HomeUsing CartfaceInitial Setup

Initial Setup

Intro

To start off with the e-commerce store there are certain initial functionalities that need to be fixed. Without setting up those things it is impossible to initiate any kind of business related action on the store.

Online Store name

The online store name is the name that appears on the website.

  • From the ‘Settings’ menu click on the ‘General’ option and the ‘General Settings’ page opens.
  • From there fill up the ‘Store Name’ field and provide the name with which the registration for the free trail was done.
  • Go to the lower right-hand side of the page and click on the ‘Save’ button to save the entry.

Change your account email address

‘Account Email’ is the email through which interaction between the e-commerce store and CartFace (the platform) will take place.

  • For changing the account email address go to the ‘Settings’ menu and click on ‘General’ and the ‘General Settings’ page opens.
  • Just delete the old email address and put down the new one in the ‘Account Email ‘section and click on the ‘Save’ button on the upper right-hand side of the page to save the entry.

Change your customer email address

‘Customer email’ is the one through which the communication between the customer and the online store will take place.

  • For changing the account email address go to the ‘Settings’ menu and click on ‘General’ and the ‘General Settings’ page opens.
  • Just delete the old email address and put down the new one in the ‘Customer Email ‘section and click on the ‘Save’ button on the upper right-hand side of the page to save the entry.

Customer email best practices

For an online store owner communication with the customers is crucial and this is made possible with the help of the ‘Email Templates ‘option present in the ‘Settings’ menu.

  • From the ‘Settings’ menu click on the ‘Email Templates’ option.
  • Then click on the ‘Template Name’.
  • When the ‘Email Template’ page opens fill up the ‘Template Name’, ‘From Address’, ‘Subject’ field respectively.
  • Then write down the actual subject in the ‘Email Template’ field without changing/disturbing the variables within the third bracket.
  • Then click on the ‘Save’ button on the lower right-hand side of the page to save the entries.

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Legal business name and address

Registered legal business name and address is necessary to prove the authenticity of the e-commerce store in the eyes of the customers.

  • From the ‘Settings’ menu of the admin panel click on the ‘Store’ option and the ‘Contact Details’ page opens.
  • Then provide the legal store name in the ‘Store Legal Name’ section.
  • Save the entry by clicking on the ‘Save button on the upper right-hand side of the page.

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Store Time zone

The store time zone needs to be fixed according to the place where it is based.

  • From the ‘Settings’ menu of the admin panel click on the ‘Standard & Formats’ option.
  • When the ‘Standard & Formats’ page opens click on the ‘Time Zone’ drop down and select the  time zone.
  • Then save the entry by clicking on the ‘Save’ button on the upper right-hand side of the page.

Select store base currency

Store base currency is selected keeping in mind the country in which the store is located.

  • From the ‘Settings’ menu of the admin panel click on the ‘Standard & Formats’ option.
  • When the ‘Standard & Formats’ page opens click on the ‘Base Currency’ drop down and select the appropriate currency.
  • Then save the entry by clicking on the ‘Save’ button on the upper right-hand side of the page.

 

Default weight unit

Default weight signifies the weight of the product.

  • From the ‘Settings’ menu of the admin panel click on the ‘Standard & Formats’ option.
  • When the ‘Standard & Formats’ page opens click on the ‘Default Weight Unit ’ drop down and select the appropriate weight unit.
  • Then save the entry by clicking on the ‘Save’ button on the upper right-hand side of the page.

Homepage metadata

Homepage metadata is a prerequisite for promoting the homepage on the internet.

  • From the ‘Settings’ menu click on the ‘General’ option and the ‘General Settings’ page opens.
  • From there fill up the ‘Google Analytics Code’, ‘Meta Description General’ and the ‘Meta Keywords General’ sections respectively.
  • Then save the entry by clicking on the ‘Save’ button on the upper right-hand side of the page.

Maintenance mode your storefront

The storefront is kept on the maintenance mode when any maintenance work is performed in the online store.

  • From the ‘Settings’ menu click on the ‘General’ option and the ‘General Settings’ page opens.
  • In the ‘General Settings’ page click on ‘Site Offline’ option to keep the store in the maintenance mode.
  • Then save the entry by clicking on the ‘Save’ button on the upper right-hand side of the page.

Format your order IDs

The order IDs need to be formatted for maintaining proper billing cycle and also for locating the bills whenever required by the store owner. This can be done by adding prefix and suffix to the Order IDs from the ‘Invoice & Taxes’ page.

Prefix

The prefix in added before the Order Number like the month and year when the order has been placed can act as the prefix.

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