1. CHANNEL PARTNER GUIDE

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

3. 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.

4. 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.

5. 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.

6. New Feasibility Request Form – Manual form filling

7. 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

8. New Feasibility Request Form – Bulk Validation

9. 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.

10. 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.

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

12. Request New/Renewal/Upgrade Order
The Channel Partner has to login into the portal with the credentials from the 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 for Online video Tutorial

13. Screen: Request New Order

14. 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”.

15. Initiate Bill Collection – Direct, Advance and TDS
The Channel Partner has to login into the portal with their credentials from the 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.

16. Screen: Initiate Bill Collection – Direct/Advance

17. 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”.

18. Screen: Initiate Bill Collection – Direct

19. 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”.

20. Screen: Initiate Bill Collection – Advance

21. 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 for Online video Tutorial

22. Screen: Initiate Bill Collection – TDS

23. 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.

24. 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.

25. 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

26. 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

27. Customer details Form for New Customer request

28. 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.

29. Thank You