Getting Started. Settings

After installing the e-Store module, you need to correctly customize its settings.

In this topic

• Global settings of the module
• Currency settings
• Setting of payer types
• Group of properties settings
• Properties settings
• Location settings
• Groups of locations settings
• Delivery service settings
• Payment system settings
• Order statuses settings
• Currency exchange rates settings
• Discounts settings
• Tax settings
• Tax rates settings
• Public section settings

Where?
Menu item in the left of System settings -> Settings, choose Online store in the drop-down list, click the Choose button.

After the sale module installing, go to the global settings page of the module (System settings -> Settings, choose e-Store in the drop-down list). Define the appropriate settings in the appropriate fields, and click the Save button.

Order department E-Mail

E-Mail address for sending information messages of the sale module.

Default registration E-Mail

The e-Store allows purchasing for registered site users. If the customer is not registered in the system, this field contains the default E-Mail to be used for registration of customers during ordering. If the E-Mail properties for the order are also defined, the order E-Mail will be used (see Order properties section) instead of the registration E-Mail.

Payment system details

The parameters Postal order address, Bank transfer details, Savings bank transfer details, ShopID, wbp_ShopKeyID, wbp_ShopEncryptionKey, Shop_IDP, Login, Password are outdated and not recommended for usage. To set the new details of payment systems, you need to copy the payment system template from the system core, and modify the needed parameters in it.

Where?
Menu item on the left of Currencies -> Currencies.

The currency settings are customized in the currency module.

Open the currency settings page (Currencies -> Currencies). Define the site currencies list (see the Currencies section). A store will not function, until at least one currency is set in the system.

Where?
Menu item on the left of e-Store -> Payer types.

Open the payer types settings page (e-Store -> Payer types). Define the payers types list. For example, you can create the following payer types:

• natural person;
• businessman;
• legal person.

Every payer type has its own properties to be completed at ordering, and its own payment system processing (see Payer type section). A store customer chooses the appropriate payer type at ordering. According to this type, the customer is offered the corresponding set of fields to fill at ordering and corresponding set of payment systems interfaces. The payer type depends on the site. Customer can choose from different payer types sets on different sites.

Where?
Menu item on the left of e-Store -> Property groups.

Go to the page of setting the property groups (e-Store -> Property groups). For each payer type, define a list of property group for the order (for example, Delivery address, Package, etc). Property groups are used for classification of order properties, making them user-friendly (see the Property groups section). Property groups are defined according to the payer type, so different payers have different property groups.

Where?
Menu item on the left of e-Store -> Order properties.

Go to the properties settings page (e-Store -> Order properties). For every payer type, define the order properties list (for example, E-Mail, City, Contact person, etc). The order properties are needed at ordering and getting the delivery information (Order properties section). Order properties depend on the payer type, so payers of different type have different order properties.
By using the Preview function, you can view how the page of order properties page will look.

Where?
Menu item on the left of e-Store -> Locations.

Location - geographic unit with common delivery conditions. Location defines the full delivery address or part of it.

Go to the location setting page (e-Store -> Locations). Define the list of locations. Usually the location is defined by the combination Country-City.

Moreover, for each country it's required to envision a location without any city. This location will be used in case the customer has no appropriate combination Country - City (see Location section).

Where?
Menu item on the left of e-Store -> Location groups.

Go to the page of location groups settings (e-Store -> Groups of locations). Define the list of location groups. Grouping of locations makes easier the creation of links between locations and delivery services. It is sufficient to add a location into the location group with the defined delivery rates ones to further use it for setting the delivery services. It also simplifies location deletion and creation (see Location groups section).

Where?
Menu item on the left of e-Store -> Delivery.

Go to the delivery services settings page (e-Store -> Delivery). Define the delivery services list. Delivery service can depend on the order total weight and cost and always depends on location groups.

Be sure that the delivery services list covers all the possible variants. For example, if you've specified that this service is used for orders with cost more than $500, make sure that there are delivery services for the same locations for the order cost less than $500.

Be sure that the list contains the delivery services for all available locations (see Delivery service section).

Delivery services are set per sites. Customers can choose from various delivery services depending on the site.

Where?
Menu item n the left of e-Store -> Payment systems.

Go to the payment systems setting page (e-Store -> Payment systems). Define the payment system list.

Payment systems can be set for all or for some payer types. You need to set the payment system processing file and possibly the processor of payment system results for every payer type linked to the payment system. The processing file is used for printing the required payment documents or initializing the payment procedure which uses electronic means of payment. The payment system result processor is used for those electronic means of payment which can return the order payment status by request (see Payment systems section).

Payment systems depend on sites. Customers can choose from various payment systems interfaces depending on the site.

Where?
Menu item n the left of e-Store -> Statuses.

Go to the order statuses settings page (e-Store -> Statuses). Define the order statuses list (for example Accepted, In process, Shipment is expected, Shipped, Delivered, etc).

Statuses inform customers and e-Store employees about the current state of the order (see Statuses).

Where?
Menu item on the left of e-Store -> Currency exchange rates.

The settings of the currency exchange rates are defined in the currency module.

Go to the page of setting the currency exchange rates (e-Store -> Currency exchange rates). Enter the required currency exchange rates (see Currencies exchange rates).

Where?
Menu item on the left of e-Store -> Discounts.

Go to the page of setting discounts which depend on the order cost (e-Store -> Discounts). Enter the required discounts (see Discounts).

Discounts depend on sites. Customer receives different discounts depending on the sites.

Where?
Menu item on the left of e-Store -> Taxes.

Go to the tax settings page (e-Store -> Taxes) and enter the taxes to be used for calculating the order cost).

Where?
Menu item on the left of e-Store -> Tax rates.

Go to the tax rates settings page (e-Store -> Tax rates), and enter the tax rates according to the payer type and its location (see Taxes).

If some customers are exempt from taxes, select user groups to which these customers belong on the page of exempt-from-taxes settings (e-Store -> Exempt from taxes).

Where?
Is defined by developers by changing the e-Store code.

Be sure that you have properly set the public section: add to cart, ordering procedure, customer personal section (see Information for developers section).