Channel Partner App


Tanmay Raut

2022-02-18 19:59:53


    To encourage your channel partners to expand both the firm's business and to have access to real-time data in the ERP and the channel partner app.

    In PowerPoint,

    •  How can I get the channel partner app to work?      https://drive.google.com/file/d/1pDJ8gH4ZriS3ze0MXgvitO6XqJ1-sySu/view?usp=sharing

    Channel Partners App Activation

    How To activate channel Partner Application?

    1. Add a channel partner entry in the ERP pre-sales module,

    2. You must choose the name of the company to which you want to add that broker. The name of the broker company must be mentioned in the ledger name

    3. The broker's address, phone number, email address, and state are Mandatory fields

    4. Personal information about the broker is required, such as his Pan number, Pan name, Broker Rera number, and TDS category, Need to click on Update Broker Details for CP”

    5. To activate the broker, make sure that the “Enable Vendor App Login” check box is selected”.

     

    • In the accompanying PPT, you can see what benefits you can obtain from the channel partner app.    https://docs.google.com/presentation/d/1Hqchgf5J-PiWwc-QtMdTzBGGBAMNbWI7/edit?usp=sharing&ouid=113521981919462628576&rtpof=true&sd=true

    Channel Partners App

    Equip your channel partners with the perfect mobile app to optimize new revenue streams     

     

    Will be available in both, App Store and Google Play

                                 

     

     

                                     

     

     

                                  Home Features                                                                                                                                                                  

                                   • Project Details

                                   • Enquiry Form

                                   • Payment

                                  • Work Progress

                                  • Service Details

                                  • EMI Calculator

                                  • About Me

                                  • About Company

     

     

    1.  Project Details

     

    • Builder uploads projects for sale
    • Visible to the channel partner
    • Upcoming launches can also be viewed by the channel partner

     

     

     

     

     

     

     

    2. Enquiry Form

    • Channel partner can register an enquiry about  your project
    • The party’s name, mobile number, and e-mail id will be captured
    • You may view the name of the channel partner under “Source Name”

     

     

     

     

     

     

     

    3. Customer Details with Status

    • Enquiry submitted by a partner on the mobile app
    • Customer details along with enquiry status is displayed
    • Channel partner can view “Status” for updates on follow-ups

     

     

     

     

     

     

     

    4. Customer Report

    Retrieve data of customers booked through channel partners and know: 

    • Which customer unit they have?
    • The value of their agreement.
    • Has the agreement been completed or not?
    • Have they received their token amount?

     

     

     

     

     

    5. Brokerage Report

    Channel partners can view their commission data in the brokerage report along with information about:

    • Which customers have earned them a commission?
    • How much commission?
    • Is the brokerage pending?

     

     

     

     

     

     

    6. EMI Calculation   

    In-built EMI calculator

    Calculate monthly instalment based on:

    • Loan amount
    • Interest rate
    • Tenure

     

     

     

     

    7. About Me            

    The following channel partner data can be fetched:

    • RERA number
    • PAN number
    • Email ID
    • GST number

     

     

     

    8. About Company  

     

    This page will showcase information about the developer's company

     

     

     

     




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