How do we check the dealer_s data

Created by Surya Boddu, Modified on Tue, 2 Apr, 2024 at 5:05 PM by Surya Boddu

Overview

This user guide provides step-by-step instructions for both RSA (Retail Sales Area) and DO (Divisional Officer) users on how to access and view dealer details in the Bitsila Application. The guide will help you navigate to the Dealers section, where you can find information about dealers such as their name, SAP Code, status, type, balance amount, total orders, recent orders, and RSA.

https://drive.google.com/drive/u/0/folders/18bSS1jmZwybKzV_eNO3AvwiHCn0S8pgn

Steps for RSA and DO Users:

Login to the Bitsila Application

  • Launch the Bitsila application on your device.

  • Enter your username and password to log in to your account.

Access the Dashboard

  • Upon successful login, the application will direct you to the dashboard, which serves as the central hub for various modules and features.

Navigate to the Business Module

  • Locate and click on the Business Module option on the dashboard. This module typically contains information related to business operations and partners.

Click on Dealers

  • Within the Business Module, you will find various options and subcategories. Look for the Dealers option and click on it. This will take you to the list of dealers.

Search for a Specific Dealer

  • To find a particular dealer quickly, you can use the search bar provided on the page.

  • Enter the name of the dealer you are looking for in the search bar.

  • As you type, the list will automatically update to display matching results.



Apply Filters 

  • If you want to narrow down the list of dealers based on specific criteria, you can use filters.

  • Common filters may include:

    • Type: Select the dealer type (e.g., Retail, Wholesale) from the filter options.

    • Payment: Filter dealers by their payment status.

    • Status: Filter dealers by their status (e.g., Active, Inactive).

    • Created Date: Filter dealers by when they were added to the system.

    • RSA: Filter dealers based on their Retail Sales Area


View the List of Dealers

  • In the Dealers section, you will see a list of all the dealers associated with your business. Each dealer entry will include the following details:

    • Dealer Name: The name of the dealer.

    • SAP Code: The unique SAP code assigned to the dealer.

    • Status: The current status of the dealer (e.g., active, inactive).

    • Type: The type of dealer.

    • Balance Amount: The outstanding balance amount associated with the dealer's account.

    • Total Orders: The total number of orders placed by the dealer.

    • Recent Orders On: The date of the dealer's most recent order.

    • RSA: The Retail Sales Area associated with the dealer.

Access Dealer Details

  • To obtain more information about a specific dealer, click on the dealer's name in the list. This action will open a detailed view of that particular dealer.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article