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Welcome to PiP iT Global's Merchant Dashboard Docs

This document describes in detail how to use PiP iT Global's Merchant Dashboard.

For information on PiP iT Global's API, check https://api.pipit.global

Functionality: What's New?

Order Refunds:
Merchants can issue a refund for paid orders.

Payouts:
Send cash from the UK instantly.
Set up your float and, once cleared, you can issue instant payouts to your end customers.

Multiple Users Per Vendor:
Vendors can now set up multiple sub-accounts for agents, etc., and monitor their orders.

How Do I Sign Up to the Merchant Dashboard?

Navigate to our dashboard by using the following url.

https://merchant.pip-it.net

Login Screen

Login Screen

Click Sign Up to reach the url for sign up.

https://merchant.pip-it.net/signup

Login Screen

Enter Registration Details



Login Screen
Registration Confirmation

How Do I Log In to the Merchant Dashboard?

Navigate to our dashboard.

https://merchant.pip-it.net

Login Screen

Login Screen

From the dashboard screen, enter your username/email and your password and click Login.

Why Can't I Log In to the Merchant Dashboard?

Login Screen

Error from Incorrect Username, Email, or Password

If you see a message like the one above, at least one of the following is incorrect:

* Username / Email

* Password

So either retype these or reset your password (see below).

How Do I Reset My Password?

Forgot Password: click Forgot password? to go to the password reset screen.

Forgot password?

Field: enter your username or email address.
Reset: click to request a password reset token to your email address.
or
Return: return to the login screen without requesting a password reset token.

Reset password

Password Reset Screen

Return: return to the login screen.

Reset Confirmation Screen

Password Reset Confirmation Screen

What Can I Access From the Merchant Dashboard?

Left Menu: click hamburger icon to open or close.
Orders Overview: view all orders.
Payouts Overview: view all payouts.
Settlements Overview: view merchant settlements.
Vouchers Manager: create and view vouchers.
Refunds Overview: view refunds granted.
Users Overview: manage user profiles.
Vendor Settings: manage user selected currencies.

Burger Menu Numbered

Left Menu, Opened by Clicking Hamburger icon

‘Currency’ drop-down menu: click currency to view and create orders.
‘Type’ drop-down menu: click type to view orders.
Search: find orders by reference number.
Order: click specific order’s entry to view its details.

Create order button: active once currency is selected.
Right menu: click dots icon to open or close.

Orders Overview

Orders Overview Screen

Help: open merchant dashboard documentation.
Profile: view merchant profile.
Change Password: change account password.
Logout: log out of merchant account.

Profile and Logout

Right Menu, for Profile and Logout

How Do I Create an Order?

① Click and select currency to activate Create button.
② Click Create button to go to add new order screen.

Create an Order

Create Button for Orders

Note

The CREATE button is only active when a currency is selected.

Enter Details Into the Appropriate Fields

③ Customer email address.
④ The order amount in the set currency.
⑤ Your reference.
⑥ Customer mobile number (optional).
⑦ Expiration time in seconds.

Create an Order

Add New Order Screen

To Finish, Select One of the Following

Close button to cancel creating order, or click
or
Save button to complete creating the order.

What Does an Order Confirmation Look Like?

Examples of order confirmations are shown below for:
① UK Post (GDP and EUR)
② Canada Post / Postes Canada (CAD)

UK Post Confirmation (GDP or EUR)

UK Post Confirmation (GDP or EUR)

Canada Post / Postes Canada Confirmation (CAD)

Canada Post / Postes Canada Confirmation (CAD)

How Do I Get Information on Payments?

① Payouts Overview screen.

Payouts Overview Screen

② Click Currency drop-down menu. Select a currency to activate Create button.

Note

The CREATE button is only active when a currency is selected.

③ Click options in Type drop-down menu to view vouchers by type.
Create button: activated through selecting a currency.

Payouts Overview Screen

Payouts Overview Screen

⑤ Click payments entry to display ⑥ additional information.

Payouts Overview Details

Payouts Detailed Information

How Do I Check Payouts and Request Payments?

① Payouts Overview screen.

Payouts Overview Screen

② With a currency selected, the screen will display both existing payments and activate the Create button.

Note

The CREATE button is only active when a currency is selected.

Payouts - Select a Currency

Payouts - Select a Currency

③ Click Create button to request payments.

Payouts - Click Create Button

Create Button

④ On the payment request screen, either use default Email or click Phone radio button to select means of contact.
⑤ Click pink icons with plus symbols to add vouchers.
⑥ Click blue icons with minus symbols to remove vouchers.
⑦ Click Close button to cancel request and return to Payouts Overview screen.
or
⑧Click Next button to proceed with request.

Note

The NEXT button is only active when at least one voucher is added.

Payouts - Request Voucher

Payouts - Request Screen

Payouts - Request Voucher Button

Payouts - Request Voucher Button

Confirm Request screen
⑨ During confirmation, the final voucher details are displayed.
⑩ Displays total fee and cost of added vouchers.
⑪ To return to the payment request screen, click Back button.
⑫ To cancel the payment, click Close button.
⑬ Click Confirm button to confirm request.

Payouts - Confirm Request

Payouts - Confirm Request

⑭ Click Close button to close the screen and return to Payments Overview screen.

Payouts - Request Confirmation Screen

Payout Request Confirmation Screen

How Do I Get Information on Settlements?

① Settlements Overview screen.

Settlements Overview Title

Currency drop-down menu to view settlements by currency.
Paid Date From drop-down menu.
Paid Date To drop-down menu.
Calendar button.
⑥ Click an Entry for additional settlement details.

Settlements Overview Screen

Settlements Overview Screen

Settlements Details

Settlement Details

Settlement Details
⑧ Click printer icon for information in printable format.
⑨ Click Close button to close settlement details and return to settlements overview.

How Do I Get Information on Vouchers?

① Vouchers Manager screen.

Vouchers Manager Screen

② Click Currency drop-down menu. Select a currency to activate ‘Request Vouchers’ button.

Note

The REQUEST VOUCHERS button is only active when a currency is selected.

③ Click options in Type drop-down menu to view vouchers by type.
④ Request Vouchers’ button: activated through selecting a currency.
⑤ Click refund entry to display ⑥ additional information.

Vouchers Manager Screen

Vouchers Manager Screen

⑥ Click blue "i" circle icon to display the banking information for a voucher.

Voucher Information

Detailed Voucher Information

How Do I Request Vouchers?

① Vouchers Manager screen.

Vouchers Manager Screen

② With a currency selected, the screen will both display ③ existing vouchers and activate the ④ Request Vouchers button.

Note

The REQUEST VOUCHERS button is only active when a currency is selected.

Click this button to request vouchers.

Vouchers Manager Screen with Currency Selected

Vouchers Manager Screen with a Currency Selected

⑤ Click pink icons with plus symbols to add vouchers.
⑥ Click blue icons with minus symbols to remove vouchers.
⑦ Displays total fees and cost of added vouchers.
⑧ Click Close button to cancel vouchers request.
Next button activated by adding vouchers; click this to proceed to Confirm Request screen.

Note

The NEXT button is only active when at least one voucher is added.

Request Voucher Screen

Request Voucher Screen

⑩ Displays final voucher details.
⑪ Displays total fees and cost of added vouchers.
⑫ To return to the refund request screen, click Back button.
⑬ To cancel the refund, click Close button.
⑭ To confirm the refund, click Confirm button.

Confirm Request Screen

Confirm Request Screen

⑮ Click printer icon for information in printable format.
⑯ Unique order reference.
⑰ Quantity and amounts.
⑱ Total voucher(s) value and banking charges.
⑲ Click Close button to close this screen.

Voucher Request Confirmation

Voucher Request Confirmation Screen

How Do I Refund an Order?

Note

Only paid orders are eligible for refunds.

① Click in Type drop-down menu and select Paid to show all paid orders.
② To refund an order, click the related icon (a green circle with black arrow) for the refund request screen.

Refund Button

Refund Button

③ On the refund request screen, either leave Email radio button set or click Phone radio button to select means of informing customer.
④ Enter customer email address or phone number.
⑤ Enter the amount to refund.
⑥ Click Cancel button if you need to cancel to cancel the refund.
⑦ Click Next button to continue to the confirmation screen.

Refund Button

Refund Request Screen

⑧ During confirmation, the final refund details are displayed.
⑨ Click Back button to return to the refund request screen.

To Finish Select One of the Following:

Close button to cancel the refund
or
Confirm button to confirm the refund

Refund Button

Click to Confirm, or Close (cancel)

What Does a Refund Confirmation Look Like?

The key information in a refund confirmation is noted as follows:
① Click printer icon for information in printable format.
② Unique order reference.
③ Quantity and amounts.
④ Total refund value, banking charges, and payable to.
⑤ Click Close button to close the screen.

Refund Confirmation

Refund Confirmation Screen

How Do I Get Information on Previous Refunds?

① Orders Overview screen

Orders Overview Screen

② A red circle icon indicates a successful refund. A green icon indicates an order that can still be refunded.

List

Red is Refunded, Green can be Refunded

③ Refunds Overview screen

Refunds Overview Screen

Click ④ refund entry to display ⑤ additional information.

Refund Entry

Refund Entry

⑥ Click blue "i" circle icon to display banking information on a refund.

Refund Entry

Detailed Refund Information

How Do I Add a User?

① Users Overview screen.

Users Overview Screen

Displays details of existing users.

② Click New User button to add a user.

Users Overview Main

Users Overview Screen

③ Enter username for new user.
④ Enter email address for new user.
⑤ Click Close button if you need to cancel adding a user.
or
⑥ Click Create button to finish adding a new user.

Add New User

Add New User

Additional Support

Contact support@pipit.global if an email address must be removed entirely.