11 Apr 2017 Magento 2 Admin Area User Guide
We know it can be daunting learning something new. That’s why we’ve put together this Magento 2 User Guide to make it easy for you to navigate your way around Magento 2. Allowing you to get the most out of your new website.
In this user guide we will cover;
We will use clear images throughout and a step by step system to simplify the process. Giving you something to look back on as a reference guide, should you ever need it. We also recommend you take a look at this Magento 2 Getting Started Guide which covers what we will be discussing, as well as some other areas in much greater detail. Let’s get started!
How to Navigate Magento 2 Dashboard
Your dashboard acts as the homepage for the backend of your website. When you log in this is always the first page to load. The dashboard has a grey menu bar down the left-hand side, each of these tabs can be used to navigate around different areas of the website.
In the left-hand column below ‘dashboard’, your value of sales generated shows here. This number will increase over time as your website brings in more sales. A well as this you can see your average order value. Below this, there are 3 categories. The first shows the last five orders received. The second shows the last five search terms. And finally, scrolling to the bottom, you can see the top five search terms of all time. This is a good tool to understand your customers and their needs.
In the centre of the page within the ‘orders’ tab, you’ll find a drop-down menu. Here you can view orders in the past 24 hours, all the way back to the past 2 years. It allows you to view a breakdown of revenue, tax, shipping and quantity. In the next tab is ‘amounts’ with the same options to filter between.
Below this, there are four different tabs. The first of these are best-sellers where you can find a list of your top selling products. You can also filter by moving along the tabs for your most viewed products and view customers who shop regularly.
In the top right corner of the screen, you’ll find a button allowing you to refresh the screen. Above this is a search bar, a notifications reminder and by clicking on your username you can access your account. Here you can make changes to your username and password and also log out of your Magento Dashboard. Let’s have a closer look at this.
How to Update Your Details and Change Your Password
Getting logged into your Magento admin area is the first step to begin the Magento development of your site. If you click on your login ID in the top right corner, besides the symbol of the person, a new page will open that will allow you to access your account settings. Here you can view your current account settings including email and username and update these as well as your password. Don’t forget to save any changes afterwards.
If you are having difficulty with any aspect of the usage of your Magento 2 admin area. Remember that we offer Magento training in Edinburgh and other nearby areas of Scotland. Our hourly rate for all services applies. We can cover any aspect of Magento 2 within this training that you dictate to us. Training has to be booked in minimum blocks of 8 hours, and increments thereof. Here at Primal Space, we are experts in e-commerce. We have been using Magento successfully with our clients for a number of years to enable them to achieve their online retail goals.
How to View Your Sales and Orders on Magento 2
Magento 2 Order Page Overview
Let’s move on and take a look at the Sales > Orders tab. It’s the third option on your left menu bar. If you select this then select orders, at the top of the pop-up menu, it will take you to your Orders page.
Here is your orders page. There is a search bar where you can search for specific orders. To the left of this is a ‘filters’ tab where you can input specific information to narrow down your search results specific to what you are looking for. By selecting ‘default view’, you will then return to the original options before you alter your selection. There’s also a ‘columns’ tab which allows you to customise which columns are visible to you on the table below. You can play around with this and explore which columns you wish to have as your default selection. This will be based on what information you want to see about your customers and their orders. Finally, there’s the ‘export’ tab which allows you to selected some order information into either a CSV file or an Excel document.
Below these tabs is an ‘actions’ drop-down menu which allows you to make various choices about the information you have selected within your table. Simply by selecting a few of the orders, by ticking the boxes beside each order ID or using the box at the top left of the table to select all. Options within this drop-down menu include; cancel/hold/un-hold orders or print invoices/packing slips/ credit memos or shipping labels. The system really allows you to have all the information for any order you’ve ever had at the touch of a button. Also allowing you to carry out a whole array of options, making your job easier and saving you time.
To the right of this drop-down menu you also have the ability to decide how many orders you view on the page using the drop down. And also navigate through the various pages using the arrows. There is also an orange button titled ‘Create New Order’ allowing you to manually input orders.
How to View an Order on Magento 2
Now let’s talk about viewing an order. Start by finding the order you wish to view as we’ve covered above and then select the view action in the far right of the orders table.
The order will open in a full page format with the order number at the top and a menu down the left side of the page. The information tab shows all your general order information including information about the customer, shipping details and items ordered. There is a drop down where you can change the status of the delivery at the bottom of the page. You also have the ability to send notifications to the customer updating them on the progress of their order. The bottom of the Order page details the order reference number, payment method and reference number. Also, the shipping method and status of the order can be found here too.
On the left-hand menu, there are several other tabs which information can be stored on relating to invoices, credit memos, shipments and comment history. The top menu bar has the various action steps which you can choose relating to the particular order you are viewing. You can cancel, send email, hold, ship etc as well as an ‘edit’ button which allows you to change the order detail when required. The back button takes you back to the general orders page.
How to View, Edit and Add a Product to the Magento 2 Catalogue
Let’s move on and take a look at the Products > Catalogue tab. It’s the fourth option on your left menu bar. If you select this then select Catalogue, at the top of the pop-up menu, it will take you to your Product Catalogue page.
On this page, you’ll find a similar layout to what we’d looked at previously on the Orders Page. You have the ability to filter your search results, customise your table columns and change the number of items viewed. You also have the ability to select from various different actions using the drop-down menu. This is located to the left of the page above the table showing all the products. These options allow you to delete, change status or update attributes for one product or multiple products in your Magento store.
How to Edit a Product using Magento 2
By selecting the edit button to the right side of the table in the column headed ‘action’ we are then able to edit individual products. This opens up a new page with all the product information stored. Let’s take a look.
The page is titled with the name of the product followed by lots of questions relating to the product. You can answer as many or as few of these questions as you wish based on how much information you wish to give your customer. These questions about the product are called attributes, you can add more of these in as you wish by selecting the ‘Add Attribute’ button at the top of the page. Within this page, you also have the ability to enable or disable products and choose the categories they are visible within.
If you scroll to the bottom of the page there are tabs which can also be customised relating to your product. You can select content to add a description relating to your product. Add product reviews you may have. Input additional images and add additional related products.
Don’t forget to click the orange ‘Save’ button whenever you make updates and before leaving the page otherwise, your changes will not be saved. The save button opens a drop down where you can decide to save and close, save and new or save and duplicate. Save and duplicate is a useful option because you may have a similar product you wish to add using your current product as a template to create your new product. You would then go on to change the images and attributes like colour or size, etc where relevant. The back button takes you back to your General Catalogue page.
How to Add a New Product using Magento 2
The orange ‘Add Product’ button at the top of the page also opens as a drop-down menu giving several different options depending on the type of product you wish to add. Select the relevant product and then the new product page will open ready for editing. This page is the same as the edit product page and follows the same layout as mentioned above. Once you are able to edit a product that’s already there, you’ll be familiar with the information that’s required. And where it relates to on the front-end of your website to be able to comfortably create new products.
The various categories act as a checklist so aim to fill as many of these as possible with information. Not forgetting to add in your product description and images to the bottom tabs. If you are unsure what information to add in then refer back to a previous product that’s already been added as a guideline. Remember to save your new product before returning to the product catalogue, using the back button.
How to Add and Edit Product Categories with Magento 2
General Categories Overview
Let’s move on and take a look at the Products > Categories tab. It’s the fourth option on your left menu bar. If you select this then select Categories, which appears below Catalogue on the pop-up menu, it will take you to your Product Categories page.
On this page, you have the option to add Root or Subcategories and below this, you can select ‘expand all’ to view all of your current Root and Subcategories that are live on your website. The best way to distinguish the difference between the two types of categories is that the Root category is the parent category and the main category which will be visible on your Menu. The Subcategories are the children belonging to that parent category. These will only become visible on your website by selecting the Root category where a further drop down of more specific Sub Categories will appear.
Editing Root or Subcategories
Let’s select one of our current categories to edit. When you select a category you have the option to enable or disable your category, add it to your menu or edit the category name. Below this, a list of tabs appears relating to that specific category. ‘Content’ is where you can add a description of your category and a related image. You can also add and view the products within this category by selecting the ‘Products in Category’ drop down. Again don’t forget to save any changes you have made before leaving the page, using the orange ‘Save’ button at the top right. There is also a button to ‘Delete’ should you wish to completely remove the category altogether.
Adding Root and Subcategories with Magento 2
Simply select which type of category you wish to add by selecting either the ‘Add Root Category’ or ‘Add Subcategory’ buttons, this will allow you to then build your category. Firstly give your new category a name and then input the information relating to your new category in the various tabs mentioned previously. Don’t forget to save your category. It will then become visible to the left of the page with your other, already saved categories. You then have the ability to drag and drop your categories into the specific order you wish and put subcategories inside your chosen root categories. Again use the save button to save any changes you may have made to the order of your categories to ensure any updates are made visible on the front-end of your website.
Adding and Editing Blog Posts with Magento 2
General Blog Page Overview
Let’s move on and take a look at the Content > Blog > Posts tab. Content is the seventh option on your left menu bar. If you select this then locate where it says blog on the pop-up menu and select ‘Posts’ your ‘Manage Posts’ page will open.
The table will show the currently visible posts in your blog area. You are able to filter the number of posts that are visible, navigate between the pages and select from a drop-down menu of actions. These allow you to easily enable, disable or delete content. You can also search for specific blog posts using the search button and add new blog posts using the orange ‘Add New Post’ button in the top right-hand corner. Let’s take a look at this in more detail.
Adding a New Blog Post with Magento 2
By selecting the orange button a ‘new post’ page will open ready to be edited. Firstly you will want to give your new blog post a name and also select a category for this new post to fall under. If you don’t already have some categories saved then you can add these in using the ‘add category’ button. Your blog post can then be written in the large text box visible below. Or if you have already written your blog post offline you might wish to copy and paste it in here. Be mindful of layout, paragraphing and headers as whatever you have on the back end will appear on the front-end of your website. Use the Show/Hide Editor button to style your post as you would any word document.
You also have the ability to insert a widget, such as links to new products or various pages throughout your website. As well as this, you can also add images to your blog post and insert variables which can be selected from the list where relevant.
Further down the page are a list of tabs which you can add more content to. Additional Options is one you will use when creating a new blog post. You should upload a featured image for your post, add an author and the date you wish to show your blog post a being published. We recommend that you refer back to previously published posts to help you model the settings required for your new blog posts.
Don’t forget to save your blog post we suggest doing this regularly so you don’t lose any of your work. You can use the save and continue edit button to do this. When you are finished, remember to select the orange save button at the top right of the screen before navigating away from the page.
Magento 2 User Guide
Congratulations, you should now have a basic understanding of how to use your new website and perform basic functions. You may have noticed that the page layouts throughout are simple, repetitive and extremely user-friendly. Magento 2 uses prompts throughout so you know exactly what information is required from you at any given time. This allows you to easily navigate your way around comfortably and perform tasks with ease. Some of the many reasons why we only choose Magento, and why it’s the most commonly used e-commerce software globally.
Magento 2 Support
We hope you have found this Magento 2 User Guide helpful. You should now be feeling more confident in navigating your way around the back end of your new website and performing basic functions. Our aim with this Magento 2 User Guide is to provide a learning tool which you can look back on until you feel confident enough that you no longer need it. If you wish to explore Magento in more depth, we recommend you check out the Magento 2 Getting Started Guide which covers each of the topics we’ve discussed in much greater detail as well as some other, more technical areas.
You can also find our Magento 1 Guide here for your other Magento websites.