Initial Store Settings
We’ll review the Store Settings Menu found by clicking on “Settings” in the top level menu of the administration backend as shown below:
From this menu we can access a number of different settings the affect how our store operates.
Store Settings allows you to set some default settings for your store as shown below:
- Store Name – This is the name of your store as will be filled in automatically in various areas of the store.
- Store Public Email – This is the email address that will be automatically filled in on your website. It’s recommended to use a common email alias such as sales@ or info@ for your Store Public Email.
- Store Public Phone – This is the phone number displayed on your store automatically for you.
- Time Zone – This is the time zone your store should operate in. This time zone is used when setting the time of orders and activities in the store logs. It’s important that this match your local time zone to avoid confusion.
- Country – These are the country and language defaults for your store. This dictates for example how currency is displayed.
Once you’ve set these settings simply click the Save Changes button. You can come back and change these settings at any time.
The store logo is automatically displayed on your site, on invoices,etc. The recommended size for your store logo is 350 pixels wide by 100 pixels high and it should be stored in transparent PNG format.
To Change the store logo simply click on the “Store logo” menu option and the store logo settings will appear as shown below:
From here you’ll choose a file from your local computer, select the size options (Size to Fit will resize the logo and “Do Not Resize” will not resize the image) and then click the “Upload New Logo Image” button to upload the logo and automatically update the logo on the site.
Analytics and Trackers
For today’s ecommerce store analytics, trackers and HTML body and header tags are vary common and having the ability to insert tags in your site makes integration with third party solutions effortless. In this section you’ll manage your analytics tags and add any additional trackers or tags to the store.
To access this menu select “analytics and trackers” and the menu displayed below will display for you.
Google Analytics allows you to embed your google analytics id tag into the store quickly with just adding the basic analytics tag. Details on how to find your google analytics code can be found here:
Once you have to tracking code ID, it should be a code like: UA-000000-01 enter that code in the “Google Analytics Id” box, Check “Use Google Analytics” and click “Save Changes”. This should look similar to the below image:
Enabling Google Ecommerce is very straightforward in storefront. To enable Google Ecommerce you’ll do the following:
1) Check the “Use Google Ecommerce” checkbox.
2) Enter your Google Ecommerce Category
3) Enter your Google Ecommerce Store Name
4) Click on “Save changes”
Adding other or alternative header tags
Many applications today when integrating them with your online store or website will ask you add their tracking code to the head area of your website. They may also refer to this with instructions like “place the following snippet of code above the <\/head> tag of your website”. To enable this type of code simply copy and paste that code in the area defined as “Extra <head> Tags” as shown below:
Once your code is copied into that area simply click on the “Save Changes” button and the code will automatically be added to your site.
Adding other or alternative body tags
Many applications today prefer to have their custom code added into the body of the website. They may refer to this with instructions like “Place the following snippet of code above the <\/body> tag” or “place the following snippet of code below the <body> tag”. To add this type of code to your site simply copy and paste the code in the box defined “Bottom of Page Tags” and the code will automatically be included on all pages as they are rendered. This area is shown below:
The “Social Media” menu option allows you to automatically integrate facebook and twitter into your site. To access these settings click on “Social Media” under “Settings” and the Social Media settings will display as shown below:
Adding Facebook Tags
To add facebook tags to your site simply check the box “Use Facebook” enter your Facebook App Id in the box “Facebook App Id” and the id of your facebook admins, comma separated and click save changes.
Adding Twitter Integration
To automatically set your twitter handle and the default twitter text users will use when clicking on ‘tweet this’ check the checkbox “Use Twitter”, enter your twitter handle in the “Twitter Handle” box and modify the “Default Tweet Text” as you see fit. Then click “Save Changes”
Email settings allows you to manage the email addresses that your store is associated with. This includes the email address that messages are sent from, orders are sent from and general email messages may come to. You’ll access these settings by clicking on “Email settings” from the “settings” main menu and it will display as shown below:
Simply enter the email address that each of these message types should come from by default and click the “Save Changes” button.
Order Rules let you define certain defaults. The two settings available are defining what the last order number was and allowing orders for $0.00 (zero dollar orders). Order Rules are accessed by selecting “Order Rules” from the Settings menu and displays as shown below:
To override what the previous order number was simply enter the new number in the “Last Order Number” box. For example, if you want the next order to be 1001 you would enter 0 here. This feature is important when switching shopping carts and you want your invoices to remain in order instead of creating potentially duplicate orders.
Allow Zero Dollar Orders can be set by checking the checkbox and clicking “Save Changes”. This tells the cart that it’s okay to process orders for $0.00 (Zero Dollars).
To set the payment options available for new orders simply access the “Payment Settings” menu option from the “Settings” Menu. The Payment Options settings page looks like this:
Available Payment Options for New Orders include:
- PayPal Express – allowing orders quickly through paypal.
- Credit Cards – This is automatic processing of credit cards using payment processors: Authorize.net, Stripe, Payflow Pro and the “Test” Gateway which is for development purposes only.
- Purchase Orders – Allows a customer to denote a purchase order that they will send separately.
- Company Account – Is primarily for corporate accounts that maintain a credit line or compnay account with your business.
- Check – Is to support offline check processing.
- Cash on Delivery (COD) – Is where payment is made upon delivery of the product
- Telephone – Is where a customer would telephone in their payment details instead of entering them online.
Configuring Credit Card Processing
The most common payment processor today is Authorize.net. To configure our system to support authorize.net click on “Options” next to Credit Cards and the Payment Gateway options are displayed.
Select the “Test Gateway” dropdown and select “Authorize.net” as shown below
Once selected click on “Save Changes” and the option to “Configure Authorize.net” will display as shown below
Now click on “Configure Authorize.net” and the below settings will appear:
Enter your Merchant ID, your transaction key and click on “Save Changes”. Additionally you’re able to enable Test Mode, If you want to log any debug messages to a log file and if you’dl ike customer receipts to be sent from Authorize.net directly.
To set any of the supported shipping methods and configure real-time rate calculators, select “Shipping Methods” from teh settings menu. The menu settings like below will display:
To create a new shipping method first give it a name and then select from the dropdown where you see “Rate by Total” as the default option to display the other options:
Today the supported options are:
- Rate by Total – This allows you to set the shipping rate based on the total amount of dollars spent in their shopping cart. This is ideal for discounted flatrate shipping to drive larger sales.
- Rate by Quantity – This allows you to define the rate by the number of items in their shopping cart.
- Rate by Weight – This allows you to define the shipping rate by the total weight of the products in their cart.
- Rate Per Item – This allows you to set a specific shipping on a per item basis.
- FedEx – This allows you to configure the cart to talk to FedEx and get real-time shipping rates based off of your FedEx account.
- UPS – This allows you to configure the cart to talk to UPS and get real-time shipping rates based off of your UPS account.
- USPS – This allows you to configure the cart to get USPS standard rates.
Configuring Rate by Total
To configure rate by total, first enter a name for the shipping rate we’re creating, this would be selectable by the customer during checkout and this is the name they’ll see for this shipping method. Once you’ve defined a name, make sure “rate by total” is selected and click “Add Shipping Method”:
Once you click “Add Shipping Method” The list of supported shipping methods is updated:
You’ll then click “Edit” next to the new rate to edit it’s settings:
You’re now able to Configure the Rates by clicking on “Configure Rates” clicking on that button changes the screen as follows:
Here you’ll define your various rate levels such as below:
Here the levels are defined as the dollar amount by which to set the minimum order total for the entered shipping rate. So in this example, I entered 0.01 and a rate of 19.95 meaning any rate that is greater than 1 cent or equal to 1 cent would have a shipping rate of $19.95. Then I entered a new total of $50.00 and a shipping rate of $15.95 so that any rate that was $50 or more would get a discounted rate of $15.95. Lastly I entered a rate of $100.00 and a shipping rate of $9.95 so that any customer that buys atleast $100 worth of merchandise only has a shipping rate of $9.95 for their order.
Once done I clicked on “Back to Method Details” to continue configuring the shipping method.
Configuring Shipping Name. Here I can enter the desired name for this shipping method. If this were my only shipping rate option I would name it “Shipping” let’s go ahead and name it Shipping and click save name.
Next I can define which countries I’d like this shipping method to be defined since the rates from one country to another are probably very different. By default it’s set to any country and any region. In the case of United States we can set these rates by state for example. For our example, we’ll set this as the default shipping rate for the United States. We’ll leave it set as Country United States and Region Any and click on “Add Location”
Now we have two regions for this shipping rate, any country and any region and “United States” and any region. We’ll remove the default “Any” and “Any option by clicking on the red X next to it to delete that region.
Now our rate looks like the below:
Finally, once all the changes are completed we’ll click “Back to Methods” to configure any other shipping methods.