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Partify Docs
Documentation/Store Setup Checklist

Store Setup Checklist

Follow this step-by-step checklist to get your Partify store up and running. Complete each task to ensure your store is ready for customers.

Launch Checklist Overview

Complete these 8 essential steps to launch your store successfully.

Steps 1-2
Account & Branding
Steps 3-5
Products & Collections
Steps 6-7
Payments & Team
Step 8
Go Live!
1
Verify Your Account
Confirm your email address to unlock all features.

Check your inbox for the verification email

Click the verification link sent to your registered email address.

Complete your profile

Add your name, phone number, and business details in Settings → Profile.

Why it matters: Account verification is required before you can accept payments and process orders.
2
Set Up Store Branding
Make your store unique with your logo, colors, and brand identity.

Essential Branding

Upload your store logo (recommended: 512x512px)
Set your primary brand color
Add a favicon for browser tabs

Store Information

Enter your store name and tagline
Add contact email and phone number
Set your business address
3
Configure Shipping
Set up shipping tiers and rates for your delivery areas.

Create shipping tiers

Set up tiers like "Standard", "Express", or "Local Pickup" with appropriate rates.

Set free shipping threshold (optional)

Encourage larger orders by offering free shipping above a certain amount.

Define delivery regions

Specify which areas you deliver to and set region-specific rates if needed.

Pro Tip: Start with flat-rate shipping to keep things simple, then add more options as your business grows.
4
Add Your First Products
Create your product catalog with images, descriptions, and pricing.

For Each Product

Add a clear product title
Write a compelling description
Upload high-quality images
Set pricing and inventory

Bulk Import Option

Have many products? Use our CSV import feature to add products in bulk:

  • Supports Shopify CSV format
  • Import variants and images
  • Map fields automatically
5
Organize Into Collections
Group your products into collections for easy navigation.

Create main collections

Examples: "Men's", "Women's", "New Arrivals", "Sale Items"

Add sub-collections (optional)

Create hierarchy like "Clothing → T-Shirts → Graphic Tees"

Assign products to collections

Products can belong to multiple collections for better discoverability.

6
Set Up Payments
Connect a payment gateway to start accepting orders.

Choose a payment provider

We support Yoco, PayFast, and other South African payment gateways.

Enter your API credentials

Get these from your payment provider's dashboard.

Test with a small transaction

Place a test order to verify everything works correctly.

Important: Keep your API keys secure and never share them publicly.
7
Add Team Members (Optional)
Invite staff to help manage your store with role-based access.

Invite team members by email

Go to Settings → Team to add users.

Assign appropriate roles

Choose from Admin, Manager, or Staff based on responsibilities.

Role Permissions

Admin

Full access to everything

Manager

Products, orders, customers

Staff

View and process orders

8
Publish Your Store!
Make your store live and start accepting customers.

Review your store

Preview your storefront and check all pages look correct.

Place a test order

Go through the complete checkout process to ensure it works.

Set store to "Published"

Toggle your store status in Settings → General to make it publicly accessible.

Connect a custom domain (optional)

Use your own domain like www.yourstore.com for a professional look.

Congratulations!

Once you've completed all steps, your store is ready to start selling! Here are some next steps to grow your business:

Track Performance

Monitor sales and customer behavior

Google Integrations

Connect Analytics and Ads

Custom Domain

Use your own branded domain