Magento 2 Configuration After Installation: Checklist
After installing Magento, you need to configure various settings before your webshop is ready for customers. This guide describes the essential configuration steps to get your store up and running.
Admin Panel Access
- Go to yoursite.com/admin (or the specified admin URL)
- Log in with your admin credentials
- You will arrive at the Magento dashboard
Store Configuration
Basic Store Information
- Go to Stores > Configuration > General > General
- Configure:
- Country Options: Default country (e.g., Netherlands)
- State Options: States/provinces if relevant
- Locale Options: Timezone, weight unit
Store Name and Contact
- Go to Stores > Configuration > General > Store Information
- Fill in:
- Store Name
- Store Phone Number
- Store Hours of Operation
- Country
- Street Address
- City, Postcode
Configure Email Addresses
- Go to Stores > Configuration > General > Store Email Addresses
- Set up for each department:
- General Contact
- Sales Representative
- Customer Support
Currency Settings
Default Currency
- Go to Stores > Configuration > General > Currency Setup
- Under Currency Options:
- Default Display Currency: EUR (or your currency)
- Allowed Currencies: select which ones you accept
- Click Save Config
Currency Symbols
- Go to Stores > Currency > Currency Symbols
- Verify the currency symbol is correct
- Adjust if necessary
Configure Shipping
Enable Shipping Methods
- Go to Stores > Configuration > Sales > Shipping Methods
- Configure desired methods:
Flat Rate:
- Enable: Yes
- Title: Standard Shipping
- Method Name: Shipping
- Price: 4.95 (or your rate)
Free Shipping:
- Enable: Yes
- Minimum Order Amount: 50.00 (free shipping from this amount)
Table Rates (advanced):
- For shipping costs by weight or destination
- Requires CSV import
Shipping Country Restrictions
- Go to Stores > Configuration > General > General
- Under Country Options > Allow Countries
- Select countries you ship to
Payment Methods
Default Payment Methods
- Go to Stores > Configuration > Sales > Payment Methods
- Configure available methods:
Check / Money Order (optional):
- Enable: Yes/No
- Title: Bank Transfer
- Payment from: select countries
Bank Transfer Payment:
- Enable: Yes
- Title: Bank Transfer
- Instructions: your bank details
External Payment Providers
For iDEAL, credit card, and other methods:
- Install your payment provider module (Mollie, MultiSafepay, Stripe, etc.)
- Configure with your API keys
- Test with a test payment
Tax (VAT) Configuration
Create Tax Rates
- Go to Stores > Tax Zones and Rates
- Click Add New Tax Rate
- Configure:
- Tax Identifier: VAT High 21%
- Country: Your country
- Rate Percent: 21
- Repeat for other rates (9%, 0%)
Tax Rules
- Go to Stores > Tax Rules
- Create rules that link products to rates
- Configure tax display (inclusive or exclusive)
Email Templates
Transactional Emails
- Go to Marketing > Email Templates
- Customize templates for:
- Order confirmation
- Shipping confirmation
- Account created
- Password reset
Configure SMTP
For reliable email delivery:
- Install an SMTP module
- Configure with your SMTP details
- Test email sending
Security Settings
Admin Security
- Go to Stores > Configuration > Advanced > Admin
- Under Security:
- Admin Session Lifetime: 900 (15 minutes)
- Add Secret Key to URLs: Yes
- Consider: two-factor authentication module
Enable Captcha
- Go to Stores > Configuration > Security > Google reCAPTCHA
- Configure with your reCAPTCHA keys
- Activate for login, registration, and checkout
Index Management
- Go to System > Index Management
- Select all indexers
- Click Reindex (or set to "Update on Schedule")
Cache Management
- Go to System > Cache Management
- Enable all cache types
- Click Flush Magento Cache
Checklist After Configuration
- Store information complete
- Currency correctly set
- Shipping methods configured
- Payment methods working
- Tax correctly set up
- Email templates customized
- Security settings checked
- Cache enabled
- Test order placed
Need Help?
We are here for you! If you run into any issues or have questions, our support team is happy to help you personally. Send us a message through the ticket system - we usually respond within a few hours and are happy to assist you.
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