Empower Dealers with a Complete Self-Service Portal
Give dealers, distributors and channel partners 24×7 access to orders, inventory, invoices, payments, schemes, support, credit notes, claims and business insights — from one Salesforce-native portal.
Modern Dealers Expect More Than Phone Calls and Emails
Channel partners today expect the same digital experience they get from any modern brand.
Dealers constantly call sales teams for delivery updates.
Invoices are shared manually over email and difficult to locate.
Dealers struggle to track outstanding dues and settlements.
Dealers don't know what's in stock before promising customers.
Promotions and incentives are unclear and often missed.
Requests move through emails, WhatsApp and phone tag.
Everything Dealers Need in One Portal
A single Salesforce-native workspace for every part of the dealer relationship.
Place and Track Orders Anytime
Dealers self-serve the entire order journey — no more chasing sales teams for status.
View Products, Pricing & Inventory Availability
A rich digital catalog with live availability — so every order is placed against confirmed stock.
Know Exactly What Is Due and What Has Been Paid
A live dealer financial dashboard — no spreadsheets, no surprises.
Pay Directly from the Portal
Razorpay, UPI, payment gateway and bank transfer — every payment tracked against the right invoice.
Monitor Credit Availability in Real Time
Dealers always know how much credit they can deploy — no surprise order holds.
Never Miss a Promotion Opportunity
Every offer the dealer is eligible for — visible, trackable and claimable from one place.
Track Credit Notes and Settlements Easily
No more lost credit notes — every return, claim and settlement is visible in one ledger.
Raise Return Requests with Complete Visibility
Dealers initiate, document and track every return — with full transparency on approval.
Raise and Track Support Requests
A dedicated dealer support center — every issue logged, routed and resolved on SLA.
Know Exactly Who to Contact
A clear relationship map — from sales executive to escalation contact, always at the dealer's fingertips.
Track Your Business Performance
Dealers see their own KPIs — revenue, orders, growth and target achievement — in real time.
Manage Your Business from Anywhere
The Dealer Portal is fully responsive — every feature works from phone to desktop.
Give Dealers Visibility into Their Own Business
- Open Orders
- Fulfilled
- Delayed
- Invoices Issued
- Outstanding
- Paid
- Collections
- Overdue
- DSO
- Limit
- Used
- Available
- Active Schemes
- Earned
- Utilized
- Top Products
- Demand
- Stock
- Open Returns
- Approved
- Settled
- Revenue
- Growth %
- Targets
Give Dealers an Intelligent Business Assistant
AI nudges dealers on reorders, payments, schemes and stock-out risk — driving more sales with less effort.
- ⚠ Product may stock out in 4 days
- 📈 Product demand increasing in your territory
- 💰 Credit note available for adjustment
- 🎯 Eligible for growth incentive program
- 🚨 Payment due in 3 days
Create a Better Dealer Experience and Stronger Channel Relationships
Ready to Digitize Your Dealer Network?
Give dealers complete visibility into orders, inventory, payments, schemes, support and business performance — from one intelligent portal.
Frequently asked questions
What can dealers do inside the Dealer Portal?+
Dealers can place and reorder products, track orders, view invoices, make online payments, view credit limits and credit notes, browse schemes, raise return and support requests, access contact directories, and view performance dashboards — all from one Salesforce-native portal, 24×7.
Can dealers place orders online?+
Yes. Dealers can create new orders, reorder previous products, view order history, track confirmation, dispatch, delivery and completion, and download order documents — without calling the sales team.
Can dealers make payments through the portal?+
Yes. Online payments are supported via Razorpay, payment gateways, UPI and bank transfer tracking. Dealers can pay against invoices, download receipts and track settlements.
Can dealers track invoices and collections?+
Yes. Outstanding invoices, payment history, collection status, due dates, overdue amounts and credit utilization are visible in real time on the dealer financial dashboard.
Can dealers view inventory availability?+
Yes. The digital catalog shows product availability, fast-moving products, new launches, featured and promotional products — so dealers can place orders against confirmed stock.
Can dealers access active schemes and incentives?+
Yes. Active schemes, seasonal offers, quantity-based discounts, product promotions and dealer-specific incentives are listed with eligibility, benefits earned and utilization status.
Can support requests be raised from the portal?+
Yes. Dealers can raise product, invoice, payment, order, warranty, service and technical support cases — and track case status, assigned team, SLA and resolution time.
Can dealers view credit notes and claims?+
Yes. Available, utilized, pending and expiring credit notes are visible, along with return and damage claims and full settlement history.
Is the portal mobile-friendly?+
Yes. The Dealer Portal is fully responsive across mobile phones, tablets, laptops and desktops. Dealers can place orders, make payments, track inventory and raise cases from any device.
Can AI assist dealers with reorder recommendations?+
Yes. The AI Dealer Assistant identifies fast-moving products, recommends reorder quantities, highlights payment due dates, suggests applicable schemes and predicts stock-out risks — with proactive alerts.
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