magento 2 Magestandard

How to Configure the Customer Name and Address Options in Magento 2

In Magento 2, Name and Address Options allows admin to set the values of prefix and suffix part of the customer name in the drop-down lists. Besides, admin can include additional fields such as Date of Birth, Tax/VAT Number and Gender as well.

How to Configure the Customer Name and Address Options in Magento 2

Open the Admin Homepage. Then take a look at sidebar and click on Stores symbol. Next, on the Stores panel, choose Configuration under Settings.
In the board on the left, choose Customer Configuration under Customers.
Next, expand the Name and Address Options sector.

a. Leave a number in Number of Lines in a Street Address. Valid range is from 1 to 4. If you let this field be empty, the number of line will be set to 2 by default.

b. Do the following to include a prefix that comes out before name such as Mr., Mrs., etc.

Select Optional or Required in Show Prefix
In the Prefix Dropdown Option field, enter prefix that you want to be include in the list, each prefix is separated by a semicolon. Put semicolon in the beginning for empty first option. Leave empty for open text field.

4. Do the following to include a suffix after the name such as Jr., Sr., etc.

a. Choose Optional or Required in Show Suffix field.

b. In the Suffix Dropdown Options field, enter various suffix that you want to be included in the list. Each suffix is separated by a semicolon. Put semicolon in the beginning for empty first option. Leave empty for open text field.

5. In addition, to include extra fields, do the following:

Set Yes to Show Date of Birth field.
Set Yes to Show Tax/VAT Number field.
Set Yes to Show Gender field.

6. When complete, tap Save Config button to finish.

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Magento 2 Shopping Assistant (Part 2): Customer Accounts

In the last blog, we’ve introduced to you the Magento 2 Shopping Assistant tools to help with your customers. We also provide you the instructions to create a new customer account through the Magento 2 backend. In this blog, we’ll continue with the tool to help you update your customers’ account.

With this tool you can help your customers to update their profile whenever there is any changes such as email, address, … To update an customer account through the Magento 2 backend, do the followings:

Sign in with your admin account. On the Admin sidebar, choose Customers.

Select All Customers under Customer.

Now you can see all your customers’ brief information listed in the grid. Click the Edit link in the Action column that match the customer’s name. You can use the Filters or the Search box to find your customer if necessary.

As listed in the very first row in the customer information page, there are five options you can do to your customer’s account:

Delete Customer: Erase all related information to that customer. A message will be displayed to confirm your action.
Reset: Reset all the unsaved changes in the customer account to their previous values.
Create order: Ceate a new order for that customer.
Reset password: Resets the customer’s password.
Force Sign-In: Clears the tokens that related to the customer’s password. With this option, you are allowed to access to the account.

On the left panel, you can also manage all the detailed information of the customer: Customer View, Account Information, Addresses, orders, Billing Agreements,… For example, in the Customer View section, you can examine the activities of your customer, such as the time he/she last signed in or out, the Customer Group that he/she belongs to, and so on.

In order to update the intended account, just select the type of information you need to edit. Then, make any necessary changes to your preferences.

When finish, tap Save Customer to confirm all the changes.

In conclusion, the tool to update your customer account is really useful for you to keep your customer profiles always fresh. Don’t forget to follow our next blogs to explore more tools to improve the experience of customers on your Magento 2 store.

How to Create A Virtual Product in Magento 2

Virtual products in Magento 2 stores are intangible items that are sold to customers. They are much like simple products, but has no weight or other physical statistics. Some examples of virtual products are memberships, services, warranties, or subscriptions. In a Magento 2 store, virtual products can either be sold one by one, or included as part Grouped Product or Bundle Product.

To create a virtual product for a Magento 2 store, follow the 6 steps below:

Step 1: Choose the Product Type: Virtual Product

Follow the instructions to create a simple product in our previous blog. Choose Virtual Product instead of Simple Product

Step 2: Choose the Attribute Set

Follow Step 2 in the blog “5 Steps to Add A Simple Product in Magento 2” to determine the most appropriate attribute for the new virtual product.

Step 3: Complete the Required Settings

Enable Product: Set it to “No” until all settings are completed.
Product Name: Type the new product name here.
SKU: You can either accept the default SKU or enter a new one.
Price: Enter a value here to set as primary price for your new product.
Click Save to save changes. Select the appropriate store view for the new item.

Step 4: Complete the Basic Settings

Tax Class: It can be set to None (no tax applied) or Taxable Goods.
Quantity: Enter the number of the products that are available to sell.
Stock Status: Set it to “In Stock”.
Notice that the Weight field is not available because the new product is a virtual one.
Categories: You can either choose an existing category from the list provided or create a new one. You need to enter the Category Name and select the Parent Category for the second choice.
Visibility: Choose “Catalog & Search” so that the new item can be seen in both catalog and search results.
Set Product as New From … to … : Enter the time range for the new product.

Step 5: Complete the Product Information

Complete the remaining fields as needed:

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

Step 6: Publish the Product

Set the Enable Product to “Yes”
Click Save button on the upper-right corner.
You can preview the new item on your store by selecting the Customer View on the Admin menu.

Those are 6 steps to create a virtual product for your Magento 2 store. There is an important note for you when it comes to virtual product in Magento 2: Shipping options is not appear during checkout unless there is a tangible product in the cart. Now, let’s go to your store and try out the knowledge that you have acquired.

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.

A Brief Guide for Configuring the Basic Customer Account Options in Magento 2

The Create New Account Options section of the configuration includes all the basic account options as well as the advanced options for admin to configure. In this article, we would like to guide you how to set up only the most frequently used option in Magento 2. Please take attendance to get more information below.

How to Set up the Basic Customer Account Options

Firstly, open the Admin homepage. Then take a look at sidebar and click on Stores symbol. Next, on the Stores panel, choose Configuration under Setting.
In the board on the left, expand Customers and choose Customer Configuration.
When Customer Configuration appears, expand the Create New Account Options sector. Next, do the following:

Set Default Group to the one of customer group among General, Wholesaler, Retailer. Then, the chosen customer group will be accredited to new customers when an account is created.
If you already own a Value Added Tax number and want to show it to your customers, set Show VAT Number on Storefront to “Yes”. If not, set to “No”.
In the Default Email Domain field, enter the domain as wish. For instance: bssstore.com
Set Default Welcome Email to the template that will be sent as a Welcome email to new customers. In addition, chosen Email template is based on theme fallback when “Default” option is selected.
In Default Welcome Email Without Password, set templates will be sent if a customer account was created without password.
In the Email Sender field, choose a kind of store contact to appears as a sender who owns the Welcome Email.
In order to require that customers confirm their request opening an account with your store, in the Require Emails Confirmation, set “Yes”. Next, decide a template that will be used for the confirmation email in Confirmation Link Email field.
Choose a template that will be sent as the Welcome message after the account is confirmed in Welcome Email field.
When complete, tap Save Config button to finish.

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