AadharNumber | Aadhar Number | Number | | |
ACNumber | A/C Number | Text | | |
ApplicantContactNumber | Applicant Contact Number | Text | | Another number for the applicant. Used for the account's phone at activation only when Mobile Number is empty. |
ApplicantPermanentAddress | Applicant Permanent Address | Text | | |
ApplicantPincode | Applicant Pincode | Number | | |
ApplicantResidenceAddress | Applicant Resence Address | Text | | |
ApplicantResidenceState | Applicant Resence State | PickList | | Values: 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. |
ApplicantResidenceType | Applicant Resence Type | PickList | | Values: Owned, Rented. |
ApplicantWorkspaceAddress | Applicant Workspace Address | Text | | |
ApprovalByLegalTeam | Approval By Legal Team | PickList | | The legal team's sign-off, recorded for reference and reporting. Nothing reads it and it does not change Onboarding Status. Values: Approval Pending, Approved, Rejected. |
ApprovalByRSM | Approval By RSM | PickList | | The regional sales manager's sign-off, recorded for reference and reporting. Nothing reads it and it does not change Onboarding Status; a tenant approval process decides the outcome. Values: Approval Pending, Approved, Rejected. |
ApprovalStatusByLegal | Approval Status By Legal | PickList | | A second legal sign-off field with Pending Approval instead of Approval Pending as its first value. Nothing reads it; decide which of the two legal fields your team uses. Values: Pending Approval, Approved, Rejected. |
AreaLocalitySector | Area / Locality / Sector | Text | | Third part of the site's street address, used by activation for the billing street and default address. Not on the standard forms. |
BankerAddress | Banker Address | Text | | |
BankerName | Banker Name | Text | | |
Category | Category | PickList | | No longer on the record. Values: E-Bike. |
ChannelHeadApproval | Channel Head Approval | PickList | | The channel head's sign-off, recorded for reference and reporting. Nothing reads it and it does not change Onboarding Status. Values: Pending Approval, Approved, Rejected. |
City | City | Text | | The site's city. Copied to the account's billing city and to the default address at activation when empty. |
CreatedDateTime | Created Date | DateAndTime | Yes | |
CurrentBusinessOfTheFirm | Current Business Of The Firm | Text | | |
DateOfBirth | Date Of Birth | Date | | |
DateOfEstablishment | Date Of Establishment | Date | | |
DealerCode | Dealer Code | Text | | Now called Partner Code. The partner's code, filled in by Activate Partner when empty: from the Partner Code numbering setting when that is switched on (it is off as shipped), otherwise a code starting DLR- followed by the date and time. It becomes the new account's code and its branch and storage-location names. Once it has a value it cannot be changed. |
DealerLeadStatus | Dealer Lead Status | PickList | | No longer on the record. The originating lead keeps its own status; the application records its origin in Lead and Application Source instead. Values: Open - Not Contacted, Working - Contacted, Nurturing, Closed - Lost, Closed - Won. |
DealerLocationLatitude | Dealer Location Latitude | Number | | No longer on the record under this name. |
DealerLocationLongitude | Dealer Location Longitude | Number | | No longer on the record under this name. |
DealershipLocation | Dealership Location | PickList | | No longer on the record under this name. Values: Main Market, City Outskirts, Any Other. |
DealershipLocationAddress | Dealership Location Address | Text | | No longer on the record under this name. |
District | District | Text | | |
EmailId | Email | Text | | The applicant's email. It fills the account's email at activation when empty, and receives the welcome email with the partner code. |
FinancialCapability | Financial Capability | PickList | | Values: Inventory Funding, Cash Credit Limit, Term Loan, Others. |
FirmAddress | Firm Address | Text | | The firm's address as written on the application. For reference only; activation does not copy it. |
FirmBankerName | Firm Banker Name | Text | | |
FirmPANNumber | Firm PAN Number | Text | | The firm's PAN. At activation it fills the account's PAN when the account has none. |
FirmType | Firm Type | PickList | | Values: Partnership, Private Limited, Proprietorship, Public Limited, HFCs, Others. |
FlatDoorBuilding | Flat / Door / Building | Text | | First part of the site's street address. Activation joins it with Road / Street and Area / Locality / Sector into the account's billing street and the default address. Not on the standard forms. |
FrontageOfShowroom | Frontage Of Showroom | PickList | | Values: <20, 20-30, >30. |
Gender | Gender | PickList | | Values: Male, Female, Others. |
GSTNumber | GST Number | Text | | The firm's GSTIN. At activation it fills the account's GSTIN, and the GSTIN of the default address created for it, when they are empty. |
Id | Id | Guid | Yes | |
IsDealer | Is Dealer | Text | | No longer on the record. Whether the firm is a live partner is shown by Onboarding Status Activated and by the Account field being set. |
LegalHoldReason | Legal Hold Reason | PickList | | Why the application is on legal hold. Any value is a hold: Activate Partner is hidden and refused until it is cleared, by emptying the field or with Release Legal Hold. The hold does not change Onboarding Status and does not, by itself, stop the application entering review. Set it directly on the Approval Status tab; the Place Legal Hold button cannot send the reason. Values: Frontage Of The Showroom, Improper Document, Layouts, Showroom & Workshop Photographs. |
LOIExpiryDate | LOI Expiry Date | Date | | When the letter of intent expires. Typed by you; nothing checks it or lapses the application. |
LOIExpiryDays | LOI Expiry Days | Number | | A number you type for the days left on the letter of intent. It is not calculated from LOI Expiry Date. |
LOIIssueDate | LOI Issue Date | Date | | When the letter of intent was issued. Typed by you; no action issues or extends a letter of intent. |
MinimumShowroomAreaSqFt | Minimum Showroom Area (Sq Ft) | PickList | | A self-assessed showroom size band. Not checked by anything; use a Facility Norm requirement on Total Showroom Area (Sq Ft) to enforce a minimum. Values: <600, 600-800, 800-1000, >100. |
MinimumWorkshopAreaSqFt | Minimum Workshop Area (Sq Ft) | PickList | | A self-assessed workshop size band. Not checked by anything; use a Facility Norm requirement on Total Workshop Area (Sq Ft) to enforce a minimum. Values: <200, 200-300, 300-400, >400. |
MobileNumber | Mobile Number | Text | | The applicant's mobile number. It fills the account's phone at activation when empty. |
MSMEUdyogAadharNo | MSME Udyog Aadhar No | Text | | The firm's MSME or Udyam registration number. At activation it fills the account's MSME number when empty. |
Name | Dealer Onboarding No | Text, unique | Yes | The application number, assigned automatically from the PO numbering series when the application is saved. It is not the applicant's or the firm's name. |
NameInBankAccount | Name In Bank Account | Text | | |
NameOfMainProprietor | Name Of Main Proprietor | Text | | The person applying on behalf of the firm. |
NameOfTheFirm | Name Of The Firm | Text | | The firm's legal name. At activation it becomes the name of a newly created partner account and the label of its head-office branch. |
OfficeEmailId | Office Email | Text | | |
OnboardingRejectionReason | Onboarding Rejection Reason | PickList | | Why the application was declined. When a tenant approval process rejects an application and this is empty, the approver's comment is copied here, or Criteria Not Fulfilled when there is no comment. Values: Improper Documentation, Lack Of Funds, Criteria Not Fulfilled, Poor Infrastructure. |
OpportunityId | Opportunity | Lookup → Opportunity | | The partner opportunity the application came from. Once it has a value it cannot be changed. At activation, if this opportunity has an account, that account is promoted to the partner account instead of a new one being created. |
PANNumber | PAN Number | Text | | The applicant's PAN. At activation it fills the account's PAN when Firm PAN Number is empty and the account has none. |
PartnerName | Partner Name | Text | | |
PersonalQualificationOfApplicant | Personal Qualification Of Applicant | PickList | | Values: Below 12th Pass, 12th Pass, Graduate, Post-Graduate, Any Automobile Degree. |
PinCode | Pin Code | Number | | The site's PIN code. Copied to the account's billing postal code and to the default address at activation when empty. |
PropertyAvailable | Property Available | PickList | | Values: Lease, Rented, Owned. |
RelationshipWithMainPromoter | Relationship With Main Promoter | Text | | |
Remarks | Remarks | Text | | Free notes, up to 255 characters. Write the withdrawal reason here when you set Onboarding Status to Withdrawn. |
ResidenceStatus | Resence Status | PickList | | Values: Owned, Rented. |
RoadStreet | Road / Street | Text | | Second part of the site's street address, used by activation for the billing street and default address. Not on the standard forms. |
ShowroomOwnershipStatus | Showroom Ownership Status | PickList | | Values: Owned, Rented. |
SignatoryDesignation | Signatory Designation | Text | | |
SignatoryName | Signatory Name | Text | | |
SiteOwnership | Site Ownership | PickList | | Values: Owned, Rented. |
StandaloneFacility | Standalone Facility | PickList | | Values: Yes, No. |
State | State | PickList | | The site's state. Copied to the account's billing state and to the default address at activation when empty. Values: 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. |
TelephoneNumber | Telephone Number | Text | | |
TotalDealershipAmount | Total Dealership Amount | Decimal | | The total investment agreed for the appointment. For reference only. |
TotalShowroomAreaSqFt | Total Showroom Area (Sq Ft) | Number | | The surveyed showroom area in square feet. A Facility Norm requirement can demand a minimum by naming this field, but requirements whose kind was picked from the current list are not recognised by the review check, so confirm in a sandbox that yours is enforced. |
TotalWorkshopAreaSqFt | Total Workshop Area (Sq Ft) | Number | | The surveyed workshop area in square feet. A Facility Norm requirement can demand a minimum by naming this field, but requirements whose kind was picked from the current list are not recognised by the review check, so confirm in a sandbox that yours is enforced. |
TurnoverOfCurrentBusiness | Turnover Of Current Business | PickList | | Values: <25, 25-50, 50-75, >75. |
Type | Type | PickList | | The firm's constitution (Partnership, Proprietorship, LLP, Private Ltd., HUF). Values: Partnership, Proprietorship, LLP, Private Ltd., HUF. |
TypeOfPropertyDealer | Type Of Property Dealer | Text | | No longer on the record under this name. |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
WorkshopOwnershipStatus | Workshop Ownership Status | PickList | | Values: Owned, Rented. |
WorkshopPinCode | Workshop Pin Code | Number | | |
