This worksheet is designed to be used over the phone or to
be printed out and sent by mail. Don't worry if you can't fill
it out completely on your own, though try to figure the number of
products, products with options, and categories before we talk.
When completed, this allows us to give you an accurate
price quote for your store. It should be used in conjunction with
the Website Planning Worksheet
and the Website Design Agreement.
___ ___________________ (smaller stores 5 to 50 products)
___ ___________________ (medium stores 51 to 300+ products)
___ ___________________ Larger Database-Driven Stores (custom needs)
Type of Sale
___Retail (sale to end user)
___Wholesale, business-to-business (to resellers or manufacturers)
___ Desire to do both
Type of Products:
products (separate SKU numbers) do you plan for your store? _____.
Do these SKU numbers
represent different colors or sizes for the same product? Yes___
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?
A substantial part of the cost of developing a store is
in preparing the product photos. But, of course, they are often what
motivate people to purchase.
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
__Not currently in database or spreadsheet __Excel __FileMaker Pro __Access
__Foxpro __Sybase __Oracle __Other_________________
The larger the store, the more categories you'll need.
Site menus and search engines use these categories to group products
so shoppers can find them quickly. We'll need a list of these from you.
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 _____
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, and (6) order button.
___Ground ___2nd Day ___Overnight
___UPS ___FedEx ___Airborne ___Postal Service __Other
___Disable shipping calculation
___Link to UPS or other shipper shipping cost calculator
___Flat Rate for all items (e.g., up to three books for $8)
___Price Threshold (e.g., $8 for orders between $25 and $50)
___Weight Threshold (e.g., $8 for orders weighing between 10 and 12
___Shipping Price specified for Each Item (useful for items with special
packing or crating)
or Zones (6 included at no extra charge). Many merchants
start with UPS zones and then average them so there are 3 or 4 zones
for the continental US or other 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 to your card prior to shipping."
I prefer PayPal, the #1 payment service in online auctions!
Credit Card Authorization ___Real-time on-line credit card authorization (recommended if you're
setting up a Web business from scratch)
___Desktop credit card processing after order is received (begin here
if you have an existing Merchant Credit Card Account)
Store software e-mails you when an order arrives, but it
won't e-mail sensitive 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 volume stores. ShopSite offers a tab-delimited file. You'll need
to have a programmer write a macro to import into your order fulfillment
Accounting and Inventory
___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 (We don't handle this, but can refer you to a programmer.)
___Gift card inscription
Names of "Regular"
Product pages are usually designed on the basis of templates.
"Regular" pages must be hand-designed using HTML, with custom photo
insertion, etc. As such, they are more expensive. Typical "regular"
pages are your "home" page, FAQ, about the company, articles, newsletters,
and (sometimes) ordering instructions.
___About the Company
(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 a structured feedback form; an e-mail
response link may be all that is necessary.
response forms (up to 20 fields each) _____
Due to the complexity of installing and hosting store-building
software and relational databases, it is important that you accept our
recommendations for Web hosting services. We charge for the additional
time expended installing and configuring stores on Web hosting services
other than those we recommend. On the other hand, we have shopped for
the best cost/performance/reliability in Web hosting services. We do
not resell hosting, but have you arrange your own contract with approved
hosting services. Web Hosting Service:
of Site Security
SSL Secure Servers use a Digital Certificate signed by
a recognized authority (currently VeriSign or Thawte) which tells the
shopper's Web browser that the store is what it purports to be. The
configuration of some Web hosting services requires each store to have
its own Digital Certificate (at a cost of several hundred dollars per
year). Others allow store owners to use the server's digital certificate.
If you need a separate Digital Certificate, for an additional fee, we
will interface with VeriSign and Thawte for you, saving you a considerable
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.)
outlines our company's plans for our online store.