SITEFORUM - Building Digital Leaders

Shop Settings

v9.0 - Last Mod.: 08/07/2017
 

1. Shop Settings


In this area you can effect various basic settings: Configure the way products and prices are displayed in your shop, select the methods of payment available to your customers, and compose your general terms and conditions.

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1.1 General

  • Price: Show price in US format Activate this option to display prices in US format.
  • Items: Number of items per page on product listing Enter how many products per page should be shown.
    • Show "Item 1 to 10 of 30" Activate this option to display this view at the beginning of a catalog.
    • Unique Product Number: Activate this option if only the product number can only be used once.
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1.2 Stock

  • Provide a countdown of products in stock: Activate this option to show product disposability. Advice: If this option is active you have to declare the disposability for every product.
  • Rate stock as limited: Specify the number of elements to define the limited inventory.
  • Unavailable items: Select an icon for unavailable items.
  • Limited items: Select an icon for limited items.
  • Available items: Select an icon for available items.
  • Legend: displays the selected icons.
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1.3 Order process

Orders:
  • Process order automatically - activate this option to process orders automatically
  • Hide shipping address in order process - activate this option to hide the shipping address in order process
Quantity:
  • Only one unit per product is allowed. - enable this option if only one unit per product is allowed

Sopiing cart:

  • Disable: enable this option to switch the shopping cart off.
  • Lifetime of the basket cookie: Enter the time, how long the content of the basket should be saved. If the time is expired the cookie gets deleted and the saved content of the basket gets condemned.
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1.4 Display this message at the bottom when order has been submitted

Enter a text that the customer will receive as confirmation after sending an order. Note: You can use HTML text.

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2.  Agreements & Terms

Enter your terms and conditions, which are displayed to the customer and which must be confirmed.
Activate the option Mandatory field to make confirmation of terms and condition mandatory.

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3.  Orders & Proposals

Here you configure settings that affect your offers. For example, the number of digits your order numbers comprise and which user groups are allowed to create offers (e.g. sales department).

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3.1 Order Settings

  • Current: displays how the order numbers are currently set up
  • Order number
    • Prefix - Enter a prefix like "A-" so the order numbers have the format "A-0001."
    • Offset - Enter an offset number like "23" so all orders begin with "A-23."
    • Number of leading zeros - Enter the number of leading zeros like "4" and the order numbers have the format "A-000023."
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3.2 Proposal Settings

  • Current: zeigt an, wie die Angebotsnummern aktuell aussehen
  • Proposal number
    • Prefix: Enter a prefix like "Prop-" so the order numbers have the format "Prop-0001."
    • Offset: Enter an offset number like "23" so all orders begin with "Prop-23."
    • Number of leading zeros: Enter the number of leading zeros like "4" and the order numbers have the format "Prop-000023."
  • Discount: Enter the discount levels in % separated by a semicolon.
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4. Payment methods

In this area you find an overview of all available methods of payment. You can delete or edit methods of payment, e.g. if you want to add additional payment information.

4.1 Overview

Sie erhalten einen Überblick über bereits erstellte Zahlungsarten:
  • Payment method Shows the payment method.
  • Fee Shows the fee.
  • Maximum amount Shows if a maximum amount exists for that payment method.
  • Status Shows the status, green = active, red = inactive.
    By clicking the circle you can change the status.
  • Edit By clicking the icon you get to the editing mode.
  • Delete By clicking the icon you can delete the payment method.
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4.2 Add new payment method

To create a new payment method, please do the following:
  1. Click on +Add in the overview.
  2. Enter in the field Payment method a name for the payment method.
  3. Enter in the field Fee the amount of the fee.
  4. If required, enter in the field Maximum amount for payment the maximum amount.
  5. From the selection box Select currency choose the already existing currency.
  6. Enter in the fields Payment info 1 - 5 different information.
  7. From the selection box User group choose the user group(s) who may pay with this payment method.
  8. Click the button Create payment method when ready.
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4.3 Edit payment method

To edit a payment method, please do the following:
  1. In the navigation on the left, below Payment methods, click Overview.
  2. Choose the payment method you want to edit.
  3. Click either
    • the Name of the payment method or
    • the icon Edit.
  4. Do the desired changes, q.v. 4.2 Create new payment method
  5. Click the button Save when ready.
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4.4 Delete payment method

To delete a payment method, please do the following:
  1. In the navigation on the left, below Payment methods, click Overview.
  2. Choose the payment method you want to delete.
  3. Click the icon Delete.
  4. Confirm the erasing procedure by clicking the button OK.
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4.5 Payment providers

Here you can activate and customize the existing payment providers.
  • Advice: If you want to use PayPal in your SITEFORUM Online Shop you need a PayPal Account. For further information about Paypal™ payment method please visit http://www.paypal.com.
  • Use Authorize.net™ for credit card transactions Activate this option to use credit card transactions as payment method.
    Advice: If this option is active you can enter a user name here. For further information about Authorize.net™ please visit http://www.authorize.net.
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5. Shipping methods

In this area you find an overview of all available types of delivery. You can delete or edit your types of delivery, e.g. if you want to change the shipping and handling charges.

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5.1 Overview

You get an overview of existing shipping methods:
  • Shipping method (edit) Shows the name of the shipping company.
    By clicking the name you can edit the shipping method.
  • Fee Shows the fee.
  • Status Shows the status, green = active, red = inactive.
    By clicking the circle you can change the status.
  • Edit By clicking the icon you get to the editing mode.
  • Delete By clicking the icon you can delete the shipping method.
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5.2 Add shipping methods

To create a new shipping method, please do the following:
  1. Click on +Add in the overview to create new shipping method.
  2. Enter in the field Shipping method the name of the shipping method.
  3. Enter in the field Shipping fee the amount of the fee.
  4. From the selection box Select currency choose the already created currency.
  5. Click the button Create shipping method when ready.
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5.3 Edit shipping method

To edit a shipping method, please do the following:
  1. In the navigation on the left click on Shipping methods.
  2. Choose the shipping method you want to edit.
  3. Click either
    • the Name of the shipping method or
    • the icon Edit.
  4. Do the desired changes, q.v. 5.2 Create new shipping method.
  5. Click the button Save when ready.
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5.4 Delete shipping method

To delete a shipping method, please do the following:
  1. In the navigation on the left click on Shipping methods.
  2. Choose the shipping method you want to delete.
  3. Click the icon Delete.
  4. Confirm the erasing procedure by clicking the button OK.
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6. Currencies

Manage the currencies allowed in your shop. You can set new currencies and decide to enable currencies that are already set up. Precondition: For a shop to be functional at least on currency has to be enabled.

6.1 Overview

The first table gives an overview of active currencies:
  • Abbrevation Shows the abbrevation of the currency.
  • Symbol Shows the corresponding symbol.
  • Name Shows the name.
    By clicking the name you get to the editing mode.
  • Status Shows the status, green = active, red = inactive.
  • Edit By clicking the icon you get to the editing mode.
  • Delete By clicking the icon you can delete the currency.
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6.2 Create new currency

  1. Click on +Add in the overview.
  2. Enter in the field Currency abbrevation the abbrevation.
  3. Enter in the field Currency symbol the symbol.
  4. Activate the option Status to activate the currency.
  5. Click the button Create currency when ready.
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6.3 Edit currency

  1. Click either
    • the Name of the currency or
    • the icon Edit.
  2. In the lower area Create currency enter in the field Currency name a new name.
  3. Enter in the field Currency abbrevation a new abbrevation.
  4. Enter in the field Currency symbol a new symbol.
  5. Activate the option Status to activate the currency.
  6. Click the button Create currency when ready.
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6.4 Delete currency

  1. Choose the currency you want to delete.
  2. Click the icon Delete.
  3. Confirm the erasing procedure by clicking the button OK.
Advice: Currencies in use cannot be deleted.

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7. Taxes

Define the taxable countries by configuring the status of the country. Precondition: For a shop to be functional at least on taxable country has to be selected.

To assign tax countries click Taxes in the navigation on the left.
  1. In the left list No tax countries choose the countries you want to add as tax countries in your shop.
    Advice: To select several countries keep the Ctrl button pressed.
  2. In the middle Assign sales tax area click the button Add country.

  3. The chosen countries are added in the right list Current tax countries.
To remove tax countries,
  1. choose in the right list Current tax countries the countries which you want to remove from your shop.
    Advice: To select several countries keep the Ctrl button pressed.
  2. In the middle Assign sales tax area click the button Remove country.

  3. The chosen countries are removed.
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8. PDF & Print-Templates

Here you can customize templates for the creation of PDFs and printing.

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8.1 Header

To customize the header, click Header in the navigation in the left below PDF & Print-Templates.
  1. Enter in the field Content e.g. company logo, address and contact.
    Advice: You can use HMTL text and placeholders.
    The sourcecode could be like this:
    <table width="100%" cellspacing="1" cellpadding="3" border="0">
    <tr>
    <td width="55%">
    LOGO
    </td>
    <td width="45%">
    Callback:<br />
    Phone: 0180 / 123 123 123 (12ct./Min.)<br />
    Fax: 0180 / 123 123 124 (12ct./Min.)<br />
    Email: billing@yourcompany.com<br />
    </td>
    </tr>
    </table>
    Advice: Please always link images server based: <img src="http://www.yourcompany.com/logo.gif">
  2. Click the button Save when ready.
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8.2 Footer

To customize the footer, click Footer in the navigation in the left below PDF & Print-Templates.
  • Enter in the field Content e.g. banking account.
    Advice: You can use HMTL text and placeholders.
    The sourcecode could be like this:
    <hr size="1" />
    <table width="100%" cellspacing="1" cellpadding="1" border="0" bgcolor="#eeeeee">
    <tr>
    <td valign="top">
    Bank: Bank name city<br />
    Account number: 0123456789<br />
    Bank identification code: 100 111 100<br />
    IBAN/BIC for this account are:<br />
    DE79 1234 1234 1234 1234 03 PBNKDEFF<br />
    </td>
    <td valign="top">
    www.yourcompany.com<br />
    www.yourcompany.com/shop
    </td>
    </tr>
    </table>
  • Click the button Save when ready.
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8.3 Proposal

To customize a proposal, click Proposal in the navigation in the left below PDF & Print-Templates.
  1. Enter in the field Content all relevant details.
    Advice: You can use HMTL text and placeholders like:
    $header header
    $footer footer
    $date invoice date
    $number invoice number
    $address invoice address
    $shipping shipping address
    $products List of products with tax and total amount
  2. Click the button Save when ready.
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8.4 Delivery Note "Shop"

To customize the packing slip, click Delivery Note "Shop" in the navigation in the left below PDF & Print-Templates.
  1. Enter in the field Content all relevant details.
    Advice: You can use HMTL text and placeholders like:
    $header header
    $footer footer
    $date invoice date
    $number invoice number
    $address invoice address
    $shipping shipping address
    $products List of products with tax and total amount
  2. Click the button Save when ready.
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8.5 Invoice "Orders"

To customize the invoice, click Invoice "orders" in the navigation in the left below PDF & Print-Templates.
  1. Enter in the field Content all relevant details.
    Advice: You can use HMTL text and placeholders like:
    $header header
    $footer footer
    $date invoice date
    $number invoice number
    $address invoice address
    $shipping shipping address
    $products List of products with tax and total amount
  2. Click the button Save when ready.
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8.6 Invoice "Seminar"

To customize an event invoice, click Invoice "Seminar" in the navigation in the left below PDF & Print-Templates.
  1. Prefix for seminar invoice number Enter a prefix like "EV-" so the order numbers have the format "EV-0001."
  2. Seminar invoice number offset Enter an offset number like "23" so all orders begin with "EV-23."
  3. Number of leading zeros Enter the number of leading zeros like "4" and the order numbers have the format "EV-000023."
  4. Enter in the field Content all relevant details.
    Advice: You can use HMTL text and placeholders like:
    $header header
    $footer footer
    $bookingNumber booking number
    $seminarName Event name
    $seminarDetails Event details
    $seminarPrice Price of event
  5. Click the button Save when ready.
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Strasse des Friedens 15a
99094 Erfurt
Phone: +49 361 6661 5810
Email: info@siteforum.com

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