Capture Billing Address
Available only for B2B sites. If this box is checked, the user will be required to choose a billing address. If it is not selected the location associated with the buyers location will be used.
- If the site's Address Book Mode is set to Location, the user's Bill To location will be the one set in Sites > Settings > General: Checkout > Primary Location.
- If the site's Address Book Mode is set to Address or Both, the user's default Bill To location will be their Primary Address as set in their Address Book.
List PO Codes Based on Billing Location
Available only for B2B sites. On the checkout page of a B2B site, PO numbers can be displayed as a drop down box if the site is set to collect a PO code. If locations are associated with the PO numbers, they by default will be filtered based on the buyer's primary location. If you check this option, the PO code list will be generated by "Bill To" instead.
Allow custom Purchase Order Code
If purchase order codes have been defined for the user (in the purchase order codes section) the user will see a drop-down list to select the purchase order. If this option is selected, the user will be able to enter a custom purchase order if the appropriate code is not found in the drop-down list. When no purchase order codes are defined, the user will be able to enter a custom purchase order code, regardless of this setting.
Purchase Order Requirement
You may choose to require a purchase order entry on the checkout page, make it optional, or not even ask. Note the setting can be overwritten on the user level. Choices are Required, Optional and Do Not Ask.
Purchase Order Prompt
This prompt will appear on the final checkout screen, for a Purchase Order Code entry. One way to utilize this feature would be as example, when you may want to collect a code other than a PO, such as Department Code, Budget Code, etc. so we allow you to customize what the prompt is and use this area for more than just PO codes.
Estimated Tax Prompt
On checkout there is an area for the estimated tax. Depending on how this site is used, you may want to change the text that displays here.
Image directly below shows the default tax prompt "Estimated Tax" and the next image shows the same area with a custom estimated tax prompt.
Available only for B2B sites in Professional or Enterprise accounts. Check this box to enable the budget tracking feature, which allows you to configure predefined budget pools. When this is checked, customers will be required to select from a budget pool at checkout. If the customer does not have access to a budget, or only has access to a budget with inadequate funds, the customer will be unable to check out. Configure budgets in Site > Budgets.
Available only for B2B sites in Professional or Enterprise accounts. Depending on how this site is used, you may wish to change the text that displays to the customer in the budget selection area at checkout.
Image below shows the default budget prompt at checkout, "Select Budget to Use," and the next image shows the same area with a custom budget prompt.
eDocBuilder File Type for Proofs
When using eDocBuilder for your products, you can choose to include a proof file on the confirmation page when your customer completes their order. By default this is set to a PDF file. You have the option of having a JPG or PNG file available for download instead. Please note that both of these other file types are image files so only the first page of the proof file will be available.