First setup checklist
What to set up before you take your first order: store details, look, delivery, payments, products and team.
Updated 2 min read
Before you start
Some steps need the store Owner or an Admin
A short list of what to set up before you start taking orders. Each item links to a step-by-step article where there is one. Most of these are under Settings, at the bottom of the sidebar.
Checklist
- Store details. In Settings → General → General, fill in Site Info (title and tagline), upload your Logo and Favicon, and add your Contact Details (phone, email, address, opening hours). Click Save changes; you'll see "Settings saved".
- Order numbers. On the same page, set an Order number prefix if you want one. The preview shows how numbers will look.
- Your look. In Settings → Storefront, choose your Theme and set up the Header, Home Sections and Footer.
- Delivery. In Settings → Shipping & Delivery, set your Delivery Charges and connect your courier under Delivery Methods. See Connect a courier.
- Payments. Cash on delivery is on from the start. Which other payment methods you can turn on depends on your plan; you manage them in Settings → Payments → Storefront Payment. See Set up payment methods.
- Products. Add your first products in Inventory → Products, then add stock. See Add a product.
- Your domain (optional). Connect your own web address in Settings → Storefront → Domains. See Connect your own domain.
- Your team (optional). Add staff and choose what each person can do in Settings → General → Users. See Add staff and set their access.
- Your account's safety. Turn on the authenticator for two-factor sign-in.
Screenshotsettings-general-site-info
Tips
- A favicon of 512×512 PNG works best.
- If you can't find or open a page you expect, it may not be part of your plan, or your account may not have the permission for it. Owners and Admins can see plans under Settings → General → Subscription.
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