The merchant profile
Open a merchant to see how they are doing, where they ship from, their orders and everything that changed.
- Sales users see the Overview, Orders and Activity tabs only, and cannot add or change anything.
Open a merchant
Click a row on the Merchants page. The profile has a header and four tabs.
- The header. The name, the status, a “Restaurant” badge for restaurants, then the merchant ID, contact person, phone (press it to call) and the date they joined.
- ⋯ holds the same actions as the row menu on the list. Sales users do not see it.
- The tabs. Overview, Orders, Settings and Activity. Sales users see Overview, Orders and Activity.
Read the Overview figures
The tiles at the top of the Overview.
- Orders · 30 days. The orders of the last 30 days, and how many are still in progress.
- Delivery success. The share of orders delivered, and the share delivered on the first attempt.
- Returned (RTO). The share of completed orders that were returned to the merchant.
- Balance. What you owe the merchant (payable), or what the merchant owes you (in red).
- Credit. Credit used out of the limit: what the merchant owes plus the charges of open credit orders. It reads “Unlimited” with no limit and “—” for Cash terms, and turns red when over.
Watch for things that need attention
Cards appear under the tiles only when something needs you. Each one opens the related list.
- Over credit limit. The merchant has used more than the limit, so new orders are blocked. The link opens Settings, where you can change the limit.
- Unpaid settlement. The latest settlement is not marked as paid. The link opens it in Finance.
- Failed store orders. Orders from the merchant’s store that could not be created. The link opens Order Issues.
Manage the pickup locations
The pickup locations are on the Overview.
- The location cards. Each shows the name (“Default” on the default one), the address, area and city, and whether the pin is confirmed. These are the pickup choices on Create Order. Every new order checks the location’s zone and hub again, and a deactivated hub is never used.
- Add location opens the location box. Sales users do not see it.
- Edit changes the location.
- Set as default makes it the pre-selected pickup location. It is greyed on the one that is already the default.
- Remove deletes the location. It is greyed on the default one: “Set another default first”.
Add or edit a location
Press Add location, or Edit on a card.
- Address. Required. Use the pin button in the field to confirm the map pin. The pin button is disabled until a city is chosen.
Check the account summary
Below the locations are the account summary and the latest activity.
- Type
- Restaurant · default service Express
- Payment terms
- Both · Deduct from total
- Settlement
- Automatic · Weekly · Sunday
- COD fee
- 1 % of the COD
- Account manager
- Omar Nasser
- Portal pages
- 7 pages on
- Stores
- Salla · linked
- Account summary. The type (and the default service for a restaurant), the payment terms, the settlement, the COD fee, the account manager, the portal pages that are on and the store integrations.
- Edit in Settings opens the Settings tab.
- Recent activity. The latest four events.
- View all opens the Activity tab.
See the merchant’s orders
Open the Orders tab.
| Order | Reference | Recipient | Status | Driver | COD | Created |
|---|---|---|---|---|---|---|
| ORD-004822 | KH-7716 | Khalid Al-HarbiMalaz | Out for delivery | Ali | 450.00 SAR | 1d ago |
| ORD-004815 | AN-9981 | Hind Al-OtaibiSulaimaniyah | Delivered | Ali | Prepaid | 3d ago |
| ORD-004790 | AN-9944 | Nora SalemMalaz | Delivered | Usman | 180.00 SAR | 5d ago |
- The merchant’s orders. The Orders table, filtered to this merchant: order, reference, recipient and area, status, driver, COD and created.
- Open in Orders opens the full Orders page filtered to this merchant. All the bulk actions are there.
Follow what changed
Open the Activity tab. It lists every change and event: created, settings changed, credit limit changed, bank details changed or viewed, locations, settlements generated and paid, suspended, and store orders rejected while suspended.
| When | What happened | By |
|---|---|---|
| 9 Oct 15:20 | Suspended · Overdue invoices | 2 Layla Saleh |
| 9 Oct → today | 14 store orders rejected while suspended (Salla). Not sent to Order Issues. | 3 System |
| 2 Oct 09:40 | Bank details viewed | Omar Nasser |
| 1 Oct 00:00 | Settlement generated | System |
- The timeline. Every change and event, newest first, with the time.
- Who. The name of the user, which links to that user in Users & roles.
- System. Events Fleetics recorded by itself.
Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.
Common questions
Why is there no Finance tab?
The merchant’s money is in Finance. Choose View settlement in the ⋯ menu to open Finance for this merchant.
Where do I create an order for this merchant?
Press Create Order in the header and pick the merchant. The profile has no Create Order button.
Why is the Credit tile red?
The merchant has used more than their credit limit, so new orders are blocked until they are back under it.
Why is Remove greyed on a location?
It is the default location. Make another location the default first.