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    PRESENTATION

    ONMAGENTO

    BY :

    -

    ABHISHEKTIWARI

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    WHAT IS MAGENTO?

    Magento is a new professional open-source eCommerce

    solution offering unprecedented flexibility and control. With

    Magento, never feel trapped in your eCommerce solution again.

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    Elements and Terminologies of

    Magento Sites

    Magento is made up of a few different elements which define

    the functionality, design and business logic of the site.

    Websites and Stores

    One of the most powerful features of Magento is the ability to

    manage multiple websites and stores from one back-end. This

    allows store owners to manage stores on different URLs,

    display the same products in different languages on the

    same URL, along with a variety of other setups.

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    Cont...

    WEBSITES:-A website is made up of one or more stores

    which share the same customer information, order

    information and shopping cart. This is a very broad termthat can be adopted to define the unique needs of individual

    merchants.

    STORES:-Stores can be setup in a variety of ways, but

    remember that if they are part of the same website they willshare certain information.

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    Cont...

    Store Views:-Store Views are mainly used for different

    languages, so if you wanted to have a store displayed in English

    and Spanish, for example, you could create the store once andcreate two different store views for that store.

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    Magento's Architecture

    Magento is built on top of the Zend Framework, ensuring thatthe code base will be secure and scalable. There are manyreasons for choosing the Zend Framework, but the main one isthat Zend provides an object-oriented library of code with acommitted company standing behind it.

    Using this framework, Magento was built with 3 centraltenets in mind.

    Flexibility: We believe each solution should be as unique as thebusiness behind it. Magentos code allows for seamlesscustomizations.

    Upgradeable: By separating the core code from community andlocal customizations, Magento can be easily customizedwithout losing the ability to upgrade.

    Speed and Security: The coding standards used by the

    developers follow best practices to maximize the efficiency ofthe software and provide a secure online storefront.

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    Core The core of Magento contains all the functionality included in

    the downloaded version. The core code is a collection of

    modules developed or certified by the Magento core

    development team. Editing core files is not recommended and

    will disable the ability to upgrade Magento in the future.

    Local:-Local extensions are customizations of Magento which

    reside only on a users local copy. These extensions will be

    placed in a local folder, so that they do not interfere with

    upgrades to the core code, and in order to differentiate them

    from community contributions. There are different types ofextensions, which we will get into in a moment, but they will

    all reside in the same directory.

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    Cont...

    Community:-Community contributions are just that, and when

    downloaded will reside in the community folder. Just like local

    extensions, by keeping them separate from the core code

    Magento store owners are able to enjoy the additional

    functionality without compromising the ability to upgrade to

    future Magento versions.

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    Extensions

    In short, extensions are exactly what they sound like. One ormore files packaged together to extend the functionality of

    Magento.

    There are three types of extensions, and they will reside in

    one of the two locations described above. Modules:-A module is an extension which extends the features

    and functionality of Magento. You are probably familiar with

    the idea of modules from other software, but if not, some

    concrete examples of modules would be additional paymentgateway integrations, or a featured items promotional tool.

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    Cont...

    Interface:-An interface is a collection of themes that

    determines the visual output and frontend functionality of your

    store. An interface can be assigned on either the website-level,store-level or website and store level through the admin panel.

    We will cover assigning interfaces later in the book, for now

    lets take a look at the components of a theme.

    Themes:-A theme is any combination of layout, templateand/or skin file(s) that create the visual experience of your

    store. Magento is built with the capacity to load multiple

    themes at once.

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    TYPES OF THEMES

    Default Themes

    Non-Default Themes

    Components of a theme:

    Layouts - Layouts are basic XML files that define the block

    structure for different pages, as well as controlling the META

    information and page encoding. Layout files are separated on aper-module basis, with every module bringing with it its own

    layout file.

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    Cont... Templates - Templates are PHTML files that contain

    (X)HTML markups and any necessary PHP tags to create the

    logic for the visual presentation of information and features.

    Skins - Skins are block-specific JavaScript and CSS and image

    files that compliment your (X)HTML. What are blocks youask? Good question, and dont worry, we are almost done

    defining the components of Magento.

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    Extension cont... Blocks:-Blocks are a way by which Magento distinguishes the

    array of functionality in the system and creates a modular way

    to manage this array from both a visual and functional stand

    point. There are two types of blocks and they work together to

    create the visual output.

    Structural Blocks :- These are blocks created for the sole

    purpose of assigning visual structure to a store page. Examples

    would be the header, left column, main column and footer.

    Content Blocks :- These are blocks that produce the actualcontent inside each structural block. They are representations of

    each feature functionality in a page and employ template files

    to generate the (X)HTML to be inserted into its parent

    structural block. Examples are the category list, mini cart,

    product tags and product listing.

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    ADMIN PANEL

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    Using the Dashboard The Admin panel is your virtual back office, and gives you

    the ability to control all aspects of your online store. In thischapter, you will learn how to find your way around the menus,

    commands, configuration utilities, and reports that make up the

    Admin panel.

    To log in to the Admin panel:

    1. In the address bar of your browser, type the domain for your

    store, followed by

    /admin.

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    If you have a standard domain such as mystore, typethis:

    http://mystore.gostorego.com/admin

    If you have a custom domain such as mystore.com, typethis:

    http://www.mystore.com/admin

    2. Type your User Name and Password, and click the Log In

    button.

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    Getting Started 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!

    o 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.

    o Sales:-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 andtaxes.

    o Catalog:-The Catalog menu controls everything related to your

    product catalog, including products, categories, attributes, URL

    rewrites, search terms and indexing, product reviews, ratingsand ta s, Goo le Content and Goo le Sitema .

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    Cont...o Design:-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.

    o Customers:-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.

    o Promotions:-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.

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    Cont...

    o Newsletter:-The Newsletter menu is used to manage the list ofsubscibers to any newsletters you publish.

    o CMS:-The CMS menu lets you create new content pages andedit existing ones. In addition, you can create static blocks of

    content, and set up dynamic frontend apps, such as a rotatingbanner or list of new products. You can also create polls andmonitor the responses.

    o Reports:-The Reports menu provides a broad selection ofreports on every aspect of your store, including sales, shopping

    cart, products, customers, reviews, tags, and search terms.o System:-The System menu provides configuration utilities for

    every aspect of your store. In addition, you can manage youraccount, set permissions, import/export data, manage emailtemplates, currency and translations and create additional store

    views.

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    Using the Dashboard The Dashboard is the first page that appears after you log in to

    the Admin panel, and gives an overview of your sales and the

    customer activity on your site.

    To set the date range:

    Set Select Range to one of the following:

    Last 24 Hours

    Last 7 Days

    Current Month

    YTD

    2YTD

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    Cont...

    To adjust the scope of the report:-Set Choose Store View to

    limit the reports to a specific website or store view. (The

    availability of additional store views is determined by yourplan.)

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    Sales Charts

    The charts at the top of the Dashboard provide a quick snapshotof 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.

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    Summary Reports

    .

    The blocks on the left of the Dashboard provide summaryinformation 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

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    Cont...

    Bestsellers:-Lists your best-selling products, showing the price

    and quantity ordered.

    Most Viewed Products:-Lists the most recently viewedproducts and the number of times viewed.

    New Customers:-Lists recently registered customers.

    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.

    System > Configuration > Reports > Dashboard

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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.

    3. Click the Save Config button to save the setting.

    System > Configuration > Advanced > Admin > Admin UI

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    To use static data: If you have a lot of data to process, the

    performance of the Dashboard can be improved by turning off the

    display of real time data.

    1. From the Admin panel, go to System > Configuration. Then in the

    Configuration panel on the left, under Sales, select Sales.

    2. Click to expand the Dashboard section. Then, set Use Aggregated

    Data (beta) to Yes.

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    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.

    System > Configuration > Advanced > Admin > Dashboard

    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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    Updating Your Store

    Information If you completed the Start My Store steps, then you have already entered

    some of your store settings. Now, you will learn where these settings arelocated in the Admin panel, so you can complete the configuration. Wellstart from a global perspective to configure your country, language, andtime zone, and work our way down to the local level.

    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 acceptorders. By default, all countries in the list are selected. (To selectindividual countries, hold the Ctrl key down and click each option.)

    5. When finished, click the Save Config button.

    System > Configuration > General > Countries Options

    Locale Options: The Locale Options configure your time zone and language

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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 yourarea. (Hold the Ctrl key down to select more than one option.)

    7. When finished, click the Save Config button.

    System > Configuration > General > Locale Options

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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.)

    6. When finished, click the Save Config button.

    System > Configuration > General > Currency Setup > Currency Options

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    Store Contact Information:-Your store contact information includes the store name

    and address, telephone number and email addresses. The information appears on email

    messages, invoices, and other communications sent to your customers.

    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 oncustomer communications.

    5. In the Store Contact Address box, type the mailing address of your store.

    System > Configuration > General > Store Information

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    Configuring the Contact

    Us Form

    The Contact Us link in the footer of the page provides an easy

    way for customers to contact you. The form is enabled by

    default, but can be configured to send inquiries to a specific

    email address, and to reply from a specific identity.

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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 Magento Go uses roles and permissions to provide different levels

    of access to the Admin panel. Each person who needs access to theAdmin 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 youreceive 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, thefirst 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

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    Creating an Admin User

    As a best practice, you should have more than one user account

    that has full Administrator permissions. That way, you can use

    one account for your everyday Administrative activities, and

    reserve the other as a SuperAdmin account.

    System > Permissions > Users

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    To create an additional

    Admin account:

    1. From the Admin panel, select System > Permissions >

    Users.

    2. Click the Add New User button.

    System > Permissions > Users Account Info

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    Creating a Custom Role

    To give someone restricted access, the first step is to create a

    role with the appropriate level of permissions. After the role

    is created, you will add the new user, set up the login

    credentials, and assign the role to the user account.

    System > Permissions > Roles

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    Unlocking User Accounts

    For the security of your site, a user account will be locked after

    six failed attempts to log in to the Admin panel. The account

    can be unlocked by any other user with full Administrator

    permissions.

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    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.

    Permissions > Locked: Action - Unlock

    4. Click the Submit button to unlock the user account.

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    THANK YOU