Dealer onboarding
Know what is still missing before a new dealer can place the first order.
Keep dealer details, required documents, commercial setup and account readiness visible instead of managing the onboarding through scattered messages and files.
Patel Industrial Supplies
Ahmedabad
- Account details
- Complete
- Documents
- 2 of 3 received3 of 3 received
- Pricing
- Assigned
- Credit terms
- Waiting for reviewTerms set
- Salesperson
- Neha
- Portal access
- Not activatedEnabled
3 things still need attentionReady for first order
The record existed on day one.The dealer could trade on day nine.
Dealer onboarding is more than creating a contact.
A contact has
- Name
- Phone
A dealer needs
- Business details
- Commercial terms
- Pricing
- Credit setup where used
- Salesperson coverage
- An ordering or access method
A dealer record can exist before the dealer is actually ready to trade, and the gap between those two days is where the first order gets lost.
Make readiness visible.
- Dealer details
- Required information
- Commercial setup
- Internal review where required
- Portal or order access
- Ready for the first order
This is not one universal approval process. Some businesses need finance to sign off a credit limit before anything else; plenty only need somebody to agree a price and name an owner. The useful part is that whichever steps you have are visible in one place.
What information might be needed?
- Business name
- Contacts
- Billing and shipping information
- Tax or business identifiers where relevant
- Commercial agreement
- Price arrangement
- Credit terms where used
- Salesperson or account owner
Required information and documents depend on the business, the location and the commercial relationship. Nothing on this list is a legal requirement we are stating on your behalf — your own finance and compliance people decide what you must collect.
Keep missing items visible.
| Setup item | State | Who owes it |
|---|---|---|
| Business details | Done | Nobody — it is done |
| Price setup | Done | Nobody — it is done |
| Credit terms | Needs review | Finance |
| Required document | Missing | Dealer team |
| Portal access | Waiting | Sales admin |
When onboarding stays “in progress”, a few missing items may be sitting with different people. Naming the owner beside each gap makes the next step clear.
Do not activate access before the commercial setup is ready.
Portal ready technically
but
- No applicable price
- Credit decision incomplete
- Salesperson not assigned
Not ready for ordering
Technical access is not the same as commercial readiness.
A dealer who signs in and finds no price, or places an order nobody can price, has had a worse first experience than a dealer who waited two more days.
The first order should not restart the onboarding process.
- Dealer account
- Price arrangement
- Commercial terms
- Account owner
- Delivery and account details
carries into
First order
- Nothing re-entered
- Nothing re-agreed
What should the dealer know?
- What information you still need from them
- Whether the account is ready
- Who their contact is
- How they will place orders
- Where they will see prices and schemes, where that applies
Five things, and not one of them is an internal approval note. A dealer should know what is outstanding on their side; they do not need to read your credit discussion.
Onboarding should end with a usable account.
Example dealer account
Patel Industrial Supplies
Ahmedabad · ready to trade
- Account owner
- Neha
- Pricing
- Assigned
- Ordering
- Portal enabled
- Credit
- Terms set where used
- Next step
- First order
What the account is ready for.
- Dealer PortalThe screen the dealer signs in to once the setup is actually done.
- Dealer Pricing & SchemesThe price arrangement that has to exist before a first order can be priced.
- Dealer Credit ControlThe decision that most often holds an onboarding up.
- Territory ManagementWho the new account belongs to, and who rings them first.
How do you know when a new dealer is actually ready to start ordering?
Show us how dealer setup moves between sales, accounts and operations today. We’ll help identify what should be visible in one onboarding process.