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ecommerce_storefront_setup [2019/08/02 11:25]
tblount 		ecommerce_storefront_setup [2021/03/03 08:29] (current)
pcosta [My Stores Setup]
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-====== 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.
  
-===== Storefront Menu ===== 
  
-New Storefront - This option will allow to create a New Storefront as long as you have an available license.+===== My Stores Menu =====
  
-Number of Storefronts Remaining - If you have an available license for a new storefront, your available number of storefronts left will be displayed.+**+ (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 Package. Your package will tell you the number of Stores your company has to work with on Ecommerce.
  
-Search - This option will allow you to filter your list based on name or brand.+**Search **- This option will allow you to filter your list based on Store Name, Store Brand, or Catalog attached to Stores.
  
-Toolbar +**Toolbar**
- +
-  - Edit - Represented as a pencil when you you hover or hightlight a storefront row. This allows you to open an existing record. +
-  - ID - The database unique identifier for the storefront. This option is not editable, but you may need to provide this information to the Ecommerce Training Team to troubleshoot issues. +
-  - Name - This is the name used to identify the storefront to your customer. +
-  - Brand - This is the name used to identify the storefront within your organization. +
-  - Preview - Represented as an eye. This allows you to see the customer perspective of the storefront. +
-  - Clone - Represented as overlapping pages. This allows you to clone a storefront as long as you have an available license. +
-  - Delete - We don't currently support deletion of storefronts. If you are new to setup and have not used the storefront for customer orders, you can rename the storefront without issue. If you have used the storefront for customer orders, please reach out to ecommerce@cyrious.com for additional options.+
  
 +   - **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 ===== ===== General Tab =====
  
-Store Identity+**Store Logo**  - This is the image your Store will display for branding in the left corner of the Store. Images should be less than 3 MB. Supported file types are JPEG, PNG, and GIF.
  
-  - Store Name - This is the name used to identify the storefront to your customer. +**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.
-  - Brand Name - This is the name used to identify the storefront within your organization. +
-  - Store Tagline - This is option allows you to display a storefront slogan to your customer. +
-  - 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+**Store Identity**
  
-  - 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. +  - **Store Name**  - This is the name used to identify the Store to your customer. 
-  - 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. +  - **Brand Name**  - This is the name used to identify the Store within your organization. 
-      - 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.+  - **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**
  
-Default Settings+  - **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 naming, see the feature article [[:ecommerce_-_setting_up_a_custom_storefront_url|here]]. 
 +**Default Product Image **- This option will allow you to set a default Product image in case an artwork file is not attached to a Product for your Store.
  
-  - Enable Wholesale Pricing - Check this box if this storefront is for a customer using wholesale pricing. +**Security**
-  - Enable File Uploads - Check this box if you want the storefront to allow customer provided file for artwork.+
  
-Store Contact Information+  - **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**
  
-  - Sales Department Phone Number - This phone number will be displayed on the customer's receipt. +  - **Company Required **- If checked, the Company Name on the registration page will be required. 
-  - Customer Service Phone Number - This phone number will be displayed on the storefront for the customer to contact with any issues. +  - **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. 
-  - Mailing Address - This address will be displayed on the storefront for the customer to contact with any issues. +**Store Settings**
-  - Administrator's Email - This email is the main contact for storefront setup. +
-  - 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. +
-  - 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 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 storefront 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 storefront, 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.+
  
-===== Style 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. 
-The style tab allows you to pick the look of the individual storefront. For example, a private storefront can have a color scheme that matches their brand. +  - **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. 
-Fonts +**Store Information**
- +
-  - Font Family - This option allows you to choose which text styling to use across your storefront. +
-  - Font Size - This option allows you to control the readable and sizing of the text across your storefront. +
- +
-Colors +
- +
-  - Header Background - This option controls the color of the storefront's header. It is the area that contains the storefront logo and search options. +
-  - Heading Text - This option controls the text color of the storefront's header. It is the area that contains the storefront logo and search options. +
-  - Top Navigation Background - This option controls the color of the storefront's top navigation bar. It is the area that contains the storefront logo, customer service contact information, customer login link, and basket link. +
-  - Top Navigation Text Color - This option controls the primary text color of the storefront's top navigation bar. It is the area that contains the storefront logo, customer service contact information, customer login link, and basket link. +
-  - Top Navigation Hover - This option controls the hover text color of the storefront's top navigation bar. This color will appear when you hover over one of the link options in the header, such as the customer service email address, customer login link, and basket link. +
-  - Navigation Background - This option controls the color of the storefront's primary navigation bar. It is the area that contains the home button and your storefront primary catergories. +
-  - Navigation Hover - This option controls the hover color of the storefront's primary navigation bar. This color will appear when you hover over the home button and one of the storefront primary categories. +
-  - Input Text Color - This option controls the storefront's default text color. This color will appear on your storefront in areas that don't have a specific text color option. +
-  - Button Primary - This option controls the primary button color for the storefront. This color will appear when a product can be added to your basket or to represent the next step in the checkout process. +
-  - Button Secondary - This option controls the seconday button color for the storefront. This color will appear when a product has additional steps before it can be added to your basket or to represent the previous step in the checkout process, such as the Continue Shoppnig button on the basket. +
-  - Footer Background - This option controls the color of the storefront's footer. It is the area that contains the product catalog, store information pages, and about us sections. +
-  - Footer Text - This option controls the text color of the storefront's footer. It is the area that contains the product catalog, store information pages, and about us sections. +
-  - Default Hover - This option controls the storefront's default hover color. This color will appear on your storefront in areas that don't have a specific hover color option. +
- +
-Footer Column Labels +
- +
-  - Column 1 - Catalog - This option allows you to customize the column heading for your product catalog in your storefront footer. +
-  - Column 2 - Store Pages - This option allows you to customize the column heading for your store information pages in your storefront footer. +
-  - Column 3 - Contact Info - This option allows you to customize the column heading for your contact information in your storefront footer. +
- +
-Preview - This option allows you to preview your color combination prior to saving and applying the changes to your storefront.+
  
 +  - **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 receipt, and 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 ===== ===== Integration Tab =====
  
-Control Integration+**Control Integration**
  
-  - Order Sync - This option controls if ecommerce orders from this storefront will sync to your live Control database. +  - **Sync Options**  - This option controls if Ecommerce orders from this Store will sync to your live Control database. Unless you are ready to receive live production orders from this Store, it 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 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.+  - **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 =====
  
-===== SEO Tab =====+The Pages tab allows you to create content pages for the Store footer, such as About Us pages.
  
-If enable, the SEO tab will allow you to set your search rules for the storefront. This is most commonly used with public storefronts.+===== Checkout Tab =====
  
-===== Display 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 Display tab will allow you to set a default image in case an artwork file is not attached to a product. Additionally, it allows you to create your HTML content for certain pages. For example, if you would like to display additional instructions on the checkout page. To use this fucntionality, you will need an employee experienced in writing HTML code. Ecommerce Trainers cannot provide support on writing for these content sections. +
- +
-===== URL Tab ===== +
- +
-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. For more information about customizing your URL naming, see the feature article [[:ecommerce_-_setting_up_a_custom_storefront_url|here]]. +
- +
-===== Store Info Tab ===== +
- +
-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 order. Credit 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 pages, such as Google Analytics. To 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 rules, and 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 default, this 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]].