Category: Store

All The Things About Customer Groups in Magento 2

In Magento 2, there are three default customer groups including General, Not Logged In and Wholesale. Generally, customer groups are set to specific discounts and tax class. Then, in this article, we would like to guide you to create customer group, edit customer group, assign a customer to a different group and delete a customer group. Let’s take your attendance below!

To Create Customer Groups

  1. Open the Admin homepage, then choose Stores on the sidebar. Next, under Other Settings, click on Customer Groups.
  2. Click on Add New Customer Group button. Then, do the following:

a. In Group Name field, enter a unique name with less than 32 characters to define the group.

b. In Tax Class field, select one which is applied to the group.

c. Tap Save Customer Group button to finish.

To Edit Customer Groups

  1. Open the Admin homepage. Then, on the sidebar, choose Stores. Next, choose Customer Groups under Other Settings.
  2. Open the record with edit mode.
  3. Make change if it is necessary.
  4. When complete, tap Save Customer Group button to finish.

To Assign a Customer to a Different Group

  1. Open the Admin homepage. Next, choose Customers on the sidebar. Then, choose All Customers.
  2. Find the customer you want in the grid of list and mark the checkbox in the first column. Next, do the following:
  1. Choose Assign a Customer Group for Actions control.
  2. Set Group control for the new group.
  3. When ready to confirm, tap Ok.

To Delete Customer Groups

  1. Open the Admin Homepage. Then, choose Stores on the Admin sidebar. Next, under Other Settings, choose Customer Groups.
  2. Open the document in edit mode.
  3. In the button bar, choose Delete Customer Group.
  4. To confirm, tap OK.
  5. When complete, tap Save Customer Group button to finish.

In short, here are all the details about Customer Groups 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 our next blogs!

An Easy Way to Configure Customer Password Options in Magento 2

In Magento 2, when you request to reset password, there will be a email sent to you for your notification including the lifetime of the password recovery link. It requires your new password have to meets the compulsory level of security. And you know, all of them, email template, lifetime of the password revovery link and, level of security are able to configure in customer password options from the backend. Moreover, admin can give customers permission to change their own password or set to only store owners can do so.

To Configure Customer Password Options

  1. Open the Admin homepage, then choose Stores on the sidebar. Next, under Settings, tap Configuration.
  2. In the board on the left, choose Customer Configuration under Customers. Next, expend the Password Options sector.
  3. Password Reset Protection Type field offers you 4 methods of managing password reset requests:
  • By IP and Email: The password can be reset online after receiving response about reset notification from Admin account.
  • By IP: The password can be rest online without any confirmation.
  • By Email: The password only can be reset after responding to an email notification sent form Admin account.
  • None: Only the admin can reset the password.
  1. In order to limit the number of reset password times per hour, do the following:

a. In Max Number of Password Reset Requests field, set the maximum number of password reset requests which is allowed to be sent per hour.

b. In Min Time Between Password Reset Requests field, set the minimum number of minutes which must transpire between requests.

  1. In order to configure the password reset email notification, do the following:

a. In Forgot Email Template, choose template used for the email sent to customers who have forgotten their passwords.

b. In Remind Email Template field, choose the template which is used when a password hint is sent to customers.

c. In Reset Password Template fieldchoose template used when customeres change their passwords.

d. In Password Template Email Sender field, set the store contact which appears as the sender of password-related notifications.

  1. To complete the password reset security options left

a. In Recovery Link Expiration Period (hours) field, set the number of hours for valid recovery link.

b. In Number of Required Charater Classes filed, set the number of differnet character types required for a password based on 4 character classes: Lowercase, Uppercase, Numeric, Special Characters.

c. In Maximum Login Failures to Lockout Account field, leave the number of failed login attempts until the Admin account is looked. If you want unlimited attempts, leave zero.

d. In Minimum Password Length field, leave the minimum number of characters which can be used in a password.

e. In Lockout Time (minutes) field, leave the number of minutes an Admin account is locked caused of too many failed attempts to log in.

  1. Tap Save Config to finish.

We have presented  a way to Configure Customer Password Options 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 our next blogs!

An Introduction of Store Information in Magento 2

What is Store Information? How to Enter Your Store Information? This article today will show you a quick introduction of Store Information in Magento 2.

store information

Store Information

Store details are the fundamental information consisting of the store name and address, telephone number and email address which show up on email messages, invoices and other communications sent to your customers. Store details section allows admin to define basic data about the online shop, which ensures that the store information is clear and the store is recognized.

Insert Your Store Details

Do the following to enter your store details in backend

  1. Choose Stores on the Admin Sidebar -> Tap Configuration under Settings.
  2. Select General under General section in the left panel.
  3. Widen the Store Information part and do this instruction:
  • Type the Store Name that you intend to use in all communications.
  • Enter the Store Phone Number and customize its form as you want to display.
  • Insert the hours your shop is open for business in the Store Hours of Operation section. (For instance: Mon – Fri, 9-5, Sat 9-noon PST).
  • Choose the Country where your store is placed.
  • Tap the Region/State with the country.
  • Enter data in Zip/Postal Code and City fields if necessary.
  • Type the Store Address. In case the address is long, continue the address on Store Address Line 2.
  • Insert the VAT Number of your store if applicable. Tap the Validate VAT Number button to check the number.
  1. Click Save Config to finish all the steps.

Conclusion

Provided above is the introduction of Store Information part in Magento 2. If you want to add or erase any item in this FAQ list, feel free to contact us. Don’t forget to Like, Share, and Subscribe to Magestandard for more informative Magento extension review articles.

A Detailed Introduction of Actions Control in Magento 2

People use the actions control for the purpose of applying an operation to records in backend. In this article, we will give you a detailed introduction of Actions Control in Magento 2.

magento2 actions control

What is Actions Control?

When handling a number of records in the grid, you can make use of actions control to assign an operation to one or more records. The actions control shows all operations you can apply to the individual type of data. For instance, with product records, actions control can be utilized to alter the status from “Disabled” to “Enabled”, update the attributes of chosen products or remove records from the database.

In addition, you are able to change as much as you want and then update the records in just one step. It is more effective than adjusting the settings of each product independently. The choice of existing actions varies by list and supplementary options might appear based on the chosen action. For example, when changing the status of a selection of records, a Status box shows up next to the Actions control with three extra options: Delete, Enable, Disable

How to Use Actions Control

Step 1: Choose Records

  1. Put a tick on the checkbox of each record that is a target for the action or use one of the following choices to select a group of records:
  • Select All / Unselect All
  • Select All on This Page/ Deselect All on This Page
  1. If you need to display only the records that you want to include, configure the filters at the top of each column.

Step 2: Assign an Action to Chosen Records

  1. Select an Actions control you want to apply

For example: Change Status

  1. Click Submit to finish all steps

Provided above is the specific explanation of Actions Control in Magento 2. If you have any query about Magento 2 topics, please feel free to send us.

4 Simple Steps to Make FedEx Available for Magento 2 Stores

Federal Express (FedEx) was first released in 1973, since then it has developed continuously to become the industry’s global leader, offering domestic and international shipping services by land and air to more than 220 countries all over the world. FedEx has ranked the first in Top 50 largest Global Freight Carriers for years. Like UPS, dimensional weight is also used as one of FedEx’s shipping rate calculations. This article will provide you with a complete guide to make FedEx available for Magento 2 customers.

STEP 1: Open a FedEx Shipping Account

Firstly, admin must contact FedEx Express to open a FedEx Merchant Account and register for FedEx Web Services Production Access. Then, admin should take a look at the production account information page to understand more about FedEx and their services. After all, choose “Obtain Production Key” which is shown at the bottom of the page to get your key and complete.

Please remember your key by copying or noting it down. It is essential for you to make FedEx available in backend configuration.

STEP 2: Enable FedEx for Magento 2 Stores

  1. On the left-side bar of Admin Homepage, find and choose Stores. Then click Configuration in the Settings section.
  2. In the Sales section, click Shipping Methods, scroll down until you see FedEx.
  3. Expand this section and complete this step by following the below instructions:

a. Choose “Yes” at the Enabled for Checkout

b. In the Title box, enter the name of this shipping carrier which will appear on screen when customers checkout their cart.

c. Register your FedEx account in the corresponding fields: Account ID, Meter Number, Key, Password.

d. The Sandbox Mode filed is to determine whether you want to apply FedEx in the testing environment or as one of available shipping methods. Choose “Yes” to test FedEx or “No” to offer this shipping carrier to your customers.


FedEx Account Settings

STEP 3: Complete the Package Description and Handle Fee

  1. The Packages Request Type field is used when one order must be split into multiple shipments. “Divide to equal weight” option means that each shipment has the same weight with each other, therefore admin can submit multiple packages in one request. If not, choose “Use Origin Weight” to submit separate requests for packages.
  2. In the Packaging field, admin choose their most regular type of packaging. There are 7 options for FedEx shipping: FedEx Envelope, FedEx Pak, FedEx Box, FedEx Tube, FedEx 10kg Box, FedEx 25kg Box, Your Packaging.
  3. Admin choose the pick-up method in Dropoff section. There are 5 options:
  • Regular Pickup: admin make arrangements for regular pickups. This method is effective for businesses that have a high volume of shipments.
  • Request Courier: admin have to request FedEx to pickup shipments.
  • Drop box: admin bring their shipments to nearby FedEx drop box.
  • Business Service Center: admin bring their shipments to local FedEx business service center.
  • Station: admin bring their shipments to local FedEx station.
  1. In the Weight Unit field, admin register the unit of measurement used in locale. Admin can choose “Pounds” or “Kilograms”.
  2. Enter the Maximum Package Weight for each FedEx shipments. The default is 150 lbs. However, in case you have another agreement with FedEx, you can ask them for more detail.

FedEx Package Settings

  1. Handling fee is an additional fee that can be charged by FedEx. This fee is not shown during checkout. In case admin want to charge a handling fee, follow the below instructions:
  2. In Calculate Handling Fee section, choose calculation method to control handling fee. There are two options:
  • Fixed Fee
  • Percentage

8. Admin can decide to apply handling fee for each order or for each package in the Handling Applied section.

9. In the Handling Fee, admin needs to register the rate to calculate handling fee based on chosen Calculate Handling Fee option. If admin choose “Percent, enter the number without “%” symbol. For instance: enter “0.01” for 1%. If admin choose “Fixed”, enter the amount of fee there.

fedex FedEx Handling Fee Settings

STEP 4: Allowed Methods and Applicable Countries

  1. Modify Residential Delivery section to your selection. Choose “Yes” to offer Business-to-Consumer (B2C) or “No to offer Business-to-Business (B2B).
  2. In the Allowed Methods section, there is a list of available shipment methods for admin to choose. Admin should consider carefully which methods are suitable for their business. Admin can choose one or multiple options by holding the Ctrl button. Please note that if admin want to offer Smart Post, admin must enter the Hub ID.
  3. In the Free Method list, admin chooses the method that he/she wants to use for free shipping. Then, do the following:

a. In the Free Shipping Amount Threshold section, choose “Disable” to not apply free shipping for any order via FedEx or “Enable” to offer free shipping.

b. If admin choose to offer free FedEx shipping, enter the minimum amount of free shipping order in the next Free Shipping Amount Threshold.

c. In the Displayed Error Message box, admins enter or paste a message that will be shown on screen in case FedEx is not available. Admin can also use the default message there.

fedex
FedEx Allowed Delivery Methods

  1. In the Ship to Applicable Countries section, choose “Specific Countries” and select from the list each country where FedEx is available (hold the Ctrl button to select multiple options) or “All Allowed Countries” to offer worldwide shipping via FedEx.
  2. In case admin wants to have a log file that contains all FedEx orders’ information, set Debug to “Yes”.
  3. The Show Method if Not Applicable section is to determine to show FedEx shipping methods all the time (whether it is available or not) by tapping “Yes”. If not, choose “No” to show only when it can be used.
  4. In the Sort Order field, enter the number corresponding to FedEx’s position in the list of available shipping methods while checkout. For example: 0 for the first, 1 for the second, etc.
  5. Click Save Config to complete.

fedex
FedEx Applicable Countries