Your e-commerce system includes comprehensive Extra Settings that control various aspects of the customer experience, checkout process, and store functionality. These settings allow you to customize how customers interact with your store and tailor the shopping experience to your business needs.
Accessing Extra Settings
To manage store extra settings, navigate to: Administration → Store → Configuration → Extra Settings
This centralized configuration page controls account management, checkout processes, shipping options, inventory display, and geographic restrictions.
Account Management Settings
Control how customers create and manage their accounts on your store.
Guest Checkout
Allow Guest Checkout
- Permits customers to purchase without creating an account
- Reduces friction in the checkout process
- May increase conversion rates for one-time buyers
- Still collects necessary billing and shipping information
Require Account Creation
- Forces customers to register before making purchases
- Builds customer database for future marketing
- Enables order history and repeat purchase convenience
- May reduce conversion rates but improves customer retention
Persistent Login
Enable Persistent Login
- Allows customers to stay logged in across browser sessions
- Provides convenience for returning customers
- Uses secure cookies to maintain authentication
- Customers can choose "Remember Me" option
Session-Only Login
- Requires customers to log in each visit
- Provides enhanced security for shared computers
- Automatically logs out when browser closes
- May require more frequent authentication
Account Form Groups
Configure which custom form fields appear during account registration to collect additional customer information specific to your business needs.
Checkout Process Configuration
Customize the shopping and checkout experience to match your business model.
Shopping Cart Features
Quantity Selection
- Enabled: Displays quantity selector next to "Add to Cart" buttons
- Disabled: Defaults to adding one item per click, customers can modify in cart
Coupon Support
- Enabled: Allows customers to enter promotional codes during checkout
- Disabled: Removes coupon code functionality entirely
Gift Certificates
- Enabled: Customers can purchase and redeem gift certificates
- Disabled: No gift certificate functionality available
Tax and Financial Options
Tax Exemption Handling
- Not allowed: No tax exemption options available
- Exempt with validation: Customers enter exemption numbers, no tax charged
- Exempt but charge anyway: Collects exemption info but still applies tax
Invoicing Options
- Allow invoice requests: Customers can request invoices instead of immediate payment
- Disable invoicing: All transactions require immediate payment
Invoice Payments
- Enable online payments: Customers can pay outstanding invoices online
- Disable online payments: Invoices must be paid through other methods
Order Approval Workflow
Automatic Processing
- Orders process immediately upon payment
- Suitable for standard retail operations
- Faster customer experience
Manual Approval Required
- All orders require store manager approval before payment
- Useful for custom orders or wholesale operations
- Adds review step to prevent problematic orders
Custom Form Integration
Add custom form fields to the checkout process to collect additional information required for your specific business needs.
Shipping and Handling Configuration
Control how shipping and handling are managed throughout the ordering process.
Address Collection
Billing and Shipping Addresses
- Collect both: Standard e-commerce setup for physical products
- Billing only: For digital products or services
- Neither: For purely digital transactions
Shipping Options
Free Standard Shipping
- Enabled: Offers free shipping option to customers
- Disabled: All shipping options have associated costs
Store Pickup
- Enabled: Customers can choose to pick up orders at your location
- Disabled: All orders must be shipped
Handling Charges
- Enabled: Adds handling fees to orders
- Disabled: No additional handling charges applied
Shipping Calculation Requirements
Require Shipping Rates
- Yes: Checkout halts if shipping cannot be calculated
- No: Allows checkout to proceed even without shipping rates
- Important for ensuring accurate shipping costs vs. customer experience
Inventory Display Options
Configure how inventory information appears to customers.
Stock Level Display
Don't Show Stock Levels
- No inventory information visible to customers
- Maintains mystery about availability
- Prevents stock-based purchasing decisions
Always Show Stock Levels
- Displays exact quantities for all products
- Provides transparency to customers
- May encourage urgency when stock is low
Show When Low Stock
- Only displays quantities when under 10 items
- Balances transparency with strategic information sharing
- Creates urgency for low-stock items
Backorder Management
Allow Backordering
- Customers can order out-of-stock items
- Maintains sales even when inventory depleted
- Requires clear communication about delivery expectations
Prevent Backorders
- Out-of-stock items cannot be purchased
- Ensures customers only order available products
- May result in lost sales during stock-outs
Geographic Restrictions
Control which locations your store will accept payments from and ship to.
Payment Restrictions
Billing Country Exclusions
- Select countries from which you won't accept payments
- Useful for fraud prevention or regulatory compliance
- Customers from these countries cannot complete purchases
Billing State Exclusions
- Restrict payments from specific US states
- May be required for licensing or legal reasons
- Applies to billing address verification
Shipping Restrictions
Shipping Country Exclusions
- Countries to which you cannot or will not ship
- Consider shipping costs, regulations, and customs issues
- Customers can still purchase if using different shipping address
Shipping State Exclusions
- US states where shipping is not available
- May be due to regulatory restrictions or cost considerations
- Local pickup may still be available if offered
Implementation Strategies
New Store Setup
Start with permissive settings and restrict as needed based on experience and business requirements. Enable guest checkout and basic features initially.
Established Business Migration
Configure settings to match your current business practices, then gradually optimize based on customer feedback and sales data.
International Expansion
Carefully configure geographic restrictions based on your ability to serve different markets, considering shipping costs, regulations, and customer service capabilities.
Best Practices
Customer Experience
- Minimize friction: Reduce required steps and information collection
- Provide options: Offer guest checkout alongside account creation
- Clear communication: Explain any restrictions or requirements upfront
- Test thoroughly: Verify all settings work as intended from customer perspective
Business Operations
- Match your capabilities: Don't enable features you can't support
- Legal compliance: Ensure settings comply with applicable laws and regulations
- Monitor performance: Track how settings affect conversion rates and customer satisfaction
- Regular review: Periodically assess whether settings still match business needs
Security and Fraud Prevention
- Geographic restrictions: Use billing/shipping restrictions to reduce fraud risk
- Account requirements: Balance security with customer convenience
- Tax compliance: Ensure tax exemption handling meets legal requirements
- Data collection: Only collect information you actually need and will use
Troubleshooting Common Issues
Checkout Problems
- Verify address restrictions: Ensure customer locations aren't excluded
- Check required fields: Confirm all necessary information is being collected
- Test payment flow: Verify payment processing works with current settings
- Review approval workflow: Ensure approval process matches expectations
Customer Complaints
- Shipping calculation failures: Review shipping requirement settings
- Unexpected restrictions: Check geographic exclusion lists
- Missing features: Verify desired functionality is enabled
- Account access issues: Review login and registration settings
Business Impact
- Conversion rate changes: Monitor how settings affect sales completion
- Customer service load: Track whether settings increase support requests
- Operational efficiency: Ensure settings support your fulfillment capabilities
- Compliance issues: Regularly review legal and regulatory requirements
For technical assistance with extra settings configuration or questions about optimizing your store setup, contact our support team through your admin panel.