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MAHINDRA FINANCE
DEALER PORTAL MANUAL
Welcome to Mahindra finance Dealer Portal ………
After login & changing the password , the below screen will be displayed on the screen
v TA SUMMARY PAGE
On selecting the TA summary sheet , the following details will be displayed
• The TA outstanding as of date
• The Ageing details
• The actual O/S of the dealer ( after deducting W/s punched not yet approved &
online DO issued but w/s not yet punched ).
• Confirmations of balances as of closed month. ( Closed Month means previous
month end balance ).
• Documentation status as of date .
• List of high overdue contracts.
v TRANSACTION DETAILS
On Selecting the Transaction details , we can view the transaction report for past years.
v APPROVED / UNAPPROVED CASES
On selecting Approved/ Unapproved cases , we will be able to view the approved w/s (
for last 20 contracts ) & all unapproved w/s as of date.
v DO ISSUED WORKSHEET ( W/S ) PENDING
On selecting DO Issued but W/S pending , all cases for which ONLINE DO is issued but
w/s still not entered will be displayed.
v RC VERIFICATION PENDING
On selecting RC verification pending , This displays contracts for which the RC is
entered but verification is pending by the branch.
v RC PENDING
On selecting RC pending , This displays a list of contracts for which RC is pending/not
updated in the system.
v INVOICE PENDING
On selecting Invoice pending , This displays a list of contracts for which invoice is
pending/not updated in the system.
v NPA OF THE DEALERSHIP / NON STARTER
For a list of Non Performing contracts & Non starter contracts , we can select the the
NPA or Non Starter accordingly
v BALANCE CONFIRMATION
On selecting Balance Confirmation menu , The below screen will be displayed .
• The balance displayed of the dealer is for a closed month. ( Closed Month means
previous month end balance ).
• The dealer will have to select confirm Balance .
• A provision is made to view previous months balances
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If there is a difference or not in the balance , pls select “YES “ or “NO”
accordingly.
If “YES “ , Enter your balance.
Enter your balance of holding charges
( For Navigating to different fields : Pls use “ TAB “ Key. )
Once the balances are properly updated , Then click on “SUBMIT “.
Provision for changing the balances in the balance confirmation menu .
Click on the “ Click here to mail for unlocking ….. “
Automated mails are sent to the Regional Accountants & the second line regional
accountants of the respective regions for unlocking .
v BALANCE CONFIRMATION MODIFICATION
Once the Lock is opened by the Regional Accountant / second line Regional Accountant
then automated mail will reach the dealer .
v STOCK CONFIRMATION
On selecting Stock Confirmation menu , The below screen will be displayed .
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Enter the Stock Balance as of closed month . ( Closed Month means previous
month end balance ).
Also enter the type of vehicles in the stock .
(For Navigating to different fields : Pls use “ TAB “ Key. )
•
Once entered , the stock details cannot be modified , In order to enable
modification , the dealer has to click on to “ Click here to mail for unlocking to
Regional Accountant / 2nd line regional accountant.
v STOCK CONFIRMATION MODIFICATION
•
Once unlocked , the stock confirmation is available for modification.
For modification , stock details needs to deleted & then correctly re-entered.
v POST NEW BLOG
By clicking on to “Post New Blog “,You are able to share any new thoughts , ideas or
opinions with your dealer faternity & mahindra finance
v ADD COMMENTS TO BLOG
By clicking on to “ Add comments to Blog “,
The below screen is displayed , You add your opinion on an existing blog .
v VIEW MY POSTS
By clicking on to “ View my posts “, You can view the status of your posts made on the
site .
v SUGGESTION / QUERY
By clicking on to “ Suggestion/ Query”, You are able to post any suggestion/
Query/Complaint which will be sent to the concerned department in mahindra finance.
REPORT GENERATION
For All Report Generation , Go to the respective menu & generate the report on the
screen , then follow the below steps
• Select CTRL “A” , this will select the entire report
• For copying to excel sheet , kindly select CTRL “C “ in the report & paste in the
blank excel sheet by CTRL “V” . In this way , the reports can be generated for all
the below :
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Transaction Details
Approved/ Unapproved Cases
Do issued w/s pending
RC verification pending
RC pending
Invoice pending
NPA cases
Non Starter cases