An Overview of Catalog in Magento 2

As mentioned in the previous article, products in Magento 2 backend consists of 2 factor: Catalog and Category. In this topic, we will discuss more details about Catalog in Magento 2.

Catalog in Magento 2
Catalog in Magento 2

At first, the term Catalog is used to refer to the products in Magento database. There are several factors for admin to determine when accessing to the data of catalog, namely scope configuration, catalog setting and the root category which is assigned to Magento store.

Secondly, it contains products which are available or offered for sale, as well as those which are not enabled or not available for sale currently.

The next interesting thing about catalog is that all products in the database in the backend can be accessed through the catalog grid. In case your Magento store has multiple websites, each one of them can have a different choice of choosing products for sale from the same database.

Besides, the word Catalog has another more narrow definition in sales, and it is used to refer to a special choice of available items for sale. For instance, you are running a discount promotion, so you might create a saleoff catalog for this promotion; or a catalog for new products in your Magento store.

When discussing about it, we might need to mention 3 included factors: catalog workspace, catalog URLs and using a flat catalog. However, please wait for the next coming topics for detailed user guide of these factor in catalog.

Like a printed one, the content of catalog in Magento 2 has the main menu to organize items by category so that customer can find what they need conveniently. The main menu, also known as ‘’top navigation’’ is based on a root category, containing for the menu assigned to your store. Due to that the store view scope is configured for the specific menu options, there will be different menu based on the same root category for each view. Moreover, there is a curated choice of products suitable for your Magento store as you want.

In short, here are all the details and reviews of Magento 2 Backend: Catalog 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!

 

How Much Do You Know About Product Menu in Magento 2?

Products, the most necessary factor in business in general and in e-commerce in specific. Of course, in Magento 2 platform, we cannot ignore this important factor. When we discuss about products in Magento 2, we have to mention Product Menu, which might not be strange any more to Magento store owners.

Product Menu in Magento 2

From the admin panel in Magento 2, products have their own parts for admin to manage. You just need to login your admin account, next open the menu in your left side, and click into Products. Then, there will be Product Menu which provides you with ability to create product, category; manage product and inventory as well as content of catalog conveniently. The Product Menu in Magento 2 is divided into 2 options: Catalog and Category. When click Product menu in the backend, you have to choose selecting Catalog or Category depending on your purpose.

Product menu in Magento 2
Product menu in Magento 2

Catalog in Magento 2

Regarding to product catalog in Magento 2, Catalog is used to create new products and manage inventory of products. Admin can create all types of Magento product, manage product or edit them.

For more details about Catalog in Magento 2, please wait for the next article.

Category in Magento 2

In the backend of Magento 2, Category allows admin to create the structure of category. One interesting thing is that category structure is actually the foundation of the navigation of Magento store. The store’s navigation is understood like the simple group of website page’s links which allow customers to navigate around the Magento site. Obviously, the store’s navigation plays an important role in online store.

For more detailed information about Category in Magento 2, please wait for the next blog.

We have presented about Product Menu in Magento 2. We hope that this article can show you useful information to select the appropriate extension for your online shop. If you find it helpful for you, please Like, Share and Subscribe to keep updating for more upcoming blogs!

An Introduction on Sales Menu in Magento 2

The Sales menu of Magento 2 provides a workflow of how a customer order is operated. The Sales menu includes six parts: Orders, Invoices, Shipments, Credit Memos, Billing Agreements, and Transactions. This blog will provide a brief introduction on each part of the Sales menu.

To find the Sales menu, please navigate to AdminSidebarSales.

magento-2-sales-menu
Here are the six options of Sales menu:

1. Orders

magento-2-sales-orders

When customers place orders in the frontend, the sales order will be created on the Orders grid. This is regarded as a record of the transaction that the customer makes. The order status is pending and the order can still be canceled because no payment is made yet.

2. Invoices

magento-2-sales-invoices
The invoice shows the receipt of payment for the order. Admin can generate multiple invoices for an order, depending on the product that admin specify.

3. Shipments

magento-2-sales-shipmentsWhen products of the order have been shipped to customer, shipment document is generated. Just like invoice, admin can also create multiple shipments responding to the products of that order.

4. Credit Memos

magento-2-sales-credit-memos
If customers receive a refund for the order, the credit memo will be created. Therefore, in general, the credit memo understood as is the amount owed to customer. Admin can generate the credit memo for an order or multiple orders.

5. Billing Agreements

Billing agreement allows customers to sign an agreement with the payment system so that whenever they check out, they don’t have to fill in the payment information again. On checkout process, customers can choose the billing agreement as the payment method, and then customer’s account will be charged by the payment system.

6. Transactions

Transaction provides the list of all payment activities between the store and the payment systems. Admin can check detailed information of any transaction here.
We have presented about 6 Options of Sales Menu for Magento 2. We hope that this article can show you useful information to select the appropriate extension for your online shop. If you find it helpful for you, please Like, Share and Subscribe to keep updating for more upcoming blogs!

How to Master Catalog Workspace in Magento 2?

Are you using Magento 2? And you find it difficult to manage your online products? Don’t worry!! This article will provide you detail information about Product Catalog in Magento 2. After reading this, you will absolutely get the key to Catalog Workspace in Magento 2.

Where can you find Product Catalog?

From the backend mode in Magento 2, you can easily manage the Catalog as you want to. Firstly, you need to sign up with the admin account. Then click on Product category. There you can see three sub-categories: Inventory, Catalog and Categories. Pick up Catalog and you are in Magento 2 Catalog Workspace.

Where-to-find-Product-Catalog

What do you have in Catalog Workspace?

Once you are in the Catalog Workspace, you can see all of products listed on The Catalog grid. It allows you to control over every single products on the list: either edit the existing product or add a new one.

Workspace Control Tools

Workspace-Control-Tools

  • Add product: If you want to create a new product, click on the button. The down arrow provide you with 6 types of product: Simple, Configurable, Group, Virtual, Bundle, and Downloadable Product. You can choose one of them for your new product.
  • Filters: Provide catalog search with multiple attributes
  • [Default] View: Show the current layout. You can simply choose another grid column view (if any is available) or make up a new one.
  • Columns: You can choose different attributes to show on the Catalog grid columns by marking the checkbox in the first column of each. The most important ones are ID, Name, Price, SKU,…
  • Actions: Product list actions offers three options: Delete, Change Status, and Update Attributes.

Columns control

  • Checkbox : You can choose the product one by one or choose all of them by selecting “Select All” option. There also is “Select all on this page” choice, which help you choose all products on the current page.
  • ID: A unique number for a single product.
  • Thumbnail: Show a small picture of product.
  • Name: Name of the product.
  • Type: Type of the product.
  • Attribute Set: Show which categories the product belongs to.
  • SKU: A unique code of product in inventory.
  • Quantity: Indicate the current number of product in stock.
  • Visibility: Show the place that a product can be seen in the catalog: Not Visible Individually/Catalog/Search/or Catalog, Search.
  • Price: Unit price of one product.
  • Action: Click “edit” to come to edit mode.

Now you definitely can master the Product Catalog on our Magento 2!

A Helpful Guide to Basic Configuration in Magento 2

Mastering the basic configuration is a must-have thing for any store owner. This blog will guide you through the basic setting in Magento 2 admin panel. To be more specifically, there are five main sections that will be introduced in this article, including store admin, store details, storefront branding, website – store – view and industry compliance.

1.Store Admin in Basic Configuration

 

The store admin is your back office that you can conduct all the actions here, from creating product, managing order, setting promotion to configuring tax and checking customer data. All the administrative tasks are executed in store admin.

The store admin is protected by a password that is set up when you install Magento 2. In case you forget the password, you can request a temporary password sent by the system to the email you use when creating your account.

2. Store Details in Basic Configuration

Please navigate to Admin => Sidebar => Stores => Configuration => General => Store Information.

magento-2-store-details-in-basic-configuration
Magento 2 store details

This part allows admin to enter detailed information about your store, including store name, store phone number, store hours of operation, country, region, postal code, city, street address, and VAT number.

The store’s detailed information such as name, address, email and phone number will be included in your document like invoice and email sent to customers.

3. Storefront Branding in Basic Configuration

magento-2-storefront-branding-in-basic-configuration
Magento 2 storefront branding

When first setting up for your frontend store, here are a few quick thing you can do: add logo in the header, use the favicon for the browser, a demo notice on the header such as “This is a demo store. Any orders placed through this store will not be honored or fulfilled” and a copyright note on the footer of the page.

4. Websites, Stores, and Views

During Magento 2 installation, admin can create multiple websites, each website can have multiple stores and each store can hold multiple store views. Admin is capable of managing all websites, stores and store views from admin panel.

5. Industry Compliance

It is merchant’s responsibility to oblige the legal requirements, industry guidelines and best practices which are set by law, payment card industry and depended on the location.

In short, here is all the details for Magento 2 Basic Configuration 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!