Create New Store

overview & purpose setting up a b2b/private store in the onprintshop admin panel is not difficult it still requires a number of steps, from setting up the store details to configuring departments, markup, addresses, payment methods, etc to make the store function effectively creating new store click on the '+ add ' to add any store from the admin panel the 'add store' section is divided into 4 different sections store details, configuration setting, content setting, and general setting store details this includes the basic store details such as names, domains, urls, etc store name this is the store name to be displayed at the store admin panel email this will be treated at the store admin's email id all the updates regarding the store activities will be first sent to this email address directory name enter the store website url in small letters and without and spacing or special characters note store customers can access both the sub domain assigned to store as well as the main store url to visit the front store username this is an identification used by the store to login into its admin panel to access the backend of its web store password this field is used in the conjuncture of username, which grants store admin access to the admin panel phone number enter the contact number of the store sales agent assign single or multiple sales agents to a store using a multi select checkbox dropdown add as front customer when enabled, a front store customer will be created using the store details entered and this customer will be displayed in the website customers list configuration settings this section will help the admin make arrangements for the correct functioning of the web store this section includes the setting of payment, shipping, language, currency, country, and email connection options if the selection is set to 'default' then all the active options in the category will be available to the store customers in the 'custom' option the system provides all the active options in the category thus, the admin can customize the fields for store customers for example, in the 'custom' shipping options, the system listed all the active shipping options available admin can make choices and select the shipping options for the particular store's customers further, admin can make choices to provide only selected shipping types available for the customers this feature will allow the site admin to set and manage shipping type for the custom shipping options expedite (weight based), ground (weight based), etc for the orders of store customers content setting the content setting section allows admin to change settings of store website features such as cms, links, sidebar settings, banners, etc we have also provided the my account's custom option dropdown, the site admin and the store admin can manage the 'my account' section and give it a more personalized look the dropdown lists all the default pages possible in the section store settings this section covers all the basic settings of the store, like managing their pay on account, setting up their order approval process, providing them an invoice, controlling their email notifications, etc markup type store wise you will have the facility to configure any of the following markup types markup choose this type to increase the markup on the price discount choose this type to decrease markup on the price also, you’ll have the facility to assign master markup docid\ pl4 7g9q3jidhzhaxxdgk now, you have to configure the markup once and it will be applied to both the following product price and product’s option price earlier you could apply separate markup to both product price and product option price now, the same markup will be applied to both in the store, we have added a new tab – ‘products markup’, from where you can configure product wise markup pay on account as explained in the website customers section, pay on account is a great way to improve customer retention for store, there are three options for pay on account disable, store wise, customer wise disable there will be no pay on account available for the particular store store wise the pay on limit assigned will be applicable to the entire store or departments of the store customer wise the pay on limit will be made available to each customer in the store if pay on account option is enabled, then the following options will appear pay on limit enter the credit limit to be allotted to the store order approval this option will send all the orders to the assigned approvers, for their approval there are various approval rights set in the system check access roles only the approved orders will be shown in the orders section show price to customers this will show/hide the price from the store customers with/without any alternative text enabling the order approval process will display the following options external approval we have extended the order approval functionality to the external user(s) now, while placing an order the store customer can enter the email address of the external user who is not part of the system and also get the order approved by them the external approver will receive an email along with a link to approve/reject the order allow user to cancel order this gives store customer(s) an opportunity to cancel the order(s), while the order is in 'approval process' this feature will help customers to pass on only the required order(s) department enable the option if the store has a division this will enable the department module of the particular store see more in the department section fix billing address enable the toggle if you want to restrict store customers from changing the billing address of their orders add billing addresses from store addresses fix shipping address enable the toggle if you want to restrict store customers from changing the shipping address of their orders add shipping addresses from store addresses if the shipping address for a store are kept fixed, then at the payment / shipping details page there will be customer name added along with office name this will help the store figure out which customer has placed the order, thus eliminating any room of confusion quick checkout quick checkout will display all the products assigned to store on one web page with a quick link to the product info page store fields these are the special fields created by admin they include store customer information that can be used in the designer studio to update the product template information no store forms fields will be filled by the customers only optional store form fields data will be fill up by end users after login in 'my account' menu, store customers should fill up data in store fields section mandatory store form fields data will be fill up by store customers after login store fields will populate immediately and made compulsory to be filled by customers allow tax exemption this toggle will make the store tax exempt i e tax free manage invoice both this option is useful when certain orders will be paid individually and certain by multiple orders amount at once periodically store admin and store customers will be able to download the invoice order wise only—this option is useful when store customers or store admins pay for each order thus, they can download an invoice for each order bulk order only this is useful when the store admin pays for multiple orders at once periodically site admin generates the invoice and store admin gets to download the invoice side admin's logo is displayed on these invoices manage email notifications with this feature, the site admin and store admin have the right to disable unnecessary email notifications the system provides a drop down of all the email notifications possible the site admin and the store admin can check the notification about specific activities and help the store admin receive only the required emails in their inbox allow partial payment enabling the toggle of 'partial payment' will allow you to further select a payment term and help your store customers make payments through the partial payment method allowed domains restricting registration by domain ensures that only authorized users from a specific company or organization can access the store this prevents unauthorized sign ups and keeps access limited to valid users to enable domain restriction for a store, locate allowed domains under the store settings in the allowed domain field, enter one or more approved domains, separated by commas (for example @company com, @partner org ) this ensures that only users with emails from these domains can register enable email otp login the enable email otp login setting offers passwordless login to registered customers or all customers (registered and new) based on the option selected from the drop down no email otp login will not be available registered users only email otp login will be available only for customers who already have an account in the system all customers email otp login will be available for both registered and new customers (works only if allowed domains is configured) on the storefront, new customers will be able to register only if their email address matches one of the approved domains they will receive an otp to validate their email and, once verified, can proceed to enter their basic details such as first and last name existing customers can log in easily by entering their registered email address and the otp they receive if someone attempts to register or log in with an email address that does not match the approved domains, the system will display a warning message indicating the email is invalid 2fa method two factor authentication (2fa) adds an extra layer of security by requiring users to verify their login with an otp sent to their email this prevents unauthorized access even if login credentials are compromised, making b2b stores more secure the system offers two methods to enable 2fa for the b2b stores authenticator app and email authentication via app to enable the authentication via the authenticator app, select the authenticator app as the preferred option additionally, you will have the option to set this method as optional or mandatory for the store customers once enabled, when the store customers enter their registered email address and password, they will receive one me password (otp) to that email customers then need to enter the received otp, which allows them to securely access their store account authentication via email to enable email otp as a two factor authentication method for a store, select email as the preferred option and then click save to apply the changes additionally, you can manage the content of the otp email sent to the customers from the email templates section of the content management on the storefront, once the customers enter their registered email address and password, the system will automatically send a one time password (otp) to that email customers then need to enter the received otp, which allows them to securely access their store account