Place Independent Dealer Order

Created on Oct 11, 2023 | By Vicky
Last Updated on Oct 11, 2023
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Place Independent Dealer Order

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Dashboard >> Sitemap >> Transactions >> Place Independent Dealer Order

Or

Menu Bar >> Hamburger Menu >> Transactions >> Place Independent Dealer Order

Introduction/Purpose

The “Place Independent Dealer Order” module is a big step forward in improving the ordering facility for the independent dealers. It makes ordering easier, strengthens our relationships with customers, and shows our commitment to innovation and customer satisfaction.

Dependencies

  1. System Performance: System should respond properly to retrieve data from the databases and process data accurately. 
  2. Databases:  The reports depend on the accurate data of several databases like Customer Company, Retail Station, Inventory data of different white products, lubricants, other products etc.
  3. Proper Data Management: Proper data retrieval mechanisms are responsible to ensure efficient order place.

Place The Independent Dealer Order

To place the independent dealer order, follow the below steps:

Step 1: To open the place independent dealer order form, there are two ways:

  1. Click on the “Place Independent Dealer Order” under the “Transactions” module under the Hamburger menu as shown below.
  1. Click on the “Place Independent Dealer Order” from the site map under the “Transactions” module as shown below.

Step 2: Search & Select a customer company, as shown below.

Step 3: Select a retail station, as shown below.

Step 4: Enter Quantity and Expected Loading Date for the White Products, as shown below. 

Step 5: By default “Company Delivery” option will be there for delivery, as shown below.

Step 6: If “Self Pickup” is selected for delivery, it is required to select a “Warehouse” and “Pickup/Delivery Date”, as shown below.

Step 7: Select the quantity and “Add To Cart” for the Lubricants and Other Products, as shown below.

Step 8: Users can clear the cart by clicking on the “Clear Cart” button or can proceed with the cart by clicking on the “Next” button, as shown below.

Step 9: In the Order Summary Page, Enter a valid Coupon Code and click On “Apply”  button, as shown below.

Step 10: Click on the “Place Order” button to place the coro order, as shown below.

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