← Back to resources

Preflight for a Direct Sales Store

Direct sales give you the margin and the customer relationship, and they also give you the parts of the job a retailer was quietly doing. A shop validates the file before it goes live, converts it for its own reader, handles delivery, and fields the message when someone can't open it. Selling direct means all four become yours.

What you now have to check

ItemWhat a retailer did
File validityRejected broken files at upload
Device compatibilityConverted to their own format
Cover thumbnailGenerated it from the file
Internal metadataOverrode it with their own record
DeliveryPut the book in a library automatically
SupportAnswered the how-do-I-open-this question
DRM decisionsApplied their own policy

The checks before you sell

  1. Validate the EPUB. Retailers rejected invalid files; your store will happily sell one.
  2. Set the internal metadata properly, because now nothing overrides it and it is what the customer's library shows.
  3. Check the cover is embedded, not just uploaded to your store page.
  4. Test on at least three devices, including a Kindle, which needs a different route to sideload.
  5. Write the delivery instructions before launch, not after the first support email.
  6. Decide on watermarking or DRM deliberately, and say what you have chosen.
  7. Test the whole purchase flow yourself, paying real money, on a phone.

Step two is the one that surprises people. On a retailer the internal metadata is invisible, because their record wins. Delivered direct, it is what the reader sees in their library, and a book showing a working title there is entirely your responsibility.

Checking the file you are about to sell

The Novel Kit reads EPUB files, so extracting the terms from the file you are about to deliver and comparing against your manuscript confirms the text is intact after conversion. It's a quick sanity check on a file that no retailer is going to inspect for you.

It does not validate EPUB structure, which is a different job covered in EPUB validation explained for authors, and it does not test delivery. What it confirms is that the words came through.

A practical next step

Buy your own book from your own store, on a phone, and get it onto an e-reader following only your own instructions. Every friction you hit is one your customers will hit.

Sources checked

Frequently asked questions

What does a retailer normally catch?

Structural faults that break their reader, plus obvious metadata problems. Not typos, and not much else.

Which formats should I deliver?

EPUB at minimum, and PDF if you have a print-styled version. Offering both prevents most support questions.

What is the commonest direct-sales problem?

A file that will not open on the customer's device, followed by customers not knowing how to get it onto their reader.

Check the file you deliver

One pass, and the documents your editor, narrator and readers each need. See the handoff pack →

Check your manuscript