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Magento Go—Ge+ng Started: Part 3 12/7/11 © 2011, Magento, Inc. 1 Getting Started: Part 3—Configuring Your Checkout Process Webinar date: December 7, 2011 Presenters: Kara Heinrichs, Brillig House ([email protected]) Alyssa Gothelf, Magento Agenda for Today’s Webinar INTRODUCTION About Magento and Magento Go PRESENTATION Overview of the Getting Started webinar series Part 3—Configuring Your Checkout Process More resources to help you out QUESTIONS & ANSWERS Yes, this webinar is being recorded. The recording and the slides will be available online later.

Getting Started: Part 3—Configuring Your Checkout Processinfo2.magento.com/rs/magentoenterprise/images/M-Go... · PRESENTATION" – Overview of the Getting Started webinar series

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Page 1: Getting Started: Part 3—Configuring Your Checkout Processinfo2.magento.com/rs/magentoenterprise/images/M-Go... · PRESENTATION" – Overview of the Getting Started webinar series

Magento  Go—Ge+ng  Started:  Part  3   12/7/11  

©  2011,  Magento,  Inc.   1  

Getting Started:Part 3—Configuring Your Checkout

Process"Webinar date: December 7, 2011

Presenters: Kara Heinrichs, Brillig House ([email protected])

Alyssa Gothelf, Magento

Agenda for Today’s Webinar"

INTRODUCTION"–  About Magento and Magento Go

PRESENTATION"–  Overview of the Getting Started webinar series –  Part 3—Configuring Your Checkout Process –  More resources to help you out

QUESTIONS & ANSWERS"

Yes, this webinar is being recorded."The recording and the slides will be

available online later."

Page 2: Getting Started: Part 3—Configuring Your Checkout Processinfo2.magento.com/rs/magentoenterprise/images/M-Go... · PRESENTATION" – Overview of the Getting Started webinar series

Magento  Go—Ge+ng  Started:  Part  3   12/7/11  

©  2011,  Magento,  Inc.   2  

Introducing Magento Go"

Launched February 2011"

Ready-to-use professionally designed themes"

CSS-based theming approach"

Inline and importable translations"

Drag-and-drop layout editing"

Out-of-the-box payment gateway integrations"

Expand your store with Trusted Extensions"

Professional web design services from partners"

The Getting Started Webinar Series"

•  Part 1—Getting Your Go Store Going"

•  Part 2—Setting Up Your Catalog"

•  Part 3—Configuring Your Checkout Process"

Previous webinars are all available online

in the “Resources”

section."

Page 3: Getting Started: Part 3—Configuring Your Checkout Processinfo2.magento.com/rs/magentoenterprise/images/M-Go... · PRESENTATION" – Overview of the Getting Started webinar series

Magento  Go—Ge+ng  Started:  Part  3   12/7/11  

©  2011,  Magento,  Inc.   3  

Today’s Topics"

•  Getting Started Part 3—Configuring Your Checkout Process"–  Setting up your sales tax

•  Setting up your tax rates and calculations –  Setting up your shipping options

•  Enabling and customizing your shipping options –  Setting up your payment options

•  Enabling a payment gateway •  Enabling other payment options (like PayPal and Google

checkout) –  Where to go for more information

Page 4: Getting Started: Part 3—Configuring Your Checkout Processinfo2.magento.com/rs/magentoenterprise/images/M-Go... · PRESENTATION" – Overview of the Getting Started webinar series

Magento  Go—Ge+ng  Started:  Part  3   12/7/11  

©  2011,  Magento,  Inc.   4  

For specific questions about

each shipping and payment option, please leverage the Magento Go Knowledge Base

and support"

Setting Up Your Sales Tax"•  Key concepts •  Setting up your sales tax calculations •  Fine tuning sales tax

Page 5: Getting Started: Part 3—Configuring Your Checkout Processinfo2.magento.com/rs/magentoenterprise/images/M-Go... · PRESENTATION" – Overview of the Getting Started webinar series

Magento  Go—Ge+ng  Started:  Part  3   12/7/11  

©  2011,  Magento,  Inc.   5  

Charging the Right Sales Tax"

•  Key concepts in Magento Go"–  Tax classes –  Tax rates –  Tax rules

Customer  

Product  

has  tax  class  

has  tax  class  

Tax  rates    (by  locaIon)  

Tax  rule(s)  

Setting Up Your Sales Tax Calculations"

•  Set up your basic tax information"–  Where to go: ADMIN: Sales> Tax"–  Attributes and rules to review/set up:

•  Tax classes –  Attributes for products or customers if they’re taxed at

different rates •  Tax rates

–  Rates your must charge by geographical location •  Tax rules

–  Associates tax classes with tax rates and applies them to your store

•  Fine tune how Magento Go applies tax in your store"–  Where to go: ADMIN: System> Configuration> Tax"

Page 6: Getting Started: Part 3—Configuring Your Checkout Processinfo2.magento.com/rs/magentoenterprise/images/M-Go... · PRESENTATION" – Overview of the Getting Started webinar series

Magento  Go—Ge+ng  Started:  Part  3   12/7/11  

©  2011,  Magento,  Inc.   6  

Setting Up Your Shipping Options"•  Available options •  Using flat and table rates •  Using a shipping gateway

Lots of Shipping Models Available"

•  Set up your shipping method(s)"–  Where to go: ADMIN: System> Configuration>

Shipping Methods"–  Options available:

•  Flat shipping rates •  Table rates

–  By weight (by destination) –  By price (by destination) –  By number of items (by destination)

•  Free shipping (as a shipping method) •  Shipping gateways available out of the box for live quotes:

–  UPS –  USPS –  FedEx –  DHL

Page 7: Getting Started: Part 3—Configuring Your Checkout Processinfo2.magento.com/rs/magentoenterprise/images/M-Go... · PRESENTATION" – Overview of the Getting Started webinar series

Magento  Go—Ge+ng  Started:  Part  3   12/7/11  

©  2011,  Magento,  Inc.   7  

Important Notes for Shipping Methods"

•  You must change the Configuration Scope to your website when setting up shipping methods"

•  Handling fees need to be set up for each shipping method you offer"

•  If you’re using one of the shipping gateways (API methods), you need to have:"–  Accurate weights for all of your products –  An online account with that shipper

Setting Up Your Payment Options"•  Key concepts •  Setting up a payment gateway •  Setting up alternate payment methods or gateways

Page 8: Getting Started: Part 3—Configuring Your Checkout Processinfo2.magento.com/rs/magentoenterprise/images/M-Go... · PRESENTATION" – Overview of the Getting Started webinar series

Magento  Go—Ge+ng  Started:  Part  3   12/7/11  

©  2011,  Magento,  Inc.   8  

Accepting Payments Online"

•  Key concepts"–  Payment methods –  Payment gateway –  Merchant account

Customer   Magento  Go   Payment    Gateway  

(for  credit  card  transacIons)  

Credit  Card  Companies  

Your  Merchant    Account  

(for  card  not  present  transacIons)  

Setting Up Payment Methods and a Gateway"

•  Select your payment method(s) and set up your payment gateway"–  Where to go: ADMIN: System> Configuration> Payment Methods"–  “Cash” payment methods available out of the box:

•  Check/money order •  Bank transfer •  Cash on delivery •  Purchase order

–  Credit card processing gateways available in Magento Go: •  Authorize.net •  Braintree •  Card Gate Plus •  CCAvenue •  Cybersource •  DIBS Payment Services •  eWay Direct •  First Data Global •  iPagare •  Ogone Direct Link •  Paybox Direct •  Payone.de •  PSi Gate •  Sage Pay Direct •  Worldpay

Page 9: Getting Started: Part 3—Configuring Your Checkout Processinfo2.magento.com/rs/magentoenterprise/images/M-Go... · PRESENTATION" – Overview of the Getting Started webinar series

Magento  Go—Ge+ng  Started:  Part  3   12/7/11  

©  2011,  Magento,  Inc.   9  

Using Alternate Payment Methods or Gateways "

•  Adding PayPal"–  Where to go: ADMIN: System> Configuration>

PayPal"–  Express options add a “Checkout with PayPal” button

to your cart page –  Some PayPal options can also function as payment

gateways so customers do not leave your site to pay

•  Adding Google Checkout"–  Where to go: ADMIN: System> Configuration>

Google API"–  Adds a “Google Checkout” button to your cart page

What We Covered Today"

•  Setting up your tax calculations"

•  Setting up your shipping options and fees"

•  Selecting your payment methods and setting up a payment gateway"

•  Next steps to launch"–  Use the CMS menu to customize your page content –  Continue to customize your theme if desired –  Get your domain name and secure cert if desired

and enter that into your Magento account

Page 10: Getting Started: Part 3—Configuring Your Checkout Processinfo2.magento.com/rs/magentoenterprise/images/M-Go... · PRESENTATION" – Overview of the Getting Started webinar series

Magento  Go—Ge+ng  Started:  Part  3   12/7/11  

©  2011,  Magento,  Inc.   10  

Be sure to visit go.magento.com/support for tutorials, articles and videos to help you

get going with Magento Go!"