Company Settings > General Info

In the Admin Panel (ACP), under the Company Tab, there are General Info settings that are used for several purposes in the platform.

While these generally fall under "set it and forget it", a change in staff could be a reason to update some of the settings.

Contact Tabs

General Contact

• Company Name: Receipt header and footer, Order PDFs, printable packing slips and invoices.
• Sales Phone: Receipt footer.
• Brand Code: Designation for Enterprise brands.
• Inventory Contact Email: Receives month-end inventory report emails. More than one email can be entered, comm delimited. As shown in the image.

Primary Contact

• This contact information can be used via merge fields in Notification Templates.
• For first and last name you could use the winery, e.g.: First name: eCELLAR, Last name: Winery.
• Phone contact appears on printable invoices and packing slips
• More than one email can be entered, comm delimited. As shown in the image.

Billing Contact

• This contact information can be used via merge fields used in Notification Templates.
• For first and last name you could use the winery.

Ship From Address

• Address should be your winery location: Displayed on receipts, order PDFs, printable invoices and packing slips, and eCELLAR Ship Manager shipping labels.
• This can be used via merge fields in Notification Templates.

Reservation Contact

• All fields can be used via merge fields in Notification Templates.

Wine Club Manager

• All fields can be used via merge fields in Notification Templates.
• More than one email can be entered, comm delimited. As shown in the image.

Settings Tabs

ACP Settings

These apply to and affect the Administrative Control Panel:

• POS in House Customer ID: ID of the customer account used for quick sales in the POS.

• Default Customer Type: The default type when creating a new customer in the ACP or POS.

  See these related Help Docs for more information: Customer Types & Create A New Customer.

• Default Customer Source: The default source when creating a new customer in the ACP or POS.

  See this related Help Doc for more information: Customer Sources.

• Default Allocation Tier: If the Allocation module is used, this is the default tier assigned when creating a new customer in the ACP or POS.

• Allow Layaway Payments: Allows POS to process partial paid orders.

  See this Help Doc for more information: POS Layaway.

• ShipCompliant Fulfillment Account: Used by Enterprise clients who have brand-specific accounts with fulfillment houses.
  • For use with ShipCompliant integration and your fulfillment house.
  • Enter your Fulfillment Account identifier; typically the brand name.
  • Requires "Third-Party Credentials" setup in ShipCompliant.
• Carrier Notifications: For use with the eCELLAR Ship Manager module. Activates sending shipping notifications.
• Printed Receipt Logo: Your winery logo for printed POS receipts.

Web Settings

Site URL Information: Links to your web site used via merge fields in Email Templates.

Web Store Settings: Enable and affect actions on your web site. Many are specifically related to the path to purchase.

• New Customer Type: Assigned to a new customer when they sign up in your web site.
• New Customer Source: Assigned to a new customer when they sign up in your web site. (Optional)
• New Allocation Tier: Optional. Assigned to a new customer when they sign up in the web site.
• Allow Promo Codes: Shows coupon code option box in the main checkout.
• Allow Gift Card Payments: Shows option to pay with a Gift Card in main checkout.
  • Shows link in My Account to check Gift Card balances.
• Allow Delayed Ship Option: Allows customer to delay their shipment.
  • Allocation ship dates will override this.
• Allow International Shipping: Allows shipments to countries other than US and Canada.
• Allow Will Call Date: Allows customers to specify a date for pickup at will call.
• Allow Extra Requests: Allows customers to make extra requests when ordering allocated products.
  • Note: you must also setup wish limits for the allocated products, otherwise this will not take effect.
  • Per-allocation-event settings are overridden by this brand level setting.
• Allow Repeat Extra Requests: Allows customers to make extra requests more than once for individual allocated products.
  • Note: "Allow Extra Requests" must also be checked in the allocation event setup.

Product Auto Suggest:

• Enable Product Auto-Suggest: When enabled, automatically shows product suggestions to customers when they add an item to their cart. Displays in added-to-cart sidekick and Side Cart in checkout.
• Auto-Suggest Products By:
  • Popularity: most orders with most common product.
  • Volume: most product sold regardless of order count.

Card Updater:

• Enable Card Updater: When enabled, a customer's My Account dashboard offers them the option to change the payment method used for currently declined payments.
  • If the payments were for membership-related orders, the payment method on related memberships is also updated.
• Look-back Time Window: The number of days the Card Updater looks back for declined payments.