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Shops

note

Changing the shop settings can have far-reaching consequences. Only edit these settings when you are confident as to their effects! Do not hesitate to contact your consultant or Customer Support for assistance.

To work with shops, in the CloudSuite App go to Stores > Shops. An overview appears, listing all shops that have already been defined. Double-click an existing shop to open its details or click New to create a new one.

The Name of the shop will be visible to shop visitors.

General​

  • Select the Shop Type. (Shop types are described in detail in a separate article.)
    • In a B2B open environment, anyone can see products.
    • In a B2B closed environment, only registered users can see products. Two more fields are then available: next to Type you may choose to present a catalog, and you may choose whether the Home Page or the Log In Page is the shop's Landing Page.
    • In a B2C environment, a field Anonymous sales can be checked to allow users to checkout without login. During checkout they may be prompted to register, or they may be allowed to order without registration. If the additional field Re-use existing guest Party is checked, anonymous orders from unregistered users are combined when they are associated with the same email address.
  • The shop is Active only when the corresponding box is checked. This is the default when creating a new shop.
  • If Pre order shop is checked, certain catalogs can be ordered without checking stock. The field Start delivery date is then visible, and holds the first possible date on which delivery can take place.
  • If Registration Available is checked, shop visitors have the option to register.
  • Enter a Reference to communicate with custom integrations.
  • Select a Payment Configuration for the shop.
  • Set the Login Type:
    • Choose E-mail to allow users to log in with email and password.
    • Choose E-mail and Unique code to allow users to log in with their email or unique code and password.
  • The Name in Title Bar holds the name that is shown as the title of the user's browser tab.
  • If you enter a Description, this will be used as a fallback meta description tag for SEO.
  • If Is Parent Shop is checked, the shop is a parent shop. If this box is not checked, the shop is a child shop and you can select its Parent. When configured with All users access a user of the parent shop can also log in (with the same credentials) to all its child shops.
  • Select the Company.
  • Select the Shop.
  • The URL Imagebank is the base URL that will be prefixed to image file names,
  • The URL Static Files is the base URL that will be prefixed to non-image asset file names,
  • Enter the name of the Theme that defines the visual design and front-end functionality of the shop. If you enter a Base theme in the previous field, the theme can inherit from that.
  • Select or configure the SMTP Server for sending emails.
  • Enter the Origin that will be used in the crimson integration API.
  • Select or configure a Property ID for Google Analytics.
  • If Permanent session is checked, a visitor's session will be stored when they close the browser, and restored at the next visit.
  • If User enable permanent session is checked, a visitor can choose for their session to be stored when they close the browser, and restored at the next visit. This applies to both logged-in and guest users of the webshop.
  • If Set origin and import key is checked, newly-created users require an Origin and Import Key to be generated.

Order Settings​

This tab is described separately.

Prices​

The settings in this tab determine the prices that are shown and they way they are presented.

  • A Default Party can be specified to affect the prices shown.
  • If Remove Currency Symbol is checked, the currency symbol will not be shown. Several studies have shown that the symbol is distracting and can make the B2C user hesitate to place the order. Bear in mind however that in some countries, for example Germany, displaying the symbol is required by law.
  • You may select a Sales Price List, Consumer Price List and Lowest Price Price List.
  • If Price Selector is checked, a price selector will be shown with list prices.
  • If Show Discount is checked, optional discounts will be shown separately in the basket and with a sale. If this box is not checked, the net discounted price will be shown.
  • If Consumer Price Mode is checked, webshop users can switch between B2B prices and consumer prices. This is done by showing prices from an alternative price list, typically the consumer price list linked to the default party for consumer prices.
  • Next to Tax Behavior, specify how VAT is shown. Choices are:
    • Display prices excluding VAT—This is the typical choice for B2B.
    • Display Prices excluding VAT and PDP/PLP also including—This choice is intended for B2B shops which also cater for B2C. There is a performance penalty.
    • Display prices including VAT, regardless of tax rules
    • Display prices including VAT, except for tax-rules
    • Use pricelists including VAT & only tax calculation on order total—If you choose this option, an overview becomes available where you can overrule the VAT for one or more particular delivery countries.
  • You may choose to Use External ERP Interface.

Catalogs​

In this tab, the default shop catalogs are linked. Note that the shop can also be linked to a catalog in the catalog details.

Shop Access​

In this tab, specify what happens when a new user accesses the shop.

  • The Default User Role is the user role that is automatically assigned to users before login.
  • The User Role registration is the user role that is automatically assigned to users after registration.
  • Next to Action registration, choose how to handle a user immediately after registration. The choice depends on the type of shop (B2B, B2C, B2R).
    • Choose Active user with new created party if you want the user to place an order straightaway.
    • Choose Registration process if you want to review the registration before allowing the user to order.
    • Choose Registration process, ordering allowed if you want to allow the user to order immediately but hold the order until the registration has been approved.
  • The Notification Email is the address to which an email will be sent when a new user registers.
  • Next to Change Password Action, choose how to handle a user's changing their password.
  • Under Registration Forms, a list is maintained of registration forms that can be presented to a user. You can edit the form details directly from here.
  • Under Allowed Countries, a list is maintained of countries to which goods can be delivered.

Order Templates​

In this tab, you can check Wishlist to activate wishlists or Order Templates to activate order templates. You cannot check both.

If you activate order templates, their settings are configured in this tab.

  • The Default Add Quantity is the quantity that will be used by default when adding to an order template. Choose Quantity as entered by the user, 1, or 0.
  • If Default Order Template is checked, new users will get a default order template automatically. Three more fields are available:
    • If Favourite Order Template is checked, users cannot remove or rename the default template.
    • If Populate Order Template is checked, the ordered products will be added to the default template using a cron script.
    • The Description is the name of the default template. This will be visible to shop visitors, and can be translated.
  • Set the Number of History records that is available per product within order templates. If you enter 0, no history is available.
  • The Order History in Months determines how many months back order history records can be retrieved.
  • If multiple order templates are allowed, these can be combined in Groups.

Search and Navigation​

This tab contains settings on shop level related to filters, content search, Scan center search, and filter navigation. Use this screen to configure the root tree, configure basic search behavior, set layered navigation, and ranking priorities.

Relevance & Recommendations module

The Search and Navigation tab is only intended for basic settings. More advanced options for product ranking and search behaviour are available with our Relevance and Recommendations Module.

Root nodes​

Selecting the Root Node Tree sets the highest category level used for navigation and filtering in the shop. Settings for the Root Node tree can be inheritered or overruled for lower category levels in other settings.

Settings:​

  • If Enable Product Scanner / Scan Center is checked, you can configure the available code types for use in the Scan Center app and define a background image and logo.

    • Product Scanner Reader Types specifies one or more supported code types, separated by a comma. Supported code types:
      • ean_reader – EAN-13 / EAN-8 (default)
      • ean_8_reader – EAN-8 only
      • upc_reader – UPC-A
      • upc_e_reader – UPC-E
      • code_128_reader – Code 128
      • code_39_reader – Code 39
      • code_93_reader – Code 93
      • codabar_reader – Codabar
      • i2of5_reader – Interleaved 2 of 5
    • Scanner Configuration uses a JSON field to define visual assets such as a background image or logo, displayed in the Scan Center app.

  • If Enable Content Search is checked, search results include content from Site Content Pages, such as blogs and news items, in addition to product results.

  • Tree Layered Navigation is selected by default. It enables category-based filtering on the PLP by displaying underlying categories from the same category tree as navigation links. After changing this setting, a database search reindex and cache clear are required.

  • If Child Tree Filtering is checked, the immediate child categories of the currently viewed category page are used as filters otherwise the deepest level of the trees are shown as filters.

  • If Brand Layered Navigation is checked, a Brand filter is available on product listing pages (PLP) to filter products by brand. This setting does not affect dedicated brand pages.

  • If Show Generated Tag Trees is checked, category filters based on the products in the current search results are displayed on product listing pages for tag pages, above the attribute filters.

    May affect performance

    These category filters are generated dynamically and can affect performance, since tags can be linked to products across multiple category trees.

  • Depth of Tree Navigation defines how many category levels are displayed in the navigation. The default value is 3. You can select a value between 1 and 4. Increasing the number of levels may impact navigation performance.

  • If Fall Back on Root Tree for Tree Attribute Filters is checked, tag pages use the attribute filters and filter order configured on the root category tree. Only filters that are linked to the search results are displayed.

  • Search Results Per Page defines how many products are displayed per results page. The default value is 48. Increasing this value can increase page load time and affect pagination.

  • If Adjust Search Results Per Page is checked, end users can select how many results are displayed per page. The maximum number of results is defined in the Additional Settings tab.

Default Sort Modes​

  • Sorting Choices defines which sort modes are available on product listing pages and search result pages.
    Enter the sort modes as a JSON list. Only the specified sort modes are available for selection by end users.
  • Sorting Default: defines which sort mode is applied by default when a page is loaded. The selected value must be included in Sorting Choices.
  • Tree Navigation Sort Mode defines the order in which categories are displayed in the category tree. By default the order follows the Database Record id of the tree, alternative options are Name or Sequence
  • Tree Refinements Sort Mode defines the order of category filters displayed in refinements. When set to Count, categories with the highest number of products are displayed first. Other options are Database record id, Name and Sequence.
  • Brand Refinements Sort Mode defines the order of brand filters in refinements.
    This setting applies the same sorting behavior as Tree Refinements Sort Mode, but for brands.

Ranking​

Ranking controls the order of products in product listing pages (PLP) and search results. Ranking is primarily based on relevance and can be further influenced by assigning relative weight to additional ranking signals. You can enter a numeric value to control the relative weight of this factor. Empty values are ignored.

  • If Demote Unorderable Products is checked, products that cannot be ordered are pushed to the bottom of product listing pages (PLP) and search results when they are included. Whether a product is orderable depends on the shop configuration and product status.
  • Rating Priority Product defines how much influence the product-level priority value has on the ranking. Higher values give more weight to product priority compared to other ranking signals.
  • Rating Priority Brand defines how much influence the brand-level priority value has on the ranking of products belonging to the brand.
  • Rating Quantity Sold defines how much influence the total number of units sold has on product ranking.
  • Rating Number of Sale Lines defines how much influence the number of sales transactions containing the product has on product ranking.
  • Rating Review defines how much influence the average review score has on product ranking.
  • Rating Number of Reviews defines how much influence the total number of reviews has on product ranking.

Additional Settings​

  • Go to CloudSuite Admin → Shops → open a shop → select the Additional Settings tab. This screen contains optional configuration fields that control checkout behavior, order limits, and account-level display options.
  • If Show desired delivery date is checked, a desired delivery date selector is shown in the basket. The selected date is stored on the order and included in the order export. When an external Carrier service is active, the delivery date is determined by that service and this setting does not apply.
  • If Show desired delivery date is checked, a desired delivery date selector is shown in the basket.
  • The selected date is stored on the order and included in the order export. If an external Carrier service is active, this service is used to determine the available delivery date.
  • Max characters sale reference defines the maximum number of characters allowed in the sale reference field in the basket. This field is commonly used by B2B customers as an internal reference and is stored with the order.
  • Max characters memo defines the maximum number of characters allowed in the memo field at sale line level in the basket.
  • If Extra upselling is checked, additional upsell products are automatically added until the total number of displayed products reaches the value defined in Max upselling. The automatic selection is based on variant and the product category (tree). If not checked only upsell products explicitly configured by the user are displayed (for example via manual selection, tags, or attributes).
  • Max upselling specifies the maximum total number of upsell products that can be displayed. This value applies to the combined result of all upsell options in the CS App, including including manually selected upsell products, tag- or attribute-based upsells. This field is only used when Extra upselling is enabled.
  • Max length basket name defines the maximum number of characters allowed for a saved basket name during checkout. This limit is often aligned with ERP field length constraints.
  • If Hide subtotal is checked, the subtotal amount is hidden during checkout.
  • If Confirm agreement is checked, a confirmation checkbox is shown in the basket to confirm the agreement before placing an order. This setting can be used to require explicit confirmation of a purchase obligation and may no longer be required in current implementations.
  • If Prevent cancel orders is checked, users cannot cancel orders after submission for orders in Draft or Quotation status. For these orders, an additional option to cancel the order is shown in the order overview in My Account dashboard, My Orders.
  • Maxresult defaults defines the default pagination values available in page result dropdown.
  • If Account sale show discount is checked, discount values are shown in the basket and My Account - My Orders order overview as an original price and a discounted price. If unchecked, only the discounted price is shown. Discounts are displayed only when discount data is available for the order and confirmed by ERP.
  • If Account sale show discount is checked, discount values are shown in account-level order views.
  • If Account show backorders is checked, backordered items are shown in My order views.
  • Custom settings allows entry of custom configuration values in JSON format. These values are used by the frontend only. Only use this field based on agreed instructions. Incorrect values can affect shop behavior.
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