Choosing your store management settings

Before you open your store to customers, you need to do the following tasks:

  • Add a package type.
  • Choose what payment methods you'll accept and where you'll receive payouts.
  • Customize your tax settings.
  • Add your store's policies to your checkout page.

Add a package type

You can save the dimensions and weights of your preferred package types on the Shipping settings page in your Shopify admin.

Steps:

  1. In the Packages section, click Add package.

  2. Enter the required information about the package type.

Some mail types have restrictions on the size of the packages that you can use to ship your products. A notice about applicable size restrictions will appear on the dialog when you create a new package type.

  1. Click Add package.

Set up locations (optional)

If you plan to manage your inventory and fulfill orders from various spaces, then you can use locations. After you set up multiple locations, if you’re out of stock at one location but have inventory at another location, then Shopify will split the order so that it is fulfilled from multiple locations.

Your locations can be retail stores, warehouses, pop-up shops, dropshipping suppliers, or any other place where you manage or stock inventory. With multiple locations, you have better visibility into your inventory across your business.

For most Shopify plans, you can have up to six locations.

Create a location

Steps:

After you create a location, it’s added to the bottom of your fulfillment priority list.

If you have more than one active location, then you need to specify the priority sequence for order fulfillments. For more information about fulfilling orders with multiple locations, see Setting up your locations.

Set up a payment method

Shopify supports a variety of payment methods, but the simplest way to accept payments online using Shopify is Shopify Payments.

Shopify Payments eliminates the need to set up a third-party payment provider or merchant account to accept payments. Shopify Payments comes fully integrated with your store, and lets you manage your business and financials in one place.

Steps:

  1. In the Accept credit cards section, click Add a provider.

  2. Select Shopify Payments, and then click Continue.

  3. In the Shopify Payments section, click Complete account setup.

  4. Enter the required details about your store and your banking information.

  5. Click Complete account setup.

After you've set up Shopify Payments, you can configure your settings or make a test transaction on your store.

Set up your taxes

As a merchant, you might need to charge taxes on your sales, and then report and remit those taxes to your government. Although tax laws are complex and can change often, you can set up Shopify to handle common sales tax calculations. You can also set up tax overrides to address unique tax laws and situations.

Shopify uses many default sales tax rates, which are updated regularly. If you use the default rates, you should confirm that they are current and correct. You can override them whenever necessary.

It's important to make sure your tax settings are correct for your store, and you need to remember to file your store's taxes. For more information about taxes and your Shopify store, see Taxes.

General process to set up taxes

There isn't a formal list of steps to set up your taxes. Instead, use this process as a guide:

  1. If you're running an online store, then set up the countries you will be shipping to. You do this step first because the default tax rates are based on your shipping zones.

  2. If you're using Shopify POS, then set up the tax rates based on your retail store locations. This step ensures that the POS tax rates are based on the geographic location where your in-person sales take place.

  3. Set up the tax rates in the countries and regions to which you will be selling and shipping your products:

    • If you're in the United States, choose automatic tax settings or manually specify the rates for state, county, and municipal taxes, including shipping taxes.
    • If you're not in the United States, use the default values or specify the rates for countries and their regions. You also specify whether you will charge taxes on shipping.
  4. If you sell digital products, then set up the taxes that apply to these items.

  5. Override any tax rates where necessary.

As you set up taxes, you can access and review your settings on the Taxes page in your Shopify admin.

Add your store policies

Before they buy a product, your customers need to have access to your policies for refunds, privacy, and terms of service.

You need to add your store policies using a separate webpage. Your policies are displayed as links at the bottom of your checkout page.

Steps:

  1. Set your store policies.

  2. In a new browser tab or window, go to your Pages page.

  3. Create a new page.

  4. From your store checkout settings, copy each policy to your clipboard.

  5. On your new page, paste your clipboard contents.

  6. Click Save page.

  7. Add a link to your policies page so that your customers can find it easily.

Next steps

After you finish choosing your store management settings, you can prepare to launch your store.

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