Step 7 · Customers
Add your first merchant, with the address where their orders are picked up.
Before you start
- You need Merchants › Manage.
1
Open the New merchant form
Press Set this up, or open Merchants and press New merchant.
FiltersCustomize1New merchant⋯
← MerchantsNew merchant
21Business & contact2Commercial
3
Business & contact
4
Commercial
5
Create & configureCreate merchant
- 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.
2
Fill in Business and contact
The pickup address becomes the merchant’s first pickup location.
Business & contact
Al Waha Dates
NormalRestaurant
Fahad Al-Otaibi
+966 55 777 1234
⚠ Same phone as Daily Dates Co. →
Riyadh ▾
King Fahd Rd 214, Al Olaya 📍 Pin
- 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.
3
Fill in Commercial
Choose how the merchant pays.
Commercial
CashCreditBoth
Deduct from totalInvoice
20,000 SAR Unlimited
CreditCash
1 % of the COD ▾
SenderRecipient
Layla Saleh ▾
AutomaticManual
Weekly ▾ · Sunday ▾
- 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.
4
Create the merchant
Press Create merchant.
1Create & configure2Create merchant
- 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.
TipThe step is done when you have one merchant with a pickup location.
Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.
Common questions
Does the merchant need a portal login now?
No. You can give portal access later.
Related guides
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