Dealer Portal

This activity allows the login user (dealer) to place orders and report complaints on behalf of the customers. Also allows to view the orders details, shipment and payment information. The system displays the details of the customers mapped to the login user (dealer).

Select the “Dealer Portal” activity under the “Customer Portal” business component.

The “Dealer Portal” page appears.

- Clicking this icon available near certain fields takes you to the help page of the respective field.

In the header the mandatory fields are represented as bold and in the multiline the mandatory columns are either bold or displayed in a color other than black.

The system displays the following in the header:

Customer Code	The code identifying the customer.
Customer Name	The name of the customer.
Company Code	The code identifying the company of the customer.
Company Name	The name of the company of the customer.

Note: The system displays the details of the login user in the header. .

Select an option from the drop-down list box :

Org. Unit

Use the drop-down list box to select the organization unit by which the details are to be fetched. The combo is loaded with the destination OUs in which the login customer is in active status based on the CIM between Customer Portal and Customer component. The system displays the login OU by default on launch of the page.

Note: The system fetches the entire Bill To / Ship To customer codes mapped to the login customer for the OU selected and displays the details in the multiline along with the other details from the Customer master.

The system displays the following:

Org. Name

The organization unit name corresponding to the organization unit code.

Select an option from the drop-down list box:

View

Use the drop-down list box to select the option by which the details are to be viewed. The combo is loaded with values “Cumulative this month”, “Cumulative this Financial Year” and “None”. The system displays “None” by default on launch of the page.

The system displays the following in the multiline:

Customer Code	The code identifying the Bill To /Ship To customer of the login user (dealer).
Customer Name	The name of the customer.
Phone No.	The phone number of the customer.
State	The state to which the customer belongs.
Tax Payer ID.	The tax payer ID of the customer.
IE Code	The import/export code of the customer.
Industry	The industry to which the customer belongs.
Region	The region to which the customer belongs.
Segment	The segment to which the customer belongs.
Sub Segment	The sub segment of the segment to which the customer belongs.
Order Value	Cumulative sum of order values of authorized Sale orders.

Note: The order value is displayed for the current financial year when “Cumulative this year” option is selected in the “View” combo. Whereas when “Cumulative this month” is selected in the “View” combo, then the order value is displayed for the current financial month.

Order value is the sum of order values of authorized Sale orders in which customer code of PO = customer in multiline and login customer code of PO = login customer code (dealer).

Invoice Amount

Sum of invoice values of Authorized customer Order Based Invoices

Note: Invoices in deleted and reversed status are not considered. The Invoice Amount is displayed for the current financial year when “Cumulative this year” option is selected in the “View” combo. Whereas when “Cumulative this month” is selected in the “View” combo, then the Invoice Amount is displayed for the current financial month.

Invoice amount is the sum of invoice values (Authorized COBI) in which customer code of invoice = customer in multiline and login customer code of PO = login customer code (dealer).

Outstanding Amount

Sum of the unpaid invoice (Unadjusted amount) values

Note: The Outstanding Amount is displayed for the current financial year when “Cumulative this year” option is selected in the “View” combo. Whereas when “Cumulative this month” is selected in the “View” combo, then the Outstanding Amount is displayed for the current financial month.

Outstanding Amount is the sum of the unpaid invoice (Unadjusted amount) values in which customer code of invoice = customer in multiline and login customer code of PO = login customer code (dealer).

Note: The columns – Order value, Invoice Amount and Outstanding Amount will not be visible when the option “None” is selected in the “View” combo.

To proceed, carry out the following

Select the “Place Direct Order” link to place the order for the customer selected in the multiline.
Select the “Report Complaint” link to report complaints for the customer selected in the multiline.
Select the “View Purchase Order” link to view the purchase order of the customer selected in the multiline.
Select the “View Shipment Information” link to view the shipment information of the customer selected in the multiline.
Select the “View Payment Information” link to view the payment information of the customer selected in the multiline.