Complex Data and Three Product Types Using Complex Data in Magento 2

 

In Magento 2, they use the word complex data as a term to refer to the data which is connected with multiple product options. The three product types using data that originally come from independent products with aim to create product variations and multiple options are Configurable Product, Grouped Product, Bundle Product.

Configurable Product

We can simply understand configurable product as a single product which combines with  various options for each variation. To go into detail, each option can be considered as a particular simple product with its own SKU – the code that helps distinguish products individually and makes it possible to track inventory for each product variation. If you want to get a similar effect, you totally can start from a simple product then associate it with custom options. However, there is no ability to track inventory for specific variation for that kind of product.

Grouped Product

A grouped product is a combination of simple products that have link with each others and are presented as a group. You can group variations of a single product or combine them by season or theme to create a set of different products. Customers can purchase product separately or as part of the group or all group as their demand. Additionally, each item is listed separately in the shopping cart.

Bundle Product

Bundle product is called customizable product that you can build your own. Item included in a bundle product can be based on simple product or virtual product.

If you export a configurable product, standard attributes which make up a simple product would be the roots for plus the additional attributes that are needed to manage complex data.

Complex Data Attributes

Conclusion

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Magento 2 Shopping Assistant (Part 4): Updating an Order

In the last three blogs, we’ve provided you the instructions to create, update a customer account, and create an order through the Magento 2 backend. In this blog, we’ll continue with the tool to help you Update an Order for your customers. Updating an Order includes the following tasks:

  • Edit an order
  • Place an order on hold
  • Cancel an order

To update an order via Magento 2 backend, do the followings:

Edit an order

  1. Log in with your admin account. Choose Sales on the admin sidebar.
  2. Next, select Orders under Operations.
  3. All your customers’ brief information are listed in the order list. Click the View link in the Action column that match the customer’s order you want to edit. You can use the Filters or the Search box to find your customer if necessary.
  4. Click Edit button. There is a notification displayed to confirm your action. Click OK to continue.
  5. After that, make the necessary changes to the order.
  6. When complete, tap Save to confirm the changes that you have made to the billing or shipping address of the order. Tap Submit Order if the changes are made to line items, and reprocess the order.

sales-order-edit

Place an order on hold

An order is needed to be put on hold if the customer’s preferred payment method is not available, or if the item(s) in the order is temporarily out of stock.

To Place an order on hold, do the followings:

  1. Find the pending order that you want to place on hold in the Orders grid. Then click the View link in the Action column.
  2. Click Hold to place the order on hold.
  3. When the payment method is ready to use or the items are available, tap Unhold to return the order to an active state.

sales-order-hold

Cancel an order

Do same as when you place an order on hold. Instead of tapping the Hold position, select Cancel.

The status of the order is now turned to “Canceled.”

sales-order-cancel

Now let’s practice yourself with the interesting Magento 2 Assistance tools.

 

An Overall View about Admin Workspace in Magento 2

Admin workspace plays an important role in managing store because it helps admin control all data and content to run the store effectively. In this article, we will show you an overall view about admin workspace in Magento 2.

magento2-admin-workspace

What is Admin Workspace?

The Admin Workspace supplies you with connection to all the tools, data and content that are essential for managing your store. Many admin pages have a grid containing the data for the section with a selection of tools to search, sort, filter, select and apply as well. The configuration can be used to set up default startup page and it can be clearly seen that the dashboard is the startup page for the admin by default. However, you can change dashboard into any other page you want to appear when logging in. To see admin startup page, you can select Magento logo in the admin sidebar.

How to Customize Admin Startup Page

Follow this instruction if you want to change Admin startup page:

  1. Select Stores on the Admin sidebar -> Choose Configuration under Settings
  2. Tap Admin under Advanced on the left panel
  3. Widen the Startup Page part
  4. Change Startup Page into the page you want to display first when logging into the Admin
  5. Click on Save Config to finish all steps

Workspace Controls

Search: Used for the purpose of looking for any value in the database such as product, customer, and order records.
Sort: Located in the header of each column, used to sort the list in ascending or descending order.
Filters: Specifies a set of search parameters that determine the records displaying in the grid.
Default View: Decides the default column layout of the grid.
Columns: Determines which columns are selected and their order in the grid. The column layout can be customized and only some of the columns are displayed in the grid by default.
Paginate: Utilized to view the other result pages.
Actions: Assigns an activity to all selected records. Put the tick in the checkbox in the first column of each row to choose individual records or use the Select control.
Select: Used when choosing multiple records that are to be the action target. Options: Select All / Deselect All.

Conclusion

Provided above is the overall introduction of admin workspace in Magento 2. If you have any question about admin workspace, please feel free to contact us and we’re happy to help you.

 

How to Create a Configurable Product in Magento 2

A configurable product in Magento 2 is an item with multiple options for each attribute. Each option is indeed a single simple product with a unique SKU. This makes it possible to track inventory for each product variation.

configurable-product

Before creating a configurable product in Magento 2, you should prepare an attribute set that includes at least a dropdown or visual swatch for each product variation. The variation attributes should meet the following requirements:

  • Global scope
  • Dropdown or Visual Swatch type of catalog
  • Required values

To create a configurable product in Magento 2, we need to complete 2 big stages:

Stage 1: Create a configurable product

Step 1: Choose the Product Type and the Attribute Set

Follow the first 2 step of creating a simple product written in our previous blog. Remember to select Configurable Product instead of Simple Product when you choose the product type.add-configurable-product

Step 2: Complete the Product Information Settings

  • Enable product: Set it to “No”
  1. Enter the Product Name.
  2. SKU: You can either accept the default SKU or type another one.
  3. Set the Price for the new product.
  4. Tax class: Choose “None” if the product is free from tax. Select “Taxable Good” otherwise.
  5. The Quantity is determined by the product variations, so you can leave it blank temporary.
  6. The Stock Status of a configurable product is determined by each associated configuration. If you let the Quantity box blank, the Stock Status is then set to “Out of Stock.”
  7. Enter the product’s weight.
  8. Set  “Catalog, Search.” for the Visibility field.
  9. Set Product as New From … to…: Set the time range for the new product.
  10. Choose a Country of Manufacture from the list.product-details

Step 3: Save and Continue

In the upper-right corner, tap Save and Continue. Now go to the second stage.

Stage 2: Set up the configurations

In this section, we will guide you how to add configurations for three colors and three sizes. Scroll down to the Configurations section. Tap Create Configuration button then do the followings:

Step 1: Select Attributes

Select the attributes in the listed in the grid. You can add a new one by clicking the Create New Attribute button and do as suggested. For this example, we choose color and size.

In the upper right corner, tap Next to continue.

Step 2: Complete the attributes values

  • Mark the checkbox of the values that you want to apply to the product.
  • To rearrange the attributes, grab the Change Order icon and move it to a new position. This will determine the position of the drop-down lists on the product page.
  • Tap Next to continue.Complete-the-attributes-values

Step 3: Configure the Images, Price, and Quantity

In this step, you will set the images, prices and quantities for each configuration. The options are the same for each, and you can choose only one:

  • Apply a value to all SKUs
  • Apply a unique value to each SKU
  • Skip the step temporary

When complete, tap Next.

Step 4:  Summary

A list of products with intended configurations is displayed on the screen for your review. You can either go to the next step or go back to make any changes. After you click Next, a temporary product variations will appear at the bottom of the Configuration section.

summary

Step 5: Add Product Image

Expand the Images and Videos section. Browse to the image that you want to represent for the configurable product and upload it.

Step 6: Complete the Product Information

Fill in the remaining sections as needed:

  • Contents
  • Search Engine Optimization
  • Related products, Up-sells, and Cross-sells.
  • Customizable Options
  • Products in Websites
  • Design
  • Gift Options

Step 7: Publish the Product

  1. When everything is done, set the Enable Product switch to the “Yes” to publish the new product.
  2. Tap Save to confirm the new creation. You can preview the product by choosing Customer View on the Admin menu.

Above are all steps to create a new configurable product via Magento 2 backend. There are some important notes that you should pay attention to: The attribute(s) that contain the values used for product variation must be included in the parent attribute. Besides, the thumbnail image in the shopping cart can be set to display the image from the configurable product record, or from the product variation. It’s time to log in your Magento 2 backend mode and discover the new thing.

A Detail of Product Attribute Reference in Magento 2

In this article, we would like to provide you a detail of Product Attribute about its definition, sort order of each product attribute as well as the description of them.

An Introduction of Product Attribute in Magento 2

In Magento 2, there are a lots types of product attribute which contribute and represent for particular product. Each product attribute is shown in the CSV file as a column, and product records are shown by rows. Columns which contain an underscore at the beginning include service data such as properties or option values for complex data. Specifically, complex data is the data which is linked to various product options. The product types which uses complex data are configurable product, grouped product and bundle product.  

The construction of the installation which is used to export this data include the sample data installed, two websites and several store views. Among a lots columns included in the exported list, there is only SKU specified as a required value. If you want to import data, you totally can select only the columns which have changes. In addition, the SKU is so crucial so it should be placed in the first column. However, the sort order of the rest of the attributes is not a big deal. Hence, you can put them anywhere you want in the CSV file for managing.

Detail of Particular Product Attribute From a Typical Product Export in Magento 2

All those screenshot below shows you the detail of each product attribute in Magento 2

Simple Product CSV File Structure

Service Data For Product Variations