Shopping Cart Set-Up Check List
The following checklist will help in the creation of your store. Each step is in order of necessity and will make the set up faster and easier. Also, some facets of the software may not work if others are not completed for example, shipping will not work if there are no weights in your products and your checkout will not work without a payment method set up.
You will find the basic steps below to setup your online store. This is a brief overview to help you understand the startup concept and order of importance. Follow these steps to prevent mistakes and save time.
1- Major Settings
- Store Settings - Go through all the fields on store settings. You can select the currency, unit of weight and display texts from this page.
- Shipping Origin - Select your shipping origin and check your post code. This will affect your shipping calculations.
- Tax Settings (optional) - For adding a tax surcharge at the checkout create tax percentages.
- Payment Methods - Create payment method(s) accepted within your store. You can set payment options as your last task just before trading.
- Shipping Methods - Select and/or customize the shipping method(s) supported by your store. ie. realtime shipping calculations or custom shipping calculations.
- SMS Options (optional) - Enter mobile number you would like to receive order alerts on.
2- Inventory Settings
- Brands (optional) - Enter all brands used within your store to categorize products.
- Quantity Discount Templates (optional) - Create all possible quantity discount options you will use for products within your store. This will make it fast to import quantity discounts to use for each product when you build your inventory list.
- Variant Templates (optional) - Create all possible variants for every product within your store. ie size, color, gift wrapping etc.
- Categories - Create the category structure of your store. Add main categories, then sub-categories. You need to do this before you add products so you know where to place your products.
- Products - Start uploading your products
3- Design and Layout Settings
- Header & Footer Editor - Insert your logo or custom designed header and footer. Use text or images.
- Columns Editor - Select the column boxes and column layout you wish to display.
- Product and Category Layout (optional) - Customize the number of products and categories you want to display per row.
- Theme Editor - Design your store from scratch with custom graphics or select a pre-created "Theme" including colours, fonts &
background image etc.
- Custom Pages (optional) - Add custom pages and custom column boxes, including your home page information and design.
* For detailed instructions please read the rest of this user manual or watch tutorial movies. You will find these links at the top of your admin panel as well.