Complete the Store Intake form

This article walks through the Store Intake form for Finalsite Store, including how the form is received and what information to gather before completing it.

Before starting the form

Gather the following so the form can be completed in one sitting:

• Store basics: name, logo at 240 x 100 px in JPG or PNG format, contact email, mailing address, and phone number
• Admin contacts: names and email addresses for everyone who will manage the store
• Payment details: which payment types the store will accept, plus the credit card gateway name and credentials
• Tax approach: automatic or manual tax calculation
• Fulfillment plans: shipping, pickup, or sending orders home with students
• Google Analytics Web Property ID (optional), in the format UA-XXXXX-YY

The sections below match the sections of the form and appear in the same order.

Store information

The first section covers the store basics. This information appears on invoices and customer notifications.

Add a Google Analytics ID

To track events in the store, enter the Google Analytics Web Property ID, which looks like UA-XXXXX-YY. The rest of the setup happens within Google Analytics; the form only needs the ID.

Admins

This section identifies who will manage the back end of the store. Additional admins can be added at any point. Admins receive:

• Order notification emails when an order is placed, including order items, shipping, and billing details.
• Low stock notifications when a product reaches its low stock limit. This limit is set per product in the catalog, which makes it easy to know when to reorder.

Taxes

Taxes can be calculated in one of two ways:

• Automatic: For the United States, Canada, Australia, and Europe, Finalsite Store calculates rates based on store and customer locations, then charges the correct rate at checkout according to country and regional tax regulations. No setup is required.
• Manual: Rates are set by destination and product. Manual calculation supports rates by customer location (country, state, zip or postal code), rates per product group, and tax-free products. The Store setup specialist will help configure these options.

Tax-exempt customers can be configured individually, so automatic calculation can still be used at a global level. Selecting manual on the form prompts the Store setup specialist to follow up for full details.

Payments

Finalsite Store supports check, charge to a student account, credit card, and more. Select the checkbox for each payment type the store will offer. For a payment method that is not listed, contact the Store setup specialist to find out what information is required.

• For check or charge student account, describe the process in the field that appears so customers know how to submit payment. These payment types are processed manually, so the description should request enough information to do so.
• For credit cards, choose the gateway from the dropdown list. If the gateway is not listed, select Other and type its name. If it appears on the list of supported gateways, the Store setup specialist will follow up with more information.

Cart and checkout

Some payment gateways and accounting departments require a phone number or billing address at the time of payment. Note this on the form and those fields can be added to the checkout process.

Select customer notifications

Up to four emails can be sent to keep customers updated on an order. Select the ones to send on the form:

Order processing and completion

The final section covers order fulfillment. Selections here become the global shipping methods for the store and can be customized per product later. For an approach not covered by the three options on the form, talk to the Store setup specialist.

Set up shipping

To calculate shipping costs automatically based on the carrier, select Automatic rates from shipping provider, then choose USPS, UPS, or FedEx.

For a flat fee based on order value, select subtotal-based rates and specify the rates for each subtotal range. For example, a store might charge $5.99 shipping for orders up to $49.99 and offer free shipping for orders over $50.

For any other method, choose Other and describe it. The Store setup specialist will follow up if more information is needed.

Offer pickup

Finalsite Store can let customers schedule a convenient pickup time when they place an order. Indicate how much time is needed to prepare an order, along with the days and times orders are available for pickup.

Send orders home with students

In a school environment, sending an online order home with a student is often easiest. To use this option, note what information is needed to connect the order with the student, such as full name and classroom.

Next steps

After the form is submitted, the Store setup specialist begins building the store. In the meantime, start collecting product information and images.

Download the product datasheet and begin filling it in. At minimum, the Store setup specialist needs:

• Item name
• Price, both actual and sale price where applicable
• Description
• Size options
• Color options

The datasheet also has columns for product categories, variations, and the file name of each item's primary image.

Gather product images at the same time. Each product can have as many images as needed, and a square 1:1 aspect ratio keeps them consistent across the shop. The Store setup specialist will confirm how to send the images over.