Onboarding

Before you can send Instagrocer your catalog data, you need to complete the following onboarding tasks:

Next steps to get your company and store locations fully set up:

Create an account

Provide your Instagrocer representative with an email address to be used as the administrator account. You use this administrator account to complete the onboarding tasks. Instagrocer creates an administrator account with the email address. You should receive an email from partnership.support@instagrocer.co with the subject [Instagrocer Retailer Platform] Get started with Instagrocer Platform Portal.
In the email, click Get Started. You are redirected to the Instagrocer Platform Portal account creation page.
Complete the sign up form and then click Create account. The Get Started page opens with some information about what to expect in your next steps.
Review the information on the page and then click Get Started. The Set up your retailer profile page opens.

Set up your company profile

Complete the company profile form.
- Company name. The name that displays on Instagrocer Marketplace.
- Are you selling alcohol on Instagrocer. Whether you intend to sell alcohol. An Instagrocer representative needs to verify if you can sell alcohol in the locations where you operate.
- Logo. The logo that displays on Instagrocer Marketplace. For more information, see Logo requirements.
Click Continue.

The Add store locations page opens.

Add store locations

Complete the Add location form.
- Location name. The official name of the specific branch.
- Phone number. The primary contact number for the location.
- Category. The business model classification: Wholesale or Retail.
- Type. The primary industry or product sector.
Click Add Location.
You are directed to the add location address tab. Fill in the fields.
- Address line 1. The primary street address.
- Location address line 2. Optional secondary address.
- State. The primary administrative division.
- Region. The secondary administrative division or local area. The available options in this dropdown are filtered based on the selected State.
- Location Address Code. A system-generated identifier derived from the selected State and City. This code retrieves the latitude and longitude coordinates for the location.
Click Save location.
(Optional) To configure additional stores, click Add another store. You can add up to five stores during this onboarding process. You can add more stores later.
Click Submit for review.
A Congrats page opens to confirm that you’ve completed the initial setup.
Instagrocer reviews your submission, which can take around two business days. When approved, you receive an email. While you are waiting for Instagrocer to approve your submission, select a pricing policy.

Select a pricing policy

On the Congrats page, click View launch checklist.
Click Complete Retailer Profile.
In the Please select a pricing policy option, click Update Profile.
Select your pricing policy.
- Everyday Store Prices. No markup is applied. Regular price items are the same as in-store prices.
- Higher than in-store. A standard markup is applied to all items. For more information about the markup amount, contact your Instagrocer representative.
- Other. A markup is applied to select items. You specify the markup prices in your inventory files.
The following image shows where the pricing policy appears on Instagrocer Marketplace: Shows the pricing policy on Instagrocer Marketplace.
Click Save.
You have completed your retailer profile. You are now waiting for an approval email from Instagrocer to complete the rest of the onboarding process.

When approved, you should receive an email from noreply@instagrocer.co with the subject Instagrocer Onboarding | All attributes approved. When you get the email, continue to Add store hours.

Add store hours

In the approval email, click launch checklist.
Shows the approval email.

Alternatively, you can open Instagrocer Platform Portal and click Launch Checklist from the menu.

Add store hours to the approved store locations.
- On the Launch Checklist page, click Complete store setup.
- On the store’s row, click Add hours.
- Click Edit Store Hours.
- Select Regular hours and then enter the store hours.
- Click Review Changes and then resolve any conflicts.
- Click Submit Changes.
- Repeat steps a-f for all your stores.
(Optional) Add more store locations.
- Go back to the Complete store setup page.
- Click Request New Store.
- Fill in the store details and then click Submit for review.
After your new store locations are approved, repeat step 2 to add store hours.

Your approved stores are now available in the Locations tab. To complete your setup, click the three dots (⋮) icon next to a location and select Edit. This redirects you to the Location Settings Page.

Add store location flags

Location flags are togglable selections that help customers quickly identify if your store meets their needs.

Enable Alcoholic Orders: Indicates that your store is licensed to sell and fulfill orders containing alcoholic beverages.
Enable Pickup Orders: Means customers can place orders online and collect them at the physical store location.
Enable Pickup Only: Specifies that this location does not offer delivery; all orders must be collected in-person.
Enable In-Store Shopping Mode: Configures the location to support in-app proximity features, allowing customers to utilize self-checkout and other store-specific digital tools while on-site.
Storefront prices are similar to In-store prices: Guarantees that the pricing seen on the digital platform is identical to the prices found on the physical shelves.
Open late: Highlights that the store operates during extended evening hours compared to standard business hours.
The store is a local brand: Identifies the business as a community-based or independent brand.
Offers wholesale pricing and purchase: Indicates that the store provides bulk-buy discounts or specialized pricing for high-volume purchases.
Enable Long Distance Delivery: Signals that the store can fulfill delivery requests to customers located outside the your local radius.

Define pickup and delivery hours

Define the timeslots in which your customers can pickup or expect their orders.

Click the Add Day button and set your start and end times.
To include a break or a second shift, in a single day click the Add button. You can define up to 14 individual timeslots per day.
Click Create New Day to set hours for a different day of the week.
Continue this process for all days your store location is operational.

Now that you finished onboarding, you can start sending Instagrocer your catalog data. For more information, see Prepare to launch.