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--- wiki.vendor [2025/10/21 09:10] – pcollabadmin
+++ wiki.vendor [2026/05/06 10:33] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
-====== Vendor KYP Process ======
+====== Customer Onboarding Process ======
 //
-Once the user logs in, a launchpad with all the available module is visible and then Click on Vendor Onboarding.
+After clicking on the customer Registration form that appears in the mail then the Registration form will open and the PAN & GST Details tab allows users to upload PAN and GST documents, based on which all related details such as PAN number, GSTIN, firm name, type, legal/trade name, and registered address will auto-fill, along with option to validate and then click on Continue button.
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-{{::111.png?800|}}\\
+{{::6co.png?800|}}\\
+//
+The Other Statutory Details tab is optional and can be used to upload or enter CIN, TAN, and Import Export Code details, with option to validate and click on continue button
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-After clicking on Vendor Onboarding, the Vendor onboarding process page will open. Then click on the List of Vendors. \\
+{{::7co.png?800|}}\\
+//
+The Payment Details tab is used to provide bank account and payment information with option to validate and then click on continue button.
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-{{::1.png?800|}} \\
+{{::8co.png?800|}}\\
+//
+The Address Details tab is used to capture the customer’s address, and the fields will auto-populate if GST was already uploaded in the PAN & GST Details tab, with option to validate and then click on continue button.
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-In the List of Customers module, verify that the “Initiate KYP” option is visible in the Action Menu for the customer.
- \\
+{{::9co.png?800|}}\\
+//
+The Contact Details tab displays the customer’s email, name, country, and mobile number, which will auto-populate based on the details provided while inviting the customer, with options to go back or continue.
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-{{::2vkyp.png?800|}} \\
+{{::10co.png?800|}}\\
+//
+The Financial History tab is used to enter the company’s turnover for different financial years and then click on continue button.
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-On clicking “Initiate KYP”, the system displays the Initiate KYP popup allowing the user to enter the KYP details.
- \\
+{{::11co.png?800|}}\\
+//
+The Other Details tab is used to enter business and contact information then click on Continue button.
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-{{::3vk.png?800|}} \\
+{{::12co.png?800|}}\\
+//
+The Attachments tab allows uploading, viewing, downloading, and deleting required documents in supported formats.
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-The Proceed button is enabled only after filling all required details and setting the attachment requirements as mandatory or optional, allowing the user to click and proceed.
- \\
-\\
-{{::screenshot_2.png?800|}} \\
+{{::13co.png?800|}}\\
+//
+The Declaration tab is where the applicant confirms that the provided information and uploaded documents are correct. The applicant must fill in Name and Place. After filling all the mandatory fields the submit button will get enabled.
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-After initiating the KYP by filling in the required details and clicking Proceed; after submission, a success message is displayed, the KYP status changes to “KYP registration is in process”, an email is sent to the vendor, and the record appears in the List of KYP Vendors.
- \\
+{{::14co.png?800|}}\\
-\\
-{{::5vk.png?800|}} \\