Setup wizard

Each store has its own setup wizard. Open it from the Dashboard, or go to dashboard.latticeone.ai/setup.

The top of the page tells you how many required steps are left. The steps are listed down the left side. Click any one to jump to it.

How it works

• Stop any time. Your progress is saved to your account. Next time, you pick up where you left off.
• Steps check your real records. A step is done because the thing it needs exists, not because you ticked it. If you add a product on the Products page, the Products step shows as done. If you delete your last product, the step opens again.
• Same forms as the rest of the dashboard. Anything you change in a step changes the same setting everywhere.
• Each step tells you what’s missing. A yellow box lists what the step still needs. A green box means it’s done, and you can still change it later.
• Optional steps have a Skip for now button. A skipped step shows Undo skip to put it back on your list.

The steps

#	Step	Required
1	Store basics	Yes
2	Pages	No
3	Products	Yes
4	Shipping	Yes
5	Business details	Yes
6	Compliance checklist	Yes
7	Review and submit	—

1. Store basics

• What does this store sell? Pick Research peptides, Supplements & nutraceuticals or Other. This decides whether step 6 applies to you.
• Store name — the name shoppers see.
• Public email — where shoppers can reach you. Required.
• Tagline and public phone — optional.

2. Pages

Your About page, policies and anything else your storefront links to. The step counts as done once you have at least one active page. See Content.

3. Products

You need at least one active product. See Products.

4. Shipping

You need:

• the address your orders ship from, and
• at least one active shipping method.

See Shipping.

5. Business details

This is what Lattice sends to the bank that sponsors your account. Shoppers never see it.

Section	What to enter
The business	Registered legal name and company EIN.
Physical address	Where the business is.
Billing address	Or tick Billing address is the same as the physical address.
Point of contact	A name, email and phone number.
Documents	Your business formation document (articles of incorporation, certificate of formation, or your state’s version) and a government ID for the signer — the person who signs for the business.
Bank account	Bank name, name on the account, account type, routing number and account number.

Documents can be PDF, PNG or JPEG, up to 15 MB each. Uploading again replaces the old file.

What Lattice keeps

Your EIN is stored encrypted. Only its last four digits are shown back to you. For your bank account, Lattice keeps only the last four digits of the account number.

Locked during review

Once you submit, your business’s legal details and bank account are locked while Lattice reviews them, and stay locked after approval. To change them, send Lattice a message. Your point of contact stays editable.

6. Compliance checklist

This step applies only to research-peptide stores. For any other store type, there’s nothing to do and the step is done.

For research-peptide stores, the checklist covers what the card networks and Lattice’s bank require before a store can take orders. It checks your store as it’s set up now:

1. Card payments are on, and Visa and American Express are accepted.
2. Your storefront footer carries the required research-use notice.
3. Your footer shows your business name, street address and phone.
4. Every product has a lot-specific COA from a lab.
5. Terms & Conditions and Refund / Returns pages are published, and the refund terms agree everywhere.
6. A KYC / Customer Due Diligence page is published, stating buyers must be 21 or older.

Each check shows what we found and, if it fails, what to do, with a link to the right page. See Compliance for more.

Caution

Lattice doesn’t write your product claims or compliance copy. What your store says is your responsibility.

7. Review and submit

Review lists everything still missing. Click an item to go straight to the field that fixes it. When you’ve saved the fix, Back to review takes you back to the list.

Once every required step is done, click Submit for review. Lattice replies on your store’s contact email, and anything they need shows up in your Messages.

After you submit

While Lattice reviews your details, the wizard shows With Lattice for review. You can keep editing your store in the meantime.

If Lattice asks for changes, you’ll see Lattice asked for changes at the top of the wizard, with their note. Fix what it says and submit again.

Once you’re approved, the last step shows Go live. See Going live.