Onboarding Process

Onboarding Process Handbook

Siddhrans Affiliate – Vendor, Affiliate, Customer
Onboarding Guide

1. Vendor Onboarding Process

· Create vendor account

· Submit KYC & business details

· Upload product/service listings

· Set commission rates

· Get approval and go live

· Start receiving orders

2. Affiliate Onboarding Process

· Register as affiliate

· Complete profile & bank details

· Access promotional materials

· Select products/services to promote

· Share affiliate links

· Track conversions & earnings

3. Customer Onboarding Process

· Create customer profile

· Explore products/services

· Select vendor/affiliate recommendations

· Complete purchase

· Receive delivery/service

· Provide feedback

4. Document Requirements

· Vendor KYC (PAN, Aadhaar, GST if applicable)

· Affiliate bank details & ID

· Product/service images & descriptions

· Pricing & commission structure

5. Approval Workflow

· Platform team reviews listings

· Verifies quality & compliance

· Approves or requests revisions

· Listing is activated

· Affiliates begin promoting

6. Training & Support

· Vendor training manual

· Affiliate training modules

· Funnel workbook

· Support via WhatsApp, email, and dashboard

· Regular webinars for updates

7. Payout Setup

· Vendor payouts weekly

· Affiliate commissions auto-settled

· Transparent dashboard reports

· Settlement notifications by email

8. Quality & Compliance

· Vendors must maintain service quality

· Affiliates must follow promotional guidelines

· Misleading claims are prohibited

· Customer data protection required

9. Policies & Agreements

· Vendor Agreement

· Service Agreement

· SLA Compliance

· Refund & return policies

10. Go-Live Checklist

· Product/service approved

· Pricing set correctly

· Commission assigned

· Branding materials uploaded

· Test purchase completed

· Support channels active