Options

The Options subsection lets you configure various store settings:

• registration and login mode for the store and catalog
• company billing details
• VAT calculation method
• rounding methods
• product image sizes
• opening and closing the site
• page cache management

Main

On the Main tab you can define the following configuration options.

Customer type

You can choose whether to sell to private customers and companies or only to companies. Required fields during checkout and for registering customers vary accordingly.

Registration required

You can choose whether registration is optional or mandatory and, if so, for which purpose, in the admin under Settings > Options > Main.

• Only if desired. Customers can place orders without registering.
• To place orders. Customers must register to place orders. Catalog browsing and cart usage remain open.
• To see prices and order. Customers see products in the catalog without prices; only those who register can see prices and order.
• To access the catalog and order. Customers can access the site for informational pages, login, and registration pages but cannot see products in the catalog. Only after registration can they see products in the catalog and order.
• To access the site and order. Customers can access only the login and registration pages. Only registered customers can access all other pages, the catalog, and place orders.

Required fields

During customer registration and checkout, customers must provide certain information needed for billing and shipping products. Some of this information is always mandatory, while others can be made mandatory or not.

The required information is:

• First and last name.
• Company name and VAT number if it is a company.
• Street, city, postal code, province, and country. (Depending on the country, province may not be mandatory and may not be required).
• Email address.

The information that you can choose to make mandatory or not is:

• Tax code for individuals.
• Tax code for companies.
• REA number for companies.
• Phone number.
• Fax number.
• Mobile number.

If the field corresponding to one of these pieces of information is not displayed on the store page, you must edit the HTML page to make it visible. From the admin you can only indicate whether they are mandatory or not.

Verify that the email belongs to the customer before proceeding with registration

This option indicates whether you want to verify that the email of the customer registering belongs to them. The customer who proceeds with registration will receive an email with a link to a page where they can continue the registration.

If the customer completes registration, they have responded to the email; therefore the email address they provided belongs to them.

Email verification lengthens the registration process and may discourage some customers from registering.

The customer must accept the terms and conditions to register

This indicates that to register on the site, or even to place an order, the customer must accept the terms of service and privacy conditions.

The terms and conditions texts can be customized in the Website > Pages section.

After registration the customer is disabled

This option makes it so that after registration the customer can browse but cannot log in to the site until they are enabled in the admin.

This option is generally used in B2B, for example if you want to verify the customer and assign them a price list before giving access to a reserved product catalog.

Documents

In the Documents tab you can:

• Fill in the company data that will appear in the header of documents (orders, invoices, etc.).
• Choose which address, billing or shipping, to use for determining VAT rates in documents.
• Establish which totals to round in the calculation of document amounts and with which method.

Address for VAT determination

In a document (order, quote, invoice, etc.), there are two addresses: billing and shipping, which can be in different countries. For example, the customer is in Italy but shipping goes to France.

Which tax area should be used to determine the VAT rate? The billing address or the shipping address?

Open2b lets you choose which of the two addresses to use. The choice may vary based on the type of products sold, physical or digital, and on tax considerations in your country. If in doubt, consult your accountant.

Rounding

Open2b performs calculations to determine totals in documents (orders, quotes, invoices, etc.) using a rigorous method based on precise criteria.

You can specify which amounts to round during calculation:

• VAT-excluded totals for each line,
• VAT-included totals for each line,
• only the overall total.

You can specify the rounding method:

• Down, also called round down
• Half down
• Half even, also called banker's rounding
• Half up, also called round up

In some countries, current legislation may impose the criteria to use for calculations, while in other countries the choice may be free.

In Italy, usually only the overall total is rounded with rounding up.

Change document headers

1. Go to the Settings section.
2. Go to the Options subsection.
3. Go to the Documents tab.
4. In the Header panel, fill in the company data that will appear on the document headers.
5. Click Save.

Choose the address for VAT determination

1. Go to the Settings section.
2. Go to the Options subsection.
3. Go to the Documents tab.
4. Under Calculate VAT rates based on the address of, select billing or shipping.
5. Click Save.

Choose which totals to round and with which method

1. Go to the Settings section.
2. Go to the Options subsection.
3. Go to the Documents tab.
4. Under Round choose which total to round.
5. Under With the method choose the rounding method.
6. Click Save.

Images

In this options tab you can set the dimensions of product images and blog article images.

Products

For products you can set the image dimensions for each of the five formats: thumbnail, small, medium, large, and zoomed.

When you add an image to a product, Open2b resizes the original image to generate an image for each of these formats so that the larger of width or height matches the size set for the format.

For example, if the original image is 600x400 and you set 300 pixels for the large format, then the image in this format will be 300x200.

Blog

For blog articles you can set the dimensions of the small image, the one shown in the articles list, and the large image, the one shown on the article page. As with product images, the size refers to the larger of width or height.

For example, if the image you upload in the blog article has a size of 1,000x300 and the size set for the large image is 500 pixels, then the large image created will have a size of 500x150.

Module for scaling images

Image management modules handle image scaling. At least one of the image management modules (Imager, Image Magick, or Perl GD) must be present on the server. Ask your system administrator or provider which module is installed.

Set the module for scaling images

1. Go to the Settings section.
2. Go to the Options subsection.
3. Select the Images tab.
4. Select Imager, Image Magick or GD depending on which module is present on the server.
5. Click Save.

Opening

From the admin you can close the site, in which case the closure page will be displayed with a chosen message. In the admin section Website > Pages you can manage the information displayed on the closed.html page.

You can reopen the site at any time.

Open the site

1. Go to the Settings section.
2. Go to the Options subsection.
3. Select the Opening tab.
4. Click Open and wait a moment for the site to open. If the button is not clickable, the site is already open.

Close the site

1. Go to the Settings section.
2. Go to the Options subsection.
3. Select the Opening tab.
4. Click Close and wait a moment for the site to close. If the button is not clickable, the site is already closed.

Cache

Cache helps optimize site performance by storing a copy of visited pages. When a browser requests a cached page, it is delivered more quickly.

If page compression is also enabled, the site will use less bandwidth and pages will load even faster for users with slower connections.

The page compression system may not be available on the server, in which case enabling it would have no effect.

Enabling cache means that changes made to the catalog may not be immediately visible to customers, but may take a few minutes (no more than 30 minutes) to appear.

If you make important changes to the catalog, you can clear the cache immediately to make them visible right away.

Enable page caching

1. Go to the Settings section.
2. Go to the Options subsection.
3. Select the Cache tab.
4. Select Save in cache the pages requested by the browser.
5. Select Compress pages sent to the browser.
6. Click Apply.

Disable page caching

1. Go to the Settings section.
2. Go to the Options subsection.
3. Select the Cache tab.
4. Deselect Save in cache the pages requested by the browser.
5. Click Apply.

Clear cache

1. Go to the Settings section.
2. Go to the Options subsection.
3. Select the Cache tab.
4. Click Clear Cache.