Edit site settings (company, emails, terms, markup)

Summary

Site Settings holds the tenant's core configuration: company identity, addresses and contacts, default payment terms, default markup, logos/branding, and the sender/CC addresses used for order and welcome emails.

Before you start

• Required role: Admin

Steps

1. Go to Configuration ? Site Settings (/site_settings.cfm?settings=1).
2. Click Edit Site Settings.
3. Set company identity: Company Name, Company Name Short, Company Prefix, Address/City/State/Postal, Phone, Primary Email, Support Email, Company Contact Name.
4. Set defaults and branding: Terms Default (days), Default Markup Percentage, Remit To Instructions, Company Logo URL, Footer Image, Company Text, URL.
5. Set notification routing: Order Notices Sender Email / Outbound CC, Customer Support Email Recipient(s), Welcome / Login Emails Sender Email / Outbound CC.
6. Toggle Send Daily Briefing Email if you want the daily summary.
7. Save.

What success looks like

The tenant's branding, terms, markup, and email routing reflect your changes across the storefront and outbound emails.

Gotchas / troubleshooting

• Default Markup Percentage here is the fallback; catalog-level markup can override it.
• Wrong Sender/CC emails are a common cause of missed order or welcome notifications.

Related

• Manage tenants / client analytics
• Manage books (pricing books)