Master Data Validation BNPL and Advance in APT 2.0

Master Data Validation BNPL and Advance

Customer Relationship Management

Customer Relationship is an advanced feature available in IT 2.0, designed to facilitate the approval, review, and rejection of BNPL/Advance contracts. It also supports functionalities related to:

• Barcodes and Postbag/Postbox
• RNP/WPP
• Creation and modification of Bulk Addresses and Bulk Payees
• Generation of BNPL and Advance Customer Bills
• E-Biller registration
• Other essential operations

Data Updation Process

1. Navigate to Customer Relationship Management
2. Select 'Data Updation' sub-card
3. Click on 'Customer and Contract Updation' option
4. View the 'Customer Contract List' with details:
   • New Customer ID
   • Old Customer ID (Legacy ID)
   • Customer Name
   • Contract ID
   • Contract balance
   • Action (Edit button)
5. Click 'Edit' button to modify customer and contract details

Contract Types

Advance Contract

• Select Contract Type as 'Advance'
• Enter Monthly Expected Business
• Select Delivery Mode (Non-COD or COD)
• Select Linked Nodal Office (where contract is registered)
• Select Payment Nodal Office (for receiving payments)
• For COD mode: Select COD Payment Office

BNPL Contract

• Select Contract Type as 'BNPL'
• Enter Monthly Expected Business
• Enter Bank Guarantee details:
  • Amount
  • Valid From date
  • Valid Till date
• Select Delivery Mode (Non-COD or COD)
• Select Nodal Office Name
• For COD mode: Select COD Payment Office
• Select Payment Nodal Office

Important Notes

• Fields marked with asterisk (*) are mandatory
• Important unmarked fields should also be filled when necessary
• Business details like GSTIN, sector, and business type can be modified
• Contact person details (Mobile, Email, Gender) must be entered