Whether you're just getting started or have been running your shop for a while, it's always helpful to make sure you're making the most of Cococart's features. From setting up your storefront to managing orders and driving repeat sales, this checklist will walk you through all the essential steps to help you run your business more efficiently and effectively.
🔧 Set Up for Success
Make your shop look professional and ready for customers.
☐ Add your shop name, logo, and banner
☐ Fill out your business hours and order cutoff times
☐ Set your location (for delivery or pickup options)
☐ Enable payment methods like GCash, credit/debit card, or bank transfer
☐ Share your Cococart link on Instagram, Facebook, and TikTok
🛒 Add and Organize Your Products
Make it easy for customers to browse and buy.
☐ Upload product photos and write clear descriptions
☐ Set prices and add any product variants (e.g., sizes or flavors)
☐ Organize items using categories for easier navigation
☐ Turn on inventory tracking to avoid overselling
🎉 Boost Your Sales
Let your shop do the selling for you with smart tools.
☐ Create promo codes or bundle discounts
☐ Add custom questions at checkout to gather helpful info
☐ Set up a loyalty program to reward repeat customers (Pro feature)
☐ Encourage customer reviews to build trust.
📦 Manage Orders Like a Pro
Stay on top of every order, from online to walk-ins.
☐ Download the Cococart POS to manage your online and offline orders in one!
☐ Use the Sales Reconciliation feature to track cash vs. recorded sales
📊 Know Your Numbers
Use your data to grow smarter.
☐ Check your Analytics Dashboard for sales trends
☐ See which products sell best and where traffic is coming from
You’re all set! Once you’ve completed these steps, your shop will be fully optimized for success. Keep revisiting this checklist to stay ahead as we launch new features.
📝 Pro Tip: Bookmark this page and return anytime you want to double-check if you're getting the most out of Cococart. Happy selling! ✨