Store setup checklist

Store Re-Opening Checklist - Existing Stores

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Adjust all vendor inventory quantities to zero (0)

Mark all vendor inventory as "Continue selling when out of stock"

Update the store closing date and contact information on the vendor collection page. Use the code in the comment to update the collection header

Go to the vendors online store/website to ensure that all products are Visible

Go to the vendors online store/website to ensure that all products are NOT marked "Sold Out"

Create a "Current Online Store" task in Asana and assign it to correct person with the store closing date in the title

Send vendor the "Your store is now open" email on store opening date (Use the Gmail template)

Copy and paste the store URL in Asana

Setup a customer page to view sales. Copy and paste link in Asana

Upload a copy of this completed checklist into Asana

Store Opening Checklist - NEW Stores

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Add the requested products to the store

Does the store (collection) have a concise URL yet distinguishes the vendor?

Add the store information for customers, in the description area

Include the checklist items for opening an existing store

Add products to the correct shipping profile

Create a "Current Online Store" task in Asana and assign it to correct person with the store closing date in the title

Send vendor the "Your store is now open" email on store opening date (Use the Gmail template)

Copy and paste the store URL in Asana

Setup a customer page to view sales. Copy and paste link in Asana

Upload a copy of this completed checklist into Asana

Items for Consideration / Questions to Ask

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Have shipping options been explained to the customer?

Do products need a special "text box/drop down menu" to help identify orders?

Store Closing Checklist

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Send vendor the "Your store is closing soon" email 3 days before closing date (set up auto email)

Mark all vendor inventory as "Stop selling when out of stock" 1 day after the store closing date

Print a vendor inventory report for items with an available quantity of less than zero

Save a vendor inventory report for items with an available quantity of less than zero as a PDF and place it in Asana for that vendor

Go to the vendors online store/website to ensure that all products are marked "Sold Out"

Update Asana Due Date to 2 weeks after store closing date

Print all orders from the online store after it is closed.

Print orders list and verify against all orders printed

Provide orders list to customer when orders are ready for pickup/shipping

If a fundraiser, use the Profit Calculator Sheet to determine $ owed to customer

Store Setup Checklist