Vendor Training (Online Pickup)

✅ Purpose:

To ensure every vendor understands the Cashkr pickup process, app usage, customer interaction guidelines, and operational rules before handling live orders.

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👥 Who’s Involved:

• Ops Executive: Shares training material and conducts live training.

• Vendor: Undergoes training and confirms understanding.

• Ops Manager (if needed): Conducts final check if vendor performs poorly in trial orders.

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🎯 Training Must Be Completed:

• After successful onboarding but before first live pickup, OR

• Immediately after trial credits are given

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🪜 Step-by-Step Process:

Step 1: Share Training Material

Send the following to the vendor via WhatsApp or inside the Vendor App (in future updates):

1. 📄 PDF Guide:

   • Order Flow (Lead → Pickup → Status Update → Payment)

   • Status meanings (e.g., Pickup Accepted, In Progress, Completed)

   • When to call customers

   • Sample pickup messages/scripts

   • Credit deduction policy

   • Fine policy (e.g., 10 credit fine for delays)

    

2. 🎥 Training Video:

   • App walkthrough

   • How to accept orders

   • How to mark status

   • Common errors to avoid

Step 2: Live Training Call

Conduct a 10–15 min call (audio or video) to:

• Confirm vendor watched video or read PDF

• Ask basic questions:

-> “What do you do if customer is not picking up?”
-> “How many active orders are allowed at one time?”
-> “Where do you mark pickup complete?”

Clarify:

-> Vendor must call customer within 30 minutes of lead assignment
-> Update status on app only (not via WhatsApp)
-> Pickup should be completed within the pickup slot

Step 3: Confirm Understanding

Ask vendor to reply on WhatsApp:

“I have understood the process. Ready to take orders. - [Vendor Name]”

Step 4: Monitor First 3 Orders

Track vendor performance:

• Pickup Timeliness

• Status updates

• Customer feedback (if any)

-> If vendor makes errors → retrain or suspend

Step 5: Mark Training Completed

Update Admin Panel or internal sheet:

• Vendor Name

• Date Trained

• Who Trained

• Notes (e.g., good understanding, language barrier, etc.)

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⚠️ Rules to Highlight During Training:

Rule	Explanation
🚫 No Fake Updates	Vendor must not mark orders completed unless actually picked up.
⏱️ Timely Pickup	Must be done within pickup slot.
📲 Call the Customer	Within 30 mins of getting order.
🔄 Update via App	Only app status updates are accepted.
❌ Delays = Penalty	₹10 credits deducted per delay.