PaymentQR - Standard Operating Procedure (SOP)

1.1 Filling Out the Registration Form

Users need to enter their business details, including:

• Company Name: The official name of the business.
• Company Logo: An image representing the business.
• WhatsApp Number: Used for login and business contact.
• Email: Optional, but recommended for communication.
• Google Maps Location: Helps customers find the business.
• Social Media Links: Facebook, Instagram, etc.
• UPI ID: For payment processing.
• Review Link and Website URL: Additional business information.

1.2 Submitting the Form

Once the user fills in the details and uploads a logo, they click the Submit button:

• If any required fields are missing, an error message will prompt the user to complete them.
• If the form is completed correctly, the registration will be processed.

1.3 Confirmation and Redirection

Upon successful registration:

• A confirmation message appears.
• The user receives a login link via email (if provided).
• The user is redirected to a confirmation page with the next steps.

2.1 Entering Login Credentials

Users must enter their registered WhatsApp number and password on the login page.

2.2 Authentication and Access

• If the credentials are correct, users are granted access to their respective dashboards.
• If incorrect, an error message appears prompting the user to try again.
• Forgotten passwords can be recovered using a reset option.

2.3 Role-Based Access

Upon successful login, users are directed to their relevant pages:

• Vendors access their business dashboard to manage details.
• Administrators (if applicable) access an admin panel.

3.1 Navigating the Dashboard

After logging in, users see an interactive dashboard where they can manage business details, including:

• Business name, logo, contact info, and social media links.
• Google Maps location and UPI ID.
• Review link and website.

3.2 Editing Business Information

Users can edit their details by clicking the Edit button:

• Editable fields appear with white backgrounds.
• Valid inputs turn the outline lime green, while invalid inputs turn red.
• Required fields are marked with a red star (*).

3.3 Resetting Values

Users can revert changes by clicking Reset, which restores previous values and marks valid fields in green.

3.4 Updating Information

Once edits are made, clicking Update saves changes:

• A confirmation message appears listing updated fields.
• If errors exist (e.g., invalid email or UPI ID), users must correct them before proceeding.

3.5 Downloading QR Code

Users can download their business QR code by clicking the Download QR Code button:

• The QR code links to the business profile.
• The file name includes the business name for easy identification.
• Downloading is restricted during cooldown periods to prevent excess requests.

3.6 Error Handling

• Invalid inputs (e.g., incorrect UPI ID format) turn fields red and show an error message.
• Required fields display alerts if left empty.
• Users must correct all errors before saving changes.

4.1 Login Issues

• If login fails, users should check credentials and use the password reset option if needed.
• If redirected to an incorrect page, users should ensure they are logging in with the correct role.

4.2 Form Errors

• Users should verify that all details are correctly formatted.
• If unable to proceed, checking for missing or invalid fields is necessary.