Launch ecommerce store — your complete SGEN setup guide
How to go from a blank store to your first live sale — taxes, shipping, payments, products, theme, and launch checks
Opening a SGEN ecommerce store is a nine-step sequence where every step builds on the previous one. Tax and shipping configuration affects what the checkout can calculate. Payment gateway connection determines whether real charges can be placed. Getting both right before you publish a single product means no customer will reach a broken checkout.
This guide walks your business — a small-batch roaster shipping from Portland, Oregon — through every step: from enabling the store to watching the first 50 orders arrive. Follow the steps in order. Skipping ahead, especially past the payment step, commonly results in a storefront that accepts Add-to-Cart but cannot complete checkout.
Time to complete: approximately 75–90 minutes for a fresh store, assuming your Stripe or PayPal credentials are ready.
What is this for?
This guide is your ecommerce launch sequence. It is not a settings reference — each linked pile doc handles field-by-field detail. This guide's job is to give you the correct order and flag the non-obvious gaps that trip up every first-time store launch.
You reach for this guide on launch day, or when setting up a new store from scratch on a site that already has pages and blog content. After completing this guide, your store will accept real payments, show accurate shipping options at checkout, apply the correct tax rate, have at least one published product visible to shoppers, and have analytics tracking in place before the first visitor lands.
Good use cases
Example 1: New store launch — your business. your business has a content site at yourdomain.com running on SGEN with blog posts and a homepage already built. They are adding a store for the first time. They follow this guide start to finish over one afternoon, get the Canvas Tote Bag live by 4 PM, and watch the first order arrive at 6 PM the same day.
Example 2: Store re-launch after a shipping-rate change. your business expands their flat-rate fee and needs to re-check shipping zones, update their tax table, and confirm currency display. They run Steps 1–3 only, leaving products and theme untouched.
Example 3: Soft-launch mode — test before you go public. your business wants a full test checkout with a Stripe test card before publishing the product URL publicly. They follow this guide but keep the store in Closed status until the test checkout in Step 9 passes, then flip to Open and share the URL.
What NOT to use this for
If you are only updating your Stripe live key, open Payment Gateways directly — this guide is for full first-launch or re-launch sequences.
This guide walks one product to confirm the checkout flow. For 20+ products, complete Steps 1–5 first, then use the CSV import workflow.
SGEN's currency display is single-currency. The currency symbol is set in Step 3; there is no per-region currency switching.
The panel for editing which billing and shipping fields appear at checkout is not yet available in the admin. See the readiness checklist at the end of this guide for detail.
How this connects to other features
— store status, ship-from address, weight units, and login rules. Step 1 of this guide covers the required fields.
— full Stripe, PayPal, and manual-payment field reference. Step 2 walks the minimum setup; the pile doc covers every credential field.
— all four shipping methods with rate fields explained.
— global rate, per-location overrides, inclusive vs. exclusive pricing, and tax label.
— all product tabs (General, Images, SEO, Attributes) in full detail.
— order statuses, manual status changes, refund workflow, and CSV export.
— all nine coupon fields and usage-cap mechanics.
Before you start
Have the following ready before opening any configuration screen:
Your account role must be Store Owner or higher. If Store Management is absent from the admin sidebar, ask the site's super-admin to confirm your role before proceeding.
- Stripe or PayPal credentials. For Stripe: your Publishable Key and Secret Key (Test keys first, Live keys at go-live). For PayPal: Client ID and Secret. Both are available from your payment provider's developer dashboard.
- Ship-from address. The city, state, and country you ship from — this feeds checkout shipping calculations.
- Weight unit. Pounds (lbs) or kilograms (kg). Must match how your carrier weighs packages.
- Tax rate. A global percentage, or a per-state / per-country table if you sell across tax regions.
- Product images. At least one hero image per SKU planned for launch day. SGEN accepts JPG, PNG, and WebP.
- Analytics tag. Your Google Tag Manager container ID or your GA4 Measurement ID from your analytics account settings.
Where to go
Every ecommerce configuration screen lives under Store Management in the SGEN admin sidebar.
| Step | Screen | Admin path |
|---|---|---|
| 1 | General settings | Store Management → Store Configuration → General |
| 2 | Payment gateways | Store Management → Store Configuration → Payment Gateways |
| 3 | Purchase flow and currency | Store Management → Store Configuration → Purchase Flow |
| 4 | Shipping methods | Store Management → Store Configuration → Shipping |
| 5 | Taxes | Store Management → Store Configuration → Taxes |
| 6 | First product | Store Management → Products → Add New |
| 7 | Theme and appearance | Appearance → Themes |
| 8 | Tracking and analytics | Custom Codes |
| 9 | Launch coupon + test checkout | Store Management → Coupons → Add New |
Steps
The nine steps below are in dependency order — do not reorder them.
Open Store Management → Store Configuration → General.
Set the following fields, then click Save Changes:
- Store Status: Leave as Closed for now. You will flip this to Open after the test checkout in Step 9.
- Ship-from Country / State: your primary shipping origin. your business: United States / Oregon.
- Weight Unit: match your carrier's unit. your business uses lbs.
- Dimension Unit: match your packaging. your business uses in.
- Customer login for checkout: set to Guest checkout allowed unless your store requires accounts.
- Terms and conditions checkbox: paste the URL to your terms page if you have one, then toggle it on. Leave blank if you have no terms page yet.
The panel saves all five card sections in one click — there is no per-card save button and no draft state. The next shopper to load a public page sees the new values.
Open Store Management → Store Configuration → Payment Gateways. This is the most critical step — nothing can complete a real checkout without a live, enabled gateway.
Enable online payments: toggle Enable Online Payments to on. This master toggle must be active before any individual gateway can process charges.
Configure Stripe:
- Toggle Enable Stripe to on.
- Paste your Stripe Publishable Key into the Publishable Key field (starts with
pk_test_in test mode). - Paste your Stripe Secret Key into the Secret Key field (starts with
sk_test_in test mode). - Leave Stripe Mode set to Test — you will switch to Live in Step 9 after a successful test checkout.
Configure PayPal (optional): toggle Enable PayPal on and paste your Client ID and Secret if you want PayPal alongside Stripe. You can add PayPal after launch — it is not a blocker.
Manual payment method (optional): toggle on and write the bank-transfer or offline payment instructions shoppers will see when they choose that option at checkout.
Click Save Changes.
Open Store Management → Store Configuration → Purchase Flow. The top section controls how prices display across your storefront.
- Currency Position: Left shows
$30.00; Right shows30.00$. your business sets Left. (The Right option saves correctly but does not propagate to the public store in the current version — see the readiness checklist.) - Items Per Page: how many products appear on the archive per page. your business sets 12.
- Product layout: Card or List. your business sets Card.
- Add to Cart behavior: Drawer (slide-in cart) or Redirect to Cart Page. your business sets Drawer.
- Enable coupons at checkout: toggle on — your business has a welcome code planned for launch.
- Order notes field: toggle on if you want customers to leave a message with their order.
Click Save Changes.
Open Store Management → Store Configuration → Shipping. Enable at least one shipping method here — a checkout with no shipping options will prevent order completion for physical products.
- Flat Rate: a fixed fee per order. your business sets $5.00 for standard delivery.
- Free Shipping: enter the order-total threshold above which shipping is free. your business sets $75.00.
- Local Pickup: toggle on if customers can collect from your roastery or studio.
- Weight-based: charge by the total weight of items in the cart. Enter a rate per lb or kg.
You can enable multiple methods simultaneously — the customer picks at checkout from whichever are active. Click Save Changes.
Open Store Management → Store Configuration → Taxes. Toggle Enable Taxes on, then set:
- Tax label: "Tax" for US stores; "VAT" for UK or EU; "GST" for Australia, Canada, or New Zealand.
- Tax inclusive pricing: leave off for US stores (tax is added at checkout). Toggle on for UK/EU stores that show VAT-inclusive prices on product pages.
- Global tax rate: enter your rate as a percentage. your business (Oregon) sets
0— Oregon has no sales tax. - Location-based rates (optional): if you sell across US states with different rates, add per-state overrides in the rate table.
Click Save Changes. Tax rules apply to every new cart immediately; past orders keep the tax values that were calculated when they were placed.
Open Store Management → Products → Add New. Creating one product before launch lets you run a complete test checkout from browse to payment confirmation.
On the General tab:
- Product Name:
Canvas Tote Bag - Type: Simple
- Price:
30— enter a whole-dollar price. Decimal prices are rounded at save in the current version (see readiness checklist). - SKU:
ACM-TOTE-001 - Description: a full paragraph describing the product for the detail page.
- Short Description: one or two sentences for the product card on the archive.
- Manage Stock: toggle on; set quantity to
50; set Sold Out Handling to Show as Out of Stock.
On the Images tab: upload your product hero image (JPG or WebP, at least 800 × 800 px).
On the SEO tab:
- Meta Title:
Canvas Tote Bag — your business - Meta Description:
Heavy-canvas tote, heat-pressed with the your business roastery mark. Ships within 2 business days.
Set Status to Draft — you will publish it after the test checkout in Step 9. Click Create Product.
Open Appearance → Themes.
Color Swatch: the grid shows your available brand palettes. Click a swatch to preview the color pair (primary + accent), then click Save Changes to apply it site-wide. The public site repaints on the next page load — no rebuild step, no cache-clear needed. For your business, the Warm Ember swatch pairs a rich espresso primary with a warm cream accent that complements product photography.
Header and footer: open Appearance → Header Configuration to choose your header layout and upload your logo. Open Appearance → Footer Configuration to set footer columns and links. Both are optional on launch day — the defaults are presentable — but worth 15 minutes if you have a logo ready.
Navigation: open Appearance → Menu Builder. Add your main menu items: Home, Shop (linking to /products), and any top-level category or page links. The product archive is available at /products by default.
Global Styles (optional): if your brand colour differs from every available swatch, open Appearance → Global Styles to enter exact primary and accent hex values. This overrides the swatch and propagates across all SG-Builder sections.
Open Custom Codes. Paste your tracking snippet here so analytics starts collecting from the first visitor on launch day.
Option A — Google Tag Manager (recommended): Create two Custom Code snippets — one for the <head> placement and one for </body> End.
<!-- GTM head snippet — Custom Code placement: <head> -->
<!-- Replace GTM-XXXXXXX with your container ID from tagmanager.google.com -->
<template data-safe="script" data-attrs="">(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({'gtm.start':
new Date().getTime(),event:'gtm.js'});var f=d.getElementsByTagName(s)[0],
j=d.createElement(s),dl=l!='dataLayer'?'&l='+l:'';j.async=true;j.src=
'https://www.googletagmanager.com/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f);
})(window,document,'script','dataLayer','GTM-XXXXXXX');</template><!-- GTM noscript fallback — Custom Code placement: </body> End -->
<!-- Replace GTM-XXXXXXX with your container ID -->
<noscript><iframe src="https://www.googletagmanager.com/ns.html?id=GTM-XXXXXXX"
height="0" width="0" style="display:none;visibility:hidden"></iframe></noscript>Option B — Direct GA4 tag: If you are not using GTM, create one Custom Code snippet with placement <head>:
<!-- GA4 direct tag — Custom Code placement: <head> -->
<!-- Replace G-XXXXXXXXXX with your Measurement ID from analytics.google.com -->
<script async src="https://www.googletagmanager.com/gtag/js?id=G-XXXXXXXXXX"></script>
<template data-safe="script" data-attrs=""> window.dataLayer = window.dataLayer || []; function gtag(){dataLayer.push(arguments);} gtag('js', new Date()); gtag('config', 'G-XXXXXXXXXX');
</template>Set each snippet's Status to Active and click Save Changes. Both options fire on every public page from the next page load forward.
9a — Create the launch coupon
Open Store Management → Coupons → Add New.
For your business's launch, the code COFFEE10 gives $10 off any cart:
- Coupon Code:
COFFEE10 - Discount Type: Fixed cart discount
- Coupon Amount:
10 - Usage limit per coupon:
200(enough for launch week, then retire) - Usage limit per user:
1 - Status: Draft — flip to Publish after the test checkout passes.
Click Create a Coupon.
Cart-wide discounts only. SGEN coupons apply to the entire cart subtotal. There is no product-level or category-level restriction. If you need a product-specific discount, set a Sale Price on the product directly instead of using a coupon.
Coupon search limitation. The search bar on the Coupons list page does not function in the current version and navigates to a 404. Use the status filter tabs (All / Published / Draft / Trash) to locate coupons. This does not affect coupon redemption by shoppers at checkout.
9b — Run the end-to-end test checkout
Before going public, run a complete test checkout in a private or incognito window:
- Visit your product URL directly — the Canvas Tote Bag is still Draft, so type the address:
https://yourdomain.com/product/canvas-tote-bag. - Add the product to cart.
- Proceed to checkout. Confirm shipping options appear. If no option appears, return to Step 4 and confirm a shipping method is enabled.
- Confirm the tax line appears — or is absent for zero-tax locales like Oregon.
- Enter
COFFEE10in the coupon field — the cart subtotal should drop by $10. - Enter Stripe test card
4242 4242 4242 4242, expiry12/29, CVC123, any US ZIP. - Place the order. You should reach an order confirmation page.
- In the SGEN admin, open Store Management → Orders — the test order should appear in the list.
When the test checkout completes successfully:
- Payment Gateways → switch Stripe Mode to Live, paste your Live Publishable and Secret keys.
- Store Configuration → General → set Store Status to Open.
- Edit the Canvas Tote Bag → set Status to Publish.
- Edit the
COFFEE10coupon → set Status to Publish.
Your store is now live.
What success looks like
At the end of this guide you should be able to confirm all of the following:
- Visiting your store's public URL shows a live product page, not a coming-soon or error page.
- Adding a product to cart and proceeding to checkout shows shipping options and a tax line (where applicable for your locale).
- Entering coupon code
COFFEE10at checkout reduces the cart total by $10. - Completing a test checkout with Stripe test card
4242 4242 4242 4242produces an order in the admin orders list. - Switching to Stripe Live mode and completing a purchase with a real card produces a charge visible in your Stripe dashboard.
What to do if it does not work
Checkout shows "temporarily unavailable" when you try to configure checkout fields. The checkout field-editor admin panel is not available in the current version — visiting the checkout-settings route in the admin returns an error page. Shoppers on the public checkout are not affected; they see the standard billing and shipping fields and can complete purchases normally. No action is needed on your side.
Price entered as $29.99 saves and displays as $30. SGEN currently rounds product prices to the nearest whole dollar at the point of save. Enter whole-dollar prices for all products at launch. If your pricing model requires cents (e.g. $24.99, $9.95), hold those SKUs until a fix is available in the SGEN changelog — there is no automated backfill once a price is saved as a rounded integer.
Currency symbol position set to "Right" has no visible effect on the storefront. The Purchase Flow setting saves and reloads as "Right" correctly, but the public price renderer currently always places the symbol on the left. Leave the setting on Left for launch and watch the SGEN changelog for the fix.
Coupon search bar navigates to a 404. This is a known routing issue on the Coupons admin page. Use the status filter tabs (All / Published / Draft / Trash) to find coupons by status. Coupon redemption by shoppers at checkout is not affected.
Pending order does not advance to Completed after a successful payment. An order staying in Pending more than 10 minutes after a Stripe payment usually means the payment webhook is not configured. Log in to your Stripe dashboard, go to Developers → Webhooks, and add your site's webhook URL so Stripe can notify SGEN when a charge succeeds. Until the webhook is wired, you can manually set order status to Completed from the order detail view in SGEN admin.
Launch readiness checklist
Work through this checklist before sharing your store URL publicly. Each item maps to a step above.
Infrastructure
- [ ] Store status is Open (Store Configuration → General)
- [ ] At least one shipping method is enabled with a rate set
- [ ] Taxes are enabled — or confirmed zero-rate for your jurisdiction
- [ ] Stripe is enabled, in Live mode, with Live Publishable and Secret keys pasted
- [ ] Test checkout completed with a Stripe test card before switching to Live
Catalog
- [ ] At least one product is in Publish status
- [ ] Every published product has a product image attached
- [ ] Every published product has a meta title and meta description filled in (SEO tab)
- [ ] Product prices are whole-dollar amounts — decimal prices currently round to the nearest dollar at save
Experience
- [ ] A Color Swatch is selected in Appearance → Themes
- [ ] Main navigation includes a link to
/products(the product archive) - [ ] A tracking snippet (GTM or GA4) is active in Custom Codes
- [ ] If using coupons: at least one coupon is in Publish status
Known platform limitations to verify before launch
- [ ] Checkout field editor not available. Visit your public checkout and confirm the default billing and shipping fields are acceptable for your store. Contact SGEN support if a required field is absent.
- [ ] Decimal product prices round to whole dollar. Confirm all published prices are whole-dollar amounts.
- [ ] Currency position "Right" does not propagate to the storefront. Confirm live prices display acceptably with the symbol on the left.
- [ ] Coupon admin search navigates to a 404. Use filter tabs to manage coupons — redemption at checkout works normally.
- [ ] Coupons are cart-wide only. If you need product-specific pricing, use Sale Price on the product instead of a coupon.
