Ensure you meet these requirements before setting up the Orders Module.
Required Setup
Business Requirements
Documentation Needed
- Business registration (LLC, Corp, etc.)
- EIN or Tax ID
- Bank account details
- Owner identification
For POS Integration
- Admin access to POS system
- Location IDs
- API credentials (varies by POS)
- Menu already in POS
For Manual Setup
- Complete menu with prices
- Modifier options
- Availability schedule
- Category organization
KYC Requirements
Required for: Toast, Square, Clover, Manual
Not required for: Quantic
KYC Documents
- Government-issued ID
- Business license
- Bank statement
- Proof of address
KYC verification takes 2-3 business days. Start early.
Technical Requirements
- Stable internet connection
- Modern web browser
- Smartphone for testing
- Access to email
Team Preparation
- Identify who will manage orders
- Train staff on new order flow
- Prepare for test period
- Plan launch communication
Next Steps
