Set up e-commerce

You can manage how customers or users interact with orders and delivery dates on the E-commerce Setup page. You can restrict delivery dates based on transport routes, control whether released sales orders can be cancelled, and enforce minimum order requirements during order entry. These settings help streamline order processing and enhance the user experience.

To set up your e-commerce experience, follow these steps:

1. Select the Search icon , enter E-commerce Setup, and then choose the related link.

   The E-commerce Setup page opens.

2. On the General FastTab, enter the required information in the following fields:

   Field	Description
   Delivery Calendar	Select a base calendar that defines which dates are valid for deliveries across the e-commerce portal. This field is linked to the Base Calendar page in Business Central and helps prevent users from selecting non-working days, such as holidays or weekends.
   Global Catalog	Select the item catalog that defines the default set of items that users can search for and order on the e-commerce portal. This field is linked to the Item Catalogs page in Business Central and represents the globally available, and searchable items for all users.
   Delivery Horizon	Enter the number of days into the future that users can see and select as available delivery dates. The default value is 14. This setting improves performance by limiting the range of delivery dates checked for availability. The value must be greater than 0.
   Allow Cancelling Released Orders	Turn on the toggle to allow users to cancel sales orders that have already been released in Business Central through the e-commerce portal. This setting only applies to released orders. All users can cancel open orders by default. Orders that are already linked to shipments cannot be cancelled regardless of this setting. You can override the global cancellation setting for individual customers on the Customer Card page using the Allow Cancelling Released Orders field. The available options are: Default: Uses the global setting defined on the E-commerce Setup page. No: Prevents the users from cancelling released orders through the e-commerce portal. Yes: Allows the users to cancel released orders through the e-commerce portal.
   Restrict E-Commerce to Catalog	Turn on the toggle to limit users to viewing and ordering only the items available in their assigned item catalog. When turned on, users cannot search for or access items from the global catalog. You can override this restriction for specific customers using the settings in the Restrict E-Commerce to Catalog field value on the Customer Card page. The available options are: Default: Uses the global setting defined on the E-commerce Setup page. No: Allows users to view and order from the full item catalog, regardless of the setting on the E-commerce Setup page. Yes: Restricts users to view and order only items from their assigned customer catalog.
   Routing Restricts Delivery Dates	Turn on the toggle to limit delivery date selection based on transport route assignments. When the toggle is turned on, the system checks the assigned transport route of the customer to determine valid delivery days. For example, if a customer is scheduled to receive deliveries only from Monday to Wednesday, then dates from Thursday to Sunday will be unavailable for selection in the delivery calendar. When the toggle is turned off, the system does not consider transport routes. You can select any delivery date permitted by the general delivery calendar. This toggle is accessible only if the Aptean Transport extension is installed. For more information on route assignments, see Transport route assignments.
   Enable order minimum enforcement in E-Commerce	Turn on the toggle to ensure that the minimum order requirements are met before submitting an order through the e-commerce portal. When the toggle is turned on, the system checks the total value of the cart at checkout. If the order does not meet the required minimum as defined on the Order Minimums page in Business Central, the customer or user is prevented from placing the order. This validation occurs during the order entry process, while order minimums continue to be enforced at the time of sales order release in Business Central. This toggle is turned on by default. This toggle is accessible only when the Aptean Order Minimums extension is installed. For more information, see Minimum order requirements during checkout.
   Specify how many catalog items to fetch at a time	Enter the number of catalog items to load on the Order Entry – My Profile page. By default, this value is set to 50, and you can enter any number from 10 to 200. Lower values load fewer items per batch, which can improve performance for large catalogs or slower connections, while higher values load more items at once, potentially reducing scrolling but increasing load time.
   Additional email recipients	Enter one or more email addresses (in addition to the customer email) to send the order confirmation emails. You can separate multiple email addresses with commas. When a customer places an order, the system automatically sends the order confirmation email to: The customer email address sepcified on the e-commerce portal. The assigned salesperson email address (if defined on the Customer Card page and the Send confirmation email to customer salesperson toggle is turned on). The additional recipients specified on the E-commerce Setup page.
   Send confirmation email to customer salesperson	Turn on the toggle to automatically include the customer primary salesperson as a recipient to receive order confirmation emails.
   Allow same day delivery	Turn on the toggle to allow customers to place same-day delivery orders. You can turn off this toggle to prevent customers or users from selecting the current date as the requested delivery date during checkout.