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How to create Bundle Products in Magento 2
A bundle product includes customizable product that you can build for your own. Each item in the bundle product can be based on one of the product types: Simple Product and Virtual Product. Since then you can be set either dynamic or fixed value for a bundle. You can see an example for the bundle product in the following image:https://www.mageplaza.com/assets/img...le-product.pngCreating Products Series in Manage Store:
The bundle product is a bit similar to the grouped product in Magento 2 because it is possible to add more items to one product and sell it. However, while your customers cannot choose among many attributes of items in the grouped products according to what they want, they can do it with the bundle products when many options are ready for their choices.Go to the bundle product detail page, when your shoppers click on “Customize and Add to Cart” button , the selection of options in the bundle will be shown instantly. They can choose only one attribute including SKU, Size, Price or Weight for each option.
Minimum Advertised Price (MAP) is not available for Bundle products with dynamic pricing.
https://www.mageplaza.com/assets/img...le-product.pngHow to create Bundle Product in Magento 2 as the following steps.To Create Bundle Products:
- Step 1: Select the Product Type
- Step 2: Select the Product Template
- Step 3: Fill out the Required Fields
- Step 4: Fill out the Remaining Product Details
- Step 5: Add the Bundle Items
- Step 6: Generate the Product
- Step 7: View the Product in Your Store
Step 1: Select the Product Type
- On the Admin sidebar, click on Products > Inventory > Catalog.
- In the upper-right corner of the Add Product menu, select Bundle Product.
https://www.mageplaza.com/assets/img...le-product.pngStep 2: Select the Product Template
Follow one of two ways to select the product template:
- In the Search box, enter needed name of the template.
- In the list, select one of the templates you want to use
The corresonding form will be shown to configure.https://www.mageplaza.com/assets/img...t-template.pngStep 3: Fill out the Require Fields
- In the Product Detail section, need to do:
- Enter the Name.
- Use the default SKU for the product, or offer another value. Then set the type of value to Dynamic or Fixed.
- To set the product Price, need to do:
- Choose Dynamic, and leave Price blank if you want the price to change according to the options selected.
- Choose Fixed, and enter the Price if you want to set price for the bundle.
https://www.mageplaza.com/assets/img...-and-price.png
- By now the product has been not yet ready to publish, let switch to the Off for Product Online.
- Click on Save to finish this step.
Step 4: Fill out the Remaining Product Details
- To add an image for the product group, follow one of two options:
- Drag and drop an image from your desktop on the Camera tile in the Images and Videos box.
- In the Images and Video box, click on Camera title and feel free to choose the desired image from the file on the your computer.
A placeholder appears until a product image is uploaded. - The Quantity is unavailable because the product group is made up of the individual product.
- To set Weight for shipping, follow one of the options:
- Choose Dynamic, and leave Weight blank if you want the price to change according to the options selected.
- Choose Fixed, and enter the Weight if you want to set product weight.
https://www.mageplaza.com/assets/img...uct-weight.png
- To assign the product to a Category, follow one of the options:
- Type in the Search box to find and select a match.
- Click on the Show List icon to see the category tree, then click on any available category you want to assign to the product.
- Create new category by entering the Category Name and assign to the Parent Category, then click on Create Category.
https://www.mageplaza.com/assets/img...t-category.png
- Write some product description if you need. Then, click on Submit. You can also use the WYSIWYG Editor for additional control.
https://www.mageplaza.com/assets/img...ct-detials.pngStep 5: Add the Bundle Items
- In the Bundle Items section, set Ship Bundle Items to Separately or Together.
- Click on Create New Option, need to do:
- Enter an Option Title to be used field label.
- Set Input Type to Drop-down, Radio buttons, Checkbox, or Multiple Select
- To make the field required, mark the Required checkbox.
https://www.mageplaza.com/assets/img...ct-options.png
- Click on Add Products to Option. Remember to mark the checkbox of each product that you want to include in this option. In case there are many products, apply the list filters and pagination controls to find the needed products.
https://www.mageplaza.com/assets/img...-to-option.png
- Choose one item to be the Default selection.
- In the Default Quantity column, enter the quantity of each item that in the bundle when a customer chooses the item.
- You can set the fixed quantity of each item by clearing Use Defined checkbox. If leave by default, the quantity can be changed.
- Do the same for other items if you want to add more.
- To remove any item from the bundle, click on the Delete icon.
- Repeat these steps to add as many options as needed in the bundle.
- Click on Save to complete.
https://www.mageplaza.com/assets/img...tion-items.pngStep 6: Generate the Prodct
- Set the Product Online switch to the “On” position whenever you are ready to publish the product in the catalog.
- Then Save & Close on the Save menu.
https://www.mageplaza.com/assets/img...le-product.pngStep 7: View the Product in Your Store
On the Admin menu, choose Customer View.https://www.mageplaza.com/assets/img...le-product.pngTHINGS TO REMENBER
- Store Admin can create a new bundle product by himself.
- Bundle items can be simple or virtual products without custom options.
- The Price, SKU and Weight of the bundle product can be either “Fixed” or “Dynamic”.
- The Quantity can be a preset or user-defined value.
- The items in the bundle product can be shipped together or separately.
Reference: Magento 2 User GuideIt comes to the end of tutorial: How to create Bundle Products in Magento 2 . Source: How to create Bundle Products in Magento 2
How to set Locale, State, Country in Magento 2
Locale Options in Magento 2 provides more details about your store. Setup your store information on Locale Options that determines the timezone, your language and the days of the work week in your area. Besides, others can identify your country, tax rate and guest some needed information related to your locale.With those information you can set from Magento 2 Locale Options, your store will become closer and friendlier to the audience. Follow this tutorial to know what you can do.https://www.mageplaza.com/assets/img...le-options.pngTo set the store locale:
- On the Admin sidebar, click on Stores. Then under Settings, choose Configuration.
- In the panel on the left under General, choose General.
- Expand the Locale Options section.
- Select your Timezone from the list. Then, do the following:
- Set Locale to the store language.
- Set Weight Unit to the unit of measurement that is typically used for shipments from your locale.
- Set First Day of the Week to the day that is considered to be the first day of the week in your area.
- In the Weekend Days list, select the days which fall on a weekend in your area. (To select multiple options, hold down the Ctrl (PC) or Command (Mac) key.)
- When complete, click on Save Config.
Beside Locale Options, you can also configure State Options and Country Options clearly if you need. With Sate Options, standard address format is different for every country, so fulfill the state information is optional. In many countries, the state, province, or region is a required part of a postal address that is used for shipping and billing information, to calculate tax rates, and so on. On state options you can setup state is required for which countries.https://www.mageplaza.com/assets/img...te-options.pngIn addition, Country Options determines the country where your business is located, and which countries you accept payment.https://www.mageplaza.com/assets/img...ry-options.pngTo set up the state options:
- On the Admin sidebar, click on Stores. Then under Settings, choose Configuration.
- In the panel on the left under General, choose General.
- Expand the State Options section, and do the following:
- In the State is required for list, select each country where Region/State is a required entry.
- Set the Allow to Choose State if It is Optional for Country field to one of the following:
- Yes In countries where the state field is not required, includes the State field as an optional entry.
- No In countries where the state field is not required, omits the State field.
- When complete, click on Save Config.
To set the country options for your store:
- On the Admin sidebar, click on Stores. Then under Settings, choose Configuration.
- In the panel on the left under General, choose General.
- Expand the Country Options section, and do the following:
- Choose the Default Country where your business is located.
- In the Allow Countries list, select each country from which you accept orders. By default, all countries in the list are selected. To select multiple countries, hold down the Ctrl (PC) or Command (Mac) key.
- In the Zip/Postal Code is Optional for list, select each country where you conduct business that does not require a ZIP or postal code to be included as part of the street address.
- In the European Union Countries list, select each country in the EU where you conduct business. By default, all EU countries are selected.
- In the Top Destinations list, select the primary countries that you target for sales.
- When complete, click on Save Config.
Ref: Magento 2 user guideIt comes to the end of tutorial: How to set Locale, State, Country in Magento 2 . Source: How to set Locale, State, Country in Magento 2
How to configure Payment Failed Email in Magento 2
In the previous topic, we have talked about the topic Configure Sales Email, and today you will follow the steps to configure Payment Failed Email, a notification email that is auto-sent to the recipients. This message informs the failure of the payemnt method when customers use it in the checkout process.From the Magento 2 configuration, you will set both the recipient and sender of payment failed email, the template to be applied for the email, and the address email that is received a copy of the message.Configure the Payment Failed Email:
- Step 1: Refresh the Email Template
- Step 2: Configure the Payment Failed Emails
Step 1: Refresh the Email Template
Ensure that you have refreshed each email template to reflect your brand.Step 2: Configure the Payment Failed Emails
- On the Admin Panel, Stores > Settings > Configurations.
- On the left panel, under Sales tab, click on Checkout subtab.
- Open the Payment Failed Emails section,
https://www.mageplaza.com/assets/img...-magento-2.png
- Choose the store contact of the email as the receiver of the message in the Payment Failed Email Receiver field.
- Choose the store contact of the email as the sender of the message in the Payment Failed Email Sender field.
- Choose the desire email template that is sent to registered customers in the Payment Failed Template field.
- To send the payment failed emails to many people at the same time, enter the email addresses in the Send Payment Failed Email Copy To field, and each one is separated by comma.
- Choose one of the sending email method in the Payment Failed Copy Method:
- BCC: Sends a “blind courtesy copy” by including the recipient in the header of the same email that is sent to the customer. The BCC recipient is not visible to the customer and he/she doesn’t know that a copy is sent to many addresses.
- Separate Email: Send a copy email as separate email.
- Save Config to complete the Payment Failed Email configuration.
All are the instructions for you to configure and manage Magento 2 Payment Failed Emails effectively. Hope that you do it right in order to achieve the best results.Ref: Magento 2 User Guide It comes to the end of tutorial: How to configure Payment Failed Email in Magento 2 . How to configure Payment Failed Email in Magento 2
How to change Email Logo in Magento 2
Email Logo is insert into the header and footer of the transactional email message. Similarly to the Store Logo, the Email Logo is also one of the best ways for the audience to identify your brand easily and at same time, your store becomes more reliable to the visitor. Therefore, right after installing Magento 2 successfully, the first of all is replacing the Magento 2 Defaul Logo by your own logo.The logo accepts many types of the image field including JPG/JPEG, GIF, PNG, or SVG, and it is flexible to customize the size of the logo from Magento 2 Admin. However, I have a tip for you. To ensure that your logo is displayed clearly on high-resolution devices, should upload that image whose dimension is three times as large as the required size in the header. If you don’t know the size of the logo, or any image that is used in your theme, just right-click on the image on your site, and inspect the element to get its size.https://www.mageplaza.com/assets/img...-magento-2.pngTwo following steps will help you know what you can do to change Email Logo in Magento 2To Change Email Logo
- Step 1: Upload your logo
- Step 2: Select the Header and Footer Templates
- Step 3: Save Config and design
Step 1: Upload your logo
- On the Admin Panel, Stores > Settings > Configuration.
- On the left panel, under General, click on the Design.
- Open Email setion,
- To change your Logo Email, click on Browse to choose one of the image file you want to aplly for your logo.
- Enter the alternate text identify the Logo Image Alt.
- Require Logo Width and Logo Height in pixels. Just enter the number that don’t include “px” symbol. The appearance of the email logo in the header depends on the offered value size instead of the real size of the logo.
Step 2: Select the Header and Footer Templates
If you want to modify Header and Footer templates or have multiple stores, you can assign a specific template to each, that will appear on the transactional email message.
- Select the Header Template and Footer Template from the available list as needed.
- Save Config to finish and the design of the email is active.
Ref: Magento 2 User Guide It comes to the end of tutorial: How to change Email Logo in Magento 2 . How to change Email Logo in Magento 2
How to create coupons usage report in Magento 2
Coupon is the encoded serial that allows getting the discount when customers apply it in the checkout process. You can come back the Create Coupon Codes in Magento 2 to learn how to create a specific coupon code in the easy way.From Shopping Cart Price Rule settings, allow you to generate multiple coupons at the time, but you might be have some difficulties to manage them without any confusion. Therefore, I will support you do it effectively with Coupon Useage Report in this post.What is the Coupon Useage Report?
Coupon Useage Report is the powerful tool to filter all coupon by time period, order status, and price rule. Depending on your choice, the corresponding coupons will be shown on the coupon report.Create Coupon Useage Report
https://www.mageplaza.com/assets/img...pon-report.jpg
- On the Admin Panel, Report > Sales > Coupons.
- If there are multiple store views, in the upper-left corner, choose the Store View for showing the coupon report.
- See the message at the top page, click Statistics link to renew the data of the day.
- Start refinding the data:
- Select Date Used from the dropdown: Order Created and Order Updated while the Order Updated report is created in real-time, and does not ask for a refresh.
- Set the Period for the report: Day, Month, or Year.
- Zone the period of time by From and To field.
- To follow the report with a certain order status, set Specified for the field and choose the status you need. If leave Any, apply to all the Specified Order Statuses except canceled orders.
- Create omit row without data from the report, choose No in the Empty Row field.
- Set Cart Price Rule to
- Any option is showing all coupon activity from all cart price rule.
- Specified option is for only one cart price rule.
- Show Report when complete all and the report will appear the below.
Ref: Magento 2 User Guide It comes to the end of tutorial: How to create coupons usage report in Magento 2 . How to create coupons usage report in Magento 2
Magento 2 Order Status and Order state
Magento 2 is the favourite platform for every store to boost online sale dramatically. It is excellent if many orders are placed. However, by then, you will find it diffcult and waste much time to manage thousands of orders in the effective way. Let follow the guides in this post to help you manage Order Staus and Order State very well. The more saving time, the more profits you can earn.As soon as each order is created, the order information is transfered directly to a stage in Magento 2 order processing workflow. And meanwhile there is a specific column in the Orders grid called as Status that will control the order status. In addition, a set of predefined order status and order state settings are supported for your store. The order state reports the position of an order in the workflow at that time.See the following image to figure out the management of Magento 2 order status:https://www.mageplaza.com/assets/img...order-grid.pngIn Status column, you can see many types of the order status such as: Pending, Complete, Processing, etc. So what is the order status?To Create a new Order Status:
- On the Admin Panel, Stores > Settings > Order Status.
- On the upper-right corner, click on Create New Status.
- Under ` Order Status Information` section, do as the following:
- Enter the Status Code that need to include both letter and number while it is required to begin with a letter (a-z) and inserting the underscore character instead of a space.
- Enter the Status Label that is shown on Admin and frontend of your store.
- Under Store View Specific Label section, if you have multiple store, it is posible to set different labels for each store view.
- To finish, click on Save Satus .
https://www.mageplaza.com/assets/img...der-status.pngAssign Order Status to Order State
- Next to the Create New Order Status, click on Assign Status to Stage.
- From the dropdown in the Order Status field, choose the status that you want to assign.
- Set Order State to the place in the workflow where the order status belongs.
- Mark the Use Order Status as Default checkbox to apply this status as default for the order state.
- Mark the Visible on Storefront checkbox to show this status on Storefront.
https://www.mageplaza.com/assets/img...s-to-state.png
- Assignment is successful when you click on Save Status Assignment.
Edit Order Status
- On the Order Status grid, click on the Order Status that you want to edit.
- Change the order status settings as you need.
- Click Save Status to save the edit.
Remove Order Status from an assigned state
- Consider the Order Status you want to unassign on the Order Status grid.
- Click on Unassign link in the Action column.
At the top of the workplace, a short message will display to notify that you have unassigned the order status. But the unassigned status is still included in the list without removation.https://www.mageplaza.com/assets/img...te-message.pngThat is all to help you manage Magento 2 Order Status and Order State. Hope you can do it perfectly. It comes to the end of tutorial: Magento 2 Order Status and Order state . Magento 2 Order Status and Order state
How to setup Discount with Minimum Purchase in Magento 2
One of the most important in business is making an effort to create a crazy sale for your customers. I believe that almost of them can’t be ignore the attraction of discount and it is easy way to encourage the clients to buy more. And now, let dig deeper how to setup Discount with Minimum Purchase in Magento 2 that will help you increase your sales significantly.What is Discount with Minimum Purchase?
The Discount with Minimum Purchase, one of the promotion program you can create at Magento 2 store, is based on the conditions from the Cart Price Rule. The format of the discount is “X% discount for orders over $Y”. For example, 20% discount for orders over $100 with Gear and Training.Follow 3 steps to complete the Discount with Minimum Purchase in Magento 2:To Set up Discount with Minimum Purchase:
- Step 1: Create a Shopping Cart Rule
- Step 2: Set the Conditions
- Step 3: Set the Actions
Step 1: Create a Shopping Cart Rule
Complete this step when you follow the topic: Create a Cart Price Rule in Magento 2Step 2: Set the Conditions
- On the left panel, select Conditions tab.
- Click Add icon, set the conditions to Product Attribute Combination.
- Continue to click Add icon, under the Product Attribute, choose Category. Then Open Chooser to choose the category in the category tree. Then click on the Tick icon to add the categories to the condition.
https://www.mageplaza.com/assets/img...conditions.png
- Click Add icon on the next line and set the condition to Price in Cart. Replace IS parameter by equal or greater than, then insert the amount that the Price in Cart must be to meet the condition.
https://www.mageplaza.com/assets/img...onditions2.png
- Click on Save and Continue Edit.
Step 3: Set Actions
- On the left panel, select Actions tab.
https://www.mageplaza.com/assets/img...-2-actions.png
- Choose Percent of product price discount in the Apply field.
- Insert the Discount Amount for the promotion.
- In the Stop Further Rule Processing field, choose Yes if you want to prevent the purchase from qualifying for additional promotions.
- Click on Save and Continue Edit to set the rule as your expectation.
Ref: Magento 2 User Guide It comes to the end of tutorial: How to setup Discount with Minimum Purchase in Magento 2 . How to setup Discount with Minimum Purchase in Magento 2
How to setup Buy X Get Y Free in Magento 2
Setup Buy X Get Y Free is one of the actions when you create the Shopping Cart Price Rule. With the promotion, customers can receive an amount of discount (Y is the discount amount) if there is the quantity of products (X) you have set before, simultaneously, all conditions of the rule are met. The format of the discount will appear as the following:Buy X quantity of product, get Y discount for free.
In this tutorial, I will help you get the steps clearly to setup Buy X Get Y Free.To Set up Buy X Get Y Free:
- Step 1: Set the Cart Price Rule
- Step 2: Set the Conditions
- Step 3: Set the Actions
- Step 4: Set the Labels
- Step 5: Apply the Rule
Step 1: Set the Cart Price Rule
Complete this step when you follow the topic: Create a Cart Price Rule
- Step 1: Create a New Rule
- Step 2: Set the Conditions
- Step 3: Set the Actions
- Step 4: Set the Labels
- Step 5: Apply the Rule
Step 2: Set the Conditions
- On the Conditions tab, appear the statement “If ALL of these conditions are TRUE”The statement has two bold links “All”and “TRUE” to edit.
- Click on the ALL link, ALL and ANY options are available.
- Click on the TRUE link, TRUE and FALSE options are available.
- Leave the conditions blank if you want to apply for all products
https://www.mageplaza.com/assets/img...-statement.png
- Click on Add icon to set conditions for the rule:
- Product attribute combination
- Product subselection
- Conditions combination
- Cart Attribute
https://www.mageplaza.com/assets/img...conditions.png
- Continue tapping the Add icon and follow these steps again to add as many conditions of the cart price rule as you need
- If you want to delete any statement, just hit the Delete icon to remove it.
Step 3: Set the Actions
- In the settings of Cart Price Rule, choose the Actions.
- Choose Buy X get Y free in the Apply field.
- Enter the number for Discount Amount.
- Limit the quantity discount that is applied by setting the ` Maximum Quantity Discount is Applied` to 1, for example, this is the number of items can apply the discount.
- Set the required products customer need to add to his cart in the Discount Qty Step (Buy X) field.
https://www.mageplaza.com/assets/img...-2-actions.png
- Save and Continue Edit to edit the rule as your expecation.
Step 4: Set the Labels
- Choose Labels tab.
- Under the Default Label section, insert the text in the Default Rule Label for All Store Views.
- Under the Store View Specific Labels, set the label for each store view,
https://www.mageplaza.com/assets/img...o-2-labels.pngStep 5: Apply the Rule
Click Save Rule to enable the rule.As usual, it will take an hour to make the new rule available. In addition, you should test the rule in the right way to ensure that it is perfect.Ref: Magento 2 User Guide It comes to the end of tutorial: How to setup Buy X Get Y Free in Magento 2 . How to setup Buy X Get Y Free in Magento 2
How to setup Free Shipping Promotion in Magento 2
Free Shipping is one of the promotion program you can setup from Magento 2 when customers don’t need to pay any fee for your delivery. Therefore, they feel more comfortable and this marketing strategy can encourage them to purchase more.From Magento 2 Shopping Cart Rule settings, basing on conditions you set, the Free Shipping can be applied for any order or specific order when all conditions are met. Simultaneously, you can generate an individual coupon code or not, that allow the customers to use coupon or not to apply the Free Shipping Promotion.To Set up Free Shipping Promotion:
- Step 1: Activate Free Shipping
- Step 2: Activate Free Shipping in the Carrier Configuration
- Step 3: Set a Shopping Cart Price Rule
- Step 4: Check the Rule
Step 1: Activate Free Shipping
Please activate the Free Shipping and finish its settings for in your store’s configuration.https://www.mageplaza.com/assets/img...g-settings.png
- On the Admin Panel, Stores > Settings > Configuration.
- Under Sales, select Shipping Methods.
- Open the Free Shipping section, follow the guides:
- Enable the Free Shipping by choosing Yes.
- Add the Title.
- Enter the Method Name to make clear about the shipping method. With Free Shipping, type the Free.
- Offer the Minimum Order Amount for the shipping.
- Enter a error message in the Displayed Error Message box that will appear if Free Shipping is not available.
- Set Ship to Applicable Countries to one of two options:
- All Allowed Countries : Free Shipping is supported for every country.
- Specific Countries: Free Shipping is only supported for selected countries.
- Set Show Method if Not Applicable to Yes if you want to show Free Shipping all time.
- Set the Sort Order on the Shipping Method on the checkout page.
- Save Config to finish.
Step 2: Activate Free Shipping in the Carrier Configuration
- From the Shipping Methods configuration, open the UPS section.
- Set Free Method to “Ground.”
- Enable the Free Shipping with Minimum Order Amount and set a minimum number of orders applying free shipping in the Minimum Order Amount for Free Shipping field.
- Save Config to finish.
Step 3: Set a Shopping Cart Price Rule
On the Admin Panel, Marketing > Promotions > Cart Price Rules.Apply Free Shipping for Any Order
- In the Rule Information tab:
- Set Namefor the new rule and leave some descriptions of that.
- Assign to the Website and Customer Group
- Set Status to Active which the rule is apllied.
- Set Coupon to No Coupon if offer shipping promotion without a coupon. If need to use a coupon with the price rule, choose Specific Coupon
- In the Actions tab, open Pricing Structure Rules section:
- Set Apply to Percent of product price discount
- Set Apply to Shipping Amount to Yes
- Set Free Shipping to For shipment with matching items
https://www.mageplaza.com/assets/img...ule-action.png - In the Labels tab.
- Under the Default Label section, insert the text in the Default Rule Label for All Store Views.
- Under the Store View Specific Labels, set the label for each store view.
- Save Rule to finish.
Apply Free Shipping for Orders Over $ Amount
- Repeat all instructions in the above example.
- Set the Conditions to Subtotal by clicking on the Add icon.For example: Condition for Free Shipping is that Subtotal equals or greater than 200.https://www.mageplaza.com/assets/img...conditions.png
- In the Actions tab, open Pricing Structure Rules section:
- Set Apply to Percent of product price discount
- Set Apply to Shipping Amount to Yes
- Set Free Shipping to For shipment with matching items
- In the Labels tab,
- Under the Default Label section, insert the text in the Default Rule Label for All Store Views.
- Under the Store View Specific Labels, set the label for each store view.
- Save Rule to finish.
Step 4: Check the Rule
As usual, it will take an hour to make the new rule available. In addition, you should test the rule in the right way to ensure that it is perfect.Ref: Magento 2 User Guide It comes to the end of tutorial: How to setup Free Shipping Promotion in Magento 2 . How to setup Free Shipping Promotion in Magento 2
How to create Coupon Codes in Magento 2
In the Cart Price Rule, Coupon Code is created so that the buyer at your store will get the discounted price. The Coupon Code can be generated a single or in bulk for a specific customer group or anyone depending on your purpose. Coupon can be sent to others via email, or included in newsletters, catalogs, and advertisements such as banners on the website.To use the coupon, the customers will insert the code in the cart, then the discount value is applied immediately. Magento 2 also supports a quick response code - QR code that customers can scan on their smartphone. After that, they are lead to a page on your website to get more information about the promotion.Create an Specific Coupon
This method is implemented in the Cart Price Rule settings.
- On the Rule Information tab, under General Information, transfer Coupon to Specific Coupon.
- Enter the Coupon Code in the manual way.
- Limit the times of using the coupon in the Uses per Coupon and User per Customer. Leave them empty if no limination.
- Uses per Coupon sets the number of times the coupon code is used.
- Uses per Customers sets the number of times the coupon code is used by the same customers.
- If there are many cart price rule at the same time, should set the active time and priorty to manage well.
- Save to activate the coupon code.
Publish a Mass of Coupons
This method is implemented in the Cart Price Rule settings.
- On the General Information page, mark the Use Auto Generation checkbox to publish the a mass of coupon codes after saving the rule.
- Under Cart Price Rule, choose Manage Coupon Codes tab and do the following:https://www.mageplaza.com/assets/img...upon-codes.png
- Set the Coupons Qty to the quantity of coupons you want to publish.
- Insert the number for the Code Length, the length excludes the prefix, suffix, or separators.
- Select the Coupon Format from the following type: Alphanumeric, Alphabetical, and Numeric.
- Insert the Code Prefix - the begining part of the code if need.
- Insert the Code Sufix - the end part of the code if need.
- Set the Dash Every X Character to make the codes eaiser to read. For example, the number 3 is insert into that field, the codes will look like: xxx-xxx-xxx.
- Click on Generate button to release multiple coupon codes and they are shown on the table below.
https://www.mageplaza.com/assets/img...codes-list.pngRef: Magento 2 User Guide It comes to the end of tutorial: How to create Coupon Codes in Magento 2 .Enjoyed the tutorial? Spread it to your friends!
How to create Coupon Codes in Magento 2
How to Create a Catalog Price Rule in Magento 2
After installing Magento 2, your store arms many powerful marketing solutions that are very helpful to optimize your revenue perfectly. One of the tools is Price Rule that allows store admin to offer special price to the buyer. You can learn about Cart Price Rule in the last post, and in this post we talk about Catalog Price Rule and how to create it.What is the Catalog Price Rule?
The Catalog Price Rule is a special rule with conditions you define in the configuration,that allows your customer to buy product at a discounted price. The setting of conditions don’t need if the rule is offered for all your products. The Catalog Price Rule is auto-applied when the conditions are met product instead of including coupon codes.https://www.mageplaza.com/assets/img...price-rule.pngTo create Catalog Price Rule in Magento 2, do the following steps.To Creating Catalog Price Rule:
- Step 1: Create a New Rule
- Step 2: Set the Conditions
- Step 3: Set the Actions
- Step 4: Apply the Rule
Step 1: Create a New Rule
- On the Admin Panel, Marketing > Promotions > Catalog Price Rule.
- Click on Add New Rule and complete 3 tabs: Rule Information, Conditions, and Actions.
- In the Rule Information tab:
- Set Namefor the new rule and leave some descriptions of that.
- Assign to the Website and Customer Group
- Set Status to Active which the rule is apllied.
- If there are many cart price rule at the same time, should set the active time and priorty.
https://www.mageplaza.com/assets/img...nformation.pngStep 2: Set the Conditions
You can set some special conditions for each rule that is based on some existing attribute values. In case of using the rule for all products, need to missing this tab.
- Under the Catalog Price Rule, choose Condition tab.
- The short message If ALL of these conditions are TRUE is visible for you, and especially, you can customize the message when click on ALL and TRUE link.
- Click on the ALL link, ALL and ANY options are available.
- Click on the TRUE link, TRUE and FALSE options are available.
- Leave the conditions blank if you want to apply for all products
- Click on Add icon to set conditions for the rule:
- Set the Product Attribute as the basic of the conditions such as Attribute Set, Category, etc.
https://www.mageplaza.com/assets/img...conditions.png
- Continue tapping the Add button and follow these steps again to add as many conditions as you need.
Step 3: Set the Actions
- In the left panel of the New Catalog Price Rule page, choose Action tab.
- In the Apply field, set to options:
- Apply as percentage of original: The updated price is calculated by eliminating a percentage of original price.
- Apply as fixed amount: The discount is the number inserted into the Discount Amount field.
- Adjust final price to this percentage: The updated price is the percentage of the original price.
- Adjust final price to discount value: The updated price is a fixed number.
- Insert the Discount Amount.
- Pricing Structure Rules include the setting discount for subproduct when choosing Yes in the Subproduct Discounts field.
- To avoid applying the discount many times for a single customer, you need to set Yes for Discard Subsequent Rules.
- Click Save and Continue Edit.
https://www.mageplaza.com/assets/img...-2-actions.pngStep 4: Apply the Rule
- To apply the rule, follow one of two ways:
- On the Add New Rule page, click the Save and Apply.
- On the Catalog Price Rule grid, click the Apply Rule
https://www.mageplaza.com/assets/img...apply-rule.pngAs usual, it will take an hour to make the new rule available. In addition, you should test the rule in the right way to ensure that it is perfect.Ref: Magento 2 User Guide It comes to the end of tutorial: How to Create a Catalog Price Rule in Magento 2 . How to Create a Catalog Price Rule in Magento 2
How to Create a Cart Price Rule in Magento 2
Using Magento 2 platform, you can create a promotion program with a discount amount to encourage customers to buy more. Today, I will guide you how to create Cart Price Rule, one of the promotion program in Magento 2 store.First of all, let learn about the definition of Cart Price Rule/What is the Cart Price Rule?
Cart Price Rule is a special rule with conditions you define in the configuration,that allows your customer to buy product at a discounted price. Store Admin will create a coupon code form Magento configuration and your customer only need to insert the code into the Apply Discount box in the checkout process. The value of the coupon will check on the Order Review.https://www.mageplaza.com/assets/img...pping-cart.pngTo create Shopping Cart Price Rule in Magento 2, do the following steps.To Create a Cart Price Rule:
- Step 1: Create a New Rule
- Step 2: Set the Conditions
- Step 3: Set the Actions
- Step 4: Set the Labels
- Step 5: Apply the Rule
Step 1: Create a New Rule
- On the Admin Panel, Marketing > Promotions > Cart Price Rule.
https://www.mageplaza.com/assets/img...rice-rules.png
- Click on Add New Rule and complete 4 tabs: Rule Information, Conditions, Actions, and Label.
https://www.mageplaza.com/assets/img...nformation.png
- In the General Information section, set Name for the rule and write some descriptions if need.
- Enable the rule when Status is Active.
- Assign the rule to the Website and Customer Group.This promotion is not available for guests who belong to NOT LOGGED IN group or customers who not login to their account to place order.
- Enable to apply the rule along with the coupon by selecting Specific Coupon option on Coupon field.
- Insert the Coupon Code that is entered in the checkout process to get the discount. Enable to mark the Use Auto Generation checkbox to publish the multiple coupon codes after saving the rule.
- Limit the times of using the coupon in the Uses per Coupon and User per Customer. Leave them empty if no limination.
- Uses per Coupon sets the number of times the coupon code is used.
- Uses per Customers sets the number of times the coupon code is used by the same customers.
https://www.mageplaza.com/assets/img...e-settings.png - If there are many cart price rule at the same time, should set the active time and priorty to manage well.
- Include the rule in RSS Feeds by setting Yes for the Public in RSS Feed.
Step 2: Set the Conditions
- On the Conditions tab, appear the statement “If ALL of these conditions are TRUE”The statement has two bold links “All”and “TRUE” to edit.
- Click on the ALL link, ALL and ANY options are available.
- Click on the TRUE link, TRUE and FALSE options are available.
- Leave the conditions blank if you want to apply for all products
https://www.mageplaza.com/assets/img...-statement.png
- Click on Add icon to set conditions for the rule:
- Product attribute combination
- Product subselection
- Conditions combination
- Cart Attribute
https://www.mageplaza.com/assets/img...conditions.png
- Continue tapping the Add icon and follow these steps again to add as many conditions of the cart price rule as you need
- If you want to delete any statement, just hit the Delete icon to remove it.
Step 3: Set the Actions
When all conditions have met, the Cart Price Rule applies as all actions you set here.https://www.mageplaza.com/assets/img...-2-actions.png
- In the left panel of the New Catalog Price Rule page, choose Action tab.
- In the Apply field, set to options:
- Percent of product price discount
The updated price is calculated by eliminating a percentage of original price. The discount applies for each item of the cart in turn.
The discount is a fixed number and the updated price is calculated by subtracting the discount amount. The discount applies for each item of the cart in turn.
- Fixed amount discount for whole cart
To set the discount for whole cart means the updated price is calculated by subtracting the discount from the cart total.
When there are X number of items in customer’s cart, they will receive a quantity (Y) for free - Enter the Discount Amount with only numbers.
- Step 4: Set the Labels
- Choose Labels tab.
- Under the Default Label section, insert the text in the Default Rule Label for All Store Views.
- Under the Store View Specific Labels, set the label for each store view,
https://www.mageplaza.com/assets/img...o-2-labels.pngIf your store support multiple languages, the label translation can be set for each view.Step 5: Apply the Rule
https://www.mageplaza.com/assets/img...-save-rule.pngAs usual, it will take an hour to make the new rule available. In addition, you should test the rule in the right way to ensure that it is perfect.Ref: Magento 2 User Guide It comes to the end of tutorial: How to Create a Cart Price Rule in Magento 2 . How to Create a Cart Price Rule in Magento 2
How to setup Refer Email to a Friend in Magento 2
To expand the awareness of your brand, Magento 2 allows inviting products to friends via email by setting up the Refer Email to a Friend in the configuration. For the easier way, Email a Friend link appears along with an envelope icon instantly on the product page. Just clicking on the link, customers are navigated to the Email to a Friend page, then complete all information of the email. It is possible to send to multiple recipients, however, to avoid the spam, you should set the limit of the sharing product in one hour and the number of recipients per email.The Refer Email is the great way to help you drive the traffic to your store while save much more money than other promotions. In addition, sharing by customers will make your products trustworthy in the marketplace.https://www.mageplaza.com/assets/img...ail-friend.pngTo Setup Refer Email a Friend:
- On the Admin Panel, Stores > Settings > Configuration.
- On the left panel, Catalog > Email to a Friend.
- Open the Email Templates section,https://www.mageplaza.com/assets/img...l-template.png
- In the Enable field, choose Yes to apply email template.
- Select the Email Template from the dropdown as you need. The email template default is enabled now.
- Set the Max Recipient to the maximum number of friends who are on the delivery list of an email.
- Set the Max Products Sent in 1 Hour to the maximum number of products which is allowed to email to friends by single sender in 1 hour.
- Detect the sender of email in the Limit Sending By field with 2 ways:
- IP Address: the number address of the computer.
- Cookies: Counting the times of sending email by browser cookies. But it is not safe because the sender can erase the cookie before sending.
- Save Config to finish.
Send email to a friend
- On the product page, Email a Friend link is available to tap.
- The login information is required if not login.
- Create a new account if there is not an account on your store.
- Enter Name and Email of the sender.
- Enter Name and Email of the invitee. If send to many friends at the same time, click the Add Invitee button.
- Send Email if it is ready.
https://www.mageplaza.com/assets/img...send-email.pngRef: Magento 2 User Guide It comes to the end of tutorial: How to setup Refer Email to a Friend in Magento 2 . How to setup Refer Email to a Friend in Magento 2