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Store & Currency Auto Switcher User Guide

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Page 1: Store & Currency Switcher · Store & Currency Auto Switcher MageWorx User Guide 5 Extension Installation 1 Disable the Compilation Mode if enabled 2 Log out from Magento Admin panel

Store & Currency Auto Switcher

User Guide

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Store & Currency Auto Switcher MageWorx

User Guide 2

Important Notice MageWorx reserves the right to make corrections, modifications, enhancements, improvements, and other changes to its products and services at any time and to discontinue any product or service without notice. Customers should obtain the latest relevant information before placing orders and should verify that such information is current and complete. All products are sold subject to MageWorx' terms and conditions of sale supplied at the time of order acknowledgment. MageWorx warrants performance of its products to the specifications applicable at the time of sale in accordance with MageWorx' standard warranty. Testing and other quality control techniques are used to the extent MageWorx deems necessary to support this warranty. Except where mandated by government requirements, testing of all parameters of each product is not necessarily performed. MageWorx assumes no liability for applications assistance or customer product design. Customers are responsible for their products and applications using MageWorx components. To minimize the risks associated with customer products and applications, customers should provide adequate design and operating safeguards. MageWorx does not warrant or represent that any license, either express or implied, is granted under any MageWorx patent right, copyright, mask work right, or other MageWorx intellectual property rights relating to any combination, machine, or process in which MageWorx products or services are used. Information published by MageWorx regarding third-party products or services does not constitute a license from MageWorx to use such products or services or a warranty or endorsement thereof. Use of such information may require a license from a third party under the patents or other intellectual property of the third party, or a license from MageWorx under the patents or other intellectual property of MageWorx. Resale of MageWorx products or services with statements different from or beyond the parameters stated by MageWorx for that product or service voids all express and any implied warranties for the associated MageWorx product or service and is an unfair and deceptive business practice. MageWorx is not responsible or liable for any such statements. All company and brand products and service names are trademarks or registered trademarks of their respective holders. Copyright © 2013 MageWorx

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Store & Currency Auto Switcher MageWorx

User Guide 3

Table of Contents 11 Extension Description ………………………………………………………… 4

22 Extension Installation ………………………………………………………… 5

33 Extension Usage ………………………………………………………………… 6

Configuration 6

Currency Switcher 13

Store Switcher 14

GeoIP 17

44 Support …………………………………………………………………………… 18

55 Getting Help with Magento ………………………………………………19

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Store & Currency Auto Switcher MageWorx

User Guide 4

Extension Description Store & Currency Auto Switcher extension will drive your visitors

directly to a region targeted Magento store. It detects your

visitors’ geographical locations by IP address and gracefully

redirects them to the appropriate Magento store predefined by

Admin. Also it will automatically switch store currency for visitor if

you are running a multi-currency store.

More over the extension allows Magento store owners to see online

visitors and customers IP addresses geographical location to get

real-time information about your online visitors and to protect a

store from fraudulent orders. Extended IP address information is

available for the ‘Order View’ page and ‘Online Customers’ grid.

The extension is based on MaxMind Geolocation Technology and

uses MaxMind GeoIP database to lookup the information.

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Store & Currency Auto Switcher MageWorx

User Guide 5

Extension Installation 11 Disable the Compilation Mode if enabled

22 Log out from Magento Admin panel if you are logged in

33 Unpack the contents of the ‘extension’ folder from the

package file purchased from MageWorx to your Magento root

folder

44 Log into Magento Admin Panel

55 If Cache Control is enabled in Magento go to ‘System > Cache

Management’ section, select ‘Refresh’ under ‘All Cache’

drop-down menu and press ‘Save Cache Settings’

66 Now go to ‘System > Configuration > MageWorx tab >

Extensions & Support’ section. If you see ‘Store & Currency

Auto Switcher’ in the list of installed MageWorx extensions

you are done.

77 You can re-run the Compilation Mode again (not enable it but

run)

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User Guide 6

Extension Usage Configuration

Extension settings. The extension setting can be changed in

System > Configuration > MAGEWORX section > Customers.

GeoIP Database section:

Database Type – the extension supports two types of GeoIP

database: GeoIP Country and GeoIP City. Please note that to use

the City database you should download it first from the maxmind

site and upload to your server to the “lib/GeoIP” folder.

Update Current Database – this option allows you to update

the GeoIP database right from the back-end. You can also see the

date of last update.

Customer Location section:

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User Guide 7

Enable in Order View – this setting enables a customer’s

location in the order view. If enabled, you will see a customer’s

country and city including a zip code (if GeoIP City database is

used).

Enable in Online Customers Grid – this setting displays a full

GeoIP location in customers online list.

Currency Switcher section:

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User Guide 8

Enable – enables/disables a currency switcher based on

visitors’ locations on the front-end.

User Agent List – the list of user agents, for which a currency

won’t be switched. It’s necessary to add search engine bots to this

list to index your site properly.

Exception URLs – the list of URLs, for which the currency

switcher should be disabled. You can add the URLs of payment

processing gateways. Example: /paypal/* or /twocheckout/*

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User Guide 9

Store Switcher section:

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Store & Currency Auto Switcher MageWorx

User Guide 10

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User Guide 11

Enable Store Auto Switcher – this setting enables the store

switcher based on GeoIP location of your visitors.

Force Store View for Geo Location – this setting allows or

forbids your visitors to switch store views manually on the front-

end. If it’s enabled, your customers will be redirected to a proper

store view but they won’t be able to switch it manually later.

Store Auto Switcher Scope – the scope can be website or

global. If you have the only one website and you need to switch

between store views inside this website, you should select the

“Website” scope. If you have different websites with their own

store views and you need to switch between these websites, you

should select the “Global” scope.

Disable Key – URL pattern, which disables the switcher. For

example, you need to check your website not being redirects, you

can add the following to your URL “?_store_switcher=key” and you

will browse your site without redirects.

Exception URLs - the list of URLs, for which the store

switcher should be disabled. You can add the URLs of payment

processing gateways. Example: /paypal/* or /twocheckout/*.

Auto Switch Billing Country – this setting switches a billing

country during the checkout based on visitor’s location.

Auto Switch Shipping Country – this setting switches a

shipping country during the checkout based on visitor’s location.

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User Guide 12

Auto Switch Address Country – this setting switches an

address country when creating a new account during the checkout

based on visitor’s location.

Replace Default Store Switcher – this setting replaces

Magento default store view switcher on the front-end with the

switcher from our extension. Customers will see the list of allowed

countries instead of store views. Customers will see the message

“Your country is US” and they will be able to change the country if

necessary.

Countries Display Mode – this setting specifies how the

countries should be displayed on the front-end: country name or

country name + flag.

Switchable Countries – the list of countries which should be

available for choosing on the front-end.

IPs List – the list of IP address for which the store switcher

should be disabled.

User Agent List – the list of user agents, for which a store

won’t be switched. It’s necessary to add search engine bots to this

list to index your site properly.

Choose Country – this option allows you to test your site

from any country you need. Just select a country and click on

“View Site”.

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Store & Currency Auto Switcher MageWorx

User Guide 13

Currency Switcher

To configure a currency switcher you should first select

allowed currencies in System – Configuration – Currency Setup –

Allowed Currencies:

Then you should specify currency rates for selected

currencies in System – Manage Currency – Rates.

Once this is done, the allowed currencies will be switched

automatically based on visitors’ locations.

If a currency of a visitor’s country is not allowed at your site,

then a default currency for loaded store view will be displayed.

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User Guide 14

Please note that the currency switcher switches only

displayed currency, all the transactions will be still processed in a

base currency.

Sometimes you need to change the relation between a

country and its currency. You can do this in System – Manage

Currency – Relations:

Only allowed currencies are displayed here. If you need to

reset relations, you should select “Reset” option for necessary

currencies and save the configuration.

If customers manually switch a country or a store view on the

front-end, the currency will be switched accordingly.

Note: our extension doesn’t add a manual switcher of

currencies to the front-end. Default Magento has it available at

categories only.

Store Switcher

To enable a store view switcher you should first to assign

necessary countries to store views in System – Manage Stores. You

can select countries if the GeoIP database is used or countries and

their regions if the GeoIP City database is enabled:

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User Guide 15

Note: you should not assign the same countries to different

store views if you are using the “Website” Scope.

If you enable to replace default Magento store view switcher

with our country list, you can check how it will look like:

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User Guide 16

The country here is detected automatically based on visitors’

location. However, customers can manually select another

country:

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User Guide 17

GeoIP

Our extension also displays full location information in the

order’s view and in the Customers Online grid:

The same details are available in the Customers Online grid.

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User Guide 18

Support MageWorx offers FREE lifetime support and updates for any

extension developed for Magento.

If you need support related to MageWorx extension usage, feel free

to contact us at [email protected]

Or send us a message directly from your Magento Admin Panel. To

do it, go to ‘System > Configuration’ section, ‘MageWorx’ tab

‘Extensions & Support > Get Support’.

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User Guide 19

Getting Help with Magento MageWorx offers outstanding services developing custom tailored

solutions for Magento platform to attain your eCommerce

objectives.

Our professional impassioned team provides profound and custom

oriented development of your project in a short timeframe. You

are most welcome to contact us at [email protected]