Store Onboarding Guide for Amore & Anton
Welcome to Beef Country Store!
This guide will help you successfully take over and manage your new store.
Follow these steps in order for a smooth transition.
📋 Step 1: Accept Store Ownership Transfer
- Check your email for the store transfer notification
The one to check is: amore.scheepers@hotmail.com -> done
- Click "Get started" in the email -> done
- Log in to your Shopify account -> done
- Click "Accept store" -> done
- You can skip the organization step for now -> done
👥 Step 2: Add Emile as Admin Collaborator -> done
- Go to Settings → Users and permissions
- Click "Add staff" (If I am no longer there)
- Enter Emile's email address (dutoit.emile@gmail.com)
- Select "Admin" permissions
- Click "Send invite"
💳 Step 3: Set Up Shopify Payments -> Check
- Go to Settings → Payments
- Click "Complete account setup" for Shopify Payments
- Enter your banking information
- Complete identity verification
- Set your payout schedule
📧 Step 4: Update Store Contact Information -> Check
- Go to Settings → General
- Update store email to your email address
- Update store phone number
- Verify business address is correct
🔔 Step 5: Configure Notifications -> Check
- Go to Settings → Notifications
- Update "New order" notification email to your address
- Review other notification settings
- Set up payout notification emails
📊 Step 6: Review Store Status -> it is working
- Check that your domain beefcountry.store is working
Note: This is for the public clients and where they visit
Emile has special password if you want to preview that
Note: Use only to show preview of store to trusted customers
After launch, this password won't be needed, customers will get their own logins
- Review product inventory levels - todo
- Note: scroll down for instructions to use QuickSync <-> Clover - todo
- confirm all users imported - done
- Test the checkout process -todo
- Verify shipping settings - todo
🎯 Step 7: Plan Your Launch - todo
- Review marketing strategy
- Set up social media accounts
- Plan your first promotional campaign
- Consider email marketing setup
📞 Need Help?
- Emile is available as your consultant during transition 972-900-6286
- Shopify Support: help.shopify.com
- Store admin: admin.shopify.com
Important: Your credit card is already set up from the domain purchase, so billing should work seamlessly after transfer. Just complete the requirements for those IRS documents we discussed when you have them ready before launch as well
Take your time with each step and don't hesitate to ask for help. You've got this! 🚀
IMPORTANT:
Make this page invisible or delete it before you launch the store to the public
Set Visibility to Hidden. Ask the Shopify Sidekick if you need help (Masked dude, next to the bell icon in the tool bar)
QUICK SYNC PROCESS - How It Works
WATCH THIS VIDEO FIRST
(https://youtu.be/RskQW5jBNrQ?si=8WZb-v_-PN9I_x7e)
-
Set up a QuickSync account: Create an account at Integrations | QuickSync and log in. (http://quicksync.pro/) Choose the $29/month plan
required for 1200+ products as per support from QuickSync
- Â Connect Shopify: In the QuickSync dashboard, navigate to Settings > Integrations, select Shopify, and authorize QuickSync to access your store.
use domain: Beef Country Store (beefcountry.store)
- Â Connect Clover: In the same section, select Clover, log in with your Clover credentials, and authorize the connection.
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Configure sync settings: Choose your "Master Store" and "Fulfillment Store," then enable the syncing of inventory, products, and orders as desired.
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Need help? chat with QuickSync support here
Integrations | QuickSync
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