Sign Up - New Dealer

Dealer Manual > Sign Up New Dealer

Q. How to Sign up as Dealer?

Click on ‘Sign up as Dealer’ button
Enter your Company’s name
Enter your Dealer code
Enter your Email address
Enter your Phone number
Enter Password
Click on ‘Sign up’ button

Note - You will now be signed up as Dealer. You can now proceed to Login.

Note :- After companies verification, user receives a verification notification and can see product screen with assigned PSOC (Public Sector Oil Company) logo

Q. How to import PSOCs product?

Click on 'Products' tab from drawer menu (below transactions tab)
You will be able to view products list
Click on 'PSOC Products' button
Select one or multiple products
Click on 'Done' button

Multiple select PSOCs Product

Q. How to edit product rate?

Click on 'Products' tab from drawer menu (below transactions tab)
You will be able to view products list
Click on Rate button (in purple border)
You will be Redirected to product rate screen
Click date in calendar then add / edit rate modal opens
Enter rate in modal input
Click on 'Done' button

for GST Products

Can Edit tomorrow rate also

Note :- Customer sends request to dealer for creating relation. Dealer needs to verify customer to start transactions.

Q. How to verify a customer?

Click on 'Customers' tab from drawer menu (above transactions tab)
Select a customer from customer list
Click on profile icon (Image) to view settings page
Toggle on/off to verify customer (inside customer settings)

Q. How to Add Users?

Click on 'Users' tab from drawer menu (below products tab)
Click on '+' button to add new user
Enter user details :-
1. Name
2. Email address
3. Phone number
4. Password
Set user type/role :-
1. Admin (full access)
2. Accountant (manages invoices and payments
3. Order Manager (manages orders & vehicles)
4. Account manager (accounts + order manager)
5. View only (observes data)
Click on 'Ok' button

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