Magento 2 Admin Panel

Since the first release in 2008, Magento has become a leading eCommerce platform. Magento is well known for its out-of-the-box features, incredible customizability, and extensibility.

Although Magento 1 quickly dominated the market with its stunning functions, the platform was still complained due to its complexity. Magento 1 Admin Panel seemed relatively confusing for non-technical users.

The launch of Magento 2 has brought breakthrough enhancements in terms of both functionality and user experience. The brilliant backend interface is one of the most impressive improvements.

If you plan to build an online store on Magento 2 or migrate your Magento 1 site to Magento 2, this post is for you. In today’s article, we will thoroughly look into the Magento 2 Admin Panel.

Let’s get started!

Table of contents

Magento 2 Admin Panel, also known as Magento 2 backend, is a standalone interface where store owners access and manipulate data.

Day-to-day operations that can be done from the administrative interface includes updating products, processing orders, launching promotional campaigns, creating new posts, etc. The website backend is also where the storefront’s design is changed, widgets are added, and third-party extensions are enabled and configured.

Magento 2 Admin Panel has a transparent structure with ten main components positioned on the left sidebar. We will explore these components one by one below.

Admin Dashboard

When logging into your Magento 2 admin area, you will see the Admin Dashboard as a default startup page if no custom settings are implemented.

Magento 2 Admin Dashboard
Magento 2 Admin Dashboard

The Magento 2 Admin Dashboard shows a snapshot of overall sales for each selected store view. On the left, you can see data of total lifetime sales, average order amount, the most recent orders, the last search terms, and the top search terms. The previous orders section lists down five newest purchases with details of the customer’s name, number of items, and order value.

Quick reports
Quick reports

At the center of the workspace, five tabs provide quick reports about your bestseller and most viewed products, the new and regular customers, and the Yotpo reviews as well.

From here, you can enable a chart to visualize your data.

Enable charts
Enable charts

You have to navigate to Stores > Settings > Configuration, under the Advanced tab, choose Admin, in the Dashboard section, set Enable Charts to Yes. Once done, tap Save Config and flush the cache.

Back to the dashboard page, you will see bar charts of orders and amounts for a chosen period.

Sales data is displayed in charts
Sales data is displayed in charts

You can toggle between the Orders and Amounts tab easily.

The chart of orders indicates a trend in the number of orders. Below the graph are figures for total revenue, tax, shipping, and quantity.

The amounts’ graph illustrates a movement of order amounts during the specified time range.

Sales Tab

All of the order processing steps on your Magento 2 site are well managed under the Sales section.

Magento 2 Sales Tab
Magento 2 Sales Tab

Orders

Order grid
Order grid

The Magento 2 order grid provides the most critical information of orders. Store admins can customize this table to display what they want. They can also extend the default function by adding more columns to this grid.

You can also export orders from the order grid if you need to backup, analyze, or transfer data to another system.

To reduce the admin workload, Magento 2 allows users to apply some actions to bulk orders. More custom actions like changing order status, adding comments, or sending emails to customers would require an Advanced Mass Order Actions module.

Order detail page
Order detail page

When clicking on an individual order, you will be moved to the order details page, which shows all the purchase’s relevant information.

It is worthy to note that Magento 2 does not allow editing existing orders but canceling them and creating new ones. However, you can overcome this limitation with the help of the Mageplaza Edit Order extension.

Create an order in Magento 2 backend
Create an order in Magento 2 backend

Apart from handling purchases made by customers on the store frontend, admins can also generate new orders in the backend.

Learn more How to Manage Orders Effectively by Better Order Grid

Invoices

Invoice grid
Invoice grid

Here is where PDF Invoices are generated. Magento only allows printing invoices for internal uses. To send printable PDF invoices to your client, you will need a Magento 2 PDF Invoice plugin.

Shipments

Shipment grid
Shipment grid

From this table, merchants can track the delivery, create PDF shipments, and print shipping labels.

Credit Memos

Credit Memo grid
Credit Memo grid

PDFs of the Credit Memos are created in this section. The grid provides a quick view of the created date, order number, order date, bill-to name, status, and refunded amount.

Billing agreements

Billing agreement grid
Billing agreement grid

The billing agreements grid records all billing agreements between the store and the customers. Each record contains general information about the billing agreement and all sales orders using it as a payment method.

Transactions

Transaction grid
Transaction grid

This section displays all information related to transactions. You can also see when a transaction was created and where it is closed or not.

Catalog Tab

From the Magento 2 Admin Panel, store admin can effortlessly update their categories and products by accessing the Catalog section.

Magento 2 Catalog Tab
Magento 2 Catalog Tab

Products

Under Catalog > Products, you can manage all items on your online store, whether in stock or temporarily out of stock.

You will get essential information from the product grid, including product thumbnail image, name, product type, price, and quantity. Magento 2 default functionality allows adding new items, importing bulk products, mass-deleting unnecessary ones, changing product status, or updating product attributes.

Magento supports six common product types: simple, configurable, grouped, virtual, bundle, and downloadable. Merchants are empowered to create more types of products to satisfy customer needs like the gift card, store credit, or membership with Magento 2 extensions.

Product grid
Product grid

In the product details page, you can easily set the product’s price and discounted price, define its tax class, configure its attributes, add related, cross-sell, or up-sell products, create product options, if any, and more.

It may be complicated to get used to some definitions like product attribute, attribute set, visibility, and salable quantity in Magento 2. However, all of these sophisticated features help ensure comprehensive product management.

Add a product
Add a product

Categories

To enable visitors to navigate the site and quickly find their desired items, admins must organize products into different categories. In Magento 2 Admin Panel, under Catalog -> Categories, admin can add root categories and subcategories or delete those no longer usable.

Category settings
Category settings

In the content section, you can update the images and descriptions for the selected category. You can choose a display mode in the display setting, set category as anchor to enable layered navigation on the storefront category page. Moreover, you are allowed to configure SEO elements, manage products within the chosen category, and select a design theme and layout in this working area.

Customers Tab

When pressing on the Customers option in the Magento 2 backend, you will get three sub-components: All Customers, Now Online, and Customer Groups.

Magento 2 Customers Tab
Magento 2 Customers Tab

The customer grid lists all customers registered on your online store with general information such as name, email, customer group, phone number, addresses, etc. Here you can do mass-actions like subscribe to the newsletter, unsubscribe from the newsletter, and assign customers to a specific customer group. Additionally, Magento 2 also allows users to create new customers or import/export customer lists from the backend.

Customer grid
Customer grid

On the customer details page, you will see more useful information classified into different sections logically. From here, you can create an order or reset the password on behalf of your customer, or delete his/her account permanently. You can also edit his/her data right on the spot, as well as overview order history, current shopping cart, product reviews, and wishlist.

Customer detail page
Customer detail page

For better customer management, you can learn to add custom attributes to the customer grid.

By navigating to the Now Online, you will see all active visitors on your Magento 2 store.

When accessing Customer Groups, you will find some default groups of customers, such as General, Wholesaler, Retailer, and Not Logged In, and their tax class.

Customer group grid
Customer group grid

From here, you can add new customer groups to accomplish your unique business purposes.

Marketing Tab

There is a powerful pack of marketing tools in the Magento 2 Admin Panel.

Magento 2 Marketing Tab
Magento 2 Marketing Tab

Promotions

From here, business owners are empowered to create unlimited promotional rules. When campaigns are active, customers will get discounts if their carts meet determined conditions.

Catalog Price Rules
Catalog Price Rules
Cart Price Rules
Cart Price Rules

The catalog price rules have conditions based on product attributes like category, color, size, SKU, etc. Meanwhile, the shopping cart price rules set promotions based on cart attributes such as subtotal, total items quantity, shipping method, payment method, or a combination of both product and cart attributes.

Discounts can be applied as a fixed amount, a percentage of the product original price or the whole cart, or buy X get Y option.

Discount actions
Discount actions

Communication

Here is where you can set up regular email communications with your clients and subscribers and carry out proper email marketing campaigns.

You are free to add and customize new email templates and schedule your newsletter emails.

There are multiple ready-to-use templates for you to make use of.

Email templates
Email Templates

SEO & Search

In this admin area, you will find the most in-demand search terms used by your customers. Also, you can rewrite URLs to avoid broken links issues, and generate XML sitemaps as well.

These practices aim to better your SEO performance and help your store achieve higher rankings on Google.

User Content

Under this section, you can control content created by the customers or visitors on the front. You can approve or disapprove, edit or delete each review left.

Content Tab

Magento is often considered a Content Management System (CMS); thus, the content is an indispensable component of the admin settings.

Magento 2 Content Tab
Magento 2 Content Tab

Elements

You can add, edit, or delete CMS pages, static blocks, and widgets with ease under the Elements section. In Magento 2, CMS pages are used to display some parts of your catalog or other essential information. Blocks are created to add and manage HTML code’s chunks. And widgets are added to static blocks to extend the default functionality.

Design

You can configure storefront themes, design header/footer in the Design part, and schedule automatic theme changes.

Magento 2 provides a default theme called Luma. However, to make your store’s visual more impressive, you should consider adding a custom theme that fits explicitly with your products or services.

Reports Tab

The Magento 2 reporting functionality has significant improvements compared to its predecessor. From Magento 2 backend, you can get eight different report types covering almost all your online store operations.

Magento Reports Tab
Magento 2 Reports Tab

Marketing

Reports in this section deliver metrics of shopping carts, the most/least popular search terms, abandoned carts, and newsletter problems. Reviewing these figures helps you evaluate your marketing efforts precisely and make proper adjustments.

Reviews

Here, you can obtain all customers’ feedback segmented by customers or products. When doing online business, customers’ reviews are valuable assets that you should never overlook.

Sales

This section perhaps contains the most vital reports for every merchant. You will find detailed statistics of orders, invoiced orders, taxes, shipping costs, refunds, coupons, PayPal, and Braintree settlements in this workspace.

Orders report
Orders reports

For each report type, you can generate reports for specific time ranges easily.

Customers

Here you can find reports on order total, order count, and newly created accounts.

You can set a time interval and click on the Refresh button to generate a new report. You can also export a report to a CSV or Excel XML instantly.

Products

When navigating to this section, you will know what your best-selling products are, how many times each product was viewed/ordered, and the stock levels of all items within a particular period.

Bestsellers report
Bestsellers report

Related post: Magento 2 Manage Sales Reports in Dashboard

Stores Tab

Magento 2 supports merchants to effortlessly expand their businesses globally by enabling them to create and manage multiple websites, stores, and store views on one Magento instance. From the Magento 2 admin area, you will find all stores’ settings such as company information, domain, language, currency, etc. in the Stores section.

If you are not much familiar with Magento 2, these configurations may be a bit overwhelming. However, only a few settings are required to start your online business.

Magento 2 Stores Tab
Magento 2 Stores Tab

By going to Stores > Settings > All Stores, you can create unlimited websites, stores, or store views. You can determine which website the new store will be added.

All stores grid
All stores grid

You can alter settings of each store view by navigating to the Configuration section. In the General tab, you can set the default country and choose countries you allow customers to make purchases.

Store Configuration
Store Configuration

Scroll down; you will have to enter all details of your store in Store Information settings.

Store Information
Store Information

In the Web tab, you will find the settings of Url Options, Search Engine Optimization, Base URLs, Base URLs (Secure), etc.

Store URLs settings
Store URLs settings

The Base URL is your store domain, in which visitors enter on the browsers to access your site. This URL may have been defined when you installed Magento.

If your site has an SSL certificate, you can toggle both Use Storefront and Admin Secure URLs to Yes.

Magento 2 supports store admins to set base currency easily, the allowed currency, and choose currency converter API in the Currency Options section.

Configure currency
Configure currency

In the Store Email Addresses sub-menu, you can set Sender Name, and Sender Email of the contact used to communicate with your customers. At least, you should set up credentials for your General Contact, Sales Representative, and Customer Support.

Store email addresses
Store email addresses

Moreover, you can enable the Contact Us to help customers actively reach out to you.

Enable Contact Us
Enable Contact Us

Within Catalog settings, you can enable or disable Product Reviews and allow or deny guests to write reviews.

Allow Product Reviews
Allow Product Reviews

You can also configure the Product Alerts function to notify customers about changes in product stock or price.

Turn on Product Alerts
Turn on Product Alerts

System Tab

Magento 2 allows admin users to set up or adjust settings for data transfer, backup, cache, user roles, etc. in the System tab.

Magento 2 System Tab
Magento 2 System Tab

By default, you can bulk import products, advanced pricing, customers and customers addresses, tax rates, etc.

Import function
Import function

You can also export those data to CSV files easily.

Export function
Export function

The creation of user roles and new users is placed under the Permissions section.

Manage user roles
Manage user roles

You can insert general information and set a password for a new user.

Add a new user
Add a new user

Additionally, the control of system updates, problems, or hacking attacks is also placed under the System section in the Magento 2 backend.

Find Partners & Extensions Tab

The last component of Magento 2 Admin Panel is Find Partners & Extensions. From here, you will be redirected to the official Magento Marketplace and find plenty of platinum Magento partners and incredible extensions.

Magento 2 Find Partners & Extensions Tab
Magento 2 Find Partners & Extensions Tab

Conclusion

To sum up, Magento has implemented considerable changes in the Magento 2 Admin Panel. Magento 2 backend utilizes fewer colors, has a smarter design with all main components accessible from the left sidebar. These changes make the newer version of the platform less overwhelming and much more user-friendly.

We hope that this blog has made you familiar with Magento 2 administrative interface and ready to use it intuitively.

EXPERIENCE MAGENTO 2 ADMIN PANEL

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