Overview

This user guide provides step-by-step instructions on how to verify account creation requests received from dealers. By following these steps, administrators can review the details provided by dealers, make any necessary changes, and activate the dealer account. Verifying the account creation request ensures that all information is accurate and complete before the dealer can start placing orders through their portal.

Steps with Description

1. Login to the Portal:

   • Access the portal using your credentials.

2. Go to Business Module:

   • Navigate to the Business Module section of the portal.

   • Select the B2B Customers option.

3. Review New Requests:

   • Look for the section displaying new account creation requests.

   • Click on the specific request you want to review.

4. Verify Details:

   • Review the dealer's provided information, such as business name, contact details, and compliance documents.

   • Ensure that all mandatory fields are filled correctly.

   • Make any necessary changes by clicking on the Edit option.

5. Apply Discount (if applicable):

   • If you want to offer a discount to the dealer, go to the Margin Configuration section.

   • Select the margin type as Discount and enter the margin percentage.

   • This will be applied to the dealer's orders.

6. Fill Mandatory Fields:

   • Ensure all mandatory fields are filled with accurate and complete information.

   • Pay special attention to contact details, addresses, and store details.

Note: Ensure all details provided by the dealer are accurate and complete.

7. Set Fulfilment Store:

   • In the Store Details section, choose the appropriate fulfilment store for the dealer.

   • This determines which distributor or outlet covers the dealer's area.

8. Update and Activate:

   • Click on the Update button to save the changes made.

   • Go to the action button and select "Change Status."

   • Change the status of the account creation request to "Active."

Note: Make necessary changes or corrections before activating the account.

9. Account Activation:

   • Once the account is activated, the dealer can start placing orders through their portal.

   • They will receive notification or login credentials to access their account.

By following these steps and considering the provided notes, administrators can effectively verify account creation requests received from dealers. This process ensures that the dealer information is accurate and complete, setting the stage for a successful business partnership.