Creating Storefronts

Administrators can create storefronts where products are organized, displayed, and purchased by portal users. Each storefront operates as an independent commerce environment with its own product catalog, collections, checkout configuration, payment processing, and order management. Storefront settings control how products are browsed, how checkout is processed, and how order communications are delivered to customers and administrators.

Requirements

To create and manage storefronts, users must be assigned a security role with one of the following permissions:

• Administrator System Role

Storefronts List

The Storefronts page displays all storefronts in a list view with the following columns:

• Actions: Dropdown menu providing management options
• Name: The storefront title
• Path: The unique URL path segment for the storefront
• Data Source: The data origin for the storefront (Magentrix Native)
• Security: Access level indicator (Limited Access or based on sharing configuration)
• Modified By: The user who last modified the storefront

From this page, administrators can create new storefronts, manage store regions, share storefronts with users, and delete storefronts.

Creating a New Storefront

To create a storefront:

1. Navigate to the Setup Home page and click Create > Stores
2. Click New Store
3. Configure the storefront settings as described in the sections below
4. Click Save

Basic Store Information

Store Title (Required): Enter a descriptive name for the storefront. This title is displayed to users and used for administrative identification. Choose a name that clearly communicates the store's purpose or audience.

Unique Path (Required): Enter a URL-friendly value that becomes part of the storefront's web address. The path must be unique across all storefronts, contain only lowercase letters and numbers, and cannot include spaces or special characters. This value cannot be changed after the storefront is created.

Store Settings

Store Settings control how products are organized and displayed to users browsing the storefront.

Enable Browsing by Collections

When enabled, this setting allows users to browse products organized into collections rather than viewing all products in a single catalog. Enabling collection browsing activates additional configuration options for landing page display and collection selection.

Store Landing Page

When collection browsing is enabled, select how the storefront landing page displays content:

• Display Entire Catalog: Shows all products on the landing page with collection navigation available for filtering
• Display Collections: Shows only the selected browsable collections on the landing page, requiring users to select a collection before viewing products

Browsable Collections

Select which collections appear in the storefront navigation. Use the selection interface to add collections and arrange their display order:

• Click collections to add them to the selected list
• Use the Top, Up, Down, and Bottom buttons to reorder selected collections
• The display order determines how collections appear in storefront navigation

Store Introductory Message

Enter welcome content that displays on the storefront landing page when "Display Collections" is selected as the landing page option. Use the rich-text editor to format the message with text styling, links, and images. This message appears above the collection display and provides context or promotional information to users entering the store.

Store Product Settings

Store Product Settings control default product display behavior and cart interaction.

Default Product Image

Select an image to display for products that do not have assigned product images. This ensures consistent visual presentation even when individual product images are not uploaded. Recommended image dimensions are 242×200 pixels for optimal display quality.

Enable Quick Add-To-Cart

When enabled, this setting allows users to add products with a default quantity of one directly from product listings. After clicking the add button, users are redirected to the cart page. This streamlines purchasing for stores where customers typically buy single items or want immediate cart access after selection.

Checkout Settings

Checkout Settings configure how customers complete purchases, including payment processing, tax calculation, and order confirmation.

Checkout Methods

Select the payment method customers use to complete purchases. Only one checkout method can be active per storefront:

• Credit Card: Customers pay online using credit card payment processing through configured payment providers. Requires Gateway Credentials configuration.
• Place Order: Customers submit orders without immediate payment. Orders are recorded for fulfillment processing through alternative payment arrangements.
• Redeem Points: Customers use accumulated reward points to purchase products. Requires integration with the Rewards module and sufficient point balance.

Payment Provider

When Credit Card checkout is selected, choose the payment processing provider. Available providers include:

• Authorize.Net
• Moneris
• Stripe
• PayPal Express Checkout

Available Card Types

Select which credit card types the storefront accepts. Available options include Mastercard, Visa, American Express, and Discover. Only selected card types are presented as payment options during checkout.

Gateway Credentials

Select the configured API credentials for the chosen payment provider. Gateway credentials must be established in Connected Apps before they appear in this selection. The credentials link the storefront to your merchant account for payment processing.

Store Currency

Select the currency for product pricing and order totals. The selected currency determines how prices are displayed throughout the storefront and on order records. Ensure the currency aligns with your payment provider configuration and customer expectations.

Calculate Taxes

When enabled, the system automatically calculates taxes during checkout based on configured store regions. Tax rates are applied according to the customer's billing address country and state/province. Disable this option for storefronts where tax calculation is not required or is handled externally.

Receipt Template

Select the email template used for order confirmation emails sent to customers. The template should include the {!ShoppingCartItems} merge field to render complete line item details including product names, quantities, and pricing.

Enable Checkout as Guest

When enabled, users who are not logged into the portal can add items to the shopping cart. This allows browsing and cart building without requiring authentication, though login may still be required to complete checkout depending on additional settings.

Buyers do not need to login

When enabled along with Guest Checkout, users can complete the entire checkout process without logging in or creating an account. This option enables true anonymous purchasing where orders are associated with the provided billing information rather than portal user accounts.

Order Confirmation Message

Enter the message displayed on the final confirmation page after customers complete their order. Use the rich-text editor to format the message with acknowledgment text, next steps information, or promotional content. This message appears immediately after successful order submission.

Order Confirmation Footer

Enter additional content displayed below the order confirmation message. Use this area for supplementary information such as support contact details, return policy summaries, or related product suggestions.

Checkout Billing/Shipping Information

These settings control which fields appear on the checkout form and their requirements.

Hide Company Name

When enabled, the Company Name field is removed from the checkout billing information form. Enable this option for storefronts serving individual consumers rather than business customers.

Hide Phone Field

When enabled, the Phone Number field is removed from the checkout form. Enable this option when phone contact is not required for order fulfillment or customer communication.

Hide P/O Number Field

When enabled, the Purchase Order Number field is removed from the checkout form. Enable this option for storefronts where purchase order references are not used or required.

Phone Field Required

When enabled (and the phone field is not hidden), customers must provide a phone number to complete checkout. Enable this option when phone contact is essential for delivery coordination or order fulfillment.

Notifications

Notification Emails

Enter email addresses that should receive copies of order confirmation emails. Separate multiple addresses with semicolons. Recipients in this list receive BCC copies of all order confirmations sent to customers, enabling internal teams to monitor order activity and coordinate fulfillment.

Example format: orders@company.com;fulfillment@company.com;manager@company.com

Store Customizations

Order Provider

Select a custom Active Class to extend storefront functionality with advanced order processing logic. Order Providers enable custom business rules, external system integration, or specialized checkout workflows beyond standard storefront capabilities.

Sharing Storefronts

Control which users can access and manage storefronts through sharing configuration:

1. From the Storefronts list, click the Share button or select Share from the storefront's action menu
2. Add users, security roles, or user groups to the sharing list
3. Assign permission levels:
   • View: Users can see the storefront but cannot modify settings or manage content
   • Manage: Users can modify storefront settings, manage products, collections, discounts, and view orders
4. Click Save to apply sharing settings

Editing Storefronts

To edit an existing storefront:

1. Navigate to the Setup Home page and click Create > Stores
2. Click on the storefront name to open the storefront management interface
3. Click the Settings tab to access storefront configuration
4. Modify settings as needed
5. Click Save

The storefront management interface includes tabs for Settings, Products, Collections, Discounts, and Orders, providing centralized access to all storefront content and configuration.

Deleting Storefronts

To delete a storefront:

1. Navigate to the Setup Home page and click Create > Stores
2. Locate the storefront in the list
3. Click the dropdown arrow in the Actions column and select Delete
4. Click OK to confirm deletion

Best Practices

Planning Considerations

Path Strategy: Plan unique path values that are meaningful, memorable, and aligned with the store's purpose. Paths become permanent URLs shared with customers and linked from other content.

Collection Organization: Create collections before configuring storefronts to enable immediate collection selection during store setup. Plan collection structures that align with user browsing expectations.

Payment Configuration: Configure Gateway Credentials in Connected Apps before creating storefronts with Credit Card checkout. Test payment processing in a controlled environment before enabling for production use.

Configuration Recommendations

Tax Regions First: Configure store regions for all target geographic areas before enabling Calculate Taxes to ensure proper tax calculation for all customers.

Receipt Templates: Create and test receipt email templates with the {!ShoppingCartItems} merge field before assigning to storefronts. Verify template formatting with test orders.

Notification Distribution: Include appropriate team members in Notification Emails to ensure order awareness across fulfillment, customer service, and management functions.

Troubleshooting

Issue: Cannot create new storefront - license limit message displayed

Solution: Storefront licenses have been exhausted. Delete unused storefronts to free license slots, or contact your Magentrix Account Manager to add additional Store licenses.

Issue: Gateway Credentials dropdown is empty

Solution: Payment gateway credentials have not been configured in Connected Apps. Navigate to Setup > Connected Apps and configure credentials for your payment provider before returning to storefront creation.

Issue: Collections not appearing in Browsable Collections selection

Solution: Collections must be created before they can be added to storefronts. Create collections through the Collections tab of an existing storefront, then return to storefront settings to select them.

Issue: Order confirmation emails not being received

Solution: Verify Receipt Template is selected in Checkout Settings. Confirm the template includes proper merge fields. Check email delivery settings and spam filters for recipient addresses.

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