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 |