Dealers

Created On
Last Updated On
byDarpan Mistry
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Purpose

The main purpose of this module is to enable the administrator to manage the Dealers in the portal. These Dealers will be using the portal will have different types of roles in the system and information of the dealers will be managed from the admin panel. Admin will have the option to login as the dealers and will also be able to reset the password of the user as well.

Navigation Path

Path: Users Accounts > Dealers

Listing Screen

View list of all the Dealers that were previously added by the Administrator. Admin will have an option to add, update, and activate/deactivate the Dealers. Admin will be able to search the Dealers using the filter option this is provided on the list. Upon adding the credentials of the user will be sent to the Dealer. Admin can view the listing in two views; admin will have the option to change the view by clicking on “Change view” Button.

Table view

Grid View

  • Sorting: Admin can sort the list by Name, Primary Role, Status, Added by, Added Date, Site Name, Updated By, Updated Date, Group Code.
  • Text Search Filter: Admin can search from the list using the text inputs provided below.
  • Filter: Admin can filter the listing using Name, status, primary role search, company search.
  • Actions: Admin will have 2 action options: “Login As” as a dealer and “Reset Password” of a dealer account.
  • Login As
    • Admin can access the different dealer’s account.
    • Admin can perform all the tasks that the user does by accessing the account.
    • Admin can switch back to the Admin account as well.
  • Reset Password: Admin will be able to change the password of the dealer account.

Option to Conditional search, refresh, export and send email

  • Conditional Search/Filter: User will be able to search using below pop-up
  • Admin will be able to search conditionally i.e. the search must satisfy the conditions “Any” or “All” based on the selection
  • Multiple Field conditions can be added by clicking on “+” Button
  • Field conditions can be removed by clicking on “-” Button
  • Admin will have the option to select which field the input data needs to be compared and  searched upon
  • Criteria need to be set to compare with inputted data text input. List of Criteria are mentioned below:
  • Text area will be provided to enter the data for compare and search in the listing.

Export

  • Admin will have the option to export data in excel and PDF format
  • Admin can either select the columns  or all the columns based on the need
  • Admin can either export the current page records or all the record

Add New Users: To add Users, click on the below button

View Use Details

  • View Summary of the user in details
  • View Orders: View orders placed by the dealers with the option to filter the orders, refresh the list and export (in pdf & excel).
  • View LTs: View LTs added by the dealers with the option to filter the LTs, refresh the list and export (in pdf & excel).
  • View Daily Sales: View Daily Sales made by the dealers with the option to filter the Daily Sales, refresh the list and export (in pdf & excel).
  • View Payments: View Payments made by the dealers with the option to filter the Payments, refresh the list and export (in pdf & excel).
  • View Notes (if available): Option to add notes by clicking on Add notes or Reminders button
  • Add Notes: Notes can be added by adding “Remark” and uploading remark Documents.
  • Add Reminders: ReminderNotes can be added by adding “Remark”, Remind Date and uploading remark Documents

Recent Activities: Option to View recent activities done by the dealer.

Option to “Delete” the user account, “Reset Password” of User account, “Edit” details

Add New Dealer Form

  • Admin will be able to add the User account entry from this page
  • Admin needs to fill the Account information to add the user’s account in the system.

Fields available in the Add User Account Form

Personal Details

  • Name (Required): Enter the First Name, Middle Name, and Last Name of the User in text input.
  • Display Name (Required): Enter the Display Name of the User in text input.
  • Email (Required): Enter the Email ID of the User in text input.
  • Date of Birth: Select the date of birth from the calendar.
  • Profile Image (Required): UploadProfile image of the user
  • Personal Image: Upload Personal Image of the user

Primary Profile

  • Company (Required): Enter the Name of the company. On entering the name of the company, suggestion box will appear which consist of name of the company.
  • Company Classification (Required): The list of company classification dropdown will be dependent on the selection of the company. Admin needs to select the company classification from the dropdown list.
  • Role (Required): The list of role dropdown will be dependent on the selection of the company. Select the role of the user from the dropdown list.
  • Department: Enter the Name of the Department. On entering the name of the Department, suggestion box will appear which consist of list of the Departments.
  • Site: Enter the site name of the User.

Employee Details

  • Employee Code: Enter the Employee Code in the text input
  • Salary Amount: Enter the Salary amount of the Employee

Contact Details

  • Phone Number (Required): Select the ISD Code from the dropdown list and enter the phone number.
  • Alternative Number: Select the ISD Code from the dropdown list and enter the alternative number.
  • Allow Login: Yes/No – Admin can either provide access to the user in the system or not.
  • Status (Required): Admin can set the status of the user as “Active” or “Inactive”.
  • Remark: Admin can enter any remark in the text area.
  • Account Set-up: Yes/No – If Admin selects “No”, an option will be provided to enter the password
  • Password: Enter Password in the text input.

Admin can save the user account by submitting the form or can discard the entry.

On Submission, the user account will be listed in the listing page and user will be redirected to the listing page.

Edit Existing User Form

  • Admin will be able to edit the User account entry from this page
  • Admin needs to fill the Account information to edit the user’s account in the system.
  • Admin will be provided 2 tabs – Edit User & User Profile

Edit User

User Profile

  • Admin will be able to add multiple companies in the user profile
  • Admin will be able to Add new, Delete the company, conditional search, filter text search, and reload the list.
  • Admin will be able to Add new company to user profile

On submission, the admin will be redirected to the company listing screen for dealers.

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