Knowledgebase: General
Going Live Guide

Note:
Wherever necessary, the following sections will also link to other articles which explain the topics in fuller detail.

Introduction

Once you have finished with production (setting up your products, images, and design), it's time to get your online store functioning to the public. This guide will give you a step-by-step process on how to go live with your online store.

Setup Email Accounts

You will want to set up an email account to manage some of your online communications. To do this:

  1. Go to mail.3dcartstores.com
  2. Login with the information in your Welcome Email
  3. Select your time zone – click save (this will only happen once)
  4. Go to Domain Settings ->Users, then click Add User
  5. Type the username password, and modify the mailbox size limit to your needs.
  6. Click Save.
  7. Repeat this process for as many users as you would like to setup.
For additional information on email setup and aliases, please Click here 

Setup your Merchant Account/Online Payment Gateway

Setting up online payment methods will allow you to accept payment methods such as credit cards, PayPal, and Checkout by Amazon. The advantage to this is that you do not have to process your payments manually, however, you do need to have an account with a payment gateway. 3dcart currently supports the following gateways:

1stPayGateway
1stPayGateway XML
2Checkout
3DSI EC-Linx
95ePay
Affirm
AlliedWallet
American Express PSP
Arvic Secure
Austpay
Austpay Redirect
AUTHORIZENET
AUTHORIZENET Echeck.Net
Bancomer
Barclays
BeanStream
Bitpay (Bitcoin)
BluePay
Card Access (CAS Connect)
CardConnect
CCBill
ChargeAnywhere-ComsGate
Checkout By Amazon
Converge
Credit Cards and PayPal (Powered By Braintree)
Credomatic
CyberSource
DPI Link
Dwolla
EasyPay2
ECHOnline
ECX
eLayaway
eProcessing
EPSsecurenet
eWAY
eWAY UK
First Atlantic Commerce
First Data Global Gateway e4
First Pay
FTD's Mercury Network
FuturePay
GE Money SecureB2C
GoeMerchant XML
GoRealTime
PayPal Payments Advanced
PayPal Payments Pro
PayPal Payments Standard
PayPoint.net (SECPage)
Payready Link
PaySelect Web Service
PayTech
PayTrace
PayU Gateway India
PayU LatAm
PayU Money India
Payza
Persolvent Payments Lite
Planet Payment
Plug 'n Pay
Priority Payment Systems
ProPay
ProPay ProtectPay API
PSIGate
QuickBooks Merchant Service
RealExPayments
RTWare
Sage Pay (Protx)
Sage Pay (Protx) - Form Method
Sage Payment
SecureNet
SecureTrading
SecureTrading Xpay4
Shopatron
SkipJack
SpeedChex Echeck
Stripe
Transaction Central
Transaction Services
TransFirst Epay
TrustCommerce
USA ePay
Vantiv
Vantiv echeck
Velocity Payment System (Govolution ACH)
Velocity Payment System (Govolution)
VeriFone PAYware Connect
Viaklix
WorldPay
GSPay
GTPay
IBill Processing Plus
Innovative Gateway
Instabill
InstaMed Connect
Intellipay ExpertLink
InternetSecure
Interswitch
Iongate
IPCharge
IPG
iTransact RediCharge HTML
Klarna
LinkpointLink
Litle & Co.
LUCY Gateway
Merchant Anywhere
MeS Gateway
MIGS VPC
MoIP Brazil - HTML Method
Moneris
Moneris US
Moneybookers
MPCS
MSC Secure
MultiCard
NetBilling
NetShop (Millennium bim)
NMI Gateway Services
PagSeguro UOL
PayDollar
PayFort
PayJunction Trinity Payment Gateway
Payleap
Paymenow
Payment Asia
Paymentech Canada
Paymentech Orbital Gateway
Payments Gateway - Echeck - (SWP)
Payments Gateway - Secure Web Pay (SWP)
PayPal Express Checkout
PayPal PayFlow Link
PayPal PayFlow Pro

 

If you currently have a merchant account, contact them and let them know you would like to start an account with a payment gateway.

Additional Information
If you do not currently have a merchant account, you can set up a 3dcart Merchant Account.

Please click here for more information.

For additional information on Online Payments and gateways, please see our Payment Guide and review the Online Payment Methods section.


Setup Your Offline Payment Methods

Setting up offline payments will allow you to accept checks, money orders, purchase orders, store pickups, etc. All offline payments will have to be manually processed once the order comes through.

For more detailed information on setting up your Offline Payment methods, see the Payment Guide and review the Offline Payments section.


Setup your Invoice Number Sequence

To setup your invoice number, go to Settings ->General->Store Settings and click on the "Checkout" tab where you will see a link labeled "Edit Invoice Number."  From here, you can edit the number your invoices will start at. All you have to do is change the letter and number you want the orders to start at and click update. When new orders come in, the system will automatically update each order with a new number in numerical order.

Click here for more information.


Create Your Shipping Methods

To begin adding a shipping method, login to your store manager and from the left navigation menu, go to Settings ->Shipping and click on the "Enter Settings" button under Shipping Settings.

Update the Real Time Shipping Information field with the address you will be shipping your products from. You will use real time shipping if you want to use UPS, USPS, FedEx, or Canada Post. Furthermore, we do support many different types of UPS, USPS, FedEx, and Canada Post shipping methods. (these can be set up in the "Shipping Method" section of you Shipping page.)

You will use Offline Shipping methods if you want to set up a custom flat rate shipping method, such as by quantity, value, weight, or zip code.

For more information, please see the Shipping Guide.


Setup Your Company Policy Pages

Company policy pages allow customers to get a quick overview of how your company runs and the policies that govern them. It will give your customers confidence in your online store when they see your company information on display. Also, some merchant accounts may require you have certain terms and conditions displayed.

3dcart has created an entire list of company policies/procedures for you to use. Go to Content->Site Content and click on the content button for Terms and Conditions. This is a page we've created for you which uses a Database Feed of terms and policies. From there, you can choose any terms and conditions you want, click on its edit button make changes as needed.


Create Further Checkout Options

At this point, you may have further options for checkout you will want to use. You may want to add Tax options, or allow customers to use Gift Certificates.

The following articles may be useful to you:


Place a Test Order

Once all of your options have been set up, you are ready to place a test order through your online store to make sure everything is functioning properly. Make sure to test out all payment methods and shipping options, just as a customer would.


Point your Domain Name to 3dcart

To change your DNS to point at your 3dcart IP address, you must:

  1. Login to your registrar
  2. Find your Domain name
  3. Change the Name (DNS) server to 3dcart's Name (DNS) Servers

3dcart's DNS Servers are:

  • dns1.3dcart.com
  • dns2.3dcart.com
  • dns3.3dcart.com

If you would like to use a second level domain for your store, i.e. store.mydomain.com, you will require a DNS record change at your current hosting provider:

  1. You will need to ask your provider to create an A record for store.yourdomain.com to point to your store's IP address (see welcome email).
  2. Then submit a support ticket with 3dcart to let us know the second level domain you are pointing so we can configure it on our web servers.

Note
After your domain name is pointed to 3dcart's name servers, be sure to change your store URL to reflect the newly pointed domain name. This can be done at the bottom of the "Store Settings" page found by going to Settings ->General ->Store Settings.


Quick Summary Checklist

Here's a quick rundown of your steps to go live with your store:

  • Setup your Email Accounts – Setup your company email accounts.
  • Setup your Merchant Account/Payment Gateways – Use this to accept online payments such as PayPal, Credit Cards, and Checkout by Amazon, etc.
  • Setup your Offline Payment Methods – Use these payment methods to accept checks, money orders, purchase orders, and store pickups, etc.
  • Setup your Invoice Number Sequence – Type in the number you want your orders to start at.
  • Create your Shipping Methods – Choose between Online methods (FedEx, UPS, USPS, and Canada Post) and Offline methods (by Weight, Value, Quantity, or Zip).
  • Setup your Company Policy Pages – Choose the terms and conditions you wish to display on your site.
  • Create Further Checkout Options – Setup your tax options and decide if you want to offer other options, such as gift certificates.
  • Place a Test Order – Run through a complete order, just as a customer would, to troubleshoot any misconfigurations that may arise.
  • Point your Domain Name to 3dcart – Contact your registrar and change your DNS to our Name servers.


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