Magento 2 Knowledge Base

1.Magento 2 Knowledge Base

The following guide describes some of the basic Magento 2 settings and features.

Please note that as authors of this theme we provide support only for the issues related strictly to the theme. Support for Magento configuration/installation/maintenance etc. is beyond the scope of our support. This chapter should be only treated as a starting point, more inormation about Magento can be found in Magento documentation: Magento help

Caching system

When developing your Magento 2 store, you want to see the changes you have implemented. In order to be able to see changes immediately, you should completely disable the cache. You can enable it after you finish configuring your store.

If the cache is enabled, always refresh the cache after making any changes in Magento/theme/extension configuration.
To access the cache management screen, go to System > Cache Management.

Go to System > Cache Management. Click the following buttons to completely clear the store cache:

  1. Flush Magento Cache
  2. Flush Cache Storage
  3. Flush Catalog Images Cache
  4. Flush JavaScript/CS SCache
  5. Flush Static Files Cache

Flush Cache

Disable cache

Go to System > Cache Management. Click Select All link, select Disable in Actions field and click Submit button:

enable cache

After cache is disabled cache management screen might look like this:

disable cache

Enable cache

When the store is configured, you can enable caching system again. Go to System > Cache Management. Click Select All link, select Enable in Actions field and click Submit button:

enable cache 2

Refresh cache

If the cache is enabled, after each configuration change, extension installation, upgrade or uninstallation always refresh the cache. To do this, go to System > Cache Management. Click Select All link, select Refresh in Actions field and click Submit button:

refresh cache

Index management

Magento indexes most of its data in order to access it faster. If you make changes to your store such as editing products, adding categories, changing urls, etc. you will need to reindex the data so that the changes can show up on your frontend.

To access the index management screen, go to System > Index Management. To rebuild your indexes, select all, select Update on Save  and click Submit button.

Index management

How to enable the theme

In Magento 2 you can enable the theme on many levels. You can set one theme for the entire store, but you can also set different themes for different parts of the store (even for selected categories, products or CMS pages).

If you want all your store pages to look the same (to use the same theme), your theme should only be enabled in Magenthemes > Theme Design > Design(in this tab, you can set the default theme for your store) (the same as it was described in the installation steps 3. Installation). You need to remove all theme overrides from categories, products and CMS pages.

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There are many places where a theme can be enabled. If you have just installed a fresh copy of Magento, those places will be empty. Otherwise, please take a look at these sections of the admin panel:

  • Configuration > Design:In Design tab, select Design Theme field with the Clever Theme

2016-06-07_15-24-31

  • Click “Save Config” button to save your changes.

Remember to flush the cache after you change design settings.

You can upload file with different name or different file format (e.g. .jpg or .png). Now you go to MT Abc (**Abc** is the name of Magento theme) section > open the Theme Design tab > Header section and select to upload your desired default/retina logo.

logo

Categories

Note: More info about categories in Magento can be found in: http://www.magentocommerce.com/wiki/welcome_to_the_magento_user_s_ guide/chapter_3#creating_categories.

To create and edit categories in Magento 2, navigate to Products > Categories section of the admin panel. After installation of Magento your category tree is almost empty, there is only the root category (named Default Category):

Categories
The root category is not displayed in the frontend of the store – that’s why your main menu is empty just after installing Magento. You need to add some new top-level categories (also called subcategories because they are descendants of the root category).

Important: all categories have to be descendants of the root category. Do not add categories outside of the root category tree.

To add a new category, select the root category by clicking on it and click Add Subcategory button:

sub categories
Fill in all the required fields. Especialy set Is Active and Include in Navigation Menu fields to Yes, and click Save Category:

1b
This will create a new category (which will be displayed as a top-level category in the main menu on frontend):

1a
Note that this new category has to be a descendant of the root category – it has to be one level lower than the root category:

1d
If the category is not displayed in the frontend: reindex the data and flush Magento cache.

Category info

For each category you can add some basic information which will be displayed on category page (above the products). Navigate to Catalog > Manage Categories and select a category:

  • Description – category description. You can enter text or HTML.
  • Image – main category image. After image is uploaded and saved, an icon of the existing image will appear to the left of the button, and a Delete Image checkbox will appear to the right.

Landing pages

You can show your customers a landing page instead of the standard product listing page when they select the category. You can do so by enabling static block on your category page. Navigate to Catalog > Manage Categories, select a category, open Display Settings tab and select appropriate value in the Display Mode field. In the CMS Block drop-down, select which block you would like to display on category page. The list will include all existing static blocks.

Depth of the menu

In the main menu you can limit number of displayed category levels. To do that, go to System > Configuration > Catalog > Category Top Navigation and specify the depth in Retroimal Depth field.

For example, if you want to display only three levels of categories, enter 3 in Retroimal Depth field and save the configuration. From now on, only three levels of categories will be displayed in the main menu.

Categories in Layered Navigation (“Shop By”)

You can display categories in Magento’s Layered Navigation block (“Shop by” block) at the top of the left sidebar in category view. To display selected category in the Layered Navigation, go to Products > Categories, click selected category and set Is Anchor field (in Display Settings tab) to Yes:

1c
From now on this category will be displayed in the Layered Navigation. If the category is not displayed in the frontend: reindex the data and refresh Magento cache.

Content Management System (CMS)

WYSIWYG editor

WYSIWYG (What You See Is What You Get) editor is a convenient way to add content to pages and static blocks in Magento.

Important: WYSIWYG should only be used to edit text, never use it to edit HTML.
Remember to always turn off WYSIWYG editor when you want to edit HTML or Magento’s CMS tags in the page/block content. Otherwise WYSIWYG editor can break your content.

In fact the best way to use WYSIWYG is to turn it on only when it is needed. Go to  Magenthemes > Theme Design >  Content Management and set it as Disabled by Default.

After that, if needed, WYSIWYG can always be turned on with Show/Hide Editor button above the page/block content field:

1e

Static blocks

Static blocks in Magento are simple portions of content that can be displayed throughout the site. To manage static blocks, go to CMS > Static Blocks section in the admin panel.

To create a static block, go to Content > Blocks, click Add New Block button and follow these steps:

  1. In Identifier field enter an identifier of one of the static blocks. Make sure the identifier is lower-case and separated by underscores to follow Magento’s standards.
  2. Enter the title in Block Title.
  3. Select the Store View to which this block will apply.
  4. Select Enabled in the Status field. Disable dmeans that the block is not displayed in the frontend.
  5. Insert your Content (it can be text or HTML) and click Save Block.

Here’s an example:

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For more details on creating static blocks please refer to Magento user guide: static blocks

CMS markup tags

There are some special markup tags – a bits of text surrounded by double curly braces – which have a special meaning in Magento 2. You can use those tags either in static blocks or CMS pages.

For example, this tag:

{{store url=”}}

will be replaced with the store’s base URL.

It might be useful when you want to display a link on one of your pages. You can use this tag to dynamically build all of your links (you don’t need to hard-code any links). Thanks to that you will not need to rebuild your links after you move your store to a new domain.
For example, if your store domain is www.example.com, the following tag placed in the page content:

{{store url=’path/to/page/about-us’}}

will be replaced with this URL:

http://www.example.com/path/to/page/about-us/

For more information, please refer to this article, where you can find a comprehensive list of available tags: CMS markup tags

Translation / Localization

Interface translation

This theme introduces a few additional interface character strings. For example “Special Price” label is replaced with shorter “Now only” label. Strings are located in app\locale\translate.csv. This file can be used to translate the interface into other languages.

Example:

To translate the interface into spanish follow these instructions:

  • Create a new folder for your translation. For spanish language it will be
    app//locale/es_ES.
  • Copy translate.csv from app//locale/en_US and paste it into created folder app/locale/es_ES.
  • Open app//locale/es_ES/translate.csv in OpenOffice Calc (or other text editor like Notepad++, PSPad).

Note: The editor should be capable to save file in UTF-8 encoding. Do not use Excel, it can break file structure. Read more about useful tools: http://www.magentocommerce.com/wiki/groups/166/useful_tools_to_work_with_translations.

  • If you open translate.csv in OpenOffice Calc it might look like this:
Special Price Now only
My Wishlis Wishlist
My Wishlist (%d item) Wishlist (%d)
My Wishlist (%d items) Wishlist (%d)
My Account Account

The first column contains the original character strings. It should be left intact. In the second column you can place your translation of each string.

  • Some strings contains %d or %s entries. These entries should be left intact in the translated strings.

Language flag

If you have more than one store view in your store, the store view switcher will be displayed at the top of the page. You can enable different language for each store view.

For each available language a flag is displayed in the store view switcher (we can also call it “language switcher”). Flag images (16×12 pixels, PNG format) should be uploaded to /pub/media/wysiwyg/mato/flag/ folder. Image names should be the same as the store view codes. E.g. if you have a store view with the code france, you will need to upload a flag image france.png to /pub/media/wysiwyg/mato/flag/ folder.

To check what is the store view code, go to Stores > All Stores and click on the store view name. You can find the code in the Code field:

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Rememeber that if you change the store view code, you will also need to change the name of the corresponding flag image.

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