Introduction - Store Setup Information And Data Input
Onboarding Steps - Your quick start guide on how to setup your store, information and data input. Follow these onboarding tutorial guides:
- Site Company Information
- Site Configuration Email Configuration
- Authorized User Listing
- Site Messages
- Apparel Markups
- Decoration Methods
- Sales Tax Requirments
- Shipping Settings
- Credit Card Payment Methods
- Accounting Integration
- Customer Database
Site Company Info
This is for internal purposes. This information is your overall Company Information with the Main POC (usually Owner/CEO or Main Contact Person)
Site Config Email Configuration
These email addresses are for official company communications. Sales orders go to this email address; Purchase Orders go to the Purchasing Department POC; etc
Authorized User Listing
Authorized User Listing is who is authorized admin access, and what within Admin they have Access to. This can only be accessed with the overall site admin username/password.
Site Messages are what your customer sees of you! These are HUGE! The quality of these directly relates to your customers perception of the quality of work you do! Make sure these are good. Many of our customers use people on FIVERR to create these for very affordable rates. https://www.fiverr.com/msrsuvo is one who has created emails for multiple of our clients.
For our Promo Apparel Websites. Setting your Margin Markups for the Blank Apparel companies is extremely important if you want to stay competitive. It is fairly easy, especially if you use markup rules!
For our Promo Apparel Websites. Setting the pricing for your Decoration Methods is required. What are you charging for these services?
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Sales Tax - Avalara
With new tax laws, this section has come into focus much more as of late. You can manually take care of your tax rates, or you can hit the easy button and sign up for Avalara. Speak with your WebJaguar PM about setting up an introductory call with Avalara about how they can help with your tax needs.
Setting up shipping is a piece of cake. Input your information, select what shipping options you want to provide, and you are set!
Credit Card Payment Methods
Speak with your PM about what Credit Card Processing Providers we already have integrations for. If you wish to use an alternate option, there may be costs associated with getting it implemented.
Below is a quick link to our QuickBooks Online Integration Guide, that will detail the following steps:
- Initial configuration
- Item and product configuration
- Payment terms
- Payment methods
- Final connection
View our QuickBooks online integration guide (click here)
Video Coming Soon