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How to Set up Basic Settings for Your Store

The first thing to do when setting up your Online Store in Sitebeat is to configure your Basic Settings. These settings include the following:

  • Store Information - Basic legal information of your Store which will appear on invoices sent to your customers, such as Store Name, Email, Contact Number, Product Type, and Business Address.
  • Regional Settings - Display formats on your Store for the following: Time Zone, Unit System, Default Currency, and Pricing Display Format.
  • Sales Channels - Additional sales channels/marketplaces to increase sales and drive more traffic to your Store.
  • Payments - Payment methods and payment providers that can be used for your online store. Enable as many as you can accommodate and you’re good to go.
  • Shipping - Shipping information of your Store such as Shipping Origin and available Shipping Options.
  • Taxes - Tax calculations (where applicable) on your Online Store based on Shipping Zone and Tax Rates set.
  • Notifications - Email Settings, including Email Logo, for your Store Notifications.

Note: The Store option is only available for the Sitebeat eCommerce plan and will not appear on all other Sitebeat plans. If you want to set up an Online Store with complete SSL protection as well as easy setup and monitoring of Products and Orders, you will need to upgrade your current Sitebeat plan or purchase a new Sitebeat eCommerce plan.

Set up Your Basic Settings

You can set up the Basic Settings for your Store using the instructions below:

  1. Log In to access the Sitebeat dashboard.
  2. Under My Sites, click the Edit Site option on the website or project card that you wish to manage.
  3. Click Store from the left-side menu.
    If this is your first time accessing this option, click Get Started then wait a few seconds for the Sitebeat Editor to add a Store page and a Shopping Cart icon to your website.
  4. Click Settings.
  5. Click Store Information to set up the following, then click the Save button every time you make changes:
    Store Name Enter your business name.
    Store Email Enter your business email address.
    Contact Phone Enter your business phone number.
    Product Type Select a category from the drop-down list.
    Business Address Click the Add Address button, then fill out the required fields.

  6. Click the [←] Back Icon on the left-side menu to go back to Settings.
  7. Click Regional Settings and configure your Store's Time Zone, Unit System, Default Currency, and Pricing Display Format, then click Save.
  8. Click the [←] Back Icon on the left-side menu to go back to Settings.
  9. Click Sales Channels to configure the following:
    Marketplaces This enables you to list your products across eBay, Yahoo, Shopzilla, Amazon, and other online platforms to increase your market coverage and sales.

    Click Marketplaces, then click on the Setup Marketplaces button. On the pop-up window, click on the button corresponding to the Marketplace that you want to set up.
    Facebook Store This enables you to connect your Store to Facebook.

    Click Facebook Store, then click on the Setup Facebook button. On the pop-up window, click on the Log In and Launch Facebook Store button to get started.

  10. Click the [←] Back Icon on the left-side menu to go back to Settings.
  11. Click Payments, then click on the Manage link at the top section of the left-side menu to set up the following Payment options on the pop-up window:
    Square Click Connect and Enable Square. A new window will open where you can log in to your Square account, or create one. Once already logged in, you may now proceed back to your Sitebeat Editor and set a display name and payment instructions for this payment method. Click Save.
    PayPal Click Enable PayPal. The option will then move up to Current payment methods section at the top.

    Click on the Actions drop-down button, then click Edit.

    Click Change PayPal account link and enter the email address associated to your actual PayPal account. Then, click the Advanced Settings drop-down on the right and turn on the buttons under it to enable their corresponding actions.

    On the same pop-up window, scroll down to set a display name and payment instructions for this payment method. Click Save.
    Manual Payment methods Click Add Manual Payment Method, enter a display name for this method and set the payment instructions, then click Save.
    More options to accept online payments in Click the Choose Payment Method drop-down button and select a preferred option from our list of providers that accept most commonly used payment options in your country.
    Payment Alternatives Click the Choose Payment Processor drop-down button and select a preferred option from our list of 50+ providers that accept credit cards, PayPal, and other online payment options.

  12. Click the [←] Back Icon on the left-side menu to go back to Settings.
  13. Click Shipping then click on the Add Address button under Shipping Origin. Enter your Store’s address details in the fields provided.
  14. Click the [←] Back Icon to go back to Shipping, then click on the Add link beside Shipping Options to configure the following:
    Shipping & Delivery Click on the Add Shipping button. Then, you may choose between these two options below:

    Select a carrier. Click View all carriers and select a delivery service from the list. Set up rates the different rates for your chosen carrier on the next page. Click Save & Finish for every rate you have set.

    Add other carriers. Enter the name of the carrier that you would like to add in the field provided, then click the Set Up button to customise its rates on the next page. Click Save & Finish for every rate you have set.
    Self Pickup Click on the Add Pickup button.

    Enter the Order pickup label at checkout and the Detailed instructions for customers in the fields provided. Under Pickup charge, enter the amount you would like to charge to your customers for additional expenses, if there's any.

    Switch on the Ask for pickup date and time at checkout option if you want to set specific pickup schedules that your customers can choose from during checkout. Once this option is enabled, you may set the operating hours/pickup time for your customers using the table provided. Lastly, set your customer's expectations by specifying the Order fulfillment time or the time it takes for you to prepare the item/s for pickup.

    Click the Add Pickup Option once done.

  15. Click the [←] Back Icon on the left-side menu to go back to Settings.
  16. Click Taxes to configure the following:
    Zones Click Manage Zones and select a preset zone. Or, click Add New Zone. Set the Zone Name, add Countries, Regions, States, or Postal Codes to include in your newly added zone. Click Save.
    Tax Rates Click Manage Taxes then click Add New Tax. Set the Tax Name, and configure the conditions for when Taxes should apply. Click Save.

  17. Click the [←] Back Icon on the left-side menu to go back to Settings.
  18. Click Notifications to configure the following:
    Email Settings Click Email Addresses, then enter the Reply-To and From emails that you'd like to use for your Store's Notifications. Click Save.

    Note: The Reply-To Email is where you'll receive replies from customers while the From Email is the one responsible for sending out Notifications.

    Click the [←] Back Icon on the left-side menu to go back to Notifications.
    Email Logo Click Add Logo, browse through your folders and select your Logo file to upload. This will be displayed in all Store emails sent to customers.

You’ve just updated your Sitebeat Store's Basic Information.

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