User Guide on Account Creation Using Bitsila Application

Created by Surya Boddu, Modified on Tue, 2 Apr, 2024 at 9:31 AM by Surya Boddu

Overview

Bitsila is an online platform designed to aid businesses in effectively managing their sales leads and business partner information. This platform provides users with the option to import new privileges and create sales leads, as well as manage their business partners. In this guide, you will be given a step-by-step process for creating a new client account on Bitsila. The process entails the sales team or business partners reaching out to potential clients, collecting their information, and passing it on to the customer support team for validation and account creation. The system's intended functionality includes the efficient management of sales leads and business partner information, as well as the ability to create and update business partner details.

Steps for creating account by sales executive

The sales executive goes to the field and opens the Bitsila Sales App.

Step 1:

Start the lead creation flow by clicking on the '➕' icon on the screen to create a New Account.

Step 2:

Enter the client's personal details, such as their Name, Mobile Number, and email ID.

An OTP is sent to the client's mobile number for verification.

Step 3:

Enter the OTP sent to the client's mobile number and click on Verify OTP.

Step 4:

Enter the client's business details, such as

Industry type: Choose all the industries that best represent your business.
Business Category: Choose all the categories that best represent your business.
Enter Business Name

Enter Subdomain

If the industry is Food & Beverages or Food, a new step will be shown as Outlet URLs to capture the URL.

Step 5:

Enter the outlet URLs, including the Outlet Name, Zomato URL, Swiggy URL, and Magic Pin URL (optional).

Note that when the outlet URL is updated in the application, the catalog is automatically updated with all the items, categories, and groups available in the outlet.

Step 6:

Enter the business address details, such as the Location, Apartment, Building Number, Area Details, Landmark, etc.

This information is vital for customers or other stakeholders to know where the business is located and how to contact or locate it.

Step 7:

Enter other details, such as GSTIN, PAN, FSSAI number, Logo, and relevant Images.

Capture the bank details and other attachments, along with the restaurant Swiggy, Zomato, and Magic Pin URL of the account.

Note that the FSSAI number is only shown for the "Food & Beverages" or "Food" industry. Users can upload images and documents by selecting them.

To select your desired method of receiving orders, that is Order Preferences, click on the dropdown menu and choose from the available options such as Delivery, Curbside Pickup, Dine in, or In-store Pickup.

This will help customers specify how they want to receive their orders and ensure that they are prepared accordingly.

Step 8:

Choose the subscription plan that best suits your business needs, such as Annual, Half Yearly, or Monthly.

Step 9:

Add Business Timings for each day of the week.

This information can be added, edited, or removed as needed.

Step 10:

Create Delivery Slots, specifying the opening and closing hours and the quantity of orders that can be delivered in each slot.

This information can be added, edited, or removed as needed.

Note: The quantity of orders should be 50 in each slot, and new orders should be added when the 50 orders are delivered.

Step 11:

In order to create a table layout, you can input the table name and the number of seats it can accommodate in the designated fields.

Then, click on the Create Lead

After a user submits an Account Creation Request, they will see a message

Thanks For Submitting an Account creation request for <Account Name>, Account is under Review. You will be notified once the account is created.

Also, show a screen with the next steps:

How to fulfill the order?
How to update inventory availability?

This message confirms that the user's account creation request has been received and is currently under review.

It also provides a preview of the next steps that the user can take after their account has been created.

SMS Notification

Dear <Client Name>, thank you for choosing Bitsila. Your account creation request is currently under review. You will receive a notification shortly. To learn more, check out our videos at <Short URL>.

Regards,

Bitsila

Steps for Verification by Customer Support Team:

Step 1:

When a New Lead comes in, the CX team is notified with an in-app notification and Google chat message that includes the following lead details:

Username of the person who raised the request
Account Name
Number of outlets
Address
Business Category
Contact Person
Contact Number
Sales Executive
Sales Manager

Step 2:

The support team can view the lead details under the Sales Lead section, where they can see the complete information of the lead by clicking on the particular lead.

Step 3:

The Lead Number will be a unique identifier, and upon clicking it in the table, the lead details will be displayed.

The table is sorted in descending order based on the lead number.

The lead will have the following actions:

Create Account

Reject Request

Step 4:

The lead can choose between two actions: Creating an Account or Rejecting the Request.

If they select the Create Account option, the account creation process will commence with all the required information pre-filled.

Step 5:

After the pre-filled information is displayed, the lead will need to verify its accuracy. If the information is correct, they can proceed to the next step by clicking on the Next button. However, if there is incorrect information, they have the option to correct it before proceeding to the next step.

Step 6:

If there has been a change in the Mobile Number during the process, the system will initiate a prompt asking the lead to verify the new number using an OTP. Once the OTP has been verified, the user will be redirected to the Business Detail Screen.

Step 7:

As part of this flow, the user will be required to select the type of Plan they want to enroll in.

Step 8:

To create the Account, please follow the Account Creation flow as described earlier. Once the steps are verified click on Create Account in the last verification step.

Step 9:

Once the account is successfully created, please change the status of the lead to Account Set Up. This will indicate that the lead has progressed to the next stage of the process.

Step 10:

Once the account creation is completed, please notify the sales executive with the following message:

Your request for <Outlet/ Store Name>'s account creation has been completed.

Here are the account details: [Insert the relevant account details here].

This will inform the sales executive that the account has been successfully created and provide them with the necessary information to proceed with further actions.

Website URL: innobits.test.myenstore.com

Admin URL: innobits.test.myenstore.com/admin

Regards,

Bitsila

Step 11:

As part of the account creation process, the Account Users will also be notified via SMS. The SMS will contain a smart link that allows the users to log in to their account. If the mobile app is already installed on the user's device, clicking on the smart link will open the app directly. If the app is not installed, the smart link will take the user to the appropriate app store (either Play Store or IOS store) based on their device, where they can download and install the app.

Step 12:

An auto-generated password will be created for the account. The password will be based on the Account ID and the first four characters of the account name, followed by the characters 99

For example, if the account ID is 1434 and the account name is Innobits, the auto-generated password would be:

1434Inno99$

When the user logs in for the first time using the auto-generated password, they should be prompted to reset their password.

This is a standard security practice to ensure that the user has full control over their account and that the account is protected with a password that only they know. The user should be prompted to create a new password that meets the password requirements set by the system.

Step 13:

Please note that any changes made during the account creation process will be logged under History Logs on the sales lead page. This log will include details such as the Date and Time of the change, Change Details, User Name, and an IP Address.

This log will provide a complete and transparent record of all actions taken during the account creation process, which can be useful to track the progress of the lead.

To make it easier to find specific information in the Lead History log, a Filter option can be implemented.

This filter option would allow the user to input a specific date range and/or user name to filter the log results based on their input. This way, the user can quickly find the information they need without having to sift through the entire log.

For F&B account

* As part of the account creation process, the Catalog setup will be done using the Zomato, Swiggy, and MagicPin scraper tools. Once the catalog has been set up, the user will see these items as available when they log in for the first time.

* Please note that these items are non-inventory items and will be added to the master catalog. The items will also be auto-mapped so that the user can add this account to ONDC and make it live on the platform.

* This integration of the master catalog with the scraped data from Zomato, Swiggy, and MagicPin will provide a comprehensive and up-to-date catalog for the account, which will help the user manage their business more efficiently.

For Pharma Account

* To set up the catalog for the account, the user will need to select the Catalog Level. Based on the level selected, the system will use the master catalog to auto-set up the items.

* If the items are inventory items, they will have a stock of 10 by default. This will provide an initial stock level for the items, which the user can adjust as needed.

* If the user does not select anything under the catalog section during account setup, it means that the account user will share the inventory file with the CX team. The CX team will then use this inventory file to set up the catalog for the account. This will ensure that the catalog is accurate and reflects the inventory available for the account.

Step 14:

The CX team has the option to Reject a lead for any reason.

If the account has not been created for the lead, the CX team can reject it by going to the lead and clicking on the Action button and selecting Reject Request

Select the reason from the dropdown menu and click On Confirm

Upon rejecting a lead, the CX team will confirm the action and the User will see a message stating

Lead has been rejected due to <selected reason>.

This message will confirm that the lead has been rejected and will not be considered for further processing.

When a lead is rejected by the CX team, the Sales Executive will receive an in-app notification.

The notification will read: Account creation request for <account name> for <location> is rejected due to <rejected reason>.

If the sales executive taps on the notification, they will be able to see more details regarding the rejected lead, such as the lead's history and any notes or comments that were added by the CX team. This information can help the sales executive better understand why the lead was rejected and take appropriate action.

FAQs:

Q: What information is required to create a client account on Bitsila?

A: The sales team or business partners need to collect the client's name, mobile number, email ID, industry type, business category, business name, and sub-domain.

Q: Can I change my subscription plan after signing up?

A: Yes, you can change your subscription plan by going to your account settings and selecting the appropriate subscription plan option.

Q: What should I do if I don't receive the OTP?

A: If you don't receive the OTP within a few minutes, please check that you have entered the correct phone number and try again. If the problem persists, please contact customer support for assistance.

Q: How do I add my business address?

A: You can add your business address by selecting or adding a location on the map, entering your apartment or building number, area details, landmark.

Q: How do I update outlet URLs?

A: You can update outlet URLs by entering the outlet name, Zomato URL, Swiggy URL, and Magic pin URL (if applicable) in the Update Outlet URLs section.

Q: What should I do if I have trouble creating my account?

A: If you experience any issues while creating your account, please contact customer support for assistance.

Q: Can I add multiple order preferences?

A: Yes, you can select one or more order preferences that best represent your business.

Q: How do I create delivery slots?

A: You can create delivery slots by typing the slot name (e.g., Morning or Night) and the timings. You can also edit or delete slots as necessary.

Q: How do I configure my tables?

A: You can configure your tables by entering the table name and seating capacity in the Table Configuration section. After creating an account, you can update this information under POS post account setup.

Q: Who verifies the created account?

A: The customer support team verifies the created account.

Q: What happens after the account is successfully verified?

A: Once the account is successfully verified, it will be created.

Q: What happens if a lead is rejected during the account creation process?

A: If a lead is rejected, it means that the account cannot be created for that lead. The reason for rejection may vary depending on the situation, but it typically indicates that the lead is not a good fit for the business.

Q: Who can reject a lead during the account creation process?

A: The CX team is responsible for reviewing leads and deciding whether to proceed with account creation. If a lead is deemed unsuitable for account creation, the CX team can reject it.

Q: Will I be notified if a lead is rejected during the account creation process?

A: Yes, the sales executive will receive an in-app notification stating that the account creation request for the specific account and location has been rejected due to a specific reason. The notification will provide details about why the lead was rejected and allow the sales executive to review the information.

Q: What should I do if a lead is rejected during the account creation process?

A: If a lead is rejected, it's important to review the information provided and understand the reason for rejection. Depending on the reason, it may be necessary to review the account creation process and make changes to improve the likelihood of successful account creation in the future.