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Intro To Magento CMXExpo 09

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Presentation for CMSExpo Chicago 09. This presentation covers the basics of Magento eCommerce.

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Intro To Magento CMXExpo 09

  1. 1. CMS Expo 2009 - Chicago
  2. 2. Who is This Handsome Guy? CMS Expo 2009 - Chicago
  3. 3. Jonathan Lackey Known in virtual social circles as zuno • Creative director at Zuno Studios • Based in Redondo Beach California • Over 10 years experience in design & • web CMS Expo 2009 - Chicago
  4. 4. Elements & Terminologies of a Magento Site CMS Expo 2009 - Chicago
  5. 5. Websites, Stores & Store Views Ability to manage multiple websites & • stores from the same back-end Display the same products in dierent • stores CMS Expo 2009 - Chicago
  6. 6. Websites Made up of one or more stores that share the same customer information (i.e. Order information shopping cart) resource: How multiple websites work magentocommerce.com/knowledge-base/entry/overview-how-multiple-websites-stores-work CMS Expo 2009 - Chicago
  7. 7. Stores Can be set up a variety of ways, but as long as they are part of a website they share certain information. CMS Expo 2009 - Chicago
  8. 8. Store Views Mainly used for multiple languages So if you wanted to display a store in English and Spanish you create one store and two store views CMS Expo 2009 - Chicago
  9. 9. One website with multiple stores Main Website Website Store One Store Two Store Three Store Store View Store View Store View Store View CMS Expo 2009 - Chicago
  10. 10. Two websites with two store views each Main Website Sec Website Website Main Store Sec Store Store English Spanish English Spanish Store View CMS Expo 2009 - Chicago
  11. 11. One website with one store and store view (most common) Main Website Website Main Store Store Main Store View Store View CMS Expo 2009 - Chicago
  12. 12. Extensions One or more files packaged together • to extend functionality Do not modify core code • Installed through the admin panel or • Magento Connect resource: Magento Connect magentocommerce.com/magento-connect CMS Expo 2009 - Chicago
  13. 13. Modules Extend features and functionality of the core i.e. additional payment gateways, MailChimp CMS Expo 2009 - Chicago
  14. 14. Interface Collection of themes that determine the visual output and front-end functionality of your store Can be assigned on either the website, store or website and store levels CMS Expo 2009 - Chicago
  15. 15. Themes Combination of layout, template and/or skin files that create the visual experience of your store Default and Non-default themes CMS Expo 2009 - Chicago
  16. 16. Components of a Theme Layouts - Basic XML files that define • the block structure for dierent pages Templates - PHTML files that contain • XHTML markup and PHP for visual presentation Skins - Block specific JavaScript, CSS • and images that compliment template files CMS Expo 2009 - Chicago
  17. 17. Interface Collection of themes Theme One Combination of files that Theme Two create the visual output as well as front-end functionality Theme Three Layouts Defines block structure Templates PHTML (XHTML and PHP) Skins JavaScript, CSS and Images CMS Expo 2009 - Chicago
  18. 18. 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 visual and functional stand points. There are 2 types of blocks CMS Expo 2009 - Chicago
  19. 19. Structural Blocks - Blocks created for the purpose of assigning structure to a page Header Left Content Column Footer CMS Expo 2009 - Chicago
  20. 20. Content Blocks - Blocks that create content inside each structural block. i.e. mini cart, tags, category list Links Header Global Navigation Category List Product Listing Left Content Compare Column Products Related Products Promotions Footer Newsletter Links Callout CMS Expo 2009 - Chicago
  21. 21. File Structure Set up to keep core, community and local files separate for easy upgrading and maintenance CMS Expo 2009 - Chicago
  22. 22. Core The core code is a collection of modules developed by the Magento core team. Editing core files is NOT recommended CMS Expo 2009 - Chicago
  23. 23. Local Customizations that only reside on a user’s local copy Kept in the “local” directory so they do not interfere with upgrades to the core code CMS Expo 2009 - Chicago
  24. 24. Community Community contributed extensions Reside in the “community” directory again to make upgrades clean and easy CMS Expo 2009 - Chicago
  25. 25. Setting Up Your Catalog CMS Expo 2009 - Chicago
  26. 26. The Heart of Your Site The catalog is the most important part of your Magento site and it includes... Categories • •Products •Attributes •Tags •Reviews ratings CMS Expo 2009 - Chicago
  27. 27. Catalog Configuration - System Configuration Catalog CMS Expo 2009 - Chicago
  28. 28. Product Reviews Front-end Sitemap Product Alerts Product Image Placeholders Recently Viewed Catalog Search Search Engine Optimizations Downloadable Product Options Date Time Custom Options CMS Expo 2009 - Chicago
  29. 29. Creating Categories - Catalog Manage Categories CMS Expo 2009 - Chicago
  30. 30. Select the store view the new category will be displayed in CMS Expo 2009 - Chicago
  31. 31. Select a parent category. Choose “Root Catalog” if the new category is not a sub- category CMS Expo 2009 - Chicago
  32. 32. 1.Name 2.Choose a parent category 3.Description 4.Image 5.Meta data (page title, keywords, description) 6.Display mode and CMS block 7.Is anchor 8.Is active 9.URL key CMS Expo 2009 - Chicago
  33. 33. Assigning products at the category level Products can be added to a category while the category is being created, or anytime after. CMS Expo 2009 - Chicago
  34. 34. Assigning designs at the category level You can customize the design of each category individually in the “Custom design” tab CMS Expo 2009 - Chicago
  35. 35. 1.Choose a custom design 2.Choose how the custom design is applied to child elements 3.Set a timeframe for the custom design to take eect (good for holidays and specials) 4.Choose a page layout 5.Custom layout updates CMS Expo 2009 - Chicago
  36. 36. Special landing pages for categories You can create custom landing pages for categories. Instead of the standard product listing page you can display a static content block CMS Expo 2009 - Chicago
  37. 37. CMS as a category landing page Standard category landing page CMS Expo 2009 - Chicago
  38. 38. Creating Product Attributes Attributes are quantifiable or descriptive aspects of a product. i.e. color, size, manufacturer, SKU CMS Expo 2009 - Chicago
  39. 39. There Are 2 Kinds of Attributes Simple Attributes System Attributes Created by the Required store owner and attributes that are specific for every product individual must have. These products. cannot be deleted. Color • •Size Name • •Megapixels •Price CMS Expo 2009 - Chicago •
  40. 40. New Attribute - Catalog Attributes Manage Attributes CMS Expo 2009 - Chicago
  41. 41. Attribute Properties 1.Attribute identifier 2.Scope 3.Catalog input type for store owner 4.Default value 5.Unique value 6.Values required 7.Input validation for store owner 8.Apply to 9.Use to create configurable CMS Expo 2009 - Chicago product
  42. 42. Front-end Properties 1.Use in quick search 2.Use in advanced search 3.Comparable on front-end 4.Use in layered navigation 5.Position 6.Visible on catalog pages on front-end CMS Expo 2009 - Chicago
  43. 43. Manage Label/Options 1.Manage Titles 2.Manage Options CMS Expo 2009 - Chicago
  44. 44. Managing Attribute Sets A collection of attributes, customized to fit certain product types. CMS Expo 2009 - Chicago
  45. 45. Creating an Attribute Set - Catalog Attributes Manage Attribute Sets CMS Expo 2009 - Chicago
  46. 46. 1.Edit set name 2.Groups (like folders that contain attributes) 3.Unassigned attributes CMS Expo 2009 - Chicago
  47. 47. Assigning Attribute Sets to Products - Catalog Manage Products CMS Expo 2009 - Chicago
  48. 48. Selecting the attribute set will load all of the corresponding groups (tabs) and attributes into the product creation/management page CMS Expo 2009 - Chicago
  49. 49. Products CMS Expo 2009 - Chicago
  50. 50. There Are 3 Types of Products 1.Simple 2.Configurable 3.Grouped CMS Expo 2009 - Chicago
  51. 51. Simple Is the simplest type of product to sell on your website; one individual product, where the attributes are determined by the store owner CMS Expo 2009 - Chicago
  52. 52. Configurable Configurable products oer much more customer interaction. Attributes are determined by the customer. i.e. color, size, style CMS Expo 2009 - Chicago
  53. 53. Other Places Used to display multiple simple products on one product page and allow the customer to purchase any combination CMS Expo 2009 - Chicago
  54. 54. Creating a Simple Product 1.Catalog Manage Products Add Product 2.Select an Attribute set 3.Select Simple Product 4.Press Continue 5.Enter all product information CMS Expo 2009 - Chicago
  55. 55. Product Info: General CMS Expo 2009 - Chicago
  56. 56. Name - Product name as it will appear on the front-end • Description - Displays on the main product page • Short Description - Displays on category list pages and • main product page SKU - Unique identifier for product across all stores and • websites Weight - Product’s weight. Usually used for shipping • Set Product is New from/to Date - Date range the • product will be promoted as new Status - Enabled/disabled. Enabled displays normally on • front-end URL Key - The search engine friendly URL identifier • Visibility - Where the product will display. Category, • search, both or neither CMS Expo 2009 - Chicago Allow Gift Message - Can allow customers to enter a •
  57. 57. Product Info: Prices CMS Expo 2009 - Chicago
  58. 58. Price - Price of the product as it will display on the • front-end Special Price - Sale price for the product. On the front- • end this will appear under the original price which will be crossed out Special Price From/To Date - Date range for the special • price to be active. Automatically activates and deactivates Cost - Amount you pay your supplier • Tax Class - The product tax class • Tier Price - Special pricing for higher quantities • CMS Expo 2009 - Chicago
  59. 59. Product Info: Meta Data CMS Expo 2009 - Chicago
  60. 60. SEO-related Meta Information is controlled from here. Page Title, Meta Keywords and Meta Description can be entered for this product. The Page Title will display in the browser’s title bar when this product is being viewed. Meta Keywords and Description will show in the tag of the product’s HTML source. CMS Expo 2009 - Chicago
  61. 61. Product Info: Images CMS Expo 2009 - Chicago
  62. 62. Magento requires 3 image types: Thumbnails, Small and • Base If you do not upload any images a Product Image • Placeholder will be used. (To configure these go to System Configuration Catalog) By default, all images uploaded for a product will be • listed under the main product image. Clicking any of the additional images will open a pop-up with the ability to view all the images Images will automatically resize to fit the dimensions of • the image type The base image has the ability to be zoomed in and out • You can add a Sort Order to determine CMS Expo 2009 - Chicago the order of the • • images
  63. 63. Product Info: Design CMS Expo 2009 - Chicago
  64. 64. Like categories, you can control the look of an individual product page from the design tab If your product page has a separate design than the category page, the product level design will over-ride the category design CMS Expo 2009 - Chicago
  65. 65. Product Info: In Websites If you are managing multiple websites you can choose which sites a product is associated with by checking the checkbox next to the site CMS Expo 2009 - Chicago
  66. 66. Product Info: Categories You can assign a product to as many categories as you like. Simply check the checkbox next to the category CMS Expo 2009 - Chicago
  67. 67. Related Products, Up-sells Cross-sells There are 3 types of product relations in Magento: Related Products - meant to be purchased in addition to the current product Up-sells - are items customers would buy instead of the current product Cross-sells - are impulse buys similar to candy at the register in grocery stores CMS Expo 2009 - Chicago
  68. 68. Product Info: Alerts CMS Expo 2009 - Chicago
  69. 69. For each subscriber, both alert lists show the • Name • Email • The date they subscribed to this alert • The time that the most recent notification was sent to them • The number of times a notification was sent to them For the Price Alert, there is also one additional column. For each subscriber, it shows the price that the product had at the time that they subscribed. This includes Special Prices. CMS Expo 2009 - Chicago
  70. 70. Getting Ready for Selling CMS Expo 2009 - Chicago
  71. 71. Tax Rates Magento allows full control over your store’s Tax Rates, from a single statewide rate to rates per zip code CMS Expo 2009 - Chicago
  72. 72. Country - Select the country associated to this shipping • rate. Magento locates the appropriate Tax Rate by matching the customer’s shipping country to the Tax Rate country State - Specify if the country has dierent tax rates in • dierent states Zip/Post Code - Specify if the country or state has • dierent tax rates in dierent zip codes (you can specify a zip code even if you have not specified a state) Rate 1-5 - Once you’ve defined which region a Tax Rate • applies to you have the ability to define up to 5 dierent tax rates CMS Expo 2009 - Chicago •
  73. 73. Tax Classes Combined with Tax Rates, Tax Classes define Tax Rules. CMS Expo 2009 - Chicago
  74. 74. There Are 2 Kinds Tax Classes Customer Tax Classes Product Tax Classes Associated to Associated to customers by products. This assigning them to allows dierent customer groups types of products to have dierent tax Sales Customer Tax rates Classes Sales Product Tax Classes CMS Expo 2009 - Chicago
  75. 75. Tax Rules If you have dierent tax rates for your dierent combinations of Customer Tax Classes and Product Tax Classes, you can define a Tax rule for each scenario Sales Tax Manage Tax Rules CMS Expo 2009 - Chicago
  76. 76. Shipping Options System Configuration Shipping Setting CMS Expo 2009 - Chicago
  77. 77. Origin Country, Region/State, Zip/Postal code and City from which the shipments will be sent i.e. the location of your company/ warehouse CMS Expo 2009 - Chicago
  78. 78. Options Allow shipping to multiple addresses. • Shipping method can be dierent for each address as well Maximum qty allowed for shipping to • multiple addresses When an order with multiple shipping • addresses is complete, it will split into multiple orders CMS Expo 2009 - Chicago
  79. 79. Shipping Methods System Configuration Shipping Metho CMS Expo 2009 - Chicago
  80. 80. Flat Rate Enabled • •Title •Method Name •Type •Price •Calculate Handling Fee •Displayed Error Message •Ship to Applicable Countries •Ship to Specific Countries •Show Method if Not Applicable •Sort Order CMS Expo 2009 - Chicago
  81. 81. Table Rates Condition - Determines which aspect of the order will be used to select proper shipping price. Table rates are calculated using destination, but destination can be figured in conjunction with either weight, price, or number of items CMS Expo 2009 - Chicago
  82. 82. Free Shipping Minimum order amount - You can designate that free shipping is only oered if the order is over a certain amount CMS Expo 2009 - Chicago
  83. 83. Shipping Methods UPS Over 30 global shipping • methods available from • USPS Magento Connect • FedEx • DHL magentocommerce.com/magento- connect CMS Expo 2009 - Chicago
  84. 84. Payment Methods 13 Default methods and over 130 3DP methods on Magento Connect magentoecommerce.com/magento-connect CMS Expo 2009 - Chicago
  85. 85. Saved Credit Card • Zero Subtotal Checkout • Check/Money Order • Authorize.net • Payflow • Amazon Simple Pay • Checkout by Amazon • Google Checkout (Under Google API tab) • CMS Expo 2009 - Chicago
  86. 86. Themes CMS Expo 2009 - Chicago
  87. 87. Theme Terminologies Layouts - Basic XML files that define • the block structure for dierent pages Templates - PHTML files that contain • XHTML markup and PHP for visual presentation Local - Simple text documents • organized on a per language basis that contain translations for store copy Skins - Block specific JavaScript, CSS • CMS Expo 2009 - Chicago and images that compliment template
  88. 88. Structural Blocks - Blocks created for the purpose of assigning structure to a page Header Left Content Column Footer CMS Expo 2009 - Chicago
  89. 89. Content Blocks - Blocks that create content inside each structural block. i.e. mini cart, tags, category list Links Header Global Navigation Category List Product Listing Left Content Compare Column Products Related Products Promotions Footer Newsletter Links Callout CMS Expo 2009 - Chicago
  90. 90. How Are Magento Themes Different from Other? CMS Expo 2009 - Chicago
  91. 91. Maximum customization power • Multiple themes active at the same time • Uninterrupted workflow. All modules • are immediately accessible via template tags from any template file CMS Expo 2009 - Chicago
  92. 92. Creating a Theme Directory 1: app/design/frontend/ default/default This directory contains the layout, translation (local) and template files Directory 2: skin/frontend/default/ default This directory contains the images, CSS and block-specific JavaScript CMS Expo 2009 - Chicago
  93. 93. Why 2 Directories? Separating the files that have to be web accessible (images js) from those that can be hidden makes for maximum security CMS Expo 2009 - Chicago
  94. 94. New Default Theme Make a duplicate of an existing default theme Rename the new directory. The new name is the name in which Magento will recognize your theme CMS Expo 2009 - Chicago
  95. 95. Assigning Interface themes to the store You need to assign your new theme to your website/store in order for it to take eect System Configuration Design tab CMS Expo 2009 - Chicago
  96. 96. CMS Expo 2009 - Chicago
  97. 97. Hierarchy of Themes If the category listing page calls for a template called “view.phtml” but Magento cannot find the file in the theme highest in the hierarchy it will look to the next theme highest in the hierarchy. This is method of building design is call “fallbacks” because Magento falls back to the next possible source of the required files CMS Expo 2009 - Chicago
  98. 98. How you see the files in each of the theme directories default my_theme_1 my_theme_2 all required files templates/3-col-layout.phtml templates/3-col-layout.phtml templates/header.phtml images/logo.gif css/base.css css/base.css css/boxes.css CMS Expo 2009 - Chicago
  99. 99. How Magento sees the files default my_theme_1 my_theme_2 all required files templates/3-col-layout.phtml templates/3-col-layout.phtml templates/header.phtml images/logo.gif css/base.css css/base.css css/boxes.css CMS Expo 2009 - Chicago
  100. 100. Advanced Themes CMS Expo 2009 - Chicago
  101. 101. Resources CMS Expo 2009 - Chicago
  102. 102. Magento Core Magento User Guide http://magentocommerce.com/support/ magento_user_guide Magento Designer’s Guide http://magentocommerce.com/design_guide Magento Technical Docs http://docs.magentocommerce.com Magento API http://magentocommerce.com/support/magento_core_api Magento System Requirements http://magentocommerce.com/system-requirements Magento Connect http://magentocommerce.com/magento-connect Chicago CMS Expo 2009 -
  103. 103. Other Places LinkedIn Magento Users Group http://linkedin.com/groups?gid=146360 Magento on Twitter @magento http://twitter.com/magento Magento Facebook Group http://www.facebook.com/group.php? gid=19137087720 CMS Expo 2009 - Chicago
  104. 104. Me Twitter @zuno http://twitter.com/zuno The files from this presentation http://zunostudios.com/cmsxpo CMS Expo 2009 - Chicago

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