IT CONFIGURATION - USER GUIDE FOR MAGENTO 2


INTRODUCTION

This guide will help you – an IT Manager – to configure a successful and strong system for the retailers and support you to activate the most suitable features for the business. Through the guide, you will understand work with modules included in Magestore's Omnichannel Solution. Moreover, you will get basic knowledge about how you can decentralize roles, users and staffs for your company.


HOW TO INSTALL

How to install

Generate License Certificate

After purchasing an module, you will receive an email that includes the link to access My License Certificates on Magestore website.

generate license certificate

If you don’t receive the email, you can directly log in to your account dashboard at Magestore then go to My Account/My License Certificates.

generate license certificate

Here you will select your Order number and a corresponding Product then type the back-end domain of your live site. It is optional to add your Development Domains right away or later.

Click on the Generate Certificate button to get your License Certificate.

Note: License Certificate is a PDF document that contains your License Information including:

1) Product Name

2) License Serial

3) License Type

4) Registered Domain

5) Activation Date

6) Expiration Date

Your License Serial is unique and can only be used once for one module.

You also can go to MageStore Check License Information page, enter your License Serial to check your license status.

You do not need to insert this license serial into your module back-end. Simply provide it in your ticket/ email when you request for our support.

Download Solution Package

Go to My Downloadable Products. Click on the version of that you want to install to download it. The file that you download is normally a zip file.

Here you also can find related documents, such as user guide.

Download Solution Package

Install the Package Downloaded

If you are new to Magento 2, you probably need a little help to get started before installing an module:

1) Is the Magento software installed already?

2) What’s a terminal, command prompt, or Secure Shell (ssh)?

3) Where’s my Magento server and how do I access it?

Notice that,we take Growth Plus as the example

Step 1: Verify your prerequisites

Use the following table to verify you have the correct prerequisites to install the Magento software.

Prerequisite How to check For more information
Magento version Starter Edition Go to admin page, you can see version of Magento 2 at left bottom page Download Magento version Growth Plus

Step 2: Install and verify the installation

Unzip the module package downloaded. When you have completed, you will have a folder named “app” containing all files of this module:

Now, please connect to your FTP by using FileZilla or other FTP Application to upload the files to your server:

Install the Package Downloaded

After uploading all the files to your server, please login to your SSH by using Putty or SSH command line. Them, please use cd command to change the directory to Magento 2 root folder:

cd [magento 2 root folder]

Run the setup:upgrade command line:

php bin/magento setup:upgrade

Wait a second to complete installation process:

Install the Package Downloaded

If your website is in the Production mode, you should re-run the Magento compile command. Please enter the command:

php bin/magento setup:di:compile

Install the Package Downloaded

After that, if your website is in the Default or the Production mode, please type the command line to deploy the static content:

php bin/magento setup:static-content:deploy

Install the Package Downloaded

Then, if your website enabled the cache, please enter this command:

php bin/magento cache:flush

Finally, coming back to Magento 2 admin to check if the module is installed properly.

Note: In case that you have followed all above steps but couldn’t make the module work properly, to make your website function as normal, please contact us at support@magestore.com or support.magestore.com, our supporters will assist you in resolving any issues within 24 hours.


HOW TO CONFIGURE

Multi-companies (Coming soon)

Inventory Management

Stock Control Configuration

Path: Stores > Settings section> Configuration > MageStore Module > Inventory Management Configuration

Stock Control Configuration

(1) Link stocks in Warehouse to Front Store View: choose Yes to activate the visibility of Stocks in Warehouse on the Front Store View

(2) Adjust Stock by entering the change Qty.: if you choose Yes, when you enter the change Qty. of products, the system will automatically reset for you to the right

(3) Click Save Config to finish

Pricelist Configuration

Note: Pricelist is a list of current prices of items on sale

Path: Stores > Settings section > Configuration > MageStore Module > Supplier Configuration

Stock Control Configuration

(1) Select Yes to allow using and importing supplier pricelist, and vice versa.

(2) Click Save Config.

Stock Option

Path: Stores > Settings section > Configuration > Catalog > Inventory

Note: If you want to configure based on your own features, then unmark box Use System value.

Stock Option

Stock Option

(1) Select Yes in the dropdown list to adjust the quantity on hand when an order is placed.

(2) Select Yes in the dropdown list to return items to stock if an order is cancelled.

(3) Select Yes in the dropdown list to continue to display products in the catalogue that are no longer in stock.

(4) Enter the number in the blank to display the message: Only x left on website when the quantity in stock reaches the threshold.

(5) Select Yes in dropdown list to display an In Stock or Out of Stock message on the product page.

(6) Tap Save to finish.

Product Stock Options

Path: Stores > Settings section > Configuration > Catalog > Inventory

Product Stock Options

(1) Select Yes to activate inventory control for your catalog.

(2) Set Backorders to one of the following status:

No Backorders Allow Qty. Below 0: To reject backorders when product is out of stock.

Allow Qty. Below 0: To accept backorders when the quantity falls below zero.

Notify Customer: To accept backorders when the quantity falls below zero, and notify the customer that the order can still be placed.

(3) Enter the Maximum Qty. allowed in Shopping Cart.

(4) Enter the quantity for Item's Status to become out of stock.

(5) Enter the Minimum Qty. allowed in Shopping Cart.

Next,

Product Stock Options

(6) Enter the stock level that generate notification showing the item is out of stock.

(7) Select Yes to activate quantity increments for the product. Then in the Qty. Increments field, enter the number of the items that must be purchased to meet the requirement mentioned above.

(8) Select Yes to return the item to inventory by default when a credit memo is issued for the item. Finally, click on Save Config to save changes.

Low Stock Notification Rules

Note: Low Stock Alert is when a type of product is on the verge of low-stock, Low Stock Alert will alert the Inventory manager to import more items. This feature avoids lack of items to supply for stores.

Path: Inventory Management > Prediction section > Low Stock Rules

Product Stock Options

(1) Click Add new rule to create a new low stock notification rule

Product Stock Options

(2) Enter the low stock rule name

(3) Add a brief about the rule (optional)

(4) Select Active to enable the rule

(5) Use Calendar to choose From and To date for a term of validity (optional)

Product Stock Options

(6) Select an update time:

• Daily

• Monthly

The system periodically check stock availability and automatically send email notifications admin and warehouse managers.

(7) Select hours the warning message will be sent

Product Stock Options

On the Conditions Tab:

There are 2 types of low stock rule:

Type 1: Availability Qty.

Availability Qty.: you can select Qty. threshold that the system will notify to import.

(8) Select Availability Qty.

(9) Set the number of threshold quantity

(10) Select Both Warehouse and Global for notification scope

(11) Select Warehouses for those rules will be applied

Product Stock Options

Type 2: Availability Days

Availability Days: you can select Day Threshold that system can notify you to import items. You do not need to enter the Qty. here because the system will automatically calculate the selling rate based on the sale period you provided and the real Qty. in your warehouse and (store)

(12) Select Availability Days

(13) Set the number of threshold days

(14) Set the number of sales period days

(15) Select Both Warehouse and Global for notification scope

(16) Select warehouses for those rules will be applied

Product Stock Options

On Actions Tab:

(17) Enter an email list to send the low stock notifications to

(18) Enter content of the warning message

Product Stock Options

(19) Click Save or Save and Apply to finish

Save and Continue Edit: to save the process and continue edit on the current page.

Save and Apply: you can apply rule immediately

Save: you can save the rule but it will not be applied, in case you need to ask for permission before applying or double-check with other people.

Note:* You can edit the rule that you Save and Apply or Save by going to Inventory Management > Prediction section > Low Stock Rules > clicking on Edit***

Web POS

Default Guest Checkout

Path: Sale > Web POS section > Setting > Default Guest Checkout

Default customer is the customer whose information will be used for Guest Checkout or when customer information is not enough, default value will be filled automatically.

Default Guest Checkout

Fill in all information as you want to use as default, including First Name, Last Name, Street, Country, State/Province, City, Zip/Postal Code, Telephone and Email. After finishing, click on Save Config button to save your work.

How Web POS works with peripheral devices

MageStore Web POS module can connect with Barcode readers, Card swiper & Receipt printers.

1) Barcode readers: are any devices that can connect with iPad/Laptop/PC (including USB Port, Wifi or Bluetooth). The scanner can read barcodes & fill encoded information into Web POS search box.

2) Card swiper: only devices connected through USB port (supports Authorize.Net & Stripe).

3) Receipt printers: any devices that connect with iPad/laptop/PC

Loyalty program

Catalog Price Rule

Path: Marketing > Promotions Section > Catalog Price Rule

Manage Catalog Price Rule

Manage Catalog Price Rule

(1) Click Add New Rule to create a new catalog price rules.

(2) Fill out the blank with a value to search, after click Search.

(3) Search catalog price rules information with keyword. View or edit a rule’s detail by clicking on each line.

Type of Pricing Rule
Type of pricing rule Description
Apply as percentage of original Discount item by subtracting a percentage from the original price
Apply as fixed amount Discounts item by subtracting a fixed amount from original price.
Adjust final price to this percentage Discount item by defining the final price based on percentage.
Create a new Catalog Price Rule

Create a new Catalog Price Rule

Click on Add New Rule

Create a new Catalog Price Rule

Rule Information

(1) Fill in the Rule Name (required)

(2) Fill in description of the rule

(3) Select Active

(4) Select websites where the rule is to be applied

(5) Select Customer Groups to which rules are applied.

(6) Set the From and To date range for the promotion.

(7) Choose Priority (a number that indicates the priority of this rule in relation to others. The highest priority is number 1)

Create a new Catalog Price Rule

Conditions

Click the small green button to add conditions.

Create a new Catalog Price Rule

Action

  • Select type of pricing rule that you want.
  • Enter the Discount Amount to apply.
  • Set Yes to stop processing other rules. This prevents customers from receiving multiple discounts for the same product. To finish, click Save

Cart Price Rule

Note: Cart price rules apply discounts to items in the shopping cart, based on a set of conditions. When applied, the discount appears in the cart under the subtotal. A cart price rule can be used as needed for a season or promotion by changing its status and date range.

Manage Cart Price Rule

Path: Marketing > Promotion section > Cart Price Rule

Manage Cart Price Rule

(1) Click Add New User to create a new cart price rules.

(2) Fill in the blank with a value to search, after click Search.

(3) Search cart price rules information with keyword. View or edit a rule’s detail by clicking on each line.

Type of Account
Type of pricing rule Description
Percent of product price discount Discounts item by subtracting a percentage from the original price. The discount applies to each qualifying item in the cart. For example: Enter 10 in Discount Amount for an updated price that is 10% less than the original price.
Fixed amount discount Discounts item by subtracting a fixed amount from original price. The discount applies to each qualifying item in the cart. For example: Enter 10 in Discount Amount for an updated price that is $10 less than the original price.
Fixed amount discount for whole cart Discount the entire cart by subtracting a percentage from the cart total. For example: Enter 10 in Discount Amount to subtract 10% from the cart total.
Buy X get Y free Defines a quantity that the customer must purchase to receive a quantity for free (The Discount Amount is Y)
Create a Cart Price Rule

Create a Cart Price Rule

Click Add New Rule to create a new Cart Price Rule

Create a Cart Price Rule

Add a New Rule

(1) Enter a rule name

(2) Enter the description

(3) If you do not want the rule to go into effect immediately, set Active to No.

(4) Select the websites where the promotion is to be available.

(5) Select customer groups to which the promotion applies. For the promotion to be available only to registered customers, do not select the NOT LOGGED IN option.

(6) To associate a coupon with the price rule, set Coupon to Specific Coupon. Then, do the following:

Create a Cart Price Rule

(7) Enter a numeric Coupon Code that the customer must enter to receive the discount.

(8) Limit the number of times the coupon code can be used. If there is no limit, leave the field blank.

(9) Limit the number of times the coupon code can be used by the same registered customer who belongs to any of the selected customer groups. The setting does not apply to guest shoppers who are members of the NOT LOGGED IN customer group, or to customers who shop without logging in to their accounts. If there is no limit, leave the field blank.

(10) Set the From and To date range for the promotion.

(11) Enter a number to determine the Priority of this price rule in relation to the Action settings of other price rules that might be active at the same time. (Number 1 has the highest priority.)

(12) To apply the rule to published listings in RSS feeds, set Public In RSS Feed to Yes.

Create a Cart Price Rule

Conditions

Click the small green button to add conditions.

Create a Cart Price Rule

Define the Actions

The shopping cart price rule actions describe how prices are updated when the conditions are met.

(1) Apply: Select one of the following discount options:

• Percent of product.

• Fixed amount discount.

• Fixed amount discount for whole cart.

• Buy X get Y free.

(2) Discount Amount: Based on the discount option selected, the number might indicate a percentage, a fixed amount or a quantity of items.

(3) Maximum Qty. Discount is Applied: Enter the maximum quantity of the same product that can qualify for the discount in the same purchase.

(4) Discount Qty. Step (Buy X): For a Buy X get Y Free discount, enter a quantity that the customer must purchase to receive the discount.

(5) Apply to Shipping Amount: If you choose Yes - Applies the discount amount to the subtotal and shopping amounts separately. Vice versa, applies the discount amount only to the subtotal.

(6) Discard Subsequent Rules: Stop processing other rules after this rule is applied.

(7) Free Shipping:

• Choose No: free shipping is not available.

• Choose For matching items only, then free shipping is available only for items that match the conditions of rule.

• Choose For shipment with matching items, then free shipping is available for any shipment that includes matching item(s).

(8) Define as many additional conditions as needed for the action. When complete, click Save and Continue Edit.

Create a Cart Price Rule

The labels

The label appears on the order below the subtotal to identify the discount. You can enter a default label for all store views, or enter a different label for each view.

(1) Default Rule Label for All Store Views: this label will appear on the order below the subtotal.

(2) Default Store View: If your store has multiple views, or multiple websites with multiple view, enter the appropriate label text for each.

Create a Specific Coupon

Create a Specific Coupon

Follow the instructions to Create a Cart Price Rule.

On the General Information page, set Coupon to Specific Coupon.

(1) Enter a Coupon Code to be used with the promotion.

(2) Limit the number of times the coupon can be used. For unlimited use, leave these fields blank.

(3) Limit the number of times the coupon can be used by same customer.

(4) Use Calendar to set the From and To date range for the promotion. If you leave the date range empty, the rule will never expire.

Click Save to finish.

Generate a Batch of Coupons

Generate a Batch of Coupons

Under Coupon tab, mark the Use Auto Generation checkbox.

To limit the number of times each customer can use the coupon, enter the number of Uses per Customer. To limit the number of times a person uses per coupon, enter the number of Uses per Coupon

Generate a Batch of Coupons

Scroll down and expand the Manage Coupon Codes section.

Then,

(1) Enter the number of coupons that you want to generate. (required)

(2) Code Length: Not including the prefix, suffix, or separators. (required)

(3) Select the Code Format

• Alphanumeric

• Alphabetical

• Numeric

(4) Enter Code prefix which can be added to the beginning of the code.

(5) Enter Code suffix which can be added to the end of the code.

(6) Enter the number of characters, between each dash. For example, if the code is twelve characters long, and there is a dash every four characters, it will look like this: xxxx-xxxx-xxxx.

Generate a Batch of Coupons

When complete, click Generate. The list of generated codes appears below it.

Free Gift Promotions (Coming soon)

Gift Card

Setting

Path: Marketing > Gift Card section > Settings

To configure default configurations and settings of the module, please log in to backend screen, and then do the following stages as below:

Free Gift Promotions

GENERAL

Gift code

(1) Select Yes in the dropdown list to enable Gift Card

(2) Configure the pattern to auto-generate gift codes for Gift Card products when customers purchase in WebPOS frontend

(3) Enter the number of prefix characters which are shown in a voucher code

(4) Enter one letter to replace hidden characters

Gift code

Gift Card Usage

(1) Enter the term of validity that Gift Cards can be used after being activated.

(2) Enter the maximum time(s) that allows users to enter gift code incorrectly.

(3) Enter the maximum number of users per gift code.

(4) Select Yes to allow customer to apply gift card for shipping fee

(5) Select Yes to allow customers to use both Gift Card codes and Coupon codes at once.

(6) Select Yes to allow customers to check status of Gift Cards after entering Gift Codes, and vice versa.

(7) Select Yes to show the expiration date of Gift Cards on website, and vice versa.

Gift Card Usage

Tax Configuration

(1) Select:

After Tax: to allow applying Gift Card after the tax is applied

Before Tax: to allow applying Gift Card w/o tax

Tax Configuration

ON PRODUCT PAGE

Gift Card Value

(1) Enter the default gift card value (follow the below instruction)

(2) Enter the description of gift card value (follow the below instruction)

Gift Card Value

Gift Card Template

(1) Select Yes to allow customers to change the image inserted in the template

(2) Limit the maximum size of images uploaded by customers to 500KB

Gift Card Shipping Information

(3) Select Yes: Gift card can be sent through the post office

(4) Choose 5 means that after Customers order Gift Cards for friends and choose Send through post office option, Gift Cards will be sent to recipients within 5 days

(5) Limit the maximum length of a custom message on Gift Card. Select Yes to allow users to schedule gift card delivery date.

Gift Card Shipping Information

ON SHOPPING CART PAGE

(1) Select Yes to Enable a Gift Card box for customers to apply gift codes right on the shopping cart page.

(2) Select the data to display on shopping cart page

(3) Select Yes to allow showing Gift Card printout preview as product image on shopping cart page

ON SHOPPING CART PAGE

ON CHECKOUT PAGE

Select Yes to show Gift Card box on the checkout page

ON CHECKOUT PAGE

EMAIL NOTIFICATION

General

(1) Select Yes to allow sending notification emails to customers and recipients

(2) Select Active, only a gift card which is activated can be sent to a friend

(3) Set the default sender of notification emails as General Contact

(4) Select Yes to allow sending a copy of gift card via email if customers choose to ship through post office.

EMAIL NOTIFICATION

Notification email sent to purchasers

(1) Select the email template sent to purchasers after buying Gift Card successfully.

(2) Select the email template sent to purchasers when recipients receive Gift Cards.

Notification email sent to recipient

(3) Select Yes to allow email notification being sent to recipient when sender refunds Gift Card.

(4) Select the email template sent to the gift card’s recipient.

(5) Choose the email template sent to recipient when gift card is refunded.

(6) Enable auto reminder email sent to Customers before Gift card expires

(7) Enter the number of days to send notification to customers before the expiration date of a Gift card.

Notification email sent to recipient

GIFT CARD PRINTOUT

Click Choose File to upload an image used as a logo when Gift Cards are printed or sent via email.

Manage Gift Card Templates

- Add new template

Path: Marketing > Gift Card section > Manage Gift Card Templates

Add new template

(1) Click Add New Template

Add new template

On the popup screen

(1) Enter the template’s name

(2) Choose a design pattern in dropdown list (optional)

(3) Enter notes or description about the gift card template (if any)

(4) Choose text color

(5) Choose link/ special text color

Add new template

(6) Upload a background image.

(7) Click Save and Continue or Save

- Preview Existing Template

Path: Marketing > Gift Card section > Manage Gift Card Templates

Preview Existing Template

Click Preview to see the gift card template

- Edit and Delete Existing Template

Path: Marketing > Gift Card section > Manage Gift Card Templates

Edit and Delete Existing Template

(1) Mark the template checkbox

(2) Tab the action label, select Delete to remove templates.

(3) Click Edit to update templates data

Edit and Delete Existing Template

On the popup screen

(4) Edit templates data

(5) Click Save to finish

(6) Additional guidance: Click Delete to remove template

Generate Gift Code

Path: Marketing > Gift Card section > Generate Gift Code

Generate Gift Code

(1) Click on Add Gift Code Pattern to create new pattern code

Generate Gift Code

Generate Gift Code

On the popup screen

(2) Enter the pattern name

(3) Follow the example mentioned below and set a format for the gift code

(4) Enter the Gift code value

(5) Select a currency

(6) Select an expiration date

(7) Select a gift card template

(8) Enter the quantity of gift code issued

(9) Select store views

(10) Click on:

Save and Generate to save and generate the gift code at the same time

Save to finish

Generate Gift Code

A status The pattern has been generated successfully would be shown on the pop-up screen

Generate Gift Code

A list a generated Gift Codes would be shown at the bottom of the pop-up screen

Manage Gift Codes

1/ Create a new Gift Code

Path: Marketing > Gift Card section > Manage Gift Code

Manage Gift Codes

(1) Click on Add Gift Code to create a new gift code

Moreover, click on Import Gift Codes to import data from your device to the system.

Manage Gift Codes

Manage Gift Codes

On the popup screen:

(2) Follow the example mentioned under the tab to set a format for the gift code

(3) Enter the Gift code value

(4) Select a currency

(5) Select a gift code template

(6) Select Active to enable/ activate the gift code

(7) Select an expiration date

(8) Select store views

(9) Write a comment (optional)

Manage Gift Codes

Manage Gift Codes

Scroll down, on the Message Information tab, click to expand:

(1) Enter the sender name and email

(2) Enter the recipient name and email

(3) Enter the Recipient Address

(4) Enter the message to the recipient

Manage Gift Codes

Finally, scroll up, tab the arrow on the right hand-side of Save button:

(1) Select Save & Send Email to save and send Gift Codes via emails to both sender and recipient

(2) Select Save & Continue Edit to finish.

2/ Manage Gift Card History per customer

Path: Customers > All Customers

Manage Gift Card History per customer

(1) Click Edit to view an existing customer’s detailed information

Manage Gift Card History per customer

On the popup screen:

(2) Click on Gift Card History tab to view all transactions in which gift cards were applied

Apply Gift code when create new order

Path: Customers > All Customers

On Create New Order page, after selecting a customer and adding a product to an order, the system will show the Gift Card box, which allowing you to use Gift Card credit balance or Gift Card code(s) of the Customer to pay for this order. Select the method(s) as you want and then remember to click on Apply Gift Card button.

Apply Gift code when create new order

(1) Mark the check box to use gift card to checkout

(2) Enter the Gift card code

(3) Click on the arrow to apply the gift code

Apply Gift code when create new order

Scroll down to view Order Totals label, then click on (4) Submit Order to finish.

Refund Orders

Path: Sales > Operations section > Orders

Refund Orders

(1) On the dashboard screen of admin, click Sales > Orders

Refund Orders

(2) Click View

Refund Orders

(3) On the Order View tab, click on Credit Memos to refund

Refund Orders

(4) Enter the number of money to refund to gift credit

(5) Click on Refund Offline to finish.

History

Path: Marketing > Gift Card section > Gift Code History

History

On Gift Card History page, you will know when Gift Cards were created/ updated/ redeemed/ spent/ refunded and by whom as well as their values and status.

You can filter data with the above criteria to get more accurate reports. Information can be exported to .CSV or .XML files for your convenience.

Reward Point

Add new rate

Add new rate

(1) Click on Reward Points

(2) Click on Spending rates

(3) Click on Add new spending rate

Add new rate

Fill all the data needed in the boxes

Add new rate

Click on Save spending rate after finishing filling in all the boxes

Add new rate

The new earning rate will be shown as the beside image

Edit existing rate

Path: Reward Point > Spending section > Spending Rates

Edit existing rate

Click on Edit on action column of the rate needed to be edited

Edit existing rate

Edit the rate, then click Save spending rate, or Delete it

Manage transaction

Path: Reward points > Transactions

Manage transaction

Click on Add new transaction to add new transaction

Manage transaction

Fill in the required information and click on Save

Manage point balances of customers

Path: Customers > All customers

Manage point balances of customers

Click on Edit of the customer needed to be managed

Manage point balances of customers

Click on reward points to manage the customer’s balance by filling the change balance, change title, points expire on box.

Also, update points subscription and expire transaction subscription can be configured in reward points

Click on Save customer to save the changes

Manage point balances of customers

All transactions of a customer are also listed in reward points

Change point balance

Path: Reward points > Manage points balances

There are two ways to change the point balance of a customer.

The first way is to enter the Change Balance in the Reward Points session as mentioned above.

The second way to change points, which can be done to many customers at the same time, is illustrated below:

Change point balance

A list of customers will be shown with point balance column

Change point balance

Click on Import to import from computer

Change point balance

(1) Click on Choose file to upload file

(2) Click on Import to import it

Change point balance

The list of customers in Reward Point Balances Information page can also be exported by clicking on Export

Create an Order

Path: Sales > Orders

Create an Order

(1) Click on Sales

(2) Choose Orders

(3) Click on Create new order

Create an Order

Select customer from the list

Create an Order

Click on Add products to add products to the order

Create an Order

Click on the product and enter the quantity, then click on add selected product(s) to order

Create an Order

Set the number of point customer will use in the order in the use customer reward points

Create an Order

Fill in the required fields, click on submit order to finish creating new order

Refund Orders

Path: Sales > Operations section > Orders

Refund Orders

(1) Click on View to see the details of an order

Refund Orders

(2) On the top bar, click on Credit Memo label to create a refund order

Refund Orders

On the pop-up screen named New Memo, scroll down, then:

(3) Enter the earned points that will be refunded to customer’s balance

(4) Click on Refund Online to finish

Refund Orders

After the credit memo has been created:

(5) Click on Credit Memo tab on the left hand-side to view credit memos data

Store Credit

Manage Customers Using Credit

Path: Store Credit > Manage Customers Using Credit

Manage Customers Using Credit

Then the Customers Using Credit Manager page will be displayed as below:

Manage Customers Using Credit

This page shows a list of all Customers using credit and their information such as name, email, credit balance, telephone, etc.

To view more details about a Customer, you can click on the Edit link in the Action column.

Then, you will be navigated to the Customer Information page. By selecting Store Credit tab, you can view all Customer’s transaction history and credit balance:

Manage Customers Using Credit

Besides, you can change the Customer’s credit balance by entering an integer (a positive or negative number) and a comment in text fields as below:

Manage Customers Using Credit

The module will automatically send email to Customer to announce about this transaction if you tick on Send email to customer checkbox. The email will be sent to the customer as bellow:

Manage Customers Using Credit

After you save, our module will auto update the Customer’s credit balance, send an email to that Customer and create a transaction as follows:

Manage Customers Using Credit

Manage Credit Products

Path: Store Credit > Manage Credit Products

Manage Credit Products

Then the Credit Product Manager page will be shown:

Manage Credit Products

This page shows you all credit products with a lot of information such as product ID, name, SKU, quantity, status, etc.

To add a new credit product, you can click on the Add Credit Product button on the right top of the page.

You can add a credit product just in a similar way to adding a normal product. You should pay attention to these following tabs:

a) Prices Tab:

Manage Credit Products

In this tab, you can configure the value of the credit product. There are three types of credit products including fixed value, range of values and drop-down value.

b) Setting Section:

Manage Credit Products

(1) Enable Product: activate the Store Credit

Manage Credit Products

(2) Attribute Set: select default or any attributes available to purchase by Store Credit

(3) Product name: enter the name

(4) SKU: enter the SKU of your store credit

(5) Quantity: enter the number of store credit cards you can give (optional)

(6) Stock Status: select the current availability of the Store Credit

Manage Credit Products

(7) Categories: select the categories that you sell this Store Credit. In case, you do not have fitted category. Click on New Category

Manage Credit Products

(8) Visibility: choose where it will be visible to customers

(9) Set product as new from: choose active date of the Store Credit

(10) Visible on Web POS: activate the Store Credit on the Web POS

c) Advanced Inventory

Path: New Product > Quantity > Advanced Inventory

Manage Credit Products

Manage Credit Products

(1) Manage Stock: our module sets up the field as Yes. It means that you need to manage the Qty.. of Credit Products. You can edit it by uncheck box Use Config Settings.

(2) Qty.: it is synchronized with the Qty. on New Product Section

(3) Out-of-stock Threshold: our module sets up the field as 0. It means the product will be notified Out-of-stock when the number of items is 0. You can edit it by uncheck box Use Config Settings

(4) Minimum Qty. Allowed in Shopping Cart: our modules set up the field as 1. It means a customer must have at least 1 product in a single order to purchase Store Credit Product. You can edit it by non- checking box Use Config Settings.

(5) Maximum Qty. Allowed in Shopping Cart: as mentioned in No.4

Manage Credit Products

(6) Qty. Uses Decimals: select No if the Qty. is not a decimal value

(7) Allow Multiple Boxes for Shipping: select NO if the Qty. purchased CAN NOT be shipping in separate boxed

(8) Backorders: Backorder means funds are still authorized or captured immediately when the order is placed, regardless of whether the product is in stock. Product will be shipped as they become available

No backorders: Do not accept backorders when product is out stock

Allow Qty. below 0: Accept backorders when the Qty. falls below zero

Allow Qty. below 0 and notify customer: accept backorders when the Qty. falls below zero, but notifies customers that orders can still be placed

(9) Use Deferred Stock Updated

(10) Notify for Qty. below: determine the stock level at which the system will notify the inventory is below the threshold

(11) Enable Qty. Increments: select if the product can be sold in quantity increments (Qty. increments –the number of products that must be purchased at the same time)

(12) Stock Status: it is synchronized with the Qty. on New Product Section

Besides the Credit Product Manager page, you can also create a new credit product by clicking on Products > Inventory Section > Catalog

Manage Credit Products

Manage Credit Transactions and Report Charts

a) Credit Transactions

Path: Store Credit > Credit Transactions Section > Manage Credit Transactions

Manage Credit Transactions

Then the Credit Transactions page will be shown:

Manage Credit Transactions

This page shows all credit-related transactions with a lot of information such as type, detail, customer name/email, added/deducted credit, credit balance after transaction.

You can search any transaction by using filter boxes in each column.

If you click on a Customer’s email, you will be navigated to the Customer Information page.

b) Credit Report Charts

Path: Store Credit > Credit Transactions Section > Customer Credit Report

Manage Report Charts

Then the Report Charts page will be shown as follows:

Manage Report Charts

This page can be divided into two main sections including Life-time Reports and Period-of-time Report Charts.

Life-time Reports: There are 2 types of reports.

  • Customer Credit Statistics with the total credit, the total spent credit and the number of Customers with credit in your system.

  • Top 5 Customers with The Greatest Credit Balances with their names and current balances in your system.

Period-of-time Report Charts: This chart shows you the total spent credit and received credit of all Customers per day in your chosen time range such as last 24 hours, last 7 days, current month, etc.

Using Credit to checkout in backend:

Path: Sales > Operations Section > Orders > enter numbers on Customer Credit tab

On the Create Order page on backend, our module allows you to use credit when creating orders for Customers.

Using Credit to checkout in backend

You just need to enter a credit amount and click on the Gray Arrow button. Our module will auto-update and calculate the grand total of the order.

Using Credit to checkout in backend

After submitting the order, the Customer’s credit balance will also auto update and you can check the transaction on the Credit Transaction page.

Using Credit to checkout in backend

Refund Orders into Credit Balance

When Customers want to refund an order, our module allows you to transfer the order value to his credit balance. In that way, Customers can use the credit for future purchases and you do not have to lose money for the refund at the same time.

After clicking on the Credit Memo button, our module shows a text field for you to enter the amount you want to refund into credit:

Refund Orders into Credit Balance

After that, when you click on the Refund Offline button, the amount you entered as well as the credit that the Customer used for paying for the order will be refunded to his current credit balance.

For any order that includes only Credit Product, the option Refund Order to Credit is not available.

Once the refund is finished, you can check the transaction on the Manage Transaction page:

Refund Orders into Credit Balance

Settings

Path: Store Credit > Settings

Settings

a) General Configuration Tab:

Path: Magento Extension > Store Credit

General Configuration

(1) Enable Store Credit: to activate Store Credit on your site

(2) Allow sending Credit: allow customers to send credit to their friends

(3) Groups can use edit: allow only general/wholesaler/retailer or all customers able to use credits

b) Spend Credit On Tab

Spend Credit On

(1) Apply Customer Credit: If you choose After tax, it means the Customer Credit Discount will be applied to order value including tax

(2) Shipping fee: If you choose No, credit balance cannot be used to pay for Shipping Fee

c) Email Configuration Tab:

Email Configuration

(1) Email template with credit code sent to recipients: default

(2) Email template with verification code sent to credit sender: default

(3) Email template notifying customers: default

(4) Send-to-customer email template when recipient receives credit: default

d) Adjust time for Customer credit reports on total used and total received credit Tab:

Adjust time for Customer credit reports on total used and total received credit

(1) Select start time for current year: choose Month, then Date

(2) Select date for current month: choose Date

e) Style configuration tab: on this tab, you will be able to change background and color of Title

Style configuration

(1) Background of Title: enter Hexadecimal code

(2) Color of Title: enter Hexadecimal code

Wallet (Coming Soon)

Membership (Coming Soon)

Store Pickup

Setting

Path: Store Pickup > Settings > Magento Extensions Tab > Store Pickup

Setting

The configuration is divided into 3 groups including General, Service API, and Store Search

General

Setting

(1) Choose Yes if you want to enable the module on your site

(2) Choose Yes to show Store Pickup link on the top link in frontend

(3) Select one of these three options:

+ Default: Stores are listed based on Sort Order of each store

+ Distance: Stores are listed based on the distance between customers’ location and stores. If customers don’t enter their location, stores will be listed by Default (Sort Order)

+ Alphabetical order: Stores are listed based on alphabetical order of store name

(4) Enter the title of your page. Store listing page and store detailed are displayed as the Page Title

(5) Enter the number of days to show Store's holidays and special days within this period in frontend.

(6) Enter the maximum number of stores that will be shown in list store when paging at frontend.

(7) Enter the maximum number of images for each store when uploading image

Service API

Service API

(1) To integrate Google API or Facebook API in your site, fill your Google Map API and Facebook API key into the relevant field. You can get this key by clicking on here under Google Map API Key tab or Facebook API Key tab. Or else, you can go to Store Pickup > Guide

(2) Choose Yes to enable Facebook comment for your stores.

Store Search

Service API

(1) Select which criteria customers can search for stores by area

(2) Enter the radius value that you want Google Suggest automatically show your stores to customers within the radius you enter

(3) Select the unit to measure radius

Manage Store

Path: Store Pickup > Manage Store

The Store Manager grid shows all stores created in your system with their address and status. To add new stores, you can add them manually and import from CSV files.

Manage Store

Add store

Add store

There are two ways to add new store: Import Store or Add New Store

Import Stores

Import Stores

Click on Choose file to upload CSV file.

Then to finish, click on Import Stores button on your right hand.

Add new store

Path: Store Pickup > Manage Store > Add New Store

You will be navigated to the Add Store page, which includes 7 tabs: General Information, Google Map Location, Image Gallery, Store’s Schedule, Store’s Tag, Store’s Holiday, Store’s Special Days

General Information

Path: Add New Store > Store Information section > General Information

There are 4 sessions: General Information, Contact Information, Owner Information and Meta Information

General Information

Fill Store Name, Description, Status, Store link and Sort order in General Information session.

Besides important information such as Store name, Description, Status, here are some extra fields you should use to optimize user experience:

+ Store’s Link: enter a link to the store’s official website or social channel such as Facebook fan page.

+ Sort Order: Sort the display order of store on the store listing page. The store with higher sort order will be shown first. This value will be used as the Default option of List Store by in Settings.

General Information

Contact Information: customers can contact to the store whenever they have any questions/problems.

Owner Information: an auto email will be sent to owner whenever customers want to pick up order in store.

General Information

Fill in URL key, Meta Title, Meta Keywords, and Meta Description for better SEO. It can help your customers find your store website easier.

Google Map Location

Path: Add New Store > Store Information section > Google Map Location

Google Map Location

Fill your store’s address in this field or pin from the map, remember to click on the Save Store or Save And Continue Edit button to save your work. After that, store’s location will be updated automatically on Google Map.

There are 4 fields you need to notice in this tab

+ Zoom Level: It is used when previewing the store’s location on Google Map in backend and on the Store Listing page in frontend. The higher number you set, the higher zoom-in level is.

+ Store Latitude and Store Longitude: You do not need to fill them out if you do not remember your store’s coordinates. If you pin a store directly from G-map, these fields will be filled automatically.

+ Marker Icon: You can upload an icon to use as store’s marker on G-map instead of the default pin icon.

Note: When a store is created manually, the system will automatically get the coordinates based on the store address by using Google API. However, in some cases, this way may be not completely accurate. Therefore, the Google Map Location tab allows you to edit store coordinates manually.

You can see it at the left upper. Click on this tab, the Google map will be displayed. You can reset store position by clicking on specific point on the map, then select Save Store.

By clicking Apply to Form before saving, the store coordinates & the store address will be auto-updated regarding the address of the location you pinned on the map. You can also change the marker icon which presents the pinned location on the map.

Image Gallery

Image Gallery

Upload as many store images as you want.

Click on Make Base on the picture to choose the picture as a base image.

The base image will be shown in the store list.

Store’s Schedule

Path: Add New Store > Store Information section > Store’s Schedule

Store’s Schedule

[1] Click on Click here to create new schedule

You will be linked to a new page named New Schedule

Store’s Schedule

(1) Enter Schedule Name

(2) Choose time and status of the store on each day (from Monday to Sunday)

(3) Click on Apply to all if you the time does not change during the week

(4) Save Schedule to save the change.

[2] Select a schedule that you have created for your store. For example:

Store’s Schedule

After selecting Store in January, a timetable will be shown below the tab.

Store’s Tag

Store’s Tag

For easier search, you can tag each store in multiple categories. Choose tags for each in this tab by search for the tag and select suitable ones. Please note that one store can belongs to more than one tag.

Store’s Holiday

Store’s Holiday

Select Holidays to be applied for this store by searching/filtering and select Holiday(s) that you set up before.

Store’s Special days

Store’s Special days

Select Special days to be applied for this store by searching/filtering and select Special day(s) that you set up before.

After all, if you finish everything, you can

Store’s Special days

+ Save Store: save all changes and come back the Manage Store page

+ Save and New: save all changes and create another new store

+ Save and Continue Edit: save what you have changed and keep editing the store

+ Reset: delete all and start all over again

+ Back: come back to the Manage Store page without saving anything

Edit store

To edit a specific store, go to Manage Store > select Action (Edit).

Edit store

Manage Tag

Path: Store Pickup > Manage Tag

Manage Tag

This tab manages all tags that are used to filter stores. Click on the Add New Tag button to create new one.

Manage Tag

General Information: Choose a suitable Tag Name, write a description and upload Icon to make it pop out on store listing page.

General Information

Stores of Tag: Select stores from the list to be shown up when Customers click on the tab you have created. Then Save Tag to save changes and come back the main page.

Manage Schedule

Path: Store Pickup > Manage Schedule

Manage Schedule

You can see schedule that had been created in this tab and quickly edit some, or create a new one by hitting the button Add New Schedule.

Manage Schedule

(1) Enter Schedule Name

(2) Choose time and status of the store on each day (from Monday to Sunday)

(3) Click on Apply to all if you the time does not change during the week

(4) Save Schedule to save the change.

Manage Schedule

And to apply this schedule to various stores, navigate to Stores of Schedule to check all stores that you want to add.

Manage Holiday

Path: Store Pickup > Manage Holiday.

Manage Holiday

You will be navigated to the Manage Holiday page listing all holidays created. Click on Add Holiday button to create a new one.

Manage Holiday

(1) Enter the Holiday name

(2) Use Calendar to set the holiday date range

(3) Enter the holiday comment (optional)

Manage Holiday

Select store(s) that apply this holiday.

Click Save Holiday to save the changes

Manage Special Day

Note: Special days have the highest priority compared with holidays and other days. If a specific date is assigned as both store’s special day and holiday, it will be counted as special working day. The store still opens for pickup on that date but with special opening hours as you configured.

Path: Store Pickup > Manage Special Days.

Manage Special Day

You will be navigated to the Manage Special Day page listing all special days created.

Click on the Add Special Day button to create a new one.

Manage Special Day

(1) Enter the name

(2) Use Calendar to set the date range

(3) Select open time and close time applied to Special Day (optional)

(4) Enter comment (optional)

Manage Special Day

Tick all stores that you want this special day to be applied, then Save Special Day

View Pickup Orders

To view pickup orders in backend:

Path: Sales > Operation section > Orders

View Pickup Orders

Click on View to see more detail about selling information

In the Information tab, you can see the information about shipping address changed to the address of pickup store and attached with a map location as below:

View Pickup Orders

View Pickup Orders

Shipment method

Path: Stores > Settings Section > Configuration > Sales > Setting > Shipping for POS

Shipment method

Shipment method

If you want to apply all shipping methods, choose All Allowed Payments in Applicable Shipping Methods field.

Shipment method

If you want to apply some typical payment methods only, choose Specific Shipping. Then in Specific Shipping Methods field, select payment method as your preference. Hold Ctrl + Click to choose more than one.

Shipment method

Default Payment Method: Choose the payment method that you would want to set as default payment method. This payment method must be in Specific Shipping Methods.

Shipment method

You can enable Mark as shipped by default.

Shipment method

Click Save Config to complete the process.

Payment

Path: Stores > Settings Section > Configuration > Sales > Setting > Shipping for POS

Payment

Payment

If you want to apply all shipping methods, choose All Allowed Payments in Applicable Shipping Methods field.

Payment

If you want to apply some payment methods only, choose Specific Shipping. Then in Specific Shipping Methods field, select payment method as your preference. Hold Ctrl + Click to choose more than one.

Payment

Default Payment Method: Choose the payment method that you would want to set as default payment method. This payment method must be in Specific Shipping Methods.

Magento – Odoo connector (Coming soon)


HOW TO MANAGE USER PERMISSION

HOW TO MANAGE USER PERMISSION

Only admin accessing Web POS can set up Staff permission

How to manage User Roles and Users

Note: Users are the one who get permission to access in the Backend

Decentralize User Roles

Path: System > Permission section > User Roles

Manage user role

Manage user role

(1) Click Add New Role to create new user role.

(2) Fill out the blank with a value to search, after click Search.

(3) Search user role information with keyword.

View or edit a role’s detail by clicking on each line.

Create a new user role

Create a new user role

Click Add New Role

Create a new user role

In tab Role Info

Fill in all required fields Create a new user role

In tab Role Resources

(1) Resource Access: You can choose Custom or All. Choose All if you want users having this role will have access to all resources, click on Save or Save And Continue Edit button to save your work.

(2) If you choose Custom, you can tick to assign specific permissions for that role.

Click Save to complete the process.

Decentralize Users

Manage user

Manage user

(1) Click Add New User to create new user.

(2) Fill out the blank with a value to search, after click Search.

(3) Search user information with keyword.

View or edit a user’s detail by clicking on each line.

Create a new user

Create a new user

To create new user, click Add New User

Create a new user

In tab User Info, fill in the blank:

(1) User Name (required)

(2) First Name (required)

(3) Last Name (required)

(4) Email (required)

(5) Password (required)

(6) Password Confirmation (required)

(7) Interface Locale: you can select different location.

(8) This account is: Active or Inactive.

(9) Your Password: fill out your password. (required).

Create a new user

In tab User Role, select a role for user.

Create a new user

In tab Warehouse, click Assign Warehouses to assign warehouses to this user.

Create a new user

Click Save User to complete the process.

How to manage staff

Decentralize access permission of Web POS users

Path: Sales > Web POS section > Manage Roles

Manage role

Manage role

(1) Add Role: Click to add a new role.

(2) Filters: You can find role information by click it and fill out values.

(3) Action: If you want to delete a role record, you need choose a role, then click Action and select Delete.

(4) Edit: You can view role’s details (edit) by click Edit or click each line.

Add a new role

Add a new role

Click Add Role to add a new role.

Add a new role

In General tab, fill out the blank.

(1) Role Name: Enter a name for the role. (required)

(2) Maximum discount percent (%): Limit the highest discount percent that each user role can offer customers.

(3) Description: Enter text that describes the role.

Add a new role

In Permission tab.

(1) Resource Access: You can choose Custom or All. Choose All if you want users having this role will have access to all resources, click on Save or Save And Continue Edit button to save your work.

(2) If you choose Custom, you can tick to assign specific permissions for that role.

Decentralize staff

Manage Staff

Path: Sales > Web POS section > Manage Staff

Manage Staff

(1) Click Add Staff to create a new staff.

(2) Click Filters to search staff information.

(3) If you want to Delete or Change status a staff, first select a staff, then click Actions: choose Delete or Change status.

Click Detail to view a staff’s details or edit.

Create a new staff

Path: Sales > Web POS section > Manage Staff

Create a new staff

Click Add Staff.

Create a new staff

Fill out all the required fields or select:

(1) User Name.

(2) Password.

(3) Password Confirmation.

(4) Display Name.

(5) Email Address.

(6) PIN Code (App only).

Create a new staff

(7) Customer Group.

(8) Location: Hold Ctrl + Click to choose more than one

Create a new staff

(9) Role.

(10) Status: You can Enabled or Disabled this staff.

(11) POS: Assign POS for user. To choose more than one, hold Ctrl + Click.

Finally, click Save to complete the process.

Brief: IT Admin can create a new role and decentralize for all admins and staffs. Other admins (which can be called as business managers) can only create and decentralize staffs on Sales Section (a Default Feature from Web POS).

Create a new staff

Moreover, if IT admin activates the Permissions button on Role Resources these admins (managers) can create roles and users within their permission.

Notice that: Roles on Sales Section and Roles on System Section ARE NOT synchronized.

For more basic details how to set up role – user and role-staff, you can read the section below:

Basic role for each admin in the System

Note: For reference only! With each business feature has different roles for users.

Store Manager

Store Manager

Moreover, Store Manager can access to Sales Tab and decentralize roles for Sale Staff

Inventory Manager

Inventory Manager

Moreover, Inventory Manager can access to Sales Tab and decentralize Inventory Staff

Purchase Manager

Purchase Manager

Moreover, Purchase Manager can access to Sales Tab and decentralize Purchase Staff

eCommerce Manager

eCommerce Manager

Accountant

Accountant


HOW TO MANAGE MASTER DATA

Product

Attribute

Path: Stores > Attributes section > Product

Manage attribute

Manage attribute

(1) Click Add New Attribute to create new user.

(2) Fill out the blank with a value to search, after click Search.

(3) Search attribute information with keyword.

You can view or edit attribute’s details by clicking on each line.

Create a new attribute

Attributes can be created while working on a product, or from the Product Attributes pages. The following example show how to create attributes from the Stores menu. Any attribute that is used as a drop-down list of values for a configurable product must have the following properties:

Property Value
Catalog Input Type for Store Owner Dropdown
Scope Global

Create a new attribute

Click Add New Attribute

Create a new attribute

Basic Properties

(1) Enter a Default Label to identify the attribute

(2) Set Catalog Input Type for Store Owner to the type in input control to be used for data entry

3) Select Yes to require the customer choose an attribute value option

For Dropdown and Multiple Select input types, do the following:

  • Under Manage Options, click Add Option.
  • Enter the first value that you want to appear in the list.
    • Enter one value for the Admin, and a translation of the value for each store view.
    • Enter only the Admin value, if you have only one store view, you can enter only the Admin value.
  • Click Add Option and repeat the previous step for each option that you want to include in the list.
  • Select Is Default to use the option as the default value.

Create a new attribute

Advanced Properties (if needed).

(1) Enter a unique Attribute Code in lowercase characters, and without space.

(2) Set Scope to indicate where in your store system the attribute can be used.

(3) If you want to prevent duplicate values from being entered, set Unique Value to Yes

(4) To run a validity test of any data entered in the text field, set Input Validation for Store Owner to the type of data that the field should contain. This field is not available for input types with values that are selected. The test can validate any of the following:

  • Decimal Number.
  • Integer Number.
  • Email.
  • URL.
  • Letters.
  • Letters (a-z, A-Z) or Numbers (0-9).

(5) Add to Column Options: Include the attribute as a column in the Products grid.

(6) Use in Filter Option: Adds a filter a control to the column header in the Products grid.

Advanced Properties

Input Validation.

Input Validation

In tab Manage Labels: Enter a Title to be used as a label for the field. If your store is available in different languages, you can enter a translated title for each view.

Input Validation

In tab Storefront Properties

(1) If the attribute is to be available for search, set Use in Search to Yes

(2) To include the attribute in Product Compare, set Comparable on Storefront to Yes

For dropdown, multiple select and price fields, do the following:

(3) To use the attribute as a filter in layered navigation, set Use in Layered Navigation to Yes

(4) To use the attribute in layered navigation on search results pages, set Use in Search Results Layered Navigation to Yes

(5) In the Position field, enter a number to indicate the relative position of the attribute in the layered navigation block.

(6) Set Use for Promo Rule Conditions to Yes to use the attribute in price rule.

(7) To allow the text to be formatted with HTML, set Allow HTML Tags on Frontend to Yes. This setting makes the WYSIWYG editor available for the field.

(8) To include the attribute in catalog page listings, set Visible on Catalog Pages on Storefront to Yes

(9) Complete the following settings if supported by your theme:

  • To include the attribute on the product detail page, set Visible on Catalog Pages on Storefront to Yes
  • To include the attribute in product listings, set Used in Product Listing to Yes

To use attribute as a sort parameter for product listings, set Used for Sorting in Product Listing to Yes

Input Validation

When complete, click Save Attribute.

Attribute set

Path: Stores > Attributes section > Attribute set

Manage attribute set

Manage attribute set

(1) Click Add Attribute Set to create new attribute set.

(2) Fill out the blank with a value to search, after click Search.

(3) Search attribute set information with keyword.

You can view or edit details of attribute set by clicking on each line.

Create a new attribute set

Create a new attribute set

Click Add Attribute Set to create new attribute set.

Create a new attribute set

(1) In the Name field, enter a name for the attribute set (required)

(2) In the Based On field, select an existing attribute set to be used as a template:

  • Bag
  • Bottom
  • Default
  • Downloadable
  • Gear
  • Sprite Static Ball
  • Sprite Yoga Strap
  • Top

(3) Click Save button and continue

Create a new attribute set

To add a new attribute to the set, drag the attribute from the Unassigned Attribute list to the appropriate folder in the General group.

Click Save to complete the process.

Categories

Path: Products > Categories

Manage categories

When selecting a category on the left, all the information will be displayed on the left.

Manage categories

Create a new category

Create a new category

Create a Category

Create a new category

Path: Products > Inventory section > Categories

Set Store View to determine where the new category is to be available. In the category tree, tap the parent category of the new category. The parent is one level above the new category.

If you’re starting from the beginning without any data, there might be only two categories in the list: Default Category, which is the root, and an Example Category.

Click Add Sub-category to add a new category.

Create a new category

Complete the Basic information

(1) If you want the category to be immediately available in the store, set Enable Category to the Yes position.

(2) To include the category in the top navigation, set Include in Menu to the Yes position.

(3) Enter the Category Name.

(4) Click Save.

Create a new category

Complete the Category Content

(1) To display a Category Image at the top of the page, tap Upload. Then, choose the image that you want to represent the category.

(2) In the Description box, enter the text that you want to appear on the category landing page. Then, format the text as needed.

(3) To include a content block on the category landing page, choose the CMS Block that you want to appear.

(4) Click Save.

Create a new category

Complete the Display Settings

Expand the Display Settings section.

(1) Set Display Mode to one of the following:

  • Products Only.
  • Static Block Only.
  • Static Block and Products.

(2) If you want the category page to include the Filter by Attribute section of layered navigation, set Anchor to the Yes position.

(3) To change the Available Product Listing Sort By options, do the following: - Clear the Use All checkbox. - Select one or more of the available values to be available for customers to sort the list. By default, all available values are included. For example, the values might include: - Position. - Product Name. - Price 5

(4) To set the default sort order for the category, choose the Default Product Listing Sort By value.

(5) To change the default layered navigation price step setting, do the following: - Clear the Use Config Settings checkbox. - Enter the value to be used as an incremental price step for layered navigation.

6) Click Save.

Create a new category

Complete the Search Engine Optimization Settings

Expand the Search Engine Optimization Settings section.

(1) Enter a URL Key for the category, or let the system automatically create one that is based on the category name.

Complete the following meta data for the category:

(2) Meta Title. (3) Meta Keywords. (4) Meta Description.

Click Save.

Create a new category

Choose the Products in Category Expand the Products in Category section. Then, use one of the following methods to add products to the category.

To find the products:

(1) Fill out the blank with a value.

(2) Click Search to find the products.

To include a product in the category.

(3) Mark the checkbox of each product, in the first column.

(4) Click Save.

Product types

Path: Products > Catalog

Product Types
Product Types Description
Simple Product A simple product is a physical item with a single SKU. Simple products have a variety of pricing and of input controls which makes it possible to sell variations of the product. Simple products can be used in association with grouped, bundle, and configurable products.
Configurable Product A configurable product appears to be a single product with lists of options for each variation. However, each option represents a separate, simple product with a distinct SKU, which makes it possible to track inventory for each variation.
Grouped Product A grouped product presents multiple, standalone products as a group. You can offer variations of a single product, or group them for a promotion. The products can be purchased separately, or as a group.
Virtual Product Virtual products are not tangible products, and are typically used for products such as services, memberships, warranties, and subscriptions. Virtual products can be used in association with grouped and bundle products.
Bundle Product A bundle product let customers “build their own” from an as sort of options. The bundle could be a gift basket, computer, or any things else that can be customized. Each item in the bundle is a separate, standalone product.
Downloadable Product A digitally downloadable product that consists of one or more files that are downloaded. The files can reside on your server or be provided as URLs to any other server.
Manage products

Path: Products > Catalog

Manage products

Workspace Controls

(1) Add Product: Initiates the process to create a new simple product.

To choose a specific product type, click the down arrow.

There are two options: Simple Product and Configurable Product (Grouped Product, Virtual Product,Bundle Product,Downloadable Product)

(2) Action: Lists all actions that can be applied to selected products in the list. To apply an action to a product or group of products, mark the check box in the first column of each product. Options: Delete, Change, Status, Update Attributes

(3) Filters:Initiates a catalog search based on the current filters.

(4) Edit: Opens the product in edit mode or view product’s detail. You can accomplish the same thing by clicking any where on the row.

Create a new product

a/ Simple product

Add Simple Product

In the upper-right corner on the Add Product menu, choose Simple Product.

Choose attribute set

Choose the attribute set that is used as a template for the product.

Fill in required setting

Complete the required setting

(1) Enter Product Name (required)

(2) The default SKU that is based on the product name, or enter another.

(3) Price - enter the product price.

Then, Click Save to continue.

Complete New Product basic settings

Complete the basic settings

(1) Set Tax Class to one of the following: Taxable Goods/None

(2) Enter the Quantity of the product that is currently in stock.

(3) By default, Stock Status is set to In Stock

(4) Enter the Weight of the product.

(5) Assign Categories to the product. Tap the Select to select available category or you can create new category by click on New Category

(6) Accept the default Visibility setting, Catalog, Search

(7) Mark the Set Product as New checkbox to add the product in the list of new products.

(8) Choose the Country of Manufacture.

(9) Enable On Web POS

Then, click Save to continue

List of product information

Complete the product information

Scroll down and complete the information in the following sections as needed:

  • Content

  • Configurations

  • Images and Videos

  • Search Engine Optimization

  • Related Products, Up-Sells, and Cross-Sells

  • Customizable Options

  • Products in Websites

  • Design

  • Schedule Design Update

  • Downloadable Information

  • Barcode

  • Suppliers

b/Configurable product

Create a new configurable product

Add Configurable Product

In the upper-right corner on the Add Product menu, choose Configurable Product

Choose the attribute set

Choose the attribute set that is used as a template for the product.

Complete Product Name, SKU and Price

Complete the required setting

(1) Enter Product Name. (required)

(2) The default SKU that is based on the product name, or enter another.

(3) Enter the product Price.

(4) Click Save to continue.

Complete basic setting

Complete the basic settings

(1) Set Tax Class to one of the following:

  • None.

  • Taxable Goods.

(2) Enter the Quantity of the product that is currently in stock.

(3) By default, Stock Status is set to In Stock.

(4) Enter the Weight of the product.

(5) Assign Categories to the product. Tap the Select to select available category or you can create new category by click New Category

(6) Accept the default Visibility setting, Catalog, Search

(7) To feature Mark the Set Product as New checkbox to add the product in the list of new products.

(8) Choose the Country of Manufacture.

(9) Enable on Web POS

Then, click Save to continue.

List of Product Information

Complete the product information.

Adding configurations

Configuration Explanation

After creating a product, scroll down the Configuration section > Click Create Configurations

Product Configuration Creation

Choose the attributes

(1) Mark the checkbox of each attribute that you want to include as a configuration.

(2) Add a new attribute.

(3) Click Next to continue.

Product Configuration Creation Step 2

For each attribute, mark the checkbox of the values that apply to the product.

Click Next to continue

Product Configuration Creation Step 3

Configure the Images, Price, and Quantity.

Click Next to continue.

You will see list product.

Product Configuration Creation Step 4

Click Next to finish the process.

c/Grouped product

In the upper-right corner on the Add Product menu, choose Grouped Product.

Grouped Product Listing

Choose the attribute set that is used as a template for the product.

Fill required information

Complete the required setting

(1) Enter Product Name (required)

(2) The default SKU that is based on the product name, or enter another.

(3) Enter the Quantity of the product that is currently in stock

Then, Click Save to continue.

Basic Settings for Grouped Product

Complete the basic settings

(1) By default, Stock Status is set to In Stock

(2) Assign Categories to the product. Tap the Select to select available category or you can create new category by click New Category

(3) Accept the default Visibility setting, Catalog, Search.

(4) To feature Mark the Set Product as New checkbox to add the product in the list of new products.

(5) Choose the Country of Manufacture.

(6) Enable on Web POS

Then, click Save to continue.

Add products to Group

Add Products to group Explanation

Add Selected Products

(1) Select product that you want to include in the group.

(2) Click Add Selected Products to add them to group.

Grouped Products Action Button

(1) Enter a quantity.

(2) Remove a product from group.

Click Save to finish the process.

List of Product Information

Complete the product information

d/Virtual product

Aside from the absence of the Weight field, the process is as mentioned above.

e/Bundle product

Add Bundle Product

In the upper-right corner on the Add Product menu, choose Bundle Product

Fill required fields in attribute setting

Choose the attribute set that is used as a template for the product

Fill required setting

Complete the required setting

(1) Enter Product Name. (required)

(2) The default SKU that is based on the product name, or enter another.

(3) Enter the product Price.

Then, Click Save to continue.

Fill basic setting for Bundle Product

Complete the basic settings

(1) Enable Dynamic Price

(2) Set Tax Class to one of the following:

None

Taxable Goods

(3) Enter the Quantity of the product that is currently in stock.

(4) By default, Stock Status is set to In Stock

(5) Enter the Dynamic Weight of product.

(6) Assign Categories to the product. Tap the Select to select available category or you can create new category by clicking on New Category

(7) Accept the default Visibility setting, Catalog, Search

(8) To feature Mark the Set Product as New checkbox to add the product in the list of new products.

(9) Choose the Country of Manufacture.

(10) Enable on Web POS

Finally, click Save to continue.

Ship Bundle Items

Add Bundle items

Scroll down to the Bundle Items section. Then, set Ship Bundle Items one of the following:

  1. Separately

  2. Together

Click Add Option

Bundle Item Information

(1) Option Title to be used field label.

(2) Set Input Type to one of the following:

• Drop-down.

• Radio buttons.

• Checkbox.

• Multiple Select.

(3) Mark to make the field a required entry.

(4) Tap Add Products to Option, then mark the checkbox of each product that you want to include in this option.

Add Selected Products

Mark the checkbox of each product.

Click Add Selected Products, you will see.

Enter the default quantity

(1) Mark the checkbox of a product that you want it is default.

(2) Enter Default Quantity.

Finally, click Save.

List of Bundle Product

Complete products information

f/Downloadable product

Add Downloaded Products

In the upper-right corner on the Add Product menu, choose Downloadable Product.

Choose Attribute Set

Choose Downloadable as the attribute set

Fill in required setting

Complete the required setting

(1) Enter Product Name (required)

(2) The default SKU that is based on the product name, or enter another

(3) Enter the product Price

Then, Click Save to continue.

Complete basic settings

Complete the basic settings

(1) Set Tax Class to one of the following:

• None.

• Taxable Goods

(2) Enter the Quantity of the product that is currently in stock.

(3) By default, Stock Status is set to Out of Stock.

(4) The Weight is not used, because downloadable products are not shipped.

(5) Assign Categories to the product. Tap the Select to select available category or you can create new category by clicking on New Category

(6) Accept the default Visibility setting, Catalog, Search.

(7) To feature Mark the Set Product as New checkbox to add the product in the list of new products.

(8) Enable on Web POS

Then, click Save to continue.

Downloadable Information

Complete downloadable product.

(1) Mark the checkbox Is this downloadable product

(2) Enter the Title - to use as a heading for the download links.

(3) Click Add Link, then:

Enter Title and Price. For both File and Sample files, choose:

Upload File: To upload the the distribution file to the server. Browse to the file, and select it for upload.

URL: To access the distribution file from a URL. Enter the full URL to the download file.

Sample Setting

Complete the Sample

(1) Enter the Title - to use as a heading for the samples.

(2) Enter the Title of the individual sample.

(3) Choose distribution methods.

(4) Click Add Link to add another sample.

When complete, click Save.

List of product information

Complete the product information

Product settings

a) Content

Product settings

(1) Click on Products

(2) Click on Catalog

(3) Click on Edit

Product settings

Scroll down to Content, and click on , then write the description for the product, and the click Save on top right of the screen

b) Images and Videos

Product settings

  • Click on products
  • Click on catalog
  • Click on edit of product

Product settings

Scroll down to Images And Videos, and click on , then click on Browse to find or drag image here to upload new image

Product settings

Click on Add Video to add new video

Product settings

Fill in the box and the click on Choose File to upload new video   c) Search Engine Optimization

Search Engine Optimization

  • Click on Products
  • Click on Catalog
  • Click on Edit of product

Search Engine Optimization

Scroll down to search Engine Optimization, and click on , then fill in the box

d) Related Products, Up-sells and Cross-sells

! Related Products, Up-sells and Cross-sells

o Click on respectively 1. Add Related Products 2. Add Up-sell Products 3. Add Cross-sell Products

Related Products, Up-sells and Cross-sells

(2)Mark the checkbox to select products

(3)Click on Add Selected Product

Related Products, Up-sells and Cross-sells

Click on Save to finish

e) Customizable Options

Customizable Options

This function allows users to set and manage extra price for each product's variant separately.

Users can simply set the extra price to be applied on a product's variant, regardless of its attribute and attribute value.

(1) Click on Add Option

(2) Enter the option tittle

(3) Select an option type

(4) Mark the checkbox to require

(5) Click on Add Value

(6) Enter a title for the value

(7) Enter an extra price

(8) Select a price type

(9) Enter an SKU for each product’s variant

To remove a value, click on the right hand-side of the column

f) Gift Option

Gift Option

  • Click on Products
  • Click on Catalog
  • Click on Edit of a product

Gift Option

Scroll down to Gift Option, and click on , then set the allow gift massage to Yes

g) Downloadable Information

Downloadable Information

(1) Mark the checkbox

(2) Enter a title for the download link

(3) Mark the checkbox (if applicable)

(4) Click “Add Link”, then do the following:

(5) Enter a title for the download

(6) Enter a number as a price for the download

(7) Select an upload method for a file (Upload File/ Use URL)

(8) Select an upload method for a file (Upload File/ Use URL)

(9) Select a label in the dropdown list:

  • No: to requires customers to log in to their accounts to access the download link.
  • Yes: Sends the link by email, which customers can share with others.

Uses Config: Uses the method that is specified in the Dowloadable Product Options configuration.

(10) Enter the number of Max. downloads to limit downloads per customer.

Otherwise, to allow unlimited downloads, mark the Unlimited checkbox

h) Barcode

Barcode

  • Enter barcode
  • Select a barcode template and see the preview as below
  • Enter the quantity to print out
  • Click on Save to finish

i) Suppliers

Suppliers

Suppliers

(1) Click on Add Supplier

(2) Mark the checkbox to select suppliers

(3) Click on Add Selected Supplier

Suppliers

(4) Enter the Supplier SKU, Cost, Tax

(5) Click Save to finish

Customers

How to manage customers

Path: Customer > All customers

Manage customers

Manage customers

(1) Click Add New Customer to create new customer.

(2) Click Filters or fill out key word to search customer information.

(3) Action: First, select a customer, then you can: • Delete • Subscribe to Newsletter. • Unsubscribe from Newsletter. • Assign a Customer Group. • Edit

(4) Click Edit to view customer’s details and edit.

Create a new customer

Create a new customer

Click Add New Customer.

Create a new customer

Fill out all the required fields with information of a customer.

• Associate to Website.

• Group.

• First Name.

• Last Name.

• Email.

Create a new customer

Click Save Customer to complete the process.

Partner (Vendor/Delivery)

How to manage supplier

How to create a new supplier

Path: Purchase Management > Supplier section > Manage Suppliers

How to create a new supplier

On the screen listing suppliers:

(1) Click on Add New Suppliers to create a new supplier’s contact

How to create a new supplier

(2) Fill in all the required fields, including:

Supplier Code (self-customized)

Supplier Name

Contact Person (who represents the supplying firm)

Supplier’s Email

(3) Choose Enable to activate the suppliers.

How to create a new supplier

Scroll down to fulfil the following stages:

(4) Fill in detailed information of supplier in Supplier Address tab.

(5) If you enable Drop-ship function in Settings, the Password Management section will be automatically synchronised and shown in the New Password blank. You can set password and email it to the supplier. The supplier can use his email address and this password to log in on the Supplier page in frontend to update drop shipments’ status.

(6) Click on Save to finish.

Add products to suppliers

Add products to suppliers

On the extended screen named Products:

(1) Click on Add Product to select and assign specific products to suppliers.

(2) Besides that, you can either Click on Import Product to sync your products data with Magento systems.

(3) Enter Supplier SKU for each product line.

(4) Enter Cost – purchase cost from the suppliers.

(5) Enter Tax (if any)

(6) Click on Delete to remove unexpected products

(7) Click on Save to finish

Edit an existing supplier

Path: Purchase Management > Supplier section > Manage Suppliers

Edit an existing supplier

Click on View to access the supplier’s detailed information. Then start editing.

Manage Pricelist

Path: Purchase Management > Supplier section > Manage Pricelist

Pricelist Management provides users lots of benefits mentioned as below:

• Easily keep track of all users’ prices

• Create group pricelists

• Create pricelists for each supplier

• Special prices are applied when creating purchase orders

• Create pricelists in multiple currencies

Manage Pricelist

(1) Click on Add Pricelist to make a document listing multiple prices.

Note:* You also can prepare a Pricelist on your device then import it to system by tabbing Import Pricelist.***

Manage Pricelist

(2) Select a supplier (require)

(3) Click on Select Product then on the pop-up screen, choose which products you want to manage pricelist

(4) Enter the Minimal Quantity

(5) Enter the cost for each product line

(6) Set a specific opening and closing date (term of validity)

(7) Click on Add Selected Product(s) to finishing

Note: Before completing, you can click on “Remove” to scratch out unexpected products.

Edit a pricelist

Path: Purchase Management > Supplier section > Manage Pricelist

Edit a pricelist

(1) Make double clicks on the label Product SKU

(2) Edit the data you want to re-new

(3) Click on Save to finalize

How to manage delivery partner

Path: Stores > Setting section > Configuration > Sales > Shipping Method

How to manage delivery partner

Click on the button and start to configure the data needed (flat rate, delivery partners, …)

How to manage delivery partner

Edit each line in flat rate, then click on the box next to that line after finishing (E.g: choose Yes in the first line to enable flat rate, change the price in the fifth line)

How to manage delivery partner

Edit each line in web POS shipping, (E.g: choose Yes in the first line to enable web POS shipping, change the price in the bottom line)

How to manage delivery partner

Edit each line in free shipping, then click on the box next to that line after finishing (E.g: choose Yes in the first line to enable flat rate, Choose the country to apply free shipping in the 6th and 7th line)

How to manage delivery partner

Edit each line in the table rate, then click on the box next to that line after finishing. Eg: choose Yes in the first line to active the function

How to manage delivery partner

Edit each line of the session of each Delivery partner ( UPS, UPSS, FedEx, DHL)

How to manage delivery partner

Click on Save Config to save all the changes and configurations

Warehouse

How to create a new warehouse

Path: Inventory Management > Stock Listing section > Warehouses

How to create a new warehouse

The admin user with full access permissions in Role Resources (System → Permissions →Roles) creates new warehouses.

Click on Add a new warehouse at the top-right corner

How to create a new warehouse

How to create a new warehouse

General Information

Fill in all the required fields with information of a warehouse.

• Fill in the Warehouse Name

• Fill in the Warehouse Code to distinguish your current warehouse from other Warehouses created before.

• Choose:

(1) Create a new location to link POS Location to a warehouse.

(2) And vice versa Don’t associate to Location

Click on the Arrow Button, then choose Save and Continue

General Informatio

On the pop-up screen:

• Click on Delete Warehouse to delete the warehouse (only applied for inactive warehouse)

• Click on Back to go back to previous page

Warehouse Master Data

Path: Inventory Management > Stock Listing section > Warehouses

Warehouse Master Data

Admin Users want to check the master data.

Follow the path then on the pop-up screen, click on View to see the warehouse’s detailed information.

Warehouse Master Data

On the right side of each master data tab, click on the Arrow button to access the data:

(1) General information about the Warehouse

(2) Illustrating the amount of goods that the warehouse has available at that time.

(3) Showing the opening and closing data between dates, such as: purchases made, sales order totals, external transfer and internal transfer (send stock) and returned items.

(4) Managing the warehouse permission

(5) Reports are illustrated as table and lines diagrams.

Warehouse Permission

Path: Inventory Management > Stock Listing section > Warehouses

Warehouse Permission

After created a warehouse, Admin Users give different warehouse access permissions to different (admin) users.

Click on View to see the warehouse’s detail information

Warehouse Permission

(9) On the right side of the Warehouse Permission tab, click on (0) Assign Staff to give different warehouse access permissions.

Then will be a new pop-up screen shown as below:

Warehouse Permission

Select Staff users to assign permission

(1)Select Staff by marking the checkbox

(2)Click on Filters to search Staff information (if any)

(3)Click on Add Selected Staff

Warehouse Permission

(4)Then click on Save Staff Permissions

Location

Add a new location

Path: Sales > Web POS section > Manage Locations

Add a new location

(1)Click on Add Location to create new locations

(2)Additional Guidance: Click on Edit to amend existing locations’ information.

Add a new location

On the pop-up screen:

  • Fill in the Location Name (required)
  • Fill in the location Address field
  • Fill in the location Description field
  • Choose the corresponsive Warehouse
  • Additional Guidance: In the 4th stage, you can either choose an existing warehouse or create a new warehouse.

Click on Save

Mapping Locations – Warehouses

Path: Sales > Web POS section > Manage Locations

In this phase, you can change the link between your current locations and current warehouses by mapping your locations to other warehouses.

Mapping Locations – Warehouses

On the pop-up screen, click on Mapping Locations – Warehouses

Mapping Locations – Warehouses

(1)Click on Choose Location

Mapping Locations – Warehouses

On the pop-up screen:

(2)Use Filters to search location data.

(3)Select the location by mark the checkbox.

(4)Click on Add Selected Locations

Mapping Locations – Warehouses

(5)Select an appropriate Warehouse

(6)Click on Remove to delete the location

(7)Finally, Save all the changed information

Store (POS)

Create a new Web POS

Create a new Web POS

Click Add POS

Create a new Web POS

Fill out or select all the required fields.

(1)POS Name: POS’s name. (required)

(2)Location: POS’s location. (required). Here, admin can choose the location created and mapped to Warehouse. So that, the admin can control both warehouse and location easily.

(3)Store View: (required)

(4)Current Staff: Staff is working on the POS.

(5)Status: you Enable or Disable this POS

(6)When checked: another staff can use the POS when it is available.

Create a new Web POS

Click Save to complete the process.

Note: Even when you set the warehouse to a certain location, with online store, admin can see clearly any warehouse information in any locations. HOWEVER, with offline store, only Sale Manager can view the warehouse information only in the mapped location.

IT Admin can give other admin permission to view the Inventory information in any location by going to System > User Roles > Add new role or Edit role > Role Resource, then choosing Order Success > Inventory Management > View Warehouse Information (this is the most basic step. With each business, the process will be expanded)

Manage Web POS

Path: Sale > Web POS section > Manage POS

Manage Web POS

(1) Click Add POS to create new POS.

(2) Click Filters to search POS information.

(3) If you want to delete a POS, first select a POS, then click Actions: choose Delete.

(4) Click Detail to view a POS’s details or edit.


Confidential Information Notice

Copyright 2017. All Rights Reserved. Any unauthorized reproduction of this document is prohibited.

This document and the information it contains constitute a trade secret of Magestore and may not be reproduced or disclosed to non-authorized users without the prior written permission from Magestore. Permitted reproductions, in whole or in part, shall bear this notice.