How to Onboard a New Vendor (Online Pickup)
✅ Purpose:
To ensure consistent, secure, and verified onboarding of vendors offering pickup services through the Cashkr Vendor App.
👥 Who’s Involved:
-
Ops Executive: Verifies documents and does onboarding call.
-
Vendor: Applies via app and agrees to T&Cs.
-
Ops Manager (if needed): Final approver for activation.
🪜 Step-by-Step Process:
Step 1: Vendor Discovery
Source vendor leads from:
-
Google, Justdial, OLX listings
-
Existing vendor referrals
Share the Cashkr Vendor App download link.
Step 2: Application via App
Ask vendor to:
-
Install the Cashkr Vendor App
-
Tap on “Apply as New Vendor”
-
Full Name
-
Phone Number
-
Aadhaar Card
-
PAN Card
-
Shop Address
-
Shop Photo
-
Gumastha/GST Certificate
-
Device Categories they want to handle (e.g., phones, laptops)
Fill in all required details:
-
Step 3: Document Verification
-
In the Admin Panel, go to Vendors → Application
-
Manually verify all uploaded documents for clarity and validity.
-
Check if:
-
Aadhar & PAN match vendor name
-
Shop photo is real and not generic
-
Address is serviceable
-
Step 4: Store Video Call Verification
-
Call the vendor on video (WhatsApp or other).
-
Ask vendor to:
-
Show their shop board/signage
-
Show shop interior and proof of ownership
- Confirm they understand basic pickup process and device categories.
-
Step 5: Manual Approval
If everything checks out:
-
Approve the vendor in the Admin Panel.
-
Assign nearby pincodes manually.
-
Activate their account.
-
System auto-credits 200 trial credits (used for 1–5 trial orders).
Step 6: T&C Acceptance
-
Once vendor logs in, they are shown Cashkr Terms & Conditions.
-
Vendor must tap “Agree” to proceed.
Step 7: Send Starter Kit (Optional)
Share training material via WhatsApp:
-
Sample pickup flow (PDF/video)
-
Vendor Dos & Don’ts
-
Common rejection reasons
Step 8: Monitor Trial Orders
Track first few orders to check:
-
Timely pickups
-
Status updates via app
-
Customer satisfaction
Note : Flag for further review if performance is poor.
🧠 Notes:
-
Do not onboard vendors without a store.
-
Trial credits are non-transferable and expire in 7 days if unused.
-
Limit new vendors to 3 active orders at a time until performance is proven. (3 Max Orders)