View what's in this topicConsiderations when creating a new store in uStore
Summary: This article looks at the topics to consider when creating each new online store. With this information, you will be sure to gather all the relevant information from to configure the store to meet the customer's needs.
Audience: customers who have purchased XMPie uStore, and specifically those users who are responsible for creating new online stores. Channel partners and support staff who are involved with installation, will also find this article a useful reference.
Overview
For every new online store that you create, there are a number of different options that you need to consider. This article serves as a checklist of the items to discuss with your end customer so that you have all the necessary information to quickly and efficiently create their online Storefront.
New online store checklist
The following is a checklist of the types of things to ask your customer and to have on hand when you create a new online store with uStore.
General
Store name? ___________________________________________________________
What type of store?
Business to Business (password protected).
Business to Consumer (customers able to browse without login).
Custom uStore Connect (integrating with another shopping application).
What will be the URL to the store? _________________________________________
Is this a new domain name that needs to be registered? __________________
Who will manage the registration and DNS? ____________________________
Will SSL be required? ______________________________________________
What branding / skin changes are needed? ___________________________________
Will the standard email confirmation messages be suitable? _____________________
What languages will be used in the storefront? ________________________________
Are there any custom texts required? (Header/footer/welcome text/order confirmation text/etc. Refer to uStore Help, "Determining Store Appearance" section.) ______
Will custom help files be needed? __________________________________________
Will previews be JPG or PDF? ______________________________________________
Will the end user have to approve the proof? _________________________________
Will the end customer use USAData for recipient lists? __________________________
Will there be a contact person for help/assistance? ____________________________
Will you use LivePerson Chat?______________________________________________
Will you use Google Analytics?
Registration
Will customers be able to self-register?
Will customers need to agree to terms and conditions when they register? __________
Will any custom information need to be captured at registration? _________________
Will there be different user groups (e.g. sales/marketing) with access to different product groups? ____________________
Will there be an order approval process? (For example: A manager from the customer's company has to approve orders before they are submitted.) _____________________
Will there be a Store Operator? (For example: An administrator from the customer's company to manage users or order approvals.) ________________________________
What password security measures need to be setup? ___________________________
Pricing
What currencies will be accepted? __________________________________________
What clearing (payment) methods will be used?
Invoice
Cost centre / budget centre
Credit card
If credit card, which payment gateway and who's merchant account?
Will pricing be shown or hidden? ___________________________________________
Will shipping be shown or hidden? __________________________________________
Will custom invoices/receipts be needed (eg different branding or company/business number)? ______________________________________________________________
Shipping
What type of shipping methods will be used?
Shipping
Mailing
FedEx
UPS
Custom _________________________________________________________
Will you enable split shipping? (Shipping to multiple addresses?) __________________
What are the shipping prices? Will there be mark up? ___________________________
What countries will shipping be available to?__________________________________
Back-end decisions
Which uProduce user credentials will uStore use to access the production server? ___
Will a separate uProduce Account and/or user be required for the store? (eg to allow the customer to upload variable document templates to the production server in isolation to other accounts) _______________________________________________
Will there need to be any API development?
Single sign-on from customer intranet
Export of order details to customer MIS system
Update of inventory stock levels to/from customer MIS system
Custom credit card clearing
Other __________________________________________________________
Will there need to be any custom HTML user controls? __________________________
For additional information, see Configuring initial settings after uStore installation.
Created by: Steve Couch, last updated: July 22, 2013