Cashkr Training Module List
Welcome to Cashkr Learning Center — your one-stop guide to learn everything about our systems, apps, and workflows.
Each module below is organized by function and includes video training, SOP links, and checklists for self-learning.
1. Vendor App & Onboarding Modules
Purpose: For Vendor Operations, SLA Managers, and Field Onboarding Teams
Modules:
Vendor Onboarding Process (Call, Verification, Approval)
Understanding Vendor Credits & Wallet System
Using the Vendor App (Login, Dashboard, Order Unlocking)
Order Flow: From Unlock → Pickup → Payment
Vendor Payment OTP & Confirmation Flow
“To Be Failed” Orders & Credit Deduction Logic
Vendor Behavior Guidelines (Do’s & Don’ts at Pickup)
Handling Customer Issues During Pickup
SLA Violations & Escalation Rules
How to Report Issues to Admin Panel / Support
Pickup Communication Best Practices
Vendor Deactivation & Hold Flow
📺 Attach/Embed: Vendor App walkthrough videos
📝 Link: Vendor SOPs + Pickup Rules PDF
2. Customer App & Website Modules
Purpose: For Sales, Customer Experience, and Marketing Teams
Modules:
How To Use Cashkr Website & App (Customer Journey Overview)
How Device Valuation Works (Model, Condition, Pricing Logic)
Creating an Order – Step-by-Step Flow
Common User Issues & Support Resolutions
City & Pincode Availability (Serviceable Areas)
Price Change Logic (When and Why It Happens)
Return Flow & Payment Confirmation
Referral & Coupon Application Process
Order Tracking & Customer Notifications
Feedback & Review Collection Process
📺 Attach/Embed: App demo videos
📝 Link: Customer App SOP + FAQs PDF
3. Admin Panel & Operations Modules
Purpose: For Operations, CX, and Management Teams
Modules:
Admin Panel Overview
Lead Management (All Leads, Not Called, Callbacks, High Ends)
Creating & Assigning Orders to Vendors
Vendor Credit Approval (UPI Screenshot Process)
Handling Refunds (Wallet & Credits Reversal Flow)
Adding/Editing Device Models & Pricing Updates
SLA Violation Tracking & Escalations
Reports & Analytics Overview
Vendor Hold & Deactivation Process
Serviceable Area & Pincode Management
Coupon Management Flow
Exporting Data & Reports for Analysis
📺 Attach/Embed: Admin Panel video walkthroughs
📝 Link: Admin SOPs PDF
4. Sales & Lead Conversion Modules
Purpose: For Inbound Sales & Follow-Up Teams
Modules:
Lead Handling in Admin Panel (Lead → Order Flow)
Understanding Dispositions (Connected, Not Connected, Create Order)
Full Calling Script (First Call, Callback, Follow-Up)
Customer Objection Handling (Price, Pickup Delay, Competitor Offers)
How To Close a Lead When Pickup Isn’t Available
Follow-Up Best Practices & Rebuttal Scenarios
Creating Orders Manually for Customers
Using Data to Improve Conversion %
Daily Reporting & KPI Expectations
Escalation Flow for Lead Issues
Connected vs. Not Connected Dispositions
Customer Will Place Order / Already Ordered – Handling
📺 Attach/Embed: Sales Flow Videos
📝 Link: Lead Conversion Scripts + Rebuttals PDF
5. Marketing & Social Media Modules
Purpose: For Marketing Executives, Designers, and Content Team
Modules:
Social Media Brand Guidelines (Colors, Fonts, Tone)
How To Use Robin Reach (Scheduling Tool)
How To Write Captions (Hook → Value → CTA)
Hashtag Research Process
Creating Festive & Non-Festive Creatives
Approvals Flow for Creatives & Posts
Google Ads Dashboard Overview
Meta, LinkedIn, and YouTube Ads Overview
SEO Basics for Cashkr Blogs & Pages
Blog Publishing Process (Research → Upload → Promotion)
Engagement & Comment Strategy
Influencer & Referral Campaign Management
Competitor Analysis & Brand Benchmarking
Content Calendar & Reporting
📺 Attach/Embed: Marketing Tools Tutorials
📝 Link: Brand Guidelines + Creative Approval SOP
6. HR & Internal Processes Modules
Purpose: For HR, Managers, and All Employees
Modules:
Using Petpooja HRMS (Attendance, Leave, Payroll)
Accessing Eniston (Centerspace)
HR Policies Overview (Leave, Payroll, Conduct, Exit)
Performance Review Framework & Self-Assessment Process
How To Conduct a PIP Review
Exit & Final Settlement Process
HR Reporting & Documentation Standards
Onboarding & Orientation Checklist for New Hires
Grievance & Harassment Handling Flow
Engagement & Celebration Planning
Recruitment & Hiring Flow
Employee Feedback & Survey Handling
📺 Attach/Embed: HR Process Tutorials
📝 Link: HR SOP Folder
7. Tech & Product Modules
Purpose: For Developers, Testers, and Tech Managers
Modules:
Overview of Cashkr Tech Stack (Flutter, React, Prisma, Postgres)
Vendor App Testing Scenarios
Admin Panel Functional Flow for QA
API Testing & Bug Reporting (Postman, QA Process)
GA4 + Firebase Event Sync Setup
Version Control & Release Process
QA Checklist for App & Web
Coordinating with Ops for Testing
Reporting Tech Issues (Slack / Tracker Flow)
Post-Deployment Monitoring
Data Layer & Funnel Tracking
Integration of Wallet & Credit Systems
Security & IP Whitelist Procedures
📺 Attach/Embed: Tech Demo Videos
📝 Link: QA SOPs + Release Notes
8. Product Knowledge Modules
Purpose: For Sales, CX, Operations, and Marketing Teams
Modules:
Overview of Product Categories (Phones, Laptops, MacBooks, Tablets)
Device Condition Grading (Excellent, Good, Fair, Faulty)
Phone Valuation Factors (Age, Condition, Battery, Accessories)
Laptop Valuation & Inspection Checklist
MacBook-Specific Training (Find My Mac, Battery Cycles, Keyboard Issues)
Tablet & iPad Valuation Guidelines
How Device Pricing Is Calculated in Admin Panel
Handling Unsupported Models (Old/New Launch Scenarios)
Corporate Device Buyback Overview
Market Trends & Pricing Updates
📺 Attach/Embed: Product Inspection & Valuation Videos
📝 Link: Product Reference Sheet (Zoho / Google Sheet)
9. Analytics & Reporting Modules
Purpose: For Marketing, Operations, and Management Teams
Modules:
Understanding Zoho Sheets Reports
How to Read SEO, Ads, and Conversion Data
Funnel Tracking in GA4
KPI Dashboard Reading (Leads, Orders, Conversion %)
Market Research & Competitor Report Format
Monthly & Weekly Report Preparation
Using Data for Performance Optimization
Site & App Behavior Analysis (Heatmaps, Events)
Budget Allocation & ROAS Calculation
Linking Reports in Eniston
📺 Attach/Embed: Analytics Training Videos
📝 Link: Reporting Templates Folder
🧠 Best Practices
All training modules must be completed within first 5 working days of joining.
Department heads assign mandatory modules by role.
HR maintains a Training Tracker Sheet for progress monitoring.
Refresher training is assigned quarterly or post major updates.