Customer Onboarding Process

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.

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

The Payment Details tab is used to provide bank account and payment information with option to validate and then click on continue button.

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.

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.

The Financial History tab is used to enter the company’s turnover for different financial years and then click on continue button.

The Other Details tab is used to enter business and contact information then click on Continue button.

The Attachments tab allows uploading, viewing, downloading, and deleting required documents in supported formats.

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.