Hearts & Fire — Shopify Setup Checklist

Context: If client moves forward with Shopify instead of Lightspeed, the quote adds 10 hours for Shopify onboarding/setup support. This is the working checklist of everything that needs to happen. Some items Eric handles, some the client handles — TBD as we go.

Store Configuration

• [ ] Tax setup (Nebraska sales tax, destination-based if shipping to other states, tax-exempt categories if applicable)
• [ ] Shipping zones and rates (flat rate tiers for small items, local delivery for furniture, free shipping thresholds)
• [ ] Payment gateway (Shopify Payments setup, test transactions)
• [ ] Checkout settings (customer accounts, order processing, tipping if in-store)

Product & Data

• [ ] Product catalog migration from Lightspeed (CSV export/import, variant mapping, images)
• [ ] Collection/category structure
• [ ] Product tagging strategy (shippable vs in-store only, custom vs ready-made)

Deposit & Custom Orders

• [ ] Deposit/partial payment app setup and configuration (Downpay or similar)
• [ ] Payment schedule templates (25/25/50, 50/50, etc.)
• [ ] Custom order workflow documentation for staff

Dropshipping

• [ ] Dropship supplier integration (DSers, Spocket, or direct vendor setup)
• [ ] Fulfillment routing (which items ship from store vs supplier)

Notifications & Email

• [ ] Transactional email customization (order confirmation, shipping, deposit reminders)
• [ ] Email sender authentication (SPF/DKIM records)
• [ ] Staff notification settings

POS (if switching)

• [ ] Shopify POS setup and hardware compatibility check
• [ ] Staff accounts and permissions
• [ ] Register configuration

Legal & Policies

• [ ] Return/refund policy page
• [ ] Terms of service
• [ ] Privacy policy
• [ ] Shipping policy page

Training

• [ ] Admin walkthrough for staff (orders, products, deposits)
• [ ] Documentation/quick-reference guide