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Configuration
Finance
Display control
Order statuses
PayPal settings
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Configuration of SimpleCaddy is a bit more complicated amd may lead to surprising results sometimes. Here is how to set up a basic store using PayPal as a payment gateway.

Let's start with a few preset options.

  • We need to be able to add tax to the cart.
  • We need to use a shipping item to add the shipping cost to the cart.
  • We want to use personalised email to add some text to the standard SimpleCaddy order confirmation email.

Of course for the PayPal checkout, you will need your PayPal credentials.

SimpleCaddy can send confirmation email in Html and in Text format. The system is simple (of course) and takes the following parameters:

If you want to send order confirmation emails to your customers, set the "Send confirmation email..." to Yes. If you send these out, you may also get a copy yourself and/or send a copy to your shipping department to notify them of an upcoming shipment. The "Send copies..." field must contain valid email addresses on a ONE PER LINE basis. SimpleCaddy will take these one by one and add them as copies to the email being sent out.

Select the format of the email to send out. Html gives a far better result than standard text, but some customers do not wish to receive email in html format. SimpleCaddy sends out in either format, but not in both.

Use content as email. This will send a content you create as email. Set it to "No" to keep the standard (but not very good looking!) email as order confirmation. Set it to "Yes" and you should indicate the ID (here 44) of the content you intend to use as email body. Inside this email content you can use two special codes to indicate where to display the header info of the order and where to display the content of the order. Use the variables #orderheading# and #orderdetails# for this. Don't forget to add the ## around the variable names. You do not need to publish this content anywhere on your site.

Attention: Setting this to an erroneous Content ID may lead to loss of confidential data! The email sent out is the page with Content ID (here 44). If you do not want to use this feature, set the "Use content as email" to "No" and save the configuration.


Your financial info concerns the currency you want to use on your site, whether or not you want to charge taxes (and if so, how much) and if you want to have a non-removable item like Shipping/Handling added to every order.

The currency symbol is a simple code that will be used to display your currency. You could use EUR, CAD or AUD or any other symbol you like. It is only text that is displayed as your currency.

The tax rate called VAT, PDV, BTW, MehrwertSteuer and so on is the same as you pay in any shop. If you don't want to use this, simply set the value to 0 or (nothing) (empty field) and tax will not be taken into account in the cart.

The systematic product, here called "extracost" is a regular product you will have to create in the Products section of SimpleCaddy. It should have a code, a name and a price. It cannot have any options. This product is added once to the cart whenever there is a product in it. If you remove the last product from your cart, the Systematic Product will also dissappear. Users cannot remove this from the cart and cannot change its quantity. This product can be used to create shipping cost, handling cost or other fixed cost you might have to add to your cart.

If you want to use the Systematic Product, set the "Use the Systematic Product" to "Yes" otherwise set to "No".


In different countries, numbers are displayed in different ways. Commas and decimal points are used differently in different countries.

You can choose to allow (or not) to empty the cart with one button.

The number of decimals can be set. Sometimes you you simply want to charge dollars, not cents/pennies... In some countries the Currency Symbol sign (defined in Finance above) precedes the amount and elsewhere follow the amount. Of course you have the date and time formats, wherever you want to display them. These are mostly used in the backend though.

If you don't want to show the remove button in the cart, just disable it. They can still set the quantity to 0, however.

 


Orders can have different statuses. Which ones and how you want to call these statuses you can define it here. Out of the box, SimpleCaddy comes with the following statuses:

No other action or value is added with the status of the orders. This is only an indicator. The first one however is the default status and I suggest you leave it at "New" or any translation you may make.

 


PayPal settings.

In case you want to use PayPal as your payment gateway, fill in here your settings for PayPal. Fill in the email address you use for your PayPal account. Then set "Use PayPal" to Yes and select the currency in which you want PayPal to accept money from your customers. Ideally this is also the currency you use for the rest of the site.

From here on, PayPal will be used as your payment gateway. Users willing to pay will be taken to the PayPal secure website and be asked there to use their PayPal account or their credit card for payment. SimpleCaddy does NOT store any user-related bank/payment information. We leave that to secure websites.

 


 

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