Default (User settings)

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Default (User settings)

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Default

 

The Defaults page allows companies to set the default values for Users of the company. When a user is created for the company these default settings will be applied. These values can later be edited in the user settings by the producer.

 

To access the Defaults page

 

1.From the Backend Menu select Manage >Manage Companies.

2.Select the Edit Company details icon clip0327 next to the company you want to add a set defaults for.

 

clip0328

 

New User settings

Default Bypass Shipping Page

Yes or no to bypass Shipping Page

Default Bypass Shipping Address

Yes or no to bypass Shipping address

Default Shipping Option

Allows users to Select from Address Book, Manual entry or both

Default Bypass Billing Page

Yes or no to bypass Billing page

Use My Account Data (special case)

Check if users account information will be used for shipping

User to Checkout after Order

If Checked user goes directly to checkout once order is complete

Country

Sets the default country for the companies users

Province / State

Sets the default Province / State for the companies users

New user Default Email Notification Settings


Default on Cancel Notification

Sends email notification when order is canceled

Default On Release Notification

If checked sends email notification when order is released

Default In Production Notification

If Checked sends email notification when order is in Production

Default in Shipping Notification

If Checked sends email when order is Shipped

  Customer Email Notification (Overrides Customer Settings)

Enable On Order Notification

Sends email when order is placed

Enable Gatekeeper Notification:

Emails Gatekeeper when order is placed

Email Notification at Billing

Manual Email Notification

Select from None, Required or optional

Additional Notification at Billing

Enable Notify By Address book

One additional address can be notified at billing. By default this option is disabled.

Select Address Book

Personal and Company Addresses

Select User Title

Title for the displayed notified addresses dropdown list

Show Address Name

Display Address name in dropdown list

Show Full Name

Display Full name in dropdown list

Show Email

Display Email in dropdown list

Notify Selected Address on Order:

Notify by address book or multiple addresses when order is placed

Notify Selected Address on Release

Notify by address book or multiple addresses when order is released

Notify Selected Address on Cancel

Notify by address book or multiple addresses if order is cancelled

Notify Selected Address on Production

Notify by address book or multiple addresses when order is in Production

Notify Selected Address on Shipping

Notify by address book or multiple addresses when order is in Shipping

 

3.Click Update to save your settings.