coreSTORE- Memberships w/ coreFORCE: Verifying General Settings

In this brief guide, we will ensure that your eCommerce settings in coreSTORE are properly configured to communicate with your coreFORCE Advanced platform. This setup is crucial for seamless integration of customer data and membership descriptions.

1. Click on Settings

First, navigate to the Company Menu in coreSTORE. Next, select the Settings submenu to access configuration options for your coreSTORE system.

2. Click on Ecommerce Platform

Locate the Ecommerce Platform section within your Settings menu. This is where you can configure communication between coreSTORE and your eCommerce platform, such as coreFORCE Advanced.

3. New Customers are Added to Web Site

It is recommended to enable the New Customers are Added to Website option. This ensures that every new customer created in coreSTORE automatically creates a corresponding client on your coreFORCE site. This synchronization is essential since membership information and benefits will be managed and housed on your coreFORCE platform.

4. Import Subscriptions as Completed Sales

Import Subscriptions as Completed Sales is an optional setting. This setting is generally enabled unless you prefer to finalize the orders manually in coreSTORE. For example, if you plan to mail out a swag bag or handle other fulfillment tasks, you may want to disable this option to maintain manual control. If enabled, coreSTORE will automatically bring in the membership as a completed sale, streamlining the process.

5. Click on Save

Click on Save to finalize your changes.

Updated on: 11/22/2024