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CONTENT
Welcome Screen ....................................................................................................................................................... 3 Main Menu ............................................................................................................................................................... 3 2.1 Beat Plan History ........................................................................................................................................... 4 2.2 Select a customer .......................................................................................................................................... 4 2.3 Customer Main Menu .................................................................................................................................... 5 1.How to create sales order? ................................................................................................................................. 5 2.How to update feedback form? .......................................................................................................................... 8 3.How to update activity Monitor? ........................................................................................................................ 9 4.How to view customer address? ...................................................................................................................... 10 5.How to set sales target Plan ............................................................................................................................. 10 6.Reporting in mobile application ........................................................................................................................ 11 A.Outlet wise Order Report ........................................................................................................................... 11 B.SKU Wise Order Report .............................................................................................................................. 12 7.Synchronization .................................................................................................................................................. 13
Welcome Screen
Fig 1.1
1.1 In this screen, User will enter the user ID and password for authentication. 1.2 Sales employee will select the SE from login as field whereas ASM will select the ASM option. 1.3 Every Sales employee and ASM will have their own user ID and password for login. 1.4 Once you click on login button, it will redirect you to the main menu.
Main Menu
Fig 2.1
1.4 Beat Plan History will show the list of all beat plans assigned to him by ASM. 1.5 User can view the Outlet/SKU wise order report by choosing the option. 1.6 An SE can put his monthly sales target plan by choosing sales projection option from this screen.
In this screen SE can see all beat plan assigned to him by his ASM. Select the beat plan. After you select the beat plan, it will show the list of all customers comes under that beat plan.
This is main menu of customer. Open: select the option to place the order of that customer. Address: To view that customer outlet address Feedback Form: Choose this option in case if you want to add any feedback received from customer. Activity Monitor: select to update any activity performed at outlet by SE Back: To go back to the customer main menu.
In this screen, you will get the product category above and list of products for that product category (Need to select the product category to display product belongs to that category.) EV Evos, SX Shine-x, FAFabe-x, LU---Lumo, PU--Pukhraj Put the required Quantity beside each product.
5 Alkush Industries Pvt. Ltd.
After putting all required quantity, click on next button to go to the next screen.
Put the delivery date of the product so that accordingly distributor can arrange for the same.
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Also enter reference No, Priority of the order and remarks if any. Click on Save button to post the sales order Click on Save Later button to save the order as draft (if no internet access or network available) Click on Back button to go back to the previous screen.
After adding the order above screen will come with the confirmation message. SMS alert is sent to the concerned distributor. Click on Back to outlets list to go back to outlet list. You will find the outlet color has changes to blue.
In this screen, user can update the feedback form by selecting the suitable pre defined reasons. User can tick appropriate option from the given options. For any other reason, SE can tick the option any other reason and put the brief remarks in below field. After selecting the proper option SE can click on submit button to save the feedback form. Click on Back button to go back to the list of customers.
Once you update the feedback form for any customer that will be highlighted in yellow color.
In this screen, An SE can check the tick box option as per activity performed by him at customer Shop. After selecting the proper option SE can click on submit button to save the screen.
In this screen, User can put their monthly sales target plan. After putting sales order, an SE can click on save button to save the target plan. Click on back button to go back to the main menu.
Click on change button to change the date. Enter the date and click on show report
7. Synchronization
Whatever activity performed in mobile application is stored in temporary database in phone memory. Also, there are fresh master data available in SAP which needs to be uploaded from server into mobile application in order to work on updated and correct data. Synch option will upload the data from mobile to SAP and download the fresh master data into mobile application. All data in mobile application will be deleted