Dealership is a major channel in India for most of business segments.
There is lot of value and productivity while doing sales via dealers channel.
In our Dealer Portal we address these typical issues in this business segment
For any company, multiple dealerships can be setup based on contractual requirements. Dealers locations, leagal data and other parameters can be maintained in this module.
Sale from principle to the dealer is managed in primary sales module. Its demands, delivery, pricing, discounts and credit notes are all form part of the primary sales module. This can be done on mobile making it extremely convenient..
Dealer to end customers is secondary sales which can be managed in this module. Counter sales, QR code scanning and many other are standard functionality on the mobile app to manage the secondary sales.
Dealers can send their requirements from the portal and it will create PO from Dealer to principal automatically. In the principle ERP, it will create the sales order automatically. On goods receipts, dealer inventory is updated making it completely seamless process .
Dealer pricing procedures and discounts are maintained as dealer level, material level or so on. When dealer makes a purchae, it automatically applies the discount and peridodically settles it via credit note requests. .
Dealer can keep track of its purchase, sales and inventory in value automatically using this system. It also calculates the output GST and input GST based on sales and purchases that go through the system.
Any kind of master or transactional data can be loaded in the system using bulk uploads. There are business rules with which system takes out deuplicate data records and inaccurate data elements. This makes it perfect tool to clean & upload bulk data sets.
Customers, Contacts, Materials, Users and org structure elements are main master data objects required in the SFA application. Its used to form various process threads and transaction forms across the application. There are multiple functionality available to create, edit and manage these master data objects.
Dealer portal can be integrated with ERP or other systems. It can connect with other systems to pull or push the transaction data very easily.
The role based access alongwith this makes it compliant to privacy policies. Production access is limited only to controlled users which are bound by data privacy policies and standards.
There are various reports and dashboards available on web and mobile application for the users. Based on roles and hierarchy in the organization, users have limited access to the datasets and reports. Reports can also be configured & downloaded into excel for further ease of use.
Based on data collected, SFA system has several standarded analytical algoithms for forecast, stock movements, missing attendnace & TS and so on. These analytical views of data provides several decision making points for the leadership team.
