magento2 installation guide · 2018-09-28 · magento is an ecommerce platform that allows you to...
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BBAMagento2Version1.0Extension
UserGuide
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IntroductionMagentoisanecommerceplatformthatallowsyoutomanagethelook,contentandfunctionalityofyouronlinestore.AlthoughMagentooffersawiderangeoffeaturestomanageyourwebstorewisely,itonlyoffersthepossibilitytoshipitemsfromasinglestoragewarehouse.
TheBBAMagentoModuleallowsMagentoe-CommerceStoreOwnerstoprovidethemostaffordableshippingratestotheircustomers.
UserscanstreamlinetheirshippingoperationswiththeBBAdashboard.OrdersareautomaticallyprocessedintheirBBAequippedwarehouseswhichalsoprovidesareal-timestatusofwherethepackageisinthechain.Allofthesetranslatetomorerepeatbusinessandprofitsforthestoreowner.
BBAalsoallowsforalltypesofshippinganddeliverymethods,ensuringretailersdriveandimprovesalesconversionmetrics.
ThisdocumentprovidesadetailedguidetoconfiguringBBASingle-Warehouseextension.
GettingStartedInstallingtheExtensionManyextensionsandthemesareavailableonMagentoConnect,andtheinstallationprocessvariesforeach.Someextensionsrequireadditionalconfigurationaftertheinstallation.Forcompleteinstallationandconfigurationinstructions,seethedocumentationprovidedbytheextensiondeveloper.Thefollowinginstructionsoutlinethegeneralprocess.Beforeinstallinganyextension,alwaysbackupyourstore.
LogIntoMagentoConnectManager
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Tobackupyourstore:
OntheAdminmenu,selectSystem>MagentoConnect>MagentoConnectManager.SelecttheCreateBackupcheckboxandselectthebackuptype.�Thebackupiscreatedautomatically,andlistedunderSystem>Tools>Backups.
Toinstalltheextension:ToInstallaFreeExtension:1.NavigatetotheExtensionProfile2.SelectthePlatform3.ClicktheInstallNowbutton4.SelectYourMagentoConnectChannel
NOTE:InstallingthewrongextensionkeyonMagentowillresultinanerror.DevelopershavetheabilitytochoosewhichversionsofMagentotheysupport.Supportedversionsarelistedontheextensionprofilepage.
5.Checktheboxtoagreetotheextensionlicenseagreement.6.Onceyouselectthechannelandagreetothelicensingagreement,clickGetExtensionKey.7.Theextensionkeyisrevealed.ClickSelectKeytocopythekey.8.LogintoyourMagentoStoreAdminPanel9.NavigatetoSystem>MagentoConnect>MagentoConnectManager10.PastetheextensionkeyinStep2fieldandclickInstall.MagentoConnectManagerverifiestheextensionkeyandgivesyouoptionstoCancelInstallationorProceed.11.ClickProceed.TheConsoleBoxdisplaystheresultsofyourinstall.Ifthereareanyissues,itwillbedisplayedinthisbox.12.ClickRefreshtoseethisextensionaddedtoyourExtensionsList.
Toinstalltheextensionmanually:
1. GototheMagentorootdirectory.2. Pasteallcontentsoftheextensionzipfileprovided.3. Onthecommandlinenavigatetoyoursite’srootdirectoryandtypeinthis
command:“phpbin/magentosetup:upgrade”4. Oncesuccessfulusethefollowingcommandtorecompile:“phpbin/magento
setup:di:compile”
Note:ifupgradeisunsuccessfulpleasedeletethevar/generation,var/cacheand/var/page_cachefoldersthenretry.Alsocheckifthesecommandsneedelevatedpermissions.
BasicConfigurationAdminLoginAllofthebasicconfigurationtasksareperformedfromtheMagentoAdminPanel,whichisreferredtointhisguideasyourstoreAdmin.TheinitialAdminlogincredentialsweresetup
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duringtheMagentoinstallation.Foradditionalsecurity,theAdminlogincanalsobeconfiguredtorequireaCAPTCHA.
Ifyouforgetyourusernameorpassword,atemporarypasswordcanbesenttotheemailaddressthatisassociatedwiththeaccount.
AdminLogin
BBAAPIConfiguration
TheBBAAPIConfigurationsectionallowstheusertosettheAPIcredentialsrequiredtoconnecttotheBBASystem.ThiswillallowthemagentoinstallationtointegrateandreceivedataseamlesslyfromBBA.
ToconnecttoBBA:
1. Logintotheadminpanel.2. GotoStore→Configuration
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ConfigurationMenu
3. ClickSales→Shippingmethods
4. NowyouwillfindBBALogisticsconfigurationlikebelow:
ShippingMethodMenu
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BBALogisticsConfigurationform
Field Description
Enabled SetthisconfigurationtoYestoenableBBAshippingmethods.
Title EnteraTitleforthisshippingmethod.ItwillbedisplayedduringcheckoutontheMagentofrontend.
ShowShippingCalculatorinProductPage
SetvaluetoYestoturnthisfeatureon.
UnitofMeasure SelectCentimeter,Inch
UnitofWeight SelectKilogram,Pounds,OunceorGrams
DefaultPackageHeight SpecifytheDefaultPackageHeight.Defaultvalueis1.DuringanAPIcall,itwillbesenttoBBAifBBAoptionsbyproductareempty.
DefaultPackageLength SpecifytheDefaultPackageLength.Defaultvalueis1.DuringanAPIcall,itwillbesenttoBBAifBBAoptionsbyproductareempty.
DefaultPackageWidth SpecifytheDefaultPackageLength.Defaultvalueis1.DuringanAPIcall,itwillbesenttoBBAifBBAoptionsbyproductareempty.
DefaultPackageWeight SpecifytheDefaultPackageWeight.Defaultvalueis1.DuringanAPIcall,itwillbesenttoBBAifBBAoptionsbyproductareempty.
EnableOrderExporttoBBA SetthisconfigurationtoYestoturnOrderExporttoBBAon.
ShiptoApplicableCountries Ithave2choice:AllallowedCountriesandSpecificCountries
ShiptoSpecificCountries Ifyouset“ShiptoApplicableCountries”with“SpecificCountries”youcanchooseandsetthisvalues.
SortOrder
Allowstheusertosortavailableshippingmethods
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BBALogisticsAPICredentialform
Field Description
EnableAPI Setenable/disableAPI
Username EnteryourBBAaccountusername.
Password EnteryourBBAaccountpassword.
ApplicationID EntertheApplicationIDprovidedbyBBA.
ApplicationSecretKey EntertheApplicationSecretKeyprovidedbyBBA.
AuthorizationCode EntertheAuthorizationCodeprovidedbyBBA.
AfteryousetallBBALogisticsconfigurationvalues,click“SaveConfig”button.
Note:AdditionalsettingsneedtobeconfiguredontheBBAinterfacetobeabletoimportdatatotheBBAsystem. OrderHandlingAssoonasanorderhasbeenplaceditgetsimportedintotheBBASystemandaddedtothePendingShipmentsListreadytobeprocessed.Inmagento,theconfirmedorderisfoundonorderssectionandcontainstheshippinginformationandthetrackingdetailsassoonastheShipmenthasbeenbookedontheBBAside.Tofindanorder:
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1. Gototheadminpanel.2. FromthenavigationbaratthetopofthepageselectSales>Orders3. SelectthedesiredorderandClickon“View”toshowtheorderdetails.4. UnderShippingandHandlingInformationyoushouldseetheshippingmethodusedand
trackingdetailsiftheorderhasalreadybeenbooked.
StoreFront
LocationWidget&ShippingCalculatorThe Location widget is a feature that validates a buyer’s address and searches it within the BBA Logistics’ database. To get a list of state, postcode, or city, the widget sends a request to the BBA System to check if the location provided is serviceable. If it is, the Shipping calculator logic gets all relevant shipping rates and includes all additional costs then outputs them as shipping methods.
Orderhandling
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ProductPageInthemagentoproductpage,thelocationwidgetandshippingcalculatorprovidesawaytodeterminethebestmethodandratetoshipthespecificproducttakingintoconsiderationtheitem’slocation,destination,price,weightandothervariables.Togetavailableshippingmethods:
1. GototheStoreFront.2. Selecttheproductwewanttoinspectbyclickingonit.3. SelectaCountryfromthelocationwidget.4. SelectaPostcodefromthelocationwidget.5. Clickon“Estimate”linkandwillshowformlikebelow:
EstimateShipping
6. ToshowcompleteShippingmethodavailableclick“ViewMore”button.
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7. ToaddtheproducttoCart,clickon“ADDTOCART”button.
ShoppingCartInthemagentoshoppingcart,thelocationwidgetandshippingcalculatorprovidesawaytodeterminethebestmethodandratetoshipthealltheproductsinthecarttakingintoconsiderationtheitems’location,destination,totalprice,totalweightandothervariables.
Togetavailableshippingmethods:
1. GototheStoreFront.2. Selecttheproductstoaddtocart.3. Clickonthe“Cart”linkonthetoplefthadcornerthenclickon“ViewandeditCart”.
completeshippingmethod
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4. Click“estimateShippingandTax”linkandfillCountry,Zip/Postalcodeandcitytogetshippingmethodavailable.
EstimateShippingandtaxform
viewandeditcartlink
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Checkout
Inthecheckoutpage,thelocationwidgetandshippingcalculatorprovidesawaytodeterminethebestmethodandratetoshipthealltheproductsinthecarttakingintoconsiderationtheitems’location,destination,totalprice,totalweightandothervariables.AllBBAshippingmethodsareretrievedfromtheBBASysteminrealtime.Togetavailableshippingmethodsduringcheckout:
1. AfterClickingonthe“ProceedtoCheckout”buttonontheShoppingCartpage,itwillredirectyoutocheckout.
2. Filloutallrequiredinformationincludingthecountryandpostcodefields.Alternatively,youcanloginwithyouraccountanditwillauto-populateallthefields.
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3. Under“ShippingMethods”magentowillshowtheavailableshippingmethodsaccordingtotheinformationyouenteredpreviously.
OrderDetailsTechnicallyadefaultfeatureofmagento,theOrderDetailspagedisplaystheshipmentinformationandaswellasthetrackingspecificsfromtheBBAsystemwhentheorderhassuccessfullybeenbooked.Toviewtheorderdetails:
1. LogintoyouraccountontheStoreFront.2. Clickonthe“MyOrders”linkontheleftsideofthepage.
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3. Selectanordertoviewandthenclick“VIEWORDER”
ViewOrderLink
OrderDetail