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What You Need Before Opening Your First Shopify Store

Shopify · Guide · 7 min read · 22 Aug 2026

Published by Daily Lunch Money

A practical pre-launch checklist covering products, pricing, payments, shipping, policies and the test order beginners often forget.

What You Need Before Opening Your First Shopify Store

Opening a Shopify account is easy. Opening a store that can accept and fulfil a real order requires more preparation.

The difference matters. A store can look finished while its shipping price is wrong, its return policy is missing or its owner has never tested the checkout.

Use this checklist before removing the storefront password and inviting customers.

1. A specific customer and product

You should be able to complete this sentence:

This store sells [product] to [type of customer] who wants [useful result].

“Clothing for everyone” is too broad. “Durable aprons for home bakers who want useful pockets and easy washing” gives you something to design and explain.

Experienced sellers can support larger catalogs. A beginner benefits from a narrower starting point because product pages, photography, inventory and marketing remain manageable.

2. A complete cost for each product

Record more than the supplier price.

For each item, estimate:

  • Product or manufacturing cost
  • Inbound delivery to you
  • Packaging
  • Payment processing
  • Delivery paid by the business
  • Expected returns or replacements
  • Marketplace or app fees where relevant
  • Tax obligations
  • Advertising cost if you plan to use paid traffic

Then compare the complete cost with the selling price.

A product bought for $8 and sold for $20 does not automatically produce $12 profit. Packaging, card fees, delivery and customer acquisition still have to be paid.

3. Inventory or fulfilment capacity

If you hold stock, count what is actually available. If the product has sizes or colours, each combination can require separate inventory tracking.

If you make products to order, calculate how many you can realistically complete each week. If a supplier fulfils orders, place a sample order and observe the product, packaging, tracking and delivery time yourself.

Shopify can track inventory by product and variant, but the numbers are only useful if you maintain them accurately.

Shopify inventory guidance

4. Product information customers can understand

Every product page should answer the questions a customer would normally ask before buying:

  • What exactly is included?
  • What size is it?
  • What material or file format is used?
  • Who is it suitable for?
  • How is it used or maintained?
  • When will it arrive?
  • Can it be returned?

Avoid copying the supplier description. Generic text makes products look interchangeable and may omit details your particular customers need.

Use photographs that accurately represent the item. For digital products, show clear previews without revealing the entire downloadable file.

5. A simple brand identity

You do not need an expensive brand package before your first sale.

You do need:

  • A store name that is readable and available
  • A suitable domain
  • One consistent logo or wordmark
  • A small colour palette
  • Legible typography
  • A consistent style of product photography

The goal is clarity, not decoration. Customers should be able to identify what the store sells within a few seconds.

6. Payments that work in your country

Confirm which payment provider you can use, what it charges and when payouts reach your bank account.

Shopify Payments is not available to every type of business in every country. If you use an external provider, check both the provider's processing fees and any additional Shopify transaction fees.

Do not assume a payment method is working because its logo appears in the footer. Complete a test order before launch.

Shopify Payments overview

7. Shipping prices and delivery expectations

For physical products, decide:

  • Where you will ship
  • Which carriers you will use
  • Whether customers pay the full delivery price
  • Whether free shipping is built into product prices
  • How long dispatch normally takes
  • What happens when tracking stops or a parcel is returned

Measure the packed product, not only the item. A box that is slightly too large can move into a more expensive delivery tier.

If you sell digital products, test how and when the customer receives the file. Explain any download limits or account requirements before purchase.

Getting started with Shopify shipping

8. Store policies and contact information

At minimum, consider the policies applicable to your location and products, including:

  • Returns and refunds
  • Privacy
  • Terms of service
  • Shipping or delivery
  • Contact information

Shopify provides areas for adding these policies, but the merchant remains responsible for making the wording suitable for the business and local law.

Do not copy a random store's policies. Its products, country and obligations may be different from yours.

Adding policies in Shopify

9. Basic store navigation

A small first store usually needs fewer links than its owner expects.

A practical structure is:

  • Home
  • Shop or Products
  • About
  • Questions or FAQ
  • Contact
  • Delivery and returns

Group related products into understandable collections. Do not make customers guess whether “Essentials,” “Lifestyle” or “The Edit” contains the item they need.

10. Customer communication

Prepare the messages and process that follow an order.

Know:

  • Which email address customers can contact
  • How quickly you normally reply
  • How order confirmation is delivered
  • How shipping updates are sent
  • What you will do if an order is delayed
  • How refunds and replacements are recorded

A store does not need 24-hour support, but it should set an honest expectation.

11. At least one complete test order

Shopify recommends testing the checkout before launch. A test can reveal incorrect tax settings, broken shipping rates, missing emails, inventory problems or a confusing mobile checkout.

Test the complete customer journey:

  1. Visit the store on a phone.
  2. Open a product.
  3. Select a variant.
  4. Add it to the cart.
  5. Enter a delivery address.
  6. Complete a test transaction.
  7. Review the order in the admin panel.
  8. Check the customer notifications.
  9. Simulate fulfilment and a refund.

Shopify supports simulated transactions through test payment modes. Customers cannot make live purchases while certain test modes are active, so disable them before opening.

How to place a Shopify test order

12. A plan for the first visitors

Launching the store does not create traffic automatically.

Before opening, write down where the first 100 relevant visitors might come from. Possibilities include:

  • An existing social audience
  • Personal contacts who genuinely fit the customer group
  • Useful short videos
  • Search-focused guides
  • Relevant communities that allow product sharing
  • Local events or partnerships
  • Outreach to a small number of suitable creators

Avoid paying for a large advertising campaign before you know whether the product page and offer make sense.

The final pre-launch check

You are ready to open when a stranger can understand the product, trust the store, pay successfully and know what happens next.

The design does not need to be perfect. The commercial promise does need to be clear and the order process needs to work.

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