Overview

This user guide provides step-by-step instructions on how to process orders from the distributor's perspective. By following these instructions, distributors can efficiently manage incoming orders, review order details, prepare orders, make necessary modifications, assign delivery personnel, and complete the order process. The guide aims to ensure smooth order processing and customer satisfaction.

Steps with Description:

1. Login to the distributor portal:

   • Access the distributor's side portal using your credentials.

   • Enter your login details and click on the Login button to access the distributor portal.

2. Access the order page:

   • Once a dealer places an order or raises a stock request, all the relevant details will be available on the order page within the Business Module.

   • Navigate to the order page and locate the specific order you wish to process.

3. Review the order:

   • Click on the order to access the invoice.

   • Review the item(s) and their quantities listed in the invoice.

   • Scroll down the invoice to verify the delivery location and check the GST summary.

4. Prepare the order:

   • If the item is available and ready to be dispatched, click on the Prepare Order button.

   • If needed, you can adjust the quantity at the preparing stage by selecting the item and modifying the quantity.

• To replace an item, click on the Replace button and select the appropriate replacement.

• If required, you can cancel the order by clicking on the Cancel button.

• Use the Mark Complimentary option to designate an item as complimentary.

• To change the quantity of an item, click on the Change Quantity button and enter the new quantity.

• If applicable, use the Add Serial Number option to include serial numbers for specific items.

5. Mark the order as ready:

   • Once the order is prepared and ready for dispatch, click on the Mark as Ready button.

• A pop-up screen will appear, requesting confirmation.

• Click on the Confirm button to mark the order as ready.

6. Assigning Delivery Boy:

• Once an order is marked as ready, it cannot be reversed, so ensure that all preparations are complete before proceeding.

• Assign a delivery boy to the order by clicking on the Assign Delivery Boy button.

• If there are any specific delivery instructions, add them in the Delivery Note tab and click on Update.

• Use the Delivery to Boy option in the header to manage deliveries by the assigned delivery personnel.

• After the order is delivered, the delivery boy or distributor can mark it as complete.

7. Order Status and Communication:

• Dealers can check the ongoing order process and order status through the dealer portal.

• Communication regarding order-related queries or updates can be managed through the website and the dealer portal.

By following these steps, distributors can effectively process orders, track deliveries, and ensure timely completion of orders while maintaining communication with dealers.