Store Settings

IN THIS GUIDE

Overview
Store Details
Folders
Email
Custom CSS
Security
Defaults
Return Addresses
Custom
API

Overview

Store Settings is where you can manage general settings for your Order Desk account. These settings include emails used for customer facing notifications as well as admin emails for communication with Order Desk, folder management for customizing the way your orders are moved and stored in the app, adding CSS to customize your views and account, enabling certain security checks and setting up return addresses, among other settings which will be discussed in more detail in this guide.

To access your store settings, click on Store Settings under the Settings menu in the left sidebar:

This guide will go over each of the different tabs within the settings:

Tip: Any store user on an account with the "manage settings" permission enabled will be able to access and edit the Store Settings. For more information on store users and permissions, please see the Creating Custom Views for Store Users guide.

Store Details

Store Details
Display Options
Inventory Settings

Store Details

1

The Store Name is what will be used in email communication with your customers and in templates throughout the site.

2

The Store URL is an optional field to add a link to your store.

3

The Locale setting will allows you to set the currency on your Order Desk store.

4

Set your Timezone so that your orders will be displayed with your local time offset.

5

Set your Store Country. When properly set, orders that are domestic will not display their country code, but any international orders will. This also helps the EasyPost integration determine what is domestic and what is international for a store.

6

Choose the Country Name Format for the customer and shipping country codes. When orders are imported, the country format will convert to the setting chosen. You can choose between Abbreviation, Full Name and Three-Letter Abbreviation.

7

If enabled, Normalize Capitalization will automatically capitalize fields where lower case letters have been used. This will also affect certain abbreviations. For instance, if a company name has LLC in it, when Normalize Capitalization is enabled, it will automatically change it to Llc.

8

The Normalize Phone #'s setting allows you to choose how phone numbers are stored with orders. Options include Do Not Change Phone Numbers, Add Parentheses and Dashes or Numbers Only. These are optimized for US-style phone numbers.

9

There are two options for Split Method, Keep Extra Order Details or Remove Extra Order Details. When splitting an order, if you want to keep the extra details of the order (that is, if you want to keep the connection with the source of the order), select Keep Extra Order Details. This way, when split, the new order will be linked to the original order and can still communicate with the source (your shopping cart) where the order came from. The new order will share the original order ID and have -S1 appended to it, for example, #1234 and #1234-S1. If you want your split orders to be completely separate from their source order, select Remove Extra Order Details, and they will become completely new orders with no connection to the source.

10

If you would like to follow your store's order activity with an RSS Reader, you can get your RSS Feed here. As orders come in, your reader will display them.

11

Every Order Desk store has a store ID. If Prepend Original Store ID When Transferring Orders Into This Store is checked, any time orders are copied or moved from another Order Desk store to the store this store, they will have the original store ID prepended to the order number. This is especially useful for accounts that move a lot of orders between stores and need to know where they originated from quickly. It will also keep similar order numbers from colliding (2154-1000 and 6548-1000) both had an ID of 1000, but can both be stored in the new store without a problem. The new order number will look something this:

Display Options

The date format uses PHP date code. For more information and the date code reference, refer to this article.

Tip: When using nonstandard combinations of PHP date format codes, it's possible to unintentionally change the dates on orders to January 1, 1970. If you see this date, check your date format or return it to the default: Y-m-d H:i:s.

The orders per page setting allows you to change how many orders you would like displayed at once on a page. The default is set to 50, which is the optimum setting for speed and performance of the app. If this number is very high, it will slow down the system. If you need to move a large number of orders at once, it's helpful to change this number temporarily, but don't forget to set it back to a relatively small number when finished.

Inventory Settings

The Inventory Settings found under Store Details give you some store-wide inventory options. From here you can set your store to automatically sync the details from an order with the details with the inventory stored in Order Desk, automatically update your stock counts based on the items in an order, and automatically create new inventory items from your orders if those items aren't already stored in Order Desk.

For more information on working with inventory in Order Desk, please see our Inventory Items guide.

Folders

Folders in Order Desk act as a filtering and storage system for your orders. Each Order Desk store has four default folders; New, Prepared, Closed and Canceled, and folders can be rearranged, created or deleted to fit the needs of the store's workflow. The Order Desk app is built to be customized in how orders move through the folders in a store, giving each store admin a way to manage their orders throughout the fulfillment process.

For more information on working with folders, please see the folders section of our Getting Started guide.

Email

Email Addresses

The Store Email will be used as the return email address when any emails are sent to your customers or clients from Order Desk unless the email templates being sent have the From Email Override setting set as something different:

The Admin Email address is the address that Order Desk uses to contact you for any Order Desk related notifications.

Emily Delivery Options

Email Delivery Options allows you to choose between sending email with Order Desk's server or with your own SMTP Server. For more information, refer to our Sending Email From Order Desk guide.

Custom CSS

The Custom CSS area allows you to customize certain aspects of the app. You can customize the interface of your account, hide certain elements from your store users, or inject CSS for the confirm page linked from the email template sent to dropship vendors.

When writing your CSS, target your code to the body class that can be found in the source code for the page.

Security

Select any of these security warnings if you want Order Desk to watch for orders that may need to be reviewed. When selected, orders will be marked with a red flag when the selected warning(s) apply:

Hover your cursor over the flag to see the reason for the warning:

Defaults

If you have any default shipping methods or checkout data fields, you can list them in the appropriate fields here. When adding information to a new order, any fields you add here will populate as you begin typing, allowing you to quickly select the field you need.

Return Addresses

Add your store's return address here. If you have more than one return address, you can add all of them. When at least one return address is saved, you will see an additional link on your Order Details page, Set Return Address:

Click Set Return Address in an order if you want to change the return address. You can either add a new one directly in the dialog box that pops up or, if you have more than one return address saved in your Store Settings, you can select from a dropdown of your Available Addresses:

Custom

In some cases, Order Desk support may provide you with special custom settings to implement a feature you need that other stores don't. In those cases, we will put the code in the box under this tab or tell you to enter it here.

API

Order Desk Pro accounts have access to the Order Desk API. To access and create your API Key, click on the API tab:

Your Store ID and API Key will be displayed on this page.

If you plan to use the Order Desk API to send and receive data, please refer to the API Documentation here.

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