E-Commerce Worksheet

Setting up an e-commerce website is an incredibly intricate and time-consuming process that involves a lot of configuration. We need to understand EXACTLY how you want your store to function and this worksheet is designed to help you determine that. Each of the different configuration options is listed and grouped by section. Please complete all required fields so we'll have what we need to get started building your shop.

Contact Information

Name *

First

Last *

Last

Company / Organization *

Email *

General Shop Configurations

General Options

What is your base location (corporate headquarters)? *

NOTE: Please include country and state/province

Are you going to sell to buyers outside the United States? *

Yes

No

Please list all of the countries you want to sell to *

Cart, Checkout and Accounts

Do you want to enable the use of coupons? *

Yes

No

Do you want to enable guest checkout (no website account required)? *

Yes

No

Do you want to allow the customer to add a note/comment during checkout? *

Yes

No

Do you want to allow users to register with your website on the checkout page? *

Yes

No

NOTE: Registering with your site will allow users to create an account that they can use to save time when buying from you again. Information such as their billing and shipping address, as well as order history will be preserved to streamline the checkout process during their next transaction.

Do you want to allow users to register with your website on the "My Account" page? *

Yes

No

NOTE: Enabling this option will allow visitors to create an account with your website prior to actually purchasing a product or service.

When users register with your site do you want their email address to be used as their username? *

Yes

No

Do you want to allow customers to repurchase orders from their account page? *

Yes

No

Catalog

General Options

How do you want the products to be sorted by default? *

How do you want the category page to be displayed? *

How do you want the shop page to be displayed? *

Do you want the user to be redirected to the cart page after adding a product to their cart? *

Yes

No

Product Data

Which of the following fields (product attributes) do you want to enable on the "edit product" screen? *

SKU

Weight

Dimensions

None of the above

NOTE: Please check all that apply.

Which weight unit will you use in your store? *

Do you want to show the weight and dimensions information on the Additional Information tab? *

Yes

No

Which dimensions unit will you use in your store? *

Do you want to enable ratings (stars) on product reviews? *

Yes

No

Inventory

Do you want to enable stock management? *

Yes

No

How many minutes do you want to hold stock for unpaid orders that are pending? *

NOTE: Click in the field above and type a new value to replace the default one of 60 minutes.

Do you want to enable low stock notification emails? *

Yes

No

Do you want to enable out of stock notification emails? *

Yes

No

To what email address do you want stock notification messages sent? *

What number do you want to set for the low stock threshold *

NOTE: Only numeric values are acceptable in this field.

Do you want to hide out of stock items so they don't show in the store? *

Yes

No

Which stock display format do you want to use? *

Tax

Do you want to enable taxes and tax calculations? *

Yes

No

NOTE: The following article from QuickBooks is an excellent resource to help you determine whether or not you should collect sales tax: Do I Need to Collect Sales Tax? If so, How Much?

Will prices be entered with tax? *

Yes, I will enter prices inclusive of tax

No, I will enter prices exclusive of tax

How do you want the system to calculate tax? *

Based on customer shipping address

Based on customer billing address

Which shipping tax class do you want to use? *

Will you charge sales tax on shipping? *

Yes

No

NOTE: The following article from TaxJar is an excellent resource to help you determine whether or not you should collect sales tax on shipping charges: Is Shipping Taxable?

Shipping

Do you want to enable real-time shipping calculations? *

Yes

No

Do you want to enable the shipping calculator on the cart page? *

Yes

No

Do you want to hide shipping costs until an address is entered? *

Yes

No

How do you want to display the different shipping methods available? *

Radio buttons (show all options on the screen at once)

Select/dropdown box (Click on a down arrow to be shown a list of all the options)

Do you only want to ship to your customers' billing address? *

Yes

No

Do you want to ship to your customers' billing address by default? *

Yes

No

Do you want to collect your customers' shipping address even when it's not required for order fulfilment? *

Yes

No

Which of the following shipping methods do you want to offer? *

NOTE: Please check all that apply.

Which of the following shipping companies do you want your store to integrate with?

Payment Options

Which of the following payment methods do you want to allow in your online store? *

NOTE: Please check all that apply.

IMPORTANT NOTE: We will need your PayPal username and password in order to connect your new e-commerce website with the payment gateway. Please contact us VIA PHONE to provide this information. DO NOT send it to us through email.

Emails

What "From" name do you want to use for emails that are sent pertaining to customers' orders? *

What "From" address do you want to use for emails that are sent pertaining to customers' orders? *

Comments / Additional Information

NOTE: Please use this field to include any other instructions or information that would be helpful in building the online store to your exact requirements.

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