Help CenterMerchants

The Merchants page

Admin portalMerchantsUpdated today

See every merchant that ships with you, find one quickly, and act on one or many merchants from the list.

Before you start
  • Everyone who can open Merchants can view the list. The actions need their own permission: Create merchant, Edit merchant settings, Suspend / reactivate, Archive merchant, Reset portal password and Export.
  • A Sales user sees only the merchants in their Selected merchants scope, and can only view: no New merchant, no ticking and no ⋯ menus. The scope is set in Users & roles.
1

Open Merchants

The page has the quick filters at the top, then the search and the buttons, then the table.

MerchantsSample screen
OPERATIONS
1
Merchants
Merchants
2
All5Over credit limit1Pending settlements1No orders in 30 days1Suspended1Archived0
3FiltersCustomizeNew merchant⋯
4
MerchantPayment termsBalanceOrders · 30dAccount managerStatusCityType
Al Noor ElectronicsMER-101CreditSAR 12,450payable1,284Layla SalehActiveRiyadhNormal⋯
Sahab FashionMER-102BothOver limitSAR 3,120owed412Layla SalehActiveSettlement dueDammamNormal⋯
Daily Dates Co.MER-103CashSAR 640payable96—ActiveJeddahNormal⋯
Najd PerfumesMER-104CashSAR 0payable0—SuspendedJeddahNormal⋯
Burger LaneMER-105BothSAR 1,980payable560Omar NasserActiveRiyadhRestaurant⋯
Rows per page 25 ▾ · 1–5 of 5
  1. Open Operations › Merchants in the menu.
  2. Quick filters. One tap shows only those merchants. The number is how many each one holds.
  3. Search. Press the search icon and type a name, ID, phone, email or contact person.
  4. The merchants table. One row is one merchant. Click a row to open the merchant’s profile.
2

Use the quick filters

Quick filters are the fastest way to see one group of merchants. The number on each one is how many merchants it holds.

MerchantsSample screen
1All52Over credit limit13Pending settlements14No orders in 30 days15Suspended16Archived0
  1. All. Every merchant except the archived ones.
  2. Over credit limit. Credit or Both merchants who have used more than their limit (what they owe plus their open credit orders).
  3. Pending settlements. Merchants whose latest settlement is not marked Paid.
  4. No orders in 30 days. Merchants that are not archived and have had no order in the last 30 days.
  5. Suspended. Merchants you have suspended.
  6. Archived. Merchants you have archived. They are kept for history.
3

Read the table

Each merchant is one row. These are the columns.

MerchantsSample screen
1 Merchant2 Payment terms3 Balance4 Orders · 30d5 Account manager6 Status7 City8 Type
Al Noor ElectronicsMER-101CreditSAR 12,450payable1,284Layla SalehActiveRiyadhNormal⋯
Sahab FashionMER-102BothOver limitSAR 3,120owed412Layla SalehActiveSettlement dueDammamNormal⋯
Daily Dates Co.MER-103CashSAR 640payable96—ActiveJeddahNormal⋯
Najd PerfumesMER-104CashSAR 0payable0—SuspendedJeddahNormal⋯
Burger LaneMER-105BothSAR 1,980payable560Omar NasserActiveRiyadhRestaurant⋯
  1. Merchant. The name and the merchant ID. This column always stays.
  2. Payment terms. Cash, Credit or Both. A red “Over limit” shows when a credit merchant has used more than the limit.
  3. Balance. The COD held for the merchant minus the charges owed. “Payable” means you owe the merchant. “Owed” in red means the merchant owes you.
  4. Orders · 30d. The orders of the last 30 days.
  5. Account manager. The staff member in charge of the merchant, or “—”.
  6. Status. Active (green), Suspended (red) or Archived (grey). “Settlement due” shows when the latest settlement is not marked Paid.
  7. City. The merchant’s city.
  8. Type. Normal or Restaurant.
4

Filter the list and choose your columns

For anything the quick filters do not cover, use Filters. Use Customize to show only the columns you need.

MerchantsSample screen
1Filters3CustomizeNew merchant⋯
2
Any ▾
Any ▾
Any ▾
Any ▾
Any ▾
4
Columns
☑ Merchant (always shown)
☑ Payment terms
☑ Balance
☑ Orders · 30d
☐ Account manager
☑ Status
☑ City
☑ Type
  1. Press Filters.
  2. The filters: Status, Payment terms, Type, Account manager and City. Each one says “Any” until you pick a value. The filters that are on appear as chips next to the search.
  3. Press Customize.
  4. The columns. Show, hide and reorder them. Merchant always stays. Your choices are saved for you only.
5

Use the row menu

The ⋯ menu on a row holds the actions for that merchant.

MerchantsSample screen
MerchantPayment termsStatus
Sahab FashionMER-102BothOver limitActiveSettlement due1 ⋯
2 View profile
3 View settlement
4 Settings
5 Reset portal password
6 Suspend
7 Archive · 63 orders still open
  1. Press ⋯ on the row of the merchant. The profile header has the same menu.
  2. View profile opens the profile on Overview.
  3. View settlement opens Finance › Settlements for this merchant. The profile has no Finance tab.
  4. Settings opens the profile on its Settings tab.
  5. Reset portal password sends a reset link to the merchant’s login email. It is greyed for archived merchants.
  6. Suspend stops new orders. A suspended merchant shows Reactivate instead. See “Suspend, reactivate and archive a merchant”.
  7. Archive is greyed, with the reason beside it, while the merchant still has open orders or a balance.
6

Select several merchants

Tick merchants to act on all of them at once.

MerchantsSample screen
1MerchantPayment termsBalanceStatus
☑Al Noor ElectronicsMER-101CreditSAR 12,450payableActive⋯
☑Sahab FashionMER-102BothOver limitSAR 3,120owedActiveSettlement due⋯
☐Daily Dates Co.MER-103CashSAR 640payableActive⋯
2 selected2Assign account manager3Export✕
  1. Tick the boxes of the merchants you want.
  2. Assign account manager gives all the selected merchants the same account manager.
  3. Export downloads only the selected merchants.
7

Assign an account manager

Choose Assign account manager in the selection bar.

Assign account managerSample screen
Assign account manager✕
Layla Saleh ▾
2A label only: it gives no access. To limit what a user sees, use Users & roles › the user › Merchants › Selected merchants.
Cancel3Apply
  1. Account manager. Pick a user, or “No account manager” to clear it.
  2. A label only. The account manager gets no access. What a user can see is set in Users & roles, under Selected merchants.
  3. Apply sets the account manager on every selected merchant.
8

Export the list

Download the merchants as a file.

MerchantsSample screen
FiltersCustomizeNew merchant1⋯
2 Export (CSV)
2 selectedAssign account manager3Export✕
  1. Open the page ⋯ menu, next to Filters, Customize and New merchant.
  2. Export (CSV) downloads the merchants in the list with the columns you have switched on in Customize.
  3. With merchants ticked, Export in the selection bar downloads only those.

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 can I not see all merchants?

Your role limits what you see. A Sales user sees only the merchants in their Selected merchants scope. Ask your admin to change it in Users & roles.

Where do I create an order for a merchant?

Press Create Order in the header. The merchant profile has no Create Order button.

What does “Over limit” mean?

A credit merchant has used more than their credit limit. The merchant stays Active, but new orders are blocked until they are back under the limit.

Can I delete a merchant?

No. Merchants are never deleted. A merchant goes from Active to Suspended to Archived, and the history is always kept.

Related guides

Add a merchantThe merchant profile
Was this helpful?
On this pageOpen MerchantsUse the quick filtersRead the tableFilter the list and choose your columnsUse the row menuSelect several merchantsAssign an account managerExport the listCommon questions