Quick reference guides

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

  1. Visit your Magento 2 admin URL (e.g., yourstore.com/admin).
  2. Enter your Username and Password.
  3. 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

  1. Navigate to Catalog > Products in the admin panel.
  2. Click on the “Add Product” button.
  3. Fill in the required fields (e.g., Name, SKU, Price).
  4. Upload product images and descriptions.
  5. Click “Save” to add the product to your catalog.

Managing Categories

  1. Go to Catalog > Categories.
  2. Select the category to edit or click “Add Root Category” for a new one.
  3. Add or edit category information (e.g., Name, Description).
  4. Use the “Products in Category” tab to assign products.
  5. Click “Save” when finished.

Order Processing

Viewing Orders

  1. Navigate to Sales > Orders.
  2. Click on an order to view its details.

Creating an Invoice

  1. Within the order view, click on the “Invoice” button.
  2. Review the invoice details and click “Submit Invoice”.

Shipping an Order

  1. Within the order view, click on the “Ship” button.
  2. Enter the shipping information and click “Submit Shipment”.

Customer Management

Adding a New Customer

  1. Go to Customers > All Customers.
  2. Click “Add New Customer”.
  3. Fill in customer details and save.

Editing Customer Information

  1. Navigate to Customers > All Customers.
  2. Click on a customer to edit.
  3. Modify the customer’s information and click “Save Customer”.

Content Management

Adding a New Page

  1. Go to Content > Pages.
  2. Click “Add New Page”.
  3. Enter the page information (e.g., Title, Content).
  4. Click “Save Page”.

Editing Blocks

  1. Navigate to Content > Blocks.
  2. Click on a block to edit or “Add New Block” to create a new one.
  3. 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.