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In this article, you will learn about e-commerce settings for single and multi-location companies.
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In order to configure your E-Commerce settings follow these steps:
- Go to Setup > Settings > E-Commerce and click on the E-Commerce Settings link.
- The "E-Commerce Settings" window will pop up, displaying all available options:
Settings
Max Age: Products that have anTable of Contents
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Open E-Commerce Settings
To modify e-commerce settings, do the following instructions:
Go to Setup and select Settings.
Select the settings you are modifying from the E-Commerce group of settings.
E-Commerce Settings
Max Age: Products with aging greater than this value will not be included
in the availability. Leave blank to ignore this setting. The user can customize this setting per customer. To see more information, please refer to Customer "Advanced" Setup.
Min Age: Products
with aging lower than the established value will not be included within the availability. Leave blank to ignore this setting. The user can customize this setting per customer. To see more information, please refer to Customer "Advanced" Setup.
Rules and Conditions: This information will always be visible during the ordering process. Use this to communicate your sales policies to your customers. For more details, please refer to Customer "Advanced" Setup.
Max Order Days in Advance: Determines the maximum number of days
an order can be placed in the future. The maximum is 60 days.
Show On-Hand Inventory: By enabling this option, the system will hide the On Hand inventory in the E-commerce site for the customers. You may want to enable the Future Inventory or the Vendor Availability
to allow the customers to purchase something.
Show Future Inventory: By enabling this option, the system will display the Future Inventory in the E-Commerce, as long as there is
no Open Market inventory available for that
date. Once the customers purchase Future Sales items, the system will generate a Prebook instead of an invoice. The system will
consider the Max order days in advance to start displaying Future Inventory. Also, the system will
consider the Truck Days After in the Future Sales Settings to determine the number of days
a product will be available in the Future Inventory for E-Commerce.
E-mail invoice: When checked, the system will e-mail the invoice to the customer as soon as it is approved.
Don't show the "Sell Fast" icon: By enabling this option, the system will not show the red lightning bolt icon on the E-commerce availability screen when products are marked as "Sell Fast". This option is only available in the list of customer
experiences; for more information, please refer to Advanced Customer
Enable Multi-Language:
This option allows E-commerce users to view
the product in any
available language. This option is only available in the
customer experience
list; for more information, please refer to Advanced Customer Account
Allow customers to edit Ship To's: If this option is enabled, the customer will be able to edit the Ship To information. This option is only available in the list of customer experience
; for more information, please refer to Advanced Customer
Quantity Cap: This is the maximum quantity
displayed for any given item regardless of the total boxes available.
Cut Off (EST): The system allows
setting a Cut
-off time for shipments per day of the week
and which carriers
the customer
can select.
Please refer to Setting a Cut Off on E-Commerce for more information about this option.
Automatic web hold: By enabling this option, the system will automatically place the items on web hold when transferred from the Staging Area to the Inventory. The products will be released at the specified time, depending on the day of the week, set by the user within this setting.
Category exclusions: When you enter product categories in this field, customers will not see them in the E-Commerce.
Autoconfirm Orders Upon Checkout: When this option is enabled, the system will automatically confirm
e-commerce orders upon checkout meaning that it won't be necessary to wait for the salesperson's confirmation to
complete the process. This setting does not apply
to orders of products
from K2K integration.
Hide "My Account" tab: By enabling this option, the entire My Account tab in the E-commerce will be hidden. This will include the Account Info and Product Packs sections.
Send
Checkout Notification To
. You will be able to enter in this field several emails separated by semicolons where the
checkout notification of e-commerce orders will be sent. Remember this is also configurable on a per-customer basis from the Advanced Customer Account
Prebook Summary - Order Type. You will be able to choose which Prebook Order Type will be visible to your users on your e-commerce website.
K2K GPM. Set up a GPM for all the products coming from K2K integration purchased on E-commerce. This option applies both for list and visual versions.
Hide Product with No Pictures: By enabling it, the system will hide products locked or without
images from the e-commerce interface.
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Multi-Location Companies: The Hide "My Account" tabsettingwill apply |
to every location when enabled. |
Vendor Availability
Settings
With the Vendor Availability setting, the system enables E-commerce users to create Prebooks based on Vendor Availability.
Keep in mind that it is necessary to create a Price List when activating the option to display Vendor Availability items on E-Commerce. To learn how to create a Price List, please refer to Price lists
To display Vendor Availability in the E-Commerce, you must have an active price list. To learn more about price lists, read Price Lists.
Show Vendor Availability on E-commerce: By enabling this option, the system will show the Vendor Availability inventory in the E-commerce site for the customers to purchase something.
Ship Days Offset: The number of days
an E-commerce order with Vendor Availability products must be entered
before the ship date.
Quantity Cap: This is the maximum quantity
displayed for any given item regardless of the total units available.
Allow to Build Boxes from Items in Units: By enabling this option, the system will allow
building boxes from items in units when customers shop on e-commerce.
If this option
is disabled, the system will only allow
the shipping of solid boxes.
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Multi-Location Companies: This option is located per location |
. However, once you've set this option up, it will apply |
to all the locations. |
Multi-Location
Settings
To configure the above-explained settings in
Multi-location companies, follow the next steps.
Go to
Setup and select Settings.
Click on the Locations tab
.
Select the Location.
Select the settings you are modifying from the E-Commerce group of settings.
Please note that the options Allow to Build Boxes from Items in Units and Hide the "My Account" tab will apply the same for all the locations, regardless of the location from where they are set up.
Display Images in E-
Commerce
The system will display images for all the products regardless of their inventory type.
You can add product images
from the product setup. Keep in mind the following considerations:
K2K
Products: The image displayed on the E-commerce of the Customer Company is the image set
by the Vendor Company. If there is
no image
in the Vendor Company, the system will display the image set
by the Customer Company.
VA Products: The image displayed for products coming from VA
must be
set up in the Vendor Company.
Add
Product
Images
Go to
Setup >> Products.
Use the available filters to find the product you want to upload an image.
Click on Edit
in the Actions column.
The system will display the Add Product window.
Click on the Upload Product Image link. Search for the product image and click on Upload.
Click on Save to finish.
Enable the E-Commerce Timer
The E-Commerce Timer sets a time limit for customers to complete their orders. Once the timer runs out, the system will delete the order and cancel any prebooks or purchase orders generated, and send an email notification to the customer’s email informing them of this.
To enable the timer, do the following instructions:
Go to Setup and select Settings.
Click on E-Commerce Timer from the E-Commerce group of settings.
Check the Enable 60-minute Timer setting.
Optional: Enable email notifications for salespersons when the timer cancels an order.
To learn more, read the Order Cancellation Notice to Salesperson section below.
Click Save.
If you want to learn more about this feature, read E-Commerce Timer.
Order Cancellation Notice to Salesperson
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The system will always notify customers when the e-commerce countdown timer has canceled the order they were trying to place. However, as an additional option, you can notify the salesperson assigned to the order.
To notify salespeople when an order expires, do the following instructions:
Go to Setup and select Settings.
In the E-commerce section, click on E-Commerce Timer.
Check the Send Order Cancellation Notice to Salespeople option.
Click on Save.
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