This quick reference guide is designed to help end users navigate and utilize Magento 2 efficiently for managing an e-commerce store. Whether you’re new to Magento 2 or need a quick refresher on its features, this guide will provide you with concise instructions on key tasks.
Getting Started
Logging In
- Visit your Magento 2 admin URL (e.g.,
yourstore.com/admin
). - Enter your Username and Password.
- Click on the “Sign In” button.
Dashboard Overview
- Sales Data: View recent orders, revenue statistics, and search terms.
- Products: Quick access to manage your products.
- Customers: See recent customers and edit customer information.
Catalog Management
Adding a New Product
- Navigate to Catalog > Products in the admin panel.
- Click on the “Add Product” button.
- Fill in the required fields (e.g., Name, SKU, Price).
- Upload product images and descriptions.
- Click “Save” to add the product to your catalog.
Managing Categories
- Go to Catalog > Categories.
- Select the category to edit or click “Add Root Category” for a new one.
- Add or edit category information (e.g., Name, Description).
- Use the “Products in Category” tab to assign products.
- Click “Save” when finished.
Order Processing
Viewing Orders
- Navigate to Sales > Orders.
- Click on an order to view its details.
Creating an Invoice
- Within the order view, click on the “Invoice” button.
- Review the invoice details and click “Submit Invoice”.
Shipping an Order
- Within the order view, click on the “Ship” button.
- Enter the shipping information and click “Submit Shipment”.
Customer Management
Adding a New Customer
- Go to Customers > All Customers.
- Click “Add New Customer”.
- Fill in customer details and save.
Editing Customer Information
- Navigate to Customers > All Customers.
- Click on a customer to edit.
- Modify the customer’s information and click “Save Customer”.
Content Management
Adding a New Page
- Go to Content > Pages.
- Click “Add New Page”.
- Enter the page information (e.g., Title, Content).
- Click “Save Page”.
Editing Blocks
- Navigate to Content > Blocks.
- Click on a block to edit or “Add New Block” to create a new one.
- Modify the block’s content and click “Save Block”.
Tips and Tricks
- Useful Shortcuts: Learn keyboard shortcuts to navigate faster within the admin.
- Customizing the Dashboard: Customize your dashboard widgets for a quick overview of your business performance.
- Security Measures: Regularly update your password and use two-factor authentication for added security.
Conclusion
This quick reference guide covers essential tasks to help you manage your Magento 2 store efficiently. For more detailed information, refer to the official Magento 2 documentation and support resources.