A Complete Guide to

Business Process
Workflow
Index

Account Outlet Type Channel Type

Virtual Accou Disha Demo
nt No. Statement Correction Correction

Partner New Partner Distributor Address Authorized

Full & Final
Unblock Onboarding Agreement Change Signatory

Email ID &
PRM Password Regarding PO
Mobile No. NDC
Reset & Billing
Updation
Virtual
Account No.
 Virtual Account No.

Please send mail @ Mobile No. Please Use Subject Line:- Please write in Body :- Please check before
[email protected] 9326922258 sending the mail :-
[email protected] 9321504090
Please share Virtual Account No. Please provide the Virtual Distributor Code
for Dist Code :- 12345 Dist Name Account No. for Dist Code :- Distributor Name
– ABC Enterprises 12345 Dist Name – ABC
Enterprises
Disha
 Disha
[email protected]
Mail ID :- [email protected]
[email protected] – Please mark in CC

Please Resolve Issue Regarding Disha –

Subject Line:- Emp ID :- 12345
Emp Name – ABC

Please help to resolve the issue regarding Disha –

Emp ID :- 12345
Body :-
Emp Name – ABC
Any other details you want to mention or remarks

Emp ID
Check:-
Emp Name
Demo
 Demo
Ashutosh Kumar - [email protected]
Mail ID :-
Ananda R - [email protected]

Please Resolve Issue Regarding Demo - Subscriber ID :-

Subject Line:-
12345 / Dealer Code – 123 / Dealer Name - ABC

Please help to resolve the issue regarding demo –

Subscriber ID :- 12345
Body :- Dealer / Distributor Code – 123
Dealer / Distributor Name – ABC
Any other details you want to mention or remarks

Subscriber ID
Check:-
Dealer / Distributor Code & Name
Account
Statement
 Account Statement
Mail ID :- Code Creation Team - [email protected]

Please share account statement for

Subject Line:-
Dist Code :- 12345 Dist Name – ABC Enterprises

Please provide account statement for

Dist Code :- 12345
Body :-
Dist Name – ABC Enterprises
Peride :- 1st April 2023 to Till Date.

Distributor Code
Check:- Distributor Name
Statement Period
Outlet Type Correction
 Dealer EVD Mobile Current Rquired
EVD_ROLE DEALERNAME Active Outlet Outlet
Code Dealer Id Number Type Type

Dealer 6429296 6429296 SANDEEP JI 12xxxxxxxx Active Urban Tele sales

Mitra

• Outlets Type that cannot be changed from Circle EVD

Outlet Type Portal
• Allowed only once in a month with RH Approval
Correction • All columns are compulsory
Channel Type
Correction
 Circle North - V

Channel Type Partner Name

Partner Code
National Traders
10386
Correction Created Date 3/28/2018
Partner Profile Service
• Request should come thru Company's which he is handling Service Center of CE
CSM only
Town Name Lucknow
• All columns compulsory to be Category Type (A/B/C) B
filled
No of Promoters - to be deployed _ Month 1 10
• CSO Approval Required
No of Promoters - to be deployed _ Month 2 12
No of Promoters - to be deployed _ Month 3 15
No of Activations Projection _ Month 1 75
No of Activations Projection _ Month 2 100
No of Activations Projection _ Month 3 125
Current Channel (Ex DSA) CEISP
Proposed Channel H2H
Partner Unblock
 Mail ID

• Please send mail @[email protected]

Subject

• Regarding Partner Unblocking :-

• Dist Code – 2345 Dist Name – ABC Enterprises

Partner Body
Unblock – • Please confirm the below given details for Dist Code / Dist

Step 1
Name
• Current Available Balance for NDC
• Agreement Status
• Distributor Address / Mobile No. / Email ID

Check

• Distributor Code
• Distributor Name
 Formats

Partner Unblock
Step - 2 Microsoft Word
• Partner NDC
97 - 2003 Document

• Reactivation Format
Microsoft Word
Document

• GST Declaration Format – Required only if GST No. not Available

Microsoft Word
Document
 • Reactivation Letter –
• Please fill the details provided by Maria
• Address / Email ID / Mobile No. - Just copy paste the detail provided by Maria
• In Address Pin Code is Compulsory
Partner Unblock
• NDC:-
• Date – Please put current date wherever it is required
• Balance – Please put the balance provided by Maria
• Distributor Code & Distributor Name

• Agreement:- All Distributors Codes created before Apr’21 (Duly Singed By Distributor
and Nishchal Sir)

• GST Declaration - Required only if GST No. not available with distributor

• Coloured Scan copy of PAN Card – Please match with reactivation letter

• Coloured Scan copy of GST No. – Please match with reactivation letter

• RH Approval
 Check
• Reactivation Letter –
• Details should match with details provided by Maria
Partner Unblock • Pin Code is compulsory with address
• Date / Distributor Code / Distributor Name is also compulsory
• GST Declaration - Required only if GST No. not available with distributor
• NDC –
• Please match the Pending Amount
• Put current date
• Do Not fill anything in the table
• Distributor Name & Distributor Code
• Distributor Signature
• Coloured Scan copy of PAN Card – Please match with reactivation letter
• Coloured Scan copy of GST No. – Please match with reactivation letter
• Agreement – Required Digital Signature of Distributor and Nishchal Sir
• RH Approval
 Mail ID

• Please send mail @ [email protected]

• Please mark cc to CSM – Regional MIS

Partner Unblock Subject

• Regarding Partner Unblocking :-

• Dist Code – 2345 Dist Name – ABC Enterprises
Partner
Body
Unblock • Please unblock the partner
• Dist Code :- 12345 Dist Name – ABC Enterprises

Check

• Reactivation Letter
• Scanned copy of PAN Card
• Scanned copy of GST No.
• RH Approval
Full & Final
 Formats
• Resignation Format Microsoft Word
97 - 2003 Document

Full & Final

• Full & Final Format Microsoft Word

97 - 2003 Document

• NDC Format Microsoft Word

97 - 2003 Document

• Excel Format
Dist Bank Account Dist Bank Account Holder Name (
Dist Code Dist Name F & F Amount Circle number Name IFSC Code Bank Branch As printed on Cheque )
 Check
• All the F & F formats should have proper Date / Distributor Code /
Full & Final Distributor Name & Distributor Balance.
• CSM Approval & Excel Format is compulsory
• F& F amount should be clearly mentioned in both words & figures
in F & F formats & balance should match with SAP Balance.
• Amount should not be kept blank
• Due Certificate is not acceptable
• Distributor code status in PRM is should be Terminated
• Earlier ( Before Lockdown ) all F & F Claims settled by DD but now it
is being settled only by way of RTGS / NEFT
• Subject Line for Mail – Please process Full & Final for Distributor
Code :- 1234 Dist Name :- ABC Entp
• Body :- Please process Full & Final for Distributor Code :- 1234 Dist
Name :- ABC Entp
 Please send mail @ [email protected]

Full & Final

Please Process the F&F
Subject Line:- Distributor Code :- 1234 Dist Name :- ABC Entp

Please Process the F&F for

Body :- Dist Code :- 12345 Dist Name – ABC Enterprises

Resignation / NDC / Full & Final / Cancelled Cheque

Attachment:- CSM Approval
Excel Format
New Partner Onboarding
 New Partner
Onboarding
 New Partner Onboarding Presentation :-
Microsoft
PowerPoint Presentation

 Regarding Stamp Paper :-

Please note while purchase stamp paper please mention :-

 First Party Name :- Tata Play Ltd.

 Second Party Name :- Distributor Name - Please mention Firm name not the proprietor name
 Stam Paper Purchased By :- Distributor Name - Please mention Firm name not the proprietor name
Distributor
Agreement
 Please send mail @ [email protected]

Agreement
Please Provide Distributor Agreement
Subject Line:- Circle :- North – I Dist Name :- ABC Entp

Please Provide Distributor Agreement for

Body :- Distributor Name – ABC Enterprises

Stamp Paper – Rs. 300/- (Any Denomination)

Attachment:- Excel Format -
Microsoft Excel
Worksheet
Agreement  Please share both attachments – Excel Format and Stamp Paper
 Excel Format :- I will provide the agreement as per excel format only
 Excel Format :- Please check the partner details and provide the details as per address proof only
 Excel Format :- Please provide detail for all columns
 Stamp Paper :- Rs. 300/- Stamp Paper is required – Any Denomination

 Stamp Paper :- Please share the Stamp Paper (Soft Copy PDF Format)

 Stamp Paper :- Please share the proper scanned copy of stamp paper, should be readable and do
not include any additional characters eg:- scanned thru cam scanner
Address Change
Address Change

Mail ID Please send mail @ [email protected]

Please update the address of distributor

Subject Line Distributor Code :- 1234 Dist Name :- ABC Entp

Please update the address of distributor

Body Dist Code :- 12345 Dist Name – ABC Enterprises

Address Change Declaration

Address Proof :-
a)GST
b)Shop & Establishment License / Registration Certificate.

Attachment
c) Receipt of any local taxes paid
d)Notarized Rent agreement
e)Certificate of Incorporation Microsoft Word
f) Letter from Gram Panchayat Document
g)Electricity bill ( Bill should be in the name of the Applicant)
h)Landline Bill (Bill Should be in the name of the Applicant)
Authorized Signatory
Authorized Signatory
Mail ID Please send mail @ [email protected]

Authorized Signatory Letter

Subject Line Distributor Code :- 1234 Dist Name :- ABC Entp

Please find the authorized signatory letter for

Body Dist Code :- 12345 Dist Name – ABC Enterprises

Attachment • Authorized Signatory Letter

Microsoft Word
Document
Email ID & Mobile No.
Updation
Email ID & Mobile No. Updation
Mail ID Please send mail @ [email protected]

Subject Line Please update the Mobile No. & Email ID for
Distributor Code :- 1234 Dist Name :- ABC Entp

Please update the Mobile No. & Email ID for

Body Dist Code :- 12345 Dist Name – ABC Enterprises

Old Mobile No. :- 1234567890 New Mobile No. :- 9876543210
Old Email ID :- [email protected] New Email ID :- [email protected]

Attachment • In case of Mobile No. :- Please provide screenshot of EVD Terminal ( Please
take help from CSM)
To Reset the
PRM
Password
 Please send mail @
Mail ID [email protected] /
[email protected]

Subject Please reset the PRM Password for

Email ID Line
Distributor Code :- 1234 Dist Name :-
ABC Entp
& Mobile
No. Body
Please reset the PRM Password for
Dist Code :- 12345 Dist Name – ABC
Updating Enterprises

• They will ask for Admin approval,

Remarks please send mail to Ashutosh
Kumar to provide the approval
NDC
Regarding PO &
Billing
 Please send mail @ [email protected]

Regarding PO Mobile No. :- 8928004280

& Billing
Please confirm about PO No. :- for
Please Use Subject Line:- Dist Code :- 12345 Dist Name –
ABC Enterprises

Please confirm about PO No. :- for

Please write in Body :- Dist Code :- 12345 Dist Name –
ABC Enterprises,

Screenshot of PO
Please check before sending Distributor Code
the mail :- Distributor Name