Approval Workflow

Transcript

1. New Outlet Creation by DBSR and Approval Training Content
2. New Outlet Creation- Flow
3. New Outlet Creation- DBSR 1. Click on New Outlet Creation in Hamburger Menu 2 1. Go to Hamburger Menu 1
4. New Outlet Creation- DBSR 3. Capture store photo showing name of store on board 3 4. Confirm image capture 4
5. New Outlet Creation- DBSR 5. Enter Retailer Mobile Number for OTP verification 5 6. Enter OTP received through SMS on given mobile Number 6 7. Click Verify 7
6. New Outlet Creation- DBSR 8. Upload GST Certificate of retailer OR Upload distributor bill of another company supplying the retailer. 8 9. Confirm image capture 9
7. New Outlet Creation- DBSR 10. Click to enter retailer details 1 0 12. Click Next 1 2 11. Profile Details - Name Of Store - Payment Type (Cash/Credit) - Outlet Type (Pharmacy/ Grocery/ WSGrocery/ WSPharmacy/ Specialty/ Cosmetic Beauty/ Hardware/ SubDB- GroceryWithDL/ SubDBGrocery/ Others) - Drug License details - FSSAI License details - Tax Location (State) 1 1
8. New Outlet Creation- DBSR 13. Attribute Details - Customized attributes can be created through DMS. - Segmentation (Large/ Medium/ Small/ New) - DB Channel (Ecom/ Modern Traditional/ Small Traditional/ TT) 1 3 14. Click Next 1 4 1 5 15. Enter Other Address Details - Address location specifics - Country - Auto Captured (Latitude and Longitude of store) - State - City - Pincode - District 1 6
9. New Outlet Creation- DBSR 1 7 17. To edit address details 18. Click Next 1 8 1 9 19. Enter all Contact Details - Retailer First Name - Retailer Email ID 20 20. Saves entered contact details 2 1 21. To Save newly created retailer.
10. New Outlet Creation- DB Approval Open DB login and go to “Retailer Approval Request” in Notifications. 1
11. New Outlet Creation- DB Approval Double click the retailer to open details verification and approval screen 2
12. New Outlet Creation- DB Approval Click Approve to send details forward for RGTM approval Else Click Reject (This will end the approval workflow then and there) 3 After Approve, you may enter Remarks (optional) and click Proceed. 4
13. New Outlet Creation- DB Approval Click OK 5 Flows to TSI login 6
14. New Outlet Creation- TSI Approval 7 Login to TSI in Manager App and go to Approvals 8 Retailer Edit approvals appear in the format of Pending/Total. Click on Pending hyperlink to open details
15. New Outlet Creation- TSI Approval Click the new retailer request by approved by DB to view details 9 Click Approve 10
16. New Outlet Creation- TSI Approval Click Proceed 11 Click Yes 12
17. New Outlet Creation- RGTM Approval 13 Open RGTM login and go to “Retailer Approval Request” in Notifications. 14 Double click the retailer to open details verification and approval screen
18. New Outlet Creation- RGTM Approval 15 Click Approve to send details forward for CGTM approval Else Click Reject (This will end the approval workflow then and there) 16 After Approve, you may enter Remarks (optional) and click Proceed.
19. New Outlet Creation- RGTM Approval 17 Click OK Flows to CGTM login 18
20. New Outlet Creation- CGTM Approval 19 Open CGTM login and go to “Retailer Approval Request” in Notifications. 20 Double click the retailer to open details verification and approval screen
21. New Outlet Creation- CGTM Approval 21 Click Approve Else Click Reject 22 After Approve, you may enter Remarks (optional) and click Proceed.
22. New Outlet Creation- CGTM Approval 23 Click OK 24 Starts to appear in DBSR HHT and DB Retailer Master
23. Retailer Edit by DMS and Approval Training Content
24. Retailer Edit- Flow
25. Retailer Edit- DB 1 Login to DB Go to Masters Retailer Management Retailers
26. Retailer Edit- DB 2 Click on the retailer you wish to edit. 3 Click Edit Request to open retailer details editing screen.
27. Retailer Edit- DB 4 In this case, lets edit the retailer name (can edit multiple fields basis requirement) 5 Click Save after making the required edits
28. Retailer Edit- TSI Approval 6 Login to TSI in Manager App and go to Approvals 7 Retailer Edit approvals appear in the format of Pending/Total. Click on Pending hyperlink to open details
29. Retailer Edit- TSI Approval Click the raised retailer edit by DB to view details 8 Click Approve 9
30. Retailer Edit- TSI Approval Click Proceed 10 Click Yes 11
31. Retailer Edit- RGTM Approval Login to RGTM in DMS and go to Retailer Edit in Notifications 12
32. Retailer Edit- RGTM Approval Click and select the retailer to be approved 13 Click Approve 14
33. Retailer Edit- RGTM Approval Click Proceed 15 Click OK. 16
34. Retailer Edit- RGTM Approval RGTM Approval Completion
35. Retailer Edit- CGTM Approval Login to CGTM in DMS and go to Retailer Edit in Notifications 17
36. Retailer Edit- CGTM Approval Click and select the retailer to be approved 18 Click Approve 19
37. Retailer Edit- CGTM Approval Click Proceed 20 Click OK. 21
38. Retailer Edit- CGTM Approval CGTM Approval Completion
39. Retailer Edit- DB View The processed edit request starts to appear (in this case, the name change) - User may double click to open to view further edited details of different fields, basis request raised.
40. Damage Claims Creation by DMS and Approval Training Content
41. Damage Claims- Flow
42. Damage Claims- Creation Login to Distributor Go to Claims PR Damage Claims 1
43. Damage Claims- Creation Select Company 2 3 Enter Damage quantity in Cases/eaches Select Company 4 Total quantity calculation:- Case Size * Number of cases + Pieces 7 6 5 Auto fills all SIH in Main Godown as Damage quantity Click to Submit Shows details of SKUs chosen in a sub screen before final confirmation
44. Damage Claims- Creation 7 Return Summary button: Shows details of SKUs chosen in a sub screen before final confirmation (Validation after submission)
45. Damage Claims- ASM Approval Login to manager app and click on Approvals. 8 Damage/Expiry approvals appear in the format of Pending/Total. Click on Pending hyperlink to open details 9
46. Damage Claims- ASM Approval Click the raised claim by DB to view details 10 Click Approve. 11
47. Damage Claims- ASM Approval Click confirm to proceed. 12
48. Damage Claims- Auditor Approval Open Auditor login and go to PR_Damaged in Notifications. 13
49. Damage Claims- Auditor Approval Select the relevant claim 14 Enter Remarks 15 Click Approve 16
50. Damage Claims- Auditor Approval Click Ok to confirm Auditor approval (confirmation validation appears) 17
51. Damage Claims- CFA Approval Open CFA login and go to PR_Damaged in Notifications. 18
52. Damage Claims- CFA Approval Select the relevant claim 19 Enter Remarks 20 Click Approve 21
53. Damage Claims- CFA Approval Damage Claim View Screen
54. Damage Claims- CFA Approval Click Ok to confirm CFA approval (confirmation validation appears) 22
55. Damage Claims- RCM Approval Open RCM login and go to PR_Damaged in Notifications. 23
56. Damage Claims- RCM Approval Select the relevant claim 24 Enter Remarks 25 Click Approve 26
57. Damage Claims- RCM Approval Damage Claim View Screen (RCM can edit quantity) Click Ok to confirm CFA approval (confirmation validation appears) 27
58. Sales Return Creation and Approval Training Content
59. Sales Return- Flow
60. Sales Return Creation- DB Login to Distributor Go to Transactions Receivables Returns Sales Return 1
61. Sales Return Creation- DB Click Return Create 2
62. Sales Return Creation- DB Enter Retailer Name 3 Select Type of Return (With Reference or Without Reference) 4 Enter SKU to be added for Sales Return with quantity so that it appears in Details below 5 Click Add Product for all the return SKUs 6 Check all SKUs and click Next. 7
63. Sales Return Creation- DB Return details appear. Cross check returns data and click Confirm Return. 7
64. Sales Return- ASM Approval Login to ASM in DMS or Manager App Go to Approval Sales Return Approval 8
65. Sales Return- ASM Approval Click to view Return details SKU wise. 9
66. Sales Return- ASM Approval Enter Remarks as and if required and click Approve. 10 Click OK 11
67. Sales Return- RCM Approval Login to RCM and go to Sales Return Approval 12
68. Sales Return- RCM Approval Click to view Sales Return details 13
69. Sales Return- RCM Approval Click Approve 14 Click OK 15
70. Sales Return- DB Confirmation Login to DB Go to Receivables (T) Returns SRN History 16
71. Sales Return- DB Confirmation Click to confirm the return done post approvals 17 Click OK 18
72. Stock Adjustment Creation and Approval
73. Stock Adjustment- Flow
74. Stock Adjustment Creation- DB Login to Distributor Go to Transactions Inventory(T) Stock Audit Adjustment 1
75. Stock Adjustment Creation- DB Click Freeze to prevent all transactions during adjustment workflow completion 2 Click OK 3 4 In next screen, click MG to showcase all Saleable stock
76. Stock Adjustment Creation- DB Current SKU quantities 5 Adjusted SKU 6 Changed amount in stock quantities after adjustment 7 9 10 8 Reasons for stock adjustments Click to proceed with adjustment To Cancel
77. Stock Adjustment Creation- DB 11 Final adjustment summary before confirmation 12 To Confirm 13 Click OK
78. Stock Adjustment Creation- DB Status update for frozen transactions with event reason.
79. Stock Adjustment- TSI Approval Go to TSI login in Manager App and click Approvals 13 Stock Adjustment approvals appear in the format of Pending/Total. Click on Pending hyperlink to open details 14
80. Stock Adjustment- TSI Approval Click the raised adjustment by DB to view details 15 Click Approve. 16 Click Confirm. 17
81. Stock Adjustment- ASM Approval Go to ASM login in Manager App and click Approvals 18 Stock Adjustment approvals appear in the format of Pending/Total. Click on Pending hyperlink to open details 19
82. Stock Adjustment- ASM Approval Click the raised adjustment by DB to view details 20 Click Approve. 21 Click Confirm. 22
83. Stock Adjustment- RCM Approval Open RCM login and go to Stock Adjustmen in Notifications. 23 Double click the adjustment done 24
84. Stock Adjustment- RCM Approval Click Approve 25
85. Stock Adjustment- RCM Approval Click Ok (Approval success validation appears in green) 26
86. Stock Adjustment- DB View Frozen transactions due to stock reconciliation window gets updated back to Stock adjustment edit. Click Defreeze to resume transactions in DB login 27
87. PSR Expense Creation and Approval
88. PSR Expense- Flow
89. PSR Expense- Creation Login to PSR and go to Expense Management in Hamburger Menu 1 Click Add New Expense for details subscreen 2
90. PSR Expense- Creation Select type of expense from dropdown. 3 Click picture of supporting document 4 Choose date of expense, enter amount and any supporting comments 5 Click Done to proceed 6 Click Clear to remove all inserted points 7
91. PSR Expense- Creation Expense gets saved as a record for PSR 8 Photo view button 9 Type of expense view button 1 0 Delete record button 1 1 Confirm deletion button 1 3 Cancel deletion button 1 2
92. PSR Expense- ASE Approval Login to ASE in Manager App and click Approvals. 9 Expense Approval appears in the format of Pending/Total. Click on Pending hyperlink to open details 10
93. PSR Expense- ASE Approval Click on the submitted expense by PSR to view details 11 Click Approve 12 Click Yes to confirm 13
94. SubDB Stock Adjustment Creation and Approval Training Content
95. SubDB Stock Adjustment-Flow
96. SubDB Stock Adjustment Creation Login to SubDB and go to Stock Adjustment. 1 Click OK. 2
97. SubDB Stock Adjustment Creation Change the physical quantities basis stock count done through audit. 3 Click Request Approval at Summary screen to proceed 4
98. SubDB Stock Adjustment Creation Click Confirm. 5 Validation appears which prevents all transactions during frozen state. 6
99. SubDB Stock Adjustment- ASE Approval Go to ASE Login in Manager App and click Approvals. 7 SubDB Stock Adjustment approvals appear in the format of Pending/Total. Click on Pending hyperlink to open details 8
100. SubDB Stock Adjustment- ASE Approval Click the adjustment corresponding the flown data of SubDB to view details 9 Click Approve 10
101. SubDB Stock Adjustment- ASE Approval Click Confirm after entering Remarks 11
102. SubDB Stock Adjustment- ASM Approval Go to ASM Login in Manager App and click Approvals. 12 SubDB Stock Adjustment approvals appear in the format of Pending/Total. Click on Pending hyperlink to open details 13
103. SubDB Stock Adjustment- ASM Approval Click the adjustment corresponding the flown data of ASE to view details 14 15 Click Approve. 16 Click Approve after entering Remarks
104. PSR PJP Creation and Approval Training Content
105. PSR PJP- Flow
106. PJP Creation- PSR 1. Go to Hamburger Menu and click PJP Planning. 1 2. Click on date for which you wan to select the SubDB to visit. 2
107. PJP Creation- PSR 3. Select single/multip le subDBs as required. 3 4. Click Save 4 5 5. Repeat for all working days of the month.
108. PJP Creation- PSR 6 6. Click to view calculate d Summary. 7 7. Click Submit 8 8. Click to save as draft without submittin g 9 9. Click Yes to confirm
109. PJP- ASE Approval Go to TSI/ASE login in Manager App and click Approvals 13 Retailer Visit Plan approvals appear in the format of Pending/Total. Click on Pending hyperlink to open details 14
110. PJP- ASE Approval Click View to see the PJP plan submitted by the DBSR 15 Click Summary to view high level details. 16
111. PJP- ASE Approval Click Approve 17 Click OK 18 19 Partial Approval status signifying pending ASM approval.
112. PJP- ASM Approval Go to ASM login in Manager App and click Approvals 20 Retailer Visit Plan approvals appear in the format of Pending/Total. Click on Pending hyperlink to open details 21
113. PJP- ASM Approval Click View to see the PJP plan submitted by the DBSR 22 Click Summary to view high level details. 23
114. PJP- ASM Approval Click Approve 24 Click OK 25 26 Approval status signifying complete approval workflow
115. Rural Retailer Creation and Approval Training Content
116. PSR Rural Retailer Creation- Flow
117. Rural Retailer Creation- PSR Login to PSR and click New Retailer Creation in Hamburger Menu 1 Select the SubDB for which you want to create the retailer. 2
118. Rural Retailer Creation- PSR Geotagging screen appears. Take image of retailer along with its board appearing clearly 3 Confirm taken photo 4
119. Rural Retailer Creation- PSR Enter retailer Mobile Number for receiving verification code 4 Click to send verification code 5 Enter verification code received by retailer 6 Click to verify 7
120. Rural Retailer Creation- PSR Enter either of: GST Certificate image of retailer OR Other company’s distributor purchase bill (Select company from dropdown below 8 Confirm taken photo 4
121. Rural Retailer Creation- PSR Click Create New Retailer to go to new retailer details 10 Enter profile details (mandatory fields include: Store Name, Outlet Type, Payment Type, Region, Zone, Area, Geo Location and Tax Location) 10
122. Rural Retailer Creation- PSR Click Next 11 Enter Attribute details (mandatory fields include SubD Attribute 1, Segmentation, Custom Attribute 3, Custom Attribute 4. 12 Click Next 13
123. Rural Retailer Creation- PSR Enter New Address Details (It will be auto populated to some extent due to geo location capture along with latitude and longitude details mentioned below. 14 Click Add 15 Click Next 16 Address details get saved by default as both Invoice and Shipping Address.
124. Rural Retailer Creation- PSR Enter Name and click Add 17 Entered details get saved as a Contact. User can click Add to enter additional contact details. 18 Click Save 19 Click OK to confirm retailer creation 20
125. Rural Retailer Creation- SubDB Approval Go to SubDB login in Manager App and click New Retailer Approval 21 Click the Retailer which has been created by the PSR 22
126. Rural Retailer Creation- SubDB Approval Click approve after validating details. 23 Click Proceed after entering Remarks. 24
127. Rural Retailer Creation- SubDB Approval Click Yes 25 Successful Approval validation by SubDB
128. Rural Retailer Creation- ASE Approval Go to ASE login in Manager App and click Approvals. 26 Retailer Approval Request appears in the format of Pending/Total. Click on Pending hyperlink to open details 27
129. Rural Retailer Creation- ASE Approval Click the retailer which has flown in post SubDB approval. 28 Click Approve after validating details 29
130. Rural Retailer Creation- ASE Approval Click Proceed after entering Remarks 30 Click Yes 31
131. Rural Retailer Creation- CGTM Approval Go to CGTM Login and click Retailer Approval Request in Notifications 32 Select the retailer to be approved. 33 Click Approve 34
132. Rural Retailer Creation- CGTM Approval Click Proceed after entering remarks. 35 Click OK 36 CGTM Approval confirmation. 37
133. New SubDB Creation and Approval
134. PSR SubDB Creation- Flow
135. New SubDB Creation- PSR Login to PSR and go to New Sub-D Creation in Hamburger Menu. 1 Geotagging screen appears. Take image of retailer along with its board appearing clearly 2
136. New SubDB Creation- PSR Confirm taken photo 3 Enter retailer Mobile Number for receiving verification code 4 Click to send verification code 5
137. New SubDB Creation- PSR Enter verification code received by retailer 6 Click to verify 7 Enter either of: GST Certificate image of retailer OR Other company’s distributor purchase bill (Select company from dropdown below 8
138. New SubDB Creation- PSR Click and confirm image 9 Click New SubD Creation to go to new retailer 10
139. New SubDB Creation- PSR Enter profile details (mandatory fields include: Store Name, Outlet Type, Payment Type, Region, Zone, Area, Geo Location and Tax Location) 10 Click Next 11
140. New SubDB Creation- PSR Enter Attribute details (mandatory fields include SubD Attribute 1, Segmentation, Custom Attribute 3, Custom Attribute 4. 12 Enter New Address Details (It will be auto populated to some extent due to geo location capture along with latitude and longitude details mentioned below. 14 Click Next 13 Click Add 15
141. New SubDB Creation- PSR Click Next 16 Address details get saved by default as both Invoice and Shipping Address. Enter Name and click Add 17
142. New SubDB Creation- PSR Entered details get saved as a Contact. User can click Add to enter additional contact details. 18 Click Save 19 Click OK to confirm SubDB creation 20
143. New SubDB Creation- SS Approval Go to SS login in DMS and click Retailer Approval Request in Notifications. 21
144. New SubDB Creation- SS Approval Select the newly created SubdDB. 22 Click to go to Approval popup 23
145. New SubDB Creation- SS Approval Enter Remarks and click Proceed 24 Click OK 25 SS Approval completed 26
146. New SubDB Creation- ASE Approval Login to ASE in Manager App and go to Approvals 27 Retailer Approval Request appears in the format of Pending/Total. Click on Pending hyperlink to open details 28
147. New SubDB Creation- ASE Approval Click the SubDB which has flown after SS Approval. 29 Retailer details appear with Info, Address, Contact and Attributes
148. New SubDB Creation- ASE Approval Go to Contact Details and insert new SubDB User Code and Login ID 30 Click Check Availability to see if the system already has existing data with same details. 31 Validation to confirm that the SubDB details are unique.
149. New SubDB Creation- ASE Approval Click Approve 32 Click Proceed to confirm ASE approval. 33
150. New SubDB Creation- ASE Approval Click Yes. 34 Approval validation appears.
151. New SubDB Creation- CGTM Approval Go to CGTM login and click Retailer Approval Request in Notifications. 35 Select the SubDB details to be approved 36 Click Approve 37
152. New SubDB Creation- CGTM Approval Click Proceed after entering Remarks 38 Click Proceed after entering Remarks 39 CGTM Approval completed. 40
153. SubDB New Retailer Creation and Approval Training Content
154. SubDB New Retailer Creation- Flow
155. New Retailer Creation- SubDB Login to SubDB in Manager App and go to New Retailer Creation. 1 Take image of retailer along with its board appearing clearly 2
156. New Retailer Creation- SubDB Confirm taken photo 3 Enter retailer Mobile Number for receiving verification code 4
157. New Retailer Creation- SubDB Enter OTP and click Validate 5 Enter either of: GST Certificate image of retailer OR Other company’s distributor purchase bill (Select company from dropdown below 6
158. New Retailer Creation- SubDB Click and confirm image 7 Click Create New Retailer to go to new retailer details 8
159. New Retailer Creation- SubDB Enter profile details (mandatory fields include: Store Name, Outlet Type, Region, Zone, Area, Geo Location and Tax Location) 9 Click Proceed 10 Enter Attribute details (mandatory fields include SubD Attribute 1, Segmentation, Custom Attribute 3, Custom Attribute 4. 11 Click Proceed 12
160. New Retailer Creation- SubDB Enter New Address Details (It will be auto populated to some extent due to geo location capture along with latitude and longitude details mentioned below. 13 Click to open geo location map view 14 Click Save and Verify 15
161. New Retailer Creation- SubDB Geo Location Map View Click to open Edit Option 16
162. New Retailer Creation- SubDB Edit Option Click to add Contact 17
163. New Retailer Creation- SubDB Enter First Name, Last Name 18 Click to open Edit option 19 Click Submit 20
164. SubDB New Retailer Creation- ASE Approval Login to ASE in Manager App and go to Approvals 21 Retailer Approval Request appears in the format of Pending/Total. Click on Pending hyperlink to open details 22
165. SubDB New Retailer Creation- ASE Approval Click the SubDB which has flown after creation. 23 Retailer details appear with Info, Address, Contact and Attributes Click Approve 24
166. SubDB New Retailer Creation- ASE Approval Click Proceed 24
167. SubDB New Retailer Creation- ASM Approval Login to ASE in Manager App and go to Approvals 25 Retailer Approval Request appears in the format of Pending/Total. Click on Pending hyperlink to open details 26
168. SubDB New Retailer Creation- ASM Approval Click the SubDB which has flown after ASE approval. 27 Retailer details appear with Info, Address, Contact and Attributes Click Approve 28
169. SubDB New Retailer Creation- ASM Approval Click Proceed 29 Click Yes 30
170. SubDB New Retailer Creation- RM Approval Go to RM login in DMS or Manager App and click Retailer Approval Request in Notifications. 31
171. SubDB New Retailer Creation- RM Approval Select the retailer details to be approved 32 Click Approve 33
172. SubDB New Retailer Creation- RM Approval Click Proceed 34 Click OK 35
173. SubDB New Retailer Creation- RM Approval RM Approval completed.