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USER MANUAL

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1. The plan for any selected month can be displayed and printed if required The monthly tour plan will be shown for the selected parameters with a provision to drill down to the details for each day of the plan a Date A date of the month for which plan has been defined b Day Day of the week for each date of the month c Work day The work day as per the standard tour plan d Location Name of the town planned for visit for each date on the month e Location type Type of the town as defined in the standard tour plan Viz HQ Ex HQ Outstation etc f Patch Name of the patch planned in the selected town and date g Chemists Total number of chemists to be met in the selected town patch and on specific date h Chemists Total number of chemists to be met in the selected town patch and on specific date i Joint Working Name of the person with whom joint work would be done on the given date User Manual Representative Web 2 3 Page 19 of 81 Dower smart salesforce solutions 2 Field Work Management a Record daily activity report i Preparing for field work entry based on plan Getting there Login gt Select Field Work menu option gt Select DCR Entry Option The Daily Activity Report Screen initially shows only a header containing the DCR date and activity type If a tour plan for the month is created the customers selected in the tour pl
2. Sy p YOUR LOGO SPACE res t salesforce solutions P Pa na aa ie e e a TORI Temitory business Rep cm Activity Entry Date 03 jan 2009 Select Customers Add Unlisted NCA Leave Remarks Seq Session Town Patch CustomerName Details JW PP SQ POB GPI Dr FB Iss IssCls RCPA ChFB Obj rock Sok Action o Govandi001 Govandi001 Dr AMIT SHOBHAVAT x x xX x x x x x x Remove o Govandi001 Govandi001 Dr PARVATI BANO x x x x x x x x x Remove 0 Govandi001 Govandi001 Dr MAHADEV SANE x x x x x x x x x Remove o Govandi001 Govandi001 Dr KUSHAL CHAUDHARI x x x x x x x x x Remove o Govandi001 Govandi001 Dr NILIMA THAKUR x x x x x x x x x Remove o Govandi001 Govandi001 Dr NITIN TAYADE x x x x x x x x x Remove o Govandi001 Govandi001 Dr A C CHIKHALIKAR x x x x a sm a x Remove 1 Page 1 of 1 7 items Delete Draft Submit DAR Remove All i DETAILS Clicking on Details will displayed the following screen Four i dower LOGO smart salesforce solutions ae c Field Work Expense Security Help Logout TAR Territory Business Rep Details Customer Name DrAMIT SHOBHAVAT Sequence kt Session Afternoon Activity ean z Time Spent 10 z Cancel SaveDraft 1 Customer Name The name of the customer will be displayed 2 Sequence The sequence no to be entered 3 Session Select the session from the drop down 4 Activity Select the activity i e call
3. ema a Customer Name Ch Chemist One Sequence 14 Session Afternoon Activity Call Time Spent a0 mins IssueNo Issue Type Priority Brand Department Person Issue Closed Remove dasf dsfe dsaf sdaf sdaf i z z dfasdf sadfsd fasdf 500443 Brand Quality High Ovm Brand Group Two Qualilty Admin eerie Saf ao ae x Remove sdfasdfasdfasdf 500444 General Querry High Ovm Brand Group Two Qualilty Final Test ABM sdaf asdf sadf Remove 500445 Inforamation Request High Ovm Brand Group Four Qualilty Final Test ABM asd asdfasdf sdaf asdfsdf Remove 1 Page 1 of 1 3 items Issue Ee OOO Raised By OO Reply pee o OOOO Reply From Os Closing Remarks es Cancel Add To List Delete Draft Save Draft 1 Issue Type The Issue type will be selected from the drop down 2 Priority The REP will select the priority of the issue i e high medium and low 3 Brand If any issue is related to brand then brand also can be selected from the drop down 4 Department The department to whom the issue has to be forwarded will be selected 5 Person The person to whom the issue will be reported to be selected from drop down 6 Issue The issue to be typed This is a free text field 7 Add to List After the feedback is entered click on ADD TO LIST to add another issue 8 Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft wi
4. Page 4 of 81 ower smart salesforce solutions m 2 Logging on a User Login The MPower application is secured by a user password On accessing the main MPower web site you will see a page containing a user code and password Login Page Master Windows Internet Explorer E13 be http qe cirrius com mPower2 1 login aspx x bed x ui ve Search e File Edit View Favorites Tools Help we a ims Master a d E Page Gols Code E Name EFAA RJJ Password YAY LE I ji smart salesforce solutions ze P _ 2 Local intranet Q10 start Internet Explorer ff manuals Ty mPower MR Web Use W 5550000 fm aaa A 2 NB tizem 1 Web Site Address a After opening internet explorer type in the address bar the name of the MPower web site http www mympower co in 2 Login User Name a Input the user short name which has been allocated by administrator in the name field User Manual Representative Web 2 3 Page 5 of 81 im ipower mart s
5. g Specialty Specialty of the doctor being requested for addition h Qualification Qualification to be selected from the drop down i Class Class of the doctor being requested for addition j Frequency Frequency of the doctor being requested for addition k Reason Remarks to indicate reason for adding the Customer User Manual Representative Web 2 3 Page 73 of 81 m power mart salesforce solutions Chemist Stockist add Request 1 rn fa BE sb Page Gp Tools We a She Chemist Stockist Addition Request OWE aft salesforce solutions tome Master Planning Field Work Expense Security Help Logout TERI Territory Business Rep Chemist Stockist Addition Request mM ip Territory Mumbai1s z Rep TBRi First Name Customer Type chemist Patch wy Tovm A Class wy Frequency fi ol Reason A i Submit Clear 1 Add request a Territory Territory to which the REP is attached will be displayed b REP The name of the REP under the territory will be displayed c First Name Free Text entry d Customer Type Chemist or stockiest e Patch Patch to which the Customer is to be configured Patches belonging to the REP will only be shown f Town town to which the Customer is attached The list of town configured to the REP will only be shown g Class Class of the doctor being
6. m power mart salesforce solutions b Recording Non Call Activity Getting there Login gt Select Field Work menu option gt Select DCR Entry option gt Select NCA Tab In case part of a field day is used for some non field activities unplanned then while recording DAR this non field information can be captured p m LOGO ipower AAC mart salesforce solutions Home master Planning Field work Expense Help Logout Z TERI Territory Business Rep NCA Type Half Day Town Time Spent Sequence Remarks Edit Command Page 1 of 0 0 items Territory mumbai Type Cycle Meeting x Half Day 7 Town Andheri a sea Time Spent omns z Sequence zf Remarks Meting Cancel Add To List Save Draft 1 Territory Territory to be selected from the drop down where the user had done NCA from drop down 2 Type The NCA type to be selected from the drop down 3 Half Day If the user marks on Half day the NCA will be counted as Half Day NCA and if not marked then the NCA will be counted as Full Day NCA 4 Town Town to be selected from the drop down where the user had done NCA from drop down 5 Unlisted If the user had visited the town which is not in his geographical hierarchy he can enter the name of the town here This is a free text field 6 Time Spent The time spent to be selected from the drop down 7 Sequence The Sequence of
7. All None Data Not Available Page 1 of 0 0 items 1 Customer Selection On clicking on a Customer button the Customer selection list will be opened Here all parties configured for the selected patches will be shown The REP can select one or more Customer names from the list 2 After the selection is complete confirm the selection by pressing the ADD button Customer Selection Customer Selected Patch Name Town Name Type Name Short Name Speciality VF Class Data Not Available Page 1 of O 0 items 3 On pressing ADD button go to Customer Selected TAB the selected customers will be displayed 4 Click on DONE button to confirm the selection User Manual Representative Web 2 3 Page 13 of 81 mM power mart salesforce solutions b Defining and Managing Monthly Tour Plan Getting there Login gt Go to Planning menu gt Select Monthly Tour Plan Entry i Configure plan for a specific month A monthly plan can be created using the Monthly Tour Plan MTP Open the monthly tour plan screen and select the month in the header after which the days of the month are populated and plotted with the days from Standard Tour Program After selecting the month and year all the dates of the month are listed in the detail of the monthly tour plan Any line of entry can be edited by using the edit link against the same The patches and Customer can be modified by clicking the pat
8. Product Promotion After following the procedure described in sections Selecting a doctor and Set visit date and time the products which have been promoted can be selected in the PP block The values for the columns sample quantity and order booked have to be set The detailed or reminded have to also be flagged Register Joint Working After following the procedure described in sections Selecting a doctor and Set visit date and time details of the person worked with can be selected in the Joint Working block In case the name of the person is not in the list then select the unlisted option and type the name of the person in the field provided under the JW block Record Gift Distribution After following the procedure described in sections Selecting a doctor and Set visit date and time the gifts and promotional items quantity distributed can be set for the gifts and promotional items in the gifts block Concluding a doctors visit The outcome of a visit can be mentioned in the conclusion block of the daily report After following the procedure described in sections Selecting a doctor and Set visit date and time the visit conclusion and next visit objective has to be entered here Any change in the doctor s strategy can also be entered here User Manual Representative Web 2 3 Page 23 of 81 power mart salesforce solutions Field Day Doctor Entry
9. mart salesforce solutions i Rep Location The location of the REP j Escalated to The name and the designation of the person to whom the issue has been escalated k Replied Date The date on which the person to whom the issue has been escalated replies l Reply The description of the reply will be displayed m Closure Date The date on which the REP closes the issue n Closing Remarks The closing remarks added by the REP will be displayed o Elapse Days The no of days till which the issue is opened vii Pending Issues The use of this report is to view all the issues which are in pending state with the REP till date Report w ee Doe Pending Issues gt gt Gl abe Pag Toos H m Joor ipower a smart salesforce solutions a mea TBR1 Tervitory Business Rep Pending Issues Customer Name Issue No Issue Type Priority Brand Name Department Issue RepName Page 1 of 0 0 items List of Column Specification a Customer Name The name of the customer will be displayed b Issue No The Issue no which is pending will be displayed c Issue type The type of the issue will be displayed d Priority The priority of the issue will be displayed e Brand Name The brand name will be displayed f Department The department to which the issue is escalated will be displayed g Issue The description of the issue will be displayed h Name The name of
10. Introduction 1 Purpose of the Manual This manual contains information for establishing your work using this software Use this manual as a self learning textbook It describes various reporting functions that are provided in the mobile application It will guide you through each of the facilities within MPower 2 Intended Readership This manual has been written keeping in mind the end user who uses the application and which mainly acts as a reference manual 3 How to use this document This manual is designed to get you up and using the MPower application If you are new to the software we strongly suggest you read through this publication along with the software It gives step by step description as to how the whole application works The required functionality can be located in the document from the index Follow the page number to reach the required functionality Refer to Getting there section to understand how to navigate to the required destination Follow each step as mentioned in the manual and use the associated graphic images as a guide to check in case of any doubt User Manual Representative Web 2 3 Page 3 of 81 im power art salesforce solutions Getting Started 1 System Architecture The web enabled part of MPower is an internet based system through which the field sales representatives can capture their daily visit reports Brand Manager Secondary Field User Manual Representative Web 2 3
11. Last visit date The last visit date is displayed I No of days since last visit No of days lapsed since the last visit date to the doctor User Manual Representative Web 2 3 Page 65 of 81 m ipower mart salesforce solutions vi Leave Balance Report The intension of this report is to view the leaves taken and the leave balance of the REPs during a particular period Parameters a BU Name of the REP s Business unit is shown by default This is not modifiable by REP However it is selectable if the login is a manager b Level Select the level from the list for which area the report has to be seen c Location By default it is blank Location has to be selected from a list of areas attached to the REP d User Name of the REP who has logged in is shown by default This is not modifiable This is not Report w we She LeaveBalance Report ay N7 dah 1 gt Page v T Tools gt 7 LOGO ipower ea smart salesforce solutions Home Master Planning Fieldwork Expense Security Help Logout TBR1 Territory Business Rep Leave Balance Report BU PGT x Level 4 Territory 7 x Location Mumbai18s 7 w User TBR1 x s ee Show FA RepName RepLocation Leave OpenBalDate Opening Balance Availed Balance Available TBRL Mumbaiis Monthly Leave it is 0 TBR1 Mumbaiis Emergency Leave 0 o o TBR1L Mumbaiis New Type o 2 is TBRL Mumbaiis Sick Leave o o o TBR1 Mumbaii8 Paid Leave o 0 e TB
12. r Coverage No of doctors covered at least once total no of doctors in the list s Visit Freq coverage No of doctors covered as per the predefined visit frequency total no of doctors in the list User Manual Representative Web 2 3 Page 61 of 81 m ipower mart salesforce solutions ix Doctor visit pattern Parameters a BU Name of the REP s Business unit is shown by default This is not modifiable by REP However it is selectable if the login is a manager b Level Select the level from the list for which area the report has to be seen c Location By default it is blank Area has to be selected from a list attached d REP This is not modifiable by REP It is selectable if the login is a manager e Specialty Selection of specialty from a list f Class Selection of doctor class g Visit Frequency Input of doctor visit frequency h Doctor Name Type the name of a doctor to get the reports of that particular doctor i From Month The month from which analytics is to be viewed j To Month The month up to which analytics is to be viewed Report Ve Be he Doctor Visit Pattern Q BD why iPage e Gj Tools m y H YOUR ipower ae SPACE I smart salesforce solutions y Home master Planning Field work Expense Security Help Logout TER1 Territory Business Rep Doctor Visit Pattern BU PGT v Level 4 Territory 7 Location Mumbai1s 7 Re
13. 5 PGT TBR1 Territory Mumbai18 250 260 37 1 1 o 1 210 48 220 16 16 Total 250 260 37 1 1 0 1 210 48 220 16 16 1 Page 1 of 1 C items The report shows a summary of REP s coverage with respect to class and visit frequency of doctors a BU Name of business unit as selected b Level Name if the Level to which the doctor is attached c Location Name of the town to which the doctor is attached d Rep Name of the REP e Specialty Specialty of the Doctor to be selected f Class Doctor class as selected in parameters User Manual Representative Web 2 3 Page 60 of 81 im ipower mart salesforce solutions g Visit frequency Visit frequency of doctors h Total Doctors Total number of doctors who belong to the selected town class and visit frequency i Ideal calls Total no of calls required to be made as per the visit frequency of doctors j Doctors met once The number of doctors met only once k Doctors met twice The number of doctors met only twice Doctors met thrice The number of doctors met only thrice m Doctors met four times The number of doctors met four times n Doctors met five times The number of doctors met five and more times o Missed doctors No of doctors not met even once p Total calls made Total no of calls made to all the listed doctors during the month q Missed calls No of calls missed as per the visit frequency of doctors
14. Nes To ka j CHENPOB CHEMObiective CHEMGPI RCPAEntry CHEMFeedback ChemCloselssue CHEMIWW CHEMissue 3 IDr Qc Dr4 QC DR4 C Campaign2 BEAU vening i P 2 Malad Malad B Yes SO paha OrCloselssue DRGPI DRissue DR Objective DRFeedback DROP DRIWW 3 1 Dr Qc Dr5 QC DRS Call 3 Malad Malad BEAU ves Be mine IDRGPI DRissue DRObiective DRFeedback DREP DRIWW 1 Call Malad malad fSt Qe Stk ves io mog STKobjective STKIWW STKFeedback STKInventory 5 ICh Qe Chm2 c s Malad Malad Chem B Nes o pein ICHENPOB CHEM Obiective CHEMGPI RCPAEntry CHEMFeedback ChemCloselssue CHEMIWW CHEMissue 2 gt k Month To Date Summary Doctor Calls Chemist Calls EEE Status Stockist Calls Dr Ch Listed Planned Listed UnPlanned Unlisted Total Listed Planned Listed UnPlanned Unlisted Total Today 2 o of 2 1 o o 1 1 2400 B F 7 1 of 8 3 o aj 2 104850 cum 9 1 of 10 4 1 o s 3 107250 Average 2 0 22 o 2 22 0 88 0 22 o 1 11f 0 66 23833 33 Manager s Comment Date Managers Comments Page 1 of 0 0 items User Manual Representative Web 2 3 Page 54 of 81 m power 1 Visit details shown in DAR for Doctor Chemist and Stockist Location The location where the user has made his call will be displayed mart salesforce solutions Customer Details The details of the customers will be displayed to whom the calls were made Planned If the calls were pl
15. One R15 SR 20 E g Update Cancel SKU One R16 SR 21 Edit SKU One R17 SR 22 Edit SKU Two R25 SR 25 Edit SKU Two R26 SR 26 Edit SKU Two R27 SR 27 Edit SKU Three R30 SR 35 Edit SKU Three R31 SR 36 Edit SKU Three R32 SR 37 Edit SKU Four R100 SR 135 Edit SKU Four R150 SR 236 Edit SKU Four R200 SR 337 Edit SKU Five R100 SR 135 Edit SKU Five R150 SR 236 Edit SKU Five R200 SR 337 Edit 12 Page 1 of 2 20 items Cancel Delete Save Draft xl 1 The REP will click on EDIT link to enter the SQ POB Q V and Rx Q V After entering the data he will click on Update link 2 Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft will save the entry User Manual Representative Web 2 3 Page 27 of 81 m power mart salesforce solutions vV GIFT AND PROMOTIONAL INPUTS Clicking on GPI will displayed the following screen Tisma salesforce solutions p Home Master Planning Field work Expense Help Logout Final Test Rep Territory Business Rep Gifts amp Promotional Inputs Customer Name Dr Doctor One Doctor One Sequence 1 Session Afternoon Activity Call Time Spent fio mins Drag a column to this area to group by it Search l GPI QTY Edit Command gt Calender100 5 Update Cancel PenRate150 Edit DiaryRate250 Edit PratibhaDGift Edit SushantDGift Edit HiteshDGift Edit 1 Page 1 of 1 6 items Cancel Del
16. The stockist whose activity report is to be made has to be first searched in the stockist grid The name of the stockist is shown in the Stockist Name field after selecting the entry from the stockist selection grid Set the visit date In the header of the daily activity report Select the activity type as FIELD DAY and the DATE is automatically set as the activity date for which the DAR is to be posted The date cannot be manually entered Capture visit information To capture information about the stockist visit the name will have to be selected from the stockist block and then details for the same will have to be entered in the remarks column User Manual Representative Web 2 3 Page 43 of 81 m ipower mart salesforce solutions Field Day Stockist Entry i DETAILS Clicking on DETAILS will displayed the following screen im rou power PAC SPACE LB smart salesforce solutions SRG ai Home master Planning Fieldwork Expense Help Logout Z TER1 Territory Business Rep Details Customer Name 5t Qc S Sequence 5 Session Afternoon z Activity cai z Time Spent 20 mins 7 Cancel SaveDraft 1 Customer Name The name of the customer will be displayed 2 Sequence The sequence no to be entered 3 Session Select the session from the drop down 4 Activity Select the activity i e call or campaign 5 Time spent Select the time spent from the drop down 6
17. in the respective month are shown separated by commas The number of months is shown as per the selected period in parameters k Total visits Total no of visits in the selected period User Manual Representative Web 2 3 Page 63 of 81 power mart salesforce solutions nnn nn d s x Missed Doctor Calls Parameters a BU Name of the REP s Business unit is shown by default This is not modifiable by REP However it is selectable if the login is a manager b Level Select the level from the list for which area the report has to be seen c Location By default it is blank Area has to be selected from a list attached d REP This is not modifiable by REP It is selectable if the login is a manager e Specialty Selection of specialty from a list f Class Selection of doctor class g Visit Frequency Input of doctor visit frequency h Month The period for which the missed call details is to be viewed Report w d a Missed Doctor Calls Report f p E v b Page 9 Tools H F YOUR ipower SPA SPACE I smart salesforce solutions P Home Master Planning Field work Expense Security Help Logout TAR1 Territory Business Rep Missed Doctor Calls BU PGT w Level 4 Territory x Location Mumbai1e x Speciality z Class 7 Visit Frequency x Month bec mf200 _ Show Report _ F Dr Name Dr Sname Rep Locat
18. manually in the summary grid Define sequence of visits Open the summary of people and places visited by referring to the section Select Places and People visited The list of parties listed in the summary is shown in sequence of selection The sequence column will have to be edited in the sequence of the visits If the sequence has to be changed then the sequence can be changed by clicking on edit link against individual parties User Manual Representative Web 2 3 Page 22 of 81 mM power mart salesforce solutions iii Doctor Visit Getting there Login gt Select Field Work menu option gt Select DCR Entry option Selecting a doctor Open the daily activity screen and select the doctors TAB The summary of doctors selected from the plan and additional unplanned doctors are visible in a grid for selection To know how this grid is prepared refer to the section Preparing for field work entry based on plan and Preparing for field work entry without a tour plan The doctor whose activity report is to be made has to be first searched in the doctor s grid The name of the doctor is shown in the Doctor Name field after selecting the entry from the doctor selection grid Set visit date and time for Activity report In the header of the daily activity report Select the activity type as FIELD DAY and the DATE is automatically set as the activity date for which the DAR is to be posted The date cannot be manually entered
19. or campaign 5 Time spent Select the time spent from the drop down 6 Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft will save the entry User Manual Representative Web 2 3 Page 24 of 81 m power mart salesforce solutions ii JOINT WORK Clicking on JW will displayed the following screen Home Master Planning Fieldwork Expense Security Help Logout Joint Work TBR1 Territory Business Rep Customer Name Dr amir SHOBHAVAT Sequence 1 Session Afternoon Activity fea Time Spent fio ti COCS Designation Name Select Administrator Admin O Secretary Ashita Vaz mj Marketing Manager Anuja Naik Head Strategy amp OE Dr Markus Rueckels Managing Director Dr Marek Dziki cr Product Executive Jeevitha J S m Head Sales Planning Mukesh Vaidya Area Business Manager New ABM1 r Regional Business Manager New RBM m Product Manager Prativa Pradhan O 12 Page 1 of 2 15 items Add Unlisted 7 Cancel Delete Draft Save Draft 1 The REP will mark in the check box to assign a manager as joint work 2 Add unlisted If the REP has visited the customer with an unlisted person then he will type the name 3 Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft will save the entry User Manual Representative Web 2 3 Page 25 of 81 m ipower mart salesforce solutions i
20. requested for addition h Frequency Frequency of the doctor being requested for addition i Reason Remarks to indicate reason for adding the Customer User Manual Representative Web 2 3 Page 74 of 81 m ipower mart salesforce solutions Doctor Delete Request Ww ake po Customer Deletion Request ipower LB smart salesforce solutions Planning Field Work Expense Security Help Logout A Bl A Page O Toos Bross LOGO SPACE TBR1 Territory Business Rep Customer Deletion Request Territory Murnbai1s z Customer Type A Patch zj Short Name Specialty Qualification Rep TBR1 Tovm v Name z Class VF Reason ig Submit Clear Territory Rep Customer type Town Patch oO oON gt REP will only be shown Name Short Name Specialty Class 10 Qualification 11 Frequency 12 Reason ON User Manual Representative Web 2 3 Territory to which the REP is attached will be displayed The name of the REP under the territory will be displayed Filter to restrict Customer list to the selected type Town to which the Customer is attached The list of town configured to the Patch to which the Customer is to be configured Patches belonging to the The Name of the customer The Short Name of the customer Specialty of the doctor being requested for addition Class of the doctor bein
21. t S Time Spent fio mins ObjType Objective brandname Rating Comments Edit Command Page 1 of 0 0 items Objective Type Fourth Objective wd Brand Own Brand Group One Objective Awareness Rating 10 to 20 z Comments Average Add To List Cancel Delete Draft Save Draft 1 Objective Type The Objective type to be selected from the drop down 2 Brand If the objective is related to brand then brand can be selected from the drop down 3 Objective Describe the Objective This is a free text field 4 Ratings Ratings to be selected from the drop down 5 Comments Comments to be added This is a free text field 6 Add to List After the feedback is entered click on ADD TO LIST to add another issue 7 Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft will save the entry User Manual Representative Web 2 3 Page 46 of 81 Dower art salesforce solutions iv STOCK ENTRY Boos Ip OW LOGO SPACE sm MPW74 a art salesforce fer Master Planning Field Work Expense Help Logout Z TBR1 Territory Business Rep Stock a Customer feast oS Nema St Qc Stk1 Sequence i Session morning Activity fcr t S Time Spent jio mins Brand 7 stock Receipt Return Action SKU One R15 SR 20 25 10 5 Edit SKU One R16 SR 21 Edit SKU One R17 SR 22 Edit SKU Two R25 SR 25 Edit SKU Two R26 SR 26 E
22. the NCA to be mentioned 8 Remarks The user can enter remarks This is a free text field User Manual Representative Web 2 3 Page 49 of 81 m ipower mart salesforce solutions 9 Add to List If the user has had more than one NCA then he can enter another NCA by clicking this button 10 Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft will save the entry User Manual Representative Web 2 3 Page 50 of 81 ower smart salesforce solutions nag c Recording a leave Getting there Login gt Select Field Work menu option gt Select DCR entry gt Select Leave Tab i Capture leave details After clicking on LEAVE the purpose of taking the leave must be entered in the Remarks column provided Leave art salesforce soluti l Master Planning Field Work Expense Help Logout itory Busi Z TBR1 Territory Business Rep power S Leave Leave Type Casual Leave 7 Remarks Personal Reasons Reference No mr Ramesh Cancel Save Draft 1 Leave Type The Leave type to be selected from the drop down 2 Remarks The user can enter remarks This is a free text field Reference The user can enter with whom has he referred to for prior to entering a leave This is a free text field Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft will save the entry User Manual Representative
23. 0502 Brand Quality High Ovm Brand Group One General Admin sgfklsdfgklsgfklsgdfklgsdfklgsdifkgklsdgfklsdgf Edit Remove 500503 Brand Quality High Ovm Brand Group One Qualilty Admin asd fasdfs afasd f Edit Remove 500504 Brand Quality High Ovm Brand Group One Qualilty Admin sad fasdf asdfasd Edit Remove 1 Page 1 of 1 5 items IssueType Select x Priority Select 7 Brand Select Brand 7 Department Select z Person Select x Issue Cancel Add To List Delete Draft Save Draft 1 Issue Type The Issue type will be selected from the drop down 2 Priority The REP will select the priority of the issue i e high medium and low 3 Brand If any issue is related to brand then brand also can be selected from the drop down 4 Department The department to whom the issue has to be forwarded will be selected 5 Person The person to whom the issue will be reported to be selected from drop down 6 Issue The issue to be typed This is a free text field 7 Add to List After the feedback is entered click on ADD TO LIST to add another issue 8 Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft will save the entry User Manual Representative Web 2 3 Page 38 of 81 m ipower mart salesforce solutions vi ISSUE CLOSURE Clicking on ISSCLS will displayed the following screen ipower a mart salesforce solutions
24. Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft will save the entry User Manual Representative Web 2 3 Page 44 of 81 m ipower mart salesforce solutions ii JOINT WORK Clicking on JW will displayed the following screen a y al YOUR i I power aay mart salesforce solutions Joint Work Customer Name tae Stki Sequence 1 Session Morning Activity fean Time Spent fio mins Designation Name Select gt Administrstor Admin Vv Area Business Manager Qc ABM2 O Territory Business Rep QC TERS O Area Business Manager Z ABM1 E 1 Page 1 of 1 4 items Add Unlisted 7 Cancel Delete Draft Save Draft 1 The REP will mark in the check box to assign a manager as joint work 2 Add unlisted If the REP has visited the customer with an unlisted person then he will type the name 3 Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft will save the entry User Manual Representative Web 2 3 Page 45 of 81 m ipower mart salesforce solutions iii OBJECTIVES Clicking on OBJ will displayed the following screen E m F H YOUR I LOGO Mew gs LB smart salesforce solutions r aa Home Master Planning Fieldwork Expense Help Logout Z TBR Territory Business Rep Objective Entry Customer Name St Qc Stk1 Sequence iJ Session Morning Activity car
25. Ch POB Stk Alarms PA Territory ae mee Jasons TS ERE i i P g afr ae a fm Pending Request Drag a column to this area to group by it Date Type Details Status Status Date Pending 6 Search ith Delete a Message Board Date Name User Manual Representative Web 2 3 Page 9 of 81 mM power mart salesforce solutions Using the system a Defining and Managing Standard Tour Plan Getting there Login gt Go to Planning menu gt Select Standard Tour Program Entry i Create Standard Tour Plan Open the Standard Tour Program screen which will initially be blank with list of week days Press the Patch link to insert a location and press OK button This creates the line of entry for the first day Similarly add all the line of entries after selecting location types Next the parties can be selected for each day by clicking on the button against each line of entry consecutively Finally the Standard Tour Program can be saved using the SAVE button After saving the Standard Tour Program cannot be modified ii Plan for areas to be visited in the Standard Tour Plan The patch column in the Standard Tour Program has a provision to select the area of work Open the Standard Tour Program and click on the patch link against the required line of entry Then a list of all patches attached to the REP will be shown for selection in a separate window One or more patches can be
26. R1 Mumbaiis ABC o 0 o TBR1 Mumbaiis Casual Leave o 7 7 TBR1 Mumbaiis TEST o o o TBRL Mumbaiis Others Leave o 0 o TBR1 Mumbaiis TEST 25 is o 12 1 Page 1 of 1 10 items On clicking the link in the Month column the list of leaves will be displayed below including the reason for taking the leave List of Column Specification a RepName The name of the REP selected b RepLcoation The name of the Rep Location c Leave The type of the leaves d OpenBalDate The date on which the new balance of leave is uploaded e Opening Balance The balance of the leaves f Availed The count of leave taken g Balance Available Total balance of leave available after the OpenBalDate User Manual Representative Web 2 3 Page 66 of 81 im ipower mart salesforce solutions vii Issue Register The use of this report is to view all the issues of the customers reported by the REP during a particular period Parameters a BU Name of the REP s Business unit is shown by default b Level Select the level from the list for which area the report has to be seen c Location By default it is blank Area has to be selected from a list of areas attached to the REP d Rep The name of the REP selected will be displayed e Brand The name of the brands will be displayed for selection f Customer type The customer type i e doctor chemist or stockiest g Customer name The name of the customer
27. SaveDraft 1 Customer Name The name of the customer will be displayed 2 Sequence The sequence no to be entered 3 Session Select the session from the drop down 4 Activity Select the activity i e call or campaign 5 Time spent Select the time spent from the drop down 6 Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft will save the entry User Manual Representative Web 2 3 Page 34 of 81 rag power mart salesforce solutions ii JOINT WORK Clicking on JW will displayed the following screen im ipower smart salesforce solutions m Final Test Rep Territory Business Rep Joint Work Customer Name Ch Chemist One Sequence 14 Session Afternoon Activity Call Time Spent Jao mins Designation Name Select Administrator Admin Vv Area Business Manager Final Test ABM Vv Page 1 of 1 2 items Add Unlisted M afg dsfg sdfgds Cancel Delete Draft Save Draft 1 The REP will mark in the check box to assign a manager as joint work 2 Add unlisted If the REP has visited the customer with an unlisted person then he will type the name 3 Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft will save the entry User Manual Representative Web 2 3 Page 35 of 81 m ipower mart salesforce solutions iii Sample Quanitity POB Sample Quantity Pay Order Boo
28. Stockist Short Name Contact Person Address City State Pin Phone Email Town b REP Details details of REP attached to the chemist a Business unit b Rep Name c Reps HQ d Last Visit Date by the REP c Date of addition d Last updated date Last date when any update was made on the Stockiest rsa O a9 oD User Manual Representative Web 2 3 Page 80 of 81 im ipower mart salesforce solutions Conclusion 1 Error Messages amp Explanation 1 There are No more Record to view Reason Whenever you are viewing already entered data for daily entry and there is no more record you will get this message 2 Network is not available try after some time Reason If internet is not available then such a message can rise User Manual Representative Web 2 3 Page 81 of 81
29. Web 2 3 Page 51 of 81 m ipower mart salesforce solutions d Recording General Remarks Getting there Login gt Select Field Work menu option gt Select DCR entry gt Select Remarks Tab ii Capture General Remarks The user can enter general remarks for the day in case he has not made any calls due to some reasons other than leave or NCA Leave E m d H YOUR I LOGO i E LB simart satestorce solutions F A m Z TER1 Territory Business Rep Remarks Remarks Strike in Mumbail Cancel Save Draft 1 Remarks The user can enter remarks This is a free text field 2 Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft will save the entry User Manual Representative Web 2 3 Page 52 of 81 ipower mart salesforce solutions e View daily activity report DAR The MR web home page contains a calendar which shows the dates configured based on the holidays Refer to section MR Dash board The days on which the daily activity report has been posted will be distinctly visible on the calendar with a GREEN background On clicking on a date on the calendar the daily activity report is activated Daily Activity Report 5 7 3 w Eg She http qc cirrius com retail22 MRep RepHome aspx ay re ag on j Bi Page Tools Fon it LOGO SPACE SS E Rambo TSR Home Page Month to date Summary REP Location Dsgn L
30. age 58 of 81 m power mart salesforce solutions Listed Doctor Call average Total listed doctor calls Field working days 11 Total Doctor Call Average Total doctor listed calls Total doctor unlisted calls Field working days 12 Doctor Coverage No of doctors covered atleast once total no of doctors x 100 13 Doctor VF Coverage No of doctors covered as per the predefined VF total no of doctors x 100 14 Missed Doctors Count of doctors not even met once 15 Missed Doctor Calls Count of doctors not covered as per the predefined Visit Frequency 16 Listed Chemist Calls The count of listed chemist calls will be displayed 17 Unlisted Chemist Calls The count of unlisted chemist calls will be displayed 18 Listed Chemist Call average Total listed chemist calls Field working days 19 Total Chemist Call Average Total chemist listed calls Total chemist unlisted calls Field working days 20 POB Total value of POB taken from the doctors and chemists 21 Stockist Total calls made to all stockist 22 Joint Work No of Joint working days Only those days will be considered where there is joint working There will be a provision to click to view further details in Daily Activity Summary report 23 Doctors added No of chemists added this month After clicking the following details will be displayed i Date added ii Doctor name iii Doctor short name iv Location v Spe
31. alesforce solutions 3 Password entry a password click on LOGIN button After typing the user code press tab or move the mouse cursor over password field and click The password has to be entered in the password field The password will be shown as After typing 4 Code The fixed ID allocated to the customer by CWT The code will not be readable 3 MR Dash Board The dash board is a console through which the MR can perform all his activities like managing DAR Expenses MTP Holiday STP etc The dash board appears after successful login to the application fe http gc cirrius com mpower212 MRep REPHome aspx 3 a k dah Page Tools E a CIRRIUS We Make IT Happen PREP2 MR Home Page Month to date Summary REP Location Dsgn Last DAR Dr DrCA Ch ChCA POB Stk Alarms PA Territory psa re PREP2 PSindhudurga TBR 05 05 2008 0 o o o o o o o Pending Request Drag a column to this area to group by it Search Date Type Details Status Status Date Pending With Delete Date Name Dsgn Page 1 of O 0 items The following summary is shown to the REP on his dash board Last DAR Date Pending Request kaa c Month To Date figures Current Month for i Chemist Calls ii Chemist call average Chemist calls iv Chemist call average v POB total for chemists and chemists User Manual Representative Web 2 3 Page 6 of 81 im ipowe
32. an for that date will be displayed automatically If no tour plan has been defined then the tabular will not be shown The REP can select the parties visited from the tour plan for the DAR date After selection is complete the REP can press the CONTINUE button to move forward In case tour plan is not available the Customer and patch selection can be done manually from the summary screen The REP can click on SELECT CUSTOMER screen to navigate 7 DAR Plan p YOUR LOGO SPACE anning Field Work Expense security Help Logout TBR1 Territory Business Rep Daily Activity Entry Date 02 jan 2009 z Select Customers Add Unlisted NCA Leave Remarks Seq Session Town Patch CustomerName Details JW PP SQ POB GPI Dr FB Iss IssCls RCPA ChFB Obj Stock Stock Action 0 Ghatkopar001 Ghatkopar001 Dr C V VAIKOLE x x x x x x j X x Remove f o Ghatkopar001 Ghatkopar001 Dr NAINA B MEHTA x x x x x x x x x Remove o Ghatkopar001 Ghatkopar001 Dr AJIT C JADHAV a E S x x a 4 x x Remove o Ghatkopar001 Ghatkopar001 Dr NUTAN R AMABLE x ms e x x E E x Remove o Ghatkopar001 Ghatkoper001 Dr BHARAT M MENEK x x xX x x x x x x Remove o Ghatkopar001 Ghatkopar001 Dr HARSHA J BHADRA x x Xx x x x x X x Remove 0 Ghatkopar001 Ghatkopar001 Dr SANJAY M SHITOLE x x x x x x x x x Remove o Ghatkopar001 Ghatkopar001 Dr SATISH S BHUTE x x x x X Z x Remove 0 Ghatkopar001 Ghatko
33. anned in MTP then it will display Yes against that call if not planned in MTP then it will display No Call Details The call details will be displayed i e type of call time of call time spent Activities Done The activities carried out by the user will be displayed On clicking the link the details of the call will be displayed CHEMIST ACTIVITIES 1 CHEMPOB Chemist POB 2 CHEMObjetcive Chemist Objective 3 CHEMGPI Chemist GPI 4 CHEMFeedback Chemist Feedback 5 ChemCloselssue Chemist Issue Closed 6 CHEMJWW Chemist Joint Work 7 CHEMIssue Chemist Issue Added 8 RCPAEntry RCPA entry details of chemist DOCTOR ACTIVITIES 1 DrCloselssue Doctor Issue Closed 2 DRGPI Doctor GPI 3 DRFeedback Doctor Feedback 4 DRJWW Doctor Joint Work 5 DRIssue Doctor Issue Added 6 DRObjetcive Doctor Objective 7 DRPP Doctor Product Promotion information STOCKIST ACTIVITIES 1 STKObjective Stockist Objective 2 STKJIWW Stoickist Joint Work 3 STKFeedback Stockist Feedback 4 STKinventory Stockist Inventory details User Manual Representative Web 2 3 Page 55 of 81 im ipower mart salesforce solutions f View Field Work Analytics vi Daily Activity summary Parameters a BU Name of the REP s Business unit is shown by default This is not modifiable by REP However it is selectable if the login is a ma
34. ast DAR Dr ODrca Ch ChCA POB Stk Alarms PA Rambo Territory Mumbai TSR 10 02 2008 0 0 0 o o 0 1 Pending Request Drag a column to this area to group by it Search Date Type Details Status Status Date Pending With Delete 14 08 2008 Chemist Addition Baiju Approved by Super admin Admin 14 08 2008 Delete 14 08 2008 Chemist Addition Baiju Pending RaemboABM ABM Delete 14 08 2008 STP 14 08 2008 Rejected by RamboABM ABM 14 08 2008 Delete Message Board 1 Calendar The calendar shows the current month and the dates of the month are can be selected by moving the mouse cursor over it If a DAR has been posted on a date and the REP clicks with the mouse on that date would run the daily report User Manual Representative Web 2 3 Page 53 of 81 ower I smart salesforce solutions Daily Activity Report The Daily activity report for specific days can also be got by going to Field Work Tab of main menu Enter the Date for which Daily Activity Report has to be viewed Home Master Planning Fieldwork Expense Help Logout ZTBRTervitory Business Rep l Daily Activity Report Location Mumbai dd mm yyyy DAR Submission Details EO p pe p OOOO jos 01 2009 Tuesday working foe 01 2009 12 35 malaa Malad Andheri Andheri Malad Malad Call Activities ie Or Chais EAN 1 Malad Malad Sai B
35. be displayed On clicking EDIT the user can enter the PV value against each brands 6 Add to List After the RCPA for one doctor is completed click on ADD TO LIST to add RCPA information for another doctor 7 Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft will save the entry User Manual Representative Web 2 3 Page 40 of 81 im ipower mart salesforce solutions viii CHEMIST FEEDBACK Clicking on CH FB will displayed the following screen a m y H YOUR ipower er SPACE MPW74 LB siiart salesforce solutions a Home _ Master Planning Field Work Expense Help Logout Final Test Rep Territory Business Rep FeedBack Customer Name Ch Chemist One Sequence 14 Session Afternoon Activity Call Time Spent Jao mins Remarks Need to improve Delete Draft Cancel Save Draft 1 Remarks The will type Remarks This is a free text 2 Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft will save the entry User Manual Representative Web 2 3 Page 41 of 81 m ipower mart salesforce solutions ix OBJECTIVES Clicking on OBJ will displayed the following screen H YOUR I LOGO Mew gs LB smart salesforce solutions r a Home Master Planning Fieldwork Expense Help Logout Final Test Rep Territory Business Rep Objective Entry Customer Name Ch C
36. by REP However it is selectable if the login is a manager b Organizational tree Complete organizational hierarchy is displayed for selection Report The report shows the total count of customers under any level in the organizational hierarchy a Level Name of the REP s Business unit is shown by default This is not modifiable by REP However it is selectable if the login is a manager Total count of doctors under each successive level under the selected level of the organizational tree Specialty wise class wise breakup of total count of doctors b Doctors i c Chemists Total count of chemists under each successive level under the selected level of the organizational tree i Selecting any level will show the list of all chemists d Stockist Total count of stockist under each successive level under the selected level of the organizational tree i Selecting any level will show the list of all chemists User Manual Representative Web 2 3 Page 77 of 81 im ipower mart salesforce solutions ii Doctor List Parameters a BU Name of the REP s Business unit is shown by default This is not modifiable by REP However it is selectable if the login is a manager b Level Select the level from the list for which area the report has to be seen c Location By default it is blank Area has to be selected from a list attached d REP Name of the REP to be selected for whom the reports ar
37. can also be typed to find the issue of that customer h From Date The month from which analytics is to be viewed i To Date The month till which analytics is to be viewed j Status Status of the customer i e open close and replied Report n M Issues Register a BD r iPage s G Toos ipower ie eiat aa Issue Register BU PGT a Level 4 Territory Location Mumbaiis 7 Rep TBR1L x Brand z k x Customer Name From Jaan 7 2009 z s o aan 7 2009 7 Status All op SHOW ISSUE DATE BRAND ISSUETYPE PRIORITY ISSUE CUSTDETAILS BU NAME REPLOCATION ESCLATEDTO REPLIEDDATE REPLY cLosuri Own Dr AMOL 01 01 2009 rene Guilty Medium fdasfs Cea 001 PGT Sen Mumbaiis wo CONS B 1 Ovm Dr AMOL 01 01 2009 aan Request High asfdsa RAAR oor PGT Nev Mumbaiis Two CONS B 1 5 1 Page 1 of 1 2 items List of Column Specification a Issue Date The date on which the issue was reported will be displayed b Brand The name of the brand against which issue is reported will be displayed c Issue type The type of the issue will be displayed d Priority The priority of the issue will be displayed e Issue The description of the issue will be displayed f Customer Details The details of the customer who reported the issue will be displayed g BU The name of the BU will be displayed h Name The name of the REP User Manual Representative Web 2 3 Page 67 of 81 mM ipower
38. ch and Customer link against any line of entry Save the plan after entry The MTP cannot be modified after saving On save the MTP is available to ABM for approval ii Check effect of holidays or non field day on monthly plan The detail of the monthly tour plan has all the dates of the selected month The dates on which leaves general holidays weekly holidays or non field days are configured are shown against the specific dates The Act type column shows the type of day viz if the day is for a holiday or weekly off then the Act Type will be NWD If the day is a non field day then ACT type will show NFW The dates which are a holiday or NFD are not editable iii Convert holiday or non field day into working days in monthly plan The detail of the monthly tour plan has all the dates of the selected month The dates on which leaves general holidays weekly holidays or non field days are configured are shown in the monthly tour plan against the specific dates The Act type column shows the type of day Press the EDIT button against the line of entry which needs to be modified and change the Act type as FW to convert a non field day or holiday into a working day iv Configure joint working for some days of the monthly plan During add or modify operation on the monthly plan the day which involves joint working must be flagged accordingly against the day using the JW flag However the joint working can be assigned only by the ABM v Confi
39. cialty vi Class vii Visit Frequency viii Last visit date ix Own PV x Potential PV xi Reasons 24 Doctors deleted No of chemists deleted for the month click to view the details below 7 i The same details will be shown as for Chemist Added User Manual Representative Web 2 3 Page 59 of 81 im ipower mart salesforce solutions viii Doctor coverage summary Parameters a BU Name of the REP s Business unit is shown by default This is not modifiable by REP However it is selectable if the login is a manager b Level Select the level from the list for which area the report has to be seen c Location By default it is blank Area has to be selected from a list attached d REP This is not modifiable by REP It is selectable if the login is a manager e Class Selection of chemist class f Visit Frequency Input of chemist visit frequency g MONTH The period for which the coverage summary is to be viewed Report Ww k he Doctor Coverage Summary fp gt Bl op Page O Tools ipower mart salesforce soluti Doctor pennrann Summary BU PGT w Level 4 Territory x Location Murnbai18 x Rep TeRi x Speciality hi Class ha PAGUAN v Month Dec 2008 X Grouped Select Group x Campaign z Total Ideal Reena Missed Total Missed vF s na 5 ea isse i BU Rep Location Speciality Class VF Campaign Calls Drs Calis i Cere eeraa JE 3 4 gt
40. ck on Remove All F el Four i LOGO t SPACE MPW74 LB smart salesforce solutions lt a Select Customers Territory Bangalore001 x Patch Banda001 x Rep Final Test Rep GO Drag a column to this area to group by it Search TownName PatchName Customer Name Speciality Class VF Date Planned Select SeqNo Session Activity Timespent Action Banda001 Banda001 Dr Doctor One Doctor One BEAU A 1 Li fe Afte x Call 7 zo min 7 Update Cancel Bandaoo1 Banda001 Ch Chemist One ChemA 1 O a a Edit Banda001 Banda001 Ch Stockist One ChemA 1 r i o Edit 1 Page 1 of 1 3 items Cancel Add More Save Draft 1 All the patches and parties selected in the plan are shown in the summary This is a provision to add any additional registered or unregistered parties into the selected list a Type Listed or Unlisted Customer to be manually added to the DAR b Customer type Doctor Chemist or stockist c Patch The name of the patch under which a Customer is to be added d Customer Name of the customer depending on the selected customer type If the type field is LISTED then the REP can select from existing list of customer which are configured to him If the type selected is unlisted then the name of the customer can be typed manually on name field If unlisted name is typed then the reason field also has to be entered 2 Summary table a Town Name of the se
41. dit SKU Two R27 SR 27 Edit SKU Three R30 SR 35 Edit SKU Three R31 SR 36 Edit SKU Three R32 SR 37 Edit SKU Four R100 SR 135 Edit 12 Page 1 of 2 20 items Cancel Delete Draft Save Draft 1 Brand The brands will be displayed On clicking the EDIT link the system will allow to enter the following fields 2 Stock Stock to be entered This is a numeric field 3 Receipt Stock given to the Stockist to be entered This is a numeric field 4 Returned Stock returned by the Stockist to be entered This is a numeric field 5 Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft will save the entry User Manual Representative Web 2 3 Page 47 of 81 ipower mart salesforce solutions td TO V STOCKIST FEEDBACK Clicking on STK FB will displayed the following screen ipc ower spac SPACE MPW7 risers t salesforce solutions Master Planning Field work Expense Help Logout Z TBR1 Teritory Business Rep FeedBack Customer Name St Qc Stki Sequence 5 Session Afternoon Activity Call Time Spent fio mins Remarks Good Delete Draft Cancel Save Draft 1 Remarks The will type Remarks This is a free text field 2 Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft will save the entry User Manual Representative Web 2 3 Page 48 of 81
42. e by default On save of the request the entry will be available to the ABM and Admin for approval of the Customer iii Post a request for modify or deletion of Customer Open Delete or modify request screen and select the Customer type and Customer name from a list The list will be restricted to parties attached to the REP On SAVE the Customer delete or modify request will be visible to the ABM for approval User Manual Representative Web 2 3 Page 72 of 81 mM ipower mart salesforce solutions Doctor add Request w k Q A h v iPage O Toos mM Fre i power M smart salesforce solutions Home master Planning Field Work Expense security Help Logout TBR1 Territory Business Rep Doctor Addition Request Fa Doctor Addition Request Territory Mumbais Rep Ferr First Name L Miere ee Patch wy Town e w Specialty w Qualification wy Class wy Frequency fii ol Reason N i Submit Clear 1 Add request a Territory Territory to which the REP is attached will be displayed b Rep The name of the REP under the territory will be displayed c First Name Free Text entry d Last Name Free Text entry e Patch Patch to which the Customer is to be configured Patches belonging to the REP will only be shown f Town town to which the Customer is attached The list of town configured to the REP will only be shown
43. e each page 1 has something written on it Similarly each tab is a window with some logically grouped fields in it The tabs can be selected by clicking on a tab name The highlighted tab is always the current Summary Doctors Chemist Stockist NFD selected tab Multiple Selections Check Boxes 1 Check boxes are used in places where one or more selections Ea et at are required against a fixed set of options It is a small box ANTIBIOTICS 1 beside the option to be selected On clicking a Tick mark is shown which indicates that the option is selected LIQUID DRUGS o CAPSULE User Manual Representative Web 2 3 Page 8 of 81 Dower smart salesforce solutions Exit System b Logout from Application In order to exit from the MPower application console the REP will have to use the logout control on the main screen The application exit can happen just by clicking on the LOGOUT button on the top of the console page http qc cirrius com mpower 21 2 MRep REPHome aspx Windows Internet Explorer GS E http qc cirrius com mpower212 MRep REPHome aspx Fie Edit view Favorites Tools Help w amp Ea http ac cirrius com mpowerZ12 MRep REPHome aspx 2 eA d Page Toos iD ower Ss We Make IT Happen smart r solutions _Master ee work Expense Heip Logout prerana Home ar Month to date Summary oo o o p sal oo REP Location Dsgn Last DAR Dr DrCA
44. e to be viewed e Specialty Selection of specialty from a list f Class Selection of doctor class g Visit Frequency Input of doctor visit frequency h Doctor Name Input name of doctor to search Report The report shows all doctors for the selected parameters a Doctor data b REP Details c Own PV d Total PV e Date of addition Last updated date m User Manual Representative Web 2 3 Following data is shown for doctors matching the selected parameters Name Doctor Short Name Qualification Registration No DOB DOA Town Specialty Class Visit Frequency No of patients per day Best time to meet Address City State Pin Phone Email details of REP attached to the doctor Business unit Rep Name Reps HQ Last Visit Date by the REP PV Own Brands recorded for Last 30 days from the last visit date PV Own Brands Comp Brands recorded for Last 30 days from the last visit date Last date when any update was made on the doctor Page 78 of 81 im ipower mart salesforce solutions iii Chemist List Parameters a BU Name of the REP s Business unit is shown by default This is not modifiable by REP However it is selectable if the login is a manager b Level Select the level from the list for which area the report has to be seen c Location By default it is blank Area has to be selected from a list attached d REP Name of the REP t
45. eric columns Short Name 1 3 If there are many input fields on the screen then the field in which the cursor is positioned is shown indicates current Qualification m 4 field 4 The input fields with symbol beside them is to indicate a mandatory field l e the transaction cannot be saved if the field is blank User Manual Representative Web 2 3 Page 7 of 81 m ipower mart salesforce solutions Selection Lists wich a 1 I e ame i 1 Selection lists are a list of options which usually depict a Gender Female business rule The label attached to the list indicates the purpose poorer 2 of the list E mail 2 Itis alist with an arrow pointing downwards On clicking of the control a list drops down for selection Only one option can be selected from the list at a time Calendar selections State 1 1 The calendar window is invoked by pressing the oaao 5 calendar button beside a date input field No entry is December 2007 gt 2 possible in the date field except through the calendar selection 2 The arrows at the top of the calendar window are for changing the month and year The single arrow is for Su Mo Tu We Th Fr Sa 3 45 8 changing the month 3 3 Any day in the month displayed in the calendar can 10 1 l2 15 be selected by clicking with the mouse The selected 16 17 618 6119 22 date is highlighted Tabs 1 Tabs are like pages of a book Wher
46. ete Draft Save Draft 1 The REP will click on EDIT link to enter the QTY Quantity After entering the data he will click on Update link 2 Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft will save the entry User Manual Representative Web 2 3 Page 28 of 81 im power mart salesforce solutions vi DOCTOR FEEDBACK Clicking on Dr FB will displayed the following screen Tisma salesforce solutions I Mester Planning Fiekd work Expense Secuay nein Logout TOR Teritory Business Rep Dotor Feedback Customer Name Dr AMIT SHOBHAVAT Sequence 1 Session Afternoon Activity Call Time Spent fio Brand Conclusion Conversion status Next Visit Objective Remarks Action Page 1 of 0 0 items Brand Own Brand Group One bd Conclusion Good Conversion Status Break through 7 Next Visit Objective Need to work hard Remarks Need some more Samples Cancel Add To List Delete Draft Save Draft 1 Brand The brand to be selected from the drop down 2 Conclusion The REP will type the visit conclusion This is a free text field 3 Conversion Status The conversion status to be selected from the drop down 4 Next Visit Objective The REP will type the Next Visit Objective This is a free text field 5 Remarks The will type Remarks This is a free text 6 Add to List Af
47. f the status when it was approved rejected or submitted Report Pe MIPREports um O ELA S Eiroa Vy our LOGO SPACE ipower mart salesforce solutions Master Planning Field work Expense Security Help Logout MTP Er TBR1 Territory Business Rep eu PeT Level 4 Territory zj Location Mumbai18 z Rep TBR1 7 Month Jaan z 2009 z Status Approved StatusDate 01 01 2009 Location Mumbai1s ed Date Day Work Day Location Location Type Patch Doctors Chemists Stockist Joint Working 01 01 2009 Thursday FW Chembur001 HQ Chembur001 46 46 0 3 o 2 02 01 2009 Friday FW Ghatkopar001 EX Station Ghatkopar001 14 86 oo o 0 03 01 2003 Saturday FW Govandioo1 OQUT Station Govandioo1 7 17 0 0 0 0 04 01 2009 Sunday FW Kurla001 Conf OS Kurla001 7 96 o 0 o 0 05 01 2009 Monday FW Mankhurd001 Conf Metro Mankhurd001 o s o 0 o 0 06 01 2009 Tuesday NCA 0 0 o 0 0 07 01 2009 Wednesday NCA 0 0 0 0 o 0 08 01 2009 Thursday NCA 0 0 oo o 0 09 01 2009 Friday Weekly Off 0 0 0 0 oto 10 01 2009 Saturday NCA o 0 0 0 o 0 21 01 2009 Sunday NCA 0 0 o o o 0 12 01 2009 Monday LEAVE oo o 0 0 0 13 01 2009 Tuesday LEAVE 0 0 o 0 o 0 14 01 2009 Wednesday NCA o 0 oo o 0 15 01 2009 Thursday NCA 0 0 0 0 0 0 16 01 2009 Friday NCA 0 0 0 0 0 0 xl r fs r User Manual Representative Web 2 3 Page 18 of 81 im ipower mart salesforce solutions
48. g requested for addition Qualification to be selected from the drop down Frequency of the doctor being requested for addition Remarks to indicate reason for adding the Customer Page 75 of 81 im ipower mart salesforce solutions Doctor Modification Request Ve a Doctor Modification Request a A h iPage GTools ipow er SPACE mart salesforce solutions i Home master Planning Field Work Expense Security Help Logout TORI Territory Business Rep Doctor Modification Request Territory Murmbai1s z Rep TBR1 Patch z Tovm zj Doctor E First Name Lest Name Qualification 7 Speciality M Class A Frequency wy Reason Submit Clear 1 Modify Request a Area Towns attached to the REP b Doctor List of doctors configured for the REP will be shown for selection c Name First Last names This is a display only field d Qualification Doctor Qualification is a display only field e Specialty Doctors specialty to be selected from list f Class Doctors class to be selected from list g Frequency Visit frequency to be selected from list User Manual Representative Web 2 3 Page 76 of 81 im ipower mart salesforce solutions b View Master Reports i Area Customer Summary Parameters a BU Name of the REP s Business unit is shown by default This is not modifiable
49. gure monthly plan based on the standard plan If the Monthly plan has to be made as per the standard tour plan the user may open the monthly tour plan in ADD mode and select the Populate STP button This will plot each day of the standard plan with each field day on the monthly plan After the STP is imposed over the MTP any further changes can be made If the sequence in which the STP is plotted is to be changed then after super imposing the STP over MTP the days may be reset by selecting the required work day of STP against the specific date in monthly tour plan User Manual Representative Web 2 3 Page 14 of 81 im ipower mart salesforce solutions vi Submit plans for approval Once the STP and MTP is prepared the SUBMIT button has to be pressed to submit the plan for approval MTP RA fe MonthlyTourProgram vy Pave p Tos gt Four LOGO Ip SPACE eer Field Work Expense Security Help Logout AMTHR Territory Business Rep a Tour Program Save As Draft Submit Delete Month Dec 2008 FZ criteria NEW zi Populate Date Day Type ActType Patch Patch to be visited LocType Customer Doctors Chemist Stockist Edit Jw 01 12 2008 Working D FW Patch Customer Edit E 02 12 2008 Working D Patch Customer 04 12 2008 Working D Patch Customer Edit 05 12 2008 Working D Patch Customer Edit 08 12 2008 Wor
50. hemist One Sequence ka Session afternoon Activity ea Time Spent jao mins ObjType Objective brandname Rating Comments Edit Command Page 1 of 0 0 items Objective Type First Objectve H Brand Onn Brand Group One Objective Awareness Rating 10 to 20 z Comments javerage Add To List Cancel Delete Draft Save Draft 1 Objective Type The Objective type to be selected from the drop down 2 Brand If the objective is related to brand then brand can be selected from the drop down 3 Objective Describe the Objective This is a free text field 4 Ratings Ratings to be selected from the drop down 5 Comments Comments to be added This is a free text field 6 Add to List After the feedback is entered click on ADD TO LIST to add another issue 7 Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft will save the entry User Manual Representative Web 2 3 Page 42 of 81 im ipower mart salesforce solutions V Stockist Visit Getting there Login gt Select Field Work menu option gt Select DCR Entry option Select a stockist Open the daily activity screen and select the stockist TAB The summary of stockist selected from the plan is visible in a grid for selection To know how this grid is prepared refer to the section Planning a days field report and Planning a days field report without tour plan
51. ie aii ieee eae ERROR BOOKMARK NOT DEFINED O a Defining and Managing Standard Tour Plan ececeeeeeeceeeeeeeeeeeeeneeeee sein nese eaeeeeeteeeeetieeeeeeeeeereea 100 b Defining and Managing Monthly Tour Plann eccccceeeeeeeeeeeeeeeeneeeeeeeaeeeeeeaeeeseeaeeeeeenaeeeeeeneeeeeeaaes 144 c View plan for the Momi wsc2ciccentecsieitied eaten n a dedeeslondeag A A 17 2 PEULO WORK MANAGEMENT neriasi tenin A AE AETA EA AA 20 a Record Daily Activity Report icccicieceshtecclehehas lied AA AA 20 b Record a Non Call Activity NCA 0 cccceciceeceeceeeeeeeceseeeaeneeeeaaeneseenanceseenaneeseeaueceseeaenecsenenseeeeneneeees 49 C Recording a CAVE wicteccveiedccsvinczptevehescevvandagtvvdssdenvedecpevediescevveussgdvvdeucdeuvedeshevvabacneyvbadsydvvdaestenvbdespevenbdantys 51 d Recording General ROMAMKS srersssissanisn renine iui nata e ERR E AN RE RAAR EY 52 6 View Daly Activity Repo eraginn agian ARRERA AEA RR Raas 53 D View Field Work ANalViCS sssrin inpia rR EE nna A p RAIRE ATAA ARE AE 56 Su MASTERS eniinn nsan a NEA S RA E A 72 a Request for addition or deletion of Customer esseeesssssesssesssrnasesnneessnnaanennaatnnnaatennaatanaaannnnaatannaaeennaaaa 72 b Wiew Master Reports erensia roenan IA AE aaa 77 CONCLUSION S E E easee e3 enbonits 81 1 ERROR MESSAGES amp EXPLANATION Sic scesscnve en E caida 81 User Manual Representative Web 2 3 Page 2 of 81 im ipower mart salesforce solutions
52. ii PP Product Promotion Clicking on PP will displayed the following screen Tiismart salestorce solutions z Home Master Planning Field work Expense Security Help Logout TORI Territory Business Rep Product Detailing Customer Name Dr AMIT SHOBHAVAT Sequence Eo Session afternoon Activity jean Time Spent ko Ft Brand PD PR Ovm Brand Group One Vv O Ovm Brand Group Two E O Ovn Brand Group Three E Vv Ovm Brand Group Four D o Brand Group Five Vv Oo Ovm Brand Group Six m O Ovm Brand Group Seven m Vv Brand Group Eight ob oO Ovm Brand Group Nine O O Ovm Brand Group Ten r O 1 Page 1 of 1 10 items Cancel Delete Draft Save Draft 1 The REP will mark in the check box against the brands to mark PD Product Detail and PR Product Reminder 2 Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft will save the entry User Manual Representative Web 2 3 Page 26 of 81 m ipower mart salesforce solutions iv Sample Quantity POB Pay Order Booking Clicking on SQ POB will displayed the following screen an Home Master Planning Field work Expense Security Help Logout TAR1 Territory Business Rep Doctor POB Customer Name gt r amrT SHOBHAVAT Sequence fi Session afternoon Activity Jean Time Spent fio Brand SKU POB Q V RX Q V Edit Command gt SKU
53. ion Town Speciality Class VF Calls DateLv A B GADA ABGada MaA Kurla001 cons e 1 0 Mumbaiis Territory A C CHIKHALIKAR ACChikhalikerO Mumbaiis Govandi001 GPPS B 1 o ABDUL MALIK AbdulMalik panei Govandi001 GPPsS e 1 0 Mumbaiis ABHAY B NIMBALKAR AbhayBNimbalkar T Kurla001 GPPS Mumbaiis Territory AJAY SHAH AjayShah01 Mumbails Kurla001 ENTS Pare Territory AJAY THAKKAR AjeyThakker Mumbaii8 Ghatkopar001 ORTH Territory Ajay o AJAY N SHAH AjayNShaho Mumbai18 KurlaQ02 PAED ps 3 Territory AJIT C JADHAV AjitCJadhav Mumbai18 Ghatkoper001 GPPS Territory AJIT D VORA AjitDVora Mumbai18 Ghatkopar001 CONS Territory ALPESH DEDIA AlpeshDedia Mumbai18 Chembur001 GPPS The report shows a list of all the doctors for whom the no of calls made during the month are less than the predefined visit frequency a Doctor Name Name of the doctor for the selected area specialty and class User Manual Representative Web 2 3 Page 64 of 81 im ipower mart salesforce solutions b Doctor Short Name Short name c BU Name of business unit as selected d Rep name Name of the REP e Reps location Name of the REP s location f Town Name of the town to which the doctor belongs g Specialty Doctor Specialty h Class Doctor class i Visit Frequency Doctors visit frequency j No of visits during month Total number of visits to the doctor for selected month k
54. king Clicking on SQ POB will displayed the following screen a vy al YOUR ipower SPACE LB smart satestorce solutions mew ag Home Master Planning Fieldwork Expense Help Logout Final Test Rep Territory Business Rep Chemist POB Customer Name Ch Chemist One Sequence fia Session Afternoon Activity call Time Spent Jao mins Brand SKU POB Q V Edit Command SKU One R15 SR 20 133 Edit SKU One R16 SR 21 123 Edit SKU One R17 SR 22 123 Edit SKU Two R25 SR 25 123 Edit SKU Two R26 SR 26 123 Edit SKU Two R27 SR 27 123 Edit SKU Three R30 SR 35 123 Edit SKU Three R31 SR 36 123 Edit SKU Three R32 SR 37 123 Edit SKU Four R100 SR 135 123 Edit SKU Four R150 SR 236 Edit SKU Four R200 SR 337 Edit SKU Five R100 SR 135 Edit SKU Five R150 SR 236 Edit SKU Five R200 SR 337 Edit T2 Page 1 of 2 20 items Cancel Delete Save Draft a 1 The REP will click on EDIT link to enter the SQ POB Q V and Rx Q V After entering the data he will click on Update link 2 Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft will save the entry User Manual Representative Web 2 3 Page 36 of 81 m ipower mart salesforce solutions iv GIFT AND PROMOTIONAL INPUTS Clicking on GPI will displayed the following screen SPACE MPW mm aa Home Master Planning Field Work Expense Help Logout Final Test Rep Territory Busines
55. king D Patch Customer Edit 09 12 2008 Working D Patch Customer Edit a 11 12 2008 Working D Patch Customer Edit 12 12 2008 Working D Fw Patch Customer Edit ii a eee ne 1 MTP Header The MTP is opened from the dashboard for the selected REP a Save As Draft The REP can save the MTP at any point of time by clicking SAVE AS DRAFT button Next time the REP logs in he will be able to continue from where he had saved earlier b Submit To submit the MTP for approval to the manager the REP will click on SUBMIT button c Delete To delete the existing MTP the REP can click on DELETE button d Month The month for which MTP has to be created will be selected e Criteria The criteria on which the MTP has to be populated i e New Previous MTP or From STP User Manual Representative Web 2 Page 15 of 81 im ipower mart salesforce solutions 2 MTP a Date Date of the month which is being planned This is populated automatically from the calendar b Daytype The type of day is for indicating if the date is a holiday weekly off or working day c ActType Activity types viz Field Work Non field work Non working day This flag is to be used if a day is to be reconfigured d Patch Shows a patch list from which the patch names can be selected e Path to be visited Display of Patch Names which is selected f LocType The selected patches against each date have to be ide
56. l be displayed g Overall Business Generated Overall Business Generated in values will be displayed User Manual Representative Web 2 3 Page 69 of 81 im ipower mart salesforce solutions h Incremental Business Incremental Business in values will be displayed i Reps that have assigned j Reps that have started campaign k Reps that have not started campaign User Manual Representative Web 2 3 Page 70 of 81 im ipower mart salesforce solutions ix SGPI Balance Report This report provides the details of the Samples and Gifts and Promotional Inputs for a particular period of time Four p LOGO SPACE Master Planning Fieldwork Expense Security Help Logout Sunil Gangla Territory Business Rep SGPI Balance Report BU pat zi amp Level 4 Territory Location aammuot z Rep Sunil Gangla yI From Date Joan 7 2009 z To Date Jan x 2009 z E xl SGPI Op Balance Adjustments Total Distributed Balance Available SKU One R17 SR 22 SKU One R15 SR 20 SKU Five R100 SR 135 SKU Four R150 SR 236 SKU Two R27 SR 27 SKU Five R150 SR 236 SKUBrandGP1010 SKU One R16 SR 21 jio o 0 o otan o 0 o o o o 0 SKU Two R25 SR 25 SKU Two R26 SR 26 SKU Three R31 SR 36 w b SKUBrandGP7777 SKUBrandGPpssss SKU Three R30 SR 35 SKU Five R200 SR 337 SKU Four R200 SR 337 SKUBrandGPssss BO ei 0 Oi id5 0 00 SKU Four R100 SR 135 List of Column Specificati
57. l click on SUBMIT button 3 To delete the existing STP the REP can click on DELETE button 4 With effect from date is the date on which the standard tour plan is being prepared 5 Plan a Week Day Work day of any month b Patch Name of the patch which is being planned on any work day On pressing the link a list is shown from which one or more parties can be selected c Loc type The type of area of the selected patches is to be selected with respect to the REP s head quarter d Customer On pressing the link the customer details either Chemist or Stockiest to be visited can be selected User Manual Representative Web 2 3 Page 11 of 81 m ipower mart salesforce solutions STP Patch selection S be Sandara tour progran E gt BD eh v d Page Gtook gt Page 1 of 1 5 items 1 Patch Selection On clicking on a patch selection link the patch selection list will be opened Here all patches configured for the REP will be listed The REP can select one or more patch names from the list 2 After the selection is complete confirm the selection by pressing the DONE button User Manual Representative Web 2 3 Page 12 of 81 m ipower mart salesforce solutions STP Customer selection Customer Selection Selected ee j tA bi j Select All z para Select All x7 Specialty Select All z Select All z Search Town Name Type Name Short Name Speciality vF Class
58. lected patch from plan b Customer type Doctor chemist or stockiest User Manual Representative Web 2 3 Page 21 of 81 mM ipower mart salesforce solutions c Customer name of the customer In case of Unlisted and Resident the field is enabled and the customer name can be entered d Session time of the day e Action Remove a line of entry if not required ii Preparing for field work entry without a tour plan Select places and people visited The Daily Activity Report Summary Screen initially shows only a header containing the DAR date and the activity type The detail shows the patches and parties to be visited as selected from the tour plan If there was no tour plan then the detail grid will be blank The REP can manually select the patches and parties that he visited for the given DAR date After selecting the Customer name and patch press the GO button and the same will be added to the summary Register unplanned activities After selecting the places and people refer to section Select Places and People visited in the summary section the REP can add any additional unlisted parties also The REP can add unlisted or resident doctors who have not been planned from the summary itself This is done by selecting patch and Customer type from their respective fields After this selection the SELECT button must be pressed to include the Customer into the summary The name of the Customer can then be entered
59. ll save the entry User Manual Representative Web 2 3 Page 39 of 81 im power smart salesforce solutions vii RCPA Retail Chemist Prescription Audit Clicking on RCPA will displayed the following screen Final Test Rep Territory Business Rep Field Work Expense a RCPA Entry Customer Name Ch Chemist One Sequence 14 Session Afternoon Activity Call Time Spent Jao mins Town Patch Doctor Edit OR Delete Banda001 Bandaoo1 Doctor One Doctor One Edit Delete Amritsar A Amritsar A Doctor Two Doctor One Edit Delete 1 Page 1 of 1 2 items Territory Bangaloreoot x Rep Final Test Rep Patch Select Patch x Doctor Select Doctor z Drag a column to this area to group by it Search Brand SKU PV Remarks SKU One R15 SR 20 dit Comp 1 Rate75 Edit SKU One R16 SR 21 Edit Comp 1 Rate75 Edit SKU One R17 SR 22 Edit Comp 1 Rate75 Edit SKU Two R25 SR 25 Edit Comp 2 Rate80 dit SKU Two R26 SR 26 Edit Comp 3 Rate80 Edit 1234 Page 1 of 4 40 items Cancel Delete Draft Add To List Save Draf a al gt 1 Territory Territory of the doctor to be selected 2 REP The name of the REP will be displayed 3 Patch Patch where If any issue is related to brand then brand also can be selected from the drop down 4 Doctor The doctor to be selected for whom the RCPA is conducted 5 Brand SKU The own brand and competitor brand will
60. m the drop down 5 Comments Comments to be added This is a free text field 6 Add to List After the feedback is entered click on ADD TO LIST to add another issue 7 Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft will save the entry User Manual Representative Web 2 3 Page 32 of 81 mM power mart salesforce solutions iv Chemist Visit Getting there Login gt Select Field Work menu option gt Select DCR Entry option Selecting a chemist Open the daily activity screen and select the chemist TAB The summary of chemists selected from the plan and additional unplanned chemists are visible in a grid for selection To know how this grid is prepared refer to the section Planning a days field report based on plan and Planning a days field report without tour plan The chemist whose activity report is to be made has to be first searched in the chemist s grid The name of the chemist is shown in the Chemist Name field after selecting the entry from the chemist selection grid Set visit date and time In the header of the daily activity report Select the activity type as FIELD DAY and the DATE is automatically set as the activity date for which the DAR is to be posted The date cannot be manually entered Register joint work After following the procedure described in sections Selecting a chemist and Set visit date and time details of the person worked with can be selec
61. mart salesforce solutions USER MANUAL Role Representative Terminal Web Version Retail 2 3 User Manual Representative Web 2 3 Page 1 of 81 mM power mart salesforce solutions Table of Contents INTRODUCTION ranirea occvestect ances ocenestesssoeeps ssdvesteos soeses asenestess beens O NENEN OERE 3 1 PURPOSE OF THE MANUAL oser coceacsendenct Svyeedcpiagedarts EE AEA AE EA 3 2 INTENDED READERSHIP 2 ccsdicccecetucceeshatie in AAE AAEE cevsducazechanuedeastiiadeudlaueenestcaaetiauedee Ate 3 3 HOW TO USE THS DOCUMEN T cs ac2ssesstece lesedededesdedes a Giebec dealidy Waeedl eitiides Dadi daidde Matin iide deals 3 GETTING STARTE Drenori ea irnar EE EaI EEVEE NREN EEEIEI svssonednnasn asnsesesdnvadmosssossoesasstbasousoessnvazooosvousonsd 4 1 SYSTEM ARCHITECTURE cccceeceeeceeeeeneeeeeeeneee ee nN E AENA EE ANEAN NEARNE AEEA E NEN ANTAA PEREKA EAEAN NA AEEA EEEE 4 2 LOGGING ONG M E A E EE A O EA E EA EE 5 3 MR DASH BOARD 0 ceceecceee ener ee erent ee erent ee enter eee NAARAAN AENEAN KERNA EANN eee NAAA EANAN ANRE NAERAA ANNAN REAA EAEAN 6 4 BASIC CONCEPTS OF OPERATION c ccceseeeeeeeeeeneeeeceeeeeeeeeneaeeeceeeaeeeeeeeaeeeceeeaeeeseeaaeeeseeaaeeeseenaeeeseenaeeeseeieeeeeseaes 7 Dio EXIT SYSTEM E E A E E O 9 USING THE SYSTEM isiccccsscsecscessosssssasssoscsssessnsssssecucesvessassasseescesvedeashossesesessessacsassevssesvessacbassesocasseoscesasasasesdsosbossesbeiseesvor 100 14 PLANNING vosieeii
62. nager b Level Select the level from the list for which area the report has to be seen c Location By default it is blank Area has to be selected from a list attached d REP This is not modifiable by REP It is selectable if the login is a manager e Date The period for which the activity summary is to be viewed Report Ve r fhe DAILY ACTIVITY SUMMARY dh vs Page O Toos a F z i 1 YOUR ipower SPAC SPACE aaa iaaa a Home Master Planning Field Work Expense Broadcast Security Help Logout Cuttack ABM Area Business Manager Daily Activity Summary BU PGT vi Level 3 Area x Location Cuttack x Rep New Test Rep1 x Date Dec 7 2008 x aa Location Sambalpuri SHOW REPORT s Location Submit Activity 2 F a 3 Date Day Location Planned Worked Hoda Submit Date Type Campaign PCP Dr L Dr U Dr T Ch L Ch U Ch T POB Stk Bargarh001 zag a Bargarh001 Barpali001 Bargarh001 s E a m 01 12 20 Monday Barpali001 Belpahar001 Bargarh001 Mobile 25 12 2008 FW Call o cas ia Ps o is o o o Belpahar001 Eee E P Kantabanjhi0O1 ere R 02 12 20 Tuesday Bargarh001 Bargarh001 Kantabanjhi001 Web 25 12 2008 FW Campaign2 0 o a o o 1 ie o 03 12 20 Wednesda ungaa Web 25 12 2008 FW Call o jo jo lo fe ja la Io Kesinga001 re cs Kantabanjhi0o1 asi 04 12 20 Thursday Kantabanjhi001 Web 25 12 2008 FW Call o o o it o 0 o o am
63. ntified if they are head quarter patches ex head quarter out station etc g Customer Shows the Customer list from which the Customer can be selected Customer attached to the selected patches will only be displayed User Manual Representative Web 2 3 Page 16 of 81 m ipower mart salesforce solutions c View Plan for the month i Standard Tour Plan Report Parameters a BU Name of the REP s Business unit is shown by default b Level The Geographical hierarchy level is to selected c Location Corresponding location of geographical hierarchy will be displayed d REP Name of the REP who has logged in is shown by default This is not modifiable e Status Status of the plan i e approved rejected or submitted f Status Date Display date of the status when it was approved rejected or submitted Report SRO Ge STPReports Ti aB a pa Page gy loos Vi our iD SPACE smart si O W er E aA 7 Planning a Expense seomity Help Lopoot AMTMR Territory Business Rep STP Reports BU Testing BU x z Level 4 Territory Location amt x Rep AMTMR x bod Status Submitted eae 30 12 2008 Location AMT Show F work E f Day Town Planned ae Patch Dr Ch Stk AMT1 HQ AMT1 o 0 o 2 AMT1 aon AMT1 o o o 3 AMT3 Se AMT3 o o o 4 AMTS HQ AMTS o o o AMT4 HQ AMT4 o 0 o 1 Page 1 of 1 5 items The standard tour plan will be shown for the selected pa
64. o be selected for whom the reports are to be viewed Report The report shows all chemists for the selected parameters a Chemist data Following data is shown for chemists matching the selected parameters Name Chemist Short Name Contact Person Address City State Pin Phone Email Town etails of REP attached to the chemist Business unit Rep Name Reps HQ n Last Visit Date by the REP c BV BV Business value is Based on the prescription audit recorded for all doctors on the last visit date total value of business done in a month d Last POB Value Last POB value taken from the chemist Date of addition Last updated date Last date when any update was made on the Chemist b REP Details e e e Qs ww EENE EENE EE o User Manual Representative Web 2 3 Page 79 of 81 im ipower mart salesforce solutions iv Stockist List Parameters a BU Name of the REP s Business unit is shown by default This is not modifiable by REP However it is selectable if the login is a manager b Level Select the level from the list for which area the report has to be seen c Location By default it is blank Area has to be selected from a list attached d REP Name of the REP to be selected for whom the reports are to be viewed Report The report shows all chemists for the selected parameters a Stockiest data Following data is shown for stockiest matching the selected parameters Name
65. on 1 SGPI The names of all the Samples Gifts and Promotional Inputs 2 Op Balance The Opening balance of the SGPI will be displayed 3 Receipts Any SGPI received by the user will be displayed 4 Adjustment The additions or returns of samples will be displayed 5 Total The total no of SGPI with the user will be displayed 6 Distributed The no of SGPI distributed to the customers will be displayed 7 Balance available The balance available with the user will be displayed User Manual Representative Web 2 3 Page 71 of 81 im ipower mart salesforce solutions Masters a Request for addition or deletion of Customer Getting there Login gt Select Masters menu option gt Select addition deletion option i Post a request for addition of doctor The doctor addition request will have a provision to add the key fields of the doctor viz Name Short Name town patch specialty and qualification Open the doctor addition screen which will be in ADD mode On save of the request the entry will be available to the ABM and Admin for approval of the Customer The details captured for add requests are Name Location and specialty details ii Post a request for addition of chemist stockist The chemist stockiest addition request will have a provision to add the key fields of the chemist and stockiest viz name short name town and patch Open the chemist or stockiest addition screen which will be in ADD mod
66. ools 2 we de m d H YOUR ipower SPACE I smart salesforce solutions ae poe Monthly Activity History Monthly Activity Summary BU PGT Level zarea Location cuttak z s Rep New TestRep1 7 From Month Dec 2008 ToMonth Dec 2008 z User Location Month Year WorkDays LevDays NCA FWD Dr LCa Dr U DrCA L DrCA T DrCvrg DRVFCvrg Missed Dr Miss RA n Dec 2008 27 1 2 24 3 g 0 38 0 5 1 53 1 02 386 gt 1 Page Vt items The report shows a REP s month wise summary of activities done and performance 1 User Name of the REP selected in the parameters 2 Location Name of the REP s location is shown by default This is not modifiable 3 Month Year The month selected to view the reports 4 Work Days No of available working days in this month Month Days Weekly Offs Holidays 5 Leave days No of leaves taken this month There will be a provision to click to view further details in Daily Activity Summary report 6 Non Call Activity No of Non Call Activity days taken this month There will be a provision to click to view further details in Daily Activity Summary report 7 Field Work Days Computed as Working days Leave days Non field days 8 Listed Doctor Calls The count of listed doctor calls will be displayed 9 Unlisted Doctor Calls The count of unlisted doctor calls will be displayed User Manual Representative Web 2 3 P
67. p TeRi 7 Speciality l 7 Class 7 Visit Frequency 7 Doctor Name From Month Dec x 2008 x To Month Dec x 2008 x DrName DrSname RepLocation Town Speciality TOTAL VISIT AMIITA ii Territory ASHTAMKAR AmiitaAshtamkear Mumbaii8 Chembur00i GPPS o Territory AMIN SHAH AminShah Mumbaiis Ghatkoper001 ORTH it Territory AMIN SHAH AminShshoO Mumbaii8 Kurla001 CONS 1 o eis AmitShobhevat Territory SHOBHAVAT SNBA Govandio01 CONS AMMAR H AmmarHPatil Territory PATIL Mumbarig Chembur001 CONS Territory AMOL PAWAR AmolPawer Mumbai18 Chembur00i CONS AMRUT N AmrutNShah Territory SHAH 3 Mumbaii8 Kurla001 GPPS ANAGHA DABHOLKAR ANAND HAJARE Territory AnaghaDabholkar Mumbaiig Ghatkopar001 ENTS Territory Ria Kurla001 ORTH AnandHajare User Manual Representative Web 2 3 Page 62 of 81 im ipower mart salesforce solutions The report shows a summary of REP s coverage with respect to specialty and class of doctors a Doctor Name Name of the doctor for the selected area specialty and class b Doctor Short Name Short name c BU Name of business unit as selected d Rep name Name of the REP e Reps Location Name of the REP s head quarters f Town Name of the town to which the doctor belongs g Specialty Doctor Specialty h Class Doctor class i Visit Frequency Doctors visit frequency j Month Actual visit dates
68. p 05 12 20 Friday Barpali001 Barpali0o1 Web 25 12 2008 LEAVE Call o 0 is o it o o is o Barpali001 a 06 12 20 Saturday Barpali001 Belpahar001 Kantabanjhi001 ab 25 12 2008 FW Call o iz jo g jo lo l j Io a Belpahar001 Kantabanjhi001 m 4 KhariarRoad001 07 12 20 Sunday KhariarRoad001 Web 25 12 2008 FW Campaign2 0 o Zz a o 0 o o o Bhav niPatn001 Kantabanjhioo1 08 12 20 Monday BhavweniPatn001 Bolangir001 ciH Web 25 12 2008 FW Campaign2 0 o o o o R 1 o o PaE Ps Kantabanjhi001 Bolangir001 d User Manual Representative Web 2 3 Page 56 of 81 im ipower mart salesforce solutions The report shows summarized details of each days work done by the selected REP during a selected month a Date Date of the selected month b Day Day of the week and the type of day for each date of the month c Location Planned The location planned in MTP will be displayed in this box d Location Worked The Location worked will be displayed e Submit Mode Mode of DAR submitted i e Mobile f Submit Date Date of last activity synched for the day in case of Mobile or date of DAR submission in case of Web g Activity type FW NFD Leave Holiday Weekly Off h Campaign The name of the Campaign conducted on that date will be displayed i PCP The count of PCP done before meeting the customer will be displayed j Listed Doctor calls Total calls made to the listed doctors k Unlisted Docto
69. par001 Dr SHOBHAGHATTIMATTUR X x x x x x x x x Remove i o Ghatkopar001 Ghatkopar001 Dr HITESH VORA x a Z 2 2 5 Remove 12 Page 1 of 2 14 items Delete Draft Submit D DAR F Remove All User Manual Representative Web 2 3 Page 20 of 81 m ipower mart salesforce solutions 1 DCR header On opening the DCR entry screen the system shows the last date for which DCR can be entered and if a tour plan is available for that month then it is listed below the button If there is no tour plan the system allows moving forward and manually preparing the DAR a Date DAR date The date must be selected The DAR date which will be provided for selection in the list will be restricted to the date after the last DCR date b Select Customers In case the monthly plan is not created on clicking Select Customer system allows to add new customers c Add Unlisted To add unlisted customers user will click Add Listed d NCA To add a Non Call Activity user will click on NCA e Leave To add a Leave user will click on Leave f Remarks To add remarks user will click on Remarks g Delete Draft To delete the DCR entries user will click on Delete Drafts h Submit DAR To submit the DCR the user will click on Submit DAR Once the user clicks on Submit DAR the user will not be able to enter DCR for that date again i Remove all To all the customers selected the user will cli
70. r mart salesforce solutions vi Stockist calls vii No of approvals pending In addition to the above the MR dashboard also provides notifications to the REP regarding any approvals rejections and pending masters Along with notifications broadcasts if any will also be shown on the dash board 4 Basic Concepts of operation a Application functionality The MPower application interface consists of various controls through which the user of the application can communicate actions to the system Each of these controls has a different purpose in order to communicate with the MPower system Basic System Requirements The MPower WEB application must have the following minimum requirements Operation System Windows XP Browser Internet Explorer V 7 0 Browser setting Java Scripting must be enabled Buttons 1 Buttons are used to invoke some operation on the screen Populate Summary 1 The operation that would be performed is indicated as a label on the button For e g Add button is to add or submit a particular record Approval Date Doctors Chemist Input Fields 1 Input fields are used to capture data The data which can be typed into the input fields could be numeric alphanumeric or date 2 2 The type of data that can be entered is indicated from the 3 label attached to the input field For e g Order qty is only TEMES numeric Characters cannot be typed into num
71. r calls Total calls made to the unlisted doctors Doctor Total Total Doctor met today i e unlisted and listed m Listed Chemist calls Total calls made to the listed chemists n Unlisted Chemist calls No of calls made to unlisted chemists o Chemist Total Total Chemists met today i e unlisted and listed p POB Total Rupee Value of orders booked for the day from the chemist visits q Stockist Number of Stockist visited r Non Call Activity Type of NFD will be shown if the applicable for the date s Joint Work Name of person worked with No of calls made with this person today In case of no of persons is more than 1 they are separated by comma t Managers comments Date Manager Designation Short Name comment multiple comments are separated by commas User Manual Representative Web 2 3 Page 57 of 81 im power mart salesforce solutions vii Monthly Activity Summary Retail Parameters a BU Name of the REP s Business unit is shown by default b Level Select the level from the list for which area the report has to be seen c Location By default it is blank Area has to be selected from a list attached d REP This is not modifiable by REP It is selectable if the login is a manager e From Month The month from which analytics is to be viewed f To Month The month up to which analytics is to be viewed Report DP A ap Page G T
72. r the feedback is entered click on ADD TO LIST to add another issue 8 Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft will save the entry User Manual Representative Web 2 3 Page 30 of 81 m ipower mart salesforce solutions viii ISSUE CLOSURE Clicking on ISSCLS will displayed the following screen SST SST ESTO CE SOTTO Issue Closure Customer Name Dr AMIT SHOBHAVAT Sequence 1 Session Afternoon Activity Call Time Spent fio IssueNo Issue Type Priority Brand Department Person Issue Closed Remove Page 1 of 0 0 items Issue U O Raised By OO Reply LO Reply From OO Closing Remarks f ee Cancel Add To List Delete Draft Save Draft 1 Issue Type The Issue type will be selected from the drop down 2 Priority The REP will select the priority of the issue i e high medium and low 3 Brand If any issue is related to brand then brand also can be selected from the drop down 4 Department The department to whom the issue has to be forwarded will be selected 5 Person The person to whom the issue will be reported to be selected from drop down 6 Issue The issue to be typed This is a free text field 7 Add to List After the feedback is entered click on ADD TO LIST to add another issue 8 Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draf
73. rameters with a provision to drill down to the details for each day of the plan a Work Day A work day of any month for which plan is defined On selection of this link the following details will be shown for the selected month i Patch ii Type i e doctor chemist or stockist iii Customer name iv Specialty of the doctor v Class of the customer vi VF of the customer vii Focus Brand of the doctors User Manual Representative Web 2 3 Page 17 of 81 Dower smart salesforce solutions b Town Planned c Town type Town to be visited on a work day The type of town with respect to the REPs headquarter Viz HQ EX HQ Outstation For each workday town planned and town type the report of parties to be met can be drilled down by clicking on the work day d Patch The patches planned for a specific work day in the selected town e Chemist Total number of Chemists to be met on the planned day f Stockiest Total number of Stockiest to be met on the planned day ii Monthly Tour Plan Report Parameters 1 BU Name of the REP s Business unit is shown by default 2 Level The Geographical hierarchy level is to selected 3 Location Corresponding location of geographical hierarchy will be displayed 4 REP Name of the REP who has logged in is shown by default This is not modifiable 5 Status Status of the plan i e approved rejected or submitted 6 Status Date Display date o
74. s Rep Gifts amp Promotional Inputs Customer Name Ch Chemist One Sequence 14 Session Afternoon Activity Call Time Spent jao mins Drag a column to this area to group by it Search l GPI QTY Edit Command LapTopR350 123 Edit PratibhaCGift 123 Edit SushantCGift 123 Edit HiteshCGift 123 Edit 1 Page 1 of 1 4 items Cancel Delete Draft Save Draft 1 The REP will click on EDIT link to enter the QTY Quantity After entering the data he will click on Update link 2 Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft will save the entry User Manual Representative Web 2 3 Page 37 of 81 m ipower mart salesforce solutions vV ISSUE ENTRY Clicking on ISS will displayed the following screen z im Pon IESE tig mart salesforce solutions Master Planning Field work Expense Help Logout Final Test Rep Territory Business Rep cm Entry Customer Name Ch Chemist One Sequence 14 Session Afternoon Activity Call Time Spent ao mins IssueNo Issue Type Priority Brand Department Person Issue Action 500500 Brand Quality High Ovm Brand Group One General Admin eee ee eee eee ee eee Edit Remove 123123123 r s z 1231231123 j 500501 Brand Quality High Ovn Brand Group One Qualilty Admin 23igi123gi12g3h12g3hjg23hjg12hj3g12hj3g1hj23 Edit Remove n n me 7 dfsasf ksafkshagfksgdfkl 7 E 50
75. selected from the list and on pressing OK button in the list the names of the selected patches is shown in Standard Tour Program separated by commas If a patch is not present in the list then it will have to be added through the patch configuration screen iii Configure parties to be visited in standard plan The Customer column in the Standard Tour Program has a provision to select the area of work Open the Standard Tour Program using the EDIT operation and click on the Customer link against the required line of entry Then a list of all parties attached to the REP will be shown for selection in a separate window One or more parties can be selected from the list and on pressing OK a summary can be seen for chemists and stockist showing the number of parties selected in tour plan under the selected patch User Manual Representative Web 2 3 Page 10 of 81 power mart salesforce solutions w Ww oe Standard tour program Tt gt bl ay Page Tos mM ipower Standard Tour Program Save As Draft Submit Wef 30 12 2008 Week Day Patch to be visited Loc Type Customer Doctors Chemist Stockist Edit Command 1 Customer Customer Customer STP 1 The REP can save the STP at any point of time by clicking SAVE AS DRAFT button Next time the REP logs in he will be able to continue from where he had saved earlier 2 To submit the STP for approval to the manager the REP wil
76. t will save the entry User Manual Representative Web 2 3 Page 31 of 81 im ipower mart salesforce solutions ix OBJECTIVES Clicking on OBJ will displayed the following screen Tismart salestorce solutions Home _ Master Planning Fieldwork Expense Help Logout Final Test Rep Territory Business Rep Objective Entry Customer Name Dr Doctor One Doctor One Sequence 12 Session Afternoon Activity Call Time Spent zo mins ObjType Objective brandname Rating Comments Edit Comman First Objec gf dsgsdfg sdfg sdfg sdgsdf Ovn Brand Gro 10t fg sdfg sdfgdf sgsd gsdfgsdf g Edit Delete Second Ob sdfg sdfg sdgsdfgsdf gsdfgsd fgsdfgsdfg Ovm Brand Gro 40 t fdsd gfuisdghsighisdfhguierhuicerhtuierthuierth dit Delete First Objec sadf hsdkfhasdhaskdghaskdlghlasdjkgh Ovm Brand Gro 10t sadg hasghjkasghjkslaghkjlasghklsaghklaghkldghk Edit Delete 1 Page 1 of 1 3 items Objective Type Fourth Objective Brand Own Brand Group Two Objective Awareness gt Rating 40 to 50 z Comments erases na Add To List Cancel ll Delete Draft Save Draft 1 Objective Type The Objective type to be selected from the drop down 2 Brand If the objective is related to brand then brand can be selected from the drop down 3 Objective Describe the Objective This is a free text field 4 Ratings Ratings to be selected fro
77. ted in the Joint Working block In case the name of the person is not in the list then select the unlisted option and type the name of the person in the field provided Capture prescription habits After following the procedure described in sections Selecting a chemist and Set visit date and time the prescription habits of doctors can be entered in the Rx habits block for the selected chemist Select the patch and doctors whose Rx habits have to be entered Each of the selected doctors Rx habits can be entered into the brand block the block shows own brands and competitors brands immediately below own brands Own brands are shown in colored columns The PV value can be entered against both own as well as competitor brands Book an order After following the procedure described in sections Selecting a chemist and Set visit date and time the order booked for the selected chemist can be captured in the POB block All the products are listed in the POB block and the qty or value as configured can be entered against each product User Manual Representative Web 2 3 Page 33 of 81 m ipower mart salesforce solutions Field Day Chemist Entry i DETAILS Clicking on DETAILS will displayed the following screen pow LOGO SPACE MPW74 mart sale We ons al Details Customer Name Ch Chemist One Sequence za Session Afternoon Activity Call x Time Spent 40 mins z Cancel
78. ter the feedback is entered click on ADD TO LIST to add another issue 7 Cancel and Save Draft Clicking on Cancel will erase the entry done and Save Draft will save the entry User Manual Representative Web 2 3 Page 29 of 81 m ipower mart salesforce solutions vii ISSUE ENTRY Clicking on ISS will displayed the following screen Home Master _ Planning _ Field Work Expense security Help Logout_ TBR Territory Business Rep Issue Entry Customer Name Dr AMIT SHOBHAVAT Sequence 1 Session Afternoon Activity Call Time Spent fio IssueNo Issue Type Priority Brand Department Person Issue Action Page 1 of 0 0 items IssueType Brand Quality x Priority High 7 Brand Own Brand Group Two 7 Department Qualilty x Person Anuja Naik x Issue Dosage missing Cancel Add To List Delete Draft Save Draft 1 Issue Type The Issue type will be selected from the drop down 2 Priority The REP will select the priority of the issue i e high medium and low 3 Brand If any issue is related to brand then brand also can be selected from the drop down 4 Department The department to whom the issue has to be forwarded will be selected 5 Person The person to whom the issue will be reported to be selected from drop down 6 Issue The issue to be typed This is a free text field 7 Add to List Afte
79. the REP User Manual Representative Web 2 3 Page 68 of 81 m ipower mart salesforce solutions viii Campaign Implementation Status The use of this report is to view all the Campaign Implementation Status Report Field Work Broadcast Security Help Admin Administrator Campaign Implementation Status Grouped Region Wise x Campaign Campaign2 z GroupWise Consolidated Summary Business u BU Level Location User Total Reps 100 75 99 50 74 25 49 24 Or Less Nil Generated p Taranta ey ave pastes have re FSS paign Generated assigned started campa PGT pee Rafelumer 45 o o o o o 47 o o 100 PGT kane Mote 40 o jo o o o 40 o 0 100 corleeaea sae f fo fo e e f 28 o p j PGT ar NewRBM 51 o o o o o 51 o 1 96 98 04 PGT Region Delhi Eara 44 o o o o o 44 o o 100 parme ti e e e b b p s o o PGT Region Indore cris 23 o o o o o 29 o o 100 1 Page 1 of 1 7 items List of Column Specification a BU The name of the BU b Level Location The level and location of the user will be displayed c User The name of the user will be displayed d Total REPs Total count of REPs who have been assigned the campaign will be displayed e Coverage Count of REPs as per their coverage of the campaign will be displayed in the slabs of coverage i e 100 75 90 50 74 25 49 24 or less and Nil f Business Generated on Campaign Days Business Generated on Campaign Days in value wi

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