Ch. 031 Shopping Cart Setup "Updated for v6"

PRESSERO > Pressero Documentation Manual

Shopping Cart Settings

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. In the third section "Shopping Cart" you will make decisions on how you want your B2B or B2C sites shopping carts to work. Since informational sites do not have ecommerce, this section does not apply to that site type. 
 
 


Tax ID -  This field will allow you to provide a default tax ID for your site. If you enter a tax ID here then your customers will not be prompted to enter one when ordering. 

Capture Tax ID -  If checked the user must provide their own tax ID in their profile unless there is a Tax ID entered in the "Tax ID" field above. If your customer signed up before you added this requirement to your site the customer will be prompted in the store to update their user profile with their Tax ID unless you have entered a default one in "Tax ID."

Prompt for Tax ID - Enter text to prompt your user for entry of the tax ID on their site.

Display shipping address location list  - This option is for B2B sites only. When checked, your customer will be able to select a shipping location from a list available to the user.  If unchecked, the item will be shipped to the users default location.

Address Book mode This option is for B2B sites only. Address book means that each user on the site will maintain an address book of shipping and billing addresses.  Location Mode means that users will not have individual addresses, but instead will use a common list of locations for the organization.  "Both" allows both locations and address books to function.
 
Note: Shared user accounts may see addresses added to the locations area of admin when they are in the store, but they can not add or edit addresses in an address book. 
 
Tax ID Mask -  Enter the mask format if you want user to enter the Tax ID in a particular format. Use "a" for alphanumeric and "#" for numbers. Example: "####-####-##" for "9999-9999-99" or "aaaa-aaaa-aa" for "123-abc-1234."

Primary Location - This option is for  B2B sites only. Uses an address in the Locations & Departments control as the primary Bill To location for all orders. If the site has one location, this will be used for all orders. If the site's Address Book Mode is set to Address or Both, the user's Bill to location will be their Primary Address as set in their Address Book.
 
Ship From LocationThis option is for a B2C site only.

LocationThe location field designates the primary print facility the site is associated with. The facility here will be listed in the admin order area.
 
After Add to Cart, Redirect to - You can  determine where a customer is directed after adding a product to the shopping cart.  Options include:
    Shopping Cart: Redirects back to the shopping cart page.  This page will be the default action.
    Product Detail Page: Redirects back to the product page.
    Category Page: Redirects to the category that the product belongs to.
    Site Home Page: Redirects to the home page as defined in site settings.
    Root Category Page: Redirects back to the /category page.
 
User must select shipping address - If checked, the ship to drop-down that appears on the product page and the shopping cart will display “Select One” instead of defaulting to the user’s default location.  This setting will apply regardless of the address book mode (B2B sites).  It will only display if there is more than one available choice for shipping address.