SHOPPING CART SETTINGS

Here are the things you need to set up in the main cart settings before you can go live.

Company info

Set up the contact information for your business. This is what is displayed at the top of the invoices that are sent out for orders. It is also what is used to calculate the shipping for orders that are placed.

The three fields for shipping policy, return policy, and privacy policy are for the URLs of those pages on your site. If you have these pages set up, the cart will display links to them during the checkout process. For the URL, just copy the first slash after your domain name and everything that follows.

Tax, Shipping and Handling

The sales tax field is used for orders that are placed by in-state customers for which you are required to collect sales tax. Put your state and the tax rate for your state/county. For example, you would put FL 7.5 for Florida. If you do business in more than one state, you can put all the separate tax rates in separated by a comma

The handling field is used if you want to add cost to the shipping and handling above the calculated cost of the shipping. The shipping costs returned from UPS and USPS may not match what you actually end up paying, so it is often a good idea to add a dollar or so to make sure you’re covered.

The maximum package weight field is if you want to limit the weight of packages that you send out to a certain amount. Individual carriers have maximum weights that they will accept (which is used when calculating shipping). However, if you have special circumstances (such as an elderly woman doing all your shipping), you may limit the weight of the boxes to reflect this. The cost of shipping two 35 lb. boxes is higher than one 70 lb. box. Setting a maximum weight of 35 in this field will be sure the customer is charged for the actual boxes.

Cart settings

These settings are pretty self-explanatory, but there are a couple things you should know.

The order notification field must include at least one email address. This is the email address that invoices are sent from. This is also the email address that a copy of the invoice gets mailed to when an order is placed on the site (this serves as your notification of an order).

The order status options can be left blank and you can use the default settings that show up. If you have a custom workflow, then you can follow the instructions on the page to set up different order statuses.

- Set up the Paypal account information in the Order Processing settings for the plugin.

Payment processing

These are where you set up the different payment processors and link them to your shopping cart (to make sure the money goes to you)..

The payment page notes field lets you put some text down at the bottom of the payment page during checkout.

The SSL encrypted checkout field should be on if you are using Stripe or Authorize.net.

Reports

Again, these are self-explanatory and can be used to help you gather information to run your business.

Categories

Categories let you create structure for browsing products on your site. You can create categories and sub-categories. Then when you create products, you assign them to one or more categories so they show up in the list of products for that category. You must have at least one category because products must be assigned to at least one category.

Products

The item number is your own designation and can be left blank.

Sort priority

The sort priority is used by the shopping cart when displaying a list of products on the site. So, for example, when you are viewing one of the categories on your site, the products there are sorted by sort priority first, and then alphabetically by the name of the product. Lower-numbered sort priorities come before higher-numbered sort priorities.

Prices

The prices let you add multiple variants of your product (such as size, color, etc.). The description shows up as a drop-down menu and also as the main part of the line item on the invoice. The description should not include the name of the product, as that is placed there automatically by the cart during checkout.

The weight is used by the cart to calculate the shipping so make sure it is accurate. The price is self-explanatory.

Then inventory lets you designate how many of that particular item you have in stock. Leave it blank if you don’t want to limit orders at all.

The download field is used if one of the variants of your product is a digital good that you are selling through the website (i.e. e-books, audio files, etc.). To use this you must first add a file download to your product (at the bottom of the page) and publish it and then it will be available to select for one of your product variations.

The quantity discount field is used if you have set up a quantity discount structure. For example, if you have a discounted price if the customer buys five or more, you can create a discount structure for that and then apply it to a product here.

Shipping specs

For the most part, this area can be left blank. In fact in most cases it should be left blank or the shipping calculations will not be accurate. Shipping carriers let you calculate the cost of shipping based on packages and their weight. However, some products are over-sized and cost more to ship. In these cases you would put the dimensions in these fields so that the cart asks for the cost of shipping an over-sized item (with the dimensions).

The max per box field is used if you have special shipping considerations for certain products. For example, if you sell bags of coffee and you always ship them in boxes of five, no matter how many bags they order. In this sample situation, the cart would normally only calculate the shipping for one package, but with this field it will figure out the number of packages separately from the rest of the order.

Description

The description is shown on the product page and on the list view (such as categories). You can use the special code ”//break//” (without the quotes) to break up a description into two parts—what is shown on the list view is everything before the code. What is shown on the product page is the entire description.

Keywords

The keywords are never seen by the customer. They are used entirely by the product search feature and let you put words in for a product that might be used to search for your product, but may not be included in the title or description.

Images

You can put multiple images in a product and arrange them in any order you wish. Make sure that they are published so they show up on the site. The one at the top is what is used for the list view.

ACCOUNT TYPES

During checkout, customers can choose to store their contact information on your site. This effectively creates an account for them on your site. So if they come back to shop, they can log in and will not need to enter their contact information again.

This does not store their payment info. Only their contact info.

You can create different account types if you want to create different prices for different types of people. Let’s say, for example, that you have customers who you sell to at wholesale. You can create an account type called “wholesale”. Then in the settings for each of your products, you can set what the wholesale price is for that product (and for each of the variants of the product).

If you do this, then when the customer logs into the site, and they add items to their cart, they would see the wholesale price instead of the normal retail price (not on the product page itself, but in the cart).

PROMOTIONS

Promotions let you create coupon codes, or other types of promotions and apply them to orders.

GETTING ORDERS

When a customer goes through the checkout process, and successfully pays for the order, they will get an invoice emailed to them. You are sent a BCC of this email as well. This serves as your notification that an order has been placed on your site and you need to fulfill the order.