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Home/Docs/Entity Reference/Dealer Onboarding — entity reference
REFERENCE · Last reviewed

Dealer Onboarding — entity reference

A dealership application record capturing everything an applicant is assessed on in one wide document: applicant identity and residence, firm constitution and PAN/GST, showroom and workshop area and ownership, banking references, financial capability, and the letter of intent dates. It optionally links back to the Opportunity it came from and carries the DealerCode once one is issued; both of those become non-editable after creation. Progress is tracked by several independent approval picklists rather than one lifecycle field - a regional sales approval, a channel head approval, and two legal approvals - each moving between pending, approved and rejected on its own, with LegalHoldReason and OnboardingRejectionReason for the negative outcomes.

Fields

FieldLabelTypeRequiredWhat it does
AadharNumberAadhar NumberNumber
ACNumberA/C NumberText
ApplicantContactNumberApplicant Contact NumberText
ApplicantPermanentAddressApplicant Permanent AddressText
ApplicantPincodeApplicant PincodeNumber
ApplicantResidenceAddressApplicant Resence AddressText
ApplicantResidenceStateApplicant Resence StatePickListValues: None, Delhi, Andhra Pradesh, Arunachal Pradesh, Assam, Bihar, Chhattisgarh, Goa, Gujarat, Haryana, Himachal Pradesh, Jharkhand, Karnataka, Kerala, Madhya Pradesh, Maharashtra, Manipur, Meghalaya, Mizoram, Nagaland, Odisha, Punjab, Rajasthan, Sikkim, Tamil Nadu, Telangana, Tripura, Uttar Pradesh, Uttarakhand, West Bengal, Andaman and Nicobar Islands, Chandigarh, Dadra and Nagar Haveli and Daman and Diu, Lakshadweep, Puducherry, Ladakh, Charlotte, Ohio.
ApplicantResidenceTypeApplicant Resence TypePickListValues: Owned, Rented.
ApplicantWorkspaceAddressApplicant Workspace AddressText
ApprovalByLegalTeamApproval By Legal TeamPickListThe legal team's verdict on the application. Note that a second, separately seeded field (ApprovalStatusByLegal) records what appears to be the same decision with a slightly different option list, so a tenant must decide which one it treats as authoritative. Values: Approval Pending, Approved, Rejected.
ApprovalByRSMApproval By RSMPickListThe regional sales manager's verdict on the application - pending, approved or rejected. One of several independent approval fields; nothing aggregates them into an overall decision and no server action sets them. Values: Approval Pending, Approved, Rejected.
ApprovalStatusByLegalApproval Status By LegalPickListA second legal-approval picklist alongside ApprovalByLegalTeam, differing only in the wording of its pending option. Nothing keeps the two in step, so read both before concluding what legal decided. Values: Pending Approval, Approved, Rejected.
AreaLocalitySectorArea / Locality / SectorText
BankerAddressBanker AddressText
BankerNameBanker NameText
CategoryCategoryPickListValues: E-Bike.
ChannelHeadApprovalChannel Head ApprovalPickListThe channel head's verdict, recorded independently of the regional sales and legal approvals. No code enforces an order between the approvals or blocks the record while one is pending. Values: Pending Approval, Approved, Rejected.
CityCityText
CreatedDateTimeCreated DateDateAndTimeYes
CurrentBusinessOfTheFirmCurrent Business Of The FirmText
DateOfBirthDate Of BirthDate
DateOfEstablishmentDate Of EstablishmentDate
DealerCodeDealer CodeTextThe dealer code issued for the applicant. It is frozen after the record is created - the save pipeline rejects any change to it - so it must be right first time or the record replaced.
DealerLeadStatusDealer Lead StatusPickListHow far the applicant has progressed as a lead. This is the one picklist on the entity that is validated server-side: a value outside the allowed set is rejected on save with a validation error. It tracks pursuit of the applicant and is independent of the approval fields. Values: Open - Not Contacted, Working - Contacted, Nurturing, Closed - Lost, Closed - Won.
DealerLocationLatitudeDealer Location LatitudeNumber
DealerLocationLongitudeDealer Location LongitudeNumber
DealershipLocationDealership LocationPickListValues: Main Market, City Outskirts, Any Other.
DealershipLocationAddressDealership Location AddressText
DistrictDistrictText
EmailIdEmailText
FinancialCapabilityFinancial CapabilityPickListValues: Inventory Funding, Cash Credit Limit, Term Loan, Others.
FirmAddressFirm AddressText
FirmBankerNameFirm Banker NameText
FirmPANNumberFirm PAN NumberText
FirmTypeFirm TypePickListValues: Partnership, Private Limited, Proprietorship, Public Limited, HFCs, Others.
FlatDoorBuildingFlat / Door / BuildingText
FrontageOfShowroomFrontage Of ShowroomPickListValues: <20, 20-30, >30.
GenderGenderPickListValues: Male, Female, Others.
GSTNumberGST NumberText
IdIdGuidYes
IsDealerIs DealerTextA text field, not a boolean, despite the name - it is stored as a string and no code interprets it, so whatever convention a tenant adopts for it is theirs alone.
LegalHoldReasonLegal Hold ReasonPickListWhy legal has parked the application - typically showroom frontage, improper documents, layouts, or missing showroom and workshop photographs. Recording it does not itself block anything; it is a note against the legal approval. Values: Frontage Of The Showroom, Improper Document, Layouts, Showroom & Workshop Photographs.
LOIExpiryDateLOI Expiry DateDate
LOIExpiryDaysLOI Expiry DaysNumberDays remaining until the letter of intent expires, recomputed on every insert and update as the expiry date minus today. It is a snapshot taken at save time, not a live countdown - it goes stale as soon as the record stops being edited, and goes negative once the LOI has expired.
LOIIssueDateLOI Issue DateDateWhen the letter of intent was issued to the applicant. The save pipeline rejects an expiry date earlier than this, which is the only cross-field rule on the entity besides the lead-status check.
MinimumShowroomAreaSqFtMinimum Showroom Area (Sq Ft)PickListValues: <600, 600-800, 800-1000, >100.
MinimumWorkshopAreaSqFtMinimum Workshop Area (Sq Ft)PickListValues: <200, 200-300, 300-400, >400.
MobileNumberMobile NumberText
MSMEUdyogAadharNoMSME Udyog Aadhar NoText
NameDealer Onboarding NoText, uniqueYesThe application's document number, auto-numbered centrally from the tenant's document-name settings rather than typed - it is not the applicant's or the firm's name, which are held in NameOfMainProprietor and NameOfTheFirm.
NameInBankAccountName In Bank AccountText
NameOfMainProprietorName Of Main ProprietorText
NameOfTheFirmName Of The FirmText
OfficeEmailIdOffice EmailText
OnboardingRejectionReasonOnboarding Rejection ReasonPickListWhy the application was turned down - documentation, funding, unmet criteria or infrastructure. Purely descriptive: setting it does not change any approval field or close the record. Values: Improper Documentation, Lack Of Funds, Criteria Not Fulfilled, Poor Infrastructure.
OpportunityIdOpportunityLookup → OpportunityThe Opportunity this application originated from, and the field the platform looks an application up by when working back from the pipeline. Like the dealer code it cannot be changed after creation.
PANNumberPAN NumberText
PartnerNamePartner NameText
PersonalQualificationOfApplicantPersonal Qualification Of ApplicantPickListValues: Below 12th Pass, 12th Pass, Graduate, Post-Graduate, Any Automobile Degree.
PinCodePin CodeNumber
PropertyAvailableProperty AvailablePickListValues: Lease, Rented, Owned.
RelationshipWithMainPromoterRelationship With Main PromoterText
RemarksRemarksText
ResidenceStatusResence StatusPickListValues: Owned, Rented.
RoadStreetRoad / StreetText
ShowroomOwnershipStatusShowroom Ownership StatusPickListValues: Owned, Rented.
SignatoryDesignationSignatory DesignationText
SignatoryNameSignatory NameText
SiteOwnershipSite OwnershipPickListValues: Owned, Rented.
StandaloneFacilityStandalone FacilityPickListValues: Yes, No.
StateStatePickListValues: None, Delhi, Andhra Pradesh, Arunachal Pradesh, Assam, Bihar, Chhattisgarh, Goa, Gujarat, Haryana, Himachal Pradesh, Jharkhand, Karnataka, Kerala, Madhya Pradesh, Maharashtra, Manipur, Meghalaya, Mizoram, Nagaland, Odisha, Punjab, Rajasthan, Sikkim, Tamil Nadu, Telangana, Tripura, Uttar Pradesh, Uttarakhand, West Bengal, Andaman and Nicobar Islands, Chandigarh, Dadra and Nagar Haveli and Daman and Diu, Lakshadweep, Puducherry, Ladakh, Charlotte, Ohio.
TelephoneNumberTelephone NumberText
TotalDealershipAmountTotal Dealership AmountDecimal
TotalShowroomAreaSqFtTotal Showroom Area (Sq Ft)Number
TotalWorkshopAreaSqFtTotal Workshop Area (Sq Ft)Number
TurnoverOfCurrentBusinessTurnover Of Current BusinessPickListValues: <25, 25-50, 50-75, >75.
TypeTypePickListValues: Partnership, Proprietorship, LLP, Private Ltd., HUF.
TypeOfPropertyDealerType Of Property DealerText
UpdatedDateTimeModified DateDateAndTimeYes
WorkshopOwnershipStatusWorkshop Ownership StatusPickListValues: Owned, Rented.
WorkshopPinCodeWorkshop Pin CodeNumber

Actions

ActionLabelTypeWhat it does
CloneCloneServerAction (Clone)Create a copy of this record
DeleteDeleteDeleteDelete
EditEditEditEdit
EditInLineEditEditInlineEdit
NewNewNewNew