General Tab
The General tab is where you enter the general information for the store. All of these fields are mandatory. Some fields are only displayed for editing after saving your initial store settings.
General
Name
Enter the name of the store, for example My Online Store. This name is used for the <title> tag on all the storefront pages. This is also the name of your storefront which appears in the browser title bar and tabs, the logon page and e-mail communications.
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NOTE: This name can be overridden by the SEO title of the individual pages. See “Pages Tab”.
Site ID
This is a prefix which is added to your storefront URL to create a unique URL for this particular store. If your Site ID is myonlinestore, the URL for your storefront is https://myonlinestore.apogeestorefront.com. This ID does not necessary have to be the same as the Name.
NOTE: The storefront URL for Asanti storefronts is https://myonlinestore.asanti/storefront/.
Only lower case, numbers and hyphens are allowed. Spaces are not allowed. If the URL already exists, a warning is displayed prompting you to choose a different site ID.
TIP: Once your storefront is live and advertised, it is not recommended to change the site ID and corresponding website address (URL).
Custom Domain
This field is visible and can be edited after saving your initial store settings. You can use your own, custom URL for the storefront instead of the StoreFront URL formed with the Site ID. The custom domain is used for all the pages of the storefront.
The following domain types are supported but should not contain non-Latin characters:
•domain: e.g. myURL.com
•sub-domains: e.g. shop.myURL.com (but not myURL.com/shop)
An example of custom domain redirecting:
•A shopper navigates to https://myURL.com. The login window appears and the URL automatically changes to https://myURL.apogeestorefront.com. As soon as the user has filled in the name and password, and clicks OK, the main page appears and all URLs are now https://myURL.com. On a public storefront, shoppers only have to log in when they want to order products, so most visitors will not see the URL redirect.
NOTE: Read the important information about setting up your DNS server in the Custom Domain Name dialog.
URL
This is a link to the storefront. If the store is off-line, the link is a preview. See “Previewing an off-line storefront”.
Status
The storefront remains offline while you set it up; the status changes to online when the store is enabled. See “Putting your storefront online/offline”.
Store Company
Select the company you want to create the store for in the Company drop-down list.
Store E-mail
This e-mail address is used for sending notifications when an order is placed, shipped, forgotten password, etc. Specify a company administrator’s e-mail address if this person needs to approve orders.
Tracking ID
Click the Edit button to open the Google Analytics dialog where you can enter the Google Analytics ID you generated on the Google Analytics website. It is recommended to add the listed domain names to the referral exclusion list in Google Analytics. See “Google Analytics” for more information about using Google Analytics to monitor activity on your storefront.
Maps API Key
This feature allows you to implement autocomplete functionality for shipping and billing addresses.
Defining Numbers
These numbers can be used in customized numbering patterns to number orders, invoices and quotes by store. Here you can reset them, for example, in the beginning of a new year. See “Order/Invoice/Quote Number Format”.
Store Code
Enter a code (maximum 5 characters with letters and/or digits) of your choice to identify this particular store. The code is used by the {storecode} variable.
Store Order Number
The {storenumber} variable you can set for order numbering per store in the Order Number Format. Enter a number to reset the counter.
Store Invoice Number
The {storenumber} variable you can set for invoice numbering per store in the Invoice Number Format. Enter a number to reset the counter.
Store Quote Number
The {storenumber} variable you can set for quote numbering per store in the Quote Number Format. Enter a number to reset the counter.
Login and Checkout
Access
•Private (password protected): The storefront can only be used by Users known by the system. You either create these users in StoreCenter or you enable the self-registration feature on the login page. Private is the recommended setting for B2B stores. All payment method options are available.
•Public: The storefront can be viewed and used by anyone on the worldwide web; if you choose this option, the system automatically creates a sitemap for your storefront. See “Search Engine Optimization (SEO)” for more information about the sitemap.
Add -to-cart-flow
Choose what happens when a shopper adds something to the cart:
•Show Cart: the shopping cart is displayed and the shopper can click Continue shopping to navigate back or start the checkout process
•Show Homepage: the homepage is displayed; this can be handy if orders generally consist of a mix of different products; a confirmation window is displayed every time a product is added to the cart
•Stay on Product Page: the product is added to the cart but you do not jump to the cart; a confirmation window is displayed every time a product is added to the cart
Reference
•Optional - Free text
•Required - Free text
•Required - Predefined List: see “Predefined Values”
Select this check box if you want to force the shopper to supply an order reference at checkout: for example, an internal purchase order code. A window pops up before the shopper can place the order, and this window must be acknowledged in order to proceed. You can specify the message in this dialog box: see “Edit the Order Reference dialog (Reference tab)”. If you do not select this check box, the shopper can optionally enter her own reference by clicking a link on the Place Order page.
Customer Approval
Use this option if you want shoppers to check their product before committing the order – self-approval by the shopper.
•Not required: orders do not require approval
•For Customizable and VDP Products: the shopper can only proceed from the cart to checkout after reviewing a soft proof and approving the ordered product
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Approval
You can choose whether you want orders to be approved by a Company Administrator or Approver before they are processed. All incoming orders then appear first in the Approval tab of Orders (private stores only.). Choose one of the following options in the drop-down list:
•Multistep Approval: Selecting this option displays the Number of Approval Steps field, where you can select the number of approvers, and the Assign Approvers button to specify approvers. The number of steps is displayed in the Steps column of the Orders > Approval tab. Administrators can approve for all steps if required.
•Using Groups: orders can only be approved by Approvers of the respective Approval Group
Choosing the latter option, Using Groups, displays the Default Approval Group drop-down list where you see your approval groups. Choose one of the groups as the Default Approval Group. See “Approval Groups”.
Payment and Pricing
Payment Method
•External (use price list): For public stores only. The payment is not through an online payment gateway but via an off-line method as explained in the terms and conditions of the storefront, such as sending an invoice or pay as you collect.
•Ignore price list: For private and public stores. The Printer bills the Company based on information outside the StoreFront application.
•Via Contract (use price list): For private stores only. Orders are charged and billed on the basis of a contract between the Company and the Printer. Billing is handled by another system or service, not by StoreFront.
•Select one or more payment methods from the list below: Choosing this option lists all your pre-defined payment methods. See “Payment Methods”. Choose the methods that you want to activate for this store, which may include:
•One or more bank transfer methods: the shopper pays for his order by paying the order amount into a bank account as instructed during checkout.
•One or more payment gateways: Orders are charged at the displayed prices and to the billing address via an online payment gateway; see “Configuring Payment Gateways” for more information.
Price List
Choose one price list from the drop-down list; this option is not visible if the Payment Method is set to Ignore price list.
A price list can be selected that includes or excludes taxes; these price lists are created in the Pricing tab of the Product Templates (see “Set Pricing”). Click the Add button if you want to add a price list here.
Discount
Specify a negative value for a discount on all the prices, or a positive value for a markup to increase all the prices in the price list. Entering a discount or markup percentage means that the displayed prices will be different than the prices in the price list for all products using the price list, and there is no indication that a discount is applied. This feature can be used to give customers a discount on your standard price list, or to quickly apply an overall price increase. To apply a discount to a specific product, see “Discount/Markup” in the product wizard.
Tax
This section controls how tax (e.g. VAT) is handled in orders, invoices and quotes:
•Show a separate line per tax rate on orders and invoices: Select this option to display the tax percentage; if different tax rates apply to different items, each rate is listed on a separate line.
•Add taxes for cross-border B2B orders: Select this check box to add taxes for cross-border B2B orders.
•Add taxes for cross-border B2C orders: Select this check box to add taxes for cross-border B2C orders.
Use TaxCloud for US sales tax calculation
For print service providers in the US: Select this option if you want to display the sales tax which is calculated automatically by the TaxCloud service. If you leave this option unchecked, no sales and shipping tax will be calculated. See “TaxCloud Integration” for more information.
NOTE: Only Price Lists with Tax Exclusive are supported with TaxCloud.
Additional Fees
You can define up to three additional fees that are applied to all orders in a store to compensate for rapidly changing costs. These charges will be displayed in the order summary during checkout, the final order details created, the order confirmation e-mail, as well as on invoices and exported order data. To add additional fees, fill in the following fields:
•Label: Enter a description of the fee you want to include in final order.
•Type: Select the fee type from the drop-down list: Fixed or Percentage on calculated on the items sub-total.
•Value: Enter the price for the defined fee.
•Limit: Set a limit by which the defined fee is not applied if the items sub-total of the order exceeds this amount.
•Tax Code: Choose one of the tax rates from the drop-down list: None, Super Reduced Rate, Reduced Rate (Low), Reduced Rate (High), Standard Rate, or Parking Rate.
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NOTE: When the Use TaxCloud for US sales tax calculation option is enabled for a US printer account, no additional fees can be applied.
NOTE: The label for the additional fees can be translated into any language supported by the store.
Pricing
Select the Show Prices in the Store check box to show prices on the storefront; the option is not visible if the Payment Method ignores the price list; prices are always shown if you choose a payment method (Bank Transfer, Ingenico, PayPal, or Stripe) and this check box cannot be cleared.
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If you select this check box you can choose to display prices on the product pages or category pages, or on both, by selecting the following check boxes:
•Show Price Table on Product Pages: A table is displayed with prices and you can set the number of rows you want to display in the Max. Rows drop-down list.
•Show Price Labels on Category Pages: The base price for the lowest order quantity is displayed. The label is hidden when you hover over the image to see the description.
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Add taxes for cross-border B2B orders
Leave this check box unselected if you do not want to apply tax for international business-to-business (B2B) orders. The store must have a tax-exclusive price list. B2B shoppers are identified as such when they provide a tax or VAT number in the Billing Address form.
Add taxes for cross-border B2C orders
Leave this check box unselected if you do not want to apply tax for international consumer business (B2C) orders. The store must have a tax-exclusive price list. It is recommended to check whether offering this tax-free option to your international consumer shoppers is legal in your market.
Price Rounding
Select the Use price rounding in store check box to round the prices of the order to the nearest multiple of the selected rounding unit:
•Rounding Unit: 0.05, 0.10, 0.50, 1.00. In some countries you are required to round to the smallest currency denomination. For example, choose 0.05 to round €14.96 to €14.95;
•Rounding On: Total Only applies rounding to the total sum of the order; Individual Shopping Items applies rounding to each order item.
Formatting
Default Language
Here you can choose the default language used to display the storefront; in the drop-down list you can choose from the languages you made available for the Company in question.
NOTE: The default language cannot be changed afterwards.
Regional Formatting
Select a locale to set the formatting for numbers, money, dates and time.
Units
Select a units system for measurements and weights:
•Metric: cm, mm, etc.
•Imperial: inches, pounds, etc.
•US Customary: inches, pounds, etc.
Stock
Select the Show items in stock check box to display the available stock in the Place Order box on the product page.
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Advanced
Online Editor Autofill Forms
This feature controls how fields are filled in documents using variables in the Online Editor:
•Autofill disabled: form fields are empty when a shopper opens a document with variables in the Online Editor;
•Autofill user profile values only: data from the shopper’s profile is filled in automatically, e.g. name and address on a business card; the shopper can overtype these values but the edits are not saved in the system;
•Autofill most recently used values: the data used the last time for these variables are filled in automatically the next time a document with the same variables is opened in the Online Editor;
•Autofill user profile values complemented with the most recently used values: combines the two previous options;
See also “Use an Excel file for Autofill”.
Quoting
NOTE: This feature may not be included in your license pack.
Select the checkbox to enable the generation of quotes in the storefront for all users. This allows shoppers to obtain a document with the details and the total price of an order (products, shipping, packaging, etc.) without uploading dummy files and actually placing the order. An additional button, Add to Quote, is displayed in the Place Order panel.
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Shoppers can immediately review and print the quote and they also receive an e-mail with a link to each quote they make for future reference.
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PDF Preview Settings
Clear the check box to specify dedicated settings for this store, other than those specified in the Advanced >Production Settings. See“PDF Preview”.
Orders/Products History
Lets you control the extent of the order and products history that shoppers can see:
•Show all
•Show last year
•Show last 2 years
Create a store
1 On the menu bar, choose Stores.
2 Click the Create button to add a new store to the list.
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3 Complete the fields in the General tab.
4 Click Create to confirm your changes.
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The new store is displayed in the list.
NOTE: The store is grayed out in the list because the storefront is still off-line.
5 Complete the information in the others tabs as required.
Previewing an off-line storefront
A store remains off-line while you are setting it up but you can preview the content at all times.
1 On the menu bar, choose Stores and select the store you want to view.
2 Click the URL link in the General tab.
The storefront is opened in a new tab/window of your browser.
NOTE: For a private store, you need to create a User and log on with the User credentials. See “Create a new user”. You cannot log on with your administrator credentials.
Putting your storefront online/offline
With the initial set-up of your store completed, you can put your storefront online and make it available to shoppers. In addition, you may want to switch the storefront online/off-line for maintenance or other reasons.
NOTE: A store which is off-line still counts for your license.
1 On the menu bar, choose Stores and select the store you want to go live with.
2 At the bottom of the Store list, click the Enable/Disable button
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The storefront is now online.
NOTE: You can only go live with your storefront if at least the General and Shipping tabs have been completed.
3 To take a live storefront off-line, click the Enable/Disable button.
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The storefront is now off-line but still available in StoreCenter.
Viewing an online storefront
You can view a storefront once it has been put online.
1 On the menu bar, choose Stores and select the store you want to view.
2 Click the URL link in the General tab.
The storefront is opened in a new tab/window of your browser.
NOTE: For a private store, you need to create a User and log on with the User credentials. See “Create a new user”.
Delete a store
If a storefront is no longer in use, you may want to delete the store to free up disk space and the license allocation.
Prerequisites
•All active orders are complete or canceled
•No microstores depend on the store you want to delete
CAUTION: All users created for this store will also be deleted.
1 On the menu bar, choose Stores and select the store you want to delete.
2 At the bottom of the Store list, click the Delete button.
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The store and all its users are deleted. The storefront is no longer online. The products used for the storefront are not deleted.
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