Add a merchant
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ο»ΏTo the left, click on "Merchants" ο»Ώ
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ο»ΏThen click "Add New"ο»Ώ
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Select Merchant Type
Choose the type of store you want to set up:
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Use this option if you sell items.
Choose this option if you are creating a delivery merchant that allows customers to book a package delivery from one location to another. For instance, a courier service where a customer can send a parcel from their office to a friendβs house would use this type.
Once you select this option, you can configure delivery rates and vehicle types specific to your Pick and Drop service from the Merchant panel. Learn more about configuring delivery rates and vehicle types here. ο»Ώ
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Tailor your store information to customer choices. Use language settings to add or remove options or choose the default language of your store. This feature allows you to input and present store details in the customer's chosen language. For example, if a customer selects Spanish, all added information will be displayed in Spanish for them.
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ο»ΏComplete the 'Merchant Name & Other Basic Details' section. Note that fields marked with a '*' are mandatory, such as the "Merchant Name". If your store offers 'pickup' as a server option, ensure to provide the "Merchant Address", which will be displayed during customer checkout.ο»Ώ
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Choose whether to show the 'Call Merchant' option on the customer order tracking screen. If you enable this feature, make sure to fill in the 'Merchant Contact Number' field above.
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Designate the 'Order Type' your store offers, such as 'Delivery,' 'Pickup,' or any additional custom checkout options added under 'Order Settings,' such as Table Ordering, etc.
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Set the default order type (e.g., delivery or pickup) that appears during customer checkout. Customers can easily switch to a different option if needed.
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"Select 'Admin Side' or 'Merchant Side' to designate the party responsible for managing deliveries. In the case of merchant-managed delivery, customers will see that the delivery is handled by the store, and the store can conveniently mark orders as 'Pickup' and 'Delivered' through their store panel or apps.
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Incase of "Delivery by Merchant" it is advisable to enable 'Show Customer Details' to ensure that merchants can view customer information alongside incoming orders.
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In the case of 'Delivery by Admin,' select the delivery provider for the store, either through Autozod (utilizing your in-house rider's driver apps) or any third-party delivery service added under 'ο»ΏDelivery Integrations Settingο»Ώ'.
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Select whether to include customer information (name and number) on the order provided to the merchant.
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Establish the commission per order you plan to charge this merchant, indicating whether it's a 'Fixed' amount or a 'Percentage.' Specify the status on which the commission should be calculated and appear under 'Reports.'
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Select how taxes are applied to the customer, deciding whether product prices and charges should include taxes or be displayed separately on the customer's cart.
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Enter any custom text to be displayed on the 'Discovery Page' and the 'Merchant's menu page'. For example: 'Use coupon code "New10" to avail a 10% discount.'
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ο»ΏLastly, click "Save" and the merchant is successfully added.
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ο»ΏNow, additional features and options will appear when editing the created store.
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- Merchant Slug: Enter the slug for the merchant menu page URL.
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- SEO Setting: Enhance your store's search engine optimization by configuring these technical parameters.
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- Checkout Custom Fields: Customize your store's checkout process. For example, for a liquor store, you can add fields like ID upload for age verification. (For universal fields appearing in all stores checkout, add them under Order Settings)
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- Payment Settings: Admin vs. Merchant: Override the order payment options for this store. This will override the globally configured payment settings of the Admin (Payment Methods) and allow you to select different payment options and accounts for this store. You can also connect the merchant account if you want them to directly collect their payments. Additionally, you can enable or disable manual payment options such as Cash on Delivery and bank transfer for this store.
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Enter the slug for the merchant menu page URL
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Note: Adding a merchant slug to URLs improves SEO by providing search engines with keyword-rich and user-friendly identifiers, enhancing visibility and ranking.
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Enhance your store's search engine optimization by configuring these technical parameters.
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Customize your store's checkout process. For example, for a liquor store, you can add fields like ID upload for age verification. (For universal fields appearing in all stores checkout, add them under Order Settings)
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- Select the Order type in which these extra fields should appear
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- "Select Preferred Languages" to tailor these informations to customer choices.
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- Drag and drop the type of field
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- Enter basic info such as: Required: Whether it should be mandatory for customers to fill during checkout Label: Heading of the field Placeholder: Any note added under the heading
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You can add more fields and click save. Now save the store again to update these edits.
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Override the order payment options for this store. This will override the globally configured payment settings of the Admin (Payment Methods) and allow you to select different payment options and accounts for this store. You can also connect the merchant account if you want them to directly collect their payments. Additionally, you can enable or disable manual payment options such as Cash on Delivery and bank transfer for this store.
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- Enable the override toggle for the online payment method list to appear.
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- Select the payment gateways and activate them to configure.
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- Enable the override toggle for the manual payment methods to appear.
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- Activate or disable the provided options.
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The payment options at the checkout will be customized accordingly for this store.
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Now, click the "Login" button to automatically access the merchant panel, where the merchant add products and configure all store-related settings.
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