You've got the business — now you just have to build the store! This guide will walk you through the basics of store building so you can have a store up and running as fast as possible!
Save time during store building by setting up a store template!
General Store Setup
Store Taxes and Fees
Add a Custom Field to Checkout
Add Shipping Method
Adding General Store Info
Step 1: After logging into your account, hover over the "Stores" tab at the top of your page and click "Create Store".
Step 2: Select "Start from Scratch" and click the "Select Store Type" button.
Step 3: A new store page will open up.
Step 4: Add an Organization name.
If the name has been used previously, it will appear in the dropdown.
A new organization can be added by typing in the desired name and clicking "New Organization: "Organization Name".
Step 5: Add an Industry name.
Step 6: Add a Group name.
Step 7: Add a Store name. Edit the Store name as needed.
Pro Tip: The store name will auto-populate to include the organization's information. We recommend including some of these details.
Step 8: Select the Salesperson from the dropdown — only salespeople with OMG user accounts will appear in the dropdown. Learn how to add a new user here.
Step 9: Edit the Sale code.
- The sale code is auto-filled but can be edited.
- Customizing the sale code is especially helpful for password-protected stores.
Step 10: Add a URL.
- Type in a Direct access URL.
- This is the link customers will use to access the store.
Pro Tip: Try to include some portion of the store name in the URL.
Note: No two stores can have the same URL. An error message will appear at the top of the page if a store with the same URL already exists. Edit the URL, if needed.
Step 11: (Optional) Add an Estimated ship date and Work order info.
Step 12: Add Store Messaging.
Edit the store's Welcome Message, Checkout Message, and more in this section. This section is covered in depth in our Messaging article.
Step 13: Update the store's open/close date and times.
- To change the open/close time, you will click on the date/time and select when you want the store to open/close.
Step 14: Coach's (or main contact's) email address can be added here for future reference. Adding the email will not automatically enable any emails or order notifications to the contact.
Step 15: Click "Manage Group Access" for them to view orders, add customer emails, and store flyers.
Step 16: Select a Service Email and Service Phone number.
- These customer service messages will appear at the bottom of the store.
- The email and/or phone number for a specific OMG user can be selected by clicking on their name in the dropdown.
Step 17: Click the green "Save Changes" button in the upper right corner.
Taxes & fees
Step 1: Click on "Add Fee".
Step 2: If you've previously made a fee, you can click on it in the dropdown menu to use it again.
Step 3: If you need to make a new one, click on "Create a new fee".
Step 4: Type in a display name for the fee.
Step 5: Choose whether you want a Flat amount or a Percentage type of fee.
Step 6: Type in the amount you would like to charge.
Step 7: Choose whether you would like this fee to be Taxable or Not Taxable.
Step 8: Once you've typed everything in, click the "Save" button.
This is where all the store's products will be added. These products can be made up of our verified products, dealer products, or products you create just for this store. Learn about dealer products by clicking here, or about creating your own product by clicking here.
Step 1: Go to the "Products" tab.
Step 2: Enter the desired product’s style number in the Search products, stores, or catalogs search bar.
Pro Tip: Can't find the product with the style number? Try searching using the product name instead. If the product still does not display in the results listing, send an email to firstname.lastname@example.org and include the Brand/Product Name/Style Number.
Step 3: From the dropdown, select the desired product.
Step 4: Selecting the product will add it to your store!
Updating the verified product
When a verified product is added, it will automatically go into the Default category. Always change this! Select a category from the drop-down or add a new one by clicking "create new category".
The Sizes & Options tab will have all of the sizes and colors available from the manufacturer.
- Green means go — click on unwanted sizes and colors to remove them from the store.
- Click on a grayed-out option to re-add them to the store. It will turn green to indicate it has been added back.
- Click "Deselect All" to gray-out all options.
- Some products have extensive color options, click "Show All" to view the full list.
- Click "Show Less" to limit the number of displayed options.
Upcharges can be added by clicking the "pencil icon" to the right of the sizes and color options.
Step 1: Type in the desired upcharge amount.
Pro Tip: Highlight the entire $0.00 field and then type your desired upcharge amount.
Step 2: Save changes by clicking the "checkmark" button to the right of the sizes.
Step 3: Click the "X" button to close.
The Images tab will show manufacturer images for the product’s color options.
Products will be listed on the store in the order they were added. These products can also be easily rearranged.
Step 1: Hover over the product that needs to be moved.
Step 2: Three green stripes will appear to the right of the product's price.
Step 3: Hover your mouse over the three green stripes and drag it to your desired location.
Step 4: Continue this process until all products are arranged.
Step 5: Products will now be in the desired order!
The new product order will also be reflected on the storefront.
By default, the Player First and Last name is collected at checkout. Customers who typically run Corporate Stores may consider changing the word Player to Employee.
Step 1: Click on the "Payment & Info" tab
Step 2: Click the "edit" button to the right of the field.
Step 3: A Custom Name box will open up below. Type in the new desired name.
Step 4: Click the "Save" button when complete.
Step 5: The field will now read Customer First Name and Customer Last Name.
When the customer checks out, they will be prompted to enter their first and last name.
Add a Custom Field to Checkout
Adding a Custom Field to checkout can be a great way to collect information from your customer — you can ask questions that are multiple choice, yes/no, or you can have the customer write in their own text answer.
To add a previously used field, click "Add a Field", type in field's name, and select the desired field from the dropdown.
Create a New Custom Field
Step 1: Type in the desired name in the "Add a Field" box.
Step 2: Click "Add " "?" below.
Step 3: Click the Required checkbox to make the field required at checkout.
Step 4: Select the field "Type":
- Choice - Customers can select from a dropdown.
- Short Text - Customer types in a short response.
- Long Text - Customer types in a long response.
- Yes/No - Customer answers a Yes/No question.
If using the choice option, the next step will be to create the different choices the customer will be selecting from.
Step 1: Click the "0 choices" button — located to the right of the type.
Step 2: A box will appear. Type the name of the first choice and click the enter (return) key on your keyboard.
Step 3: Click "Add Choice" to type in another choice option.
Step 4: Continue this process until all options are added.
Step 5: Options can be deleted by clicking the black "X" button to the right of the choices.
Step 6: Click the "save" button.
Now, when the customer goes to checkout, they will be prompted to select the School Name!
Add Shipping Method
Whether the orders are being picked up or shipped to home, a shipping method
clearly sets delivery expectations for the customers.
Step 1: Go to the "Payment & Info" tab.
Step 2: Click on the "Add Shipping Method" dropdown menu for a list of all available shipping methods.
- Options with the icon indicate that this option will collect customer shipping information.
There are four major types of shipping methods you can add to your store.
- Shipping (Flat Fee & Percentage)
- Pick Up (Flat Fee & Percentage)
- Tiered Shipping
- Calculated Carrier Shipping
A detailed how-to on all available shipping methods can be found here.
Your store is now complete! Click the green "View Store" button to see how it looks from the customer's perspective.
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