1.0 Overview

In response to the evolving landscape of account and outlet management across various TSPs, Bitsila is streamlining its integration process. This enhancement aims to optimize the workflow for account creation, integration with the Open Network for Digital Commerce (ONDC), and the automated addition of outlets.

With this new feature, when the account is created, it could be directly added to ONDC with just few clicks, instead of configuring each and every detail like taxonomy.

Now, let’s take a look at the step-by-step procedure to understand how this feature works.

2.0 Step-by-Step Procedure

• On the System side of Bitsila, follow the procedure of Sales Lead Creation and Create a Sales lead (https://bitsila.crisp.help/en/article/lead-registration-zsnrbz/?bust=1701669754616)

• After creating the Sales Lead, Create an Account from that lead following the procedure. (https://bitsila.crisp.help/en/article/account-creation-from-a-sales-lead-complete-user-guide-135rjzf/?bust=1701669754626)

• Once the Account is created, Navigate to the Accounts Module and Click on Accounts

• Click on the newly created account.

• Go to the Account Info Tab

• Click on Edit

• Upload the Images like the Logo of the Business

• Update the Changes

• Now Switch to the Newly created account

• Navigate to the Business Module and Click on My Store

• Under the Details Tab, Click on Edit

• Enter the Address Details of the Outlet  and Add the Logos and other images

• Click on Update

• Go to Settings tab

• Click on Edit

• In the pop-up navigate to the ONDC Details panel

• Select the Default Delivery Mode

If you select the Default Delivery mode as Self or Self with Zero charge, you need to select the Self-delivery time. If you select the Default Delivery Mode as Third Party Logistics, Select the third party logistics partner in the dropdowns.

• Select the RTS trigger time and Click on Update

• Once the settings are updated, click on Actions Dropdown

• Click on Map Outlets to ONDC Button

• Go back to the System Side and Navigate to ONDC Module and Click on Accounts

• In the list of Accounts, you can see the newly created account on the top. 

• The status should show Mapped

• Click on Sync Latest Account Details, to make sure the changes are reflected to the Account

• Click on Actions dropdown

• Click on Change Status

• Change the Status to On ONDC

Now go back to ONDC Module>> And Accounts, you can see the status of the Account as On ONDC, which means the account is reflected on ONDC

3.0 FAQs

Q1: What is the purpose of the Auto Add Account to ONDC feature?

A1: This feature streamlines the integration process for account creation, facilitating direct addition to the Open Network for Digital Commerce (ONDC) with minimal configuration, enhancing workflow efficiency.

Q2: How does the feature simplify account addition to ONDC?

A2: By following a step-by-step process within the Bitsila system, users can seamlessly create an account, add necessary details like business logos and outlet information, set delivery preferences, and effortlessly map and synchronize the account to ONDC.

Q3: Can you summarize the steps involved in using this feature?

A3: Firstly, create a Sales Lead and generate an account from it. Then, upload business images, configure outlet details, set delivery preferences, map the account to ONDC, and finalize the synchronization to reflect the account status as 'On ONDC'.

Q4: What actions ensure successful mapping of the account to ONDC?

A4: After configuring the account details, navigating to the ONDC module, mapping the account, syncing latest details, and changing the status to 'On ONDC' confirms successful integration onto the ONDC platform.

Q5: How does this feature benefit users managing multiple accounts?

A5: By automating the addition process, it reduces manual configuration efforts, allowing swift integration of numerous accounts onto the ONDC platform, enhancing overall account and outlet management efficiency.