Site

Use the Site options to manage the site settings that affect store behavior or control advanced store features.

Site settings

Your ability to view or edit a specific site setting varies based on:

  • The template used by the currently selected site, the type of user you are (Digital River Internal User or client user), and the roles assigned to you.
  • Whether you can view a setting but not change it, view and edit a setting, or cannot see a setting at all.

Use About template permission settings to determine whether you can view or edit a specific configuration setting. Also, note the type of user role required to view or edit the setting.

Inherited means your site uses the template on which you built the site. Therefore, the site inherits the features and functionality of the original template.

Disinherited means that your site no longer uses the template on which you built the site because you customized one or more pages since that time. Therefore, the site no longer inherits the features and functionality of the original template.

Estimates

An estimate is an approximate total cost for an order, including any taxes, fees, and shipping costs. Buyers can request an estimate through the shopping cart. After the buyer sends the estimate request, the system sends an email to the buyer with a link that they can click to access the estimate and complete their order.

Note: The estimates feature is only available for sites that use the Delta template. You can see which template your site uses when you configure your site settings.

Enabling estimates

If you want buyers to request an estimate in your store, you have to enable the request estimates feature in site settings. Once enabled, the Request Estimate button will appear in the shopping cart, and buyers will be able to request an estimate.

Estimate settings

When you enable estimates, you must configure several settings:

  • Specify how long a buyer can place an order for an estimate. (Specify how long estimates last.)

  • Specify when the system sends a reminder to the buyer after it sends the initial estimate. (The system sends only one reminder email.)

  • Specify whether the buyer can use the estimate multiple times. (Buyers can place multiple orders for a single estimate.)

  • Specify whether the buyer can request a Customer Service Representative (CSR) contact them about their estimate

Creating or requesting estimates

A buyer (or client representative shopping on behalf of a shopper) can click the "Request Estimate" button in the shopping cart to request an estimate.

When submitting an estimate request, buyers must provide a name and up to three email addresses where the system should send the estimate. One of those email addresses should be the buyer's email address. The buyer can optionally provide other information such as company name and phone number. If the buyer wants the estimate to include taxes, fees, and shipping costs, they must provide a shipping and billing address.

Once the buyer completes and submits their request, the system creates the estimate and sends the estimate email to the email addresses entered for the estimate.

Viewing existing estimates

When the system creates an estimate, it sends an email notification to the email addresses provided when the buyer requested the estimate. The email contains a copy of the estimate with a link to view the estimate and complete the order.

When the shopper clicks the link to the estimate, the link shows whether the product price, taxes, fees, shopping costs, or product availability has changed since the system sent the original email estimate. An estimate does not guarantee pricing and product availability. If a buyer needs an exact price for their products, they should request a quote.

If a buyer views an estimate after the estimate time frame expires, the system notifies the buyer that the estimate is no longer available.

Editing estimates

When a buyer views an estimate, they can change the quantity and products in the cart. Changing the number of products in the cart changes the estimate. The system recalculates the estimate based on the new cart contents. The system always updates estimates when the cart contents or the payment information changes.

How Automatic Geo-Location works

When you enable Automatic Geo-Location, and a shopper visits your store (either by entering a URL in the address bar or clicking a link), the system redirects them to the site that corresponds with the redirect settings you defined.

You define geo-location redirect rules primarily at the site level. The system compiles and stores the redirect rules at the company level.

The geo-location system compares the origin country and browser language of each incoming shopper to the compiled list of redirect rules for all sites within the company hierarchy. The system identifies the correct redirect rule based on shopper country and language and directs the shopper to the corresponding site and locale.

There are two types of site-level redirect rules:

  1. The first rule type redirects all incoming shoppers whose origin country the system either cannot identify or cannot match with the second rule type. You can only specify one redirect rule of this type.


  2. The second rule type redirects shoppers coming from a specific country/locale. You can specify many redirect rules of this type.

You can also set redirect rules at the company level. Use these rules when you want to redirect shoppers who try to access a site not hosted by Digital River.

If Digital River hosts all of the EMEA sites for a specific company but none of the APAC sites, you can create a company-level rule that redirects all incoming APAC shoppers to the appropriate non-Digital River site.