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WebXpress Solution for Cash
Management and Fleet Management
WebXpress Solution flow for Cash Management


   Fleet Management

      Fleet Maintenance
      Document Alert System
      Fuel Management
   Telemetics Related Capability

      Geo – Fence Management Alerts
      Unauthorized Door Open Alerts
      GPS Tracking – Route Taken View
Fleet Maintenance: Objective of Job Sheet


    Why Routine Vehicle Maintenance is a Must

   I don’t know about you, but I hate spending money on vehicle repairs. The worst is
    when I know something needs to be fixed, but I just ignore it hoping it will magically
    disappear. The problem is, it never does.



   Delaying vehicle maintenance can have some serious impacts. “Vehicle negligence
    costs money and can be unsafe . So those who treat their vehicles as valuable
    investments and commit to regular vehicle maintenance, end up saving a lot of
    money.
Objective of Job Sheet -contd


   Job sheet is nothing but a type of vehicle maintenance document . We prepare a job
    sheet for vehicles that need daily maintenance . Vehicle maintenance can ne
    categorized into the following types .

1. Preventive maintenance

2. Running repairs

3. Accident

4. Breakdown

5. Fitness certificate renewal

6. Schedule maintenance
Job Sheet - Place in the Product


                        FLEET OWNER & OPERATOR                               External Entities



                            Driver & Fuel Mgmt



Journey Request Mgmt            Trip Sheet          Tyre Management
                                                                                 Vendors


Route Cost Management        WebXpress Fleet     Job Sheet Management
                                                   Job Sheet Maagement



   Document Alerts          Finance & Accounts   Fixed & Variable Expenses

                                                                               Customers

                              Track & Trace




        E-mail                GPS System            MOBILE ALERTS
Job sheet Process- Job Sheet




                           Job sheet Process




         Maintenance     Job Sheet Generation
          Database



                           Job Sheet Closure




                         Vendor Bill Submission




                            Vendor Payment
Job Sheet description


   Job sheet Approval Amount Matrix - To sent vehicle for Maintenance it will
    require financial and time line readiness for vehicle. In the same case there should be
    a provision to get a approval from higher authorities whenever is required.

   System is having a provision to define approval matrix on the basis of amounts at the
    time of generation of Job Order generation (assessment of expenses) and closure of
    job order (Final amount of expenses)

                                                                   Generate : Branch,
                                                                   Area and HO have
                                                                     1000,7000 and
                                                                    10000 Approved
                                                                   Amt Respectively.



                                                          Generate : Branch, Area
                                                          and HO have 1000,7000
                                                          and 10000 Approved Amt
                                                               Respectively.
   After defining the job approval matrix amount ,a hierarchy is set of what requires
    and approval and who is authorized to approve it .

   Job order can be divided into 4 parts

      Job order generation
      Job order approval
      Job order closure
      Job order cancellation
   We proceed to make our first job order

   New job order preparation has the following fields which are explained below

1. Vehicle number – We select a vehicle which needs to be sent in the work shop for
    maintenance . A vehicle should not be in transit and should be available . Once you
    select the vehicle its model number , manufacture name and vehicle category will
    automatically appear
   Job card type – It tells u for what vehicle is been sent to the work shop for
    maintenance .

   Job order date – this indicates the date at which the vehicle was sent to the work
    shop .

   Service Centre Type – service center type can be workshop or vendor . Workshop is
    usually owned by company while vendor is an external agency which takes a contract
    from us to maintain our vehicle . We pay the vendors and supply parts to them when
    required

   Order status – order status is always open when we are preparing a job order .

   We have to estimate the labor cost and labor hours whicle preparing the new job
    order .

   Task details – Then we have to enter the different task details like task description ,
    task type , estimated labor hrs , estimated labor cost , remarks .

   Job sheet approval – Job sheet is sent for approval to if the cost falls above the
    approval amount matrix .If the amount is within the range then the job sheet is
    automatically approved .
   Job order closure details

   Once the job is completed it needs to be closed . We then calculate the actual cost
    and labor hours incurred in that job . If there is a difference we find out where did
    the variance took place .

   We get two options to close the job order one is operationally closure and the other
    is financial closure . When it is closed operationally the vehicle is returned to us and
    it can start its usual operations . It is closed financially when all the dues have been
    settled .
Jobsheet Approval Amount Matrix




                                  Generate : Branch, Area
                                  and HO have 1000,7000
                                  and 10000 Approved Amt
                                       Respectively.
Job Order Preparation Process
Job Order Preparation




       Different Job Card Types
Maintenance Task for Cash
          Vans
Spare parts for Cash Van
                                   Maintenance
Total expenses is 11350 so
 we will require approval
   from Regional Office.
Job Order Prepared Successfully
Print and View of Job Order
Job Approval Module




     We are At Regional
        Office Now         By using this module
                           Operations Head can
                          approve amount for Job
                                  Order.
Jobsheet Type
List of Job orders for amount approval




                                         Here authority can reject or
                                            approve the amount.
Process After Approval


   After Getting Approval of JOB order from Approval Authority vehicle Will be Sent to
    Work Shop.

   In Work Shop, work Shop Supervisor will have to check the list of Activities to be
    Done.

   Also He Will Check whether any Spare part is required to Replace Or any Additional
    task has to be Done.

   After finishing all Activity workshop Supervisor will give OK Report & Release vehicle
    with final Amount.
Option to Closing Job Order




                              Closing Job Order
Closing Job Order process
Closing Job Order
Closing Job Order Cont.




                          Here we can select AMC
                           and Non – AMC cost.
Closing Job Order




                    Software has a facility of closing the job
                      order operationally and financially.
Job Order Closed
Document Alert System
Statutory Document Renewal Pre Alert Mail


   We can configure multiple email addresses for various documents pre alert mail.

   In which we will get document list under below category

      Documents Already Expired
      Documents Expiring in 0 to 7 days
      Documents Expiring in 8 to 30 days
Statutory Document Renewal Pre Alert Mail Format




List of Vehicle                            Document
   Numbers                                   Type
WebXpress Fuel Management System
Trip Sheet Entry with Fuel Slip Entry
Trip Sheet Generation Process                      Ver-8.0




         Fuel Slip can be attached with the Trip
                         sheet
Trip Sheet Generation Cont..                        Ver-8.0




        Fuel Slip can be attached with Trip sheet
Trip Sheet Generated   Ver-8.0
Fuel Slip Entry   Ver-8.0
Ver-8.0
Query page for Trip Sheet with Fuel slip   Ver-8.0
Details of the Fuel Slip   Ver-8.0
Fuel Slip Issued   Ver-8.0
Fuel Slip Bill Entry   Ver-8.0
Fuel Slip Entry Payment Query Page   Ver-8.0
Vendor Bill Entry                         Ver-8.0




           Fuel Slips details with lit.
          Quantity, Rate and Amount
Vendor Bill Entry cont..
Vendor Bill Entry Generated   Ver-8.0
Fuel Slip Entry Summary – Print and View Format
Fuel Vendor Payment Module   Ver-8.0
Payment Voucher Creation Process   Ver-8.0
Payment Voucher Creation Process cont..
Payment Voucher Creation Process cont..
Print and View format   Ver-8.0
Fuel Slip Register Report   Ver-8.0
How to Control this Activities by using WebXpress System?


   Telemetics Related Capability

      Geo – Fence Management Alerts
      Unauthorized Door Open Alerts
      GPS Tracking – Route Taken View
GPS : Route Tracking Reports
Click on Play Back Report
Select User and Date Range
As per the user selected the route is plotted on the
map
The pop up gives the details of the current location
with time
Introduction to Geo Fence Technology
How can we utilize this Technology to control Cash Van
Robbery?

1. We can fix the route of every Cash Van and define Geo Fence for every Van.

2. If due to some reason driver drive out side of his Geo Fence the Operations Manager
   will get SMS/ Email alert.

3. System can be configured in a such a way that
Geofence Management
Geo Fence Creation Process
Click on ADD Geofence to create it
Geofence added..
Click on Edit to do any changes in created Geo fence

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WebXpress Cash Management Solution

  • 1. WebXpress Solution for Cash Management and Fleet Management
  • 2. WebXpress Solution flow for Cash Management  Fleet Management  Fleet Maintenance  Document Alert System  Fuel Management  Telemetics Related Capability  Geo – Fence Management Alerts  Unauthorized Door Open Alerts  GPS Tracking – Route Taken View
  • 3. Fleet Maintenance: Objective of Job Sheet Why Routine Vehicle Maintenance is a Must  I don’t know about you, but I hate spending money on vehicle repairs. The worst is when I know something needs to be fixed, but I just ignore it hoping it will magically disappear. The problem is, it never does.  Delaying vehicle maintenance can have some serious impacts. “Vehicle negligence costs money and can be unsafe . So those who treat their vehicles as valuable investments and commit to regular vehicle maintenance, end up saving a lot of money.
  • 4. Objective of Job Sheet -contd  Job sheet is nothing but a type of vehicle maintenance document . We prepare a job sheet for vehicles that need daily maintenance . Vehicle maintenance can ne categorized into the following types . 1. Preventive maintenance 2. Running repairs 3. Accident 4. Breakdown 5. Fitness certificate renewal 6. Schedule maintenance
  • 5. Job Sheet - Place in the Product FLEET OWNER & OPERATOR External Entities Driver & Fuel Mgmt Journey Request Mgmt Trip Sheet Tyre Management Vendors Route Cost Management WebXpress Fleet Job Sheet Management Job Sheet Maagement Document Alerts Finance & Accounts Fixed & Variable Expenses Customers Track & Trace E-mail GPS System MOBILE ALERTS
  • 6. Job sheet Process- Job Sheet Job sheet Process Maintenance Job Sheet Generation Database Job Sheet Closure Vendor Bill Submission Vendor Payment
  • 7. Job Sheet description  Job sheet Approval Amount Matrix - To sent vehicle for Maintenance it will require financial and time line readiness for vehicle. In the same case there should be a provision to get a approval from higher authorities whenever is required.  System is having a provision to define approval matrix on the basis of amounts at the time of generation of Job Order generation (assessment of expenses) and closure of job order (Final amount of expenses) Generate : Branch, Area and HO have 1000,7000 and 10000 Approved Amt Respectively. Generate : Branch, Area and HO have 1000,7000 and 10000 Approved Amt Respectively.
  • 8. After defining the job approval matrix amount ,a hierarchy is set of what requires and approval and who is authorized to approve it .  Job order can be divided into 4 parts  Job order generation  Job order approval  Job order closure  Job order cancellation  We proceed to make our first job order  New job order preparation has the following fields which are explained below 1. Vehicle number – We select a vehicle which needs to be sent in the work shop for maintenance . A vehicle should not be in transit and should be available . Once you select the vehicle its model number , manufacture name and vehicle category will automatically appear
  • 9. Job card type – It tells u for what vehicle is been sent to the work shop for maintenance .  Job order date – this indicates the date at which the vehicle was sent to the work shop .  Service Centre Type – service center type can be workshop or vendor . Workshop is usually owned by company while vendor is an external agency which takes a contract from us to maintain our vehicle . We pay the vendors and supply parts to them when required  Order status – order status is always open when we are preparing a job order .  We have to estimate the labor cost and labor hours whicle preparing the new job order .  Task details – Then we have to enter the different task details like task description , task type , estimated labor hrs , estimated labor cost , remarks .  Job sheet approval – Job sheet is sent for approval to if the cost falls above the approval amount matrix .If the amount is within the range then the job sheet is automatically approved .
  • 10. Job order closure details  Once the job is completed it needs to be closed . We then calculate the actual cost and labor hours incurred in that job . If there is a difference we find out where did the variance took place .  We get two options to close the job order one is operationally closure and the other is financial closure . When it is closed operationally the vehicle is returned to us and it can start its usual operations . It is closed financially when all the dues have been settled .
  • 11. Jobsheet Approval Amount Matrix Generate : Branch, Area and HO have 1000,7000 and 10000 Approved Amt Respectively.
  • 13. Job Order Preparation Different Job Card Types
  • 14. Maintenance Task for Cash Vans
  • 15. Spare parts for Cash Van Maintenance Total expenses is 11350 so we will require approval from Regional Office.
  • 16. Job Order Prepared Successfully
  • 17. Print and View of Job Order
  • 18. Job Approval Module We are At Regional Office Now By using this module Operations Head can approve amount for Job Order.
  • 20. List of Job orders for amount approval Here authority can reject or approve the amount.
  • 21. Process After Approval  After Getting Approval of JOB order from Approval Authority vehicle Will be Sent to Work Shop.  In Work Shop, work Shop Supervisor will have to check the list of Activities to be Done.  Also He Will Check whether any Spare part is required to Replace Or any Additional task has to be Done.  After finishing all Activity workshop Supervisor will give OK Report & Release vehicle with final Amount.
  • 22. Option to Closing Job Order Closing Job Order
  • 23. Closing Job Order process
  • 25. Closing Job Order Cont. Here we can select AMC and Non – AMC cost.
  • 26. Closing Job Order Software has a facility of closing the job order operationally and financially.
  • 29. Statutory Document Renewal Pre Alert Mail  We can configure multiple email addresses for various documents pre alert mail.  In which we will get document list under below category  Documents Already Expired  Documents Expiring in 0 to 7 days  Documents Expiring in 8 to 30 days
  • 30. Statutory Document Renewal Pre Alert Mail Format List of Vehicle Document Numbers Type
  • 32. Trip Sheet Entry with Fuel Slip Entry
  • 33. Trip Sheet Generation Process Ver-8.0 Fuel Slip can be attached with the Trip sheet
  • 34. Trip Sheet Generation Cont.. Ver-8.0 Fuel Slip can be attached with Trip sheet
  • 36. Fuel Slip Entry Ver-8.0
  • 38. Query page for Trip Sheet with Fuel slip Ver-8.0
  • 39. Details of the Fuel Slip Ver-8.0
  • 40. Fuel Slip Issued Ver-8.0
  • 41. Fuel Slip Bill Entry Ver-8.0
  • 42. Fuel Slip Entry Payment Query Page Ver-8.0
  • 43. Vendor Bill Entry Ver-8.0 Fuel Slips details with lit. Quantity, Rate and Amount
  • 45. Vendor Bill Entry Generated Ver-8.0
  • 46. Fuel Slip Entry Summary – Print and View Format
  • 47. Fuel Vendor Payment Module Ver-8.0
  • 48. Payment Voucher Creation Process Ver-8.0
  • 49. Payment Voucher Creation Process cont..
  • 50. Payment Voucher Creation Process cont..
  • 51. Print and View format Ver-8.0
  • 52. Fuel Slip Register Report Ver-8.0
  • 53.
  • 54. How to Control this Activities by using WebXpress System?  Telemetics Related Capability  Geo – Fence Management Alerts  Unauthorized Door Open Alerts  GPS Tracking – Route Taken View
  • 55. GPS : Route Tracking Reports
  • 56. Click on Play Back Report
  • 57. Select User and Date Range
  • 58. As per the user selected the route is plotted on the map
  • 59. The pop up gives the details of the current location with time
  • 60.
  • 61.
  • 62.
  • 63.
  • 64.
  • 65. Introduction to Geo Fence Technology
  • 66. How can we utilize this Technology to control Cash Van Robbery? 1. We can fix the route of every Cash Van and define Geo Fence for every Van. 2. If due to some reason driver drive out side of his Geo Fence the Operations Manager will get SMS/ Email alert. 3. System can be configured in a such a way that
  • 69. Click on ADD Geofence to create it
  • 71. Click on Edit to do any changes in created Geo fence