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Tutorial
Merchant Profile

Merchant Profile — Vitagen Labs

Status: Fictional / Example merchant
Merchant ID: VITAG
Purpose: Used as the example merchant for all UltraCart onboarding documentation


Company Overview

FieldValue
Company NameVitagen Labs
TaglineScience-backed supplements for active adults
IndustryNutraceuticals / Dietary Supplements (DTC)
FieldValue
Service LevelFree Trial → upgrade to Growth plan
Admin Userjohann

Website

FieldValue
Website typeFull StoreFront
Website addresshttps://vitagen-labs.com
StoreFront nameVitagen Labs
StoreFront web addressvitagen-labs.ultracartstore.com
Checkout styleSingle-page

Location

FieldValue
CurrencyUSD
Weight unitsLB
Distance unitsIN
Address3421 Barton Creek Blvd
CityAustin
StateTexas
Zip78746
CountryUnited States

Shipping

FieldValue
Requires shippingYes (physical products)
Item IDTitlePriceWeight
DAILY-CORE-60Daily Core Multivitamin (60 capsules)$34.990.35 LB
NEURO-BOOST-30NeuroBoost Cognitive Support (30 servings)$49.990.30 LB
RESTORE-REST-60RestoreRest Sleep & Recovery (60 capsules)$39.990.32 LB
OMEGA-MAX-90OmegaMax Fish Oil (90 softgels)$29.990.45 LB
HYDRA-FUEL-30HydraFuel Electrolyte Powder (30 servings)$27.990.60 LB

Notes

  • This is a fictional merchant created solely for documentation purposes

  • All addresses, phone numbers, and contact information are fictional

  • The VITAG account uses UltraCart's pre-configured demo theme as a starting point

  • Vitagen Labs represents a typical DTC supplement brand — regulated products, physical shipping, multiple SKUs with variants (size, flavor), subscription potential

Getting Started Wizard — Full Walkthrough

Account: VITAG (Vitagen Labs)
Captured: June 28, 2026
URL: https://secure.ultracart.com/merchant/mainMenu.do


Overview

The Getting Started wizard appears as a widget on the UltraCart Dashboard immediately after account creation. It is a single-page JavaScript widget — all step content is loaded at once and shown/hidden dynamically as the merchant clicks through steps.

The wizard has 7 steps, shown as a checklist on the left side. The right panel displays the active step's content. Steps can be checked off manually without completing their actual setup (the checkboxes are independent of whether the underlying configuration was saved).

The wizard can be dismissed at any time (X button in widget header) and re-opened from the dashboard. A refresh icon (↺) in the widget header reloads the wizard widget.


Dashboard State on First Login

When a merchant logs in after signup, the dashboard shows:

  • Getting Started widget (top, full-width) — the focus of this document

  • Statistics (Basic) widget — below the wizard; shows empty/zero metrics for a new account

  • AI Reporting promotional banner — "On Demand AI Reporting / Get the answers you need — faster than ever."

FieldTypeConstraintsNotes
Item IDTextMax 20 charactersUnique product identifier / SKU
PriceText (number)Base price in the store's currency
TitleTextProduct display name
WeightText (number)Weight in the configured unit (LB by default)
Assign to PageDropdownWhich store page to display the item on

"Assign to Page" dropdown options (pre-populated with all existing StoreFront pages):

Select Page (default / unassigned)
/
/about/
/blog/
/contact/
/contact/thanks/
/help/
/help/accessibility/
/help/faqs/
/help/privacy-policy/
/help/support/
/help/terms-and-conditions/
/locations/
/sale/
/shop/
/shop/Clothing/
/shop/footwear/
/shop/watches/

Note: The page list above reflects the demo theme's pages. The actual options shown for a fresh account using the default template may differ.

Link: Add additional items... — adds another row for a second item in the same form
Button: Save Item(s)

Sub-step 2: StoreFront Items Review

After saving, shows a confirmation with:

  • Item ID

  • Item Title

  • Item Price

Button: Next - Sample Items

FieldTypeDefaultOptions
Select CurrencyDropdownUSDARS, AUD, BRL, CAD, CHF, COP, EUR, GBP, INR, JPY, MXN, MYR, NOK, NZD, PLN, RUB, SEK, SGD, TRY, USD, ZAR (21 currencies)
Measure Weights InDropdownLBLB, OZ, KG, G
Measure Distance InDropdownININ, CM
Address 1Text(empty)
Address 2Text(empty)
CityText(empty)
StateDropdownFloridaAll US states + territories
Zip/Postal CodeText(empty)
CountryDropdownUnited States~200 countries

⚠️ State defaults to Florida — UltraCart is headquartered in Florida. This state default will be wrong for most merchants and must be changed. A merchant who saves without updating the state will have incorrect tax/shipping origin calculations.

Button: Save Location
Button: Next - Shipping

Vitagen Labs Configuration

  • Currency: USD

  • Weights: LB

  • Distance: IN

  • Address: 3421 Barton Creek Blvd, Austin, TX 78746, United States


Step 5: Shipping

Sidebar item: Shipping (document/bill icon)
Heading: Shipping
Sub-steps: Step 1 → Step 2 → Review
Skip link: Available

Sub-step 1: Does Your Product Require Shipping?

| Option | Description |

CarrierNotes
USPSUS Postal Service — typically fastest to configure, no account required for basic rate display
ElementNotes
GatewayNotes
http://Authorize.Net 3.1Legacy version
http://Authorize.Net JSONCurrent version
BeanStream Gateway
Bluefin Gateway
BluePay 2.0
BluePay 2.0 v2013
BlueSnap
Braintree Payment Solutions (Blue)PayPal-owned
CCBillCommon for subscription/adult content
CyberSourceEnterprise-grade
eWayANZ/Australia/NZ focus
First Data Global Gateway e4Now Fiserv
GoEmerchant
Merchant e-Solutions Gateway
Moneris e-Select PlusCanada
Network Merchants Gateway
PayJunction
PayJunction 1.2
PayJunction REST Gateway
Payments Gateway
PayPal PayFlow ProLegacy PayPal gateway
PayTrace
Plug N Pay
StepSidebar LabelCore ActionCan Skip?Notes
1Account InfoReview account details / upgrade trialInformational only; no form to fill
2WebsiteChoose StoreFront type; configure URL and name3 choices: Full StoreFront, Checkout Only, Checkout for WordPress
3Add ItemsAdd first product SKU; manage sample itemsQuick-add form; sample items should be deleted before going live
4LocationSet currency, units, and business addressState defaults to Florida — must change for non-FL merchants
5ShippingPhysical/digital; select carriersUSPS pre-populated with demo data; verify actual configuration
6PaymentsConnect PayPal and/or configure payment gateway31 gateway options; Amazon Payments may not be available to new merchants
7ShareCopy store URL; optionally share on social mediaFinal step; no configuration required

Important Supplemental Notes

What the Wizard Does NOT Cover

The Getting Started wizard provides only a surface-level introduction. The following critical configurations must be completed separately after the wizard and are not mentioned:

  • Tax configuration — automatic sales tax nexus setup (required for US merchants)

  • Email notifications — order confirmation, shipping notification templates

  • Domain/DNS setup — connecting a custom domain to the StoreFront

  • SSL certificates — automatic with UltraCart, but merchants should verify

  • Fraud screening — MaxMind, Kount, or other fraud tools

  • Analytics integration — Google Analytics, Meta Pixel

  • Checkout customization — checkout fields, terms of service, coupon fields

  • Inventory management — stock levels, backorder behavior

  • Customer accounts — enabling/disabling customer login/registration

  • Subscription / auto-ship — especially important for nutraceutical merchants

Wizard Checkbox Behavior

The checkboxes next to each step in the left sidebar are manually managed — checking them off does NOT verify that the underlying setup was actually completed. The wizard has no validation. A merchant can check all 7 boxes without completing any actual configuration. These checkboxes are purely a visual tracking mechanism.

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