Storefront Settings

Tags

Certain storefront settings support tags. All text field integration fields as well as any field denoted with Supports Tags will support tags. Tags are used surrounded by {{{ and }}}. For example {{{order_number}}}

{{{order_number}}} - The order number generated when a customer places on order on storefront. This is a randomly generated integer.

{{{storefront}}} - The storefront name

{{{shipping_address}}} - The shipping address entered by the customer

{{{billing_address}}} - The billing address entered by the customer

{{{additional_information}}} - The order notes entered by the customer (if enabled)

{{{customer_email_text}}} - The customer email text field

{{{customer_email_subject}}} - The setting for customer email subject. NOTE: This tag has not been tokenized, so any tags used in this field will still be in their {{{tag}}} format.

{{{storefront_url}}} - The login URL for the storefront in which the order was placed

{{{order_date}}} - The date the order was placed in MM/dd/yyyy format

{{{order_table}}} - An HTML table of products & bundles that were ordered, as well as the subtotal, tax, and total

{{{order_table_plain_text}}} - A plain text list of products & bundles that were ordered, as well as the subtotal, tax, and total.

{{{top_bundle}}} - The name of the highest priced bundle that was ordered (based on the total, or price x quantity)

{{{top_product}}} - The name of the highest priced product that was ordered (based on the total, or price x quantity)

{{{top_item}}} - The name of the highest priced bundle or product that was ordered (based on the total, or price x quantity)

{{{order_subtotal}}} - The subtotal of the order, before tax. Formatted as currency

{{{order_tax}}} - The tax amount. Formatted as currency

{{{order_total}}} - The order total after tax. Formatted as currency

Global Settings

The global settings are used to set defaults for many of the storefront settings. Many of these can then be overridden by specific storefronts.

Default Storefront Sub URL - This sets your default storefront, used when customers are not assigned to any specific storefront

Name - Customizes the header of the storefront if not overridden by the storefront settings. This is also shown on the login page.

Title - The title of the storefront shown on the home page.

Banner Text - The default banner text to show in the banner location on the storefront.

Styles

Theme - Quickly select a theme that best matches your company branding, or choose custom to customize all of the colors.

Header Font - The font to use in the header bar as well as paragraph headers / titles.

Default Font - The font to use in all other text locations.

Order Settings

Use Notes - This determines if the user should be prompted for order notes before placing an order. This can be overridden by the storefront settings. This data is then stored on the order or can be used in tags.

Notes Label - The label for the order notes field. This can be overridden by the storefront settings.

Notes Instructions - This is shown under the notes label and before the notes field. You can use markdown to customize the formatting of the text.

Terms and Conditions - Shown on the order confirmation page with a checkbox that the customer accepts the terms and conditions. Currently this only supports plain text.

NOTE: if you are using Stripe for Payment Processing, you will be limited to 1200 characters (per Stripe’s API limits). Additional characters will be truncated

Order Email - The email address to BCC order notification emails.

Customer Email Text - The body text to include in the email above the product table

Customer Email Subject - The header of the email to send to the customer and Order Email when an order is placed. Supports Tags

Markup Settings

Default Markup - The default markup amount to use when not set on a product

Default Markup Type - The default markup type to use when not set on a product

Payment Settings

Currency - The default currency to use as display on storefronts. This information is also passed to payment processors.

NOTE: Adaptive Catalog does NOT do currency conversion. Any currency set here is what we expect the data to exist as on the specified vendors. If you have multiple currencies in your catalog, please use the vendor filter functionality so that only vendors of that currency are used for calculation.

Payment Processor - Which payment processor (if any) would you like to use.

Collect Tax - This is passed to the payment processor (if supported). Adaptive Catalog does not currently perform tax calculations.

Other Settings

Order Failure Email - If an order fails to place or order processing / opportunity creation fails, what email address should be notified?

Storefront Vendor Filter - If set, only selected vendors will be used for stock and markup calculations.

Storefront Settings

The following settings are specific to storefronts. Settings which override the global settings are not documented here and instead you can reference the global settings.

Enabled - Enable or disable a storefront. Disabled storefronts cannot be accessed.

Sub URL - Used as part of the storefront URL, which will be https://{domain}/{organization}/{sub_url}/login. Once the user is logged in, they will no longer see this sub url

Override Terms and Conditions - If checked, the storefront level terms and conditions will be used instead of the global settings. If unchecked, any provided storefront terms and conditions will be appended to the end of the global settings.

Opportunities

For opportunity setup, please see the specific integration page for the system you would like to push opportunities to. These can be overridden by storefront settings.

Payment Processing

This allows setting up payment processors. Currently only Stripe is supported, however other payment processors are on the roadmap. See the specific integration page for setup details.