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Documentation Index

Fetch the complete documentation index at: https://help-plum.xoxoday.com/llms.txt

Use this file to discover all available pages before exploring further.

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Merchants

Learn how to create and manage merchants on Offer Management module This module allows Admins to efficiently onboard, manage, and organize merchants and their associated stores.

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Overview

The Merchants module empowers admins to:
  • Create new merchants
  • View, search, and filter existing merchants
  • Edit merchant details
  • Export merchant lists
  • Manage merchant stores

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Accessing the Merchant List

Admins can access a full list of onboarded merchants from the Merchants module.**Here, they can:
  • Search for merchants using filters (e.g., name, country, status)
  • Edit merchant details directly
  • Export the complete list in CSV or Excel format

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Creating a New Merchant

To create a new merchant: Step 1: Click the “Create Merchant” button.** - Fill in the required fields in the form: Merchant Name
  • Country
  • Contact Information
  • Business Category, etc.
Step 2: Click “Create” to onboard the merchant. Once saved, the merchant will appear in the list.

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Managing Stores Under a Merchant

To manage stores: Step 1: Click on a merchant’s name and under it under actions click on the details: Step 2: Navigate to the Store Details section. From here, you can:
  • View existing stores
  • Edit store information
  • Update Store PINs
  • Create new stores

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Creating a Store

  • Click the “Create Store” button.
- Fill in the required store details: Store Name
  • Address
  • Store PIN (if applicable)
  • Country/Location and more
- Click “Save” to add the store. The store will now be listed under the merchant and available for further actions.

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Store Management Actions

In the Store Action Table, you can:
  • View full store information
  • Edit store details
  • Update store PINs securely
🔒 Tip: Regularly update store PINs for improved security.