Settings

Next Admin | General Settings

General Settings

You can enable, configure, and control key details on the omni-channel platform and the entire product suite and connected systems using Merchant Settings. To access these controls, select Settings > General within the Merchant Administration console.

Here, you can set merchant account level defaults like locale, currency, timezone, and more. Additionally, you can quickly and intuitively enable new fulfillment methods, control shopper experience paths, and adjust operational settings.

Global Settings

Global Settings determine Merchant defaults for all locations. Select the applicable option from each picklist.

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Label

Definition

Available Values

Default Value

Default Locale

The default location.

Any Valid and Supported ISO Locale Code

en-gb

Default Time Zone

The default merchant time zone.

Any Valid and Supported Timezones

ECT

Default Currency

Default currency for the merchant's account.

Any Valid and Supported ISO Currency Code

EUR

Default System Units

The default system of measurement.

●      Metric

●      Imperial

Metric

 

Note: Changing currency type changes the currency displayed in the Analytics Dashboard of the Relate app, when the merchant selects Customer Details and views orders.

Fulfillment Methods

These settings determine the available fulfillment methods and paths.  Select all applicable boxes that you wish to enable. 

 

Label

Definition

Available Values

Fulfillment Methods

The permitted fulfillment methods.

●      Reserve Online Pickup In Store (ROPIS)

●      Buy Online Pickup In Store (BOPIS)

●      More Coming Soon!

Web Storefront Fulfillment Path Enablement

 

(option currently hidden - this path is set in merchant’s ECP)

The permitted web fulfillment paths.

●      Quick Reservations: Enables single item / direct from PDP reservation option.

●      Multi-Line Item Reservations: Enables multiple item reservation option.

●      More Coming Soon!

Engage Fulfillment Path Enablement

 

(currently disabled)

The permitted Engage fulfillment paths.

●      Quick Reservations: Enables single item / direct from PDP reservation option.

●      Multi-Line Item Reservations: Enables multiple item reservation option.

●      More Coming Soon!

 

Global Product Default Fulfillment Methods 

This setting is useful when there is a direct integration with a Merchant’s ECP system. By enabling these default fulfillment methods, if a Merchant syncs their product catalog with Shopgate and some products do not have a fulfillment method set, the correct Fulfillment Method automatically applies to these product records. Uncheck these options to no longer automatically apply these Fulfillment Methods.

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Global Fulfillment Method Product Filter

This setting will restrict or "hide" products in all storefronts (contactless commerce site and mobile apps) that do not support the selected fulfillment methods. The setting is useful if you are leveraging one of the existing Shopgate ecommerce integrations or a custom integration where all products, include non-instore fulfilled items, and you would like to create a curated "in-store" shopping experience. 

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Location Fulfillment Selector

These settings determine what information the shopper sees when they select a product and want to place an order.

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Label

Definition

Available Values

Default Value

Default Location Search Radius

Default location search radius used on the location fulfillment finder.

Numeric Value Between 0 and 5,000

50

Number of Locations to Display

Default number of locations displayed on the location fulfillment finder.

Numeric Value Between 0 and 100

10

Default Location Sort Order

Default sort order when displaying locations on the location fulfillment finder.

●      Nearest Location

●      Highest Inventory

Nearest Location

Hide Product Inventory Quantity

Determines if the location inventory displays on the location fulfillment finder.

●      True

●      False

False

Hide Locations Without Inventory

Determines if locations that do not have inventory for the selected product display on the location fulfillment finder.

●      True

●      False

False

Enable Location Based Shopping

Prompts customer to choose a location when first entering the site or application. Once selected product assortments and availability will be based on the selected location. 

  • True
  • False

 False

 

Fulfillment Handling

These settings determine how orders and reservations are handled after they have been placed.

 

Label

Definition

Available Values

Default Value

Pickup Reminders Enabled

Send pickup reminders to the shopper.

●      Yes

●      No

No

POS Transaction Number Required

POS transaction number is required to successfully complete a reservation.

●      Yes

●      No

No

Pickup Reminder Time

Number of hours after a fulfillment order has been marked ready for pickup before a reminder is sent to the shopper.

Decimal (scale of 2) Between 0 and 999

36

Enable Location Fulfillment Email Notification

When enabled this will trigger an email to location when orders are routed for fulfillment in addition the push notification in Deliver. This requires that an email address has been setup for each location. 

  • Yes
  • No
No

 

Enables automatic cancelation of reserve online pickup in store fulfillment orders after the configured "Reservation Cancel Time" has passed.
  • Yes
  • No
 

Enables automatic cancelation of buy online pickup in store fulfillment orders after the configured "Order Cancel Time" has passed.
  • Yes
  • No
No

Configured number of hours after a reserve online pickup in store fulfillment order has been marked "Ready" will be canceled if enabled. Decimal  

Order Cancel Time

Configured number of hours after a buy online pickup in store fulfillment order has been marked "Ready" will be canceled if enabled. Decimal  

Enable Substitution Preferences

When enabled, customers will have the option to set an item substitution preference for ROPIS orders. 
  • Yes
  • No
No

 

Location Based Shopping

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When enabled, this feature will prompt customers to choose a location when first entering the site or application. Once selected product assortments and availability will be based on the selected location.   Once a location has been selected, the preference will also be saved to a local cookie and will remain the default until a customer changes it or clears the cookies. Once a location has been selected, a new element will be displayed in the header of the site showing the selected location and option to change locations. 

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It's important to note that, when this feature is enabled the prospective of the shopping browse experience is based on the selected store (location). This means that the products that are displayed will be dependent on inventory configuration of the location (product assortments & inventory level) as well as product inventory handling settings. 

 

Customer Item Substitution Preferences

When this feature is enabled customers will have the option to set item substitution preferences on Reserve Online Pickup In Store (ROPIS) orders while in the cart. Once these preferences are set, they will be keep and saved on the order and fulfillment orders. 

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These preferences will be display on order confirmation, order status, and any other order detail page. 

If a customer has requested an item not be substituted, the store associate will see a new icon on the line item during fulfillment letting them know about the shoppers preference. 

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