Ecommerce store settings

Overview

If you are using Sitefinity CMS with multiple sites, you can configure the Store settings in the following way:

  1. Configure the General global settings
  2. If needed, configure the Advanced global settings
  3. If needed, modify the general setting of each individual site

If you are not using multisite, for the Ecommerce module, you must configure the General settings and, if needed, the Advanced settings.

General global ecommerce settings

These are the Ecommerce settings that apply to all of your sites that use the Ecommerce module. You first set the global settings and then, if required, you can modify them per site.
To configure the global settings, navigate to Ecommerce » Store settings and in the left pane, click Global settings.

Both for the global and the individual store settings, you can configure the following sections:

NOTE: The general settings of individual sites inherit from the general global settings. The fields are read-only. If you want to edit them, you have to first click Break inheritance.

General

To configure the general store settings, perform the following:

  1. In the main menu, click Ecommerce » Store settings.
  2. In the left pane, click General.
    The General page appears.
  3. In Store Name input field, enter the name of your store.
  4. In Country dropdown, select the country where the store is located
  5. If you country has states, in State dropdown, select the state where the store is located.
  6. In City input field, enter the city where your store is located.
  7. In Zip input field, enter the zip code of the address where the store is located.
  8. In Address(optional) input field, you can enter the full address of the store.
  9. In Email input field, enter the merchant's email address.
    This is the email that the store uses to send emails.
  10. In Contact person(optional) input field, you can enter the name of a contact person.
  11. In the Advanced section, you can select the following:
    • Save credit card numbers in database (encrypted)
      If you select this checkbox, the customer's credit card will be saved encrypted in the OrderPayment table. If you leave it unselected, the credit card number field will be left blank. We recommend selecting the checkbox, only if you cannot charge the credit card immediately, because the shipments take a number of days (or more). In this case, you will need the credit card number in the database, so that you can charge the card when the shipment is delivered.
    • Bypass real-time payment processing 
      Select this checkbox, only if you want to test the checkout process without using a payment processor. This way you do not have to configure a payment processor, such as Authorize.Net or PayPal Payflow Pro.
    • Send email notifications for pending orders
      If there is no confirmation from the payment provider, the status of the order remains pending. In this case, you have to manually check the status of the payment with the payment processor.
      Select this checkbox, if you want to receive emails whenever there is pending order in the store.

      Select the frequency for receiving emails. You can choose between the following:

      • Every hour
      • Every day at a particular hour
      • On a particular day of the week at a particular hour.
  12. Save your changes.

Tax

To configure the how taxes will be displayed, perform the following:

  1. In the main menu, click Ecommerce » Store settings.
  2. In the left pane, click Tax.
    The Tax page appears.
  3. Choose one of the following:
    • Excluding tax
      Tax is included on checkout.
      For example, you entered a price of 100 for a product, the price displayed in the product list is 100, the price displayed during checkout is 120 (100 + 20 tax).
    • Including tax automatically
      For example, you entered a price of 100 for a product, the price displayed in the product list is 120 (100 + 20 tax), the price displayed during checkout is 120 (100 + 20 tax).
      In the dropdown box, select which of the created taxes to include in the price.
    • Including tax manually
      Prices are entered including tax.
      For example, you entered a price of 120 for a product, the price displayed in the product list is 120, the price displayed during checkout is 120 (100 + 20 tax).
      In the dropdown box, select which of the created taxes to use in the calculation.
  4. Save your changes.

Measurement units

To configure the measurement units of products, perform the following:
  1. In the main menu, click Ecommerce » Store settings.
  2. In the left pane, click Measurement units.
    The Measurement units page appears.
  3. In Mass unit dropdown box, select how you are going to measure the weight of the products.
  4. In Length unit dropdown box, select how you are going to measure the dimensions of the products.
  5. Save your changes.

NOTE: You define the allowed units in the Advanced ecommerce setting.

Currencies

You configure which currencies your site will use and the exchange rates between these currencies.

You do this in the following way:

  1. In the main menu, click Ecommerce » Store settings.
  2. In the left pane, click Currencies.
    The Currencies page appears, displaying your default currency appears on the top.
  3. To add a new currency, click Add currencies…
    The Select currencies window appears, displaying a list of all available currencies.
  4. Select one or more currencies and click Done.
    The selected currencies are added under Currencies allowed section.

    You must have one default currency. This is the currency that your website opens in. For each additional currency, the system displays the Set as default link and Remove link. You cannot remove a default currency.

    NOTE: You can add or remove currencies from the list of available currencies in the Advanced ecommerce settings.

  5. For each currently you can specify the rounding options by clicking + Rounding options.
    The system displays the Round value to column for each currency. 
  6. When you have added more than one currency, the Exchange rates section appears, where you choose one of the following:
    • Set manually
      For each currency that you have added, enter the exchange rate between the respective currency and the default currency.
    • Use external service
      A dropdown box appears displaying all configured external services.
      Choose the external service and click Get rates. You can also select whether you want to synchronize the exchange rate automatically.

      NOTE: You can configure the external services and the frequency of the rate sync in the Advanced ecommerce settings.

  7. Save you changes.

Advanced global ecommerce settings

The global advanced settings include the general settings and also some specific and more advanced settings that ally to all of your ecommerce site from the multisite Sitefinity CMS instance.

To configure the advanced settings, navigate to Administration » Settings » Advanced » Ecommerce.

For more information, see Administration: Advanced global ecommerce settings.

To modify the advanced ecommerce settings, navigate to Administration » Settings » Advanced » Ecommerce.

The following settings are available:

Setting Description
DefaultCurrency As set in Administration: General ecommerce settings » Currencies.
DefaultMassUnit
As set in Adinistration: General ecommerce settings » Measurement units.
DefaultLengthUnit
TaxDisplayMode 
As set in Administration: General ecommerce settings » Tax.
TaxToDisplayInPrice 
SaveCreditCardNumberInDatabase 
As set in Administration: General ecommerce settings » General » Step 11.
BypassPaymentProcessing
EmailNotificationPending
EmailNotificationPendingFrequency 
EmailNotificationStartDayOfWeek
EmailNotificationStartHourOfDay
DefaultProductTypesInstalled

These checkboxes indicate whether you want to install the default product types, together with their fields. The setting will take effect when you create a new site that ses the Ecommerce module.

For more information, see Product types.

DefaultProductTypeFieldsInstalled
SkuDelimiter

The separator that is used to deliminate the SKUs in the shopping cart details.

DefaultBoxLength

These are the default dimensions of the product shipping box. These values are used by the shipping provider to calculate the rate. You enter the dimensions in the measurement units that you have defined.

DefaultBoxWidth
DefaultBoxHeight
ShippingFromCountry
The merchant's address as defined in Administration: General ecommerce settings » General » Step 4 to Step 8.
ShippingFromStateProvince 
ShippingFromCity 
ShippingFromZip
ShippingFromAddress
MerchantName

The name of the contact person as defined in Administration: General ecommerce settings » General » Step 10.

StoreName 
The name of the store as defined in Administration: General ecommerce settings » General » Step 3.
MerchantEmail 
As defined in Administration: General ecommerce settings » General » Step 9.
DoNotSyncInventoryAfterInitialSync
If selected, the inventory details are not synced after the product has been synced at least once.
KeepShoppingCartPerUser
If selected, the shopping cart refers to the current user only. 
DefaultProductImageUrl
This is the file path to the default product image that is displayed when you have not selected an image when creating the product.
ShareShoppingCartInDomainSites
The shopping cart can be used not only in the current site, but also in sites from the same domain as the current. For example, subdomains of the site.

Supported currencies

In the Advanced settings, expand Ecommerce and select SupportedCurrencies.
These are the currency settings as defined in the Administration: General ecommerce settings » Currencies.

Exchange rate settings

In the Advanced settings, expand Ecommerce and click MultiCurrency.
These are the exchange rate settings that you have configured in Administration: General ecommerce settings » Currencies.

In the Advanced settings you can set the frequency of the exchange rates update in field SyncWhen.
Enter one of the following and save your changes:

  • AutomaticallyDailly
    Update every day.
  • AutomaticallyHourly
    Update every hour.

In LastSyncDate and LastSyncCrrency, you can check when was the last update of the rates.

NOTE: To configure a new exchange rate provider, expand Ecommerce » MultiCurrency and click ExchangeRatesServiceProviders » Create new.
For more information, see For developers: Create a custom exchange rate provider.

Supported mass units

To define the supported units for measuring products weight, click Ecommerce »  SupportedMassUnits.
A list of all supported units of measurement appears.

  1. To add a new supported unit, click Create new.
  2. In Abbreviation input field, enter the abbreviation of the unit.
    For example, enter kg.
  3. In Title input field, enter the name of the unit.
    For example, enter kilograms.
  4. Click Save changes.
    The new unit is added to the list of supported units and is also added to the Mass unit dropdown box in Measurement units.
  5. To delete a unit of measurement, click  (Remove) of the respective unit.
    A dialog box appears where you must confirm the deletion.

Supported length units

To define the supported units for measuring dimensions, click Ecommerce »  SupportedLengthUnits.
A list of all supported units of measurement appears.

  1. To add a new supported unit, click Create new.
  2. In Abbreviation input field, enter the abbreviation of the unit.
    For example, enter m.
  3. In Title input field, enter the name of the unit.
    For example, enter meter.
  4. Click Save changes.
    The new unit is added to the list of supported units and is also added to the Length unit dropdown box in Measurement units.
  5. To delete a unit of measurement, click  (Remove) of the respective unit.
    A dialog box appears where you must confirm the deletion.

General ecommerce settings per site

You can modify the global ecommerce settings for each individual site.
To modify the individual site settings, perform the following:

  1. In Sitefinity CMS backend, use the site selector in the upper-left corner to select the site whose setting you want to modify.
  2. Click Ecommerce » Store settings.
  3. For each section that you want to modify, click Break inheritance.
    This way the individual store setting can differ from the global store settings.

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