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Vylino Resource • Ecommerce Project Planning

Ecommerce Website Requirements Checklist: 60 Decisions Before You Build an Online Store

An ecommerce project is not just a catalogue plus a payment button. Product structure, variants, inventory, taxes, shipping, payment failures, returns, transactional emails, product feeds, analytics and back-office workflows all affect the build. This checklist helps businesses define those requirements before requesting a WooCommerce, Shopify or custom ecommerce proposal.

Catalogue readyProducts, categories, variants, attributes and media.
Checkout definedPayments, COD, tax, shipping and customer communication.
Operations mappedInventory, fulfilment, returns, CRM and accounting.
Growth readySEO, Merchant Center, analytics, ads and retention.

Why ecommerce requirements need more detail than a normal business website

A brochure website can still function if a few secondary pages are late. An ecommerce store depends on connected workflows: product data affects filtering and SEO; inventory affects availability; shipping affects checkout; tax settings affect totals; payment status affects orders; transactional email affects customer confidence; returns affect operations.

Do not ask only “Which platform should we use?” First document how your business sells, charges, fulfils, returns and supports orders. Platform choice becomes much easier after the workflow is clear.

WooCommerce’s current store setup checklist follows the same operational sequence: add products, configure payments, customize the store, decide taxes, configure shipping, complete a test order and verify notifications before launch.

Classify requirements before asking for a quote

Must-have for launch

Without it the business cannot take or fulfil orders correctly.

Should-have

Important for conversion, operations or growth but can be phased if necessary.

Future phase

Worth considering in architecture now, but not required for version one.

This is especially useful for ecommerce because app/plugin wish lists can grow faster than the commercial need.

The 60-point ecommerce website requirements checklist

1. Business model and sales scope

01
Define what you sell.

Physical goods, digital products, subscriptions, services, bundles, made-to-order items, wholesale or a mix.

02
Define buyer types.

B2C, B2B, dealer, wholesale, members, repeat customers or restricted customer groups may need different pricing or account rules.

03
Define sales geography.

India only, selected states, international, local delivery or store pickup.

04
Define currencies and languages.

Decide whether multi-currency and multilingual experiences are required now or later.

05
Define sales channels.

Website only, marketplaces, social commerce, physical stores or dealer networks may require inventory/order synchronization.

2. Catalogue and product data

06
Decide category and subcategory structure.

Build around how customers browse and how the business manages stock—not arbitrary internal departments.

07
Define product types.

Simple, variable, grouped, bundled, subscription, downloadable or customizable products.

08
Define product attributes.

Size, colour, material, capacity, brand, model, compatibility or other filterable characteristics.

09
Define variants and SKU rules.

Each sellable variant should have a consistent identifier strategy where operationally required.

10
Define product media.

Main image, gallery, video, swatches, downloadable files, size charts and media standards.

11
Define product copy responsibilities.

Titles, descriptions, specifications, FAQs, care information and comparison details.

12
Define product identifiers for external feeds.

GTIN, brand, MPN and other attributes may matter for Merchant Center and marketplace feeds.

Growth requirement: Google Merchant Center product files depend on accurate attributes such as ID, title, price, availability and product links; structured product data can also expose price, availability, shipping and return information in eligible Google merchant experiences.

3. Inventory and availability

13
Choose the inventory source of truth.

Website, ERP, POS, warehouse software or marketplace system.

14
Define stock status behavior.

In stock, out of stock, preorder, backorder and discontinued items should have clear storefront rules.

15
Define low-stock notifications.

Who needs alerts and at what threshold?

16
Define overselling policy.

Can customers order beyond available stock, and under which products?

17
Define multi-location inventory if needed.

Warehouses, retail stores or regional fulfilment can change availability and shipping logic.

4. Pricing, discounts and customer groups

18
Define base and sale pricing.

Include schedule rules where promotions start/end automatically.

19
Define coupon rules.

Percentage/fixed, minimum order, product/category restrictions, usage limits and expiry.

20
Define wholesale or customer-specific pricing.

Different buyer groups may need different catalogues, discounts or payment terms.

21
Define minimum/maximum order rules.

Useful for wholesale, delivery economics or regulated fulfilment.

22
Define loyalty/rewards requirements.

Points, tiers, coupons and referral logic should be scoped separately from checkout.

5. GST, tax and invoicing

23
Document the business’s tax rules with its accountant.

The ecommerce platform should implement the approved treatment; the developer should not invent GST/tax obligations.

24
Decide whether displayed prices include or exclude tax.

This affects product, cart, checkout and invoice presentation.

25
Define product tax classes.

Different products or shipping may need distinct configured rates depending on the business’s applicable rules.

26
Define invoice requirements.

Customer/business fields, GSTIN where needed, invoice numbering and PDF/accounting integration.

27
Decide tax automation vs manual configuration.

Platform capability and country support vary; verify with current provider documentation.

WooCommerce explicitly states that its documentation explains software configuration, not whether or what a business should charge for GST/VAT/sales tax, and recommends consulting a tax professional. WooCommerce tax documentation.

6. Payments and payment failure handling

28
Choose payment methods.

Cards, UPI, net banking, wallets, COD, bank transfer, EMI or international methods according to market need.

29
Choose the payment gateway(s).

Consider supported methods, settlement, refunds, international support and operating fees—not just integration availability.

30
Define payment status → order status behavior.

Successful, failed, pending, cancelled and refunded payments must map cleanly to order processing.

31
Test duplicate and interrupted payments.

Customers may refresh, return, lose connection or retry. The system should avoid duplicate orders/charges.

32
Define COD rules.

Availability by product/postcode, fees, order limits and confirmation workflows if used.

7. Shipping, delivery and pickup

33
Define shipping destinations.

Countries, states, postcodes and serviceable regions.

34
Define shipping methods and zones.

Flat rate, free shipping, weight/value based, live carrier rates, local delivery or pickup.

35
Define free-shipping thresholds.

By region, order value, customer group or promotional period.

36
Define packaging/weight/dimension requirements.

Necessary when shipping rates depend on parcel characteristics.

37
Define courier integration.

AWB creation, labels, pickup, tracking sync and delivery status.

38
Define delivery estimates.

Handling time + transit time + cutoff rules should be consistent with actual operations.

WooCommerce’s current onboarding likewise requires stores to set location, shipping destinations, zones and methods before launch.

8. Cart and checkout

39
Choose guest checkout vs account requirement.

Do not force registration unless the business model genuinely needs it.

40
Define checkout fields.

Collect only what fulfilment, tax, fraud and support actually need.

41
Define address validation/postcode logic where needed.

Useful for serviceability, shipping and reducing delivery errors.

42
Define abandoned-cart requirements.

Email/SMS/WhatsApp recovery, consent and timing should be planned rather than bolted on later.

43
Define trust and policy visibility.

Delivery, returns, payment security and support information should be available before purchase.

9. Orders, fulfilment and returns

44
Define order lifecycle statuses.

Pending, paid, processing, shipped, delivered, cancelled, returned and refunded should match real operations.

45
Define fulfilment ownership.

Who sees new orders, packs them, creates labels and updates status?

46
Define return/exchange workflow.

Eligibility, request method, pickup, replacement, store credit and refund should align with the published policy.

47
Define refund mechanics.

Full/partial refunds and gateway/accounting implications.

48
Define customer service access.

Order lookup, phone/WhatsApp/email and internal support notes if needed.

10. Transactional communication

49
List required emails/messages.

Order received, payment failed, processing, shipped, delivered, cancelled, refund, account reset and review requests.

50
Define sender/domain authentication.

Transactional email should use a deliverable setup rather than depending on unreliable default web-host mail.

51
Define SMS/WhatsApp notifications if required.

Keep marketing consent separate from essential order communication where appropriate.

11. Ecommerce SEO and Google product visibility

52
Plan category vs product search intent.

Categories often target broader commercial demand; products target specific item/variant demand.

53
Control faceted/filter URLs.

Filtering can create large numbers of crawlable combinations; decide which should be indexed or canonicalized.

54
Plan out-of-stock and discontinued product behavior.

Keep, substitute, redirect or retire based on product lifecycle and search/backlink value.

55
Add Product/Offer structured data where eligible.

Google merchant listing markup can expose price, availability, shipping and return information in eligible Search experiences.

56
Plan Merchant Center product feed quality.

Stable IDs, titles, descriptions, prices, availability, product links and identifiers need reliable source data.

Google recommends Product structured data on purchasable product pages and notes that Merchant Center feeds rely on accurate product attributes such as ID, title, price, availability and link. Merchant listing structured data · Merchant Center product files.

12. Analytics, conversion tracking and admin

57
Define ecommerce analytics.

Product views, add-to-cart, checkout, purchase, revenue and coupon data should be measured consistently.

58
Define ad-platform conversions.

Google Ads/Meta purchase value and enhanced measurement should be planned alongside consent/privacy requirements.

59
Define admin reports.

Orders, revenue, tax, stock, refunds and product performance—plus what data needs exporting.

60
Define roles, ownership and training.

Who manages products, orders, refunds, coupons, integrations and site settings after launch?

WooCommerce, Shopify or custom: decide after the requirements

Need Platform question
Editorial/SEO control + WordPress ecosystem WooCommerce may fit when content and ecommerce need to coexist deeply.
Hosted commerce operations Shopify may reduce infrastructure administration for many standard retail workflows.
Highly specialized workflows Custom development may be justified when requirements cannot be implemented cleanly on standard platforms.
Complex integration landscape Evaluate APIs, data ownership, recurring app/plugin cost and operational dependency—not only storefront design.

The requirements should lead the platform decision, not the other way around.

Extra planning questions for Indian ecommerce businesses

UPI / COD

Which payment methods materially affect your audience and order-confirmation process?

GST & invoices

What tax/invoice rules has your accountant approved, and what customer fields are required?

Courier coverage

Pin-code serviceability, COD availability, shipping charges and tracking integration.

RTO / failed delivery

How does operations handle high-risk COD orders and return-to-origin costs?

WhatsApp support

Will order queries, abandoned carts or notifications use WhatsApp, and who manages responses?

Marketplace sync

Does Amazon/Flipkart/other marketplace stock or order data need synchronization?

Tax, invoicing and compliance decisions should be confirmed with qualified legal/accounting professionals; website developers implement approved requirements rather than determine a business’s statutory obligations.

If you are replacing an existing online store

A
Inventory current URLs, products and categories.

Existing search equity and customer bookmarks should not disappear casually.

B
Plan product/customer/order migration.

Decide how much historical data is actually required in the new system.

C
Map old URLs to new equivalents.

Products, categories and content pages need redirect/canonical decisions.

D
Preserve product IDs/feed continuity where practical.

Merchant/advertising systems may depend on stable identifiers.

E
Plan cutover.

Order freeze windows, DNS, payments, inventory sync and testing should minimize lost orders.

Use Vylino’s Website Migration SEO Checklist for the broader migration workflow.

What an ecommerce development proposal should state clearly

Proposal item What should be explicit
Catalogue Number of products/variants to import or upload and data responsibility.
Payments Gateway(s), COD, test mode, refund setup and responsibility for merchant approval.
Shipping Zones, methods, courier integration and label/tracking scope.
Tax/invoices Configuration scope based on rules supplied by the business/accountant.
Integrations CRM, ERP, accounting, inventory, marketplace and messaging integrations.
SEO/feed Product schema, Merchant Center/feed setup, redirects and crawl/indexing controls.
Training/support Product/order admin training, bug-fix period, maintenance and recurring licences.

Ecommerce pre-launch acceptance tests

1
Place a complete test order.

From product selection through payment/order confirmation.

2
Test failed and cancelled payment paths.

Orders should not be falsely marked paid.

3
Test shipping zones and edge postcodes.

Rates and serviceability must match actual fulfilment rules.

4
Test tax/invoice output.

Verify using the business-approved configuration.

5
Test emails/messages.

Customer and admin notifications should arrive with correct order data.

6
Test stock reduction and refund.

Inventory and payment/order records should remain consistent.

7
Validate analytics and purchase value.

One order should not be double-counted across tags.

WooCommerce’s current setup guidance likewise explicitly calls for completing a test order, confirming payment and verifying email notifications before launch.

Ecommerce requirements mistakes that become expensive later

Starting from theme design

Operations, product structure and checkout rules are discovered after the storefront is already built.

No SKU/data standard

Imports, feeds, integrations and variants become inconsistent.

Tax treated as developer guesswork

Configuration should implement business/accounting requirements—not invent them.

No payment failure testing

Order and gateway states drift apart.

Shipping rules undocumented

Unexpected rates or unsupported orders appear at checkout.

Product feed added after launch

Poor source data makes Merchant Center and Shopping feeds harder to stabilize.

No returns workflow

Customers and staff rely on manual messages with no consistent order process.

Recurring apps ignored

Low initial development cost becomes high monthly operating cost.

Planning an ecommerce store but not sure which requirements belong in version one?

Send Vylino your product count, variant complexity, target market, payment methods, shipping model, current systems and preferred platform. We can separate launch-critical requirements from optional apps/features, identify integration and migration dependencies, and prepare a practical ecommerce development scope before you commit to a build.

Frequently asked questions

What are the main requirements for an ecommerce website?

Core requirements include product/catalogue structure, inventory, pricing, tax, payments, shipping, checkout, order fulfilment, returns, transactional communication, analytics, SEO/product feeds, ownership and admin workflows.

Do I need to choose WooCommerce or Shopify before writing requirements?

No. Define how the business needs to sell and operate first. Then compare which platform supports those workflows with the best balance of flexibility, operating cost and maintainability.

What information should I prepare for an ecommerce developer?

Prepare product count, categories, variants, pricing, inventory rules, target market, payment methods, shipping zones, tax/invoice requirements, integrations, product data source, required customer communication and expected admin workflow.

Who should decide GST rates and tax rules?

The business should confirm applicable GST/tax and invoicing obligations with its accountant or qualified professional. The developer configures the ecommerce platform according to those approved rules.

Should Merchant Center and product schema be part of development?

If Google product visibility matters, planning them during development is preferable because feed quality depends on product data, stable identifiers, prices, availability, URLs and structured product information.

How long does an ecommerce website take to build?

Vylino uses roughly 6–12+ weeks as a planning range for many ecommerce projects, but catalogue size, integrations, product data, custom workflows and approvals can materially change the timeline.

Can Vylino convert this checklist into an ecommerce proposal?

Yes. Share the completed requirements—or the information you already have—and Vylino can help identify missing decisions and prepare a practical WooCommerce/ecommerce scope.

Related Vylino resources and services: Website Requirements Checklist · Website Project Brief Template · Website Development Timeline · Website Quote Comparison · WooCommerce Development · Retail & Ecommerce