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| Field | Description | |||||
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| Enable Customer Profiles | If selected, the multi-page checkout will include a customer profile screen directly upon the customer clicking on the "Checkout" button in the shopping cart.
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| Require Customer Profile | If selected this will remove the "Guest checkout" option from the Customer profiles checkout screen. the customer will either need to create a customer profile or log into an existing customer profile. | |||||
| Allow Customer Profiles to Store Credit Card(s) | If selected, this will allow the customer to store their credit card data (PCI compliant hashing of the Credit Card number details is automatically applied) for us with future orders.
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| Auto Establish Customer Profile | A customer profile will be established for the customer upon their order if one does not exist. (*The profile will not have a password and the customer will have to perform an email verification profile to set the initial password down the road.) | |||||
| Auto Link Orders to Customer Profile | If enabled, any order placed will automatically link to a customer profile by email. The order will not receive special pricing as if they had logged into the profile, but will be linked for historical purposes. | |||||
| Limit Checkout Address Book to Last __ Entries | If configured (not left blank) the customers billing and shipping addresses will be limited to the specified number of entries. |
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These actions control the behavior of the customer portal where customers may view their order history, make reviews, etc. (See also: My Account Customer Portal)
| Field | Description |
|---|---|
| Enable Case Management | Enables Case Management. Please see Case Management documentation for more details. |
| Display Product Reviews | If enabled, product reviews will be displayed in the My Account Customer Portal. See Reviews for more details. |
| Allow customers to manage privacy settings | Provide an option for customers to manage their privacy settings via the MyAccount portal. See My Account Customer Portal for more details. |
| Allow unlimited downloads of digital content | Allow the customer to download their digital content as long as they are logged into their MyAccount portal. *This setting will override the default Digital Delivery settings for downloads. |
| Display Auto Orders | If enabled, auto orders will be displayed. The following optional permissions that can be configured for auto orders:
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Wholesale Signup
This section provides a text box whereby merchants can enter their Wholesale Agreement that will be presented to prospective wholesale customers during signup. Navigate to:
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The Logout Link could also be placed on the merchant's Wholesale page. This link will take the customer to the URL specified in the Store URL field at Configuration > Merchant Profile.