Company Shop - Settings

Learn more about the unique settings available inside of a Company Shop.

On this page:

General settings

Credit card checkout

Shipping charge settings

Checkout settings

FAQ

General settings

The Company Shop's general settings include:

• Shop Name - appears in the browser tab when shoppers open your shop. It defaults to the name you used to create the shop, but you can update it at any time.
• Status - identifies if the shop is current (open) or expired/not in use (closed).
• Default Client Rep - defaults to the rep assigned through the client's page.
• Order Rep - this person must be a FULL commonsku user. They'll receive email notifications when shoppers place orders, and the shopper's order confirmations will appear to come from them.
• Expiry Date - prevents your clients from accessing the shop after a specific date, perfect for limited-time offerings. The shop expires at 11:59 PM (ET) on the set date.
• Event Type - used for future reporting on sales orders created through the shop.
• Shop Contact Name/Email - this is your shoppers' primary contact; their details appear on the shop's splash screen/help.
• Project Template - this will be the template assigned to orders created through the shop.
• Apply tags to orders - customizable tags for future reporting.
• Currency - acts as the default currency for orders placed through the shop.
• Shop Password - a customizable field that allows you to limit access to the shop. You can change the password at any time.
• Chatbot - enables a chatbot on your shop.
• Credit card checkout - activates credit card payment. 
• Show Warnings for Prop 65 - this adds warnings for California's Prop 65.
• Splash screen/Help - this is the first thing your shoppers will see when they open the shop. It's the perfect place to add important information you'd like your shoppers to know.
• Shop image for client portal - Add an image to represent your shop on the client's portal. If you don't have an image set, it will default to the first product's image in your shop.

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Credit card checkout

The credit card checkout allows your shoppers to checkout with a credit card.

To add credit card checkout:

1. Select the box beside Credit card checkout
2. Choose a shipping address from the "Select from client" drop-down menu (the address needs to be specifically marked as a "Shipping" or "Both" on the client page)
3. Choose the appropriate tax rate from the tax dropdown
   1. If your team is using Zip2Tax, type the zip code of the shipping location you are collecting tax for)
   2. If your team is using Avalara, select Avalara from the tax drop-down
      1. Once Avalara is enabled, click Done, then head back to the shop settings to select the shop's Default Avalara Category
4. Select the checkbox to apply tax on shipping charges or leave it deselected if shipping is tax-exempt
5. Repeat steps 2-4 for all required shipping addresses
6. Click Done

That will replace the "Submit Order" button with a "Pay by Credit Card" button on your shopper's final checkout screen. Shoppers will not be able to submit checkouts without payment once the credit card checkout is enabled.

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Shipping charge settings

The shipping charge setting allows you to add shipping costs, based on the checkout's subtotal, to all of the shop's checkouts. Shipping charges appear after the subtotal on the shopper's checkout and as a service line on the final sales order.

To create shipping ranges:

1. Click + add Range
2. In the "Range" field, type the minimum dollar value required to include a shipping charge
3. In the "Shipping Charge" field, type the chare that applies to that range
4. Add more ranges as required

Each new range determines the maximum value for the previous range. For example, the first range is from $0 - $10; the second range will automatically begin at $11. 

The checkout's subtotal is what determines the shipping cost, not the products or the shipping location.

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Checkout settings

Company Shop checkout settings include the:

• Billing name
• Shipping name
• Billing address
• Shipping address
• Option to collect the shopper's PO
• Checkout questions
• Checkout message

Shoppers can either select billing/shipping contacts/addresses from a pre-defined list or type their information during checkout. 

Billing name

The billing contact will be the point of contact for billing on sales orders created through the shop.

To create a pre-defined list:

1. Click the circle beside "Selecting from List"
2. Choose a contact from the "Select from client" dropdown or click to Add New Client Contact
3. Repeat step 2 for all billing contacts
4. Click Done
5. Click the Edit Billing Contact List button to remove a billing contact or add a new contact (optional)

To allow shoppers to type their details during checkout:

1. Click the circle beside "Selecting or typing contacts"
2. Select the Edit Billing Contact List button
3. Follow steps 2-4 listed above
4. To add any new contacts to your client's page, select the box beside "Add these new contacts to client's contact list upon checkout" 
5. Click the Edit Billing Contact List button to remove a billing contact or add a new contact (optional)

Shipping name

The shipping contact will be the point of contact for shipping on sales orders created through the shop.

To create a pre-defined list:

1. Click the circle beside "Selecting from List"
2. Choose a contact from the "Select from client" dropdown or click to Add New Client Contact
3. Repeat step 2 for all shipping contacts
4. Click Done
5. Click the Edit Shipping Contact List button to remove a shipping contact or add a new contact (optional)

To allow shoppers to type their details during checkout:

1. Click the circle beside "Selecting or typing contacts"
2. Select the Edit Shipping Contact List button
3. Follow steps 2-4 listed above
4. To add any new contacts to your client's page, select the box beside "Add these new contacts to client's contact list upon checkout" 
5. Click the Edit Shipping Contact List button to remove a shipping contact or add a new contact (optional)

Billing address

The billing address will be the address listed for billing on sales orders created through the shop.

To create a pre-defined list:

1. Click the circle beside "Selecting from List"
2. Choose a billing address from the "Select from client" dropdown or click to Add New Client Address
3. Repeat step 2 for all billing addresses
4. Click Done
5. Click the Edit Billing Address List button to remove a billing address or add a new address (optional)

To allow shoppers to type their details during checkout:

1. Click the circle beside "Selecting or typing addresses"
2. Select the Edit Billing Address List button
3. Follow steps 2-4 listed above
4. To add any new addresses to your client's page, select the box beside "Add these new addresses to client's contact list upon checkout" 
5. Click the Edit Billing Address List button to remove a billing address or add a new address (optional)

Shipping address

The shipping address will be the address listed for shipping on sales orders created through the shop.

To create a pre-defined list:

1. Click the circle beside "Selecting from List"
2. Choose a shipping address from the "Select from client" dropdown or click to Add New Client Address
3. Repeat step 2 for all shipping addresses
4. Click Done
5. Click the Edit Shipping Address List button to remove a shipping address or add a new address (optional)

To allow shoppers to type their details during checkout:

1. Click the circle beside "Selecting or typing addresses"
2. Select the Edit Shipping Address List button
3. Follow steps 2-4 listed above
4. To add any new addresses to your client's page, select the box beside "Add these new addresses to client's contact list upon checkout" 
5. Click the Edit Shipping Address List button to remove a shipping address or add a new address (optional)

Collect Customer PO

This setting allows you to collect a shopper's PO number upon checkout.

You can choose between:

• No - the shopper does not need to enter a PO number
• Optional - the shopper can choose to enter a PO number
• Required - the shopper must enter a PO number

The PO number will automatically populate in the resulting sales order's "Customer PO" field.

Checkout questions

Checkout questions are used to request additional information from the shopper before they place their checkout. To add a question:

1. Type the question in the Question field
2. Click Add
3. In the Type field, select if you'd like the answer to have an open text field (click text field) or have pre-determined answers (click select field) 
4. Click the box under Mandatory to make the question mandatory (optional)
5. If you chose a select field question, click edit > + add option > enter the options for your shoppers to select from > click Done

To edit the options within a select field question, click edit beside the question you'd like to change. To delete a question, click delete beside the question you'd like to remove.

Checkout message

The checkout message is the final thing your shopper sees after they place their checkout. It's the perfect place to add import details, including any next steps you'd like to make your shopper aware of.

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FAQ

• Can I activate credit card payment without adding shipping addresses?
• Who gets notified when somebody places an order through the Company Shop?
• Why are addresses missing from the shipping address list?
• Can I bypass the shop's landing page and allow my shopper to click right into the shop?

Can I activate credit card payment without adding shipping addresses?

The short answer is no. Shipping addresses are necessary to calculate the sales tax that applies to each shop order. However, there is a workaround if all of the shop's orders have the same tax rate; contact support@commonsku.com for more details!

Who gets notified when somebody places an order through the Company Shop?

The shop's order rep and shop contact both receive email notifications whenever somebody places an order. The shopper also gets an email notification with their sales order number or invoice number if they paid by credit card.

Why are addresses missing from the shipping address list?

The shipping addresses in the shop match the shipping address assigned through the client's page. An address must be designed for SHIPPING or BOTH to appear in the dropdown menu; addresses designed for BILLING only are not available. 

Can I bypass the shops landing page and allow my shopper to click right into the shop?

Yes! If you don't want to use the shops landing page, you can edit the shop URL before you send it to the client, or within the link embedded on your webasite so your shoppers can jump right into the shop. Just add "/shop" to the end of your shop's URL and you'll be good to go!

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