General Settings - Article

Overview

The Commerce settings area (Settings → Commerce) provides the core configuration for how purchases, payments, taxation, and transaction documentation operate on your platform.

These settings define how users can pay for training, how legal and tax information is handled, and how order documentation such as invoices or confirmations is generated. Commerce settings affect multiple parts of the platform, including:

• Payment methods
• Checkout behavior
• Storefront display
• Customer types
• Financial reporting
• Tax calculations
• Legal seller entities
• Invoice and confirmation documents

Because these settings affect how users purchase training and how transactions are processed, they should normally be configured during platform setup.

Commerce Settings Tabs

The Commerce configuration is organized into several tabs.

The General tab controls how purchasing and checkout behave across the platform.

General Tab Configuration

The General tab ( (Settings → Commerce → General) contains several configuration areas that control the purchasing experience, storefront behavior, and transaction reporting.

These settings influence:

• How users pay for training
• What information appears in the storefront
• How checkout forms behave
• How financial reporting works

Payment Methods

This section determines which payment options are available when users purchase training.

With the exception of Invoice, which is available by default until other payment methods are configured, most payment options require administrators to first configure a payment gateway under Settings → Third-party integrations. Once a payment provider has been configured, the corresponding payment method becomes available for activation in this section.

Multiple payment methods can be enabled simultaneously, allowing users to choose their preferred option during checkout. Administrators can activate or deactivate payment providers depending on the platform’s commercial setup.

External Payment Gateways

These payment methods require configuration of an external payment provider before they can be activated.

Platform Payment Mechanisms

These payment options are managed directly within the Eurekos platform.

Invoice is the default payment method when the Storefront is activated and is available for both registered and unregistered users. It does not require additional configuration to be active.

Selecting Invoice during checkout allows a user to enroll in a paid training activity without completing payment immediately. Instead, the transaction is recorded and the user can later receive an invoice issued outside the platform or through the platform’s Invoice PDF feature.

Invoice payments do not automatically integrate with an external financial system. The feature simply enables enrollment with deferred payment, allowing administrators to manage invoicing through their existing financial processes.

Users receive immediate access to the training materials after enrollment. Any access restrictions defined for the activity, such as scheduled start dates or enrollment deadlines, still apply.

This payment method is commonly used in B2B scenarios, such as:

• Training sold to companies or partner organizations
• Trusted customers with existing purchasing agreements
• Scheduled instructor-led training where participation can be monitored before the invoice due date

Because access is granted before payment has been received, payment via Invoice is generally not recommended for B2C scenarios or digital products sold directly to individual consumers.

Once at least one other payment method has been configured, administrators can choose to deactivate Invoice while still maintaining a functional checkout flow in the Storefront.

💡 Technical tip

Invoice handling can be integrated with external financial systems through the Eurekos Open API, allowing organizations to automate invoicing according to their accounting workflows. Alternatively, invoice-based enrollments can be exported from the Transactions report (Analytics → Transactions) and imported into a financial system for processing.

For integration support, contact the Eurekos Service Desk.

Advanced Configuration

If Payment methods on activity level is enabled, administrators can configure which payment methods are available for individual activities.

Once enabled, an additional configuration option appears in the activity settings, allowing administrators to define which payment options apply to each training offering. This makes it possible to tailor payment methods depending on the type of activity, audience, or commercial model.

For example, instructor-led programs or enterprise training agreements may allow invoice payments, while lower-priced digital courses may only accept credit card payments. These decisions can also be combined with storefront audience controls to further tailor the purchasing experience for different user groups.

This option provides greater flexibility in scenarios such as:

• Restricting payment methods for specific courses
• Allowing invoice-only purchases for enterprise or partner programs
• Supporting different payment methods for different regions or markets

By configuring payment methods at the activity level, administrators can align purchasing options with the intended pricing strategy and audience for each offering.

Finance Management & Reporting

The Market Value option allows administrators to assign a reference value to training activities. When enabled, an additional configuration field becomes available in the activity settings where administrators can define the estimated value of the training.

This value represents the perceived or estimated market price of the learning experience, rather than the actual price charged to participants. The value can be used even when the activity itself is offered for free, included in a subscription, or provided through organizational access.

Enabling this option also activates additional reporting capabilities, allowing administrators to analyze and demonstrate the overall value of training delivered through the platform.

Market Value can be useful for purposes such as:

• Reporting—Track the total value of training delivered to individuals, teams, or organizations
• Demonstrating training value—Show the estimated financial value of learning provided through programs, subscriptions, or internal academies
• Internal learning analytics—Measure learning investment and compare training value across departments or initiatives

For example, an organization may offer a course internally at no cost to employees but assign a market value equivalent to what the training would cost commercially. Reports can then show the total training value delivered across the organization over time.

The Market Value setting does not affect the purchase price of an activity and is not visible to learners during checkout. It functions solely as a reference metric used for analytics, reporting, and demonstrating the impact of training programs.

Customer Types

Customer types allow administrators to distinguish between different categories of buyers during the purchasing process. This helps tailor the checkout experience, payment options, and billing information to match how different audiences typically purchase training.

When enabled, users will be asked to select their customer type during checkout. The selected type determines which fields appear in the enrollment form and which payment methods are available.

Typical customer types include:

• Private—Individuals purchasing training for personal use
• Company—Organizations purchasing training as/for employees
• Government institution—Public sector organizations with specific procurement requirements

Each customer type can have its own set of allowed payment methods, allowing administrators to align payment behavior with the expectations of different audiences. For example:

Customer types also influence the information collected during checkout. Depending on the selected type, additional fields may be required, such as:

• Company name
• Company registration number
• Purchase order (PO) reference
• Billing contact details

This makes it possible to support different purchasing workflows within the same platform. For example, individual learners may complete purchases immediately using card payments, while companies may provide purchase order information and receive an invoice.

Customer types are therefore closely connected to payment methods and enrollment configuration, allowing administrators to support both B2C purchasing models and B2B training agreements within the same storefront.

By configuring customer types carefully, organizations can create a checkout experience that aligns with how their different audiences typically buy and manage training.

Agreements

The Display acceptance of Terms of Use and Privacy Policy option controls whether users must explicitly confirm acceptance of legal terms during checkout.

To use this feature, the following pages must be configured in Settings → Links:

• Terms of Use
• Privacy Policy

The Terms of Use and Privacy Policy are always displayed as links on checkout pages. This setting determines whether users must actively confirm acceptance before proceeding.

When enabled, the checkbox appears on:

• Activity checkout page
• Additional product checkout page
• Subscription checkout page

General recommendation:

• Enable this option if you want users to explicitly confirm acceptance of legal terms for every purchase or enrollment. This is common in B2C storefronts
• Leave it disabled as acceptance of legal terms is already collected during user account creation or onboarding, which is typical in B2B environments

Organizations can enable this option if they want to enforce explicit acceptance for every transaction. Consult with legal advisors if in doubt.

Price Format

The Price format setting controls how prices are displayed across the platform. It allows administrators to define how the currency and numeric formatting appear to users. When enabled, these settings override the default regional formatting and ensure that prices are displayed in the enforced format throughout the platform.

Currency Display

You can choose how the currency is displayed relative to the price value.

Decimal and Thousands Separators

You can also enforce how numbers are formatted by defining the decimal and thousands separators.

Enrollment Options

The Enrollment options control how users enroll in training activities and how much information is required during the enrollment process.

These settings primarily affect the checkout experience, particularly when the platform offers a mix of free and paid activities. Administrators can configure these options to balance simplicity for learners with the information required for billing, logistics, or reporting.

Carefully configuring enrollment behavior helps ensure that users can enroll easily while still collecting the information needed for commercial transactions or operational processes.

Simple Enrollment Flow For Free Courses

When this option is enabled, users can enroll in free activities without going through the full checkout process. Instead of completing additional form fields such as address or billing information, the user is enrolled immediately after clicking the enrollment button.

This configuration is particularly useful for platforms that offer a mixed storefront, where both paid and free activities are available.

In such cases, requiring users to complete checkout-style forms for free training can create unnecessary friction. Because users are already registered and no payment processing is required, asking for additional information can become an obstacle that discourages participation.

Enabling the simple enrollment flow helps:

• Reduce friction in the learning experience
• Increase enrollment rates for free courses
• Prevent user fatigue caused by unnecessary form fields
• Provide a smoother experience for internal academies or open learning libraries

The standard checkout process will still apply for activities that require payment.

Delivery To Alternate Address

This option enables an additional address field during checkout, allowing users to specify a delivery address different from their billing or profile address.

This is primarily used when training programs include physical components, such as:

• Printed course materials
• Certification documents
• Learning kits or equipment
• Event materials for instructor-led training

By enabling this option, administrators allow users to provide a separate delivery address during enrollment, ensuring that materials are shipped to the correct location.

For fully digital training platforms that do not ship physical materials, this option is typically not required and can remain disabled.

Considerations:

Enrollment options influence how streamlined or structured the purchasing experience feels for learners.

Platforms focused on digital learning and internal training often prioritize simplicity by reducing unnecessary steps in the enrollment process. Conversely, organizations delivering paid programs, instructor-led training, or physical materials may require more detailed checkout information.

By configuring enrollment options appropriately, administrators can create a purchasing experience that matches the platform’s learning model while maintaining a smooth and efficient user journey.

Storefront Configuration

The Storefront configuration settings control how training activities are presented to users when they browse the catalog. These settings influence both the visual presentation of activities and the information available to learners during discovery and evaluation.

By configuring these options, administrators can determine which information appears in activity listings, search results, and filters, helping users quickly understand what a training activity offers and whether it is relevant to them.

These settings also affect the overall storefront browsing experience, including how activities can be filtered, searched, and compared.

Activity Information Display

Administrators can choose which activity details should be visible in the storefront. Enabling or disabling these elements determines how much information users see while browsing the catalog.

These elements are typically shown in activity cards or listings, allowing users to quickly scan multiple offerings while browsing the storefront.

Price Display Configuration

Administrators can also configure how pricing information appears in the storefront.

Price visibility influences how users evaluate training before opening an activity page and can be aligned with the organization’s commercial strategy.

Keywords and Tags

Keywords and tags help structure and organize training activities in the storefront.

Tags often form the foundation of storefront filters, allowing users to narrow down available training options.

Group Child Tags By Vocabulary

This option organizes tags into structured groups based on the vocabulary they belong to.

For example, tags might be grouped under categories such as:

• Topic
• Industry
• Skill level
• Department

Grouping tags by vocabulary helps improve the storefront navigation experience by presenting filters in a more structured way. Instead of showing a long list of tags, users see organized filter groups, making it easier to refine their search and find relevant training.

Intuitive browsing experience

The storefront is the primary discovery interface for learners exploring available training. The information displayed in activity listings influences how easily users can:

• Understand what a training activity offers
• Compare different learning options
• Identify relevant courses
• Decide whether to enroll

Providing clear and relevant information in storefront listings helps create a more intuitive browsing experience, improves course discoverability, and can increase enrollment rates.

By carefully selecting which information elements appear in the storefront, administrators can balance clarity, usability, and visual simplicity while supporting different types of training catalogs.

SEO Configuration

The SEO configuration allows administrators to define how the storefront appears in search engine results. These settings help search engines such as Google understand and index the platform storefront, improving the visibility of the training catalog when users search for relevant topics online.

Search engines use specific metadata to display a webpage in search results. The SEO configuration allows administrators to control this information for the storefront homepage.

Properly configured SEO settings can help:

• Increase the discoverability of the training platform
• Improve how the storefront appears in search engine results
• Provide users with a clear description of the training catalog before they visit the platform

These settings primarily affect external search engine visibility, rather than the internal search functionality within the platform.

SEO Title

The SEO title defines the title that appears in search engine results and browser tabs when users visit the storefront.

Search engines typically display this title as the main headline of the search result.

A well-written SEO title should clearly describe the purpose of the platform and the type of training available.

Example:

Online Training Catalog | Professional Courses and Certifications

A clear title helps potential learners quickly understand what the platform offers when they encounter it in search results.

Meta Description

The Meta description provides a short summary of the storefront that may appear under the SEO title in search engine results.

This description helps users decide whether to visit the platform when they see it listed in search results.

A good meta description typically:

• Summarizes the type of training available
• Highlights the value of the learning platform
• Encourages users to explore the catalog

Example:

Explore professional training courses, certifications, and learning programs designed to build skills and support career development.

Search engines may sometimes adjust the description automatically depending on the user’s search query, but providing a well-written meta description helps guide how the platform is presented.

Best Practice

For best results:

• Keep the SEO title concise and descriptive
• Use keywords related to the type of training offered on the platform
• Write a meta description that clearly explains the value of the learning catalog

This helps search engines correctly interpret the storefront and improves the likelihood that potential learners will click through to explore the training catalog.

Automation

When enabled, administrators receive email notifications whenever a new purchase occurs. The notification includes a copy of the order confirmation and payment details and is sent to the configured recipient email address.

This option can be particularly useful during initial platform configuration or testing, allowing administrators to verify that the purchasing flow, confirmation emails, and transaction details are working as expected.

For platforms that actively sell training through the storefront, payment notifications can also provide immediate visibility into commercial activity, allowing administrators or operational teams to respond quickly when purchases occur. This is especially relevant when the invoice payment method is used, as administrators may want to receive notifications so they can follow up with invoicing.

For high-volume platforms where transactions occur frequently, administrators may prefer to monitor activity through reporting tools instead of relying on individual email notifications. Transactions can be reviewed through:

• Transactions overview (Course Administration → Transactions)
• Transactions report (Analytics → Transactions)

These reporting tools provide a consolidated overview of transactions and are generally more practical for ongoing operational monitoring.

An additional option allows administrators to exclude free enrollments from the notification flow. When enabled, email notifications are only sent for transactions that involve a payment, helping reduce unnecessary notifications and keeping the transaction insight focused on revenue-generating activity.

On-Demand

The On-demand option allows users to express interest in training activities that are not currently scheduled or available for enrollment.

When enabled, the platform can present users with the option to request a session or express interest in a training activity instead of enrolling immediately. This is particularly useful for activities that are delivered instructor-led or scheduled periodically or upon request.

How It Works

When On-demand functionality is enabled, training activities gain an additional option: On demand. This allows the activity to be connected to the system contact form or a custom questionnaire, enabling you to collect relevant information such as location, number of participants, and products of interest.

This information helps you follow up with the customer and creates a feedback loop between learner demand and training delivery. The feature enables a recipient email to receive these requests.

Common use cases that can help determine when to enable this feature include:

• Instructor-led training – Organizations offering classroom or live online training may schedule sessions only after enough participants have expressed interest
• Enterprise or partner training – Companies delivering training to partners or customers can collect requests before committing resources to running a session
• Specialized or advanced courses – Some training programs are offered less frequently and may only run when there is sufficient demand
• New training programs – Before launching a new course, organizations can use demand signals to validate learner interest

Learner Experience

From the learner’s perspective, the storefront may present an option such as Request training or Notify me when available when a course does not currently have open sessions. This allows users to register their interest instead of leaving the platform without enrolling.

Administrators can use these insights to determine whether to schedule additional training sessions or expand the overall program offering. For more details, explore the related articles on this topic.