Manufacturers’ Guide to Shopify: Setting Up Your Store – Pt 1

By | 2017-10-04T17:13:48+00:00 July 8th, 2017|

Our Step by Step Guide to Getting Started with ShopifyIn Part 1 of Manufacturers’ Guide to Shopify you’ll learn how to set up your account, choose a theme, customize your checkout and more.

With manufacturers discovering a new revenue source through ecommerce platforms like Shopify, now is the time to set up a store to sell your own products. Set aside 20 minutes to complete each of these three lessons tailored to manufacturers and you will be ready to sell your products directly through your own Shopify Store. In part one, we’ll go over the basics of setting up your account, choosing a theme, setting up payments and customizing your checkout.

This blog series contains affiliate links for Shopify which means that if you purchase a plan for a Shopify store after clicking them I’ll earn a percent of your subscription fee. The opinions in this series are my own, however, and affiliate links were added as an after-thought.

Step 1: Sign up for a Shopify account.

The first step is sign up for your account. To do this, go to www.shopify.com and elect to “start your free trial – 14 days free.” We can choose a paid plan a little later.

Email

If you have an email that is already connect to a PayPal account, you should use it as the email on your Shopify account. By doing so, you will be able to connect with your PayPal account automatically later on in this lesson when we set up the store’s payments.

Store Name

When choosing a name for your Store, keep in mind that it will be used to create your free Shopify domain. The store name we’ve chosen for this lesson is ManufacturingXYZ so our free domain is http://manufacturingxyz.myshopify.com. 

Once you enter the basic information, you’ll have completed the first step, setting up an account, and will be directed to your store dashboard which is like the back office of your store. 

Step 2: Select your theme.

Shopify Theme Store Screenshot

Shopify Theme Store

With “Home” selected in the left hand navigation, scroll down until you see “Customize your Online Store to match your brand.

Click “Customize Theme.” If you’d like to start with a free theme, you can choose to “Explore free themes.” For ManufacturingXYZ we chose Minimal but Simple would also be a good choice. 

Install the theme and go ahead and “Publish as my store’s theme.” Once your theme finishes installing you’ll select the option “Go to My Theme Manager”.

Step 3: Customize your theme.

Shopify Slideshow Screenshot

Shopify Slideshow

Choose “Customize Theme”; a blue-purple button in upper right portion of the business side of the page. Everything you can use to edit your theme will show up in a scrolling navigation bar on the left.

However, we recommend not making major changes while just starting out. The professionals at Shopify are experts in ecommerce and have provided an effective layout already. 

We won’t go over every action you can perform from “Customize Theme” here, as there are many, but we’ll get you started with the basics to launch your site. Through this tutorial we hope to convey how to use all of the features well enough that you’ll be able to understand how the Shopify software works in order to make changes beyond these lessons.

Slideshow

On the Minimal theme, there is a Homepage Slideshow that needs images which we’ll add now. If you’re filling out a slideshow on your theme, choose overview images of your products to give an overall perspective of what you sell. Our fictional company, ManufacturingXYZ, sells plastic products, so that’s what we’ll use on our slideshow.

To make this change, click on “Slideshow” on the left-hand navigation with the “Sections” tab selected. Under “Content” click “Slide” and follow the prompt to upload your photo.

When preparing images, always check the suggested size and edit your photos to be that size before uploading them. We found out the size of our slides by searching the Shopify help center. For free software to size your images, we recommend canva.com.

Talk About Your Brand

Choose “Talk about your brand” from the left-hand navigation menu with the “Sections” tab selected. Add a header and blurb about your company in the respective fields that appear. This can be changed later so don’t feel pressured to come up with the perfect blurb now.

The featured collection section will be populated when you upload your products.

Social Media

Choose “Social Media” from the left-hand navigation menu with the “General Sections” tab selected. Add the urls of any social media accounts you have set up for your company. These links will show up in the footer of the store.

Step 4: Set up payments.

Shopify Payments Screenshot

Choose “Settings” from the left-hand navigation. 

Choose “Payments.”

On the Payments page you’ll see several different types of payments. In our experience, 99 percent of customers will be able to checkout using Shopify Payments and PayPal, so we recommend starting by setting those up.

Shopify payments

To accept credit cards through Shopify, click the “Complete account setup” button in the Shopify Payment box. Fill out information by following the prompts. Don’t worry, it only takes a few minutes.

PayPal

PayPal Express Checkout is a user friendly way to accept credit cards and many people use their PayPal account to shop online. If you entered an email address associated with a PayPal account in Step One of this tutorial, it will already be set up for you. If not, you can set up a PayPal account now and come back to this page once complete.

Step 5: Customize your checkout.

Shopify Checkout

Choose “Settings” from the left-hand navigation. 

Choose “Checkout.”

Customer accounts

Select “Account are optional” to allow people to set up an account if they choose but also giving them the option of purchasing without setting up an account.

Form options

Select what information you want to require. However, keep in mind that it’s always a good idea to ask for as little information as you actually need since it can be frustrating for customers to have to fill in a lot of fields.

Order processing

We recommend leaving most of these settings as is. At the bottom of this section is a field where you can add “Additional scripts.” This is where you can add code for conversion tracking and advertising. We’ll be publishing a post about this soon!

Refund, privacy, and TOS statements

Shopify offers the option to autogenerate a professional text for each of these. We recommend using this option for each.

Remember to click the “Save” button in the lower right before exiting.

Congratulations!

You’ve completed the first lesson on setting up your Shopify store. From here you can log out of Shopify by clicking your photo in the upper right hand of the page and go have a cup of tea to celebrate. Or, move on to Part 2 of our series: Manufacturers’ Guide to Shopify: Adding Products to Your Store.

Again, you first step is to sign up for your account. To do this, go to www.shopify.com and elect to “start your free trial – 14 days free.” We can choose a paid plan a little later.

If you’d like discuss your ecommerce opportunity and other proven marketing strategies that will help you to realize your full potential as a manufacturer — please reach out to us using the form below. We look forward to speaking with you!

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