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Overview

Our Regional Manager extension allows you to create and manage geograhical regions with their customized settings. It assigns the customer to a certain region depending on his/her place of residence.

Magento's Native Functionality and Where It Falls Short

Magento allows you to create Store Views which can be used to translate the text of your website to a specific language. Magento also makes it possible for you to offer multiple currencies on your website, by automatically converting your product pricing to each of the offered currencies. What Magento offers natively is not sufficient to run a truely globalized ecommerce website.

Magento Websites are used by administrators to offer separate brands to different demographics of customers. Magento Websites allow you to have separate categories, products, currencies, configurations, orders, customers and more. These websites allow you to run completely different businesses from a single Magento installation.

  • Maintain a separate customer base
  • Separate orders
  • Offer different currencies
  • Payment Methods
  • Shipping Methods
  • Products
  • Categories
  • Website CMS pages and static blocks of content
  • Different email templates
  • Different brand names, hours of operation, contact information
  • Provide a completely different theme from other websites
  • and Create a completely separate brand for a separate demographic
  • Offer specific Websites based upon the web domain that was accessed (requires a developer)

Example Websites:

  • Pet Store Brand
  • Software Brand
  • Women's Fashion Brand
  • Travel Accessories Brand
  • Car Dealership Brand

Magento Store Groups, also known as just Stores, allow you to change the look and feel of your brand (Websites). You would use Store Groups when offering your brand to businesses verses offering it to the general public. Store Groups also allow you to change the categories, products and prices offered.

  • Offer a different theme within the same brand (website)
  • Offer different product categories and products
  • The customer base is the same between store groups
  • The orders are the same
  • Pricing, currencies, and payment methods are the same
  • There is little to differentiate between store groups
  • Offer specific Store Groups based upon the web domain that was accessed (requires a developer)

Example Store Groups:

  • Dealer Website
  • Public Website

Magento Store Views allow you to change only the translation of your cms pages, static blocks, categories, products and other labels throughout your brand. Store Views allow you to create a "localized" copy of your brand for different countries.

  • Specify different language translations between store groups
  • Offer specific Store Views based upon the web domain that was accessed (requires a developer)

Example Store Views:

  • English Translation
  • Spanish Translation
  • Chinese Translation
  • French Translation

Magento does not know where a customer is located and cannot redirect the customer to the correct localized store view. You can only offer a dropdown or choice of languages (store views) and currencies to your customers. This creates a frustrating experience for users that are looking to purchase from an international brand.

Regional Manager Creates A Truly International Business

Geolocation Detection

With M2 Regional Manager you can finally detect exactly where your customers are located. You will have the ability to identify countries, continents, states, cities, and language enclaves throughout the world, we call these Regions. With Regional Manager you can assign default languages (store views) to these Regions and automatically redirect users from within a Region to the assigned Store View.

We use a number of factors to determine a customers Geo Location, such as:

  1. When a user is logged in and we already know their location
  2. GPS Coordinates offered by their mobile device (location sharing enabled)
  3. IPv6 is the second most accurate form of geolocation without actually knowing the customers coordinates
  4. IPv4 cross-referenced with the GeoLite coordinates database stored locally
  5. We make it possible for you to easily ask your customers where they're from

Once the customer's geolocation has been determined, Regional Manager will switch them to the assigned Store View or Website.

Complete Localization For Store Views

With the help of a developer you can separate your Store Views by domain name, such as .com for America, .br for Brazil, .co.uk for Europe, .ru for Russia and more.

With the addition of the Regional Manager to your Magento installation you will have the ability to assign specific offerings to each of your Store Views. Here's a few of the things that you can specify for each Region that you create.

  • Assign multiple store views, including a default
  • Includes the ability to automatically redirect your customers to the default store view within a region
  • Specify a default currency to display your products in
  • Specify shipping methods available within a region and assign a default shipping method
  • Specify payment methods available within a region and assign a default payment method
  • Product Categories
  • Products

The Best Way To Manage Checkout Options by Geolocation

Create Geolocation zones based upon country, region/state, and/or postal code and then manage nearly all aspects of your store based upon these zones. You'll have full control to specify which currencies, shipping methods and payment methods can be used in every country and state.

Regional Zones Manager will help you:

  1. Setup an Infinite number of geolocation regions (zones) to manage your stores checkout options.
  2. Assign specific currencies and prices for different store views.
  3. Assign specific products and categories to every state in the country.
  4. Configure specific shipping methods to be used based upon your shipping needs.
  5. Automatically assign customers to a zone based upon their geolocation.

Most filtering extensions will only allow you to begin filtering options once the customer has placed everything in their cart. Our geolocation abilities allow you to show customers categories, products and promotions before they place a single item in their cart.

Our geolocation abilities allow you to redirect customers to their designated store view. This way they will see products available in their country using their countries currency. This is the perfect extension for managing a global business of scale.

Our Customer Locator allows you to identify the customers location automatically using multiple techniques and then redirect the customer based upon your configurations.

Manage Regions

In administrator panel: Zones -> Manage Zones

Here you can create new customer regions by pressing the "Add New Region" button or by editing existing ones by clicking the "Edit" link. For this example, we're creating three regions: The United States, Canada and Mexico. The Default region is created during the installation. This region is applied in case there aren't any regions matching a visitor which is why it can’t be removed from the system.

General

The only tab that is available for the "create new region" process is General. Here you can fill in region-general details.

Code

Region code is the unique human readable alternative to the identifier attribute. In simple terms, the code is the unique identifier for the region (with no spaces). No one will ever see the code name.

Name

Region display name. The Name is the label you give to a specific region. Everyone will see this Region Name.

Description

Region description. This attribute is for the internal use of the administrator.

Priority

Region priority is needed if there is more than one region matching a customer location (regions are intersecting). The region with the lowest priority value is assigned to the customer.

Default Currency

This is the currency that is selected automatically for a customer's region. The "Default Currency" option must be selected in Currencies.

Default Store

The default store is the store view that the customers will be redirected to if their geolocation matches the region. The value must be selected in "Stores".

Default Payment Method

If multiple payment methods are offered at checkout, this payment method will be pre-selected for customers. The value must be selected in "Payment Methods". Your Payment Methods can include Paypal, Credit/Debit Cards, checks, wire transfers, money orders and many more.

Default Shipping Method

If multiple shipping methods are offered at checkout, this shipping method will be pre-selected for customers. The value must be selected in "Shipping Methods".

Minimum Order Amount

The minimum order amount set for the region. Select the "Use Config Default Minimum Order Amount" checkbox. This is set in the global configuration.

  • Choose NO and this region will use the website assigned Minimum Order Amount. [link to store config for minimum order amount]
  • Choose YES and you can assign a region specific minimum order amount for all products.

Default Redirect URL

The default redirection URL is needed if a store isn’t allowed for a customer. Check "Use Config Default Redirect URL" to inherit the value that is set in the global configuration.

Geo Locations

Assign the geolocations for this Region. Each region can include a number of geolocations to improve it's flexibility. In this example, we have three geolocations including Alberta, British Columbia and Ontario. Each geolocation can be defined as country, region, exact zip code or zip codes range.

Note, region select is available for the specific countries. This is only with regions data installed initially.

Currencies

This is where you select all the currencies you wish to use for all regions you create. In this example, we select: the Canadian Dollar, US Dollar and the Mexican Peso. When selecting multiple currencies, hold down "Ctrl". The currency must be enabled in the configuration initially: Zone -> Manage Zones -> Edit Zone -> Currency.

Base currency is the currency which the product pricing will be based off of. If you offer multiple currencies for a region, the other currencies will be converted using the algorithm (rates x base currency).

The default currency is the currency that will first display to a user when they're viewing the assigned store view.

Now when you return to manage your regions, you can select "Canadian Dollar" as the Base Currency and Default Currency for the "Canada" region.

Stores

You may assign multiple store views that will be available in the store view picker for users who match this Region.

Payment Methods

Allowed payment methods for a specific region. The payment method must be previously enabled in the "Payment Methods" configuration settings section: System -> Configuration -> Zones(left side panel) -> Payment.

Shipping Methods

Allowed shipping methods for a specific region. The shipping carrier must be previously enabled in the "Shipping Methods" configuration settings section: Zones -> Manage Zones -> Edit Zone -> Shipping Methods.

Product Categories

The administrator is able to overwrite the available product category list depending on the region here.

Note, the product category availability doesn’t affect the product's availability itself.

Products

The list of products enabled for a specific region. The region can be enabled for a specific product in the product's manager.

Manage Products

In administrator panel: Catalog -> Manage Products

The Regions Manager extends the default product manager with it's own features: available regions, compound price, compound special price, customer group price (per region). Click "edit product". The advancing pricing options such as Compound Price, Special prices, Compound Special Prices and Customer Groups Prices are found in the Product's edit page, under the Price option, you click the link, "Advanced Pricing". When you click this link, an advanced pricing window will pop up.

Compound Price

The Compound Price allows you to overwrite the product price for each region. Once a customer comes to the store and is assigned to a region, the price gets replaced with the appropriate compound price value. It doesn’t affect further final price calculations.

Compound Special Price

The Compound Special Price attribute is similar to the Compound Price. The compound special price is tied to the product's special price instead of the product's price. In other words, the corresponding compound special price value replaces the special price, depending on the visitor’s place of residence.

Customer Group Price

Unlike the default Magento customer group price feature, the Customer Group Price allows you to set customer group prices, depending on region. It is possible to select any single region or apply the price for all regions by choosing "All Regions".

Regions

The "Regions" function allows you to enable / disable a product for the specific region.

Catalog Product Rules

In the administrator panel: Promotions -> Catalog Price Rules

The Regions Manager adds more flexibility to the catalog price rules function. It allows you to enable / disable the promotion for specific regions and set a discount amount for each region, independently. Click the "Edit" rule.

Regions

The "Regions" attribute is placed under "Customer Groups" in the Rule Information tab. It allows you to enable / disable the promotion for specific regions.

Compound Discount Amount

The "Compound Discount Amount" attribute is placed under the "Discount Amount" on the Actions tab. It allows you to overwrite the discount amount for each region.

Customer Locator

This supplementary tool allows you to detect the visitor’s location as soon as he comes to the website. The location can either be detected by the default shipping address, the geolocated coordinates, the geolocated IP address, the default location or manualy entered by the customer.

Configuration

In the administrator panel: System > Configuration > Customers(left side panel) > Customer Locator > Default Address

You can see the "Options" and the "Default Location" sections here.

Allow to Modify

If the option is enabled, then the customer will be able to enter/correct his location manually on the frontend side.

Use Default Shipping Address

If the option is enabled, then the customer's default shipping address will be used as the current location. This option has the highest priority in the address determination process.

Use Coordinates Geolocation

If the option is enabled, then the customer becomes geolocated by coordinates through the Google Geocoder service. The client's browser provides coordinates, if it's allowed by the customer. The coordinate's geolocation takes effect if the default shipping address isn’t set or is disabled.

Use IP Geolocation

If the option is enabled, the customer is geolocated by IP through the MaxMind GeoCity database. The IP geolocation takes effect if the default shipping address isn’t set or is disabled, and coordinate geolocation is disabled.

Adjust Address on Checkout

This option allows the customer's location to be updated if the actual checkout address is different.

Allowed Attributes

The Address attribute's list, which customers are able to change manually.

Required Attributes

Required address attributes to be entered by the customer.

Default Address

The default visitor’s location can be defined here. The Country, Region / State, Zip / Postal Code, City can be entered. The system sets the visitor’s location to default if none of the other methods are allowed, to determine the customer's location.

Manual Selection

This function allows the customer to change his location manually.

IP Geolocation

In the administrator panel: Store > Configuration > Customer Locator > Options

IP Geolocator options are placed here: PHP Extension, Database File. This function is based on the MaxMind GeoCity database. The PHP Extension option directs the system to use the built-in geoip PHP extension as the first option. If no geoip PHP extensions are installed correctly with the GeoCity database, or the Use PHP Extension option is set to "No", then the function relies on it's own database. The correct GeoCity database path must be entered in the Database File option, if no geoip PHP extension is installed properly with the GeoCity database.

This supplementary tool allows you to detect the visitor’s location as soon as he comes to the website. The location can either be determined by the default shipping address, geolocated IP address, default location or manually entered by the visitor.

Options
  • Allow to Modify – If option is enabled then the customer will be able to enter / correct his location on the frontend side.
  • Select Default Shipping Address – If option is enabled then the customer's default shipping address will be used as the current location instead of the geolocated IP address (if default shipping address is present).
  • Allowed Attributes – Address attributes displayed in "Your Location" box.
  • Required Attributes – Required address attributes.
Default Address

The default visitor’s location can be defined here. The Country, Region / State, Zip / Postal Code, City can be entered. The system sets the visitor’s location to the default if the IP address geolocation fails.

System Configurations

In the admin panel, navigate to: System -> Configuration -> Zones -> Options

The next sections are available in the configuration: Options, Catalog, Currency, Store, Payment and Shipping.

Options

Enabled

Here you can enable / disable module functions globally. This option has a higher priority in the module.

Minimum Order Amount

The minimum order amount for all regions.

Note: Minimum order amount should be enabled in the system in order to get this function: System -> Configuration -> Sales -> Sales -> Minimum Order Amount

Catalog



This section is dedicated to catalog specific options.

Category Filter

The product category filter can be enabled / disabled here. By default all categories assigned to a store group are visible in a store view. When enabled, Product category filtering will remove categories from store views that you don't want visible.

Product Filter

Turn the product filter on / off. By default all products assigned to a website will be visible under a store view. When enabled, product filtering will remove unwanted products and only display those products which you specifically assign to a region.

Region Price

This option is responsible for region specific price activation: compound prices, compound special prices, customer group prices, catalog price rules and compound discount amounts.

Currency

Currency Filter

Enable / disable currency filter here. By default all currencies allowed for a website are also allowed for a store view. If this option is enabled then the currencies that you assign to a region will be the only currencies available for the assigned store views.

Default Currency

Allow default currency here.

Store

Store Filter

Enable / disable a store filter here. By default, customers will have the ability to switch between all store views created for a website. By enabling this feature customers will only be able to switch between the store views that you assign to their region.

Default Store

Allow a default store here.

Payment

Payment Method Filter

Enable / disable the payment methods filter.

Default Payment Method

Allow a default payment method.

Shipping

Shipping Method Filter

Enable / disable a shipping methods filter.

Default Shipping Method

Allow a default shipping method.

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