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BBA Magento2 Version 1.0 Extension User Guide

Magento2 Installation Guide · 2018-09-28 · Magento is an ecommerce platform that allows you to manage the look, content and functionality of your online store. Although Magento

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Page 1: Magento2 Installation Guide · 2018-09-28 · Magento is an ecommerce platform that allows you to manage the look, content and functionality of your online store. Although Magento

BBAMagento2Version1.0Extension

UserGuide

Page 2: Magento2 Installation Guide · 2018-09-28 · Magento is an ecommerce platform that allows you to manage the look, content and functionality of your online store. Although Magento

IntroductionMagentoisanecommerceplatformthatallowsyoutomanagethelook,contentandfunctionalityofyouronlinestore.AlthoughMagentooffersawiderangeoffeaturestomanageyourwebstorewisely,itonlyoffersthepossibilitytoshipitemsfromasinglestoragewarehouse.

TheBBAMagentoModuleallowsMagentoe-CommerceStoreOwnerstoprovidethemostaffordableshippingratestotheircustomers.

UserscanstreamlinetheirshippingoperationswiththeBBAdashboard.OrdersareautomaticallyprocessedintheirBBAequippedwarehouseswhichalsoprovidesareal-timestatusofwherethepackageisinthechain.Allofthesetranslatetomorerepeatbusinessandprofitsforthestoreowner.

BBAalsoallowsforalltypesofshippinganddeliverymethods,ensuringretailersdriveandimprovesalesconversionmetrics.

ThisdocumentprovidesadetailedguidetoconfiguringBBASingle-Warehouseextension.

GettingStartedInstallingtheExtensionManyextensionsandthemesareavailableonMagentoConnect,andtheinstallationprocessvariesforeach.Someextensionsrequireadditionalconfigurationaftertheinstallation.Forcompleteinstallationandconfigurationinstructions,seethedocumentationprovidedbytheextensiondeveloper.Thefollowinginstructionsoutlinethegeneralprocess.Beforeinstallinganyextension,alwaysbackupyourstore.

LogIntoMagentoConnectManager

Page 3: Magento2 Installation Guide · 2018-09-28 · Magento is an ecommerce platform that allows you to manage the look, content and functionality of your online store. Although Magento

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

Page 4: Magento2 Installation Guide · 2018-09-28 · Magento is an ecommerce platform that allows you to manage the look, content and functionality of your online store. Although Magento

duringtheMagentoinstallation.Foradditionalsecurity,theAdminlogincanalsobeconfiguredtorequireaCAPTCHA.

Ifyouforgetyourusernameorpassword,atemporarypasswordcanbesenttotheemailaddressthatisassociatedwiththeaccount.

AdminLogin

BBAAPIConfiguration

TheBBAAPIConfigurationsectionallowstheusertosettheAPIcredentialsrequiredtoconnecttotheBBASystem.ThiswillallowthemagentoinstallationtointegrateandreceivedataseamlesslyfromBBA.

ToconnecttoBBA:

1. Logintotheadminpanel.2. GotoStore→Configuration

Page 5: Magento2 Installation Guide · 2018-09-28 · Magento is an ecommerce platform that allows you to manage the look, content and functionality of your online store. Although Magento

ConfigurationMenu

3. ClickSales→Shippingmethods

4. NowyouwillfindBBALogisticsconfigurationlikebelow:

ShippingMethodMenu

Page 6: Magento2 Installation Guide · 2018-09-28 · Magento is an ecommerce platform that allows you to manage the look, content and functionality of your online store. Although Magento

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

Page 7: Magento2 Installation Guide · 2018-09-28 · Magento is an ecommerce platform that allows you to manage the look, content and functionality of your online store. Although Magento

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:

Page 8: Magento2 Installation Guide · 2018-09-28 · Magento is an ecommerce platform that allows you to manage the look, content and functionality of your online store. Although Magento

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

Page 9: Magento2 Installation Guide · 2018-09-28 · Magento is an ecommerce platform that allows you to manage the look, content and functionality of your online store. Although Magento

ProductPageInthemagentoproductpage,thelocationwidgetandshippingcalculatorprovidesawaytodeterminethebestmethodandratetoshipthespecificproducttakingintoconsiderationtheitem’slocation,destination,price,weightandothervariables.Togetavailableshippingmethods:

1. GototheStoreFront.2. Selecttheproductwewanttoinspectbyclickingonit.3. SelectaCountryfromthelocationwidget.4. SelectaPostcodefromthelocationwidget.5. Clickon“Estimate”linkandwillshowformlikebelow:

EstimateShipping

6. ToshowcompleteShippingmethodavailableclick“ViewMore”button.

Page 10: Magento2 Installation Guide · 2018-09-28 · Magento is an ecommerce platform that allows you to manage the look, content and functionality of your online store. Although Magento

7. ToaddtheproducttoCart,clickon“ADDTOCART”button.

ShoppingCartInthemagentoshoppingcart,thelocationwidgetandshippingcalculatorprovidesawaytodeterminethebestmethodandratetoshipthealltheproductsinthecarttakingintoconsiderationtheitems’location,destination,totalprice,totalweightandothervariables.

Togetavailableshippingmethods:

1. GototheStoreFront.2. Selecttheproductstoaddtocart.3. Clickonthe“Cart”linkonthetoplefthadcornerthenclickon“ViewandeditCart”.

completeshippingmethod

Page 11: Magento2 Installation Guide · 2018-09-28 · Magento is an ecommerce platform that allows you to manage the look, content and functionality of your online store. Although Magento

4. Click“estimateShippingandTax”linkandfillCountry,Zip/Postalcodeandcitytogetshippingmethodavailable.

EstimateShippingandtaxform

viewandeditcartlink

Page 12: Magento2 Installation Guide · 2018-09-28 · Magento is an ecommerce platform that allows you to manage the look, content and functionality of your online store. Although Magento

Checkout

Inthecheckoutpage,thelocationwidgetandshippingcalculatorprovidesawaytodeterminethebestmethodandratetoshipthealltheproductsinthecarttakingintoconsiderationtheitems’location,destination,totalprice,totalweightandothervariables.AllBBAshippingmethodsareretrievedfromtheBBASysteminrealtime.Togetavailableshippingmethodsduringcheckout:

1. AfterClickingonthe“ProceedtoCheckout”buttonontheShoppingCartpage,itwillredirectyoutocheckout.

2. Filloutallrequiredinformationincludingthecountryandpostcodefields.Alternatively,youcanloginwithyouraccountanditwillauto-populateallthefields.

Page 13: Magento2 Installation Guide · 2018-09-28 · Magento is an ecommerce platform that allows you to manage the look, content and functionality of your online store. Although Magento

3. Under“ShippingMethods”magentowillshowtheavailableshippingmethodsaccordingtotheinformationyouenteredpreviously.

OrderDetailsTechnicallyadefaultfeatureofmagento,theOrderDetailspagedisplaystheshipmentinformationandaswellasthetrackingspecificsfromtheBBAsystemwhentheorderhassuccessfullybeenbooked.Toviewtheorderdetails:

1. LogintoyouraccountontheStoreFront.2. Clickonthe“MyOrders”linkontheleftsideofthepage.

Page 14: Magento2 Installation Guide · 2018-09-28 · Magento is an ecommerce platform that allows you to manage the look, content and functionality of your online store. Although Magento

3. Selectanordertoviewandthenclick“VIEWORDER”

ViewOrderLink

OrderDetail