Unlike other tools in NeonCRM, the Store settings are found in the Store module.
If you choose to organize your products by Type (as opposed to Catalog), you will define the types here. Each type requires a Name and Code. Description is for internal reference. Sequence must be a number, which determines the order the product types will display on your storefront page. A higher number will display lower on the page. Status indicates whether a product type will be available when adding new products.
Once the type is set up, viewing the Detail page will show you any products that are categorized under that particular Type.
Click Reorder Display Sequence will change the order the products display on the store web page.
NeonCRM offers two models for Shipping and Handling charges:
NeonCRM’s Tiered, Flat-rate shipping and handling settings calculate shipping costs based on the amount spent on the order by the buyer. For each shipping company you offer as an option, you will need to create a set of shipping charge price ranges.
For our example, we’ll set our shipping levels to be for purchases less than $1, $1 to $5, $5 to $20, $20 to $100, and over $100. The numbers you enter here just specify the points where the level changes.
On our second page, we’re shown the levels we have created, and we fill in the price a constituent pays for each level.
Once a set of shipping costs has been set for this provider, it becomes selectable for a buyer.
Example: Our buyer’s shopping cart total comes to $22. When they’re presented with a list of shipping providers, they select “My example shipping costs”. This means their shipping cost will be $8, based on the rates shown in this example.
When you create a set of shipping costs, they become immediately available for selection to a buyer. All shipping costs created in NeonCRM are available to buyers. You can only disable them by deleting them.
NeonCRM provides the option to enable calculated shipping services from USPS in your store. This lets you choose which USPS shipping rates you want to offer, and add in handling fees.
Shipping costs are calculated automatically, based on each product’s weight, the store’s ZIP code, and the constituent’s ZIP code.
To set up a functional online store using the Calculated Shipping method, you will need to:
- Enable Calculated Shipping
- Configure your shipping options
- Add a Package Weight and Backup Shipping Cost to each product in your store
Enabling Calculated Shipping
To enable Calculated Shipping, navigate to: Store Settings Edit Shipping/Handling. From this screen, select Calculated Shipping and click Next.
Selecting this model changes your store to only use the Calculated Shipping system. When this shipping method is enabled, you will be required to enter a Package Weight and Backup Shipping Cost to all products.
Configuring Shipping Options
Enter your store’s ZIP code. This should be the location that your products will be shipped from. This is one of the criteria that the calculator uses to determine shipping rates.
Enable any of the shipping carriers that you want to offer as services to your customers. Currently, USPS is the only carrier supported by NeonCRM. Select the specific shipping services from each carrier that you want to make available to customers.
In addition to Calculated Shipping Services, you may offer flat-rate shipping services as options for customers. You might use this to offer In-Store pickup for free. Enter any services you want to offer and their costs.
Handling fees are based on the total store purchase amount. A customer will be charged the handling fee that corresponds to the amount they spend. You determine price ranges, and specify a fee for each price range.
Handling fees are automatically added to the shipping fee. Handling fees are NOT itemized; the Shipping and Handling fee seen in the shopping cart is a combination of the two.
Adding Shipping Details to Products
In order for NeonCRM to be able to calculate shipping costs, each product in your store must have a shipping weight and a backup cost defined. This process is the same for editing both existing items and new products. To find a list of your store products, navigate to: Store Products.
The Required Shipping field tells NeonCRM whether the product is subject to any shipping costs.
If you specify No Shipping, then the item may still be available for sale in your store, but it does not incur any shipping fees.
If you specify Shipping here, then the product will be assessed shipping charges.When using Calculated Shipping, you will notice that weight and backup shipping are marked with *asterisks, denoting required fields.
Package Weight is the weight of the object being shipped. It is important for this to be accurate, as the shipping rates will be calculated based on this number. It is required for the calculator to assess the shipping costs.
The Backup Shipping Cost field serves as a backup for the calculator when using the Calculated Shipping method. In the rare event that the USPS calculator service is not working correctly, NeonCRM will display the backup shipping cost to a user. You must specify a backup shipping cost. Constituents will be charged this amount if the calculator service is unavailable.
Changing your Store Shipping System
Please be aware that Package Weight and Backup Shipping Cost are not required fields when you have the tiered flat-rate shipping method enabled. If you choose the tiered shipping method and want to convert your store calculated shipping later on, then you will be required to go back and enter a weight and backup shipping cost for each product in your store. For this reason, it is recommended that you always enter a weight and cost for products that require shipping.
The Sales Tax Setup section is where you configure the sales tax rates for both online and off-line purchases.
The state sales tax settings govern the tax rate applied to purchases made from the same state as your organization. For example, if your store is in Illinois, and somebody who lives in Illinois makes a purchase, they pay the state sales tax. If someone makes a purchase from out-of-state, they do not pay the sales tax. You will need to verify the sales tax rate for your state.
Some states require sales tax to be collected on shipping and handling fees. Some do not. Check with your state to find out whether you need to enable this option.
Enable On-Site Purchases is a feature that allows you to use NeonCRM’s store as an onsite check-out system. If you’re using this, specify the sales tax rate to match the requirements of your locale. This sales tax will apply to purchases processed in the back end by staff users, but not to online purchases.
To create a new product discount, navigate here: Store Settings Edit: Discounts New Discount
The store gives you four choices for types of product discounts:
- Price Off – A price or percentage off of the regular price of a specific item.
- Group Discount – A price or percentage off the regular price, with a requirement to buy a specified number or spend a specified amount to get the discount.
- Buy One, Get One – When someone buys a specified amount of an item, they receive a discount on any number of items. This can only apply to the same product.
- Total Purchase – A price or percentage off of the combined total purchase price, with the optional requirement to buy a specified number or spend a specified amount to get the discount.
Each discount can have a specific time that it is valid and functional in your store. You must specify both the start and end dates.
Apply Discount to:
The discount can apply either to any product in your store, or one specific product.
Description in list page
This shows up on the store page, under the item’s entry. Use this to give buyers extra information about the discount, like “Today through Saturday only!”.
Description in detail page
The text you enter here will display on the item’s detail page in the store, below the price.
You can create discounts that are only available to certain types of constituents. Using NeonCRM’s reporting module as the interface to build an Applicable discount group, you can use any data field in the system to filter who gets the discount, and who does not.
To set this up, first create the discount. Once created, you’ll specify the group it applies to.
Click on [New] under the Applicable Group column
This brings up the query screen. The criteria we specify here are what define the discount group. To learn more about filtering constituents, consult our Reporting guides.
After Loading your Criteria and Searching, you will need to click Save Search & Return to Discount.
This brings you back to the discount details. Just click Save at the bottom. Your discount is now set to apply to the group you have defined.
This section of the settings gives you control over the way that products will appear in your store. These settings are configured here: Store Settings Edit Store Layout.
From here, you can control:
- Listing products either by Type or by Catalog
- Listing products on or multiple pages
- Listing Memberships and Events in your store
- How many columns of products per row
- Missing image behavior
- Discount Announcements
- Redirecting to external storefronts
- Welcome message
The supplier listing is a simple contact database that lets you keep track of companies who supply your products. These listings do not tie into the NeonCRM database anywhere else, and are not available in reports.
The main purpose of Product custom fields is to add an additional search field your for your store patrons and by a system user from the back-end of Neon CRM. These types of custom fields can be used to search for products in your store. Unlike other types of customs fields in Neon CRM, they do not collect information from the purchaser or system user. These fields will be visible to customers on the store front page and store product detail pages.
They can be configured here: Global Settings cog Global Settings Product Settings Edit Product Custom Fields
Configuring Product Search Fields
If you want to change which fields users can use to search for products in your store, you can enable them here:
Store Settings Edit Store Custom Search Filtering
On this page, you can select which fields are available to users for finding products.
If your Neon CRM system includes the Fundraising module, your store checkout page will include a field for the constituent to add a donation to their order:
If you would like to edit or remove this field, go to the Store Settings page and click Edit next to Optional Donation:
From the next page, you can uncheck the box to disable the donate option entirely, or edit the Donation Field Label to change the checkout page display: