How to Configure Storefront Settings

Storefront Settings control tenant-wide storefront elements and options, which can be leveraged for configurations that affect a users' cart, pricing, and other storefront settings.  This article will walk you through these particular items, use cases, and detailed list of options.

Administrators who are interested in reviewing and configuring these settings must ensure the Tenant Admin privilege is enabled within your User Group.  Caution should be taken when making changes, as these settings impact all users.

Things to Know:

• Some Storefront Settings are enabled by default for all organizations if enabled on this settings page.  Therefore, access must be disabled for organizations that should not have them.
• Some Storefront Settings must be enabled at the tenant level and for each organization that also needs them.
• The organization-specific version of this article will walk you through enabling or disabling associated enabled tenant settings for each of your organizations.

Article Topics

• Accessing Storefront Settings
• Storefront Setting Controls
• Cart
• Pricing
• Other Settings

Accessing Storefront Settings

1. Within Documoto, go to Admin > Admin Center > Storefront Admin > Storefront Settings.

Storefront Setting Controls

• Enable / Disable: Each setting includes an enable / disable option represented by a toggle. 
• Default: Default at the tenant level will inherit Documoto system defaults. System defaults for each setting are described in the following sections. 

Cart

Cart settings allow you to enable or disable the cart for your entire tenant, as well as change add to cart quantity behavior. 

Excluding pricing settings that can be found in the next article section, below you will find a list of all of the available cart settings that can be configured for your tenant and information on system defaults: 

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Enables the Shopping Cart for your entire tenant.

By default, all organizations have this setting Disabled.

Note:  Enable this option in Admin > User > Organizations > Storefront Settings for any organization that should have the shopping cart. 

Enables the ability for users to use Save Carts in the shopping cart. 

N/A - This setting cannot be disabled for an individual organization if enabled for your tenant. 

Sets the default add part to shopping quantity behavior from a page in the Documoto library. The options include: 

• qtyZero: Deprecated; only for Classic - do not use. 
• qtyOne: Adds a quantity of one (1) to the cart.
• qtyFromBOM: Adds the quantity listed in the BOM to the cart. 

Note: System Default add to cart quantity behavior is 'qtyOne'. 

Enables a pop-up or modal to display when a user adds a part to the cart, which allows them to adjust the quantity they are adding to cart, then confirm they want to add the part to the cart by clicking Add. 

By default, all organizations have this Enabled.

Note:  Disable this option in Admin > User > Organizations > Storefront Settings for any organization that should not have this feature turned on. 

Enables the Quick Add button in the shopping cart for all users within a tenant.  

N/A - This setting cannot be disabled for an individual organization if enabled for your tenant. 

Pricing

Pricing settings allow you to set default tenant currency code, cart price columns, enablement of available pricing levels, and the option to display prices in the parts list or shopping cart. 

Below you will find a list of storefront pricing settings that are available, along with information on organization considerations: 

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The default currency code for your tenant.

Note: The system Default for Currency Code is USD. 

By default, all organizations will inherit this tenant Storefront Setting, which will show as Default when viewing the corresponding tenant Admin > User > Organizations > Storefront Settings.

Note: If you have an integration that includes a currency code mapping, we will first set the currency code in the Library to whatever is sent in the GetPartInfo response from your ERP or eCommerce system. If a currency code is not mapped or sent to us in a response, we will fall back to the organization currency code and finally, Storefront Admin > Storefront Settings currency code. 

Enables the retail price type for your tenant. 

By default, all organizations have this setting Disabled.

Note:  Enable this option in Admin > User > Organizations > Storefront Settings for any organization that should have this price enabled. 

By default, all organizations have this setting Disabled.

Note:  Enable this option in Admin > User > Organizations > Storefront Settings for any organization that should have this price enabled.

Display Wholesale Price

By default, all organizations have this setting Disabled.

Note:  Enable this option in Admin > User > Organizations > Storefront Settings for any organization that should have this price enabled.

By default, all organizations have this setting Disabled.

Note:  Enable this option in Admin > User > Organizations > Storefront Settings for any organization that should have this price enabled.

Enables the hide pricing option on BOMs or parts list when in Page Viewer in the library. This feature allows dealers to show their customers the interactive parts page they are viewing for equipment they may be working on, without their customers seeing their discounted pricing for the OEM parts. 

The hide pricing option appears as an eye icon next to the price label in the BOM:  

By default, all organizations have this Enabled.

Note:  Disable this option in Admin > User > Organizations > Storefront Settings for any organization that should not have this feature turned on. 

Other Settings

Other Settings allow you to enable or disable order suggestions, enable ecommerce order management, set an order suggestions threshold, and enable/disable order or quote templates for your tenant.  

Below you will find a list of the additional storefront settings that are available to enable or disable, along with information on organization considerations: 

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Sets the threshold for the number of times two parts must be submitted in an order together in order for Documoto to auto-create an order suggestion. In other words, if you set this to 100, Part A and Part B must be ordered together 100 times in order for Documoto to suggest Part A be added to the cart as well when someone is viewing Part B.

Note: The system Default for Order Suggestion Threshold is 1. 

By default, all organizations have this Enabled.

Note:  Disable this option in Admin > User > Organizations > Storefront Settings for any organization that should not have this order form turned on. 

Enables the Request for Quote quote form for your tenant.  

By default, all organizations have this Enabled.

Note:  Disable this option in Admin > User > Organizations > Storefront Settings for any organization that should not have this quote form turned on. 

If you have any questions about how you should configure your storefront settings, please contact your Documoto Customer Success Manager or Support at support@documoto.com.