---
title: "Merchant onboarding worksheet"
description: "A per-merchant checklist for Ordering.co marketplaces: store setup, menu, zones, payments, Business App handover, and the first real order."
canonical: https://docs.ordering.co/docs/discovery-ordering/launch-your-marketplace/appendices/merchant-worksheet/
---

# Merchant onboarding worksheet

Print one for every merchant you sign. It keeps every store complete and consistent.

|                            |   |
| -------------------------- | - |
| Merchant name              |   |
| Contact and phone          |   |
| Business owner email       |   |
| Business categories        |   |
| Commission and fees agreed |   |
| Settlement day             |   |

### Store setup

- [ ] Store created, slug checked
- [ ] Address precise on the map
- [ ] Logo PNG and header uploaded
- [ ] Business categories assigned
- [ ] Menu imported or loaded
- [ ] Prices confirmed by the merchant
- [ ] Photos on top 10 products
- [ ] Options and limits checked
- [ ] Schedule matches kitchen hours
- [ ] Order types enabled
- [ ] Zones added or shared
- [ ] Payment methods enabled
- [ ] Split payment connected (if used)

### Handover

- [ ] Business owner created and assigned
- [ ] Login and project name sent
- [ ] Business App installed on a counter device
- [ ] Volume and notifications tested
- [ ] Printer or POS connected
- [ ] Test order accepted and printed
- [ ] Store added to a delivery group
- [ ] Rules and refund policy shared
- [ ] QR code and counter card delivered
- [ ] Store enabled
- [ ] First real order checked
- [ ] One-week follow-up call booked