How to Approve a New Vendor Application

🎯 Purpose:

To guide the operations or vendor team on how to review, verify, and approve a new vendor applying through the Cashkr Vendor App.

---

🪜 Step-by-Step Process

🧾 Step 1: Access the Admin Panel

• Go to Admin Panel → Vendors → Applications

• Locate the vendor entry marked as Pending Approval

🔍 Step 2: Review Vendor Details

Ensure the following information is filled and visible:

• Full Name

• Phone Number

• PAN Card

• Aadhaar Card

• Shop Address

• Shop Photo

• GST/Gumastha Certificate (if available)

• Selected Serviceable Device Types (Phone, Laptop, etc.)

🧑‍💻 Step 3: Conduct Verification

• ✅ Check document clarity: All uploads should be clearly visible.

• ✅ Cross-verify phone number and address.

• ✅ Optional: Conduct a video verification call to confirm identity and validate shop.

🛠️ Step 4: Manual Approval Action

After verification:

• Click Approve in the Admin Panel

• This gives the vendor app login access

• Assigned 200 free credits for trial (if policy applies)

🧾 Step 5: Assign Area & Devices (Post Approval)

• Go to Admin Panel → Vendors → Approved

• Search for the vendor

• Assign:

  • 📍 Serviceable Area/Pincode

  • 📱 Device Types (Phones, Laptops, etc.)

  • 🧮 Set initial Max Lead Count (3–5 recommended)

📩 Step 6: Notify the Vendor

Once approved:

• Vendor gets access to the app automatically

• Optional: Send a WhatsApp message or call to inform them:

  “Hi [Vendor Name], your Cashkr application is approved. You can now log in and start accepting orders. Your trial credits are active. Welcome onboard!”

---

💡 Pro Tips

✅ Do	❌ Don’t
Ensure address and docs match	Don’t approve without verification
Assign area based on availability	Don’t assign high-volume zones to new vendors
Conduct intro call for expectations	Don’t forget to assign lead limits