Settings
At the top of the Settings page are seven tabs. In these tabs, you can set a number of pre-sets that govern the way the store functions & present information. Don't forget to click "OK" or "Apply" when you're finished, or your changes won't be saved. The button "Reset settings" at the top of each page will reset everything on that page back to the default values.
Products
Product list
Setting
What it does
Default "In stock"
Modify the product filter to have "In stock" enabled by default. This will only show products that are in stock in the product list.
Show store stock filter
Enables the ability to display only products that are in stock at your own warehouse/store. Can be set on a category level. Requires you to use the function "Products" -> "Warehouses"
Default "In-store stock"
Sorts products that are in their own warehouse by default at the top of the list.
Show additional text filtering in product list
Allows the user to search within the category they are in.
Search only among categorised products
This will effectively hide any products which are not categorised. Be aware - this will make them impossible to buy.
Show only products with 1WorldSync information
Shows only products that have 1WorldSync product information.
Show search results as promotions
When a customer searches for a product, the top three results will be shown as promotions above the product list. Disable this tick box & they won't be shown anymore.
Number of columns in product grid layout
Allows you to set the number of columns products are displayed in when the user selects the column view mode in for product lists.
Let admins filter product list by suppliers
Enables an additional search filter in the shop, accessible to admins only. This filter displays the suppliers connected to the products within the currently displayed category. It allows admins to filter products based on the supplier feed these products are connected to.
Modifying the defaults does not set them in stone. Values defaulted above (with the exception of "Search only among categorised products") can still be temporarily modified by anyone browsing your site.
Product card
Setting
What it does
Enable internal notes
Enables a function that allows the store admin to make notes against products in the product editor. These notes are also made visible to ADMIN (only) in the storefront. Useful for making information about a product available to your web and/or sales team regarding certain products.
Show extended price info to admin
On the product card, administrators can view extended price information (margin, cost prices, etc.,).
Product info disclaimer
Text entered here will be shown under the product information. For example, you can display a message like "Specifications & descriptions are accurate at the time of publication, but are subject to change without notice".
Show sharing and bookmarking
Sharing code
Default tab
This option specifies which of the tabs is open by default when product information is selected, the options available are Information, Specification and Accessories.
Accessories list expanded per default
The product card displays "Accessories" as a separate tab. If you want the list expanded by default, tick this option.
Show free text specification in PDF
Select this to show the specification on an imported products PDF file. Be aware - if the specification contains HTML, it may make the PDF look bad.
Show free text description in PDF
Select this to show the description on an imported products PDF file. Be aware - if the description contains HTML, it may make the PDF look bad.
Show "product ask customer support button"
With this feature enabled, there is a new button for the end customer to use on each product card. When they use it, an email will be generated and sent to admin to respond to.
Add part number to product page header and title (SEO)
If you want the product card to be indexed and rank higher in search engines, use this feature. This will add the product part number in the product title (H1 tags) and include it on the product page URL.
Prices
Setting
What it does
Default inc VAT
Set your shop to show prices including VAT by default.
Show VAT status with price
Set your shop to show "Inc VAT" or "Exc VAT" with the price.
Allow the user to choose if prices are to be shown including or excluding VAT
Enable this to put radio buttons in the mini basket which allow the end-user to view prices with or without VAT.
Hide rent prices below breakpoint
If you don't want to show rent prices below a specific price, enter that price here.
Round off prices including VAT
This is a setting that only affects Swedish sites, where it's favourable to round prices to the nearest 10 krona.
Display cost price for administrators in the shop
Displays the item cost price in the shop front to admin. This replaces the calculated view they would normally see based on the store's default Price level. Please note that it will display the cost price based on the store's cost price strategy.
Edit sales prices in basket
When enabled, store admin may edit the sales price of an item on the basket page.
Edit cost prices in basket
When enabled, store admin may edit the cost price of an item on the basket page.
Display bid symbol when bid price is used
When enabled, any bid prices will display an symbol next to the price to indicate that this product is using a bid price (instead of a general price).
Discount label
This field allows you to customise the text displayed for prices using the "Discount on general price" logic, such as "Discounted" or "Reduced by". If left blank, default values will be used.
Fixed price lists always trumps price logics
When enabled, customer-specific and general fixed price lists are both checked before general price logics. If disabled, we first check customer-specific fixed prices and then customer-specific price logic, followed by general fixed prices and then general price logic.
Sales prices based on bid have highest priority
Nettailer price calculation based on price logics have separate calculation setup for sales prices based normal and bid and the result is best/lowest price from either of these. With this setting sales prices based on bid always wins.
Stock
Setting
What it does
Show quantity in stock
If this is selected, your shop will show the number of stock available, if not selected, your shop will show coloured images that just dictate whether the product is in stock or not.
Max displayable stock in front-end
Allows the ability to specify the maximum value to show the value of the stock. For example, if there are 150 items in stock and you set this value at 100, the store will display "100+" in stock
Show incoming stock and ETA dates from suppliers
Allows you to turn on/off the option to show a products ETA.
Show incoming ETA and quantity for the product's current price supplier
Allows you to only show the ETA for the supplier that your store is currently got set for this item instead of multiple ETA's if a product is available from multiple suppliers. The supplier selected for products is based on your store cost price strategy.
Display the available stock based on only the supplier whose price is shown on the product
When enabled: will only show the stock of the supplier for which its price is being set on the product.
Show stock only when logged in
If enabled, only logged-in users will be able to view stock levels.
Separate stock per warehouse
If you have multiple warehouses created in Nettailer, selecting this will show stock levels for each discrete warehouse. If not, only one stock level will be shown.
Enable automatic reduction of own stock
Allow the addition of an another option at the product level in the administration panel to decrease the stock quantity of internally added stock when ordered.
Display strategy for buy button when out of stock
Here you specify your strategy for handling the sale of products that are not in stock. The options availible are as follows:
Show
Show but warn on purchase if product not in stock
Dim button if product not in stock
Hide if product not in stock
Display strategy for back in stock notification button
Decides the behaviour of the stock-notification button on the product card. This setting only applies when product is out of stock as the button is only visible when the product is not in stock. yor options are as follows:
Show
Hide
When the "Notify me" is selected when pressed will send a notification to admin that you want to be notified when this product is back in stock. If a customer is logged in, the customer's email will be used automatically, otherwise, the user is prompted for one.
Stock in case of bid
Manage your stock strategy for bidding products through the options in the drop-down list.
Allow bid price from suppliers without stock
If this is selected, a bid price should not be applied to the product if the distributor who has the highest priority for a given bid has no stock on the product. It is controlled with the same "In price strategy" that handles "normal price", as the help text at the setting indicates, it is important that your "In price strategy" prioritizes stock status.
Hide ETA date for zero incoming
When a supplier indicates a zero (0) value for their incoming stock, this option will eliminate their remove time of arrival (ETA) from being displayed.
Hide stock info for placed orders
Product quantity, incoming quantity and ETA date will be hidden in the order history page, order-thank-you page and the approval page.
Miscellaneous
Setting
What it does
Show category tree
This only affects shops with left side navigation. Disabling this will remove the category tree.
Hide text for qty check-in database
Some distributors do not allow for a real-time check of Price & Availability, when attempting to perform a real-time check, P&A from these distributors are labelled as being pulled from the database (populated from the last feed update). Enabling this setting will hide the label.
Do not show menus or search fields if the customer is not logged in
This is not valid in Nettailer RWD (EOL)
Allow export of basket to Excel
Selecting this allows customers to export their basket contents & details to an Excel spreadsheet.
Number of days that new products are hidden
If you do not want to display newly added products in your shop, enter a number here to stop them from appearing for a period of time.
Product forms are visible in basket per order-row
When enabled, product forms will be shown in basked per order row.
Mail for productforms
When set, an XML copy of products forms will be sent to this email address when the order is placed.
Show the retailer-specific product information separately
Adds a new text field above all product information tabs, where your own product description will be shown.
Edit product name in basket
Allows store admins to change product names in the basket.
Show focus assortment link on the product
This adds an icon and a clickable link to a "focus assortment" if a product belongs to one.
Show general assortment switch for administrators
Allows administrators to toggle between general and customer connected assortment when logged in as a customer. Note that it does not affect general limitations (product range and product range limitation filters).
Show override product range button for administrators
Adds the ability for the store admin to see products that would normally be hidden by store set filters set up in the product range limitation tool.
Show stock information for administrators in basket and quotes
Activates PNA check for administors in basket and qoute editor.
Display UNSPSC on product
Enable this setting to display UNSPSC numbers on Product pages
UNSPSC version displayed
Use this drop down to select the UNSPSC version you want to use.
Configurators
Nettailer comes with a number of configurators that you can easily activate through this interface. You also choose here how configurators as a whole should be experienced in the graphical front end, where you can change the title, change the name of the link, upload one picture per configurator, etc.
Feature
What it does
Show configurators
Disable this to hide all configurators & the configurators border.
Header
The title is at the very top of all the configurators. E.G. "Product Guides".
Text
The sub-title is at the very top of all the configurators. E.G. "Having trouble finding the right product? Try our Product Guides!".
Image
If you'd rather have an image at the very top of all configurators, upload it here.
Example configurator and settings;
Feature
What it does
Show Kingston
Enables the individual configurator.
Link name
Text which will be clickable to get to the individual configurator. E.G. "Memory Finder".
Sort order
Allows you to sort the configurators. Always sorts low to high, so number 10 will be above number 30.
Image
Upload an image for the configurator.
Show link name
If this is disabled the 'Link Name' above will not be shown.
Guide
Link
Aurdel Cable Guide
Customers
Customer registration
Feature
What it does
Additional tab for customer registration
Select this to display a tab (in the left navigation) or link (in the top navigation) labelled "New Customer", this appears next to "Log in" which allows new customers to register for an account.
Allow new customer registration
Enable this to allow customers to register for an account. If this is disabled, the administrator must create all customer account manually.
Allow customer administrators to create users
This allows customer admins to create additional users within that customer's account. This setting means store admins won't need to approve these new users.
Allow company customers
This allows the customer to register as a company, which makes different information mandatory during registration.
Allow customers to enter a customer group reference on registration
If enabled and a reference name and/or number has been preset on against a customer group, then the registering customer may enter this reference number and automatically be added to the corresponding customer group on submission
Allow private persons
This enables customers to register as a person, which makes different information mandatory during registration.
Registration in the checkout
This allows customers to register for an account during checkout. If this is disabled, account registration must be carried out before checkout can be completed.
Use the email address as user name
Enabling this feature will ask the user for their email address at login instead of a username. You will find this feature useful as most people can remember their email addresses.
Activate new customers & users manually
Enabling this will mean that while customers can apply for an account, but won't be able to log in or make purchases until their account is approved by an administrator.
Allow customers to edit their own customer information
Disabling this means that customers cannot edit their contact information or stored addresses, it can only be edited by an administrator.
This setting is necessary to allow customer administrators to edit the attest-chain.
Allow customer administrators to edit display options on customers and users
The customer group admin is granted enhanced control over select display options for the users under their administration.
Send mail to the customer on registration
Enabling this will allow the system to send an email to the customer on registration. The email will also contain a randomly generated password that must be used the first time the customer logs in.
Send mail to admin on registration
Enable this to send an email to the administrator when new customers register for an account.
ADD ON Two-factor required
Enable to enforece two factor authentication for users to log into the store.
ADD ON Amount of days a two-factor code is valid for
Specify the number of days a two-factor code is valid for.
Show sales prices
The following dropdown menu allows you to customise the display of the sales price in the store. You can choose from three options: "Yes" to display the sales price to all users, "No" to hide the sales price completely, or "Only for logged-in users" to show the sales price exclusively to users who have logged into their accounts.
Show buy button
The following dropdown menu allows you to customise the display of the buy button in the store. You can choose from three options: "Yes" to display the buy button to all users, "No" to hide the buy button completely, or "Only for logged-in users" to show the buy button exclusively to users who have logged into their accounts.
Admin follows customer/user logic for buy button
This option enables the admin to experience the store from the perspective of a customer/user, ensuring they have the same interface and functionality. This feature proves particularly useful for support purposes and helps prevent admins from making inadvertent errors.
Allow rent
You can configure the "Rent" options in the store using the following choices: "Yes" to enable renting, "No" to disable renting completely, or "Only Financing" to limit the option to financing plans exclusively.
*Note: This functionality is only applicable if you are offering rent or financing solutions in your store and have integrated the necessary functionality or partnered with relevant providers to handle the rental or financing process.
Check "Allow partial deliveries (as the default setting)" per default
Enable this to set "Allow partial deliveries" as the default on customers accounts. Customers can still override this if they want to.
Check "Please keep me updated on products and services." per default
Enable or disable the default setting for the "Please keep me updated on products and services" option on registration. The user can of course change this setting before submitting their registration.
Customer admins can toggle "Users share favorite products" feature
Show customer setting "Users share favourite products" under Customer Information in the shop, which means all users with access to the customer will be able to add/remove favourite products. This also affects a user's favourite products on other customers they have access to.
Information for customer registration
Allows you to specify the information that appears when new customers register for an account.
Registration link
Add a unique URL for registrations. Adding a URL will automatically activate the setting
Send delivery notification by email
Mail is sent out once an order has been completely delivered.
Similar to order confirmation mail but includes serial numbers, package id, ETA for back ordered items.
Sent to the same recipient as the confirmation mail.
Can be enabled/disabled on the customer level.
Address handling
Feature
What it does
Number of digits in delivery postcode
Specifies the maximum number of characters that may be put in the "postcode" box.
Lock invoice address
This setting controls whether the invoice address should generally be locked for the retailer. Deviating settings can be specified for individual customers/customer groups. Display of address can also be affected by address settings made in the form editor.
Lock delivery address
This setting controls whether the delivery address should generally be locked for the retailer. Deviating settings can be specified for individual customers/customer groups. Display of address can also be affected by address settings made in the form editor.
Invoice handling
Feature
What it does
New customer is registered with setting "Disallow invoice"
Enable this so any new customers registered cannot select "Invoice" as the payment type during checkout. Specific customers can be manually edited to allow invoices by the administrator.
Show check-box "Contract customer" at registration (allow invoice)
Enable this to allow existing contract customers to register with this status and automatically gain access to payment by invoice.
Buy
Feature
What it does
Redirect to the basket when the customer clicks buy
Enabling this will take the customer to the basket when they click "Buy" on a product. This will also show any related accessories under the basket.
Log in/Log out
Feature
What it does
Empty basket on logout
If you want the shopping cart to be emptied as soon as you or your customer log out, you can activate this function here.
Customer type request - Add on
Feature
What it does
Ask the customer to choose what type of customer it is when visiting the shop.
By activating these options the end-user needs to choose between "Company" or "Private" when logged in.
Default customer group for private customers
Default setting for a customer group
Default customer group for company customers
Default setting for a customer group
Approvals
Permission for seeing other persons approvals for customer admin approvers
Allows Customer admins to see all pending approvals even if this admin has not been specifically selected to approve the order.
No - Prevents this Customer admin from view other pending approvals.
Show - Allows the Customer admin to only view all pending approvals.
Approve - Allows the this Customer admin to see and approve any pending orders.
Limitation for seeing other persons approvals for customer admin approvers
Limits the option above so that the Customer admin only has visibility off other pending approvals if it is under their approval order value limit.
No - No limits set, customer admins can see all pending approvals.
Below limit - Customer admins may only see pending approvals under their order spending limit.
Send mail to all valid approvers
Only valid approvers that are able to approve an order that has been sent to approval will be added in the cc list for that approval mail. This means that some approvers may lack the right to approve an order and they are therefore not included in the CC list of an approval mail.
Show extended approval information on user table
When administering approvals, the user table will display additional information to provide more context and details.
Show approval information in the shop admins user list
The shop admins user list will now include additional information to provide more comprehensive details.
Display options
Feature
What it does
Show customer number on the customer info page
Adds the customer number (assigned to a customer in the customer editor in admin) to be visible to the customer on the customer info page. If this is not enabled there is nowhere in the shop front for a customer to identify their account by anything other than the company name and the user's details.
Customer-changer display options
This option gives the admin a choice of how customers information is displayed in the storefront.
Display company name, first name, last name
Display only company name
Display only first and last name
Allow users to see all customer order history
This setting determines the visibility of order history for the user on the customer(s) they are associated with.
Standard: No (according to the shop's initial setting
Yes: allows the user to view the complete order history of the customer they are connected to.
No: restricts the user from accessing any order history of the customer they are connected to, except for their own order history.
Promotions
Feature
What it does
Number of promotions to the right of the shop (Nettailer Classic).
Specify the maximum number of promotions to show to the right of the shop. If more promotions exist than this number, the shop will randomly select this many (unless "exempt for randomisation" is selected on the promotion).
Number of right side promotions (Nettailer Classic).
Specify the maximum number of promotions to show in the right-hand column of the shop. If more promotions exist than this number, the shop will randomly select this many (unless "exempt for randomisation" is selected on the promotion).
Number of left column promotions (Nettailer Classic).
Specify the maximum number of promotions to show in the left-hand column of the shop. If more promotions exist than this number, the shop will randomly select this many (unless "exempt for randomisation" is selected on the promotion).
Number of promotions in the midsection (Nettailer Classic).
Specify the maximum number of promotions to show in the central column of the shop. If more promotions exist than this number, the shop will randomly select this many (unless "exempt for randomisation" is selected on the promotion).
Show promotions for users that aren't logged in
Disabling this will hide all promotions if the user isn't logged in.
Sort promotions with the connected customer as priority over the sort value
Activating this option will showcase customer-connected promotions before following the store's predetermined sort order, guaranteeing that your customers encounter the most relevant promotions first.
Recently sold
This feature is automated and shows the most recently sold products over the last 2 weeks by default, but this setting can be changed.
Feature
What it does
Show
Disabling this will hide the 'Recently sold' box on the left of your site.
Number of items
Set the maximum number of products to show.
Number of days back
Allows you to set how far back the system will look back to populate the pre-set number of recently sold itmes specified above.
Top sellers
This feature can be automated to show the products with most sales over the last 3 months by default but this setting can be changed.
Feature
What it does
Show
Disabling this will hide the 'Top Sellers' box on the left of your site.
Generate automatically
Enable this to organically populate the top seller's list. If this is disabled, you will need to specify which products you want to show in "Products" > "Top Sellers".
Number of items
Set the maximum number of products to show.
Number of days back
Allows you to set how far back the system will look back to populate the pre-set number of top sellers specified above.
Notifications
Feature
What it does
Email notification when promotion disappears from stock
With this enabled, an email is sent to the shop admin if a promotion is not in stock.
Menu
Feature
What it does
Show settings menu
Enable this to show a tab (left navigation) or link (top navigation) labelled 'Settings'. This will allow customers to hide the 'Filter' in product lists. Verva customers will also be able to hide all products that aren't Verva specific.
Show promotions menu
Enable this to show any new "Promotion Categories" you create.
Show Returns in menu
Enable this to show the link labelled 'Returns' under 'your account on the homepage.
Show invoices menu
Enable this to show the link labelled 'Invoices' under 'your account on the homepage.
Defaults
This section specifies some of the global default settings for areas that may have multiple options for various shop settings (default currency for example).
Feature
What it does
Tax
Pick which tax setting to use as default.
Country
Specifies the default country when customers create/modify their address details.
Base currency
Specifies the default currency of all pricing is bases on in your store.
Display currency
Specifies the default currency of all pricing is displayed in your store (regardless of the stores base currency).
Price level
Specifies the default Price level. Any customer not logged in, or set as 'default' will see the prices in this tier.
Delivery option
Specifies the default delivery method.
Miscellaneous
Here you can set a number of general settings that apply to the shop.
Feature
What it does
Logo URL
Specifies the main URL of your shop. This is used in exports (E.G. Google Products) to link back to products information. This will also give a better hit rate in search engines.
Page Footer
This sets what text is visible in the footer of your site.
Security
Feature
What it does
File area key
Only used by Netset admin at this point.
Mark order where customer changed email domain
Mark orders in the order view where the customer has changed email domain within a week of the occasion where the order was placed.
Ip Ranges Enabled
Only allow specific ranges of IP addresses to access the shop. This setting affects customers as well as administrators.
Tor Ip Warning Enabled
A majority of fraud attempts are using Tor networks in order to get an anonymous IP. This setting blocks users coming from a Tor network so that they cannot access eShop at all.
Clickjacking protection enabled.
Clickjacking is a type of attack that tricks users into clicking something, such as a button or link because they perceive it to be safe. By creating hidden iframes pointing to your site pages, hackers can entice users to click an element that appears to be on a different web page. But instead of the visible element handling the click, the click is hijacked and some element of the invisible site iframe on top receives it. Clickjacking can potentially lead to data intrusion, unauthorized emails, changed credentials, or other malicious site-specific results. With clickjack protection, however, you can secure your site by controlling whether browsers allow frames pointing to your pages.
Checkout
Feature
What it does
Show check box for terms of purchase at checkout
Specifies whether your customer needs to check that they have read the terms of purchase before making purchases in the order process.
Show processing order message
Check this box if you want a notification to appear when your customer clicks "Place an order". This we strongly recommend that you do as this has two main purposes: 1) The customer will not think that the page has hung if it takes a long time and 2) The customer can not click anywhere during the actual transaction which may cause the order to worry be able to arrive.
Show row total in basket
Use this option to display a row total at the checkout page. Useful if you have multiple quantities per line. This also gives a true line total for VAT calculation.
Small order charge
This feature allows you to add an additional fee for processing low-value orders. If you want to exclude specific customers or customer groups, this can be done on the customer card.
Feature
What it does
Use small order charge
Enable this to charge a small order charge.
Small order charge
How much to charge when the value of an order is below the break-point.
Breaking point for application of small order charge
Set the order value below which you want to charge an additional fee.
The small order charge will appear at the checkout if the breaking point is not met. The breaking point is also displayed to give the customer the opportunity to add an item or two to avoid the small order charge.
Freight
Feature
What it does
Display freight that have a cost of 0
Enabling this feature means that shipping with a cost of 0 will be displayed in the basket, checkout and order confirmation mail. This also means that the free shipping row will be exported to third party services (such as ERP systems). This may potentially crash the service of a third-party if they do not support this form of displaying free shipping
Show freight in basket
Enable this to show the default delivery cost in the mini basket.
Edit freight in the basket
Enable this option to allow admins to modify frieght in the shopping cart when ordering in front end.
Miscellaneous
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Feature
What it does
Use TradeDoubler
If you want to use Tradedoubler, enable this.
Company number
Enter your Tradedoubler company number.
TradeDoubler event
The trigger set by Tradeduobler is required for this service to be utilised.
Send order confirmation to admin
Enable this to send an order confirmation to the admin when you place an order when logged in as a customer.
Show cost price in "send order confirmation to admin" email
Enable this option to include your "cost prices" in the emails for the above option
Replace empty order numbers with customer reference numbers
Enable this to use the customer reference number as the order number if no order number is specified.
Only use retailer connected countries
Your store may have country settings that you do not want to facilitate. This setting means the store's default countries are hidden and only countries you add will be available.
Breadcrumb-separator
By default, the separator is a semicolon (:) in the breadcrumbs in the front end. If you think it fits better with another separator, you can change this. Don't forget the space.
Text inside search-box
This setting allows you to edit the default text that is displayed as a placeholder in the search box. Often just the word "Search".
Display Netset logo in back-end
Display the Netset logo in the backend in the top right-hand corner of the screen (on by default).
Display online doc in back-end
Displays the links to this manual. This is in the form of a ? in the top right of the screen and often on each page of store admin (on by default).
Header text in back-end
Displays the contents of this text box as the header in the top right-hand corner of the shop admin, preceded by the platform version you are currently running (Nettailer by default).
Favicon for the shop
Upload an image / logo to use as your browser Favicon
Favicon for admin pages
Upload a different image / logo to use as your browser Favicon when accessing the back office of your store - this makes it easy to spot front shop and back office tabs with multiple browser tabs open
Display customer names on my pages
Shows customer name instead of "my account" in the shop front.
Hide customer name above my pages
Hides the customer name which is displayed by default. This is displayed under the basket and above my account.
Show private mode for administrators
This setting contains the options availible for "Privacy mode"
No - "Privacy mode" is disbled
Yes (Default: Off) - Enables "Privacy mode" and sets it toggled on or off manually
Yes (Default: On) - Enables "Privacy mode" and sets it active by default
Email Grabber
Feature
What it does
Use Email Grabber
Enable this to show the Email Grabber in the right-hand column of your shop.
Header
This will set the title for the grabber. E.G. "Register for our newsletter".
Text
This will set the subtitle for the grabber. E.G. "Enter your email address to subscribe to receive our email newsletter".
You can edit what page the visitor sees after clicking OK in "Documents" > "Email Grabber Thanks". We recommend you customise this page if you use the email grabber.
Invoice
Feature
What it does
Default number of days before an invoice is expired
This specifies the number of days before an invoice becomes due for payment.
Create invoice for order status
This specifies the status at which an invoice is created. options included are: None, Processing or Dispatched.
Use created date from order when creating an invoice
Allows the system to set the date of an invoice as the date the order was created automatically.
Quotes - Available as part of the "Quote tool" feature
Feature
What it does
Show admin users all quotes in system, not only their own
Shows the admin all quotes made on the system, instead of just those he has created.
Publish quotes when quotes are created
This setting makes the quote tool active/inactive across all users. Some help manage who has quote access or not. In some cases, the admin may want all users to have access to quotes and he may manually turn the feature off on selected accounts. In other cases the admin wants only a few selected users to have access to quotes in which case he would leave this inactive and just turn on the quote feature for those selected users under their account settings.
Show quote request in basket
Tick to enable a link in the basket allowing customers to request a quote on the products they currently have in their cart.
Quote breakpoint (local currency)
Specify the order value that is required before the "Request a quote" button* is visible. *See setting above.
Show quotes in menu for salespersons
Allows admins with only the sales role to access the quote functions (instead of just full admins).
Send quote mail to customer's address
Forces quote to get sent to the address previously resisted on account activation and not an email address changed during quote creation (security measure).
Hide used quotes from customers
Removes used quotes from customer view inactive quotes. As soon as a quote has been added to the basket it is considered "used", even if that basket was then not submitted as an order.
Days until quotes expire after creation
Used to set a default number of days before a quote expires from the date a quote is created.
Allow multiple quotes in basket
Allows multiple quotes to be added to the basket at the same time and be processed with a single transaction.
Order
Feature
What it does
Enable Saved Baskets
Gives the customer the right to be able to save a shopping cart.
Share Saved Baskets
Lets users and customers share Saved Baskets if users, customers, groups settings are set to true.
Show tracking info on order lines
Tracking links will be shown on the order lines they are connected to, instead of grouping all order packages together. This only applies in the front-end of the shop and on packages tied to purchase orders. Packages manually created in the order editor are not connected to individual lines and will still be displayed for the order as a whole.
Allow manual export only when all items are delivered
Prevents all orders that do not have status "Delivered" from being exported.
Order status for payment not matching
If a payment for an order does not match the criteria you have set up with your payment providers, then the order may be moved to a different order status automatically. The status options included are: Order received, Payment denied or Cancelled.
Allow order-comments up until status
Specify how far through the order process you want to allow "comments" to be added to an order.
Text for disabled order-comment input
Specify the the message that will be shown once the specified status mentioned above is achieved, informing the user that they cannot add any more comments.
Max characters in order item comment
Set the maximum number of characters allowed in comment boxes in the checkout and individual order pages.
Order history
The following settings determine which columns can be made available to the customer on the "Order history" screen.
Show external order number in order history
Enable this to displays the "External order number" column.
Show date in order history
Enable this to displays the "Order date" column.
Show customer reference in order history
Enable this to displays the "Customer refernce number" column.
Show invoice reference in order history
Enable this to display the "Invoice Reference" column.
Show goods label in order history
Enable this to display the "Reference" column.
Show "Ordered by"-column in order history
Enable this to display the "Ordered by" column.
Show order total in order history
Enable this to display the "Total" column.
Show order status in order
Enable this to display the "Status" column.
Google reCAPTCHA
How to guide available here: Setting up reCAPTCHA
Feature
What it does
Enable reCAPTCHA V2
Enable or disable google reCAPTCHA on customer registration pages. reCAPTCHA protects your website from fraud and abuse. reCAPTCHA uses an advanced risk analysis engine and adaptive challenges to keep malicious software from engaging in abusive activities on your website.
Set reCAPTCHA secret key
During setup of reCAPTCHA (with google) you will need to acquire a secret key and will need to input it here.
Set reCAPTCHA site key
During setup of reCAPTCHA (with google) you will need to acquire a site key and will need to input it here.
Set reCAPTCHA language
During setup of reCAPTCHA (with google) you will need to set a language and need to input your selected language here.
Require reCAPTCHA for customer registration
Enable this if you want to force your users to use reCAPTCHA to submit a customer registration.
Require reCAPTCHA for the Email Grabber
Enable this if you want to force your users to use reCAPTCHA to sumit their request to be added to the email grabber tool (used to create mail lists).
Metadata
Feature
What it does
Title
Page titles are the singular line of text you see in the search engine results, when bookmarking a page and on a tab in your browser bar, and they can be likened to book titles. They are normally a short description of the linked page. This is the section you can specify this title.
Keywords
The meta keywords can be inserted into your web pages to provide search engines with information about your pages that isn't visible on the page itself.
Description
Meta descriptions are short descriptions of a page, similar to the blurb on the back of a book. They summarise the content you will find when you click on the link of a page on a search engine’s results page. You can add these descriptions for your store here.
Content Providers
Here you can edit the settings for Content providers product information services.
Feature
What it does
1WorldSync Logo Services (EOL)
Enable or disable the 1WorldSync logo service. Qualifying products will have Windows 10, EPEAT or any other relevant logos displayed on the product card.
1WorldSync content portal
A setup guide can be found here.
Feature
What it does
1WorldSync content services
Tick this box to enable this service (Requires an external agreement with 1WorldSync).
Zone ID
Add your Zone ID as specified when you set up this service (set up externally).
SKey
Add your SKey as specified when you set up this service (set up externally).
Included manufacturers for the 1WorldSync catalogue export
Add the manufacturers your agreement has activated. Example data: "HP~Lenovo~Microsoft~Dell~Epson"
Catalogue download URL
This will specify the URL that will be required during your 1WorldSync content portal setup.
Icecat
This feature requires a subscription with Icecat. You can register for an account with them directly here.
Feature
What it does
Enable Icecat Live content as fall-back in case of no 1WorldSync Prod ID
Enables Icecat content to be visible in the "Information" tab on any product page if 1WorldSync content is not present and Icecat coverage is.
Icecat Username
Add you Icecat account username here (Icecat account is required)
Icecat locale
Show title
Enable to display product title in the "information" tab *If content is availble.
Show essential info
Enable to display essential info in the "information" tab *If content is availble.
Show marketing text
Enable to display marketing text in the "information" tab *If content is availble.
Show manuals
Enable to display manuals in the "information" tab *If content is availble.
Show reasons to buy
Enable to display reasons to buy in the "information" tab *If content is availble.
Show reviews
Enable to display reviews in the "information" tab *If content is availble.
Show feature groups
Enable to display feature groups in the "information" tab *If content is availble.
Show gallery
Enable to display image gallery in the "information" tab *If content is availble.
Show feature logos
Enable to display feature logos in the "information" tab *If content is availble.
Show tours 3d
Enable to display 3d tours (interative images) in the "information" tab *If content is availble.
Use Icecat videos
Enable to display Icecat videos in the "information" tab *If content is availble.
Show product story
Enable to display product story in the "information" tab *If content is availble.
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