How do I document my Shopify store’s daily fulfilment routine for a buyer?

Start by shadowing yourself for a few ordinary days. Note every step, including the small habits you do without thinking: checking for address errors, holding certain orders, swapping a packing item when stock is short. These unwritten rules are what a new owner trips over first.

Organize the document by time of day. For each step, write what triggers it, what you do, where you do it and how you know it is finished. Use photos of packed boxes, label settings and shelf locations. Add the carrier cut-off times, who to call when a pickup is missed, and what you do when an item turns out to be out of stock.

Then test it. Ask a friend or employee to run a day using only the document. Fix every question they ask. Include a section on busy periods and on returns, since those break routines fastest. Offer a handover period so the buyer can watch the routine before taking it on. Keep logins and supplier contacts in a separate sheet you hand over at closing. Date the document and note who last reviewed it, so the buyer knows how current each step is. Add a short list of questions you would ask yourself if you were starting the job tomorrow.

Key takeaways

• Shadow yourself for a few days and capture the unwritten habits.
• Use photos, cut-off times and a list of known problems.
• Have a newcomer run a day from the document alone.