Trellis Docs

Trellis Docs

  • Salsify
  • Infor SX/CSD Integration 1.x
  • Infor SX/CSD Integration 2.x
  • Shopify
  • BigCommerce

›Configuration

Introduction

  • Overview
  • What's New in 2.0?

Setup

  • Step 1: Install Module
  • Step 2: Create Magento OAuth Consumer
  • Step 3: Configure Module
  • Step 4: Expertek Verification

Configuration

  • API Settings
  • Product Settings
  • Inventory Settings
  • Customer Settings
  • Address Settings
  • Quote Settings
  • Order Settings
  • Manage Cron Timing Settings
  • B2B Features

    • Companies Settings

Changelog

  • Trellis Expertek SX.e Magento Module Changelog
  • Trellis Expertek SX.e Magento B2B Module Changelog

Address Settings

These settings modify the behavior in Magento for syncing customer address data. Customer addresses are downloaded from SX, if so configured, and displayed in that customer's address book to be used for billing and/or shipping addresses.

ConfigurationScopeDescription
Customer Bill To Integration Enabled?WebsiteEnabling this displays the customer's bill-to address for SX companies as the Billing Address in checkout.
Customer Native Billing Address Enabled?WebsiteEnabling this will allow the customer to apply a custom billing address during checkout when the Customer Bill To Integration is enabled.
Customer Ship To Integration Enabled?WebsiteEnabling this displays the customer's ship-to address for SX companies as the Shipping Address in checkout.
Customer Native Shipping Address Enabled?WebsiteEnabling this will allow the customer to apply a custom shipping address during checkout when the Customer Ship To Integration is enabled.
Ship-To Dropdown Enabled?WebsiteEnables a dropdown in the top navigation of the site that allows the customer to change their Ship-To while shopping. This connects with the display of pricing and inventory information.
Ship-To Modal ModeWebsiteToggles the mode for Ship-To selection.
  • Not Enabled - No modal is shown
  • Require for each login - A popup will be shown on each login for the customer to select a ship-to
  • Remember setting across logins - A popup will be shown on the first login and then remember the selection across subsequent logins
Ship-To Modal Instructions TextWebsiteSet text to display in the Ship-To selection modal selected in the Ship-to Modal Mode.
Edit Addresses Enabled?WebsiteAllows the customer to edit addresses saved in their customer account.
Editing Address Disabled Error MessageWebsiteError message shown to customer when address editing is disabled.
Empty Address Book Error MessageWebsiteError message shown to customers in the event that no addresses are found and they are not allowed to edit addresses.
Edit Default Shipping Address?WebsiteAllows the customer to change their default billing address. When disabled the customer's default billing address will be set to the default address in SX.e.
Purge Removed Customer Addresses?WebsiteWhen enabled, customer addresses will be removed from the address book upon login if they no longer exist in SX.e.
← Customer SettingsQuote Settings →
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SalsifyInfor SX/CSD Integration 1.xInfor SX/CSD Integration 2.xShopify
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