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A Complete Guide to Set up Store Email Addresses in Magento 2

Obviously, online store owners will have to communicate with their associates and customers. For that purpose, they will need different store email addresses. There are at least five kinds of email addresses divided by their capacities or divisions for store or view individually. Furthermore, not only following predefined email identities but also two custom identities can be set up to meet the demands.

General Contact
Deals Representative
Client Support

Every single personality and its correlated email address can be related with particular mechanized email messages and represent as the sender of email messages that are dispatched from your store.

Step 1: Set Up the Email Addresses for Your Domain

First of all, make sure each email address must be set up as a legitimate one for your domain before they are configured for the store. Follow the directions from your server director or email facilitating supplier to send each email which is required.

Step 2: Configure the Email Addresses for Your Store

Open the Admin sidebar, tap Stores. Next, under Settings, Click Configuration.
On the panel on the left under General, choose Store Email Addresses.

Click the General Contact section, there are two sections and each must be typed differently followed the instructions:
In the Sender Name field, type the name of the person to appear as the sender of any email messages that is related with the General Contact identity.
In the Sender Email field, type the related email address.
Repeat this process for each store email addresses which has been scheduled to be used.
Affter complete, tap Save Config .

Step 3: Update the Sales Email Configuration

In case you utilize custom email addresses, warrant to refresh the design of any related email messages so the proper identity can be showed up as the sender.

Open the board on the left, under Sales, Click Sales Emails. The page has a different area for each of the following:

Order and Order Comments
Invoice and Invoice Comments
Shipment and Shipment Comments
Credit Memo and Credit Memo Comments

Starting with Order, broaden the segment for each message, and ensure that the right sender is chosen.

3. To Finish, tap Save Config.

How to Configure the Shipping Settings in Magento 2 Efficiently

Shipping is considered as the “make or break” point of an online transaction. It is simply because if the shipping fee is too costly or not offered via their preferable carrier or some minor stumbling blocks, a potential customer is willing to abandon her/his shopping cart and looks for another supplier that is more suitable. So, how to adjust the shipping function of a Magento 2 ecommerce website? In this article, we will go through the Shipping Settings in Magento 2 to find out the answer.

What is Shipping Settings?

This is one of the most vital function in Shipping. In this configuration, sellers inform the shipping policy and the locations of stores or warehouses where goods are placed. Additionally, sellers are also able to turn on “Multiaddress Shipping” option to allow their buyers to make an order to several locations.

Point of Origin

Point of Origin is simply understood as sellers’ addresses where goods are packaged and delivered via carriers. When customers register their addresses, the distance between them are calculated. Based on shipping methods, carriers chosen and tax rates of each regions, the estimated shipping fee will be determined and shown on customers’ screen. This will help avoid failure in shipping due to lack of advance information which are usually seen in e-commerce.

Note: For companies located in EU, please ensure that your Point of Origin accommodates well with Default Tax Destination Calculation of each store view.

Let’s look at how to set up your Point of Origin:

Look for Stores on the left-side bar of Admin homepage, click Configuration below Settings.
In Sales section, choose Shipping Settings and Origin section will appear.
Click on the right side of screen to expand the setting. You need to register your address according to the requirements:

Country
Region/State
Zip/Postal Code
City
Stress Address (and line 2 if necessary)

In terms of Country, Region/State and Zip/Postal Code, you can click to use system value and your information will be automatically created.

4. Click Save Config to finish.

Multiple Addresses

This feature allows customers to place an order delivered to more than one address, which means that they do not have to create multiple bills as traditionally. The sellers can restrict the amount of addresses to be shipped in this setting.

To set up “Multiple Address Shipping”:

Look for Stores on the left-side bar of Admin homepage, click Configuration below Settings.
In Sales section, click Multishipping Settings.
Click on the right side of screen to expand the setting.

You need to follow the instruction below:

3.1. At Allow Shipping to Multiple Address, choose “Yes”.

3.2. Set up the Maximum Qty Allowed for Shipping to Multiple Addresses.

Like Point of Origin, you can tap “Use system value” to automatically set up.

4. Click Save Config to finish.

Shipping Policy

Shipping policy is your terms and conditions related to shipping and needs to be agreed by customers. Sellers can set up to display shipping policy on screens when customers are checking out their orders as below:

Look for Stores on the left-side bar of Admin homepage, click Configuration below Settings.
In Sales section, choose Shipping Settings and Shipping Policy Parameters section will appear.
Click on the right side of screen to expand the setting.

3.1. Choose “Yes” to apply Custom Shipping Policy

3.2. Paste or type your policy into the Shipping Policy field.

4. Click Save Config to finish.

Magento 2 Shopping Assistant (Part 3): Create An Order

In the last blogs, we’ve provided you the instructions to create and update a customer account through the Magento 2 backend. In this blog, we’ll continue with the tool to help you create an order for your registered customers.

To help your customer create a new order via Magento 2 backend, do the followings:

Log in with your admin account. Choose Customers on the admin sidebar.
Next, select All customers.
All your customers’ brief information are 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.
In the header of the working space, click Create Order.
A summary of your customer acivities are shown on the left panel. If the intended item(s) is available in the wishlists or other fields in the left panel, you just need to mark the checkbox under the arrow icon.
If there is no record for the product that your customer order, move your mouse to the upper-right corner and click the Add Products button.
A list of available products in your Magento 2 store is displayed in a grid including basic information such as ID, Name, Price, and so on. Mark the checkbox in the Select column of the product that your customer want to buy. Enter a value to the Quantity column of the item(s) to be purchased. It would be more quickly if you use the Filters or the Search box to find the intended item(s).
In case you choose a product with custom options, a new sub-tab will be opened for you to select the features and quantity that fit your customer’s requirement. When finish choosing, tap OK to continue.
After selecting all the required products, click Add Selected Product(s) to Order. A summary of the purchase is then displayed for your review. You can change the quantity, custom options and even the price of selected items right on this summary table. Click Update Items and Quantities to save the changes.
Complete other information if necessary.

Apply Coupon Codes
Address
Payment Method
Shipping Method

When complete, tap Submit Order. A mail including the order details is then sent to the customer for his/her confirmation.

Now let’s log in your admin account and practice yourself with the interesting Magento 2 Assistance tools.

7 Steps to Create A Grouped Product in Magento 2

A grouped product in Magento 2 store is a collection of non-custom simple associated products. Although it is called grouped product, each purchased item will appear individually in the shopping cart, rather than as part of the group.

This article will provide information about How to create a grouped product from scratch via Magento 2 backend.

Step 1: Choose product type: Grouped Product

On the Admin sidebar, select Products. Then under Inventory choose Catalog.
Next, click the dropdown button next to Add Product on the upper right corner and select Grouped Product.

Step 2: Choose the Attribute Set

As the attribute set is used as a template for the product, we need to set it first before completing other fields. There are two options for you:

In the Search box, simply type the name a the attribute set. This option is useful if you already know the name of the attribute set.
If you don’t, select the value in the attribute list.

The form of the new product is then updated to show the selection.

Step 3: Complete the Required Settings

Enable Product: Set it to “No” as it is temporarily not ready to publish.
Product Name: Enter the name of the new product to the box.
SKU: You can either accept the default SKU which is based on product’s name or type a new one.
It is important to note that the Quantity field is not available because the value of this field depends on individual items that compose the grouped product.
When finish all the compulsory parts, click Save. Now you’ll see the Store View picker appears on the upper-right corner. Set the store view to wherever the new product is to be exposed.

Step 4: Complete the Basic Settings

Stock status: Set it to “In stock”.
Categories: You can either select an existing category from the list or create a new one.

If you choose the second choice, click the New Category button next to selection box. On the new tab, type the new Category Name and choose its Parent category. Tap Create Category to save the settings.

Visibility: Select the appropriate place where you want your product to be found. It can be set to be visible on Catalog, Search, Catalog & Search, or Not Visible Individually.

Set Product as New From … to … : Choose the time range for the new product.

Complete others fields for the new product: Country of Manufacture, Material, …

Step 5: Add Products to the Group

Expand the Grouped Products section then tap Add products Group. A new tap containing available products is opened for you to choose which items to add.
Mark the checkbox of items that you want to included in the group. You can use the Filters if necessary.
Next, click Add Selected products. The chosen items are then displayed under the Group section for your review. You can organize the order of those items by clicking and holding the Change Order button then move it to wherever you want.
Enter a value to the Default Quantity of each product.
To dislocate unwanted items, click Remove link in the Actions column.

Step 6: Complete the Product Information

Complete the remaining information fields of the product:

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

Step 7: Publish the Product

When you finish 6 steps above, you can set Enable product to “Yes” to publish the product.
Tap Save to save the new product. You can take a preview of the new product by choosing Customer view in the admin dropdown list.

Those are seven steps to create a new grouped product for your Magento 2 store. Before inventing a new grouped product, don’t forget that simple and virtual products that are part of a grouped product cannot have custom options.

Magento 2 Shopping Assistance (Part 1): Create New Customer Account

Customers on your Magento 2 store sometimes may need help with their purchase process. For instance, some customers like to shop online, but then they prefer placing the order by phone. In that case, you can offer immediate assistance by using Magento 2 Shopping Assistance tools in the backend. The service is available for both guests (customers that haven’t signed up for an account yet) and registered buyers. With the Magento Shopping Assistance tools, you can help your customers with the following tasks:

Create a customer account
Update a customer account
Create an order
Update an order

In this article, we will provide instructions to create a new customer account through the Magento 2 backend. There are 7 steps you need to follow to do the work:

First of all, sign in with your admin account. On the Admin sidebar, click Customers. Then choose All Customers.
Next, tap the Add New Customer button on the upper-right corner.
In the Account Information section, you need to fill all the required fields:

- Associate to Website: Choose a specific store view to link the customer to.

Customer Group: Put your customer to one of the three customer groups that are available in the dropdown box: General, Retailer, or Wholesale.

Disable Automatic Group Change Based on VAT ID: mark the checkbox if you don’t want the VAT ID Validation process to run automatically.
Next, type your customer name on the First Name and Last Name fields.
Email: Fill in with your customer’s email.
After completing all the required fields, complete the optional fields as needed:

- Middle Name/Initial
- Prefix
- Suffix
- Date Of Birth
- Tax/VAT Number
- Gender
- Send Welcome Email From

Next, come to the Addresses section. Click Add New Address to create a new address for your customer.

5. There are two types of address in the left box: Default Billing Address and Default Shipping Address. Set the check-boxes to your preferences to define the type of the new address.

6. Fill in the First Name and Last Name fields. If the name fields are left blank, the customer’s name will be automatically used for the address.

7. Next, complete others fields as needed.

Company
Street Address
City
Country
State/Province
Zip/Postal Code
Phone number
VAT Number
Fax

8. When complete, click Save Customer to save all the changes.

Those are 7 steps that you can use to help your customers to create a new account through Magento backend. Follow our next bogs to receive more information about other Magento 2 Shopping Assistance tools.