# Tour the Settings sections

> A guided walk through every section of the Settings screen — what each one decides, which switches matter, and where to go deeper.

Source: CBX documentation, version 3.x (released). Canonical page: https://docs.configbox.at/docs/admin-guide/settings/tour-the-settings-sections. Last updated 2026-08-11.

---
> **Audience:** store admins · **Scope:** every section of the Settings screen · **Last reviewed:** 2026-08-03

**What this does** — The [Settings](https://docs.configbox.at/docs/admin-guide/settings/) screen is one long form of collapsible sections
holding the store-wide defaults. This article walks **all of them**, in the order they appear:
what the section decides, the switches worth knowing, and where to read more. Anything set here
is the *default* — many of these can be overridden per product.

Open **Settings** in the CBX menu and expand the section you need:

![The Settings screen](img/settings.jpeg)

## Which section do I need?

The sections fall into five jobs. Find your job, then jump to the section.

```mermaid
flowchart TD
  Q["What are you changing?"] --> SELL["What the customer\nsees and does"]
  Q --> MONEY["Money and\npaperwork"]
  Q --> WORDS["Wording and\nlanguages"]
  Q --> HOUSE["Housekeeping"]
  Q --> TECH["Technical"]
  SELL --> S1["Configurator · Selection overview\nBlock Headings · Reviews"]
  MONEY --> S2["Checkout · Invoicing"]
  WORDS --> S3["Languages · Custom Fields"]
  HOUSE --> S4["Maintenance · License Key"]
  TECH --> S5["Connectors · Geolocation\nStructured Data · Analysis · AI Assistant"]
```

| Section | Decides |
|---|---|
| [Languages](#languages) | Which languages the store runs in |
| [Checkout](#checkout) | How the cart and checkout behave |
| [Invoicing](#invoicing) | Whether and when invoices exist |
| [Reviews](#reviews) | Whether customers may review products |
| [Configurator](#configurator) | How the configurator pages navigate and look |
| [Block Headings](#block-headings) | The headings above the storefront blocks |
| [Selection overview](#selection-overview-on-configurator-pages) | How detailed the live price summary is |
| [IP Geolocation tracking](#ip-geolocation-tracking) | Guessing a visitor's country from their IP |
| [License Key](#license-key) | Your CBX licence |
| [Custom Fields](#custom-fields) | The labels of your own extra fields |
| [Maintenance](#maintenance) | How long abandoned data is kept |
| [Connectors](#connectors) | Payment and shipping connector setup |
| [Structured Data and Google Analytics](#structured-data-and-google-analytics) | SEO markup and ecommerce tracking |
| [Analysis and Debugging](#analysis-and-debugging) | Asset loading and profiling |
| [AI Configurator Assistant](#ai-configurator-assistant) | The chat advisor on the storefront |

## Languages

The shop-wide language setup:

- The store's **active languages** — every translatable field (titles, headings, answers) then
  shows one input per language — and the **Shop Manager default language** for the back office.
- For convenience, the **Currencies**, **Tax Classes**, **Salutations** and **Customer Groups**
  managers are embedded right here, so you can reach them without leaving Settings.

## Checkout

How the cart and checkout behave, and what the customer is asked for.

![The Checkout section](img/settings-checkout.jpeg)

| Setting | What it does |
|---|---|
| **Product List for continue shopping** | The product list customers return to from "continue shopping" links |
| **Default Customer Group** | The group a brand-new customer lands in |
| **Default Country** | The country assumed when detection fails or is unavailable |
| **Secure Checkout** | Routes checkout over an encrypted connection (needs SSL on the server) |
| **Disable Shipping** | Turns shipping off across the system — the shipping screens disappear with it |
| **Show SKU in checkout record** | Shows product and option SKUs in checkout, notification emails and the order record |
| **Preselect newsletter opt-in** | Ticks the newsletter box for the customer on every form |
| **Show delivery address fields by default** | Expands the delivery address form; customers can choose "same as billing" to hide it |
| **Show recurring customer login** | Offers a login form on quotation-request and save-order forms |
| **Explicit agreement to terms** | Requires ticking the terms before an order can be placed |
| **Explicit agreement to refund policy** | Same, for the refund policy |

The two **explicit agreement** switches are the ones to check against your local consumer law
before going live.

## Invoicing

Controls whether and when invoices exist:

- **Invoices on/off**, and **when they generate** — automatically **on order**, automatically
  **after payment clearance**, or **manually** (you upload the PDF). This choice decides which
  invoice actions appear on each order.
- **Email delivery** — whether a released invoice is emailed to the customer automatically.
- **Invoice numbering** — the **prefix** and the **starting number** for your invoice series.

The mode you pick here is exactly what [process an order](https://docs.configbox.at/docs/admin-guide/orders/process-an-order) reacts
to when it shows (or hides) the invoice buttons.

## Reviews

Two settings: whether **customers may review products** at all, and the **email address** that is
notified when a new review arrives. The product-level switch on each product form overrides the
store-wide one, so you can allow reviews generally and suppress them on a single product.

Reviews you receive are moderated on the **Reviews** screen.

## Configurator

How configurator pages navigate and what they show.

| Setting | What it does |
|---|---|
| **Show page navigation using tabs** | Page tabs above the questions |
| **Show page navigation with next and previous buttons** | Next/previous buttons below the questions |
| **Block continuing if selections are missing** | Disables next/finish while required questions are unanswered — overridable per product |
| **Show cart button only on last page** | Keeps the cart button off the intermediate pages |
| **Display conversion table** | A currency conversion table below the currency block |
| **Default Product Image** | Used in lists wherever a product has no image of its own |
| **Show internal question names in backend** | Useful when several questions share a title |
| **Show internal answer names in backend** | The same, for answers |
| **Weight Unit** | The unit shown wherever weights appear |

The two **internal names** switches only change the *back office*. Turn them on while building a
big configurator — telling three questions called "Colour" apart is much easier with their
internal names visible.

## Block Headings

The headings above the five storefront blocks — **Cart**, **Currencies**, **Navigation**,
**Price Overview** and **Visualization**. Each is translatable, so you get one input per active
language. Leave one empty to fall back to the built-in heading.

## Selection overview on configurator pages

Controls how detailed the live **price summary** beside the configurator is — the running
breakdown the customer watches while choosing.

![The Selection overview section](img/settings-selection-overview.jpeg)

The section itself holds the settings that apply to both overviews:

| Setting | What it does |
|---|---|
| **Overview to show first** | Which of the two overviews leads, regular or recurring |
| **Show delivery option** | The delivery line in the summary |
| **Show payment option** | The payment line |
| **Show net in B2C mode** | Net amounts even in a gross-priced B2C store |

Below it, **Regular Prices** and **Recurring Prices** repeat the same eight switches, so a
subscription product can show its recurring breakdown at a different level of detail than its
one-off prices — see [charge recurring prices](https://docs.configbox.at/docs/admin-guide/pricing/recurring-pricing):

| Setting | What it does |
|---|---|
| **Show overview** | The overview as a whole |
| **Show Prices** | Prices, as opposed to a plain list of selections |
| **Show Configurator Pages** | Group the lines by configurator page |
| **Expand Configurator Pages** | Whether those groups start open |
| **Show questions** | The question titles |
| **Show question prices** | A price per question |
| **Show taxes** | The tax lines |
| **Show cart button** | A cart button inside the overview |

Turn detail up while you're testing pricing, down for a cleaner storefront. Products can also
override the overview detail individually.

## IP Geolocation tracking

Guesses a visitor's country from their IP so the store can preselect it. Choose the
**Geolocation Service Type** — a **local file** or the **MaxMind web service** — and, for the
web service, enter your **MaxMind User ID** and **License Key**.

This only ever *preselects*; the customer can always change their country.

## License Key

Your **License Key**, plus **License Manager Satellites** for multi-site licences. If CBX starts
reporting licence problems after a domain change, this is the first place to look.

## Custom Fields

CBX gives you spare fields on products, questions, assignments and answers. This section names
them — a field stays hidden until you give it a label here.

![The Custom Fields section](img/settings-custom-fields.jpeg)

| Slots | Where they appear |
|---|---|
| 6 product fields | The product form |
| 4 question fields + a translatable one | The question form |
| 4 assignment fields | Product-to-list assignments |
| 6 answer fields | The answer rows |

Label a field and it appears on that form; blank the label and it disappears again — the stored
values are kept either way. Templates read these to print your own data on the storefront.

## Maintenance

How long CBX keeps data that never turned into an order.

![The Maintenance section](img/settings-maintenance.jpeg)

| Setting | What it does |
|---|---|
| **User Lifetime** | How long unregistered users without orders are kept |
| **Unordered Orders Lifetime** | How long abandoned (unordered) orders are kept |
| **Maintenance Intervals** | How often the cleanup runs |
| **Old Alias Lifetime** | How long old URL aliases still redirect — set this to your search engine's re-indexing interval, 28 days if unsure |

The first two are a housekeeping *and* a privacy control: they decide how long an abandoned cart
with a visitor's data survives.

## Connectors

The setup for **payment and shipping connectors** — each connector contributes its own settings
here once it is enabled, so what you see depends on which connectors your store uses.

## Structured Data and Google Analytics

Two related jobs, SEO markup and ecommerce tracking.

| Setting | What it does |
|---|---|
| **Show Structured Data on Shop-Pages** | Emits product structured data for search engines |
| **Where should the system show product structured data** | Which pages carry it |
| **Use Google Analytics Ecommerce Tracking** | Basic ecommerce tracking |
| **Property Tracking ID** | Your GA property |
| **Conversion tracking for offline payments** | When an offline payment (bank transfer, invoice) counts as a conversion |
| **Use Google Analytics Enhanced Ecommerce Tracking** | The richer enhanced-ecommerce events |

## Analysis and Debugging

Asset loading and profiling. These are the switches to reach for when the storefront misbehaves
after a customization.

![The Analysis and Debugging section](img/settings-debugging.jpeg)

| Setting | What it does |
|---|---|
| **Enable profiling for selection XHR calls** | Times the calls the configurator makes on every selection |
| **Use minified CBX Javascript files** | Serve minified JS |
| **Use minified CBX Stylesheet files** | Serve minified CSS |
| **Use assets cache buster query string** | Appends a version to asset URLs so browsers pick changes up |
| **Loading method for requirejs** | How the script loader is attached to the page |

Turning the two **minified** switches off serves the readable sources — the usual first step when
a developer needs to debug the storefront. Turn them back on for production: minified assets are
what your customers should be downloading.

## AI Configurator Assistant

The chat advisor that helps visitors through the configurator. It needs an **Anthropic API key**
before the panel appears at all.

![The AI Configurator Assistant section](img/settings-ai-assistant.jpeg)

| Setting | What it does |
|---|---|
| **Enable the chat advisor** | Shows the panel on configurator pages and on the cart |
| **Anthropic API key** | The key the store uses to reach the Claude API — it never reaches the browser |
| **Model** | Smaller models are cheaper and faster; larger ones advise better |
| **Model for the journal analysis** | Used for the lessons and Insights reports, which run rarely |
| **Persona** | Neutral advisor, sales agent, or technical consultant |
| **Greeting** | The panel's first message; empty means the default |
| **House rules for the assistant** | Your own instructions — shop facts, what to emphasise, what never to promise |
| **Assistant may add the configuration to the cart** | Off means it advises and selects, the visitor completes the purchase |
| **Assistant may navigate the configurator** | Lets it switch pages and scroll to a question |
| **Assistant may change the cart** | Lets it change a line's quantity, remove it, copy it or reopen it — the same things the cart's own buttons do. It always asks before removing |
| **Messages per visitor per hour** | A lid on API spend |
| **Keep the diagnostic journal** | Records conversations for the [Conversation Journal](https://docs.configbox.at/docs/admin-guide/ai-assistant/) |
| **Also write the journal to a log file** | Mirrors each turn into a log file as well; off by default |
| **Delete journalled conversations after (days)** | The journal stores what visitors typed — this is the retention limit |
| **Analyse finished conversations** | Lets the scheduled task write the lessons-learned review |
| **Contact name and email address** — for catalog & marketing, the product owner, the developer, the software vendor, and unhappy visitors | Who each group of the assistant's recommendations is sent to. Leave a group empty and nothing breaks; only its send button is disabled. See [Work the recommendations](https://docs.configbox.at/docs/admin-guide/ai-assistant/send-recommendations-to-your-team) |

Two of these deserve a deliberate decision rather than a default. **The API key is a spending
credential** — anyone holding it can spend on your account. And **the journal stores what
visitors typed**, so the retention setting is a privacy decision, not just housekeeping.

## Good to know

- Most Settings entries take effect immediately — change, reload the storefront, verify.
- Feature switches (shipping, invoicing, reviews) **hide whole areas** of the admin and storefront
  when off; if a screen an article mentions is missing, check its switch here first.
- On WordPress an extra **Wordpress URLs** section appears at the top, holding the URL segments
  for the cart and account pages.
- Two related screens sit beside Settings: [Store Information](https://docs.configbox.at/docs/admin-guide/settings/keep-store-information-current)
  (your company identity on documents) and [Customer Fields](https://docs.configbox.at/docs/admin-guide/settings/tailor-the-customer-fields)
  (which personal data each flow collects).