Settings control center
Configure credit, ordering, notifications, access, portal behavior, usage and module lifecycle.
Policy & approvals
Define the order decision sequence, credit-breach behavior, approval routing and alert thresholds.
Order decision sequence
The rules are evaluated in this order; value approval never bypasses a hard credit block.
Item, quantity, price and ordering-rule checks.
Current exposure plus the pending order against the dealer limit.
Hard block, or require a logged manager/owner override.
Credit-compliant orders above ₹2,00,000 enter the approval queue.
Credit and approval policy
Changes affect new order decisions only; existing approvals retain their original audit context.
What happens when the new order would exceed the dealer’s available credit.
Reject the order. A credit-limit change is required before the order can be placed.
Sales Manager or Owner may proceed with a mandatory reason and captured balance/limit snapshot.
Orders above this value route to a Sales Manager after credit policy has been satisfied.
Merchant-side alerts fire once when exposure crosses each percentage of the dealer limit.
Ordering rules
Set global order floors while keeping unit-specific quantity and stock behavior on the item master.
Placement rules
These rules apply consistently to dealer portal and field-rep orders.
Orders below this commercial floor are blocked before approval and credit evaluation.
A single global quantity is unsafe across kg, bags, pieces, metres and cubic metres.
The global field from the earlier design has been removed so “5” cannot ambiguously mean 5 kg, 5 bags or 5 cubic metres.
Whether an unavailable stocked item can still be ordered is an item-level policy.
Notifications
Configure delivery channels, merchant recipients and the approved dealer-facing template tone.
Channels
WhatsApp is primary; SMS is used only when WhatsApp is unreachable.
Order status, claim status, portal invitations and approved credit-alert events.
Used when the dealer contact has no reachable WhatsApp number.
Event routing
Dealer messages and internal operational alerts stay separate.
| Event | Audience | Primary channel | Fallback | Status |
|---|---|---|---|---|
| Order status changed | Dealer contact | SMS | Active | |
| Claim status changed | Dealer contact | SMS | Active | |
| Portal invitation | Dealer contact | SMS | Active | |
| Credit threshold crossed | Owner + Finance | In-app | — | 80% / 100% |
| Order requires approval | Sales Manager | In-app | — | Active |
Recipients and dealer-facing tone
People who receive credit-alert and approval-health notifications.
Selects wording within the pre-approved template library.
Dealer Management sends operational order, claim and portal messages. Collection reminders belong to the Payment Reminders product.
Team & territories
Review Dealer Management roles, manager territories and field-rep dealer assignments.
Role and assignment register
The host owner is implicit and cannot be removed from this module.
| Person | Dealer Management role | Scope | Operational authority |
|---|---|---|---|
VDVishal DeshmukhHost owner · irrevocable | Owner / Management | Whole business | All settings, approvals and overrides |
PKPrasad KulkarniSales operations | Sales Manager | Nashik City | Approvals and logged credit overrides |
ABAjay BhosaleSales operations | Sales Manager | Nashik Rural · Malegaon | Approvals and logged credit overrides |
GPGanesh PawarField sales | Field Rep | 3 dealers · Nashik City | Create orders and record field activity |
SMSuresh MoreField sales | Field Rep | 3 dealers · Nashik Rural | Create orders and record field activity |
RJRahul JadhavField sales | Field Rep | 4 dealers · Malegaon | Create orders and record field activity |
SKSnehal KelkarFinance operations | Finance | Whole business | Receipts, adjustments and claim settlements |
Territory coverage
Manager scope and field-rep assignment are evaluated independently.
Dealer portal
Set safe defaults for new dealer access while keeping activation and contacts controlled per dealer.
Defaults for newly created dealers
These defaults never silently activate existing dealers.
How access begins for a newly created dealer.
Read-only view of the dealer’s own posted ledger and outstanding balance.
Dealer orders use the same pricing, stock, credit and approval rules as staff orders.
Dealer can view status of claims tied to their own orders.
Invite preview
Friendly template · WhatsApp primary
constructco.in/d/sharma-trd · tap to activate
Usage
Read-only visibility into this month’s notification quotas; purchases and invoices remain in Billing.
Order and credit alerts
11 remaining
SMS
WhatsApp fallback
147 remaining
Combined
Dashboard total
158 remaining
Usage ownership
Quota visibility is shown here for configuration context; billing actions remain centralized.
Buying a pack, reviewing overage pricing and downloading billing invoices are deliberate actions in Spend & billing, not instant settings toggles.
Module lifecycle
Review data-retention and operational consequences before deactivating Dealer Management.
What deactivation does
The module is suspended; posted business history is not deleted or rewritten.
New orders, claim submissions and outbound messages are blocked.
Dealers see a neutral “contact your supplier” message.
Outstanding metered sends are included in the final billing rollup.
All posted data and audit history remain available for reactivation.
Danger zone
Deactivation affects every user and dealer connected to this module.
After confirmation, portal login and new operational activity stop immediately. Existing records remain intact.
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