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Your Store
Name:
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1.
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E-Commerce
Software
We will recommend
the best solution based on the product line and shipping needs.
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2.
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Type of Sale
___Retail (sale to end user)
___Wholesale, business-to-business (to resellers or manufacturers)
___ Desire to do both
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3.
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Products
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Type of Products:
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How many products (separate SKU numbers)
do you plan for your store? _____.
Do these SKU
numbers represent different colors or sizes for the same product?
Yes___ No___
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Options (color, size, etc. in a drop-down
menu).
This number of products ______ has an average of ___ options each.
Did you count each of the options as a different product above?
___Yes ___No
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4.
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Product Photos
A substantial part of the cost of developing a store is in preparing
the product photos. But, of course, they are often what motivate
people to purchase. How will you acquire and submit to us the
pictures and descriptions of your product line you are selling.
It is crucial that this process be streamlined and efficient to
minimize time and costs for yourself.
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Number of product photos ________
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Format: ___Prints ___Transparencies ___Digitized
(scanned)
___Web Ready (digitized, sized, optional border, JPEG or GIF format)
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5.
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Product Information
Format
Typical product information needed: SKU, Product Name, Product
Description, Weight, Price, Picture File Name, Category, Subcategory,
Related product SKUs for cross-selling, color/size option of SKU,
other descriptive fields.
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Database Format
__Not currently in database or spreadsheet __Excel __FileMaker
Pro __Access __FoxPro __Sybase __Oracle __Other_________________
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6.
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Categories
of Products
The larger the store, the more categories you'll need. Site menus
and search engines use these categories to group products so shoppers
can find them quickly. We'll need a list of these from you. You'll
also need to put the category and subcategories in fields in your
database.
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Number of Main
Categories or "Departments" ______
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Total
number of Subcategories in all "departments _____
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7.
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Give us your
Product Page Layout(s)
Show preferred placement of: (1) ex. Product photo, (2) ex. Product
name, (3) ex. Product SKU, (4) ex. Product description, (5) ex.
Price, and (6) ex. Order button.
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8.
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Shipping
Methods you will use
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Shipping
Options Offered
___Ground ___2nd Day ___Overnight
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Carrier:
___UPS ___FedEx ___Airborne ___Postal Service __Other
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Shipping
Calculation Methods you will use
___Disable shipping calculation
___Link to UPS or other shipper shipping cost calculator (not
available with ShopSite)
___Flat Rate for all items (e.g., up to three books for $8)
___Price Threshold (e.g., $8 for orders between $25 and $50)
___Weight Threshold (e.g., $8 for orders weighing between 10 and
12 pounds
___Shipping Price specified for Each Item (useful for items with
special packing or crating)
___Other
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Shipping
Areas or Zones
(6 included at no extra charge). Many merchants start with UPS
zones and then average them so there are 3 or 4 zones for the
continental US or other major market area. In the US, you will
probably also have zones for Canada, and Alaska/Hawaii. For international
customers state: "We will calculate the exact shipping amount
and charge it to your card prior to shipping."
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9.
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Sales Tax (one state table at no extra charge)
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States or Counties
where collection is required
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Percent Sales
Tax
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___
TaxWare Plug in to calculate exact tax in
many states where you are required to collect tax.
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10.
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Payment Transaction
you request Merchant Account
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Payment Methods
Allowed
___Visa
___MasterCard ___American Express ___Discover___
COD ___Purchase Order ___Reseller Account No. ___
Other:___________________________________
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Credit Card
Authorization
___Real-time
on-line credit card authorization (recommended if you're setting
up a Web business from scratch)
___Desktop credit card processing after order is received (begin
here if you have an existing Merchant Credit Card Account)
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11.
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Secure Order
Reception
Store software e-mails you when an order arrives, but it won't
e-mail sensitive credit card information. You'll need to get that
in a secure manner.
___View completed order in Web browser and print out orders
on printer (for low volume stores)
___Download order file for transfer to accounting system
(for higher volume stores. ShopSite offers a tab-delimited file.
You'll need to have a programmer write a macro to import into
your order fulfillment software.)
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12.
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Accounting
and Inventory
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Accounting
Program Used
___QuickBooks ___Peachtree ___Mail Order Manager ___Other
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Do you want
to integrate Web orders with accounting program?
(Special programming probably required) ___Yes ___Maybe Later
___No
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Do you want to integrate Web orders with an
inventory program? ___Yes ___No (We don't handle
this, but can refer you to a programmer.)
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13.
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Special Order
Form Instructions you may want to use
___Gift wrapping
___Gift card inscription
___Shipping instructions
___Other
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14.
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Names of
"Regular" Pages.
Product pages are usually designed on the basis of templates.
"Regular" pages must be hand-designed using HTML, with
custom photo insertion, etc. As such, they are more expensive.
Typical "regular" pages are your "home" page,
FAQ, about the company, articles, newsletters, and (sometimes)
ordering instructions.
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___Welcome/Menu
___About the Company
___FAQ
___Newsletter
___Other:
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15.
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Response
Forms (besides the order form):
You may have a form where shoppers can ask questions, subscribe
to a newsletter, get customer support, etc. We do not include
your ordering system here. You may not need a structured feedback
form; an e-mail response link may be all that is necessary.
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Number of response forms (up to 20 fields
each) _____
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Purpose of response form(s):
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16.
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Web Hosting
Due to the complexity of installing and hosting store-building
software and relational databases, it is important that you accept
our recommendations for Web hosting services. We charge for the
additional time expended installing and configuring stores on
Web hosting services other than those we recommend. On the other
hand, we have shopped for the best cost/performance/reliability
in Web hosting services. We do not resell hosting, but have you
arrange your own contract with approved hosting services.
Web Hosting Service: We recommend Miva Merchant Account.
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17.
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Digital Certificate
of Site Security
SSL Secure Servers use a Digital Certificate signed by a recognized
authority (currently VeriSign or Thawte) which tells the shopper's
Web browser that the store is what it purports to be. The configuration
of some Web hosting services requires each store to have its own
Digital Certificate (at a cost of several hundred dollars per
year). Others allow storeowners to use the server's digital certificate.
If you need a separate Digital Certificate, for an additional
fee, we will interface with VeriSign and Thawte for you, saving
you a considerable hassle.
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18.
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Globalization
Once your store appears on the Web you will have a global business.
You will get orders from other countries, since many countries
are not able to purchase these items locally. How will you make
your site more comfortable for international customers?
___Link to currency exchange calculator (Your credit card company
handles exact exchange rates)
___Provide multiple languages for product names, product descriptions,
order form details (name, address, phone), shipping instructions
___Provide instructions about international shipping options
___Provide international shipments with "International Air
Waybill," "Commercial Invoice," or "Shipper's
Export Declaration (SED)" as required. (You may obtain more
information about requirements from your postal office or courier
shipping service.)
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19.
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Other
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