You need to differentiate between “Want” and “Need” here… every YES may increase the price but it will give us a good basis to determine the best ecommerce solution.
Product Browsing and Search
Categories
- How many levels of categories will there be?
- Can products belong to multiple categories?
- Is there a single hierarchy or should users be able browse using multiple starting criteria (e.g. Brand vs. Product Type vs. Occasion vs. Cost Range)
Search & Filtering
- Keyword based searching is a given, but what fields will need to be searched?
- Should users be able to filter by attribute/category? Is Cumulative filtering required (i.e. Keyword = “Basket” + Wood + Woven + Lined + Brand)
Options & Variations – (e.g. color, size, material, voltage).
- Will there be multiple options for products?
- Should different SKUs be represented as different products or options within a single product?
- Will variants need to impact product cost and weight (for shipping calculations).
- Will there be add-ons and upsells? E.g. we hope you like your toy, do you want to also buy the batteries for it
Listing Page
- What Fields should be displayed on the listing page? Do different categories need different display templates?
- Should users be able to add products to their cart from the listing page? If so, how should options and variants be handled?
Details Page
- What Fields should be displayed on the Details Page?
- Should details be broken into multiple tabs?
- Should users be able to view additional images for a product (e.g. Front View, Back View, Interior, Exterior, …).
Discounts and Sales
- What types of discounts and sales will you provide?
- Role Based Discounts –Wholesale customers, frequent buyers, friends
Referral discounts? - Bulk discounts – e.g. Buy 10 and get a 10% discount,
- Combo – Buy Product A and get Product B for 50% off
- Coupons/Promotion Codes – Single Use, multi-use, once per account
- Groupons/Deal of the Day
- Holiday Promotions
- Role Based Discounts –Wholesale customers, frequent buyers, friends
- Will you offer both product discounts (Buy 1 Get 1, 20% of product A and cart discounts (i.e. 20% of entire Subtotal)
Shopping Cart
Mini-shopping Cart location and details to display: products? Sub-total?
Features
- Wish List – Should users be able to create a Wish List?
- Sharing/Send to a Friend – Should users be able send product details to a friend?
- Ratings and Comments – Should users be allowed to rate and comment on products?
- Referral Tracking
- Inventory Tracking? Show Availability? Allow Backorders?
- Downloads? (e.g. Software, Product Info, or Manual)
- Multiple Vendors – Will different people/companies be selling things are your site?
- Multiple Stores?
- Gift Messages
Payment / Checkout
Customer/Account Information– What data to you want/need to collect for each customer? How will accounts be created (user registration, import, data entry, combination)? Is anonymous checkout supported?
Taxes
- Local taxes (special business districts, City of St. Louis)
- State Taxes
- Country Taxes
Local taxes (special business districts, City of St. Louis)Payment
- What Payment Methods are allow (CC, ACH, Credit Terms, COD, invoice, …)
- What Credit Cards are accepted?
- What level of validation do you need (Card # and CVC? Name? Address?)
- Automated or Manual Processing of Credit Cards? Gateway? Merchant Bank?
- Should credit card info be stored on the server and should users be able to save and select from existing cards?
- Is PCI Compliance required? If your taking credit cards online, it probably should be.
- SSL- Do they have an existing SSL certificate? Preferred provider? What type/level of certificate do they want?
- Newsletter – Should users be able to opt-in for a Newsletter? Single newsletter or multiple types (Sales, New Products, Store information, …)
What Payment Methods are allow (CC, ACH, Credit Terms, COD, invoice, …)
Shipping
- What Carriers (UPS, USPS, FedEx, …) do you want to support?
- Delivery Options (For Each Carrier: Ground, Next Day Air, 2 Day air, …)
- Order Tracking – Is order tracking required?
- Is support for printing labels required? Any special requirements (i.e. QR Codes)?
- How will shipping costs be calculated? Based on weight? Fixed Based on order amount? Fixed? Percentage of Order Amount? Variable based on shipto address?
- Do shipments need to broken into multiple boxes?
- International Shipping? Canada? Non-contiguous states?
- Can users split their order between Multiple Addresses?
- Might an order ship from multiple warehouses? Is “drop shipping” support required?
- Gifts – Ship to Friend? Gift message, gift cards, gift wrapping? Allow spliting order into multiple shipments?
- What type of Shipping Discounts do you anticipate?
- Time until product is shipped- Consistent? Variable per product? Variable per category?
Administration & Integration
Reporting
- What do they need in terms of reporting? Graphs and charts?
Fulfillment & Order Tracking
- Should users be notified at each phase of the order (Order Receipt, Payment Receipt, Order Fulfilled, Order Shipped, Order Returned)?
Integration
- Is integration with Quickbooks or other accounting systems required?
- Is Order and/or customer Export to a specific system required.
- Audit Trails – When something goes wrong (i.e. a client accuses says credit cards numbers entered through your store have been misused), having a proven audit trail is invaluable (also required for PCI compliance).
Product Entry
- How will products get into the system (data entry, one time import, daily import, real-time integration with separate system, combination)?