How to Approve or Reject a Vendor Application

✅ Purpose:

To manually review and approve or reject new vendor applications submitted via the Cashkr Vendor App, ensuring document accuracy and store authenticity before activation.


👥 Who’s Involved:

  • Ops Executive: Reviews documents and completes the verification call.

  • Vendor: Applies through the Vendor App and waits for approval.

  • Ops Manager (if required): Reviews edge-case or suspicious applications.


🪜 Step-by-Step Process:

Step 1: Access Vendor Applications

  • Log in to the Admin Panel.

  • Go to Vendors → Application.

  • You’ll see a list of all pending vendor applications with their Vendor ID and Name.

Step 2: Click on an Application

Select a vendor from the list.
Review both tabs:

    • Details Tab → Shows phone number, email, address, and status.

    • Documents Tab → Shows:

      • GST Certificate (optional)

      • Gumastha Certificate

      • Aadhaar Card (front & back)

      • PAN Card

      • Shop Photo

      • Vendor’s Personal Photo

Step 3: Review Documents Carefully

Check for clarity, legibility, and authenticity:

    • PAN and Aadhaar must match the vendor name.

    • Shop photo should be real (not a stock photo).

    • Ensure address in documents matches what’s entered.

    • Confirm photo of vendor matches the ID provided.

Step 4: Conduct Verification Call

Call the vendor (using phone number in the Details tab).
Ask them to:

    • Show their store live on video (via WhatsApp).

    • Answer 2–3 basic questions about pickups (e.g., “Which devices do you want to service?”)

Step 5A: If Everything is Valid → Click “Accept”

Click the ✅ “Accept” button.

This will:

    • Mark vendor as Active.

    • Allow them to log in and start receiving orders.

    • 200 trial credits Auto-credited.

Step 5B: If Application is Invalid → Click “Reject”

Click the ❌ “Reject” button.
Make sure to:

  • Notify vendor via call or WhatsApp why they were rejected.

  • Recommend reapplication with correct documents if applicable.

 


⚠️ Important Checks Before Approval:

Criteria

Mandatory?

Notes

Aadhaar & PAN match vendor name

Must match uploaded selfie too

Shop photo looks real

Must match store description

Gumastha / GST doc is uploaded

Minimum requirement

Store is located in supported pincode

Required for activation

Vendor is responsive on call

Must pass video verification

 


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