On-Line Store Planning Worksheet

	Store Name:
1.	Store Size ___ Small store (5 to 500 products) ___ Medium store (100 to 2,000+ products) ___ Larger Database-Driven Stores (1,000+ products) ___ Other
2.	Type of Sale ___Retail (sale to end user) ___Wholesale, business-to-business (to resellers or manufacturers) ___ Desire to do both
3.	Products
	Type of Products:
	How many products (separate SKU numbers) do you plan for your store? _____. Dothese SKU numbers represent different colors or sizes for the same product?Yes___   No___
	Options (color, size, etc. in a drop-down menu). This number of products ______ has an average of ___ options each. Did you count each of the options as a different product above? ___Yes ___No
4.	Product Photos A substantial part of the cost of developing a store is in preparing the productphotos. But, of course, they are often what motivate people to purchase.
	Number of product photos ________
	Format: ___Prints ___Transparencies ___Digitized (scanned) ___Web Ready (digitized, sized, optional border, JPEG, or GIF)
5.	Product Information Format Typical product information needed (depending upon the complexity of your site): SKU,Product Name, Product Description, Weight, Price, Picture File Name, Category, Subcategory,Related product SKUs for cross-selling, color/size option of SKU, other descriptive fields(such as ISBN for books), etc. These will usually be fields in a spreadsheet or database.
	Database Format __Not currently in database or spreadsheet __Excel __FileMaker Pro __Access __Foxpro __Sybase __Oracle __Other_________________
6.	Categories of Products The larger the store, the more categories you'll need. Site menus and search engines usethese categories to group products so shoppers can find them quickly. We'll need a list of these fromyou. You'll also need to put the category and subcategory(ies) in fields in your database. Number of Main Categories or "Departments" ______ Total number of Subcategories in all "departments _____
7.	Sketch Your Preferred Product Page Layout(s) on the other side of this form. Show preferred placement of: (1) product photo (2) product name (3) product SKU (4) product description (5) price (6) order button.
8.	Shipping
	Shipping Options Offered ___Ground ___2nd Day ___Overnight
	Carrier: ___UPS ___FedEx ___Airborne ___Postal Service __Other
	Shipping Calculation Method ___Disable shipping calculation ___Flat Rate for all items (e.g., up to three books for $8) ___Price Threshold (e.g., $8 for orders between $25 and $50) Milano Hoteles___Weight Threshold (e.g., $8 for orders weighing 10 - 12 pounds ___Shipping Price specified for Each Item        (useful for items with special packing or crating) ___Other
	Shipping Areas or Zones (6 included at no extra charge). Many merchantsstart with UPS zones and then average them so there are 3 or 4 zones for the continental US orother major market area. In the US, you will probably also have zones for Canada, and Alaska/Hawaii.For international customers state: "We will calculate the exact shipping amount and charge it toyour card prior to shipping."
9.	Sales Tax (one state table at no extra charge) States or Counties where collection is required   Percent Sales Tax
10.	Payment Transaction
	Payment Methods Allowed ___Visa ___MasterCard ___American Express ___Discover ___COD ___Purchase Order ___Reseller Account No. ___Other:___________________________
	Credit Card Authorization accommodation in Salzburg___Real-time on-line credit card authorization (recommended if you'resetting up a Web business from scratch) ___Desktop credit card processing after order is received (begin here if youhave an existing Merchant Credit Card Account)
11.	Secure Order Reception Store software e-mails you when an order arrives, but it won't e-mailsensitive credit card information. You'll need to get that in a secure manner. ___View completed order in Web browser and print out orders on printer (for low volume stores) ___Download order file for transfer to accounting system (for higher volumestores. A tab-delimited file can be created. You'll need to have a programmerwrite a macro to import into your order fulfillment software.)
12.	Accounting and Inventory
	Accounting Program Used ___QuickBooks ___Peachtree ___Mail Order Manager ___Other
	Do you want to integrate Web orders with accounting program?(special programming probably required) ___Yes ___Maybe Later ___No
	Do you want to integrate Web orders with an inventory program? ___Yes ___No
13.	Special Order Form Instructions ___Gift wrapping ___Gift card inscription ___Shipping instructions ___Other
14.	Names of "Regular" Pages. Product pages are usually designed on the basis of templates. "Regular" pagesmust be hand-designed using HTML, with custom photo insertion, etc. As such, they are moreexpensive. Typical "regular" pages are your "home" page, FAQ, about the company, articles,newsletters, and (sometimes) ordering instructions.
	___Welcome/Menu ___About the Company ___FAQ ___Newsletter ___Other:
15.	Response Forms (besides the order form) You may have a form where shoppers can ask questions, subscribe to a newsletter,get customer support, etc. We do not include your ordering system here. You may not need astructured feedback form; an e-mail response link may be all that is necessary.
	Number of response forms (up to 20 fields each) _____
	Purpose of response form(s):
16.	Web Hosting Visit our Web Hosting Page for more information.
17.	Digital Certificate of Site Security Our SSL Secure Servers use a Digital Certificate signed by a recognized authority(currently VeriSign) which tells the shopper's Web browser that the store is whatit purports to be. We allow storeowners to use our server's digital certificate. If you need a separate Digital Certificate,for an additional fee, we will interface with VeriSign for you, saving you a considerable hassle.
18.	Globalization Once your store appears on the Web you will have a global business. You will get orders from other countries, since many countries are not able to purchase these items locally. How will you make your site more comfortable for international customers? ___Link to currency exchange calculator (Your credit card company handles exact exchange rates) ___Provide multiple languages for product names, product descriptions, order form details (name, address, phone), shipping instructions ___Provide instructions about international shipping options ___Provide international shipments with "International Air Waybill," "Commercial Invoice," or "Shipper's Export Declaration (SED)" as required. (You may obtain more information about requirements from your postal office or courier shipping service.)
19.	Other

This form outlines our company's plans for our online store.

Signature______________________________________ Date_______________

Form last updated July 1, 2000