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Digital Onboarding

Onboard dealers and distributors. In days. Not months.

Stop onboarding partners with WhatsApp messages, printed forms, and follow up phone calls. Sekel's Digital Onboarding brings every distributor, dealer, and vendor into your network through a single digital flow KYC verified, credit profiled, and commerce-ready from Day 1.

Digital Onboarding

The Problem

Onboarding a new dealer takes weeks. It should take hours.

Forms are printed and signed. Documents are emailed in batches. KYC is verified manually. Credit limits are set in a separate system. And when the dealer is finally "onboarded", they still cannot place an order because their warehouse mapping, pricing tier, and system access have not been set up yet.

How it Works

Five steps from invite to live.

The entire onboarding process is triggered by a single invitation. Everything else is guided, verified, and activated automatically.

Send a digital invitation

Brand admin or distributor sales executive sends an OTP-based invitation via email, SMS, and WhatsApp. The link is split-channel half delivered by email, half by SMS so only the intended recipient can complete the registration. No password required on Day 1.

What's Included

Every onboarding capability. Built in.

1

OTP-Based Digital Invitation

Split-channel OTP delivery across email, SMS, and WhatsApp. Only the intended recipient can complete registration. No shared links. No unauthorised access.

2

Automated KYC Verification

GSTIN, PAN, and business registration verified automatically. GST uniqueness check prevents duplicate dealer entries across your network.

3

Document Upload and Approval

Partners upload all compliance documents digitally. Configurable approval workflows route documents to the right approver at the right level.

4

Credit Profile Management

Credit limits are set during onboarding based on business profile data. Enforced automatically on every order. No manual credit checks per transaction.

5

Field Verification via Geo Task

Auto-created verification task in Geo Task Manager on profile completion. GPS check-in, photo proof, and 7-year evidence retention. No verification no activation.

6

Atomic Activation Across All Products

One approval activates the partner across O2C, Hyperlocal, and Geo Task Manager simultaneously. No separate activation steps per product. Truly live from Day 1.

7

Onboarding Status Tracking

Real-time dashboard showing every partner's onboarding stage invited, registered, in verification, activated, or suspended. No chasing. No guessing.

8

Role-Based Access from Day 1

Permissions are provisioned automatically on activation. Every user sees only what their role allows across O2C, Hyperlocal, and Geo Task Manager.

WHO BENEFITS

Every role in your network. One onboarding flow.

Whether the invitation comes from brand HQ or a distributor's sales executive, the process and the outcome are the same.

Brand Admin

Invites distributors directly. Sets the onboarding template - what documents are required, what credit limit applies, what products they can access.

Distributor Sales Executive

Invites dealers from Geo Task Manager during a field visit. Parent distributor is mapped automatically. No head office intervention needed.

Dealer / Retailer

Receives an OTP link, completes their profile digitally, and is live on the platform within hours. No paperwork. No repeated follow-ups

Finance Team

Credit limits, GST profile, and payment terms are configured during onboarding. Every subsequent transaction inherits these settings automatically.

Field Verification Team

Receives auto-created verification tasks in Geo Task Manager. GPS-verified, photo-documented, and logged - with no manual task assignment required.

Operations / IT

No separate activation across systems. One approval triggers multi-product activation. Audit trail maintained for every onboarding action and decision.

Build your network faster. Without the paperwork.