Options

This form contains general information about Webstore, and details about handling orders entered using Webstore.

When you open this form, Greentree Desktop checks to ensure the company you are logged in to has a tax code assigned to it. This is a prerequisite to using Webstore as the web user cannot specify a tax code themselves when entering an order.

Greentree Desktopdetermines the tax code to apply to the order using the standard hierarchy, which ultimately defaults to the company tax code if no code is found in the hierarchy before that.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Company logo filename

Enter the path and filename of the company logo graphic that displays on your Webstore pages. If this is left empty the default uses images/logo.gif. You can find the image under <Greentree System Path>\Webstore\website\images\logo.gif. Open this image and edit it to change its size to a maximum of 430 pixels wide by 150 pixels high.

'Contact us' email address

Enter the email address your customers can use when they want to contact you. This comes into the <Greentree ecom products contactemail> tag and is used in all templates as the Contact Us navigation bar link.

To use this as a link to open an email form, put <a href=mailto: on the left, and >Email Us</a> on the right or copy the navigation formatting on each template.

Entry Page

Select the page you want your customers to see when they first access your Webstore site: Catalogue Page, Search Page and Site Map.

Sales Order Options

Web salesperson

Select the salesperson to be updated to web orders, or select <None - use customers salesperson> to use the default salesperson assigned to the customer.

IN transaction type

Select the transaction type to be updated to web orders, or select <None - use customers or SO default> to use the customer's (checks first) or Sales Orders Module Control's default.

Order status

Select the order status to be updated to web orders, or select <No defined action> to use the customer's default order status. If the customer has no default status, the SO Control status is used.

Credit limit exceeded status

Select the order status (from those defined on the Status Definition Maintenance form) to update to web orders if the customer's credit limit is exceeded.

Print orders to

Select the printer that prints packing slips (or other nominated form) when the web order is confirmed, or select <Don't print orders> if you do not want them to print automatically. If a printer is selected, the print format used is the one assigned to the customer, or the one assigned to the Order status.

Hotprint enabled

Select this option to enable hotprinting for order documents — for example, packing slips.

Note: If you don't select this option, documents are printed using the print and task queue rather than going to a printer. This will avoid timing out issues if an error is encountered during hotprinting.

Email orders to the address

Enter the email address to receive notification of orders entered using Webstore. On entering an email address here, the email template is enabled. This template is an email version of the order tracking sale template to enable the email to include detail about the order and order lines. This template should be named sale_email.ect if email can be any other name without spaces.

Leave this empty to nominate the email address at a security group level.

Email Template

If you have specified an email address to receive order notifications, you must also select the template to use to format the email.

Retail price book

Select the price book to use to display inventory prices for your anonymous customers. This price book can also be used as a comparison with a customer's usual price. Catalogue pages can display a Normal price and a Your price.

Order number range

Use this feature if you want orders entered using Webstore to have a separate order number range than orders entered using Greentree. Enter the Start and End numbers in the range. The Last number is updated by Greentree Desktop. to display the last number assigned to a web order (when you are first setting up Greentree, enter this number as the Start number minus one).

Leave this section empty to use the same order number range that is applied when orders are entered into Greentree.

Note: When the end number is reached, you must re-set the ranges.

Order Confirmation

Enter the header text to output to order confirmation emails sent to customers.

Stop Credit

Enter the header text to output to stop credit notification emails sent to customers.

Credit limit exceeded

Enter the header text to output to credit limit exceeded notification emails sent to customers.

Note: Emails are sent to customers using the address assigned on the AR Customer Maintenance form, or if no address is assigned there, the email address on the AR Customer Maintenance form is used.