Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
ecommerce_storefront_setup [2019/05/09 18:17]
tblount
ecommerce_storefront_setup [2021/03/03 08:29] (current)
pcosta [My Stores Setup]
Line 1: Line 1:
-====== Storefront Setup ======+====== My Stores Setup ======
  
-In this article, we will be outlining the Storefront section of the Admin Panel. If you would like more specific information about a given topic, please reach out to the Ecommerce Training Staff at ecommerce@cyrious.com.+In this article, we will be outlining the **My Stores** section of the Admin Panel. If you would like more specific information about a given topic, please reach out to the Ecommerce Training Staff at ecommerce@cyrious.com.\\ 
 +\\ 
 +*NOTE*\\ 
 +When creating a storefront please reference your sales paperwork for ecommerce to know your available number of stores. If you create a new storefront beyond the amount you're allowed, a Store Domain/URL will not be generated. This means you will not be able to preview or access the store. Store Domain/URL will only be generated if you still have available stores.
  
-===== General Tab ===== 
  
-Store Identity+===== My Stores Menu =====
  
-  - Store Name - This is how you want to identify the storefront to your customer. +**+ (New Store)** - This option will allow you to create a new Store as long as you have an available Store. Please reference your sales contract to note your Ecommerce PackageYour package will tell you the number of Stores your company has to work with on Ecommerce.
-  - Brand Name - This is how you want to identify the storefront within your organization. +
-  - Store Catalog - The catalog tells the storefront what product categories and products to display. Only one catalog can be assigned to a storefront at a time. +
-  - Store Logo Image - This is the image your storefront will display for branding. Images should be less than 3 Megs. Supported file types are JPEG, PNG, and GIF.+
  
-Security+**Search **- This option will allow you to filter your list based on Store Name, Store Brand, or Catalog attached to Stores.
  
-  - Require User Login - Check this box if you want your customer's to sign in to the storefront before they can see products and pricing. +**Toolbar**
-  - Enable Public Customer Sign-Up - Check this box if you want to allow a customer to sign up through the storefont. For private brand site, you will want to talk to your trainer about best practices of using this option. +
-      - Restrict Email Domain - If Enable Publick Customer Sign-Up is enable, you can restrict the storefront to certain email domain (or group of domains) to make sure the correct customers are allowed to sign up for the storefont you created.+
  
-Default Settings+   - **Edit **- To edit an existing record, click on the corresponding row. 
 +  - **Name **- This is the name used to identify the Store to your customer. 
 +  - **Brand **- This is the name used to identify the Store within your organization. 
 +  - **Catalog**  - This is the quick view of the current Catalog attached to the Store. 
 +  - **ID **- The database unique identifier for the Store. This option is not editable, but you may need to provide this information to the Ecommerce Training Team to troubleshoot issues. 
 +  - **More Options **- Represented as 3 vertical dots on the far right side of the Store row. Hover over the option menu for the following: 
 +      - **Preview **- Represented as an eye. This allows you to see the customer's perspective of the Store. 
 +      - **Clone **- Represented as overlapping pages. This allows you to clone a Store as long as you have an available Store. 
 +      - **Delete **- We don't currently support deletion of Stores. If you are new to setup and have not used the Store for customer orders, you can rename the Store without issue. If you have used the Store for customer orders, please reach out to ecommerce@cyrious.com for additional options. 
 +===== General Tab =====
  
-  Enable Wholesale Pricing - Check this box if this storefront is for a customer using wholesale pricing. +**Store Logo**  This is the image your Store will display for branding in the left corner of the StoreImages should be less than 3 MB. Supported file types are JPEG, PNG, and GIF.
-  - Enable File Uploads - Check this box if you want the storefront to allow customer provided file for artwork.+
  
-Store Contact Information+**Favicon **- This is the image your Store will display for branding as the browser tab image. Images should be less than 1 MB. Supported file types are JPEG, PNG, and GIF.
  
-  - Administrator's Email - This email is the main contact for storefront setup. +**Store Identity**
-  - Sales Department Email - This email will be displayed on the customer's receipt, and it will receive a copy of each order receipt processed on the storefront. +
-  - Customer Service Email - This email will be displayed on the storefront for the customer to contact with any issues. +
-  - Sales Department Phone Number - This phone number will be displayed on the customer's receipt. +
-  - Customer Service Phone Number - This phone number will be displayed on the storefront for the customer to contact with any issues. +
-  - Mailing Address - This address will be displayed on the storefront for the customer to contact with any issues.+
  
-===== Style Tab =====+  - **Store Name**  - This is the name used to identify the Store to your customer. 
 +  - **Brand Name**  - This is the name used to identify the Store within your organization. 
 +  - **Store Tagline**  - This option allows you to display a Store slogan to your customer. 
 +  - **Store Catalog**  - The Catalog tells the Store what Product Collections and Products to display. Only one Catalog can be assigned to a Store at a time. 
 +  - **Customize Theme**  - This option allows you to change the color scheme and add some basic HTML code to the Store. For more information about the customize theme feature, see the feature article [[:ecommerce_customize_theme|here]]. 
 +**Store Domains**
  
-The style tab allows you to pick the look of the individual storefront. For example, a private storefront can have color scheme that matches their brand.+  - **Generic **- The default URL attached to the Store. This link is maintained and supported by Cyrious. It cannot be changed. 
 +  - **Custom**  - This option allows for a custom URL attached to the Store. This link is maintained and supported by your DNS settings. For more information about customizing your URL namingsee the feature article [[:ecommerce_-_setting_up_a_custom_storefront_url|here]]. 
 +**Default Product Image **- This option will allow you to set default Product image in case an artwork file is not attached to Product for your Store.
  
-===== Integration Tab =====+**Security**
  
-Control Integration+  - **Require User Login**  - Check this box if you want your customers to sign in to the Store before they can see Products and pricing. 
 +  - **Enable Public Customer Sign-Up**  - Check this box if you want to allow a customer to sign up through the Store. 
 +      - **Restrict Email Domain**  - If the permission above is enabled, you can restrict the Store to a certain email domain (or group of domains) to make sure the correct customers are allowed to sign up for the Store you created. 
 +  - **Allow Site to be Searchable**  - Check this box if you want your store to be indexed by search engines, such as Google. Typically, this will be turned on for public sites, and it will be turned off for private branded sites. 
 +**New Account Registration**
  
-  - Order Sync This option controls if ecommerce orders from this storefront will sync to your live Control database+  - **Company Required **If checked, the Company Name on the registration page will be required
-  - Default Order Station This is the Control order level station that ecommerce orders should be set to when initially created in Control+  - **Restrict Company Selection to List **If checked, you will receive a list of available companies from your system that can be used to define where contacts can register
-  - Default Line Station - This is the Control line item (or product) level station that ecommerce orders should be set to when initially created in Control.+**Store Settings**
  
-===== SEO Tab =====+  - **Show Pricing **- Check this box to display Product pricing on the Store. 
 +      - **Enable Wholesale Pricing**  - Check this box if the Store is for a customer using the wholesale pricing setup on Products. 
 +  - **Enable File Uploads**  - Check this box if the customer will be allowed to provided their own file(s) for artwork on the Store. 
 +  - **Show All Products on the Homepage **- Check this box if the Store should display all products on the home page under the Feature Collections and Feature Products sections. 
 +**Store Information**
  
-If enable, the SEO tab will allow you to set your search rules for the storefront. This is most commonly used with public storefronts.+  - **Sales Department Phone Number**  - This phone number will be displayed on the customer's receipt. 
 +  - **Customer Service Phone Number**  - This phone number will be displayed on the Store for the customer to contact with any issues. 
 +  - **Mailing Address**  - This address will be displayed on the Store for the customer to contact with any issues. 
 +  - **Administrator's Email **- This email is the main contact for Store. 
 +  - **Sales Department Email**  - This email will be displayed on the customer's receiptand it will receive a copy of each order receipt processed on the Store. 
 +  - **Customer Service Email**  - This email will be displayed on the Store for the customer to contact with any issues. 
 +      - **Custom Label**  - This option allows you to mask your Customer Service Email with alternative text. If you display alternative text, your customer may need to contact their IT department to make sure they have an active email editor or the correct web browser permissions to allow mailto href tags. 
 +      - **Show in Top Navigation**  - If checked, this option will display your Customer Service Email in your Store header. 
 +  - **Custom Link 1 URL**  - This option allows for a link to one outside website of your choice. For the link to properly navigate outside of the Store, please include the http or https settings for the site, such as  [[http://www.cyriouswiki.net|http://www.cyriouswiki.net]] or [[https://www.cyrious.com/|https://www.cyrious.com/]] 
 +      - **Custom Label** This option allows you to mask your Custom Link 1 URL with alternative text. 
 +===== Integration Tab =====
  
-===== Display Tab =====+**Control Integration**
  
-The Display tab will allow you to set a default image in case an artwork file is not attached to a productAdditionally, it allows you to create your HTML content for certain pages. For exampleif you would like to display additional instructions on the checkout pageTo use this fucntionality, you will need an employee experienced in writing HTML code. Ecommerce Trainers cannot provide support on writing for these content sections.+  - **Sync Options**  - This option controls if Ecommerce orders from this Store will sync to your live Control databaseUnless you are ready to receive live production orders from this Storeit is recommended to leave the option disabled during setup and customer approval reviews. 
 +  - **Default Order Station**  - This is the Control order level station that Ecommerce orders should be set to when initially created in Control. 
 +  - **Default Line Station**  - This is the Control line item (or product) level station that Ecommerce orders should be set to when initially created in Control. 
 +===== Pages Tab =====
  
-===== URL Tab =====+The Pages tab allows you to create content pages for the Store footer, such as About Us pages.
  
-The URL tab displays the storefront url attached to this setup. If you are looking at Storefront ID 1, it will host all available storefront urls for your company until you are ready to setup a new storefront.+===== Checkout Tab =====
  
-===== Store Info Tab ===== +**Payment Types**  - This option allows you to pick which payment methods will be available per Store. COD and On Account means you will bill the customer out of Control. Credit Card will ask the customer to pay before submitting their order. //__Credit Card requires the use of Capital Q within Control.__  //
- +
-The Store Info tab allows you to create content pages for the storefront footer, such as About Us pages. +
- +
-===== Checkout Tab =====+
  
-Payment Types - This option allows you to pick which payment methods will be available per storefront. COD and On Account means you will bill the customer out of Control. Credit Card will ask the customer to pay before submitting their orderCredit Card requires the use of Capital Q within Control.+**Supported Credit Card Types**  If you are using Credit Cards on your Store, you can define which types you will allow your customer to use__//This should match the credit cards allowed in Control and your Capital Q settings.//__
  
-Supported Credit Card Types If you are using Credit Cards on your storefront, you can define which types you will allow your customer to use.+**Billing & Shipping Countries**  This option allow you to configure the available countries for billing and shipping addresses during the checkout process.
  
-Settings+**Checkout Settings**
  
-  - Show Additional Instructions at Checkout - This option allows your customer to provide you additional instructions for their order before submitting the job. +  - **Show Additional Instructions at Checkout**  - This option allows your customer to provide you additional instructions for their order before submitting the job. 
-  - Require PO/Dept Code - This option requires your customer to provide you a PO Number before submitting the job. This will sync to the PO Number field on the Totals tab of the Control order.+  - **Require PO/Dept Code**  - This option requires your customer to provide you a PO Number before submitting the job. This will sync to the PO Number field on the Totals tab of the Control order
 +**Additional Terms & Conditions**  - This option allows you to type out a message for your own terms & conditions. The customer will be required to check that they have read the message.
  
-Additional Terms & Conditions - This option allows you to type out a message for your own terms & conditions. The customer will be required to check that they have read the message.+===== Advanced Tab =====
  
-Billing & Shipping Countries - This option allow you to configure the available countries for billing and shipping addresses during the checkout process.+The Advanced tab allows you to track information across your Store pages, such as Google Analytics. To use this functionality, you will need an employee experienced in writing Javascript code. Ecommerce Trainers cannot provide support on writing for these content sections.
  
-===== Javascript Tab =====+===== Approvals Tab =====
  
-The Javascript tab allows you to track information across your storefront pagessuch as Google AnalyticsTo use this fucntionality, you will need an employee experienced in writing Javascript code. Ecommerce Trainers cannot provide support on writing for these content sections.+The Approvals tab allows you to define Store order pricing rules for various end user groups. You can set default and group based rulesand you can assign end users as approvers, customers (subject to order approval rules), or exempt customers (not an approver, but not subjected to order approval rules)By defaultthis feature is turned off for all Ecommerce customers. If you are interested in using the feature, please contact the Ecommerce Training Staff at ecommerce@cyrious.com. For more information about using order approvals, see the feature article [[:ecommerce_orderapprovals|here]].