PRESENTATION ON MAGENTO

BY :-

ABHISHEK TIWARI

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.

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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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 term that 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 will share certain information.

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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 and create two different store views for that store.

Magento's Architecture

Magento is built on top of the Zend Framework, ensuring that the code base will be secure and scalable. There are many reasons for choosing the Zend Framework, but the main one is that Zend provides an object-oriented library of code with a committed company standing behind it. Using this framework, Magento was built with 3 central tenets in mind.

Flexibility: We believe each solution should be as unique as the business behind it. Magentos code allows for seamless customizations.
Upgradeable: By separating the core code from community and local customizations, Magento can be easily customized without losing the ability to upgrade. Speed and Security: The coding standards used by the developers follow best practices to maximize the efficiency of the software and provide a secure online storefront.

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 of extensions, which we will get into in a moment, but they will all reside in the same directory.

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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.

Extensions

In short, extensions are exactly what they sound like. One or more 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 payment gateway integrations, or a featured items promotional tool.

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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, template and/or skin file(s) that create the visual experience of your store. Magento is built with the capacity to load multiple themes at once.

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 a per-module basis, with every module bringing with it its own layout file.

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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 you ask? Good question, and dont worry, we are almost done defining the components of Magento.

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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 actual content 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.

ADMIN PANEL

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 this chapter, 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.

If you have a standard domain such as mystore, type this: http://mystore.gostorego.com/admin If you have a custom domain such as mystore.com, type

this:
http://www.mystore.com/admin 2. Type your User Name and Password, and click the Log In button.

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! 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.

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 and taxes.
Catalog:-The Catalog menu controls everything related to your product catalog, including products, categories, attributes, URL rewrites, search terms and indexing, product reviews, ratings and tags, Google Content and Google Sitemap.

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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.

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. 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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Newsletter:-The Newsletter menu is used to manage the list of subscibers to any newsletters you publish. CMS:-The CMS menu lets you create new content pages and edit existing ones. In addition, you can create static blocks of content, and set up dynamic frontend apps, such as a rotating banner or list of new products. You can also create polls and monitor the responses. Reports:-The Reports menu provides a broad selection of reports on every aspect of your store, including sales, shopping cart, products, customers, reviews, tags, and search terms.

System:-The System menu provides configuration utilities for every aspect of your store. In addition, you can manage your account, set permissions, import/export data, manage email templates, currency and translations and create additional store views.

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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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 your plan.)

Sales Charts

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

Summary Reports

The blocks on the left of the Dashboard provide summary information 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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Bestsellers:-Lists your best-selling products, showing the price and quantity ordered.

Most Viewed Products:-Lists the most recently viewed products 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.

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. Set Current Month Starts to the current month. System > Configuration > Reports > Dashboard

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

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.

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.

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 are located in the Admin panel, so you can complete the configuration. Well start from a global perspective to configure your country, language, and time 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 accept orders. By default, all countries in the list are selected. (To select individual 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, 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 your area. (Hold the Ctrl key down to select more than one option.) 7. When finished, click the Save Config button.

System > Configuration > General > Locale Options

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

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 on customer communications. 5. In the Store Contact Address box, type the mailing address of your store. System > Configuration > General > Store Information

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.

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

Managing Permissions

Magento Go uses roles and permissions to provide different levels of access to the Admin panel. Each person who needs access to the Admin 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 you receive 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, the first 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

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 Super Admin account. System > Permissions > Users

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

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

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.

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.

THANK YOU