Initial Magento configuration with Magenting

Article ID #1057
Revision: 1.4
Last update: 2012-04-15

At first, we were linking to So you want a real Store, not a demo article at MagentoCommerce wiki for initial Magento configuration.
Now we have optimized the installation process and automated some common boring things via our autoinstaller, so the process of initial configuration is now more simple. Some settings still needs to be set, as they are specific for every Store. This is our short checklist of initial post-configuration.

Though, you still can use the MagentoCommerce article for thorough setup.

 

 

Configuration changes

Login to Magento backend and navigate to System tab, change the following options (by default, we set them unconfigured or empty):

  • System
    • Config
      • General→Store Information: This information is used in some subtle places, like emails.
      • General→Store Email Addresses
        • Ensure that the emails are set for General, Sales, and Customer.
        • Make sure that the email addresses exist, and can receive emails.
      • General→Contacts: You will likely want to disable the Contact Us page, unless the store is your entire site. If you don’t disable it, make sure the email address works.
      • Customer→Customer Configuration→Create New Account Options: Make sure that the default email domain is set to your domain.
      • Sales→Sales→Invoice and Packing Slip Design: Make sure you have YOUR address in there.
      • Sales→Tax: Check everything to make sure it is right for your country.
      • Sales→Shipping Settings→Origin: Make sure this uses YOUR location
      • Sales→Shipping Methods: Make sure you set up a method, and have it properly configured. The default (flat rate) might work for some people, but if you take that route, you probably want to change the amount to something more business like (for example, $6.95.). For configuring Flat rate shipping please refer to How do I Set Up Table Rate Shipping in Magento.
        • If you changed shipping methods, test it to make sure everything works as expected.
      • Sales→Google API: It is most likely that you want to enable Google Analytics. If you don’t know what this is, Google it, use it, love it.
      • Sales→Payment Methods: Make sure you select something other than the default, and configure it. The most common payment module is a PayPal, please use instructions from this article. For configuring Google Checkout payment method please refer to this article. For other payment modules please use instructions supplied with the module.
        • Make sure your payment method is properly tested by running at least 1 test transaction.
        • After testing, make sure that your payment method is NOT in debug mode. Some (most?) processing modules will drop the payment if it is in debug or test mode.

Cronjobs

If you are using any feature that functions at intervals, you will need to make sure your cron jobs are set up. Setting up cronjobs with Magenting is a single button click at your Store settings in the Magenting panel.

 

Terms and conditions

It is likely that you will need to ensure your customers agree to your Terms and Conditions before you take their money.

First, go to System→Sales→Checkout→Checkout Options and enable the Terms and Conditions.

Second, go to Sales→Terms and Conditions. Add a new condition. Everything is fairly straightforward except for the Content Height. If you put the full text of your terms and conditions in here, leave it alone. If your “content” was only a link to the place on your site where you keep terms and conditions, you will want to set the height to ‘1.2em’.

 

Eliminating Default Logos

You will want to use your logo in the emails and elsewhere, not the Magento or default theme logo.To change the logo please use instructions provided in How do I change Magento logo article.

If you wish to upload your own skin instead of pre-installed or need to change it, please use the following instructions:

  • Open your FTP client
  • Navigate to store/skin/frontend/default.
  • Add a new folder and give it the name of your skin, or change directory to existing skin name if you plan to customize it (just make sure that your skin is not going to be overwritten on upgrades, as default one)
  • Inside theme folder
    • Add your own favicon. (Add an icon file with your logo. It should be named favicon.ico)
    • Add a sub-folder named images
      • In the images folder add your logo. You will need your logo for each of the following files:
        • logo.gif
        • logo_email.gif
        • logo_print.gif
      • Replace the so called “No Picture” images with something that doesn’t include the Magento logo. These images are:
        • catalog/products/placeholder/image.jpg
        • catalog/products/placeholder/small_image.jpg
        • catalog/products/placeholder/thumnbail.jpg
  • Go to System→Configuration→General→Design→Themes and change skin to the name you used for the folder. This is usually case sensitive, so be careful. Remember to save your changes.
  • Go to System→Cache Management. Next to “All Cache” select “Refresh” and click “Save Cache Settings”.

 

Email

You should still review the email content to make sure you like all the default emails.

To view and/or edit your templates, go to Admin > System > Transactional Emails. Click ‘Add new template’ and you will be able to load, modify, and save any email templates you need.

If you save any modified templates, you will need to set the proper configuration options. Go to System→Configuration. Here you will point various options to the new email templates. Here is a list of emails you may be likely to change:

  • Customers→Newsletter
    • Unsubscription Email Template = Newsletter unsubscription success
    • Success Email Template = Newsletter subscription success
    • Confirmation Email Template = Newsletter subscription confirmation
  • Customer→Customer Configuration
    • Create New Account Options
      • Default Welcome Email = New account
      • Confirmation Link Email = New account confirmation key
      • Welcome Email = New account confirmed
    • Password Options
      • Forgot Email Template = New password
  • Customer→Wishlist
    • Share Options
      • Email Template = Share Wishlist
  • Sales→Emails
    • Order
      • New Order Confirmation Template = New Order
      • New Order Confirmation Template For Guest = New Order For Guest
    • Order Comments
      • Order Comment Email Template = Order Update
      • Order Comment Email Template For Guest = Order Update For Guest
    • Invoice
      • Invoice Email Template = New Invoice
      • Invoice Email Template For Guest = New Invoice For Guest
    • Invoice Comments
      • Invoice Comment Email Template = Invoice Update
      • Invoice Comment Email Template For Guest = Invoice Update For Guest
    • Shipment
      • Shipment Email Template = New Shipment
      • Shipment Email Template For Guest = New Shipment For Guest
    • Shipment Comments
      • Shipment Comment Email Template = Shipment Update
      • Shipment Comment Email Template For Guest = Shipment Update For Guest
    • Credit Memo
      • Credit Memo Email Template = New Credit Memo
      • Credit Memo Email Template For Guest = New Credit Memo For Guest
    • Credit Memo Comments
      • Credit Memo Comment Email Template = Credit Memo Update
      • Credit Memo Comment Email Template For Guest = Credit Memo Update For Guest

A real Home Page

To change the default Home Page navigate to System→CMS→Manage pagesHome page. Seed your home page with a dummy order containing anything you need to show up.

An alternative way to get content onto the home page quickly is to simply point the Default Web URL for your site to the product category or product you most want people to see. Find the URL you want (for example, from the Catalog→URL Rewrite Management page) then enter it in System→Configuration→Web→Default Pages→Default Web URL. Check that the Current Configuration Scope at the top left is set to the site you want to change, and press Save Config.

 

 

Change 404 page

From CMS→Manage Pages you can reach the 404 error page (we did this for the dog, remember?) You’ll want to revise the last half of the text to match your specific site’s needs. Make sure to hit save after making your changes.

 

Community Poll

Last, but not least, there is a Community Poll which has nothing to do with anything, and needs serious revision or removal.

Go to CMS→Poll Manager and click on the poll you see there. Delete the poll. If you DO have a substantial question to ask your visitors, go ahead and create a new one; but, deleting the old one first will remove the temptation to emulate it, ensuring that your new poll doesn’t feel canned.

 

Delete test tags

  • Tags [Catalog → Tags]: Even if you remove all the products in the store, the associated tags remain. Simply go to Catalog → Tags in the admin, and perform the DELETE mass action (on the right) for all tags that should be deleted.
  • Searches [Catalog → Search]: These are probably search results irrelevant to your store.
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