Add a merchant

how to add a merchant? a "merchant" is any business or seller operating on your platform on the admin panel , click on "merchants" , click on "merchants" then click "create new" then click "create new" merchant type e commerce vs pick and drop this option lets you choose between setting up an online store to sell products (e commerce) or offering a delivery service where customers can send items from one place to another (pick & drop) e commerce store this option is for merchants who sell their own products online (like a grocery store or a clothing shop) think of it like a digital version of a physical store pick and drop 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 friend’s house would use this type add info in preferred languages 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 complete 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 an option, ensure to provide the "merchant address", which will be displayed during customer checkout complete 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 an option, ensure to provide the "merchant address", which will be displayed during customer checkout call merchant option 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 merchant category select the business category that best describes the merchant (e g , groceries, fashion, electronics) you can edit or add more categories later in the business category settings select order type delivery, pickup, and more 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 default order type 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 delivery options admin vs merchant 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 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 ' delivery integrations setting ' sharing customer details with merchant select whether to include customer information (name and number) on the order provided to the merchant set commission for merchant per order first, you'll see options to set the commission for like delivery , pickup , and custom this means you can set a different commission rate for each type of order for example, you might want to charge a higher commission for delivery orders (since they can involve more logistics) and a lower one for simple pickup orders specify the status under which the commission should be calculated and appear under ' reports ' scenario 1 you only want to charge a 15% commission and a fixed amount of $2 on all delivery orders click the delivery tab enter 15 in the percentage box enter 2 in the fixed box click save simply repeat this process for each order type (delivery, pickup, and custom order type) that the merchant offers tax application inclusive or separate display select how taxes are applied to the customer, deciding whether product prices and charges should include taxes or be displayed separately in the customer's cart promotional text for discovery and menu page 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 ' lastly, click "save" lastly, click "save" and the merchant is successfully added enhancing your store advanced features now, a now, a dditional features and options will appear when editing the created store merchant slug this is a simple, url friendly "nickname" for the merchant enter the slug for the merchant menu page url seo setting enhance your store's search engine optimization by configuring these technical parameters 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 store checkouts, add them under order settings ) 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 https //help hyperzod com/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 merchant slug enter the slug for the merchant menu page url note adding a merchant slug to urls improves seo by providing search engines with keyword rich and user friendly identifiers, enhancing visibility and ranking merchant seo setting enhance your store's search engine optimization by configuring these technical parameters page title this is the main, blue, clickable headline that appears in a google search result it's the very first thing a potential customer will read it must grab their attention and clearly state what the page is about meta description this is the small paragraph of text that appears underneath the page title in a google search result this is your 2 3 sentence "advertisement" to convince someone to click on your link instead of someone else's meta keyword a list of keywords related to the merchant's business, separated by commas upload open graph image this is the preview image that appears when someone shares a link to this merchant's page on social media (like facebook, whatsapp, twitter, etc ) a good image makes a shared link look professional and inviting, which encourages more people to click on it 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 store checkouts, add them under order settings ) order type select the order type in which these extra fields should appear product category you don't always want to show a custom form to every customer this is where conditions become incredibly powerful you can make the form appear only when a customer buys a product from a specific category example age verification at a 24/7 convenience store imagine your 24/7 convenience store sells everything from snacks to tobacco and liquor you only need to verify a customer's age for certain items create a "file upload" form titled "id verification required " in the product category dropdown, select both your "tobacco" and "alcoholic drinks" categories result the id upload form will remain hidden for customers buying only chips and soda it will automatically appear at checkout only if a customer adds a product from either the tobacco or alcohol categories to their cart select preferred languages" to tailor this information to customer choices drag and drop the type of field enter basic info such as required whether it should be mandatory for customers to fill in during checkout label heading of the field placeholder any note added under the heading you can add more fields and click save now save the store again to update these edits 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 https //help hyperzod com/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 select the payment gateways and activate them to configure enable the override toggle for the manual payment methods to appear activate or disable the provided options the payment options at the checkout will be customized accordingly for this store and then click save quick actions from merchant list the table on this page provides key at a glance information about each merchant featured merchants a checkbox to mark a merchant as "featured " this will typically display them in a special "featured stores" section on your website or app, giving them extra visibility sponsored merchants marks the merchant for a paid promotional spot sponsored merchants are pushed to the top of the "nearby merchants" list, giving them priority visibility over others in that section status this is the master switch for the merchant's account turn it on to make them live on the platform, or off to deactivate and completely hide their store from customers active merchants (online) this is an automatic, live indicator of the store's current status based on its set business hours accessing merchant panel now, click the "login" button to automatically access the merchant panel , where the merchant adds products and configures all store related settings frequently asked questions (faqs) how can the existing merchant type be changed from “pick and drop” to “e commerce” or vice versa? the option to change an existing merchant from "pick and drop" or ecommerce to vice versa cannot be done you will have to create a new merchant and then accordingly choose the merchant type how do i import merchants in bulk? for bulk upload you can make use of the "import" option and follow the steps mentioned below click on the "import" option download the reference csv file from the panel fill in the required fields in the file upload the completed file by dragging & dropping it or clicking browse make sure the data follows the format in the reference csv to avoid errors which fields are mandatory to ensure a successful merchant import when using the import option? when using the import option to add merchant data, certain fields in the import template are mandatory for the process to complete successfully these required fields include merchant name , merchant commission , phone , tax method , country , country code , and status all other fields, such as logo , cover image , and other optional details, can be filled in later after the import is complete how can the merchant’s contact details be shared with customers? to share the merchant’s contact number with the customer go to the merchant’s profile in your admin panel edit the merchant’s details toggle on the option “show merchant’s contact to customer ” make sure the merchant contact number field is filled in correctly once this is done, the contact number will be shown to customers on the order tracking screen, allowing them the option to call the merchant directly what is the difference between delivery by admin and delivery by merchant? delivery by admin means that all delivery operations are managed by the admin the admin can choose how orders are fulfilled either through the autozod panel (if using an in house fleet and driver app) or through an integrated third party delivery provider when a third party delivery option is selected under “delivery provider,” incoming orders are automatically routed to that provider’s panel for fulfillment delivery by merchant means that the merchant is responsible for handling their own deliveries using their own fleet or external resources can different commission rates be configured for delivery, pickup, and custom orders? yes, different commission rates can be set for each order type for example, you can apply a higher commission rate for delivery orders (as they involve additional logistics) and a lower rate for pickup orders to configure this, navigate to admin panel > merchants > edit merchant , then scroll down to the commission section and adjust the rates as needed what is a “custom order”? a custom order is a flexible order type that can be renamed and customized to fit your business needs you can also personalize the icon and label that appear to customers during checkout to edit a custom order type, go to admin panel > settings > orders > order types and make the desired changes where can i view detailed reports, including commissions? all reports, including commission related data and other analytics, can be accessed from the admin panel under analytics > reports from there, you can search for a specific merchant name or select multiple merchants from the dropdown list click on export to download the detailed report in csv format these reports include comprehensive details covering commissions, orders, and other key business metrics can i customize the slug used in a store’s url? yes, you can customize the merchant slug , which is the readable part of the store url to update the merchant slug go to admin panel > merchants click edit on the merchant you want to update locate the “merchant slug” field enter your preferred slug text and save the changes note each store (merchant) also has a unique merchant id that remains visible in the url and cannot be changed only the slug portion is configurable why isn’t the “place order” button working at checkout? this issue can occur for several reasons one common cause is that the accepted order types (like delivery or pickup) have not been configured for the merchant to check this, go to admin panel > merchants > edit merchant , scroll to the order type section, and make sure the correct options are selected if the problem continues, review other configurations such as payment settings, product availability, or contact support for further assistance how can i override payment methods for a specific store? to override payment methods for an individual store go to admin panel > merchants click edit on the desired merchant scroll down to the section labeled payment settings admin vs merchant click on settings and enable the option to override payment methods once enabled, you can customize which payment options appear at checkout for that specific store these settings will take priority over the global payment configurations defined at the admin level where can i create custom checkout fields for a specific store/merchant? to create a custom checkout field for a store go to admin panel > merchants > edit merchant (choose the specific store) scroll down and look for the section "custom checkout fields" click on "create" and add your new checkout field as needed for example, if you’re managing a liquor store, you might add an id upload field for age verification you can also decide which order type (e g , delivery, pickup) the extra fields should appear in additionally, you can apply conditions to make the field appear only when required for instance, you might show a custom form only if a customer buys from a specific category