What to ask the shop for: Orders

Take this to the visit and tick each item with the owner. Ask for these and nothing more. An item marked optional is only for a shop that wants it.

Every shop

• The shop’s UPI ID, and the name that shows on it Customers pay straight to this UPI ID. Type both carefully and read them back to the owner: nothing checks a UPI ID for you, and one wrong letter sends the money to someone else.
• (Optional) The shop’s WhatsApp number, in the WhatsApp Business app on the owner’s phone (the shop can also start with its page alone) The shop keeps its number and its app; the helper works next to them. It must be the Business app, not plain WhatsApp. The owner opens the app at least every two weeks, or the connection can drop. Without it, customers book and pay on the shop’s page, and the owner signs in with their fingerprint and gets alerts in their app.
• The owner’s own phone number, on WhatsApp This is where the helper asks for approvals, and where the monthly report goes. The owner replies “approve” or “deny”. Practise one together.
• (Optional) With WhatsApp only: a Facebook login with admin access to the shop’s Meta business portfolio WhatsApp needs it. The owner logs in themselves, on their own phone: you never see a password or a code.
• (Optional) Only if the shop uses its own Gupshup account (the pilot’s route): the owner signs up at Gupshup, adds the partner as an admin, and the shop gives you the app name and the API key The shop keeps the account, and its own Gupshup wallet pays Meta’s charges and Gupshup’s fee. The API key goes into the panel’s key box only; never write it on paper or send it in a chat. Our message templates must show as approved in the shop’s Gupshup app before the first message.
• The name the shop is known by in public (signboard, Google or Instagram page) The name WhatsApp shows has to match what the shop calls itself in public.
• Be ready for Meta to ask the shop to verify its business later Which documents Meta will accept for a small shop is not confirmed yet. Do not tell the shop that no papers will be needed.
• (Optional) Only if the shop has, or wants, its own Razorpay account: the owner makes it on their own phone UPI is the usual way and needs no gateway account. Razorpay’s keys and codes are made by the owner and are never written in a chat or on paper.

For this template

• Each item: the names customers use (in Hindi, English, Malayalam or Kannada), its price in whole rupees, and the most the kitchen makes in a day The price is also the lowest the helper will ever agree to. Ask the owner to read the list back.
• When orders close (the cut-off) For the day, or for each slot. Ask “When do orders close?”
• When customers can collect an order, and when the shop can deliver Ask “When can customers collect or get it delivered?”
• (Optional) Only if the shop delivers: the places it delivers to An address that names none of them is not delivered to.
• How much a customer pays to confirm an order (all of it or a part), and how long an order is held for the payment The advance. Ask “How much must a customer pay to confirm? All, or a part?”
• The most orders in a day, and the most items in one order The helper never confirms an order past them.
• Until when a customer can cancel and get the advance back A later cancellation is the owner’s decision.
• The amount above which a refund waits for the owner A refund is never more than the advance paid.
• The order total above which the owner wants to say yes first Above it, the order waits for the owner before any payment is asked.

Do not promise how long setup takes, or that nothing else will be asked for. Meta decides what it needs, and it can change.