Category: magento

Magento – Setup System Theme ”; Previous Next This chapter describes how to install new Magento theme on your store”s frontend. You can use Magento Connect to install theme. For installing theme, you need to get the extension key and then use it for the installation through Magento Connect. We will see how to get extension key by using the Magento theme − Step 1 − Go to Magento theme page and then click on the Install Now button. You need to register a new account or login with an existing account to get extension key. Step 2 − Check, I Agree to the Extension license agreement option and click on the Get Extension Key button. Step 3 − Click the Select Key button and copy the extension key. Step 4 − Now login to your Magento Admin Panel and go to the System → Magento Connect → Magento Connect Manager option. Step 5 − Again, it will ask for login, enter your credentials to redirect to Magento Connect Manager window. Step 6 − Now under Extensions section, paste the Extension Key (that you copied in step 2 and click on Install button. It will display status as “Ready to install” and click on Proceed button to install the language. Step 7 − It will check for dependencies of packages and display the message as Cache cleaned successfully. Step 8 − Refresh the page by clicking on the Refresh button and go to an admin dashboard page by clicking on Return to Admin link. Step 9 − To activate the theme on your store”s frontend, go to System menu and click on the Design option. Step 10 − To add a new theme, click on the Add Design Change button. Step 11 − Select the theme from the Custom Design dropdown menu and click the Save button to apply your theme for the store. Print Page Previous Next Advertisements ”;

Magento – Setup Paypal Payment ”; Previous Next In this chapter, we will study how to set up PayPal payment. Following are the steps to set up PayPal payment in Magento. Step 1 − Login to your Magento Admin Panel. Step 2 − Go to System menu and click on the Configuration option. Step 3 − On the left side of the navigation bar, click on the Payment Methods under Sales section. Step 4 − Next, under Merchant Location panel, set the merchant country from the dropdown menu. Step 5 − It provides the following types of payment methods which adds PayPal as an additional payment method. Step 6 − You can click on the Configure button to make PayPal settings. Fill the e-mail field with an e-mail address which is associated with PayPal merchant account for accepting the payments, along with all other required fields. Step 7 − The following screen shows you the Basic and Advanced settings of PayPal payments. Step 8 − Under Basic Settings Enter Title for the payment method. Sort Order option used to sort payment methods in the checkout page Payment Action section offers to select either Sale or Authorization or Order, which defines how the payment will be processed in the PayPal payment system. Step 9 − Under Advanced Settings Select the Payment Applicable From option as All Allowed Countries. Debug Mode option as No. Enable SSL verification as Yes Transfer Cart Line Items as Yes. Step 10 − After done with the settings, click on the Save Config button on the top right corner to save your payment methods. Now you are ready to accept payments through your shopping cart. Print Page Previous Next Advertisements ”;

Magento – Setup Customers ”; Previous Next It is necessary to record customer accounts and customer registration process in Magento. This chapter describes the customer settings as shown in the following steps. Step 1 − Login to your Magento Admin Panel. Step 2 − Go to System menu and click on the Configuration option. Step 3 − Click on the Customer Configuration option under CUSTOMERS section on the left side navigation bar. Step 4 − Expand the Account Sharing Options panel which includes the field Share Customer Accounts that is set to Per Website value. This determines that customers can use this account to login only on particular website. Next, expand the Online Customers Options panel and set the interval time for Online Minutes Interval option. By default, it is empty and value is set to 15 minutes. Step 5 − The Create New Account Options panel contains following fields. Fill up all the fields as provided in the screen and click on Save Config button to save your changes. Step 6 − The Password Options panel has some settings − Forgot Email Template − It helps to reset the customer”s password, if the customer’s forgot their password. Remind Email Template − It changes the template for particular e-mail transaction. Forgot and Remind Email Sender − It selects an e-mail address which sends password message to the customer which are displayed from the fields of Forgot and Remind mail Template. Recovery Link Expiration Period − It specifies for how many days the recovery link will be active for resetting password. Step 7 − The Login Options panel has an option called Redirect Customer to Account Dashboard after Logging in which is set to Yes by default. If you set it to No, customers will stay on the current page. After done with the settings, click on the Save Config button to save your changes. Print Page Previous Next Advertisements ”;

Magento – Setup Order Options ”; Previous Next Magento provides various options for product orders and also reports of the ordered products. Step 1 − Login to your Magento Admin Panel. Step 2 − Go to Report menu and click on Orders under Sales option. Step 3 − The Total Ordered Report has some settings as shown in the following screen. Match Period To − It matches the product ordered date with order created data and updated date. Period − It specifies the period such as day, year and month. From and To − These options display the date of order, i.e. they specify the date on which the order was created date and the date up to which it is valid. Order Status − It specifies the status of the order. Empty Rows − If you don’t want to specify empty rows, then set Empty Rows field to No. Show Actual Values − If you don’t want to display actual values of product, then set the field to No. Step 4 − You can get a report of the order by clicking on the Show Report button and you can also save your ordered details in the CSV file format by clicking on the Export button. Print Page Previous Next Advertisements ”;

Magento – Setup Categories ”; Previous Next Categories are classes or things which are related, and have some shared characteristics. The following steps describe how to add categories for the products in Magento. Step 1 − Login to your Magento Admin Panel. Step 2 − Go to the Catalog menu and click on the Manage Categories option. Step 3 − Next you need to fill the fields like Name of the category, Is Active status which is set to Yes/No and Description of the category. Step 4 − Click on Save Category button and your category is ready to have the products added to it. Print Page Previous Next Advertisements ”;

Magento – Setup URLs ”; Previous Next You can use Magento to build for more user and search engine friendly URLs as shown in the following steps. Step 1 − Login to your Magento Admin Panel. Step 2 − Go to System menu and click on the Configuration option. Step 3 − On the left side navigation bar, click on the Web option under General section. Step 4 − When page loads, expand the Search Engines Optimization option. Set the option Use Web Server Rewrites to Yes to enable the Search Engine Friendly (SEF) URLs in Magento. If you select the option as No, then Magento will not use SEF URLs. Click on the Save Config button and your Magento SEF URLs will be enabled. Print Page Previous Next Advertisements ”;

Magento – Installation ”; Previous Next This chapter provides step-by-step procedure for Magento installation. Before installing Magento, you require the following system requirements. System Requirements for Magento Database − MySQL 5.1 + Web Server − Apache 2.x Nginx 1.7.x Operating System − Cross-platform Browser Support − IE (Internet Explorer 7), Firefox, Google chrome SSL (Secure Socket Layer) − A valid security certificate is required for HTTPS PHP Compatibility − PHP 5.4+ Download Magento Step 1 − Open the link https://www.magentocommerce.com/products/downloads/magento/, you will get to see the following screen − Step 2 − Click on the dropdown menu, the archive file is available in .zip, .tar.gz and .tar.bz2 for downloading. Step 3 − Extract the Magento web files from the archive on your computer and upload it into your web server or localhost. Step 4 − Magento requires MySQL database. So create a new empty database and user/password (for e.g. user as “root” and password as “root” or else you can set as per your convenience) for Magento. Step 5 − Open your browser and navigate to your Magento file path (for e.g. http://localhost/magento) to start your Magento installation. Then you will get a screen of the Magento installer as shown in the following screenshot. Step 6 − Click on Continue button and you will get Validation for Magento Downloader screen as shown in the following screen. Here, enter the database details, if you want to check for InnoDB support for Magento. Otherwise, click on Continue button to proceed to the next step. Step 7 − Next, you will get Magento Connect Manager Deployment screen. It gives protocol name (HTTP or FTP), stability version such as stable, beta, alpha and deployment type. Select proper options and click on the Continue button. It will start the downloading process for Magento. Step 8 − Magento”s Installation Wizard screen pops up. Check the I agree to the above terms and conditions checkbox and click on the Continue button. Step 9 − Next you will get the Localization screen for selecting the Locale, Time Zone and Currency as shown in the following screen. Select proper locale name, time zone and currency and click on the Continue button. Step 10 − The next screen that pops up is the Configuration screen. Fill the database information such as Database Type, Host, Database Name, User Name and User Password. If you do not want to validate the Base URL, then tick the Skip Base URL validation before Next Step checkbox and click on the Continue button. In case the http://localhost/magento doesn”t work, use this as base url instead- http://127.0.0.1/magento This step will take some time as Magento will be creating the Database Tables. Step 11 − Now, go to the Create Admin Account screen. Here enter your personal information such as First Name, Last Name and Email and the Login Information such as Username, Password and Confirm Password for admin to use in backend. Need not worry about Encryption Key field as Magento will generate a key on the next page. After filling all information, click on the Continue button. Step 12 − Copy the encryption key, which will be used to encrypt passwords, credit cards and other confidential information. Then you can select Frontend or Backend of new Magento website. Step 13 − After successful installation of Magento, click on the Go to Backend button to login to admin panel. Step 14 − After logging in, you will get the Dashboard of Admin panel as shown in the following screen. Print Page Previous Next Advertisements ”;

Magento – Setup Payment Methods ”; Previous Next This article explains how to set up payment methods in Magento and also shows how to configure Magento to use PayPal as payment processor for both credit cards and PayPal payments. The following steps describe how to set up payments in Magento − Step 1 − Login to your Magento Admin Panel. Step 2 − Go to System menu and click on the Configuration option. Step 3 − Next, you will see some list of options on the left side of the page. Scroll down and go to the Sales section and click on the Payment Methods option. Step 4 − Next, under Merchant Location panel, set the merchant country from the dropdown menu. Step 5 − It provides following types of payment methods which adds PayPal as additional payment method to your checkout page. Step 6 − You can click on the Configure button to make PayPal settings. Fill the e-mail field with e-mail address which is associated with PayPal Merchant Account for accepting the payments. Similarly, fill other required fields. Step 7 − The following screen shows the Basic and Advanced settings of PayPal payments. Step 8 − Under Basic Settings, enter Title for the payment method. Sort Order option is used to sort payment methods in the checkout page. Payment Action section offers to select either Sale or Authorization or Order, which defines how the payment will be processed in the PayPal payment system. Step 9 − Under Advanced Settings, select the Payment Applicable From option as All Allowed Countries, Debug Mode option as No, Enable SSL verification as Yes and Transfer Cart Line Items as Yes. Step 10 − After you are done with the settings, click on the Save Config button on the top right corner to save your payment methods. Now you are ready to accept payments through your shopping cart. Print Page Previous Next Advertisements ”;

Magento – Setup Store Live ”; Previous Next This chapter shows how to setup the live store on your Magento website. Step 1 − Login to your Magento Admin Panel. Step 2 − Go to System menu and click on the Manage Stores option. Step 3 − Under Manage Stores section, you will get website names, store names and Store View Name columns. Click on the Create Store button to begin with setting up the Magento live store. Step 4 − The store information includes some options such as − Website which allows selecting the website name which you created before. Name option specifies name of your second website name. Root Category option specifies the root category that will be used for store. After done with the settings, click on the Save Store button. Print Page Previous Next Advertisements ”;

Magento – Setup Shipping Rates ”; Previous Next In online business, selling of physical products to customers should have flexible and scalable shipping policies. Magento is a friendly system for business needs including shipment rates. The following steps describe how to setup shipping rates in Magento − Step 1 − Login to your Magento Admin Panel. Step 2 − Go to the System menu and click on the Configuration option. Step 3 − On the left side of the navigation bar, click on the Shipping Methods under Sales section. Step 4 − Then expand the Table Rates section, enable the table rates by selecting Yes from the dropdown menu for the Enabled field. It will turn off flat rate shipping and allow you to specify different rates based on chosen criteria. Step 5 − Fill all the required fields as shown in the following screen and click on the Save Config button. It will save your current configuration into Magento. Step 6 − If you want to modify the fields of table rates section, go to Current Configuration Scope menu in the top left corner and select the Main Website option from dropdown menu. Step 7 − Magento allows to view or generate and download different reports. Magento has integrated tools for CSV files generation. You can create the shipping rates in a spreadsheet and then import them to your website. Click on the Export CSV button to download the template. Upload the file into Magento by clicking on the Choose File button next to the import option. Step 8 − After uploading the file, click on the Save Config button on the top right corner to save the table rates. Step 9 − The CSV structure will look like as shown in the following screen − The first column specifies the country where the shipping rate will apply, second column specifies the region/state within that country, third column specifies the postal code of the region/state, fourth and fifth columns determine the price for the shipping rate in which these values represent whatever currency you have set for your webstore. After completing this process, save the file and import it into your Magento webstore by using the Import button. Print Page Previous Next Advertisements ”;