Magento Store Setup

Magento Store Setup

Magento - Setup Contact

Step (1): Login to your Magento Admin Panel.
Step (2): Next go to CMS menu and click on the Pages option.
Step (3): Select the page which you would like to edit or else you can create the new page by clicking on Add New Page button.
Step (4):Click on the Content option on the left side of page which will open the WYSIWYG editor and click on the HTML option that display HTML Source Editor window and paste the below code.
<!- CONTACT FORM- >
{{block type="core/template" name="contactForm" form_action="/contacts/index/post" template="contacts/form.phtml"}}
<!- END OF CONTACT FORM- >
Step (5): Click on Save Page button and preview the created page to see the contact form.

Magento - Setup Categories

Step (1): Login to your Magento Admin Panel.
Step (2): Go to the Catalog menu and click on the Manage Categories option.
Step (3): Next you need to fill the fields like Name of the category, Is Active status which is set to Yes/No and Description of the category and fill the other field's information.
Step (4): Click on Save Category button and your category is ready to have the products added to it.



Magento - Setup Products

Step (1): Login to your Magento Admin Panel.
Step (2): Next go to Catalog and select the Manage Products option from dropdown menu.
Step (3): Under Manage Products section, you will see a list of products, if you have added to your Magento store. If you want to add new product, click on the Add Product button on the page.
Step (4): Next select the Attribute Set and Product Type. There is no need to change anything just go ahead and click on Continue button.
Step (5): Under General section, fill all the details such as Name of the product, Description, SKU (Stock Keeping Unit), Weight, Status, Visibility etc, and then click on the Save and Continue Edit button.
ex. name : Nike, Description : Nike, Short description : this is the first product in magento, SKU: 45698, Weight: 100.0000, Status: Enable, URL Key: nike, Visibility: catalog, search
Step (6): Enter the Price and Tax Class for your product and you can also add additional price using Group Price, Special Price and Tier Price options. Fill all the necessary fields and click on Save and Continue Edit button to proceed further.
Step (7): If you want to see list of the saved products, just go to the Catalog and click on the Manage Products option.
Step (8): You can customize the product information by clicking on the Inventory option on the left side. You can set quantity of the products, stock availability etc as shown in the screen. Then save the product by clicking on save button.

Magento - Setup InventoryInventory allows setting a product's stock quantity. For instance, you have a product with 100 units in stock. If you set the stock availability to "Out of Stock" then it will force the item to be out of stock.

Step (1): Login to your Magento Admin Panel.
Step (2): Go to System menu and click on the Configuration option.
Step (3): Click on the Inventory option under the Catalog section on the left side which contains two panels Stock Options and Product Stock Options as shown in the screen.
Step (4): The Stock Options panel contains some settings.
Step (5): Product Stock Options panel contains settings related to managing the stock of the products.

Magento - Setup Taxes

Step (1): Login to your magento admin panel.
Step (2): Go to Sales menu > Tax and click on the Product Tax Classes option.
Step (3): Product class is a type of product that is being purchased. It includes two product tax classes:Taxable Goods and Shipping. To add new product tax class, click on Add New button.
Step (4): Next enter name for your product tax class in the Class Name box and click on the Save Class button in the upper right corner.

Set up Tax Rates

Step (1): Login to Magento Admin Panel.
Step (2): Go to Sales menu > Tax and click on the Manage Tax Zones & Rates option.
Step (3): Under Manage Tax Rates window, click on the Add New Tax Rate button.
Step (4): It provides several options such as:
Tax Identifier. This field defines the title of the newly created tax rate.
Country and State fields describes the country and state to which the specific tax applies. You can select country and state from the dropdown options given to you.
Zip/Post is range(set to Yes) field provides two fields Range From and Range To. These fields show the starting and ending of ZIP code range.
Rate Percent specify the percent of the tax rate.
After done with the settings, click on the Save Rate button.

Setup Tax Rules

Step (1): Login to your Magento Admin Panel.
Step (2): Go to Sales menu > Tax and click on the Manage Tax Rules option.
Step (3): To add new tax rule, click on the Add New Tax Rule button in the top right corner.
Step (4): It contains some settings such as:

Name field specifies name for tax rule,
Customer Tax Class field displays the list of customer tax classes that you have created
Product Tax Class field displays the list of product tax classes that you have created
Tax Rate field selects the tax rate which you want to apply to this rule
Priority field specifies when the tax should be applied to other tax rules
Sort Order field displays the order in which tax rules should be displayed.
After done with the settings, click on the Save Rule button.

Magento - Setup Shipping Rates

Step (1): Login to your Magento Admin Panel.
Step (2): Go to the System menu and click on the Configuration option.
Step (3): On the left side of the navigation, click on the Shipping Methods under Sales section.
Step (4): Next expand the Table Rates section, enable the table rates by selecting Yes from the dropdown menu for the Enabled field. It will turn off flat rate shipping and allow you to specify different rates based on chosen criteria.
Step (5): Fill all the required fields as shown in the screen and click on the Save Config button. It will save your current configuration into Magento.
Step (6): If you want to modify the fields of table rates section, go to Current Configuration Scope menu in the top left corner and select the Main Website option from dropdown menu.

Magento - Setup Payment Plans

Step (1): Login to your Magento Admin Panel.
Step (2): Go to System menu and click on the Configuration option.
Step (3):On the left side of the navigation, click on the Payment Methods under Sales section.
In some of the payment methods, there are some common settings as specified below:

Enabled: This option is used to enable or disable the payment method.
Title: It specifies title for the payment method whic will display during customer checkout and inside order emails and summaries.
New Order Status: It represents the status of an order after processing of payment. It will display either Pending or Processing choices.
Sort Order: During checkout mechanism, it displays the position of the payment method in the list of all the payment choices.
Payment Applicable From: It selects payment from all countries or some specific countries in which countries will offer the payment method you are configuring.
Minimum Order Total: It specifies minimum order amount available for the products order.
Maximum Order Total: It specifies maximum order amount available for the products order.

Step (4): Next under Merchant Location panel, set the merchant country from the dropdown menu.
Step (5): It provides following types of payment methods which adds PayPal as additional payment method to your checkout page.
Step (6): You can click on the Configure button to make PayPal settings. Fill the email field with email address which is associated with PayPal merchant account for accepting the payments and along with all other required fields.
Step (7): Basic and Advanced settings of PayPal payments.
Step (8): Under Basic Settings, enter Title for the payment method, Sort Order option used to sort payment methods in the checkout page, Payment Action section offers to select either Sale or Authorization or Order which defines how the payment will be processed in the PayPal payment system. Under Advanced Settings, select the Payment Applicable From option as All Allowed Countries and along with fill the all other required fields.
Step (9): Next panel is Saved CC which provides credit card payments on your website.
Credit Card Types: It allows for selecting credit card types for the payment processing.
Request Card Security Code: It ask for the credit card's security code which makes fraud little harder by setting it to Yes.
3D Secure Card Validation: It is an additional security functionality where customer needs to provide credit card password to complete the purchase order.
Step (10): Next is the Check/Money Order panel.
Set the values for Make Check Payable to and Send Check to options.
Step (11): The Zero Subtotal Checkout panel is a payment option that displays when order total is zero and not required to enter payment details for the customer.
Step (12): The Bank Transfer Payment panel contains one specific field called instructions which allows to enter bank account details that customer needs to transfer money to you.
Step (13): The Cash on Delivery Payment panel also contains one specific field called instructions which allows to list information related to the cash on delivery payment.
Step (14): The Purchase Order panel contains same options as mentioned above.
Step (15): Next, the Authorize.net Direct Post panel contains some other options such as setting the payment action, API login ID for authorization, setting the transaction key and merchant name, setting the test mode to Yes/No, Gateway URL of authorization, setting the accepting currency, email of customer and merchant, types of credit card used for purchase, enable or disable the credit card verification
Step (16): The Authorize.net panel works as similar to the Authorize.net Direct Post panel, but only difference is that it allows for enable or disable of the 3D secure card validation on the credit cards which makes fraud little harder by setting it to Yes.
Step (17): After done with the settings, click on the Save Config button in top right corner to save your payment methods.

Magento - Setup Payment Gateway

Step (1): Login to your Magento Admin Panel.
Step (2):Go to System menu and click on the Configuration option.
Step (3): Next you will see some list of options on the left side of the page. Scroll down and go to the Sales section and click on the Payment Methods option.
Step (4): Under the Payment Methods section, expand the PayPal Payment Gateways option. It provides two types of payment gateway methods; one is Payflow Pro (Includes Express Checkout) and Payflow Link (Includes Express Checkout). Click on the Configure button to enter details for Payflow Pro and Payflow Link options respectively.

Magento - Setup Payment Methods

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

Magento - Setup Currencies

Step (1): Login to your Magento Admin Panel   
Step (2): Go to System menu and click on the Configuration option.
Step (3): On the left side of the navigation, click on the Currency Setup option under General section.
Step (4): Expand the Currency Options panel, you will get some settings option.
Step (5): After selecting your currencies option, click on Save Config button in top right corner to save your settings.

Magento - Setup Check Out Options

Checkout options are used for enabling and disabling the one-page checkout

Step (1): Login to your Magento Admin Panel.
Step (2): Go to System menu and click on the Configuration option.
Step (3): Under Sales section on the left side, click on the Checkout option.
Step (4): Expand the Checkout Options panel which includes setting for one-page checkout with enable/disable option, you can also enable/disable guest checkout and last option from which you can enable or disable terms and conditions.
Step (5): Next panel is Shopping Cart which has options
Quote Lifetime (days) which determines lifetime of products in cart, after a customer puts items in the cart
After Adding a Product Redirect to Shopping Cart determines whether customers should be redirected to the shopping cart page after product is placed in the cart,
Grouped Product Image and Configurable Product Image options determine whether the parent image of product should be displayed on the cart and whether configurable product is added to the cart should be displayed on the shopping cart or not.
Step (6): The My Cart Link panel specifies whether the number of quantities in the cart should be shown or whether the number of different products should be shown using the Display Cart Summary field.
Step (7): The Shopping Cart Sidebar panel contains two options:
The Display Shopping Cart Sidebar option can hide or show the cart sidebar on the frontend
Maximum Display Recently Added Item(s) option specifies recently added items should be listed in the cart.
Step (8): The Payment Failed Emails panel has some settings such as:
Payment Failed Email Reciever option stores email address to which payment failed email should be sent
Payment Failed Email Sender option specify from which email address payment failed email should be sent
Payment Failed Template option specifies which template should be used to display message
Send Payment Failed Email Copy To option allows to send copies of emails to additional email addresses and last option
Send Payment Failed Email Copy Method selects either separate emails or blind carbon copies methods to send email copy.
Step (9): After done with all settings, click on the Save Config button to save your settings.




Magento - Setup Google Checkout

Google Checkout is online payment processing service provided by Google.

Step (1): Login to your Magento Admin Panel.
Step (2): Go to System menu and click on the Configuration option.
Step (3): On the left side of the navigation, click on the Google API under Sales section.
Step (4): Expand the Google Analytics panel which shows some settings such as:
Enable option should be set to Yes to activate payment method,
Type option provides two types: Google Analytics and Universal Analytics,
Account Number accepts your account number,
Enable IP anonymization option should be set to Yes.
Step (5): After done with the settings, click on the Save Config button in top right corner to save the changes that you have made.

Magento - Setup Store Live

shows how to setup the live store on your Magento website.

Step (1): Login to your Magento Admin Panel.
Step (2): Go to System menu and click on the Manage Stores option.
Step (3): Under Manage Stores section, you will get website names, store names and Store View Name columns. Click on the Create Store button to begin with setting up the Magento live store.
Step (4): The store information includes some options such as:
Website which allows selecting the website name which you created before
Name option specifies name of your second website name
Root Category option specifies the root category that will be used for store.
Step (5): After done with the settings, click on the Save Store button.