No.TR003
May 17, 2016
SUB: GUIDELINES FOR NEW ASSOCIATE (BROKER REGISTRATION) – (VRC02) : GOEX
I. You will need to first create a user id and password. Pls follow the following steps:
1. First Time Login:
2. Pls. type the following URL : http://49.248.161.5/static-site/goexwebsite.html
3. This will open up a screen and allow you to register as Customer or Associate(Broker) or Fleet Owner or Driver.
4. Please select as Associate (Broker).
5. Please be careful if you have already created a User ID and password as Customer than the same cannot be used for Associate Registration.
6. This has to be a separate User ID and Password. This is essential as it is right to access to the system based on the profile selected.
7. The System will generate a One Time Password (OTP) and send the same to your mail. Access your mail id and from there input the OTP on your mobile phone. This process is to authenticate both the mail id and mobile no of the Customer user.
8. The system will now take you to next screen and allow you to create your own id and password. You need to remember your user id and password for future use.
9. Hence note it down and preserve the same. [For testing purposes you may create a simple id such as your initials (ND for Nitin Dhawan) and a simple password such as nd@123456]. Pls. keep this information as confidential.
10. For subsequent Logins use the following URL : http://49.248.161.5/static-site/login.html
11. For subsequent Logins input your user id and password and access the system.
II. Before starting the process of registration, please keep the following documents ready and in hand.
1) PAN No
2) Service Tax No.
3) Address Proof
4) Cancelled cheque of Associate/Broker
5) Registration Certificate
You will need to scan and upload copy of all the above documents as part of registration.
III. The Associate Registration Form/Screen has three parts.
· Associate Proof
· Contact Details
· Bank Details.
Choose Associate profile and the system will allow you to enter all required information
There are two types of information required: mandatory information which is a must and essential. The relevant fields show this with an asterisk(*) in red colour.
IV. Please enter the following information on the Associate/Broker (Screen 1).
1) Complete Company Name
2) Select type of company - you will see 6 OPTIONS as under :
a) HUF .
b) Individual (not a firm or Company)
c) Limited Company
d) Partnership firm with the limited liability (PLL)
e) Private Limited Company
f) Sole Proprietorship.
Most often you will find the following 4 types of companies
i) Limited Co.
ii) Partnership Firm
iii) Partnership with limited liability (PLL)
iv) Private Limited Company
In few cases you will come across Sole Proprietor Company – this means the owner is the sole proprietor of the company and he does not have any Partner. Very rarely will you find HUF type of company.
3. 3. PAN No.
Please enter PAN No. and upload the scanned copy of the same.
4. Service Tax No.
Service Tax No. – This is Mandatory and you must upload the scanned copy of the same.
5. Address:
Line 1 & Line 2
Please enter the address of the company. This should be the Plant address of the company. The bill on the company by GoEx will be made on this address.
6. State/City/Pincode/Zone
a. First select the state in which the Consignment is loaded. Next choose the city from the list that is open on the screen. In case the city/town or village is not listed, you may please call up the contact centers and advise them to add the city/town village in the City Master. The State is captured first as the system then filters and presents only towns or city or villages of that state.
b. Please obtain the Unit or Plant Address with their Pin code. Once you enter the pin code the system will automatically bring forward the District, Taluka, City and state.
The bill on the company by GoEx will normally be made on this address.
c. In case you do not find your town or village in the list,you may enter the name of the town closest to the city/town or village of the Consignor. Next enter the Pin code and finally the Zone.
d. There are 6 zones as under:
i. North
ii. South
iii. East
iv. West
v. Central and
vi. North East
Central includes the following states:
a) Madhya Pradesh
b) Chhattisgarh and
c) Vidharbha Region which includes part of Madhya Pradesh region and Maharashtra region.
North-East includes the states of West Bengal, Assam, Meghalaya, Tripura, Nagaland etc.
Complete all the fields and press Next to go to next screen.
V. Company Details (Screen 2)
1. In this option enter the details of the contact person and alternate contact persons if any.
The details of Accounts team are required for interaction by our operation team.
Name, Designation, Mobile No. and Email ID are compulsory.
2. G.S.T No. (Goods & Service Tax No.) – This will not be available at this point of time, as the Government has not yet implemented the same. For your information, the GST nos. will replace all the type of taxes such as the Excise/VAT/CST & Service Tax No.
3. Credit Period:
Please enter 30 days.
Any credit above 30 days will be subject to GoEx approval and will be charged 1.5% per month. Please make the customer aware of this.
Number of Trucks per day or Tonnage per day – This may be approximate number.
On completing the SCREEN 2, you may move to the next Screen
VI. (Bank Details – Screen 3)
Please enter the following information in completely.
1) Bank Name as per the cheque
2) Bank Account number mentioned on the cheque
3) Branch Name mentioned on the cheque
4) IFSC Code mentioned on the cheque
5) Complete address with city/state/pincode
In certain case customer may have 2 bank (alternate bank) in which you may enter information of both the banks.
REFERENCES (1)
Name of Person
Telephone Contact
Email ID
REFERENCES (2)
Name of Person
Telephone Contact
Email ID
You may find the remarks at the bottom of the Screen which read as under:
VII) I agree to GoEx terms and conditions of use and the privacy policy of Goex I further agree
to receive promotion and transactional communications from GoEx Logistics Pvt.Ltd.
Please put a tick mark against this and make the customer aware that this is consent
on his behalf. The tick against this is mandatory as it is a requirement of government
authorities.
VIII)Save as Draft or Submit
1. In certain cases some information from the customer may be missing specially the copy of the mandatory documents and in such cases you must save the information by pressing Save as Draft. This will allow you to input the information once it is available.
2. In case all details are available and uploaded, pls. press the submit button. The system will now proceed to check all the mandatory information (marked with red asterisk * ).
3. In case any information is not available the system will highlight in red all the missing mandatory information. You must proceed to complete all the necessary fields and then press submit button. In case you find some information is missing and not readily available, pls. press save as draft.
4. In case all information is available and you have pressed submit button, the system after verification will display a message “ form submitted for Checking”
5. In case you have saved the form as Save as Draft, the next time you login, and select customer, you will see a list of all Customer forms which are Saved as draft. You can now proceed to complete all information. See point I.8 and I.9 on how to login the next time.
6. All hard copy of scanned data uploaded in registration form must be signed by Customer representative and couriered to the Attn of Contact Centre at the address given to you.
7. In case of any doubts or queries, pls. contact representative at The Contact Centre.
IX) PROCESS FOR UPLOADING A FILE
In case the soft copy of the attachment is not available, you may please follow the following process:
1) Take a photo of the concerned document from your camera on the Mobile Phone. In case you have a Tab, you may use the camera of the Tab.
2) Mail the photo pic taken from your hand phone or Tab to your own mail ID.
3) Access the mail received as mentioned in Point (2) from your Laptop/Tab.
4) Save the attachment received in Point (3), on your Desktop/Laptop.
5) Upload the saved file on the Desktop/Laptop to the GoEx system.