Store Launch Checklist – Bright Stores

We suggest checking the following item prior to launching the store.

Note: If the store is expected to have heavy usage, such as a large number of users and/or users accessing the store all at once to redeem a free item for example, please reach out to your Sales contact or call our Support Team to discuss this.

Verify the Following	More Information	Related Article or Section
Test the Ordering Process	The best ways to check if your store is ready to launch is to process test orders. In doing so, you can verify the store meets your client’s requirements. You do not need to click on “place order now” to check most of the items below.	The exception to this is if you want to verify credit card processing. If credit cards are a payment method, we recommend placing an order, for which you will need to use an actual credit card. Once complete, you can refund the credit card by canceling the order.
Products, Product Options, Categories	Verify all the products appear as required by your client. Check the categories, prices, product options, and logos.	Click here for more information on adding and editing products
Customizations	Check that requested customizations function as required.	Please contact the designer you worked with if you have questions on your store customizations.
Checkout Options	Checkout Options give you the ability to control what sections of checkout are visible.	Click here for more information on Checkout Options
Store Options	Store Options let you control how the store is setup.	Click here for more information on Store Options
Shipping Methods	Verify all required shipping methods have been configured and that they appear on the checkout page.	Click here for more information on Shipping Methods
Taxes	Verify taxes are setup and calculating per your requirements. Enter a few different shipping addresses to verify taxes.	Click here for more information on configuring taxes
Payment Methods	Verify all required payment methods are displayed on the checkout page. If using a payment gateway account for the first time, place a test order and have your Accounting Department ensure funds go to your business bank account.	Click here for more information on Payment Methods
Coupons **	Verify the coupon field appears on the checkout page and that a test code deducts the expected amount.	Click here for more information on configuring coupons
Gift Certificates **	Verify the gift certificate field appears on the checkout page and that you can redeem a test code. The shopper must have an account and be logged in to see and use this feature.	Click here for more information on configuring Gift Certificates
Permissions **	If users will have differing access to categories, payment or shipping methods, place a test order as a user in each group to verify user permissions.	Click here for more information on setting up Permissions
Notification Options	Verify notification options are setup properly so users get/do not get an email notification, as intended.	Click here for more information on Notification Options
Upload Users	If users will be pre-loaded into the store, rather than registering themselves, verify all users have been loaded.	Click here for information on uploading new users
Account Balances	Verify users have been setup with Account Balances, if needed	Click here for information on adding account balances
Order Confirmation Email	Check the Order Confirmation Email. You should receive one as the shopper and, if you signed up to get a copy, you will receive a second one as the Distributor.
Verify Integrations	If you have an integration with a warehouse or fulfillment provider, please check and verify this completely	This is only for specific stores that leverage web services/APIs and your store may not have this configured. If this isn't configured, you can ignore this step
Communicate Launch Details	If the store is expected to have heavy usage, such as a large number of users and/or users accessing the store all at once to redeem a free item for example, please reach out to your Sales contact or call our Support Team to discuss the details.	If necessary, communicate the launch date to your Sales Representative or contact our support team by submitting a ticket here.

** Advanced Stores Only

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