# Sales and customer settings: orders, cart, returns, registration

Configuration

The **Sales** settings page controls checkout and everything after it - order rules, the shopping cart and wishlist, merchandise returns and loyalty points. The **Customer** settings page controls who can register and how, which fields the registration and address forms ask for, and password security. Together they decide how smooth - or how strict - buying in your store is.

### Where to find it

**Settings → Sales** has the tabs **Order settings**, **Merchandise returns**, **Shopping cart settings** and **Loyalty points**. **Settings → Customer** has the tabs **Customer**, **Security**, **Customer form fields** and **Address form fields**.

![The Order settings tab of Sales settings with re-order, anonymous checkout, terms of service, order note, cancel orders and minimum order amounts](https://grandnode.com/Plugins/Theme.GrandNodeCom/Content/kb/configuration/settings-sales.webp)

**Settings → Sales**, tab **Order settings**.

### Order settings

| Setting | What it does |
|---|---|
| **Anonymous checkout allowed** | Guests can check out without creating an account. Off forces registration or login at checkout. |
| **Is re-order allowed** | Shows a "Re-order" button on the customer's order details. |
| **Terms of service (shopping cart page)** / **(confirm order page)** | Requires ticking a terms of service checkbox before continuing. The linked text is a [page](https://grandnode.com/docs-content). |
| **Allow customer to add order note** | Customers can add notes to their order from the account area. |
| **Allow to cancel orders by users** | Customers can cancel their own unpaid orders. |
| **Complete order when delivered** | Moves the order to Complete automatically when all shipments are delivered. |
| **Min order sub-total amount**, **Min order total amount** | Checkout is blocked below these amounts (in the primary store currency). The same limits can be set per customer group. |
| **Minimum order placement interval** | Seconds a customer must wait between two orders - a simple guard against double orders. |
| **Length code** | Length of the order code shown to customers alongside the order number. |
| **Attach PDF invoice ("order placed" / "order paid" / "order completed" email)** | Adds the PDF invoice to those customer emails. |
| **Gift voucher activation order status** | At which order status purchased gift vouchers become usable. |

### Merchandise returns

**Enable Returns System** lets customers request a merchandise return from their order history. **Number of days that the merchandise return is available** limits requests to that many days after the order (0 means no limit). Options allow the customer to give a pickup address and pickup date. The tab also manages the lists of **return reasons** and **return actions** (e.g. "Wrong size" / "Replacement") the customer chooses from. Handling returns is described in [Sales](https://grandnode.com/docs-sales).

### Shopping cart settings

![The Shopping cart settings tab with display cart after adding product, maximum items, discount and gift voucher boxes, cross-sells, wishlist email and mini shopping cart options](https://grandnode.com/Plugins/Theme.GrandNodeCom/Content/kb/configuration/settings-sales-cart.webp)

Tab **Shopping cart settings**.

| Setting | What it does |
|---|---|
| **Display cart after adding product** | Takes the customer to the cart instead of staying on the product page. |
| **Maximum shopping cart items**, **Maximum wishlist items** | Upper limits on distinct items. |
| **Show discount box in shopping cart**, **Show gift voucher box in shopping cart** | Where coupon codes and gift voucher codes are entered. Hide them if you do not use codes. |
| **Number of 'Cross-Sells'** | How many cross-sell products the cart suggests. |
| **Show mini-shopping cart** | The cart flyout in the header. |
| **Carts shared between stores** | On multi-store installations, one cart follows the customer across stores. |
| **Allow on hold cart** | Customers can put items on hold and check out only part of the cart. |
| **Round prices**, **Group tier prices** | Price presentation in cart and on product pages. |

### Loyalty points

**Enabled** switches the program on. **Exchange rate** is the value of one point in the primary currency; **Points for purchases** awards points per amount spent once an order reaches the **Awarded order status**; **Points for account registration** gives a welcome bonus; **Minimum loyalty points to use** sets a threshold for redeeming. **Points are canceled when the order status is canceled** takes points back. See [Marketing](https://grandnode.com/docs-marketing) for the program itself.

### Customer settings

![The Customer tab of Customer settings with registration method, customer name format and account tab switches](https://grandnode.com/Plugins/Theme.GrandNodeCom/Content/kb/configuration/settings-customer.webp)

**Settings → Customer**, tab **Customer**.

| Setting | What it does |
|---|---|
| **Registration method** | *Standard* (account active immediately), *Email validation* (active after clicking the link in the welcome email), *Admin approval* (active after an administrator approves it) or *Disabled* (no new registrations). |
| **Customer name format** | How customers are named in the storefront and emails (email, username, full name, first name). |
| **'Usernames' enabled** | Customers log in with a username instead of their email. |
| **Allow users to change email**, **Allow users to delete account**, **Allow users to export account** | Self-service account options, including GDPR export and deletion. |
| **Notify about new customer registration** | Emails the store owner for every new account. |
| **New customer has a free shipping for the first order** | A simple welcome incentive. |
| **Hide '…' tab** switches | Remove sections from the customer's account area you do not use (downloadable products, auctions, courses, documents, reviews, subaccounts). |
| **Online Customers minutes**, **Online Shopping Carts minutes** | How long a visitor counts as online in the admin reports. |

#### Security tab

Password rules: **Regular Expression for password validation**, **Unduplicated passwords number** (how many previous passwords cannot be reused), **Password lifetime** (days before a forced change), **Maximum login failures** and **Lockout time (login failures)**, **Password recovery link. Days valid**, and **Two factor authentication enabled** with its **Two factor authentication type** (authenticator app, email code or SMS code).

#### Customer form fields and Address form fields

Each field of the registration form (gender, date of birth, company, street address, city, country, phone…) and of the address form has an *enabled* and a *required* switch. **'Accept privacy policy' enabled** adds a consent checkbox to registration. Enable **'Country' enabled** and **'State/province' enabled** when you use tax or shipping by country, because those calculations need the country in the address.

### Tips and common mistakes

- With *Admin approval*, new customers cannot log in until you activate them under **Customers → Customers**. Tell them so on the registration result page (translation resource).
- Minimum order amounts are compared in the primary store currency, not the currency the customer is browsing in.
- Test checkout as a guest after changing **Anonymous checkout allowed** - it is the setting most often switched off by accident.

### Related

- [Sales: orders, shipments and returns](https://grandnode.com/docs-sales)
- [Customers](https://grandnode.com/docs-customers)
- [Payments](https://grandnode.com/configuration-payments)

- [Web page](https://grandnode.com/configuration-sales-customer-settings)