E-Commerce Settings

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Last updated: May 07, 2024 by Jesica Avendaño (Deactivated)
6 min read

In this article, you will learn about e-commerce settings for single and multi-location companies.

Roles enabled to perform this action: Admin, Setup.

Open E-Commerce Settings

To modify e-commerce settings, do the following instructions:

  1. Go to Setup and select Settings.

  2. Select the settings you are modifying from the E-Commerce group of settings.

 

Open E-Commerce Settings.gif

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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 Account Setup.

  • 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 Setup.

  • 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 Account Setup.

  • 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 Setup.

  • 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.

Multi-Location Companies:

The Hide "My Account" tab setting will apply to every location when enabled.

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Vendor Availability Settings

With the Vendor Availability setting, the system enables E-commerce users to create Prebooks based on Vendor Availability. 

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.

Vendor Availability Settings.gif

 

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Multi-Location Settings

To configure the above-explained settings in Multi-location companies, follow the next steps.

  1. Go to Setup and select Settings.

  2. Click on the Locations tab.

  3. Select the Location.

  4. 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.

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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.

 

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Add Product Images

  1. Go to Setup >> Products.

  2. Use the available filters to find the product you want to upload an image.

  3. Click on Edit in the Actions column.

  4. The system will display the Add Product window.

  5. Click on the Upload Product Image link. Search for the product image and click on Upload.

  6. Click on Save to finish.

 

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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:

  1. Go to Setup and select Settings.

  2. Click on E-Commerce Timer from the E-Commerce group of settings.

  3. Check the Enable 60-minute Timer setting.

  4. Click Save.

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Order Cancellation Notice to Salesperson

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:

  1. Go to Setup and select Settings.

  2. In the E-commerce section, click on E-Commerce Timer.

  3. Check the Send Order Cancellation Notice to Salespeople option.

  4. Click on Save.

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