Retail Store Product Setup

Shopify Product Setup and Review Process

A Comprehensive Guide for Efficient and Accurate Product Listing Management


1. Initial Product Import

  • Products are automatically sync ed from the POS system to Shopify.

  • Basic information imported includes style number, vendor, product title, and color.


2. Product Research and Content Gathering

For each imported product:

  • Conduct a web search using the style number, vendor name, product title, and color.

  • Download high-quality product images from the vendor’s official website or authorized retailers. Ensure images are clear, accurate, and copyright-compliant.

  • Collect detailed product information such as:

    • Product descriptions

    • Material and care instructions

    • Sizing information

    • Key features and benefits

    • Pricing and SKU details (if not already imported)

  • Note any special attributes (e.g., eco-friendly, limited edition, etc.).


3. Shopify Product Update

Within the Shopify admin panel:

  • Locate and edit the imported product.

  • Update all relevant fields with the gathered information:

    • Product title and description

    • Vendor and product type

    • Tags and collections

    • Pricing, SKU, and barcode

    • Inventory and shipping details

  • Upload and arrange product images in order of importance.

  • Set up product variants (e.g., size, color) as needed.

  • Optimize for SEO:

    • Edit the page title, meta description, and URL handle for search visibility.

  • Add additional details such as care instructions, size guides, or cross-sell recommendations.


4. Product Launch

  • Set the product status to “Active” when ready for publication.

  • Save and review the updated product listing.

  • Proceed to create a review task (see Step 6).


5. Group Launch Notification

Once the Web Admin completes setting up a new group of styles for a client:

  • Take a screenshot of the newly launched products in Shopify.

  • Send a notification email to the client (or relevant stakeholders) with the screenshot attached.

  • Ensure the notification is sent within 48 hours of products being added to the site.

  • Copy the Brand Manager and any other relevant team members or departments as required.


6. Review Task Creation

Simultaneously with the client notification:

  • The Web Admin creates a review task in the team’s project management tool (e.g., Asana, Trello, Jira).

  • Attach the screenshot sent to the client.

  • Include a filtered link to the specific group of products in the Shopify admin.

  • State the total number of styles/products submitted for review.

  • Assign the task to the Brand Manager.


7. Product Review Process

  • The Brand Manager reviews the products for:

    • Accuracy of information

    • Image quality and arrangement

    • Completeness of variants and options

    • SEO optimization

    • Consistency with brand guidelines

  • Complete the review within the 48-hour turnaround time.


8. Task Completion and Documentation

Before marking the review task complete, the Brand Manager:

  • Documents the number of products successfully launched.

  • Lists any products requiring revision, with specific notes on issues found.

  • Updates the task with this information for transparency and future reference.


9. Error Handling

If errors are discovered during the review:

  • The Brand Manager corrects errors directly in Shopify.

  • The Brand Manager communicates any significant issues or recurring problems to the Web Admin for process improvement.


10. Ongoing Quality Control

  • Regularly audit a sample of updated products to ensure ongoing accuracy and consistency.

  • Address discrepancies or missing information immediately.

  • Update process documentation as needed to reflect best practices or new requirements.


Additional Best Practices

  • Version Control: Maintain a changelog for significant product updates or process changes.

  • Training: Regularly train team members on product setup standards and Shopify updates.

  • Feedback Loop: Encourage feedback from clients and internal teams to continuously improve the process.

  • Automation: Explore Shopify apps or integrations to streamline repetitive tasks (e.g., image resizing, SEO checks).


This process ensures a systematic, high-quality approach to product setup, clear communication with stakeholders, and a robust review mechanism to maintain accuracy and consistency across all Shopify product listings.

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