Dealer Management Portal

1. Roles in the Dealer Supply Chain

Dealer: Responsible for selling products to end customers, often through a contract with the manufacturer.
Clearing Agent: Handles the logistics of transporting goods from the manufacturer to the dealer. They may manage customs (for international goods), documentation, and clearing the goods.
Manufacturer: Produces goods and issues the initial invoice and sales order to the dealer.
Customer: Final recipient of goods through the dealer’s sales process.

The sales order is a key part of the dealer sales cycle and usually follows this structure:

Sales Order Creation: The dealer places an order with the manufacturer or distributor.
Order Confirmation: Manufacturer/distributor confirms product availability and estimated delivery dates.
Invoicing: The manufacturer issues an invoice based on the sales order, specifying items, quantities, rates, and payment terms.
Clearing & Shipping: The clearing agent is engaged to transport goods from the manufacturer to the dealer’s location.
Goods Receipt: The dealer receives the goods, verifies items with the sales order and invoice, and updates inventory.
Payment & Settlement: Dealer makes the payment per agreed terms and receives confirmation.

Sales Order: Document generated to request goods from the manufacturer.
Invoice: Issued by the manufacturer, outlining the cost, taxes, and total amount due.
Packing List: Accompanies goods to help verify quantities received.
Bill of Lading: Issued by the clearing agent or logistics partner, evidencing the transport of goods.
Goods Receipt Note: Created upon receipt of goods, confirming quantity and condition.