Account Setup - Checklist

STEPS

DESCRIPTION

STATUS

Catalog

Shopify 

• Make sure your catalog includes UPCs and SKUs

• All products must have a unique barcode and SKU

No Shopify account

• Create a CSV catalog (found here)

☐

Operating 

Procedures

Work with your eCommerce Expert to develop operating procedures that are specific to your needs

• Figure out a format:

  • Step-by-step

  • Hierarchical 

  • Flowchart

• Think about your goals for these procedures

You can use the form provided here or create your own document.

☐

ShipGenius

An account setup email will be sent by ShipGenius once your catalog is received.

• Set up your ShipGenius account

• Sync your Shopify account (if you have one)

☐

Inventory

Send inventory to our Distribution Center (checklist here)

• Make sure all products are labeled with the necessary information

• Make sure all products are packed appropriately

☐

Test Order

Run a test order (instructions), or a few, to ensure all components are ready and working

• Make sure your inventory has been inbounded by the Distribution Center

• Make sure you under how billing works (including sales tax)

☐