From Shopify Wiki

Preferences

Preferences is a large section of the admin interface where you will find a number of settings which need to be specified in order for you to start selling products. Each individual preference screen is linked from the sidebar.

General Settings

The standards and formats section is filled in with default values of time zone, units of measurement, and mode of currency, based on the country you chose when you signed up. The initial values can be changed to whatever you want, however. If you expect most of your clientèle to be from a particular country other than your own, for instance, you may want to sell your products to them in their own currency.

Amount formats

• amount
• amount_no_decimals
• amount_with_comma_separator

Password protection

Password protecting your shop is a good idea while you are still adding products or designing its look and feel. This is especially important if you have set up a credit card and payment gateway but don't want to start accepting sales quite yet.

Google analytics

You can enter your Google Analytics tracking number and Shopify will automatically instrument your pages with the required code snippets to track visits as well as e-commerce sales. See the Google Analytics section for more setup help.

Regions & Taxes

When your shop is first created, Shopify sets up some default shipping rates and taxes for your own country (and its provinces, states, or territories, if applicable). We do our best to keep the default tax rates up to date, but you should double check and make sure that they are correct yourself. You are solely responsible for submitting any taxes you collect.

If you want to be able to ship to other countries, you can add them here and they will have their own tax and shipping rates. It is generally the case that you would collect taxes for sales in your home country and leave taxation of foreign shipments to be taken care of by authorities at the destination.

Checkout & Payment

You will need to choose a method for accepting payments from your customers. Each of the methods have varying fees, so you should shop around to see which one is right for you. In order to enter your own credit card information to pay Shopify fees, you need to go to the Account section.

Shopify supports several external credit card payment gateways. These allow your customers to use their credit card directly in your shop. You will need to set up a separate account with one of these gateways in order to use them for sales.

Supported Payment Gateways

For an up-to-date list of Shopify's supported gateways visit http://www.shopify.info/gateways . Following types of gateways are supported:

Direct Payment Gateways

Direct payment gateways allow the charging of credit, and or debit cards without leaving the Shopify checkout.

SecurePayTech Gateway

In order to meet the integration requirements of the SecurePayTech payment gateway you'll need to add the following to the Additional Content & Scripts section at the bottom of your Checkout & Payment Preferences page. The code displays the information required by SecurePayTech upon successful completion of a purchase.

<h4 style="padding: 0; margin: 0">Additional Details</h4>
<div>
<p>
Your Store Name <br />
P.O.Box Your Store Address<br />
AUCKLAND, NEW ZEALAND <br />
Merchant ID: Your SecurePayTech merchant ID
</p>
<p>
Date/Time: {{ payment.created_at }}
</p>

<p>
Order Reference: {{ payment.name }} <br />
MerchTxnRef: {{ payment.authorization }} <br />
ReceiptNo: {{ payment.receipt.receipt_number }} <br />
</p>

<p>
Purchase Amount: {{ payment.amount | money }}
</p>
<p>
Result: <strong>ACCEPTED</strong>
</p>
</div>

Additional Content & Scripts

This field lets you include custom HTML, tracking pixels and even scripts on the last page of the checkout. All properties of the order are available through Liquid to use in your content. See ConversionTracking for more information.

Shipping

This is where you specify which regions you ship to and how much your customers will have to pay for it. You may need to do a bit of research to make sure the numbers here are appropriate for your actual costs. It is up to you how specific you want to get with shipping rates for various weights, but keep in mind that customers will probably appreciate having as few rates to remember as possible when they are deciding what to put in their shopping cart.

For the United States and Canada you can modify the price of each shipping rate per state/province and also disable certain states/provinces.

Fulfillment

Enabling a Fulfillment Service

Click the Fulfillment Services tab in your Shopify admin’s preferences. Click the activate button at the bottom right of the fulfillment service you want to enable. Then enter your account credentials into the corresponding text boxes provided and click the Save button.

Configuring your Products

Now that a fulfillment service has been enabled, you can configure individual products to be fulfilled by the service. Please note that your product’s SKU must match your product's SKU at the fulfillment center.

Enabling Fulfillment for New Products

To create a new product that uses a fulfillment service for fulfillment you just need to enter your product’s SKU and select the service you want to use from the following dropdown menu in the Inventory section of the new product form.

Enabling Fulfillment for Existing Products

Enabling fulfillment for an existing product is similar to the process used when creating a new product. Click the product you want to be fulfilled in the Products page of the Shopify admin interface. Then edit the product variation, under the “Variations” heading, you want to be fulfill, and select the name of the fulfillment service you want to use from the drop down menu. Make sure you click the “Save changes” button when you have finished with your configuration.

Sending Sold Line Items for Fulfillment

Now that you have enabled a fulfillment service and have products using that service for fulfillment you will have to instruct the service to fulfill the product when it is sold. To do this you view the order in the Shopify admin inteface and then you click the Ship items button above the order summary. Select the items you want fulfilled, click the Ship items button at the bottom of the table and the line items will be automatically sent to the appropriate fulfillment service for fulfillment. You can then view the details of the fulfillment in the order history on the right side of the screen by clicking the link detailing the fulfillment.

Supported Fulfillment Services

Shipwire

Shopify has partnered with Shipwire, a provider of outsourced storage (warehouse) and shipping (order fulfillment) services. Shipwire lets you focus on growing your business by removing the hassle of storage and shipping. With one Shipwire account your business can have access to a growing U.S. and International warehouse network consisting of Class A facilities. Shipwire offers growing Web retailers flexible storage and shipping options to help grow your business.

Shipwire has a Nationwide Warehouse Network and with the Shopify/Shipwire solution you can have your online store automatically process orders through the Shipwire warehouse network. Shipwire offers a free trial and plans are as low as $29.95/month. There are no contracts, no commitments and no credit checks to get started with Shipwire.

For specific information on how to configure Shipwire more information on how it works please see Shipwire's Help Center.

Webgistix

Webgistix: is a global leader in fulfillment solutions. The company has a reputation for delivering fast and accurate order fulfillment services, useful Internet technology, and personalized customer service.

Webgistix requires the shipping method to be provided at the time of fulfillment. In order for Shopify to automatically select which shipping method your order is using you will have to name your shipping rates the same as the shipping methods that Webgistix supports. The shipping methods are:

• UPS Ground Shipping
• UPS Standard Shipping (Canada Only)
• UPS 3-Business Day
• UPS 2-Business Day
• UPS 2-Business Day AM
• UPS Next Day
• UPS Next Day Saver
• UPS Next Day Early AM
• UPS Worldwide Express (Next Day)
• UPS Worldwide Expedited (2nd Day)
• UPS Worldwide Express Saver
• FedEx Priority Overnight
• FedEx Standard Overnight
• FedEx First Overnight
• FedEx 2nd Day
• FedEx Express Saver
• FedEx International Priority
• FedEx International Economy
• FedEx International First
• FedEx Ground
• USPS Priority Mail & Global Priority Mail
• USPS First Class Mail
• USPS Express Mail & Global Express Mail
• USPS Parcel Post
• USPS Air Letter Post
• USPS Media Mail
• USPS Economy Parcel Post
• USPS Economy Air Letter Post
• DHL Express
• DHL Next Afternoon
• DHL Second Day Service
• DHL Ground
• DHL International Express

You don't need to add rates for every shipping option, you just need to make sure that the names you give the rates you do support match the ones above. If you choose to use different names for your rates you will have to select the shipping method from a drop down menu at the time of fulfillment.

Email & Notifications

This is where you configure your email and cell phone notifications and templates. Following is an overview of the different notifications offered by Shopify.

Notifications

• Order Confirmation: This email is automatically sent to the customer upon successful completion of the checkout process. The default template contains important information regarding the order including the name of your shop, the customer's shipping and billing addresses, and a detailed listing of all items purchased from your shop.
• New Order Confirmation: This notification email is delivered to all subscribed email addresses. To add a subscription, simply click the _Add Subscription_ link at the bottom of the page and select a staff member from your shop or _Email address_, which will allow you to manually enter an email address. Then click the _Subscribe_ button to have future notifications delivered to that staff member or email address.
• New Order Notification (mobile): This notification is delivered as an SMS text message to all subscribed cellular phones. To add a subscription, simply click the _Add Subscription_ link at the bottom of the page and select _Cell phone_. Then enter the cellular number and select the cellular provider from the drop down menu. Finally, click the _Subscribe_ button to have future notifications delivered to the cellular phone.

Editing Notification Templates

All notifications use Liquid, Shopify's templating language.

To edit a template, click the linked name of the template, which will take you to the template editing page. Here you can edit the text and Liquid used to generate your notification. Click the _Apply Changes_ button to commit your changes. There are also links to _Preview _ how your template will look when delivered, or _Close_ the template without saving your changes.

Liquid Variables Available to Notification Templates Relating to Discounts

The following is a good pattern to use when accessing the discounts, as discounts aren't always applied to the order.

 {% if discounts %}Discounts : {{ discounts_savings | money_with_currency }}{% endif %}

The Order has the following Liquid variables relating to the discounts applied:

• discounts - array of discounts applied to the order
• discounts_savings - amount of the savings ($-5.00)
• discounts_amount - amount of the discount applied ($+5.00)

The discount itself has the following Liquid variables:

• id
• title
• code
• amount
• savings

DNS & Domains

If you want to use your own domain name for your shop's web address instead of using myshopify.com, you can do so by using a DNS entry called a CNAME. This preference screen describes a step-by-step procedure for formatting the required CNAME entry and, just as importantly, for letting Shopify know which domains point to your shop. You will need to find out from your domain registrar how you can add DNS entries to your domain.

Once you end up with more than one domain for your shop, you can specify any of them to be your primary domain. This distinction is used in various ways within Shopify. For instance, customers are redirected to your primary domain after they have completed a checkout.

If you want to know more about DNS & Domains support in Shopify you should read the tutorial UsingYourOwnDomains by Cliff Spence.