Ch. 030. Site Basics "Updated for v6"

PRESSERO > Pressero Documentation Manual

Site Basics

In the Sites > Settings > General Info tab area there are several sections of information we need to gather so your site can behave the way you like. The second section is called Site Basics. 

 
Site Type - the site type determines the sites functionality and what options are available for your site. This field is informational only and will be set based on the choice you made when you created the site. Please refer to Site Types documentation for a description of the different types of sites Pressero supports. 
 
Sales Rep -  This option is only available in a B2B site. Your options in the drop down will be the admin users that you have set up in your Preferences > Admin Users area. You may associate this site with a sales person who manages the particular site. This field may then be chosen in the Report Writer when you run reports.
 
Integration ID - If you are integrating this Pressero site with a third-party system, you may need to provide a unique ID from that system, you should enter that ID here.
 
Site Master Password:  This is a password to be used to login as an impersonated user for the specific site. 

Boss for User Self Signup - This option is only available in a B2B site. In a B2B environment users must log in before entering the site. There are many ways a user can be added to the list of users who have access. One way is for an admin user to manually enter the site user account. Admin users can also upload a database file of site user account information in the admin area. You can also give permission for a site user to add other users through the website after they have logged in (You need to give them permission in the settings of a site group). Self sign up allows the customers themselves to sign up with a link on the login screen. You have two ways to allow this: One is to allow them to sign up and automatically have permission to enter the site and order. The other is to require that a site user who has been given permission to approve sign ups (the Boss), to get an email when someone attempts to sign up so they can give permission, or deny access. 
 
In this field you will choose the Site Group that will be given permission to approve or deny those sign ups. All site users that are part of that group will be notified by email when an account needs to be approved. If multiple people are given this permission, the first person to approve them will trigger the access to the user and they will be sent an email confirming that they can now log in to the site. Refer to the documentation on Site Groups for more detail. 
 
*Please note: All three types of sites can be set to give the user permission to self sign up, B2B sites are the only sites that you can set up a boss to approve those sign ups. 
 
Logout URL - Enter the URL the customer should be redirected to upon logging out. If left blank, the customer will be brought back to the login screen. Please add prefix HTTP:// or HTTPS:// for an external URL.
 
CXML listener URL - After your customer completes a purchase, the system can send a summary of the order in cXML PunchOutOrderMessage format to the address URL entered here. See www.cxml.org for more information. 
 
Always Use Site Culture - If checked, the culture for this site will always be used for people browsing the site. Usually a person's browser language/culture setting determines the culture they view it in.  You can override their browser setting by checking this box. 
 
Culture - This site culture setting dictates currency, weight units, and language of email notifications sent by the Pressero system for this site.  Please note:
  • Language. Text you enter in the system, such as product name or description, are displayed regardless of the Culture setting, or the user's web browser's language setting.
  • Web Browser Localization. A web browser's language setting will localize text for standard text items (e.g., the "Login" text on a button. This requires a translation already be in the Pressero system. Currently the Pressero system is translated in Catalan, Spanish (Spain), Portuguese (Brazil),  and French in addition to English. 
  • Date and Numbers. The User's web browser will also dictate how dates and numbers are formatted.
Product Quick View Text  - Quick View is a feature in Pressero that allows your customer the ability to see a description of the product they are interested in and also add it to the shopping cart without going to the actual product detail page. Any product enabled for quick view will have a link in the storefront that the user must click on to display quick view area. The text for the link will use the default for this site skin unless you override that here.  Please note that products utilizing an eDocBuilder template cannot be added directly to the cart from the quick view area.  The user will first need to go through the customization process. 
 
Enable Saved for Later - Checking this box allows your customers to check out some of the items in their shopping carts and save other items for a later purchase. After this setting is enabled, your clients will see three links next to each item in their shopping cart: Save for Later, Edit, and Remove. If they click the Save for Later link, the item will be moved from the shopping cart to the Saved for Later page. The items in this area will be saved for 60 days (by default). You may also specify the amount of day you would like to hold onto the save for later items overriding this default setting. See "Save items for (days)" field.
 
On the Save for Later page, the item will have these options:
  • Add to Cart – Moves the item back to the cart to purchase it. NOTE: This option will not display for eDocBuilder items that have not been added to the cart yet. This prevents users from being able to order items without viewing a final preview and checking the box that says they approve the design.
  • Continue Design – This button is displayed for eDocBuilder items only. The user should use this button to continue designing the template or to finalize the order to move it to the cart. (Note: Some eDocBuilder templates will not be able to be edited after 60 days.)
  • Edit Options or Quantity – This button is displayed only for items that do not use an eDocBuilder item. The user should use this button to change the pricing engine options or quantity for the item.
  • Download PDF - This button is displayed for eDocBuilder items only.  It will only appear if the item was added to the save for later area from the shopping cart (NOT from the eDoc customization area) AND create proof pdf and display eDoc proof in cart are both turned on for the product in Sites > [site name] > Products > [product name] > General tab in the eDocBuilder section.
  • Remove – Deletes the item from Saved for Later without adding it back to the shopping cart.
Whenever a user has at least one item that has been saved for later, a message will appear in their shopping cart reminding them that they have items saved for later and providing a convenient link to the Saved for Later page.
 
You can see reports about which users have items in the save for later area and also what items are being saved.  These reports are found in Pressero admin in Sites > [site name] > Open Carts & Save for Later.
 
You may also wish to add a link to the Save for Later area in your site's navigation (Sites > [site name] > Navigation).  The save for later area is one of the standard navigation items.  
 
Save items for (days) - The time an item is held for later can be set here and it will override the default of 60 days. If your customer moves an item back to the shopping cart and then saves it again, the time will start over. If an item used an eDocBuilder template, the actual time could be less depending on the length of time you have selected to hold onto eDocBuilder incomplete sessions. See this article for more detail on setting eDoc session data: /kb/a418/how-long-are-edocbuilder-orders-sessions-retained-the-system.aspx
 
It is highly suggested that you let you customers know what your Save for Later policy is. When they put items in this area they will want to know how soon they need to return to complete the order before they lose the work they did. You can set instructions to appear at the top of the Saved for Later page by going to: Admin > Sites > [Site Name] > Settings > Instructions Tab > Saved for Later Instructions. 
 
It is important to remember that subscriptions have a limit on the amount of storage you can use. The items held in the Save for Later area will go against that total storage limit. We felt that 60 days was enough time to give your customer to return to their site and complete their order but we understand sometimes you want to shorten or lengthen that amount of time according to your situation. 

Allow user Self-Signup  - This option is only available in a B2B site.  See above information noted in the "Boss for Self Sign-up" field for detail on this feature. Check this box if you want to allow your customer to self sign up. If you allow self sign up you will want to also make sure to set a default Site Group so that new users are automatically assigned to a group. They will not be able to see or order products without being part of at least one Site Group.  To set the defaults for new users, go to Sites > [site name] > Site Users.  Scroll to the bottom of the page and expand the "Edit New User Defaults" section.

Require username for Self Signup -  This option is only available in a B2B site.  If allow Self Signups is checked, any customer creating an account on the site will be required to enter a username when creating the account. If you do not require a username and they do not create one, they will have to sign in with their email address and password.  Please note that usernames must be unique - i.e. two users on the same site cannot have the same username.

Use Universal login page -  The default way Pressero works is that every B2B store would have its own Login screen. The login screen will have the customers logo and login requirement settings that you decided for them. You may instead prefer to have one login screen for all your B2B storefonts/sites. If allowed on a site, then the log in page for that site will permit users of any of your sites to log in from there. This may be implemented in two ways:
  • If you check the appropriate box on your site settings, your regular /login page becomes universal. The "lost password" and "create account" links disappear. 
  •  If you add ###UNIVERSAL_LOGIN### to the html content of any ContentPage, then that page will include a universal login form. This lets you have more control over the appearance. 
In either case, when a user attempts to log in on a universal login form, it will check the account against all sites owned by the same subscriber; if multiple matches are found with same account and password, it will let the user choose from a drop down. Once a site is chosen (or if only one site matched), the username and password are stored in Application memory and the browser is then redirected to that site  and login happens normally and automatically on that site.

Self sign-up approval group -  If Self signups are allowed for a site, selecting a Site Group will force the new account request to be approved by a member of this group.