Complete initial setup

After installation, work through these tasks in order. Keep the store in Coming Soon while the test workflows are being checked.

1. Confirm the release and store identity. Record the edition and release, then set the store name, URL, locale, currency, time zone, and contact details. Follow the compatibility matrix supplied with that release.
2. Set up administrator access. Create named administrator accounts, assign only the permissions needed for each job, and configure the installation's multi-factor authentication policy. Verify each person can reach the workspace needed for their work. See Manage administrators and access.
3. Configure store policies. Review payment, shipping, tax, inventory, order numbering, cancellation, and returns settings with the owner of each business policy. Use the settings map to find the relevant area. The software does not determine which tax or return policy is correct for your jurisdiction.
4. Add representative catalog and stock. Create a test product and variant, assign its price and images, and confirm the intended location owns the stock. Verify the product and availability on the storefront. See Catalog and Inventory.
5. Test provider connections. Configure mail, payment, and shipping in test or sandbox mode first. Send a message to an allowlisted test address, run a sandbox transaction, and confirm the resulting Vendorzo record. Use the provider's documented callback URL and signing secret; see Webhook operations.
6. Review the customer journey. Check storefront design, navigation, content, SEO, and sitemap. Test product discovery, mobile navigation, cart, and checkout using a non-production order. See Storefront and marketing.
7. Verify background operations. Ask the installation owner to confirm that the scheduler and queue workers required by enabled features are running and that delayed jobs and application errors are visible to an operator. Deployment-specific commands belong to the installation's release instructions.
8. Prove recovery before live activity. Take a database and media backup, restore it in an isolated environment, and confirm representative records and files are present. Follow Back up and restore.

Use the launch readiness checklist to record each test, its result, the release, and the operator who verified it.

Marketplace installations should additionally verify the seller approval, listing ownership, commission, fulfillment, settlement, and payout controls in a controlled test setup. Follow Marketplace operations; do not test a live payout as part of setup.