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PegasusCart® Documentation Settings

Settings


The settings page is a central hub for the most important information from members. It consists of information broken into a number of categories including Account, Webstore, Contact, Billing & Features, Delivery, Payment Gateway, Tax, Portals, and Alert related information.

Overview

Account

Contains account information related to the owner of the member account including: Username, Full Name, Phone Number, and Email. This section also provides tools for resetting member passwords and PINs.

Webstore

Contains general information including the Domain, any Host Aliases, Site ID Code, and a brief explanation of PegasusCart Services.

Domain: The active domain registered with PegasusCart®

Host Aliases: Additional stores also managed under an account, known as Webstore Aliases.

Code: Unique Site ID given to every PegasusCart® member.

Tip: The Site ID is critical and should be noted at all times when using PegasusCart® tools.

Contact

Contains information regarding the company name, address, email, phone, city, state, zip, country, and alerts.

Add an Email or Phone Number

To add an email or phone number, click New beside the particular row of the contact section, and fill in either an email or phone number depending on which ever you're creating.

Billing & Features

This section serves two purposes including billing and the display of all PegasusCart modules currently eligible for use as well as which modules currently in use.

How does the PegasusCart® Point System work?

Many organizations today provide a host of subscription options for their services and while it may seem simple to some, here at PegasusCart® we take real pride in being as upfront with you as possible about services and their costs. As such we don't provide a traditional pay period subscription service but instead provide members with purchasable Pegasus Points in order to be pulled from during each period. These points allow us to be more direct about obtaining your permission for every service you opt in or out of and keep you directly in charge of any expense.

Billing

In order to establish billing information that can be used to purchase Pegasus Points, simply click Payment Methods and select New Method.

Delivery Methods

The delivery methods page consists of the Delivery Methods button for selecting existing delivery methods as well as the overall tab containing all pertinent information about a specific delivery method.

Add a Delivery Method

To add a delivery method simply click Delivery Methods button and click New Method. From here define the title of your delivery method and you're all set.

Choosing a Delivery Method

To select a Delivery Method simply click Delivery Methods to display all existing methods, and select one from the list to display its details.

Delivery Method Details

Displays delivery method details including: Rate Definitions, Permissions, and Status.

Delivery Method Title: Title used to describe a delivery method.

Details: Defines Base rate, Rate type (Based on Order total or Dim Weight), and any Non-contiguous or International delivery charges.

Rate Definitions: Defines designated delivery price brackets based on total order size or dim weight.

Permissions: Displays permissions for a delivery method including Air, Ground, or Motor Freight options.

Status: Displays the active status of a delivery method or whether or not it is in use.

Payment Gateways

The payment gateway page contains information regarding existing payment gateways and the tools to manage them. Payment gateways are a lifeline and are required in order to process different kinds of payment types over the web including: Credit Card, Debit Card, Check, PayPal and more payment types.

Managing or Creating a New Payment Gateway

To create or manage an existing payment gateway, simply select the gateway from the Manage New and Existing Gateways dropdown, or select the appropriate payment gateway under New Gateways to begin creating a new Gateway.

Each gateway contains details, permissions, and activity information that need to be filled out using credentials established with a Payment Gateway in question such as Authorize.Net.

Where to Get a Merchant Account

In order to utilize the services of a payment gateway, an account and security credentials must be obtained with the provider in question usually through their website. Countless payment gateways exist today, each with their own opportunities and limitations on the kinds of payment types accepted. Each has different fee's and rules associated with the use of their services so it's important to note what it is needed and to find the appropriate solution.

Merchant Account Services

A number of organizations offer merchant account services of their own including, PayPal, Stripe, and most banks. Before deciding on the best choice take some time to learn a bit more about merchant account services as a whole. Provided below are several different resources to help along the way.

Tax

The tax page contains information regarding all existing tax settings per U.S. state.

Add a New Tax Rate

To add a new tax rate simply click Tax Rate, select a state, and apply the appropriate tax rate.

How to Tax a Part or Product

In order to tax a Part or Product during a purchase, simply make sure that a part or product has a taxable status. This can be viewed under the inventory profile of the part or product in question within the details tab. With a taxable status Sales tax will be calculated and automatically applied to a purchase based on the billing address the customer supplies.

Portals

Portals go hand in hand with product feeds mentioned previously as they represent the outlets by which member stores can sell their products to a wide pre-existing audience such as those with Amazon, Google, or Ebay. The Portals section displays information about active portals currently in use.

Adding a Portal

To add a portal, simply click New Portal determine a name for your portal and click Create Portal.

Edit a Portal

To edit a portal, select Edit along the row of the portal in question and make any changes necessary.

Alerts

The Alerts tab allows the addition of emails for which members will be notified of any changes or business in their webstore.

Adding an Email for Alerts

To add an email in which to be notified of any changes in a webstores business, any impending messages, tickets, or otherwise, simply visit the Contact section and add an email below. This email will display in the Alerts section from which users can adjust whether notifications go out to these emails or not.