Sales Automation

1. CBSAM

2. Introduction to CBSAM
CBSAM is a DMS system which is exclusively designed for Cream Bell Business
to automate:
• The Business Processes and ease the life of their Distributor/Vending
Distributor or Various Channel Partners of Company.
• CBSAM helps its users to access functionalities like Primary/Secondary Sales
Management, Claims or Expense Management, GST Calculations, Sales
collection etc.
• Similarly, as Cream Bell Users, you can settle distributor’s Total expenses like
Discount Expenses, Scheme Expenses, Achievement against Targets etc.
We will discuss the details of CBSAM in our subsequent slides.

3. Presence of CBSAM in India
0
200
400
600
800
1000
1200
Total
Distributor
Opned in
CBSAM
Active in
CBSAM
Working in
CBSAM
Claim
Created in
CBSAM
1183
597
500
389
303
498
181
160
128
78
356
251
207
168 175
242
126 102
76
36
87
39 31 17 14
Grand Total North (KMJ) East (PKA) West (A.P) South (S.M)

4. How does it work!
Server
Installed on
Server
AX Portal
Access Through
RDP
Business APIs
CBSAM Mobile
Solution
CBSAM Web
Portal
Access via
Internet

5. Distributor
PSR1
Retailer
End
Customer
PSR2
Retailer
End
Customer
VRS/VD
Push Cart
End
Customer
Sub
Distributor
PSR1
Retailer
End
Customer
VRS/VD
Push Cart
End
Customer
How Cream Bell Product is Reaching to You

6. Advantage of using CBSAM
Benefit to
Finance
Less paper
work
Time saving
Easy claim
process
Centralized
Financial
reports
Benefit to Sales
Team
Easy tracking
Access to Sales
reports
Achievement
reports
Helps in
planning for
Scheme
Distribution
Tracking of
Distributor(s)
Tracking of
PSR’s
Benefit to
Distributor(s)
Less paper
work
Time saving
Easy claim
process
Order Booking
through Mobile
device (PSR’s)
Benefit to
Company
Helps to get
control on
Scheme
Distribution
Easy Sales
forecast
Centralized
Sales tracking
Centralized
report tracking
Helps to
decision
making
Helps in
Business
planning

7. Support Matrices
• If user faces any problem / issue related to the CBSAM system, then below is Matrix to be followed in order to get
the support in office hours ONLY.
• Any change in the Matrix in future would be updated on CBSAM web portal itself.
Call received by 5 P.M. will be treated on same day and data will reflect on next Day. Further calls received
after 5 P.M. will be treated on next subsequent working Day and the data will reflect redirect on subsequent
working Day.

8. CBSAM is consist of major 5
blocks which gives us ways to
provide an integrated
solution in you hand.
Each of module comprises
the sub modules, which
would be available into NEXT
SLIDE in detail.
So let's get started…
CBSAM
Master(s)
Primary
SecondaryClaim(s)
Report(s)
Block of CBSAM Solution

9. Functionalities Available
Below modules are available in CBSAM Solution, which can help you to automate your processes as per the Business
Requirement.
Home Profile Master Hierarchy Stock Primary
Secondary Reports MIS Reports Expense Report Collection Entry

10. Login to CBSAM
Please Enter User Credentials which you have
received after enrolling to CBSAM.

11. User Dashboard- Home Screen
This is the Escalation Matrix for CBSAM. Below Distributor can check his KPIs.

12. User Profile (Distributor/VRS/Vending Distributors)
This screen consists information related to Distributor like Code, Name, State, Mobile & so on... Same can be modified by informing to
help desk team, if required.

13. Masters
Customer/
Party
Master
Customer
Operator
Master
Customer/
Party
Group
Product
Master
Damage
Reason
Code
Template
Page
User Login
Details
Secondary
Discount
Upload
Master Data can be managed by sub modules. Below masters
will help you to seed correct data in CBSAM.
Master Data Management

14. 14
Master Data Management #1

15. ***End of the MASTER module***
Master Data Management #2

16. Hierarchy Management
“Hierarchy” module consists few sub modules, which are as follows :
***End of the HIERARCHY module***

17. Stock Module
“Stock” module consists few sub modules, which
are as follows :
Stock
Management
Current
Stock
Stock
Transfer
Stock
Movement
(Primary –
Non-
Saleable)
Primary
Destruction
Note
Secondary
Destruction
Note
Stock
Movement
Report
Stock
Ledger
Report
Vending
Meltage

18. Current Stock – Whatever current stock is available in the system, can be generated through this module by selecting the relevant field(s). There are 4
warehouse available in the system
• Main Warehouse
• Non Saleable
• Other
• Scrap
Stock Transfer – This option is used to transfer the stock from one warehouse to another warehouse by selecting the relevant field(s). Screen is attached for
better reference :
Stock Movement (Primary-Non Saleable) – Any Damaged/Meltage/Non-Saleable goods can be moved to Non-Saleable Warehouse.
Stock Management

19. •Stock transferred from Main Warehouse to Non-Saleable Warehouse
•Concerned person/authority from company will verify the Non-Saleable Goods which are ready to
scrap
•Move goods from Non-Saleable Warehouse to Scrap Location. Goods will be removed from system and
Destruction note will be generated
•Post scrapping the goods distributor will generate the claims through system and per their limits.
Primary/Cold Room
Destruction Process
•Stock transferred from Market to Non-Saleable Warehouse
•Distributor can capture customer wise product wise meltage in the system. The same will be scrapped.
•There is certain capping & percentage is defined in the system to perform the Destruction process. It
may be varied from Distributor to Distributor or State to State.
•Post scrapping the goods distributor will generate the claims through system and per their limits.
Secondary/Market
Return Destruction
Process
Primary/Secondary Stock Destruction Process

20. Stock Movement Report – Stock movement report can be generated by using this option. User can see what stock is transferred from one warehouse to another.
See the screen shot below & export to EXCEL is also available :
Stock Ledger Report – By using this option user can get the report between a particular date range & would be able to see the Opening, Purchase, Adjustment,
Sales Return & Closing etc.. in details & summary as well. Below screen shot & EXCEL report is attached for reference :
Vending Meltage – If any Meltage is received from VRS then Distributor can do the Meltage entry by using this module and generate the claim. There is
certain capping & percentage is defined in the system to generate the Meltage Claim. It may be varied from Distributor to Distributor or State to State.
Stock Management
***End of the STOCK module***

21. Primary Sales Management
“Primary” module consists few sub modules, which are as follows :
Purchase
Indent/List
Purchase
Invoice Receipt
Purchase
Invoice Posted/
UnPosted List
Purchase
Reversal
Pending
Purchase
Receipt
Purchase
Return List
Sales Auto
Expense
Creation
Purchase Auto
Expense
Creation
Manual
Expense
Creation
Adjustment/
Payment Entry
Expense
Calculation
Vending
Expense
Calculation

22. 22
Purchase Indent List – By using this option, user can see the “Purchase Order/Indent list” raised to Plant/CFA/Company that how many
order has been raised and which all confirmed or pending.
Purchase Indent – is used to raise the Purchase Indent/Order to Plant/CFA/Company or Super Distributor (in case if Sub Distributor is
raising the indent to Super Distributor) by selecting the relevant field(s). Same can be done through screen or by EXCEL upload option.
Primary Sales Management #1

23. Purchase Invoice Receipt – Whatever invoice is generated from Company/Plant/SAP to the Distributor, can received using this module by
selecting the relevant filed(s), Below is the snapshot for reference. Invoice can be received through EXCEL utility also.
Purchase Invoice Unposted List – is used to see the list of pending invoice(s) which is to be saved & User can’t do nothing more than that.
Purchase Invoice Posted List – Once user is received the Purchase Invoice then all the invoice(s) would be listed here with GR Number &
GR Date. Below is the report output for reference :
Primary Sales Management #2

24. Purchase Reversal – If user reverse the purchase invoice to Plan/Company because of any reason listed below, he can do so by selecting the “Purchase
Receipt Number” & relevant field(s). Purchase reversal can be done either “Complete” or “Partial” through the system.
Pending Purchase Receipt – If any Invoice is generated from SUPER DISTRIBUTOR to SUB DISTRIBUTOR then Sub Distributor can receive the invoice by
using the option. Once use clicked the menu then he can see the list of available invoice(s) generated by Super Distributor.
Primary Sales Management #3

25. Purchase Return List – If any Purchase Reversal is happened from the Distributor to Company/Plant or Sub Distributor to Super Distributor
can be seen here in the screen. Refer the below screen shot for reference.
Sales Auto Expense Creation – Distributor/Sub Distributor can generate the Secondary Claim(s) by using module by selecting the relevant
field(s) in the screen. 4 (four) type(s) of claim can be generated :
Expense Calculation – Expense calculation module is used to generate the expense claim of Distributor and PSR if defined in the system as
per the company norms. There are 3 type of expense claim can be generated :
1. Distributor Expense
2. Annual Expense
3. PSR Stipend Expense
Primary Sales Management #4

26. Purchase Auto Expense Creation – Primary target claim can be generated for Distributor and/or VRS by using this module. Once purchase
target is defined for both, user can calculate the same by selecting the relevant field(s) available on the screen as mentioned below :
Manual Expense Creation – Apart from previous 2 point(s) (Sale Auto Expense Creation & Purchase Auto Expense Creation) if any other
claim is required to calculate MANUALLY then same can be done through this option. There are separate claim Category & Sub Category is
available for manual claim process. Claim can be generated for PSR/Distributor/VRS.
Primary Sales Management #5

27. Adjustment Entry – If any mismatch happens in Primary between system & received goods or any damage or any Meltage or expiry while
receiving the primary invoice then in such scenario user can do the adjustment (add or reduce) accordingly.
Payment Entry – Once Primary Invoice is received, user has the option to make the payment against the receipt by selecting the mode of the
payment. Also if there are multiple invoice(s) then user is able to fill the Amount in respective column in ONE GO by clicking on check box
“Auto Fill Amt”, irrespective by entering the Amount one by one.
Primary Sales Management #6

28. There are different – 2 header where company decide that which claim to be passed. Certain target is defined for the same in system. Below are the
screens(s) attached for reference :
Distributor Expense
PSR Stipend Expense
Annual Expense
Primary Sales Management #7

29. There are different – 2 header where company decide that which claim to be passed. Certain target is defined for the same in system. Below
are the screens(s) attached for reference :
Vending Expense Calculation – As Distributor gets the Expense claim(s), in same term VRS/Vending Distributor(s) also gets claim(s) basis
target defined in the system. There is different categories in which Distributor(s) get the Expense Claim(s).
1. VRS Commission
2. Vending Scheme Claim
3. VRS Claim Setup
4. Vending Scheme Claim Present Days
5. Vending Scheme Claim Present Days with Target
6. Vending Scheme Claim With Target
7. Vending Scheme Claim Yearly
***End of the PRIMARY module***
Primary Sales Management #8

30. “Secondary” module consists few sub modules, which are as follows :
Secondary Sales Management
Manual Sales Order
Un-Posted Sale Order
Load Sheet Creation/List
Invoice Preparation
Sale Reversal
SD Indent List
VD Attendance

31. Manual Sales Order – With this functionality, user can generate sales order to any type of Customer available in system. User can generate
the order in 2 ways, Either by entering the product Manually one by one or via EXCEL upload utility.
• Sales Discount also can be applied at the same time by entering the value into “S.Discs%” or “S.DiscsValue” field.
• Trade Discount also can be applied by entering the value into “TD Value” field.
• & if any scheme is defined for the product and customer, then scheme would be visible.
Un-Posted Sale Order – This is one of the functionality given into CBSAM, If user is generating an Order & if system or application is closed
due to any reason (power failure, unexpected shut down) or deliberately then same order can be fetched in same state later as it was closed.
Secondary Sales Management #1

32. Load Sheet Creation – Load sheet creation is to be used to generate the loading sheet, through which Distributor can get
the consolidate report by product of the selected bills & It helps to take out the stock from go-down/cold room.
Load Sheet List – Once load sheet is created same can be viewed and printed by using this option, same can be saved
into PDF for further used.
Secondary Sales Management #2

33. Invoice Preparation – Once Manual Order process is done then User/Distributor can generate the invoice of that
particular order by using this option. Order amendment also can be done while generating the invoice if user want to
do so. Discount & Trade Discount also can be applied.
Secondary Sales Management #3

34. Sale Reversal – Post invoicing & delivery to RETAILER/SUB-DISTRIBUTOR/VRS/VRS DISTRIBUTOR, if any return happened from the market
then user have the option to take the RETURN of stock/goods. Return can be taken either COMPLETE or PARTIAL. Basis of the return
goods, a CREDIT NOTE gets generated & would impact in his ledger report.
VD Attendance – This option is used to mark the attendance of Vending Distributor. Attendance can be marked 2 days back only from current
date.
Secondary Sales Management #4

35. Credit NoteSale Invoice
Secondary Sales Management #5

36. SD Indent List – Whatever is purchase order/indent is raised by any of Sub to Super Distributor can be seen in SD Indent List & by clicking on
Sale Order number, Sales Invoice can be generated to Sub Distributor. Below is the sequence of the process to be followed while generating
the invoice through SD INDENT LIST :
1. A Sub-Distributor would raise the Purchase Indent to Super Distributor.
2. Raised INDENT/ORDER would go to Super Distributor (same can be viewed in SD Indent List).
3. Super Distributor would generate the SALE ORDER of that INDENT/ORDER.
4. Once INDENT/ORDER is converted into SALES ORDER then Super Distributor can generate that ORDER into INVOICE.
Below screen(s) are attached for better reference :
Purchase Indent raised by the Sub - Distributor
Same Indent can be viewed at Super Distributor
Secondary Sales Management #6

37. Reports are always a powerful tools in
any Business that helps business to take
right decisions and planning.
There are lots of report available in the
CBSAM system which are useful & can
ease the work of Business user’s and/or
Distributor’s.
All the reports are mentioned in next
slide…
Reports Available in CBSAM
CBSAM
Reports
DMS
Reports
Transaction
Reports
Financial
Reports
MIS
Reports
Expense
Reports
Inventory
Reports

38. DMS ReportsTransaction Reports Inventory ReportsFinancial ReportsMIS Reports Expense Reports
Reports Available in CBSAM #1

39. Collection Management
User Can Enter Collection Entry Invoice Wise or Without Ref No.

40. There are some useful report(s) mentioned through which Sales Person and/or Distributor and/or Business User(s) can take the necessary
decision(s).
1. Reports -> DMS Reports -> Running Scheme Detail -> This report is used to see the SCHEME
DETAILS which shows, what kind of scheme is running for the retailer’s who all are working
in the market. (View is available online)
2. Reports -> DMS Reports -> Discount View -> What discount is running for the retailer’s can
be seen in this report. (View is available online)
3. Reports -> DMS Reports -> SKU Wise Sales -> User can get the report by SKU & by Customer
Group.
4. Reports -> DMS Reports -> Sales Register Excel -> By using report user can get the DETAILED
DATA of the bill, means line level of data can be viewed from this report (which is very useful
among all reports)
5. Reports -> DMS Reports -> Purchase Receipt Report -> This is the report through which
Distributor can view the Purchase Invoice(s) which all are saved or pending in the system.
6. MIS Reports -> Non – Buyer Report -> As report name suggests, this report shows the
details of the customer(s) who all not buying the goods and if buying then what is the last
date of purchasing the goods.
7. MIS Reports -> Deep Freezer Report -> Deep Freezer report is also again most useful report,
through which Distributor can see the DISTRIBUTION of the GOODS in the market in detail.
Reports Available in CBSAM #2

41. 8. Financial Reports -> GSTR Report -> CBSAM has also reports available related to GST Calculations required by various
stakeholders. GSTR reports also available which are as follows :
• GSTR1 Report
• GSTR2 Report
• GSTR3B Report
Reports Available in CBSAM #3

42. CBSAM

43. Introduction to Mobile SFA
Sales Force Automation (SFA) software is a type of program that automates business tasks such as
inventory control, sales processing, and tracking of customer interactions, as well as analyzing sales
forecasts and performance.
There are several benefits to using Mobile SFA :
 It saves time
 It improves Customer Service
 It increases Revenue
 It helps to manage sales teams
Taking into account these benefits, Company has introduce a Mobile Application named CBSAM, and
Distributed the same to PSR’s. Application has some processes to operate, which as mentioned in next
slide…

44. Pre Automation Post Automation
Introduction to Mobile SFA

45. Login & Welcome Screen
Each Hand Held Device is pre-configured with necessary application(s). Each PSR gets unique Id & Password to operate
SFA Application.
PSR enters
respective User
Id & Password
into respective
field(s).
Once logged in
successfully into
application,
jumps onto
“Welcome”
screen.

46. Screen Dashboard & Master
Once PSR logged into the application, it downloads the relevant master immediately. A Yellow progress bar can be seen in
the screen shot. Sync works automatically on 1st login of the day.
A manual option is
also given to
download the
Updated Master, If
required. After
click on “MASTER
DOWNLOAD” button
and On click on Full
Retailer Sync,
Complete Master
would be update in
system.
If any error
occurs while
“Syncing”, same
can be checked
by clicking on
“CHECK LOG”
button and New
Screen will open
, In which we
can see the error
in detail.
“MARKET” is an option
where complete Order
generation is done.

47. PSR Beat List Detail
Here 3 tabs
are available :
1. PSR Detail
2. PSR Beat
List
3. PSR
Summary
This tab is
having the
details of PSR
which contains
PSR Name,
State, Count
of
Distributor(s)
& Retailer(s) &
Last Sync
By Default Current Beat
display to PSR, But Beat
Day selection can be
changed by clicking on
“Beat List” option

48. If scheme is defined in QTY
then user has to enter the
“Free QTY” to apply the
scheme else if scheme is
defined in percentage. then
App will pick the scheme
automatically
Click on “Add Scheme” &
“Approve” the Order.
Order Management #4

49. PSR Summary Detail
PSR has date
range filter to
generate the
report.
PSR Summary
is available by
Customer,
Date, Ordered
QTY, LTR &
Value On Click on
Customer, PSR
can see the
detail of that
particular order.