Magelia WebStore

  • Summary

Magelia WebStore QuickStart Guide

Catalogs, Categories, and Products

We will now proceed to how to setup products.

Magelia allows you to configure many types of products: standard products, bundles, products with variants. In this Quickstart Walkthrough, we do not show how to create complex products like bundles or products with variants. Refer to the online help for product types and product attributes, or to the demonstration videos on the Magelia WebStore YouTube channel.

To setup products, we are going to proceed using six steps:

  1. Create a catalog that will group products
  2. Create a category within the catalog we created
  3. Create an attribute that will be linked to our products so that they possess an image
  4. Create an attribute that will enrich our products
  5. Create a simple product type and attach to this product type the attribute that we just created
  6. Create a product and give it a price, an inventory count and attach it to a catalog and category.
  7. Generate the catalog that will be visible on the site using the data update mechanism.

Once we have accomplished these steps, we will have practically finished setting-up the store, and if you have the demo front-office, you will see the site online.

Catalog

A catalog groups products on an e-commerce website. A catalog is defined by start and end date, tax calculation rules, multiple currencies in which products can be sold, and shipping zones.

Magelia WebStore Professional and Enterprise Editions support multiple catalogs. You can create catalogs for a specific season (winter catalog / summer catalog) a specific audience (retail / b2c catalog / wholesale b2b catalog), a specific shipping zone (North American, European catalog, etc.), and more.

Step-by-step procedure

We are going to create a very basic catalog

To create a Catalog:

  1. Go to the screen Products > Products > Catalogs. Click on “Add New”.
  2. Code: enter Base catalog
  3. Start and end dates: the catalog is valid only between the defined start and end dates. For this example we leave these fields blank to indicate that our catalog is always available. This feature is very helpful to prepare catalogs well in advance or to program when the catalog should no longer be displayed (end time and date)
  4. Prices include taxes: we leave this box unchecked because we want to enter product prices without taxes. Taxes, if they apply, will be calculated and added to the amount in order to establish the total price at check-out. If you check taxes included, taxes will be deducted from the inclusive price in order to calculate the price before taxes. (For example, a tax-included price might be $60. So, calculating tax at check-out would be $50 for the product plus $10 for taxes).
  5. Is active: during the creation of a catalog, you certainly prefer that this catalog not appear online before you have finished preparing it. Therefore you will only check the box “is active” when you are satisfied and ready to publish the catalog. For this example, in order avoid returning to this screen, we check the box is active.
  6. Localizations: enter the name of the catalog in different languages (base catalog in English and catalogue de base in French).
  7. Stores: choose the name of the store
  8. Currency: choose USD ($)
  9. Shipping zone: all existing shipping zones are automatically associated with the catalog, so you do not need to modify this.
  10. Click save

Products tab:
We have not yet created any products, so this screen is not useful to us for the moment.
This screen allows you to assign products to a catalog or to un-assign them. You can also designate a product catalog when creating products.

Media tab:
For this basic configuration example, we are not going to associate any media with our catalog.
This tab allows you to assign files or images to a catalog. Using this feature, you can display images assigned to your catalog if you wish.

To learn more:
/documentation/adminconsole/Products.Catalogs.Edit.medias?help=true

We have finished configuring a catalog, and now we save:

Magelia WebStore - Quick Start Guide

Magelia WebStore - Quick Start Guide

We see that the catalog has been added to the list:

Magelia WebStore - Quick Start Guide

GET MORE with the Professional and Enterprise versions:

  • You have the possibility to manager several catalogs
  • Share catalogs among several stores belonging to the same vendor. This allows you to more easily synchronize catalogs with your information system and centralize catalog management.

Go further

Help on creating catalogs:
/documentation/adminconsole/Products.Catalogs.Edit.general?help=true

Demonstration video on creating catalogs:
Click on the video tab of the following help section
/documentation/adminconsole/Products.Catalogs.Edit.general?help=true
or watch on YouTube : https://www.youtube.com/watch?v=e1-gZ6roQ2w

Help on assigning products to a catalog:
/documentation/adminconsole/Products.Catalogs.Edit.associatedproducts?help=true

Help on managing media:
/documentation/adminconsole/Products.Catalogs.Edit.medias?help=true

Categories

Categories allow for further organizing products inside of a catalog. Categories are hierarchical and Magelia WebStore allows vendors to define categories, subcategories, and subsections of subcategories, etc.

The same product can be placed in several categories of a given catalog.

Step-by-step procedure

Prerequisite:

  • a catalog is necessary because categories are organized within a catalog.

We are going to create a sunglasses category in our default catalog.

To create a catalog:

  1. Go to the screen Products > Products > Categories. This screen shows the list of categories of a catalog. The catalog “Base Catalog" is pre-selected.

Move the mouse to the Root category and click on the "+" button to create a category.
Enter the category name “Sunglasses” and click on the icon to save or press enter. The category has been created and you will now enter additional data in the screen on the right.

  1. Code: The code is already filled-in
  2. Is Active: by default the category is active. We don’t change anything.
  3. Is Online: by default the category is online, meaning displayed and this is what we want. If certain products were assigned to active categories but invisible we would have checked “is active” but not “is online” (for example, used for catalog management, flyers, samples, etc.).
  4. Culture: We select English and enter for the short description Sunglasses
  5. Culture: to enter the content in another language, we just need to choose the language (French) in the list of languages. We then enter the names and the short description in French (lunettes de soleil.)

Products Tab:
The screen allows us to assign products to a category. As we haven’t yet created any products, we are not using this tab. We will see later on that it is also possible to assign a product directly to a category from the product file.

Media Tab:
We could add images, videos, or sound to this category by selected the Media Tab. To keep things simple, we will not add any images for the moment.

Magelia WebStore - Quick Start Guide

We have finished creating our category. Before continuing, make sure to Save.

You can repeat this procedure to create other categories and sub-categories

Other Functions: In Category Management, the icons located on the right of the category name allow you to move a category, copy or duplicate, and delete. We do not go into the specifics of these functions. You may watch the YouTube video (link) for a demonstration.

Additional resources:

Presentation video on creating categories:
Click the Video Tab in the new window: /documentation/adminconsole/Products.Categories?help=true
or on Youtube : https://www.youtube.com/watch?v=84M22C4YH_8

Online Help for Categories:
/documentation/adminconsole/Products.Categories

Creating an Attribute

A product type groups together different products with similar characteristics, indicates the product nature, and defines rules for products like how products are managed in stock.
We will create and attribute and then create a product type that will include the newly created attribute.

Step-by-step procedure

For our products we are going to want to be able to add images.
For this we are going to create an image-type attribute that we will then associate with the product type that we are going to create.

To create an attribute:

  1. Go to the screen Products > Product Configuration > Product Attributes. This screen shows the list of already created attributes. Click on “Add New”.
  2. Code: enter Main Image because we are looking to create a main image that will be associated with our products.
  3. Type: Select Image since we want to associate a single image. If we want to be able to associate several images, we simply choose “Images.” In this case, it will be necessary to associate each image with tags in order to be able to distinguish them (see the help section on media for more information).
  4. Localizations: type “main image” here (in English) and “image principale” (in French) and then click “Save”.

Magelia WebStore - Quick Start Guide

We see the created attribute appear in the list:

Magelia WebStore - Quick Start Guide

If you wish to create other attributes, simply follow the procedure given above.

Learn more

Help with attributes:
/documentation/adminconsole/Products.Attributes.Edit?help=true

Demonstration video for creating product types:
Click the “Video” tab on the help screen
/documentation/adminconsole/Products.Attributes.Edit?help=true
Watch on YouTube : https://www.youtube.com/watch?v=9QUjhTHLRKo

Product Types

A product type groups together different products with similar characteristics, indicates the product nature, and defines rules for products like how products are managed in stock.

Step-by-step procedure

To create a product type:

  1. Go to the screen Products > Product Configuration > Product Type. This screen displays the list of already created products. Click on “Add New”.
  2. Code: enter standard products because we are looking to create a very simple, classic product.
  3. Product kind: select standard. Later, if you wish to create products with variants (such as clothing that is available in several sizes, shoes, MP3 players in several colors, etc.) then choose variant products. If you wish to create bundles that group several products in one single product, then choose bundles.
  4. Inventory management: We indicate here that we wish to manage our products in stock. Choose physical managed. This is how we generate the stocks of our products.
  5. Attributes: attributes allow us to enrich products. For this example, we associate the attribute Main Image that we have created previously, and we leave “required” unchecked because adding an image to a product is not obligatory. Click on the "+" icon to add the attribute to the product type.
  6. Localizations: indicate standard product here in English and “produit standard” in French.

Click “Save”.

Magelia WebStore - Quick Start Guide

We see the created product type added to the list:

Magelia WebStore - Quick Start Guide

Attributes: Adding additional attributes to products is possible, given that you have created the attribute beforehand. Color, size, the number of megapixels, the storage capacity… These are just a few examples of attributes you can create to further enrich your products.

If you wish to create other product types, follow the procedure given above.

Learn more

Help on Product Types: /documentation/adminconsole/Products.Types.Edit?help=true

Demonstration video for creating product types: http://www.youtube.com/watch?v=pZnyZht7i6s

Help with Attributes: /documentation/adminconsole/Products.Attributes.Edit?help=true

Products

We will now create a product in Magelia WebStore and fill in all the information relative to this product: product type, the SKU, the way the product is handled by taxes and inventory, the titles in different languages, catalogs, categories, assigned products, prices, and stocks, etc.

Step-by-step procedure

Prerequisite:

  • Product Type: a product being defined by its type, it is necessary to dispose of a product type to create a product

Even if it is not obligatory, it is recommended to also have a catalog of categories and a warehouse catalog (if your products are manage in inventory).

We are going to create a very simple project: a pair of sunglasses.

Caution! The case presented below is very simple. Refer to the Help and the videos for detailed information on creating products such as products with variants or bundles, or to find out the meaning of all the available fields in the product file.

To create a product:
1. Go to Products > Products > Products. This screen presents the list of products. Click on Add New to start creating a product
2. General Tab:

  • Product Type: Choose Standard Product which corresponds to the product type that we created previously.
  • SKU: indicate the unique reference of the product, for example 123QWE
  • Is Active: Check this box to indicate that the product is active. Only active products are sold online.
  • Is Online: Check this box to indicate that the product needs to be visible on the site
  • Catalogs: base catalog is the already selected and we do not need to change this.
  • Taxes: Indicate Sales Tax > Standard Products because the product is subject to sales taxes, if applicable
  • Warehouse: WH1 Chicago is already selected because the product stocks are in the Chicago store/warehouse.

Magelia WebStore - Quick Start Guide

Magelia WebStore - Quick Start Guide

3. Click on Attributes

We are going to add an image like this one to our product:

Magelia WebStore - Quick Start Guide

Click on Add Files in the following Main Image Field. The File Manager appears

We can either drag and drop the image directly into this window or use the button “Add file.” We click on Upload, then Select file, and we retrieve the image on the computer. The image appears in the background. We close the Add File window.

For each image, we could define a tag or localized meta-data. We ask that you consult the File Manager help to find out all the possibilities offered by this functionality.

We double-click on the image that we have just added to the file manager to assign this image to a product. The image should appear as:

Magelia WebStore - Quick Start Guide

4. Localizations:

  • Click on Localizations > English in the menu on the left and enter the names and localized descriptions in English:
  • Name: PurpleSun
  • Descriptions: These sunglasses merge state-of-the-art Italian design with superior quality. Designed for innovative and open minds, they combine outstanding craftsmanship with contemporary styling.
  • Repeat for French:
  • Nom : PurpleSun
  • Descriptions: Ces lunettes de soleil de conception italienne sont de grande qualité. Conçu pour les esprits novateurs et ouverts, elles conjuguent une qualité de fabrication parfaite à un style contemporain.

Magelia WebStore - Quick Start Guide

5. Base Catalog:
Since the product is present in a single catalog, we are going to indicate in which categories it belongs and its price. If the product were present in several catalogs (Professional and Enterprise Editions feature) , we could choose categories, a price, and different articles for cross selling and upselling by catalog.

6. Categories: choose Sunglasses
We want the product to be displayed in the sunglasses category so we click on the sunglasses category. For information, a product can be attached to multiple categories.

Magelia WebStore - Quick Start Guide

7. Prices:
Input $230 as the price (sale price) and $250 as the cut price, then click on the “Add” button. The barred price is simply for indicative purposes and allows you to show shoppers the savings

they will receive from your site as compared to the normal price. The Sale Unit allows, in the Professional and Enterprise Editions, to define a sale unit (such as products sold in pairs, for example).

Magelia WebStore - Quick Start Guide

8. Upselling and Cross Selling: as we have only created a single product, we do not choose any products for cross- or upselling

9. Inventory:

We will enter the different values for the inventory and explain the different stocks:

  • Virtual Stock: We enter the value Virtual Stock = 1000 for this example. Virtual stock corresponds to the available stock for sale on a website. Warning! Virtual Stock decreases with each add to the shopping cart.
  • Real stock: We enter the value Real Stock = 1000 for this example. Real stock corresponds to the available merchandise that is actually in the warehouse. Sales do not affect the real stock level. The real stock is not taken into account in the calculations: you must manually manage the stock.
  • Minimum stock: Usually the value is 0 so we enter Minimum stock =0 When an inventory of a product falls below the minimum stock, it can no longer be sold. Warning: if you have 10 products remaining in virtual stock and you have set Min stock to 10 products, you can no longer sell products.

A minimum stock may be negative to allow customers to order more than what is really in stock.

  • Reorder Level: we do not enter any value here This is a simple piece of information that enables the vendor to make a list of products that are below the inventory level and the reorder level.

Magelia WebStore - Quick Start Guide

Content Items
For this example we will not add content to our product.

Thanks to Magelia WebStore content management features, products can be enriched with contents. This is particularly useful if you want to add specific descriptions of your products, user manuals or files, videos, files, etc.

Magelia WebStore is built on an extensible data model that enables you to create content types.These content types can be useful as standalone contents (a store locator, a recipes section, a news section could rely on content types) or contents can enrich commerce objects such as products, categories, catalogs etc.

The community Edition includes one content type that is useful to associate and enrich SEO contents to your website.

We have finished creating our product. Click “Save”.

The created product appears in our list.

Magelia WebStore - Quick Start Guide

Additional resources

Video presenting creating categories:
Tab Configuration: https://www.youtube.com/watch?v=vFhn2pCARlA
Tab Localizations: http://www.youtube.com/watch?v=p_GjWKRSfOg
Tab Catalog > Categories: http://www.youtube.com/watch?v=mwTo0eHK5qY
Tab Catalog > Prices: http://www.youtube.com/watch?v=ExQyWrrLSKI
Tab Catalog > Upselling/cross-selling: http://www.youtube.com/watch?v=fYSsgBEbXT0
Tab Inventory: http://www.youtube.com/watch?v=dbrH3qjS150

Online help:
Tab Configuration Help: /documentation/adminconsole/Products.Products.Edit.configuration?help=true
Tab Characteristics / attributes: /documentation/adminconsole/Products.Products.Edit.characteristics?help=true
Tab Localizations: /documentation/adminconsole/Products.Products.Edit.localization?help=true
Tab Catalog > Categories: /documentation/adminconsole/Products.Products.Edit.categories?help=true
Tab Catalog > Prices: /documentation/adminconsole/Products.Products.Edit.prices?help=true
Tab Catalog > Upselling/cross-selling: /documentation/adminconsole/Products.Products.Edit.associations?help=true
Tab Inventory: /documentation/adminconsole/Products.Products.Edit.inventory?help=true

Generating the Catalog

There is one last step before we are finished: generating the catalog

Why update the data?
To improve performance of Magelia WebStore, the catalog data presented to the shopper is generated. This allows Magelia WebStore to improve its performance.

What happens during the updating of catalog data?
Even during catalog generation:

  • Shoppers can continue to navigate the site
  • Shopping carts are saved, but they are at risk of modification if the new catalog does not include the same prices or the same products.

Step-by-step procedure

Prerequisite:
There is no prerequisite for generating catalogs. This action is to be executed each time that a change has been made to products, categories, or prices.

Go to the screen Products > Data update and click the button “Update data”

Magelia WebStore - Quick Start Guide

This operation may last several minutes. Once the operation has finished, a message will inform you that the data has been successfully updated.

Magelia WebStore - Quick Start Guide

If you have installed a demo store, you may now see the content of this store. To download the demo store, visit the page /page/demo and click the button “Download the demo store.” For the procedure explaining how to install the demo store, see the last section of this guide.

Additional resources

Help section: /documentation/adminconsole/Products.DataBurst?help=true