Help:Preferences
From Shopify Wiki
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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 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>
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. These modifications are available in the shipping rate edit screen, accessible by clicking on the name of the rate.
Fulfillment Services
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
Mapping Fulfillment Service Shipping Methods to Shopify Shipping Rates
Fulfillment services require that you tell which shipping method to use when fulfilling an order's line items. If you are shipping your items by manually viewing the order and clicking the "Ship" button then you can select the appropriate method each time, as seen in the following screenshot:
This works, but it gets tedious to have to select appropriate shipping method each time you ship an order. This also won't work when you have configured your shop to automatically ship your orders after they are paid. In order to automatically select the appropriate shipping method for the fulfillment service you need to name your Shopify shipping rates the same as the shipping method the fulfillment service uses. The list of shipping methods for each service is listed in the section detailing the fulfillment service below. Here is an example of a shop that is configured with all shipping rates mapping to a shipping method for Shipwire:
Once you have this mapping done you will no longer have to select the shipping method when manually fulfilling orders. You can also then safely turn on automatic shipping of orders in your order preferences in the Checkout & Payment preferences page.
Fulfillment by Amazon
Fulfillment by Amazon (FBA) allows Shopify shop owners to store their inventory and fulfill their orders from an Amazon.com fulfillment center.
Once you've activated the service by providing your FBA account credentials, you'll need to map your Shopify Shipping settings to those in FBA, by adding a Shipping Rate and naming it one of the following:
Shipping Methods
- Standard Shipping
- Expedited Shipping
- Priority Shipping
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.
Shipping Methods
- 1 Day Service
- 2 Day Service
- Ground Service
- Freight Service
- International
Webgistix
Shipping Methods
- 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
DNS and 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 read the DNS section.
Applications
The Applications section lets you manage those apps that you’ve approved to access your shop’s data, like information about orders, products, pages, shipping information and really anything that you can see or change in your admin area.
Essentially, Apps act as automated staff; creating invoices, checking on shipments, and anything else you could imagine if you had a robot who you told what to do if they were sitting in front of your admin screen.
Installing an App
The [PixelPrinter App] for example, works by programmatically clicking on your shop admin’s Orders page, looks at recent orders, and creates a nice looking invoice, packing slip, and a list of cart/order variables for you to print for shipping.
Try it out (it’s free!):
First click on the “Add a new application” link:
Then click on the PixelPrinter App in the AppStore:
Then install PixelPrinter:
After installing, PixelPrinter redirects you to this page, showing some recent orders:
PixelPrinter also inserts a link in your Admin, under the Orders/Show page (where you’re looking at just one order) that redirects you to that order in PixelPrinter:
Note that Applications cannot change your shop’s account information, so don’t worry about an app changing you from a Business plan to a Basic plan.
Private Applications
Automating admin tasks and creating things like invoices and the other things an app can do usually requires you to become a Shopify Partner and carry out a few other steps before you can programmatically get at a shop’s data.
However, what if you just want to pull down a list of all your products or inventory in XML form, or want to use the API in some other basic way?
This is what private applications are for: they’re like apps but only give you a username and password. That username and password works only on your shop.
Want to pull down a record all your products or inventory through XML, or want to use the API somehow but don’t want to become a Partner?
Here’s a screenshot of where the link is to make private apps:
After creating a private app you can use its username and password credentials to make a curl (or other http client) request to fetch information about a shop’s blogs:
curl http://[api-key]:[password]@your-shop.myshopify.com/admin/blogs.xml
For example to [get a list of all blogs] and their metadata, yours could look like:
curl http://3l4kj5lk4lj5lk45jfs094klj449s:j4lkj34lkja0so4h05kwjksgdf094j@snowdevil.myshopify.com/admin/blogs.xml
(Note that these api key/password credentials aren’t real and will not authenticate.)
More information can be found on the [API documentation] site.
