Dealer Portal (Simply Settlement Process)

Dealer Portal Problem Statement: Vehicle delivery and settlement today rely heavily on manual coordination between dealers and Fleet Management Organisations (FMOs). A single vehicle delivery typically involves 5–15 emails, repeated data entry, and multiple follow-ups to confirm invoices, VINs, registration details, accessories, and delivery dates. This creates:

• Delays in settlement and payroll alignment

• Duplicate data entry across systems

• Increased error rates and rework

• Poor visibility into delivery status

• Operational overhead for both dealers and FMOs

As delivery volumes increase, Much of the effort involved is coordination, not value creation and does not scale well.

The Dealer Portal that enables dealers to submit delivery information once, mark vehicles as ready for delivery, and automatically trigger downstream settlement workflows—eliminating email-driven coordination and duplication of effort.

Portal Goal: Enable dealers to self-submit and manage vehicle delivery information through Catch-e, so that FMOs and leasing teams can confidently and quickly progress settlements without manual chasing, re-keying, or reconciliation.

Key Benefits

• Eliminates email back-and-forth between dealers and FMOs

• Reduces duplicate data entry and transcription errors

• Accelerates vehicle settlement timelines

• Improves data quality at the source

• Provides clear accountability and visibility for all parties

Scope

• Dealer's ability to:

  • Mark a vehicle as ready for delivery

  • Enter or upload:

    • Tax invoice

    • VIN

    • Registration details

    • Delivery date

    • Accessories and associated costs

• Validation of dealer-submitted data at entry

• Visibility for dealers into submission status:

  • Submitted

  • Accepted

  • Requires action

• Automatic triggering of downstream workflows:

  • Validation

  • Settlement preparation

  • Approvals

• Audit trail of submissions and changes

• Role-based access and permissions for dealers

Out of Scope

• Dealer pricing negotiation or quote creation

• Dealer access to payroll, customer financials, or employee data

• Commercial relationship changes between dealers and FMOs

• Replacement of dealer management systems (DMS)