Undoubtedly Magento is one of the powerful eCommerce store which is nowadays most preferred among eCommerce store owner. It offers online merchants with flexible shopping cart system. The platform also takes complete control over the beautification, content and functionality of their online eCommerce store. Overall Magento is considered as a powerful marketing with strong SEO and catalogue management tool.
Recently Magento 2 was launched with exclusive features. So if you want to start with Magento platform hire a professional Magento developer and follow the guide. This guide that will explain how to configure a eCommerce store with Magento 2. It will focus on the transactional Magento 2 store up and see how run it efficiently. Here is a series of additional guide which will focus entirely on Magento 2 features.
This guide assumes that the reader have the following available.
1. A Magento 2 Community Enterprise (CE) or Enterprise Edition (EE) example installed either locally or with a web host.
2. Understands well about eCommerce.
3. Comprehend using a Content Management System (CMS).
1. Navigating the Administration
It is one of the greatest alternation in the revised version of Magento. The improved administration panel has been significantly improved. It is turned to be more touch friendly and responsive. The new navigation has been redesigned vertically on the left-hand side. It will display a sub-navigation upon the click.
If you’ve been using Magento 1.x version, then administration may take some time in understanding how to switch from Mangeto 1 to Magento 2 comfortably. The new and improved navigation is structured in an intuitive way which makes it easier for admins to manage the stores.
2. General Configuration
The new Magento 2 administration within the configuration section allows the developer to configure details of the company, payment or shipping. The user may locate the Configuration section within Store under the Settings section. In the first appearance, the configuration may appear to be lucrative. However, only few settings are essential to begin selling your products/ services online.
3. Sales Configuration
Magento enables the user to manage sales order of the platform. It can be done manually with native Magento functionality. It configures the shipping methods, default payment gateways and what is required to get them up and to run to take payment for your first order.
4. Category Administration
The category extension of Magento 2 allows to control how products are organized and structured.
To manage the categories, go to Products> Categories. Here you will find two sections:
(a) Category structure, where users can find all the categories and their sub-categories.
(b) Category detail, where the user can edit the category specific information.
Setting up new root category
Once the user have navigated to Products > Categories, you should see the empty fields to create a new category. You may give a name to this category and change it from “Is Active” to “Yes”.
The other information on this tab is optional; the user may skip it. The last thing is to include Navigation Menu. If you want this to appear in your website menu, then change this to “Yes”. Once completed, click to save category. After root category is set, one may create multiple subcategories by simply clicking on the category and click Add Subcategory.
5. Product Administration
After your categories are made, you may continue to fill awesome products. To do this navigate to Products > Catalogue. Here you will see the Add product button. To create your first product, you may click to proceed.
On this page, you may notice the general information required for the product. The only required fields for this section are Name, SKU, and Price. In the image, we have pout this product in sale category, but you may add various other categories to it. And you are just all the way to create a new product! Be sure to hit the save button to complete the set-up. Of course, you can edit the information and click to open the
6. Content Pages
Magento platform offers an easy way out to manage amazing content via a content page. Simply navigate to Content > Pages. Here the user can create a new page with any content as per his/her wish.
To get started click on to Add New Page. After giving title to a page, select the store view you want to display. Then choose Published from the drop-down menu, and that is the admin complete for your new content page. To add brilliant content use the left-hand table to navigate to content.
7. Promotion Rules
Magento 2 also offers to reward your customers with money off their orders in two ways:
- Catalogue Price Rules: Allows to set a discount rule across the whole category.
- Cart Price Rules: Allows to set a discount on the basket level, notwithstanding of products.
The major difference between the two are, Catalogue Rules are enacted on products before they are affixed to the cart, while Cart Price Rules are applied in the shopping cart.
8. Order processing
After making the first sale, you need to execute the order by shipping the product. The user may view the list of all orders by go to the following steps i.e. Sales > Orders.
In case of refund of an order, simply open the refund order and click on the credit memo as shown below:
After refunding scroll down to the items to refund section and confirm with the return status. If the user wants to return some items, just update the Qty to Refund, and correct amount to refund will be updated automatically. Once you’re satisfied with the items you want to return, you can review the total refund section. Once everything is completed, simply click refund offline, which will proceed through payment gateway.
10. Customer Information
Magento 2 gives plenty of information about customers. Go to Customer > All Customers, which will show you all the information about your customers. Once you found the person, click on them and view their information in details. Key tabs include address, product reviews, order, account information, etc.
We hope you have found Magento 2 interface easy to navigate. The admin panel is very simple and can be gripped conveniently. It can become a great asset for eCommerce traders, and this tutorial will further guide you to play well with its advanced admin feature.