CRI DMS PORTAL USER MANUAL
Contents
1. Aad 10 Minimum Stock Level Product wise Dealer DDP Activity Assignment For this Minimum Stock Level values fetched from our DMS Desktop application Totally depends upon Desktop Application inus To bate EE ay Minimum Value m cm CRI DMS PORTAL USER MANUAL the Customization and the same user can view the existing Forecasting by clicking the view button esir co ane Dore E m ian EER ul Prod Code femora E Ten E ee eon MM Lo CRIDMS PORTAL USER MANUAL 3 2 Stock Reservation Request Sales and Distribution Stock Reservation Request In this form is used to dealer can maintain some products as a reserve stock for this user have to fill the specified value as shown in below Screen Be mm M Competitor Price Entry Sales and Distribution Competitor Price Entry In this Form is used to Dealer can enter Competitor Price and Other information as specified in the below screen After entering the specified value user can save the value by clicking on save button and user can edit an existing information also by clicking the Edit from the below grid of the form as shown II Figure All the indic2. CRIDMS PORTAL USER MANUAL E Deer coe HEEE vente REE rom pate ERE him EET 7 3 DDP Approval Branch Executive can Approve Reject by selecting dealer and clicking on view button 7 4 Service Claim Request Approval Branch Executive can Approve Reject Service Claim Request by selecting dealer and clicking on Pending button 7 5 Stock Dilution Approvals This Form is used to approve stock dilution Request
3. Ref Tools Customization Definition 1 52 Status This General Master Used to Create Status like Approved Pending Rejected etc indicating fields are mandatory Ref Tools Customization Definition 1 53 Status This General Master Used to Create Status like Approved Pending Rejected etc indicating fields are mandatory Ref Tools Customization Definition 1 54 Industry Sector This General Master Used to Create Industry Sector like Chemical industry Refinery etc Indicating fields are mandatory Ref Tools Customization Definition CRI DMS PORTAL USER MANUAL Bii didum Value as shown below In that New customer created by based on their Account Groups momong sh S feum Den FE ots p m Prin rm S 8 e 2 2 New Dealer Request Dealer New Dealer Request In this Form Branch executive can create New Customer can created By Entering Specified Value as shown in the below screen and same can approve by admin login CRIDMS PORTAL USER MANUAL Dealer Code Address country District Area Fax Remark moa Regina Emre ne Telephone Pin Code New Dealer Detail are In this form User have to click on New Dealer User can create new dealer by entering specified value in Approved in progress and Rejected Dealer In grid as shown b
4. 2 5 1 Warranty Registration In This Form by Entering Valid Serial No person can view warranty Registration Details he can also add customer Details in by clicking on save button mm suam E Wo SERRE an cas 3 FH HORI retallen Characters fr Fe Maral stn Agite only rar pungs pes pos walsh Voltage fomite Oriy Motors and Pus sh Yor COo d Bm 1 1 3 J 1 1 1 gx 1 1 1 1 H TT CRIDMS PORTAL USER MANUAL n aw exp 5 2 Serial No History By Entering Valid Serial No and clicking on view button person can view serial no history in grid Fig 1 Customer Details CRIDMS PORTAL USER MANUAL Fi sus E eu EGUSCENERI testo cesa araneh Bars Sa oto PUMPS PI LTO UNTI HO Customs Details Foe 5 3 Service Call Entry In This Form By entering valid serial no he can view pump set details Filed observation details Service Details or can create new Service call Entry For Entered Serial E SEID amanan
5. Advertisement Master In this Master Advertisement Discount specified against advertisement material code In this form all the indicating fields are mandatory 1 37 Dealer Sector Avg Val Tools Customization Advertisement Master In This Master Admin can set Avg Val against selected Dealer and sector In this form all the indicating fields are mandatory 1 38 Dealer Mat Group Avg In This Master Admin can set Avg Val against selected Dealer and material group indicating fields are mandatory Ref Tools Customization Definition 1 39 Dealer Mat Sub Group Avg Val In This Master Admin can set Avg Val against selected Dealer and material Sub group indicating fields are mandatory Ref Tools Customization Definition 1 40 Assign Advertisement Materials to Branch This Master is used to assign advertisement materials to selected branch indicating fields are mandatory Ref Tools Customization Definition 1 41 Assign Forecast Period This Masters is Used for material forecasting transaction Purpose indicating fields are mandatory Ref Tools Customization Definition 1 42 Mediator Type This Masters is Used Create Mediator Type like Bore well Operator plumber etc indicating fields are mandatory Ref Tools Customization Definition 1 43 Defect Master This Masters is Used Create Defect Type Details like Winding Problem Rotor Problem indicating fields are mandatory Ref Tools Customiz
6. from below grid CRIDMS PORTAL USER MANUAL fee Approximate Price EOE s Contact Information cmi n MER Ex Es erasa con EST Na gus Er aser m Add ead Ta Gat dene ibam Meh OD 9829516782 2045670 2048 4667 6709 Cade Nome NATURE DESCRIPTION Sup COLOUR APPR peice ACTIVE DATAE 200 sonnan pasme Gus moomo me bm nemine _ cer Quas CRIDMS PORTAL USER MANUAL TOOLS 1 17 Define Payment Terms Tools Customization Define payment Term In this Form is used to Administrator Can Define Payment terms for transaction In this forms all the indicating fields are mandatory At the same time we can edit an existing Defined Payment terms fram below grid by clicking on Edit Doscnption Active ra Tue Em o Toe m Ek os wer Tue z merberiswth era mercis 1 18 Assign Users to Branch For Approval Tools Customization Assign Users to Branch Approval Administrator Can Assign Users to Branch for Approval of transaction like PO DDP Service Claim etc Whatever we assigned here for the user based on that all approval level comes for each transa
7. CRIDMS PORTAL USER MANUAL CRI DMS PORTAL DOCUMENTAION Coconut Software s Pvt Ltd Administratio1 User Master User Rights New Scheme Menu Master Sub Menu Master Country Master Region Master District Master City Master Area Master Function Doc No Range Business Center Area Functional Approval Setting Password Change Show Room Material New Customer New Dealer Request Dealer Detail Monthly Plan Order Non Plan Order Purchase Order Details Purchase Return Request DDP Activity Assignment Minimum Stock Level Group wise Maximum Stock Level Product wise CRIDMS PORTAL USER MANUAL Dealer Material Forcast Competitor Price Entry Monthly Stock Dealer Targets Entry Scheme View Warranty Registration Serial No History Service Call Entry Service Call Report New Product Requisition Advertisement Product Stock Dilution Dealer Activity Request Purchase Order Approval DDP Approvals Stock Dilution Approvals 1 Stock Reservation Request 2 3 4 5 1 1 2 3 4 Display Show Room Materials 1 2 3 4 5 1 Purchase Return Request Approval 2 3 Service Claim Request Approval 4 5 CRI DMS PORTAL USER MANUAL 1 1 Master Administration User Master In this User Master have two different types of User Group i Administrator ii CRI Corporate User Administrator can c
8. Code Red Re Active v Ie rame remark 2 croon plasti w h shte coat ven E 18 CRIDMS PORTAL USER MANUAL 6 5 Dealer Promotional Activity Request This form is used to Request Promotional Activity Done by Dealer r nmm z aR TU cj miro tart nos ae ag CRIDMS PORTAL USER MANUAL 7 1 Purchase Order Approval In this form is used for Branch Executives can Approve Reject Purchase order raised from dealer by selecting dealer and clicking on view button s can search individual dealer by clicking on Search Dealer Option PO details displays based on the selection of Option Button like MPO NPO APO Ref 2 4 Non Plan Order NPO created by Dealer After these records goes for next level of Approvals based on the Approval Level assigned by Admin in Functional Approval Settings E oar promos oe m ro e mmm hus cem 0 a Qs Pre Toral Remarks xs Jooo 00 Total w 7 GED 0 754 1051 RICO 32 1F Se 72 Purchase Retum Order Request In this form is used to Branch Executive can Approve Reject Purchase order Return Request from dealer by selecting dealer and clicking on view button
9. Home ree Depth Contonar hana Dare and Time Come 4 pun CRI DMS PORTAL USER MANUAL 5 4 Service Call Report In this Form Can View Service Call Report by Entering Valid Serial No 55 Service Call Report In this Form Can View Service Call Report by Entering Valid Serial No CRI DMS PORTAL USER MANUAL a 6 1 New Product Requisition In this Form Dealer can Enter Value for New Product tri 6 2 Advertisement Product In this Form Dealer Can View Advertisements Product And can also place order for selected item By clicking on Next Button See advertising samples for look and feel CRIDMS PORTAL USER MANUAL ET EERE asus Type ADVERTISEMENT Product nama m om Bl i ae 6 3 Stock dilution In this form dealer can request for non moving stock after Entering required information send for approval by clicking on save button E E CRIDMS PORTAL USER MANUAL 6 4 Display Show Room materials This Form Used to Request Show Room materials Created Ref 1 16 Show Room Materials Master By Entering Specified value person can request for show room materials code tm p OF teri ren Panic wih oie cose z li Enc Colour
10. al pee Purchase Ratum Rosset Approval eme Sonico Cain Request approval 1 3 New Scheme Administration New Scheme In this Menu New Scheme will create by Branch wise or Dealer wise or we can apply the scheme to all Branches and Dealers First of all we have to fill all the required information then User can click on Add Button for selected Branch or Dealer Once he completed adding process he can permanently save the details by clicking on save Button CRIDMS PORTAL USER MANUAL onal p m m um 77 mc Im Saar m lewe ALAMIN STEEL TRADEPS AHMEDABAD ar 1 4 Main Menu Master In this menu admin can assign Menu Wise Rights to HO Branch Dealer sub Dealer service center by clicking edit option form grid in this A Not Applicable Means No Rights for Selected Menu B Display by Default Means Rights Assigned to Him C Required Permission Means Individual Permission required for selected menu To on E a are RS CRIDMS PORTAL USER MANUAL 1 5 Sub Menu Master Administration Sub Menu Master In This Sub Menu admin can assign Sub Menu Wise Rights to HO Branch Dealer sub dealer service center by clicking edit option form grid in this 1 6 Country Master Administration Country Master To Create and edit Country Details 1 7 R
11. aracteristic to Product Sub Group Tools Customization Installation Characteristic master to Product Sub Group In this Master Installation characteristic assign to product sub group In this form all the indicating fields are mandatory 1 24 Assign Executives to Dealer Tools Customization Assign Executives to Dealer In this Master administrator can assign Executives to selected Dealer by selecting executive name and dealer name In this form all indicating fields are mandatory Ref Tools Customization Definition 1 25 Assign Distributor to Dealer Tools Customization Assign Distributor to Dealer In this Master administrator can assign distributor to selected Dealer in this indicating fields are mandatory Ref Tools Customization Definition 1 26 Monthly Plan Order Configuration Tools Customization Monthly Plan Order Configuration In this Master administrator can set branch wise monthly plan order by entering specified Value In this indicating fields are mandatory Ref Tools Customization Definition CRIDMS PORTAL USER MANUAL 1 27 Type of Target Tools Customization of target In this Master administrator can set target type for selected branch in this Indicating fields are mandatory 1 28 Branch Mat Group Target Period Tools Customization Branch Mat Group Target Period In this Master administrator can set target Period for selected b
12. ating fields are Mandatory a emn CRIDMS PORTAL USER MANUAL 3 Faide marked wit mandatory 3 4 Monthly Stock Sales and Distribution Monthly Stock In Monthly stock NON DMS Dealer can specify monthly stock details by entering the specified value as shown below fig Desk Cale Denier ese rav enaneeRs ecco a aac Ra ver Opening using 3 5 Dealer Targets Entry Sales and Distribution Dealer Targets Entry In this form is used to Branch Executive can set target to Dealer Dear Target CRIDMS PORTAL USER MANUAL Dealer E ALAM STEEL TRADERS ARMEDARAD aj Code Description May Ime p August Ocaber OPEN WELL SUBMERSIBLE PUMPS FROM ET SUBMERSIBLE k n CRIDMS PORTAL USER MANUAL 4 1 Scheme View In this is used to Branch and Dealer can View Created Scheme User can also place purchase order by clicking on Place purchase Order Link Then user can make a Non Plan Order Ref 2 6 NPO Bescripton Place Purchase Order ester cone Nene cues Annet NEO monon see nenn 2 Pay Toe Payment val 7 nea E Tara s CRIDMS PORTAL USER MANUAL
13. ation Definition 1 44 Enquiry Loss Reason This Masters Is Used Create Enquiry Loss Reason indicating fields are mandatory Ref Tools Customization Definition CRIDMS PORTAL USER MANUAL 1 45 Sales Return Reason This Masters is Created By Entering Specified Value and used in Purchase Return Transaction purpose indicating fields are mandatory Ref Tools Customization Definition 1 46 Customer Type In this Master Customer Type Defined like Institutional Customers Government Customer etc indicating fields are mandatory Ref Tools Customization Definition 1 47 Define Other Charges For Service In this Master Charges Defined for service like vat Tax Freight etc indicating fields are mandatory Ref Tools Customization Definition 1 48 Complaint Reason Complaint Reason created like low Voltage Pump Kept In Humid Conditions etc for transaction purpose indicating fields are mandatory Ref Tools Customization Definition 1 49 Complaint Type This Master Used to Create Complaint Type like Local Complaint Winding Burnout etc for transaction purpose indicating fields are mandatory Ref Tools Customization Definition 1 50 Transport Mode This General Master Used to Create Transport type like Air Road Rail etc indicating fields are mandatory Ref Tools Customization Definition 1 51 Tie This General Master Used to Create Title like Mr M s etc indicating fields are mandatory
14. ction In this form all the indicating fields are mandatory and we edit an existing Information by clicking an edit from the below grid CRIDMS PORTAL USER MANUAL Login VOI Branch coran gt a ces ail coat cee Fels tard wih are mandatory 1 19 Customer Account Group Tools Customization Customer Account Group In this Customization form is used to Administrator Can Create Customer Account Group like Government Home Sector etc for transaction In this indicating fields are mandatory vues peces j a Te E Fielde marked with mandatary 1 20 Feed Back Type Tools Customization Feed back Type This master is Used to Create Feedback type like Service business etc All the indicating fields are mandatory CRIDMS PORTAL USER MANUAL 1 21 Doc No Range Tools Customization Doc No Range In this form is Used to Administrator Can Create Document Number Doc No Range for selected year can also enter start Current no of selected doc type in this indicating fields are mandatory 1 22 Installation characteristic master Tools Customization Installation Characteristic master In this Master is used to create Installation information like well Bore well etc In this form all the indicating fields are mandatory 1 23 Assign Installation ch
15. egion Master Admini ration Region Master To Create and edit Region State Details 1 8 City Master Admini ration City Master To Create and edit City Details 1 9 District Master Administration District Master To Create and edit District Details 1 10 Area Master Administration Region Master To Create and edit Area Details 1 11 Dealer Target Control Administration Region Master In this Dealer Target Control Set for selecting branch and to view selection of materials assigned for branch by clicking on view button and target will be set by selecting month perm 3S 8 r EEE eee Ehe Ew CRIDMS PORTAL USER MANUAL 1 12 Function Doc No Range Administration Function Doc No Range In This Form Admin Can Create Number range for all the Transactions such as MPO NPO Stock Dilution etc Functen New Schere E 72008 Stan Curent No pem Year currere na Prosotoral hewt Master 20081000 1002 En Aevertsement Materia Order 1000 D NewProauet Reewaton 2008 1005 servos can caime 2006 2000 2002 MPO Monthy Pan Order 2000 80000 Est neo Non Pian order 2008 meo Purchase Return Request z00 Ex scHs Senema Master 10000 1 13 Assign Area To Business Ce
16. elow ogress Feci d CRIDMS PORTAL USER MANUAL mm panu E pos fal c p 2 4 Monthly Plan Order MPO Jealer Monthly Plan Order In this form Dealer can Place Order on Monthly Basis Dealer can search Material by entering initial information in search text box and clicking search option item will be populated based on search criteria Then we have to enter Qty Based on our Requirement in Total Qty text box If we have any urgent for that Product we put that Urgent Qty in Urgent Qty Field but it accepts only Maximum 40 of the Total Qty After entering required information we can add details and same time we can edit or delete by clicking Edit Delete button from below grid After adding all required items we have to Accept Terms amp Conditions by selecting checkbox This checkbox is Mandatory after that only we can save the Record For this Users don t have any Approvals eer Code Name Dee _ erem 8 m CET gima mn Sc n ET omes 1 mabm Frat ma heared E CRIDMS PORTAL USER MANUAL 2 5 Non Plan Order NPO Dealer Non Plan Order In this Form Dealer can place any Non Plan order Dealer can search material by entering initia
17. l information in search text and clicking search option item will be populated based on search criteria After entering required information user can add details and same time he can edit and Delete an existing record by clicking edit Delete button from bellow grid After adding all required items user have to Accept Terms amp Conditions by selecting checkbox This checkbox is Mandatory after that only we can save the Record then these records go for approval ommend gay ae mm Prosa wovenccerronsen 1 Na ov a ey Date ram Purchase Order Details Dealer PO View Amend In this form is used for user Dealer Admin Branch can view Information Regarding Approved Pending and Rejected Purchase Order details By Clicking Approved Pending Rejected Button after that user can view the details of the PO by clicking the Detail button from the below grid and also here user can edit an existing records After that user can click the Recalculate Pricing button if users do any changes in an existing record then only the Price will be recalculated After that User can save the records by clicking the save button If user has changed any records after that it goes for approval CRIDMS PORTAL USER MANUAL Ss aeta qa Fram Date RFA Tobe FRE Decne Doc Date LN
18. neueren 559 94 sot Purch PONS 1055 De e roven Saon om EEE E wm o o are Purchase Return Request Dealer Purchase Return Request In this Form Dealer Can Send Request for Purchase Return Approval By Entering Specified Value as mentioned in below screen After that only it goes to Purchase return Approval CRIDMS PORTAL USER MANUAL 31 unns E Lawn ss onan arene PO ert ns 0 vowomcr m Suomena v uem wl wn he arco Tema coe 2 8 Dealer Development Pian DDP Activity Assignment Dealer DDP Activity Assignment Here Branch Executives Admin can set DDP for Selected Dealer by entering the specified value as mentioned in below screen after that it goes to approval by clicking on save Button DDP Activity Assignment eee B fee Em eater v Deser s un Activity Objective El a En Em j E DE m gt 2 9 Minimum Stock Level Group wise Dealer DDP Activity Assignment CRIDMS PORTAL USER MANUAL For this Minimum Stock Level values fetched from our DMS Desktop application Totally depends upon the Desktop Application D sr a From Daw eamm Ta Daw EZE minimum value 1
19. nter Administration Assign Area To Business Center In this form we can assign area to particular business centre like Coimbatore Mumbai etc 1 14 Functional Approval Setting Administration Assign Area To Business Center In this Form Admin Can set Approval Level for Functions like Assignment Service Claim either we can specify form and to value maximum level required for transaction Same time we can assign Person who will be approve transaction Assigned Level He can save the record by clicking on the save Button CRIDMS PORTAL USER MANUAL ranch ces et E Mem E Eo 1 nan EAP m zd 1 15 Password Change Administration Password Change In this form Every User Can Change Password here by entering old Password new and conforming password m p m p mapama Folds marked with ara mandatory 1 16 Show Room Materials Master Administration Show Room Materials This Master Is Used for Creating Show Room Materials by entering specified value We can also upload image by browsing image and uploading image by clicking Upload button After Uploading that image displays in right side of the form We can add Information by clicking Add Button Then we can save it permanently by clicking save button we can also edit the existing image amp information by clicking on edit
20. ranch by Group wise in this indicating fields are mandatory 1 29 Branch Mat Sub Group Target Period Tools Customization Branch Mat Sub Group Target Period In this Master administrator can set target Period for selected branch by Mat Sub Group wise in this indicating fields are mandatory 1 30 Branch Sector Target Period Tools Customization Branch Sector Group Target Period In this Master administrator can set Sector wise target period In this form all the Indicating fields are mandatory 1 31 Assign Product Sub Group to Executives Tools Customization Assign Product Sub Group to Executives In this Master administrator can assign Product Sub Group in this indicating fields are mandatory 1 32 Activity Groups Tools Customization Activity Groups Activity Group is defined for Activity like Advertising Mechanic Meet etc in this indicating fields are mandatory 1 33 Activity Master Tools Customization Activity Master Activity Master is defined based on selection activity Group of Like Wall Painting Exchange offer etc in this indicating fields are mandatory Ref Tools Customization Definition 1 34 Competitor Master Tools Customization Competitor Master Competitor Master created by Entering Competitor Code and Name In this all the Indicating fields are mandatory CRIDMS PORTAL USER MANUAL 1 35 Advertisement Discount Tools Customization
21. reate users for HO Head Office and Branch Here we can specify the user group and user id populates automatically Here we have to add User Name then assign Login Id amp password 1f we select CRI Corporate User then we can add Branch details against the New User and same screen admin can edit the Exiting User Information ELM El PME c Tus oos 2 ram som Ei eoi oore KRISHNAKUMAR e et Mores dem me 1 2 User Rights Administra User Rights i Administrator can assign users Rights Either as admin or CRI Corporate If You Selected CRI Corporate User then Branch will displayed and User will filled 5 per the selection of Branch and we can also assign rights from an existing user by Copy From Option In this case we have to select any Existing User the same rights will assign New User CRIDMS PORTAL USER MANUAL mm CRI users W User korom gt ii We can view sub menu attached to main menu by selection of parent and clicking view Button Select Parent approval View J None SHEET ESERIN Approval Details m Purcheze Order approval m Purchase Order Approval saes Daten ee ba Purchase Ratum Rosset Approv
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