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Shops

note

Changing the shop settings can have far-reaching consequences. Only edit these settings when you are confident as to their effects! Do not hesitate to contact your consultant or Customer Support for assistance.

To work with shops, in the CloudSuite App go to Stores > Shops. An overview appears, listing all shops that have already been defined. Double-click an existing shop to open its details or click New to create a new one.

The Name of the shop will be visible to shop visitors.

General​

  • Select the Shop Type. (Shop types are described in detail in a separate article.)
    • In a B2B open environment, anyone can see products.
    • In a B2B closed environment, only registered users can see products. Two more fields are then available: next to Type you may choose to present a catalog, and you may choose whether the Home Page or the Log In Page is the shop's Landing Page.
    • In a B2C environment, a field Anonymous sales can be checked to allow users to checkout without login. During checkout they may be prompted to register, or they may be allowed to order without registration. If the additional field Re-use existing guest Party is checked, anonymous orders from unregistered users are combined when they are associated with the same email address.
  • The shop is Active only when the corresponding box is checked. This is the default when creating a new shop.
  • If Pre order shop is checked, certain catalogs can be ordered without checking stock. The field Start delivery date is then visible, and holds the first possible date on which delivery can take place.
  • If Registration Available is checked, shop visitors have the option to register.
  • Enter a Reference to communicate with custom integrations.
  • Select a Payment Configuration for the shop.
  • Set the Login Type:
    • Choose E-mail to allow users to log in with email and password.
    • Choose E-mail and Unique code to allow users to log in with their email or unique code and password.
  • The Name in Title Bar holds the name that is shown as the title of the user's browser tab.
  • If you enter a Description, this will be used as a fallback meta description tag for SEO.
  • If Is Parent Shop is checked, the shop is a parent shop. If this box is not checked, the shop is a child shop and you can select its Parent. When configured with All users access a user of the parent shop can also log in (with the same credentials) to all its child shops.
  • Select the Company.
  • Select the Shop.
  • The URL Imagebank is the base URL that will be prefixed to image file names,
  • The URL Static Files is the base URL that will be prefixed to non-image asset file names,
  • Enter the name of the Theme that defines the visual design and front-end functionality of the shop. If you enter a Base theme in the previous field, the theme can inherit from that.
  • Select or configure the SMTP Server for sending emails.
  • Enter the Origin that will be used in the crimson integration API.
  • Select or configure a Property ID for Google Analytics.
  • If Permanent session is checked, a visitor's session will be stored when they close the browser, and restored at the next visit.
  • If User enable permanent session is checked, a visitor can choose for their session to be stored when they close the browser, and restored at the next visit. This applies to both logged-in and guest users of the webshop.
  • If Set origin and import key is checked, newly-created users require an Origin and Import Key to be generated.

Order Settings​

This tab is described separately.

Prices​

The settings in this tab determine the prices that are shown and they way they are presented.

  • A Default Party can be specified to affect the prices shown.
  • If Remove Currency Symbol is checked, the currency symbol will not be shown. Several studies have shown that the symbol is distracting and can make the B2C user hesitate to place the order. Bear in mind however that in some countries, for example Germany, displaying the symbol is required by law.
  • You may select a Sales Price List, Consumer Price List and Lowest Price Price List.
  • If Price Selector is checked, a price selector will be shown with list prices.
  • If Show Discount is checked, optional discounts will be shown separately in the basket and with a sale. If this box is not checked, the net discounted price will be shown.
  • If Consumer Price Mode is checked, webshop users can switch between B2B prices and consumer prices. This is done by showing prices from an alternative price list, typically the consumer price list linked to the default party for consumer prices.
  • Next to Tax Behavior, specify how VAT is shown. Choices are:
    • Display prices excluding VAT—This is the typical choice for B2B.
    • Display Prices excluding VAT and PDP/PLP also including—This choice is intended for B2B shops which also cater for B2C. There is a performance penalty.
    • Display prices including VAT, regardless of tax rules
    • Display prices including VAT, except for tax-rules
    • Use pricelists including VAT & only tax calculation on order total—If you choose this option, an overview becomes available where you can overrule the VAT for one or more particular delivery countries.
  • You may choose to Use External ERP Interface.

Catalogs​

In this tab, the default shop catalogs are linked. Note that the shop can also be linked to a catalog in the catalog details.

Shop Access​

In this tab, specify what happens when a new user accesses the shop.

  • The Default User Role is the user role that is automatically assigned to users before login.
  • The User Role registration is the user role that is automatically assigned to users after registration.
  • Next to Action registration, choose how to handle a user immediately after registration. The choice depends on the type of shop (B2B, B2C, B2R).
    • Choose Active user with new created party if you want the user to place an order straightaway.
    • Choose Registration process if you want to review the registration before allowing the user to order.
    • Choose Registration process, ordering allowed if you want to allow the user to order immediately but hold the order until the registration has been approved.
  • The Notification Email is the address to which an email will be sent when a new user registers.
  • Next to Change Password Action, choose how to handle a user's changing their password.
  • Under Registration Forms, a list is maintained of registration forms that can be presented to a user. You can edit the form details directly from here.
  • Under Allowed Countries, a list is maintained of countries to which goods can be delivered.

Order Templates​

In this tab, you can check Wishlist to activate wishlists or Order Templates to activate order templates. You cannot check both.

If you activate order templates, their settings are configured in this tab.

  • The Default Add Quantity is the quantity that will be used by default when adding to an order template. Choose Quantity as entered by the user, 1, or 0.
  • If Default Order Template is checked, new users will get a default order template automatically. Three more fields are available:
    • If Favourite Order Template is checked, users cannot remove or rename the default template.
    • If Populate Order Template is checked, the ordered products will be added to the default template using a cron script.
    • The Description is the name of the default template. This will be visible to shop visitors, and can be translated.
  • Set the Number of History records that is available per product within order templates. If you enter 0, no history is available.
  • The Order History in Months determines how many months back order history records can be retrieved.
  • If multiple order templates are allowed, these can be combined in Groups.
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