Frequently Asked Questions
|Admin Dashboard||Customers Tab||Reports Tab|
|Sales Tab||Marketing Tab||Stores Tab|
|Catalog Tab||Content Tab||System Tab|
Admin area is your current workplace and you should know it like nobody else. Many admin users have already stated Magento 2 Admin Panel is much better than it was in the previous version. The color choice and design make it easier to perceive and helps to use intuitively. But still, if compare it with Magento 1.x version, many habitual things are altered and you will have to learn their arrangement anew. So, let’s have a look at the transformations.
Having logged into the Admin Panel by entering your Magento dashboard login and password, you will see a default admin magento Dashboard if no custom settings have been implemented:
You can find here such data as Lifetime Sales, Average Order, Last and Top Search Terms.
At the same main panel you can also see a chart that shows orders and amounts for a chosen time period:
The snapshot reports can be shown for each particular store view in the Magento admin dashboard.
Under the tab you can observe your Orders, Invoices, Shipments, Credit Memos, Billing Agreements and Transactions.
The tab is the place for further order management. You can apply order mass actions (cancel, hold, etc.), check important order details and do many other actions related to products.
Magento 2 doesn’t allow for editing existing orders without canceling them. However, you can significantly boost your order and magento admin grid functionality with the use of the Extended Order Grid for Magento 2 admin panel customization! If you want to monitor admin and sales reps performance, use Magento track user activity module or Magento 2 Admin Log Actions.
Under the tab you can find Products and Categories options:
Using the Products option you can add and edit products, as well as manage store items on sale, coming soon or temporary not available:
The default Magento 2 functionality allows you to add new products, mass-delete the products you don’t need, change the status of the selected items, add product attributes, etc.
Also, you can learn the difference between order states and statuses or how to change, assign or create a new status and manage product attributes. To boost the native functionality, see our Extended Product Grid!
Under the Categories menu you will be able to establish root and subcategories, add new, duplicate categories or delete the categories of no interest:
Here you can add any category content you need: images, description; adjust categories display and SEO settings; decide on a product sorting order under a selected category and choose a category design theme.
Under the tab you can find All Customers and Now Online options:
By choosing All Customers menu you will manage to see the list of all the customers. Under the option you can apply mass actions, e.g.: subscribe/unsubscribe to a newsletter, assign customers to certain groups, delete customers:
Also, you can export/import customer lists and add new customers here. Besides, by clicking on a particular customer information you can edit it right on the spot, overview the order history, product reviews he/she left and other important information.
Navigate to the Now Online option to see all the customers who are currently surfing your website:
By default Magento 2 is supplied with a pack of useful marketing tools:
Navigate to the Promotions menu if you need to:
Go to the Communication and Social menus if you want to:
SEO & Search:
overview, delete, approve content generated by users like product reviews, customers feedbacks.
Under the Content menu, you can manage your store content and design. Choose the Elements settings to add, customize, remove CMS pages, widgets, static books. Go to Design if you want to install and configure a new theme or schedule automatic theme changes.
The reporting functionality has been significantly improved if compare it with the Magento 1.x version. Here you can get 5 types of reports and practically every Magento user activity log or Magento 2 admin activity log in your online shop. Using the Magento 2 admin tab you can overview customers reviews, check sales reports, customer and product statistics.
To get more informative reports on the wider range of topics take a look at the Magento 2 reports.
Under the Store tab you can make the following:
Under the System tab, Magento admin user can adjust data transfer settings, backup, cache settings, user permissions, etc.:
At last, under the Find Partners & Extensions tab, you can find platinum Magento partners and a link to the official Magento Marketplace to overview the market offers.
According to the statistics, you may find helpfull the following question about too many redirects error.