E-Commerce Worksheet

Please help us build an online store that's just right for you by answering the questions below.

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

First
Last

General Shop Configurations

General Options

NOTE: Please include country and state/province

Cart, Checkout and Accounts

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

Catalog

General Options

Product Data

NOTE: Please check all that apply.

Inventory

NOTE: Click in the field above and type a new value to replace the default one of 60 minutes.
NOTE: Only numeric values are acceptable in this field.

Tax

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?
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

NOTE: Please check all that apply.

Payment Gateways

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

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.