The Vendor Dashboard is a dedicated dashboard for vendors to view their transactions, settlements, and reports. Vendors receive an invitation and can access the dashboard only after you grant them access.

Vendor Dashboard

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Accessing the vendor dashboard

Below are the steps to access the vendor dashboard for the first time:

  1. Activate the vendor dashboard feature by requesting your account manager.
  2. Grant access to the required vendor through the merchant dashboard or APIs.
  3. An automated email is sent to the vendor’s registered email ID.
  4. The vendor can reset their password and log in using the new credentials.

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Summary

Once the vendor logs in to the vendor dashboard, they can view the Summary tab. This tab displays:

  • Recent settlements
  • Upcoming settlements
  • Total transactions
  • Total refunds

Select a date range from the drop-down menu. If you select Custom Date Range, specify the date range and click Apply. The transactions and refunds will be displayed based on the selected period.

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Total Transactions

The Total Transactions section displays:

  • The transaction count
  • The total transaction amount for the selected period

Hover over the dates to view individual transaction amounts. Clicking the arrow icon redirects vendors to the Transactions page.

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Total Refunds

The Total Refunds section displays:

  • The refund count
  • The total refund amount for the selected period

Hover over the dates to view individual refund amounts. Clicking the arrow icon redirects vendors to the Refunds page.

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Profile

The Profile section displays vendor details.

To access it, navigate to Vendor Dashboard > Profile.

The Profile section is divided into three categories:

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Personal Details

The Personal Details section includes:

  • Merchant Vendor ID – Unique vendor ID
  • Name – Vendor’s full name
  • Email Address – Vendor’s registered email
  • Phone Number – Vendor’s contact number
  • Onboarded Date – Date the vendor was onboarded
  • Password – Vendor’s login password

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Resetting Password

Vendors can reset their password by:

  1. Clicking Reset Password
  2. Entering the old and new passwords
  3. Clicking Reset

Alternatively, vendors can click Forgot Password and follow the instructions in the email sent to their registered email ID.

If the email is not received, please clear the cache and try again in incognito mode.

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Account Details

The Account Details section includes:

  • Account Holder – Name of the account holder
  • IFSC Code – Bank branch IFSC code
  • Account Number – Vendor’s bank account number
  • UPI / VPA – Vendor’s UPI ID
  • Settlement Cycle – Configured settlement schedule
  • Vendor Type – Individual or Business

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Merchant Details

The Merchant Details section includes:

  • Merchant ID
  • Name – Merchant’s name
  • Email Address – Merchant’s registered email ID
  • Phone Number – Merchant’s contact number

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