CHANNEL PARTNER GUIDE

Modules Feasibility Request Request New/Renewal/Upgrade Order Initiate Bill Collection – Direct, Advance and TDS New Customer On-boarding Incentives

Feasibility Request – Requests Dashboard This screen will provide list of all customers with their corresponding number of Draft and Submitted requests against each customer. On clicking the Request number/ draft count it will take you to the Feasibility request form with prefilled details.

Feasibility Request – Existing Customer Feasibility Request Dashboard will provide number of requests in Draft and Submitted for Field Technical Officer(FTO) verification. Click “Initiate New Request” for Manual form filling Or “Upload Bulk Requests” button for CSV bulk upload Partner selects the Customer from the list in the Channel Portal If the Customer is already mapped to Channel Manager, it will allow the partner to Feasibility request form. If the Customer is not mapped to Channel Manager, it will throw a message saying “No Account Manager assigned Or more than one Account Manager assigned to this Customer. Please contact your Channel Manager.” If the Customer is mapped to more than one Channel Manager, it will throw a message saying “No Account Manager assigned Or more than one Account Manager assigned to this Customer. Please contact your Channel Manager.” Partner will be able to request feasibility for multiple locations using Add Location button. Partner can select single/multiple locations to Submit for Verification. Field Technician Officer picks up the Feasibility Request and Go for Verification. Once the Feasibility request has been submitted for Verification, the partner will not be able to modify/edit the Feasibility details.

Feasibility Request – New Customer Partner sends the Customer details to Channel manager. The CM will create the Customer as Party in SFA and map the respective Channel Partner Partner selects the Customer from the list in the Channel Portal If the Customer is already mapped to Channel Manager, it will allow the partner to fill the Feasibility request form If the Customer is not mapped to Channel Manager, it will throw a message saying “No Account Manager assigned Or more than one Account Manager assigned to this Customer. Please contact your Channel Manager.” If the Customer is mapped to more than one Channel Manager, it will throw a message saying “No Account Manager assigned Or more than one Account Manager assigned to this Customer. Please contact your Channel Manager.” Partner will be able to request feasibility for multiple locations using Add Location button. Partner can select single/multiple locations to Submit for Verification. Field Technician Officer picks up the Feasibility Request and Go for Verification. Once the Feasibility request has been submitted for Verification, the partner will not be able to modify/edit the Feasibility details.

New Feasibility Request Form – Manual form filling

New Feasibility Request Form – Bulk CSV Upload Partner has to select the valid Customer from the search list. Click on “Download Sample LAST MILE CSV File” button to download the sample CSV format On validation, it will display error message under each location uploaded via CSV file For Invalid data message, click on Back button, correct the details in the CSV file and upload again

New Feasibility Request Form – Bulk Validation

Feasibility Request – Tracking Dashboard Dashboard screen will provide track of all the feasibility requests submitted by the Partner. List of all Customers of the partner with the Count of different Connectivity requests like Wireless, Fibre and Terrestrial are displayed.

Feasibility Request – Tracking This screen will display all the Feasibility requests raised against the selected customer from the dashboard. It will provide the FTO responses against each feasibility request for different connectivity type and download report option.

Feasibility Request – Status view This screen will provide the complete details of the Feasibility request with the FTO responses

Request New/Renewal/Upgrade Order The Channel Partner has to login into the portal with the credentials from the email that he/she has received. Go to Order Management -> Request New Order from the Top Navigation menu. Click on the Customer Code of the Customer you wish to Request for an Order. Select Order Date, PO Date, enter Order Total value and PO Number (Alpha- Numeric). Item details: Select SBU, Sub Category, Item Category, enter Item Amount and Click on Next Button. To add more than one Oder Item Details click on the “+” icon and repeat the previous point. Sum of all the Item amounts should be equal to the Total order value. Upload PO & Feasibility and CAF Documents Click on Send For Approval Button. Go to https://sifyconnect.sify.net/video for Online video Tutorial

Screen: Request New Order

If Order get rejected? The Channel Partner has to login into the portal. Go to Order Management -> My Order Dashboard Click on the Orders count in the Rejected column against the customer Select the rejected Order Click on the Re-Initiate button Make the correction, upload the documents and click “Send for Approval”.

Initiate Bill Collection – Direct, Advance and TDS The Channel Partner has to login into the portal with their credentials from the email that he/she has received. To Initiate a New Bill Collection request: Invoice Management -> Initiate Bill Collection. Click on “New Bill” link of the Customer to initiate.

Screen: Initiate Bill Collection – Direct/Advance

Initiate Bill Collection – Direct Select the Payment Type(Direct /Advance/TDS) If the Payment type is Direct then: Select Drawee Bank, Cheque Date, Enter Cheque No, Amount and Remarks, Click on Next button. Enter the Amount Payable for the Invoice to map with the Cheque payment Amount payable should not exceed (Invoice Due amount – TDS amount) and sum of all Payable amounts should be less than or equal to Unapplied amount. Click on Next button to save the details and to go to upload the documents. Upload the scanned copy of Check & Challaan in PDF/ZIP format Click “Send for Approval”.

Screen: Initiate Bill Collection – Direct

Initiate Bill Collection –Advance If the Payment type is Advance then: Select Drawee Bank, Cheque Date, Enter Cheque No, Amount and Remarks, Click on Next button. Enter PO Number, PO Amount, TDS Amount and click on Next button to save the details and to go to upload the documents. To add more PO click on the “+” icon, enter PO Number, PO Amount, TDS Amount, Net Amount. Upload the scanned copy of Check & Challaan in PDF/ZIP format Click “Send for Approval”.

Screen: Initiate Bill Collection – Advance

Initiate Bill Collection – TDS If the Payment type is TDS then: Enter Certificate No, TAN of the Deductor, PAN of the Deductor, PAN of the Deductee, select Assessment year, From Date and click on Next button. Enter the Amount Payable for the Invoice to map against the cheque amount Amount payable should not exceed (Invoice Due amount – TDS amount) and sum of all Payable amounts should be less than or equal to Unapplied amount. Click on Next button to save the details and to go to Upload documents. Upload the TDS Certificate scanned copy Click on Send for Approval. Go to https://sifyconnect.sify.net/video for Online video Tutorial

Screen: Initiate Bill Collection – TDS

Unapplied Amount – Invoice mapping To Map Unapplied amount against pending Invoices: Invoice Management -> Initiate Bill Collection Click on the Unapplied amount of the Customer Click on the Check number to be mapped Enter the Amount Payable for the Invoice(s) to be mapped against the unapplied amount and click on Next button to save details and upload documents. Amount payable should not exceed (Invoice Due amount – TDS amount) and sum of all Payable amounts should be less than or equal to Unapplied amount. Click on Next button Click on Send for Approval.

Advance Amount – Invoice mapping To Map Advance amount against pending Invoices: Invoice Management -> Initiate Bill Collection Click on the Advance amount of the Customer Click on the Check number to be mapped Enter the Amount Payable for the Invoice(s) to be mapped against the unapplied amount and click on Next button to save details and upload documents. Amount payable should not exceed (Invoice Due amount – TDS amount) and sum of all Payable amounts should be less than or equal to Unapplied amount. Click on Next button Click on Send for Approval.

If Bill Collection request get rejected? The Channel Partner has to login into the portal. Go to Invoice Management -> Initiate Bill Collection. Repeat the New Bill process with Correct details

New Customer On-boarding Send the Customer details in the below(next slide) table format to the Channel manager Channel Manager will co-ordinate with respective internal teams and get the Customer mapped and available in the Portal

Customer details Form for New Customer request

Incentives Incentive Management -> Incentive Computation Current and Previous quarter Incentive report is available for Download as PDF Partner can view the Incentives summary and their break-ups in the Portal Verify with Partners data Contact Mohanraj mani for any clarification/discrepancies in offline through mail.

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