Magento 2 Shopping Assistance (Part 1): Create New Customer Account

Customers on your Magento 2 store sometimes may need help with their purchase process. For instance, some customers like to shop online, but then they prefer placing the order by phone. In that case, you can offer immediate assistance by using Magento 2 Shopping Assistance tools in the backend. The service is available for both guests (customers that haven’t signed up for an account yet) and registered buyers. With the Magento Shopping Assistance tools, you can help your customers with the following tasks:

  • Create a customer account
  • Update a customer account
  • Create an order
  • Update an order

In this article, we will provide instructions to create a new customer account through the Magento 2 backend. There are 7 steps you need to follow to do the work:

  1. First of all, sign in with your admin account. On the Admin sidebar, click Customers. Then choose All Customers.
  2. Next, tap the Add New Customer button on the upper-right corner.
  3. In the Account Information section, you need to fill all the required fields:

Customer-Account-Information

    • Associate to Website: Choose a specific store view to link the customer to.
  • Customer Group: Put your customer to one of the three customer groups that are available in the dropdown box: General, Retailer, or Wholesale.
  • Disable Automatic Group Change Based on VAT ID: mark the checkbox if you don’t want the VAT ID Validation process to run automatically.
  • Next, type your customer name on the First Name and Last Name fields.
  • Email: Fill in with your customer’s email.
  • After completing all the required fields, complete the optional fields as needed:
    • Middle Name/Initial
    • Prefix
    • Suffix
    • Date Of Birth
    • Tax/VAT Number
    • Gender
    • Send Welcome Email From
  1. Next, come to the Addresses section. Click Add New Address to create a new address for your customer.

Address-information

5. There are two types of address in the left box: Default Billing Address and Default Shipping Address. Set the check-boxes to your preferences to define the type of the new address.

6. Fill in the First Name and Last Name fields. If the name fields are left blank, the customer’s name will be automatically used for the address.

7. Next, complete others fields as needed.

  • Company
  • Street Address
  • City
  • Country
  • State/Province
  • Zip/Postal Code
  • Phone number
  • VAT Number
  • Fax

8. When complete, click Save Customer to save all the changes.

Those are 7 steps that you can use to help your customers to create a new account through Magento backend. Follow our next bogs to receive more information about other Magento 2 Shopping Assistance tools.

A Quick Introduction of Grid Controls in Magento 2

Admin pages that control data show a list of records in a grid. In this article, we will focus on giving a quick introduction of managing the grid in Magento 2.

Admin will manage the data more effectively if he or she knows how to make use of grid controls in the backend page. Firstly, you can easily sort the data with the controls at the top of each column in the grid. The arrow in the column header indicates that the current sort order is either ascending or descending so that looking for data becomes more convenient. Secondly, you are capable of determining which columns display in the grid or changing different positions of them. Moreover, various column arrangements can be kept as views for the purpose of being used later. The Action column shows activities that can be applied to each record. Finally, the data from the current view can be conveyed to a CSV or Excel XML file.

Assort the list:

1. Choose any column header. The arrow shows the current order is ascending or descending.
2. To see other pages in the collection, utilize the pagination controls

Number the page:

1. Apply the Pagination control to the number of records that you want to view per page.
2. Click Next and Previous to page through the list, or enter a detailed Page Number

Filter the list:

1. Tap Filters icon
2. To define the record that you want to look for, fill in as many filters as necessary
3. Select Apply Filters to finish

We have shown you the brief overview of grid controls and how to manage the grid in Magento 2. We hope that this article is useful for the ones who are finding information about grid controls. If you need any help, please feel free to contact us.

An Introduction of Export Criteria in Magento 2

In Magneto 2, Export Criteria contains two factors, these are Export Filters and Export Attributes. In this article, we would like to give you an overview of these two. Let’s take attendance below to get more information about them.

Export

Export Filters

Export filters are used as a kind of tools which can help you determine the data they want in the export file based on attribute values. Furthermore, you can designate which attribute data you want to include or exclude from the export as wish. The types of filter complement with all types of database.

In order to choose exactly SKUs you aim to be included in the export file, filters will help you to determine. For instance, if you select Women in Gender filter, the exported CSV file will contain only products for women.

Date and time is also supported to be filtered in the export part. You just need to choose the date from the Calendar, then, all the information on that day will be exported with CSV file.

If you intend to include only database with a particular value, such as SKU, please enter the value into the Filter field. Besides, there are some fields such as Weight, Price, Dynamic SKU, VAT number, and Set Product as New have a form/to range of values.

Exclude Attributes

Let’s take a look at the the first column on the left, you can realize that the checkbox is used to exclude attributes from the export file. If you do not want an attribute to appear in exported files, you can choose that attribute in Exclude column by clicking.

In short, that is all the knowledge of Export Criteria in Magento 2 we want to share with you. If you find it helpful for you, please Like, Share and Subscribe to keep updating for more upcoming blogs!