After logging in, a dashboard will appear as the landing page.

 

 Dealer registration 

Information:

• This Process is integrated with SAP.​
• There is 2-way connectivity SAP to Hoicko and vise .​
• If the Dealer registered in SAP itwill replicate in the Portal.​
• And If Dealer Registered the portal after confirmation ofapproval it will become part of SAP.
  
  

  

  
  

Process to fill the form:

• The registration process onPortal can be done by Dealer aswell as Administrator.​
• Fill the required field and Uploadall necessary documents.​
• Submit the entire form, and it will be sent to the Admin.

Dealer Approval Process:

• Add the Dealer in the “Approved Dealer Team.”

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• Then Go to the Home.​

• Click on the Dealer View select Dealer Approval Tile. 

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• This Process can be done byAdmin Only.​

• Admin selects the Dealer.​

• Select Dealer Approval and fill in the necessary details, click on the disclaimer checkbox, select Approval 1 Approval 2, and then send it for approval.​

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• Once the Dealer approved from theboth approval then the Dealer Statusshow Approved, Till it showunapproved dealer.​

• Or If the dealer is imported from SAP itshows Dealer Imported.​

• Once the Dealer Approved, it’s sent to SAP and a Dealer code is generated.​

• This Dealer code will show against thedealer on the Portal

​This is how the dealer onboarding and approval process is done.​

Sales Order Creation.

Information:

• The Order can be created by the admin and dealer.​

• And admin can see the all views andtiles, where Dealer have limitedpermission.

​Create Order:

• If Admin is going to create the order initially, it has to select the dealer and then fill in the rest of the details.​

• And if the dealer is going to create the order, then by default the fields are autofilled.​

• After that, select the Material andthere is the validation if the MRP not set against the Material in SAP itwill not reflect on the portal.​

• If the required fields are not filled, then it will not be created.

Sales Order Approval:

• Once the Order created it shows in the sales orderapproval screen.​

• Go to Order Information>> Sales Order Approval​

• Click on the Play Icon and Approve the Order​

• After Approval done, Select the Order and Click onthe Confirm Sales Order.​

• It triggered the SAP and SAP’s Sales Ordernumber will generated and shown on the Portal.

Sales Order Rejected:

• And if the Order Rejected it shows the Order Rejected tile​.

Open Sales Order:

• This tile shows all the open sales orders for which Dispatch orInvoice generation or both are pending​.

Completed Sales Order:

• This tile show all theCompleted Sales Order whichDispatch and Invoice havebeen generated.

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Dispatch.

Information:

• Dispatch details can be checked by Admin and Dealer.​

• Admin can see all the data related toDispatch whereas the Dealer can see thedata related to his account.​

• Dispatch data fetched by SAP directly.

Invoice.

Information:

• In the Invoice section, invoice details and the Credit Note and Debit Note name tiles areavailable.​

• These are accessible by both admin and dealer.​

• Admin has the access to see the complete invoice-related data of eachdealer.​

• Whereas the Dealer having access to only those invoice data that are related to their account.

Invoice Details:

• Invoice Details shows the complete invoice details generated in SAP and theuser can download the Invoice, fromInvoice Attachment section.​

• Also, the user can download all the details in one click by clicking on Export Data.

• Invoice Details shows the complete invoice details generated in SAP and theuser can download the Invoice, fromInvoice Attachment section.​

• Also, the user can download all the details in one click by clicking on Export Data.​

• Similarly, in the credit note and debit note, the user can check the details and the invoice, respectively.​

Credit Note:

Debit Note:

Outstanding.

Information:

• Outstanding refers to the check dealer's statement and Ledgers​

• Only the admin has access to the particular tile. ​

Dealer Statement:

• Select the Dealer. Select the Company Name, Select the Fiscal Year, and select the Ledger Date.​

• The Ledger date should selected of thegiven fiscal year form 1 April to 31March​

Dealer Outstanding:

• Select the Dealer, Select the Company name, Select the Fiscal Year, and Select the Ledger Date.​

• The Ledger date should selected of the given fiscal year form 1 April to 31 March​

Secondary Sales Details:

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