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Getting Started Magento, Magento

Quick tutorial accessing the Magento admin panel for your online store

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Manage your Magento 2 admin panel effortlessly and discover these essential steps to access Magento admin and logging in process to handle this interface and manage products, orders, customers easily. This guide will help you master and access Magento Admin Interface to optimize your store’s performance.

Logging In to the Magento 2 Admin Panel

1. Go to Your Web Browser

Firstly launch your desired web browser (e.g., Chrome, Firefox).

2. Access the Admin URL

Enter the URL for your Magento 2 admin panel, typically formatted as “http://abcshop.com/admin”.

3. Enter Your Credentials

  • Username

Provide your admin username.

  • Password

Enter your admin password.

  • Click on “Sign In” button

Press the “Sign In” button to access the admin panel.

Magento Login Page | BigCloudy KB

Navigating the Magento 2 Admin Interface

Understanding the Magento 2 Admin Interface is key to efficiently managing your e-commerce store. This powerful backend system offers tools for handling sales, products, customers, and more.

1. Dashboard

  • Overview

Provides a comprehensive overview of your store’s key performance indicators (KPIs), including sales, orders, and customer data.

  • Recent Orders

Displays the most recent transactions.

  • Lifetime Sales

Aggregates total revenue since the store’s inception.

  • Average Order Value

Calculates the mean value of all orders.

Access Magento Admin | BigCloudy KB

2. Sales

  • Orders

Supervise and manage all customer transactions.

  • Invoices

Access and review all issued invoices.

  • Shipments

Monitor and manage logistics processes.

  • Credit Memos

Administer refunds and returns.

  • Billing Agreements

Manage recurring billing agreements.

  • Transactions

Examine detailed financial transaction records.

  • Braintree Virtual Terminal

Access the Braintree payment gateway terminal.

Sales in Magento Admin | BigCloudy KB

3. Catalog

  •  Products

Administer product listings, including creation, modification, and deletion.

  •  Categories

Structure products into categories to enhance navigation and searchability.

Catalog in Magento | BigCloudy KB

4. Customers

  •  All Customers

View and comprehensively manage customer accounts.

  •  Now Online

Identify and monitor customers currently active on your site.

  •  Login as Customer

Log in as a customer to assist with account related issues.

  • Customer Groups

Segment customers into groups for targeted marketing and promotions.

Customers in Magento 2 | BigCloudy KB

5. Marketing, SEO & Search

i. Promotions

  • Catalog Price Rules

Establish pricing rules for catalog items.

  • Cart Price Rules

Create discounts and promotions that are applied at checkout.

ii. Communications

Oversee newsletters, email templates, and other customer engagement communications.

iii. SEO & Search

Optimize search terms and SEO settings, including URL rewrite search terms, search synonyms, and sitemaps.

iv. User Content

Manage customer reviews, including all reviews and pending reviews.

Marketing in Magento Dashboard | BigCloudy KB

6. Content, Media & Design

  • Pages

Create and manage CMS pages.

  • Blocks

Administer static blocks utilized across your site.

  • Widgets

Configure and manage widgets for dynamic content display.

  • Templates

Manage email and other templates.

  • Media Gallery

Organize and manage media files.

  • Configuration

Adjust design settings and configurations.

  • Themes

Manage and switch between different themes.

  • Schedule

Schedule design updates and changes.

Content in Magento Admin | BigCloudy KB

 7. Reports

Generate and analyze various reports on marketing, sales, customers, and business intelligence to derive actionable insights into your store’s  performance.

Reports in Magento Admin | BigCloudy KB

8. Stores

  • Settings

Configure general settings, including currency, tax, and shipping options.

  • Inventory

Manage sources and stock levels.

  • Taxes

Configure tax rules, zones, and rates.

  • Currency

Set currency rates and symbols.

  • Attributes

Manage product attributes and attribute set.

Stores in Magento 2 | BigCloudy KB

9. System

  • Data Transfer

Facilitate data import and export operations, including tax rate import/export and import history.

  • Extensions

Manage installed extensions and integrations.

  • Permissions

Define user roles and permissions.

  • Tools

Utilize cache management, backups, and other system maintenance tools.

  • Action Logs

Monitor bulk actions and system logs.

  • Other Settings

Manage notifications, custom variables, and encryption keys.

System in Magento 2 | BigCloudy KB

10. Find Partners & Extensions

Discover and install additional extensions from the Magento Marketplace.

Find Partners and Extensions | BigCloudy KB

Additional Resources

  • Magento Documentation
Tags : Getting Started Magento

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Quick tutorial accessing the Magento admin panel for your online store

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