Setting Cart Preferences - eTapestry Help

Setting Cart Preferences - eTapestry Help
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Setting Cart Preferences
There are several ways in which the eTapestry Cart can be tailored to meet the needs of your
organization. You can add items to your eTapestry Cart, and configure some aspects of how it looks
and functions from the Cart Main page, which is accessed through the Cart pull-down on the Modules
option of the Manage Tab.
You can access the Cart Preferences section from the Edit Preferences link on the Cart main page in
eTapestry.
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The Edit Cart Preferences dialog has eight steps, including the Welcome step and the Finish Step.
These steps are designed to simplify the process of configuring your Cart options.
Online Options
Cart Template
Email Options
Transaction Options
Sales Tax Options
Shipping Options
Online Options
The Online Options page allows you to specify the name of the Cart, and to customize some of the
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Setting Cart Preferences - eTapestry Help
wording on the Cart Welcome page.
The Order Success Message appears after a successful checkout.
This page also allows you to specify the Time Zone and Transaction Processor for your Cart.
The Time Zone comes into play when you set a Publication Start Date and End Date on an Item or
Category in the Cart. The Transaction Processor selection allows you to select the processor to
be used for Cart transactions when you have multiple Transaction Processors set up on your My
Organization page. If you do not select the Transaction Processor here, your Default Transaction
processor will be used for Cart transactions.
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Setting Cart Preferences - eTapestry Help
In the Checkout Questions section of this page, you can select user defined fields to be filled in by
the purchaser at the time of checkout.
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Cart Template
The Cart Template page allows you to select a web template for your Cart pages. One of the options,
called the Custom template, is very minimally formatted. You should select this template if you have
arranged for eTapestry to customize the look and feel of your Cart pages to match the rest of your
website.
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Setting Cart Preferences - eTapestry Help
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Email Options
On the Email Options page, you can set up an Order Confirmation email that will be sent automatically
to the purchaser when a purchase has been completed.
The Notification Email specifies an email address that will receive a copy of the Order Confirmation
email which is sent to the purchaser. Usually this contains the address of someone at your organization
who will be monitoring Cart purchases. You can enter multiple email addresses in this field, if you
separate them with a semi-colon. The address(es) specified in the Notification Email will also receive
Zero Notification emails when the quantity of an Item that is being tracked in the Cart is reduced to
zero by a Cart purchase. For more information on the Zero Notification email, click here.
The Confirmation Sender specifies the From email address that will appear on the Order
Confirmation email sent to the purchaser. If you do not specify a Confirmation Sender on
this page, the Order Confirmation email will not be sent to the purchaser.
You can select the Email Template to be used from the pull-down list. The list will include all of
your Correspondence Templates that include the Order Details widget. If you do not select an
Email Template on this page, no Order Confirmation email will be sent to the
purchaser, or to anyone at your organization.
For you to set up an Order Confirmation email, your database must contain a Correspondence
Template for the email that contains the Order Details Correspondence widget. A default template was
created for you automatically when your Cart license was turned on. You can modify this template, or
create a new template to customize the content of your Order Confirmation email. If you try to set up
your Email Preferences when no such template is available, you will see the following error message.
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Setting Cart Preferences - eTapestry Help
For information on how to set up an Order Confirmation email, click here.
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Transaction Options
On this page you can set the default Fund, Campaign, Approach and Letter for all Items sold on your
Cart. The default values will be assigned to the purchase transaction for all Items that have not been
assigned specific values on the Item page. You can override this default by setting a different Fund,
Campaign, Approach or Letter on an individual Item, however, all Shipping and Tax segments will be
created using the values set up on the Transaction Options page.
If you do not specify the Fund values to be used for a transaction, eTapestry will create a new Fund in
your database and will apply that fund to the transaction. eTapestry will create a separate Fund for
Items, Shipping and Tax.
eTapestry does not automatically create Campaign, Approach or Letter values, even if those are
required fields in your database.
For more information on setting up Funds, Campaigns and Approaches, click here.
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Sales Tax Options
If your organization is required to collect sales tax in any state, you will want to set up the particulars
on the Sales Tax Preferences page. By default, your Cart is set up not to collect sales tax for any
state.
In the Sales Tax Identifier section, you specify whether your state requires you to collect sales tax for
purchases that are billed to that state, or purchases that are shipped to that state.
On the State Tax Rates section of the page, you can enter the percent of the purchase that you must
collect for each state for which you are obligated to collect sales taxes. In the example below, the
organization is required to collect 5% tax from Massachusetts, and 6% tax from Indiana. Leave the
value blank for any state for which you do not have to collect sales tax.
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Setting Cart Preferences - eTapestry Help
Shipping fees are not taxable through the Cart. If you are required to collect taxes on Shipping Fees,
you will need to roll those fees into the price of the product.
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Shipping Options
You can set up your Cart to calculate the shipping fee to be charged for an order. This shipping fee is
based on a per-item fee that you set up when you create the Item in the Cart. In addition, you can set
up a Base Fee which you would always charge for any order. This might be used to cover handling
costs, the costs of packaging, etc. This Base Fee is set up as part of your Shipping Preferences. The
Shipping Preferences also allow you to add a surcharge for Express or International Shipping.
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Setting Cart Preferences - eTapestry Help
The Help pane on the Shipping Options page explains how the Cart calculates the Shipping fee for an
order.
The International Surcharge is applied whenever the country in the Shipping Address is not the
same as the Country set on the Shipping Fees page.
The Free Order Base Fee takes the place of the Base Fee in the Shipping calculations when the
total price of all Items in an order is $0.
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