Outlet onboarding, KYC and lifecycle management
From the moment a rep adds a retailer to the moment that retailer places an order, Salescode verifies the person, verifies the business against government records, checks the location, routes exceptions to a human, assigns the beat and the distributor, and issues one outlet code that SFA and DMS both read.
An outlet master nobody trusts
Every decision downstream depends on one question answered correctly upstream: is this outlet real, is it unique, and is it where it says it is. Most outlet masters cannot answer any of the three. Duplicates inflate coverage. Ghost outlets absorb schemes.
How an outlet goes from added to ready for ordering
Outlet onboarding is the verification and lifecycle layer shared across Salescode SFA, eB2B and DMS. It runs in four stages.
Add and verify the person
A rep registers the outlet from the field, or a retailer self-registers in eB2B. The contact number is confirmed by OTP, and identity by face match, a live selfie against the government ID photograph.
Verify the business and location
GSTIN and PAN are checked for existence against the government portal, and the entity name is matched against registered records. A geo-tagged store photo is captured on site.
Check and approve
Duplicate and geo checks run automatically before a human looks. Exceptions route to back-office review. Supervisors approve from a pending queue by PSR, drillable to beat level.
Assign, activate, open
The beat is assigned, distributor and route-to-market information are mapped, and a unique outlet code is generated, synced to SFA and DMS. The outlet can now receive an order.
One outlet record, created once, read by everything downstream
Onboarding is not a form. It is the point at which every coverage number, scheme spend and target that follows either becomes trustworthy or does not.
Sales reps and self-registering retailers
Reps register new outlets from the field with a geo-tagged photo and structured details. Retailers onboard themselves through eB2B using the same KYC chain, with no rep visit required to open the account.
Supervisors
Approve retailers from a pending queue organised by PSR and beat, with duplicate and geo checks already applied before they look, and beat-level detail one click away.
Distributor and back-office teams
Receive outlets mapped to them with route-to-market information already assigned, and handle the exceptions the automated checks route out for human review.
An outlet master with a lifecycle, not a list
Existing, new, reversed and pending are states an outlet moves between, each with a timestamp, a modified count and a searchable record behind it. Verification runs against government sources, not against a form field.
Outlet onboarding questions, answered
Three things, in order. That the person registering controls the phone number, through an OTP. That the person is who the government ID says they are, through a face match between a live selfie and the ID photograph. That the business exists and is registered under that name, by checking GSTIN and PAN existence against the government portal and matching the entity name against registered records.
Duplicate and geo checks run automatically before a supervisor sees the record. An outlet that matches an existing entry, or whose captured geo-location contradicts its stated address, is routed to back-office review rather than approved.
The supervisor, from a pending queue organised by PSR and drillable to beat level. Exceptions that the automated checks flag go to the back office instead.
The beat is assigned, the distributor and route-to-market information are mapped, and a unique outlet code is generated. That code is synced to SFA and DMS, at which point the outlet can receive an order.
Yes. eB2B self-registration runs the same KYC chain, so a retailer who registers themselves is verified to the same standard as one a rep walks in and adds.
Existing, new, reversed and pending. Each carries a last-updated timestamp and a count of outlets modified, and the full master is searchable by outlet name, code and distance.
Verify the outlet once, and trust every number downstream
Salescode is the AI-native route-to-market platform for CPG and FMCG companies. Outlet onboarding verifies the person, the business and the location before a single scheme, target or order touches that record.
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