1
Structured KYC & contracting
Capture KYC, documents, and contract terms in a structured flow, so nothing is missed and the trail is auditable.
Use case
Onboard distributors in 30 days, not 90.
A structured onboarding workflow — KYC, contracting, app setup, training, first order, reconciliation — so new distributors reach steady-state fast and consistently.
- target onboarding, not 90
- 30 daystarget onboarding, not 90
- KYC → first order workflow
- StructuredKYC → first order workflow
- every distributor, every time
- Consistentevery distributor, every time
₹8,572 Cr
Distribution GMV processed
45
Enterprise clients
83,785
Farmer accounts powered
2.3 Lakh+
App users in the field
In short
SalesPort distributor onboarding turns an ad-hoc, 90-day scramble into a structured 30-day workflow — KYC, contracting, master setup, app installation, training, first order, and reconciliation — so every new distributor reaches productive steady-state quickly and the same way.
Why onboarding drags to 90 days
Adding a distributor should take weeks; it often takes months. KYC and contracting happen over email, master data is entered inconsistently, app setup and training are improvised, and the first few order cycles are messy — so a new distributor takes 90 days to reach steady-state when it should take 30.
Slow, inconsistent onboarding delays revenue from every new distributor and creates data problems that haunt the relationship for years.
How SalesPort onboards distributors
The specific workflows and screens that solve it.
2
Clean master setup
Distributor, outlet, and SKU masters are set up consistently from day one, avoiding the data debt that informal onboarding creates.
3
App install & training
Distributor and field apps are provisioned and the team trained on a standard 14-day playbook, so adoption is fast and uniform.
4
Guided first order
The first order, dispatch, and billing cycle runs on rails, so the distributor sees the workflow work before they're left to run it.
5
Reconciliation to steady-state
Opening balances, credit limits, and stock reconcile cleanly, so the distributor reaches productive steady-state in weeks, not months.
What faster onboarding is worth
Cutting onboarding from 90 to 30 days means each new distributor starts generating reliable secondary sales two months sooner — and clean master data from day one avoids years of reconciliation headaches. Across a network adding distributors regularly, that compounds quickly.
What it connects to
This use case plugs into the rest of your distribution stack.
SalesPort DMS CRM AccountBook Field & distributor apps
Distributor Onboarding — FAQs
How long should onboarding take?
With a structured workflow, a new distributor can reach steady-state in about 30 days versus the 90 that ad-hoc onboarding often takes.
Does it handle KYC and contracting?
Yes — structured KYC, document capture, and contract terms with an auditable trail.
How does it avoid data problems?
Masters are set up consistently from day one, avoiding the dedupe and reconciliation debt informal onboarding creates.
Is training included in the workflow?
Yes — a standard 14-day onboarding playbook for distributor and field apps.
Does it cover the first order cycle?
Yes — a guided first order, dispatch, billing, and reconciliation so the distributor sees it work before running solo.
Related products & industries
Related use cases
Related guides
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Read moreTalk to us
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