Shopify Setup - Scope Document

Project: Coneflower Creamery Shopify Integration Component: Shopify Account & Configuration Status: Ready to Build

Objective

Set up and configure a Shopify store for headless WordPress integration, including API access, payment processing, tax configuration, and local pickup.

Prerequisites

Tasks

1. Account Creation

Task Details Est. Hours
Create Shopify account Use client email, store name "Coneflower Creamery" 0.5
Configure store settings Name, address, timezone (Central), currency (USD) 0.5

Store URL: coneflower-creamery.myshopify.com (or similar available)

2. API Credentials

Task Details Est. Hours
Create custom app for API access Settings → Apps → Develop apps 0.5
Configure Storefront API scopes Product read, checkout write, cart management 0.25
Configure Admin API scopes Products, orders, fulfillment, inventory 0.25
Generate and securely store tokens Document in password manager 0.25

Required Storefront API Scopes: - unauthenticated_read_product_listings - unauthenticated_read_product_inventory - unauthenticated_write_checkouts - unauthenticated_read_checkouts

Required Admin API Scopes: - read_products, write_products - read_inventory, write_inventory - read_orders, write_orders - read_fulfillments, write_fulfillments

3. Sales Channels

Task Details Est. Hours
Install Headless sales channel Required for Storefront API access 0.25
Name storefront "WordPress Frontend" -
Verify products publish to channel After products created 0.25

4. Payment Provider

Task Details Est. Hours
Set up Shopify Payments Recommended - includes Apple Pay, Google Pay 0.5
Configure payout schedule Per client preference 0.25
Test mode configuration For development testing 0.25

Alternative: If client prefers Stripe directly, configure Stripe integration instead.

5. Tax Configuration

Task Details Est. Hours
Enable tax collection Settings → Taxes and duties 0.25
Configure Nebraska sales tax State rate + any local rates 0.25
Decide tax display Inclusive vs exclusive (recommend exclusive) -
Test tax calculation Verify on test checkout included in testing

Nebraska Sales Tax: 5.5% state + varies by locality (Omaha ~7% total)

6. Local Pickup Configuration

Task Details Est. Hours
Add pickup location Settings → Shipping → Local pickup 0.25
Enter address 5819 Ohio Street, Omaha, NE 68104 -
Set pickup instructions Default message (update per season) 0.25
Configure "Ready for pickup" notification Customize message template included in emails

7. Store Policies

Task Details Est. Hours
Refund policy Create or use client's existing 0.25
Privacy policy Shopify can generate template 0.15
Terms of service Shopify can generate template 0.1

Note: Client should review and approve policy language.

8. Apps to Install

App Purpose Cost
Gizmo: Bulk Pickup Manager Bulk "Ready for pickup" notifications $3.99/mo

Deliverables

  1. Configured Shopify store - Ready for headless operation
  2. API credentials document - Storefront + Admin tokens (secure storage)
  3. Sales channel configured - Headless channel active
  4. Payment processing active - Shopify Payments or Stripe
  5. Tax collection enabled - Nebraska rates configured
  6. Local pickup location - Address and instructions set
  7. Gizmo app installed - Ready for bulk order notifications

Hour Estimate

Category Hours
Account & settings 1
API credentials 1
Payment provider 1
Tax configuration 0.5
Local pickup 0.5
Store policies 0.5
Total 4.5

Dependencies

Blocks

References