Ecommerce: Preparing for launch
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From cards payments and PayPal to currencies and inventory, this checklist will cover the most important tasks to do before launching your Ecommerce website to the world.
15-30 minutes
Connecting with Stripe
Stripe is a large and reputable payments processor which we integrate with here at Dazzly. Connecting your website with Stripe via Dazzly will let you accept many different card payments (among others) directly to your New Zealand Bank account.
After joining up to one of Dazzly's paid plans, go to the Ecommerce page, select 'Receive Payments' and then tap/click the Connect button. This will take you to a Stripe page where you can enter the information required to set up your account. They may ask for various business details and personal identification. Once you have completed this, you will be taken back to Dazzly.
Enable Afterpay (optional)
Once you've connected to Stripe from the step above, you can choose to enable Afterpay at the checkout. You do not need a separate Afterpay account for this.Afterpay is only available for a certain range of business categories. You can learn more about Dazzly's integration with Afterpay here.
Enable PayPal (optional)
If you would like to allow your customers to pay using PayPal, please follow this guide to show you how to integrate your PayPal business account with Dazzly.
Set up delivery options
Select 'Shipping & Delivery' to bring up the shipping options screen. Here you can enter a label e.g.
North Island
and flat rate cost of10
and then click 'Add Delivery Option'. You can add as many of these as you need. Prices are in your selected currency. For free shipping or if your product is digital, you can use0
for the cost/rate.Check inventory/stock
You can set the current stock/inventory on a per product basis. For each Product you have created, set the correct inventory settings. For products that have stock tracking enabled, stock quantities will be automatically updated upon successful purchases/orders. Otherwise you can simply select whether the product is In Stock or Out of Stock.
Note: if a product is at
0
stock or is set toOut of Stock
then the product will not be allowed to be added to the shopping cart.Check your Tax and Currency settings
Select 'Tax & Currency' and choose from the dropdown menu of supported currencies. This will set the currency for your price labels, shipping/delivery, order information and ecommerce payments.
If you want your orders to include tax, you can select a country, enter a label/name and enter the % rate. Click/tap 'Add Tax Rate' to save the tax rate.
Check your terms and privacy pages
It's usually a good idea to add your terms and privacy policies to your website so your customers can see information regarding returns, shipping, customer data processing etc. If you do not yet have a terms & conditions and/or privacy policy, you can often find boilerplate or generated policies online, sometimes at little to no cost. It might also pay to obtain some legal advice for your situation.
Configure other payment options
You can also configure other payment options such as cash payments (pickup only) and bank transfer.
Check your Products/Categories
Do a quick once-over of your products and categories, make sure the prices, variations, inventory, descriptions and images are all correct.
Do a test purchase
After everything is set up and ready (and your website published), pretend you're a customer and process a checkout order (including payment). Make sure you can see the Order show up in the orders table and that it is as you expect. The initial payment can sometimes take up to 5 working days to show in your bank statement, however subsequent payments should take roughly 1-3 days.
Well done! Your ecommerce website is now ready to go live on a domain (if you haven't already).