✅ Purpose:

To ensure that unassigned or delayed leads are manually allocated to an appropriate vendor to avoid pickup delays and ensure smooth operations.

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👥 Who’s Involved:

• Ops Executive: Responsible for checking and assigning unassigned or delayed leads.

• Vendor: Receives and processes the lead via the Cashkr Vendor App.

• Customer Support (if needed): Communicates updated pickup info to the customer.

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🪜 Step-by-Step Process:

Step 1: Go to Unassigned Orders

• Log in to the Admin Panel.

• Navigate to Orders → Unassigned or check “No Action” or “Out Of Time” sections for leads needing reallocation.

Step 2: Check Order Details

• Click on the Order ID.

• Review:

  • Customer Name & Contact Number

  • Pickup Address and Pincode

  • Device Type & Brand

  • Time of order placement

Step 3: Check Available Vendors

Go to Vendors → Active Vendors.
Filter by:

• • Pincode / Nearby area

  • Device category (if vendor only supports specific types)

  • Active Order Count (only assign if vendor has <3 in-progress orders)

Step 4: Manually Assign the Lead

• In the order view, click “Assign Vendor”.

• Select the vendor name from the dropdown.

• Confirm assignment.

• System will auto-push order to vendor app.

Step 5: Notify the Vendor (Optional but Recommended)

Send a quick WhatsApp message or call vendor:

• • Example: “New pickup assigned in [Area] for [Device]. Please check your app and call customer within 30 mins.”

Step 6: Monitor Status

Within 30–60 minutes, check if:

• • Vendor updated order to “Pickup Accepted” or “In Progress”

  • If not, follow up or reassign

Step 7: Update Notes (Optional)

• In Admin Panel notes section, add a log like: “Order manually assigned to Vendor [Name] at [Time] due to delay/unassigned status.”

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⚠️ Important Rules:

Scenario	What to Do
Vendor unresponsive for >30 mins	Reassign to another vendor
Vendor has 3 active orders	Don’t assign – wait or choose another
Pincode not served	Add new vendor or escalate for support
Frequent vendor delay	Flag for penalty or restrict lead access