Setup Wizard


Return to the Setup Menu

 

The Setup Wizard is designed to guide you with step-by-step instructions on how to setup your new e-commerce account and open your store for business.

 

To begin the Setup Wizard, click the Get Started button located at the bottom of the page. If you would like to skip over the Setup Wizard, simply click the link beneath the Get Started button.

 

Once you have started the Setup Wizard, you will notice there are 6 sections:

Step 1: Confirm Contact Info

The Confirm Contact Info section is where you make sure all of your contact information is correct and up to date. This is the information your customers will see so it is important to make sure it is correct if your customers need to get in contact with you. If you need to modify your contact info, simply click the Edit Contact Info Link. Once satisfied with your Contact Info, click the Complete This Step button located on the bottom right of the page. Your contact info consists of the following fields:

To move on to Step 2, click the Continue button on the Setup Wizard page.

 

Step 2: Add Products

The Add Products section is where you can create your first products. You will need to create at least 1 product to complete this step. Once you are satisfied with your created products, click the Complete This Step button located on the bottom right of the page. Your product options include the following:

To move on to Step 3, click the Continue button on the Setup Wizard page.

 

Step 3: Choose a Template

The Choose a Template section is where you can select what template to use for the creation of your store. To preview the template, click the image of the template. To choose a template, click the Select button. Once you have chosen a template, click the Complete This Step button located on the bottom right of the page.

 

To move on to Step 4, click the Continue button on the Setup Wizard page.

 

Step 4: Set Up Shipping

The Set Up Shipping section is where you configure your shipping options and is separated into 3 tabs: Ship To Countries, Shipping Carriers and Back Up Rates.

 

The Ship To Countries tab is allows you to select which countries and states/provinces you can ship to. Simply move the country or state/province from one text box to the other to exclude it from shipping to. You can also select the default shipping country on checkout with the drop box located at the bottom of the tab. Click Save and Continue to move to the next tab.

 

The Shipping Carriers tab allows you to set your ship from information and configure different carrier services used for shipping. Simply enter your Ship From info using the provided text fields. Then select the shipping carriers you wish to use. To configure the shipping methods with each carrier, simply click the Edit Shipping Methods link located next to the carrier name. Click Save and Continue to move to the next tab.

 

The Back Up Rates tab allows you to create back up shipping rates in the case that rates cannot be provided from your shipping carrier. Simply enter in the name of your shipping method, the base price, price per pound, minimum shipping price and select whether you would like to make it the default option. Once complete, click Create New. You can also modify or delete your back up rates by clicking Edit or Delete. Click Save and Continue to move to the next tab. Once you have fully configured your shipping options, click the Complete This Step button located on the bottom right of the page.

 

To move on to Step 5, click the Continue button on the Setup Wizard page.

 

Step 5: Set Up Tax

The Set Up Tax section is where you enter any applicable sales tax rates. Requirements vary greatly as to when an online store needs to collect sales tax. Please check with your local government for the latest requirements that may pertain to you and your business. Once you have you are satisfied with your sales tax, click the Complete This Step button located on the bottom right of the page.

 

To add a sales tax, click the Add Sales Tax button. A pop-up will appear with the following options:

 

To move on to Step 6, click the Continue button on the Setup Wizard page.

 

Step 6: Set Up Payments

The Set Up Payments section is where you configure options related to receiving payments and contains 3 tabs: Choose Payment Types, Processor Application and Payment Settings.

 

The Choose Payment Types tab is where you select the type of currency you deal in and the associated currency symbol. Simply enter the symbol into the Currency Symbol field and select your Currency from the drop down box. Click Save and Continue to move to the next tab.

 

The Processor Application tab allows you to submit an application to e-online data. Once your application has been completed, it can be processed and approved. You will be able to access your e-onlindata® application from within your account. If you choose not to apply automatically now, you will be taken to the next step where you can still configure PayPal as a payment method. To submit your application, simply click the checkbox. Click Save and Continue to move to the next tab. For more information, Click Here.

 

The Payment Settings tab is where you can set your payment settings and payment processor.The payment settings allows you to select what types of credit cards you wish to accept as payment. The payment processor options allows you to setup your payment gateway and configure paypal express checkout. Click Save and Continue to move to the next tab.

 

And that's it! Click the Open For Business button and you will be ready to open your store and start selling products!


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