General Settings
Configure storefront identity, payment methods, checkout behavior, production time, branding, product browsing, guest checkout, and supported file types.
General Settings is the central configuration page for your storefront. It controls how your store is identified, what payment options customers see at checkout, how production timelines are calculated, and which file types customers can upload. Changes here affect the customer-facing storefront immediately after saving.
The page is organized into multiple card sections displayed in a three-column layout. Click Save at the top right to apply all changes at once.
Storefront Details
The Storefront Details card defines your store's identity and core configuration.
| Field | Description |
|---|---|
| Name | The display name of your storefront. This name appears in the admin navigation, order records, and may be used in customer-facing communications. Required. |
| Url | The primary URL where customers access this storefront. Used for link generation and storefront identification. |
| Theme | The site theme applied to this storefront. Themes control the visual layout, colors, and styling of all customer-facing pages. Select from themes configured in Site Themes. |
| Culture | The locale/language setting for the storefront. Controls number formatting, date formatting, and default translations. Select "Default" for English (US). |
| Timezone | The timezone used for order timestamps, production time calculations, and cut-off time enforcement. Grouped by country with GMT offset displayed. |
| Alt. Default Url | An alternate URL that redirects to this storefront. Use this when your store is accessible from multiple domains. |
| Allow user group selection during registration | When enabled, new customers can choose their user group during self-registration. When disabled, all new registrations are assigned to the default group. |
| Allow email marketing customer option | When enabled, a marketing opt-in checkbox appears on the customer registration and account pages, letting customers choose whether to receive marketing emails. |
| Invoice Logo | The logo printed on invoices and order receipts. Upload an image (JPG, JPEG, PNG, BMP, SVG, or WebP). Click the edit icon to replace or the delete icon to remove. |
| Delete Store | Permanently deletes this storefront and all associated data (users, products, orders). Only visible to super administrators. Requires typing the store name to confirm. This action cannot be undone. |
CXML Punchout Integration
This section only appears when punchout integration is enabled for the storefront. It configures the cXML punchout connection for procurement system integration (e.g., Ariba, Coupa).
| Field | Description |
|---|---|
| Punchout Domain | The domain of the procurement system that will connect to this storefront via cXML punchout. |
| Punchout Id Type | The identifier type used by the procurement system (e.g., DUNS, NetworkId). |
| Punchout Id | The unique identifier for this storefront in the procurement system. |
All three punchout fields are validated together -- if any one is filled, the others become required.
Store Type
Displays the current store type (B2B or B2C) and provides a Convert button to switch between them. B2B stores support user groups, organizations, and purchase orders. B2C (retail) stores enable guest checkout and consumer-oriented features. Converting requires confirmation and may be restricted by your license.
Payment Methods
Controls which payment options appear during checkout and how invoice numbering works.
| Field | Description |
|---|---|
| Invoice # | The current or starting invoice number. When auto-increment is enabled, each new order increments this value. |
| Auto increment invoice number | When enabled, the invoice number automatically increases with each new order. Disable to use a fixed or manually managed invoice number. |
| Enable "invoice" payment method at checkout | Allows customers to pay by invoice (bill me later). The order is placed without immediate payment. |
| Enable "purchase order" payment method at checkout | Allows customers to enter a purchase order number at checkout. Common for B2B storefronts where customers have pre-approved PO budgets. |
| Enable "credit card" payment method at checkout | Allows customers to pay by credit card at checkout. Requires a merchant account to be configured in Merchant Accounts. |
| Enable American Express credit card type | When credit card payments are enabled, this adds American Express as an accepted card type. |
| Enable Discover credit card type | When credit card payments are enabled, this adds Discover as an accepted card type. |
Production Time
Defines your business's working schedule for production time calculations. These settings determine estimated delivery dates shown to customers on the storefront.
| Field | Description |
|---|---|
| Work days | Multi-select list of days your production facility operates (Sun through Sat). Only selected days count toward production time estimates. |
| Cut off time | The daily deadline for receiving orders that count toward the current business day's production. Orders placed after this time roll to the next work day. |
| End of day time | The time used to calculate the end of the production day for delivery estimates. |
Company Logo/Icon
Upload and manage the company logo and icon used across your storefront.
| Field | Description |
|---|---|
| Logo | The primary company logo displayed in the storefront header and other branded areas. Upload any image file. Click the edit icon to replace or the delete icon to revert to the default logo. |
| Icon | A smaller icon (favicon) used in browser tabs and bookmarks. Upload any image file. Click the edit icon to replace or the delete icon to revert to the default icon. |
Checkout Defaults
Controls checkout behavior for all customers on this storefront.
| Field | Description |
|---|---|
| All prices include tax | When enabled, product prices shown to customers already include tax. When disabled, tax is calculated and added separately during checkout. |
| Hide tax during checkout | When enabled, the tax line item is hidden from the checkout summary. Useful when prices already include tax or when tax is not applicable. |
| Allow customers to change shipping/billing address | When enabled, customers can modify their shipping and billing addresses during checkout. When disabled, customers must use their default addresses on file. |
| Allow customers to create addresses | When enabled, customers can add new shipping/billing addresses during checkout. When disabled, they can only select from existing addresses in their account. |
| Customer approval is required on all orders | When enabled, all orders enter a "Waiting Approval" status after checkout. An admin must approve each order before it moves to production. Customers see an order approval workflow on their My Account page. |
| Allow PDF proof during checkout | When enabled, customers can download a PDF proof of their customized product before completing the order. |
| Merge multi-page print-ready PDF pages in a single file | When enabled, multi-page products are compiled into a single print-ready PDF file instead of separate files per page. Affects the downloadable output in order management. |
| Enable true reorder | When enabled, customers can reorder previous orders as exact copies, preserving the original design and settings without going through the editor again. |
| Cont. Shopping Url | The URL customers are redirected to when clicking "Continue Shopping" from the cart or checkout page. Leave blank to use the default storefront product listing. |
Guest Checkout
This section only appears for B2C (retail) storefronts. Controls whether customers can place orders without creating an account.
| Option | Description |
|---|---|
| Disabled | All customers must log in or register before placing an order. The checkout page shows a login form. |
| Enabled | Customers can choose to check out as a guest or log in. Guest users enter their details inline at checkout with an option to sign in instead. |
| Forced | All customers check out as guests. Login, registration, and password reset pages redirect to guest checkout. No account creation is required or offered. |
Product Browser
Controls how products are displayed on the storefront's product listing pages.
| Field | Description |
|---|---|
| Product View | Default layout for product listings. "Grid" shows products as cards in a multi-column layout. "List" shows products in a single-column detailed view. |
| Products Per Page | The number of products displayed per page in product listings before pagination. |
| Filters | Multi-select list of filter types shown in the product browser sidebar. Options: Categories, Sizes, Quantities, Sorting, View Buttons. |
| Related Products | Display style for related products on product detail pages. "List" shows related products in a vertical list. "Carousel" shows them in a horizontal scrolling carousel. |
Supported File Types
Controls which file formats customers can upload when using the file upload product type. PDF is always enabled and cannot be disabled.
| File Type | Description |
|---|---|
| Portable Document Format. Always enabled (cannot be unchecked). The standard format for print-ready files. | |
| PNG | Portable Network Graphics. Supports transparency. Good for logos and graphics. |
| JPEG | Joint Photographic Experts Group. Best for photographs and complex images. |
| PSD | Adobe Photoshop native format. Preserves layers for production use. |
| TIFF | Tagged Image File Format. High-quality format often used in print production. |
| BMP | Bitmap image format. |
| EPS | Encapsulated PostScript. Vector format commonly used in print design. |
| PS | PostScript format. |
| AI | Adobe Illustrator native format. Vector-based design files. |
| SVG | Scalable Vector Graphics. Web-friendly vector format. |
Shared Estimates
Configure settings for shared estimate links that allow customers to share pricing quotes.
| Field | Description |
|---|---|
| Allow Estimate Share | When enabled, customers can generate shareable links to pricing estimates that others can view without logging in. |
| Company logo url | The URL of the company logo displayed on shared estimate pages. This can differ from the storefront logo for branded estimate documents. |
| Company Address | The company address displayed on shared estimate pages. Appears alongside the logo for professional estimate presentation. |
Associations
Print Store
| Area | Effect |
|---|---|
| Checkout | Payment method settings control which payment options (invoice, PO, credit card) appear on the checkout page. Guest checkout settings control whether customers can place orders without an account. Address and tax settings affect the checkout flow and order totals. |
| Product listings | Product Browser settings (view mode, items per page, filters, related products display) directly control the product browsing experience on the storefront. |
| File uploads | Supported File Types settings determine which file formats the upload page accepts from customers when ordering file-upload products. |
| Production time estimates | Work days, cut-off time, and end-of-day time are used by the pricing calculator to compute estimated delivery dates shown to customers. |
| Registration | The self-registration group and marketing opt-in settings affect the customer registration and My Account pages. |
| Branding | Company logo and icon appear in the storefront header. Invoice logo appears on printed invoices and order receipts. |
| Cart | The "Continue Shopping" URL controls where customers are redirected from the cart page. True reorder settings affect the reorder flow on the My Orders page. |
Related Pages
- Site Themes — manage the visual theme selected in Storefront Details
- Merchant Accounts — set up the payment gateway for credit card processing
- Order Status — define statuses used in the approval workflow enabled here
- Checkout Fields — add custom form fields to the checkout page
- Shipping Settings — configure carriers and rates used at checkout