Store Vendor Agent Assignment Script

Used by: Store Partnerships / Vendor Management Team

Purpose:

To train internal teams on how pickup agents are assigned to store vendors, how daily coordination works inside the Cashkr system, and what to do during reassignment, absence, or operational handover.

🎯 Objective

To ensure:

Store vendors have dedicated agents or associates handling pickups
All orders are inspected and collected efficiently
Agent tracking, replacement, and reporting are systematic and logged

🎙️ Internal Training Script for Vendor Managers

🗣️ 1. Understanding Agent Assignment in the Store Vendor Model

“In the B2Ch store model, each store vendor either personally inspects and collects devices at their assigned stores or appoints an associate (pickup agent) to perform these activities on their behalf.

The goal is uninterrupted store service — every store must always have one active agent presence.”

🗣️ 2. Agent Roles & Responsibilities

Role	Description	Key Tasks
👤 Primary Agent (Vendor)	The main vendor account holder	Monitors all store orders via the app
🧾 Pickup Associate (Sub-Agent)	Vendor’s authorized field staff	Inspects device, uploads details, initiates payment
🚚 Backup Agent (if assigned)	Temporary agent assigned by Cashkr Ops	Used for vendor absence or coverage extension

🗣️ 3. Core Responsibilities of a Store Pickup Agent

“Every pickup agent or associate working under a store vendor must:

• Stay present at the assigned store during operating hours

• Handle all customer inspections directly on the app

• Ensure ID verification and OTP validation are done properly

• Never process orders outside the store location

• Collect all verified devices before end of day

• Report any discrepancies or delays immediately in the app”

🗣️ 4. How Agent Assignment Works (System Flow)

Step	Action	Owner
1️⃣ Vendor onboarded & mapped to store(s)	System allocates store under vendor cluster	Vendor Management
2️⃣ Vendor assigns associate (agent)	Via Vendor App → Manage Agents → Add Associate	Vendor
3️⃣ Associate gets login credentials	OTP access tied to vendor ID	System
4️⃣ Orders received from store	Visible to both vendor & assigned agent	App Auto-Sync
5️⃣ Agent handles inspection & completion	All details auto-updated in vendor dashboard	Associate
6️⃣ Vendor reviews day-end report	Approves collected devices & payout summary	Vendor

🗣️ 5. Agent Access & Control Rules

“Agents operate under the vendor’s umbrella — they don’t have independent accounts.

• All transactions, payments, and credit deductions are still under the vendor’s name.

• The vendor is financially and operationally accountable for every order handled by their agent.

• Agents cannot modify prices or apply manual offers — only inspect and submit data.

• Vendors can revoke or replace agents anytime through their app.”

🗣️ 6. Agent Replacement or Absence Flow

Reason	Example	Action
💤 Agent inactive for 2+ days	Store reports missing pickup presence	Vendor replaces associate
🤒 Leave or absence	Agent unavailable for few days	Assign temporary sub-agent
⚠️ SLA or Misconduct	Unprofessional behavior or order error	Remove and report to Ops
🚫 Deactivation	Vendor’s own account on Hold	Agent automatically loses access

“In all cases, the vendor must confirm in writing (or in-app) who their active store representative is — to prevent store disruption.”

🗣️ 7. Communication Template —

Agent Reassignment Notice (to Store)

Subject: Change in Cashkr Pickup Representative for Your Store

Hi [Store Name],

Please note that your assigned Cashkr pickup associate has been updated.

New Representative: [Agent Name]

Effective From: [Date]

All existing orders and credits remain under the same vendor account.

— Cashkr Store Partnerships Team

🗣️ 8. Communication Template —

Agent Confirmation (to Vendor)

Subject: Agent Assignment Confirmation

Hi [Vendor Name],

Your new pickup associate [Agent Name] has been added successfully under your vendor account.

They can now log in using their OTP credentials to manage store orders and inspections.

Please ensure they follow all ID, SLA, and collection guidelines strictly.

— Cashkr Vendor Management Team

🗣️ 9. Daily Tracking & Monitoring

Metric	Description	Checked By
Agent Attendance	Logged through store device scans & app timestamps	Ops Associate
Order Completion Ratio	Orders created vs. completed per agent	Vendor Manager
Inspection Quality	Device photos, ID accuracy	Quality Control
SLA Compliance	Timeliness, collection, reporting	Ops Manager

“If an agent’s activity drops below 70% completion or 3+ errors are found in a week, a replacement review is triggered.”

🗣️ 10. Key Reminders for Vendor Managers

✅ Each store vendor must always have at least one active agent mapped.

✅ Agents act as vendor extensions — vendor bears full accountability.

✅ App login credentials must never be shared outside authorized users.

✅ Any reassignment must be logged in both the Vendor App and Admin Panel.

✅ Always notify both store and vendor when an agent change occurs.

🧩 Quick Summary

Function	Responsible	Tool / Platform	Frequency
Assign New Agent	Vendor	Vendor App	As needed
Replace / Remove Agent	Vendor Mgmt	Admin Panel	On trigger
Daily Agent Monitoring	Ops	Dashboard	Daily
SLA Evaluation	Ops Manager	Weekly	Weekly review

🧾 Key Talking Points for Vendor Management Team

✅ “Agents represent the vendor at every store — professionalism is mandatory.”

✅ “Vendors remain responsible for all agent actions.”

✅ “Agent reassignment or replacement must never be informal.”

✅ “Ensure store always has uninterrupted pickup presence.”

✅ “All updates are trackable — from login timestamps to order handling logs.”