Magento: Beginner's Guide


Magento: Beginner's Guide
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Overview
Table of Contents
Author
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Sample Chapters
  • Step-by-step guide to building your own online store
  • Focuses on the key features of Magento that you must know to get your store up and running
  • Customize the store's appearance to make it uniquely yours
  • Clearly illustrated with screenshots and a working example

Book Details

Language : English
Paperback : 300 pages [ 235mm x 191mm ]
Release Date : March 2009
ISBN : 1847195946
ISBN 13 : 9781847195944
Author(s) : William Rice
Topics and Technologies : All Books, CMS and eCommerce, Beginner's Guides, e-Commerce, Open Source


Table of Contents

Preface
Chapter 1: Introduction
Chapter 2: Installation
Chapter 3: Categories and Attributes
Chapter 4: Taxes
Chapter 5: Adding Simple Products
Chapter 6: Minimum Customization of Your Store's Appearance
Chapter 7: Beyond Simple Products
Chapter 8: Customer Relationships
Chapter 9: Accepting Payment
Chapter 10: Configure Shipping
Chapter 11: Fulfilling an Order
Appendix A: Abbreviated Step-by-Step Directions
Index
  • Chapter 2: Installation
    • System requirements
      • A list of requirements
      • Determining which PHP version and extensions your web server has
      • Do you have Apache's mod_rewrite and SSL?
        • mod_rewrite makes user-friendly URLs
        • Do you need SSL?
    • Installing Magento
      • Time for action: Downloading Magento
      • Time for action: Uploading Magento to your web host
    • Setting rights (permissions) for some of Magento's directories and files
      • About owners and groups
    • About rights
      • Using numbers (octals) to state permissions
    • Time for action: Setting the rights
    • Time for action : Creating a database and database user
    • Time for action: Pointing your browser to the
    • Magento directory and stepping through the installation wizard
  • Check
    • Summary
  • Chapter 3: Categories and Attributes
    • Categories, Products, and Attributes
      • Is it a Category or an Attribute?
      • Examples
      • Categories
        • Categories and the Navigation Menu
        • Making best use of Categories
      • Attributes
        • System versus Simple Attributes
        • Attribute Sets
      • Three types of Products
        • Simple Product
        • Configurable Product
        • Grouped Product
    • Putting it together
      • Time for action: Creating Categories
      • Time for action: Creating Attributes
        • What's next?
      • Time for action: Creating Attribute Sets
    • Summary
  • Chapter 4: Taxes
    • Anatomy of a Tax Rule
      • Customer Tax Class
      • Product Tax Class
      • Tax Rate
      • Priority
      • Sort Order
    • Why create Tax Rules now?
    • Creating a Tax Rule
      • Time for action: Creating a Customer Tax Class
      • Time for action: Creating a Product Tax Class
      • Creating Tax Rates
      • Time for action: Creating a Tax Rate in Magento
      • Time for action: Exporting and importing Tax Rates
      • Time for action: Creating a Tax Rule
    • Summary
  • Chapter 5: Adding Simple Products
    • Part 1: Adding the Product and assigning an Attribute Set
      • Time for action: Creating the Product and selecting an Attribute Set
    • Part 2: The General tab
      • Time for action: Filling the fields on the General tab
    • Part 3: The Prices tab
      • Time for action: Entering pricing for the Product
    • Part 4: The Meta Information tab
      • Time for action: Entering Meta information
    • Part 5: The Images tab
      • Time for action: Uploading images
    • Part 6: The Inventory tab
      • Time for action: Setting the global and Product inventory options
    • Part 7: The Categories tab
      • Time for action: Selecting Categories
    • Covered elsewhere: Promotions
    • Summing up
    • Summary
  • Chapter 6: Minimum Customization of Your Store's Appearance
    • Our store so far
      • The default Category page
        • The Layered Navigation Menu
        • Blocks: My Cart, Compare Products, and Recently Viewed Products
        • Callouts
        • Newsletter
        • Community Poll
        • Welcome message
        • Store name
      • The default front page
        • The default About Us and Customer Service pages
        • The Site Map, Search Terms, Advanced Search, and Contact Us links
    • Customize the Layered Navigation Menu
    • Customize the Callouts
      • Time for action: Replacing the default graphic for a callout
      • Replacing the default alt text for a callout
      • Time for action: Replacing the alt text for the right callout
      • Time for action: Replacing the alt text and the link for the left callout
        • Turning off the cache and testing the page
      • Time for action: Turning the page cache off
    • Disabling the Newsletter or Poll
      • Time for action: Disabling the Newsletter or Poll
    • Customize the welcome message
      • The HTML Head section
      • The Header section
      • The Footer section
  • Using new themes
    • Time for action: Installing a theme
  • Changing your store's name
    • Time for action: Change your store's name
  • Summary
  • Chapter 7: Beyond Simple Products
    • Related Products
      • Time for action: Adding related Product(s) to a Product
    • Grouped Products
      • Creating a Grouped Product
      • Time for action: Creating a Blank Grouped Product
      • Time for action: Completing the General tab
      • Time for action: Completing the Meta Information tab
      • Time for action: Uploading images
      • Time for action: Completing the Inventory tab
      • Time for action: Assigning a Category
      • Time for action: Selecting Associated Products
    • Configurable Products
      • Creating a Configurable Product
      • Time for action: Designating some Attributes as configurable
      • Time for action: Creating the first Simple Product that will be associated to the Configurable Product
      • Time for action: Duplicating the first Simple Product and creating other Products
      • Time for action: Creating a blank Configurable Product
      • Time for action: Associating the Simple Products to the Configurable Product
    • Tiered pricing
      • Giving discounts for minimum quantities to all customers
      • Looking ahead: Giving discounts to specified customer groups
    • Summary
  • Chapter 8: Customer Relationships
    • Configuring store email addresses
      • Time for action: Entering email addresses for your store
    • Configuring Contact Us
      • Time for action: Configuring the Contact Us form
    • Managing customers
      • Advantages of having customer accounts
        • Advantages for the customer
        • Advantages for the administrator
      • Time for action: Configuring customer account options
    • Summary
  • Chapter 9: Accepting Payment
    • Checkout and Sales configuration
      • The Sales Tax page
      • The Checkout page
      • Time for action: Configuring Checkout options
      • The Sales configuration page
      • Time for action: Setting the Sales configuration
      • The General configuration page
      • Currency Setup page
      • Time for action: Configuring Magento for your location and currency
    • An overview of the online payment process for credit cards
      • Shopping Cart
      • Payment Gateway
      • Merchant Account and business Bank Account
      • Where do PayPal, Authorize.net, and Payflow fit in?
        • Payflow Pro is a Payment Gateway
        • PayPal and Authorize.net are Gateways plus Merchant Accounts
        • Which option is the best for credit card processing?
    • Payment methods in detail
      • Saved CC
      • Zero Subtotal Checkout
      • Check/Money Order
      • Purchase Order
      • Authorize.net
      • Payflow Pro
      • PayPal Express Checkout
      • PayPal Website Payments Standard
      • PayPal Website Payments Pro—Direct Payments
      • PayPal Website Payments Pro (Payflow Edition)—Express and Direct
      • Google Checkout
        • Advantages and disadvantages of Google Checkout
      • Configuring a payment method
    • Summary
  • Chapter 10: Configure Shipping
    • Decisions you must make
      • Will you allow multiple addresses?
      • What shipping methods will you offer?
        • Flat Rate shipping
        • Table Rate method
        • UPS, USPS, FedEx, and DHL
        • Offering multiple shipping methods
      • Where can the buyer send the items to?
      • Will you charge a handling fee?
      • Do you offer free shipping for a minimum dollar amount?
    • Configuration settings and issues
      • Time for action: Setting the overall configuration settings that affect shipping
      • Configuring Flat Rate shipping
      • Configure the Table Rate
      • Time for action: Creating a shipping rate table
      • Configuring Free Shipping
      • UPS
      • USPS
      • FedEx
      • DHL
      • Time for action: Configuring and testing the shipping rates
    • Summary
  • Chapter 11: Fulfilling an Order
    • The lifecycle of an order
      • Step 1: Customer places the order
      • Step 2: You create an invoice
      • Step 3: Locate the orders that need to be shipped
      • Step 4: Print orders and pack them
      • Step 5: Create a shipment
    • Tips for managing orders
    • Practicing the complete order process
      • Time for action: Practice processing an order
    • Summary
  • Appendix A: Abbreviated Step-by-Step Directions
    • Categories and Attributes
      • Creating a Category
        • The General Information tab
      • Creating an Attribute
        • The Properties tab
      • Creating an Attribute Set
    • Taxes
      • Creating a Customer Tax Class
      • Creating a Product Tax Class
      • Creating a Tax Rate
      • Exporting and Importing Tax Rates
      • Creating a Tax Rule
    • Simple Products
      • Adding a Simple Product
        • Part 1: Adding the Product and assigning an Attribute Set
        • Part 2: The General tab
        • Part 3: The Prices tab
        • Part 4: Meta Information tab
        • Part 5: Images tab
        • Part 6: Inventory tab
        • Part 7: Categories
    • Customizing your store's appearance
      • Page Cache
        • To turn the page cache off and on
      • Callouts
        • Replacing the default graphic for a callout
        • Replacing the default alt text for a callout
      • Disabling the Newsletter or Poll
      • Customizing the Welcome Message
      • Customizing the HTML Head section
        • The Header section
        • The Footer section
        • Changing your store's name
      • Customizing the front page
    • Advanced Products
      • To add Related Products to a Product
      • To create a Grouped Product
      • To create a Configurable Product
      • Tiered Pricing: Discounts for minimum quantities
  • Customer relationships
    • Configuring store email addresses
    • Configuring the Contacts Function
    • Configuring customer options
  • Accepting payment
  • Configuring shipping

William Rice

William Rice is an e-learning professional who lives, works, and plays in New York City. He is the author of books on Moodle, Blackboard, Magento, and software training. He especially enjoys building e-learning solutions for small and mid-sized businesses. His greatest professional satisfaction is when one of his courses enables students to do something that makes their work easier and more productive.

His indoor hobbies include writing books and spending way too much time reading slashdot.org. His outdoor hobbies include practicing archery within sight of JFK Airport, and trying to keep up with his sons on the playground.

William is fascinated by the relationship between technology and society: how we create our tools, and how our tools in turn shape us. He is married to an incredible woman who encourages his writing pursuits, and has two amazing sons.

You can reach William through his website at http://williamrice.com

Submit Errata

Please let us know if you have found any errors not listed on this list by completing our errata submission form. Our editors will check them and add them to this list. Thank you.


Errata

- 4 submitted: last submission 19 Mar 2014

Errata type: Typo | Page number: 43

Line 6: magneto should be magento

Errata type: Technical | Page number: 251

Under "Creating a Tax Rate" in Appendix A, step 4 it says, "Magento calculates sales tax based upon the billing address, not the shipping address." This is incorrect as that's now a configurable item. It's correct in the Configuring Taxes section of the book.

Errata type: Content | Page number: 55 | Errata date: 15 September 11

In point 7. the example address given is missing the category on the end of it?

The link should read http://brew-me-a-cup.com/single-origin-coffees

 

Errata type: Code | Page number: 91 | Errata date: 19 July 13

In case if you get an error message with the uploaded .txt file "Invalid file format upload attempt", Please visit the following link for solutions: http://www.magentocommerce.com/boards/viewthread/8086/

Sample chapters

You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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What you will learn from this book

  • Install and configure Magento and add products to your online catalog
  • Create categories and attributes to build your catalog of products
  • Enhance your products with descriptions, images, and inventory information
  • Create product categories to help your customers navigate your online store
  • Automatically apply sales tax rules to different shipping addresses and different types of products
  • Present and sell products in groups and sets
  • Display products related to the one that is being viewed by a customer
  • Offer your customer choices for a product's size, color, or other attribute and give discounts based on quantities
  • Accept payments using Paypal, credit cards, and checks/money orders and offer a variety of shipping options
  • Create your own, customized shipping rates and connect to shippers such as UPS, FedEx, and USPS

Chapter 1: Introduction
What you can do with Magento. A walk-through of a store using the features we will cover.

Chapter 2: Installation
How to install Magento on a low-cost hosting service.

Chapter 3: Categories and attributes
Creating categories and attributes, a necessary step before you can build your catalog of products.

Chapter 4: Taxes
Configure tax rates and rules, to automatically apply the correct sales tax based upon the type of product and the purchaser's location.

Chapter 5: Adding simple products
Add products to your store. Include detailed descriptions, images, and inventory information.

Chapter 6: Minimum customization of your store's appearance
Customize the default storefront to make it your own.

Chapter 7: Beyond simple products
Present related products to your shoppers. Offer products for sale in sets. Give your customers options such as size, color, manufacturer, and more.

Chapter 8: Customer relationships
Managing customer accounts. Configuring store contact options.

Chapter 9: Accepting payment
Configuring Magento's default payment options, such as Paypal, credit cards, check/money order, and purchase orders.

Chapter 10: Configuring shipping
Offer customers a variety of shipping options. Connect to shippers such as UPS, FedEx, and USPS. Create your own, customized shipping rates.

Chapter 11: Fulfilling an Order
A walk-through of fulfilling an order. Discover your options for handling order fulfillment by observing the lifecycle of an order in Magento.

Appendix: Abbreviated step-by-step directions
The step-by-step directions in the chapters contain many detailed explanations of why to choose various options, and the effect they have on your store and the customer's experience. This appendix gathers the directions in one place, and eliminates the explanations so you get just the steps you need

In Detail

Magento is the world's most evolved e-commerce solution. It runs on the Apache/MySQL/PHP platform. From one installation, you can control multiple storefronts, all sharing customer and product information. Magento's templates and themes enable you to customize the look and feel of your store, even optimizing it for mobile phones. Extensions enable you to connect Magento to a large number of payment gateways and shipping services. Modular code enables you to upgrade your Magento installation while retaining your customizations. Support is provided free by an active open source community and by subscription to Varien, the company behind Magento.

Magento is one of the most exciting, flexible, and customizable e-commerce systems. It offers you an extensive suite of powerful tools for creating and managing an online store. As your online store grows, you can be sure that this robust e-commerce system can handle your needs. However, getting started with Magento can be difficult without the right guidance.

This book provides that guidance in the form of a step-by-step approach to building a simple, effective online store. The book covers the key features of Magento that will help you get your store up and running. It guides you through installation, configuration, populating your store with products, accepting payments, maintaining relationships with your customers, and fulfilling orders.

When you create an online store with Magento, you usually follow a defined series of steps. This book is arranged to support that process. Each chapter shows you how to get the most from one step.

You will learn to customize the default Magento storefront so that it becomes your store and also about Magento's directory structure and where some of the elements of a store are customized. This experience will help you if you decide to go beyond this book and install new themes or create your own themes.

As you work your way through each chapter, your store will grow in scope and sophistication. By the time you finish this book, you should have a basic but complete, working online store.

A step-by-step plan for creating your online store with Magento, the most powerful open-source solution for e-commerce

Approach

This book will provide you with step-by-step instructions for installing, configuring, and using Magento to run your own e-commerce site. We will set up an example store in the book with enough information to adapt the instructions according to your needs.

Who this book is for

This book is for anyone who wants to create an online store using Magento. If you are a non-technical person and are discouraged by the complexity of this powerful e-commerce application, this book is ideal for you.

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