16/08/2021 5 min read Author: softgorillas

Sylius Administration Panel — how to navigate it?

Sylius Ecommerce

On the Left Side of the Panel

On the left side of the panel, you will find a navigation section for browsing through individual tabs. It is divided into the following main sections:

  • Catalog
  • Sales
  • Customer
  • Marketing

Starting with the first section, Catalog:

Taxonomy

  • Organize Items: This section allows you to group items with similar characteristics into categories, which are reflected in the store’s navigation menu.
    • Flat Taxonomy: A simple list of items grouped into categories that are considered equivalent.
    • Hierarchical Taxonomy: A tree-like structure where some categories are superior to others based on the store’s priorities.

When you open the Taxonomy section, a form titled “New Taxonomy — Manage Product Categorization” will appear.

Taxonomy Example

After filling in the necessary fields (marked with *), such as:

  • Code: A unique identifier for the category (determines if it’s a main or subcategory).
  • Language: The language associated with the taxonomy.
  • URL fragment: Auto-generated based on the Name.
  • Name: The name of the category.

When opening the Taxonomy section, the form “New taxonomy — Manage product categorization” appears.

https://demo.sylius.com/admin/taxons/new

Optional:
It is recommended to create a full description and add relevant images for better SEO optimization.

To create the main category, click the Create button.
To create or edit a subcategory, click on the parent category, then press the ellipsis (...) for additional options, such as Create, Edit, Delete, or adjust the position of the subcategory relative to others.

At the bottom of the form, next to the Create New Taxonomy button, you will also find options for importing taxonomies in CSV, Excel, or JSON formats.

Go to Products, to:

https://demo.sylius.com/admin/products/new/simple

Products

To add a new product, go to the Products Section and click the Create button in the top-right corner. You will then be prompted to choose between Simple or Configurable products.

Once you select the product type, a form will appear with the following sections:

  • Details

After filling out the required fields (*), including:

  • Code: A unique identifier for the product.
  • Producer: Optional.
  • Channel: Required.
  • Is delivery required?
  • Price list: Required.
  • Language: The product’s language.
  • URL fragment: Automatically generated based on the Name.
  • Name: The product’s name.

Optional:
It is recommended to add a full description and high-quality images for SEO optimization.

You can also specify Shipping Dimensions (or define a shipment category) in the Shipment Categories section and select the appropriate tax category in the Tax Category section.

In Taxonomy, you can classify the product under a main category or subcategory.

Attributes (Features)

To define product attributes, go to the Features section. Features help define key characteristics such as brand, size, color, and more.

  • Defining product features improves product discoverability and enhances SEO, making it easier for search engines to rank your products based on specific attributes.

Connections

In the Connections section, you can set up cross-selling or upselling strategies by suggesting complementary or related products during a transaction.

Media

In this section, you can upload product images. Ensure that all media files meet the recommended resolution standards for optimal display.

Stock

Manage the stock levels of individual products. Products can be activated once stock levels are updated.

Activating a Product

To activate a product, ensure its parameters such as Availability, Delivery, Price, and Channel are properly defined.

Refund Codes

To create a refund code for a product, navigate to the Product section, select a product, and then go to the Refund Codes section.

You can define the discount percentage, assign a unique code, and set the availability period for the refund.

Features — also known as product attributes, defined by the Create button. We can choose the following types: Text, Text Field, Checkbox, Integer Value, Percentage, Date and Time, Date and Definition of several values ​​through the Select button.

Variants — in this section, we define product configuration options, including creating a code for a given series of products, which we can then assign. We determine the display position of a given variant.

What are the variants for?: in this section you define what variants of products you offer in a situation of possession and define specific features that you already have matched to your products. For example, “color” may have the following variants: red, green, yellow.

Connection types — see above info Connections

Producers — In this section, we can create a list of producers which we can then assign to our previously created products or those being currently created.

When creating a producer’s profile, we have available Fields such as Name, Short form, email address, specification of availability and channel selection. For a given manufacturer, we can also upload a logotype and add links to social media and create a description.

Sales:

https://demo.sylius.com/admin/orders/

In the Sales section, you can manage orders, payments, shipments, and returns:

  • Orders: View and manage customer orders, including order status, refunds, and customer communications.
  • Payments: Monitor transaction statuses. You can also complete or terminate transactions from this section.
  • Shipments: Administer shipments and track their status. You can also send shipment tracking codes to customers.
  • Returns: Process and manage customer returns.

Payments — in this section there is a table with information about current transactions, the scope of this section is mainly of a preview character, except for the possibility of executing an Action.

Each transaction can be terminated, regardless of the current status, by pressing the Finish Action, then the status changes as a successfully completed transaction.

Shipments — In this section, we can administer shipments.

For example, in actions that have the ready for shipment status, we can send the shipment tracking code if we have a shipment confirmation from the selected courier.

Returns — In this section, we process the returns we have received from the customer.

Customer

This section provides access to customer details such as registration date, email, and order history. You can:

  • Subscribe customers to newsletters.
  • Verify or deactivate customer accounts.

You can also manage Customer Groups for targeted communications, such as defining Retail and Wholesale groups.

Groups section

In this section, we can develop the concept of communication with given user groups. For example, we can define two groups of users: Retail / Wholesale.

Marketing

In the Marketing section, you can create and manage promotions for your products:

  • Promotions: Define promotion rules, set usage limits, and create promotional codes.
  • Product Reviews: View, moderate, and respond to customer reviews.

Other Sections

In the administration panel, additional settings and configurations include:

  • Channels: Customize store layouts and product displays for different user regions (e.g., Poland).
  • Countries, Zones, Currencies: Configure country-specific settings.
  • Payment Methods: Manage and integrate payment providers.
  • Shipment Categories: Define the dimensions and details for shipping options.
  • Administrators: Add or edit admin accounts.
  • Content Management: Create pages, manage media, and add FAQs.

The Blog section allows you to publish articles and manage customer comments, while the Pages section lets you create custom pages with SEO-friendly content and images.