Magento for B2b commerce User Guide 2



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Magento for BB Commerce User Guide 2.2


Contents
GETTING STARTED
1
CHAPTER 1: Welcome
3
Resources
4
Join the Conversation!
7
CHAPTER 2: About This Release
9
System Requirements
10
Installation
13
Prelaunch Checklist
14
Your Login Credentials
16
For Your Records
17
CHAPTER 3: Your Magento Account
19
Creating an Account
20
Sharing Your Account
23
CHAPTER 4: Quick Tour
27
B2B Quick Start
28
Build Loyalty
30
Differentiate and Personalize
31
Empower with Self-Service Tools
32
Reduce Ordering Errors
33
Increase Profitability
34
Seize Market Opportunities
35
Path to Purchase
36
Home Page
38
Catalog Page
40
ii
Copyright © 2017 Magento, Inc. All rights reserved.

Search Results
42
Product Page
44
Shopping Cart
46
Customer Journey
48
Attract New Customers
50
Engage Your Customers
51
Increase Average Order Value
52
Moment of Purchase
54
Retain Customers
55
Build Loyalty & Advocacy
56
Success!
57
Basic Configuration
59
CHAPTER 5: BB Basics
61
Configuring BB Features
62
Configuring Quotes
64
B2B Configuration Summary
66
CHAPTER 6: Store Admin
67
Admin Sign In
68
Your Admin Account
70
Admin Sidebar
71
Admin Workspace
73
Dashboard
79
Message Inbox
83
Global Search
86
Grid Controls
87
Grid Layout
89
Actions Control
91
Session Lifetime
96
CHAPTER 7: Store Details
97
Store Information
98
Magento for BB Commerce User Guide iii
Contents

Locale Options
100
State Options
101
Country Options
102
Merchant Location
104
Currency
105
Store Email Addresses
106
Contact Us
108
CHAPTER 8: Storefront Branding
111
Uploading Your Logo
112
Adding a Favicon
115
Welcome Message
118
Copyright Notice
119
Store Demo Notice
121
CHAPTER 9: Websites, Stores & Views
123
Scope
124
Changing Scope
125
Catalog Scope
128
Product Scope
129
Price Scope
131
Customer Account Scope
133
Scope Quick Reference
134
Single Store Mode
136
CHAPTER 10: Industry Compliance
139
PCI Compliance Guidelines
140
Privacy Policy
141
Cookie Law Compliance
143
Cookie Restriction Mode
144
Cookie Reference
146
iv
Magento for BB Commerce User Guide
Contents


CATALOG
149
CHAPTER 11: Catalog Menu
151
Menu Options
152
Catalog URLs
153
CHAPTER 12: Products Grid
157
CHAPTER 13: Creating Products
161
Product Workspace
162
Default Field Values
165
Scheduled Changes
167
Product Types
168
Simple Product
170
Configurable Product
175
Part 1: Creating a Configurable Product
176
Part 2: Adding Configurations
180
Grouped Product
188
Virtual Product
195
Bundle Product
200
Customizing the Bundle
201
Downloadable Product
211
Configuring Download Options
220
Gift Cards
222
Gift Card Workflow
223
Creating a Gift Card
225
Gift Card Accounts
231
Configuring Gift Card Accounts
235
CHAPTER 14: Product Settings
239
Advanced Product Settings
240
Other Product Settings
241
Content
243
Magento for BB Commerce User Guide v
Contents


Configurations
244
Product Reviews
245
Images and Videos
246
Search Engine Optimization
247
Related Products, Up-Sells, and Cross-Sells
249
Related Products
249
Up-sells
251
Cross-sells
253
Customizable Options
255
Product in Websites
259
Design
261
Autosettings
262
Gift Options
263
Product In Shared Catalogs
263
Downloadable Information
264
Grouped Products
264
Bundle Items
265
Gift Card Information
265
CHAPTER 15: Managing Price
267
Advanced Pricing
268
Group Price
272
Special Price
274
Tier Price
275
Minimum Advertised Price
277
MAP Logic
277
Configuring MAP
278
Custom Pricing
283
CHAPTER 16: Managing Inventory
285
Stock Management Methods
286
Stock Options
291
Product Stock Options
293
vi
Magento for BB Commerce User Guide
Contents

Stock Message Scenarios
295
Product Alerts
299
Product Alert Run Settings
301
CHAPTER 17: Images and Videos
303
Uploading Product Images
304
Adding Product Video
307
Media Gallery
310
Image Zoom
311
Light Boxes and Sliders
311
Placeholders
312
Watermarks
313
Swatches
316
Creating Swatches
318
CHAPTER 18: Categories
323
Best Practices for Product Categories
324
Creating Categories
325
Root Categories
332
Hidden Categories
335
Scheduled Changes
336
Content Settings
337
Display Settings
338
Search Engine Optimization
339
Products in Category
341
Sorting Category Products
341
Design Settings
346
Category Permissions
348
CHAPTER 19: Product Attributes
353
Best Practices for Product Attributes
354
Adding an Attribute
355
Attribute Input Types
360
Date & Time Options
362
Magento for BB Commerce User Guide vii
Contents


CHAPTER 20: Using a Flat Catalog
365
Flat Catalog Setup
366
CHAPTER 21: Shared Catalogs
371
Configuring Catalog Price Scope
373
Creating a Shared Catalog
374
Set Pricing and Structure
379
Assign Companies
387
Managing a Shared Catalog
390
Adding Products to a Shared Catalog
391
Updating the General Information
393
Updating the Product Selection
396
Updating Custom Pricing
397
Updating Category Permissions
398
MARKETING
399
CHAPTER 22: Marketing Menu
401
Main Sections
402
CHAPTER 23: Shopping Tools
405
Opportunities to Engage
406
Email a Friend
407
Wish Lists
410
Configuring Wish Lists
411
Updating Wish Lists
412
Sharing a Wish List
415
Wish List Search
417
Product Relationships
419
Compare Products
420
Recently Viewed / Compared Products
422
Product Reviews
423
Ratings
425
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Magento for BB Commerce User Guide
Contents


Promotions
427
CHAPTER 24: Catalog Price Rules
429
Creating a Price Rule
430
Scheduled Changes for Catalog Price Rules
438
Price Rule with Multiple SKUs
439
CHAPTER 25: Cart Price Rules
441
Creating a Cart Price Rule
442
Coupon Codes
454
Configuring Coupon Codes
456
Coupons Report
457
Scheduled Changes for Cart Price Rules
459
Free Shipping Promotion
460
Buy X Get Y Free
464
Discount with Minimum Purchase
466
CHAPTER 26: Related Product Rules
471
Creating a Related Product Rule
472
Related Product Rule Priority
475
Configuring Related Products Rules
476
Merchandising
479
CHAPTER 27: Visual Merchandiser
481
Creating Category Rules
484
Configuring Visual Merchandiser
487
CHAPTER 28: Gift Registries
489
Gift Registry Workflow
490
Gift Registry Information
491
Setting Up a Gift Registry
492
Configuring Gift Registries
498
Gift Registry Search
500
Magento for BB Commerce User Guide ix
Contents


CHAPTER 29: Rewards & Loyalty
505
Configuring Reward Points
506
Reward Exchange Rates
510
Using Reward Points in Price Rules
513
CHAPTER 30: Private Sales & Events
515
Event Components
516
Event Ticker
517
Configuring Events
518
Restricting Access
519
Sales Restrictions
520
Creating Events
521
Updating Events
524
Invitations
525
Invitation Workflow
525
Configuring Invitations
526
Communications
529
CHAPTER 31: Email
531
Supported Email Clients
532
Preparing Your Email Logo
534
Configuring Email Templates
535
Sales Email
536
Configuring Company Email
539
Payment Failed Email
543
Admin User Email
545
Customizing Email Templates
546
Header Template
547
Footer Template
551
Message Templates
555
CHAPTER 32: Email Reminders
559
x
Magento for BB Commerce User Guide
Contents

Creating Email Reminders
560
Configuring Email Reminders
566
Email Reminder Templates
567
Configuring Email Communications
569
CHAPTER 33: Sales Documents
571
Preparing Your Invoice Logo
572
Adding Reference IDs to Header
574
Customer Address Templates
576
CHAPTER 34: Newsletters
579
Configuring Newsletters
580
Newsletter Templates
582
Sending Newsletters
584
Managing Subscribers
586
CHAPTER 35: RSS Feeds
589
CHAPTER 36: Using Variables
593
Adding Predefined Variables
594
Adding Custom Variables
595
Markup Tags
597
Custom Variable
597
Using Markup Tags in Links
600
Dynamic Media URLs
603
Variable Reference
605
CHAPTER 37: Social
609
Connect to Facebook
610
SEO & Search
621
CHAPTER 38: Catalog Navigation
623
Top Navigation
624
Breadcrumb Trail
626
Magento for BB Commerce User Guide xi
Contents

Product Listings
628
Pagination Controls
631
Layered Navigation
633
Filterable Attributes
634
Price Navigation
638
Configuring Layered Navigation
641
CHAPTER 39: Catalog Search
643
Quick Search
644
Advanced Search
645
Search Results
647
Weighted Search
648
Configuring Catalog Search
649
MySQL
650
Elasticsearch
652
Solr
654
CHAPTER 40: Search Terms
657
Popular Search Terms
658
Adding Search Terms
660
Search Terms Report
662
Search Synonyms
663
CHAPTER 41: SEO Best Practices
665
Meta Data
666
Canonical Meta Tag
668
Using a Sitemap
670
Sitemap Configuration
671
Search Engine Robots
674
CHAPTER 42: URL Rewrites
677
Configuring URL Rewrites
678
Automatic Product Redirects
679
Creating URL Rewrites
681
xii
Magento for BB Commerce User Guide
Contents

Product Rewrites
682
Category Rewrites
687
CMS Page Rewrites
692
Custom Rewrites
696
CHAPTER 43: Google Tools
701
Google Analytics
702
Google Tag Manager
703
Creating a Tag to Track Conversions
707
Enhanced Ecommerce
711
Troubleshooting Tools
716
Google AdWords
718


Chapter 94: currency
Chapter 1:welcome
Join the conversation!
Chapter 2:about this release
Required php extensions:
Namedescription
Supported browsers
General settings
Sales & marketing settings
Customer account
Fielddescription
Chapter 4:quick tour
B2b quick start
Path to purchase
Customer journey
Basic configuration
Configuring bb features
To configure bb features:
To sign into the admin:
To sign out of the admin:
To edit your account information:
To change the admin startup page:
Workspace controls
Dashboard reports
To view incoming messages:
To find a match:
To sort the list:
Step 1:select records
Step 2:apply an action to selected records
Actionsmenu
To setup the state options:
To set the country options for your store:
Store email addresses
Step 2:configure the email addresses for your store
Uploading your logo
To upload your logo:
Logo file formats
Process overview:
Favicon file formats
Save configuration
Long format example
To set the store demo notice:
Scopedescription
To set the configuration scope:
Checkboxdescription
Default value options
To edit a product fora different view:
To configure price scope:
Single store mode
Pci compliance guidelines
Pci requirements
To edit your privacy policy:
Cookie law compliance
Method 2:expressed consent
Step 1:enable cookie restriction mode
Okto confirm scope switching.3.
Magento standard cookies
Url formatsdynamic url
Url components
Url with category path
Controldescription
Chapter 13:creating products
Product workspace
Commanddescription
Step 3:complete the required settings
Part i create configurable product
Process overview part ii add configurations
Create new attribute
Configure the images
Configure the prices
Method 2:apply different quantity by attribute
Step 5:add a product image
Step 8:configure the cart thumbnails
Step 5:complete the product information
Create anew category:
Things to remember
Input controls
Field descriptions
Part 1:complete the links
Part 2:complete the samples
Step 6:complete the product information
To configure download options:
Items to “yes.”4.
Virtual gift card
Customer completes checkout.
Recipient applies gift card to purchase.
Complete the required settings
To examine an existing gift card account:
To create a gift card account:
Step 1:configure email notifications
Step 2:complete the general settings
Step 3:establish the gift card code pool
Chapter 14:product settings
To expand or collapse each section:
Sectiondescription
Product-specific settings
To upload an image:
To complete the seo fields:
To setup related products:
To select up-sell products:
To select cross-sell products:
Input typedescription
Input controls (cont.)
Save. then, do the following:a.
Chapter 15:managing price
To display the advanced pricing options:
Field descriptions (cont.)
To setup a group price:
To apply a special price:
To setup a tier price:
Method 1:enter price as fixed amount
Using map with product types
Using map with price settings
To configure map:
Text message4.
Done. then, tapsave
Stock management methods
To configure stock options:
Products availability in stock on storefront
Example 1:show availability message
Stock options
Example 1:show product with out of stock message”
To setup product alerts:
Uploading product images
Rearrange images
Adding product video
Light boxes and sliders
To add watermarks to product images:
To restore the default value:
Text-based swatches
Step 1:create the swatches
Save attribute
Best practices for product categories
Business rules and automation
Creating categories
Step 2:complete the basic information
Saveand continue.step 7:
Savestep 2:
To create hidden categories:
Scheduled changes
To apply category permissions:
Redirect to landing page
For specific customer groups
Best practices for product attributes
Adding an attribute
Add selected3.
Search results layered navigation
Navigationto “yes.”e.
Listingto “yes.”3.
Attribute input types
Attribute input types (cont.)
Flat catalog setup
Delete. then when prompted to confirm, tapok
Chapter 21:shared catalogs
To access the shared catalogs page:
Column descriptions
Creating a shared catalog
Create a new shared catalog
Method 2:duplicate an existing shared catalog
Step 2:complete the setup
To setup catalog pricing and structure:
Apply a custom price
Method 1:assign companies from shared catalogs
Savemethod 2:
Method 1:add single product
To update the catalog details:
To update the custom pricing:
To update category permissions:
Promotionsmerchandising
Chapter 23:shopping tools
To configure email a friend:
Add inviteeb.
To configure the wish list:
Update wishlist
Share my wish list
To add a wish list search widget:
Compare products
Compare. the compare products report opens in anew window.3.
To configure recently viewed/compared products:
To configure product reviews:
To create your own ratings:
Chapter 24:catalog price rules
Price rule with multiple skus
Save andapply
Chapter 25:cart price rules
Categorycategorya.
Example 1: regional price rule
Step 5:add related banners
Create a specific coupon
Generate a batch of coupons
Free shipping promotion
Step 3:complete the labels
Buy x get y free
Save and continue edit
Discount with minimum purchase
Chapter 26:related product rules
Rulespriority
Configuring related products rules
To access visual merchandiser:
Save category
To create a category rule:
Menu options (cont.)
Gift registry workflow
Invitation recipients place orders.
Gift registry sections
To use a prepared gift registry:
Add new option
Gift registry search
Continuegift registry search settings4.
Configuring reward points
Functionality on storefront
Automatically
To setup exchange rates:
Chapter 30:private sales & events
Event components
Configuring events
To setup exclusive access:
To create an event:
Choose file. then, select the image file from your directory.f.
Edit event3.
Customer monitors response.
Storefrontto “yes.”c.
Chapter 31:email
Supported email clients
Preparing your email logo
Logo dimensions
Step 2:choose the header and footer templates
Step 1:update the email templates
Company registration
Default company registration email
Company status change
Status change to active 2’ email
Pending approval email
Preview template
Step 3:update the configuration
Add new template
Step 4:preview and save the template
Selectrule…
Configuring email reminders
Maximum emails per one run
To customize an email reminder template:
Email reminder variables
To configure email communications:
Chapter 33:sales documents
To configure invoices and packing slips:
To replace an image:
To change the order id settting:
Example 1: text templates
Configuring newsletters
Save template
To check for problems:
Chapter 35:rss feeds
To setup rss feeds for your store:
Types of rss feeds
To add a variable to an email template:
Add the markup to the url
Store url markup tag
To configure dynamic media urls:
Store contact information variables
Store contact information variables (cont.)
Chapter 37:social
Before you begin
Integrations page
Facebookconnect your store to facebook5.
Sendsend consumer key3.
Counting menu levels
To remove the breadcrumbs from cms pages:
To configure product listings:
Allow dynamic media urls in products and categories
Sort bychanges the sort order of the list.show per page
Example: price navigation steps
Automatic (equalize product counts)
Method 3:manual
To do a quick search:
To use advanced search:
To set the search weight properties of an attribute:
To configure mysql search:
Step 1:set the query length
Step 1:establish the connection
Test connection
Chapter 40:search terms
Popular search terms
To configure popular search terms:
Save searchto edit a search term:
To view the search terms report:
To create anew synonym group:
Merge existing synonyms
Example 1:category path creates duplicate urls
To enable the canonical meta tag:
Step 4:restore previous robot instructions
Set the sitemap file limits
Search engine robots
Example:custom instructions
Reset to default
Configuring url rewrites
Url without web server rewrite
To setup automatic redirects:
To automatically redirect category urls:
Creating url rewrites
Redirected product url
Step 2:create the rewrite
Skip category selection
Add url rewrite
Savethe new rewrite appears in the grid at the top of the list.saved url rewritestep 3:
Google tag manager
Step 2:configure your google tag manager account
Google adwords
Save. the trigger that you setup appears as a blue button in the fire on section.4.
Step 1:sign up for google accounts
Step 3:create tags and triggers
Step 1:create a google adwords campaign
Save and continue
Adwordssection and do the following:a.
Chapter 44:content menu
To display the content menu:
Content elements
To configure the default pages:
To search by keyword:
To apply an action:
Adding a new page
Step 2:complete the content
Save config5.
To insert an image from media storage:
Create folder
To insert a link:
Method 2: insert an image from another server
Method 2:html mode
Insert widget
To insert a variable on a page:
To configure the editor:
To configure page hierarchy:
Step 3:define the structure
Step 4:add pagination controls
Render metadata in html head
Page navigation menu options
Chapter 46:content blocks
Step 1:get the button code
Positioning blocks
Product pageblock reference
Step 3:place the block
To place a block in the sidebar of a page:
Step 2:complete the banner content
Defaultcheckbox.b.
Banner type by location
Step 3:configure the banner rotator
Banner frontend app options
Widget typestype
Typedescription
Step 1:choose the type
Add layout update
Step 3:choose the location
To use the orders and returns widget:
Chapter 49:design menu
To display the design menu:
Design configuration
To configure the html head:
Standard page layouts
Storefront examples
Block typedescription
Block descriptions
Actiondescription
Code to position content blocks
Chapter 52:themes
Using the default theme
To apply a theme:
To install anew theme:
To sign static files:
To merge css files:
Scheduling design changes
Chapter 53:content staging
Content staging workflow
Add a second campaign.
To schedule an update to a product:
Change the scope of the preview
Staging dashboard
To edit a campaign:
Schedule new update
Chapter 54:customers menu
To view customer information:
To see all customers who are online now:
Configuring account options
To configure the online session length:
To setup the basic customer account options:
To configure the customer name and address:
To configure customer password options:
Creating an individual account
Create an account
Step 2:complete the address information
Buttondescription
Okset active/inactive
Method 2:full edit
Additional columns
Column descriptions (cont.)
Customer sign in
To reset a password from the storefront:
To reset a password from the admin:
Account dashboard
Account dashboard (cont.)
To view a quote:
Step 1:open the updated quote
Step 3:reply to the seller
Step 4:place the order
Tabbed sections
To download a product:
To add products by sku:
Proceed to checkout
To create a requisition list:
Remove items1.
Share wish list
To add anew address:
To update your account information:
To apply store credit during checkout:
To edit your company profile:
To access your product reviews:
Chapter 56:company accounts
To list company accounts:
Method 1:create company from storefront
Method 2:create company from admin
Quotesto “yes”.c.
Advanced settings
Company administrator
Sales representative
To approve a pending company account:



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