Configuring Store Settings
  • 27 Oct 2022
  • 15 Minutes to read

Configuring Store Settings


Editing your Online Store settings

You can set up and edit your online store settings from within your Helcim account.

Using Helcim Online Store
To successfully use the Helcim Online Store you will need to have added products to your account, configured your tax settings, and enabled a shipping method.


To view your Online Store settings, click on Online Store and Store Settings.Once you are on the Store Settings page, you can click through the right-hand Store Settings menu to configure the store to meet your business needs.

General Settings

The first menu option under Store Settings is General.

After selecting General, you can customize your preferences.
Website Active: Toggle the radio button to On to enable the Online Store options and use this feature.
Your Website URL: This is the link customers can use to visit your online store. If you would like to use a custom URL check out our support article on Domain Settings.
Enable Home Page: Toggle the radio button On to turn on the Home Page for your online store.
Enable Store Catalog: Toggle the radio button On to display a Catalog page on your website where customers can view products by brand and category.
Enable Quick-Order Mode: Toggling this radio button On will allow customers to view products or items and add them to their checkout cart from one simplified checkout page. Quick-Order mode was designed with restaurants and the food and beverage industry in mind.
Enable Blog: Toggle this radio button On if you would like to include a blog as a part of your online store. Turning this option On will add a Blog menu option until Online Store so you can add content.
Enable Store Details: Toggle the radio button On to add a Store Details pop-up button to your store, when this option is On you will see a new menu option under Store Settings for Store Details, after turning this option on click on the Store Details menu option to enter your information.
Enable Store Feedback: By default this option will be toggled On to give customers the opportunity to share feedback on their experience. If you are accepting feedback, you can adjust your Email Settings by toggling on the Customer Feedback email in the Customers section of email settings to be notified when a customer submits feedback.

Click on Save to apply your changes.

Customer Login

The next store setting is Customer Login.

You can use the Customer Login options to manage access to your website. These options are commonly used by wholesale businesses that want to limit access to customers only.Login Required to Checkout: Toggle the radio button On to require your customers to log in to the online store before completing a transaction.
Login Required to View Store: Toggle the radio button On to require your customers to log in before they are able to view your online store and products.
Customer Self-Registration: Toggle the radio button On to require customers to create a customer profile before submitting an order.

Click on Save to apply your changes.


Shipping and Pickup Settings

You can specify your shipping method depending on your business needs. Configure your store to offer popular shipping options, pick up, or delivery.

One this page you can specify if you want to offer shipping for your online store orders, or pickup.

shipping

If you store offers Shipping options you can customize the choices here. The specific shipping details and pricing need to be added under your settings.

Allow Different Billing Address: Toggle this button to On to allow customers to enter a different shipping address from the billing address. Although it can have somewhat of an impact on legitimate sales, by only allowing the shipping destination to be the same as the billing address, you can greatly reduce your exposure to fraud. Fraudsters will often use the billing address of the stolen cardholder but will put their own address for the shipping destination.


Shipping fee
If you're offering shipping, you need to have added at least one shipping method to your Helcim account before you can use the Online Store. If you want to offer a combination of shipping and pickup options, you can add free Pick-Up as a Shipping Option for your store under Shipping Method in your settings.


Pick up

You can specify how soon after ordering customers can pickup items from your location and when your pickup slots are available for using the Pickup options in the Online Store. These options are linked to your Store Hours, so be sure to specify when you are open for the times to generate accurately.

Allow Different Pickup Information: Toggle this option On if you want to allow customers to enter different billing and pickup information. For example, the customer might place the order and pay using their credit card but ask another person to pick up the order for them.

Pre-Order Days (For Restaurants Only): Enter the number of days (between 1-7) your business will allow customers to order in advance through the online store. The maximum amount of days a customer can order in advance is 7.

Buffer Time (in minutes): Enter the soonest amount of time after an order has been placed that you want to allow customers to pickup the item. For example, if you're a restaurant offering takeout and it usually takes 20 minutes to prepare an order, you would enter 20 minutes in this box.

Time Interval: Use the drop-down menu to select the time intervals you want to offer pickup slots for, these will generate the pickup options based on the Buffer time you entered in the previous box and the amount of time you entered into this box.

Example of Buffer Time and Interval time
If your Buffer Time is 20 minutes and your Time Interval is 30 minutes and a customer places an order at 7:00 PM, the soonest they could pick up their item would be 7:20 PM. They would also be able to select pickup times of 7:50 PM, 8:20 PM, 8:50 PM etc....

Order Limit :If you want to limit the number of orders that can be placed for each timeslot you can enter that limit here. For example, if you can accept 5 orders every 20 minutes, enter 5. By default this field will be Order Limit 0 which means there is no limit on the number of orders.


Pick up orders
All pickup orders need to be made for the same day they are placed, if you're a retail location or business that offers pickup for the next day or you need a few days to put orders together you can create a Pickup Shipping method instead.


Once a customer places a pickup order you will see the order under Invoicing and Order Manager with the pickup details in the comments for that order.

Click on Save to apply your changes.

Discount Codes

You can create discount codes for customers to use when shopping online.

If you would like to create a discount code you can learn how to do so here.

Allow Discount Codes: Toggle the radio button On to allow customers to enter a discount code at checkout.

Click on Save to apply your changes.

Product and Inventory Settings

Manage how your inventory is displayed to customers by selection Product and Inventory from the right-hand menu under Store Settings.


Managing your inventory settings
You can manage your inventory settings under Inventory Management Settings here.



Show SKU: Toggle the radio button On if you want to display your products SKU to customers.
Show Inventory Count: Toggle the radio button On to display the remaining inventory for products.
Show In-Stock / Out-of-Stock: Toggle the radio button On if you want to let customers know when a product is out-of-stock.

Click on Save to apply your changes.


Taxes

Select Tax Calculation to ensure taxes will be calculated correctly for online purchases.

Tax Preferences
You can set your Tax Preferences under Account Settings in your Helcim account, see how to manage your tax settings here.


Tax Location: Use the drop-down menu to select a custom tax location or to use the customer's location.
Country: If using a custom tax location, use the drop-down menu to select the country.
State/Province: If using a custom tax location, use the drop-down menu to select the associated state or province.

Click on Save to apply your changes.


Payment Settings

Use the Payment options to edit how customers checkout.

You can use the payment options to specify alternate payment options if you do not want to accept payment directly at checkout.
Test Transaction Mode: Test Transaction Mode is turned Off by default, if you would like to test your checkout process while building your store. When you toggle this option On all transactions processed through your Online Store will be done in test mode. Approved test transactions will show as Approved - Test Mode in your account.

Tips for using Test Transaction Mode:

  • Test transaction are included in batches, please ensure you do NOT have an open batch prior to testing transactions, and close the new batch once you've completed testing to prevent test transactions from being included with live transactions
  • CVV numbers over 200 used for a test transaction will return a declined transaction


Test Transaction Mode
Test Transaction Mode is seperate from Demo Mode. If you have not yet added the required policies, your online store will remain in Demo Mode until they are added. Once you have added the policies you will be able to test your checkout process in the online store. All Invoices created from Online Store payments done in Test Transaction mode will be marked as Due and not Paid as a live payment not being processed.


Credit Card Pre-Authorization Only: If this button is set to On, all purchases will go through as pre-authorizations only. This is used when you want to review the order before you agree to fulfill it and accept the payment. Once an order is reviewed, you can capture the transaction and collect payment. If you choose not to fulfill the order for security or other reasons, the pre-authorized amount on the credit card will be returned to the customer in 10-30 days, depending on the policies of the customer's bank.

No-Payment Invoicing: Toggle the radio button On to remove the credit card information pages and collect the billing and shipping information. Once the customer completes the checkout an invoice will be generated for the customer's order. Use this function if you want to send an invoice for the purchase after the customer order has been received.

Invoice Type: By default online store purchases will be recorded as Orders, if you want to specify a different classification you can use the drop-down menu to select from Order, Invoice, Purchase Order, Estimate, Quote, Statement or Registration.

Click on Save to apply your changes.

Google Pay ™

Your Online Store automatically includes the ability to accept payment using Google Payâ„¢. Customers can select Google Pay when they go to complete their checkout or they can opt to enter their credit card information.

When a customer selects Check Out they will see the Google Pay option at the top of the screen.

After the customer selects Google Pay they will click the Pay with Google Pay button at the bottom of the page to complete the order.

Next the customer will confirm their information and click Pay.

The confirmation page and invoice will both specify that the payment was completed using Google Pay on an Android device.

Tip Options

You can include tip options in your online store's checkout using the Tips page.

There are three options for tips with the Helcim Online Store, you can use the drop-down menu to select between Recommended Amounts, Custom Amount Prompt, and No Tip Prompt.

Recommended Amounts


Set Maximum Tip Limit Amount: Toggle the radio button On if you want to set a maximum tip amount. If this option is toggled on, you can enter a maximum dollar or percentage amount.
Allow Custom Tip Amounts: Toggle the radio button On if you want customers to be able to enter a custom tip amount.

Next, you need to enter your tip recommendations.Use the drop-down menu next to Tip Recommendation 1, 2, and 3 to select between a percentage and an amount, then enter the preferred amount in the correlated text box.

Under Pre-Selected Tip Recommendation, use the drop-down menu to select if you would like one of your tip selections to be pre-selected for the customer on the checkout page.

Custom Amount Prompt

If you select Custom Amount Prompt from the drop-down menu the customer will be able to enter the tip amount of their choosing at checkout. Toggle the radio-button On for Set Maximum Tip Limit Amount if you want to specify a maximum dollar amount or percentage that customers can tip on a purchase.

No Tip Prompt

If your business does not accept tips select No Tip Prompt from the drop-down menu.

Click on Save to apply your changes.

Marketing Settings

Use the Marketing Settings to save customer emails for future marketing use.

Prompt Customer to Join Email Marketing: If you want to collect your customer's email information for future marketing purposes toggle the radio button On. The customer profiles in your account will show that they have opted in for email marketing.
Disable SEO and Sitemaps: Toggle this option On if you don't want your website to be displayed in search engine results.

Click on Save to apply your changes.

If you operate a restaurant or food service business and want to promote online orders to your customers you can download a PDF version of a poster to print and display at your business. Simply click on the Download Button.

Below is an example of the poster.

The PDF includes three editable fields, so you can customize it for your business. You can enter your restaurant or business name, your website, and enter an optional discount code to incentivize customers.



Social Media Links

Use the Social Media options to add additional links to your website.

If you would like to include links to your company's social media pages on your online store you can enter the handle for your social media profiles on this page. Enter only your handle or profile name.

ex: Helcim NOT https://twitter.com/HelcimEnter the URL for your corresponding social media profile into each text box.

Click on Save to apply your changes.

Embedding Your Online Store

To view the embed code, click on Online Store and Store Settings.The Embed Store option is in the Store Settings Menu on the right-hand side of your screen.Once you have clicked on Embed Store you will need to toggle the Allow Embedding of Store radio button to On to generate the HTML. Toggle this button On and click Save to view the HTML.
After you have turned the option on and clicked save, you will see the HTML that needs to be copied for your website. Simply click on Copy and then paste the HTML code where you need it on your site.The Embed Store code will create an iFrame on your existing website to give your customers access to your products and check out. You can add your store to a Shop Now button or link on your site.


Store Hours


If you want to limit when customers are able to place orders through your online store, you can do so by setting Store Hours under Online Store and Store Settings.

Toggle the radio button On to set your online store hours.

Next, click the circle next to each day that your business is open then set the open and closing time for each day.Once you have assigned your hours for each day click on Save. Customers can now only submit orders during the hours that your store is listed as being open.

Generating QR Codes

Customers can use the QR Code to quickly access your online store or quick order menu by opening the camera on their mobile phone and scanning the code.



To create QR Codes for your Online Store, click on Online Store, Store Settings.

Then, select QR Code Generator from the Store Settings menu on the left-hand side of your screen.

Next, enter in any unique information you want for your QR Code.For example, if you're using QR codes for your restaurant, you might want to create a code for each table. In this case you would enter a unique table number for each QR Code. Then, when customers submit an order through your online store you will be able to see which table submitted which order in the notes section of the order.

Once you have entered in the identifying information for your code, click on Generate to create the QR Code.The QR Code will now be displayed on your screen. To print the code, click on Print.Repeat this process until you have generated all the codes you need.



TablesReady Integration


To get started, click on Online Store, Store Settings, then select TablesReady under Integrations on the left-hand side menu bar.

After selecting TablesReady should will want to toggle the integration status to be On and enter your API Token from your TablesReady account.

To access your TablesReady information, follow these steps:

  • Log in to your TablesReady Account
  • Navigate to the Settings page
  • Select Public Pages
  • Find the API app-key
  • Copy only the key, you do not need the appkey

For help setting up your account integration, please see the TablesReady API Documentation.

Once you have setup your TablesReady Integration with your Helcim Online Store you will be able to view customer orders in your TablesReady dashboard.

If you have enabled the Store Details under the General page for your store settings, you can enter the details here.

Store Details

Tagline: Enter the title you want displayed on the button.
Content: Enter the content details or description you want displayed.
Map: If you toggle this radio button On your Store Details will display a Google Map image of your store location.


Additional Details

If you want to add more information or link to other websites, store locations, etc... you can enter this information under Additional Details.

Enable: Toggle this radio button On to enter your additional details.
Title: Use the text box to enter the title for this page.
Content: Use the text box to enter the content for this page.
Links: Toggle the radio button On if you want to add links to this page.

To add your new link you need to enter the title, an optional description, and a URL, then click on Add Link. Repeat these steps until you're done adding all your links.

Here is an example of what the Store Details will look like on your online store, this button will be on the bottom left-hand corner of your store.

Once the customer clicks on the button, they will see something like this:



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