Setting

What it controls

Require approval

Whether an Admin approval step is required before the order is sent to the ERP. With approval switched on, new orders wait until someone on your team approves them in the Admin Panel; with it off, they go to the ERP queue right away. A successful placement response confirms neither ERP acceptance nor whether the order is awaiting approval or queued for the ERP.

Show credit limit

A Yes or No choice that carries no help text on the screen.

Allow over credit limit

Controls the checkout button in older storefronts; server-side credit-limit enforcement uses Credit limit check.

Open debt check

Controls the response to unpaid invoices overdue by more than the configured number of days. Open invoices are read live from the ERP at checkout. ERP failure handling while Block is selected is configured separately under Open debt: when the ERP does not answer. Off, Notify, Block

Open debt: days overdue

The number of days after an invoice is due before it counts as open debt. An empty value or a value below 1 uses 60 days; values above 36500 use 36500 days.

Open debt: when the ERP does not answer

Controls whether an ERP timeout or error allows or blocks the order while Open debt check is Block. A missing or misconfigured connection for reading open invoices never blocks the order, regardless of this choice. Allow the order, Block the order

Open debt: exempt customers

Comma-separated customer account keys from the ERP that are exempt from open-debt checks.

Open debt: exempt by customer field

Selects the customer field whose values are matched against Open debt: exempt field values to exempt customers from open-debt checks. None, Sort group, Price list, Variety, Credit terms code, Filter, Profession, Status code

Open debt: exempt field values

Comma-separated values that exempt customers when they exactly match the selected customer field. Selecting a field without supplying any values exempts nobody.

Credit limit check

Controls the response when the cart total, including VAT, exceeds the customer's credit limit minus their current debt. Balance sign must be set before this check can run. Credit limit: 0 blocks orders determines how a zero limit is interpreted; Credit limit: include delivery determines whether delivery enters the comparison. Off, Notify, Block

Credit limit: 0 blocks orders

Determines whether a customer's credit limit of zero blocks orders or means no limit. Yes, No

Credit limit: include delivery

Determines whether delivery costs are added to the cart total used for the credit-limit comparison. Yes, No

Credit limit: exempt customers

Comma-separated customer account keys from the ERP that are exempt from credit-limit checks.

Credit limit: exempt by customer field

Selects the customer field whose values are matched against Credit limit: exempt field values to exempt customers from credit-limit checks. None, Sort group, Price list, Variety, Credit terms code, Filter, Profession, Status code

Credit limit: exempt field values

Comma-separated values that exempt customers when they exactly match the selected customer field. Selecting a field without supplying any values exempts nobody.

Balance sign

Specifies how the shop's ERP represents customer debt in the balance. The credit-limit check cannot run until this is set. Not set, Debt is negative, Debt is positive

Credit figures source

Selects where the customer's balance, credit limit and sort group come from at order placement. Synced customer uses the last customer sync; Live from the ERP reads the figures at order placement. Live reads fall back to synced figures if the ERP does not answer in time or the connection is not configured. The cart page always displays synced figures. Synced customer, Live from the ERP

Minimum order

A number field for the smallest order a buyer may place, compared against the basket before tax; leave it empty for no minimum, and override it per customer or per delivery zone.

Maximum carts per mode

A number field for how many named carts a customer may keep at once within a single order mode; 0 disables the limit.

Shipping notes limit

A number field for the maximum number of characters allowed in the shipping notes field during checkout.

Product notes limit

A number field for the maximum number of characters allowed in the note or comment field for a product in the cart.

Tax rate

A number field that carries no help text on the screen.

Enable product comments

Whether customers can add comments to products.

Credit card payments

Whether the shop takes card payments through an installed payment application. While it is No, no order is held for payment and the payment endpoints answer nothing.

Payment provider

A text field for the app key of the installed application that takes this shop's payments. It is required when Credit card payments is on, and on save the value is checked against the applications installed for this client, so an application that is not installed is refused. Only one provider is used at a time.

Storefront address for the payment window

A text field for the shop's own web address, scheme and host only with no path. It is required when Credit card payments is on, several addresses may be separated by spaces, and leaving it empty keeps the payment window blank.

Maximum discount (%)

The largest discount an agent may author on a line; empty means no ceiling, and it is overridable per agent role, per customer and per category.

Price floor (%)

How far below the product's base price a line may be sold, as a percentage. It is overridable per category only, because a floor protects the goods rather than who is selling or to whom.

Setting

What it controls

Allow date

Whether customers can select a shipping or delivery date during checkout. When the shipping date option is set to No, the storefront does not display the shipping date.

Allow address

Whether customers can provide a shipping or delivery address during checkout.

Allow note

Whether customers can add a shipping or delivery note during checkout.

Delivery weekdays

A text field for the weekdays the shop delivers on when a customer has no zone, entered as comma-separated numbers from 0 for Sunday through 6 for Saturday.

Delivery cutoff time

A time of day after which the earliest offered delivery date moves out. It applies to customers with no zone, because a zone carries its own cutoff per weekday, and empty means no cutoff.

Delivery horizon (days)

A number field for how far ahead a delivery date may be chosen, in days from today.

Delivery price

What delivery costs this buyer. Empty means not configured, which is not the same as free; a shop that has decided delivery is free sets 0. It is overridable per customer and per delivery zone.

Free delivery from

The basket total before tax above which delivery costs nothing; empty means no such threshold, and it is overridable per customer and per delivery zone.

Setting

What it controls

Options

Discount mode

Where discounts are applied from: the ERP, the system, or both combined.

ERP, System, Both

Price rounding

How decimal values are rounded when prices are displayed or calculated.

Up, Down

Price locale

Locale-based number formatting for prices, meaning decimal and thousands separators and grouping style.

Locale identifiers for price number formatting

Decimal Precision

How many digits are displayed after the decimal point for prices.

1, 2, 3

Pricing fetch strategy

Whether the frontend requests pricing per item or in batches, which affects performance and which pricing endpoints are used.

Single item, Batch (collection)

Show "was" price (strikethrough)

Whether the storefront displays a previous or original price, typically as a strikethrough, next to the current price.

Yes, No

Price history anchor source

Which price source is treated as the original anchor price used to compute and display the strikethrough "was" price.

Base price, Price list price

Enforce price floor

Whether the server refuses a line priced below its floor. While it is off, an agent-authored price is not accepted at all, and a product whose minimum price is empty or zero has no floor and is never refused.

Yes, No