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10 Things about Admin Sidebar in Magento 2

The sidebar is designed for both desktop and mobile devices for the purpose of navigating and managing the store. In this paper, we will take a closer look at components of Admin Sidebar in Magento 2.

The Admin sidebar is located on the left of the page and known as the main menu of your store’s admin. This flyout menu helps you control and operate your store effectively on a daily basis.

1. Dashboard

When you sign in to the Admin, the first page you can see is the dashboard giving the overall view of sale and customer activity. The dashboard is the default first page for the admin but you can also alter the configuration to present another page when logging in.

2. Sales

In Sales menu, there are selections as different steps in the cycle of an order consisting of orders, invoices, shipments, credit memos, billing agreements and transactions so that the admin can manage them at any time.

3. Products

The Products menu supports admin in product creation, category and inventory management along with tools to control the content of catalog.

4. Customers

You can manage customer accounts and view who is currently online in your store with the Customers menu. Choosing All Customers if you want to have detail information about clients or selecting Now Online if you need to know customers who are online.

5. Marketing

The Marketing menu allows you to manage markerting tools including promotions, communications, SEO & search or user content.

6. Content

With the Content menu, you can manage the content elements and design of the store. It consists of creating pages, blocks and frontend apps or controlling your store display.

7. Reports

In the Reports menu, you will have insight into aspects of your stores comprising marketing, sales, customers, reviews and products. About marketing, you can view products in cart, search terms, abandoned carts or newsletter problem reports in detail. Moreover, orders, tax, invoice, shipping and more can be supervised in sales as well as order and new accounts report are listed in customers section so that you can manage them effectively. In terms of products, you can see reviews and other necessary information about products such as view or bestsellers.

8. Stores

The Stores menu helps you manage the store hierarchy, configuration, sales and order settings, tax and currency, product attributes, product review ratings, and customer groups.

9. System

The System menu supports you in importing and exporting data via data transfer, setting up extensions, managing system caches and indexes, permissions, backups, system notifications or custom variables.

10. Find Partners & Extensions

This Magento marketplace allows you to have knowledge of platinum partners of Magento or search other partners by visiting the Magento Partner Directory. You can also find solutions for your store with extensions and themes which are essential components of the Magento Ecosystem.

We hope that you have collected helpful information by reading this article. If you have any question, please feel free to contact us.

An Overview of Product Workspace in Magento 2

Creating product(s) is the very primary step to build an online store. First of all, you need to determine which product type your new item belongs to. There are 6 types of products in Magento 2: Simple product, Configurable product, Grouped Product, Virtual Product, Bundle Product, and Downloadable Product. Each of those types has its own features that differentiate themselves from others. In this section, you will find information about how to create a product of each type in Product Workspace.

The first part of studying how to create a new product for your online store is to learn about Product Workspace. Product Workspace is a section in which a set of basic information of a new product is performed. It is not exactly the same for all types of product, but configured by admin in the categories and attributes setup part.

It is crucial that every single product need to have a Name, a unique SKU for controlling activities and a unit price to sell. Other fields can be either optional or mandatory, it is up to attributes setting.

Enable Product: Indicates the online status of a product:

“Yes” : The product is currently online.
“No” : The product is currently offline.

Attribute Set: The attribute set of a new product will have effect on what kind of information you need to add to your product description. For example, if you choose Bottom for the Attribute Set, some kind of information like Color, Size, … might be required. But if you choose Gear the Category Gear field will show up.

Add Attribute: This button allows admin to add an attribute for a product. For example, you may want to add the Manufacturer Attribute to your new bag to provide more detailed information to customers in the homepage.

Save Menu: Magento 2 offer store owners three saving options after creating new products.

Save: Store up the current product, and continue working.
Save & New: Save and close the current product, then open a new product grid right right on click. This new product grid is base on the same product type and template. It is especially helpful when admin want to create a number of products in the same product type.
Save & Duplicate: Like the second option, its function is to save and close the current product. However, this selection will open a new duplicate copy.
Save & Close: Save the current product and come back to the Inventory workspace.
Save Menu

That is a brief information about how to create a new product and what the Product Workspace is. Follow our later blogs to get more information.

The Overall View of Customer Account in Magento 2

The header of every page in your store brings forward an offer for shoppers to log in or register for an account with your store. This article helps you to have the overview of Customer Account in Magento 2.

When clients sign in their customer accounts, they can get a chain of advantages that regular visitors of the store don’t have.

Faster checkout Customer Account

Registered customers are capable of checking out faster because a lot of information is already in their accounts. As soon as your account is active, you can record contact details for future use. You don’t need to waste time filling in personal information as well as moving through many steps to buy commodities.

Self service Customer Account

Customer accounts allows clients to log in and control their own bookings and contact information. This is a function that you can get only if you already activate your account in the store. Customers who registered can change their information, review the status of orders and even reorder from their account dashboard at any time.

To access account dashboard, customers can tap My Account in the store header.

My dashboard page appears and customers can use their account dashboard to see and alter their information including:

Recent Orders: order number, date, order total, status, action
Account Information: contact information, newsletter subscriptions
Address Book: default billing and shipping addresses, additional address entries
Compare Products
Product Reviews
Wishlist and more

Due to these benefits, operations in the store become time-saving and feasible. Shopping is more convenient when you can easily manage your bookings and other important information in the store with a customer account.

Through this article, you must have had necessary information about Customer account in Magento 2. We hope that this article is useful for you and if you need any help, please feel free to contact us.

The Brief Overview of Admin Account in Magento 2

When you establish your store for the first time, you receive an online account called Admin account that has full permissions of the Administrator role. This article will provide you with details about Admin account in Magento 2.

What is Admin Account?

During the installation, your Admin account was originally set up along with placeholder information. You can change your user name and password, your first and last name as well as update your email address anytime.

In Magento, there are various levels of approach to the Admin due to roles and permissions. For instance, a designer can only access to the Design tools but cannot have the entry in customer and order information.

Moreover, user access can be limited to only a specific site, set of sites or associated data. In case you own many brands or business units with different stores on the the same Magento setting up, you are able to hold back and protect data of each of your business units from other Admin users.

Change account information

Do the following steps to change your account information:

Click on the Account icon in the upper-right corner -> Select Account Setting.

2. Alter sections in your Account Information if necessary

User Name: should be easy to remember and not case-sensitive.
Email: must be different from the one associated with your Admin account.
Password: must be seven or more characters long and contains both letters and numbers.
Password Confirmation: repeat the password to check the accuracy.
Interface Locale: set the language used for the Admin interface if your store has multiple languages.

Choose Save Account to finish all steps.

Conclusion

All parts in your Admin account should be set up carefully with high security to maintain stability of the website. We hope that this article will be an useful guide for new users who need to find information about Admin account setting.

How to Manage Dynamic Media URLs in Magento 2?

4A Dynamic Media URLs is an address that direct user to an image or a media file. As a normal dynamic URL, a dynamic media URL may include a query string and is not very much friendly with SEO. If it is set as “enable” by admin, dynamic URL can bring the users directly to your data processor. It also can link them to files that are stored on a content delivery network. Dynamic Media URL in products and categories can help to improve catalog performance, resulting in a positive experience for your customers when they are shopping online.

Like other markup tags, a dynamic media URL code is covered in double curly braces. Here is a typical format of a dynamic media URL: {{media url=”path/to/image.jpg”}}

Configure Dynamic Media URLs

As mentioned, dynamic media URLs can be configured to be either “enable” or “disable” by an admin of the online store. Below are steps should be taken:

Sign in with an admin account.
Click Stores on the left panel, then choose Configuration under Settings.
Expand Catalog and tap the Catalog element bellow it.
Click the drop-down arrow on the right side of Storefront.
Media URLs Storefront
Now set the Allow Dynamic Media URL in Products and Categories choice as your preference.

Press Save Configuration to confirm your setting.

Configure Static Media URLs

Admin can also use static media URLs for catalog product and category descriptions.

In the backend status, tap Stores.
Choose Configuration under Settings.
Expand General factor, then select Content Management. Here you will see WYSIWYG Options.
Set Use Static URL for Media Content in WYSIWYG for Catalog to “Yes” if you want to use static URLs by default for media files and “No” otherwise.
Click Save Configuration to save changes.
Static Media URLs

In short, with only a little effort, you can easily configure dynamic media URLs for your online store. It not only helps to better control catalog products and categories but also bring your customers finer shopping time.