Admin Panel & Operations Modules

• Vendor Hold & Deactivation Process

  Purpose: Ensure vendor quality, safety, SLA compliance, and protect customer experience & company reputation.1. Purpose of This ModuleThe Vendor Hold & Deactivation Process helps Cashkr:✔ Maintain service quality✔ Prevent fraud✔ Protect customer s ...

• Adding/Editing Device Models & Pricing Updates

  Purpose: For Pricing Team, Tech Team, Vendor Ops, Operations & Management1. Purpose of This ModuleTo ensure:✔ Accurate and up-to-date pricing for all devices✔ Smooth addition of new models & variants✔ Correct deduction logic for conditions and iss ...

• Admin Panel Overview

  Purpose: For Operations, CX, Management & Business Development Teams1. Purpose of This ModuleThe Admin Panel is the central control system for managing orders, vendors, customers, payments, pricing, and overall business operations at Cashkr.This modul ...

• Exporting Data & Reports for Analysis

  Purpose: Enable accurate reporting, analysis, audits, and decision-making using Admin Panel data.1. Purpose of This ModuleTo ensure:✔ Teams extract the right data✔ Reports are consistent and reliable✔ No data misuse or misinterpretation✔ Smooth weekly/mon ...

• Handling Refunds (Wallet & Credits Reversal Flow)

  Purpose: For Finance, Ops, CX, Vendor Ops & Business Development/Management Teams1. Purpose of This ModuleTo standardize:Refund approvalWallet refunds to vendorsCredit reversalsCustomer payment correctionsInternal auditing of reversal actionsThis ensu ...

• SLA Violation Tracking & Escalations

  Purpose: For Operations, Vendor Ops, CX, BD & Management Teams1. Purpose of This ModuleTo ensure:✔ Timely pickups✔ Vendor accountability✔ Reduced customer complaints✔ Higher order completion rate✔ Consistent operational performance✔ Clear escalation p ...

• Serviceable Area & Pincode Management

  Purpose: Ensure accurate service coverage, reduce unserviceable leads, and maintain proper vendor distribution.1. Purpose of This ModuleTo ensure:✔ Customers can place orders only where Cashkr can serve✔ Vendors are available in all live areas✔ Marketing ...

• Creating & Assigning Orders to Vendors

  Purpose: For Operations, CX, Vendor Ops & Business Development Teams1. Purpose of This ModuleTo define:How orders are created (customer-side & admin-side)How vendors get assignedWhen Ops/CX must interveneInternal rules for assignment & reassig ...

• Vendor Credit Approval (UPI Screenshot Process)

  Purpose: For Vendor Operations, Finance, Operations & Management Teams1. Purpose of This ModuleTo ensure:✔ Correct vendor credit management✔ Identify and block fraudulent credit uploads✔ Maintain clear audit trails✔ Ensure vendors receive credits only ...

• Lead Management (All Leads, Not Called, Callbacks, High Ends)

  Purpose: For Sales, CX, Operations & Management Teams1. Purpose of This ModuleThe Lead Management Module ensures:✔ Every customer who starts the process is followed up✔ No high-value opportunities are missed✔ Sales & CX teams have a structured fol ...

• Coupon Management Flow

  Purpose: Maintain structured, error-free coupon creation & usage with full control by Marketing and visibility for Ops, CX, Finance & Tech.1. Purpose of This ModuleTo ensure:✔ Smooth coupon creation & activation✔ Accurate discount application ...