Manufacturing One
by Cloud Ingenious
Channel · Dealer Portal

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.

Dealer Portal Command Center
Active Orders
24
Outstanding
₹4.8 L
Available Credit
₹6.2 L
Inventory Status
82%
Open Cases
3
Active Schemes
7
Portal Modules
Orders
Inventory
Invoices
Payments
Credit Notes
Schemes
Support Cases
Claims
The Problem

Modern Dealers Expect More Than Phone Calls and Emails

Channel partners today expect the same digital experience they get from any modern brand.

Order Status Not Visible

Dealers constantly call sales teams for delivery updates.

Invoice Tracking Challenges

Invoices are shared manually over email and difficult to locate.

Payment Visibility Gaps

Dealers struggle to track outstanding dues and settlements.

Inventory Uncertainty

Dealers don't know what's in stock before promising customers.

Scheme Confusion

Promotions and incentives are unclear and often missed.

Slow Support Resolution

Requests move through emails, WhatsApp and phone tag.

Traditional Dealer Experience
Phone CallsEmailsFollow-UpsDelays
Dealer Portal Experience
LoginVisibilityActionFaster Results
Complete Hub

Everything Dealers Need in One Portal

A single Salesforce-native workspace for every part of the dealer relationship.

Orders
Inventory
Invoices
Payments
Credit Notes
Schemes
Support Cases
Claims
Contacts
Reports
Order Management

Place and Track Orders Anytime

Dealers self-serve the entire order journey — no more chasing sales teams for status.

Create New Orders
Reorder Previous Products
View Order History
Track Order Status
View Dispatch Status
View Delivery Status
Download Order Documents
Faster ordering
Reduced dependency on sales teams
Better visibility
Order Journey
1
Order Placed
2
Confirmed
3
Dispatched
4
Delivered
5
Completed
Catalog & Inventory

View Products, Pricing & Inventory Availability

A rich digital catalog with live availability — so every order is placed against confirmed stock.

Capabilities
Product Catalog
Product Categories
Product Images
Technical Specifications
Product Brochures
Product Videos
Available Inventory
Product Availability
Track
Fast-Moving Products
New Products
Promotional Products
Featured Products
Payments & Collections

Know Exactly What Is Due and What Has Been Paid

A live dealer financial dashboard — no spreadsheets, no surprises.

Outstanding Invoices
Payment History
Collection Status
Due Dates
Overdue Amounts
Credit Utilization
Dealer Financial Dashboard
Total Outstanding
₹4.8 L
Due This Month
₹1.6 L
Overdue
₹62 K
Available Credit
₹6.2 L
Online Payments

Pay Directly from the Portal

Razorpay, UPI, payment gateway and bank transfer — every payment tracked against the right invoice.

Razorpay
Payment Gateway
Bank Transfer Tracking
UPI Payments
Make Payments
Download Receipts
View Payment History
Track Settlements
InvoicePayment GatewayPayment Confirmation
Credit Limit

Monitor Credit Availability in Real Time

Dealers always know how much credit they can deploy — no surprise order holds.

Approved Credit Limit
Available Credit
Consumed Credit
Outstanding Exposure
Pending Orders Impact
Better planning
Reduced order delays
Credit Limit Gauge
Total Limit ₹15 LUsed 58%
Limit
₹15 L
Used
₹8.8 L
Available
₹6.2 L
Schemes & Incentives

Never Miss a Promotion Opportunity

Every offer the dealer is eligible for — visible, trackable and claimable from one place.

Display
Active Schemes
Seasonal Offers
Quantity-Based Discounts
Product Promotions
Territory-Specific Schemes
Dealer-Specific Incentives
Track
Eligibility
Benefits Earned
Utilization Status
Credit Notes & Claims

Track Credit Notes and Settlements Easily

No more lost credit notes — every return, claim and settlement is visible in one ledger.

Available Credit Notes
Utilized Credit Notes
Pending Credit Notes
Expiring Credit Notes
Return Claims
Damage Claims
Settlement History
Credit Note Lifecycle
ReturnCredit NoteAdjustmentSettlement
Returns

Raise Return Requests with Complete Visibility

Dealers initiate, document and track every return — with full transparency on approval.

Dealers Can
Request Returns
Upload Images
Upload Supporting Documents
Track Return Status
Monitor Approval Status
Return Reasons
Manufacturing Defect
Damaged Product
Wrong Product
Expired Product
Transit Damage
Support & Cases

Raise and Track Support Requests

A dedicated dealer support center — every issue logged, routed and resolved on SLA.

Product Issues
Invoice Queries
Payment Queries
Order Queries
Warranty Claims
Service Requests
Technical Support Requests
Case Status
Assigned Team
SLA
Resolution Time
Dealer Support Center
CS-1042
Invoice mismatch on INV-882
In Progress
CS-1041
Warranty claim - Product A
Assigned
CS-1039
Dispatch delay query
Resolved
Contact Directory

Know Exactly Who to Contact

A clear relationship map — from sales executive to escalation contact, always at the dealer's fingertips.

Sales Executive
contact phone
Area Sales Manager
contact phone
Regional Sales Manager
contact phone
Service Manager
contact phone
Finance Contact
contact phone
Customer Support
contact phone
Includes full escalation matrix for finance, service and sales.
Performance

Track Your Business Performance

Dealers see their own KPIs — revenue, orders, growth and target achievement — in real time.

Revenue
Orders
Product Performance
Target Achievement
Scheme Utilization
Growth Trends
Dealer Business Dashboard
Monthly Revenue
₹38 L
Orders
142
Collections
₹31 L
Product Mix
18 SKUs
Growth %
+14%
Target Achieved
78%
Mobile-First

Manage Your Business from Anywhere

The Dealer Portal is fully responsive — every feature works from phone to desktop.

Mobile Phones
Tablets
Laptops
Desktops
Place Orders
Make Payments
Track Inventory
Raise Cases
View Reports
Reports & Analytics

Give Dealers Visibility into Their Own Business

Order Dashboard
  • Open Orders
  • Fulfilled
  • Delayed
Invoice Dashboard
  • Invoices Issued
  • Outstanding
  • Paid
Collection Dashboard
  • Collections
  • Overdue
  • DSO
Credit Dashboard
  • Limit
  • Used
  • Available
Scheme Dashboard
  • Active Schemes
  • Earned
  • Utilized
Product Dashboard
  • Top Products
  • Demand
  • Stock
Return Dashboard
  • Open Returns
  • Approved
  • Settled
Performance Dashboard
  • Revenue
  • Growth %
  • Targets
AI Dealer Assistant

Give Dealers an Intelligent Business Assistant

AI nudges dealers on reorders, payments, schemes and stock-out risk — driving more sales with less effort.

Identify fast-moving products
Recommend reorder quantities
Highlight payment due dates
Suggest applicable schemes
Predict stock-out risks
AI Assistant Panel
  • ⚠ 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
Business Impact

Create a Better Dealer Experience and Stronger Channel Relationships

Faster ordering
Better inventory visibility
Improved collections
Better communication
Reduced support workload
Higher dealer satisfaction
Increased sales
Improved scheme adoption
Better cash flow visibility
Stronger partner engagement

Ready to Digitize Your Dealer Network?

Give dealers complete visibility into orders, inventory, payments, schemes, support and business performance — from one intelligent portal.

FAQ

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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