How to Set Up Your Merchant Dashboard

Welcome to Kopaduka! This guide will walk you through setting up your merchant dashboard and getting ready to offer credit to your customers.

Step 1: Complete Your Profile

After registration, the first thing you should do is complete your business profile:

• Business name and type
• Location/address
• Contact information
• Upload business documents for KYC verification

Step 2: Configure Your Settings

Navigate to Settings to customize your preferences:

• Default Credit Limit: Set the starting credit limit for new customers
• Due Days: Set how many days customers have to pay (default is 30)
• Notifications: Choose how you want to be notified about transactions and payments

Step 3: Add Your First Customer

Ready to add customers? Here's how:

1. Go to the Customers tab
2. Click "Add Customer"
3. Enter the customer's phone number
4. If they're already registered, they'll be linked automatically
5. If not, send them an invitation to join
6. Set their individual credit limit

Step 4: Make Your First Credit Sale

Now you're ready to record a credit sale:

1. Click "New Credit Sale" from the dashboard
2. Select the customer
3. Enter the sale amount
4. Add any notes (optional)
5. Confirm the transaction

Both you and the customer will receive SMS confirmation of the transaction.

Step 5: Track Your Business

Your dashboard gives you a real-time view of:

• Total outstanding credit
• Payments received today/this month
• Overdue amounts
• Customer activity

Pro Tips

• Check your dashboard daily to stay on top of your credit portfolio
• Respond promptly to payment notifications
• Use the reports feature to analyze your business trends
• Start with small credit limits and increase as trust builds

Need help? Our support team is available via chat, email, or phone. Welcome to the Kopaduka family!