GrillBlazer How to set up a CRM account with access to the Dealer Portal.
Introduction
The GrillBlazer Dealer Portal is designed to allow dealers to place orders for products directly into the company's Zoho CRM and Zoho Inventory systems.
This system enables dealers to order quickly available products at agreed pricing without the need for additional communication such as emails, telephone calls and traditional ordering processes.
The diagram below provides a snapshot of the workflow of how orders are placed from dealers into Zoho CRM and finally Zoho Inventory.
To facilitate easy Dealer Account creation a Zoho CRM account has been preconfigured with normal Dealer products which is called 'TEMPLATE – Dealer Portal Accounts'.
The following process details how to quickly create a dealer by utilising this template Account.
Step 4 – Enter the following information in the corresponding fields; 1. The Dealers requested login email (this is the email that the Dealer will use to log into the Dealer Portal) 2. Select the appropriate pricing type - (FIXED = no tiered pricing, TIERED = access to tiered pricing) 3. Select the discount type - (this applies the percentage discount detailed to all of the inventory products listed in the 'B2B Product List' 4. Click 'Save'
Processing Dealer orders
Once a dealer processes an order through the Dealer Portal orders shall be created as 'Sales Orders' within Zoho CRM.