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Docs/Getting Started/Onboarding Checklist

Onboarding Checklist

Follow the guided onboarding wizard to go from a blank account to a live store.

Updated 2026-06-01

Cresivox includes a guided onboarding flow at Settings → Onboarding Setup. Each step is automatically marked complete when you perform the required action.

Onboarding steps

  • 1. Fill business profile (name, address, GSTIN, logo).
  • 2. Select a store theme under Store Setup → Theme.
  • 3. Add at least one product category.
  • 4. Add your first product with images, price, and stock.
  • 5. Connect a payment gateway (Razorpay recommended).
  • 6. Configure shipping (Shiprocket or manual rates).
  • 7. Preview your storefront.
  • 8. Place a test order to verify checkout.
  • 9. Publish your store.
ℹ️After going live: Once published, your storefront is publicly accessible. Orders placed by real customers appear in the Orders panel immediately. WhatsApp and email notifications fire if you configured them in step 7.
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