How to Add or Deduct Vendor Credits Manually

✅ Use Case:

To adjust a vendor’s credit balance in the system — either to penalize (deduct) for violations or reward/support (add) based on performance, SLA, or manual instructions.

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🪜 Step-by-Step Process:

🔹 1. Navigate to Credit Management

• Go to Admin Panel → Vendors → Credit Management

🔹 2. Select Vendor

• Use the Search Bar to find the vendor by name, email, or phone.

• Click to select the correct profile (ensure it says live).

🔹 3. Choose Operation Type

• Select from dropdown:

  • ✅ Add Credits

  • ❌ Deduct Credits

🔹 4. Select Performed By

• Choose from dropdown:

  • Admin

  • Sales

    (This helps with audit logs)

🔹 5. Enter Credit Amount

• Input the number of credits to add or deduct

🔹 6. Enter Reason

• Add a clear and valid reason for the credit change (mandatory for recordkeeping)

  • Example for deduction: Fake pickup attempt — fine

  • Example for addition: Manual support — bulk order payout pending

   

🔹 7. Final Action

• Click Add Credits or Deduct Credits (button will change based on your selection)

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📝 Notes:

• 📜 All actions are logged in the Vendor Credit History

• 🧾 Current credits are visible on the right sidebar

• 💡 Always confirm with Ops Manager/Finance if unsure before applying changes