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Inventory Management In Magento Creating & Managing Products

Learn everything you need to know about creating & managing inventory in your Magento eCommerce website, step by step.
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Following on from the free Magento Introduction (free) & Getting Started with Magento courses, we show you how to manage inventory in Magento.

You're going to learn loads!

There is over 4 hours of video tutorials included, all in 100% Plain English and we show you using examples as we go, step by step.

You're going to learn ALL of this & more:

  • What the different product types are in Magento and how they're used
  • You'll be creating your first product in Magento
  • Then learning all about categories for your website
  • What attributes and attribute sets are
  • Adding in extra attributes to help you, your business & your customers
  • Creating variation products in Magento with 3 real-world examples
  • Seeing how cool layered navigation is and how it'll help your customers
  • How to set up customer ratings & reviews, plus the one setting everyone else forgets to tell you about
  • How to bulk up your products
  • What the different options are for cross promoting products
  • And finally how to import & export products

See we said you're going to learn loads :)

We believe that Magento doesn't need to be nerdy or for the tech-geeks only.

Magento is dead easy to setup and use day to day. We'll show you how, all in Plain English.

With 100% video content, you can follow us along in your own Magento system.

If you've read this far, hit the "Take this Course" button and get started right now,

We'll see you on the inside,

Matt & Dave

Who is the target audience?
  • If you're new to Magento
  • If you want to know how to create & manage products in Magento and learn some tips from experienced users
  • If you want to use Magento with zero coding
  • If you want to build your very own Magento website
  • Perfect for beginners to Magento
Students Who Viewed This Course Also Viewed
What Will I Learn?
You'll feel comfortable creating and managing products in Magento
You'll create your very first product in Magento
You'll add in custom attributes to make it easier for your customers
View Curriculum
  • Ideally you will have completed the "Introduction to Magento Community Edition For Beginners" course which is available for FREE on Udemy
  • And also the "Getting Started with Magento" course too
  • You will have Magento Community Edition installed (although guides are compatible with Magento Go and Magento Enterprise)
Curriculum For This Course
Expand All 20 Lectures Collapse All 20 Lectures 04:37:14
1 Lecture 02:42


Firstly we would like to say a massive thank you to you for joining us on this course!

In this course we cover an introduction to the course and take a look at what we have coming up.

With that said in this course we are going to cover:

  • The different product types in Magento
  • How to create your first product
  • How to create categories in Magento
  • Introducing Attributes & Attribute Sets
  • Creating Variation & Multi-Variation Products
  • Introducing Layered Navigation
  • Updating Products in Bulk, Importing & Exporting products in Magento
  • Magento Promotions such as Upsell & Cross Sell
  • How to setup customer reviews and ratings

So let's dive straight in and we will see you in the next tutorial

Matt & Dave

Creating & Managing Products in Magento
18 Lectures 04:29:51


Welcome to the Creating & Managing products section.

This is where we begin to show you how to make Magento your own by creating your own products and getting your own inventory in place.

But before we get carried away we need to learn a little bit about the different product types available in Magento as well as other options we have available to us.

So in this section we go through the following:

  • The different products types available in Magento
  • Creating your very first product ( follow us along, it’s really easy! )
  • How & where to create your website categories
  • What attributes & attribute sets are
  • Making Magento quicker to use when it comes editing or creating products
  • Learning how to create variation products ( 3 examples included! )
  • Layered navigation ( very cool ) & how to bulk update products
  • How related, cross-sell & up-sell products work in Magento
  • How to import & export products to & from Magento

So with that said lets get started and in the next guide we are going to introduce you to the different product types available in Magento.

Matt & Dave

Creating & Managing Products Introduction


This is first tutorial as part of the Creating & Managing Products section we are going to look at the different product types that are available to us in Magento and what they are best used for.

You are most likely going to be using the Simple or Configurable product types, but there are many that are available to us in Magento, and we cover all of the 6 different types with you in the above video.

The 6 types are:

  1. Simple ( for products with no variations )
  2. Configurable ( for products with variations, like footwear )
  3. Bundle ( making complex products )
  4. Grouped ( for related products, joined together )
  5. Virtual ( magazine subscriptions are a great example )
  6. Downloadable ( music, art or software, anything that is downloaded )

In the next tutorial we get started with creating out first actual product in Magento.

We'll see you there.

Matt & Dave

The Different Product Types in Magento


In this guide we show you how to create your first product within Magento.

Taking you through the different steps ensuring you know exactly how to create a product manually. You saw us create a product in a rushed manner in the ‘Running before we can walk’ video.

In the video above however we take you at a much slower pace and go through the different tabs and attributes that you need to fill in, in order to get your first product created.

In the video above we take you through the following:

  • The Magento Grid – What will be your table of inventory once it’s created.
  • Where we go to add a product
  • Product Types and Attribute Sets – Which we cover in more detail in later guides
  • Required Fields – Look out for the red asterisks when creating a product
  • Status – Which is important for M2E Pro
  • Visibility – Which we set to “catalog, search”
  • Tax classes
  • stock availability
  • The “Save & Continue” button – If we have missed something or we have an error, then Magento will tell us
  • Categories – Which we will cover in more detail in the next guide
  • Where to add images to your products and the settings we need to save

So watch the tutorial and follow us along, either adding your own product, or just a test product like we are using.

By doing this Magento will become you familiar to you and in the next guide we are going to take a look at adding categories in Magento.

Matt & Dave

Preview 21:55


In this guide we look at setting up categories within Magento.

Magento was designed to power multiple complex websites and out of the box it comes with the ability to create multiple category structures. Which we can use to our advantage as you will see in this guide.

So in this guide we show you:

  • How to create categories in Magento
  • How you can add products to categories within Magento.

*Special Note*

We also show you in this video how to create categories for internal use which will not be visible on the website.

You can create a separate list of categories for the website and even re-use the categories you make now.

Category Tree Structure

The category structure in Magento can be quite easily compared to that of a Tree. There are three different category types available to us. We have the Roots, the Trunk and the branches. Or put into Magento terms we have the following:

  • Root Category
    The “Default Category” - This will never change and we will add sub categories to the Root category section.
  • Trunk Categories
    This would be our top level category so for example “Internal Use”
  • Branch Categories
    These will be the sub categories from the trunk so for example “Completed"

So in the above video we show you just how easy category creation is within Magento. We show you how to create categories and also how we can add our products to these categories.

Our Suggested Categories

The categories we suggest you add are as follows:

  • Internal Use (set as inactive)
    • New
    • Working On
    • Completed

Make sure you follow us along in this guide and add our suggested categories to your system, as well as any others you think you will need.

Matt & Dave

How to Create Categories in Magento


In this tutorial we introduce you to Magento Attributes & Attribute Sets and how powerful they are for what we are going to be doing for Magento websites.

  • What “attributes” and “attribute sets” are
  • How attributes are used and the different types
  • Where we create attributes
  • Where we can find attribute sets in Magento
  • How to alter a couple of the default attributes to enable faster inventory creation

What are Attributes?

Put simply attributes are special fields of key data that allow us to pull this data out into manageable pieces. They come in different types so you can use text fields, drop down boxes, dates and prices just to name a few.

Some examples of these fields are: Price, Name and Description. (Do they sound familiar now?).

We used these fields when creating our first product a few guides ago, and the great thing is not only can we create our own unique attributes but they can also be used on the marketplaces too.

This will make creating really cool Listing Templates so much easier in a few guides time.

In the video above we show you where you can find attributes in Magento, how we can add new ones, as well as edit existing ones too.

What are Attribute Sets?

Attribute Sets are simply a group of attributes. These will come in extremely handy later on when we are creating attributes for variation products and we can group the configurable values together.

We can also re-arrange the existing attribute sets in an order which makes most sense for your business.

In the video above we look in detail at Attribute Sets in Magento and show you what we can do with them.

We strongly recommend that you follow us along in this guide to familiarise yourself with attribute and attribute sets within Magento as we will be using them more and more in following tutorials.

Matt & Dave

Introducing Attributes & Attribute Sets in Magento


In this tutorial we are going to be showing you how to add in several extra attributes to your Magento system.

The ones that we are suggesting, we highly recommend you follow us along in your own system and add them in too.

Now please be aware that this tutorial is totally optional and you don't have to follow us along in this step.

What we show you how to do is set up attributes that can be used as bullet points on your website. There are a few reasons why we recommend the use of bullet points, and setting up these attributes.

  • Our experience is with high volume marketplace businesses
  • Bullet points work really well for customers
  • Go to almost any amazon product and you’ll find 5 bullet points
  • They allow you to put across features & benefits to customers in a easy to digest format
  • They can also help you expedite the process of creating products
  • At a later date if you did wish to sell on to eBay or Amazon, you've got fantastic data waiting to be used.

So in the above video we show you how to create the following attributes:

  • att_bullet1
  • att_bullet2
  • att_bullet3
  • att_bullet4
  • att_bullet5

You will notice that we have prefixed our attributes with 'att_' and there is a good reason for that.

By doing this, we can instantly tell that these are attributes that we have created, and later on down the line when we start looking at importing data, it will make them much easier to spot.

With that said, if you would like the option of using bullet points on your site, then follow us along in this video with your own system, but if you don't no worries and we'll catch you in the next tutorial.

Matt & Dave

PS. In the course where we show you how to build a responsive Magento website on a shoestring budget, we'll show you how to show these extra attributes on your product pages using copy & paste code!

Adding Extra Attributes to Magento


We just wanted to say a huge Well Done! and keep on going! Already you have learnt loads regarding your inventory in Magento.

We have covered with you:

  • The different product types in Magento
  • Creating your first product & creating product categories
  • What Attributes & Attribute Sets are and how to add in some extra ones too (for bullet points)

In the next few guides though we get on to the cool stuff and begin looking at the following:

  • We show you how to create variation & multi-variation products in Magento
  • Introduce to you layered navigation
  • We look at Upsell, Cross Sell and Related Items
  • We then look at bulk updating products and Importing & Exporting in Magento

So we just wanted to say a huge Well Done!

Keep going and we'll see you in the next guide when we dive into variation & multi-variation products.

Matt & Dave

Preview 01:38


In this guide we are introducing variation products and we are going to look at how we set these up in Magento. Then in the next guide we are going to show you exactly how to do this in your system.

Understanding Variation Products

In order to explain variation products easily it is best for us to use an example.

The example that we will be using is a pair of Womens Boots.

A pair of boots are often available in a range of sizes, and that is what the variations for this type of product would be.

Variations are sometimes referred to as Parent and Child products. In Magento they are more commonly referred to as Simple and Configurable products.

Below we have a table to explain how this would look in Magento.

Variation Products in Magento

So as we can see the parent product acts as a container product for the children.

The parent contains no size and no stock levels. Instead it contains the child SKU’s which in themselves carry the size and stock levels for the different individual products.

When creating variation products we need to create a new special attribute and attribute set within Magento. The process we need to follow in Magento is this:

  • We need a special attribute to make configurable options
  • As we’re using sizes, we’ll name this attribute “size”
  • The internal name for this attribute should be called “config_size” ( for importing later )
  • We can then add the size options to this attribute ( UK 4, UK 5, UK 6, UK 7 & UK 8 )
  • We need to make a new attribute set and assign this configurable attribute to it
  • When making a new product, we can select this configurable product & attribute set
  • And then make our configurable product using the options set in the Size attribute

So now that we know the theory behind variation products.

In the next guide we are going to show you how to add these into your system.

Matt & Dave

Creating Variation Products in Magento Theory


In this tutorial we get started in getting our system ready to handle variation & multi-variation products.

These are so crucial when it comes to selling online as it makes your configurable products much easier to find for buyers.

So in the above video we cover:

  • How to create special attributes for “Sizes” and “Colours”
  • Name the special attributes so it is easily recognisable ( very handy later! )
  • Add size and colour options to these special attributes
  • Create new attribute sets called “Size”, “Colour” and “SizeColour”
  • Create a new group in the attribute sets & add these special attributes to it
  • Then in the next 3 following tutorials we actually create our “configurable products” ( Parts 2, 3 & 4 )

Even if you don’t plan on using configurable products in your business, we do recommend checking out these videos just so you know how they do work in Magento and so you get a good idea of how the inventory all fits together.

Variation and configurable products are absolute dynamite on the marketplaces like eBay & Amazon and they'll work on your website too.

So if you envisage selling on the marketplaces in the future then getting these set up right from the beginning, will save loads of time later on.

Matt & Dave

PS. The mention of the marketplaces here is on purpose, you can use Magento to sell on eBay & Amazon too using an extension called M2E Pro. And yes we have tutorials on how use it :)

Variation Products Part 1 - Creating Attributes & Attribute Sets

Howdy Matt

We are now going to get hands on for the first time in creating our first variation product in Magento. In the tutorial above we start off with a size variation example.

So in the example we will be creating the product of a pair of ladies boots and they will have a size variation and will be using the ‘Size’ attribute sets that we created in the last guide.

We create our women’s boots product available in sizes UK4 to UK8.

Once we have those created we then take a look on our website to see how these would look to our customers.

Matt & Dave

Variation Products Part 2 - Size Variations


We are now going to look at colour variation products, and in our example in the video above we are using a handbag as our product.

So in the example we will be creating our handbag and it will be available in 4 different colours with a single colour variation and will be using the ‘Colour’ attribute set that we created a couple of guides ago.

Once we have created our products in Magento as an added bonus what we are going to show you is how we can get the different product images to show depending on the colour product selected.

So that when the Pink handbag is selected on the website, the image for the pink handbag displays to the customer on the site.

Follow us along in your own system and then in the next guide we will be showing you the holy grail of variation products….the multi-variation products or the ‘SizeColour’ products.

Matt & Dave

Variation Products Part 3 - Colour Variations


Now we get on to the multi-variation products in Magento, and these are really easy to create as well.

In the past two guides we have been creating single variation products, and now we are going to use both size and colour variations for one product.

So in the above video we now create a women’s dress which has both size and colour variations and will be using our ‘SizeColour’ attribute set.

The process is exactly the same as with a standard variation product just instead we are using two variations instead of one. So follow us along in your own system and create your own multi variation product.

Over the past 4 guides we have covered with you:

We have shown you how to:

  • Set up special attributes to make configurable products
  • Create new attribute sets in Magento
  • Create Size, Colour and SizeColour products
  • And finally how they could look on the website.

In the next tutorial we introduce you to Layered Navigation in Magento using some of the products we have created over these last couple of tutorials.

Matt & Dave

Variation Products Part 4 - Size & Colour Variations


In this tutorial we take a look at something called ‘Layered Navigation’ in Magento.

Now this is a really cool feature for your website and one which will allow customers to search your store much more easily and hopefully find the products they want to buy.

What is Layered Navigation?

Layered navigation is simply the use of product attributes to help customers narrow down their search results on your website.

In the image to the right we can see 4 examples:

  • Categories
  • Price
  • Colour
  • Shoe Type

Magento once told what options to show, will automatically workout which ones to show and the cool thing is, you get to decide what these options are!

How to set up Layered Navigation?

In the video above we show you how to setup layered navigation, and there are 4 things we need to note:

1. The attributes used must be one of these types

  • Dropdown
  • Multi select
  • Price

2. The attributes must have values assigned for the products within the search results or category page

3. The attribute must be set as “Filterable (no results)” or “Filterable (with results)” for the “Use in Layered Navigation” setting.

4. The category you want to select to appear must be set to ‘Is Anchor = Yes’

Follow us along in your own system and we will show you exactly how to get this set up, and also show you the layered navigation working on our test website.

Matt & Dave

Introducing "Layered Navigation"


In this quick tutorial we show you how you can bulk update products in Magento really easily without the use of any imports or extensions.

This is with functionality already built in to Magento and is accessible from the main inventory page and with the search bars available to us we can make some edits on bulk to our products.

This is really easy to do and in the video above we show you exactly how you can do this in your system.

In the later courses we will be covering extensions that allow you to bulk update other values which you can’t currently do in the standard Magento system.

In the next tutorial we are going to be looking at Related. Upsell and Cross Sell promotions in Magento and how we can use these to our advantage on our website.

Matt & Dave

Updating Products in Bulk


In this tutorial we are going to be showing you some of the cool product promotions that we can use as standard in Magento on our Magento Website.

The three options we have available are:

  • Related products
  • Upsell Products
  • Cross selling products

The purpose of these promotions on your website are to either show accessories, higher value products or add-on’s in the checkout to try and increase the average basket spend of your customer.

The businesses that use these properly see fantastic results from doing so, and the good news is, this basic functionality does come ‘out of the box’ in Magento.

There are some premium extensions and services which take this functionality to a whole other level which we will cover in later website courses, but for now let’s stick with the standard functionality.

Related Products

These appear on the product page and are meant to be purchased in addition to the product being view. Some examples of these could be:

  • Handbag is shown on your website, jewellery and sunglasses are shown as related products
  • Mobile phone is the main product, then memory cards and cases are shown
  • If a tent was the core product, then extra tent pegs and a gas stove are shown
Up-sell Products

These appear on the product page too and are for items that you wish for your customer to buy instead of the product that they’re viewing.

These may be better quality products, produce a higher profit margin, be more popular or just have a higher ticket price etc.

So Up-sell products will be ‘Instead of’ purchases rather than ‘As well as’ products. Some examples of Up-sell products could be:

  • Handbag on your website, different handbags are shown of a greater value maybe from a more premium designer
  • Mobile phone on the site, then similar phones of a higher value are shown maybe the latest models
  • Tent is the main product on the site, then larger or more expensive tents are shown to the customer.
Cross Selling Products

These appear in the shopping cart, after a customer has added one or more products to their cart. Think of cross-sell items as impulse buys, like sweeties or magazines at a cash register.

  • A handbag, hair bands,
  • A phone, universal charger
  • Tent, Kendal mint chocolate

Follow us along in your own Magento system and we will show you how to get your own product promotions set up on your website.

Matt & Dave

Preview 24:19


In this tutorial we are going to show you how you can set up both reviews and ratings on your Magento website.

The good news is, you get this functionality out of the box with Magento.

Now there are much more advanced reviews and feedback systems available for your Magento website and we will be covering those in a later course, but for now the ‘out of the box’ Magento versions will do very nicely.

So in the above tutorial we show you how you can activate and set up reviews for the products on your website. So we cover:

  • Where reviews are kept in Magento
  • Where to add or amend ratings to Magento
  • The one thing that most people don’t do when setting up ratings in Magento
  • The one user setting for reviews
  • The process of leaving a review as a customer on your website

As you will see in the video above, enabling reviews is dead easy to do. If you want to activate reviews then just follow us along in your own system.

We do recommend using reviews as they are fantastic for giving potential customers that social recognition that the product and you as a business are good and reputable.

Matt & Dave

Customer Reviews & Product Ratings


With this guide we look at the options that we have available for when it comes to importing & exporting products from Magento.

There is some good news and some bad, as we dig deeper into Magento.

This guide is a high-level overview to what the options you have available and also sets the path to the guides that follow.

The Importing Options

There are 4 primary options to importing data into Magento, these are:

  1. Magento’s inbuilt dataflow manager
  2. The Magento API (complicated + need to be a Nerd)
  3. An extension (all the good ones are paid for)
  4. And Magmi, the “swiss army knife” for Magento (which is free!)
And Exporting Options

When it comes to being able to export data from Magento, there are several options, these include:

  • Magento’s inbuilt dataflow manager
  • The Magento API (complicated + need to be a Nerd)
  • An extension (all the good ones are paid for)

It is worth also noting here that you can export from your products and orders pages directly within Magento. Plus when it comes to exporting, Magento’s dataflow manager is suggested as it “just works”.

In the video above we then get hands on in Magento and specifically Magmi and show you how it can work for importing into Magento.

As mentioned Magmi is worthy of it’s very own course which we'll be adding shortly for you, so do check our profiles on Udemy for the latest courses (or google "Magmi Video Course").

Matt & Dave

Importing & Exporting Products in Magento


It’s that time for us to say Well Done again!

You have now completed the Creating Inventory in Magento section and boy did we cover a lot!

You have learnt in this section:

  • The different product types in Magento and creating your first Simple product and categories
  • What Attributes & Attribute Sets are and how we can add these in to Magento
  • How to create variation & multi-variation products ( Size, Colour and SizeColour )
  • How to set up layered navigation for your website
  • You learnt about bulk updating products as well as Importing & Exporting in Magento.
  • Finally we showed you how to set up Reviews & Ratings on your Magento website.

As you can see we covered quite a lot, and there was plenty of really cool features in there too which will help make your website better.

Matt & Dave

What You Learned in this Section
1 Lecture 04:41

Start the next course here for just $20:



A massive congratulations are in order!

You have now completed the course on the Creating inventory in Magento. In this course you have learnt:

  • The different product types in Magento
  • How to create your first product
  • How to create categories in Magento
  • Introducing Attributes & Attribute Sets
  • Creating Variation & Multi-Variation Products
  • Introducing Layered Navigation
  • Updating Products in Bulk, Importing & Exporting products in Magento
  • Magento Promotions such as Upsell & Cross Sell
  • How to setup customer reviews and ratings

Now this isn't the end but in fact, just the beginning.

This is just one course over a series from Matt & Dave on Magento in “Plain English”

The next course in this series is all about “Orders, Payments and Shipping in Magento”.

In this course you will learn:

  • The different product types in Magento
  • How to create your first product
  • How to create categories in Magento
  • Introducing Attributes & Attribute Sets
  • Creating Variation & Multi-Variation Products
  • Introducing Layered Navigation
  • Updating Products in Bulk, Importing & Exporting products in Magento
  • Magento Promotions such as Upsell & Cross Sell
  • How to setup customer reviews and ratings

As a special thank you we have a discount code available where you will get the next course at a fantastic price.

Start the next course here:

Matt & Dave

About the Instructor
4.1 Average rating
49 Reviews
1,452 Students
3 Courses
eCommerce in Plain English

Matt has run his own eCommerce business for 3 years, worked with two software companies Marketworks and eSellerPro & sole author of the LastDropofInk site.

He has worked with the majority of the UK’s largest marketplace businesses and helped brands such as Tesco Outlet & Office Shoes launch onto eBay UK.

His combined experience with both sellers and software companies alike gave him the brainchild that was UnderstandingE. Matt is now driven to change the landscape of Multi-Channel eCommerce forever.

LinkedIn: Matt Ogborne on LinkedIn

4.1 Average rating
49 Reviews
1,452 Students
3 Courses
eCommerce in Plain English, Co-Founder of UnderstandingE

Dave has worked in e-commerce for over 5 years now, originally working for a consumer electronics company in Manchester, UK.

Helping them to go from just using marketplace auctions to a business that turns over several million pounds per year and becoming a eBay Full Service provider, providing services to other companies to leverage the marketplaces. Richer Sounds is just one example.

After moving into consultancy work he is now changing the platform of multi-channel selling with UnderstandingE forever.

LinkedIn: Dave Furness on LinkedIn

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