New dealers arrive with urgency — first order today, paperwork tomorrow. Distributors who skip the master data step pay in price fights, IRN failures, and credit surprises.
This checklist is for sales ops and branch managers bringing a dealer live. Fifteen minutes upfront beats three hours of finance rework.
Before the first order is booked
- Legal name and trade name — match GST registration
- GSTIN validated; state and place of supply clear
- Dealer type / price list assigned — stockist, retailer, MT
- Credit limit and payment terms — finance owner named
- Delivery and billing addresses — pin code for freight rules
- Assigned sales rep and territory
- Catalog or assortment visibility for that type
First order quality gate
The first order sets the pattern. Book in-system with inherited GST and price — not on WhatsApp with a screenshot rate.
- Prices from dealer-type list — no manual override without approver
- HSN flows from product master
- Scheme eligibility visible if a launch offer applies
- Order ID shared with dealer — start the habit early
Bulk import without bulk mess
Excel imports speed go-live. Dedupe GSTIN, validate states, and spot-check 10 accounts before you import 500.
Week-one follow-up
- Second order via catalog link or field app
- Outstanding and limit visible on account
- Remove “temporary” manual prices
- Note competitor or assortment feedback on the customer record
Onboarding is not KYC theatre. It is making the first six orders boring for finance.
Distributor ops playbooks
B2Bhaarat Customer Hub supports dealer master with GSTIN, credit limits, multi-address, and pricing groups — so the first order is clean by default.
Frequently asked questions
What should be on a dealer onboarding checklist for distributors?
Validate GSTIN, assign dealer type and price list, set credit limit and addresses, assign a rep, and open the right catalog — before the first order is booked. B2Bhaarat Customer Hub supports this master data so finance can invoice without rework.
Why does the first wholesale order matter for onboarding?
It sets habits. If the first order is on WhatsApp with manual prices, every later order fights the system. B2Bhaarat is built so the first in-system order carries GSTIN, HSN, and dealer-type pricing by default.
Can dealers be bulk-imported with GSTIN and credit limits?
Yes — most teams import dealer master from Excel with GSTIN, addresses, and pricing groups. B2Bhaarat supports bulk import; dedupe and spot-check before you go live on hundreds of accounts.
