Merchant Dashboard
Merchant Dashboard is a tool that we provide to our valued merchants. With this dashboard, you will be able to:
- Oversee transactions and refunds through our summarized transactions dashboard
- Monitor detailed transactions and refunds through our transactions listing
- Execute manual reconciliation through our reporting feature
- Execute batch refund to assist in your daily refund necessities.
- Create and manage outlet staffs & roles
To begin, simply login our merchant dashboard by entering your registered email and password:
During the integration process, our integration support team will assist you to create your credentials. If you find any trouble during login, please contact [email protected].
In Dashboard, you can see your high-level transactional and refund activities. The summary section provides aggregate information regarding:
- Total Transaction Volume
- Total Transaction Count
- Total Refund Volume
To see transactional and refund trends, you can time filter based on the following:
- All order IDs this month up to today’s date
- Last 7 days
- Last 14 days
- Last month
You will also be able to see the graphical representation for:
- Transaction Volume
- Transaction Count
- Transaction Status Count
- Refund Volume
During the initial integration process, our integration support team will create an admin credential, which can be used to log in. The admin can then create new roles and staff through the Administration tab.
To create a new role, simply:
- 1.Click “Create Role”
- 2.Fill in Name
- 3.Choose the permissions you want the role to access
- 4.Finish by clicking “Add”
To edit the permissions to a specific role, click the edit button:
To create a new staff, simply:
- 1.Click “Create Staff”
- 2.Fill in staff name, email, password and password confirmation, and role
- 3.Click “Submit” to finish creating the new staff
To edit staff credentials, click the edit button:
For Offline Merchants (Parent Merchant)
For offline merchants with many branch outlets, our Integration Team will provide main admin access to a Parent Merchant staff, who will then can manage (create, edit, delete) staffs in other outlets. To create a new role, simply:
- Click “Create Role”
- Fill in Name
- Choose the Branch Outlet from the dropdown → this will only allow the staff to access the specific branch
- Choose the permissions you want the role to access
- Finish by clicking “Add”
To add a new staff, simply:
- Click “Create Staff”
- Fill in staff name, email, outlet branch, password and password confirmation, and role
- Click “Submit” to finish creating the new staff
Should the staff no longer be working in the store, simply click the red trash bin icon to delete access.
With this feature, you can do bulk refund by following these steps:
- 1.Populate a .csv file with the following columns:
- Refund ID (generated by merchant, must be unique)
- Merchant Order ID (generated by merchant)
- Refund Amount (in digits only)
- Refund Reason (free text)
You can download our sample .csv file for reference.
2. Click “Submit” to confirm batch refund
If successful, we will notify you on the refund page. If there is a failed process, we will also notify the order ID and reason of refund failure.
You can see details of all transactions that have been refunded in the refund listing page. You can filter transactions based on:
- Refund Date
- Refund ID
- Merchant order ID
- Refund Amount
- Refund Reason
You can monitor details of transactions in the listing page for the following items:
- 1.Order Date
- 2.Order ID
- 3.Customer Name
- 5.Transaction Amount
- 6.MDR (Merchant Discount Rate)
- 7.Settled Amount
- 8.Amount Not Refunded
You can filter transactions and export a report based on:
- Order Date
- Order ID
- Transaction status
- Customer Phone Number
- Customer Email
- Customer Name
If your store has child/branch store(s) and you log in using the main store account. You will have an extra filter named Outlet Merchant. This will enable you to filter transactions based on your child/branch store(s).
Other than batch refund, we also offer refund feature per transaction. Simply follow these steps:
- 1.Click “Refund” button
- 2.Fill in the popup with the following details:
- Transaction ID (Generated by Indodana)
- Order ID (Generated by Merchant)
- Refund Amount
3. Click “Refund” to submit refund request or “Cancel Refund” to cancel refund request.