# Summary

Use this section to apply site wide settings.

## Standard

<table border="1" id="bkmrk-field-purpose-email-" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 49.881%;"></col><col style="width: 49.881%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Email recipient (enquiries)</td><td>*This is the recipient address for enquiries, e.g. enquires from the [Product Detail Page](https://bookstack.iconography.co.uk/books/product-detail-page "Product Detail Page")*

*This will also be used as the email sender for all emails sent from IXO Commerce, e.g. order confirmations and notes*

</td></tr><tr><td>Email recipients (orders)</td><td>*This is the recipient address for Sales Order notifications; it will receive an email notification whenever a new eCommerce order is placed*

*It is possible to add multiple emails*

</td></tr><tr><td>Email sender (purchase orders)</td><td>*This is the 'sending address' for [Purchase Order](https://bookstack.iconography.co.uk/books/purchase-orders "Purchase Orders") emails*</td></tr><tr><td>Address Line 1</td><td>*Your business details*

*This will be output on your system generated documentation, e.g. invoices, delivery notes, etc.*

</td></tr><tr><td>Address Line 2</td><td>*Your business details*

*This will be output on your system generated documentation, e.g. invoices, delivery notes, etc.*

</td></tr><tr><td>Address Town</td><td>*Your business details*

*This will be output on your system generated documentation, e.g. invoices, delivery notes, etc.*

</td></tr><tr><td>Address County</td><td>*Your business details*

*This will be output on your system generated documentation, e.g. invoices, delivery notes, etc.*

</td></tr><tr><td>Address Postcode</td><td>*Your business details*

*This will be output on your system generated documentation, e.g. invoices, delivery notes, etc.*

</td></tr><tr><td>Phone Number</td><td>*Your business details*

*This will be output on your website and your system generated documentation, e.g. invoices, delivery notes, etc.*

</td></tr><tr><td>Fax Number</td><td>*Your business details*

*This will be output on your system generated documentation, e.g. invoices, delivery notes, etc.*

</td></tr><tr><td>VAT Number</td><td>*Your business details*

*This will be output on your website and your system generated documentation, e.g. invoices, delivery notes, etc.*

</td></tr></tbody></table>

## Countdown

Control a countdown banner that will appear on the website.

[![banner.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-09/scaled-1680-/banner.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2024-09/banner.png)

<table border="1" id="bkmrk-field-purpose-countd" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 49.881%;"></col><col style="width: 49.881%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Countdown End Date</td><td>*The date from which the countdown banner will show*

*If left blank, the countdown banner will be hidden*

</td></tr><tr><td>Countdown End Time</td><td>*The date until which the countdown banner will show*</td></tr><tr><td>Countdown Text Message</td><td>*Text to show on the countdown banner*</td></tr><tr><td>Countdown Text Colour</td><td>*Pick a colour for the text on the countdown banner*</td></tr><tr><td>Countdown Background Colour</td><td>*Pick a colour for the background of the countdown banner*</td></tr><tr><td>Countdown Link</td><td>*Enter a URL here to add a link to the countdown banner*</td></tr></tbody></table>

## CRM

Use these to alter reporting purposes

<table border="1" id="bkmrk-field-purpose-discou" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 49.881%;"></col><col style="width: 49.881%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Discount Reasons</td><td>*Enter discount reasons - these must be used when adding manual discounts*

*It is possible to add multiple entries*

</td></tr><tr><td>Task Categories</td><td>*Enter your Task Categories - these will be used in the [Tasks](https://bookstack.iconography.co.uk/books/tasks "Tasks")*

*It is possible to add multiple entries*

</td></tr><tr><td>Task Sub Categories</td><td>*Enter your Task Sub-Categories - these will be used in the [Tasks](https://bookstack.iconography.co.uk/books/tasks "Tasks")*

*It is possible to add multiple entries*

*Enter in this format: 'category:sub-category'*

</td></tr><tr><td>Advertising Sources</td><td>*Enter your Advertising Sources - these will be used in [Reports](https://bookstack.iconography.co.uk/shelves/reports "Reports") and when registering a new Customer*</td></tr></tbody></table>

## Custom Rank (A/B/C)

Use the sliders to create Custom Ranks for managing Product sort order. These are then applied to individual [Category](https://bookstack.iconography.co.uk/books/categories/chapter/categories "Categories") pages.

<table border="1" id="bkmrk-field-purpose-custom" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50.053%;"></col><col style="width: 50.053%;"></col></colgroup><thead><tr><td>Field</td><td>*Purpose*</td></tr></thead><tbody><tr><td valign="top" width="20%"><span data-help="customrank1_name">Custom name (for reference only)</span></td><td>*For reference only*</td></tr><tr><td valign="top" width="20%"><span data-help="customrank1_activity">Custom sort order (by activity)</span></td><td valign="top" width="70%">*Boost the Product in the sort order if it has a higher activity, appears in searches, number of visits to Product Detail Pages, number of times added to basket, etc.*</td></tr><tr><td valign="top" width="20%"><span data-help="customrank1_bestselling">Custom sort order (by best selling)</span></td><td valign="top" width="70%">*Boost the Product in the sort order if it is best selling, e.g. the higher in your best seller rank it is, the larger boost it will get*</td></tr><tr><td valign="top" width="20%"><span data-help="customrank1_savings">Custom sort order (by biggest savings)</span></td><td valign="top" width="70%">*Boost the Product in the sort order if it is on sale, e.g. the larger the savings, the bigger the boost it will get*</td></tr><tr><td valign="top" width="20%"><span data-help="customrank1_featured">Custom sort order (by featured)</span></td><td valign="top" width="70%">*Boost the Product in the sort order if it is featured (featured/home/checkout) on the [Product](https://bookstack.iconography.co.uk/books/categories/page/product "Product") tab*</td></tr><tr><td valign="top" width="20%"><span data-help="customrank1_price">Custom sort order (by lowest price)</span></td><td valign="top" width="70%">*Boost the Product in the sort order based on price, e.g. lower priced products get a larger boost*</td></tr><tr><td valign="top" width="20%"><span data-help="customrank1_newness">Custom sort order (by newness)</span></td><td valign="top" width="70%">*Boost the Product in the sort order if it is new, e.g. the newer the product, the bigger the boost it will get*</td></tr><tr><td valign="top" width="20%"><span data-help="customrank1_stock">Custom sort order (by stock)</span></td><td valign="top" width="70%">*Boost the Product in the sort order if it is new, e.g. the more stock you have, the bigger the boost it will get*</td></tr><tr><td valign="top" width="20%"><span data-help="customrank1_margin">Custom sort order (by margin)</span></td><td valign="top" width="70%">*Boost the Product in the sort order if it is new, e.g. the higher the margin on the product, the bigger the boost it will get*</td></tr></tbody></table>

## Finance

This tab is used to configure [Finance Integrations](https://bookstack.iconography.co.uk/books/integrations/page/finance "Finance"), and is not required otherwise.

<table border="1" id="bkmrk-field-purpose-financ" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50.053%;"></col><col style="width: 50.053%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td valign="top" width="20%"><span data-help="finance_minordervalue">Finance minimum order value</span></td><td>*Minimum order value to enable Finance as an option.* </td></tr><tr><td valign="top" width="20%"><span data-help="finance_depositpercentages">Finance deposit percentages</span></td><td>*Insert the deposit level available to the customer*

*It is possible to add multiple entries*

</td></tr></tbody></table>

## Google

Use this to configure your [Google Integrations](https://bookstack.iconography.co.uk/books/integrations/page/google "Google").

<table border="1" id="bkmrk-field-purpose-google" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50.053%;"></col><col style="width: 50.053%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td valign="top" width="20%"><span data-help="google_ga4_id">Google Measurement ID (G-XXX)</span></td><td valign="top" width="20%">*<span data-help="google_ga4_id">Enter your Google Measurement ID (G-XXX)</span>*</td></tr><tr><td valign="top" width="20%"><span data-help="google_ga4_secret">Google Measurement Secret</span></td><td valign="top" width="20%">*<span data-help="google_ga4_secret"><span data-help="google_ga4_id">Enter your </span>Google Measurement Secret</span>*</td></tr><tr><td valign="top" width="20%"><span data-help="google_tagmanager_id">Google Tag Manager ID (GTM-XXX)</span></td><td valign="top" width="20%">*<span data-help="google_tagmanager_id"><span data-help="google_ga4_id">Enter your </span>Google Tag Manager ID (GTM-XXX)</span>*</td></tr><tr><td valign="top" width="20%"><span data-help="google_datalayer">Output data layer for Google Tag Manager</span></td><td valign="top" width="20%">*<span data-help="google_datalayer">Choose your output data layer:</span>*

- *<span data-help="google_datalayer">Recommended</span>*
- *<span data-help="google_datalayer">None</span>*

</td></tr><tr><td valign="top" width="20%"><span data-help="google_maps_apikey">Google Maps API Key (IP restricted to server)</span></td><td valign="top" width="20%">*<span data-help="google_maps_apikey"><span data-help="google_ga4_id">Enter your </span>Google Maps API Key (IP restricted to server)</span>*</td></tr><tr><td valign="top" width="20%"><span data-help="google_conversionid">AdWords Conversion ID (AW-XXX)</span></td><td valign="top" width="20%">*<span data-help="google_conversionid"><span data-help="google_ga4_id">Enter your </span>AdWords Conversion ID (AW-XXX)</span>*</td></tr><tr><td valign="top" width="20%"><span data-help="google_conversionlabel">AdWords Conversion Label</span></td><td valign="top" width="20%">*<span data-help="google_conversionlabel"><span data-help="google_ga4_id">Enter your </span>AdWords Conversion Label</span>*</td></tr></tbody></table>

## Integrations

Use this tab to configure any other [Integrations](https://bookstack.iconography.co.uk/books/integrations "Integrations").

<table border="1" id="bkmrk-field-purpose-amazon" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50.053%;"></col><col style="width: 50.053%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td valign="top" width="20%"><span data-help="amazonfulfillmentlatency">Amazon Fulfilment Latency</span></td><td>*Enter a number of days it takes to fulfil Amazon orders*</td></tr><tr><td valign="top" width="20%"><span data-help="amazonshippingtemplates">Amazon Shipping Templates</span></td><td>*Enter your Amazon Shipping Templates*

*It is possible to add multiple entries*

</td></tr><tr><td valign="top" width="20%"><span data-help="facebook_pixelid">Meta Pixel ID</span></td><td>*Enter your Meta Pixel ID*</td></tr><tr><td valign="top" width="20%"><span data-help="ebayfulfillmentlatency">eBay Fulfilment Latency</span></td><td>*Enter a number of days it takes to fulfil eBay orders*</td></tr></tbody></table>

## Invoice

Insert invoice text here; this will be output on each [Sales Order Invoice](https://bookstack.iconography.co.uk/books/general/page/sales-order-invoices) based on the Sales Order Source.

<table border="1" id="bkmrk-field-purpose-invoic" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50.053%;"></col><col style="width: 50.053%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td valign="top" width="20%"><span data-help="invoicetextweb">Invoice Text (web orders)</span></td><td valign="top" width="70%">*Enter text to be output at the bottom of the Sales Order Invoice for all eCommerce and Phone Sales Orders*</td></tr><tr><td valign="top" width="20%"><span data-help="invoicetextstore">Invoice Text (store orders)</span></td><td valign="top" width="70%">*Enter text to be output at the bottom of the Sales Order Invoice for all Sales Orders placed via the POS*</td></tr><tr><td valign="top" width="20%"><span data-help="invoicetextquote">Quote Text</span></td><td valign="top" width="70%">*Enter text to be output at the bottom of the Sales Order Invoice for all Quotes*</td></tr></tbody></table>

## Messages

Control messages on your website and in the CMS.

<table border="1" id="bkmrk-field-purpose-compan" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50.0596%;"></col><col style="width: 50.0596%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td valign="top" width="20%"><span data-help="companymessage">Company alert for CMS</span></td><td>*Enter a message to show in the [Alerts](https://bookstack.iconography.co.uk/books/general/page/alerts "Alerts") slider*</td></tr><tr><td valign="top" width="20%"><span data-help="headertext">Message for header bar</span></td><td valign="top" width="20%">*<span data-help="headertext">Enter text that will be displayed in the header</span>*</td></tr><tr><td valign="top" width="20%"><span data-help="headertextbgcolor">Background colour for header bar</span></td><td valign="top" width="70%">*Choose a colour using the colour picker*</td></tr><tr><td valign="top" width="20%"><span data-help="homepagetext">Message for top of home page</span></td><td valign="top" width="20%">*<span data-help="homepagetext"><span data-help="headertext">Enter text that will be displayed at the </span>top of the home page</span>*</td></tr><tr><td valign="top" width="20%"><span data-help="homepagetext2">Message for footer (mailing list)</span></td><td valign="top" width="20%">*<span data-help="homepagetext2"><span data-help="homepagetext"><span data-help="headertext">Enter text that will be displayed next to a mailing list sign up</span></span></span>*</td></tr><tr><td valign="top" width="20%"><span data-help="basketpagetext">Message for shopping basket page</span></td><td valign="top" width="20%">*<span data-help="basketpagetext"><span data-help="homepagetext2"><span data-help="homepagetext"><span data-help="headertext">Enter text that will be displayed on the </span></span></span>shopping basket page</span>*</td></tr><tr><td valign="top" width="20%"><span data-help="custom_footer_title">Title for custom footer column</span></td><td valign="top" width="70%">*Enter a title that will be displayed in a custom column in the footer*</td></tr><tr><td valign="top" width="20%"><span data-help="custom_footer_text">Text for custom footer column</span></td><td valign="top" width="70%">*Enter Text that will be displayed in a custom column in the footer*</td></tr><tr><td valign="top" width="20%"><span data-help="basketpagedeliverylink">Delivery information link for shopping basket page</span></td><td valign="top" width="20%">*<span data-help="basketpagedeliverylink">Enter a link that will be used to link users to your delivery information, e.g. /delivery</span>*</td></tr><tr><td valign="top" width="20%"><span data-help="tillreceipttext">Additional text for till receipts</span></td><td valign="top" width="20%">*<span data-help="tillreceipttext">Enter additional text that will be output on all till receipts</span>*</td></tr></tbody></table>

## Other

<table border="1" id="bkmrk-multiple-postage-cal" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50.0596%;"></col><col style="width: 50.0596%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td valign="top" width="20%"><span data-help="multiplepostagecalc">Multiple postage calculation</span></td><td>*This setting control show the site will handle [incompatible postage](https://bookstack.iconography.co.uk/books/postage/page/incompatible-postage) costs, e.g. one item in a basket can only be delivered via Royal Mail, but the second must be delivered via your courier*

*Choose from:*

- *combine cost (charge the customer for all delivery costs)*
- *lowest (only charge the lowest delivery cost)*
- *highest (charge only the highest postage cost)*

</td></tr><tr><td valign="top" width="20%"><span data-help="allow_custom_delivery">Allow checkout for zones with no valid postage (POA)</span></td><td>*Prevents checkout process if a product has no valid postage, e.g. the customer will be presented with a message saying "A custom delivery quote is required for this order. Contact us by telephone for further assistance."*

*If disabled, the customer will be able to complete the checkout, creating a Sales Order which is Payment Pending; you will need to contact them to take payment*

*This will apply if a single item in the basket can not be delivered*

</td></tr><tr><td valign="top" width="20%"><span data-help="allow_pos_bookdelivery">Allow users to book a delivery date via Store POS</span></td><td valign="top" width="70%"> *If not set to 'yes', users will only be able to request a delivery date*</td></tr><tr><td valign="top" width="20%"><span data-help="enable_hideleftnav">Hide left nav on default listings pages</span></td><td>*By default, [hide the left hand navigation](https://bookstack.iconography.co.uk/books/general/page/hide-left-navigation "Hide Left Navigation") on Product Listings Pages*</td></tr><tr><td valign="top" width="20%"><span data-help="pickinglistordersperpage">Picking list orders per page</span></td><td>*Choose how your [Picking Lists](https://bookstack.iconography.co.uk/books/general/page/picking-list "Picking List") are output:*

- *multiple*
- *single*

</td></tr><tr><td valign="top" width="20%"><span data-help="a4_label_layout">Product label layout (A4 sheet)</span></td><td>*Choose how your [Product Labels](https://bookstack.iconography.co.uk/books/general/page/product-labels) are output:*

- *2x4*
- *3x6*
- *4x8*

*(not required if you are using a [Label Printer](https://bookstack.iconography.co.uk/shelves/hardware "Hardware"))*

</td></tr><tr><td valign="top" width="20%"><span data-help="a4_shipping_layout">Shipping label layout (A4 sheet)</span></td><td>*Choose how your [Shipping Labels](https://bookstack.iconography.co.uk/books/general/page/shipping-labels) are output:*- *2x4*
- *3x6*
- *4x8*

</td></tr></tbody></table>

## Payments

<table border="1" id="bkmrk-field-purpose-requir" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 49.881%;"></col><col style="width: 49.881%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Require full payment before packing</td><td>*If set to yes, it will not be possible to Pack any [Sales Orders](https://bookstack.iconography.co.uk/books/sales-orders "Sales Orders") unless they are fully paid*</td></tr><tr><td>Quote expires in X days</td><td>*Set the default Quote expiration date*</td></tr><tr><td>Deposit percentage required</td><td>*Set the deposit percentage required, if you have enabled [Pay with Deposit](https://bookstack.iconography.co.uk/books/checkout/page/pay-with-deposit "Pay with Deposit")*</td></tr><tr><td>Deposit minimum item value</td><td>*At least one item within the eCommerce Basket must be over this value in order to trigger the [Pay with Deposit](https://bookstack.iconography.co.uk/books/checkout/page/pay-with-deposit "Pay with Deposit") option in the eCommerce checkout*</td></tr><tr><td>Deposit minimum lead time</td><td>*At least one item within the eCommerce Basket must have a Lead Time larger that this in order to trigger the [Pay with Deposit](https://bookstack.iconography.co.uk/books/checkout/page/pay-with-deposit "Pay with Deposit") option in the eCommerce checkout*</td></tr><tr><td>Loyalty point monetary value</td><td>*The monetary value of each individual [Loyalty Point](https://bookstack.iconography.co.uk/books/general/page/loyalty-scheme "Loyalty Scheme")*</td></tr><tr><td>Loyalty points earned per pound</td><td>*The number of loyalty points earned per pound spent, if you have a live [Loyalty Scheme](https://bookstack.iconography.co.uk/books/general/page/loyalty-scheme "Loyalty Scheme")*</td></tr></tbody></table>

## Security

<table border="1" id="bkmrk-field-purpose-limit-" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50.0596%;"></col><col style="width: 50.0596%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td valign="top" width="20%"><span data-help="cms_allowed_ips">Limit CMS access to specific IP addresses (add optional note in brackets)</span></td><td>*Lock down the CMS to specific IP addresses*

*Recommended for all Clients*

</td></tr><tr><td valign="top" width="20%"><span data-help="cms_allowed_countries">Limit CMS access to specific countries (only used if no specific IP addresses set)</span></td><td>*Lock down the CMS to specific countries*

*Recommended for all Clients*

*If additional countries are required, please contact Iconography*

*(please be aware that VPNs may still be used to mask a user's IP)*

</td></tr><tr><td valign="top" width="20%"><span data-help="allow_concurrent_logins">Allow concurrent logins with same CMS user (not recommended)</span></td><td valign="top" width="70%">*Choose from:*

- *yes*
- *no*

</td></tr><tr><td valign="top" width="20%"><span data-help="epos_bookmark">Show "Store POS" bookmark in CMS</span></td><td>*Adds a [Bookmark](https://bookstack.iconography.co.uk/books/general/page/bookmarks "Bookmarks") for the POS, if the user is enabled for that*</td></tr><tr><td valign="top" width="20%"><span data-help="logout_bookmark">Show "Logout" bookmark in CMS</span></td><td>*Adds a [Bookmark](https://bookstack.iconography.co.uk/books/general/page/bookmarks "Bookmarks") for logging out of the CMS*</td></tr><tr><td valign="top" width="20%"><span data-help="enable_checkoutcaptcha">Enable Captcha for checkout</span></td><td>*Choose whether to enable the Captcha for the checkout - choose from:*

- *everyone (includes registered customers)*
- *guests*
- *none*

</td></tr><tr><td valign="top" width="20%"><span data-help="maintenance">Maintenance mode (this will temporarily disable the front-end)</span></td><td>*Enable this to temporarily disable the website*

*If set, a holding page will be shown*

</td></tr><tr><td valign="top" width="20%"><span data-help="allow_cms_tracking">Allow Iconography to track CMS usage</span></td><td>*Defaults to yes*</td></tr></tbody></table>

## Social

<table border="1" id="bkmrk-field-purpose-facebo" style="border-collapse: collapse; width: 100%; border-width: 1px;"><colgroup><col style="width: 50.0596%;"></col><col style="width: 50.0596%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td valign="top" width="20%"><span data-help="social_facebook_url">Facebook social media URL</span></td><td>*Enter your profile URL to show a link in your website footer*

</td></tr><tr><td valign="top" width="20%"><span data-help="social_twitter_url">Twitter social media URL</span></td><td>*Enter your profile URL to show a link in your website footer*</td></tr><tr><td valign="top" width="20%"><span data-help="social_facebook_url">Instagram social media URL</span></td><td>*Enter your profile URL to show a link in your website footer*</td></tr><tr><td valign="top" width="20%"><span data-help="social_facebook_url">LinkedIn social media URL</span></td><td>*Enter your profile URL to show a link in your website footer*</td></tr><tr><td valign="top" width="20%"><span data-help="social_facebook_url">YouTube social media URL</span></td><td>*Enter your profile URL to show a link in your website footer*

</td></tr><tr><td valign="top" width="20%"><span data-help="social_facebook_url">WhatsApp social media URL</span></td><td>*Enter your profile URL to show a link in your website footer*

</td></tr><tr><td valign="top" width="20%"><span data-help="social_facebook_url">TikTok social media URL</span></td><td>*Enter your profile URL to show a link in your website footer*</td></tr><tr><td><span data-help="social_facebook_url">Pinterest social media URL</span></td><td>*Enter your profile URL to show a link in your website footer*</td></tr></tbody></table>