BFL DO INTEGRATION HELP DOCUMENT 

• ‌A Delivery order contains the customer details such as eligibility criteria in financial wise and the product details.

• DO Webpage: Shows the details in web instead of showing in POS.

• DO Autoload: Fetches & loads the Customer info, Items and Payment details automatically in GoBill.

• Sales order processed easily, and Invoice is generated.

• Posts the dealer invoice information to BFL server automatically.

• This is the BFL Dealer Specific Integration.

 Benefits of BFL DO Integration: 

• By using the Bajaj integration, we can be able to see the customer financial details in DO web page.

• By using this we post the dealer invoice information to Bajaj Finance limited server.

• It ‌Eliminates the double work on different applications.

• Automatic invoice generation without any manual intervention.

• Saves time and eases the process.

• High data accuracy and no chance of error / mismatch.

• Tracking becomes easier.

 Pre - Requisites: 

• The Base product must be in an appropriate version for the integration.

• The Bajaj Integration license should be purchased.

• The system must be in good condition and should give good performance.

• The Internet connectivity must be smooth.

 BAJAJ: 

• Bajaj finance partner id must be required.

• For the Dealer who needs to use Bajaj DO Integration they should have a valid DO number.
  

 Bajaj Integration license: 

• After the purchase of the Bajaj Integration add on, go to the server system where the POS is installed.

• Click on Help --> About and click on Add-on license.

• Now click on Sync. All the active add-on licenses will be listed there.

• You will be able to see "Bajaj Integration" as activated with the validity date.

• After the add-on license is bought, automatically a GOFRUGAL alert account will be created.

 Bajaj Configuration:  

Configuration is process of integrate with the RPOS7 / TruePOS with Bajaj portal. Follow the below steps to do the successful configuration.

Note: DO Integration will work in GoBill only. So along with RPOS7 or TruePOS Application GoBill also to be purchased for the BFL DO Integration.

 Steps for configuration: 

• Step 1: Login to the Integration Portal https://integration.gofrugal.com/ with the username and password as received in e-mail or use the credentials as below:

→ Login Credentials:
Username - MAIL_ID
Password - GFT (Customer Id) e.g.: GFT315013

• Step 2: After the successful log-in, the addon Bajaj Finserv will be listed. Clicking on Bajaj addon, will open the Bajaj Configuration Page.

• Step 3: Give the bajaj partner id (which is nothing but BFL Dealer code) shared by Bajaj team and click save. Bajaj credentials will be saved and bajaj data sync will happen from POS. Once successfully saved the configuration the pop up will be raised as shown in below screenshot and configuration part is completed.
  

 Billing Process: 

• Step 1: In GoBill, go to Sales Bill screen and click on the Load DO Button below and the screen will be displayed as shown in below screenshot. Then enter the DO Number.
  
  Note: DO (Delivery Order) will be created in a Salesforce App which is given by BFL to the Dealer.
  
  DO contains: -

1. Customer Name.

2. Address.

3. Phone number.

4. Item code (VAN code field which should contain our Item code while creating the DO).

5. Qty (Default 1).

6. Net Value (Inclusive of GST) - Gross loan amount.

7. Tender Value (Net Loan value).

• Step 2: When click on View DO details button, the pop screen you will be redirected to DO webpage details where you can view the details of the customer as shown in the below screenshot.

• Step 4: DO based Sales order can be saved with the DO Details.

• Step 5: Select the required Sales Order using Load SO option in the Sales Invoice.

• Step 6: SO Based Sales Invoice along with DO Details can be created accordingly.

• Step 7: Or else the Direct Sales Invoice along with the DO details can be created accordingly.

 FAQ: 

1. Is it necessary to provide the partner ID in the Integration Portal in order to save Bajaj credentials and initiate data sync from POS?
   Answer:
   Certainly. The partner ID is a required component to save Bajaj credentials and initiate data sync from POS.

2. Does the creation of a sales bill in GoBill result in the automatic posting of DO based sales invoice information to the BFL server?
   Answer:
   Yes, the creation of a sales bill in GoBill results in the automatic posting of Delivery Order (DO) based sales invoice information to the BFL server.

3. What is the primary purpose of the DO (Delivery Order) web page & Fetch DO in the context of Bajaj finance integration?
   Answer:
   DO Web page is used to verify customer details, including financial eligibility criteria, sent from Bajaj. Fetch DO loads customer details, product and payment info in the GoBill Sales screen.
   

1. If the DO number is already used or it doesn't contains proper details means, it pops the below error in the GoBill screen when you click on Fetch DO button.