Going Live Guide
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.
New merchants with Shift4Shop will have the ability to connect with either Shift4 Payments or PayPal. In order to take credit card payments online, you will need to sign up for one of these payment methods. By doing so, you can automatically process payments online. For information on the setup process, please see our article here.
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 here.
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.
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.
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.
Shift4Shop 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.
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:
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.
If you are using your own domain and you wish to use it for your Shift4Shop store, you will need to point it to our service. The primary way to do this is via the DNS. To change your DNS to point to us, you must:
Shift4Shop's DNS Servers are:
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:
For further information, such as using an A-Record or if you are using other tools like CloudFlare, please see our dedicated guide on this topic here.
Here's a quick rundown of your steps to go live with your store: