USR Dealer Portal help

See the screens

Sample company data. Screens can change as the app improves; the steps stay the same.

Welcome to USR Dealer Portal

USR Dealer Portal lets your dealers and distributors order from their own phone, at their own price list, and keeps credit under control. You see new orders, orders on credit hold, dispatches, schemes, claims for damaged or short supply, and each dealer's sales against target.

OUR USP: One sign-in, one record, one bill. USR Dealer Portal is part of USR One, so your people, customers and numbers are never typed twice. AI helps in every app through USR Assist, and AI never takes a decision for you. ISO 27001, ISO 42001 and DPDP Ready.

• Dealers order on a web page, by WhatsApp or through your sales rep
• A price list for each dealer type, such as distributors and dealers
• Credit limits, with orders held when a dealer is over the limit or overdue
• Schemes that apply by themselves, such as a festive discount or buy 10 get 1 free
• Claims for damage and short supply, with credit note or replacement

USR ONE: USR Dealer Portal reads stock from USR Inventory & Purchase, outstanding from USR Books or Tally, and sends credit-hold decisions to the Approvals list that every USR app shares.

A year in USR Dealer Portal

Dealer business runs on a daily rhythm with seasons. This is how a year looks in USR Dealer Portal.

Key ideas in simple words

CONCEPT: Dealer. A business that buys from you to resell, such as a distributor or a dealer.

CONCEPT: Price list. A set of prices for a dealer type. List A is for distributors and list B for dealers.

CONCEPT: MRP. The maximum retail price printed on the product.

CONCEPT: Credit limit. The most a dealer may owe you.

CONCEPT: Credit hold. An order waits for approval because it would take the dealer over the limit, or the dealer is overdue by more than 30 days.

CONCEPT: Scheme. A discount or free goods for a time, such as 4% extra on orders of ₹2 lakh or more.

CONCEPT: Claim. A dealer's complaint about damaged or short goods.

CONCEPT: Credit note. A note that reduces what the dealer owes.

Make ordering easy for dealers

Dealers are busy and many are not comfortable with software. They can open a page on their phone, see only their own price list and order. They can also send the list on WhatsApp, or tell your sales rep.

Control credit without arguments

The portal checks the dealer's limit and overdue days for each order. An order that would take a dealer over the limit waits for credit approval from your finance head. Dealers are not blocked by a person's mood but by a rule everyone knows.

Schemes work by themselves

A scheme is set once with dates and the dealer types it is for. When an order qualifies, the discount or free goods are added on their own, and Orders shows which scheme was used.

What each role sees

HR and admin guide: features step by step

5.1 Overview

What it is: Overview shows today's orders, credit to watch and sales against target.

#### How to do it

1. Open Overview.
2. Click Open next to an item under Needs you.

#### Fields and buttons

TIP: Read Needs you every morning.

5.2 Orders

What it is: Orders lists every dealer order with its value, scheme and status.

#### How to do it

1. Open Orders.
2. Click an order number to see its lines.
3. Confirm, or wait for the credit decision.

#### Fields and buttons

WATCH OUT: An order on credit hold cannot be dispatched until it is approved.

5.3 Dealers and credit

What it is: Dealers and credit shows each dealer's limit, what they owe and how they are doing against target.

#### How to do it

1. Open Dealers and credit.
2. Click Statement for a dealer.

#### Fields and buttons

WATCH OUT: Outstanding and overdue come from USR Books or Tally each night. They are not live to the minute.

5.4 Price lists

What it is: Price lists hold the price of each product for each dealer type, with stock.

#### How to do it

1. Open Price lists.
2. Type a new price in the box.
3. Save.

#### Fields and buttons

WATCH OUT: A dealer sees only their own price list.

5.5 Schemes

What it is: Schemes give discounts or free goods for a time.

#### How to do it

1. Open Schemes.
2. Add a scheme with its dates and rule.

#### Fields and buttons

TIP: Set the end date when you start a scheme, so it never runs on by mistake.

5.6 Claims

What it is: Claims lists dealers' complaints about damaged or short goods.

#### How to do it

1. Open Claims.
2. Read the claim.
3. Click Accept, credit note or Replace.

#### Fields and buttons

TIP: Answer a claim within two days. Dealers remember.

5.7 Dealer view

What it is: Dealer view shows what a dealer sees at dealers.usrinfo.tech on their phone.

#### How to do it

1. Open Dealer view.
2. Read it as the dealer sees it.

#### Fields and buttons

TIP: A dealer can also order by sending the list on WhatsApp.

5.8 Approvals

What it is: Approvals shows credit holds and other items that wait for a decision.

#### How to do it

1. Open Approvals.
2. Click Approve, Send back or Reject.

#### Fields and buttons

TIP: Approvers can also decide from the email or WhatsApp message.

5.9 Plan & billing

What it is: Plan & billing shows your plan, invoices and the plans you can choose. One bill covers every USR app through USR Billing.

#### How to do it

1. Open Plan & billing.
2. Choose a plan.

#### Fields and buttons

WATCH OUT: If a payment fails, you get a reminder on the due date and 3 and 7 days later. After 21 days the account becomes read-only, never deleted, until it is paid.

If something is not working

Questions people ask

#### Dealers

Can a dealer order on WhatsApp?

Yes. They send the list and you place the order, or the portal reads it.

Does a dealer see other dealers' prices?

No. Each dealer sees only their own price list.

#### Using the app

Is there a free plan?

Yes. Free allows up to 5 dealers.

Does it work with Tally?

Yes. Professional includes Books or Tally sync.

Glossary: words you will see