Order Flow – Unlock → Pickup → Payment

For Cashkr Vendors & Internal Ops Training


1. Overview

This SOP explains the entire workflow once a vendor unlocks an order:

  1. Order Unlock

  2. Customer Call & Scheduling

  3. Pickup Visit

  4. Device Inspection

  5. Final Price Confirmation

  6. Payment to Customer (OTP Flow)

  7. Order Completion

This ensures vendors follow standardized steps and maintain high SLA.


2. Stage 1: Order Unlock

2.1 How Unlock Works

Vendor taps Unlock Order, and the system checks:

✔ Sufficient Credits
✔ Sufficient Wallet Balance
✔ Vendor availability in that area
✔ No active holds or SLA blocks

If all conditions pass → Order unlocked.

2.2 What Vendor Gets After Unlock

Once unlocked, vendor receives:

  • Customer Name

  • Phone Number

  • Address + Google Map

  • Device Model

  • Expected Price

  • Selected Device Condition

  • Order ID


3. Stage 2: Customer Call & Scheduling

3.1 Immediate Call Requirement

Vendor must:

✔ Call customer within 10 minutes
✔ Introduce themselves politely
✔ Confirm device details
✔ Confirm their address
✔ Fix a pickup time (same day or next day)

3.2 Call Script (Short & Professional)

“Hello, I am calling from Cashkr regarding your device pickup order.
I will come to your location today to inspect the device and make instant payment.
Can we confirm the timing?”

3.3 If Customer Does Not Respond

  • Try 3 times

  • Vendor updates status: Customer Not Responding


4. Stage 3: Pickup Visit

4.1 Steps before going to customer

  • Check exact location on map

  • Carry a charged phone

  • Carry Cashkr ID (if provided)

  • Ensure proper behaviour

4.2 At the customer’s location

Vendor must:

✔ Be polite
✔ Explain inspection steps
✔ Check device carefully
✔ Do not argue or negotiate aggressively


5. Stage 4: Device Inspection

5.1 Phone Inspection Checklist

  • IMEI match

  • Display condition (cracks, spots, burns)

  • Body dents/scratches

  • Battery health

  • Camera functioning

  • Speakers & mic

  • Buttons & charging port

  • Face ID / Touch ID

  • Original parts check

5.2 Laptop Inspection (If applicable)

  • Serial number check

  • Display test

  • Keyboard test

  • WebCam, speakers

  • Battery backup

  • Charger condition

  • Body condition

5.3 Updating In-App Condition

Vendor selects actual device condition:

  • Good

  • Average

  • Below average

  • Damaged

The app will auto-calculate the final price.


6. Stage 5: Final Price Confirmation

The app will show:

  • Customer’s expected price

  • Your inspected price (app auto-calculated)

If customer agrees → move to payment.

If customer disagrees

Vendor must:

  • Explain condition differences

  • Avoid arguments

  • Maintain polite tone

  • If needed → mark Customer Rejected Price

Order gets closed automatically as Failed.


7. Stage 6: Payment (Wallet → OTP → Customer)

7.1 Payment Flow

  1. Vendor taps Pay Now

  2. App shows final price

  3. Customer receives OTP on SMS

  4. Vendor asks customer to read OTP

  5. Vendor enters OTP into app

  6. Payment is processed from Vendor Wallet → Customer bank

  7. Payment confirmation appears in app

Important Points

  • No cash payment

  • No UPI transfer allowed outside app

  • Payment must happen through Wallet

  • OTP is mandatory — no OTP = no payment

  • Vendor must not take device without completing payment

If OTP doesn't come

  • Ask customer to wait 30 seconds

  • Confirm SMS inbox

  • Ask customer to restart mobile

  • Try re-sending OTP


8. Stage 7: Order Completion

After payment success:

✔ Vendor collects device
✔ Vendor taps Mark as Completed
✔ App generates digital receipt
✔ Order moves to Completed Orders

Order is closed only when:

  • Device collected

  • Payment done

  • Order marked completed


9. Failure Scenarios & Marking

Scenario

Vendor Action

System Status

Customer not reachable

Try 3 calls + WhatsApp

Mark as Unable to Contact

Customer wants higher price

Explain politely

Mark as Customer Rejected Price

Device not matching description

Provide reason

Mark as Device Mismatch

Customer refuses to give OTP

Explain security

Mark as Payment Not Completed

Vendor reaches but customer not available

Wait 10 min

Mark as Customer No Show


10. SLA Requirements (Very Important)

Vendors must follow:

Pickup SLA

  • Call customer in 10 minutes

  • Complete pickup within 3–6 hours (same city)

  • Be polite and professional

Quality SLA

  • Accurate inspection

  • No fraud (IMEI mismatch, false claims)

  • No tampering with device

  • No manual pricing

Payment SLA

  • Payment must be through app only

  • OTP-based payment required

  • Payment must be instant


11. Best Practices for Vendors

Always:
✔ Be polite and respectful
✔ Call customers quickly
✔ Maintain honesty during inspection
✔ Explain prices clearly
✔ Ensure customer satisfaction

Never:
✖ Demand extra charges
✖ Force customer to accept price
✖ Take device before OTP payment
✖ Do offline UPI or cash settlements
✖ Delay order intentionally


12. Full Order Flow Summary (Simple)

Unlock Order → Call Customer → Go for Pickup → Inspect Device → App Calculates Final Price → Customer Confirms → OTP Payment → Collect Device → Mark Order Completed


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