STORE SETTINGS
This article includes:
Stores
Click the “+ ADD” button to create a new Store. Once a Store is created under the Action column, click the 3 dot icon to View Store, Edit, Delete, Clone, Make Default, or access the Box Office.
Tabs included are General, Store, Local, Option, Email, and Server.
General
Store URL – This is automatically assigned when you add a Store.
Meta Tag Title – Search engines use the title to index or categorize a site. Patrons will see this title in the search results.
Meta Tag Description – Summary of this Category that will be included in search engine results.
Meta Tag Keywords – Single words that will give search engines more information about the Category.
Theme – Select a theme for the store. Add product Carousel/Slider and images as allowed per the theme.
Banner Images – Highlight a product or a ticket or upload an image or images. Multiple images will create a slider.
Banner Description – Enter text to provide and desired information about your store.
Store
Store Name – Enter the name of your Store.
Store Owner – This is a lookup field of the Users in the Salesforce instance. Begin typing the user name and select from the list provided.
Campaign – This is a lookup field of the Campaigns in the Salesforce instance. Begin typing the campaign name and select from the list provided.
Store Status – Set the status for the Store visibility.
Make it as Default Store – Is this your default Store?
Address – Address of the store. This information will be displayed on the Contact Us page under the Customer Service section of the footer.
Geocode – Enter the Latitude and Longitude for your Store.
Email – The Store owner’s email or general email for the Store, to be used for email notification sent by the Store.
Telephone – A phone number for the store. This information will be displayed on the Contact Us page under the Customer Service section of the footer.
Fax – A fax number for the store. This information will be displayed on the Contact Up page under the Customer Service section of the footer.
Image – Add an image that represents your Store.
Opening Times – Add the opening and closing times for the Store.
Store About Us – Select the Catalog > Information item you wish to include for this store.
Comment – Enter any comments you may want to share about the Store.
Locale
Country – Enter the Country where your organization is located.
Region/State – Enter the Region/State where your organization is located.
Payment Information
Payment Process – Select the payment process – Manual or Automatic
Automatic Process Order Status – Add options for Automatic Process Status, e.g., Complete, Pending, etc.
Cart ID Generation – Set parameters to create a Cart ID for the shopping cart (Order ID) Select the merge field drop down list above this field to create the ID.
Counter Increment – Increment for the number sequence of the Cart ID.
Accounts Selection Label – Enter the currency label for your transactions, i.e., USD, CAD, Euro, etc.
Select Account(s) – Select your Click & Pledge account number(s) and provide the text you wish to show on the header.
Payment Method – Mark the payment methods you will accept in the Store. Available payment methods are those that are set up in CONNECT.
Option
PRODUCTS
Category Product Count – Selecting “Yes” will display how many products are available within each subcategory of the parent categories located in the Top Menu.
TAXES
Display Prices With Tax – Selecting “Yes” will display the estimated tax on the product’s page under Price. Selecting “No” will not show the customer the price of taxes until the checkout.
Use Store Tax Address – The tax estimate will use the store’s shipping or payment address if the user isn’t logged into their account with their address information.
Use Customer Tax Address – The tax estimate will use the customer’s shipping or payment address if they are logged into their store account.
ACCOUNT
Customer Groups
Default Customer Group – Select the default customer group for this Store.
Account Terms – If About Us, Delivery Information, Privacy Policy, or Terms and Conditions is selected, the user will have to read and agree to the terms of those pages before creating an account with the store. Selecting None will let the user create an account without agreeing to any terms.
CHECKOUT
Checkout Terms – Selecting an Information page listed in the drop-down box forces the user to agree to the terms of that page in “Step 6: Confirm Order” at checkout. Selecting “None” lets the customer confirm their order without agreeing to any terms.
STOCK
Display Stock – Select “Yes” to display the amount of product left in stock.
DONOR OFFSET FEES
Click to enable. Enter desired amount, and click the box to Adust Fee to match the Effective Net Rate if desired. SKU may also be added.
ADDITIONAL PRODUCT AT CHECKOUT
Click "Enable Additional Product" box to enable patrons to make an additional donation at checkout, or any other desired product. Use the lookup field to select the product. Note: Create a product called "Additional Donation" with an "Open Price" as the price option. This product does not have to be assigned to a store or have an image associated with it. It will appear as an option in the checkout page, and Patrons will be able to fill in the desired amount of the donation.
Image
Upload an image for your Store Logo
Upload an icon which will serve as your favicon for your Store.
Reply To address -
MAIL ALERTS
Register - Select the email template for registrations
Subject - Enter the subject line for registration emails
Orders - Select the email template for orders
Subject - Enter the subject line for order emails
Server
Uploads
Max File Size (in kb.) – If you offer downloadable files as products in this Store, enter the maximum size of the file.
Allowed File Mime Types/Extensions – Select the types of files allowed from the “Available” box and move them to the Selected box.
Assigned Products/Tickets
PATRON PORTAL
Portal Menu Items
- Select menu items that will be visible in the Patron Portal.
- If desired, check the box to Grant Portal Login Access to all Contacts
- You may also check a box to Deny Portal Access if an email is associated with multiple contacts.
Permissions
Turn on permissions for updates that patrons may update, including updating their credit card and contact information, and the ability to cancel their recurring donation, and to enable the recurring updater.
Shipping Methods
Click the “+ ADD” button to create. Once a Store is created under the Action column, click the 3 dot icon to Edit or Delete.
Per Item
Cost – This is the cost to the customer for Per Item shipping.
Tax Class – This is the tax class this shipping method will belong to. If it will apply to all tax classes, simply leave it set to none.
Geo Zone – Select the Geo Zone that this shipping method will be available to. If you want this available to everyone, select “All Zones” from the drop-down menu.
Status – Set this to ‘Enabled” if you want the shipping method to be active for customers to use.
Sort Order – Determines the order of the Shipping Methods the customer will see.
Flat Fee
Cost – This is the cost to the customer for Per Item shipping.
Tax Class – This is the tax class this shipping method will belong to. If it will apply to all tax classes, simply leave it set to none.
Geo Zone – Select the Geo Zone that this shipping method will be available to. If you want this available to everyone, select “All Zones” from the drop-down menu.
Status – Set this to ‘Enabled” if you want the shipping method to be active for customers to use.
Sort Order – Determines the order of the Shipping Methods the customer will see.
Pickup from Store
Geo Zone – Select the Geo Zone where the customer will be able to pick up their purchase(s).
Status – Set this to ‘Enabled” if you want the shipping method to be active for customers to use.
Sort Order – Determines the order of the Shipping Methods the customer will see.
Themes
Localization
Store Location
Click +Add button to create a Store Localization
Store Name – Enter Store name.
Address – Address of the store. This information will be displayed on the Contact Us page under the Customer Service section of the footer.
Geocode – This code uses the geographic coordinates of your address e.g., Latitude 34.249722 and Longitude 106.603535.
Telephone – A phone number for the store. This information will be displayed on the Contact Up page under the Customer Service section of the footer.
Fax – A fax number for the store. This information will be displayed on the Contact Up page under the Customer Service section of the footer.
Opening Times – Add the opening and closing times for the Store.
Comment – Enter any comments you may want your customer to know, e.g., “Checks not accepted”.
Stock Statuses
Click +Add button to create Stock Statuses
Stock Status Name – Enter the stock status(es) of the product, e.g. In Stock, Out Of Stock, etc.
Order Statuses
Click +Add button to create an Order Status
Order Status Name – Enter the order status(es) of the product the customer will see when an order is confirmed.
Geo Zones
Click +Add button to create a Geo Zone
Geo Zone Name – Enter the name of your Geo Zone. States, Territories, and Provinces are all zones.
Description – The description of your Geo Zone.
Country – Country where your Geo Zone is located.
Zone – Abbreviated name for “Geographical Zone” which is a group of countries and/or zones in a user-defined area.
Action – Add or Delete Geo Zones.
Taxes
Tax Classes
Click +Add button to create a Tax Class. Once created then use Action to Edit or Delete
Tax Class Title – Name of the Tax Class you are creating.
Description – Description of the Tax Class.
Tax Rate – What is the tax rate?
Based On – Address the tax based on – Shipping Address, Billing Address, Store Address.
Priority – Orders the list of tax classes for selection in Store Products - Data
Action – Click to add or delete a Tax Rate
Tax Rates
Tax Name – The name for this tax rate that will be displayed in the store when taxes are added to the order total.
Tax Rate – Enter Tax Rate.
Type – Type can be a fixed rate or a percentage.
Customer Group – Select the Custom Group(s) this Tax Rate applies to.
Geo Zone – Selecting a Geo Zone will apply the tax to the regions and countries within a Geo Zone.