This document outlines an IT-driven approach to automating various functions across a retail organization. It describes automating field team tracking, sales processes like scheduling meetings and managing retailers. It also summarizes automating inventory management, customer management, finance/accounting, and human resources functions like attendance tracking and payroll. The overall goal is to use technology to streamline disparate parts of the retail operation on a single integrated platform.

1. AN IT Driven Approach

3. User of the Automating Retail
Support &
CRM TEAM
Finance Team
Inventory
Control Team
Sales Team
DISTRIBUTOR
DISTRIBUTORRETAILER

4. Field Team Tracking - Automation

5. Tracking Individual Report

6. Field Sales Automation – Location Analytics

7. Schedule Meetings- Reminders- Tasks

8. Sales Person
•Set Beat Plan for the Day
•Request for Amendments in Beat Plan
•Manage Retailers ( Own) - Add , Edit only Information
•Check In
•Record Meeting Notes
•Check Out
•Manage Status - Visited ,Interested , Converted , Lost
•Search Retailers by Name , Shop Name or Phone
Number
•Add Visiting Card ( Image Capture )
•Add Purchase Order ( Image Capture )

9. Sales Person APP

10. Retailer Listing Screen Quick Look to Visit

11. Estimation Tool For Sales Team

12. RETAILER AUTOMATION
Retailer - Adds
their
customers
Bonus, Offer &
Lead Points –
Avail
Retailers –
Managed by
Sales Person
Retailers -
Track their own
leads history.
Retailers -
Submit their
leads

13. Retailers Management

14. Inventory/Warehouse Management
Manage products in central database keeping detailed listings With Stock , Transaction
Easily create sales orders, invoices, purchase orders and email them directly.
Track costs related to your inventory & run reports to see your total sales
Manage Sellers and Purchase Order Inventories (Raw Material )
Keep track of current stock levels, & use access rights as needed.

15. Listing Of Inventory

16. Raw Material PO Process

17. CUSTOMER AUTOMATION
Manage direct &
indirect customers
Connect &
communicate online
Get feedbacks/ratings
from customers
Analyze Customer
Requisitions and Profit
from Segments
Find different
segments of customer
i.e. New, Returning,
Frequent
Maintain historic data
of customers &
Financial Data

18. Ticket Management - Support

19. Finance & Accounting
Finance and Account Management was never so Easy . There wont be any need
of 3rd Party Integration and Investing into that as Automating Retail is Full-filling
all accounting need at a Point .

20. Graphical - Reports

21. Insight Analytics for Gap Analysis

22. Visit Reports Detailed (Individual & Compiled)
Admin will be able to view their Sales users visit report.
Filter Report by advance Search : (1) Date Range Report (2) Individual Report

23. Human Resource Mgmt. System

24. Hierarchy

25. Employee Self Service Desk

26. Approval Process

27. Attendance Automation

28. Payroll Automation

29. Automating Salary Assignment

30. Payroll Automation