Overview

This user guide provides step-by-step instructions on how to create dealers/resellers in the Bitsila application. By following these instructions, you can effectively add new B2B customers, such as dealers, franchisees, distributors, agencies, retailers, and shop-in-shop businesses. The guide aims to help you seamlessly create dealer profiles with all the necessary details and activate them for business operations.

Steps with Description:

• Login to the Bitsila application:

  • Access the Bitsila application using your credentials.

  • Once logged in, you will land on the dashboard.

• Access the Business Module:

  • On the dashboard, navigate to the Business Module.

  • Look for the option B2B Customers and click on it.

• Create a new dealer:

  • Within the B2B Customers section, locate the Create New button and click on it.

  • This will initiate the process of creating a new dealer profile.

• Enter dealer details:

  • Fill in the necessary details for the dealer, such as:

    • Name

    • Type (select from the dropdown options: dealer, franchisee, distributor, agency, retailer, shop in shop)

    • Country code

    • Mobile number

    • Email ID

    • PAN (Permanent Account Number)

    • GSTIN (Goods and Services Tax Identification Number)

• Configure margin:

  • Enter the margin configuration details:

    • Select the margin type from the dropdown.

    • Enter the margin percentage.

Note: Ensure that all the required information is accurately entered for each dealer.

• Provide primary contact details:

• Enter the primary contact person's information:

  • Name

  • Country code

  • Contact number

  • Email ID

  • Designation

• Address details:

  • Select the location.

  • Enter the office details, including the floor number/building number and office area details.

• Payment configuration:

  • Select the payment frequency (daily, weekly, monthly) from the dropdown.

  • Choose the payment day from the dropdown.

• Set balance, credit limit, and notify limit:

  • Enter the balance amount.

  • Set the credit limit.

  • Specify the notify limit.

• Assign a salesperson:

  • Select the salesperson details from the dropdown.

• Store details:

  • In the Fulfillment Stores tab, choose the relevant outlet/store associated with the dealer.

  • Fulfillment stores refer to the physical outlets where business transactions will take place.

• Create the dealer:

  • Once all the details are entered, click on the Create button to create the dealer profile.

  • The created dealer will be in the proposed status.

Note: Review the details before activating the dealer's profile.

• Activate the dealer:

  • To make the dealer profile active, click on the Action button located in the top-right corner of the screen.

  • Select Change Status and choose Active from the dropdown options.

  • The dealer's profile will be activated for business operations.