Merchant panel training guide for offline merchants
In this module we will discuss:
1. How to login to the Merchant panel
2. Understanding of various tabs present on the panel
3. How to initiate refund
4. What are the various reports available
5. How to Use Need help Section
Login to the panel - https://dashboard.paytm.com/
1 Click on Log in
2 Enter your access details
Click on Secure Login3
1 Merchant Panel Guide
Login to Merchant panel
1 Click on Forgot Password?
1 Merchant Panel Guide
Reset Password
2 Enter your Paytm registered mobile number / email
3 Click on Get Password
A link will be sent to the registered mobile number / email that will redirect you to changing your password page
1 Merchant Panel Guide
Reset Password
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1 Click on Dashboard
2 Choose the transaction day/period
3 Check the type of transaction: Payout received, Total & Refund
1 A Access dashboardMerchant Panel Guide
Dashboard summary provides details of payout received, transactions and refunds processed
1 Click on Know your business
2 Choose transaction or type of transaction
Choose period3
1 B Know your businessMerchant Panel Guide
Keep a track of daily, monthly & weekly data of your business
A graphical summary of your transactions that will help you in visualizing your business growth in a better way
Initiate refund for upto 5,000 transactions at once by filling up amount against transaction IDs in the prescribed format anduploading the file to panel. Now you can also track the status of refund.
1 Click on Operations Bulk Refund
2 Read the instructions
Download the sample file format and enter the details for refunds you want to initiate
3 Upload the file
4 Here you can keep a track of the raised transactions
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1 C OperationsMerchant panel Guide i Bulk Refund
Initiating Bulk Refund
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You can now generate QR code from the panel and print it for your use
1 Click on Generate My QR under QR code
1 C OperationsMerchant Panel Guide ii Generate My QR
Download and print QR Code
Enter your shop name2
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Click on Retail as industry type3
Click on Generate My QR button4
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4 Either Print or Download your QR code
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You can generate a particular QR code for a particular order. Now easily keep a track of transactions per order
1 Click on Generate Order QR under QR code
1 C OperationsMerchant Panel Guide iii Generate Order QR
Download and Print Order QR Code
Enter your shop name (Optional)2
Put the amount for that particular order (Optional)
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Type order details5
Click on Generate Order QR6
Click on Download/print7
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Enter order ID3
Generate Product QR for a particular product with Fixed price or variable amount. In case of Fixed Amount, customers will need to scan the QR code, proceed and pay as the amount would be updated while generating QR code.
1 Click on Generate Product QR under QR code
1 C OperationsMerchant Panel Guide iv Generate Product QR
Download and Print Product QR Code- Step 1
Enter product expiry date and Product ID
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Enter product amount4
Type product details5
Click on Generate Order QR7
Click on Download/print8
2Click on Fixed Amount
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Enter phone number or POS ID (optional)
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In case of variable amount customer will have to manually enter the amount after scanning QR code.
1 Click on Generate Product QR under QR code
1 C OperationsMerchant Panel Guide iv Generate Product QR
Download and Print Product QR Code- Step 2
Enter product expiry date and Product ID
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Enter phone number & POS ID (optional)
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Click on Generate Order QR6
Click on Download/print7
Enter Product Details4
2Click on Variable Amount
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This report will allow you to check daily transactions for a month for all categories like Successful, Pending, Failure and initiated
1 Click on Transaction Reports
2 Apply the date filter (Max 1 month)
Apply additional filters if any
3 Click on Search
4 Transaction summary will pop up below
5 Click on Download to download the report
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1 D ReportsMerchant Panel Guide i Transaction Report
Transaction Report
1 Click on Add refund against the transaction
Merchants can use this service to initiate refunds against multiple orders or single order
1 D ReportsMerchant Panel Guide ii Initiate Refund
Initiating refund against a particular transaction on panel – Step 1
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2 Check the details of the transaction
3 Enter the amount to be refunded
4 Click on Add Refund button to initiate the refund
1 D ReportsMerchant Panel Guide ii Initiate Refund
Initiating refund against a particular transaction on panel – Step 2
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1 Click on Refund Report
2 Apply the date filter (Max 1 month)
Apply additional filters if any
3 Click on Search
4 Refund summary will pop up below
5 Click on Download to download the report
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Now get a summary of all the refunds you have initiated
1 D ReportsMerchant Panel Guide Refund Report
Refund Report
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All the transactions (Payment and Refund) which got settled in bank account will be reflected in this report. Usually alltransactions are settled on T+1 working day or as per your agreement with Paytm
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1 Click on Settlement Report
2 Apply the date filter (Max 1 month)
Apply additional filters if any
3 Click on Search
4 Settlement summary will pop up below
5 Click on Download to download the report
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1 D ReportsMerchant Panel Guide Settlement Report
Settlement Report
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1 Click on Downloads
2 All reports once downloaded will be queued here.
Click on Download against the particular request
Download reports from this section wherever you requested for download by clicking on download option under a particular report tab.This tab shows the 20 recent downloaded reports only
1 E DownloadsMerchant Panel Guide i Downloading Report
Downloading requested reports
1 F SettingsMerchant Panel Guide i Merchant Profile
View your profile details on the panel
1 Click on Merchant Profile
2 View the your details and profile information
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You can create sub users with restricted access. Use mobile number or email to create sub-users from the “Sub Users” tab under theSettings section
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2 1 Click on Sub Users under Settings tab
2 Click on Add New Sub-User
To Edit or Delete an already existing sub user click on appropriate option
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1 F SettingsMerchant Panel Guide ii Adding Sub User
Add sub users to the panel – Step 1
3 Enter email / mobile numberThis can be either Paytm registered or not
4 Click on Proceed
5 Choose the roles or views that sub user can see
6 Click on Save user
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1 F SettingsMerchant Panel Guide ii Adding Sub User
Add sub users to the panel – Step 2
G Need help i Profile
1 Click on Update Account Details
2 Click on Update display Name
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Merchant Panel Guide1
“Need Help” section on the panel would allow you to raise tickets for various issues you face in 3 easy steps
As an example How can you raise a ticket to update your display name is shown below
1 G Need help i Profile
3 Enter the details asked for
4 Mention description about the issue.
Click on Submit Ticket5
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Merchant Panel Guide
Example – How to raise a ticket to update your display name ?
G Need help i Profile
6 You will get get an acknowledgement of your ticket
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Merchant Panel Guide
Example – How to raise a ticket to update your display name ?
Thank you!
For further queries please click ‘Need Help’ on your Panel to raise a ticket
