column layout can be used to create a dramatic home page with a large image or focal point. Its also a good choice for any content page that has a large amount of text, or a combination of text, images, and video. A single-column layout can give the appearance of multiple columns if the text is formatted into columns using HTML and CSS.
2 Columns with Left Bar The 2 Columns with Left Bar layout is often used for pages with navigation on the left, such as a catalog or search results pages with layered navigation. It is also an excellent choice for home pages that need additional navigation, or blocks of supporting content on the left.
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2 Columns with Right Bar The 2 Columns with Right Bar layout is the one that is used for the home page examples in this guide. The main content area is large enough for an eye-catching image or banner. This layout is also often used for Product View pages that have blocks of supporting content on the right.
3 Columns The 3 Column layout has a center column that is wide enough for a column of text, with room on each side for additional navigation and blocks of supporting content. The Customer Service page in the sample data is based on the 3 Column layout. (You will find a link to that page in the footer of your store.)
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Choosing a Theme
Choosing a Theme
You can preview any theme using the actual content from your store, without interrupting the operation of your site. While in Preview mode, you can explore each menu and option. Make sure to examine every page to see how items are arranged within the space. Note: To preview a theme, your browser must be set to allow pop-ups.
To preview a theme: 1. From the Admin panel, select Design > Themes Editor.
2. Click the Preview link below the thumbnail image of any theme. A preview
window opens to show how the theme looks when applied to your store.
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Choosing a Theme
3. To try a different theme, select its name from the Change Theme list in the
upper-left corner of the page, and click the Change Theme button.
4. To close the preview window, click the Quit Preview button at the top of the
page.
5. When you find a theme you want to try, make a copy that you can edit.
a. Click the Duplicate link below the thumbnail image of the theme you want to copy. b. Enter a new Theme Name and Description if you like, and click the Save button. A new copy of the theme you have chosen, called by the name you have assigned, appears in the left column under My Customizations. This is now your working copy of the theme.
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Choosing a Theme
3. To see the new theme in your store, open a new tab or browser window and type
your store URL in the address bar. If you have a standard domain such as mystore, type this: http://mystore.gostorego.com If you have a custom domain such as mystore.com, type this: http://www.mystore.com If the new theme doesnt immediately appear, press the Refresh (F5) button.
Applying a Theme
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Header Logo
Your store logo appears in the upper-left header of your store with a clickable link back to your home page. The general size and position of the store logo file is determined by the theme.
To upload the Header logo: 1. From the Theme Editor, under Current Theme, scroll down to the My
Customizations section.
2. Under the thumbnail image of your theme, click Customize. 3. In the Theme Customization panel on the left, click Design Settings Editor.
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To add Alt text to your logo: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under General, select Design. 3. Click to expand the Header section. 4. Type the Logo Image Alt text that you want to appear whenever someone hovers
over your logo.
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Email Logo
This logo appears at the top of automated email messages sent to customers. These messages are referred to as transactional emails and are based on templates. To learn more, see: Adding a New Email Template, on page 138.
To upload your Email logo: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Design, select Transactional
Emails.
3. Click the Browse button and select the Logo Image from your computer. 4. In the Logo Image Alt field, type the Alt text you want to use for the image. 5. When complete, click the Save Config button.
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Favicon
The favicon (short for favorite icon) is the little icon in your browser address bar before the URL. The favicon also appears on the tab of each browser page. By default, the Magento logo is the favicon that appears in your Magento Go store.
Favicons are generally 16x16 pixels or 32x32 pixels in size. Although Magento accepts .ico, .png, .jpg, .jpeg, .apng and .svg file types, not all browsers support these formats. The safest format to use for a favicon file is an .ico. Many free favicon converter tools are available online to convert other, more common image types, like .pngs, .gifs, and .jpegs to the .ico format. Because Magento Go does not convert an image from one format to another, any file conversion should take place before the file is uploaded to your store.
Step 1:
Create a favicon
1. Create a 16x16 or 32x32 graphic image of our logo, using in the image editor of
your choice.
2. Use one of the available online tools to convert the image to the .ico format.
Name the file favicon.ico and save it to your computer.
Step 2:
3. In the Favicon Icon field, click the Browse button to find your favicon file. 4. Click the Save Config button to save your changes.
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Notes:
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CHAPTER 8:
Creating Content
The old adage, content is king is as true now as ever. The quality of your content helps distinguish your store from others, increases your visibility to search engines, provides support to your customers, and gives them more reason to come back. Your content should reflect the branding of your store, including both the visual presentation and the voice that is used to convey your message. Your Magento Go store includes a powerful content management system (CMS) that is used to create and maintain the information that is available on your site. To help you get started, your store has several sample pages and blocks of content, which you can modify with your own information, or replace with others of your own design. Pages Content pages appear in the main content area of your site, according to the column layout of the page. A page can be linked to other pages, and incorporated into the navigation of your site. You can organize your content pages into hierarchy with menus and navigation. Each page has a URL that appears in the address bar of the browser. Content pages are indexed by search engines, and can be leveraged to improve the visibility of your store. Blocks A block is a chunk of information that can be included on a page, or positioned in a column to the left or right of the main content area of a page. A block can include static information such as text, images, video, and dynamic information such as data from your catalog.
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Home This sample Home page is based on the 2 columns with right bar layout. The main content area of this page includes a static image and a dynamic list of new products.
About Us This sample About Us page is based on the 1 column layout, but uses HTML to create three columns of text. You can use this page as a template, or try a different approach. By default, a link to the About Us page appears in the footer of your store.
Customer Service This sample Customer Service page is based on the 3-columns layout, and can be used as a template for your own information. By default, a link to the Customer Services page appears in the footer of your store.
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Page Not Found The 404 Page Not Found page is based on the 2 columns with left bar layout, and is named for the response code that is returned when a page cannot be found. This page appears if there is a broken link on your site, or if a URL to a page no longer exists.
Enable Cookies The Enable Cookies page appears if a visitor to your site does not have cookies enabled for their browser. The page provides step-by-step, illustrated instructions to enable cookies for the most popular browsers. The page is based on the 1 column layout.
Service Unavailable The 503 Service Unavailable page is named for the response code that is returned when a server is unavailable. This page can be set to appear when your store is in Maintenance Mode.
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To edit an existing content page: 1. From the Admin panel, select CMS > Pages > Manage Content. 2. In the Manage Pages list, click to select the page you want to edit.
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3. In the Page Information panel on the left, select Content. The page appears in
the content editor.
4. If you prefer to work in full screen mode, click the Fullscreen button. Click the
button again to return to the content editor.
Fullscreen Button
5. From the content editor, click the Show/Hide Editor button to view the code.
Then, click the button again to return to the content editor.
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6. In the Content Heading box, type the text that you want to use as the main
heading at the top of the page. This text is tagged with the HTML heading level 1 (<h1>). The format of the <h1> tag is determined by the CSS stylesheet that is associated with the page. By default, the editor uses the CSS stylesheet from the current theme.
7. Click the Preview button to see how the page appears when published to your
site. Then, close the Preview window to return to the content editor.
Preview Page
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The sample About Us page is based on a 1-column layout, but uses HTML to create a three-column format. If you like the layout of this page, you can carefully type over the text, without interfering with the underlying code.
8. Complete your content, using the formatting buttons in the toolbar, as you would
with any text editor.
9. Because this page is live on your site, click the Preview button to check the
content and formatting before saving your changes. Then, close the Preview window to return to the content editor.
10. When the page is complete, click the Save button. The updated page is
immediately published to your store.
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Step 1:
Note: This option is set to Yes by default. If you make frequent changes, we recommend setting this to No to avoid creating multiple copies which are only slightly different from each other.
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4. With the required fields complete, click the Save and Continue Edit button.
Step 2:
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Step 3:
3. Complete the remaining content, as you want it to appear in the main content
column, according to the page layout selected. The content can include text, images, video and audio, banners, and lists of dynamic data. For more information on the range of possibilities, see the Magento Go Design Guide.
d. Click the thumbnail of the image and click the Insert File button. The required code appears in the edit box. The image code is inserted into the HTML of the page.
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5. Click the Show / Hide Editor button to return to the content editor, where the
image appears in relation to the rest of the content on the page.
6. Complete the content, and preview your work as needed. 7. Click the Save and Continue Edit button.
Step 4:
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Step 5:
1. To make a page appear as the Home page of your store, do the following:
a. From the Admin panel, select System > Configuration. b. In the Configuration panel on the left under General, select Web. c. In the Default Pages section, set CMS Home Page to your new page.
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Inserting Links
One of the best things you can do to improve the indexing of your site by search engines is to create internal links to other content pages in your site. In addition, you might want to provide a link to an outside site, as well. When you offer a link to an outside site, you should set the link to open in a new window, so the visitor doesnt leave your store.
To create a link: 1. Highlight the text where you want to create the link. Then, in the Editor toolbar,
click the Link button.
Link Button
2. In the Link URL field, type the web address of the page to be linked. 3. Set Target to one of the following:
Open link in the same window Open in a new window
4. In the Title field, enter the tooltip text that appears when someone hovers over
the link.
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Inserting Images
You can insert a link to an image that resides on another server, or link to an image from your stores Media Storage library.
1. Position your cursor in the text where you want the image to appear. 2.
In the Editor toolbar, click the Insert Image button.
3. In the Image URL field, paste the full Web address to the image. 4. In the Image Description field, write a brief description of the image. 5. In the Title field, write a relevant title for the image. 6. Click the Insert button to complete the process.
2. Position the cursor where you want the code to be inserted. Then, click the Insert
Image button.
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4. To insert a HTML link to the file, click to select the image. Then, click the Insert
File button.
The code is inserted as a Dynamic Media URL, and looks something like this: <img src="{{media url="go-logo_1.png"}}" alt="" />
5. To complete the Alt tag, position the cursor between the double-quotes, and type
the text.
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Embedding Video
You can easily embed links to videos into your content pages. This example shows how to use the Media button in the Editor toolbar to embed a YouTube video in a content page.
To embed video: 1. From the Editor, click the Insert Media button.
2. In the File/URL field, type the URL to the media file you want to embed. For
example, it could be a link to a YouTube video.
Embedded Video
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Adding Nodes
A node is a reference that identifies related pieces of content, and is used to organize content pages into a structure of parent/child relationships. A parent node is like a folder which can contain child nodes and pages. The relative position of each node and page in the hierarchy is shown as a tree on the left side of the Manage Pages Hierarchy page. A node can contain other nodes and content pages, and a single content page can be associated with multiple nodes and other content pages. The following example shows how to create a node with simple navigation to content pages. Although the node does not have a content page associated with it, it does have a URL Key which can be referenced elsewhere in your site. For example, you can create a node called Press Releases with navigation to individual press releases. Then, include the link on your About Us page.
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Step 1:
Create a Node
1. From the Admin panel, select CMS > Pages > Manage Hierarchy. 2. Click the Add Node button. 3. In the Page Properties section, type a Title for the node. Then create a suitable
URL Key using all lowercase characters, with hyphens instead of spaces.
4. Click the Save Pages Hierarchy button to save the node. The node appears as a
folder in the tree.
Step 2:
3. Click the Add Selected Pages(s) to Tree button. Each selected page appears in
the tree below the node folder.
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Step 3:
Add Navigation
1. In the tree, click to open the node. 2. In the Pagination Options for Nested Pages section, set Enable Pagination to
Yes.
3. In the Navigation Menu Options section, and set Enable Navigation Menu to
Yes.
4. Scroll back up to the Node Properties section, and click the Preview link.
5. Click the Save Pages Hierarchy button to save the settings. Node Properties
Setting Title Description (Required) The Title of the node appears in the browser tab and title bar of the page. (Required) The URL key becomes part of the address to the page. Click this link to preview the page.
URL Key
Preview
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Next/Previous
Enable Chapter/Section
Chapter/Section
Determines how many links are displayed at once. If the current frame doesnt include links to all available pages, creates a link from the current position to the next group of pages, plus or minus this value.
Frame Skip
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Setting
Menu Layout
Determines where the navigation menu appears. Options include: Use Default Content Left Column Right Column
Menu Detalization
Determines the pages included in the navigation menu. Options include: Only Children: Includes only subpages in the navigation. Neighbors and Children: Includes subpages and co-existing pages.
Maximal Depth
Determines the number of node levels included in the navigation menu. Determines whether the menu is based on a bulleted or numbered list. Options include: Unordered (bullet) Ordered (numbered)
List Type
List Style
Determines the style of bullet used for unordered lists, and the number style for ordered lists. Options include: Default Circle, Disc, Square Ordered list options include: Numbers (1, 2, 3, ) Lower Alpha (a, b, c, ) Upper Alpha (A, B, C, ) Lower Roman (i, ii, iii, ) Upper Roman (I, II, III, )
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To configure the page hierarchy settings: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under General, select Content
Management.
3. Click to expand the CMS Page Hierarchy section, and make any changes that are
necessary.
System > Configuration > General > Content Management: CMS Page Hierarchy
4. Click to expand the CMS Versioning section, and make any changes necessary. 5. Click the Save Config button to save your changes.
Setting Enable Hierarchy Functionality Description Enables the use of page hierarchy. Options include: Yes / No Lets you associate meta data with pages in the hierarchy. Options include: Yes / No Determines the default menu style. Options include: Content Left Column Right Column
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To create a static block: 1. From the Admin panel, select CMS > Static Blocks. 2. Click the Add New Block button. Then, do the following:
a. Assign a descriptive Block Title. b. Assign a unique Identifier to the block. Use all lowercase characters, with underscores instead of spaces. The identifier is used for internal reference. c. Select the Store View(s) where this content block will be visible. d. Set Status to Enabled to make the block visible in the store. e. Complete the Content for the block. You can use the Editor to format text, create links and tables, add images, video, and audio.
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Footer Links
To add a link to a page in the footer: 1. From the Admin panel, go to CMS > Static Blocks. 2. In the Static Blocks list, click to open the Footer Links block. 3. To insert a new link, do the following:
a. Position the insertion point at the end of a line and press the Enter key to insert a new line. b. Type the text, as you want it to appear in the footer link. Then, drag to select the text you typed. c. In the toolbar, click the Insert Link button. d. In the Link URL box, type the URL Key for the page. For example, the URL Key for your Privacy Policy page might be privacy-policy.
Insert Link
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In the Title box, type the text you want to appear when someone hovers over the link.
To change the copyright notice: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under General, click Design. 3. Click to expand the Footer section. 4. In the Copyright text box, type the copyright notice that you want to appear in
the footer of each page. You can use the &Copy; character code to insert a copyright symbol.
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Creating Banners
Creating Banners
Banners display an image or block content, and can be set to appear for a specific period of time for a promotion. You can create a banner that appears only for certain customer groups, or when price rule conditions apply. When designing banners for your store, you should take into consideration both the page layout and the theme you are using. To make it easy, each banner type is associated with a specific area of the page. Although the header and footer are a fixed width, the width of the content area and left and right columns varies according to page layout.
3 Columns
1 Column
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Creating Banners
To create a banner: 1. From the Admin panel, select CMS > Banners.
2. Click the Add Banner button. 3. In the Banner Name field, enter an appropriate name for the banner. 4. Set Active option to Yes. 5. In the Applies To list, do one of the following:
Select Any Banner Type. Select one of the Specified Banner Types. Then in the list, choose the banner type you want to use. (To select more than one, hold the Ctrl key down and click each option.)
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Creating Banners
6. In the Banner Information panel on the left, select Content. Then in the Default
Content section, type or paste any HTML code needed to define the banner.
7. To insert an image, click the Insert Image button and select the image from
Media Storage.
8. The default content you have created is initially available to all store views. To
customize the content for view, clear the Use Default check box, and complete the content for the each view.
Footer
Header
Left Column
Right Column
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Creating Banners
Inserting Variables
You will recognize some of the variables in the list as the contact names for your store. In addition to these, you can create additional variables and include them in your content.
To insert a variable: 1. From the Default Content section, click the Insert Variable button. 2. Then in the list, click to select the variable you want to insert. 3. Click the Save Banner button to save your changes.
Insert Variable
Step 1:
2. Click the Add New Variable button to be redirected to custom variable page. 3. Enter an identifier in the Variable Code field. Use all lowercase characters,
without spaces. (For example: store_hours.)
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Creating Banners
4. Enter a name in the Variable Name field for internal reference. 5. In the Variable HTML Value text field, enter content using basic HTML tags. You
can also forgo this option and enter plain text in the Variable Plain Value field.
Step 2:
3. Complete the General Information. 4. From the Editor, click the Insert Variable button, or expand the default insert list
by clicking Show/Hide Editor and click Insert Variable.
5. Select the custom variable that you created. 6. Click the Save Block button to save your changes.
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Creating Banners
To learn more about Frontend Apps, see the Magento Go Design Guide.
To insert a frontend app: 1. From the Default Content section, click the Insert Frontend Apps button. 2. Then in the list, click to select the type of app you want to insert. 3. Click the Save Banner button to save your changes.
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Creating Banners
To add a related promotion: 1. In the Banner Information panel on the left, select Related Promotions. 2. Do one of the following:
In the Related Shopping Cart Price Rules section, select the checkbox of each price rule which you want to associate with this banner. In the Related Catalog Price Rules, select the checkbox of each price rule which you want to associate with this banner.
Related Promotions
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Compare Products
Compare Products is an example of a block that is set up to appear in the far right column, or side bar. It provides a detailed, side-by-side comparison of two or more products. You can customize the report to include additional attributes, or remove ones that you dont want to include. Heres how it works:
To compare products: 1. From your store, select a category from the top navigation. 2. For each product that you want to compare, click the Add to Compare link. 3. In the Compare Products block in the right column, click the Compare button.
The report opens in a new window.
4. To clear the Compare Products list, click the Clear All link.
Troubleshooting
But what if the Compare Products block doesnt appear in your store? The Compare feature could be turned off, or your theme could be using a single column layout for the category list page.
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Add to Compare
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To enable Compare Products: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under General, select Feature. 3. Click to expand the Compare Products section. Then, set Enable Compare
Products to Yes.
To change the category column layout: 1. From the Admin panel, select Catalog > Manage Categories. 2. In the Categories tree, select the category level you want to change. 3. On the Custom Design tab, set Page Layout to 2 columns with right bar. 4. Click the Save Category button.
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Notes:
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CHAPTER 9:
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Product Reviews
Product Reviews
Product reviews help build a sense of community, and are considered to be more credible than any advertising money can buy. In fact, Google gives sites with product reviews a higher ranking than those without. For those who find your site by searching for a specific product, a product review can become the landing page of your store. Product reviews help people find your store, keep them engaged, and often lead to a sale. Five Star Rating
The five star rating system can include any parameters you want. Initially, the reviewers evaluation is based on the default parameters of Value, Quality, and Price. The score appears below the title on the product list and detail pages. Read a Review A link to existing product reviews appears below the product name on the product detail page. If no reviews have been written, the customer is invited to Be the first to review this product.
Write a Review The reviewer gives the product a score from one to five stars, based on the rating parameters you want to use. The review text and summary can be typed or pasted into the form. As an option, a reviewer can provide a Nickname to appear as a byline when the review is published.
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Product Reviews
Submit the Review When a review is submitted, it appears in the list of reviews with a status of Pending until it is approved for publication.
Accept for Moderation The moderator can open a review in Edit mode, and after making any changes that are necessary, change the status to Approved or Not Approved.
Publish Review If approved, the reviewers score is added to the five star rating of the product, and the review appears at the bottom of the Product Detail page.
Customer Dashboard All reviews written by customers are listed in their Account Dashboard. Customers can view the details, but not edit or delete the review.
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Product Reviews
Moderating Reviews
Customers can write reviews for any product in your catalog. This can be done from the product view page by clicking the Be the first to review this product link. If the product already has been reviewed, there will be a Write Your Own Review section where the customer review it and give it a star rating. The number of stars indicates the satisfaction rating. Visitors to your site can click the Review(s) link to read the reviews and write their own. When a review is submitted, it is sent for moderation. When approved, the review is published in your store.
To edit and approve customer reviews: 1. From the Admin panel, select Catalog > Reviews and Ratings > Customer
Reviews > Pending Reviews.
Catalog > Reviews and Ratings > Customer Reviews > Pending Reviews
2. In the list, click a pending review to view the details, and edit if necessary. 3. To approve a pending review, change the Status field from Pending to
Approved. To reject a review, select Not Approved.
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Product Reviews
Managing Ratings
Magento Go lets you create your own rating system, using terminology that relates to your products and customers.
To create your own ratings: 1. From the Admin panel, select Catalog > Reviews and Ratings > Manage
Ratings.
2. Click the Add New button. 3. In the Rating Title section, enter the Default Value for the new rating. Then,
enter the translation for each language supported by your store.
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Product Reviews
4. In the Rating Visibility section, select each store view where the rating will be
used. (Hold down the Ctrl key to select multiple options.)
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Tags
Tags
Tags are one-word descriptors that act as keywords. They can be assigned to products by registered customers who are logged in, or by guests. They help customers organize and remember the products that they have seen, offer quick navigation, and help search engines index your store. Each product page has an Add Your Tags field at the bottom of the page in your store. To add a tag, a customer simply needs to enter a tag and click the Add Tags button.
To add a tag: 1. From any Product Detail page, scroll down to the Product Tags section at the
bottom of the page.
To edit and approve a tag: 1. In the Admin panel, select Catalog >Tags > Pending Tags. 2. Select a pending tag.
From this screen, you can modify the tag (if misspelled) and change its Status.
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Polls
Polls
Polls are powerful marketing tools, and Magento Go makes it easy to find out your customers opinions on just about everything. A poll occupies a small amount of space on the pages and is likely to be answered by many people. The poll results appear immediately after a response is submitted.
If you set up multiple polls, a new poll will appear each time the page is visited or refreshed.
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Polls
To create a poll: 1. From the Admin panel, select CMS > Polls.
Poll Manager
2. In the upper-right corner of the Poll Manager, click the Add New button. 3. In the Poll Information section, enter the Poll Question. This is the question that
will appear in the Community Poll box.
4. The Status field is Open by default. To remove the poll from your store, set
Status to Closed.
5. In the Visible In list, select each store view where you want the poll to appear. 6. In the Poll Information panel on the left, select Poll Answers. Then, do the
following: a. Click the Add New Answer button to add a new answer. b. In the Answer Title field, enter the answer as it will appear in the website. c. To weight an answer, enter a number in the Votes Count field. The number will increment each time a customer chooses the answer. Repeat this step to add more answers.
Assigned Answers
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Polls
To configure poll voting: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under General, select Web. 3. Click to expand the Polls section, and set Disallow Voting in a Poll Multiple
Times from Same IP-address to Yes.
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Email a Friend
Email a Friend
The Email a Friend link makes it easy for your customers to share links to products with their friends. A customer can send only five messages an hour.
To email a friend: 1. On the Product Detail page, click the Email a Friend link. When prompted,
either log into your customer account or register to open an account.
3. When ready to send the message, click the Send Email button.
Email a Friend
Message Received
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Email a Friend
Add to Wishlist
Customers can add products to their Wishlist, and then share it with their friends. The Wishlist is maintained in the customers Account Dashboard, where it can be updated, or added to the Shopping Cart.
To add a product to the Wishlist: 1. Click the Add to Wishlist link. If you are logged in, your customer account will
open to the My Wishlist page.
Add to Wishlist
2. To share your Wishlist with friends, click the Share Wishlist button. 3. To purchase the item, click the Add to Cart button.
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CHAPTER 10:
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To add a new template: 1. From the Admin panel, select System > Transactional Emails. 2. Click the Add New Template button. 3. In the Template list, select a default template from the list of predefined
templates.
4. In the Locale list, select the language for the email, and click the Load Template
button.
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Step 1:
4. Enter a Variable Name, which is used for internal reference. Then, do one of the
following: In the Variable HTML Value text field, enter any content you want to include, using basic HTML tags. This option allows you to format the value. In the Variable Plain Value field, enter the variable value as plain text.
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Step 2:
3. In the Template Content field, position the cursor where you want to insert the
custom variable.
4. Click the Insert Variable button, and select the custom variable to insert.
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To assign templates to a transactional messages: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Sales, select Sales Emails. Then,
select the appropriate templates for each of the following sections: Order and Order Comments Invoice and Invoice Comments Shipment and Shipment Comments Credit Memo and Credit Memo Comments
3. When complete, click the Save Config button to save your changes.
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Newsletters
Newsletters
Magento Go provides newsletter functionality enabling store administrators to enroll customers who have registered to receive newsletters. You can use this subscription list to send newsletters through a third- party service provider.
Newsletter Sign-Up
Subscription Options
To configure newsletter settings for your store: 1. From the Admin panel, select System > Configuration. In the Configuration
panel on the left, under Customers, select Newsletter.
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Newsletters
To modify the newsletter template: 1. From the Admin panel, select System > Transactional Emails. 2. In the Template List, select Newsletter Subscription Confirmation. Then, click
the Load Template button.
3. Click the Preview button, to open the template in a new window. 4. If you want to make changes, do the following:
a. Enter a new Template Name. b. Make any changes necessary to the Template Content.
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Newsletters
To update the default confirmation template: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Customers, select Newsletter. 3. Click to expand the Subscription Options section, and make any changes that
are necessary.
Subscription Options
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Newsletters
To export a subscriber list: 1. From the Admin panel, select Newsletter > Newsletter Subscribers. 2. Click the Reset Filter button to load the complete subscriber list. Then, do one of
the following: To select all subscribers, click the Select All link in the upper-left corner of the list. To select individual subscribers, select the checkbox of each record. To select only the records with a Status of Subscribed, set the search filter for the Status column to Subscribed. Then, click the Search button.
3. To export the selected subscribers, set the Export to list to one of the following:
CSV XML
4. Then, click the Export button. 5. When prompted, Save the file to your computer.
4. Set the Actions list to Unsubscribe. 5. Click the Submit button to save your changes.
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Newsletters
Notes:
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CHAPTER 11:
Mastering Search
Research shows that people who use search are more likely to make a purchase than those who rely on navigation alone. In fact, according to some studies, people who use search are nearly twice as likely to make a purchase. Magento Go has a powerful search engine which you can use as is, or fine-tune to make it even more effective. In this chapter, you will learn how to take full advantage of catalog search, by shaping the way search terms are used, and monitoring the results.
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Quick Search The Quick Search box is located in the header of each page, and helps visitors find products in your catalog. The search term can be either a full or partial match or any other word or phrase to describe a product.
Advanced Search Advanced Search provides an easy way for people to search your catalog by typing text directly into a form. You can configure the form to include any fields from your product catalog. The link to Advanced Search is in the footer of your store.
Popular Search Terms The Popular Search Terms page lists search terms as a tag cloud, using text size to indicate the popularity of the term. The link to the Popular Search Terms page is in the footer of your store.
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Quick Search
The Quick Search box in the upper-right corner helps visitors find products in your catalog. The search term can be the full or partial product name, or any other word or phrase that describes the product.
In addition to the product names and terms from your catalog, you can configure the search to offer close matches, display search term frequency, and to make suggestions as text is typed.
To configure the search box: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Catalog, select Catalog. Then, click
to expand the Catalog Search section.
3. Complete the settings according to your preference. 4. Click the Save Config button to save your changes.
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Advanced Search
Advanced Search provides an easy way for people to search your catalog by entering what they are looking for directly into a form. Because the form contains multiple fields, a single search can include several parameters. The result of the search is a list of the products which match the values entered in the form. The link to Advanced Search is in the footer of your store. Each field in the form corresponds to an attribute from a product record. You can determine which fields to include by setting the attribute properties to Include in Advanced Search. As a best practice, you should include only the fields that your customers are most likely to use to find a product, because using too many can impact the speed of the search.
Advanced Search
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To enable Popular Search Terms: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Catalog, select Catalog. Then, do
the following: a. Click to expand the Search Engine Optimizations section. b. Set Popular Search Terms to Enable.
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Page Controls
Control Description View As Displays the list in either a Grid or List format. Sort By Changes the sort order of the list. Show Per Page Changes how may products are shown per page. Pagination Links Lets the user navigate to other pages in the search results list.
To configure the list: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Catalog, select Catalog. Then, click
to expand the Frontend section.
3. Complete the settings according to your preference, and click the Save Config
button.
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Configuration Settings
Setting List Mode Description Determines the format of the search results list. Options include: Grid Only: Formats the list as a grid of rows and columns. Each product appears in a single cell of the grid. List Only: Formats the list with each product on a separate row. Grid (default) / List: By default, products appear in Grid View. List (default) / Grid: By default, products appear in List View. Products per Page on Grid Allowed Values Determines the number of products displayed in Grid View. To provide a selection of options, enter multiple values separated by commas. Determines the number of products displayed per page by default, in Grid View. Determines the number of products displayed per page by default, in List View. If set to Yes, includes the ALL option in the Show per Page control. Determines the sort order of the search results list. The selection of options is determined by the Display Settings of the category and the available attributes. The default is set to Use All Available Attributes, and typically includes: Best Value Name Price
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Search Terms
Search Terms
Search Terms List The Search Terms list displays all search query terms submitted by visitors to your store. You can use the information to learn more about what your customers are looking for, and to display targeted search results and landing pages.
Search Term Information Every search term in the list can be edited, and new terms added. The Search Term information page records how many times the term has been entered, and any synonyms, landing pages, and related search terms associated with the term.
Search Term Report The Search Term report lists the number of results generated from each query term submitted, and the number of times each was submitted within the range of time specified for the report. The report data can be exported, and opened in Excel for further analysis.
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Search Terms
Suggestions
Search terms can be suggested as text is typed into the Quick Search box. Up to ten qualified search terms can appear as suggestions below the search box. Only search terms which have been submitted from your store and have produced results are offered as suggestions.
If a search returns no results, and there is not an alternate landing page set up for the term, a close match is offered as a possible solution. The text, Did you mean: appears with a list of possible close match suggestions.
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Search Terms
Landing Pages
Magento Go lets you associate each search term with a specific landing page. The landing page can be a content page, a category page, a product detail page, or even a page on a different site. When people look for a product that you dont carry, rather than leave them empty handed, why not redirect them to a similar product in your catalog? Or, if you exchange referrals with another store, you might send some business their way. The source of the referral would show up in their analytics, and they might return the favor.
Synonyms
You can improve the effectiveness of catalog search by including different terms that people may use to describe the same item. For example, you dont want to lose a sale just because someone is looking for a sofa, and your product is listed as a couch. You can expand your ability to capture a broader range of search terms by entering the words, sofa, davenport, and loveseat as synonyms for couch. Then, you can direct them all to the same landing page.
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Search Terms
To display the Search Terms list: 1. From the Admin panel, select Catalog > Search Terms. 2. Click the row of any record to edit the search term. To delete a search term: 1. In the list, select the checkbox of the term to the deleted. 2. Set the Actions list to Delete. 3. Click the Submit button.
To learn more about Action controls, see: List Filters and Controls, on page 173.
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Search Terms
Store
Results
Number of Uses
Synonym For
Redirect
Action
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Search Terms
To add a new search term: 1. From the Admin panel, select Catalog > Search Terms.
3. In the General Information section, in the Search Query box, type the word or
phrase that you want to add as a new search term.
4. Select the Store where the search term will be used. If your store is available in
multiple languages, select the applicable store view.
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Search Terms
5. In the Synonym For field, enter the synonym that you want to associate with this
search term.
7. If you want to offer suggestions as text is typed in the search box, set Display in
Suggested Terms to Yes.
To add related search terms: 1. From the Admin panel, select Catalog > Search Terms. 2. In the list, click to open the search term in edit mode. 3. In the Related Search Terms section, do the following:
a. Click the Reset Filter button to generate a list of all search terms. b. In the first column, select the checkbox of each search term that is related to the term that is listed in the General Information section of the record. c. Click the Save Search button. d. In the first column, set the Search Filter to Any.
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Search Terms
Store
Synonym For
Redirect URL
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In addition, the Visibility of the individual product record must be set to make it available for use in search operations. For more information, see:
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Weighted Search
Magento Go lets you assign a weight to any product attribute that is used in catalog search. The weight is a numerical score from 1-5 that determines the rank or value of the item.
To set the search properties of an attribute: 1. From the Admin panel, go to Catalog > Attributes > Manage Attributes. 2. Find the attribute in the list, and click to open the record. 3. Scroll down to the Frontend Properties section, and do the following:
a. To include the attribute in Quick Search box queries, set Use in Quick Search to Yes. b. To include the attribute as a field on the Advanced Search form, set Use in Advanced Search to Yes. c. To establish the search value of the attribute, set Search Weight to a number from 1 to 5.
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To run the Search Term Report 1. From the Admin panel, select Reports > Search Terms. 2. To export the report data, select one of the following from the Export to list:
CSV Exports the search report data to a .csv (comma-separated values) file. Note: Because the first column in the report is ID, you may not be able to open the file in Excel. The Open Office spreadsheet is an open source equivalent, which sometimes proves to be a better choice for managing import/export data. Excel Exports the search report to a .xml file. The .xml file can be saved to your computer and opened in Excel.
3. Click the Export button. When prompted, you can either open or save the file. Search Term Report
Column ID Description Contains the record number of each search term that is included in the report, and is used for internal reference. Contains each search term that is included in the report. Identifies the store and/or views where the search term is available. Displays how many products were displayed in the search results during the most recent use of search term. Note: Only search terms with qualified results can be offered as suggestions in the Quick Search box. Hits Displays the total number of uses of this search term.
Search Query
Store
Results
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Google Analytics
Google Analytics provides detailed statistics about your website visitors, as well information about the effectiveness of your marketing campaigns. For step-bystep instructions, see: Google Analytics on page 436.
System > Configuration > Sales > Google API: Google Analytics
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List Filters and Controls There are many lists of data associated with your store, including products, orders, customers, search terms, pages, blocks, banners, and so on. Each list uses the same set of pagination, sorting, filtering, and action controls.
Search Indexing As you work with your product catalog, the search index will periodically need to be refreshed to keep current with changes to the database. Whenever you make changes which might affect the indexing of your catalog, take a moment to refresh the search index.
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Global Search
The Global Search box is located in the upper-right corner of the Admin panel, and gives you the ability to find any record in the database. The results can include customers, products, orders, or any related attribute.
Global Search
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List Filters
When working from the Admin panel, you can use the filters across the top of the list to focus the results of the search. Simply enter the value you want to find, and click the Search button.
Search Filters
Action Controls
When working from the Admin panel, you can use the action controls to apply an operation to a single record, or to multiple records. The checkboxes in the first column are used to select each record. The Actions list contains the selection of actions which are available for the list. To apply the action to the selected records, click the Submit button.
Action Controls
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To refresh the search indexing: 1. From the Admin panel, select Catalog > Search Indexing. 2. Click the Refresh Index button.
You are notified that the request is in the queue.
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CHAPTER 12:
Navigation by Category
Categories are the primary way people find products in your catalog. Categories appear in the top navigation of your store, the breadcrumb trail, and in the layered navigation which is often found on the left side of a two- or threecolumn page. The category URL usually appears in the address bar of a browser, and is indexed by search engines. For a product to be visible in your store, it must be assigned to at least one category. Each category can have a dedicated landing page with an image, static blocks, a description, list of products. You can also create additional designs for your category pages that become active for a specific period of time.
Category Navigation
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Breadcrumb Trail
Breadcrumb Trail
The breadcrumb trail is a set of links that shows where you are in relation to other pages in your store. You can click any link in the breadcrumb trail to return to a previous page. The format and position of the breadcrumb trail varies by theme, but it is usually located in the upper-left, just below the header.
To show the breadcrumb trail on content pages: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under General, select Web.
3. Click to expand the Default Pages section. 4. Set Show Breadcrumbs for CMS Pages to Yes.
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Top Navigation
Top Navigation
The top navigation of your store includes the highest level of categories that are available in your catalog. You can think of the top navigation as departments in your store, and each top-level category page as a destination landing page.
Top Navigation with Subcategories The catalog structure is like an upside down tree, with the root on top. The categories in the top navigation of your store exist one level below the root.
Root Category
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Creating Categories
Creating Categories
Every product in your catalog must be assigned to at least one category. Therefore, before you can build your product records, you must first establish the basic category structure of your catalog.
Step 1:
Create a Category
1. From the Admin panel, select Catalog > Manage Categories. 2. In the Categories panel on the left, click to select the level that you want to be the
parent of the new category. This will be the level just above where the category will appear. If youre starting from the beginning without sample data, there will be only two categories in the list: Default Category, which is the root, and Example Category, which becomes the first option in the top navigation. Any additional subcategories levels are nested below.
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Creating Categories
Step 2:
3. Do the following:
a. Enter a descriptive Page Title. b. Complete the Meta Keywords. c. Complete the Meta Description.
4. Set Is Active to Yes. 5. If you want to include the subcategory in the top navigation of your store, set
Include in Navigational Menu to Yes.
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Creating Categories
Step 2:
b. If applicable, select the static block you want to appear on the category page from the CMS Block list. c. If you want this category page to display the filter by attribute section of layered navigation, set Is Anchor to Yes. d. Clear the checkbox under Default Product Listing Sort By. Then select one of the available values to sort the list. By default, all available attributes are listed. The default values typically include: Best Value Name Price
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Creating Categories
Moving Categories
To move categories: 1. From the Admin panel, select Catalog > Manage Categories. 2. To move categories, simply drag-and-drop them in a new location. Category
order changes are saved automatically for you.
To delete a category: 1. From the Admin panel, select Catalog > Manage Categories. 2. Click the category you want to delete. 3. Click the Delete Category button to save your changes.
Note: Delete category cannot be reversed, so make sure that you have selected the correct category.
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Layered Navigation
Layered Navigation
Layered navigation makes it easy to find a product based on category, price range, or any other available attribute. Layered navigation usually appears in the left column of search results and category pages, and can also be used on the home page. The standard layered navigation includes a Shop By list of categories and price range.
Anchor Categories
In addition to the standard layered navigation, anchor categories display an additional section that lets you filter the list by attribute value. The attribute section of layered navigation appears when the category is set to Is Anchor. Each attribute can be configured to display the results, which is the number of matching records found.
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Layered Navigation
The attribute properties, combined with the product properties determine which attributes can be used as filters for layered navigation. Only those with the catalog input type of Dropdown, Multiple Select or Price can be used as filterable attributes. In addition, the number of anchor categories and filterable attributes you have available are determined by your Magento Go plan.
Setting up anchored layered navigation is a two-step process. First of all, you need to set the attribute properties to make it available for use as a filter. Then, make the category an anchor.
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Layered Navigation
Step 1:
Step 2:
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Layered Navigation
To configure layered navigation: 1. From the Admin panel, select System Configuration. 2. In the Configuration panel on the left, under Catalog, select Catalog. 3. Click to expand the Layered Navigation section. Then, do the following:
a. To display the results after each attribute, set Display Product Count to Yes. b. Set Price Navigation Step Calculation to one of the following: Automatic Manual
c. For a manual calculation, enter a number in the Default Price Navigation Step field to determine how the price ranges are grouped. For example, if you enter 100, the prices will appear in groups of 100.
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General Information
General Information
Setting Name
Description (Required) The category name appears in the navigation, and also in the URL key of the category page and associated product pages. The category description, if used, appears below the category image, and before the product list. The category image, if used, appears at the top of the category page, before the description and product list. Note: As an alternative, you can use a CMS static block in place of the description and image.
Description
Image
Page Title
The category page title appears in the browser tab and title bar. The title should be not more than twelve words in length, and include a combination of primary and secondary keywords. Keywords are used by some search engines, and not by others. You can use a keyword search tool to identify high value keywords that relate to your category. A general rule is to use no
Meta Keywords
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General Information
Setting
Description more than thirty keywords, or 180 characters. Avoid repeats, and words such as a, an, or and that.
Meta Description
Enter a description of the category, using approximately twenty-five words or 150 characters. (Required) If you want this category to be available, select Yes. Options include: Yes / No (Required) If you want this category to be included in the top navigation, select Yes. If you want this category to be active, but hidden, select No. A hidden category does not appear in the top navigation, but is still included in layered navigation. Options include: Yes / No
Is Active
URL Key
Enter text to represent the category in the URL. You should use all lowercase characters and no spaces. (You can use a hyphen to represent the space between words.) Note: The format of the category URL is determined by your system configuration.
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Display Settings
Display Settings
Description Determines the content elements displayed on the category page. Options include: Products Only Static Block Only Static Block and Products
CMS Block
If you want to display a CMS static block at the top of the category page, select the name of the block from the list. When set to Yes, includes the filter by attribute section in the layered navigation of the category page. Options include: Yes / No (Required) By default, the Best Value, Name, and Price attributes are provided as sorting option for product lists. You can define and add attributes as needed. To customize the sorting option, clear the Use All Available Attributes check box and select the attributes you want to use.
Is Anchor
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Display Settings
Description (Required) To define the default Sort By option, clear the Use Config Settings check box and select an attribute from the list. By default, Magento Go displays price range in increments of 10, 100, and 1000, depending on the price range of the products in the list. You can predefine the Price Step range by specifying your own number in this field by clearing the Use Config Settings check box.
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Custom Design
Custom Design
The Custom Design tab lets you to control the look and feel of a category and all assigned product pages, including the content blocks and template layout. Customizing category pages and assigned products will help you promote selected products and categories to increase sales. Customizing category pages and assigned products enables you to differentiate selected products and categories. For example, you can develop specific designs for brands or a special line of products in order to increase sales.
To customize a category page: 1. If the parent category of the selected category has already been customized and
you want to use same settings, set Use Parent Category Settings to Yes.
2. If you want the custom settings to apply all the products assigned to this
Category, set Apply to Products to Yes. Otherwise, the customization applies only to the category page.
3. To apply a different theme to the category, select the theme you want to use from
the Custom Theme list.
4. To apply the category design to a specific range of time, click the calendar to
select the Active From and Active To dates. Otherwise, the design will take effect when you save the changes to the category. Tip: You can further change the layout of the category page by selecting one of the default layouts.
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Custom Design
Description To inherit the design settings from the parent category set this option to Yes. Options include: Yes / No To apply the custom settings to all products in the category, set to Yes. Options include: Yes / No Select the custom theme you want to apply from the list of available themes. If applying a custom theme for a period of time, enter the beginning date, or select the date from the Calendar. If applying a custom theme for a period of time, enter the ending date, or select the date from the Calendar. To apply a different layout to the category page, select one of the following: No layout updates: This option is preselected by default and does not apply layout changes to the category page. Empty: This option lets you define your own page layout.(Requires an understanding of XML.) 1 column: Applies the 1-column layout to the category page. 2 columns with left bar: Applies the 2 column layout to the category page. 2 columns with right bar: Applies the 2-columns with right bar layout to the category page. 3 columns: Applies the 3 column layout to the category page.
Apply to Products
Custom Theme
Active From
Active To
Page Layout
You can further customize the theme with XML coding. See the Magento Go Design Guide to learn more about customizing themes.
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Custom Design
Category Products
The Category Products tab enables you to specify the products that belong to this category.
To assign products to a category: 1. Check the relevant check boxes of the products you want to add. You can use
filters to limit the products that are shown. Use the Reset Filter button to show all products again. You can also assign products to categories when editing products.
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Category Configuration
Category Configuration
You can use the default category settings to create your entire catalog. However, for even better results, you can make adjustments to the format of the category and products URLs to optimize your catalog for search engines.
Category Depth
The first level of categories is typically used for the top navigation of your store. Below that, you can have as many additional subcategories as needed. The category structure of your catalog can influence how well your site is indexed by search engines. The deeper a category, the less likely it is to be thoroughly indexed. As a general rule, anywhere between one and three levels is considered optimum. However, the maximum number of levels available in your top navigation is determined by your system configuration.
To set the maximum depth of the top navigation: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Catalog, select Catalog. 3. Click to expand the Category Top Navigation section.
4. In the Maximal Depth field, enter the number of subcategory levels you want to
include in the top navigation.
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Category Configuration
The same product URL without the category path looks like this: http://yourstore.gostorego.com/couch.html
In addition, you can configure your catalog to include or exclude the .html suffix from the category and product URLs. Heres an example of the same category URL, with, and without the suffix: http://yourstore.gostorego.com/furniture/living-room.html http://yourstore.gostorego.com/living-room
There are different schools of thought as to which is the best approach to take to optimize your catalog for search engines. There are those who believe that the suffix no longer serves any useful purpose, and that pages without the suffix are indexed more effectively by search engines. The most important thing to understand is that the setting is controlled by your system configuration, rather than by hard-coding the suffix into the URL of each category or product page. Whichever approach you decide to take, be consistent, and use the same setting for both the product and category URL.
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Category Configuration
To configure the URL suffix: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, select Catalog. Then, click to expand the
Search Engine Optimizations section. Then, do the following: a. If you choose to omit the suffix, clear the default .html setting from the Product URL Suffix field. b. If you choose to omit the suffix, clear the default .html setting from the Category URL Suffix field. Note: If you make this change to an existing catalog, you will need to refresh the Search Indexing (Catalog > Search Indexing) and browser cache (F5). For more information, see: URL Rewrites, on page 428.
3. If you choose to omit the category path from product URLs, set Use Categories
Path for Product URLs to No.
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Sitemap
Sitemap
A sitemap is like a table of contents that lists every category and product in your store. Each entry is linked to the corresponding landing page of the category or product. Sitemaps help search engines index your site, and also give visitors a quick overview of the organization of your store and catalog. To display the sitemap, click the link in the footer of your store. The sitemap can be set to display either the list of categories or products. To switch between modes, click the link on the right. The number of lines included per page, and the use of indentation is determined by your system configuration. In addition to the standard sitemap, you can also set up a Google sitemap and robots.txt file, to provide specific instructions to search engines as they visit your site. For more information, see: Google Sitemap, on page 431, and Using a Robots.txt File, on page 423.
Sitemap by Category
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Sitemap
To configure the sitemap: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Catalog, select Catalog. 3. Click to expand the Sitemap section. 4. Complete the settings according to your preference.
5. Scroll down the page and click to expand the Search Engine Optimizations
section. Then, set Autogenerated Site Map to Enable.
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CHAPTER 13:
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Standalone Products
Standalone Products
Standalone products can be sold individually, and also in association with one-tomany products.
Simple Products
A simple product is a physical item with a single SKU. Simple products have a variety of pricing and of input controls which make it possible to sell variations of the product. Simple products can be used in association with grouped, bundle, and configurable products.
Virtual Products
Although virtual products do not have a physical presence, they represent something that can be sold, such as a service, warranty, or subscription. Virtual products are not shipped, and therefore have no weight field. Virtual products can be used in association with grouped and bundle products.
There are three kinds of gift cards: virtual gift cards are sent by email, physical gift cards are shipped to the recipient, and combined gift cards are a combination of the two. Each has a unique code, which is redeemed during checkout. Gift cards can be used in association with grouped products.
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Grouped Products
A grouped product lets you offer multiple, standalone products as a group. You can offer variations of a single product, or group them by season, theme, or for a promotion. Each product can be purchased separately, or as part of the group.
Configurable Products
A configurable product appears to be a single product with lists of options for each variation. However, each option represents a separate, simple product with a distinct SKU, which makes it possible to track inventory for each variation.
Bundle Products
A bundle product let customers build their own from an assortment of options. The bundle could be a gift basket, computer, or anything else that can be customized. Each item in the bundle is a separate, standalone product.
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In this exercise, you will use the Default attribute set to create a simple product with the required fields.
To create a Simple product: 1. From the Admin panel, go to Catalog > Manage Products.
2. In the upper-right corner of the Manage Products page, click the Add Product
button.
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3. In the Create Product Settings section, accept the default settings for Attribute
Set and Product Type. Then, click the Continue button.
The Product Information panel groups related fields by topic. All required fields are marked with a red asterisk (*).
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5. On the Prices tab, enter the Price you intend to charge for the product. 6. On the Description tab, complete the required fields as follows:
a. Type a Short Description of the product. b. In the Description box, type the main description that will appear on the product view page.
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7. If you plan to use Magento Go to manage your inventory, complete the required
fields on the Inventory tab as follows: a. Under Manage Stock, clear the Use Config Settings checkbox. Then, set Manage Stock to Yes. b. In the Qty field, type the quantity of the item currently in stock. c. Set Stock Availability to In Stock.
8. On the Website tab, select the checkbox for the website where the product will be
available for sale.
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10. After completing the required fields, click the Save and Continue button. 11. Although not required, there are still more sections of Product Information to
complete. Heres a good place to start: Meta Information Images
You will find detailed instructions for each section of Product Information in the next chapter.
Points to Remember
A simple product can have custom variants and options with a variety of input controls, which makes it possible to sell many product variations from a single SKU. Custom variants and options are not tracked as separate inventory items. A simple product that is used in a one-to-many relationship with a grouped, configurable, or bundle product type cannot have custom variants and options.
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The process of creating a virtual product and a simple product is nearly the same. However, because virtual products arent shipped, there are no Weight or Use Gift Card fields to complete.
To create a Virtual product: 1. From the Admin panel, go to Catalog > Manage Products. Then in the upperright corner of the Manage Products page, click the Add Product button.
The Product Information panel groups related fields by topic. All required fields are marked with a red asterisk (*).
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4. On the Prices tab, enter the Price you intend to charge for the product or service. 5. On the Description tab, complete the required fields as follows:
a. Type a Short Description of the product. b. In the Description box, type the main description that will appear on the product view page.
6. If youre not going to use Magento Go to manage your inventory, you can skip
this section. Otherwise, complete the required fields on the Inventory tab as follows: a. Under Manage Stock, clear the Use Config Settings checkbox. Then, set Manage Stock to Yes. b. In the Qty field, type the quantity of the item currently in stock. c. Set Stock Availability to In Stock.
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7. On the Website tab, select the checkbox for the website where the product or
service will be available for sale.
8. On the Categories tab, assign the product to the appropriate category, as follows:
a. In the Product Category tree, click to expand the section where the item belongs. b. Select the checkbox to assign the product to the category.
9. After completing the required fields, click the Save and Continue button. 10. Although not required, there are still more sections of Product Information to
complete. Heres a good place to start: Meta Information Images
You will find detailed instructions for each section of Product Information in the next chapter.
Points to Remember
Virtual products can be used for anything that is not physical in nature, such as services, subscriptions, and warranties. Virtual products are much like simple products, but without the Weight and Allow Gift Message fields. Shipping Options appear during checkout only if there is also a physical product in the cart.
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Step 1:
2. In the Create Product Settings section, select the Attribute Set you want to use
the product.
3. Make sure the Use Complex Product Types checkbox is selected. Then, set
Product Type to Gift Card and click the Continue button.
4. You can complete most of the Product Information as you would for a simple
product.
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Step 2:
4. If Allow Open Amount is set to Yes, you can enter the minimum and
maximum amounts allowed: Open Amount Min Value Open Amount Max Value
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Step 3:
3. In the Is Redeemable field, specify whether the account that will be created for
this Gift Card product will be redeemable, i.e. able to be transferred to the Store Credit upon creation.
4. Set Lifetime (days) to the number of days left before the gift card expires. If you
do not want to set a limit for the lifetime of the card, leave this field blank.
5. In the Allow Gift Message field, specify whether the customer who purchases
the Gift Card can add a message for the recipient. The message is included for both virtual (emailed) and physical (shipped) gift cards.
6. In the Email Template field, select the template that you want to use for the
notification email that is sent when a gift card account is created.
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To establish the gift card code pool: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Sales, select Gift Cards. 3. Click to expand the Gift Card Account General Settings section. 4. Click the Generate button to create the new code pool.
When complete, the message, New code pool was generated appears.
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4. In the Websites field, select the website where this gift card account can be
redeemed.
5. In the Balance field, enter the balance of the gift card account. 6. Enter the Expiration Date for the gift card. If left blank, the gift card account will
not expire.
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7. In the Gift Card Account panel on the left, click Send Gift Card. Then, do the
following: a. In the Recipient Email field, enter the email address to which an email notification of this gift card account will be sent. This field is optional, and no email will be sent if it is left blank. b. In the Recipient Name field, enter the name of the email recipient. c. In the Send Email from the Following Store View field, select the language store view from which an email containing the gift card account number will be sent to the email recipient whose email and name are specified in the previous two fields.
Customers > Gift Card Accounts: Add New Send Gift Card
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Configuration Settings
Use the System Configuration Gift Card settings to establish the default settings for all gift cards sold through your store.
1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Sales, select Gift Cards. 3. Click to expand the Gift Card Email Settings. Then do the following:
a. Set Gift Card Notification Email Sender to the identity that you want to appear as the sender of email notifications from your store. b. Set Gift Card Notification Email Template to the template you want to use for the notification sent.
4. To set up the sender of email messages sent from the store, and the gift card
template used, click to expand the Email Sent from Gift Card Account Management section. Then, do the following: a. Set Gift Card Email Sender to the identity that you want to appear as the sender of gift cards from your store. b. Set Gift Card Template to the template you want to use for the gift card.
Configuration: Sales Gift Card, Email Sent from Gift Card Account Management
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5. Click to expand the Gift Card General Settings section. Then, set the following
fields to the default settings that you want to use for gift card purchases: Redeemable (Yes / No) Lifetime (days) Allow Gift Message (Yes / No) Gift Message Maximum Length Generate Gift Card Account when Order Item is (Ordered / Invoiced)
Points to Remember
A code pool of unique numbers must be generated before a gift card can be offered for sale. Gift cards come in three types: Virtual, Physical, and Combined. Gift cards can be set to Redeemable or Non-Redeemable. The lifetime of a gift card can be set in days. The value of a gift card can be set to a fixed amount or to an open amount with a minimum and maximum value. A gift card account for the customer is created either at the time of order or at the time of invoice.
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To create a grouped product: 1. From the Admin panel, select Catalog > Manage Products. Then, click the Add
Product button.
2. In the Create Product Settings section, select the Attribute Set you want to use
the product.
3. Make sure the Use Complex Product Types checkbox is selected. Then, set
Product Type to Grouped Product and click the Continue button.
4. You can complete the main configuration settings as you would for a simple
product, with the following exceptions: a. On the Prices tab, a grouped product record has no Price field or associated price options because the price of each item in the group originates from the associated product record. b. On the Inventory tab, you can set quantity increments and stock availability for the group, as a whole, but the inventory of individual items is managed by the associated product records.
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3. Select the checkbox of each product you want to include in the group.
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1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Sales, select Checkout. 3. In the Shopping Cart section, set Grouped Product Image to one of the
following: Product Thumbnail Itself Parent Product Thumbnail
Points to Remember
A grouped product is essentially a collection of simple associated products. Simple and virtual products associated with a grouped product cannot have custom variants or options. Each item purchased appears individually in the shopping cart, rather than as part of the group.
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A configurable product gives you the ability to track inventory for each variation, because each variation is actually a separate simple product with a distinct SKU. You could achieve the same effect using a simple product with custom variants and options, but you would not be able to track inventory for the variations. Although a configurable product uses more SKUs, and may initially take a little longer to set up, it can save you time in the long run, it does give you more capability in the long run.
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The final part of the process is to add an associated product to the configurable product record for each variation. It is not necessary to create the product records in advance, because they can be generated automatically from the configurable product record. Each associated product is actually a simple product, and is based on the same attribute set that is used to create the configurable product.
Step 1:
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4. In the Attribute Information panel on the left, select Manage Label / Options. 5. In the Manage Titles section under Admin, enter a label for the drop-down list.
By default, the same label is used in the Admin panel and store. If you want to use a different label in the store, or if your store is available in multiple languages, enter the appropriate label for each.
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6. In the Manage Options section, click the Add Option button. Then, do the
following: a. In the text field under Admin, type the first value you want to appear in the list. By default, the same value is used in the Admin panel and store. b. If your store is available in multiple languages, enter the translation of the value in the appropriate text box. Repeat this step to add as many options as needed.
7. To assign a default value for the drop-down list, select Is Default to identify the
option you want to use as the default.
8. To change the order in which the options appear in the drop-down list, enter a
number in the Position column to set the position of each option in relation to the others.
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Step 2:
2. Assign a Name to the attribute set. 3. In the Based On list, select an existing attribute set, such as Default, to use as a
template. Then, click the Save Attribute Set button.
Catalog > Attributes > Manage Attribute Sets: Add New Set
4. Starting from the list of Unassigned Attributes, drag and drop each attribute
you want to use as a drop-down list to the center column. You can arrange them in any order.
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5.
If you want to group the attributes in their own section of the Product Information panel, do the following: a. Click the Add New button. Note: If prompted by your browser, select Temporarily Allow Scripted Windows to continue. Then, click the Add New button again. b. When prompted, enter a name for the new group. Then, click the OK button. The new group appears at the bottom of the Groups column.
c. Drag and drop each attribute you want to include, over to the new group.
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Step 3:
2. In the Create Product Settings section, select the Attribute Set you created for
the product.
3. Make sure the Use Complex Product Types checkbox is selected. Then, set
Product Type to Configurable Product and click the Continue button.
4. Complete the Product Information as you would for a simple product, with the
exception of the following fields: On the Prices tab, the Price is required, but is used as a default price. The price of individual associated products can be adjusted accordingly. On the Inventory tab, Manage Stock is set by default to No, because inventory is managed by each associated product.
Step 4:
1. In the Product Information panel on the left, select the last option, Associated
Products.
2. Then, use one of the following methods to add the associated products.
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1. In the Quick Simple Product Creation section, make sure that the Autogenerate
checkbox is selected for Name and SKU. This optional setting adds the name and SKU from each associated product to those of the configurable product.
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1. In the Create Simple Associated Product section, click the Create Empty button.
A pop-up window with a blank Product Information form appears.
2. Complete the required fields as you would for any simple product. 3. Click the Save button to add the associated product to the configurable product
record.
1. In the Create Simple Associated Product section, click the Copy From
Configurable button. A pop-up window with the basic Product Information from the configurable product appears.
3. Complete the fields with values for each drop-down list. 4. Click the Save button to add the associated product to the configurable product
record.
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1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Sales, select Checkout. 3. In the Shopping Cart section, set Configurable Product Image to one of the
following: Product Thumbnail Itself Parent Product Thumbnail
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To enable quantity increments: 1. On the Inventory tab, clear the Use Config Settings checkbox and set Manage
Stock to Yes. The Enable Qty Increments field appears.
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To set the product as Out of Stock: 1. On the Inventory tab, clear the Use Config Settings checkbox and set Manage
Stock to Yes. The Stock Availability field appears.
2. To temporarily remove the product from sale, set Stock Availability to Out of
Stock.
3. When you are ready to offer the product for sale, set Stock Availability to In
Stock.
Points to Remember
A configurable product is essentially a collection of simple products that is presented as a list of drop-down options. The drop-down list values are based on attributes that must be set up in advance with required settings. The attribute Scope must be set to Global, and Use to Create Configurable Product must be True. The drop-down attributes must be included in an attribute set, which is then used as a template for the configurable product. The simple products associated with a configurable product cannot include custom variants or options, and must be based on the same attribute set that is used to create the configurable product. The associated products can be generated automatically from inside with configurable product record. The image of the product that appears during checkout can be set to display either the Parent Image or the Product Thumbnail Itself.
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Step 1:
2. In the Create Product Settings section, select the Attribute Set for the product.
3. Make sure the Use Complex Product Types checkbox is selected. Set Product
Type to Bundle Product, and click the Continue button.
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Step 2:
b. On the Prices tab, set the Price to one of the following: Dynamic Fixed If using a Fixed value, enter the actual value in the field to the right. c. On the Prices tab, set the Price View to one of the following: As Low as Price Range
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Step 3:
2. Then in the Shipment section, set Ship Bundle Items to one of the following:
Together Separately
3. In the Bundle Items section, click the Add New Option button.
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4. In the Default Title box, enter a label for the bundle item, as you want it to
appear on the Customize Product page. Then, do the following: a. Set the Input Type to one of the following: Drop-down Radio Buttons Checkbox Multiple Select
b. Set Is Required as needed. c. In the Position field, enter the order that you want this item listed in relation to other items included in the bundle.
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7. When the items appear in the Bundle Items list, do the following:
a. If you want to prevent the customer from changing the quantity of the item, set User Defined Qty to No. Otherwise, accept the default setting of Yes, which displays an input box so the customer can enter the quantity. b. To change the order of the items, enter a number in the Position column of each item to determine its position in relation to other items. c. Select the Default option of the item you want to be pre-selected in the form.
Bundle Items
8. Repeat steps 3-7 for each bundle item you want to include. 9. When complete, click the Save button to save the bundle product.
Setting SKU Fixed or Dynamic Description Determines if each item is assigned a variable, dynamic SKU, or if a fixed SKU is used for the bundle. Specifies the weight is calculated based on the items selected, or is a fixed weight for the entire bundle. Specifies whether the product price is shown as a range, from the least expensive component to the most expensive (Price Range), or the least expensive shown (As Low As). Specifies if individual items can be shipped separately.
Price View
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Points to Remember
A bundle is a Build Your Own product Bundle items can be simple or virtual products, but without custom variants and options The Price View can be set to a price range or As Low as The SKU and Weight of a bundle product can be set to either Fixed or Dynamic The Quantity can be set to a pre-set or user-defined value Items can be shipped together or separately
Troubleshooting Tips
If your product does not appear in your store, check the following settings:
Product Information General Status must be enabled. Visibility must be set to include the catalog. Inventory If managing stock, quantity on hand must be greater than zero. Stock Availability must be set to In Stock. Website Categories The product must be assigned to a website. The product must be assigned to a category.
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CHAPTER 14:
Product Information
The Product Information panel provides access to the settings which make up a product record. The sections covered in this chapter include: General Prices Meta Information Images Description Design Inventory Websites Categories Product Relationships (Related Products, Up-sells, Cross-sells) Custom Variants and Options Product View Optimization
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General
General
Field Descriptions
Field Name Description (Required) The name of the product you want to appear in catalog. The name is also used to auto-generate the URL Key. (Required) The Stock Keeping Unit is a unique identifier for each individual product or service provided. (Required) The weight of the product is a decimal value used for shipping calculations, and refers to the standard measurement system used by shipping carriers in your locale. In the United States, weight is measured in pounds and ounces, whereas countries on the metric system measure weight in grams and kilograms.
SKU
Weight
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General
Field Status
Description (Required) The Status indicates when the product is ready to be offered for sale in your store. Options include: Enabled / Disabled. (Required) Select the appropriate Tax Class for the product. Options include: None: The item is not subject to tax. Default: The item is subject to the tax rules associated with the default tax class. Taxable Goods: The item is subject to the tax rules associated with the Taxable Goods tax class. The manner in which product taxes are calculated is determined by the configuration of your store. For more information, see:
Tax Class
URL Key
The URL Key determines the online address of the product. It is added to the base URL of the store, and appears in the address bar of a browser. The URL Key should be all lowercase characters, with hyphens instead of spaces. Magento initially creates a default, search engine friendly URL, based on the product name. Do not type the suffix .html in the URL Key, because use of the suffix is controlled by your store configuration. For more information, go to: System > Configuration > Catalog > Search Engine Optimizations.
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General
Field Visibility
Description (Required) Determines the level of visibility the product has throughout the store. Options include: Not Visible Individually: The product may be associated with a one-to-many product, but is not listed in the catalog. Catalog: The product appears in the catalog listing, but is not included in Search results. Search: The product appears in search results, but is not listed in the catalog. Catalog, Search: The product is listed in the catalog and search results.
Displays a Gift Message input box. Options include: Yes: Presents the option to include a gift message for the product in the Shipping Method section of the checkout process. No: Does not offer the gift message option. Use Config: Applies the gift message configuration setting for order items.
Manufacturer
Select the manufacturer of the product. To add new options to the list, see Manage Label / Options. (Required) Select the color of the product. To add new options to the list, see Manage Label / Options. Sets the beginning date for the range of time the product is featured in the New Product block on the Home page. The date can be typed directly into the box, or selected from the calendar. Sets the ending date for the range of time the product is featured in the New Product block on the Home page. Determines if the product is included in your stores standard RSS feed. Options include: Yes / No
Color
In feed
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Prices
Prices
Tier Pricing
Tier pricing is used to offer a quantity discount. The discount can be applied to a specific store view or customer group. The tier price is listed on both the Category List and Product Detail pages: On the Category List page, the product listing includes the words, As Low As: $110.49 On the Product Detail page, the calculated quantity discount appears in a box, with a message that says: Buy 2 for $__._ each and save _% Buy 4 for $__._. each and save _%
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Prices
To set a Tier Price: 1. In the Product Information panel on the left, select Prices. 2. In the Tier Price section, click the Add Tier button. T hen, do the following:
a. Select the Website to which the tier pricing applies. b. Select the Customer Group for whom the tier pricing is available. c. In the Qty field, enter the quantity of the item that must be ordered to receive the discount. d. In the Price field, enter the adjusted price of the item.
Tier Pricing
Special Pricing
To offer a Special Price, enter a discounted price and complete the date range fields to establish when the promotion gores into effect. On both the Category List and Product Detail pages, the regular price is crossed out, and the Special Price appears in a bold red font.
Special Pricing
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Prices
To set a Special Price: 1. I n the Product Information panel on the left, select Prices. 2. Enter the amount of the Special Price. 3. Then, complete the Special Price From Date and Special Price To Date to
define the period of time that the special price is in effect. You can pick the dates from the Calendar to the right of each field.
Tier Price
Special Price
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Meta Information
Meta Information
Meta data is your first level of contact with potential customers who are searching for a product. Your title and description are selling tools that will either help to motivate a visitor to click your link or not. It is wise to use a descriptive title and a description that includes relevant words that a potential customer might search. The information is read by search engines that index your site. Although Google no longer places a value on meta keywords, other search engines continue to use the information. Its a good practice to incorporate high-value keywords in your product titles and related content.
Field Descriptions
Field Meta Title Description The title appears in the title bar and tab of your browser, and is also used as the title on a search engine results page (SERP). Enter relevant keywords for the product. Consider using keywords that customers may use to find the product. Write a few sentences to describe the product. Though not visible to the customer, some search engines include the meta description on the search results page.
Meta Keywords
Meta Description
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Images
Images
Magento Go automatically resizes your main product image for each size needed, so you only need to upload your base image once. Alternatively, for better image management, you might prefer to resize each product image in an image editor and upload one for each image type.
To upload product images: 1. In the Product Information panel on the left, click Images. 2. Click the Browse Files button, and select the product images you want to upload
to your store.
3. When you have selected all your images, click the Upload Files button to upload
the selected images to your store.
4. Complete the information for each image. 5. Click the Save and Continue Edit button any time while you work to save your
information.
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Images
Field Descriptions
Field Image Label Description Displays a thumbnail of the uploaded image. Provides descriptive text in addition to the image, to improve accessibility and indexing by search engines. Determines the order in which images are displayed in the gallery. The thumbnail image is used in the shopping cart and to display related items. The small image is used in the standard product view page and category listing. The largest product image is used for magnification. Select an image if you do not want it to appear in the image gallery of thumbnails below the main image on the Product Detail page. Select the checkbox of any image you want to remove from the collection. All selected images will be removed after your changes are saved.
Sort Order
Thumbnail
Small Image
Remove
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Images
To upload product image placeholders: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Catalog, select Catalog. 3. Click to expand the Product Image Placeholders section. Then, do the following:
a. For each image type, click the Browse button to upload the placeholder image you want to use for the Base Image, Small Image, and Thumbnail images. If you like, you can use the same image for each type. b. When complete, click the Save Config button.
Field Descriptions
Setting Base Image Description The Base Image the highest resolution, and is used to product the zoom in magnification effect on the product detail page. The small image is used in the standard product view page and category listing. The thumbnail image is used in the shopping cart and to display related items.
Small Image
Thumbnail
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Images
To upload a product image watermark: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under General, select Design. 3. Click to expand the Product Image Watermarks section. Then, complete the
following steps for each image size (Base, Small, and Thumbnail): a. Enter the Watermark Default Size, in pixels. For example, 200 x 300. b. Enter the Watermark Opacity, as a percentage. For example, .40. c. Click the Browse button and select the Watermark image file to upload. d. Set the Watermark Position to one of the following: Stretch Tile Top/Left Top/Right Bottom/Left Bottom/Right
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Images
Field Descriptions
Field Base Image Watermark Default Size Base Image Watermark Opacity, Percent Base Image Watermark Description The default size of the watermark for the Base Image. (For example, 200 x 300) The percentage of opacity of the watermark for the Base Image. The file with the watermark image to be uploaded for the Base Image. (The image file can be .jpg (jpeg), .gif, and .png.) The position of the watermark for the Base Image. Options include: Small Image Thumbnail Image Stretch Tile Top/Left Top/Right Bottom/Left Bottom/Right
(Repeat all of the above for the Small Image.) (Repeat all of the above for the Small Image.)
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Images
Design > Themes Editor > Customize (Theme) > Catalog Images
To resize catalog images: 1. From the Admin panel, select Design > Themes Editor.
The thumbnail for your current theme appears on the left, and selection of other available themes appears on the right.
2. Under the thumbnail for your current theme, click Customize. 3. In the Theme Customization panel on the left, select Catalog Images.
The Catalog Images section lists all available catalog images that you can resize. To resize an image, do the following:
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Images
4. In the Location column, find the image you want to resize. Then, set Image Type
to one of the following: Thumbnail Small Image Base Image
You can select one of the three image types to set to a custom size, and the other two are resized automatically.
7. To preview your change, first click the Save button. Then click the Preview
button in the upper right to preview the resized image.
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Description
Description
Field Descriptions
Field Description Description (Required) This is the main product description that appears on the product view page. The text should be plain ASCII text, although HTML tags can be added to format the description. Do not paste text directly from a word processor, because it may include print control codes which do not render online. To strip out any stray control codes, save the file as a .txt file, before using the text in the product description. Short Description (Required) Depending on the theme, the Short Description may appear on catalog pages, and is often used in RSS feeds. The WYSIWYG Editor button appears below each field, if it is enabled for your store. For more information, see System > Configuration > General > Content Management > WYSIWYG Option.
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Description
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Description
To change the Dynamic Media URL setting: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Catalog, select Catalog. 3. In the Frontend section, set Allow Dynamic Media URLs in Products and
Categories to either Yes or No.
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Design
Design
The Design page lets you apply a custom theme for a period of time, and make updates to the underlying code. For more information, see the Magento Go Design Guide.
To customize the product page: 1. To apply a different theme to the Product Detail page, select the theme you want
to use from the Custom Theme list.
2. To apply the product design to a specific range of time, click the calendar to select
the Active From and Active To dates. Otherwise, the design will take effect when you save the changes to the product.
3. You can further change the layout of the product page by applying a different
Page Layout.
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Design
Field Descriptions
Field Custom Theme Description To apply a custom theme, select the one you want from the list of available themes. If applying a custom theme for a period of time, enter the beginning date, or select the date from the Calendar. If applying a custom theme for a period of time, enter the ending date, or select the date from the Calendar. You can further customize the theme with XML coding. See the Magento Go Design Guide to learn more about customizing themes. Options include: Product Info Column Block after Info Column Page Layout To apply a different layout to the Product Detail page, select one of the following: No layout updates: This option is preselected by default and does not apply layout changes to the category page. Empty: This option is used to define your own layout, such as a 4-column layout. An understanding of XML is required. 1 column: Applies the 1-column layout to the category page. 2 columns with left bar: Applies the 2 column layout to the category page. 2 columns with right bar: Applies the 2-columns with right bar layout to the category page. 3 columns: Applies the 3 column layout to the category page.
Active From
Active To
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Inventory
Inventory
By default, the Inventory tab displays a short form that is set to not manage stock. To display the full range of inventory management options, follow the instructions below.
To set up the product inventory: 1. In the Product Information panel, select Inventory. Then, do the following:
a. Clear the checkbox below the Manage Stock field. Then, set Manage Stock to Yes. b. In the Qty field, type the number of units you currently have in stock. c. Set Stock Availability to In Stock.
Field Descriptions
Field Manage Stock Description Determines whether or not inventory is managed for this product. Options include: Yes / No Determines the minimum amount of this item that is available for purchase. Determines the maximum number of this item that can be purchased in a single order.
Minimum Qty Allowed in Shopping Cart Maximum Qty Allowed in Shopping Cart
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Inventory
To set up Quantity Increments: 1. In the Product Information panel, select Inventory. Then, do the following:
a. Set Manage Stock to Yes. b. In the Qty field, enter the number of this item in your inventory. c. In the Qty For Items Status to become Out of Stock field, enter a number that is 1 less than the quantity you are selling. For example, if you are selling a case of six bottles of wine, enter 5. d. In the Minimum Qty Allowed in Shopping Cart field, enter the number of items sold as a unit. Following the example of a case of six bottles of wine, enter 6.
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Inventory
e. In the Maximum Qty Allowed in Shopping Cart, enter the maximum number of items you want customers to be able to order. For example, to limit each order to twelve bottles of wine, enter 12. f. In the Notify for Quantity Below field, type a quantity to be used as a threshold to receive notification when the inventory falls below the level. g. To set Enable Qty Increments, clear the Use Config Settings checkbox. Select Yes, and do the following: In the Qty Increments field, type the number of items to be sold as a set. For example, if selling a case of wine, type 6 to sell of wine only in increments of 6. h. Set Stock Availability to In Stock.
To change the quantity allowed in cart: 1. In the Product Information panel, select Inventory. 2. Change the Minimum and Maximum Quantity Allowed in Shopping Cart fields
to appropriate values for your product, store, and strategy. Tip: This option is helpful for products in high-demand. If you want to capture a larger number of new customers rather than selling high volumes to high-quantity buyers, you can set a maximum quantity to prevent a high-quantity buyer from taking out your entire inventory.
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Inventory
To notify when stock drops below a certain threshold: 1. In the Product Information panel, select Inventory. 2. Clear the Use Config Settings checkbox, and set Notify for Quantity Below to
indicate the level at which you want to be notified. By default, the value is set to 1. Tip: If you need time to restock your inventory, you can change the value of this field to replenish.
Low-Stock Reports
Magento Go allows you to view out-of-stock and low-stock reports from the Admin panel or to export it in CSV file format or as Microsoft Excel format.
To generate the Low Stock Report: 1. From the Admin panel, select Reports > Products > Low Stock. 2. Set Export to one of the following file formats: CSV or Excel. 3. Click the Export button and saved the file on your computer. Field Descriptions
Setting Manage Stock Description Determines if you use full inventory control to manage the items in your catalog. Options include: No: Does not keep track of the number of items currently in stock. (This is the default setting.) Yes: Activates full inventory control to keep track of the number of items currently in stock. (To change the setting, clear the Use Config Settings checkbox and select Yes.) Qty Qty For Items Status to become Out of Stock Minimum Qty Allowed in Shopping Cart (Required) The quantity of the item in stock. Specifies that below a level of your choosing, the product will become Out of Stock. Determines the minimum amount of this item that is available for purchase. By default, the minimum quantity is set to 1.
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Inventory
Description Determines the maximum number of this item that can be purchased in a single order. By default, the maximum quantity is set to 1000. Determines if customers can use a decimal value rather than a whole number when entering the quantity ordered. Options include: Yes: Permits values to be entered as decimals, rather than whole numbers, which is suitable for products sold by weight, volume or length. No: Quantity values must be entered as whole numbers.
Backorders
Options include: No Backorders: Does not accept backorders when product is out of stock. Allow Qty Below 0: Accepts backorders when the quantity falls below zero. Allow Qty Below 0 and Notify Customer: Accepts backorders when the quantity falls below zero, but notifies customers that orders can still be placed.
Sends a notification to you when the quantity in stock falls below this number. Allows the product to be sold in quantity increments. Sets the number used as the basis of quantity increments. Determines the current availability of the product. Options include: In Stock: Makes the product available for purchase. Out of Stock: Unless Backorders are activated, prevents the product from being available for purchase and removes the listing from the catalog.
Qty Increments
Stock Availability
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Websites
Websites
If your Magento Go site has multiple stores or views, you can set the scope of a configuration setting, product, category, or attribute, to apply to a specific store or view. The scope provides context for the configuration setting. The Website tab identifies the website, store, and view where the product is available.
To identify the website(s) where the product is available: 1. In the Product Information panel on the left, select Websites. 2. Select the checkbox for each store view where the product is offered for sale.
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Categories
Categories
Every product in your catalog must be assigned to at least one category. Therefore, before you can build your product records, you must first establish the basic category structure of your catalog. In addition, a product record cannot be saved until it is assigned to at least one category.
To set up the product categories: 1. In the Product Information panel, select Categories. 2. Click the check box of each category where you want the product to appear. Click
the [+] icon to expand a category to reveal its subcategories.
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Product Relationships
Product Relationships
All the topics in this section establish relationships between products, and the process of setting them up is essentially the same.
Related Products
Related products are meant to be purchased in addition to the item the customer is viewing. Simply click the checkbox of a product to place it in the shopping cart. The placement of the Related Products block varies according to theme and page layout. In the example below, it appears at the bottom of the Product View page. With a 2 column layout, the Related Product block often appears in the right column.
To set up related products: 1. In the Product Information panel on the left, click Related Products. 2. Click the Reset Filter button in the upper-right to list all the available products,
or use the search filters at the top of each column to find specific products.
3. In the list, select the checkbox in the first column of any product you want to
feature as a related product.
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Product Relationships
Up-sells
Up-sell products are items that your customer might prefer instead of the product currently viewed. An item offered as an up-sell might be of a higher quality, more popular, or have better profit margin.
To choose up-sell products: 1. In the Product Information panel on the left, click Up-sells. 2. Click the Reset Filter button in the upper-right to list all the available products,
or use the search filters at the top of each column to find specific products.
3. In the list, select the checkbox in the first column of any product you want to
feature as an up-sell.
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Product Relationships
Cross-sells
Cross-sell products are similar to impulse purchases positioned next to the cash register in the checkout line of a grocery store. Products offered as a cross-sell appear on the shopping cart page, just before the customer begins the checkout process.
To choose cross-sell products: 1. In the Product Information panel on the left, click Cross-sells. 2. Click the Reset Filter button in the upper-right to list all the available products,
or use the search filters at the top of each column to find specific products.
3. In the list, select the checkbox in the first column of any product you want to
feature as a cross-sell.
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To set up custom variants and options: 1. From the Admin panel, select Catalog > Manage Products. 2. Click the Add Product button to create a new product, or click the Edit link to
the right of the relevant product to open the edit page.
3. Select Custom Variants and Options on the bottom of left panel to display the
following:
4. Click Add New Options on the top right of this page and complete the following
fields: Title: Input Type: Specify a name for this new property, such as the name Size. Select the type of input that can be given in this field, such as text or dropdown menu, as shown above. Is Required: If Yes, indicates that this is a mandatory field, meaning that a customer must select an option in this field in order to purchase this specific product. If there is more than one option, then specify the order in which this option appears in the Sort Order field. 1 indicates that it appears first.
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5. Click the Add New Row button to display the following row in which you can
define the new variation of this product. For example, the product in a certain size and its corresponding price.
6. In the Title field, enter a name of this product variation. 7. In the Price field, enter any difference between the price of the variation and the
price of the product. The variation price is either a mark-up or mark-down of the base price of the product.
9. In the SKU field, specify the SKU for this variation of the product. The SKU is
actually a suffix that is added to the SKU of the main product record.
10. In the Sort Order field, enter a number to indicate the order in which the option
appears in relation to other options. The number 1 indicates that it appears first.
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Notes:
_______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________
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CHAPTER 15:
Managing Attributes
Attributes are the building blocks of your product catalog. Each attribute contains a value that represents a particular characteristic of an inventory item. An attribute set determines which fields are included in the product record, and is used as a template when you create a new product.
Magento Go comes with a default attribute set with a standard selection of product attributes such as Name, Price, Description, and so on. If you want, you can build your entire catalog using only the default attributes and attribute set. You can help your customers find exactly what they want by creating additional attributes that describe specific characteristics of each product. For example, here are a few ways you can use the frontend properties of an attribute to improve your customers shopping experience in your store: As input controls for product selection To provide additional information on product view pages As search parameters As the basis of product comparison reports As layered navigation items in the Shop By section As the basis of catalog and shopping cart price rules
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Text Area: A multiple-line input field for entering paragraphs of text such as a product description. You can use the WYSIWYG Editor to format the text with HTML tags, or type the tags directly into the text. For more information, see: Using the WYSIWYG Editor, on page 257.
Date: An input field for date values. The date can be typed directly into the field, or selected from a list or calendar date picker. The method of input used and format of the date is determined by the system configuration.
Yes/No: Displays a drop-down list with pre-defined options of Yes and No.
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Dropdown: Displays a drop-down list of values. Only one item can be selected at a time. The Dropdown input type is a key component of configurable products. For more information, see:
Multiple Select: Displays a drop-down list of values. To select more than one option, hold the Ctrl key down and click each item.
Price: This input type is used to create price fields that are in addition to the predefined attributes, Price, Special Price, Tier Price and Cost. The currency used is determined by your system configuration.
Fixed Product Tax: Lets you define FPT rates based on the requirements of your locale. For more information, see: Tax Settings, on page 369.
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Property Apply To
Description Identifies the product types which can use the attribute. Visibility must be set to include the catalog. Identifies the attribute one that will be used to create a drop-down list of options for a configurable product.
Description Displays a common entry as a starting value. Prevents duplicate values from being entered. Requires a value to be entered before the record can be saved. Performs a validation check of the data, based on data type, or format.
Input Validation
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Description Lets customers use the Search box to find items based on the value of the attribute. Includes the attribute on the Advanced Search form.
Use in Advanced Search Use in Layered Navigation Use in Search Results Layered Navigation Position
Includes the attribute in the layered navigation that is displayed for category lists. Includes the attribute in the layered navigation that is displayed for search results lists. Determines the position of the attribute when listed with others in the layered navigation list. (Depending on theme) Includes the attribute in the product listing. (Depending on theme) Includes this attribute as an option in the Sort By list, which can be used to sort a product list.
Description Includes the attribute in the Compare Products report. Allows the attribute to be used as the basis of a condition that triggers a promotional Price Rule or Shopping Cart rule.
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Presentation Properties
The following properties control the appearance and formatting of the attribute value on the product view page:
Description Includes the attribute on the Additional Information tab of the product view page.
Permits text fields and areas to be manually tagged with HTML. Makes the WYSIWYG Editor available for tagging a text field or text area with HTML.
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The Manage Options section appears only for Dropdown and Multiple Select input types. A single attribute such as Color, can have many values assigned, although only a few might be used for any given product. You can assign the most common value as the default, to speed up data entry. An attribute with the Dropdown input type can have only one value selected as the default, whereas Multiple Select lists can have multiple default values.
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Creating an Attribute
Creating an Attribute
Step 1 Define the Attribute Properties
1. Go to Catalog > Attributes > Manage Attributes, and click the Add Attribute
button.
Attribute Properties
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Creating an Attribute
d. If you want to require that a value be entered in this field, set Values Required to Yes. e. To test the validity of the entry, set Input Validation for Store Owner to the type of value that the attribute should contain.
Frontend Properties
Step 2
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Creating an Attribute
2.
(For Dropdown and Multiple Select Input Types) In the Manage Options section, click the Add Option button. Then, do the following: a. In the new row, under Admin, type the value as you want it to appear from the Admin panel. b. Enter the value as you want it to appear to the customer in your store. (You can leave this blank to use the Admin value as the default.) c. If applicable, enter a translated value for each language supported. d. Enter a number to determine the Position of this value in relation to other options in the list. e. Select Is Default to have this entry automatically selected. Repeat this step for each value you want to add to the list.
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Description (Required) A unique identifier for internal use. The code can include a combination of lowercase letters (a-z) and numbers (0-9), but must begin with a letter. The Attribute Code cannot include any special characters or spaces, although an underscore (_) can be used to indicate a space. Indicates the range over which the attribute applies. The scope setting is used to limit use of the attribute to a specific website or view. Options include: Store View Website Global
Scope
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Description Determines the data type and input control that is used to manage the product from the Admin panel. Options include: Text Field: A single line input field for text. Text Area: A multiple-line input field that can display paragraphs of text formatted with HTML. Date: An input field for date values. The date can be typed directly into the field, or selected from a list or calendar. Yes/No: Displays a drop-down list with pre-defined options of Yes and No. Dropdown: Displays a drop-down list of configurable options, from which only one can be selected. Multiple Select: Displays a drop-down list of configurable options. To select more than one option, hold the Ctrl key down and click each item. Price: This input type is used to create price fields in addition to the predefined attributes, Price, Special Price, Tier Price and Cost. Fixed Product Tax: The Fixed Product Tax input type lets you define FPT rates based on the requirements of your locale.
Default Value
Assigns a starting value to the attribute, to assist with data entry. Note: This option is not available for Multiple Select, Dropdown, or Fixed Product Tax input types. To assign a default value to Multiple Select or Dropdown input types, see Manage Label / Options.
Unique Value
To prevent duplicate values in this field, set Unique Value to Yes. Options include: Yes / No To require that a value to be entered in this field before the record can be saved, set Values Required to Yes. Options include: Yes / No
Values Required
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Description Performs a validation check of the data entered in the field, based on the following options: None Decimal Number Integer Number Email URL Letters Letters (a-z, A-Z) or Numbers (0-9)
Apply To
(Required) Identifies the product types to which this attribute applies. Options include: All Product Types Selected Product Types Hold the Ctrl key down and click each applicable product type: Simple Product Grouped Product Configurable Product Virtual Product Bundle Product Gift Card
(Dropdown input type only) Select Yes if this attribute will be used to create a drop-down list for a configurable product. Options include: Yes / No
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Frontend Properties
Description Select Yes if you want people to be able to search on the value of this field. Options include: Yes / No Assign a value from 1 5 to weight the search. This is similar to Quick Search with the option of adding each attribute with its own field, rather than having one search field. Options include: Yes / No Tip: Do not include every attribute in Advanced Search, because it may overflow the search page.
Select Yes to include this attribute as a row in the Product Comparison report. Options include: Yes / No (Dropdown, Multiple Select and Price input type only) Includes the attribute in the layered navigation Shop By section, which usually appears in the left column of a category page. The section lists products by any attribute that has been set to Filterable. You can click any value to display only the products which
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Property
Description match the filter. Options include: No: The attribute is not included in the layered navigation. Filterable (with results): Lists only the products which match the filterable value. Filterable (no results): Lists all values in the attribute, even if they do not apply to any product listed. If there are no filterable attributes for a category page, the layered navigation section will not appear.
Use In Search Results Layered Navigation Use for Promo Rule Conditions Position
Select Yes to include this attribute in Layered Navigation. Options include: Yes / No Select Yes if you want this attribute to be available when creating Category and Shopping Cart Price Rules. Options include: Yes / NO This option determines the position of the attribute in the Layered Navigation menu with respect to the other filterable attributes Provides the option of using a simple, What You See Is What You Get text editor for entering and formatting text. The editor inserts the HTML tags needed to format. or create numbered or bulleted list. When set to Yes, the Allow HTML Tags on Frontend option is not used. (Available for Text Area input type.)
Enable WYSIWYG
Select Yes if you want to be able to format the content of this field with HTML tags. (Available for Text Field and Text Area input types.)
Select Yes to include this attribute on the Additional Information tab of the product view page. This attribute can be used with simple and virtual products. Options include: Yes / No (Depends on Design Theme) Select Yes to include this attribute in the search results list. All available and assigned Layered Navigation attributes will abide by its results. (Depends on Design Theme) Select Yes to be able to sort the catalog list by the value of this attribute. The attribute will appear as an option in the Sort By list.
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To create an attribute set: 1. From the Admin panel, choose Catalog > Attributes> Manage Attribute Sets. 2. Click the Add New Set button to display the Edit Set Name page where you can
define a new attribute set.
3. In the Name field, specify the name of the attribute set. 4. In the Based On field, select another attribute set from which this attribute set is
to inherit attributes. This option enables you to reuse the attributes already
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defined in a set to build other attribute sets. The simple option is to leave the Default option that appears in this field.
5. Click the Save Attribute Set button open the following page:
The top left of the page shows the name of the attribute set defined earlier. You have the option to edit the name because this value is for internal use. The center of the page shows a hierarchical tree representing Groups for attributes. The right side of the page shows a list of defined attributes that are not assigned to this attribute set.
6. Select the attribute to be assigned to this Group by dragging them from the
Unassigned Attributes area on the right into the relevant Group in the tree in the Groups area in the middle.
Note: System Attributes are indicated by an icon with an orange dot. You cannot remove them from Groups but can drag them to another Group within an attribute set.
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To create an attribute group: 1. Click the Add New button in the Groups area in the center of the page to display a
popup window where you specify the group name.
2. Specify the name of the new group and click OK. 3. Click and drag attributes from the Unassigned Attributes list into the newly
created group to assign them to this group.
4. You can also click and drag attributes that are already assigned to move them
between groups.
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CHAPTER 16:
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Rule Information
To define catalog price rules: 1. From the Admin panel, select Promotions > Catalog Price Rules.
2. Click the Add New button. 3. In the General Information section, do the following:
a. Complete the Rule Name and Description fields. These fields are for internal reference only. b. Set Status to Active. c. Select the Customer Groups to which this rule applies. Tip: To select multiple groups, hold the Shift key down and press the Ctrl key (PC) or the Command key (Mac) for each selection. d. In the From Date and To Date fields, set a date range for the rule to take effect. If you leave the date range empty, then the rule is enabled as soon as it is saved.
4. Define the Conditions and Actions for this rule as described in Defining the
Catalog Price Rules Conditions and Defining the Catalog Price Rules Actions.
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5. Select Related Banners tab on left and assign banners that are related to this
rule. Click the Reset Filter button to display all banners.
6. Click the Save Rule button to apply this rule and save your changes.
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Conditions
Once you have set up the general information for the price rule, you must create conditions to determine when the rule is triggered. The properties of any attribute that is used in a price rule must be set to allow for its use in promotional rule conditions.
To define catalog price rule conditions: 1. In the Catalog Price Rule panel on the left, select Conditions.
The first rule, which appears by default, is: If All these Conditions are TRUE. It determines if the rules you define must all be met and all be true.
2. Click the green plus button to display a selection field. A list of Product Attributes
will be available for you to select.
Note: To add a product attribute to these conditions, you must set Use for Promo Rules Conditions to Yes, in the Frontend Properties of the attribute. For more information, see: Attribute Quick Reference, page 278.
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Each selected Product Attribute will offer the option to apply different combination conditional limits such as: is, is not, greater than, less than, contains, does not contain, is one of, is not of one of, and many more.
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Actions
Now that you have defined the Conditions that will trigger this rule, you must define the Actions to trigger when Conditions are met.
To define catalog price rule actions: 1. Select the Actions option in the panel on the left to display the following page:
3. Enter the Discount Amount. 4. Set Stop Further Rules Processing to Yes to stop processing other rules. 5. Click the Save Rule button to save your changes.
Magento Go must recalculate the prices and the priorities of each rule added. Generally, system rules are automatically processed and applied each night. To apply a rule immediately, do one of the following: Click the Save and Apply button. From the Catalog Price Rules list, click the Apply Rules button.
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The process of defining a Cart Price Rule consists of three stages: Define the Shopping Cart Price Rule Information to describe the general information about this rule. Define the Shopping Cart Price Rule Conditions to describe the conditions that trigger the rule. Define the Shopping Cart Price Rule Actions to describe the actions that are executed when conditions of this rule are met.
Rule Information
To define a shopping cart price rule: 1. From the Admin panel, select Promotions > Shopping Cart Price Rules. 2. Click the Add New button to create a new rule. 3. Complete the Rule Name and Description fields. These fields are for internal
reference only.
4. In the Status field, select Active. 5. Select the Customer Groups to which this rule applies.
Tip: These are the default customer groups for Magento. They can be edited and added on to by clicking the Customers menu and selecting Customer Groups. Use your keyboards Shift key if you want to select group of attributes or Ctrl (PC) | Command (Mac) key for individual selection.
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7. In the From Date and To Date fields, set a date range for the rule to take effect. If
you leave the date range empty, then the rule is enabled as soon as it is saved.
8. Define the Conditions and Actions for this rule. 9. In the panel on the left, select Related Banners. Then, click the Reset Filter
button to display a list of all available banners.
10. Click the Save Rule button to apply this rule and save your changes.
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Conditions
Once you have setup the general information for the price rule, you must create the conditions that specify when the rule is triggered.
To define shopping cart price rule conditions: 1. Select the Conditions option in the panel on the left.
The first rule appears by default, as says: If All these Conditions are TRUE.
2. Click the green plus button to display a selection field. Condition options
available are: Product attribute combination Products subselection Cart Attributes
Note: To add a product attribute to these conditions, you must set Use for Promo Rules Conditions to Yes in the Frontend Properties of the attribute. To learn more, see: Attribute Quick Reference, on page 278. Each selected attribute offers the option to apply different combination conditional limits such as: is, is not, greater than, less than, contains, does not contain, is one of, is not of one of, and many more.
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Actions
Now that you have defined the Conditions that will trigger this rule, you must define the Actions to trigger when Conditions are met.
To define shopping cart price rule actions: 1. Select the Actions option in the panel on the left to display the following page: 2. Select one of the discount options from the Apply field:
Percent of product price discount: Discounts item by subtracting from original price. For example: Enter 10 in Discount Amount to define a final price that is 10% reduction from the original price. Fixed amount discount: Discounts item by subtracting from original price of each product in your cart based on fixed amount. For example: Enter 10 in Discount Amount to define a final price that is $10 reduction from the original price. Fixed amount discount for whole cart: Discounts item by defining the final price based on percentage. For example: Enter 10 in Discount Amount to define a final price that is 10% of entire cart. Buy X get Y free: (discount amount is Y) Discounts are applied to the Y item.
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3. Enter an amount in the Discount Amount field. This is required. 4. In the Maximum Qty Discount is Applied To field, enter an amount to limit the
maximum number of products to which the discount applies.
5. Enter an amount to specify of how often the discount is applied in Discount Qty
Step (Buy X) field if Buy X get Y free (discount amount is Y) is selected.
6. In the Free Shipping field, specify whether to combine the coupon amount with
a free shipping offer, for only the products for which the coupon is valid or for the entire Order, when one of these products is in the shopping cart.
7. Select Yes for Stop Further Rules Processing to stop processing other rules
that have been created.
8. You can further define and specify these rules to be applied to certain or all
products. Leave the conditions field blank to apply this rule to all products. The first rule appears by default: If All these Conditions are TRUE. It specifies whether the rules that you define must all be met and all of them are true.
available are: Cart Item Attribute and Product attribute. Note: To add a product attribute to these conditions, you must set Use for Promo Rules Conditions to Yes in the Frontend Properties of the attribute. To learn more, see: Attribute Quick Reference, on page 278.
10. Each selected Attribute will offer the option to apply different combination
conditional limits such as: is, is not, greater than, less than, contains, does not contain, is one of, is not of one of, and many more.
11. You can further combine more product attribute conditions by selecting
Conditions Combinations and applying steps 8 10.
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To create a label: 1. From the open rule, in the Price Rule panel on the left, select Labels. 2. In the Default Label section, enter the text to be used as the Default Rule Label
for All Store Views.
Default Label
3. In the Store View Specific Labels section, enter the translated text for each Main
Store language.
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To associate a banner with a price rule: 1. From the Admin panel, do one of the following:
Select Promotions > Catalog Price Rules. Select Shopping Cart Price Rules.
2. In the list, click to open the rule to which you want to add the banner. 3. In the Price Rule panel on the left, select Related Banners. 4. In the list of banners, select the checkbox of each banner that you want to
associate with the price rule. Tip: If your banners dont appear in the table, click the Reset Filter button to clear previous filtering rules.
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Notes:
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CHAPTER 17:
Processing Orders
This chapter describes some of the terms used for handling orders in Magento Go. In addition to creating orders, there are many features in the Magento Go backend that are part of the process of managing and fulfilling orders, such as creating invoices, shipments and credit memos and editing and cancelling orders. What exactly happens when the customer clicks the Place Order button?
Checkout
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In the final phase of the checkout process, the customer reviews the order, agrees to the Terms and Conditions, and clicks the Place Order button. The customer receives a confirmation of the order, with a link to the Order #.
The sales order appears in the Order list with a status of Pending. The payment has not been processed and the order can still be canceled.
Payment Received The order remains Pending until payment is received. Depending on the payment action selected, the credit card payment service provider will notify the merchant when the transaction is authorized and in some cases, processed. The status of the invoice is now Processing.
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CHAPTER 17:Processing Orders Invoice the Order Sometimes an order is invoiced before payment is received. In this example, the invoice is generated and submitted after the credit card payment is authorized and processed. The invoice is generated and submitted, and a copy is sent by email to the customer.
Order Processing When the customer check the status of the order in the Account Dashboard, The status of the order is Processing.
Ship the Order The shipment is submitted, packing slips printed, the customer is notified by email, and the package is shipped.
Order Complete When the customer checks the status of the order in the Account Dashboard. The status of this order is Complete.
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To set up Terms and Conditions: 1. From the Admin panel, select Sales > Terms and Conditions.
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2. In the upper-right corner, click the Add New button. 3. In the Terms and Conditions Information section, do the following:
a. In the Condition Name field, enter a descriptive title. b. Set the Status to Enabled if you want the new Terms and Conditions to be active upon saving. c. In the Show Content As list, select whether you want to enter the new content as Text or HTML. If you do not know how to use HTML, select Text. Note: If you select HTML, you must use HTML in both the Checkbox Text and Content textboxes. If you select Text, you can enter plain text in both. d. In the Checkbox Text textbox, insert the text, or condition, that you want the customer to agree to during checkout. e. In the Content textbox, complete the terms and conditions that you want the customers to agree to during checkout. f. In the Content Height (CSS), you enter a value to determine the height of the content box. This is useful if you have a long set of terms and conditions, and dont want to have a long scrolling page.
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Invoicing an Order
An invoice is a record of the receipt of payment for an order. Creating an invoice for an order converts the temporary sales order into a permanent record of the order, which cannot be canceled. Multiple invoices can be created for a single order, each containing as much or as few of the purchased products that you specify.
To invoice an order: 1. From the Admin panel, select Sales > Orders.
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2. Select the View option on the row of the Pending order under Status column that
you would like to invoice.
3. Click the Invoice button and scroll down to the Shipping Information if you
would like to add a tracking number.
4. Click the Add Tracking Number button and Complete the following:
Carrier: Title: Number: Select a shipping carrier from the menu. Will be filled in by carrier selection. Edit if required. Provide the Tracking number of this order.
6. Select the Email Copy of Invoice checkbox to send a copy of the invoice to your
customer.
7. Click the Submit Invoice button to process the invoice and capture sales.
Note: If your store requires that you ship before invoicing, click the Ship button, complete the shipping information and submit your shipment. When that is complete, finish the invoicing steps.
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Shipping an Order
A shipment is a record of the products in an order which have been shipped. Like an invoice, multiple shipments can be created per order, until all of the products in the order are shipped.
To display the shipment detail: 1. From the Admin panel, select Sales > Shipments. 2. Find the shipment in the list, and click to open the record.
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To create a new order: 1. From the Admin panel, select Sales > Orders. 2. Click the Create New Order button. The, do one of the following:
Select a customer from the list. Click the Create New Customer button to add a new customer.
3. Select the Store View that relates to the order. 4. Click the Add Products button, and do the following:
a. Select the products to be purchased. Then, click the Add Selected Product(s) to Order button. b. Complete the required fields (*) including customer group, shipping method, and payment method. You can define many options for the order, such as choosing custom prices for products and applying discount codes. c. When the order information is complete, click the Submit Order button. d. To confirm payment and generate an invoice, click the Invoice button. e. Review the invoice, and if correct, click the Submit Invoice button at the bottom of the page.
5. When you are ready to ship the products, click the Ship button and do the
following: a. If required, click the Add Tracking Number button to enter the tracking number received from the shipping service. Using a tracking number gives the customer the ability to review the order from their customer Account Dashboard. b. Review the shipment. You can modify the quantity to be shipped if only part of the order is ready. The order changes to Completed status after all products have been shipped.
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c. Click the Email Copy of Shipment option to automatically send an email to the customer notifying them that their products were shipped. d. Click the Submit Shipment button at the bottom of the page.
6. Click the Back button to return to the orders page where you can create
additional orders as needed.
Editing an Order
Editing will cancel the order, and a new one will be created instead.
To edit an order: 1. From the Admin panel, select Sales > Orders. 2. Select the pending order that you want to edit. 3. Click the Edit button at the top of the screen and click OK on the Warning pop-up
window.
4. Make the changes as necessary and click Submit Order to reprocess this order.
Canceling an Order
Canceling an order will remove it from your bank of pending orders.
To cancel an order: 1. From the Admin panel, select Sales > Orders. 2. Select a pending order that you would like to cancel by clicking the Edit button on
its respective row.
3. Click the Cancel button on top right menu of order page to remove this order.
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To put an order on hold: 1. From the Admin panel, select Sales > Orders. 2. Select a pending order that you would like to place on hold by clicking the View
button on its respective row.
Handling Backorders
Many stores operate differently. If your stores inventory is constantly refreshing itself and can do so without delay, Magento Go has provided the option to allow customers to continue ordering to a point that you are comfortable with, even after the stock has reached zero.
To handle backorders: 1. From the Admin panel, select Catalog > Manage Products. 2. Select a predefined product or click the Add Product button. 3. Select the Inventory tab on the left hand panel. 4. In the Backorders field, clear the Use Config Settings checkbox. Then, enter
the appropriate setting. Allow Qty Below 0: Keeps items available in your store after the stock is depleted. Allow Qty Below 0 and Notify Customer: Keeps items available in your store after the stock is depleted, but notifies the customer via email upon purchase.
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Note: To assist a customer for a different language store view, select the appropriate store view from Choose Store View list on the top left.
To update customers shopping cart: 1. To update the number of units for a product, add the amount requested in Qty. 2. To remove an item, select Remove from the Action column. 3. To move an item to the wishlist of the customers account, select Move to
Wishlist from the Action column.
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To apply a coupon code: 1. Enter a coupon code in Apply Coupon Code. 2. Click Apply to apply the discount to customers total.
To add select products to shopping cart: 1. Click the Reset Filter button to show all products. Check the relevant check
boxes of the products for inclusion.
To add select wishlist items to shopping cart: 1. Check the relevant check boxes of the products for inclusion. 2. Click Add Selected Product(s) to Shopping Cart to update customers
shopping cart.
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To add products in the comparison list to shopping cart: 1. Check the relevant check boxes of the products for inclusion. 2. Click Add Selected Product(s) to Shopping Cart to update customers
shopping cart.
To add select recently viewed products to shopping cart: 1. Check the checkbox of each product you want to include. 2. Click Add Selected Product(s) to Shopping Cart to update customers
shopping cart.
To add select previously ordered products to shopping cart: 1. Check the relevant check boxes of the products for inclusion. 2. Click Add Selected Product(s) to Shopping Cart to update customers
shopping cart. To directly place an order for the customer, click the Create Order in the upper-right corner. Note: The customer must refresh the shopping cart page in order to view changes made by the store owner.
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To issue a refund: 1. From the Admin panel, select Sales > Orders. 2. Click the View link on the right side of the row of each order to display the Order
view page.
3. Click the Credit Memo button to generate a credit memo. Then, do the following:
a. Scroll down to items to Refund area, and in the Qty to Refund field of the relevant product, specify the quantity of products to refund. b. To specify that this product was actually returned to the store, check the Return to Stock option. c. Click the Email Copy of Credit Memo option, shown below, to automatically send an email to the customer that the order has been refunded. You can add append comments added in Credit Memo Comments adjusted to Refund Totals by checking Append Comments. You can also adjust the refund totals to match your business rules. The following options are available for adjustments: Refund Shipping Adjustment Refund Adjustment Fee
d. If the customer has credit with your store, you can apply the refunds to their credit. Check Refund to Store Credit.
4. Click the Refund Offline button to apply the refunds. To view the list of refunds made in your store 1. From the Admin panel, select Sales > Credit Memos. 2. Click the View link on the right side for the row of each Credit Memo to display
the Credit Memo view page.
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Notes:
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CHAPTER 18:
Shipping Methods
Magento Go supports a wide range of shipping methods and carriers. This chapter shows how to configure the shipping methods and carriers that are available in your store. Shipping Settings Shipping Rates Supported Carriers
Most of the examples in this chapter take place in the Configuration section of the Admin panel. The breadcrumb trail at the beginning of each section shows the path to the configuration settings in the Admin panel.
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Shipping Settings
Shipping Settings
The Shipping Settings establish the point of origin for all shipments made from your store or warehouse.
To establish the point of origin: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Sales, click Shipping Settings. 3. Click to expand the Origin section and complete the following fields to establish
the point of origin used for shipping calculations. Country Region / State ZIP / Postal Code City
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Shipping Rates
Shipping Rates
The Shipping Methods tab manages the configuration for the various shipping methods and carrier services available to your customers during checkout.
Rates
Table Rates Table rate shipping lets you calculate shipping rates based on the combination of several conditions. The rate can be based on Weight v. Destination, Price v. Destination, or # of Items v. Destination. Flat Rate Flat Rate is a simple shipping solution that uses a standard fixed rate per item or per order, regardless of order size or weight. Free Shipping Free Shipping is one of the easiest and most effective promotions you can offer your customers.
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Shipping Rates
Step 1:
To complete the default settings: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Sales, select Shipping Methods. 3. Click to expand the Table Rate section. Then, do the following:
a. Set Enabled to Yes. b. In the Title field, type a name for the section of table rate shipping methods that appears during checkout. (The default title is Best Way.) c. In the Method Name field, type a name for this table rate shipping method.
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CHAPTER 18:Shipping Methods d. Set Condition to one of the methods of calculation: Weight vs. Destination Price vs. Destination # of Items vs. Destination
Shipping Rates
e. Set Include Virtual Products in Price Calculation to Yes if you want to be able to apply Table Rate shipping to virtual products. f. If charging a handling fee, set Calculate Handling Fee to either Fixed or Percent. Then, enter the Handling Fee rate according to the method used to calculate the fee. g. In the Displayed Error Message box, type the message that appears if this method becomes unavailable. h. Set Ship to Applicable Countries to one of the following: All Allowed Countries Specific Countries Then, in the Ship to Specific Countries list, select each country where orders can be shipping using this method. (Hold the Ctrl key down to select multiple options.) i. Type a number in the Sort Order field to determine the order that this method appears during checkout.
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Shipping Rates
Step 2:
To create the table rate data: 1. In the upper-left corner, set the Current Configuration Scope to the Website
where this method will be used. (For example, you can select Default Website.) The Export and Import options appear in the Table Rates section, and Use Default checkboxes appear to the right of each option. Note: While working with a specific scope, you must clear the Use Default checkbox to change any of the current settings.
2. Click the Export CSV button. Then, save the tablerates.csv file to your computer. 3. Open the file in your spreadsheet program.
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Shipping Rates
4. Complete the table with the appropriate values for the shipping calculation
method used. You can use a wildcard (*) to represent all possible values in any category. The Country column must contain a valid 3-character code for each row. For more information, see: Country Codes, on page 467.
5. Save the completed tablerates.csv file. 6. Return to the Table Rates configuration, and at the Import field, click the
Browse button. Select your completed tablerates.csv file and import the rates.
* * *
AK AK AK HI HI HI
* * * * * * * * *
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Shipping Rates
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Shipping Rates
Flat Rate
Flat rate is a fixed, predefined charge that can be applied per item, or per shipment. Flat rate is a simple solution, especially when used with the flat-rate packaging that is available from some carriers.
To set up Flat Rate shipping: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Sales, select Shipping Methods. 3. Click to expand the Flat Rate section. Then, do the following:
a. Set Enabled to Yes. Flat Rate now appears as an option in the Estimate Shipping and Tax section of the shopping cart, and also in the Shipping section during checkout. b. Enter a Title for this shipping method. The default is Flat Rate. c. In the Method Name field, enter a descriptive label for the method that is used to calculate the rate. The default method name is Fixed, and appears next to the rate in the shopping cart. If you charge a handling fee, you can change the Method Name to Plus Handling or something else suitable. d. In the Type field, select how the Flat Rate shipping fee is to be applied: None: Disables the payment type. The Flat Rate option is listed in the cart, but with a rate of zerowhich is the same as free shipping. Per Order: Charges the single flat rate for the entire order. Per Item: Charges a single flat rate for each item. The rate is multiplied by the number of items in the cart, regardless of whether there are multiple quantities of the same, or of different items.
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CHAPTER 18:Shipping Methods e. Type the Price to be charged for the flat rate fee. f. Set Calculate Handling Fee to one of the following methods: Fixed Percent
Shipping Rates
g. If charging a Handling Fee, enter the amount according to the method used for calculating the fee. For example, if the fee is calculating based on a percentage, enter 0.06 for 6%. If using a fixed amount calculation, enter the fee as a decimal. h. In the Displayed Error Message box, type the message that appears if this method becomes unavailable. i. Set Ship to Applicable Countries to one of the following: All Allowed Countries Specific Countries Then, in the Ship to Specific Countries list, select each country where orders can be shipping using this method. (Hold the Ctrl key down to select multiple options.) j. Type a number in the Sort Order field to determine the order in which Flat Rate is listed with other shipping methods during checkout.
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Shipping Rates
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Free Shipping
Free Shipping
Free shipping is one of the most effective promotions you can offer. It can be based on a minimum purchase, or set up as a shopping cart rule that applies when a set of conditions has been met. If both can be applied to the same order, the configuration setting will take precedence over the shopping cart rule. Note: Additional configuration settings may be required for each shipping carrier.
To set up free shipping: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Sales, select Shipping Methods. 3. Click to expand the Free Shipping section. Then, do the following:
a. Set Enabled to Yes. b. Enter a Title for this shipping method that will be displayed during checkout. c. In the Method Name field, enter a descriptive name for the method. d. In the Minimum Order Amount field, specify the order amount that qualifies an order for free shipping. e. In the Displayed Error Message box, type the message to appear if this method becomes unavailable. f. Set Ship to Applicable Countries to one of the following: All Allowed Countries Specific Countries In the Ship to Specific Countries list, select each country where orders can be shipped. (Hold the Ctrl key down to select multiple options.)
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CHAPTER 18:Shipping Methods g. Set Show Method if Not Applicable to one of the following: No: Yes:
Free Shipping
To show the Free Shipping method only when applicable. To always show the Free Shipping method, even if not applicable.
h. Type a number in the Sort Order field to determine the order that this method appears during checkout. i. In the Sort Order field, specify the position of this shipping method in relation to the other shipping methods offered to the customer.
4. When the configuration is complete, click the Save Config button to save the
settings.
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Shipping Carriers
Shipping Carriers
If you have a commercial account with UPS, USPS, FedEx, or DHL, you can offer a shipping option for that carrier. The rates are automatically downloaded, so you do not need to look up the information. Although the configuration options vary for each carrier, they all require your Account Number or User ID, and a Gateway URL which is used to gain access to their system. UPS United Parcel Service offers domestic and international shipping services by land and air to more than 220 countries. USPS The United States Postal Service is the independent postal service of United States government. USPS offers domestic and international shipping services by land and air. FedEx FedEx offers domestic and international shipping services by land and air to more than 220 countries. DHL DHL offers integrated international services and tailored, customer-focused solutions for managing and transporting letters, goods and information. For step-by-step instructions, see: Shipping Carriers, on page 453.
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Shipping Carriers
Notes:
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CHAPTER 19:
Payment Methods
Magento Go allows you to easily use a variety of payment methods in your online store. Many are already integrated into Magento Go and you can enable and configure them directly from the Magento Go Admin panel. Follow this guide to learn how to configure the following payment methods: Bank Transfer Cash on Delivery Payment Check or Money Order Purchase Order Zero Subtotal Checkout
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To enable bank transfer payments: 1. From the Admin panel, select System > Configuration. 2. From the Configuration panel on the left, under Sales, select the Payment
Methods tab.
3. Click to expand the Bank Transfer Payment section. Then, do the following:
a. To activate this payment method, set Enabled to Yes. b. In the Title field, enter an appropriate name to identify this payment method during checkout process. c. Set New Order Status to Pending to identify newly generated orders which have not been processed completely.
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d. In the Payment from Applicable Countries field, select the countries where this payment method can be used: All Allowed Countries: Customers from all countries in the default countries list can use this payment method. Specific Countries: Customers from only those countries selected in the Payment from Specific Countries list can use this payment method. (The list appears when you select this option.) e. In the Instructions field, enter instructions for your customers to set up a bank transfer. Depending on the country where your bank is located, and your banks requirements for transfers, you might need to include the following information: f. Bank account name Bank account number Bank routing code Bank name Bank address
Set Minimum Order Total and Maximum Order Total to the minimum and maximum order amounts which are required to qualify for this payment method. Note: An order qualifies for the payment method if the total falls between, or exactly matches, the minimum or maximum total values.
g. Enter a numeric value in the Sort Order field, to set the position of Cash on Delivery in the list of payment methods that is displayed during checkout. Enter zero for the top of the sort order list, 1 for the second highest in the list, and so on.
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Cash on Delivery
Cash on Delivery
Magento Go allows you to accept payments from your customers with cash on delivery. With a cash on delivery payment option, also called collect on delivery, the customer doesnt pay until the product is delivered.
Cash On Delivery
To enable cash on delivery payment method: 1. From the Admin panel, select System > Configuration. 2. From the Configuration panel on the left, under Sales, select Payment Methods. 3. Click to expand the Cash on Delivery section. Then, do the following:
a. To activate this payment method, set Enabled to Yes. b. In the Title field, enter an appropriate title to identify this payment method during the checkout process of your Magento Go store. c. Set New Order Status to Pending until they are processed completely. d. In the Payment from Applicable Countries field, select the countries where this payment method can be used: All Allowed Countries: Customers from all countries in the default countries list can use this payment method. Specific Countries: Customers from only those countries selected can use this payment method. (The list appears when you select this option.)
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Cash on Delivery
Cash On Delivery
e. In the Instructions field, enter instructions for your customers to set up a Cash on Delivery payment. f. Set Minimum Order Total and Maximum Order Total to the minimum and maximum order amounts which are required to qualify for this payment method. Note: An order qualifies for the payment method if the total falls between, or exactly matches, the minimum or maximum total values. g. Enter a numeric value in the Sort Order field, to set the position of Cash on Delivery in the list of payment methods that is displayed during checkout. Enter zero for the top of the sort order list, 1 for the second highest in the list, and so on.
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To configure checks and money orders: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Sales, click Payment Methods. 3. Click to expand the Check / Money Order section, and do the following:
a. To activate this payment method, set Enabled to Yes. b. Enter an appropriate Title to identify this payment method during checkout. The default entry is Check / Money Order.
c. Set New Order Status to display as Pending until the order has completed processing.
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d. In the Payment from Applicable Countries field, select the countries where this payment method can be used: All Allowed Countries: Customers from all countries in the default countries list can use this payment method. Specific Countries: Customers from only those countries selected in the Payment from Specific Countries list can use this payment method. (The list appears when you select this option.) Note: To define which countries are included in the Allowed Countries list, see System > Configuration > General > Countries Options. e. In the Make Check Payable To field, enter the name of the person to whom the check will be payable. f. In the Send Check To field, enter the street address where the checks will be mailed. g. Set the Minimum Order Total and Maximum Order Total to the minimum and maximum order amounts which are required to qualify for this payment method. Note: An order qualifies if the total falls between, or exactly matches, the minimum or maximum total values. h. Enter a numeric value in the Sort Order field, to set the position of Cash on Delivery in the list of payment methods that is displayed during checkout. Enter zero for the top of the sort order list, 1 for the second highest in the list, and so on.
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Purchase Order
Purchase Order
The Purchase Order payment method allows commercial buyers to checkout items from your Magento Go store using a purchase order. When selected, a text field is added near the Purchase Order option in the Payment Information page of the checkout process. The customer can populate this field with the purchase order number or other information for the courier.
Purchase Order
To configure Purchase Orders: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Sales, select Payment Methods. 3. Click to expand the Purchase Order section. Then, do the following:
a. To activate this payment method, set Enabled to Yes. b. Enter an appropriate Title to identify this payment method during checkout. c. Set New Order Status to display as Pending until the order has completed processing.
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Purchase Order
d. In the Payment from Applicable Countries field, select the countries where this payment method can be used: All Allowed Countries: Customers from all countries in the default countries list can use this payment method. Specific Countries: Customers from only those countries selected in the Payment from Specific Countries list can use this payment method. (The list appears when you select this option.) Note: To define which countries are included in the Allowed Countries list, see System > Configuration > General > Countries Options.
Purchase Order
e. Set the Minimum Order Total and Maximum Order Total to the order amounts which are required to qualify for this payment method. Note: An order qualifies if the total falls between, or exactly matches, the minimum or maximum total values. f. Enter a numeric value in the Sort Order field to set the position of Purchase Order in the list of payment methods displayed during checkout.
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To Setup Zero Subtotal Checkout: 1. In the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Sales, select Payment Methods. 3. Click to expand the Zero Subtotal Checkout section.
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a. Enter an appropriate Title to identify this payment method during checkout. b. Set Enabled to Yes to activate this payment method. c. Set New Order Status to display as Pending until the order has completed processing. Pending: Processing: The order is pending approval and processing. The order is being processed.
d. Set Automatically Invoice All Items according to Yes if you want to invoice all items having a zero balance automatically. e. In the Payment from Applicable Countries field, select the countries where this payment method can be used: All Allowed Countries: Customers from all countries in the default countries list can use this payment method. Specific Countries: Customers from only those countries selected in the Payment from Specific Countries list can use this payment method. (The list appears when you select this option.) f. Enter a numeric value in the Sort Order field, to set the position of Cash on Delivery in the list of payment methods that is displayed during checkout. Enter zero for the top of the sort order list, 1 for the second highest in the list, and so on.
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Notes:
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CHAPTER 20:
Payment Services
Payment services are ways of adding more value and configuration to your payment processing gateways. 3D Secure Credit Card Validation If you want an additional layer of protection against fraudulent charges or chargebacks for sales in your Magento Go store, you can enable 3D Secure Credit Card Validation. The 3D Secure Credit Card Validation payment service can increase your customers confidence in the security of transactions made in your store, and it might also qualify your business for lower processing rates, depending on your merchant account. Kount Fraud Detection Kount Fraud Detection is a credit card fraud detection and prevention solution by Kount, Inc. Their fraud detection tool is integrated with Magento Go and is available for your store. Payment Bridge Styling The payment bridge styling feature lets you customize the look and feel of the payment bridge page in the checkout process.
Payment Gateways
Magento Go supports a wide range of global payment gateway services that provide secure processing of online payment transactions. For step-by-step instructions, see: Payment Gateways on page 481.
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Worldwide
Worldwide
PayPal With PayPals deep integration into Magento Go, you can easily accept credit cards and PayPal payments using PayPal, all while keeping customers on your site. Already have a merchant account? Add PayPal Express checkout to increase conversion. Authorize.Net Authorize.Net payment solutions include free fraud tools, free customer support, a free website seal, and the ability to accept multi-channel payments: online, mail order/telephone order, retail and mobile. CyberSource (SOAP Toolkit) CyberSource, a wholly-owned subsidiary of Visa Inc., is a payment management company. Over 330,000 businesses worldwide use CyberSource to process online payments, streamline fraud management, and simplify payment security. For more information, please visit www.cybersource.com. First Data Global Web Service API The First Data Global Gateway Web Service API enables full-featured, highly secure and reliable eCommerce Web sites and custom retail implementations, including tax and shipping calculators.
North America
PSi Gate PSiGate is a full-service Canadian provider of electronic payment processing services. They deliver a secure interface for your website so you can accept credit card and Interac Online payments with reliable, real-time transaction processing. They ensure maximum performance while taking into account power, security, disaster tolerance and bandwidth requirements. Braintree With Braintree, merchants can accept payment in 134 local currencies and choose to settle in up to 21 different currencies. As an online merchant, the advantage to you of using Braintree is that your customers can save credit card information on file.
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Europe
Europe
Card Gate Plus Card Gate Plus is a Payment Service Provider for European merchants. We offer credit card billing via your own merchant account and various local billing options like iDEAL (Netherlands), MisterCash (Belgium) and DIRECTebanking (Germany, Austria). DIBS Payment Services DIBS Payment Services is the leading independent provider of functional, secure and innovative payment services for Internet commerce in the Nordic countries. DIBS handles more than 13,000 customer transactions daily in 17 countries. Ogone Direct Link Ogone Payment Services (Payment Service Provider) delivers non-face-toface businesses the payment solutions platform, added value opportunities and technology advancements that become essential for the way payments are performed, managed and secured today. Paybox Direct Paybox is an independent payment service provider based in France, specializing in the European Market. We offer a connection to more than 25 payment methods (debit and credit cards, PayPal, Amex, local payment methods, etc.). Payone.de PAYONE is a leading payment service provider in Germany. Featuring processing of national and international payments and outsourcing of monetary transactions, the payment-Platform Finance Gate makes processes fully automated with the highest performance standards and security in mind. Sage Pay Direct Sage pay is the UKs largest independent payment service provider, processing millions of secure payments every month for over 33,000 businesses, from start-ups to major online, consumer, and business brands.
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Asia
Asia
CCAvenue CCAvenue is the largest and most popular online payment gateway solution in South Asia. With more than 5,000 websites relying on their services, they are a clear leader of online transactions in the region.
Oceania
eWAY Direct Focusing on a high level of standards in technology, innovations and customer care, eWay has become Australias award winning payment gateway. eWAY specializes in delivering successful eCommerce payment gateway services to thousands of merchants.
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Express Checkout
PayPal
PayPal is a global leader in online payments and a fast and secure way for your customers to pay online. With PayPal you can accept payments from all major debit and credit cards as well as PayPal account holders. Since customers dont even need a PayPal account to pay with PayPal, both you and your customers can get extra convenience without extra effort. PayPal offers a diverse set of payment methods available for merchants of all sizes and business types.
Express Checkout
With this payment method enabled, the Check out with PayPal button becomes available on the product view pages, in the shopping cart, and in the mini shopping cart. Clicking the button allows the customer to review the shopping cart price information on the PayPal site and accept PayPal transactions on the PayPal site.
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3. Complete the required fields with your business information, and click the
Continue button to register.
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4. After you complete the sign-up process, log in to your account and click the
Profile link.
5. On the Profile Summary page, click the API Access link under Account
Information. Then, click the Grant API Permissions link and record your API credentials. You will need them to configure your PayPal payment settings for Magento Go. Note: After you have a business account, you can get your credentials through a shortcut in the PayPal section of Magento Go. Under the API/integration Settings bar click the button. Enter your PayPal Business account login information to view your API credentials as displayed below.
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Step 1:
PayPal Sandbox
2. Select Test Accounts from the left side panel. 3. Under New test account, click Preconfigured to create a new test account. 4. Complete the information requested, and make sure to select the Buyer account
type.
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Note: Be sure to record this account email and password, as you will use it to simulate a payment transaction.
5.
Step 2:
2. After logging in, select Test Accounts and click the Create Test Account link. 3. Under New test account, click Preconfigured to create a new test account. 4. Enter all the information necessary. Make sure the Seller account type is
selected.
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Note: Be sure to record this account email and password, as you will use it to simulate a payment transaction.
Step 3:
4. Check the Website Payments Standard check box to enable the payment
method.
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6. Click Save to save these changes. 7. Once configured, place test transactions to ensure your PayPal setup is capturing
and processing orders properly.
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To set up PayPal Express Checkout: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Sales, select PayPal. 3. Select a Merchant Country.
Merchant Account
5. Complete the configuration in the Express Checkout Settings section. 6. To enable PayPal Express Checkout, click the Setup or change your site
permissions with PayPal button.
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7. From the PayPal website, log in to your account, or select the option to create a
new account.
8. When asked to permit Magento to contact PayPal and process payments on your
behalf, click I Agree. Then, complete the following information: a. In the Title field, enter a name to identify this payment method to the customer during checkout. This field can be unique for each store view. We recommend that you use the name, PayPal for each store view. b. Enter a number in the Sort Order field to determine the sequence in which this payment method appears when listed with others during checkout. c. Set Payment Action to determine how you want payments to be authorized and processed. Options include: Authorization: Payments are authorized only on PayPals side; your Magento Go store generates an order. To capture the transaction, create an invoice from the Admin panel. Sale: The payment authorization and sale is completed upon PayPal approval when you generate an order and invoice from the Magento Go Admin panel. d. Set Payment Applicable From to identify the countries where you will accept payment by this method. Options include: All Allowed Countries: Customers from all of the countries in the default countries list can use this payment method. Note: You can define which countries are listed in the default list by modifying the Allowed Countries field located in System > Configuration > General > Countries Options. Specific Countries: Only customers from countries selected in the Countries Payment Applicable From list (it appears when you select this option) may use this payment method. e. Set Shortcut on Shopping Cart to Enabled to make the Express Checkout button available on the shopping cart page. f. Set Shortcut Buttons Flavor to the type of image you want to appear next to the Payment Information section during checkout. Options include:
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Dynamic: (Recommended) Allows the image to be changed dynamically by PayPal. When signing up for a PayPal campaign, the appearance of the image changes during the campaign, based on the parameter information that you add to the image URL.
Static: The static images cannot be changed dynamically. When participating in a PayPal campaign, the image code must be manually updated to change the image displayed and restore the default image when the campaign is over.
g. Set Enable PayPal Guest Checkout to determine whether customers must have a PayPal account to make a purchase. Options include: Yes: Permits customers who are not registered with PayPal to make a purchase. In this case, the customer simply needs to enter the credit card information and billing address. When the credit card information is verified by PayPal, the customer can review the payment information and complete the transaction. No: Requires the customer to register with PayPal before making a purchase.
9. When finished, click the Save Config button to save your settings.
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CHAPTER 21:
Tax Settings
Magento Go provides a variety of options for defining taxes. Customer and Product Tax classes are used to define Tax Rules. Tax Rules are defined as a combination of a Customer Tax Class, Product Tax Class, and Tax Rates. Each type of customer can be assigned a tax class when you define them and each product is assigned a tax class. Magento Go analyzes the shopping cart of each customer and calculates the appropriate tax according to the class of the customer and the class of the products in the shopping cart and the region (as defined by the customers shipping address, billing address or shipping origin).
Setting Up Taxes
Before jumping into tax classes and tax rules, take a look at the general tax settings and make sure taxes are set up according to your business needs.
Step 1:
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Setting Up Taxes
Step 2:
Then, do the following: a. Set Tax Calculation Method Based On to one of the following areas of the invoice: b. Unit price Row total Total
Set Tax Calculation Based On to one of the following locations, according to your local requirements: Shipping address Billing Address Shipping Origin
c. Set Catalog Prices to one of the following: Excluding Tax Including Tax
d. Set Shipping Prices to one of the following: Excluding Tax Including Tax Note: This applies to shipping amounts defined through the Admin panel, as well as shipping amounts obtained from gateways.
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Chapter 21: Tax Settings e. Set Apply Customer Tax to one of the following: f. Before Discount After Discount
Setting Up Taxes
Set Apply Discount on Prices to one of the following: Excluding Tax Including Tax Note: If Apply Tax after Discount is selected, the applied discount on price, including tax, is calculated based on store tax.
g. Set Apply Tax On to one of the following: Custom price if available Original price only
Then, do the following: a. Set Default Country to the country where the tax applies. b. Set Default State to the state where the tax applies. By default, this option is not set, as indicated by the asterisk (*). c. Set Default Post Code to the ZIP or postal code where the tax applies. By default, this option is not set, as indicated by the asterisk (*). Note: These options apply only if the default country is set to United States.
Step 3:
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Setting Up Taxes
a. Set both Display Product Prices in Catalog and Display Shipping Prices to one of the following: Excluding Tax Including Tax Including and Excluding Tax (displays both)
2. Click to expand the Orders, Invoices, Credit Memos Display Settings section.
Then, do the following: a. Set Display Prices, Display Subtotal, and Display Shipping Amount to one of the following: Excluding Tax Including Tax Including and Excluding Tax (Displays both)
a. Set Include Tax in Grand Total to one of the following: Yes: No: Calculates grand total to include tax. Calculates grand total without tax.
b. Set Display Full Tax Summary to one of the following: Yes: No: Displays tax summary on orders, invoices, and credit memos. Does not display tax summary on orders, invoices, and credit memos.
c. Set Display Zero Tax Subtotal to one of the following: Yes: No: Displays subtotal for orders with zero tax. Does not display subtotal for orders with zero tax.
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Setting Up Taxes
Step 4:
3. The options for the following fields are listed below. Set each field to indicate how
fixed product taxes, if used, are displayed throughout your store. a. Set Display Prices in Product Lists to indicate how fixed product taxes, if used, are displayed in your store. (See Display Price Options.) b. Set Display Prices on Product View Page to indicate how fixed product taxes, if used, are displayed in your store. (See Display Price Options.) c. Set Display Prices in Sales Module to indicate how fixed product taxes, if used, are displayed in your store. This option determines the price appearance in the Order Review section of checkout and in the Items Ordered section of a sales order. (See Display Price Options.) d. Set Display Prices in Emails to indicate how fixed product taxes, if used, are displayed in your store. (See Display Price Options.)
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Setting Up Taxes
Display Price Options Including FPT Only Displays prices with fixed product tax, but not a description of the tax. Displays prices with fixed product tax and its description. Displays prices without fixed product tax, its description, or the price with the tax. Displays prices without fixed product tax.
Excluding FPT
4. Complete the following to determine how discounts, taxes, and subtotals are
applied to Fixed Product Taxes: a. Set Apply Discounts to FPT to one of the following: Yes: No: Applies discount to the fixed product tax amount. Applies discount to the base product price (excluding fixed product tax). b. Set Apply Tax to FPT to one of the following: Yes: No: Applies tax to the fixed product tax. Applies tax to the base price of a product, without the fixed product tax. c. Set Include FPT in Subtotal to one of the following: Yes: No: Calculates fixed product tax into the shopping cart subtotal. Displays fixed product tax below the shopping cart subtototal, but does not calculate the tax into the subtotal.
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Step 1:
2. From Manage Tax Rates, click the Add New Tax Rate button.
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a. In the Tax Identifier field, enter a name for the new tax rate. Make sure to not include spaces in this field. This identifier is not visible to customers if the alternate Tax Titles section is used. b. Select the Country and State to which the specific tax applies. c. Set ZIP/Post is Range to Yes to apply the tax to a range of ZIP codes. Then, enter the beginning and ending range of ZIP codes in the following fields: Range From Range To
d. In the Rate Percent field, type the tax rate as a decimal. For example, a tax rate of 9.75% tax rate is entered as 9.75. e. In the Tax Titles section, under English, enter a name for the tax rate. If applicable, enter the translation of the tax rate name for each language supported.
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Step 2:
1. From the Admin panel, go to Sales > Tax > Product Tax Classes.
3. In the Product Tax Class Information section, type the Class Name. Then, click
the Save Class button to save your changes.
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4. To apply the Taxable Goods class to a product from the catalog, go to Catalog >
Manage Products.
5. Open the product record in edit mode, and set Tax Class to Taxable Goods.
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Step 3:
2. From the Customer Tax Classes list, click the Add New button.
3. In the Customer Tax Class Information section, type a new Class Name.
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Step 4:
3. In the Customer Group Information section, select the Tax Class and click Save.
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To apply a Customer Group to a specific customer: 1. Go to Customers > Manage Customers. Then, from the Manage Customer list,
open the customer record in edit mode.
Step 5:
1. From the Admin panel, go to Sales > Tax > Manage Tax Rules.
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2. From the Manage Tax Rules list, click the Add New button.
a. Type a Name for the tax rule that will be easy to identify. b. Select the Customer Tax Class for the rule. c. Select the Product Tax Class for the rule. d. Select the Tax Rate to apply for the rule. e. In the Priority field, enter a number to determine the importance of this rule in relation to others. Lower numbers take precedence. Tax rules are applied in ascending order, so the rule with a sort order of zero is applied first. Note: If two tax rules have the same priority number, the taxes are added together. Otherwise the taxes are compounded. f. In the Sort Order field, enter a number to determine the order that this rule appears when listed with other rules.
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Step 1:
2. Verify the name of the customer tax class to which the VAT applies.
If you need to create a customer tax class, click Add New and create the class.
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Step 2:
2. Click the Add New button and add the following classes:
VAT Standard VAT Reduced VAT Zero
3. Click the Save button. The new classes appear in the Product Tax Classes list.
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Step 3:
2. Click the Add New Tax Rate button, and add the following new rates:
a. Create a standard value added tax rate with the following settings : Tax Identifier: Country and State: Rate Percent: VAT Standard United Kingdom 20.00
b. Create a reduced value added tax rate with the following settings : Tax Identifier: Country and State: Rate Percent: VAT Reduced United Kingdom 5.00
c. Create a zero value added tax rate with the following settings : Tax Identifier: Country and State: Rate Percent: VAT Zero United Kingdom 0.00
3. Click the Save button. The new rates appear in the Manage Tax Rates list.
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Step 4:
Customer Tax Class: Retail Customer Product Tax Class: Tax Rate: VAT Standard VAT Standard
b. Create a reduced VAT rule with the following settings: Name: VAT Reduced
Customer Tax Class: Retail Customer Product Tax Class: Tax Rate: VAT Reduced VAT Reduced
c. Create a zero VAT rule with the following settings: Name: VAT Zero
Customer Tax Class: Retail Customer Product Tax Class: Tax Rate: VAT Zero VAT Zero
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Chapter 21: Tax Settings The new rates appear in the Manage Tax Rules list.
Step 5:
Step 6:
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Notes:
_______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________
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CHAPTER 22:
Reports
Magento Go provides a wide selection of useful reports to keep you current on everything from the contents of your customers shopping carts to their tags. Report data can be downloaded as a CSV or XML data file.
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Sales Reports
Sales Reports
Sales reports summarize sales information for a designated scope and period of time, and include the following: Orders Tax Invoiced Shipping Refunds Coupons PayPal Settlement Reports
To run the report: 1. From the Admin panel, select Reports > Sales and select the type of Sales
Report youd like to generate.
2. Define the filters to be used to select the data for the report. Then, click the Show
Report button to generate the report.
3. To export the report data, set the Export to list to either CSV or Excel, and
click the Export button. Sales Report Orders Description Displays information related to sales orders, including the sales, invoice, refund, shipping, and discount amounts for all orders created or updated during the specified period of time. Displays tax amounts grouped by tax rates which are applied to sales orders invoiced during the specified period. Displays the number of created and invoiced orders and provides invoice-related amounts grouped by tax rates. Provides shipping amount information for each shipping method used in the orders invoiced during the specified period of time.
Tax
Invoiced
Shipping
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Sales Reports
Description Provides information about refunded sales orders, including those refunded online and offline. Displays order discount aggregation per period and coupon. Provides information about transactions which affect settlement of funds as well as a summary of each currency held by the account, total debits and credits, and beginning and ending balances. Description Allows you to match dates based on either the date the sales order was created or the date it was last updated. Defines the range of time included in the report, as: per day, month, or year. (Required) Defines the date limitations of report.
Coupons
Period
By default, the report is not filtered by order status. Options include: Processing On Hold Complete Closed Canceled Suspected Fraud Payment Review
Empty Rows
For selected date period, the option may be omitted (by default). If not omitted, each period of the specified date range appears in the report. Sales reports may display expected and actual values. An expected value is the estimated amount to be paid.
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Products in Cart
The Products in Cart report lists all products in your store, including the price, the amount of orders placed containing that product.
To run the report: 1. From the Admin panel, select Reports > Shopping Cart. Then, click Products
in cart.
2. To export the report data, set the Export to list to either CSV or Excel, and
click the Export button.
Abandoned Carts
The Abandoned Carts report lists all registered customers who added products to their Shopping Cart, and then logged out with the items still in the cart before placing an order. Shows the number of line items in the cart, total quantity, total monetary amount of the products, any coupon code the customer may have applied, the timestamps for when the first item was added to the cart and the most recent cart activity.
To run the report: 1. From the Admin panel, select Reports > Shopping Cart. Then, select
Abandoned carts.
2. To export the report data, set the Export to list to either CSV or Excel, and
click the Export button.
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Product Reports
Product Reports
The Product reports can be used to analyze sales and identify buying patterns. Reports include: Bestsellers Products Ordered Most Viewed Low Stock
Bestsellers Report
The Bestsellers report shows information about products that sell best based on highest quantity across different time periods.
To run the report: 1. From the Admin panel, select Reports > Products > Bestsellers. 2. In the Period field, select the period to include in the report. This field consists of
day, month, and year.
3. In the From and To fields, enter the date limitations of the report. These fields
are required to be specified in order to build a report.
4. The Empty Rows filter specifies whether or not to display periods that do not
contain any sales order information.
5. Click the Show Report button to generate the report. 6. To export the report data, set the Export to list to either CSV or Excel, and
click the Export button.
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Product Reports
To run the report: 1. From the Admin panel, select Reports > Products > Products Ordered. 2. Select From and To dates in the fields at the top to specify limitations for the
report. This is required.
3. In the Show By field, select whether to filter by Day, Month, or Year. 4. Click the Refresh button to generate a Products Ordered Report in real time. 5. To export the report data, set the Export to list to either CSV or Excel, and
click the Export button.
To run the report: 1. From the Admin panel, select Reports > Products > Most Viewed. 2. Select From and To dates in the fields at the top to specify limitations for the
report. These fields are required.
3. In the Show By field, select whether to break down the numbers by Day, Month,
or Year.
4. Click the Refresh button to generate a Most Viewed Report in real time. 5. To export the report data, set the Export to list to either CSV or Excel, and
click the Export button.
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Product Reports
To run the report: 1. From the Admin panel, select Reports > Products > Low Stock. 2. This page shows all products with a stock quantity below the required amount.
The table displays three columns: Product Name Product SKU Stock Qty
3. To drill down by Product Name, Product SKU, and Stock Qty, use the filters at
the top of each column, and click Search.
4. To export the report data, set the Export to list to either CSV or Excel, and
click the Export button.
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Customer Reports
Customer Reports
The Customer Reports provide a detailed report of all customer activity, including account status and orders. New Accounts Customers by Orders Total Customers by Number of Orders
To run the report: 1. From the Admin panel, select Reports > Customers > New Accounts. 2. Select From and To dates in the fields at the top to specify limitations of this
report. These fields are required.
3. In the Show By field, select whether to break down the numbers by Day, Month,
or Year.
4. Click the Refresh button to generate the report in real time. 5. To export the report data, set the Export to list to either CSV or Excel, and
click the Export button.
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Customer Reports
To run the report: 1. From the Admin panel: Select Reports > Customers. Then, choose Customers
by orders total.
2. Select From and To dates in the fields at the top to specify limitations of this
report. These fields are required.
3. In the Show By field, select per Day, Month, or Year to define period per basis of
selected field. This field is required to generate the report.
4. Click the Refresh button to generate a Most Viewed Report in real time. 5. To export the report data, set the Export to list to either CSV or Excel, and
click the Export button.
To run the report: 6. From the Admin panel: Select Reports > Customers. Then, choose Customers
by number of orders.
7. Select From and To dates in the fields at the top to specify limitations of this
report. These fields are required.
8. In the Show By field, select per Day, Month, or Year to define period per basis of
selected field. This field is required to generate the report.
9. Click the Refresh button to generate a Most Viewed Report in real time. 10. To export the report data, set the Export to list to either CSV or Excel, and
click the Export button.
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Reviews Reports
Reviews Reports
The Reviews reports list all customers who have written reviews, and all products with reviews written about them. Customer Reviews Product Reviews
Customer Reviews
This report provides a list of customers who have submitted product reviews in your Magento Go store.
To run the report: 1. From the Admin panel, select Reports > Reviews > Customer Reviews.
Note: From the All Reviews of Customer page that opens, you can sort through these reviews, remove them, or change their status.
2. The list of customers who created product reviews can be sorted by ascending or
descending based on the number of reviews. Product reviews of each customer can be viewed in detail by clicking Show Reviews in the right-most column of the respective customer.
3. To export the report data, set the Export to list to either CSV or Excel, and
click the Export button.
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Reviews Reports
Product Reviews
The Product Reviews report lists all the products that customers have written reviews about, and provides a link to each review.
To run the report: 1. From the Admin panel, select Reports > Reviews > Product Reviews. 2. The products list can be sorted by ascending or descending based on:
Product name Number of reviews Average review rating Average approved rating Last review date
3. Reviews for each product can be viewed in detail by clicking Show Reviews in the
right-most column of the respective product.
4. To export the report, set the Export to list to either CSV or Excel, and click
Export.
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Tag Reports
Tag Reports
The Tag reports list the tags created during the specified time period, and provide insight into which customers are tagging products, which products are getting tagged, and which tags are the most popular. Customers Products Popular
To run the report: 1. In the Admin panel, select Reports > Tags > Customers. You will be redirected
to Customers Tags report, which includes the following: Customer ID First name Last name Total Tags (created by a single customer) Action (lets you view all tags created by the customer)
2. To view product tags created by a customer, select Show Tags from the rightmost column of the respective customer.
3. To export the report data, set the Export to list to either CSV or Excel, and
click the Export button.
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Tag Reports
To run the report: 1. From the Admin panel, select Reports > Tags > Products. You will be
redirected to report page.
2. Click the Show Tags link on the right to view each tags generated for a product,
the number of times it has been used, and from which store view.
4. To export the report data, set the Export to list to either CSV or Excel, and
click the Export button.
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Tag Reports
To run the report: 1. From the Admin panel, select Reports > Tags > Popular. You will be redirected
to the Popular Tags report page.
3. To export the report data, set the Export to list to either CSV or Excel, and
click the Export button.
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To run the report: 1. In the Admin panel, select Reports > Search Terms. You will be redirected to
the Search Terms report page.
2. To edit a search term, simply click the row. You will be redirected to the Edit
search term page.
3. To export the report data, set the Export to list to either CSV or Excel, and
click the Export button.
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Refresh Statistics
Refresh Statistics
It is important to use the Refresh Statistics tool to generate the data necessary for reporting. Sales Reports may not be available until you use the Refresh Statistics. Whats more, Reports may simply be blank if you have not run Refresh Statistics at least once recently.
To refresh statistics: 1. From the Admin panel, select Reports > Refresh Statistics. You will be
redirected to Refresh Statistics page.
2. Check all statistics that you need to process. 3. Select the time period from the Actions list at the top right. Your options are:
Refresh Statistics for the Last Day Refresh Lifetime Statistics
Refresh Statistics
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CHAPTER 23:
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Importing Data
Importing Data
The following instructions explain how to import data into your Magento Go store from a comma-separated value (CSV) file.
To import a product or customer: 1. From the Admin panel, select System > Import/Export > Import.
Import Settings
4. Click Choose File and locate the CSV file in your file system.
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Importing Data
Note: The total size of uploadable files must not exceed 110 MB and must be saved with UTF-8 encoding. Check your spreadsheet or database application documentation for information about saving a CSV file with UTF-8 encoding.
5. Click Check Data to validate the uploaded file. Then, do one of the following:
If the file is valid, a "File is valid!" message appears. To import the data, click the Import button. If the file contains errors, you are notified of the errors and given the opportunity to skip the rows with errors. To continue importing valid data, click the Import button.
To confirm a successful import: 1. From the Admin panel, click System > Tasks Notifications. A successful import
generates a notification confirming the customer or product import.
3. Repeat this step for your imported customers list by navigating to Customers >
Manage Customers.
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Importing Data
To import a Configurable Product: 1. Create the configurable product record, as well as the associated simple products
according to the requirements described above.
2. Before importing the data, enter the following values in the respective columns of
the associated simple products, as well as the configurable product record: Column _type _super_products_sku _super_attribute_code Value configurable The SKU of the associated product. The name of the attribute that is being used as the Super Attribute. The attribute properties must be set to the following: Scope: Global Input Type: Dropdown Use to Create Configurable Product: Yes _super_attribute_option The name assigned to an option in the Super Attribute. For example, you can use shoe_size as a Super Attribute with options of 10, 11, and 12 to make a price correction of +1, +2, or +3. This is a dollar amount that can be added for Super Attribute options which need price adjustments.
_super_attribute_price_corr
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Importing Data
Step 1:
Step 2:
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Importing Data
Step 3:
Step 4:
To import your images: 1. From the Admin panel, go to System > Import/Export > Import. 2. In the Entity Type list, select Product Images. 3. Click the Choose File button to select your zipped product image file on your
hard drive.
4. Click the Upload Images button to import your images into Magento Go. When
the import is complete, you will receive a Validation Results message . Your data is now in the queue, waiting to be processed. It may take a while, so be patient. You can check the status by refreshing the page. If you are still not able to see your edited products or new images, try refreshing the search index.
To refresh the search index: 1. Go to Catalog > Search Indexing. 2. Click the Refresh Index button.
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Exporting Data
Exporting Data
The best way to become familiar with the structure of your customer and product information is to export the data and open it in a spreadsheet. Once you become familiar with the process, you will find that it is an efficient way to manage large amounts of data. To export customers:
1. From the Admin panel, click System > Import/Export > Export.
2. Set the Entity Type list to Customers. The system generates entity attributes
that are relevant to customers.
3. Scroll down and click the Continue button to export the data to a CSV file. 4. Open the file in your favorite spreadsheet, and edit as needed.
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Exporting Data
To export products: 1. From the Admin panel, click System > Import/Export > Export. 2. Set the Entity Type list to Products. The system generates a list of entity
attributes that are relevant to your products. By default, all attributes are exported to the CSV file. In the Entity Attributes list, select the Skip check box for any attributes that you want to exclude from the CSV file. You can use the Filter controls to limit the records exported.
3. Scroll down and click the Continue button to export the data to a CSV file. 4. Open the saved file in your favorite spreadsheet and edit as needed.
Tip: The Macintosh version of Microsoft Office supports multiple CSV file formats. When saving your CSV file, be sure to save it as a CSV (MS Windows) file type.
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Step 2:
Step 3:
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Common Issues
Missing or Incorrect Values The most common problem store owners experience with importing CSV files is missing values or incorrect values. During the import process, Magento Go checks your data to ensure that its correct. It will report which rows and items are missing or incorrect. Be sure to go back and fix these issues. Duplicated Products Another common problem is duplicated products. Currently, if a product that youre importing already exists in your catalog it will duplicate this. To avoid this issue, be sure that youre either importing to an empty catalog or that you arent re-importing products that you already have online.
Custom Attributes
Custom attributes are any attributes that you create yourself. Attributes can be created for organization and product management, as well as to be used for comparing certain types of products. For example, a store carrying electronics, including hard drives, would certainly want to create a disk space attribute that would be used to define and compare hard drive storage sizes.
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Step 2:
Step 3:
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Notes:
_______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________
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CHAPTER 24:
Site Maintenance
There will be times when its necessary to perform maintenance on your site. In this chapter, you will learn how to display a temporary splash page while your site is temporarily unavailable. Topics covered include: Removing the Under Construction message Working in Maintenance Mode Task Notifications
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Maintenance Mode
Maintenance Mode
Maintenance mode can be used when your site is under construction, or when changes are being made. It adds a splash page to let visitors know that your site is undergoing maintenance. When working on your site, it is recommended that you block access to the store. It is better to alert customers that changes are being made, rather than disrupt their experience with technical difficulties. Displaying a 503 page while in Maintenance Mode alerts search engines that your site still exists, and prevents them from removing your site from their index.
To use Maintenance Mode: 1. In the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under General, select Maintenance Mode. 3. Click to expand the Maintenance Mode Options section.
System > Configuration > General > Maintenance Mode > Maintenance Mode Options
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Task Notifications
5. Set Maintenance Mode Page to 503 Service Unavailable. 6. In the Whitelist field, enter your IP address, so you will be permitted access to
your store while others are redirected to the Services Unavailable page. Note: With the CMS Pages > Content Management option, the 503 page may be customized to make it more visitor friendly.
Task Notifications
A bank of completed tasks and updates are sent to the Task Notification section. There is also an option to connect Task Notifications to an email address.
To manage task notifications: 1. From the Admin panel, select System > Task Notifications. 2. In the list, select the checkbox of each messages you want to remove, or mark as
read. Or, you can use the following links: Select All / Unselect All Select Visible / Unselect Visible
3. In the Actions menu select either Remove or Mark as Read. 4. Click the Submit button.
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Task Notifications
Notes:
_______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________
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CHAPTER 25:
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To create a custom robots.txt file: 1. From the Admin panel, select System > Configuration > Design. 2. Click to expand the Search Engine Robots section.
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4. Set Reset to Default to No. 5. Click the Save Changes button to save the new configurations.
Examples
Imagine that you have a store with a set of pages and folders that you dont want indexed by all search engine bots. The pages and folders you may want to prevent from being indexed are:
/terms-of-service.html /special-offers.html /referral-discounts.html /customer/ /review/ /media/
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426
URL Keys
URL Keys
URL rewrites help keep your product and category page URLs readable for visitors and manageable by search engine indexing spiders. Every time you create a new product or category, a name-based URL is automatically generated. Your first experience with URL rewrites will likely be on the General Product Information page when you add a new product. The URL key is actually a static URL. When you create a product, a default URL key is created from the product name. For example, the URL Key for Funky Green Aviator Hat is funky-greenaviator-hat. User friendly URL: http://mymagentostore.com/apparel/accessories/funky-green-aviator-hat.html One can better appreciate this by understanding a little technical fact about databases: they dont like fancy descriptive titles; they prefer dry, unique identifiers. When you create a new product, a database row with a unique product ID is generated. This also applies to categories and subcategories. With URL rewrites, users dont have to see this. System based URL: http://mymagentostore.com/catalog/product/view/id/150
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URL Rewrites
URL Rewrites
A URL rewrite changes a dynamic URL to one that is static, readable, and search engine friendly. Take a look at Figure 1 for a good comparison. A dynamic URL is generated in real time, and contains a query string that may include variables such as product ID, sort order, and the page where the request was made. A static URL is a fixed address to the page. Your online store must be optimized for both customers and search engines. Static, readable URLs make it easier for customers to find products, navigate through your store, and bookmark products. They are also critical in helping index your site in search engines. Search engines use spiders or bots to scour the Web, searching for pages to index. As they crawl through your site, they identify relevant key words, and a myriad of other factors, which are ultimately used to determine the ranking of your site.
To change a product URL: 1. From the Admin panel, click Catalog > Manage Products. 2. From the Manage Products page, find the product youd like to modify in the list.
If you have hundreds of products, do a filtered search using the column inputs at the top of the table. Then click Edit link in the right-most column of that product.
3. Say you decide this hat is not as funky as it initially seemed. Marketing research
tells you this product will sell better with the keyword, party hat so you decide to re-brand the product. No problem, simply change your product Name and URL key both found under General tab. Note: Youll notice a checkbox under URL key labeled Create Permanent Redirect for old URL. It is recommended to leave this checked. It will redirect
428
URL Rewrites
links from the old URL (i.e. /funky-green-aviator-hat.html) to the new one (i.e. /green-aviator-party-hat.html). This is important because somebody might have linked to this product using the old URL. When they request the old URL, they will be redirected to the new page. This helps your search engine rankings, because it prevents it from being considered as duplicate content.
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To install a third-party script: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under General, select Design. 3. Click to expand the Footer section. Then, paste the script directly into the
Miscellaneous HTML box.
To refresh search indexing: 1. From the Admin panel, select Catalog > Search Indexing. 2. Click the Refresh button.
When complete, the embedded code will be available on your site.
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Google Sitemap
Google Sitemap
One way to improve your stores indexing by search engines is to create a sitemap. A sitemap is essentially an index of all the pages on your site, including catalog pages, product pages, and content pages.
Your sitemap should be updated as frequently as the content on your site changes, which could be daily, weekly, or monthly. The frequency and priority for each type of content is determined by your system configuration.
Step 1:
3. In the Filename field, enter: sitemap.xml 4. Click the Save & Generate button to create the sitemap.
To view the sitemap, click the Link for Google. To update the sitemap, click the Generate link.
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Google Sitemap
Step 2:
To submit your sitemap to Google Webmaster Tools: 1. Go to Google Webmaster Tools and do one of the following:
Log in to your existing account. Create a new account, and log in.
2. After you log in to your account, click the Add a Site button.
Add a Site
3. When prompted, enter your store address (i.e. mystore.gostorego.com) and click
Continue.
4. Do one of the following to verify that you are the owner of the site:
Add a DNS record to your domain If you manage your domain, you can create a new DNS record to prove domain ownership. Add a meta tag to your Home page To add a Meta tag, go to System > Configuration > Design > HTML Head and type the text in the Miscellaneous Scripts box.
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Google Sitemap
5. After your site has been verified, it will appear in the Sites list. Click the name of
your store to display the Sitemap Dashboard.
Submit a Sitemap
7. Enter the path to the Google Sitemap that you created for your store.
You can find the path at Catalog > Google Sitemaps, in the Link for Google column. Google adds your store domain as a prefix, so you only need the second part of the URL, after the dot com. It will look something like this: /media/xxxx/sitemaps/sitemap.xml If might help to copy and paste the full link into Notepad, and then copy only the part that you need.
8. Verify that the link to the sitemap is working correctly, and that the URLs have
been added to Google Webmaster Tools. It will show the number of pages indexed, according to your sitemap.
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Google Sitemap
To configure the frequency of the update: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Catalog, select Google Sitemap. 3. Click to expand the Categories Options section, and do the following:
a. Set the Frequency of the update to one of the following: Always Hourly Daily Weekly Monthly Yearly Never
b. Set the Priority of the scan to a value between 0.0 and 1.0.
4. Click to expand the Products Options section, and set the Frequency and
Priority, as needed.
5. Click to expand the CMS Pages Options section, and set the Frequency and
Priority, as needed.
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Google Sitemap
To set the operating parameters: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Catalog, select Google Sitemap. 3. Click to expand the Generation Settings section, and make any changes
necessary.
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Google Analytics
Google Analytics
Google Analytics provides detailed statistics about your website visitors, as well as information about the effectiveness of your marketing campaigns. For field descriptions, see: Configuration: Google API - Google Analytics
Step 1:
1. Go to the Google Analytics site and click Sign Up Now to create your account. 2. Next, create a new profile for your Magento Go store. When prompted for your
store address, enter one of the following: yourstore.gostorego.com your own custom domain
3. Click the Finish button to save your profile. 4. When the tracking code instructions page appears, record your Web Property ID.
You will need it to complete the next step.
Step 2:
1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Sales, select Google API. 3. Click to expand the Google Analytics section. Then, do the following:
a. Set Enable to Yes. b. In the Account Number field, type your Web Property ID. Make sure to include the UA- suffix that precedes the number. The format of the Web Property ID is: UA-########-##. The number can be found on your Google Analytics account page, and also in the Google Analytics code for your site.
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Google Analytics
To configure your store for Google Website Optimizer: 1. From the Admin panel, select System > Configuration. 2. In the Configuration panel on the left, under Sales, select Google API. 3. Click to expand the Google Website Optimizer section. 4. To activate Google Website Optimizer, set Enable to Yes. 5. Click the Save Config button to save your changes.
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Google Analytics
Notes:
_______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________ _______________________________________________________
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Appendices
Glossary Editor Toolbar Buttons Shipping Carriers Country Codes Payment-Related Services Payment Service Providers Payment Gateways Product System Attributes Customer System Attributes Translating Your Store
Appendices
439
Appendix A:
Glossary
above the fold The web page content that is immediately visible in the browser window; section of a page that is displayed without the need to scroll. Administrative panel; back office; private section of store where orders, catalog, content, and configurations are managed. The text that is displayed in place of an image when the user is unable to view the image. The visible text that is anchored to another page or page section; the literal text of a hyperlink. Application Program Interface: A software interface that lets third-party applications read and write to a system using programming language constructs or statements. A characteristic or property of a product; anything that describes a product. Examples of product attributes include color, size, weight, and price. To give a service permission to perform certain actions or to access resources. Product price, less coupons or discounts, plus freight and applicable taxes. The average is determined by adding the beginning cost of inventory each month, plus the ending cost of inventory for the last month of the period. Promotional graphics displayed either horizontally on the top of a web page or vertically on the left or right margins. Website advertisements are often displayed as banners. Business to Business: A type of business transaction between two business entities that are not the final consumers of the goods or services. Business to Consumer: Business transactions between a business entity and a consumer.
Admin panel
alt text
anchor text
API
attribute
authorization
banner
B2B
B2C
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Appendix A: Glossary
batch processing
To perform a task or make a change to multiple items all at once, without manual repetition. The percentage of visitors to your site that leave without viewing any other pages. A unique identity that defines a particular product or group of products. A navigation aid that helps the user to keep track of their location within your store. A retail business with a permanent physical location, as opposed to being entirely virtual. A hyperlink that fails to send the user to its intended web page. The canonical meta tag redirects search engines to the correct URL, when seemingly duplicate content is encountered on the server. The process of converting the authorized amount into a billable transaction. Transactions cannot be captured until authorized, and authorizations cannot be captured until the goods or services have been shipped. A person who opens a credit card account and is authorized to make purchases. A set of products that share particular characteristics or attributes. A marketing term that indicates a goal has been reached. If the goal is to sell a product, conversion is reached when a visitor to your site becomes a buyer. The percentage of visitors who are converted into buyers. The process of gathering the payment and shipping information that is necessary to complete the purchase of items in the shopping cart. In the final step, the customer reviews and places the order.
bounce rate
brand
breadcrumb
broken link
canonical URL
capture
cardholder
category
conversion
conversion rate
checkout process
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Appendix A: Glossary
CMS
Content Management System: A software system that is used to create, edit, and maintain content on a website. Comma Separated Values: A type of file used to store data values which are separated from each other by commas. Card Verification Method: A way to verify the identity of the customer by confirming a 3-digit or 4-digit credit card security code with the payment processor. A document issued by the merchant to a customer to write off an outstanding balance because of overcharge, rebate, or return of goods. Cascading Style Sheets: A style sheet language that controls the appearance of HTML documents; a way to control the appearance of text, graphics, lists, links, and all other elements on a web page. The address of a website on the web; what the customer types in their browser address bar to access the store. The process for subscribing email recipients by requiring them to take a secondary step to confirm that they want to receive emails. A web page that displays different content depending on the user request. A term or phrase used in a search to filter for content that is of significant importance to that term or phrase. Frequently Asked Questions. Short for favorites icon; a 16x16 or 32x32 pixel icon associated with a website; is displayed in the browser address bar and next to the site name in a bookmark list. Freight On Board: A shipping term indicating who is responsible for paying transportation charges.
CSV
CVM
credit memo
CSS
domain
double opt-in
dynamic content
keyword
FAQ favicon
FOB
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Appendix A: Glossary
fulfillment gateway
The process of managing customer shipments. A transaction bridge between a customer and a payment processing service that is used to transfer money between the customer and the merchant. The difference between the cost and price of a product. The first home page a visitor sees when they access your website URL. Considered the most important page on your website according to search engine indexers. HyperText Markup Language: A standard for tagging and structuring text, images, videos, and other media on a web page. A document that provides a detailed description of a purchase, including products purchased, quantity, price, shipping cost, sales tax, and total. A scripting language used with HTML to produce dynamic effects and interactions on web pages. A page on your site where a visitor arrives after clicking a link or advertisement. The value and authority transferred from one web page to another via hyperlinks (or links). Link juice affects a websites page rank, a factor used to rank a search engine results page. A set of configurations that defines the users language, country, tax rate, and other settings. The process of signing into an online account. The amount subtracted from the original price of a product. A percentage added to the cost of an item to determine the retail price. An account with a bank or financial institution that makes it possible to accept credit card transactions.
gross margin
home page
HTML
invoice
JavaScript
landing page
link juice
locale
login markdown
markup
merchant account
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Appendix A: Glossary
meta tags
Information in a web page that is not displayed on the page itself, but is used by search engines to determine the page title, description, and page keywords. The primary group of web page links that a customer uses to navigate around the website; the navigation links to the most important categories or pages on an online store. The process by which a user consents to receiving emails from an online store. A document that is usually included in a shipped package that describes the contents. Packing slips do not include financial or account information. A service that charges your customers credit cards and sends the funds to your merchant account, for deposit into your business bank account. Payment Card Industry: Refers to debit and credit cards and their associated businesses. A written sales contract between a buyer and seller that describes the merchandise or service to be purchased from a vendor. A document that explains the merchants policies for handling customer information. A method used to alert browsers and search engines that a page has been moved. 301 Redirect: Permanent change 302 Redirect: Temporary change
navigation
opt-in
packing slip
payment gateway
PCI
privacy policy
redirect
relative link
A hyperlink that includes only the address of the linked page that is relative to the linking page, rather than the full URL. A document that explains the merchants rules regarding the return of products by customers. A file placed on a website that tells search engine crawlers which pages not to index.
return policy
robots.txt
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Appendix A: Glossary
RSS feed
Really Simple Syndication: A technology that creates web content syndication and allows web users to subscribe to product feeds, websites, and blogs. Software as a Service: A software delivery model where the vendor provides the software and hosting environment, and customers pay for the service by subscription or per use. Information that is used by the SSL protocol to establish a secure connection. Search Engine Optimization: The process of improving a websites search engine rankings in order to increase valued visitors. Settlement occurs when the acquiring bank and the issuer exchange funds and the proceeds are deposited into the merchant account. A company that transports packages. Common carriers include UPS, FedEx, DHL, and USPS. A grouping of products that the customer wishes to purchase at the end of their shopping session. A page that provides search engines with an efficient, alternate route through your site. Stock Keeping Unit: A number or code assigned to a product to identify the product, options, price, and manufacturer. A promotional page with a product or advertisement; normally displayed before the home page. A validation and security mechanism that identifies the merchant and encrypts credit card and other sensitive information. Content that does not change frequently. See also dynamic content.
SaaS
security certificate
SEO
settlement
shipping carrier
shopping cart
sitemap
SKU
splash page
SSL certificate
static content
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Appendix A: Glossary
static block
A fixed content block that can be displayed on various content pages in a store. A package that contains graphics and appearance information, and customizes the look and feel of the store. A notification email sent to the customer when a transaction is processed. Uniform Resource Locator: The unique address of a page on the internet. Refers to the degree to which a product or service is easy to use by its customers. What You See Is What You Get: An editor that displays formatted text as it will appear in its final published form. Extensible Markup Language: A markup format derived from SGML that it used to format information for publication and distribution.
theme
transactional email
URL
usability
WYSIWYG
XML
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Appendix B:
Format
Font Family
Font Size
Character Format
Button Description Bold
Italic
Underline
Strikeout
Subscript
Superscript
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Special Characters
Button Description Insert Symbol
Color
Button Description Select Text Color
Paragraph Format
Button Description Left Justify
Center
Right Justify
Full Justify
Outdent
Indent
Blockquote
448
Lists
Button Description Bulleted (Unordered) List
Rules
Button Description Insert Simple Horizontal Rule
Remove Link
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Tables
Button Description Insert / Modify Table
Remove Column
Layers
Button Description Insert New Layer
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Editing Tools
Button Description Undo
Redo
Cut
Copy
Paste
Find
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Button
Mark as Insertion
Citation
Abbreviation
Acronym
Help
Coding Tools
Button Description Remove Formatting
Workspace Preferences
Button Description Toggle Fullscreen Mode
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Appendix C:
Shipping Carriers
This appendix contains detailed configuration instructions for the following shipping carriers: UPS USPS FedEx (Deprecated) FedEx DHL
We frequently make updates and add new service providers, so please visit our Knowledge Base for the most current information.
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UPS
UPS
System > Configuration > Sales > Shipping Methods United Parcel Service offers shipping services domestic and international to more than 220 countries. UPS delivers letters, documents, packages by land and air.
Step 1:
Step 2:
Then, complete the following: Mode: Set to Live to send data to the UPS shipping system over a secure connection. (While working in Development mode, data is not transmitted over the network.) Gateway XML URL: Set the URL that is used to connect with UPS while sending requests by XML file.
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UPS Set the region where the shipment originates. rates with UPS. Shipper Number: If you have negotiated special rates with UPS, type the six-digit number assigned to you by UPS.
d. Set Weight Unit to the system used for measuring product weight in your store. The weight system supported by UPS varies by country. If in doubt, ask UPS which weight system you should use. Options include: LBS KGS
e. Set Pickup Method to one of the following: f. Regular Daily Pickup On Call Air One Time Pickup Letter Center Customer Counter
g. Set Minimum Package Weight to the amount supported by UPS. The weight is based on the standard unit of measurement used by shipping carriers in your locale. In the United States, the weight is represented in ounces and pounds. h. Set Calculate Handling Fee to one of the following: Fixed: Percent: To calculate shipping based on a fixed rate. To calculate shipping based on a percentage of the order amount.
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Appendix C: Shipping Carriers i. Set Handling Applied to one of the following: j. Per Order Per Package
UPS
In the Allowed Methods list, select each UPS method offered to your customers. The methods appear under UPS during checkout. (Hold the Ctrl key down to select multiple options.)
k. Set Free Method to the type of UPS service you want to use for offers of free shipping. l. Set Free Shipping with Minimum Order Amount to one of the following: Enable: To offer free shipping based on a minimum order. Then, type the Minimum Order Amount for Free Shipping. Disable: To not offer free shipping based on a minimum order.
m. In the Displayed Error Message box, type the message customers see if UPS shipping becomes unavailable. n. Set Ship to Applicable Countries to one of the following: All Allowed Countries Specific Countries If applicable, set Ship to Specific Countries to each country where your customers are allowed to ship by UPS. (Hold the Ctrl key down to select multiple options.) o. Set Debug to Yes to create a log file with the details of UPS shipments made from your store. p. Set Show Method if Not Applicable to one of the following: Yes: To list all UPS shipping methods to customers, regardless of their availability. No: To list only the methods which are available to customers.
q. In the Sort Order field, type a numeric value to determine the order in which UPS appears when listed with other shipping methods during checkout. The number with the highest priority is 0, which puts it at the top of the list.
5. When complete, click the Save Config button to save your changes.
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USPS
USPS
System > Configuration > Sales > Shipping Methods United States Postal Service is the independent postal service of United States government. USPS offers shipping services to domestic and international, including letters, postcards, packages, documents, and packages by land and air.
Step 1:
Step 2:
In the Size list, select the option that describes the typical package shipped from your store: Regular Large Oversize
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Appendix C: Shipping Carriers g. Set Machinable to one of the following: Yes: No: If your typical package can be processed by machine. If your typical package must be processed manually.
USPS
h. Enter the Maximum Package Weight that you will ship by USPS. By default, this field is set to 70. You can leave the value as it is unless you have special arrangements with USPS. i. In the Calculate Handling Fee list, select one of the following methods: Fixed Fee Percent
The handling fee is an additional charge that is added to the shipping cost. It is optional and not shown to the customer. In the Handling Applied list, select one of the following: Per Order Per Package
In the Handling Fee field, enter the handling fee value either a fixed amount or percentage depending on which you selected in Calculate Handling Fee field. j. In the Allowed Methods list, select each USPS method offered to your customers. The methods will appear under USPS during checkout. (Hold the Ctrl key down to select multiple options.) k. Set the Free Method list to the method you want to use for free shipping. l. Set the Free Shipping with Minimum Order Amount to one of the following: Enable: To provide free shipping for orders that meet the minimum amount specified. Then, in the field below, enter the Minimum Order Amount for Free Shipping. Disable: To not provide free shipping based on a minimum order amount.
m. In the Displayed Error Message box, type the message customers see if USPS shipping becomes unavailable.
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Appendix C: Shipping Carriers n. Set Ship to Applicable Countries to one of the following: All Allowed Countries Specific Countries
USPS
If applicable, set Ship to Specific Countries to each country where your customers are allowed to ship by USPS. (Hold the Ctrl key down to select multiple options.) o. Set Show Method if Not Applicable to one of the following: Yes: To list all USPS shipping methods to customers, regardless of their availability. No: To list only the methods which are currently available.
p. Set Debug to Yes to create a log file of USPS shipments. q. In the Sort Order field, type a numeric value to determine the order in which USPS appears when listed with other shipping methods during checkout.
4. When the configuration is complete, click the Save Config button to save
settings.
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FedEx
FedEx
System > Configuration > Sales > Shipping Methods FedEx offers shipping services domestic and international to more than 220 countries which include delivering letters, documents, packages by land and air. To offer this shipping method to your customers, you need to setup an account with FedEx.
Step 1:
Step 2:
d. Set Sandbox Mode to one of the following: Yes: No: To enable Sandbox Mode to test the configuration. To disable Sandbox Mode when ready to offer FedEx shipping on your site. e. In the Packaging list, select the container type that you typically use to package the products ordered from your store. f. In the Dropoff list, select the pick-up method you will be using for delivery. You can determine this based on the deal you have established with FedEx.
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FedEx If you are doing a high volume of shipments, it is cost-effective to arrange for regular pickups. To call and request a FedEx courier to pick-up shipments. To drop off shipments at your nearby FedEx drop box.
Request Courier:
Drop Box:
Business Service Center: To drop off shipments at your local FedEx business service center. Station: Tot drop off shipments at your local FedEx station.
The handling fee is an additional charge that is added to the shipping cost. It is optional and not shown to the customer. h. Set Handling Applied to one of the following: i. Per Order Per Package
In the Handling Fee field, enter the handling fee as either a fixed amount or percentage, depending on which method you have chosen to use. Set Residential Delivery to one of the following: Yes No
j.
k. In the Allowed Methods list, select each FedEx method offered to your customers. The methods will appear under FedEx during checkout. (Hold the Ctrl key down to select multiple options.) l. Set the Free Method list to the method you want to use for free shipping. following: Enable: To provide free shipping for orders that meet the minimum amount specified. Then, in the field below, enter the Minimum Order Amount for Free Shipping. Disable: To not provide free shipping based on a minimum order amount.
m. Set the Free Shipping with Minimum Order Amount to one of the
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FedEx
n. In the Displayed Error Message box, type the message customers see if FedEx shipping becomes unavailable. o. Set Ship to Applicable Countries to one of the following: All Allowed Countries Specific Countries
If applicable, set the Ship to Specific Countries list to each country where your customers are allowed to ship by FedEx. (Hold the Ctrl key down to select multiple options.) p. Set Debug to Yes to create a log file of FedEx shipments. q. Set Show Method if Not Applicable to one of the following: Yes: To list all FedEx shipping methods to customers, regardless of their availability. No: r. To list only the methods which are currently available.
In the Sort Order field, type a numeric value to determine the order in which FedEx appears when listed with other shipping methods during checkout.
4. When the configuration is complete, click the Save Config button to save
settings.
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DHL
DHL
System > Configuration > Sales > Shipping Methods DHL offers shipping services internationally only offering services by air and ocean freight, road and rail transportation, and international mail services to its customers to more than 220 countries.
Step 1:
Step 2:
e. Set Shipment Type to one of the following: Letter: Package: If most of your shipments are letters. If most of your shipments are packages.
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Appendix C: Shipping Carriers f. (Optional) The handling fee appears as an additional charge added to the shipping cost. If including a handling fee, do the following: a) Set Calculate Handling Fee to one of the following: Fixed Percent
DHL
b) Set Handling Applied to one of the following: Per Order Per Package
g. In the Package Description field, type a description of the typical package shipped. The default is Big Box. h. Enter the Handling Fee amount, based on the method you have chosen to calculate the amount. i. If the charge is based on a fixed fee, enter the amount as a decimal. For example: 4.90 If the charge is based on a percent. For example, to charge 6%, enter: .06
If your shipments are subject to international duty charges, set Shipment Dutiable to Yes.
j.
Enter the Maximum Package Weight to be shipped by DHL. By default, the weight is set to 150lbs, which is the maximum accepted.
k. Set Shipment Duty Payment Type to identify the party who is responsible to pay international duty charges. Options include: Sender: Receiver: Third Party: l. The party sending the package pays the duty. The party receiving the package pays the duty. The duty is paid by another person or company.
In the Allowed Methods list, select each DHL method offered to your customers. The methods will appear under DHL during checkout. (Hold the Ctrl key down to select multiple options.)
m. In the Displayed Error Message box, type the message customers see when DHL shipping becomes unavailable.
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Appendix C: Shipping Carriers n. To configure free shipping, do the following: a) Select the Free Method you want to use for free shipping. b) Set Free Shipping with Minimum Order Amount to one of the following: Enable: Disable: To offer free shipping based on minimum order. To not offer free shipping based on minimum order.
DHL
c) In the Minimum Order Amount for Free Shipping field, type the smallest order total that qualifies for free shipping. o. To provide additional protection for shipments, set Additional Protection Enabled to Yes. Then, do the following: a) In the Additional Protection Min Subtotal field, enter the smallest order subtotal that qualifies to receive additional protection. b) Set Additional Protection Value to one of the following: Configuration Then, in the Additional Protection Configuration Value field, type the amount of additional protection to offer. Subtotal Subtotal with Discount
c) To determine the exact value that is used to qualify for additional protection, set Additional Protection Value Rounding Method to one of the following: To Lower To Upper Round
p. Set Shipment Contains Hazardous Materials to one of the following: Yes: No: Shipments contain hazardous materials. Shipments do not contain hazardous materials.
q. Complete the following to describe the size of your default package: Default Package Length Default Package Width Default Package Height
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Appendix C: Shipping Carriers r. Complete the following to specify each day of the week that you ship packages. (Hold the Ctrl key down to select multiple options.) Domestic Shipment Days International Shipment Days
DHL
s. Set Ship to Applicable Countries to one of the following: All Allowed Countries Specific Countries If applicable, set the Ship to Specific Countries list to each country where your customers are allowed to ship by DHL. (Hold the Ctrl key down to select multiple options.) t. Set Show Method if Not Applicable to one of the following: Yes: To list all DHL shipping methods to customers, regardless of their availability. No: To list only the methods which are currently available.
u. Set Debug to Yes to create a log file of DHL shipments. v. In the Sort Order field, type a numeric value to determine the order in which DHL appears when listed with other shipping methods during checkout.
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Appendix D:
Country Codes
This partial list of country codes is provided for your convenience. You can find the complete list online, using your favorite search engine. Argentina Australia Austria Belgium Brazil Canada China Denmark Finland France Germany India Italy Japan Mexico Netherlands New Zealand Norway Poland Spain United Kingdom United States AR AU AT BE BR CA CN DK FI FR DE IN IT JP MX NL NZ NO PL ES GB US ARG AUS AUT BEL BRA CAN CHN DNK FIN FRA DEU IND ITA JPN MEX NLD NZL NOR POL ESP GBR USA
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Appendix E:
Payment-Related Services
3D Secure Credit Card Validation Kount Fraud Detection
We frequently make updates and add new service providers, so please visit our Knowledge Base for the most current information.
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Note: Sage Pay Direct has 3D Secure Card Validation that is integrated within the Sage Pay Direct gateway itself. If youre using Sage Pay Direct, you dont need to read this article or set up this service module separately. Just make sure to enable and configure 3D Secure Card Validation in your Sage Pay Merchant account.
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Step 1:
Step 2:
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When you are ready to test the configuration and process test transactions, set Test Mode to Yes. When you are ready to go live with the 3D Secure Credit Card Validation payment service, set Test Mode to No.
c. To record the details of all exchanges between your Magento Go store and the 3D Secure Credit Card Validation payment service in a log file, set Debug to Yes. Note: In accordance with PCI Data Security Standards, credit card information is not recorded in the log file.
Step 3:
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Step 1:
For more information about opening a merchant account, visit the Kount website.
Step 2:
2. In the Configuration panel on the left, under Sales, click Payment Services. 3. Click to expand the Kount Fraud Detection section, and do the following:
a. Set Enabled to Yes. b. Enter your Kount Merchant ID from your Kount Fraud Detection merchant account. c. In the RIS Certificate field, select the RIS (Risk Inquiry System) certificate to upload. This is the RIS Certificate File that is requested in the Kount Agent Web Console (AWC). If not uploaded, the generic Kount Certificate is used. d. In the Certificate Password field, enter the password for the RIS Certificate. e. Set Test Mode as needed, to Yes or No.
4. When finished, click the Save Config button to save the settings.
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Appendix F:
We frequently make updates and add new service providers, so please visit our Knowledge Base for the most current information.
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CCAvenue
CCAvenue
System > Configuration > Sales > Payment Methods CCAvenue is a payment service provider that offers payment gateway services for merchants in India. To set up a CCAvenue payment gateway, first set up a merchant account, then configure it in your Magento Go store.
Step 1:
For more information about opening a CCAvenue merchant account, visit their website at www.ccavenue.com.
Step 2:
(Optional) Enter a Transaction ID prefix. If you do this, it is recommended that you assign the Transaction ID prefix once only and avoid changing it in the future.
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CCAvenue
e. In the Payment from Applicable Countries list, select the countries where this payment method can be used: All Allowed Countries: Customers from all countries in the default countries list can use this payment method. Specific Countries: Customers from only those countries selected in the Payment from Specific Countries list can use this payment method. Then in the Payment from Specific Countries list, select each country where the CCAvenue payment method is accepted. Note: To change the countries in the Allowed Countries list, see System > Configuration > General > Countries Options. f. In the Sort Order field, type a numeric value to determine the order in which CCAvenue appears when listed with other shipping methods during checkout. Enter 0 for the top of the sort order list, 1 for the second highest in the list, and so on. g. Set Test Mode to one of the following: Yes: No: To test the configuration in the sandbox and run test transactions. When youre ready to go live in production mode with CCAvenue.
h. Set Debug to Yes to create a log file of all exchanges between your store and CCAvenue. Note: In accordance with PCI Data Security Standards, credit card information is not recorded in the log file.
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Google Checkout
Google Checkout
System > Configuration > Sales > Google API Magento Go allows you to integrate your store with Google Checkout. With Google Checkout, customers can pay for purchases in their shopping cart using the Google Checkout payment processing system. Note: Be sure to sign up for a Google Checkout merchant account before starting the configuration of Google Checkout from the Admin panel of your Magento Go store.
Step 1:
For more information about opening a Google Checkout merchant account for your Magento Go store, see the Google Checkout website.
Step 2:
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Google Checkout
d. Set Secure Callback URL to Yes to enable real-time secure transmission of order information from your Magento Go checkout to Googles payment processing system. Note: This option must be set to Yes for live Google Checkout transactions. e. Set Debug to Yes to create a log file of all exchanges between your store and Google Checkout. Note: In accordance with PCI Data Security Standards, credit card information is not recorded in the log file. f. Enter the following credentials from your Google Checkout merchant account: Merchant ID: This option can be found on Google Checkout website at Settings > Integration. Merchant Key: This is a unique code used to secure communication between Google and your Magento Go store. The code verifies the integrity of any messages exchanged between your store and the Google Checkout system. It can be the URL of any CMS page, product page, or catalog page in your Magento Go store. If left blank, the customer is redirected to your Home page. g. Choose a Checkout Image Style from the available list. h. Select the Location for Google Checkout from the list of available options. i. In the New Order Status field, specify how you want processed orders to be identified. This setting is visible to the customer and is used for identification purposes. j. (Optional) You can specify a Continue Shopping URL where customers are redirected if they click the Continue Shopping link. If you leave this field blank, the URL redirects to your Home page. k. To hide shopping cart contents after the Google Checkout button is clicked, set Hide Cart Contents to Yes. (The shopping cart contents become visible again if the customer clicks Edit Cart.) l. If your checkout request is cut off because it is too big, set Disable Default Tax Tables to Yes.
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Paybox Direct
Paybox Direct
System > Configuration > Sales > Payment Methods Paybox Services provides merchant accounts and eCommerce payment services for merchants in Europe.
Step 1:
For more information about opening a Paybox merchant account, visit www.paybox.com.
Step 2:
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Paybox Direct
d. Set Debug to Yes to create a log file of all exchanges between your store and Paybox Direct. Note: In accordance with Payment Card Industry Data Security Standards (PCI DSS), credit card information is not recorded in the log file. a. When you are ready to go live with the Paybox Direct payment method, set New Order Status to Processing. b. Set Payment Action to one of the following: Authorize Only: To authorize the transaction, but not transfer money to your account. Authorize and Capture: To authorize the transaction and also transfer money to your account. c. In the Credit Card Types list, select each credit card that can be used with this payment method. d. In the Payment from Applicable Countries list, select the countries where this payment method can be used: All Allowed Countries: Customers from all countries in the default countries list can use this payment method. Specific Countries: Customers from only those countries selected in the Payment from Specific Countries list can use this payment method. Then in the Payment from Specific Countries list, select each country where Paybox Direct is accepted. Note: To change the countries in the Allowed Countries list, see System > Configuration > General > Countries Options. e. In the Sort Order field, type a numeric value to determine the order in which Paybox Direct appears when listed with other shipping methods during checkout. Enter 0 for the top of the sort order list, 1 for the second highest in the list, and so on.
3. When finished, click the Save Config button to save the settings.
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Appendix G:
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Appendix H:
Payment Gateways
Magento Go supports a wide range of payment gateways that provide secure processing of online transactions in all parts of the world. This Appendix provides step-by-step configuration instructions for the following gateways: Authorize.Net Braintree Card Gate Plus CyberSource (SOAP Toolkit) DIBS Payment Services eWAY Direct First Data Global Gateway Web Service API Ogone DirectLlink PAYONE PSiGate SagePay Direct
We frequently make updates and add new service providers, so please visit our Knowledge Base for the most current information.
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Authorize.Net
Authorize.Net
System > Configuration > Sales > Payment Methods Authorize.Net is a payment gateway that gives merchants the ability to accept credit card and electronic check payments quickly and inexpensively. This article explains how to set up Authorize.Net for your Magento Go store.
Step 1:
For more information about opening an Authorize.Net merchant account, visit www.authorize.net.
Step 2:
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Authorize.Net
c. In the Title field, enter an appropriate title to identify this payment method during the checkout process of your Magento Go store, or use the default. d. Set Payment Action to one of the following: Authorize Only: After an order is submitted, Authorize.Net authorizes the transaction. Your Magento Go store administrator must log in to the merchant account on Authorize.Net to capture the transaction. Authorize and Capture: A payment is authorized and captured on the Authorize.Net site, and the back end of your Magento Go store generates an order and an invoice. e. Enter the API Login ID for your Authorize.Net merchant account. f. Enter the Transaction Key for your Authorize.Net merchant account.
g. Set Test Mode to one of the following: Yes: If you are ready to test the configuration and process test transactions. No: If you are ready to go live with the Authorize.Net.
h. Set Debug to Yes to create a log file of all exchanges between your store and Authorize.Net. i. In the Accepted Currency list, select each currency that is accepted as payment in your store. j. If you want to email the customer when the order is processed, set Email Customer to Yes. k. In the Merchants Email field, enter the email address of your store. l. In the Credit Card Types list, select each credit card which can be used with this payment method. (Hold the Ctrl key down to select multiple options.) m. To require that customers enter a card verification code (CVC), set Credit Card Verification to Yes. The Card Verification Value, also known as the Card Security Code, provides an additional level of security for online transactions. n. In the Payment from Applicable Countries list, select the countries where this payment method can be used:
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Authorize.Net Customers from all countries in the default countries list can use this payment method. Customers from only those countries selected in the Payment from Specific Countries list can use this payment method. Then in the Payment from Specific Countries list, select each country where Authorize.Net is accepted.
Specific Countries:
Note: To change the countries in the Allowed Countries list, see System > Configuration > General > Countries Options. o. Set Enable 3D Secure Card Validation on Frontend to Yes to provide an additional level of fraud protection. p. In the Minimum Order Total and Maximum Order Total fields, specify the minimum and maximum order totals that qualify for this payment method. If an order exactly matches the minimum or maximum total, it qualifies for this payment method. q. In the Sort Order field, type a numeric value to determine the order in which Authorize.Net appears when listed with other shipping methods during checkout. Enter 0 for the top of the sort order list, 1 for the second highest in the list, and so on.
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Braintree
Braintree
System > Configuration > Sales > Payment Methods Braintree merchants can accept payment in 134 local currencies and choose to settle in up to 21 different currencies. As an online merchant, the advantage to you of using Braintree is that your customers can save credit card information on file. If you use Braintrees Vault feature, you can also use saved credit card information when placing orders as your stores administrator working from your stores back office. After the information is saved, only the last four digits of the credit card are visible. This article explains how to set up Braintree for your Magento Go store.
Step 1:
Step 2:
2. In the Configuration panel on the left, under Sales, click Payment Methods. 3. Click to expand the Braintree section, and do the following:
a. Set Enabled to Yes. b. In the Title field, enter the name for this payment method that customers will see during checkout. By default, the title is set to Braintree. c. Set Payment Action to one of the following:
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Braintree The payment is authorized by Braintree but not captured until you generate the invoice for the order. The payment is authorized by Braintree and the transaction is processed immediately.
Sale:
d. Enter the following credentials from your Braintree merchant account: Environment Merchant ID Public Key Private Key
e. Set Enable Vault to Yes or No, according to your preference. For more information, see www.braintreepayments.com. f. In the Credit Card Types list, select each credit card that can be used with this payment method. g. In the Sort Order field, type a numeric value to determine the order in which Braintree appears when listed with other shipping methods during checkout. Enter 0 for the top of the sort order list, 1 for the second highest in the list, and so on.
4. When finished, click the Save Config button to save the settings.
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Step 1:
For more information about opening a Card Gate Plus merchant account, visit www.cardgate.com.
Step 2:
2. On the Payment Methods tab, click to expand the Card Gate Plus section. Then,
do the following: a. Set Enabled to Yes. b. In the Title field, enter the name for this payment method that customers will see during checkout. By default, the title is set to Card Gate Plus. c. Enter the following credentials from your Card Gate Plus merchant account: Site ID Hash Key
d. In the Payment from Applicable Countries list, select the countries where this payment method can be used:
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Card Gate Plus Customers from all countries in the default countries list can use this payment method. Customers from only those countries selected in the Payment from Specific Countries list can use this payment method. Then in the Payment from Specific Countries list, select each country where the Card Gate Plus payment method will be accepted.
Specific Countries:
Note: To change the countries in the Allowed Countries list, see System > Configuration > General > Countries Options. e. In the Sort Order field, type a numeric value to determine the order in which Card Gate Plus appears when listed with other shipping methods during checkout. Enter 0 for the top of the sort order list, 1 for the second highest in the list, and so on. f. Set Test Mode to one of the following: Yes: No: To test the configuration in the sandbox and run test transactions. When ready to go live in production mode Card Gate Plus.
g. Set Debug to Yes to create a log file of all exchanges between your store and Card Gate Plus. Note: In accordance with Payment Card Industry Data Security Standards (PCI DSS), credit card information is not recorded in the log file.
3. When finished, click the Save Config button to save the settings.
Note: When a customer places an order, they will be redirected to Card Gate Pluss checkout page where they enter their credit card information.
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Step 1:
Step 2:
1. Log in to the CyberSource Business Center. 2. In the left panel, click Account Management. Then, click Transaction Security
Keys and do the following: a. Select Security Keys for the SOAP Toolkit API. b. Click Generate Key.
Step 3:
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d. In the Security Key field, paste the transaction security key that was generated in Step 2. e. In the Merchants Email field, enter the email address that is associated with your CyberSource merchant account. f. Set Email Customer to one of the following: Yes: To send the customer an Email Receipt for each transaction processed by the Virtual Terminal. No: To not send the customer an Email Receipt for each transaction processed by the Virtual Terminal. Note: This setting has no effect on transactional email messages sent from your Magento Go store. g. Set Payment Action to one of the following: Authorization: To authorize the transaction but not transfer funds to your account. Sale: To authorize the transaction and also transfer funds to your account. h. In the Credit Card Types list, select each credit card that can be used in your store with this payment. i. If you want to require that customers enter a card verification code (CVC), set Credit Card Verification to Yes. j. In the Payment from Applicable Countries list, select the countries where this payment method can be used: All Allowed Countries: Customers from all countries in the default countries list can use this payment method. Specific Countries: Customers from only those countries selected in the Payment from Specific Countries list can use this payment method. Then in the Payment from Specific Countries list, select each country where the CyberSource payment method is accepted. Note: To change the countries in the Allowed Countries list, see System > Configuration > General > Countries Options.
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k. If you accept payments from Japan, set Enable Japanese Payment Options to Yes. Then, select one of the following options from the JPO Payment Method list: Single Payment Bonus Payment Installment Then, enter the Number of Installment Payments as 0-9. l. Revolving Payment
Set Test Mode to one of the following: Yes: No: To test the configuration in the sandbox and run test transactions. When ready to go live in production mode CyberSource.
m. Set Debug to Yes to create a log file of all exchanges between your store and CyberSource. Note: In accordance with PCI Data Security Standards, credit card information is not recorded in the log file. n. In the Sort Order field, type a numeric value to determine the order in which CyberSource appears when listed with other shipping methods during checkout. Enter 0 for the top of the sort order list, 1 for the second highest in the list, and so on.
3. When finished, click the Save Config button to save the settings.
To set up your test account: 1. Follow the instructions on the CyberSource site to register for a test account. 2. Select Test Mode.
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Step 1:
For more information about opening a DIBS Payment Services merchant account, visit their site at www.dibspayment.com.
Step 2:
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d. (Optional) Enter a Transaction ID prefix. If you do this, it is recommended that you assign the Transaction ID prefix once only and avoid changing it in the future. e. Set Test Mode to one of the following: Yes: No: To test the configuration in the sandbox and run test transactions. When ready to go live in production mode with DIBS Payment Services. f. Set Debug to Yes to create a log file of all exchanges between your store and DIBS Payment Services. Note: In accordance with PCI Data Security Standards, credit card information is not recorded in the log file. g. Set Payment Action to one of the following: Authorize Only: To authorize the transaction, but not transfer money to your account. Authorize and Capture: To authorize the transaction and also transfer money to your account. h. In the Credit Card Types list, select each credit card which can be used with this payment method. Accepted credit card types include American Express, Visa, MasterCard, JCB, Switch/Maestro, and Other. i. If you want to require customers to enter a card verification code (CVC), set Credit Card Verification to Yes. The Card Verification Value, also known as the Card Security Code, provides an additional level of security for online transactions. j. In the Accepted Currency list, select each currency that is accepted as payment in your store. k. In the Payment from Applicable Countries list, select the countries where this payment method can be used: All Allowed Countries: Customers from all countries in the default countries list can use this payment method. Specific Countries: Customers from only those countries selected in the Payment from Specific Countries list can use this payment method. Then in the Payment from Specific Countries list, select each country where the DIBS Payment Services is accepted.
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Note: To change the countries in the Allowed Countries list, see System > Configuration > General > Countries Options. l. In the Sort Order field, type a numeric value to determine the order in which DIBS Payment Systems appears when listed with other shipping methods during checkout. Enter 0 for the top of the sort order list, 1 for the second highest in the list, and so on.
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eWAY Direct
eWAY Direct
System > Configuration > Sales > Payment Methods eWAY offers a multitude of payment processing services for merchants based in Australia. This article explains how to configure the eWAY Direct payment method for your Magento Go store.
Step 1:
Step 2:
2. On the Payment Methods tab, click to expand the eWAY Direct section. Then,
do the following: a. Set Enabled to Yes. b. In the Title field, enter the name for this payment method that customers will see during checkout. By default, the title is set to: eWay Direct. c. In the Customer ID field, enter the eWAY Customer ID associated with your merchant account. d. In the Accepted Currency list, select each type of currency that is acceptable as payment in your store. e. Set Debug to Yes to create a log file of all exchanges between your store and eWAY Direct. Note: In accordance with PCI Data Security Standards, credit card information is not recorded in the log file. f. In the Credit Card Types list, select each credit card that can be used with this payment method. g. If you want to require that customers must enter a card verification code (CVC), set Credit Card Verification to Yes.
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eWAY Direct
h. In the Payment from Applicable Countries list, select the countries where this payment method can be used: All Allowed Countries: Customers from all countries in the default countries list can use this payment method. Specific Countries: Customers from only those countries selected in the Payment from Specific Countries list can use this payment method. Then in the Payment from Specific Countries list, select each country where the eWAY Direct is accepted. Note: To change the countries in the Allowed Countries list, see System > Configuration > General > Countries Options. i. In the Sort Order field, type a numeric value to determine the order in which eWAY Direct appears when listed with other shipping methods during checkout. Enter 0 for the top of the sort order list, 1 for the second highest in the list, and so on.
3. When finished, click the Save Config button to save the settings.
To set up your test account: 1. Follow the testing instructions on the eWAY website to activate your test account. 2. Then, set Test Mode to Yes to begin testing.
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Step 1:
Step 2:
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a. To activate this payment method, set Enabled to Yes. b. In the Title field, enter an appropriate title to identify this payment method during checkout. c. Choose the Certificate file that you downloaded from the First Data software download center. d. (Optional) Enter a Transaction ID prefix. If you do this, it is recommended that you assign the transaction ID prefix once only and avoid changing it in the future. e. Set Test Mode to one of the following: Yes: No: f. To test the configuration in the sandbox and run test transactions. When ready to go live in production mode with First Data Global.
Set Debug to Yes to create a log file of all exchanges between your store and First Data Global. Note: In accordance with PCI Data Security Standards, credit card information is not recorded in the log file.
g. Set Payment Action to one of the following: Authorize Only: After an order is submitted, First Data Global Gateway Web Service authorizes the transaction. Your Magento Go store administrator must log in to the merchant account for First Data Global Gateway Web Service to capture the transaction. Authorize and Capture: A payment is authorized and captured on the First Data Global Gateway Web Service site, and the back-end of your Magento Go store generates an order and an invoice. h. In the Credit Card Types list, select each credit card that can be used with this payment method. Accepted credit card types include: American Express, Visa, MasterCard, and JCB. i. If you want to require customers to enter a card verification code (CVC), set Credit Card Verification to Yes. The Card Verification Value, also known as the Card Security Code, provides an additional level of security for online transactions.
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In the Payment from Applicable Countries list, select the countries where this payment method can be used: All Allowed Countries: Customers from all countries in the default countries list can use this payment method. Specific Countries: Customers from only those countries selected in the Payment from Specific Countries list can use this payment method. Then in the Payment from Specific Countries list, select each country where First Data Global is accepted. Note: To change the countries in the Allowed Countries list, see System > Configuration > General > Countries Options.
k. In the Sort Order field, type a numeric value to determine the order in which First Data Global appears when listed with other shipping methods during checkout. Enter 0 for the top of the sort order list, 1 for the second highest in the list, and so on.
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Ogone DirectLink
Ogone DirectLink
System > Configuration > Sales > Payment Methods Ogone is a leading European Payment Service Provider that offers payment services to more than thirty-five countries. Setting up the Ogone payment gateway for your Magento Go store is a three-step process. Step 1: Set up an Ogone merchant account. Step 2: Configure Ogone from the Admin panel of your Magento Go store. Step 3: Set up the Ogone Payment Bridge to provide access from the IP address of your store.
Step 1:
For more information about opening an Ogone merchant account, visit www.ogone.com.
Step 2:
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Ogone DirectLink
3. Click to expand the Ogone Direct Link section. Then, do the following:
a. Set Enabled to Yes. b. Set Test Mode to one of the following: Yes: No: To test the configuration and process test transactions. When ready to go live with Ogone Direct Link.
c. In the Title field, enter an appropriate title to identify this payment method in the checkout settings of the Payment Information page of your Magento Go online store. d. Complete the PSPID, USERID, PSWD, and SHA-IN Pass phrase fields with the account information provided by Ogone. e. In the Payment Action field, choose how you want payments to be authorized: Authorization: After an order is submitted, Ogone authorizes the transaction. Your Magento Go store administrator must log in to the merchant account on Ogone and capture the transaction. Direct Sale: A payment is authorized and captured on Ogones site, and the backend of your Magento Go store generates an order and an invoice. f. In the Credit Card Types field, select the credit card types to accept. Options include American Express, Visa, MasterCard, Discover, and Other (other card types approved by Ogone). g. In the Payment from Applicable Countries list, select the countries where this payment method can be used: All Allowed Countries: Customers from all countries in the default countries list can use this payment method. Specific Countries: Customers from only those countries selected in the Payment from Specific Countries list can use this payment method. Then in the Payment from Specific Countries list, select each country where the Ogone payment method is accepted. Note: To change the countries in the Allowed Countries list, see System > Configuration > General > Countries Options.
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Ogone DirectLink
Step 3:
To cancel an order: 1. From the Admin panel, go to Sales > Orders. 2. Find the order in the list, and in the first column, select the checkbox. 3. In the upper-right, set the Actions list to Cancel. Then, click the Submit button.
The Status of the order changes to Canceled.
4. Complete the cancellation process from your Ogone merchant account, according
to the instructions provided by Ogone.
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PAYONE.de
PAYONE.de
System > Configuration > Sales > Payment Methods PAYONE is a leading payment service provider based in Germany. The company offers a Shop Module plug-in to their Finance Gate system that is designed specifically for the Magento platform.
Step 1:
Step 2:
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Appendix H: Payment Gateways d. Set Test Mode to one of the following: Yes: No: To test the configuration and process test transactions.
PAYONE.de
e. Set Debug to Yes to create a log file of all exchanges between your store and PAYONE. Note: In accordance with PCI Data Security Standards, no credit card information is saved in the log file. f. Set Payment Action to one of the following: Authorize Only: Authorizes the transaction but does not transfer money to your account. Authorize and Capture: Authorizes the transaction and also transfers money to your account. g. In the Credit Card Types list, select each credit card that can be used with this payment method. h. If you want to require customers to enter a card verification code (CVC), set Credit Card Verification to Yes. i. In the Accepted Currency list, select each currency that is accepted as payment in your store. j. In the Payment from Applicable Countries list, select each country where the PAYONE payment method is accepted. k. In the Sort Order field, type a numeric value to determine the order in which PAYONE appears when listed with other shipping methods during checkout. Enter 0 for the top of the sort order list, 1 for the second highest in the list, and so on.
504
PSi Gate
PSi Gate
System > Configuration > Sales > Payment Methods PSiGate Merchant Services provides merchant accounts and eCommerce payment services for merchants in the United States and Canada.
Step 1:
For more information about opening a PSiGate merchant account, visit: www.psigate.com
Step 2:
d. Set Payment Action to one of the following: Authorize Only: The payment is authorized by PSiGate but not captured until you generate the invoice for the order. Sale: The payment is authorized by PSiGate and the transaction is immediately processed. e. Set Debug to Yes to create a log file of all exchanges between your store and PSiGate.
505
PSi Gate
Note: In accordance with Payment Card Industry Data Security Standards (PCI DSS), credit card information is not saved in the log file. f. Set Test Mode to one of the following: Yes: No: To test the configuration and process test transactions. To go live with the PSiGate payment method.
g. In the Credit Card Types list, select each credit card which can be used with this payment method. h. If you want to require customers to enter a card verification code (CVC), set Credit Card Verification to Yes. i. Type in the Minimum Order Total and Maximum Order Total to specify the order amount range that qualifies to use this payment method. j. In the Sort Order field, type a numeric value to determine the order in which PSiGate appears when listed with other shipping methods during checkout. Enter 0 for the top of the sort order list, 1 for the second highest in the list, and so on.
3. When finished, click the Save Config button to save the settings.
506
Step 1:
Step 2:
507
d. In the Title field, enter the name for this payment method that customers see during checkout. e. Set Operation Mode to one of the following: Simulator: To enter test transactions using a simulated Sage Pay account. Test: To enter test transactions using your Sage Pay merchant account, but without processing the transactions. Live: To go live with your Sage Pay merchant account. This is the final step after you complete all testing and are ready to process transactions. f. (Optional) Enter a Transaction ID prefix. If you do this, it is recommended that you assign the Transaction ID prefix once only and avoid changing it in the future. g. Set Debug to Yes to create a log file of all exchanges between your store and Sage Pay Direct. Note: In accordance with PCI Data Security Standards, credit card information is not recorded in the log file. h. In the Credit Card Types list, select each credit card that can be used with this payment method. i. If you want to require that customers enter a card verification code (CVC), set Credit Card Verification to Yes. The Card Verification Value, also known as the Card Security Code, provides an additional level of security for online transactions. j. If you want to enable an additional layer of fraud protection for your transactions, set 3D Secure Card Verification to Yes.
508
k. In the Payment from Applicable Countries list, select the countries where this payment method can be used: All Allowed Countries: Customers from all countries in the default countries list can use this payment method. Specific Countries: Customers from only those countries selected in the Payment from Specific Countries list can use this payment method. Then in the Payment from Specific Countries list, select each country where Sage Pay Direct is accepted. Note: To change the countries in the Allowed Countries list, see System > Configuration > General > Countries Options. l. In the Sort Order field, type a numeric value to determine the order in which Sage Pay Direct appears when listed with other shipping methods during checkout. Enter 0 for the top of the sort order list, 1 for the second highest in the list, and so on.
509
Appendix I:
General Attributes
Attribute Code name Description The name of the product. This name is visible on your product description page as well as anywhere this product is listed. It is used by customers to identify the product. Description of the product. This is an important field, especially as a selling tool, because it is the main way customers learn about the product. A shorter description of the product that customers will immediately see when viewing the product description page. The Stock-Keeping Unit. This is the unique product identification number that you would use to track this product and its quantity in your inventory system. The product weight in ounces. This field specifies the from date that the product is considered new, and would be featured in your new products listings. This field specifies the to date that the product is considered new, and would be featured in your new products listings. If this field is set to enabled, then the product will be available for purchase. If this field is set to disabled it will not be visible in the catalog. The URL key (or the product identifying portion) of the products web address. For example, if the URL key is my-sample-product, then the address might be Value Text Required Yes
description
String
Yes
short_description
Text
Yes
sku
Alphanumeric (A-Z,0-9)
Yes
weight news_from_date
Yes No
news_to_date
No
status
Binary (1, 0)
Yes
url_key
Text
No
510
Attribute Code
Description example.gostorego.com/category/my-sampleproduct.html
Value
Required
visibility
Specify whether this product is visible from the catalog, search, both, or neither. Values include: 0 (Not Visible Individually) 1 (Catalog) 2 (Search) 3 (Catalog, Search)
Numeric
Yes
gift_message_available This field specifies if a message can be included with this product purchase. Can be set to yes, no, or use config. Values include: Yes / No / Use Config is_imported Determines if this product can be included in product RSS feeds. Yes, No No Text No
Price Attributes
Attribute Code price special_price Description The price of the product. The special sale price for the product during the special sale period. This field specifies the from date that the product will be on sale for the special sale price. This field specifies the to date that the product will be on sale for the special sale price. Specify the tax class ID, which will determine which tax rules to apply to the product. The value is based on the id # next to each product tax class. enable_googlecheckout Determines if the product can be purchased using Google Checkout. This field can be set to either Yes or No. Yes, No No Value Numeric Numeric Required Yes No
special_from_date
No
special_to_date
No
tax_class_id
Integer
Yes
511
meta_keyword
Text
No
meta_description
Text
No
Image Attributes
Attribute Code image Description The URL (address) of the base image, or the main image of the product that is displayed when customer clicks the image in the description page. The URL (address) of the thumbnail image, or the product image shown in product listings. The URL (address) of the small image, or the image that will be displayed in the product description page. Value URL Required No
thumbnail
URL
No
small_image
URL
No
Design Attributes
Attribute Code custom_design Description If you want to use a custom design for the product description page, specify it in this field. The date to begin using the custom design for the product description page. The date to stop using the custom design for the product description page. Value Yes, No 55 No
custom_design_from
No
custom_design_to
No
custom_layout_update Use custom XML to modify the product description page layout. XML No
512
Description Specify the layout of the product description page using a predefined layout. Values include: No layout updates Empty 1 column 2 columns with left bar 2 columns with right bar 3 columns
Value Text
55 No
options_container
If this product has options, this field specifies whether these options will be displayed in the product information column or in the block below the price. Values include: Product Info Column / Block After Info Column
Text
No
Card-Specific Attributes
Attribute Code allow_open_amount Description Specify whether the dollar value of the gift card can be specified by the customer. The minimum gift card amount if the gift card allows open amounts. The maximum gift card amount if the gift card allows open amounts. Value Text Required Yes
open_amount_min
Numeric
No
open_amount_max
Numeric
No
Pre-loaded Attributes
Attribute Code color Description The color of the product. This is especially useful for identification and description when you have multiple colors of the same product. The cost of the product. (For internal purposes only.) The name of the manufacturer of the product. This field can be used by customers to narrow search results to specific manufacturers. Value Text Required No
cost
Numeric
No
manufacturer
Text
No
513
Appendix J:
To edit customer attributes: 1. From the Admin panel, select one of the following:
Customers > Attributes > Manage Customer Attribute Manage Customer Address Attributes
2. Select the customer attribute to be edited and set the properties, as needed, using
the list below for reference.
Input Validation
514
Input/Output Filter
Property Strip HTML Tags Description Removes any HTML coding entered into the field by customers or visitors to your site. Renders any HTML coding entered into the field inoperable.
Frontend Properties
Show on Frontend: Select Yes to show this attribute field in your store.
Description The website to which the customer is associated. The default options are either Admin or Main Website. Customers who are also associated with Admin cannot log in and make purchases from your store. The customer group to associate this customer with. The default customer groups in Magento Go are General and Retailer, but these can be customized. Precedes the customers first name and is part of their full name. Examples: Mr., Mrs., Miss, Ms., Rev. The customers first, or given, name. The customers middle name or initial. The customers last, or family, name. The name suffix that follows the customers full name, often providing additional information about the person. Examples: Ph.D., J.D., Pharm.D., K.B.E. Customers email address.
Required Yes
group_id
string
Yes
prefix
string
No
string
Yes
515
Date of birth, formatted as MM/DD/YY Tax or VAT ID number of customer. Customer gender.
No No No
Yes No Yes No
company
string
No
street
string
Yes
516
Appendix K:
To change the locale of a view: 1. From the Admin panel, select System > Configuration. 2. In the upper-left corner, set the Current Configuration Scope to the store view
that needs to be translated.
3. On the General configuration page, click to expand the Locale Options section.
517
Locale Options
1. Set Locale to the new language for the store view. 2. Click Save to save your changes.
Catalog
Content such as Categories and Products are created by you, so they cannot be translated using the system configuration method. However, Magento Go provides a process to make the translation as easy as possible.
To translate categories: 1. In the Admin panel, select Catalog > Manage Categories. 2. In the Choose Store View list in the right column, select a language. 3. Select a category or sub-category from the category tree in the left column. 4. Deselect the Use Default Value boxes of the fields, such as Name,
Description, and Page title, for all values you want to translate.
5. Enter the translated content into the necessary fields; for example:
Furniture:Muebles
6. When you finish translating the category, click the Save Category button to
save your changes.
518
Products
To translate your products: 1. From the Admin panel, select Catalog > Manage Products. 2. Click to open the product record that you want to translate. 3. In the Choose Store View list in the right column, select a language. 4. Deselect the Use Default Value boxes of the fields, such as Name, Description,
and Page title, for all values you want to translate.
5. Enter the translated content into the necessary fields. Be sure to convert the Meta
Information and Descriptions if necessary.
CMS Content
CMS content cannot be translated in the same way that catalog content can be translated. Duplicate pages, blocks, banners, and polls must be created for each language.
To translate CMS Pages: 1. From the Admin panel, select CMS > Pages > Manage Content. 2. Click the Add New Page button to create your new, duplicate page. 3. In the Page Information section, select your language in the Store View field, to
assign this page to the store view.
4. Complete the rest of your duplicated page and click the Save Page button to save
your changes.
519
Static Blocks
To translate a Static Block: 1. From the Admin panel, select CMS > Static Block. 2. Click the Add New Block button to begin creating your translated Static Block. 3. In the Page Information section, select your language in the Store View field, to
assign this Block to the store view.
4. Complete the content and click the Save Page button to save your changes
Banners
To translate a banner: 1. From the Admin panel, select CMS > Banners. 2. Click the Add New Banner button to create your banner to translate. 3. From the Banner Properties page, select the Content tab in the left column. 4. In the Store View Specific Content box deselect the Use Default box next to the
language into which the banner will be translated.
5. In the drop-down box, use the insert tools to add your banner.
Polls
To translate polls: 1. From the Admin panel, select CMS > Polls. 2. Click the Add New Poll button to begin translating your poll. 3. In the Poll Information section, select your language in the Visible In field, to
assign this poll to the store view.
4. Complete the rest of your poll and click the Save Page button to save your
changes.
520
Index
# of Items v. Destination, 329 &Copy;, 113 .html suffix, 197 .ico, 87 Banner, 115 Gift Card, 16 New Page, 96 New Tax Rate, 375 New Template, 138 Node, 106 Subcategory, 180 Tags, 15, 131 Tier, 246 Tracking Number, 315 Add to Cart, from Wishlist, 136 Compare, 12, 121 Wishlist, 13, 125, 136 additional information, attribute, 275 Add-Ons, 41 address bar, browser, 87 Adjustment Fee, 323 Adjustment Refund, 323 Admin Login, 2, 19, 37 password, 27 panel, 37, 440 permissions, 54 search tools, 172 URL, 2 Admin UI, Advanced Configuration, 45 Administrator permissions, 54 Advanced Search, 13, 150, 153, 156, 167 speed, 153 Allow Countries Store Information, 46 Allow Dynamic Media URLs, 258 Gift Message, 244 HTML tags on Frontend, attribute, 289 Open Amount, gift card, 213 Allowed Currencies, 48
1 Column, 97, 114 2 Columns with Left Bar, 78, 97, 114 2 Column with Right Bar, 79, 80, 97, 114 3 Columns, 79, 97, 114 301 Redirect, 444 302 Redirect, 429, 444 3D Secure Credit Card Validation, 353 Configure, 469 404 Page Not Found page, 91 503 Service Unavailable, 91, 420, 421
A
A record, 30 Abandoned Carts Report, 392 About Us page, 90, 105 above the fold, 12, 440 accept orders, 46 accessibility, 85 account Admin locked, 54 customer register, 64 Magento, 3, 25 account dashboard, 25 action controls, 172, 174 action, price rule, 120 Actions list, 174 Actions, catalog price rule, 298 Actions, shopping cart price rule, 302 Active Domain, 31 Active From / To custom theme, product, 260 Add
521
Index
Alt tag, 103 Alt text, 85, 440 anchor category, 182, 184, 186 anchor text, 440 Apache, 32 API, 440 Append Complex Data, 408 Apply To attribute, 287 As Low as, Price View, 236 Associate to Website, customer account, 71 associated products configurable product, 224 grouped product, 221 attribute, 153, 156, 167, 223, 275, 440 create, 282 optimize, 415, 417 product, 22 quick reference, 278 value, 184 Attribute Code, 282, 285 Attribute Frontend Properties, 167 attribute group create, 228, 292 attribute properties, 185, 224, 282, 285 for layered navigation, 186 configurable product, 224 attribute set, 223, 275 configurable product, 227, 229 create, 290 groups, 292 authorization, 440 Authorize.Net, 354 configure, 482 average inventory cost, 440 Banner Rotator, 119 Base Image, 250 placeholder, 251 Batch processing, 441 Bestsellers Dashboard, 43 Report, 393 billing information, checkout, 17 Block after Info Column, 260 block, content, 89 blog, 5 Bounce rate, 441 Braintree, 354 configure, 485 brand, 441 advocates, 125 branding, 30, 89 breadcrumb, 441 breadcrumb trail, 177, 178 configure, 178 brick and mortar, 441 broken link, 441 Bundle product 203 create, 235 Items, 237
C
canonical URL, 441 capture, 441 Card Gate Plus, 355 configure, 487 cardholder, 441 data, protection of 480 Card-Specific Attributes, 513 carriers, 23 Cash on Delivery configure, 344 Cash on Delivery Payment, 341 catalog catalog structure, 179, 199 catalog, category structure, 180 translating, 518 catalog images resize, 254 Catalog Input Type for Store Owner, 224, 282, 286 Catalog menu, 38 Catalog New Product List, 119 catalog price rules 120, 293, 294 conditions, 296 create, 294
B
B2B, 440 B2C, 440 back office, 37, 172 backorders, 319, 265 backup, content, 96 Balance, gift card, 216 Bank Transfer, 341 Bank Transfer Payment configure, 342 banner, 79. 96, 114, 440 create, 115 type, 114, 116 translating, 520
522
Index
catalog search, 149 use of dynamic media URLs, 258 Catalog Search Settings, 152 categories, 441 categories, create, 180 Categories, Product Information, 267 category, 156 assign product to, 208 configuration, 196 delete, 183 depth, 196 image, 177 move, 183 navigation, 156, 177 page, 11 products, 194, 267 structure, 267 URL, 177, 197 URL Suffix, 198 category design date range, 192 Category Display Settings, 182 Category View Optimization, 195 catelog price rule actions. CCAvenue, 356 Configure, 474 Change Theme, 82 Chapter/Section, 108 Character Format, editor buttons, 447 Check / Money Order 341 configure, 346 Checkbox, input type, 238 checkout 9, 17 configure, 222 cross-sell, 270 shipping methods, 326 terms and conditions, 312 Checkout Options, 64 Checkout process, 441 PayPal Access, 68 checkout, faster, 63 Choose Plan, 28 Choose Store View, 60 CMS, 89, 442 Block, category, 190 content, translating, 519 Home page, 100 menu, 40 page, 105 Page Hierarchy, 110 pages, 106 Static Block create, 111 Code Pool, gift card, 215 Coding Tools, editor buttons, 452 Color, 244 editor buttons, 448 column header, sort by, 173 column layout, 12, 80 change, 121, 123 Combined gift card, 212, 214 Comma Separated Value file, 407 community, 125 Comodo, security certificate, 32 Comparable on Front-end, attribute, 288 Compare Products, 121 Enable Feature, 123 Report, 122 show block, 121 Complex products, 201 Conditions and Actions, 293 Conditions, catalog price rule, 120, 296 shopping cart price rule, 301 Configurable product 203 create, 223 import, 409, 410 inventory settings, 233 Configuration Super Product Attributes, 233 Web, 113 configuration utilities, 41 Contact Information, 20, 26 Contact Us 52 configure, 53 content, 11, 89 area, 78 area, banner in, 116 create new page, 96 editing, 92 user-generated, 126 content blocks, create, 111 Content Heading, 94, 98 Content Management, 110 content management system, 89 content page breadcrumb trail, 178 manage, 105 organize, 105 parent/child, 105 conversion, 8
523
Index
conversion rate, 441 Copy from Configurable, 229, 231 copyright notice, 113 country, 46 country codes, 467 coupon code 16 apply, 321 Coupons Report, 391 Create an Account PayPal Access, 67 Create Empty, 229, 231 Create Permanent Redirect for old URL, 428 Create Product Settings, 201, 209 credit cards, 22 credit memo, 323, 442 create, 323 Cross-sell, 16, 270 CSS, 39, 101, 255, 442 CSS Editor, 21, 80, 84 CSS stylesheet, 94 CSV Files 145, 170, 407, 412, 413, 417, 442 Customer, 417 product, 415 currencies, 20 currency configure, 48 rates and symbols, 49 Current Configuration Scope, 61, 331 Current Theme, 83 Custom Design, 192 category, 192 Custom Email, 51 Custom Layout Update category, 193 product, 260 Custom Role, create, 56 Custom Theme, 193 category, 192 product, 259, 260 Custom Variable, 117, 139 Custom Variants and Options, 223, 271 with Simple product, 208 Customer Account Dashboard, 127 PayPal Access, 68 Wishlist, 136 Customer Account, 39, 63 create, 71 information, 63 customer activity, 38 Customer Address, 73 Customer Address Attributes, 516 customer engagement, 125 Customer Group 70 add new, 70 Tax Class, 380 Customer Reports, 396 Customers by Number of Orders, 396 Customers by Orders Total, 396 New Accounts, 396 Customer Reviews, 398 Customer Service, 17 Customer Service page, 90 Customer System Attributes, 514 Customer Tax Classes, 379 Add New, 379 Customers by Number of Orders, 397 Customers by Orders Total, 396 Customers Tags Report, 400 CVM, 442 CyberSource (SOAP Toolkit), 354 configure, 489 Test Account, 491
D
Dashboard, 19, 38, 169 configuration, 45 settings, 44 Search Terms, 171 Using, 42 Data Entry Properties, attribute, 278 Date, input type, 276 Decimal Number validation check, 287 Default attribute set, 290 Country, 46 Pages, 178 Home page, 100 robots, 424 store view, 62 Tax Destination Calculation, 371 Template, email, 138 Value, attribute, 286 Delete Category, 183 demo notice, 420 Description category, 188 Meta Data, 99 product, 256 Product Information, 256 Design, 21 Product Information, 259
524
Index
Design menu, 39 Design Settings Editor, 21, 84 DHL, 339 Configure, 463 DIBS Payment Services, 355 configure, 492 discount codes, 16 Display Demo Store Notice, 420 Display in Suggested Terms, 163 Display Mode category, 182, 190 Display Product Count layered navigation, 187 Display product options in, 260 Display Product Prices in Catalog, 372 Display Settings category, 182, 190 Display Shipping Prices, 372 DNS, 31, 432 documentation, 5 domain 442 configure, 31 name, 30 dot com, 30 double opt-in, 442 newsletter, 143 drop-down list, 223 Dropdown, input type, 185, 277, 238 Dynamic content, 119, 442 information, 89 Price, Bundle, 236 SKU, Bundle, 236 Weight, Bundle, 236 Dynamic Media URL, 103 product, 258 dynamic URL, 428 add new, 138 configure, 141 gift card notification, 214 Email validation check, 287 Emails Shipment, 318 embed video, 104 Enable Chapter/Section, 108 Cookies page, 91 Pagination, content page, 107 WYSIWYG, attribute, 289 encrypted channel, 17 Entity Attributes, 413 Entity Type, 412 Estimate Shipping and Tax, 16, 329 Flat Rate, 334 eWAY Direct, 356 configure. Test Account, 496 Excel, 170 Exclude, image, 250 Expiration Date, gift card, 216 Export 407, 413, 415 CSV, Table Rates, 331 newsletter subscribers, 145 search term report, 170 Express Checkout, PayPal, 357 extensions 34-36 eye-tracking, 10
F
FAQ, 442 favicon, 87, 442 FedEx, 339 Configure, 460 file conversion, 87 File/URL, 104 Filterable in layered navitatation, 186 filterable attributes, 185 filtered list, 184 filtered navigation, 13 First Data Global Gateway Web Service API 354 configure, 497 First Page After Login, 65 five stars, review, 126 Fixed Price, Bundle, 236 Price Type, 272
E
Edit Attribute Set, 290, 291 Editing Tools, editor buttons, 451 Editor, 101 toolbar, 101, 447 Email a Friend, 15, 125, 135 limits per hour, 135 email address store, 51 Email copy of invoice, 315 Email Options, 53 email template 137
525
Index
Product Tax, input type, 277 SKU, Bundle, 236 Weight, Bundle, 236 Fixed Product Taxes, 373, 374 Display Price Options, 374 Flat Rate, 328, 334 configure, 334 FOB, 442 footer, 16, 96, 150, 153, 154, 199, 430 links, 12, 112 Footer, banner in, 116 form search, 150 forum, community 4 Frame Skip, 108 Free Shipping, 328, 337 configure, 337 Frontend App, 96, 119 Frontend Properties, attribute, 275, 288 Frontend, Catalog Configuration, 157 fulfilling an order, 314, 443 Fullscreen button, editor 93 global marketplace, 20 Global Search, 172, 173 Glossary, 440 Go Anywhere Plan layered navigation, 185 Go Beyond Plan layered navigation, 185 GoDaddy, 31 security certificate, 32 Going Places Plan layered navigation, 185 Google Analytics, 169, 171, 436 API, 171 Checkout, 476247 configure, 436 create account, 436 Optimizer Scripts, 437 ranking, 126 Google Sitemap, 199, 431 Categories Options, 434 configure, 434 frequency, 431 Frequency, 434 generate, 431 Generation Settings, 435 Priority, 434 submit, 432 Google Webmaster Tools, 432 Google Website Optimizer, 195, 273, 437 configure, 437 grid format, search results, 156 Gross margin, 443 Grouped product, 203, 220 create, 220 guest checkout, 63, 64 subscription, newsletter, 143
G
Gateway, 443 General Attributes, 510 Contact, 51 Customer Attributes, 515 customer group, 70 Information, Category, 188 Product Information, 242 Generation Settings, Google Sitemap, 435 Get a Quote, 326 Get Going Plan layered navigation, 185 Gift Card 323 Accounts, 215 Balance, 216 Create, 212 Email Settings, 218 expiration date, 216 Gift Message, 214 History, 217 Information, 214 message length, 219 Pool, 215 Prices, 213 product, 202 Type, 214
H
header, 16, 78, 150, 178 banner in, 116 logo, 84 heading levels, content, 94 height, image, 255 hidden category, 189 Hierarchy Menu, 110 default layout, 110 hierarchy tree, page, 106 Hits, search term, 170 Home page, 8, 90, 443
526
Index
changing default page, 100 house list, 63 HTML, 78, 92, 94, 98, 101, 257, 443 HTML Head, 87, 430 Render Metadata, 108 HTML link, content, 103 https, 17, 32 Inventory, 207 settings, configurable product, 233 Inventory, Product Information, 261 invoice, 311, 443 Invoiced Report, 390 Invoicing, 314 IP address, 30 poll voting from, 134 Is Active category, 189 Is Anchor, 182, 184, 186, 190
I
image Alt text, 85 Attributes, 512 category, 188 size, product, 254 thumbnail, 14 images import, product, 411 Product Information, 249 Images and Media, editor buttons, 449 Import 407 Behavior, 408 Configurable product, 410 currency rates, 49 duplicate products, 415 product images, 411 Settings, 408 Importing Configurable Products, 409 Importing Data, 408 In feed, 244 In Stock, 210 Include in Advanced Search, 153 Navigation Menu, 189 Information Security Policy, 480 input controls, 22 attribute, 275 Input Type attribute, 276 Bundle Items, 238 Custom Variants and Options, 271 layered navigation, 185 Input Validation for Store Owner, 287 Insert Frontend Apps, 119 Insert Image, 102 content page, 99, 102 Insert Media, 104 Insert Variable, email, 140 Integer Number validation check, 287 internal links, in content, 101
J
JavaScript, 39, 443
K
keyword, 11, 442 keywords, 131 Meta Data, 99 Knowledge Base, 4 Kount Fraud Detection, 353 Configure, 472
L
Label and Values, attribute, 283 Labels and Options, attribute, 281 landing page, 126, 179, 199, 443 category, 182 search results, 161 language, 12, 46 changing, 61 configure, 47 in email, 138 Language Preference, 20 languages, 20, 59 launch store, 23 layered navigation, 11, 156, 177, 184, 190 attribute, 184, 275 configure, 187 filters, 185 Price Navigation Step, 187 Layers, editor buttons, 450 layout, 78 Left Column, banner in, 116 Letters validation check, 287 Lifetime, gift card, 214 link create, 101
527
Index
juice, 428, 443 online image, 102 URL, 101 Links and Anchors, editor buttons, 449 List Controls, 172, 173 Filters, 172, 173, 174 format, search results, 156 Mode, 158 Style, content menu, 109 Lists, editor buttons, 449 Locale, 443 changing, 517 Options, 47 locked account, 54 log in, 2, 443 Magento account, 25, 27 login credentials, 3, 19, 54 Login Options customer, 65 Login or Create an Account PayPal Access, 67 logo, 80 email, 86 files, 84 image size, 84 Image Alt, 85 page layout, 80 Low Stock Report, 264, 393, 395 Manufacturer, 244 markdown, 443 marketplace Magento Connect, 41 markup, 443 Maximal Depth, top navigation, 196 Maximum Qty Allowed in Shopping Cart, 261 Media button, 104 media file, 104 Media Storage, 98, 102, 116, 258 Menu Detalization, 109 Menu Layout, content, 109 Merchant Account, 443 merchant credibility, 66 Meta Data, 99, 110 Meta Description category, 181, 189 product, 248 Meta Information Attributes, 512 Product Information, 248 Meta Keywords category, 188 product, 248 Meta Tags, 444 Meta Title product, 248 Mini Shopping Cart, 15 Minimum Qty Allowed in Shopping Cart, 261 Miscellaneous HTML, 430 misspelled words, search term, 13, 161 moderate reviews, 128 Modern Theme, 80 Most Viewed Products, Dashboard, 43 Report, 393, 394 multiple copies, content, 96 multiple invoices, 314 Multiple Select, input type, 185, 238, 277 multiple stores products in, 266 My Customizations, 82 Go Extensions, 35 Orders, 15 Products and Services, 32, 35
M
Magento account, 25 Connect, 34 password, 27 Trusted Extensions badge, 35 Magento Go plan anchor categories, 185 Maintenance Mode, 91, 419, 420 Manage Attribute Sets, 290 Attributes, 168, 186, 275 Categories, 123, 180 Content, 92 Label / Options, 225, 281 Page Hierarchy, 105 Ratings, 129 Stock, 210, 261, 262 Stores, 59, 62 Tax Zones & Rates, 375
N
Name category, 188
528
Index
product, 242 navigation, 11, 131, 444, 177 column layout, 78 filtered, 13 Menu, 107, 108 nested pages, 108 New Accounts Report, 396 newsletter configuration, 142 confirmation, 143 menu, 40 subscribe, 12 Newsletters, 142 Next/Previous content page, 108 Nickname, of reviewer, 126 Node node, add, 105 Properties, 107 Not Logged In, customer group, 70 Number of Uses, Search Term, 163, 166 Numbers (0-9) validation check, 287 Orders, Invoices, Credit Memos Display Settings, 372 out of stock threshold, 263
P
packing slip, 444 padlock symbol, 17 Page Controls Search Results list, 156, 157 Page Hierarchy, 96, 105 configuration, 110 Page Information, 93 Add New Page, 97 page layout, 78, 97 banners, 114 category, 123, 193 product, 259, 260 Page Title category, 188 pages, content, 89 pagination, 105, 108 links, search results, 157 Paragraph Format, editor buttons, 448 Parent Category, 192 Parent Product Thumbnail, 222, 232 parent/child, content pages, 105 partial refunds, 323 password 25, 66 change, 27 Password Management customer account, 72 path to purchase, 8 Paybox Direct, 355 Configure, 478 Payflow Pro Gateway, PayPal, 359 Payment Bridge Styling, 353 payment gateway, 353, 444, 481 payment information, checkout, 17 Payment Methods, 341 payment received, 310 Payment Services, 353, 468, 473 Payments, 22 Payone.de, 355 configure, 503 PayPal, 22, 354, 357 account, 66 Getting Started, 360 Sandbox Account, 361-363 PayPal Access, 65, 66 PayPal Express Checkout Setting Up, 365
O
Ogone DirectLink, 355 configure, 500 one-to-many relationships, 203 Open Amount Value, gift card, 213 Open Link, Same Window, 113 optimize attributes import / export, 417 opt-in, 444 order cancel, 318 Complete, 311 Create new, 317 edit, 318 invoiced, 311 "On Hold", 319 Processing", 311 process, 310 review, 9, 17 shipped, 311 submitted, 310 Orders Creating, 317 Dashboard, 43 New, 317 Report, 390 Sales, 314
529
Index
PayPal Settlement Report, 391 PCI, 444 PCI Compliance, 22, 32 Guidelines, 480 Pending Review Status, 127 Percentage Price Type, 272 Permissions, 54 Physical gift card, 212, 214 place order, 9, 309 placeholders, product image, 250 plan, 21, 32, 59 upgrade, 28 PO, 444 Poll Answers, 133 configure, 134 Manager, 133 Question, 133 translating, 520 Polls, 125, 132 multiple, 132 Popular Search Terms, 150, 154 Report, 402 Tags, 12 Position, attribute, 289 Pre-loaded Attributes, 513 Presentation Properties, attribute, 280 Press Releases page, 105 Preview content page, 94 Price attributes, 511 input type, 185, 277 Range, Price View, 236 Rule Banners, 120, 305 Rules, 39, 275, 293 Step, layered navigation, category, 191 Type, Custom Variants and Options, 272 View, Bundle, 236, 239 Price v. Destination, 329 Prices, Product Information, 245 Privacy Policy, 16, 96, 112, 444 Proceed to Checkout, 16, 17 product additional information, 14 attributes, 167 assign to category, 267 catalog, 38 category, 180 compare, attribute, 275 Detail page, 8, 14, 178 description, 14 list, 8, 12, 156 category, 182 properties, 185 reviews, 125, 126, 399 troubleshooting, 240 types, 201 URL, change, 428 URL Suffix, 198 variations, 223 product image placeholders, 250, 251 watermarks, 252 Product in Website, 207 Product Info Column, 260 Product Information, 241 Product Listing Sort By, 158 Product Relationships, 268 Product Reports, 393 Bestsellers, 393 Low Stock, 393 Most Viewed, 393 Products Ordered, 393 Product System Attributes, 510 Product Tax Classes, 377 Add New, 377 Product Thumbnail Itself, 222, 232 Product Type Properties, attribute, 278 Product View Optimization, 273 Products 22 translating, 519 in Cart Report, 392 Ordered Report, 393, 394 per Page, 158 Tags Report, 401 promotion, 11, 294 Promotions menu, 39 PSi Gate, 354 configure, 505 Published, status, 100 purchase order, 341, 444 configure, 348
Q
Qty Increments, 265 Quantity Below, 264 Quantity Increments, 262 Query Length, Search, 152
530
Index
query text, 156 Quick Access Links, 12 Search, 150, 151, 156, 167 Simple Product Creation, 229, 230 approve, 127 moderate, 128 Reviews Reports, 398 Customer Reviews, 398 Product Reviews, 398 Right Column, banner in, 116 robot, 423 Robots.txt, 199, 423, 444 sample file, 426 role, Admin access, 54 root category, 62, 179 RSS Feed, 244, 445 Rules and Comparison Properties, attribute, 279 Rules, editor buttons, 449
R
Radio Button, input type, 238 ranking, Google, 126 improve, 154 rating system create, 129 review, 126 Recently Viewed Products, 15, 119 Redeemable, gift card, 214 Redirect, 444 URL, Search Term, 166 Refresh, 83, 430 Index, 175, 412, 415 Statistics, 404 Search Index, 175 Refund Offline, 323 Shipping, 323 to Store Credit, 323 refunds, 322, 323 Refunds Report, 391 registered customers, 63 registrars, domain, 30 registration streamlined, 66 Related Banners, 293 Products, 14, 268 Promotions, banner, 120 Relative Link, 444 Remove, image, 250 Replace Existing Complex Data, 408 Reports, 389 menu, 40 Reset Filter, 194 resizing images, 254 resolution, logo, 84 Results Count, Search Suggestions, 152 Results, Search Term, 163, 170 Retail Tax Calculations, 375 Retailer, customer group, 70 Return Policy, 444 review order, 9 reviews
S
SaaS, 445 Sage Pay Direct, 355 configure, 507 sales charts, 43 email, configure 141 order 314 pending, 310 process, 10 representative, 51 Sales Report Filters, 391 Sales Reports, 390 Coupons, 390 Invoiced, 390 Orders, 390 PayPal Settlement, 390 Refunds, 390 Shipping, 390 Tax, 390 sample data, 90 sample pages, 89 Sandbox Account, PayPal setting up, 361 scope, 60, 266 attribute, 285 search, 13, 149 methods, 150 misspellings, 13 parameters, attribute, 275 Recommendations, 152 Suggestions, Enable, 152 query, 156, 163 suggestions, 13 synonyms, 13
531
Index
Search and Navigation Properties, attribute, 279 search box configuration, 151 search engine, 85, 89, 99, 131, 197, 423 ranking, 154, 428 results page, 423 robots, 424 Search Engine Optimizations, 155, 198 Search Index, Refresh, 175 Search Indexing, 172, 198 Search Results list, 13, 149, 156 Search Term Add New, 164 close match, 151 delete, 162 edit, 162 frequency, 151 Information, 159 suggestions, 151 Report, 159, 169 Search Terms, 13, 159 configure, 155 managing, 160 Related, 165 Report, 403 Top, 171 search tools, back office, 172 Search Weight, 167, 168 attribute, 288 seasonal promotion, 11 secure checkout, 32 security certificate 445 custom, 32 shared, 32 Select Range Dashboard, 42 select record, 174 self-serve, 63 SEO, 423, 445 SERP, 423 Set Input Validation for Store Owner, 283 Set Product as New from/to Date, 244 Settlement, 445 Share Wishlist, 136 Ship Bundle Items, 237, 239 ship order, 311 Shipment Email, 318 shipments, 316 Shipping, 23 & Handling Charges, 326 Carrier, 339, 445, 453 information, checkout, 17 Methods, 325 Table Rates, 333 Shipping Rates, 325, 328 Report, 390 Setting configure, 327 settings, 325 Shipping Settings, Origin, 327 Shop By, 156, 184 Shopping Cart 9, 16, 445 add products, 321 add Wishlist items, 321 previously orders items, 322 product thumbnail, 222 quantity, 263 update, 320 page, 270 thumbnail images, 232 Shopping Cart Price Rules, 120, 293, 299 create, 299 Shopping Cart Reports, 392 Abandoned Carts, 392 Products in Cart, 392 shopping experience, 14 Short Description product, 256 Show / Hide Editor, 98 Show per Page, 158 search results, 157 Show/Hide Editor, 92 Simple product, 201, 202 Create, 204 Sitemap, 199, 445 configure, 200 SKU, 242, 445 Bundle, 239 Custom Variants and Options, 272 Small Image, 250 placeholder, 251 Sort By category, 190 search results, 157 Special Characters, editor buttons, 448 Price, 13, 246 splash page, 420, 445 SSL, 32 Certificate, 32, 445 standalone products, 202
532
Index
star rating, 126 Start My Store, 19 start-up page, Admin Panel, 44 static block 446 category, 182 create, 111 translating, 520 Static Content, 445 Status product, 243 Published, 100 Stock Availability, 210, 265 Stop Further Rules Processing, 298 Store email addresses, 51 credit, 323 Information, 46 configure, 50 Name, 30, 50 URL, 2, 30 View 59, 266 Dashboard, 42 stores, multiple, 60 Styles and Fonts, editor buttons, 447 subcategories, 179 Submit Invoice, 317 subscribe, newsletter, 12 subscribers, managing, 145 subscription list, 142 newsletter, configuration, 142 suggestions, search, 13, 160 Super Attribute, 409, 410 Super Products Attributes, 233 support site, 5 supported carriers, 325 symbols currency, 49 synonyms, 13 search term, 161 System Attributes, 291 System menu, 41 Export and Import, 331 Tables, editor buttons, 450 tag approve, 131 cloud, 150, 154 Tag Reports, 400 Customers, 400 Popular, 400 Products, 400 Tags, 12, 125, 131 Task Notifications, 419, 421 Recipients, 421 Tax configure, 369 Calculation Method Based On, 370 settings, 369 Tax Class 369 customer group, 380 product, 243, 387 Tax Classes for Shipping, 369 Tax Rate, 375 Add New, 375 Information, 376 Tax Report, 390 Tax Rules, 20, 386 set up, 381 template configure sales email 141 newsletter confirmation, 143 Terms and Conditions, 17, 312 create, 312 Text Area, input type, 276 Text Field, input type, 276 theme, 12, 21, 94, 446 banners, 114 choosing, 81 Theme Customization, 84 Theme Editor, 84 themes, 39, 77 Themes Editor, 77, 81, 254 third-party tools and services, 34 Script, 430 three-column format content, 95 Thumbnail, 250 placeholder, 251 gallery, 14 images, configurable product, 232 images, rouped product, 222 Tier Pricing, 245
T
Table Rate configure, 329 data, 331 Shipping, 329 Table Rates, 328 example, 332
533
Index
time zone, 46 toll-free number, 16 toolbar buttons Editor, 92 Top 5 Reports, 169 top navigation, 80, 179 depth of, 196 include in, 189 Top Search Terms, 171 tracking scripts, 195 Transactional Email, 138, 137, 446 logo, 86 Translating Your Store, 517 tree, page hierarchy, 105 trust badge, 16 Trusted Extensions, 35, 41 trusted partners, 22 Use Complex Product Types, 209, 212, 220, 229, 235 for Promo Rule Conditions, attribute, 289 in Advanced Search, 167, 168, 288 in Layered Navigation, 186, 288 in Quick Search, 167, 168, 288 in Search Results Layered Navigation, 186, 289 Parent Category Settings, 193 to Create Configurable Product, 224, 287 Used for Sorting in Product Listing, 289 Used in Product Listing, 289 User Name, 25, 37 User-agent, 423 user-generated content, 126 USPS, 339 Configure, 457
U
Unassigned Attributes, 227, 292 "Under Construction" message, 23 remove, 419 Under Version Control, 96 Unique Value attribute, 286 unlock Admin, 58 unsubscribe, request to, 145 Upload Files Media Storage, 98 product image, 249 UPS, 339, 454 Configure, 454 Up-sells, 15, 269 URL, 446 Canonical. S change product, 428 dynamic, 428 insert link, 112 redirection, 429 rewrites, 427-428 suffix, 197 validation check, 287 secure session, 32 store, 30 URL Key, 427 category, 189 content page, 105 node, 106, 107 product, 243 Usability, 446
V
validation check, data entry, 287 Value Added Tax, 383 Product Tax Classes, 384 Values Required attribute, 286 variable custom, 117 in banner, 117 in block, 118 in email template, 137, 139 Variables and Apps, editor buttons, 451 VAT, 383 Tax Zones and Rates, 385 Reduced, 384 Standard, 384 Zero, 384 VeriSign, security certificate, 32 version control, 96 video, 104 tutorials, 4 view, 266 View As, search results, 157 views, multiple store, 60 Virtual Gift Card, 212, 214 Virtual product, 202 Create, 209 Visibility product, 167, 244 Visible on Product View Page on Front-end, 289 visual presentation, 89 voice, 89 Votes Count, Poll, 133
534
Index
Word Count, Search, 152 work week, configure, 47 Workspace Preferences, editor buttons, 452 www, 30 WYSIWYG Editor, 101, 256, 258, 446 Using, 257
W
Watermark 252 Opacity, 252 Position, 252 webinar, 5 Webservicex, 49 website, 266 Website Payment Standard, PayPal, 358 Website Payments Pro (Permissions), PayPal, 357 Website Payments Pro Payflow Edition, PayPal, 358 Websites, Product Information, 266 Weight, 242 Bundle, 239 Weight v. Destination, 329 Weighted Search, 168 Welcome email, 2, 19, 37 width, image, 255 Wishlist, 15, 136 items, add to shopping cart, 321
X
XML, 145, 170, 193, 446,
Y
Yes/No, input type, 276 YouTube video, 104
Z
Zero Subtotal Checkout, 341 configure, 350 zoom, product image, 14
535