The Getting Started Checklist

This section of the Getting Started documentation focuses specifically on the Getting Started checklist found on your UltraCart account dashboard. This checklist is designed to provide a clear and sequential path for new merchants to configure the fundamental aspects of their online store. By following the steps outlined in this checklist, you can quickly set up your UltraCart account and begin selling your products or services.

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Navigating the Getting Started Checklist

Upon logging into your UltraCart account for the first time, you will typically see the Getting Started checklist prominently displayed on your dashboard. This checklist visually guides you through the initial setup process, indicating your progress as you complete each section.

The checklist includes the following key steps:

1. Account Information and User Management

This initial step focuses on your account credentials and allows you to set up additional user accounts for your team.

Here, you can:

• Review your primary account information. Take note of this information and save it to your password management tool.

• Quickly set up additional user accounts with specific roles and permissions. This is crucial for teams involving marketers, developers, support agents, and more, ensuring controlled access to different areas of your UltraCart platform.

2. Website

This section guides you through selecting the type of storefront or integration that best suits your business needs.

You will be able to choose from:

• Full StoreFront: A comprehensive solution that includes a complete website with a home page, catalog, item pages, checkout, and more. This is the recommended option for most new merchants looking for an all-in-one solution.

• Checkout Only: Ideal if you already have a website and only need UltraCart's secure and robust checkout functionality. You can integrate the checkout process into your existing site.

• Checkout for WordPress: If your website is built on WordPress, this option allows you to use the UltraCart plugin to seamlessly integrate the StoreFront checkout into your WordPress site.

3. Add Items

This step walks you through the process of adding your first product to your UltraCart store.

Key actions in this section include:

• Entering basic details for your product, such as Item ID, Title, Price, and Weight.

• Uploading product images to showcase your items visually.

• Assigning the item to a specific page on your storefront, determining where it will be displayed to customers.

4. Location

Here, you will configure your store's fundamental location and currency settings.

This section allows you to set:

• Select Currency: Choose the primary currency for your storefront and all transactions. Ensure this aligns with your target market.

• Measure Weights In: Define the unit of weight (e.g., LB, KG) you will use for your products and shipping calculations. Consistency here is important for accurate shipping rates.

• Measure Distance In: Specify the unit of distance (e.g., IN, CM) for shipping dimensions, which also impacts shipping cost calculations.

• Address 1, Address 2, City, State, Zip/Postal Code, Country: Enter your physical business address. This information can be used as a reference point for various account settings and may be used in shipping origin calculations and tax settings.

5. Shipping

This section guides you through the initial setup of your shipping preferences.

In this section, you will:

• Indicate whether you will be shipping physical goods or offering non-shippable items like digital downloads or services. This choice will streamline the rest of the shipping configuration.

• Configure the shipping carriers you wish to use (e.g., USPS, UPS, FedEx). The Getting Started checklist will provide direct links to further detailed configuration pages for each selected carrier, simplifying the setup process.

6. Payments

This final section of the Getting Started checklist helps you set up your payment processing options.

Here, you can:

• Connect to recommended payment processors like PayPal, which offers seamless integration, management, and a variety of payment options for your customers, making it a convenient choice for many new merchants.

• Explore and configure other payment gateways such as Stripe or Authorize.net , allowing you to choose the solutions that best fit your business needs and existing relationships. UltraCart supports a wide range of payment options to cater to diverse business requirements.

By completing each step in the Getting Started checklist on your UltraCart dashboard, you will have established the core settings necessary to begin operating your online store. Remember to consult the linked documentation for more comprehensive information and to explore the advanced features available within each section as your business evolves.