DoSS System User Guide

Merchant: Dashboard

The Merchant is able to control and manage their stores, cashiers and sales. The main dashboard displays:

Total Sales - The total sales for all transactions on the system at their stores.
Total Transactions - The total number of transactions executed to date.
Settled - The amount that has been settled with the Merchant to date.

The Other Links section contains:
Transactions - A list of all transactions and their status
Notifications - A list of all notifications
Verfication - Identity Documents for the main Merchant
Logs - Access Activity Logs
Profile - The Merchant account's Profile management
Authentication - The Google Authenticator QR Code to pair the account with the Authenticator.

Merchant: Transactions

The Merchant is able to view all transactions mde at their stores via the Transactions option.

The Status column displays the status of the transactions:
Success - Payment approved
Refunded - Payment refunded to the user
Rejected - Payment declined for various reasons (insufficient balnce, invalid QR Code etc.)

Merchant: Withdrawals

The Merchant is able to make a withdrawal request at their convenience. To make a withdrawal, choose the Withdraw Money option, the select the bank account to for the payment and enter the value to be paid. Choose Continue and Confirm the withdrawal.

The Institution Admin will receive the Withdrawal Request and then make the payment.

Merchant: Withdrawal List

The Merchant Withdrawal List displays a historical reference of all Withdrawal requests and their surrent state - Pending, Success or Rejected.

Choose Withdrawal List to view the records.

Merchant: Withdrawals Settings

In order to recieve payments from the Institution Admin, the Merchant must provide their banking information to receive the payment.

To do so, choose Withdrawals Settings, then choose Add Setting. Alternatively, choose the Action icon to edit a record.

Enter your banking details then choose Add Setting to conplete the process.

Merchant: Store Locations (Create and Manage)

The Merchant has the ability to create new stores, add cashier accounts for those stores and manage sales and refunds.

To create a new store, choose New Store

Provide the details for the store then choose Create Store

Merchant: Cashier (Create and Manage)

The Merchant has the ability to create Cashier accounts for their stores. To do so, choose the record to assign new cashiers to, then select the Action icon and choose Cashier Management

Then choose Add Cashier

Provide the Cashier details then select Submit

Merchant: Cashier (View Transactions)

To view Cashier transactions from the Merchant panel, choose Stores > Store Locations > then select the Action Icon of the store and choose Cashier Management

To view sales for a Cashier, choose the Action icon of the Cashier record and select Payments

The Payments page for the selected Cashier displays all sales information from transactions processed by the Cashier

Today Successful Sales - The value of today's successful transactions
Today Refund Sales - The value of today's refunded sales
Total Successful Sales - The total value of successful transactions completed
Total Refund Sales - The total value of refunded sales
Total Transactions - The count value of total transactions processed
Today's Transactions - The total value of today's transactions

Merchant: Payments

The Merchant is able to view all transactions at all their store locations via the Payments option.

Data display includes:
Total Successful Transactions - The total number of successful transactions completed to date
Total Refunded Transactions - The total number of refunded transactions completed to date
Total Successful Sales - The value of all successful sales
Total Refunded Sales - The value of all refunded sales

Use the Advanced Search to filter data by Date Range, Merchant, Cashier and Status.