Shop Settings

1. Preferences
1.1 General
1.2 Taxes
1.3 Currencies
1.4 Proposal preferences
1.5 Customize header
1.6 Customize footer
1.7 Customize invoice
1.8 Customize packing slip
1.9 Customize proposal
1.10 Customize event invoice
2. Shipping methods
2.1 Overview
2.2 Create new shipping method
2.3 Edit shipping method
2.4 Delete shipping method
3. Payment methods
3.1 Overview
3.2 Create new payment method
3.3 Edit payment method
3.4 Delete payment method
4. System emails

Take several preferences for the SITEFORUM Online Shop.

For online support for the issues Online Shop and Online Shop Statistics q.v. Support "Sales & Support > Online Shop" and Support "Sales & Support > Online Shop Statistics."

1. Preferences

In this section you take many different preferences for invoices, taxes, currencies, etc.

Please log in as "Portal Master" or "Shop Manager."
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Sales & Support > Shop preferences.

1.1 General

In the navigation on the left, below Preferences, click General.

You can take the following preferences: Click the button Save when ready.

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1.2 Taxes

To assign tax countries click Taxes in the navigation on the left below Preferences.
  1. In the left list No tax countries choose the countries you want to add as tax countries in your shop.
    Advice: To select several countries keep the Ctrl button pressed.
  2. In the middle Assign sales tax area click the button Add country.

    3. The chosen countries are added in the right list Current tax countries.
To remove tax countries,
  1. choose in the right list Current tax countries the countries which you want to remove from your shop.
    Advice: To select several countries keep the Ctrl button pressed.
  2. In the middle Assign sales tax area click the button Remove country.

    3. The chosen countries are removed.
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1.3 Currencies

To manage currencies click Currencies in the left navigation below Preferences.

The first table gives an overview of active currencies: Create new currency
  1. In the lower area Create currency enter in the field Currency name the name of the new currency.
  2. Enter in the field Currency abbrevation the abbrevation.
  3. Enter in the field Currency symbol the symbol.
  4. Activate the option Status to activate the currency.
  5. Click the button Create currency when ready.
Edit currency
  1. Click either
    • the Name of the currency or
    • the icon Edit.
  2. In the lower area Create currency enter in the field Currency name a new name.
  3. Enter in the field Currency abbrevation a new abbrevation.
  4. Enter in the field Currency symbol a new symbol.
  5. Activate the option Status to activate the currency.
  6. Click the button Create currency when ready.
Delete currency
  1. Choose the currency you want to delete.
  2. Click the icon Delete.
  3. Confirm the erasing procedure by clicking the button OK.
Advice: Currencies in use cannot be deleted.

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1.4 Proposal preferences

To take preferences for proposals, click Proposal preferences in the left navigation below Preferences.
  1. Prefix for proposal number Enter a prefix like "Prop-" so the order numbers have the format "Prop-0001."
  2. Proposal number offset Enter an offset number like "23" so all orders begin with "Prop-23."
  3. Number of leading zeros Enter the number of leading zeros like "4" and the order numbers have the format "Prop-000023."
  4. Discount levels for proposals Enter the discount levels in % separated by a semicolon.
  5. User group Choose from the selection box the user group(s) who may create proposals.
    To select several user groups keep the Ctrl button pressed.
  6. User group Choose the user group who may receive proposals.
    To select several user groups keep the Ctrl button pressed.
  7. Click the button Save when ready.
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1.5 Customize header

To customize the header, click Customize header in the navigation in the left below Preferences.
  1. Enter in the field Content e.g. company logo, address and contact.
    Advice: You can use HMTL text and placeholders.
    The sourcecode could be like this:
    <table width="100%" cellspacing="1" cellpadding="3" border="0">
    <tr>
    <td width="55%">
    LOGO
    </td>
    <td width="45%">
    Callback:<br />
    Phone: 0180 / 123 123 123 (12ct./Min.)<br />
    Fax: 0180 / 123 123 124 (12ct./Min.)<br />
    Email: billing[at]yourcompany.com<br />
    </td>
    </tr>
    </table>
     Advice: Please always link images server based: <img src="http://www.yourcompany.com/logo.gif">
  2. Click the button Save when ready.
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1.6 Customize footer

To customize the footer click, Customize footer in the navigation in the left below Preferences.
  1. Enter in the field Content e.g. banking account.
    Advice: You can use HMTL text and placeholders.
    The sourcecode could be like this:
    <hr size="1" />
    <table width="100%" cellspacing="1" cellpadding="1" border="0" bgcolor="#eeeeee">
    <tr>
    <td valign="top">
    Bank: Bank name city<br />
    Account number: 0123456789<br />
    Bank identification code: 100 111 100<br />
    IBAN/BIC for this account are:<br />
    DE79 1234 1234 1234 1234 03 PBNKDEFF<br />
    </td>
    <td valign="top">
    www.yourcompany.com<br />
    www.yourcompany.com/shop
    </td>
    </tr>
    </table>
  2. Click the button Save when ready.
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1.7 Customize invoice

To customize the invoice, click Customize invoice in the navigation in the left below Preferences.
  1. Enter in the field Content all relevant details.
    Advice: You can use HMTL text and placeholders like:
    $header header
    $footer footer
    $date invoice date
    $number invoice number
    $address invoice address
    $shipping shipping address
    $products List of products with tax and total amount
  2. Click the button Save when ready.
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1.8 Customize packing slip

To customize the packing slip, click Customize packing slip in the navigation in the left below Preferences.
  1. Enter in the field Content all relevant details.
    Advice: You can use HMTL text and placeholders like:
    $header header
    $footer footer
    $date invoice date
    $number invoice number
    $address invoice address
    $shipping shipping address
    $products List of products with tax and total amount
  2. Click the button Save when ready.
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1.9 Customize proposal

To customize a proposal, click Customize proposal in the navigation in the left below Preferences.
  1. Enter in the field Content all relevant details.
    Advice: You can use HMTL text and placeholders like:
    $header header
    $footer footer
    $date invoice date
    $number invoice number
    $address invoice address
    $shipping shipping address
    $products List of products with tax and total amount
  2. Click the button Save when ready.
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1.10 Customize event invoice

To customize an event invoice, click Customize event invoice in the navigation in the left below Preferences.
  1. Prefix for seminar invoice number Enter a prefix like "EV-" so the order numbers have the format "EV-0001."
  2. Seminar invoice number offset Enter an offset number like "23" so all orders begin with "EV-23."
  3. Number of leading zeros Enter the number of leading zeros like "4" and the order numbers have the format "EV-000023."
  4. Enter in the field Content all relevant details.
    Advice: You can use HMTL text and placeholders like:
    $header header
    $footer footer
    $bookingNumber booking number
    $seminarName Event name
    $seminarDetails Event details
    $seminarPrice Price of event
  5. Click the button Save when ready.
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2. Shipping methods

Create different shipping methods and edit existing ones.
In the navigation on the left, below Shipping methods, click Overview.

2.1 Overview

You get an overview of existing shipping methods: TOP

2.2 Create new shipping method

To create a new shipping method, please do the following:
  1. In the navigation on the left, below Shipping methods, click Create new shipping method.
  2. Enter in the field Shipping method the name of the shipping method.
  3. Enter in the field Shipping fee the amount of the fee.
  4. From the selection box Select currency choose the already created currency.
    Advice: To create a currency q.v. 1.3 Currencies.
  5. Click the button Create shipping method when ready.
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2.3 Edit shipping method

To edit a shipping method, please do the following:
  1. In the navigation on the left, below Shipping methods, click Overview.
  2. Choose the shipping method you want to edit.
  3. Click either
    • the Name of the shipping method or
    • the icon Edit.
  4. Do the desired changes, q.v. 2.2 Create new shipping method.
  5. Click the button Save when ready.
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2.4 Delete shipping method

To delete a shipping method, please do the following:
  1. In the navigation on the left, below Shipping methods, click Overview.
  2. Choose the shipping method you want to delete.
  3. Click the icon Delete.
  4. Confirm the erasing procedure by clicking the button OK.
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3. Payment methods

Create different payment methods and edit existing ones.

In the navigation on the left, below Payment methods, click Overview.

3.1 Overview

You get an overview of existing payment methods: TOP

3.2 Create new payment method

To create a new payment method, please do the following:
  1. In the navigation on the left, below Payment methods, click Create new payment method.
  2. Enter in the field Payment method a name for the payment method.
  3. Enter in the field Fee the amount of the fee.
  4. If required, enter in the field Maximum amount for payment the maximum amount.
  5. From the selection box Select currency choose the already existing currency.
    Advice: To create a currency q.v. 1.3 Currencies.
  6. Enter in the fields Payment info 1 - 5 different information.
  7. From the selection box User group choose the user group(s) who may pay with this payment method.
  8. Click the button Create payment method when ready.
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3.3 Edit payment method

To edit a payment method, please do the following:
  1. In the navigation on the left, below Payment methods, click Overview.
  2. Choose the payment method you want to edit.
  3. Click either
    • the Name of the payment method or
    • the icon Edit.
  4. Do the desired changes, q.v. 3.2 Create new payment method
  5. Click the button Save when ready.
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3.4 Delete payment method

To delete a payment method, please do the following:
  1. In the navigation on the left, below Payment methods, click Overview.
  2. Choose the payment method you want to delete.
  3. Click the icon Delete.
  4. Confirm the erasing procedure by clicking the button OK.
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4. System emails

Automated emails are sent by the system with orders, proposals and confirmations. You can adjust layout and content individually.

Please log in as "Portal Master" or "Shop Manager."
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Tools & Administration > System Emails.
There are different system emails available in the area Shop.
  1. Click the icon Edit to edit the particular mail.
Use HTML text and placeholder if necessary, like

$customerNumber customer number
$loginName Login name of the customer
$firstName first name
$lastName last name
$products products
$OrderID order ID
$OrderNumber order number
$date date of order
$time time of order
$bill_firstname first name of invoice address
$bill_lastname Last name of invoice address
$products All ordered products
$billing invoice information of the order
$shipping shipping information of the order
$portalName portal name
$portalLink link to the portal

For further information about system emails, q.v. Support "Tools & Administration > System emails."

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Shop Settings
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