It’s been a few months since Magento 2 was released, and as a Magento Partner we’ve been really excited to play around in this big new sandbox and see how everything works. There have been so many updates and plenty of awesome new features to handle, which we realize can be a little bit overwhelming.

We’ve made a working demo for you to see what a shop and backend using Magento 2 looks and feels like. For those of you still using Magento 1.9 or earlier versions, you will notice that the admin panel has gotten a major overhaul. The new admin panel has a cleaner user interface that is a major plus for less technically savvy users and should hopefully cut down on the amount of time newer Magento users spend seeking support. If you haven’t tried out the new Magento then you must be curious to see what it’s like! We’ve decided to pop open the hood and look at what’s happening in the admin panel, and we’re going to take a closer look at each section of the dashboard and explore some of the new functions so you have a better understanding of what Magento 2 is bringing to eCommerce. Before we forget: here are the links to the demo version, so you can see for yourself.

Store-DemoAdmin-Demo

username: demo password: demo123

The demo is currently using Magento 2.0.0 updated on November 18, 2015. If the demo is broken please let us know through - hi (at) iwdagency.com

Dashboard

Magento Dashboard Magento Dashboard

Welcome to home base! Something you will notice about Magento 2.0’s dashboard -- and something you will notice over and over again throughout the admin panel -- is how much more intuitive it is compared to to the old version. A master panel of important metrics shows off lifetime sales, average order size, and a stream of your most recent orders.

Thanks to the customer capture feature in the new Magento shopping cart, you are now able to see the name of your customers (in this case, fake customers named Veronica and Eddy have made a few purchases).

A handy dropdown box shows you total revenue, tax, and shipping paid out over a span of 24 hours, a week, a month, YTD, or even two years to date. It can’t get any easier to track your sales and compare them to each over time.

Your marketing and SEO team will find dashboard metrics such as bestselling items and most viewed products to be quite useful. This is a great snapshot tool for coordinating your next PPC campaign and potentially a source for future email blasts and discount/sales offers to boost less popular products in your store. Additionally, the search terms section enables you to configure enhanced search terms to increase your conversion rates -- pretty handy, eh?

Sales

You’ve gotta keep your eye on orders, which is where the Sales section of Magento’s backend comes in handy.

Magento Orders Overview Magento Orders Overview

The orders section gives you a heads up on all the orders your customers have placed. It includes useful information such as order ID# (as you can see, our humble test store has only seen 4 total orders) and the the date of purchase, as well as whether or not the purchase has been fulfilled or not. If you have multiple storefronts or websites, this section will inform you of the purchase point used by customers, which is useful for figuring out which store you have is more successful in selling what. You also have the option to add or subtract other categories to display, such as billing address, customer name, and payment method. And in case you keep separate tabs of customer tracking through CRM tools such as Salesforce, you can export files in CSV or Excel format. See the “Create New Order” button in the upper right corner? In case you take orders via phone or email order, you can manually input customer shipping and billing information on this page.

Magento Invoices Overview Magento Invoices Overview

Especially if you’re in B2B eCommerce, sending out an invoice is a pretty common occurrence. So this section is where you can access customer information and if necessary, forward an invoice containing their purchase information directly to their email. If you have any internal shipping matters to take care of you, you can download the invoice as a PDF by clicking on the print button. An advanced search filter lets you look for invoices based on the purchase date or whatever it was they bought, so finding old invoices shouldn’t be a headache anymore. Like with your orders, you can export CSV or Excel files of your entire invoice database for external purposes.

Magento Shipments Overview Magento Shipments Overview

Beneath the invoices tab you’ll find a section pertaining to shipping. Especially if you’re in charge of product fulfillment, this section is immeasurably useful. The dropdown box here enables you to download packing slips and shipping labels for your products.

Magento Packing Slip Magento Packing Slip

But if that’s what a packing slip looks like, you’ll probably want to spruce things up a bit. A fantastic extension for PDF customization can be found over at Fooman; they created one of the most popular packing slip extensions for Magento 1.x and their 2.0-compatible version will certainly do the trick for you.

If you need to track customer refunds or credits for your internal records, simply go to the credit memo section. You can search for which payment to refund based on a number of handy filters including the date the refund was issued, which date the order was placed, the order number, or the bill-to-name.

Magento Transactions Overview Magento Transactions Overview

This section shows you every payment made on your website, including orders, authorizations, capture, void, and refund. If your website accepts 3rd party payments such as PayPal, you can access records of payments made by customers; here’s where you can also find credit card payments through whichever payment gateway you use, as well as records for any offline payment methods such as bank transfers. If you need to access 3rd party billing agreements you can do so in the section immediately above.

Products

The products section is where you keep track of your entire inventory. You can see exactly how many of any single product you have, add new products or remove old ones, change pricing for single units or any entire product line, and more.

Magento Catalog Overview Magento Catalog Overview

Before we dive into single product management, let’s look first at the product catalog. By default, products are arranged with information pertaining to image thumbnails, type, SKU, price, and quantity. You can search for specific products to edit with filters that sort through variables including ID, price, name, and attribute.

New Product Overview New Product Overview

What happens if you create a cool new cat meme t-shirt design and want to add it to your store? First, you click on the “Add a Product” button, which is pretty much impossible to miss. Then it takes you to the new product page, where an avalanche of information about the product waits to be input.

What’s really nice about Magento 2 is the fact they consolidated the basic required information needed to launch your product into one section. Additional sections are available for more advanced features such as tax class, weight, categories, and product description, where you can hopefully write some jazzy-looking copy to make sure those cat t-shirts sell big-time.

Magento Product SEO Overview Magento Product SEO Overview

It’s probably a good idea to add photos of your product, or a slick looking video (Magento 2 now includes a built-in product video feature so you don’t have to purchase an extension for this), if you have one, of the product in action, complete with cheerful acoustic guitar jingle playing in the background. Your SEO team will have a field day inputting the relevant meta title, keywords, and description to make sure that when an unassuming customer searches for “cheap keyboard cat t-shirt 4 cheap” in Google, that customer lands on this page and not your competitor’s.

Advanced Pricing Overview Advanced Pricing Overview

If that’s not enough detail for ya, there’s a boatload of advanced product settings for you to tick off.

The advanced pricing section gives you the power to set special prices (hello Black Friday sales) as well as listing MSRP. In the advanced inventory section you can manually update your stock of any given item, allow for backorders, and set up notifications if the quantity of an item falls below a certain amount. We’re not sure why you’d ever want to restrict the maximum quantity of an item someone can put into their shopping cart to purchase, but you can do that, too.

Related Products Overview Related Products Overview

The related products section gives you complete control over assigning various items for sale that are in the same category as any given product page that a customer is browsing. If you only have a few products or services for sale it’s not really too much of a schlep to configure related products on your own, but if you have like a gazillion items in your catalog it’s way easier to use an extension such as the highly-rated Automatic Related Products 2 by AheadWorks to do the heavy lifting for you. The same applies for the up-sell and cross-sell sections in Magento.

Custom Design Overview Custom Design Overview

The custom design section is where you can change up the layout and looks of a product page as well as the attributes you use to describe it for enhanced search purposes -- in the case of our demo fitness clothing store, some of these attributes include climate, material, and gender. A dropdown box lets you select from demo designs or you can choose from any number of premade or custom designs that your team has created or uploaded. Among the many aspects of the layout that you can change are the number of columns on the product page, where the product info goes relative to images of the product, plus add shortcodes for other functions in the custom layout update box.

Product Autosettings Overview Product Autosettings Overview

Lastly, the autosettings section is where you input important information including the short description that pops up when a customer is browsing through products in your catalog while in list view. Here you’ll notice a dropdown box labeled “Visibility.” There are several options here; “not visible individually” means it can only be viewed as a one-to-many item; if you only select catalog then it will appear in your catalog but not in enhanced search results, and vice versa; selecting “catalog, search” means that it will appear in both. Easy peasy!

To get customers more excited about buying, it’s useful to have a shiny “New Product!” label pasted across it, and you can specify the dates for which this label is applicable for a product. If you want to list the country of manufacture, you can do that in this section, and in case one of your customers buys a product as a gift for someone else you can tick off a box that allows them to leave a message such as “happy birthday” or “thinking of you while I was on vacation in Hawaii … not!”

Product Categories Overview Product Categories Overview

Here’s where you get to go ahead and create a gigantic russian nesting doll set to organize your entire product catalog. The general information section is pretty straightforward: Name, URL, a description, page title, image, meta info, and a checkbox to include a category in your navigation menu. You can customize your display settings: everything from the display mode to variable static blocks for each category you create, plus establish layered navigation for a more pleasant and intuitive user experience. In this section -- stating the obvious here -- you can also choose which products belong in which category.

Customers

Customer Overview Customer Overview

This is where you can keep track of your customers and get an at-a-glance look at basic information such as where they are from and their contact information. If you have any specific queries to deal with then this section is great to have handy.

Customer Details Overview Customer Details Overview

 

Each customer comes with his or her own profile where you can see when they were logged in, view their full contact information including billing and shipping address. If your customer is a company and not a person, the account information section is where you will find tax or VAT number, which could be useful for filling out invoices for deductible purchases.

The orders section of a customer profile will show you each of the orders your customer has made, including order number, date of purchase, and purchase point. In case your customer has a brain fart and forgets their password you can click ‘Reset Password’ and they will receive an email to create a new password. In Magento 1 you could manually reset their password but Magento 2 simply sends the customer an email to reset. You can also have them subscribe (or unsubscribe) to your company newsletter by checking off the eponymous box at the top of the newsletter section. To better engage with your customers, the last two sections -- product reviews and wish list -- give you a breakdown of all the reviews written by clients, their ratings if applicable, and whether they have been approved or not. Delete them at your own risk (only kidding of course). There’s no better way to increase your conversion rate than by spying what products are on a customer’s wish list and then sending them a discount coupon at an appropriate time, such as right before their birthday or the holiday season. It’s totally effective, not to mention you’re doing them a favor by giving them what they want!

 

Marketing

The marketing section is divided into four sub-sections: Promotions, Communications, SEO & Search, and User Content

Promotions

The promotions section is where you can create limited time offers for various product lines you sell.

Catalog Price Rule Catalog Price Rule

The catalog price rule subsection lets you create a pricing change that affects a given category of products -- in this case, our demo website is having a 20% sale off of all women’s and men’s pants. You create the name of the sale in the rule information section, and you can set the exact conditions for which product attributes apply. In the actions section you can stipulate the percentage discount to be given, as well as subproduct discounts such as an additional 10% on all winter mountain climbing pants.

Magento Cart Price Rule Magento Cart Price Rule

The cart price rules section is where you go to create special offers that customers can cash in once they are on the checkout page of your website -- an extra enticement to make sure they cross the finish line. The main page of this section shows you the various rules you have in effect, the duration that they are active, the coupon code (if any), and whether they are active or not.

Product Discount Overview Product Discount Overview

In this particular instance, we have created a discount code for a water bottle in the checkout section. You have the option of adding a coupon code, plus limiting the uses of the coupon per customer. To more intelligently target certain buyers, you can offer the coupon to only certain customer groups, such as frequent customers, women who have bought running shoes from you before, etc. Like the catalog price rules section, you can set various conditions under which the coupon code is offered. You may also specify the maximum quantity of units the discount can be applied to, the minimum number of units the customer must buy to be eligible (“purchase three bottles to be eligible”), or offer discounted or free shipping in conjunction with the offer. The coupon codes can also be set up to be alphanumeric, plus suffixes or prefixes can be included to prevent excess usage. You will also be able to search how many times a coupon has been redeemed in your cart, so you know exactly how effective the discount offer is.

Communications

Email Template Overview Email Template Overview

Here is where you go to create templates to send out for everything from drip campaigns to welcome emails for new customers. It’s super easy to create a new email template. Hit the “add new template” button and then fill out some basic fields: the name of the template, the subject title, and then the field of the template itself. You can add variables such as automatically insertable customer names or your sales rep’s name; all you have to do is add the appropriate copy or other content to the email and then it’s ready to go!

The newsletter template is mostly the same as the email template, although with a few significant differences. You can change the sender name to reflect the subject matter of the email (“Sales @ Luma” if it’s related to sales, “Support” if it’s related to new customers or signups, etc). The content editor gives you the power to upload everything from custom-designed widgets to images to the same sorts of variables available in the email template. To send off the newsletter, click on the “action” option in the dropdown of the main newsletter template page and then select “queue newsletter.” From there, just select a start date and you’re done. The newsletter queue section simply shows which newsletters have been or are going to be sent. Finally, the newsletter subscribers section shows all of the customers who receive your newsletter automatically; you have the option to delete or unsubscribe them from the list in the subscriber portal.

SEO & Search

SEO Search Terms Overview SEO Search Terms Overview

Want to make sure that someone using a search engine lands on the right product page, such as the sweatshirt section for your store? You can add search terms as well as synonyms for any given term, and redirect those terms onto the relevant product catalog or product page.

User Content

Review Section Overview Review Section Overview

Keeping track of your on-site customer reviews happens within this section. Click on any review to find out more information about the review itself as well as details about the customer. You can search the review database by product, customer, SKU, or even the title of the review if you’d glimpsed a particularly nasty one on your site but can’t remember anything else about it. When you click on the review you get a summary that more or less mirrors the information available on the main page of this section, plus you can approve or hide the review if you’d like. Hopefully they all say good things!

 

Content

The content section of the admin panel is where you publish everything from your company’s About Us page and menu widgets to custom themes and wholesale design schedules.

Elements

Pages Overview Pages Overview

There are three categories within the elements subsection: Pages, Blocks, and Widgets. Your standard home page, company bio page, and 404 not found pages can all be created and edited in the pages section.

Page Editor Overview Page Editor Overview

If you want to edit the content of a specific page, you click on it in the main section and the page editor will open up to let you input information, content, design, and meta data. The page information section is quite brief and you enter the title and URL key, as well as define which store view it is displayed in. The content section provides you with a simple HTML box plus an editor to insert widgets, headers, hyperlinks, and the usual smorgasbord of stuff people like to see on webpages. In the design section, you can specify the number of columns on a page, add layout update XML code for a more sophisticated looking theme, plus add time parameters for how long a custom layout update XML code is in effect for. Lastly, the meta data section includes two boxes for inserting keywords and a description.

Menu Block Overview Menu Block Overview

The blocks subsection makes it easy to create and edit blocks for easy placement on your other pages. Here’s where you insert the title, identifier, and store view for the block. For creating a product menu with links to different categories, you simply go ahead and insert the line of code that corresponds with a category. in this case, hoodies, sweaters, jackets, tees, and tanks go in the Tops category, while pants and shorts go in the bottoms category.

Widgets Overview Widgets Overview

The widgets section lets you create and edit widgets and define their storefront properties as well as other options. You can add layout updates depending on what sort of pages you would like the widget to appear in. For example, if you are making a widget for new products, you can specify that it be displayed on every page of your product catalog.

Design Overview Design Overview

The design section keeps track of the theme you have downloaded to use on your website, and includes a preview images of how it appears. If your store needs to go through aesthetic changes every now and then -- perhaps a different look for the holiday season -- you can implement design changes according to schedule and whichever custom design you use, as well as for different store views of your website.

Reports

This section of the Magento admin panel is divided into six subsections that give you detailed and customizable reports on the following categories: Marketing, Reviews, Sales, Customers, Products, and Statistics. Essentially, each one of these sections is a shortcut to reports in one of the other sections, such as customer reviews, abandoned carts, and orders.

Marketing

Product in Cart Overview Product in Cart Overview

The first place we’ll talk about here is the products in cart report. A list of items you have that are currently in shoppers’ carts is displayed in a chart; you can click on any one of those items for a more detailed report. When you click on any of the products listed, it will send you to the product page for that particular item.

Search Terms Overview Search Terms Overview

This list of search queries is a really useful reference for seeing what your customers are thinking about when they browse your website. When you click on an individual search query such as “yoga strap,” the report shows you how many results come up when that term is typed in. It also lists how many times that term has been searched for, and you can add synonyms to more easily help customers find what they are looking for.

Abandoned Cart Overview Abandoned Cart Overview

When a customer makes the fateful decision to place an item in her cart and then exits her browsing session without purchasing anything, you have an abandoned cart situation on hand. This section gives you a full heads up on all the sad abandoned carts you have so that you can take the appropriate action and send them a clever email with a discount offer or maybe shamelessly beg your potential customer to reconsider making that purchase. When you click on the name of the customer in the display, it takes you to their customer information page.

Newsletter Problems Report Overview Newsletter Problems Report Overview

If one of your subscribers has a problem with a broken link or something else is wrong with the newsletter, reports on any problems will automatically queue here for you to deal with. You can sort through them based on the date the problem was reported, the error code, error text, and queue subject.

Reviews

You can view reviews either by customer or by product, and click on any particular review for a more detailed report of what your customers have to say. Clicking on the reviews will take you to the report in the marketing section.

Sales

Sales Report Overview Sales Report Overview

You can search for orders based on a period of time and set filters such as cancellations, closed, or processing. The search tool is the same whether you are looking for reports on orders, tax, invoices, shipping, refunds, coupons, or PayPal statements. Once you click on a certain order you will be taken to the corresponding page for that information.

Customers

Order Total Report Overview Order Total Report Overview

To get a report on your order totals by customer, you can make a search by date, and then a table of all the customers who have made orders within the given period will pop up. Data including the number of orders they have made, the average order size, and total amount paid will be listed. When you click on one of the customers, you will go to their customer profile page. The order count report filter shows the same data and takes you the customer profile page.

Products

Product Report Overview Product Report Overview

 

To obtain reports on product data including most viewed products, bestsellers, low stock, ordered, and downloads, you can search based on the date, name of the product or SKU, and related variables such as quantity of units in stock, price, and other filters. Clicking on a specific product will take you back to the profile page for that item. If you’d like to have access to more analytical product reports including visual graphs to illustrate trends, built in KPI measurements, and product comparisons, the Advanced Reports extension by AheadWorks could be a smart buy.

Statistics

Statistics Overview Statistics Overview

You can refresh daily or lifetime statistics for orders, tax, shipping, total invoiced, refunded, coupons, bestsellers, and most viewed products. This section should prove useful in telling you whether you need to increase the volume of certain products or discontinue them altogether.

Stores

via GIPHY

There are five subsections here for dealing with your online store: settings, taxes, currency, attributes, and “other settings.” Within each of these subsections are numerous other subsections. It’s like Inception but instead of dream-within-a-dream, it’s settings-within-settings! Anyways...

Settings

In the settings section you have the option to create a new store, play around with configurations, T&Cs, and edit and create various order statuses.

Create Store Overview Create Store Overview

When you want to create a new store or store view you select which website it will be displayed on (by default Magento selects your main website), plus name the store and select a root category. You can also create a new website in the store subsection.

 

Configuration Overview Configuration Overview

If you’re setting configurations, the main page for doing so gives you plenty of variables for setup. Design, contacts, reports, content management and new relic reporting are all available for you to configure.

 

Here’s where you can set the design theme, upload icons, add site titles, default keywords, and miscellaneous scripts. You can also set search engine directions for indexing, upload your company logo with size specifications and image text to the header, input copyright and miscellaneous text in the footer section, upload and format your product image watermark (if you have one), input pagination frames and anchor text, and set up headers for company emails.

 

Contacts Configuration Overview Contacts Configuration Overview

In case you want to make your team available to customer queries, you can enable customer contact via email. Additionally, you can specify where customer emails are directed (such as customer support or sales), and upload an email contact form for customers to fill out.

The reports subsection within configurations basically lets you set the YTD start point as well as the current month’s start point, and nothing else. The content management configuration section lets you enable the WYSIWYG editor for the purpose of uploading new webpages, blog posts, and the like.

 

New Relic Configuration Overview New Relic Configuration Overview

The new relic configuration settings give you control over enabling new relic integration if you use new relic’s performance data for tracking metrics. If you integrate new relic, you can input the API URL, account ID, API key, and insights API keys. You can also enable Cron in this section if you’d like to use it for reindexing indexes, generate emails, the sitemap, component management, system upgrades, and so on.

Catalog Configuration Overview Catalog Configuration Overview

If you are configuring your catalog, you have plenty of options here to play around with. You can set product fields auto-generation by inputting masks for SKU as well as meta titles, keywords, and descriptions. You can toggle whether guests can write reviews or if that’s a privilege left up to customers alone. Storefront settings include setting the number of products per page in grid or list mode, product listing sort, toggling dynamic media URLs in products and categories, and swatches per product.

Product Configuration Overview Product Configuration Overview

Product alerts can be set for price changes, email templates, and toggling whether to send stock alert email templates to customers, an especially handy tool if they have a certain out of stock product on their wish list.

Additionally, you can configure recently viewed and compared products for customers when they are browsing your website.

Product Video Configuration Product Video Configuration

If you have a product demo or ad video on YouTube that you would like to embed, here is where you upload the YouTube API key plus arrange settings for auto restart and showing related videos.

You can also toggle layered navigation settings, set minimal and maximal query character lengths for your catalog search, and set the catalog search engine, which by default runs on MySQL. There are also various SEO categories that can be configured, including setting permanent redirects for changed URLs, popular search terms, and category paths for product URLs.

Product Options Configuration Overview Product Options Configuration Overview

If your store sells downloadable products, the settings here pertain to those particular items. You can set how many times a product may be downloaded, whether the download link is shareable, if the link can be opened in a new window, and disable guest checkout if their cart includes downloadable items that may not be shared.

Lastly, you can arrange date and time settings into whichever format you choose.

Inventory Configuration Overview Inventory Configuration Overview

Within the inventory section you can manage how your stock changes once orders or cancellations are placed, as well as whether to display out of stock products. You can also allow for backorders, set a maximum quantity of stock allowable in a shopping cart, and set a minimum quantity allowed in a shopping cart, depending on what type of customer (logged in, guest, retail, wholesale, etc) is browsing. This is a good way to prevent spammers or bots from sabotaging your inventory.

 

XML Sitemap Settings Overview XML Sitemap Settings Overview

Within the XML configuration you can change the frequency and priority for categories, products, CMS Pages, and Generation.

Just below XML Sitemap settings, you can find RSS feed settings. There are a number of toggle settings for RSS subscription, including a master toggle switch, plus enabling RSS for customer wish lists, various catalog categories, and order notification.

Subscription Options Configuration Overview Subscription Options Configuration Overview

A host of options for customer-related configurations are available for you in this section, including settings for subscriptions. You can set the template to send out confirming successful customer subscriptions, define subscription and un-subscription, and confirmation email sender.

 

Customer Configuration Overview Customer Configuration Overview


Customer configuration lets you define if customers may share their accounts with all of your websites (assuming you have multiple websites in your Magento installation), which group to put a customer (if at all), whether to show VAT number in the storefront once a customer is logged in, as well as welcome email settings. You can also set forgotten password and password reset email templates and settings. Customization of customer billing information fields can be done in this section, plus enable CAPTCHA for increased security and to minimize spam.

 

Wishlist Configuration Overview Wishlist Configuration Overview

You can toggle the availability of wish lists, share options including email sender and template, plus display the number of items in a customer’s wish list, while the promotions section below lets you configure auto-generated specific coupon codes that customers redeem during store promotions. Lastly, there is a master toggle for enabling persistent shopping cart mode.

Sales Configuration Overview Sales Configuration Overview

A multitude of sales settings are available for configuration. You can hide customer IP, sort checkout totals, allow for reorder, and upload invoice and packing slip logos and address. You can toggle minimum order amounts and include tax. Gift messages may be turned on in case your product is the sort of thing someone might receive as a birthday present. Important options for displaying price, and popup text messages when a customer hovers over price can also be set.

 

Sales Emails Sales Emails

This setting lets you configure sales emails, including confirmation, orders, invoices, shipments, and credit memo email templates, specifying senders and copy method.

PDF Printout Configuration Overview PDF Printout Configuration Overview

If you use the default Magento printout setup this configuration form is useful for letting you display order IDs in the headers for invoices, shipments, and credit memos.

 

Tax Configuration Overview Tax Configuration Overview

This configuration section is crucial for setting how tax is taken into account. You can set the tax class for shipping, product, and customer, as well as how tax is calculated. Depending on the country most of your business is done in you can set default country, state, and postal code forms for customers to fill out. You may display catalog prices with or without tax and/or shipping assessed (you sneaky dog, you). This is also where you set the display for tax in your customer’s shopping cart--and whether you include it in the order at all. The same settings may be applied for invoices and credit memos. Lastly, you can enable fixed product taxes and configure your pricing accordingly.

Shipping Settings Overview Shipping Settings Overview


This section lets you change the input for customer shipping fields. You can also toggle shipping to multiple addresses in the section below as well as stipulate a maximum allowable quantity of goods to be shipped. Below that is the shipping methods section, where you can enable free shipping, enable or disable flat rate shipping, create a shipping rate table, set which carriers -- such as DHL or UPS -- you will ship with, plus configure which countries you do or don’t ship to and also configure shipping email error messages and apply handling fees.

 

Google API Configuration Overview Google API Configuration Overview

If you’re using Google Analytics in Magento, this is where you can enable it, as well as AdWords.

 

Payment Methods Configuration Overview Payment Methods Configuration Overview

This section is important for setting which country you are based in, plus adding payment gateways such as Braintree and PayPal. You can also configure payment options such as check/money order, cash on delivery, bank transfer, and set minimum and maximum order totals for various payment methods as well as eligible countries for various payments. This is a great way to make sure that if you have a customer from Afghanistan, they don’t try paying you by check.

Admin Configuration Overview Admin Configuration Overview

The admin configuration settings let you set forgotten password emails and templates, configure the default startup page (in this case, the dashboard), the admin base URL, configure security settings such as case-sensitive logins and automatic session logout times, password lifetimes, and forced password changes.

System Configuration Overview System Configuration Overview

The system configurations let you enable scheduled tasks, email communications and hosting, which currencies you accept, enable scheduled backups, full page cache, and storage configurations for media.

 

Terms and Conditions Overview Terms and Conditions Overview

Here’s where you can upload whatever important T&Cs you might have for customers to check off in the checkout section. You can create or edit them and stipulate which stores they appear in, what the checkbox text says, and of course, what the conditions say. If you don’t have a lawyer handy to write your T&Cs, Shake is a great app that automatically creates legal documents to protect you at the point of sale.

 

Order Status Settings Overview Order Status Settings Overview

The order status section shows the various order codes you have, such as processing, pending, on hold, and suspected fraud. You can assign a status to the default store or other store settings you may have.

Taxes

Here’s where you’re going to configure the rates for taxes on purchases made in your store.

Tax Rule Overview Tax Rule Overview


Depending on where you are based, the tax rates are going to be variable. The tax rules portal lets you set applicable sales tax rates for the location that you sell from. To set tax rates for, say, California, you create a rule and import tax rates via Excel or CSV file. You can also add various tax classes and set product tax classes.

Tax Zones and Rates Overview Tax Zones and Rates Overview

In this area you can compare the various tax rates you have in effect depending on the geographic location of your shoppers. You can set determining Zip/postal codes to automatically assess tax at the point of checkout, plus set the appropriate corresponding rate percent.

Currency

Currency Rates Overview Currency Rates Overview

In order to include more than one currency in your store, you need to import an XML file with foreign exchange rates; our demo shop uses WebserviceX but there are plenty of others you can use, too.

Attributes
Keeping your product attributes in order is important for optimizing customer search results in your store.

Product Attributes Overview Product Attributes Overview

When you search for attributes or want to create new ones you come to this page. A list showing attributes also gives you information on attributes’ visibility, scope (whether the attribute is restricted to a particular website, store, or if it is global), plus whether it is a searchable term.

Attribute Detail Overview Attribute Detail Overview

Clicking on a product attribute -- such as “climate” -- brings up more options for adding certain properties to it. You can edit the default label as well as manage values for the attribute. In this case, values for climate include cool, indoor, mild, spring, warm, etc. Advanced attribute properties let you adjust the scope for the attribute and add or omit the attribute from filer options in the product grid. You can also manage storefront properties of the value, enabling it to be searchable and visible in your storefront or as an attribute on a product listing page.

Ratings Overview Ratings Overview

The ratings page lets you sort through the search ratings customers have access to when they are ranking products for purchase; eg, when a customer is looking for the cheapest jacket they can search for jackets based on which one is most expensive. By clicking on one of the ratings variables you can adjust its visibility on your website or store.

Other Settings

Customer Groups Overview Customer Groups Overview

In this section you can define different customer groups. You can create or edit customer groups and define which tax class they fall into; the default in our demo store is retail. Just a reminder that if you need to set different tax classes, you can do so in the tax sub-section in the store section of the admin panel.

System

The final section of the admin panel is devoted to data import/export and a few miscellaneous settings.

Data Transfer

Import Overview Import Overview

If you have large external files such as advanced pricing sheets, product files, or a list of customer information, you can use this section to upload files up to 25 MB in size. This is especially useful if you are switching stores from a different platform to Magento.

Customer Export Overview Customer Export Overview

This is pretty straightforward; you can download data files in CSV format. Depending on which entity you choose -- for example, your customer file -- you can exclude certain types of data based on attributes that pertain to the given file. In this case, if you only want to download a list of new customers from 2016, you can check off the appropriate boxes to do so on this page.

Tax Rate Import/Export Overview Tax Rate Import/Export Overview

To save yourself time from having to set rates manually, you can import tax rates through this portal. Or you can download them if you need to import them elsewhere.

 

Data Transfer Overview Data Transfer Overview

You can monitor all imported files and download them in this section. This is a good place to keep track of your data and double check what is being uploaded into your website.

Other Settings

 

Notifications Overview Notifications Overview

If Magento releases a system update or has been encountering certain problems such as bugs or customer information hacks, you can find out about it here. Depending on how important the notification is, it might come with a blaring red label that says “CRITICAL” or if it’s a bit less urgent it will be a green label that says “NOTICE.”

 

Custom Variables Overview Custom Variables Overview

You can keep track of custom variables here. You can also create new variables for your products over here.

 

Encryption Key Overview Encryption Key Overview

If you need to change your encryption for password and other sensitive information, you can do so in this section. You can toggle the key to be auto-generated or manually plug in a new one. Voila!

Have other questions about how Magento 2.0 works? Don't forget that you can always drop us a line by scrolling down to the contact form at the bottom of this page!