Guide: Printable handover checklist, from the 30 days before the switch to the final invoice
Tmall Partner handover checklist
A printable checklist for switching Tmall Partners: the 15-day Tmall Global notice, files and rights, open orders, account locks and the final invoice.
Print this page before you give your Tmall Partner notice. Write in the names and dates, and tick each line only when you’ve seen the proof yourself. Day 0 is the day the new partner takes over the store.
Why each step matters, with the rules and court cases behind it, is in How to switch Tmall Partners: the handover checklist.
The people and the dates
Brand owner of the handover: ____________________
Outgoing partner, contact: ____________________
New partner, contact: ____________________
Day 0 (new partner takes over): ____________
Nearest festival presale opens: ____________ (keep Day 0 at least six weeks before it)
Day minus 30: files and rights
- Source files of every product photo and video received ____
- Detail page files and copy received ____
- Rights to commissioned photos and videos assigned to the brand in writing ____ (China’s Copyright Law gives them to the maker when the contract is silent)
- Brand assets list (logos, fonts, packaging files) checked ____
Day minus 15: tell Tmall Global
- Written notice of the new agent operator (代理运营商) sent to Tmall Global ____ Date sent: ____________
- Reply filed ____
Tmall Global’s acceptance standards ask for this notice 15 days before the change.
Day minus 7: reports and plans
- 24 months of Business Advisor (生意参谋) reports exported ____
- Ad account history and current campaign settings exported ____
- Campaign calendar and every open platform sign-up listed, with dates ____
- Coupon and promotion settings listed ____
Day 0: orders and access
| Item | Done by | Time | Tick |
|---|---|---|---|
| Open orders, refunds and after-sale cases listed and signed by both teams | ________ | ________ | ____ |
| Operation log of every old sub-account exported | ________ | ________ | ____ |
| Every old sub-account disabled | ________ | ________ | ____ |
| Main account password changed by a brand employee | ________ | ________ | ____ |
| Recovery phone and email moved to brand staff | ________ | ________ | ____ |
| New partner’s sub-accounts created with agreed permissions | ________ | ________ | ____ |
| Top 20 listings checked live, with sales count and reviews intact | ________ | ________ | ____ |
Day plus 15: customer data
- Customer records held outside the platform returned or deleted ____
- Written deletion confirmation received ____
Day plus 30: the final invoice
- Handover signed off by the brand owner ____
- Final invoice to the outgoing partner paid ____ Date: ____________
When you’re ready for the next partner, ask for a Compass shortlist of Tmall Partners.