E-Commerce Planning Worksheet


Don't worry if you can't fill it out completely on your own, though try to figure the number of products, products with options, and categories before we talk.


When completed, this allows us to give you an accurate price quote for your store.


It may be used in conjunction with the Website Planning Worksheet and the Website Design and Maintenance Agreement.

What type of e-commerce software do you prefer?


What type of sales will you market?


Do these SKU numbers represent different colors or sizes for the same product?

A substantial part of the cost of developing a store is in preparing the product photos. But, of course, they are often what motivate people to purchase.

How will you supply your images?




Product Information and Format


We will need some typical product information (depending upon the complexity of your site).  These typical fields include the following:
SKU, Product Name, Product Description, Weight, Price, Picture File Name, Category, Subcategory, Related product SKUs for cross-selling, color/size option of SKU, other descriptive fields (such as ISBN for books), etc.
These will usually be fields in a spreadsheet or database.

Categories of Products


The larger the store, the more categories you'll need. Site menus and search engines use these categories to group products so shoppers can find them quickly.


We'll need a list of these from you. You'll also need to put the category and subcategory(ies) in fields in your database.

Shipping

How will you calculate your shipping?






Sales Tax


When you sell items online, some of your customers may owe taxes on their purchases. Whether you need to collect sales tax depends on where both you and your customers are located.


If your customers are in the same state as the physical location of your business, they owe sales tax on items they purchase from you. For instance, if you have a presence in Illinois, you'll need to collect sales tax for all sales made in Illinois. Even if a customer calls your California office and the merchandise ships from a fulfillment house in Michigan, you'll still be liable for the taxes.

Accepting Credit Cards Online


If you want to allow your customers to use a credit card, you will need a merchant account specifically for that purpose.  If you take credit cards directly now, you already have a merchant account. Most major credit card companies require that you have a separate merchant "gateway" account for use with online transactions.

Do you currently have a merchant account?


Accounting and Inventory

Do you wish to integrate your online store with your accounting system?


Do you wish to integrate your online store with your inventory system?


Web Hosting


Due to the complexity of installing and hosting store-building software and relational databases, it is important that you accept our recommendations for Web hosting services. We charge for the additional time expended installing and configuring stores on Web hosting services other than our own.

Will you be using Davlin Consulting\'s website hosting?


Globalization


Once your store appears on the Web you will have a global business. You will get orders from other countries, since many countries are not able to purchase these items locally.

How will you make your site more comfortable for international customers?




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About Davlin Consulting:We are a boutique design and marketing firm with a sassy personal touch and fun and well-served clientèle.  We strive to provide the highest level of service for every customer we have. We make the development of long standing relationships a priority.  Our goal is to make you feel like you have your own in house IT staff!
Contact Information E: tara@tdavlinconsulting.com
P: 217.787.9045
F: 866-729-6135
http://www.tdavlinconsulting.com

Location 106 Pebble Beach
Springfield, Illinois  62704
United States of America

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Tara Davlin, Owner/CEO tara