## Zoho Commerce Help Documentation Index Access the complete documentation index at: https://www.zoho.com/commerce/help/llms.txt Use this file to discover all available documentation pages before proceeding. # Online Store Settings ## Preferences Here you can configure and manage various settings for your online store. Below are the tabs where you can configure the preferred options: * [General](/commerce/help/old-editor-online-store-settings/#General) * [Items](/commerce/help/old-editor-online-store-settings/#Items) * [Quote Requests](/commerce/help/old-editor-online-store-settings/#quote-requests) * [Coupons](/commerce/help/old-editor-online-store-settings/#Coupons) * [Blog Preferences](/commerce/help/old-editor-online-store-settings/#blog-preferences) * [Regions](/commerce/help/old-editor-online-store-settings/#regions) ### General Here’s how you can enable features for your online store: * Click **Settings** in the top right corner. * Scroll down to **Module Settings**. * Click **Prefernces** under _Online Store._ * In the _General_ tab, you’ll see the following features: **Features** **Description** **Menu** Enable this to create one or more menus for your online store. You can group items of your choice under a single menu and display them in the home page of your online store. **Breadcrumbs** Breadcrumbs act as a navigation tool for your customers. When you enable breadcrumbs, your customers will be able to see all the pages visited previously before landing on the current page of your online store. **Sidebar** A sidebar will be displayed that lists all the pages in your online store. **Sort Items** Customers will be able to filter items based on price range, categories, and more. **Search bar** Customers can use the search bar to look for items of their choice. **Show Footer** Displays the footer section at the bottom of the page or document. **Specifications** You can choose to display the item specifications. **Coupons** After enabling this, you can create coupons for your customers and choose to list them on your online store. **Product Filters** Enable this to create product filters for your customers. Customers can use these to sort items on your online store. **Powered by Zoho Commerc**e Enable this if you want your online store visitors to know that your store was powered by Zoho Commerce. **Social Share** You can add one or more social platforms to promote your online store to all your visitors. **Message Bar** You can [configure](/commerce/help/old-editor-online-store-settings/#Configure-Message-Bar) and display any message to your customers in your online store. **Cookie Bar** You can enable and [configure](/commerce/help/old-editor-online-store-settings/#Configure-Cookie-Bar) the cookie bar for your online store. **Wishlist** Wishlists allow your customers to create a list of their favourite items. Customers can add or remove items from wishlist anytime. **Save for Later** Save for later is a section of the cart page that allows customers to remove one or more items from the active cart and buy them sometime later. **Buy Again** Customers that have signed up for the customer portal can repeat any of their past orders under the My Orders section. **Quote Requests** Configure quote requests from your customers. ## Configure Message Bar The message bar in Zoho Commerce allows you to add and display a message for the visitors and customers on your online store. Here’s how you can enable and configure the message bar: * Click **Settings** in the top right corner. * Scroll down to _Module Settings_. * Navigate to **Preferences** under _Online Store._ * In the _Preferences_ tab, enable the **Message Bar** and click **Configure**. **Features** **Description** **Description** Enter the message to be displayed. **Confirmation Button Label** Enter the agree button label. This will be displayed next to the message. **Theme** Choose a theme for the message bar. **Position** Select where you wish to position the message bar on your online store. * Click **Save** and publish the changes for them to be reflected in your online store. ### Configure Cookie Bar Cookies help a website (in this case, your online store) remember information about your customers. This makes it easier and useful for your customers by enhancing their shopping experience when they visit your online store the next time. You can enable and display the cookie bar on your online store where your customers can accept or decline the cookies. Here’s how you can enable and configure the cookie bar: * Click **Settings** in the top right corner. * Scroll down to _Module Settings_. * Navigate to **Preferences** under _Online Store._ * Navigate to the _General_ tab, enable the **Cookie Bar** and click **Configure**. **Features** **Description** **Allow Cookie Decline** Enabling this will give your customers an option to decline the cookies. **Show Cookie Decline Message** Enabling this will display a message after the cookies are declined by the customer. **Show Cookie Policy Link** Enabling this will link the cookie policy in the cookie bar. You can update this link by clicking Update in the **Regions** tab. **Theme** Choose a theme for the cookie bar. **Position** Select where you wish to position the cookie bar on the online store. Click **Save** and publish the changes for them to be reflected in your online store. ### Items #### Item Recommendations Item Recommendations help enhance your customer’s shopping experience by displaying relevant product suggestions. You can configure upsell and cross-sell options to show upgraded or complementary items, and choose how many items appear initially on the item list page in your online store. To configure your items in your online store, * Click **Settings** in the top right corner. * Scroll down to **Module Settings**. * Click **Prefernces** under _Online Store._ * In the _Items_ tab, you can enable the following features: **Features** **Description** **Related Items** Enter the **Maximum Recommendations Count** to allow customers to view similar items for the selected item in the given quantity. **Upsell Items** Enter the **Maximum Recommendations Count** to suggest higher-value or upgraded versions of an item when customers view it. **Cross-sell Items** Enter the **Maximum Recommendations Count** to recommend complementary items to customers. **Recommendation Preference** Select **Manual**, **Rule**, **Automatic**, or a combination of **Manual and Rule** to recommend items. **Manual**: Recommends items manually selected on the item details page. **Rule**: Recommends items based on the criteria defined under _Item Recommendations_ above. **Automatic**: Automatically suggests items based on product data and customer behavior. **Hide Add to Cart** Enable this option to hide the _Add to Cart_ button on your online store. **Item Count** Select the initial number of items to be displayed on your online store’s item listing page. ## Quote Requests A quote request allows customers to ask for the price or a customized offer for items instead of purchasing them directly. You can review the request and share a quotation based on pricing, quantity, or negotiation. To configure this: * Click **Settings** in the top right corner. * Scroll down to **Module Settings**. * Click **Prefernces** under _Online Store._ **Prerequisite:** Make sure you have [enabled the Quote Requests option](/commerce/help/old-editor-online-store-settings/#preferences) to access this tab. * Navigate to the **Quote Resquest** tab. You can configure the following options: **Features** **Description** **Let Customers Request Quotes On** You can either select: \* **All Items** : Your customers can create a quote request for all your items \* **Specify at item level:** Your customers can create a quote request only for the items you prefered at item details page **Hide Price** Enable this to hide the price of the item on your online store. **Hide Add to Cart** By enabling this, you can hide the _Add to Cart_ button on your online store. ## Coupons A coupon is a promotional offer that provides customers with discounts or special deals on items during purchase. It can be applied at checkout within a specific validity period to reduce the order total. Here’s how you access the organization-level coupon settings: * Click **Settings** in the top right corner. * Scroll down to **Module Settings**. * Click **Prefernces** under _Online Store._ * Navigate to the **Coupons** tab. **Features** **Description** **Show Item Coupons** Enable this to display coupons on the item details page. **Show Coupon Validity** Coupon validity indicates the time left before a coupon expiry. You can choose the countdown based on: Coupon Start Date: The countdown will begin from the start date selected during the coupon creation. Days Until Coupon Expiry: The countdown will begin based on the number of days entered in this field. For example, if you enter 2 days, the countdown will begin from 48 hours before the coupon expiry. **Show Coupon Usage** Enable this to display the percentage of coupon usage on the item details page. Show Usage After: The coupon usage will be shown on the online store only after it crosses the value entered in this field. **List Coupons During Checkout** Enable this to list all the active coupons on the checkout page. ## Blog Preferences You can customize how your blog appears and functions on your online store. Here’s how you can do it: * Click **Settings** in the top right corner. * Scroll down to **Module Settings**. * Click **Prefernces** under _Online Store._ * Navigate to the **Blog Preference** tab. You can configure the following options: **Features** **Description** **Blog Page Title** Enter the title that will appear on the blog page. **Blog Page URL** Enter the URL for your blog page. You can share this link with customers or use it in your navigation menu. **Footer** You can choose to hide or show the footer on your blog page. **RSS Feed** You can enable RSS Feed if you want to notify your customers every time you publish a blog. **Posts Per Page** The number of blog posts to be displayed on the blog page. ## Regions The Regions section allows you to tailor regional preferences for your online store. These settings help ensure that your store content, dates, and times are localized appropriately for your online store’s audience. * Click **Settings** in the top right corner. * Scroll down to **Module Settings**. * Click **Prefernces** under _Online Store._ * Navigate to the _Regions_ tab, you’ll see the following fields: **Features** **Description** **Language** You can select your preferred language for your website. You can even customize it for every single text in your website by clicking Manage **Region** Select the country by clicking the dropdown. **Text Direction** Choose the language direction for your online store. For example, the language Urdu is written from right to left. **Time Zone** Choose a time zone which will be used to record the time a comment, blog post, item reviews etc is posted in your online store **Date Format** Select a date format for your online store **Time Format** Select a time format for your online store ## Checkout You can add fields, customise layouts, and do many more actions related to your online store’s checkout page. Here’s how: * Click **Settings** in the top right corner. * Scroll down to _Module Settings_. * Click **Checkout** under _Online Store._ * Navigate to the _General_ tab, you’ll see the following fields: ### General **Features** **Description** **Customers who can checkout** Select your checkout preference. In case you choose All users, you can enter **Email** and **Phone** number specifically for the guest users. **Additional Address Field** You can choose to provide an extra field for entering the address by enabling this option. **Notes** You can collect any additional information from your customers by enabling the notes field. **Company Name and Tax Details** Allow customers to enter their company name, VAT, GST, or other tax identification details for compliance and invoicing purposes. Ideal for B2B transactions. **Show Terms and Conditions** Add a terms and conditions page for online store and display it on your online store. **Restrict out of stock purchases** Prevent customers from purchasing products that are out of stock. Enabling this helps manage inventory and avoid overselling. **Split line item based on custom field values** When enabled, identical products in the cart will appear as separate line items if they have different custom field values (e.g., size, color, engraving text). **Restrict guest orders for existing customers** Enable this option to restrict customers from placing guest orders. **Order Fulfilment** Choose the order fulfilment types supported by your online store. **Set Minimum Cart Amount** Your customers can checkout from your online store only if they shop above a certain amount. ### Validation Rules You can create rules to set restrictions on the data being recorded. #### Rich Text You can create multiple custom fields using the rich text format. Once created, you can add these custom fields to different sections of your online store’s checkout page. Here’s how you can create custom fields for the checkout page: * Click **Settings** in the top right corner. * Click **Checkout** under _Online Store._ * Navigate to the _Rich Text_ tab and click **\+ New**. * Enter the field name and the description. * Click **Save**. The custom field will be saved and can be added to the online store’s checkout page under the _Checkout Layout_ tab. #### Checkout Layout You can navigate to the Checkout Layout tab to customise your online store’s checkout page. You can add sections, custom fields, and so much more. Here’s how: * Click **Settings** in the top right corner. * Scroll down to **Module Settings**. * Click **Checkout** under _Online Store._ * Navigate to the _Checkout Layout_ tab and click **\+ New Section** or **\+ New Field**. * Click **Save** and publish your changes for them to be reflected on your online store. ## Customer Portal You can enable the customer portal, which will allow your store visitors to become registered members. After the sign up process, they can then track and cancel their orders by signing in to the member portal anytime. * Click **Settings** in the top right corner. * Scroll down to **Module Settings**. * Click **Customer Portal** under _Online Store_. **Features** **Description** **Enable Customer Portal** Enable this if you wish to have a customer portal for your store visitors. Once enabled, you can configure the below options. **Mandatory Sign In** If you enable this, only registered signed up customers can access your store. **Enable Sign Up** Enabling this will allow your store visitors to sign up for the member portal. If not, you will have to invite them to join the member portal by adding their email address in the Members tab under Member Portal. **Log in method** The default log in method requires the customers to enter their email address and password. Security Assertion Markup Language (SAML) allows you to access multiple web applications using one set of login credentials. This means that a customer can login to the member portal using his/her Google or Facebook account. **Email Notification** Enable this if you wish to be notified via email every time someone signs up for the member portal. **Sign up form** You can select all the fields required during the signup by marking the checkboxes provided. By default, some of these fields will be marked mandatory, and you can select the rest of them as per your requirement. **Social Login** Configure social login for customers to log in using their Google, Facebook, or other supported social accounts. ## Domain and SSL ### Domain A domain name is a unique address that is used to identify and access websites. In other words, a domain name is the name chosen by a website owner that is brand compliant and is used to access the website. **Scenario:** Patricia, a business owner, has an offline store named Zylker in a major city. The city has different stores on various streets, and Patricia’s store happens to be one among them. Zylker is easy to locate on the map, thanks to its unique name. Patricia now decides to scale her business by starting an online store. This would require setting up a website and choosing a domain name. The domain name on the internet is the online equivalent to the store address on a map, as your customers use this to reach your store. #### Buy Domain Here’s how you can buy a new domain name for your online store: * Go to _Settings_ in the top right corner. * Scroll down to **Module Settings**. * Click **Domain and SSL** under _Online Store_ and click **\+ Add domain**. * Click **Buy Now.** * Search for a domain name, and you’ll see all the available ones. You can select one as per your requirements. * Enter the registration details and click **Continue.** * Check the plan details and click **Continue.** * Review the order summary and click **Confirm.** * Enter the billing address and payment details and click **Make Payment.** The domain will be registered once the payment is done. Next, you will have to activate the domain. You can activate this domain by accessing the link sent to your email address. #### Map Domain If you already own a domain, you can map it to Zoho Commerce. To do so: * Go to _Settings_ in the top right corner. * Scroll down to **Module Settings**. * Click **Domain and SSL** under _Online Store_ and click **\+ Add domain**. * Enter the domain name that you already own and click **Continue.** * The domain name will be listed under the _Domains_ tab. Hover over the domain and click **Verify.** #### Edit Domain You can edit and add a subdomain to your domain. To do so: * Go to _Settings_ in the top right corner. * Click **Domain and SSL** under _Online Store_. * Navigate to the **Domains** tab and hover over the domain and click **Edit.** * Enter a subdomain #### Verification Files You can upload verification files for services like Apple Pay or asset links for Android application and publish your store. To do this: * Go to _Settings_ in the top right corner. * Scroll down to **Module Settings**. * Click **Domain and SSL** under _Online Store_. * Switch to the **Verfication Files** tab. * Click **Upload File**. Select the file to upload. ## SSL Hosting As an online store owner, you would want your website to be safe and secure as this gives your customers extra assurance. Secure Sockets Layer (SSL) is a safety protocol ## Comments and Reviews Configure how item reviews are collected, displayed, and managed on your online store. You can setup the following tabs: * [Item Reviews](/commerce/help/old-editor-online-store-settings/#Item-Reviews) * [Blog Comments](/commerce/help/old-editor-online-store-settings/#Blog-Comments) * [Online Store Comments](/commerce/help/old-editor-online-store-settings/#Store-Comments) ### Item Reviews * Go to _Settings_ in the top right corner. * Scroll down to **Module Settings**. * Click **Comments and Reviews** under _Online Store_. * The item review preferences will be listed in the _Item Reviews_ tab. **Features** **Description** **Enable Item Reviews** Enabling this will allow visitors to leave reviews for your products. **Reviews Per Page** Choose the number of reviews to be displayed per page. The latest ones will be displayed on top. **Email Notification** Enable this to get an email notification for every review posted by your customer. Tips: Helps you respond quickly or take action on customer feedback. **Spam protection** Mark the checkbox if you want the visitor to enter a captcha before leaving a comment. This is helpful as the users will be restricted from spamming automated comments. **Moderation** Moderation can be turned off, done automatically or manually. When you Turn off moderation, all the comments left by your visitors or customers will be displayed on your website. Under Manual moderation, you will have to manually approve the comments to be displayed on the website. If you select Automatic moderation, you can auto-approve or reject comments based on certain words. **Allowed Users** You can decide who gets to leave a review. Verified buyers would be the customers verified by you and registered users are the ones that have signed up to your website. **Item review reminder** You can send a reminder to your customers asking them for a product review. The email will be triggered once the delivery is complete. **Allow photo reviews** Mark this checkbox to let tour customers post pictures as the product review. ### Blog Comments Here’s how you can configure product reviews for your store: * Go to _Settings_ in the top right corner. * Scroll down to **Module Settings**. * Click **Comments and Reviews** under _Online Store_. * Switch to the _Blog Comments_ tab. **Features** **Description** **Comments per page** Choose the number of blog comments to be displayed per page. The latest ones will be displayed on top. **Email Notification** Enable this to get an email notification for every comment posted by your customer. **Show Captcha** Mark the checkbox if you want the visitor to enter a captcha before leaving a comment. This is helpful as the users will be restricted from spamming automated comments. **Moderation** Moderation can be turned off, done automatically or manually. When you Turn off moderation, all the comments left by your visitors or customers will be displayed on your website. Under Manual moderation, you will have to manually approve the comments to be displayed on the website. If you select Automatic moderation, you can auto-approve or reject comments based on certain words. **Comment Access** All users include visitors and your customers while registered users include only the ones that signed up on your website. ### Online Store Comments Manage how users can submit comments on your product pages. Below are the available settings and what each option does: * Go to **Settings** in the top right corner. * Scroll down to **Module Settings**. * Click **Comments and Reviews** under _Online Store_. * Switch to the _Online Store Comments_ tab. **Features** **Description** **Comments per page** Choose the number of comments to be displayed per page. The latest ones will be displayed on top. **Email Notification** Enable this to get an email notification for every comment posted by your customer. **Show Captcha** Mark the checkbox if you want the visitor to enter a captcha before leaving a comment. This is helpful as the users will be restricted from spamming automated comments. **Moderation** Moderation can be turned off, done automatically or manually. When you Turn off moderation, all the comments left by your visitors or customers will be displayed on your website. Under Manual moderation, you will have to manually approve the comments to be displayed on the website. If you select Automatic moderation, you can auto-approve or reject comments based on certain words. **Comment Access** All users include visitors and your customers while registered users include only the ones that signed up on your website. ## SEO Optimize your online stores visibility in search engines using the tools available in your online store settings. Here’s how you can do it: * Go to **Settings** in the top right corner. * Scroll down to _Module Settings_. * Click **SEO** under _Online Store_. * You can view the following tabs: **Tabs** **Description** **Robots Text** Automated programs used by search engines to help them understand which parts of your site should be crawled or ignored. This can help control how your store appears in search engine results. **Sitemap** This helps search engines index your site more effectively by listing all important pages. You can upload your sitemap in .xml format. **301 Redirect** This permanently forwards visitors and search engines from an old URL to a new one. This helps preserve your site’s SEO rankings when pages are moved or URLs are changed. ## Forms You can create forms for your customers in your online store and access the information received from the customers. Set up multiple fields and benefit from them by running surveys or questionnaires that help you understand your customers’ needs. The data received can then be viewed and exported in Forms under online store Settings. ## Add Form Here’s how you can add a form in your online store: * Go to **Settings** in the top right corner. * Scroll down to **Module Settings**. * Click **Forms** under _Online Store_. * Click **\+ New** in the top right corner. While creating the form, you will see three different sections. The section to the extreme left of your screen contains all the predefined and custom fields. The middle section has two tabs- form properties and field properties. The form properties are common, while the field properties vary from one field to another. The section to the extreme right is the preview of your form. **Features** **Description** **Form Name** The form name will be displayed at the top of the form on your website. **Field Link Name** Enter a field link name. **Submit button text** Enter text for a submit button. You can either stick to submit, or have a custom text that better suits your website. **Success message** Message to be displayed once the details are submitted successfully. **Enable CAPTCHA** Mark the checkbox to enable captcha to avoid spam. **Submit Action** Click and select the page for each action. To update any page, click **Change Action**. **Limit Form Submission** Set a limit for submission. **Limit one entry per IP address** Mark this to restrict only one entry per IP address. **Schedule Data Collection** Choose the frequency of collection of the data entered. Lastly, click **Save** in the top right corner. The form will be displayed on your website, and you will start receiving the response details. ### Edit Form You can make changes to the form. To do so: * Go to **Settings** in the top right corner. * Scroll down to _Module Settings_. * Click **Forms** under _Online Store_. * Select the form you want to edit * Click **Edit Form** in the top right corner. After making the required changes, click **Save.** ### Add Record You can also add a record on behalf of a customer. Here’s how: * Go to **Settings** in the top right corner. * Scroll down to _Module Settings_. * Click **Forms** under _Online Store_. * Select the form you want to add the record to * Click **Add Record** in the top right corner. After adding all the necessary details, click **Save.** ### Receive Email Notifications Here’s how you can receive email notifications every time your customers submit the form: * Go to **Settings** in the top right corner. * Scroll down to _Module Settings_. * Click **Forms** under _Online Store_. * Select the form you want to receive email notifications * Click the three dots in the top right corner and click **Email Notifications.** * Enable the checkbox that says **Set email notifications** and fill out the other fields. Once done, click **Save.** ### Delete Form Warning: All the data will be lost and cannot be restored after you delete the form. You can delete the form if you no longer choose to use it. To do so: * Go to **Settings** in the top right corner. * Scroll down to _Module Settings_. * Click **Forms** under _Online Store_. * Hover over the form you’d like to delete, and a trash icon will appear * Click **Delete** to finish. ## Code Snippets The **Code Snippets** section allows you to add custom code to your store for advanced customization or integration with third-party tools. These snippets can be inserted into your store’s HTML to enhance functionality or track user activity. Here’s how you can do it: **Note:** Always ensure your code is secure and tested before saving. * Go to **Settings** in the top right corner. * Scroll down to _Module Settings_. * Click **Code Snippets** under _Online Store_. * Click **\+ Add Code Snippets** in the top right corner. * You can enter your code **Snippet Name** with a unique and recognisable name. * Paste the actual **Code** you want to embed in your store. This can include: * JavaScript (e.g., tracking codes, widgets) * HTML (e.g., banners or messages) * Click **Create Snippet** to save and apply it to your store. The snippet will be injected where applicable, depending on your configuration and use case. ## Code The Code in the online store settings allows you to customize the look and behaviour of your online store by injecting your own code. This is helpful for design tweaks, tracking, or integrating third-party services. **Warning:** Always double-check the code for errors and security risks. Incorrect code may affect the performance or layout of your store. * Go to **Settings** in the top right corner. * Scroll down to _Module Settings_. * Select **Code** under _Online Store_. **Features** **Description** **Custom CSS** Add your own CSS styles to override or extend the default styling of your store. **Header Code** Insert code that will be placed inside thetag of your store’s HTML. **Footer Code** Insert code that will be placed just before the closing tag of your store.