Admin Panel Overview
Purpose: For Operations, CX, Management & Business Development Teams
1. Purpose of This Module
The Admin Panel is the central control system for managing orders, vendors, customers, payments, pricing, and overall business operations at Cashkr.
This module helps:
Operations Team manage daily workflow & SLAs
CX Team resolve issues & support customers
Management monitor performance & take decisions
BD/Area Management Team maintain pincode coverage & expansion
Goal:
✔ Smooth operations
✔ Accurate tracking
✔ Faster resolutions
✔ Reliable business visibility
✔ Improved vendor & customer experience
2. Who Uses the Admin Panel (Team-Wise Roles)
A. Operations Team
Responsible for end-to-end order flow.
Key Responsibilities:
Vendor assignment and reassignment
Pickup issue resolution
Order flow monitoring
SLA compliance and escalation
Tracking stuck orders
B. Customer Experience (CX) Team
Handles customer queries and order-level support.
Key Responsibilities:
Tracking order status
Editing customer details (address, phone, timeslot)
Failure reason management
Complaint logging & resolution
Coordinating with vendor and ops teams
C. Management Team
Uses Admin Panel insights to guide business decisions.
Key Responsibilities:
Reviewing daily/weekly performance dashboards
Monitoring city-level operations
Evaluating vendor performance
Reviewing business health & growth metrics
D. Business Development (BD) / Area Management Team
Ensures serviceability coverage and city expansion.
Key Responsibilities:
Managing serviceable pincodes & areas
Identifying coverage gaps
Coordinating with Vendor Ops for onboarding in uncovered areas
Monitoring area-wise order trends
Preventing ad wastage in non-serviceable areas
Supporting expansion into new cities
E. Vendor Operations Team
(Though not in the header, this team actively uses the Admin Panel daily.)
Key Responsibilities:
Vendor onboarding & verification
Vendor SLA tracking
Vendor hold/deactivation actions
Quality control & discipline
F. Finance Team
(Also dependent on Admin Panel data.)
Key Responsibilities:
Payment verification
Refund management
Wallet & credit adjustments
3. Structure of the Admin Panel
The Admin Panel is divided into key modules:
Dashboard
Orders
Leads
Vendors
Payments (Wallet & Credits)
Customers
Models & Pricing
Coupons & Referrals
Support & Complaints
Logs & Audit Trail
Settings (Roles & Permissions)
Each module serves a different operational function.
4. High-Level Summary of Each Module
1. Dashboard
Real-time metrics
Orders today
City-wise performance
Vendor performance
SLA reports
Used by: Management, Ops, BD Team
2. Orders
Track full order lifecycle
Assign/reassign vendors
Update statuses
Resolve issues
Review inspection details
Used by: Ops, CX, Vendor Ops, Finance
3. Leads
Monitor unconverted leads
Follow-ups
Lead dispositions
High-value device tracking
Used by: Sales, CX
4. Vendors
Vendor profiles & KYC
SLA performance
Credit/WaIlet overview
Area/device type coverage
Hold/Deactivate logs
Used by: Vendor Ops, Ops, BD Team
5. Payments (Wallet & Credits)
Vendor wallet transactions
Credit deductions
Refunds & reversals
Payment logs
Used by: Finance, Vendor Ops
6. Customers
Customer profile
Order history
Referral usage
Edit customer details
Used by: CX, Sales
7. Models & Pricing
Device list
Model variants
Pricing logic
Deduction rules
New model addition
Used by: Pricing Team
8. Coupons & Referrals
Active coupons
Referral usage
Bonus tracking
Create/edit coupons
Used by: Marketing, Finance, CX
9. Support & Complaints
Customer complaints
Vendor misconduct issues
SLA escalations
Resolution tracking
Used by: CX, Ops, Vendor Ops
10. Logs & Audit Trail
Tracks every action made in the system
Helps in compliance & troubleshooting
Shows order history, status changes, refunds, etc.
Used by: Tech, Management, Finance
11. Settings (Roles & Permissions)
Add admin users
Set permissions per team
Prevent unauthorized access
Used by: Tech, Management
5. Key Rules When Using the Admin Panel
✔ Add an internal note for every change
✔ Follow approval hierarchy for refunds, deactivation, reassignment
✔ No unauthorized status change
✔ No manual data edits without documentation
✔ Maintain SLA and follow escalation rules
✔ BD team must update pincodes regularly
✔ CX must log every complaint properly
✔ Vendor Ops must maintain vendor discipline logs
6. One-Page Quick Summary (Training Card)
Admin Panel = Cashkr’s Operations Nerve Center
Used by:
Ops → Order management
CX → Customer support
Management → Performance insights
BD Team → Pincode & area expansion
Vendor Ops → Vendor management
Finance → Payments & refunds
Main Modules: Dashboard, Orders, Leads, Vendors, Payments, Customers, Pricing, Coupons, Support, Logs, Settings.