Table of Contents for
Magento 2 - Build World-Class online stores

Version ebook / Retour

Cover image for bash Cookbook, 2nd Edition Magento 2 - Build World-Class online stores by Jonathan Bownds Published by Packt Publishing, 2017
  1. Cover
  2. Table of Contents
  3. Magento 2 - Build World-Class online stores
  4. Magento 2 - Build World-Class online stores
  5. Credits
  6. Preface
  7. 1. Module 1
  8. 1. Magento Fundamentals
  9. XAMPP installation
  10. Magento
  11. Summary
  12. 2. Magento 2.0 Features
  13. An introduction to the Magento order management system
  14. Magento 2.0 command-line configuration
  15. The command-line utility
  16. Summary
  17. 3. Working with Search Engine Optimization
  18. Store configuration
  19. SEO and searching
  20. SEO catalog configuration
  21. Google Analytics tracking code
  22. Optimizing Magento pages
  23. Summary
  24. 4. Magento 2.0 Theme Development – the Developers' Holy Grail
  25. Magento 2.0 theme structure
  26. The Magento Luma theme
  27. Magento theme inheritance
  28. CMS blocks and pages
  29. Custom variables
  30. Creating a basic Magento 2.0 theme
  31. Summary
  32. 5. Creating a Responsive Magento 2.0 Theme
  33. Composer – the PHP dependency manager
  34. Building the CompStore theme
  35. CSS preprocessing with LESS
  36. Applying new CSS to the CompStore theme
  37. Creating the CompStore logo
  38. Applying the theme
  39. Creating CompStore content
  40. Customizing Magento 2.0 templates
  41. Summary
  42. 6. Write Magento 2.0 Extensions – a Great Place to Go
  43. Using the Zend framework
  44. Magento 2.0 extension structure
  45. Developing your first Magento extension
  46. The Twitter REST API
  47. The TweetsAbout module structure
  48. Using TwitterOAuth to authenticate our extension
  49. Developing the module
  50. Summary
  51. 7. Go Mobile with Magento 2.0!
  52. Adjusting the CompStore theme for mobile devices
  53. The Magento 2.0 responsive design
  54. The Magento UI
  55. Implementing a new CSS mixin media query
  56. Adjusting tweets about extensions for mobile devices
  57. Summary
  58. 8. Speeding up Your Magento 2.0
  59. Indexing and caching Magento
  60. Indexing and re-indexing data
  61. The Magento cron job
  62. Caching
  63. Fine-tuning the Magento hosting server
  64. Selecting the right Magento hosting service
  65. Apache web server deflation
  66. Enabling the expires header
  67. Minifying scripts
  68. Summary
  69. 9. Improving Your Magento Skills
  70. Magento knowledge center
  71. Improving your Magento skills
  72. Summary
  73. 2. Module 2
  74. 1. Magento 2 System Tools
  75. Installing Magento 2 sample data via GUI
  76. Installing Magento 2 sample data via the command line
  77. Managing Magento 2 indexes via the command line
  78. Managing Magento 2 cache via the command line
  79. Managing Magento 2 backup via the command line
  80. Managing Magento 2 set mode (MAGE_MODE)
  81. Transferring your Magento 1 database to Magento 2
  82. 2. Enabling Performance in Magento 2
  83. Configuring Redis for backend cache
  84. Configuring Memcached for session caching
  85. Configuring Varnish as the Full Page Cache
  86. Configuring Magento 2 with CloudFlare
  87. Configuring optimized images in Magento 2
  88. Configuring Magento 2 with HTTP/2
  89. Configuring Magento 2 performance testing
  90. 3. Creating Catalogs and Categories
  91. Create a Root Catalog
  92. Create subcategories
  93. Manage attribute sets
  94. Create products
  95. Manage products in a catalog grid
  96. 4. Managing Your Store
  97. Creating shipping and tax rules
  98. Managing customer groups
  99. Configuring inventories
  100. Configuring currency rates
  101. Managing advanced pricing
  102. 5. Creating Magento 2 Extensions – the Basics
  103. Initializing extension basics
  104. Working with database models
  105. Creating tables using setup scripts
  106. Creating a web route and controller to display data
  107. Creating system configuration fields
  108. Creating a backend data grid
  109. Creating a backend form to add/edit data
  110. 6. Creating Magento 2 Extensions – Advanced
  111. Using dependency injection to pass classes to your own class
  112. Modifying functions with the use of plugins – Interception
  113. Creating your own XML module configuration file
  114. Creating your own product type
  115. Working with service layers/contracts
  116. Creating a Magento CLI command option
  117. 3. Module 3
  118. 1. Planning for Magento
  119. Technical considerations
  120. Global-Website-Store methodology
  121. Planning for multiple stores
  122. Summary
  123. 2. Managing Products
  124. Managing products the customer focused way
  125. Creating products
  126. Managing inventory
  127. Pricing tools
  128. Autosettings
  129. Related products, up-sells, and cross-sells
  130. Importing products
  131. Summary
  132. 3. Designs and Themes
  133. The concept of theme inheritance
  134. Default installation of design packages and themes
  135. Installing third-party themes
  136. Inline translations
  137. Working with theme variants
  138. Customizing themes
  139. Customizing layouts
  140. Summary
  141. 4. Configuring to Sell
  142. Payment methods
  143. Shipping methods
  144. Managing taxes
  145. Transactional e-mails
  146. Summary
  147. 5. Managing Non-Product Content
  148. Summary
  149. 6. Marketing Tools
  150. Promotions
  151. Newsletters
  152. Using sitemaps
  153. Optimizing for search engines
  154. Summary
  155. 7. Extending Magento
  156. The new Magento module architecture
  157. Extending Magento functionality with Magento plugins
  158. Building your own extensions
  159. Summary
  160. 8. Optimizing Magento
  161. Indexing and caching
  162. Caching in Magento 2 – not just FPC
  163. Tuning your server for speed
  164. Summary
  165. 9. Advanced Techniques
  166. Version control
  167. Magento cron
  168. Backing up your database
  169. Upgrading Magento
  170. Summary
  171. 10. Pre-Launch Checklist
  172. System configurations
  173. Design configurations
  174. Search engine optimization
  175. Sales configurations
  176. Product configurations
  177. Maintenance configurations
  178. Summary
  179. Index

Sales configurations

Before you can begin taking orders on your new Magento website, you need to confirm that you have all the necessary configurations in place.

Company information

In your Magento backend, go to Stores | Configuration | General | General. Review your settings for the following panels:

  • Countries Options: This panel allows you to restrict the countries to which you will sell products. Your store owner may have limitations where they can ship and/or receive payments. The Default Country sets the default for any country selection drop-down menu.
  • Locale Options: Use these settings to accommodate the backend users of your Magento store.
  • Store Information: The values entered here will be used throughout the Magento stores as defaults for name, telephone number, and address.

Store e-mail addresses

Even small online vendors may use different email addresses for different purposes. We often set up multiple email addresses for our client's stores, even if the same person may be receiving emails for sales and support. Having separate email addresses helps to segregate emails by purpose. Additionally, if the business grows and assigns different people to different purposes, you will have already established different email addresses with the store's customers.

Tip

A little known feature for those of you who use Google Apps — more specifically, Google Mail — you can create multiple email addresses for the same email account without having to add forwarding or alias configurations to Google Mail. For example, if you have an email address of info@domain.com, you could create the following emails and each one will go to the same email account: info+sales@domain.com, info+support@domain.com, and info+contact@domain.com. Google Mail will ignore the portion of the email address after and including the "+" in the address. We use this often to provide different email addresses without creating multiple email accounts.

Contacts

The panels on the General | Contacts screen allow you to enable the standard Contact Us form and set to whom these emails should be sent. You can also assign a customized transactional email.

Currency

Use the procedures , to confirm that any necessary currency conversion settings are ready to go.

General sales settings

Under Stores | Configuration | Sales | Sales are various panels that control a rather eclectic group of sales-related functions.

  • Checkout Totals Sort Order: Using numbers of any value, you can control the order in which various order line items are displayed.
  • Reorder: Select whether registered customers may use previous orders to generate new purchases.
  • Invoice and Packing Slip Design: Earlier in this checklist, you uploaded any custom logo designs. You can also enter a company address that you wish to use as an alternative to the company address you entered before.
  • Minimum Order Amount: In this panel, you can set any minimum order amount (if one is to be enforced), as well as set whether to validate multiple addresses submitted in a multi-address checkout.
  • Dashboard: If you find that server processing power is low, you may want to set Use Aggregated Data to No.
  • Gift Options: For sellers of gift items, such as flowers or jewelry, you may want to allow Magento to include a field for purchasers to use to include a gift message to the recipient. These messages will appear in your order detail page for processing.

Customers

If you plan on having more than one customer group (for example, wholesale, preferred, and so on), set up multiple customer groups according to the process described in Chapter 6, Marketing Tools.

In addition, there are a few settings you should review under Stores | Configuration | Customers | Customer Configuration:

  • Account Sharing Options: Set whether you want customer accounts shared among all websites or not.
  • Online Customers Options: The vaguely named Online Minutes Interval is used to calculate the number of current customers visiting your store, as displayed under Customers | Online Customers. For example, if you set this to 30 minutes, then any customer accessing a page of your site within the past 30 minutes will be considered a current online customer.
  • Create New Account Options: Use these settings to control how new customer accounts are handled. Reference the transactional emails you created earlier for the email-related settings.
  • Password Options: If you created a new transactional email for sending customers their forgotten password, select it for Forgot Email Template.
  • Name and Address Options: In this panel, you can customize how you capture customer information.
  • Login Options: Select if you want the customer to land on their Dashboard page or your site home page after logging in.
  • Address Templates: This is an interesting panel and one often forgotten when customer address layout issues arise. If you find that any layout in your site is not displaying customer information properly, refer to this page.

Sales emails

The Stores | Configuration | Sales | Sales Emails screen provides panels to allow you to choose customized transactional emails and sender email addresses for orders, invoices, shipment notices, and credit memos.

Tax rates and rules

In Chapter 4, Configuring to Sell, we discussed at length how to configure sales tax rates and rules. Afterwards, you should go to Stores | Configuration | Sales | Tax in your Magento backend for additional sales tax configurations:

  • Tax Classes: Select whether sales tax is to be calculated for shipping charges.
  • Calculation Settings: Based on the expectations of your customers and your marketplace, you can configure how sales tax calculations are made and presented in online shopping carts and invoices.
  • Default Tax Destination Calculation: Since sales tax is generally calculated for sales made to customers living in the taxing jurisdiction of the business, you can set the default sales tax rule for individual store views. Your actual taxing rules will override these default settings.
  • Price Display Settings: These configurations affect whether products and shipping prices should be displayed with or without including any applicable sales tax calculation.
  • Shopping Cart Display Settings: Generally, the default settings are appropriate, but this is especially useful if you should review how prices, totals, and taxes are to be displayed in shopping carts.
  • Orders, Invoices, Credit memos Display Settings: This panel is the same as for the previous panel.
  • Fixed Product Taxes: Where products are assigned fixed taxes, such as excise taxes, you can configure how those taxes are to be displayed on the site.

Shipping

Using Chapter 4, Configuring to Sell, for guidance, confirm that the shipping methods you want for your new store are configured and ready.

Payment methods

Likewise, you should confirm your desired payment methods. Most can be set in test mode during configuration.

Newsletters

Configure and test your newsletter configurations. Refer to Chapter 6, Marketing Tools, for detailed information on creating and sending customer newsletters.

Terms and conditions

Later in this checklist, you will set whether or not you want customers to confirm that they have read your site's terms and conditions before completing their purchase. To compose your terms, go to Stores | Terms and conditions in your Magento backend. Here, you can add the actual text that will be displayed during checkout.

Checkout

Now, let's turn our attention to the checkout process. Go to Stores | Configuration | Sales | Checkout, where you will find the following panels:

  • Checkout Options: On this panel, you can decide whether or not to use the onepage checkout feature, allow guests (non-registered customers) to checkout, and require the customer to confirm they have read and will abide by your terms and conditions.
  • Shopping Cart: This panel dictates settings for how long quotes should survive, to where shoppers are redirected after adding a product to their shopping cart, and what images should be displayed in the shopping cart for grouped or configurable products.
  • My Cart Link: Set whether the My Cart Link shown on each page should display the total number of items in the cart (number of unique products) or the total item quantities (products X quantity of each). For example, if you choose Display number of items in cart, a shopping cart with two baseball bats will show 1 item in the My Cart link. Display item quantities would show 2 items.