MYUNITEXDIRECT.COM USER GUIDE

MYUNITEXDIRECT.COM/MAGENTO USER GUIDE AND TIPSCreating a New Store 2Customers 3Attributes 4Creating Products & Managing Categories 5Troubleshooting 81

Creating A New Store Go to Catalog->Manage categories Click add root category & fill in the form, category should be the store name. Save. Go to system->configuration->manage stores Click create website o Enter a name (displayed value on backend) & store code (what the web address will be - no spaces) o Save Click create store o Select website you just created o Enter a name (same name as you used before) o Select name of root category (created above) o Save Click create store view o Select store you just created o enter a name & code (use same as before for both) o select enabled o Save Store is ready to use and products can be immediately added, along with adding the logo to the home page (using the CMS). Contact Ari to get permanent web address configured. Provide store code used in setup. o Permanent web address = [storecode].myunitexdirect.com o Temporary web address (available immediately after creation until permanent address is configured) myunitexdirect.com/[storecode] Testing Version of MyUnitexDirect - “Dev” Front End: Http://dev.myunitexdirect.com Back End (Admin): http://dev.myunitexdirect.com/admin Private Stores: http://dev.myunitexdirect.com/store o Ex: http://dev.myunitexdirect.com/whelan 2

CustomersAdding New Customers  Login at http://myunitexdirect.com/admin  Click Customers > Manage Customers  Click Add New Customer (Top right of page)  Fill out Account Information for new customer: o Associate to Website means the store that the user will have access to. A customer can only have access to 1 store. Do not select “admin”. o First Name o Last Name o E-mail Address o Group (leave as General) o Select whether customer is a supervisor or not. o Select customer’s supervisor from drop down. (This Supervisor must be registered BEFORE you register the customer, or you will have to go back afterward to add in the Supervisor’s information). o Enter spend limit (Do not use a dollar sign ($) in the spending limit, it will reset to 0). o Select the Spend Limit Type. (Monthly or Per Order). o Set Password.  Select Address on the left side. o Click Add New Address o Fill out the required fields:  While “Company: is not a required field in Magento, you MUST enter a company so the customer’s order can connect to Quickbooks with eCC. Copy and Paste the Company based off the name in Quickbooks  Click save customer to finish.  All this information can be edited with the exception of which store the customer is assigned to. This is permanent unless the account is deleted. 3

ATTRIBUTESCreating AttributesAttributes are used to denote size, color, etc. on a product. An attribute can be reusedacross different products if the attribute options are identical. It may be best to createdifferent attributes for similar products because if you want to change the attribute it willaffect all products that it is assigned to.  Go to Catalog -> Attributes - >Manage Attributes  Add New Attribute  Preface the attribute code with ‘UDI’  Change the following settings: o Scope: Global o Catalog Input Type for Store Owner: Dropdown o Use To Create Configurable Product: Yes  Click Manage Label/Options  In Manage Titles enter the label for the attribute under admin (leave rest blank)  In Manage Options, add a row for each attribute option under admin (leave rest blank).  If you want to change the order, enter numbers in the last column called “position”Creating Attribute SetsAttribute Sets are used to create a matrix by linking multiple attributes together. An attributecan be in an unlimited amount of different sets. Each product then is assigned to anattribute set to create the product matrix. It is possible to duplicate an existing attribute setand change one or multiple attributes for a different product. It is not possible to change theattribute set of a product once the product has been created.  Go to Catalog -> Attributes - >Manage Attribute Sets  Click add new set  Preface the attribute code with ‘UDI’  Select an existing set to base the new set on  Click save attribute set  Drag and drop the attributes you would like to use in the set from the 3rd column to the 2nd column starting under “is_imported”.  Move any ones you don’t want to use to the 3rd column (unassigned attributes)  Click save when done 4

CREATING PRODUCTS & MANAGING CATEGORIESCreating Configurable Products  Go to Catalog -> Manage Products  Click Add Product  Select attribute set & configurable product  Check box for attributes you will use  Enter the following: o Name o Short Description o SKU o Status (Enabled) o Price o Taxable goods o Websites o Categories o Associated Products (usually comes later) TIP: click “save and continue edit” before clicking associated products so you can access the quick create featureCreating Simple Associate Products  Fill in First Simple SKU  Weight = X  Status = Enabled  Visibility = Catalog  Select Attribute 1= Select Drop  Select Attribute 2 = Select Drop Down  If needed, Select Attribute 3 = Select Drop Down  Quantity = 0  Stock Availability = In Stock  Click Quick CreateAdding Existing Products to another Store  Login at http://admin.myunitexdirect.com  Catalog Menu -> Manage Products  There are 2 types of products, configurable products and simple products. 5

o Configurable products are the main products where the description, base price and other information in stored. o Simple products are the individual “SKUs” which have their own pricing only.  Both the configurable product and the simple products must be added to the new store but you only need to add the simple products that you want to add.  Select a store where the product is already active from the store view menu  Click the checkbox to select the products you want to activate in a new store. It may be helpful to expand the results set to 200 items and/or to use the search function to locate the right products by SKU.  Select “Update Attributes” from the change status menu and click submit.  Click Websites on the left side and click the checkbox for the new website you want to add it to and click save.  When you return to the Manage Products page, you can now enter the pricing for this product.Removing Product from a Store (3 different methods):For 1 simple product:  Manage Products  Select correct store view (top dropdown)  Click to edit  Click websites on left side  Uncheck box from store you want to remove it from  SaveFor multiple simple products:  Manage Products  Select correct store view (top dropdown)  Use checkboxes to select all products desired for change  Actions -> Update attributes -> submit  Click websites on left  Scroll to remove section  Check boxes of which websites you want to remove from  SaveVia the Configurable product:  Manage products  Open configurable product  Select store view (top left)  Click associated products 6

 Under super product attributes configuration change remove checkbox from items you wish to remove  SaveMass Modifying Prices  Select the store view you want  Select the products you want to change prices on using the same process as above.  Select “Update Attributes” from the change status menu and click submit.  Scroll down to price, enter the new price for this product or products. Check the “change” button to confirm this is a price change. You must click “Change” before you can enter in the price. Click save.  You can update pricing for multiple products at once but they must all be updated to the same price. Repeat this process for each group of products that needs to be set to a given price.Adding / Changing / Removing Categories  Login at http://admin.myunitexdirect.com  Catalog Menu -> Manage Categories  Select the store view you want to modify  Each store has an existing hierarchy on the left side.  You can remove or rename existing ones by clicking on them and taking action on the right side.  You can add new categories by clicking on the top level category and selecting “add subcategory” 7

TROUBLE-SHOOTINGHi Ari,Eric and I ran into an issue today while working on the Whelan Magento site….hopefullyyou will be able to help us. Eric created the 74003 Product using the attribute set“udi_74003KHAKI”. We looked at the attributes sets used for pants and determined that theattributes should be in the following order:-Color-Waist-Length/Inseam We did this for theudi_74003KHAKI attribute set but it does not look how we want (a Matrix of waistsize/inseam with a drop down for color choice) on the front end.Do you know what we aredoing wrong?Thank you! EricaHi Erica/EricAll you need to do is go to the configurable product and click associated products on the leftside.Then, in the super product attributes configuration, rearrange (by dragging) the attributes byputting the attribute you want on the vertical axis first, the horizontal axis second, and thedrop down third. After saving, you should be good to go. Please add this to thedocumentation when you have a moment.Ari 8