Set eStore Preferences

The Welcome screen introduces the eStore preferences wizard. Click Next to continue.

1. In the Cart Name field, enter a unique name for your cart. This name will appear on each page of your cart on your website.

2. In the Category Header field, enter a header to appear on your cart as the heading above your main categories of items.

3. In the No Quantity Label field, enter the legend that you want to display when an item is not in stock.

4. In the Welcome Message field, you can enter some text to welcome your visitors to the cart and explain how they can use it to help your organization.

5. In the Order Success Message field, enter the text you want to display to your website visitors when their order processes successfully.

6. Select "Hide Search Feature" if you do not want to include a search field that your website visitors can use to search for items in your inventory.

7. You can add questions to the checkout process. These questions must be associated with an existing user-defined field. To add a question, complete the Add Question section on this page.

   • In the Field Name field, select a user-defined field from your database.

   • In the Display Text field, write the question as you want it to appear during the checkout process.

   • The Apply To field defaults to the application selected for that user-defined field. For user-defined fields that have more than one application, select where you want this information to be tracked in your database.

   • Select "Required" if you want this question to be required before your website visitors can complete their transaction.

   • To add this question to your cart checkout process, click Add. You can repeat this process to include additional questions in the checkout process.

8. To continue to the next section, click Next.

On the Cart Template page, select the template design you want to use for your cart. To continue to the next step, click Next.

1. In the Email Template field, select the email template you want to use to send confirmation emails to users of your cart after they complete a transaction. The default email Order Details is provided for you. You can modify this template, or create a new one and select it on this step.

2. In the Notification Email field, enter the email address where you want to send a copy of the order confirmation email. Usually, this would be someone in your organization who monitors cart purchases. To enter multiple email addresses, separate them with a semi-colon. An email will also be sent to this address when an item sells out.

3. In the Confirmation Sender field, enter the email address you want to display as the sender of the order confirmation email sent to the purchaser. If you leave this field blank, eTapestry does not send a confirmation email to purchasers.

4. To continue to the next section, click Next.

To generate a receipt number to include on the email confirmation to purchasers, select Generate receipts on transactions from this page.

Tip: In eTapestry, when you include receipt information as a part of your email confirmations, you are creating an "eReceipt" by definition.

To include eReceipt information, the template you select in the Email Template field on Step 4: Email Options uses the required Order Details widget. You must also enter the email address you want to display as the sender in the Confirmation Sender field. When eTapestry sends each eReceipt, it automatically includes the next unique receipt number that is available in the database.

Set the default fund, campaign, approach and letter for all items you sell. Default order item transaction values become the default for items that do not have assigned values at the item level. Shipping and tax splits use the values you indicate on this page.

If you do not specify fund values, eTapestry creates new funds and applies them to the transactions. eTapestry create separate funds for items, shipping, and tax. eTapestry does not automatically create campaign, approach, or letter values, even if those are required fields in your database.

To continue to the next section, click Next.

Note: You can apply sales tax to purchases for shopping cart web pages for the United States, Australia, and New Zealand.

On the Identifier field, select whether you want to collect sales tax for the billing or the shipping state. If your organization is required to collect sales tax in any state, enter the particulars sales tax rates on this page.

Shipping fees are not taxable through the cart. If you are required to collect taxes on shipping fees, you must combine those fees with the price of the item.

To continue to the next section, click Next.

You can set up your cart to calculate the shipping fee to be charged for each order. The fee is based on a per-item fee that you set up when you create an item in your cart. On this screen, set up shipping fees that apply to all items.

1. On the Base Fee field, enter the amount in shipping that you want to charge for any order. This could be used to cover handling cost, packaging, etc., and is a fixed amount that any order requires in addition to other shipping fees based on quantity, weight, or amount purchased.

2. On the Express Surcharge field, enter the flat fee you want to charge to expedite shipping, if you offer this option.

3. On the International Surcharge field, enter the flat rate you want to charge as an add-on for international shipping, if you offer this option.

4. On the Free Order Base Fee field, enter the amount you want to charge for orders that total $0. This amount replaces the base fee for free orders.

5. In the Country field, select the country of origin for shipping. The international surcharge is added to an order when the country in the shipping address does not match this selection.

6. To continue to the next section, click Next.

1. In the Time Zone field, enter the time zone of where shipping originates. This affects shipping estimate calculations.

2. In the Transaction Processor field, select how you want to process transactions from your eStore. If you leave this field blank, eTapestry uses your default transaction processor.

   For information about how to add a transaction processor in eTapestry , refer to eCommerce.

   Tip: Those in the US and Canada with Blackbaud Merchant Service accounts can choose how to cover fees for one-time credit card payments through Cart. To enable fee coverage, choose the Blackbaud Merchant Service transaction processor and select how your organization wants to handle processing fees. If a donor covers payment fees, eTapestry creates a separate segment for that amount. From Transaction Options, you can select the value that will be assigned to the Fund, Campaign, Approach, and Letter fields on each split of the purchase transaction. For more information, see Blackbaud Payment Processing Fees.
   

3. To complete your cart setup, click Save and Finish.