Dealer and channel management in one traceable flow.
A sales channel multiplies your reach and multiplies your coordination work in equal measure. Onboarding a new dealer, setting and tracking period targets, processing dealer orders, logging field visits — each of these is a repeating process that generates promises, decisions and disputes. When those processes live in spreadsheets and group chats, the channel appears busy while the underlying numbers stay invisible. Tenderely BPM ties dealer records, targets, orders and visit logs into one flow without code, so the channel is as visible as your own sales floor.
What does a dealer channel repeat every cycle?
01
Dealer applications and onboarding
A prospective dealer submits information, documents are reviewed, approval is given and the dealer record is activated. When this runs by e-mail, the same question gets asked three times and the decision is never formally recorded.
02
Period target setting
Targets are agreed at the start of each quarter or year — by product line, region or dealer tier. When the target lives only in a sent e-mail, what was actually agreed becomes a matter of interpretation by month nine.
03
Dealer orders
Dealers raise orders; someone checks stock availability, credit limit and pricing tier before approving. Each of these checks is an approval step that can stall silently if nobody is chasing it.
04
Field visit logs
Sales representatives visit dealers, observe conditions and report back. When the report is a voice message or a photo in a chat group, there is no structured record to aggregate across the whole channel.
05
Performance tracking
How each dealer is tracking against target mid-period — before the period closes — is the moment when corrective action is still possible. That visibility rarely exists without deliberate effort.
06
Dealer communications and notices
Price updates, campaign announcements, product changes and compliance notices need to reach every active dealer and be acknowledged. A message sent is not a message received.
Where does channel management break down today?
Dealer data is scattered
Contact details in one file, contracts in another, order history in the ERP and visit notes in a chat app. No single place shows you a dealer's full picture, so every conversation starts with asking questions you should already know the answers to.
Targets are set but not tracked
The target was agreed in January. By April nobody has a live view of attainment. By December the conversation about why the number was missed is reconstructed from memory.
Orders wait without anyone knowing
A dealer submits an order. It sits in someone's inbox awaiting a credit check or pricing approval. The dealer calls to follow up. The representative apologises and chases internally. This loop repeats with every order.
Field visit reports are filed and forgotten
A representative fills in a form or writes a note. It lands somewhere and is never aggregated. Whether the channel as a whole is healthy, which dealers are struggling and where the common problems are — that picture never forms.
What changes with Tenderely BPM
01
One record per dealer
Application, approval, agreement, targets, orders and visit logs all attach to the same dealer record. The full history is there the moment you need it, with an audit trail of who changed what and when.
02
Onboarding runs as a flow
A public form lets a prospective dealer submit their application from outside the system. Internal review and approval steps follow in sequence, and the dealer record activates only when the final step is completed.
03
Approval steps chase themselves
Give any step an SLA and a reminder goes out automatically when the deadline passes. An order waiting for a credit check does not sit silently; it surfaces before the dealer has to call.
04
Targets and actuals on one dashboard
Period targets sit alongside order and performance data. Tenderely BPM keeps the numbers current so mid-period conversations are based on what is actually happening, not last month's export.
05
Field visits are structured records
Representatives complete a consistent form from the iOS or Android app while they are on site. Because every visit uses the same structure, the results aggregate across the channel and patterns become visible.
06
Role-based access for the channel
A dealer sees only their own record, orders and targets. A regional manager sees their territory. Head office sees everything. Permissions are set by role without custom development.
FAQ
Can dealers interact with the system directly?
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Yes. A public form can be shared with a dealer as a link, so they can submit an application, raise an order or acknowledge a notice without needing an account. If you want dealers to have ongoing access to their own records and order history, they can be connected as external linked users who see only their own data.
Can we set different approval rules for different dealer tiers or order sizes?
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Yes. Conditional branching lets you configure different paths based on any field value — dealer tier, order amount, product category or region. Parallel approval steps are also supported. All of this is configured without code.
How do field representatives log visits when they are offline or on the road?
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The same flows and forms run in the iOS and Android apps, so a representative can complete a visit log on their phone at the dealer's location. Photos and attachments can be added directly from the device.
Can we start from a ready setup or do we have to build everything from scratch?
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The Dealer and Channel Management package installs with dealer records, application flows, target structures, order flows and visit log forms already in place. You adjust each form and flow to your own channel and publish — the package is a starting point, not a constraint.
How do we keep dealer data separate from internal data?
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Unit-, role- and field-level permissions control who sees what. Dealers connected as external users see only their own record. Internal commercial data, pricing tiers and credit limits are visible only to the roles you designate.