Add a merchant
Create a merchant in two short cards: who they are, and how they pay. Then finish the setup in their Settings.
- Your role has the Create merchant permission.
- Have ready the business name, a contact person and phone, a login email, the city and the pickup address.
Open the New merchant form
The form has two cards side by side.
- Press New merchant on the Merchants page. Sales users do not see it.
- The step bar names the two parts of the form: Business & contact and Commercial.
- Business & contact. Who the merchant is and where parcels are picked up. See the next step.
- Commercial. How the merchant pays, the credit, the fees and the settlement. See the step after.
- The bottom bar appears when the form is valid. It holds Create & configure and Create merchant.
Fill in Business & contact
Say who the merchant is and where their parcels are picked up.
Business & contact
- Business name. Required and unique. If the name is taken you see “A merchant with this name exists”.
- Type. Normal or Restaurant. A restaurant’s portal always has the Menu page, and its orders start as Being prepared. The restaurant manages its own menu; you never do.
- Phone. Required, as a full number. If another merchant uses the same phone, a warning with a link appears. It does not stop you.
- Email (portal login). Required. It becomes the merchant’s login to their portal and cannot be changed later. Each merchant has one login, and an email already used as a login is refused (“Already used as a login email”).
- Pickup address. Required. It becomes the merchant’s default pickup location. Use the pin button to confirm the map pin. It stays disabled until you choose the city.
Fill in Commercial
Set how the merchant pays and when they are settled. You can change all of this later in Settings.
Commercial
- Payment terms. Cash: every delivery charge is collected in cash at pickup or at delivery, and there is no credit balance. Credit: charges are billed to the merchant’s account (COD orders are still allowed). Both: you choose Credit or Cash on each order.
- Billing mode (Credit and Both). Deduct from total is the default: charges are deducted at settlement and the credit limit applies. Invoice (Daily, Weekly or Monthly): charges are billed on an invoice each cycle, there is no credit limit and the COD is paid out in full.
- Credit limit (with Deduct from total). Enter a limit or switch on Unlimited; one of the two is required. Over the limit, new orders are blocked, but the merchant stays Active.
- Default charge type (Both only). Credit or Cash, pre-selected on new orders.
- COD fee. A percentage of the COD or a fixed amount, charged to this merchant on COD orders. VAT applies when your company VAT is on.
- Default payer (cash delivery charges). The sender, at pickup, or the recipient, at delivery. It is pre-selected on new orders and can be changed on each one.
- Account manager. Optional. A label only: it gives no access.
- Settlement. Automatic generates a statement on a cycle. Manual does not.
- Cycle and day (Automatic only). Daily, Weekly, Every two weeks or Monthly, and the day for weekly cycles. A new merchant starts as Automatic · Weekly · Sunday.
Create the merchant
The bottom bar appears once the form is valid.
- Create & configure creates the merchant and opens its Settings tab, so you can finish the setup.
- Create merchant creates the merchant and opens its Overview.
Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.
Common questions
The email is refused with “Already used as a login email”.
Each merchant has one login, and an email that is already a login cannot be used again. Use another email.
Can I change the login email later?
No. It is locked. The contact email in Settings is a separate address you can change.
Which type do I choose for a restaurant?
Restaurant. Its portal always has the Menu page, its orders start as Being prepared, and the restaurant manages its own menu.
Why is there no credit limit field?
It shows only for Credit or Both, and only with Deduct from total. With Invoice there is no credit limit.
Where are the bank details?
In the merchant’s Settings, after it is created. See “Payment terms, credit and settlement”.
What about merchants who sign up on their own?
They belong to the Marketplace, which opens later.