General Settings

General site settings are accessed at System > Settings > General, where you can switch between catalogs and sites that you are configuring in the header. 

While General configurations are always displayed at the top of the page, other settings are separated into tabs as shown below. Note that some options, such as Storefront, may not be applicable for an OMS-only implementation that does not include eCommerce.

The General Settings page with a callout for the setting tabs

Note that changes to these settings may not immediately take effect when processing orders. It may take up to 15 minutes for updates to be reflected in the system while the cache refreshes. 

General Site Settings

These settings at the top of the page are your fundamental site settings.

Setting NameDescription
Web Site Name

Contains the name of the site you are viewing, which you establish at System > Structure > Sites. Your site theme controls whether this value displays on your homepage, your invoices, and your packing slips. Editing the value in this field does not change the site name.

CDN Domain

Allows you to override the default subdomain for CDN-hosted content. For example, for SEO reasons you may prefer that the subdomain for your CDN content be cdn.yourSite.com instead of the default subdomain, which might be like cdn-tp1.Kibo eCommerce.com. By default, this feature is inactive. Contact your Kibo representative for information on enabling it.

Bust CDN Cache

Updates the URL for CDN content in order to force your storefront to display the latest version of files instead of versions that might be saved in cache. To enable the functionality of this button, your theme developer must complete the steps outlined in the Bust Cache topic.

CatalogPopulates automatically based on the selection you make at System > Structure > Sites. You cannot change this value.
Channel

Ties the site to the appropriate channel you establish on the Channels page. Refer to Channel Settings for more information about creating channels.

Time ZoneControls which time zone Admin uses for events that record or require time-specific data.
Time FormatControls how the Time zone value is expressed.

Email

The Email Settings allow you to configure default sender and reply-to settings, though they can be overridden at the individual email level. You cannot edit the formatting or content of emails in the Admin UI. Email templates are customized through the theme instead.

Setting NameDescription
Sender EmailWhen Kibo sends an automatic email, this is the address that appears as the sender.
Sender Email AliasAn alternate name for the sender email. For example, if your sender email is support@yourCompany.com, you might want to use an alias of Customer Support.
Reply-to EmailThe email shoppers should use to reply to an automatically-generated email. 
Bcc EmailAn email to blind carbon copy anytime an automatic email is sent. 

Then, emails are organized into the below topics that allow you to toggle any emails used across the Kibo Composable Commerce Platform. To override the sender and reply-to defaults for an email template, click the pencil icon next to that email's toggle. Some emails, such as Subscriptions, may not be available if your implementation is not enabled for that feature.

Order Emails


The emails included in the Orders topic are:

Setting NameDescription
ConfirmedSent to a customer upon successful creation of their order. Applies to all order types. Also known as an Order Confirmation email. You can also toggle whether or not to Send on API request.
ShippedThis is a legacy email that should no longer be used by most KCCP implementations. Refer to the Shipment Confirmation email instead.
CancelledSent to a customer when their order is placed in the Cancelled state. Applies to all order types.
Refund CreatedNotifies the customer that a customer service representative or administrator has issued a refund on their order.

Returns Emails


The emails included in the Returns topic are:

Setting NameDescription
CreatedSent to the customer when a return has been created for their order.
AuthorizedSent to the customer when their return has been authorized.
RejectedNotifies the customer that their return request has been rejected.
UpdatedNotifies the customer that their return case is updated in some way.
ClosedNotifies the customer that their return has been completed and is now closed.

B2B Emails


The emails included in the B2B topic are:

Setting NameDescription
Account RequestedA confirmation email sent to a shopper who requested a B2B account when the request is submitted and their new account is placed into the Pending state for approval or rejection.
Account DeniedSent to the owner of a pending B2B account when their account creation request is denied.
Account InactiveSent to the owner of a B2B account when the account is deactivated.
Quote Ready For CheckoutSent when a B2B quote is moved into the Ready For Checkout state, meaning it has been approved by the seller and is ready for the buyer to turn into an order.
Quote In ReviewA notification that a B2B quote has entered the In Review state and the seller should now be reviewing the quote that the buyer submitted.
Quote ExpiredA notification that a B2B quote has reached its expiration date and moved into the Expired state, in which it can no longer be edited or purchased.
WelcomeSent when a B2B account is created and approved.
Set/Reset PasswordTriggered on account creation and approval for B2B shoppers, prompting them to create a password. Also triggered if the user opts to reset their password at a later point.

Shipment Emails


The emails included in the Shipment topic are:

Setting NameDescription
Shipment ConfirmationSent to a customer when their order is placed in the Fulfilled state. Applies to all order types.
Order Pickup ReadyA BOPIS shipment enters the Ready for Customer Pickup state.
Ready for DeliveryNotifies the customer that their Delivery shipment is ready for delivery.
Partial Pickup ReadyNotifies the customer that part of their BOPIS or Curbside order is ready for pickup. Triggered when the fulfiller has processed the order and placed it into the Provide to Customer state.
Order Pickup ReminderA reminder email sent a certain amount of time after a BOPIS or Curbside shipment has been waiting for customer pickup.
Transfer CreatedNotifies a fulfiller that a new transfer shipment has been created so another fulfillment location can provide inventory for their BOPIS, Curbside, or Delivery order. The creation of this shipment is triggered when any transfer shipment is created, in comparison to Transfer Created on Inventory Reject which is triggered by a specific event in the Fulfiller UI.
Transfer ShippedNotifies a fulfiller that another location has shipped the transfer shipment for their BOPIS, Curbside, or Delivery order.
Transfer Created on Inventory RejectNotifies a fulfiller that a new transfer shipment has been created so another fulfillment location can provide inventory for their BOPIS, Curbside, or Delivery order. The creation of this shipment is only triggered when a transfer shipment is created from the Validate Stock step of the Fulfiller interface.
Shipment Backorder Date ChangedSent to the customer when the release date of their backordered items has been updated.
Fulfillment Location AssignedSent to a fulfiller when a shipment is assigned to their location and is in the Ready state to be processed. Applies to all shipment types.
Curbside ReadyNotifies the customer that their entire Curbside order is ready for pickup. Triggered when the fulfiller has processed the order and placed it into the Provide to Customer state.
Partial Curbside ReadyNotifies the customer that part of their Curbside order is ready for pickup. Triggered when the fulfiller has processed the order and placed it into the Provide to Customer state.
Customer In TransitSent to the fulfiller when the customer indicates they are on their way to pick up their Curbside order.
Customer ArrivedSent to the fulfiller when the customer indicates that they have arrived to pick up their Curbside order.
In Transit ConfirmationSent to the customer when they indicate that they are on their way to the fulfillment location to pick up their Curbside order.
Delivery Date UpdatedNotifies the customer that the expected delivery date of their Delivery shipment is changed.
BackorderNotifies the customer that an item shipment has been placed into the Backorder state due to lack of inventory.
Item CancelledSent to the customer when a line item is cancelled off of a shipment, or when a shipment is cancelled off the order.
Substitution - payment required
Sent when a product is substituted during fulfillment and additional payment needs to be collected from the customer due to a reprice.

Subscription Emails


The emails included in the Subscription topic are:

Setting NameDescription
ActivatedNotifies the customer when a subscription is created, or when a paused subscription is reactivated.
PausedSent when a subscription is paused (meaning that orders will not be sent until it is reactivated).
ErroredNotifies the customer when a subscription has experienced an error.
CancelledNotifies the customer when a subscription is cancelled.
Subscription Ordered NowSent when a subscription is converted into an immediate order.
Next Order Date UpdatedSent when the next order date of a subscription has been changed.
Skip Next OrderSent when the next subscription order will be skipped, meaning that shipments will continue with the next regular order date after the skipped date.
Subscription Order ReminderSent at least one day before a subscription is converted into a continuity order. The number of days that this email is sent in advance must be configured in the Subscription settings, or else the email will not be sent.
Frequency Updated for SubscriptionSent when the frequency of a subscription has been changed.
Payment UpdatedSent when the payment information on a subscription has been changed.
Shipping Info UpdatedSent when the shipping address or shipping method on a subscription is changed.
Item Added to SubscriptionSent when an item is added to an existing subscription.
Items in Subscription CancelledNotifies the customer that an item in a subscription has been cancelled.
Item Quantity UpdatedSent when the quantity of an item in a subscription is increased or decreased.
Subscription Paused ReminderSent periodically to remind the customer that they have a paused subscription that they can reactivate. The interval at which this recurring email is sent must be configured in the Subscription settings.
Subscription Pause Limit ReachedSent when a subscription's pause limit has been reached and the subscription will be automatically reactivated. The number of days that this email is sent in advance must be configured in the Subscription settings.

Miscellaneous Emails


The emails included in the Miscellaneous topic are:

Setting NameDescription
Back In StockNotifies a subscribed customer when a product in a catalog returns to a site's active inventory after it is out of stock, or when a new product becomes available for the first time. Customers subscribe via a storefront widget for a particular product.
Gift Card CreatedSent to the customer when they purchase a digital gift card. This email provides them with a card number and PIN.
Gateway Gift Card CreatedSent to the customer when they purchase a gateway gift card and receive a card number and PIN.
Cancel Order FailureSent as a notification when an automatic attempt to cancel an order is not able to be completed and requires manual cancellation. This is delivered to the recipient address indicated by the "replyToEmail" setting.

Storefront

The Storefront tab is divided into groups of Storefront Features, Security, Google reCAPTCHA, and SEO configurations.

Storefront Features


The settings included in the Features topic are:

Setting NameDescription
Customer Wish ListEnables or disables the customer wish list feature on the storefront.
Address ValidationEnables or disables address validation during checkout. By default, this feature only supports US addresses. However, you can create a custom application to validate international addresses. See the Address Validator documentation for details about how to do this.

If desired, you can also enable or disable whether to Allow Invalid Addresses.
Ship to Multiple AddressesEnables shipping items in an order to multiple shipping addresses, using different shipping methods. Before enabling this feature, you must make changes to your theme. Refer to the Ship to Multiple Addresses topic for more information.

Security


The settings included in the Security topic are:

Setting NameDescription
Enforce Sitewide SSLThis setting enables secure communication across your entire site, using the SSL (Secure Socket Layer) security protocol. Every page on your site will display as an HTTPS page and contain an SSL certificate. Before enabling this feature:
  • Ensure that you have purchased SSL certificates for your site and contacted your Kibo representative to apply them to your site (this is normally done when your site goes live).
  • Ensure that your theme does not hardcode non-secure (HTTP) URLs, which may result in shoppers encountering warnings or errors while browsing your site.
Require Login to View Staging SiteControl whether visitors must log in before viewing the staged version of the site.
Require Login to View Live SiteControl whether visitors must log in before viewing the live version of the site.

Google reCAPTCHA


Enter a Site Key, Secret, and Validity Score requirement in this section's provided fields before enabling reCAPTCHA:

Setting NameDescription
Enable Google ReCAPTCHAEnforce reCAPTCHA validation when a user logs into their account.

SEO


In this section, you can provide a default image that will display when any other image is broken or not found, or upload your own robots.txt file:

Setting NameDescription
Upload FileUpload a robots.txt file to control how search engine crawlers access the site.
Substitute for Missing ImagesAssigns an image to render in place of broken images and unspecified product images. If an image breaks on your site, or if a product does not have an image specified, shoppers see this image instead.

Note: This image also displays in place of unspecified category images. However, most themes, including the Core theme, do not display category images by default. Instead themes are typically set up to add images to category pages using widgets. Therefore, this setting has no practical effect on category pages unless your theme developer has enabled category images.

Analytics Tools

In this tab, you can configure your Google Analytics settings and enter Google Account information.

Setting NameDescription
Enable Google Analytics on Your StorefrontDetermines whether Google Analytics is being used on your storefront or not.
Enable Google Analytics eCommerce Transaction TrackingDetermines whether Google Analytics is being used to track eCommerce transactions or not.
Google User Account (UA#)Your Google user account number.
Google Webmaster ToolsTo connect to your Google account, you can choose the HTML file upload option and use this setting to upload the file Google provides.

Site

This section has a number of fulfillment configurations that will be applied across your entire site and its fulfillment locations.

Payment Capture Settings


This section configures auto capture, flexible auto capture, and payment ranking.

Setting NameDescription
Auto CaptureToggle auto capture on or off, as well as set the auto capture interval. See Auto Capture for more information.
Force Capture on First CaptureWhen using auto capture, you can forcibly capture all shipments on an order (except for Backorder shipments) if any one shipment is ready for capture.
Flexible Auto Capture: Capture BySelect whether to capture based on shipment state or the shipment workflow, and then select the state or workflow step at which to perform the capture. If auto capture is enabled but no other configurations are set, then shipments will be captured upon fulfillment.
Force Auto CaptureForce auto capture after a certain number of days, or at a certain interval of minutes.
Payment/Refund RankingRank payment methods and refund methods by preferred order of capturing and issuing refunds. See Payment Rankings for more information.

Backorder Settings


This section configures backorder jobs and defaults.

Setting NameDescription
Backorder JobEnable and set the job intervals for processing backorders. These may not be editable to admins.
Enable Payment Void and ReauthIf backorder jobs are enabled, then you can opt to void and reauth the payment when a backordered shipment is released.
Default Backorder DaysThe default amount of days that an order or shipment is expected to be in backorder.

Return Settings


This section configures return defaults and preferences.

Setting NameDescription
Default Return Processing FeeSet the default processing fee for returns shipped back by customers.
Return Shipping AddressSelect the default fulfillment location to process returns shipped back by customers.
Display Refund to New Gift Card SelectionEnabling this will allow a customer service representative to select the option to refund a full amount to a new gift card.
Refund/Credit on Imported OrdersEnabling this will allow returns, refunds, and credits to be processed on orders that were imported in a completed state.
Refund Shipping and HandlingDetermines whether shipping and handling fees are refunded with a return refund. If enabled, the option to refund shipping/handling will be checked by default when initiating the refund in the Admin and Fulfiller UIs. If disabled, the option will be unchecked by default in both UIs.

Fulfillment Settings


This section determines default rejection actions, whether to enable shipment edits, and pickup reminder jobs.

Setting NameDescription
Action on BOPIS/STH-C rejectSelect whether items rejected during customer pickup or STH consolidation should be cancelled or sent to Customer Care. The default is cancelled.
Edit Data on ShipmentEnable this to allow users to edit unit prices on shipment items in the Fulfiller UI.
Pickup Reminder JobEnable and set the job intervals for sending pickup reminders. These may not be editable to admins.
Enable Configurable Shipment ReleaseEnable this if you want to configure how long after order submission shipments are created. If not enabled, then shipments will be immediately created by default.
Create Shipments _ Minutes After Order SubmitDetermines how long after order submission shipments are created. If the Enable Configurable Shipment Release toggle is enabled, then this option is required. It can be any number from 1-7200.
Reserve Inventory when Order Status is PendingShipmentEnable this if you want to reserve inventory when the order is in the Pending Shipment status. If disabled, then inventory will not be reserved until the order's shipments are created. This requires the Enable Configurable Shipment Release toggle to be enabled.
Retain Flat Rate Per Order
Enable this if you want to charge shoppers a custom flat rate shipping fee. This is disabled by default. The custom rate amount is configured as part of Shipping Carrier settings.
Reprice on SubstitutionEnables repricing when a product is substituted during fulfillment.

Transfer Settings


This section allows you to enable BOPIS transfers and STH Consolidation.

Setting NameDescription
BOPIS TransferEnable BOPIS Transfer to allow locations to provide each other with missing inventory for customer pickup. Select defaults for transfer shipment creation, default transfer shipping methods, and whether shipment items should be cancelled if the parent shipment is.
Always Create BOPIS Transfer ShipmentsEnabling this will allow creation of a transfer shipment regardless of inventory availability.
Cancel Transfer Shipment/ItemEnabling this will cancel transfer shipments or items when a cancellation occurs on the parent BOPIS shipment or item. You can also restrict selected cancellation steps for the fulfillment process.
Ship to Home ConsolidationEnabling this will allow consolidation of STH shipments via transfers. You can select a default shipping method for STH transfers.
Cancel Transfer Shipment/ItemEnabling this will cancel transfer shipments or items when a cancellation occurs on the parent STH shipment or item. You can also restrict selected cancellation steps for the fulfillment process.

Inventory Settings


This section allows you to enable how inventory is managed.

Setting NameDescription
Allocate Inventory for Orders in Pending Review StatusBy default, this setting is disabled and shipments are not created until an order is accepted. However, enabling this setting will create shipments for Pending Review orders and reserve inventory for them. These will be blocked from fulfillment in the Fulfiller UI until the order is accepted. If the order or shipments are cancelled, the inventory will be deallocated.
Future InventoryEnables Future Available to Promise Inventory, and allows you to set a Future Date Limit and Future Date Unit. See the Future Inventory documentation for more details.
Location Fulfillment TypesSelect "In Store Pick Up" or "Direct Ship" to look for BOPIS and/or STH fulfillment types when checking inventory availability on the location filter in the Search and Category pages with the Real-Time Inventory Service. If nothing is selected, these pages will reference In Store Pick Up inventory levels by default.

Tax Settings


This section determines what tax adjustments are allowed in the Order Admin.

Setting NameDescription
Disable Tax and Duty AdjustmentsRestricts Admin UI users from making tax and duty adjustments (including item, handling, and shipping tax) on all orders across all sites. 

Subscriptions

In this tab, you can determine preferences for subscription continuity orders and other actions.

Setting NameDescription
Order Now Resets Next Order DateToggle whether performing the Order Now action updates the subscription's next order date. If enabled, the next order date will be reset based on the current date and frequency. If disabled, the next order date that already exists will remain unchanged. This is enabled by default.
Create Continuity Order _ Days Before Next Order DateEnter an integer to create continuity orders that number of days before the next order date. If nothing is set, continuity orders will be created on the next order date.
Pause Subscription for _ Continuity OrdersEnter an integer to set a limit for how long a subscription can be paused. The subscription will be automatically reactivated after the set number of continuity orders have passed.
Update Next Order Date Up to _ Days From Existing Next Order DateIf next order date is manually updated, it can be set as far as the configured days from the current next order date. For example, if the date is August 24 and the next order date is September 2, and this configuration is set to 7 days, the next order cannot be changed to any date later than September 9.
Skip Subscription _ TimesEnter an integer to limit the amount of times a subscription may be skipped. The ability to skip a continuity order will be disabled once that amount of skips has been made in a row. When this happens, a continuity order must be placed before the subscription can be skipped again.
Allow Order All or Partial Items Now Once Every _ Days 
After ordering either all or partial items now, both of these actions will be restricted for the configured number of days. This must be an integer greater than 0.
Send Subscription Reminder _ Days Before Next OrderEnter an integer to determine how many days in advance the subscription order reminder email will be sent to customers. This email template must also be enabled in the Email settings above.
Send Email _ Days Before Paused Subscription is Re-ActivatedEnter an integer to determine how many days in advance the subscription paused limit reached email will be sent to customers. This email template must also be enabled in the Email settings above.
Send Email Reminder Every _ Days for Paused SubscriptionsEnter an integer to determine the interval at which the subscription paused reminder email is sent to the customer, informing them that they have a paused subscription they can reactivate. This email template must also be enabled in the Email settings above.