Back to Top

CS-Cart Vendor KYC

Updated 10 October 2023

CS-Cart Vendor KYC: This magnificent add-on helps the store admin to built a process of verifying the vendor’s authentication. This reduces the risk and financial frauds by providing the objective to know your vendor better.

Features

  • Indeed Well integrated with CS-Cart Multivendor.
  • In addition Functionality to upload KYC is available for both admin and vendor.
  • An Automatic mail trigger feature is available on New Vendor Registration.
  • Email template related to a request for KYC upload, acceptance/rejection of KYC by admin and expiry of request mail is available.
  • Also Admin has the option to send upload KYC request to existing vendors.
  • Functionality to resend requests related to uploading of KYC is available.
  • Moreover Easy to use and manage at admin end.

Video Tutorial

How do upload and install the CS-Cart Vendor KYC Extension

When you’ll download the CS-cart Vendor KYC you’ll get the zip file of the installer, a pdf, and an install.txt file. Read the pdf carefully for further configuration. Go to “Manage add-ons”, and by clicking on the settings icon you can be able to manually install the zip file as shown.

screenshot_from_2023_06_07_18_32_25
Click on “Local” to browse the zip file and then click on “Upload & Install” as shown below in the snapshot.
screenshot_from_2023_06_09_15_38_11

Activate Add-on

Click on “settings” to Enable, Disable, Install or Refresh the wallet.6

Add-ons-Manage-add-ons-Administration-panel-3-1

Find the Best CS-Cart
Development Company
Find out More

Once the plugin gets installed admin needs to do some wallet settings from the setting tab.

General Setting

After clicking on the Vendor KYC, select setting from the general tab. Now set the parameters as shown below in the snapshot.

  • Firstly select the status of the vendor for which a “KYC” upload request mail will be generated at the vendor end.
  • Select the validity period of request mail related to “KYC” upload.
  • Select the status of vendor once the request mail generated gets expired.
  • Finally Click to notify admin regarding the new “KYC” upload from vendor or admin end.

Add-ons-Manage-add-ons-Administration-panel-4
In the Mail Templating tab, there are some mail templates will show related to “KYC upload, admin notification, “KYC” acceptance and rejection by admin, and expiry of request mail for “KYC” upload.
Add-ons-Manage-add-ons-Administration-panel-5

KYC Types – Admin End

Here admin can create and view the list of “KYC” types by clicking on Vendors>Vendor KYC>KYC Types.

Vendors-Vendor-KYC-Administration-panel-7

Now click on “+” to add a type as shown below in the snapshot.
Vendors-Vendor-KYC-Administration-panel-1

  • Enter the name of the type.
  • Click to make the type mandatory.

Vendors-Vendor-KYC-Administration-panel-16

Now the KYC type will be added to the list as shown in the below snapshot.

Vendors-Vendor-KYC-Administration-panel-15-1

The admin can send KYC Submission requests manually at the admin end by going to the Vendors->Vendors tab. Just select the vendors to whom the request needs to be sent & click on the button provided for sending KYC requests as shown below.

Vendors-Vendors-Administration-panel-2

The email will be sent as per the email configuration at the admin end.

KYCS – Admin End

Go to “Vendor KYC”, and click on “KYCs” as shown below in the snapshot.
Vendors-Vendors-Administration-panel

Now the admin can also upload the KYC for the vendors by clicking on “+” to upload “KYC” at the admin end.

Vendors-Vendor-KYC-Administration-panel-3-1
Set the parameters as shown below in the snapshot.

  • Select the “KYC” type from the drop-down provided.
  • Enter the Kyc name.
  • Enter the”Universal Account Number”.
  • Upload the “KYC files” in the form of an image and URL.

Vendors-Vendor-KYC-Administration-panel-4

Here a vendor can view the details of the log related to the “KYC” upload.

  • Click on the thumb provided to accept/reject “KYC” individually.
  • For bulk accept/reject of “KYC” click “accept selected” and “reject selected”>.
  • To download the “KYC” click “download” as shown below in the snapshot.

Vendors-Vendor-KYC-Administration-panel-13

Vendor End

To upload KYC by vendors go to “Vendor Panel”, and click on “Vendor KYC” as shown below in the snapshot.cs-cartdemo.webkul.com_advanced-notifications-182-75-44-194-demo_vendor.php_dispatchwk_vendor_kyc.manage

Click on “+” to upload “KYC”. After that set the parameters to add a KYC.

  • Select the “KYC” type from the drop-down provided.
  • Enter the Kyc Name.
  • Enter the”Universal Account Number”.
  • Upload the “KYC file” in the form or image or URL.

cs-cartdemo.webkul.com_advanced-notifications-182-75-44-194-demo_vendor.php_dispatchwk_vendor_kyc.upload_kyc

Here a vendor can view the details of the log related to the “KYC” upload.

cs-cartdemo.webkul.com_advanced-notifications-182-75-44-194-demo_vendor.php_dispatchwk_vendor_kyc.manage-1

Now admin can view the log of “KYC” provided by the vendor. Click on the thumb provided to accept/reject “KYC” individually.

cs-cartdemo.webkul.com_advanced-notifications-182-75-44-194-demo_demoadmin.php_dispatchwk_vendor_kyc.manage

  • Enter the comment in the comment box provided.
  • Click to notify the vendor via mail.

Vendors-Vendor-KYC-Administration-panel-6

Now the upload KYC by the vendor has been accepted as shown in the below snapshot.

Vendors-Vendor-KYC-Administration-panel-11

Vendor KYC Request Log – Admin End

Here admin can view the logs of “KYC” uploaded by vendors.
Vendors-Vendor-KYC-Administration-panel-8

Support

For further any query feel free to contact us at http://webkul.uvdesk.com

Please explore our cs-cart Development Services and Quality cs-cart add-ons

Current Product Version - 1.1

Supported Framework Version - 4.14.x - 4.16.x

Blog Version - 4.14.x - 4.16.x
  • Version 4.7.x, 4.8.x, 4.9.x
  • Version 4.14.x - 4.16.x
. . .

Leave a Comment

Your email address will not be published. Required fields are marked*


Be the first to comment.

Back to Top

Message Sent!

If you have more details or questions, you can reply to the received confirmation email.

Back to Home

Table of Content