Customer management ~2 min

How to Add B2C Customers in VistarKriya — Step-by-Step Guide

Adding a B2C customer to your VistarKriya panel takes under 3 minutes — from email verification to a fully KYC-verified customer profile. Here's exactly how.

Steps to add a B2C customer

Open B2C customer management

In your VistarKriya dashboard, go to My Customer, or use the Add Customer shortcut. Select Manage under B2C Management to open your customer panel.

Check your customer overview

Before adding a new customer, the management screen shows your total customers, active users, verified PAN cards, and active RMs — a quick health check of your existing customer base.

Start the add-customer flow

Click Add Customer and enter the customer's email address. VistarKriya sends an OTP that auto-verifies within about 2 minutes, or you can enter it manually. Duplicate or invalid emails are rejected automatically.

Add phone and PAN for verification

Enter the customer's phone number and PAN. VistarKriya auto-fetches and verifies the customer's name against their PAN — accuracy here matters, since incorrect details can delay future orders.

Create the customer

Click Create Customer. Your new B2C customer is now active and verified in your panel, ready for onboarding into any VistarKriya service.

About B2C customer management in VistarKriya

VistarKriya's B2C customer management lets DSAs, CA firms, and financial service professionals onboard retail customers directly into their panel with built-in email OTP and PAN verification — no manual document handling required. Once added, customers are ready for loan applications, credit checks, and other VistarKriya services. Watch the walkthrough above in English, Hindi, Gujarati, Bengali, Assamese, or Malayalam.

Ready to start adding customers?

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