Sales Officer Training on Heera Software Pvt. Ltd Presents Sales Force Automation Date: Monday, April 12, 2010 Prepared & developed by Heera Software Private Limited for Cadbury India Limited
Sales Officer Training on
Heera Software Pvt. Ltd Presents
Sales Force Automation
Date: Monday, April 12, 2010
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
Objective
• To empower PC to increase distributionefficiencies wrt sales, coverage andproductivity
• To ensures proper placements of SKU’sbasis RE and MSSbasis RE and MSS
• To helps PC to monitor his daily targets &enable him to maximize his incentiveearnings.
• It helps in reducing unproductive time byautomating bill generation at RD point.
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
Process flow
OUTLET
Outlet, SKU
PC takes Order
MERANET
RD.net
Orders
Outlet, SKU
Master &
Scheme
Sales data
Orders get
converted
to bills
basis stock
on RD.net
Information available on handheld
• PC’s month and day targets
• List of All SKU
• List of outlets
• Scheme Applicable to the outlet• Scheme Applicable to the outlet
• Outlet historical data
• Outlet’s pending bills for payments
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
Norm SettingNorm Setting
Only Sales officers are allowed to set the norms
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
Purpose
• Set the order quantity for for placementoutlets like Purple King, Purple Prince,BKB (Bournvita Ke Badshah) & BCC(Bournvita Chemist Club)
• Initially norm quantity is calculated asaverage sale of last 3 months
• SO can change these norms.
• Norm set by the SO will be taken as basisfor calculating the order for these outlets.
Click here to
change the norm
quantity
Exporting data to handheld
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
Order booking on HandheldOrder booking on Handheld
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
Start Application
Click here to Click here to start
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
Enter password
Screen 1 – Login screen on SFA
Click this button to open Soft Keyboard
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
MTD target and achievement status as first
screen
Screen 2 – MTD Performance Tracker
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
PC can view his day
achievement. This will keep updating after
each order on the field
Screen 3 – Target for Today
field
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
PC can click the outlet and more info of the outlet is displayed.
Details include RE, Placement program , Average per visit sales, target,
Outlet List for the
Screen 4 – RLA for Today’s beat
sales, target, MTD achievement and current order.
Also links for order, collection and details are displayed
for the planned Beat is displayed.
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
No Order Order booked Selected Outlet Not started
Screen 5 – Scheme display
Schemes applicable to applicable to the outlet, basis RE
If outlet is not giving the order, PC to select the relevant option and the reason
Screen 6 – Scheme display
and the reason for the same
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
Order Form displays MSS and Focus Skus on top in the Sku
List also displays Avg sale in units and current order if recorded.
In case of
Screen 7 – SKUs screen for Order Booking
top in the Sku list shown.
In case of Placement outlets, Norm will be displayed line wise.
MSS SKU Booked SKU Purchased Once in Month Non MSS SKU
Screen 8 – SKUs Filtration
Click here to filter the SKU list Brand, Category, MSS wise
Screen 9 – SKUs screen for Order Booking
Select the Brand.SKU will displayed displayed automatically
Order value, lines booked and last purchase date by outlet is displayed at the bottom of the screen
Numeric pad to enter quantity
Screen 10 – Order Recording Form
Enter the order quantity
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
History of outlet –SKU can be displayed by clicking History button.
Screen 13 – Order Entry
This form allows PC to record UOM, RODs and Returns for selected SKU
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
Screen 11 – Return Recording Form
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
Click on option to enter Returns, Schemes or view to history
Screen 12 – Return Recording Form
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
Outlet Bill wise history can be displayed by clicking
Screen 14 – Outlet history
clicking History option on order form
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
On Click of Finish button, Final confirmation form is displayed.
This screen will show MSS achievement MTD
Screen 15 – Order Confirmation
achievement MTD and wrt current order too.
On click of Ok button, day target is refreshed and displayed
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
Screen 16 – Record Collection
Select Yes if there is any collection for outstanding
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
outstanding bills
Screen 17 – Record Collection
Enter amount collected, select cash or cheque, if cheque then select date of cheque
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
New Outlet Creation | Ad display
New Outlet can be
created by PC
Advertisements can
be shown
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
Reports on HandheldReports on Handheld
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
Report – Order list
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
Report – RDSM Day Target
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
Report – RDSM MTD Performance
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
Report – SKU wise Order qty
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
Generating bills at RD pointGenerating bills at RD point
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
List of Orders is first displayed.Clicking each order will show SKU wise details in bottom table.
Outlet will be displayed in Red colour if any of the SKU can not be billed due to less stock.RD can change the order quantity. Original quantity is preserved.
This screen shows SKU wise summary of Orders booked and SKUs below stock are marked Red.
Bottom Table displays Outlet wise details of the SKU.RD can change Order quantity here too.
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
ReportsReports
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
List of Reports
• Order Time analysis
• Order status
• Fill Rate report
• Scheme Applied• Scheme Applied
• Bill Count Status
Prepared & developed by Heera Software Private Limited for Cadbury India Limited
Order Time Analysis
Order Status
SFA Fill Rate Report
Scheme Applied
Bill Count Status
Thank youThank you
Prepared & developed by Heera Software Private Limited for Cadbury India Limited